R C KEMPER JR CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- R C KEMPER JR CHARITABLE TRUST & FOUNDATION (EIN 44-6013840)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349102563
- 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
- Other Increases Schedule
- 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 | 446013840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R C KEMPER JR CHARITABLE TRUST 10023600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEMP | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | 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 | 8168607711 | PhoneNum |
| Signature | 2024-10-29 | 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 | 2024-10-29 | 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 | $67,856,545 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,282,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,275,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $564,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,581,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $564,604 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $85,182 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$29,094 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,932,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,810,846 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,533 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $90,767 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,767 | 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 | $27,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,072 | 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 | $616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $616 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $209,874 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,767 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,616,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,616,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,826,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,707,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,894,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,717,391 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $336,799 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,354,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,354,022 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $51,564,097 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,761,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,502,523 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $51,900,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,115,950 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,856,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $51,900,896 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,115,950 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,900,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,115,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,900,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,115,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,900,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,894,373 | ExcessRevenueOverExpensesAmt |
| Other Increases | $109,429 | OtherIncreasesAmt |
| Subtotal | $50,115,952 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,115,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 700. BLOCK INC | 2019-01-04 | 2023-01-23 | $55,495 | $40,748 | $14,747 | $14,747 | |
| 1785. VERIZON COMMUNICATIONS | 2020-10-22 | 2023-01-23 | $71,454 | $88,735 | -$17,281 | -$17,281 | |
| 2474. UMB FINANCIAL CORP | 2008-04-18 | 2023-02-02 | $223,934 | $157,111 | $66,823 | $66,823 | |
| 1237. UMB FINANCIAL CORP | 2008-04-18 | 2023-03-02 | $108,495 | $78,556 | $29,939 | $29,939 | |
| 1202. KELLOGG CO | 2019-10-10 | 2023-03-07 | $77,326 | $75,040 | $2,286 | $2,286 | |
| 920. MCCORMICK & CO INC | 2015-07-17 | 2023-03-07 | $66,566 | $36,647 | $29,919 | $29,919 | |
| 370. NORFOLK SOUTHERN CORP | 2015-07-17 | 2023-03-07 | $80,461 | $34,392 | $46,069 | $46,069 | |
| 190. NVIDIA CORP | 2021-01-28 | 2023-05-31 | $72,566 | $25,158 | $47,408 | $47,408 | |
| 200. SVB FINANCIAL GROUP | 2023-02-03 | 2023-07-07 | $103 | $64,335 | -$64,232 | -$64,232 | |
| 200. ALPHABET INC | 2015-05-19 | 2023-07-17 | $24,941 | $5,512 | $19,429 | $19,429 | |
| 105. APPLE COMPUTER INC | 2016-01-06 | 2023-07-17 | $20,390 | $2,644 | $17,746 | $17,746 | |
| 40. COSTCO WHOLESALE CORP | 2015-06-26 | 2023-07-17 | $22,139 | $5,528 | $16,611 | $16,611 | |
| 100. ILLINOIS TOOL WORKS INC | 2015-06-26 | 2023-07-17 | $25,101 | $9,283 | $15,818 | $15,818 | |
| 130. J P MORGAN CHASE & CO | 2015-07-17 | 2023-07-17 | $19,910 | $8,993 | $10,917 | $10,917 | |
| 50. MASTERCARD INC - A | 2015-06-26 | 2023-07-17 | $20,129 | $4,727 | $15,402 | $15,402 | |
| 190. MERCK & CO. INC. | 2015-05-19 | 2023-07-17 | $20,062 | $10,991 | $9,071 | $9,071 | |
| 45. NVIDIA CORP | 2021-01-28 | 2023-07-17 | $20,857 | $5,959 | $14,898 | $14,898 | |
| 90. SALESFORCE INC | 2015-06-26 | 2023-07-17 | $20,583 | $6,504 | $14,079 | $14,079 | |
| 200. STARBUCKS CORP | 2015-07-17 | 2023-07-17 | $20,258 | $11,137 | $9,121 | $9,121 | |
| 95. UNION PACIFIC CORP | 2015-06-26 | 2023-07-17 | $19,936 | $9,275 | $10,661 | $10,661 | |
| 125. EATON CORP PLC | 2015-07-17 | 2023-07-17 | $25,755 | $7,243 | $18,512 | $18,512 | |
| 2177. UMB FINANCIAL CORP | 2008-04-18 | 2023-09-08 | $134,703 | $138,250 | -$3,547 | -$3,547 | |
| 125. AMGEN INC | 2015-07-17 | 2023-09-21 | $33,768 | $20,140 | $13,628 | $13,628 | |
| 52300. UMB FINANCIAL CORP | 2008-04-18 | 2023-11-02 | $3,411,821 | $3,321,312 | $90,509 | $90,509 | |
| 3575. UMB FINANCIAL CORP | 2008-04-18 | 2023-11-16 | $258,230 | $227,030 | $31,200 | $31,200 | |
| 6321. UMB FINANCIAL CORP | 2008-04-18 | 2023-11-17 | $461,936 | $401,415 | $60,521 | $60,521 | |
| 1237. UMB FINANCIAL CORP | 2008-04-18 | 2023-12-04 | $93,177 | $78,556 | $14,621 | $14,621 | |
| 650. BOEING CO | 2022-01-07 | 2023-12-20 | $171,293 | $142,107 | $29,186 | $29,186 | |
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $564,604 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,425 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,965 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,390 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,518 | OverpaymentAmt |
| Applied To ES Tax | $1,518 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | 8168607711 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $181,533 | CompensationAmt |
| 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 | $59,641,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $744,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,386,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,386,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $905,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,480,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,974,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,974,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,872 | TotalTaxAmt |
| Distributable Before Adj | $2,950,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,950,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,950,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,707,267 | 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 | $3,707,267 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,950,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,614,180 | 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 | $3,707,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,614,180 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,087 | 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 | $2,857,075 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CEDARS CAMP | ||||||||
| 410 SOVEREIGN COURT 8 | BALLWIN | MO | 63011 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE STREET | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $750,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64112 | NONE | PC | SUPPORT OF CHARITABLE | $571,000 | |
| POWELL GARDENS | ||||||||
| 1609 NW US HIGHWAY 50 | KINGSVILLE | MO | 640619000 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| LYRIC OPERA OF KANSAS CITY | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| UMKC FOUNDATION | ||||||||
| 5115 OAK ST 202 | KANSAS CITY | MO | 64112 | NONE | PC | SUPPORT OF CHARITABLE | $1,000,000 | |
| HAPPY BOTTOMS | ||||||||
| 303 W 79TH STREET | KANSAS CITY | MO | 64114 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $500,000 | |
| AMERICAN RED CROSS | ||||||||
| 6601 WINCHESTER AVE STE 110 | KANSAS CITY | MO | 641332365 | NONE | PC | MAUI-LAHAINA DISASTER | $50,000 | |
| ABILITY KC | ||||||||
| 3101 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| HARVESTERS | ||||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | COMMUNITY FOOD NETWORK | $250,000 | |
| THE SALVATION ARMY | ||||||||
| 1370 PENNSYLVANIA STREET | DENVER | CO | 80203 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 | |
| YEP KANSAS CITY | ||||||||
| 4550 MAIN STREET SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| DENVER HEALTH FOUNDATION | ||||||||
| 777 BANNOCK STREET MC 0111 | DENVER | CO | 80204 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| GOLD CROWN FOUNDATION | ||||||||
| 1743 WAZEE ST SUITE 300 | DENVER | CO | 80202 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| MCA DENVER | ||||||||
| 1485 DELGANY STREET | DENVER | CO | 80202 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| DENVER ART MUSEUM | ||||||||
| PO BOX 17765 | DENVER | CO | 80217 | NONE | PC | SUPPORT OF CHARITABLE | $7,500 | |
| ACE SCHOLARSHIPS | ||||||||
| 5251 DTC PKWY 1150 | GREENWOOD VILLAGE | CO | 80111 | NONE | PC | SUPPORT OF CHARITABLE | $35,000 | |
| DENVER CHILDRENS FOUNDATION | ||||||||
| 8275E 11TH AVE 202684 | DENVER | CO | 80220 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| COLORADO OPEN LANDS | ||||||||
| 1546 COLE BLVD 200 | LAKEWOOD | CO | 80401 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| KANBES MARKETS | ||||||||
| 3119 TERRACE STREET | KANSAS CITY | MO | 641113119 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| TURNING POINT THE CENTER FOR HOPE AND | ||||||||
| 8900 STATE LINE ROAD SUITE 240 | LEAWOOD | KS | 66206 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | HEALING |
| THE SALVATION ARMY KANSAS WESTERN | ||||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 | MISSOURI |
| ROCKY MOUNTAIN CONSERVANCY | ||||||||
| PO BOX 3100 | ESTES PARK | CO | 80517 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| EMPORIA COMMUNITY FOUNDATION | ||||||||
| 102A N REED ST | MATFIELD GREEN | KS | 66862 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| THE COLLAPSABLE GIRAFFE INC | ||||||||
| 229A VERNON AVENUE | BROOKLYN | NY | 11206 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| THE CAPE COD FOUNDATION | ||||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| OWEN COX DANCE GROUP | ||||||||
| 4230 HOLMES STREET | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $8,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,616,500 | 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 | $1,282,215 | 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 | $564,604 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXCISE TAX REFUND | 1 | $54 |
| SECTION 897 GAIN | 1 | $2,145 |
| PARTNERSHIP INCOME | 1 | $82,983 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,932,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,932,001 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $558 | $558 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $58 | $58 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $82,983 | -$31,239 |
| EXCISE TAX REFUND | $54 | $0 |
| SECTION 897 CAPITAL GAIN | $2,145 | $2,145 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TAX LOT COST BASIS | Desc |
| Amt | $109,429 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,072 | $2,072 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $912 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $24,741 | $0 | $0 |