BEBE & CROSBY KEMPER FOUNDATION TR 093097: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEBE & CROSBY KEMPER FOUNDATION TR 093097 (EIN 43-6780892)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349101725
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T16:01:14-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436780892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEBE & CROSBY KEMPER FOUNDATION 10016600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEMP | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/ | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY SHIREMAN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,047,371 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $309,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,128,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,433 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $20,870 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,819 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $482,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $456,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,367 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,183 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,183 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $908 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,204 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $106,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,295 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $838,168 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $838,168 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,295 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $889,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$462,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $403,616 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,655 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,263,894 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,480,185 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,673,716 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,319,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,853,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,047,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,319,809 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,853,840 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,319,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,853,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,319,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,853,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,319,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$462,712 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,857,097 | SubtotalAmt |
| Other Decreases | $3,257 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,853,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500. BOK FINANCIAL CORPORATION | 2020-03-10 | 2023-01-06 | $51,285 | $26,076 | $25,209 | $25,209 | |
| 400. HEINEKEN NV-SPN ADR | 2015-11-03 | 2023-01-23 | $19,744 | $17,998 | $1,746 | $1,746 | |
| 335. VERIZON COMMUNICATIONS | 2015-07-17 | 2023-01-23 | $13,410 | $16,182 | -$2,772 | -$2,772 | |
| 582. UMB FINANCIAL CORP | 2008-04-18 | 2023-02-02 | $52,680 | $36,960 | $15,720 | $15,720 | |
| 291. UMB FINANCIAL CORP | 2008-04-18 | 2023-03-02 | $25,523 | $18,480 | $7,043 | $7,043 | |
| 500. KELLOGG CO | 2019-10-10 | 2023-03-07 | $32,165 | $31,215 | $950 | $950 | |
| 250. MCCORMICK & CO INC | 2015-07-17 | 2023-03-07 | $18,089 | $9,959 | $8,130 | $8,130 | |
| 165. NORFOLK SOUTHERN CORP | 2015-07-17 | 2023-03-07 | $35,881 | $14,997 | $20,884 | $20,884 | |
| 50. NVIDIA CORP | 2021-01-28 | 2023-05-31 | $19,096 | $6,621 | $12,475 | $12,475 | |
| 140. SVB FINANCIAL GROUP | 2023-02-03 | 2023-07-07 | $72 | $45,034 | -$44,962 | -$44,962 | |
| 100. ALPHABET INC | 2015-06-26 | 2023-07-17 | $12,471 | $2,763 | $9,708 | $9,708 | |
| 80. APPLE COMPUTER INC | 2015-06-26 | 2023-07-17 | $15,536 | $2,537 | $12,999 | $12,999 | |
| 30. CINTAS CORP | 2015-07-17 | 2023-07-17 | $15,138 | $2,560 | $12,578 | $12,578 | |
| 40. COSTCO WHOLESALE CORP | 2015-07-17 | 2023-07-17 | $22,139 | $5,791 | $16,348 | $16,348 | |
| 25. NVIDIA CORP | 2021-01-28 | 2023-07-17 | $11,587 | $3,310 | $8,277 | $8,277 | |
| 816. UMB FINANCIAL CORP | 2008-04-18 | 2023-09-08 | $50,490 | $51,820 | -$1,330 | -$1,330 | |
| 7784. UMB FINANCIAL CORP | 2008-04-18 | 2023-11-02 | $507,794 | $494,323 | $13,471 | $13,471 | |
| 840. UMB FINANCIAL CORP | 2008-04-18 | 2023-11-16 | $60,675 | $53,344 | $7,331 | $7,331 | |
| 1488. UMB FINANCIAL CORP | 2008-04-18 | 2023-11-17 | $108,742 | $94,495 | $14,247 | $14,247 | |
| 291. UMB FINANCIAL CORP | 2008-04-18 | 2023-12-04 | $21,920 | $18,480 | $3,440 | $3,440 | |
| 130. BOEING CO | 2020-12-18 | 2023-12-20 | $34,259 | $23,584 | $10,675 | $10,675 | |
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P | |||||
| CAPITAL GAIN DIVIDENDS | $266 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,433 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,610 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,610 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,610 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,032 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,709 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,741 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $131 | OverpaymentAmt |
| Applied To ES Tax | $131 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK NA | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $42,367 |
| MARY KEMPER WOLF | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $15,000 |
| JOHN MARINER KEMPER | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $15,000 |
| HEATHER MILLER | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $15,000 |
| SHEILA DIETRICH | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,941,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,100,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,100,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,889,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $694,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $694,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,610 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,610 | TotalTaxAmt |
| Distributable Before Adj | $688,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $688,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $688,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $889,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $889,351 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $688,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $837,002 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $889,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $837,002 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $636,507 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KEMPER MUSEUM OPERATING FDN | |||||||
| 4420 WARWICK BOULEVARD | KANSAS CITY | MO | 64112 | NONE | PC | SUPPORT OF CHARITABLE | $40,000 |
| ARTSKC | |||||||
| 106 SOUTHWEST BLVD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $35,000 |
| REACHING OUT FROM WITHIN INC | |||||||
| PO BOX 8527 | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $70,000 |
| FOLK ALLIANCE INTERNATIONAL | |||||||
| 601 AVENIDA CESAR E SHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| PROJECT ANGEL HEART | |||||||
| 4950 WASHINGTON ST | DENVER | CO | 80216 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 |
| ALBRECHT-KEMPER MUSEUM OF ART | |||||||
| 2818 FREDERICK AVENUE | ST JOSEPH | MO | 64506 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 |
| KEMPER MUSEUM OF CONTEMPORARY ART | |||||||
| 4420 WARWICK BOULEVARD | KANSAS CITY | MO | 64112 | NONE | PC | SUPPORT OF CHARITABLE | $490,668 |
| HEALING HOUSE | |||||||
| 4505 ST JOHN AVENUE | KANSAS CITY | MO | 64123 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| LUCKY TO RIDE | |||||||
| 2751 WEST OXFORD AVE UNIT 2 | SHERIDAN | CO | 80110 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $838,168 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PARTNERSHIP INCOME | 1 | $19,818 |
| SECTION 897 GAIN | 1 | $1,052 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $482,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $482,352 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $4 |
| MUTUAL FUND INCOME TIMING ADJ | $481 |
| ADJUST TAX LOT COST BASIS | $2,772 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $1,058 | $1,058 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $146 | $146 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $19,818 | -$2,871 |
| SECTION 897 CAPITAL GAIN | $1,052 | $1,052 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $908 | $908 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $757 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,470 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $190 | $0 | $0 |