ENID & CROSBY KEMPER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ENID & CROSBY KEMPER FOUNDATION (EIN 23-7279896)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-11
IRS object ID: 202443169349102564
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	237279896	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ENID AND CROSBY KEMPER FOUNDATION 10018904	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	$63,644,640	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,196,799	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,188,906	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,428,010	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,329,156	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,428,010	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$98,163	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$6,679	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$2,722,972	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,610,237	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$294,072	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$147,036	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$147,036	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	$66,608	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$26,626	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	$10,659	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$10,659	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$371,339	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$184,321	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$147,036	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,401,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,401,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,772,339	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$184,321	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,548,036	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$49,367	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,425,916	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,192,006	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,388,263	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,388,263	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$19,127,482	OtherInvestmentsBOYAmt
Other Investments EOY	$19,840,499	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$53,067,484	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$3,296,999	OtherAssetsBOYAmt
Other Assets EOY	$3,375,893	OtherAssetsEOYAmt
Other Assets EOYFMV	$7,188,893	OtherAssetsEOYFMVAmt
Total Assets BOY	$24,616,487	TotalAssetsBOYAmt
Total Assets EOY	$26,604,655	TotalAssetsEOYAmt
Total Assets EOYFMV	$63,644,640	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$24,616,487	CapitalStockBOYAmt
Capital Stock EOY	$26,604,655	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$24,616,487	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$26,604,655	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$24,616,487	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,604,655	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$24,616,487	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$49,367	ExcessRevenueOverExpensesAmt
Other Increases	$2,037,688	OtherIncreasesAmt
Subtotal	$26,604,808	SubtotalAmt
Other Decreases	$153	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$26,604,655	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
.8 COMMERCE BANCSHARES INC	2009-07-21	2023-01-04	$55	$14	$41	$41
3800. BOK FINANCIAL CORPORATION	2020-03-10	2023-01-11	$391,370	$198,179	$193,191	$193,191
16644. BAYER A G SPONSORED ADR REPSTG 1/10 OF AN ORD	2010-11-10	2023-01-25	$251,984	$81,762	$170,222	$170,222
505. EXPEDIA GROUP INC	2017-08-28	2023-01-25	$58,079	$72,238	-$14,159	-$14,159
9880. ROCHE HOLDINGS LTD SPONSORED ADR REPRESENTS 1/100TH ORD	2005-12-22	2023-01-25	$394,895	$64,118	$330,777	$330,777
6700. TORONTO DOMINION BK	2016-10-31	2023-01-25	$450,420	$275,666	$174,754	$174,754
6788. VERIZON COMMUNICATIONS	2020-10-22	2023-01-25	$272,705	$309,751	-$37,046	-$37,046
960. GENERAC HOLDINGS INC	2022-01-07	2023-02-21	$113,248	$302,042	-$188,794	-$188,794
4800. KELLOGG CO	2019-10-10	2023-03-08	$309,540	$299,659	$9,881	$9,881
3617. APPLE COMPUTER INC	2013-04-12	2023-05-04	$600,704	$55,562	$545,142	$545,142
219. CINTAS CORP	2014-03-24	2023-05-04	$100,421	$12,929	$87,492	$87,492
2111. ORACLE CORPORATION	1997-05-29	2023-05-04	$199,811	$11,171	$188,640	$188,640
500. NVIDIA CORP	2017-11-01	2023-05-31	$190,962	$25,995	$164,967	$164,967
500000. US TREASURY NOTE/BOND .125% 15 OCT 2023	2023-01-11	2023-10-16	$500,000	$482,949	$17,051	$17,051
.4 SANDOZ GROUP AG	2013-03-19	2023-10-23	$12	$7	$5	$5
950. SVB FINANCIAL GROUP	2023-02-13	2023-10-26	$28	$294,011	-$293,983	-$293,983
1800. BOEING CO	2022-01-07	2023-12-20	$474,350	$393,818	$80,532	$80,532
548. SANDOZ GROUP AG	2013-03-19	2023-12-20	$17,240	$4,224	$13,016	$13,016
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P
CAPITAL GAIN DIVIDENDS					$3,332		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,428,010	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$33,720	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$33,720	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$33,720	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$44,989	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$44,989	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$11,269	OverpaymentAmt
Applied To ES Tax	$11,269	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	Yes (true)	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 BLVD	KANSAS CITY	MO	64106	CO-TRUSTEE	20	$234,072
ALEXANDER KEMPER
14905 LITTLE BLUE ROAD	KANSAS CITY	MO	641361238	CO-TRUSTEE	20	$20,000
HEATHER K MILLER
C/O UMB BANK 1010 GRAND BLVD	KANSAS CITY	MO	64106	CO-TRUSTEE	20	$20,000
JOHN MARINER KEMPER
319 LAFAYETTE STREET	DENVER	CO	802183924	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	$49,638,103	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,961,389	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,153,540	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$58,753,032	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$58,753,032	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$881,295	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$57,871,737	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,893,587	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,893,587	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$33,720	TaxBasedOnInvestmentIncomeAmt
Total Tax	$33,720	TotalTaxAmt
Distributable Before Adj	$2,859,867	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,859,867	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,859,867	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,548,036	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	$2,548,036	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,859,867	DistributableAsAdjustedAmt
Undistributed Income PY	$2,468,932	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	$2,548,036	QualifyingDistributionsAmt
Applied To Year1	$2,468,932	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$79,104	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	$2,780,763	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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UMKC FOUNDATION
5110 CHERRY STREET	KANSAS CITY	MO	64110	NONE	PC	2023 ENTREPRENEUR OF THE	$5,000
NATIONAL MS SOCIETY - MID AMERICA
2000 SHAWNEE MISSION PARKWAY	MISSION WOODS	KS	66205	NONE	PC	GAUTREAUX BIKE MS	$25,000
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BLVD	KANSAS CITY	MO	64111	NONE	PC	SUPPORT OF CHARITABLE	$2,346,000
HYMAN BRAND HEBREW ACADEMY
5801 W 115TH STREET	OVERLAND PARK	KS	66211	NONE	PC	2023 CIVIC SERVICE AWARDS	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,401,000	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	$1,196,799	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	$1,428,010	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	$87,188
SECTION 897 GAIN	1	$10,975

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,722,972	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,722,972	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	ACCRUED INTEREST PAID - CARRYOVER	Desc
Amt	$153	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER ALLOCABLE EXPENSE-PRINCI	$8,267	$8,267	$0
OTHER NON-ALLOCABLE EXPENSE -	$1,500	$1,500	$0
OTHER EXPENSE (NON-DEDUCTIBLE	$892	$892	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME	$87,188	-$17,654
SECTION 897 CAPITAL GAIN	$10,975	$10,975

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDesc	AmtAmt
COST BASIS ADJUSTMENT	$107,685
ROUNDING	$3
COST ADJUSTMENT - ARTWORK DONATION	$1,930,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$26,626	$26,626	$0
FEDERAL TAX PAYMENT - PRIOR YE	$741	$0	$0
FEDERAL ESTIMATES - INCOME	$39,241	$0	$0