R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE (EIN 44-6010318)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349101723
- 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 | 446010318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R C KEMPER CHARITABLE TRUST 10017800 | 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 | 2024-10-25 | 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 | 2024-10-25 | 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 | $36,780,870 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $682,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $677,953 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,640,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,949,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,640,108 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $81,471 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$17,297 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,403,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,300,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $158,565 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $79,283 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $79,283 | 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 | $27,777 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $654 | 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 | $2,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,578 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $188,920 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,181,745 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,181,745 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,370,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,261,028 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,032,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,218,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $170,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $991,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $991,394 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,482,151 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,624,220 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,789,476 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,652,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,615,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,780,870 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,652,682 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,615,614 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,652,682 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,615,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,652,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,615,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,652,682 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,032,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,685,677 | SubtotalAmt |
| Other Decreases | $70,063 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,615,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1045. VERIZON COMMUNICATIONS | 2016-01-06 | 2023-01-23 | $41,831 | $48,986 | -$7,155 | -$7,155 | |
| 1328. UMB FINANCIAL CORP | 1971-12-31 | 2023-02-02 | $120,204 | $146 | $120,058 | $120,058 | |
| 664. UMB FINANCIAL CORP | 1971-12-31 | 2023-03-02 | $58,238 | $73 | $58,165 | $58,165 | |
| 700. KELLOGG CO | 2019-10-10 | 2023-03-07 | $45,032 | $43,700 | $1,332 | $1,332 | |
| 490. MCCORMICK & CO INC | 2015-07-17 | 2023-03-07 | $35,454 | $19,522 | $15,932 | $15,932 | |
| 195. NORFOLK SOUTHERN CORP | 2015-07-17 | 2023-03-07 | $42,405 | $18,084 | $24,321 | $24,321 | |
| 130. NVIDIA CORP | 2021-01-28 | 2023-05-31 | $49,650 | $17,214 | $32,436 | $32,436 | |
| 154. SVB FINANCIAL GROUP | 2023-02-03 | 2023-07-07 | $79 | $49,538 | -$49,459 | -$49,459 | |
| 185. ABBOTT LABORATORIES | 2015-07-17 | 2023-07-17 | $19,830 | $9,239 | $10,591 | $10,591 | |
| 200. ALPHABET INC | 2015-06-26 | 2023-07-17 | $24,941 | $5,526 | $19,415 | $19,415 | |
| 160. APPLE COMPUTER INC | 2016-01-06 | 2023-07-17 | $31,071 | $4,029 | $27,042 | $27,042 | |
| 55. COSTCO WHOLESALE CORP | 2015-05-19 | 2023-07-17 | $30,441 | $7,957 | $22,484 | $22,484 | |
| 60. MASTERCARD INC - A | 2015-07-17 | 2023-07-17 | $24,155 | $5,734 | $18,421 | $18,421 | |
| 55. NVIDIA CORP | 2021-01-28 | 2023-07-17 | $25,492 | $7,283 | $18,209 | $18,209 | |
| 150. WASTE MANAGEMENT INC DEL | 2016-01-06 | 2023-07-17 | $25,205 | $7,962 | $17,243 | $17,243 | |
| 150. EATON CORP PLC | 2015-05-19 | 2023-07-17 | $30,906 | $9,786 | $21,120 | $21,120 | |
| 1875. UMB FINANCIAL CORP | 1971-12-31 | 2023-09-08 | $116,017 | $206 | $115,811 | $115,811 | |
| 26334. UMB FINANCIAL CORP | 1971-12-31 | 2023-11-02 | $1,717,914 | $2,890 | $1,715,024 | $1,715,024 | |
| 1919. UMB FINANCIAL CORP | 1971-12-31 | 2023-11-16 | $138,614 | $211 | $138,403 | $138,403 | |
| 3393. UMB FINANCIAL CORP | 1971-12-31 | 2023-11-17 | $247,959 | $372 | $247,587 | $247,587 | |
| 664. UMB FINANCIAL CORP | 1971-12-31 | 2023-12-04 | $50,016 | $73 | $49,943 | $49,943 | |
| 280. BOEING CO | 2020-12-18 | 2023-12-20 | $73,788 | $50,808 | $22,980 | $22,980 | |
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P | |||||
| CAPITAL GAIN DIVIDENDS | $205 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,640,108 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $27,609 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $45,509 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $775 | OverpaymentAmt |
| Applied To ES Tax | $775 | 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 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $98,565 |
| SHEILA KEMPER DIETRICH | ||||||
| 2336 SPRUCE ST UNIT A | BOULDER | CO | 80302 | CO-TRUSTEE | 20 | $20,000 |
| JOHN MARINER KEMPER | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $20,000 |
| THOMAS J WOOD III | ||||||
| 2701 WEST 69TH STREET | PRARIE VILLAGE | KS | 66208 | CO-TRUSTEE | 20 | $20,000 |
| 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 | $32,409,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,782,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,782,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $491,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,290,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,614,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,614,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,734 | TotalTaxAmt |
| Distributable Before Adj | $1,569,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,569,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,569,788 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,261,028 | 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 | $2,261,028 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,569,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,956,276 | 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 | $2,261,028 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,956,276 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $304,752 | 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 | $1,265,036 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KEMPER MUSEUM OF CONTEMPORARY ART | |||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64112 | NONE | PC | SUPPORT OF CHARITABLE | $314,500 |
| SYNERGY SERVICES | |||||||
| 400 E 6TH STREET | PARKVILLE | MO | 64152 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| BOULDER MUSEUM OF CONTEMPORARY ART | |||||||
| 1750 13TH ST | BOULDER | CO | 80302 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | SUPPORT OF CHARITABLE | $25,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 |
| AMERICAN JAZZ MUSEUM | |||||||
| 1616 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $40,000 |
| GREATER KANSAS CITY COMMUNITY FDN | |||||||
| 1055 BROADWAY BLVD | KANSAS CITY | MO | 64105 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| BACH ARIA SOLOISTS INC | |||||||
| PO BOX 7112 | KANSAS CITY | MO | 64113 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| EISENHOWER FOUNDATION | |||||||
| 200 SE 4TH ST | ABILENE | KS | 67410 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $500,000 |
| CENTRAL CITY OPERA ASSOCIATION | |||||||
| 4875 WARD ROAD STE 100 | WHEAT RIDGE | CO | 80033 | NONE | PC | SUPPORT OF CHARITABLE | $250,000 |
| JEWISH FAMILY SERVICES | |||||||
| 5801 WEST 115TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| THE RABBIT HOLE | |||||||
| 919 E 14TH AVE | NORTH KANSAS CITY | MO | 64116 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| AFTER THE HARVEST | |||||||
| 6320 BROOKSIDE PLAZA | KANSAS CITY | MO | 64113 | NONE | PC | SUPPORT OF CHARITABLE | $75,000 |
| THE UNIVERSITY OF KANSAS HEALTH SYSTEM | |||||||
| 11300 CORPORATE AVE | LENEXA | KS | 66219 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 |
| HNC LIVING FOUNDATION | |||||||
| 8100 NEWTON ST | OVERLAND PARK | KS | 66204 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 |
| HALO FOUNDATION | |||||||
| 1600 GENESSEE ST SUITE 200 | KANSAS CITY | MO | 64102 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| AMERICAN RED CROSS | |||||||
| 6601 W WINCHESTER AVE STE 110 | KANSAS CITY | MO | 64133 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 |
| VETERANS COMMUNITY PROJECT | |||||||
| 1228 MAIN STREET | LONGMONT | CO | 80501 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 |
| CHATHAM HISTORICAL SOCIETY | |||||||
| 347 STAGE HARBOR ROAD | CHATHAM | MA | 02633 | NONE | PC | SUPPORT OF CHARITABLE | $28,245 |
| JEWISH COMMUNITY RELATIONS BUREAU | |||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 |
| AMETHYST PLACE | |||||||
| 2735 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| RECONCILIATION SERVICES | |||||||
| 1006 LINWOOD BLVD | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 |
| YEP KC | |||||||
| 4550 MAIN STREET SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $45,000 |
| KCGPA FOUNDATION | |||||||
| 4550 MAIN STREET SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $204,000 |
| FRIENDS OF THE ZOO INC KC | |||||||
| 6800 ZOO DR | KANSAS CITY | MO | 64132 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| JEWISH FEDERATION OF GREATER KC | |||||||
| 5801 W 115TH STREET SUITE 201 | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 |
| AMERICAN PUBLIC SQUARE | |||||||
| 300 E 39TH STREET 4F | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| FILM FORUM INC | |||||||
| 209 W HOUSTON ST | NEW YORK | NY | 10014 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| ST LUKES FOUNDATION | |||||||
| 901 E 104 ST | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| PAWSPERITY | |||||||
| 5805 TROOST AVENUE | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| PROTECT OUR PAST | |||||||
| PO BOX 606 200 ORLEANS ROAD | NORTH CHATHAM | MA | 02650 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| ART21 | |||||||
| 231 W 29TH STREET STE 206 | NEW YORK | NY | 10001 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,181,745 | 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 | $682,081 | 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 | $2,640,108 | 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 | $80,659 |
| SECTION 897 GAIN | 14 | $812 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,403,660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,403,660 | 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 | $1 |
| COST BASIS ADJUSTMENT | $67,767 |
| MUTUAL FUND INCOME TIMING ADJ | $2,295 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $1,846 | $1,846 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $558 | $558 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $174 | $174 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $80,659 | -$18,109 |
| SECTION 897 GAIN | $812 | $812 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $654 | $654 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7,007 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $20,116 | $0 | $0 |