WILLIAM T KEMPER CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST (EIN 43-6362480)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202303119349101830
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T15:00:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436362480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER CHARITABLE TRUST 10015200 | 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 | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,431,029 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,209,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,198,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,258,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,531,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,258,568 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $84,530 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,407 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,552,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,497,568 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $305,119 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $152,559 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $152,559 | 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 |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,574 | 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 | $11,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,674 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $444,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $153,359 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,968,393 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,968,393 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,412,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,121,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,139,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,322,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,167,414 | CashBOYAmt |
| Cash EOY | $2,898,812 | CashEOYAmt |
| Cash EOYFMV | $2,898,812 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $26,328,692 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,796,422 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,532,217 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,496,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,695,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,431,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $27,496,106 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,695,234 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,496,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,695,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,496,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,695,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,496,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,139,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,342 | OtherIncreasesAmt |
| Subtotal | $30,695,234 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,695,234 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .35 COMMERCE BANCSHARES INC | 2009-07-21 | 2022-01-03 | $24 | $6 | $18 | $18 | |
| 100. ALPHABET INC | 2019-07-26 | 2022-01-07 | $274,486 | $107,856 | $166,630 | $166,630 | |
| 2900. APPLE COMPUTER INC | 2015-03-19 | 2022-01-07 | $499,172 | $92,822 | $406,350 | $406,350 | |
| 3600. COMMERCE BANCSHARES INC | 2009-07-21 | 2022-01-07 | $262,526 | $42,322 | $220,204 | $220,204 | |
| 1160. LILLY ELI & COMPANY | 1992-12-28 | 2022-01-07 | $301,653 | $18,154 | $283,499 | $283,499 | |
| 545. MASTERCARD INC - A | 2015-03-19 | 2022-01-07 | $202,060 | $48,704 | $153,356 | $153,356 | |
| 640. MICROSOFT CORP | 2014-12-22 | 2022-01-07 | $200,853 | $30,714 | $170,139 | $170,139 | |
| 3000. NEXTERA ENERGY INC | 2010-11-10 | 2022-01-07 | $258,427 | $40,459 | $217,968 | $217,968 | |
| 1100. QUALCOMM INC | 1998-04-13 | 2022-01-07 | $199,626 | $1,850 | $197,776 | $197,776 | |
| 615. SHERWIN-WILLIAMS CO | 2000-11-10 | 2022-01-07 | $199,954 | $4,659 | $195,295 | $195,295 | |
| 4272. WILLIAMS COMPANIES INC | 2018-08-10 | 2022-01-07 | $119,398 | $129,082 | -$9,684 | -$9,684 | |
| 1056. AMERICAN ELECTRIC POWER INC | 2010-05-28 | 2022-03-15 | $100,791 | $33,908 | $66,883 | $66,883 | |
| 1992. APPLE COMPUTER INC | 2015-03-19 | 2022-03-15 | $301,654 | $48,911 | $252,743 | $252,743 | |
| 2400. CHEVRONTEXACO CORP | 2010-04-07 | 2022-03-15 | $375,017 | $185,231 | $189,786 | $189,786 | |
| 2070. CONOCOPHILLIPS | 2011-08-09 | 2022-03-15 | $193,053 | $71,998 | $121,055 | $121,055 | |
| 200. COSTCO WHOLESALE CORP | 2014-11-25 | 2022-03-15 | $106,570 | $27,811 | $78,759 | $78,759 | |
| 3660. EXXON MOBIL CORP | 1990-11-02 | 2022-03-15 | $280,997 | $41,173 | $239,824 | $239,824 | |
| 372. LILLY ELI & COMPANY | 1992-12-28 | 2022-03-15 | $101,701 | $5,822 | $95,879 | $95,879 | |
| 1305. MARATHON PETROLEUM CORP COM | 1992-05-28 | 2022-03-15 | $96,306 | $6,241 | $90,065 | $90,065 | |
| 2523. NEXTERA ENERGY INC | 2010-11-10 | 2022-03-15 | $204,606 | $34,026 | $170,580 | $170,580 | |
| 1275. PHILLIPS 66 | 2011-08-09 | 2022-03-15 | $96,818 | $24,336 | $72,482 | $72,482 | |
| 599. CHEVRONTEXACO CORP | 2010-04-07 | 2022-04-08 | $101,666 | $46,231 | $55,435 | $55,435 | |
| 231. CINTAS CORP | 1990-12-11 | 2022-04-08 | $99,679 | $1,349 | $98,330 | $98,330 | |
| 501. CONOCOPHILLIPS | 2000-10-10 | 2022-04-08 | $51,323 | $10,333 | $40,990 | $40,990 | |
| 1176. EXXON MOBIL CORP | 1990-11-02 | 2022-04-08 | $102,274 | $13,135 | $89,139 | $89,139 | |
| 325. LILLY ELI & COMPANY | 1993-06-16 | 2022-04-08 | $101,050 | $4,344 | $96,706 | $96,706 | |
| 190. SHERWIN-WILLIAMS CO | 2000-11-10 | 2022-04-08 | $50,302 | $1,439 | $48,863 | $48,863 | |
| 187. UNITEDHEALTH GROUP INC | 2014-12-22 | 2022-04-08 | $101,945 | $19,259 | $82,686 | $82,686 | |
| .1305 WARNER BROS DISCOVERY INC | 2021-12-17 | 2022-04-25 | $3 | $3 | |||
| 846.5792 WARNER BROS DISCOVERY INC | 2021-12-17 | 2022-06-01 | $14,973 | $19,778 | -$4,805 | -$4,805 | |
| 5045.4208 WARNER BROS DISCOVERY INC | 2018-08-15 | 2022-06-01 | $89,236 | $115,621 | -$26,385 | -$26,385 | |
| 715. MEDTRONIC PLC | 2015-01-27 | 2022-06-01 | $70,197 | $54,632 | $15,565 | $15,565 | |
| 10120. CERNER CORP | 2004-10-29 | 2022-06-10 | $961,400 | $47,741 | $913,659 | $913,659 | |
| .5 WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2013-09-12 | 2022-06-14 | $11 | $11 | |||
| 365. ABBOTT LABORATORIES | 2014-06-05 | 2022-08-18 | $40,164 | $14,676 | $25,488 | $25,488 | |
| 384. AMERICAN ELECTRIC POWER INC | 2010-05-28 | 2022-08-18 | $40,016 | $12,330 | $27,686 | $27,686 | |
| 252. CHEVRONTEXACO CORP | 2010-04-07 | 2022-08-18 | $40,054 | $19,449 | $20,605 | $20,605 | |
| 424. EXXON MOBIL CORP | 2021-04-22 | 2022-08-18 | $39,984 | $23,663 | $16,321 | $16,321 | |
| 171. FEDEX CORP | 2000-05-05 | 2022-08-18 | $40,217 | $6,782 | $33,435 | $33,435 | |
| 111. MASTERCARD INC - A | 2015-03-19 | 2022-08-18 | $39,838 | $9,920 | $29,918 | $29,918 | |
| 161. SHERWIN-WILLIAMS CO | 2000-11-10 | 2022-08-18 | $40,152 | $1,220 | $38,932 | $38,932 | |
| 903. WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2013-09-12 | 2022-08-25 | $22,241 | $19,417 | $2,824 | $2,824 | |
| 6410. AUSTRALIA & NEW ZEALAND BKG GROUP SPONSORED ADR REPSTG 5 ORDINAR | 2022-08-29 | $886 | $886 | $886 | |||
| 4880. MANDIANT INC | 2021-07-28 | 2022-09-12 | $112,240 | $98,297 | $13,943 | $13,943 | |
| 3500. AT&T INC | 2021-12-17 | 2022-09-22 | $56,839 | $63,151 | -$6,312 | -$6,312 | |
| 20856. AT&T INC | 2018-08-15 | 2022-09-22 | $338,694 | $369,113 | -$30,419 | -$30,419 | |
| 1000. APPLE COMPUTER INC | 2013-04-12 | 2022-09-22 | $151,898 | $15,361 | $136,537 | $136,537 | |
| 900. HASBRO INC | 2020-10-22 | 2022-09-22 | $65,439 | $83,696 | -$18,257 | -$18,257 | |
| 4900. NORTHERN TRUST CORP | 2012-06-01 | 2022-09-22 | $437,899 | $191,940 | $245,959 | $245,959 | |
| 2920. COLGATE-PALMOLIVE CO | 2010-04-30 | 2022-11-03 | $212,014 | $108,907 | $103,107 | $103,107 | |
| 5500. COMCAST CORP-CLASS A | 2019-10-10 | 2022-11-03 | $167,471 | $245,090 | -$77,619 | -$77,619 | |
| 3200. META PLATFORMS INC-CLASS A | 2015-03-19 | 2022-11-03 | $286,288 | $265,022 | $21,266 | $21,266 | |
| 3506. WEYERHAEUSER CO | 2010-07-20 | 2022-11-03 | $103,376 | $76,123 | $27,253 | $27,253 | |
| 6410. AUSTRALIA & NEW ZEALAND BKG GROUP SPONSORED ADR REPSTG 5 ORDINAR | 2010-11-10 | 2022-11-10 | $103,327 | $152,398 | -$49,071 | -$49,071 | |
| 2800. ELECTRONIC ARTS INC | 2020-12-18 | 2022-11-10 | $361,140 | $398,553 | -$37,413 | -$37,413 | |
| 1800. FORTINET INC | 2021-07-28 | 2022-11-10 | $96,401 | $98,318 | -$1,917 | -$1,917 | |
| 4000. HEINEKEN NV-SPN ADR | 2016-05-03 | 2022-11-10 | $173,556 | $188,696 | -$15,140 | -$15,140 | |
| 2360. SCHLUMBERGER LTD | 2014-06-05 | 2022-11-10 | $124,094 | $130,707 | -$6,613 | -$6,613 | |
| 420. ZSCALER INC | 2021-07-28 | 2022-11-10 | $54,738 | $99,831 | -$45,093 | -$45,093 | |
| 250000. VISA INC 2.8% 14 DEC 2022 | 2019-03-25 | 2022-12-14 | $250,000 | $250,000 | |||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,472 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,258,568 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $113,804 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $113,804 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,918 | OverpaymentAmt |
| Applied To ES Tax | $25,918 | 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 | Yes (true) | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | TRUSTEE | 20 | $285,119 |
| JOHN MARINER KEMPER | ||||||
| 319 LAFAYETTE ST | DENVER | CO | 802183924 | CO-TRUSTEE | 5 | $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 | $59,222,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $943,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,586,379 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,751,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,751,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,061,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,690,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,484,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,484,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,886 | TotalTaxAmt |
| Distributable Before Adj | $3,396,645 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,396,645 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,396,645 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,121,752 | 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 | $3,121,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,396,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,404,066 | 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 | $3,121,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,404,066 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $717,686 | 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 | $2,678,959 | 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 (35 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KEMPER MUSEUM OF CONTEMPORARY ARTS | ||||||||
| ATTN SEAN O'HARROW | 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | POF | ART ACQUISITIONS AND 2022 | $512,333 |
| FRIENDS OF THE ZOO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | EXEMPT | SUPPORT OF CHARITABLE | $25,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| ATTN HALEY FANNIN | 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64012 | NONE | PC | SUPPORT OF CHARITABLE | $1,000,000 |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $200,000 | |
| NAT SPORTS CENTER FOR THE | ||||||||
| DISABLED | 1801 MILE HIGH STADIUM CIRCLE 1500 | DENVER | CO | 80204 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| AMERICAN RED CROSS | ||||||||
| 6601 WINCHESTER AVE | Kansas City | MO | 64133 | NONE | PC | EMERGENCY ASSISTANCE - | $20,000 | |
| WESTERN NATIONAL STOCK SHOW | ||||||||
| ATTN PAUL ANDREWS | 4655 HUMBOLDT ST | DENVER | CO | 802162818 | NONE | PC | WSSA CAPITAL CAMPAIGN | $60,000 |
| CHILDREN'S MERCY | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $190,060 | |
| STANLEY BRITISH PRIMARY SCHOOL | ||||||||
| 350 QUEBEC STREET | DENVER | CO | 80230 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| KANSAS LIVESTOCK FOUNDATION | ||||||||
| 6031 SW 37TH ST | TOPEKA | KS | 66614 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1900 W 75TH STREET 200 | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 | |
| VOLUNTEERS OF AMERICA COLORADO | ||||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| GREEN LIGHT FUND | ||||||||
| 50 MILK ST 16TH FL | BOSTON | MA | 02109 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 | |
| ST LUKE'S HOSPITAL FDN | ||||||||
| 901 E 104TH ST 100S | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| UNIVERSITY OF PUGET SOUND | ||||||||
| 1500 WARNER ST 1087 | TACOMA | WA | 98416 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 | |
| HORIZONS ACADEMY | ||||||||
| 4901 REINHARDT DR STE A | ROELAND PARK | KS | 66205 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| KANSAS CITY GIRLS' PREPARATORY ACADEMY | ||||||||
| 5000 EAST 17TH ST | KANSAS CITY | MO | 64127 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| YEP KANSAS CITY | ||||||||
| 14905 LITTLE BLUE RD | KANSAS CITY | MO | 64136 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| MSU DENVER FOUNDATION INC | ||||||||
| CAMPUS BOX 14 PO BOX 173362 | Denver | CO | 80217 | NONE | PC | SUPPORT OF CHARITABLE | $210,000 | |
| Pembroke Hill School | ||||||||
| 400 WEST 51ST ST | Kansas City | MO | 64127 | NONE | PC | 1965 SCHOLARSHIP FUND & | $20,000 | |
| KU Endowment Association | ||||||||
| 1010 NORTH KANSAS ST | WICHITA | KS | 67214 | NONE | PC | SCHOOL OF JOURNALISM | $10,000 | |
| CENTRAL CITY OPERA | ||||||||
| 4875 WARD ROAD SUITE 100 | WHEAT RIDGE | CO | 80033 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| MIZEL INSTITUTE | ||||||||
| 400 S KEARNEY STREET | DENVER | CO | 80224 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| KANSAS CITY MUSEUM | ||||||||
| 3218 GLADSTONE BLVD | KANSAS CITY | MO | 64123 | NONE | PC | SUPPORT OF CHARITABLE | $300,000 | |
| PRODIGAL MINISTRIES | ||||||||
| PO BOX 1484 | CRESTWOOD | KY | 40014 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| COLLEGE OF CHARLESTON | ||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29401 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| ARTS KC | ||||||||
| 106 SOUTHWEST BOULEVARD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $35,000 | |
| POWELL GARDENS | ||||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVENUE | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| AMERICAN JAZZ MUSEUM | ||||||||
| 1616 E 18TH STREET | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| AWESOME AMBITIONS | ||||||||
| PO BOX 22456 | KANSAS CITY | MO | 64113 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| AMETHYST PLACE | ||||||||
| 2735 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| UMKC CONSERVATORY OF MUSIC | ||||||||
| 5301 CHARLOTTE STREET | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| MO CHARTER SCHOOLS ASSOCIATION | ||||||||
| 1306 PAPIN STREET | ST LOUIS | MO | 63103 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| NAVY SEAL FOUNDATION | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,968,393 | 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 | $1,209,161 | 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 | $5,258,568 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $84,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,552,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,552,259 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $7,672 | $7,672 | $0 |
| OTHER ALLOCABLE EXPENSE-INCOME | $2,271 | $2,271 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $348 | $348 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $219 | $219 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1,164 | $1,164 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $84,530 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,407 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $1,648 |
| DIVIDEND IN REVERSAL STOP | $543 |
| COST BASIS ADJUSTMENT | $57,151 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10,574 | $10,574 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,113 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $104,300 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,500 | $0 | $0 |