The William K. Warren Foundation's EIN is 73-0609599.
Download the official 2024 Form 5500 (PDF) for The William K. Warren Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The William K. Warren Foundation's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY | 26-3237576 | — | NONE | $37K | — |
| MERRILL LYNCH | 13-5674085 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | Mutual Funds | — | $4.4M | $9.4M | 31.5% | |
| Prairielands Public Facilities DTC | Other securities | — | $1.3M | $4.1M | 13.9% | |
| Vanguard REIT VIPERs ETF | Mutual Funds | — | $2.1M | $2.9M | 9.9% | |
| iShares S&P Global Infrastructure Idx Fd | Common Collective Trusts | — | $1.4M | $2.4M | 8.2% | |
| FlexShares Global Upstream | Other securities | — | $1.6M | $2.3M | 7.7% | |
| Vanguard Small Cap Value | Mutual Funds | — | $2.0M | $2.2M | 7.3% | |
| Vanguard Long-Term Bond ETF | Mutual Funds | — | $1.3M | $1.7M | 5.8% | |
| Textron Financial Corp | Common Stocks | — | — | $1.2M | 4.2% | |
| iShares Core MSCI EAFE ETF | Other securities | — | $754K | $725K | 2.4% | |
| UMB Financial Corporation | Common Stocks | — | $502K | $502K | 1.7% | |
| Vanguard Mid Cap ETF | Mutual Funds | — | $508K | $333K | 1.1% | |
| Vanguard Mega Cap 300 Value | Mutual Funds | — | $252K | $295K | 1.0% | |
| Vanguard Mega Cap Growth ETF | Mutual Funds | — | $248K | $251K | 0.8% | |
| SPDR Gold Trust | Other securities | — | $159K | $144K | 0.5% | |
| iShares Core MSCI Emerging Markets | Other securities | — | $109K | $138K | 0.5% | |
| iShares Barclays TIPS Bond Fund | Other securities | — | $135K | $123K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $22K |
| — |
