R C KEMPER JR CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- R C KEMPER JR CHARITABLE TRUST & FOUNDATION (EIN 44-6013840)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349101831
- 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 | 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 | 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 | $70,846,668 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,230,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,226,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $699,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,100,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $699,245 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $106,276 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $62,407 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,036,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,988,097 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $234,504 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $117,252 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,252 | 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 | $34,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,383 | 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 | $734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $734 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $270,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,239,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,239,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,510,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,357,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,473,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,868,728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $959,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,799 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $52,328,923 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,564,097 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,509,869 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,288,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,900,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,846,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $53,288,646 | CapitalStockBOYAmt |
| Capital Stock EOY | $51,900,896 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,288,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,900,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,288,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,900,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,288,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,473,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86,222 | OtherIncreasesAmt |
| Subtotal | $51,900,896 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,900,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 950. UMB FINANCIAL CORP | 2008-04-18 | 2022-01-03 | $101,920 | $60,330 | $41,590 | $41,590 | |
| 950. UMB FINANCIAL CORP | 2008-04-18 | 2022-02-02 | $96,459 | $60,330 | $36,129 | $36,129 | |
| 240. CHEVRONTEXACO CORP | 2015-06-26 | 2022-03-15 | $37,502 | $24,421 | $13,081 | $13,081 | |
| 250. CONOCOPHILLIPS | 2015-05-19 | 2022-03-15 | $23,316 | $16,318 | $6,998 | $6,998 | |
| 950. UMB FINANCIAL CORP | 2008-04-18 | 2022-03-16 | $97,019 | $60,330 | $36,689 | $36,689 | |
| 19. ALPHABET INC | 2015-06-26 | 2022-04-08 | $50,856 | $10,493 | $40,363 | $40,363 | |
| 7. AMAZON COM INC | 2016-09-09 | 2022-04-08 | $21,882 | $5,348 | $16,534 | $16,534 | |
| 194. AMERICAN ELECTRIC POWER INC | 2015-07-17 | 2022-04-08 | $20,036 | $10,847 | $9,189 | $9,189 | |
| 291. APPLE COMPUTER INC | 2016-01-06 | 2022-04-08 | $49,909 | $7,327 | $42,582 | $42,582 | |
| 180. CHEVRONTEXACO CORP | 2015-07-17 | 2022-04-08 | $30,551 | $17,318 | $13,233 | $13,233 | |
| 213. COMCAST CORP-CLASS A | 2019-10-10 | 2022-04-08 | $10,099 | $9,492 | $607 | $607 | |
| 101. CONOCOPHILLIPS | 2015-05-19 | 2022-04-08 | $10,347 | $6,592 | $3,755 | $3,755 | |
| 50. COSTCO WHOLESALE CORP | 2015-05-19 | 2022-04-08 | $30,121 | $7,234 | $22,887 | $22,887 | |
| 67. HOME DEPOT INC | 2015-07-17 | 2022-04-08 | $20,890 | $7,567 | $13,323 | $13,323 | |
| 153. J P MORGAN CHASE & CO | 2015-07-17 | 2022-04-08 | $20,394 | $10,585 | $9,809 | $9,809 | |
| 298. KELLOGG CO | 2019-10-10 | 2022-04-08 | $20,092 | $18,604 | $1,488 | $1,488 | |
| 83. NVIDIA CORP | 2021-01-28 | 2022-04-08 | $19,249 | $10,990 | $8,259 | $8,259 | |
| 215. PAYCHEX INC | 2015-06-26 | 2022-04-08 | $30,139 | $10,690 | $19,449 | $19,449 | |
| 126. PROCTER & GAMBLE CO | 2019-02-25 | 2022-04-08 | $20,094 | $12,580 | $7,514 | $7,514 | |
| 144. QUALCOMM INC | 2015-05-19 | 2022-04-08 | $19,742 | $9,783 | $9,959 | $9,959 | |
| 82. UNION PACIFIC CORP | 2015-05-19 | 2022-04-08 | $19,960 | $8,534 | $11,426 | $11,426 | |
| 156. UNITED PARCEL SERVICE INC CLASS B | 2015-05-19 | 2022-04-08 | $29,790 | $15,945 | $13,845 | $13,845 | |
| 112. UNITEDHEALTH GROUP INC | 2015-06-26 | 2022-04-08 | $61,058 | $13,851 | $47,207 | $47,207 | |
| 206. EATON CORP PLC | 2015-06-26 | 2022-04-08 | $30,138 | $12,547 | $17,591 | $17,591 | |
| 179. MEDTRONIC PLC | 2015-05-19 | 2022-04-08 | $20,187 | $13,925 | $6,262 | $6,262 | |
| .344 WARNER BROS DISCOVERY INC | 2015-06-26 | 2022-04-25 | $7 | $12 | -$5 | -$5 | |
| 775. WARNER BROS DISCOVERY INC | 2018-08-15 | 2022-06-01 | $13,707 | $25,492 | -$11,785 | -$11,785 | |
| 811. MEDTRONIC PLC | 2015-07-17 | 2022-06-01 | $79,622 | $61,556 | $18,066 | $18,066 | |
| 4750. UMB FINANCIAL CORP | 2008-04-18 | 2022-08-18 | $466,934 | $301,649 | $165,285 | $165,285 | |
| 3205. AT&T INC | 2018-08-15 | 2022-09-22 | $52,048 | $81,422 | -$29,374 | -$29,374 | |
| 100. APPLE COMPUTER INC | 2016-01-06 | 2022-09-22 | $15,190 | $2,518 | $12,672 | $12,672 | |
| 540. HASBRO INC | 2020-10-22 | 2022-09-22 | $39,263 | $53,449 | -$14,186 | -$14,186 | |
| 570. NORTHERN TRUST CORP | 2015-06-26 | 2022-09-22 | $50,939 | $28,716 | $22,223 | $22,223 | |
| 1987. COMCAST CORP-CLASS A | 2019-10-10 | 2022-11-03 | $60,503 | $88,544 | -$28,041 | -$28,041 | |
| 245. META PLATFORMS INC-CLASS A | 2015-05-19 | 2022-11-03 | $21,919 | $19,768 | $2,151 | $2,151 | |
| 100. APPLE COMPUTER INC | 2016-01-06 | 2022-11-10 | $14,545 | $2,518 | $12,027 | $12,027 | |
| 50. CHEVRONTEXACO CORP | 2015-07-17 | 2022-11-10 | $9,035 | $4,666 | $4,369 | $4,369 | |
| 50. COSTCO WHOLESALE CORP | 2015-06-26 | 2022-11-10 | $25,536 | $7,202 | $18,334 | $18,334 | |
| 550. ELECTRONIC ARTS INC | 2020-12-18 | 2022-11-10 | $70,938 | $78,287 | -$7,349 | -$7,349 | |
| 850. HEINEKEN NV-SPN ADR | 2015-11-03 | 2022-11-10 | $36,881 | $38,246 | -$1,365 | -$1,365 | |
| 2435. UMB FINANCIAL CORP | 2008-04-18 | 2022-11-10 | $208,401 | $154,635 | $53,766 | $53,766 | |
| 48. UNITEDHEALTH GROUP INC | 2015-06-26 | 2022-11-10 | $26,145 | $5,936 | $20,209 | $20,209 | |
| 84. EATON CORP PLC | 2015-06-26 | 2022-11-10 | $13,614 | $5,116 | $8,498 | $8,498 | |
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,981 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $699,245 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,975 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,975 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,503 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,503 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,528 | OverpaymentAmt |
| Applied To ES Tax | $1,528 | 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 | $234,504 | 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 | $76,861,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,162,034 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,162,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,157,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,004,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,800,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,800,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,975 | TotalTaxAmt |
| Distributable Before Adj | $3,774,255 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,774,255 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,774,255 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,357,552 | 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 | $3,357,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,774,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,197,477 | 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 | $3,357,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,197,477 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,075 | 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 | $3,614,180 | 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 (24 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 |
|---|---|---|---|---|---|---|---|---|
| SPENCER MUSEUM OF ART | ||||||||
| 1301 MISSISSIPPI ST | LAWRENCE | KS | 66045 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $416,000 | |
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| 11500 NW AMBASSADOR DR 306 | KANSAS CITY | MO | 64153 | NONE | PC | SUPPORT OF CHARITABLE | $732,000 | |
| LYRICA OPERA | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $178,000 | |
| AMERICAN RED CROSS | ||||||||
| 6601 WINCHESTER AVE | KANSAS CITY | MO | 64133 | NONE | PC | DISASTER RELIEF HURRICANE | $150,000 | |
| HALO FOUNDATION | ||||||||
| 1600 GENESSEE ST SUITE 200 | KANSAS CITY | MO | 64102 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | ATTN REBECCA WELSH CEO |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 5000 E 17 ST | KANSAS CITY | MO | 64127 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $1,000,000 | |
| COMBINED JEWISH PHILANTHROPIES OF | ||||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | UKRAINE EMERGENCY FUND | $10,000 | GREATER BOSTON INC |
| CLASSICAL KC | ||||||||
| 4825 TROOST AVE SUITE 202 | KANSAS CITY | MO | 64110 | NONE | PC | CLASSICAL KC ON-AIR FUND | $1,000 | |
| FOLK ALLIANCE INTERNATIONAL | ||||||||
| 601 AVENIDA CESAR E CHAVEZ SUITE 1 | KANSAS CITY | MO | 64108 | NONE | PC | KANSAS CITY-BASED MUSICIAN | $10,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4949 CHERRY ST | KANSAS CITY | MO | 64110 | NONE | PC | ALL COMMUNITY-EXPANSIVE | $37,500 | |
| KANSAS CITY FRIENDS OF ALVIN AILEY | ||||||||
| 1714 E 18TH STREET | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| KCUR | ||||||||
| 4825 TROOST AVE SUITE 202 | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| CHILD PROTECTION CENTER | ||||||||
| 3101 BROADWAY SUITE 750 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| GENERATION JUSTICE | ||||||||
| 3900 E CAMELBACK RD STE 300 | PHOENIX | AZ | 85108 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| PROJECT & | ||||||||
| 2610 N SAWYER AVE | CHICAGO | IL | 606471612 | NONE | PC | M2M MONUMENTS | $30,000 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | A SECOND CENTURY-GALLERY | $100,000 | |
| CAPE COD CHALLENDER CLUB INC | ||||||||
| 418 BUMPS RD | OSTERVILLE | MA | 02655 | NONE | PC | GIFT IN HONOR OF VICTORIA | $5,000 | |
| REACHING OUT FROM WITHIN | ||||||||
| 360 MINNESOTA AVE | KANSAS CITY | KS | 66101 | NONE | PC | 40TH ANNIVERSARY EVENT | $20,000 | |
| ATCHISON COUNTY HISTORICAL SOCIETY | ||||||||
| 200 S 10TH ST | ATCHISON | KS | 66002 | NONE | PC | RESTORATION OF THE 811 | $50,000 | |
| THE DIGNITY PROJECT | ||||||||
| PO BOX 460232 | DENVER | CO | 80246 | NONE | PC | SHOWERS FOR ALL | $20,000 | |
| METROPOLITAN COMMUNITY COLLEGE FDN | ||||||||
| 3200 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | MCC AGRICULTURE INSTITUTE | $250,000 | |
| PROTECT OUR PAST | ||||||||
| PO BOX 95216 | NEWTON | MA | 02495 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,239,500 | 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 | $1,230,970 | 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 | $699,245 | 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 INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $106,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,036,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,036,491 | 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 (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-INCOME | $656 | $656 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $78 | $78 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $106,276 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,407 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| ADJUST TAX LOT COST BASIS | $86,220 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,383 | $1,383 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,813 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $29,729 | $0 | $0 |