ENID & CROSBY KEMPER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ENID & CROSBY KEMPER FOUNDATION (EIN 23-7279896)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349102216
- 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
- Other Professional Fees 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 | 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 | 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 | $58,002,726 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,110,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,102,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,896,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,916,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,896,448 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $98,295 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,711 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,105,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,050,719 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $298,693 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $149,346 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,346 | 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 Rev And Expnss | $125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,416 | 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 | $10,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,093 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $397,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,128,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,128,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,526,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,278,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $578,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,855,739 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $473,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,192,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,192,006 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $19,805,565 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,127,482 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,700,721 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,409,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,296,999 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,109,999 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,688,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,616,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,002,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,688,419 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,616,487 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,688,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,616,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,688,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,616,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,688,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $578,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $349,169 | OtherIncreasesAmt |
| Subtotal | $24,616,487 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,616,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .15 COMMERCE BANCSHARES INC | 2009-07-21 | 2022-01-03 | $10 | $3 | $7 | $7 | |
| 50. ALPHABET INC-CL C | 2015-03-19 | 2022-01-07 | $137,114 | $27,908 | $109,206 | $109,206 | |
| 25. AMAZON COM INC | 2016-10-28 | 2022-01-07 | $81,281 | $19,431 | $61,850 | $61,850 | |
| 1700. APPLE COMPUTER INC | 2015-03-19 | 2022-01-07 | $292,618 | $52,748 | $239,870 | $239,870 | |
| 4300. COMMERCE BANCSHARES INC | 2009-07-21 | 2022-01-07 | $313,573 | $77,157 | $236,416 | $236,416 | |
| 300. META PLATFORMS INC-CLASS A | 2015-03-19 | 2022-01-07 | $100,049 | $24,846 | $75,203 | $75,203 | |
| 3941. MATSON INC | 2010-12-06 | 2022-01-07 | $349,874 | $72,034 | $277,840 | $277,840 | |
| 1000. NEXTERA ENERGY INC | 2011-03-18 | 2022-01-07 | $86,142 | $13,195 | $72,947 | $72,947 | |
| 1100. CHEVRONTEXACO CORP | 2020-12-18 | 2022-03-24 | $182,818 | $96,141 | $86,677 | $86,677 | |
| 4000. ENBRIDGE INC | 2013-04-12 | 2022-03-24 | $180,886 | $133,743 | $47,143 | $47,143 | |
| 600. EXXON MOBIL CORP | 1984-06-20 | 2022-03-24 | $49,998 | $3,002 | $46,996 | $46,996 | |
| 600. MARATHON PETROLEUM CORP COM | 1993-08-31 | 2022-03-24 | $48,831 | $2,475 | $46,356 | $46,356 | |
| 570. APPLE COMPUTER INC | 2013-04-12 | 2022-04-06 | $98,048 | $8,756 | $89,292 | $89,292 | |
| 550. JOHNSON & JOHNSON | 2005-10-28 | 2022-04-06 | $100,328 | $34,323 | $66,005 | $66,005 | |
| 750. NESTLE S A SPONSORED ADR REPSTG 1/20TH REG SH | 1992-10-02 | 2022-04-06 | $98,591 | $5,981 | $92,610 | $92,610 | |
| 1100. NEXTERA ENERGY INC | 2011-03-18 | 2022-04-06 | $95,079 | $14,515 | $80,564 | $80,564 | |
| .9933 WARNER BROS DISCOVERY INC | 2021-12-17 | 2022-04-25 | $21 | $23 | -$2 | -$2 | |
| 877.1655 WARNER BROS DISCOVERY INC | 2021-12-17 | 2022-06-01 | $15,514 | $20,493 | -$4,979 | -$4,979 | |
| 3431.8345 WARNER BROS DISCOVERY INC | 2018-08-15 | 2022-06-01 | $60,697 | $67,843 | -$7,146 | -$7,146 | |
| .4 WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2013-09-12 | 2022-06-14 | $9 | $9 | |||
| 361. WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 2013-09-12 | 2022-08-25 | $8,892 | $7,763 | $1,129 | $1,129 | |
| 14350. AUSTRALIA & NEW ZEALAND BKG GROUP SPONSORED ADR REPSTG 5 ORDINA | 2022-08-29 | $1,984 | $1,984 | $1,984 | |||
| 3660. MANDIANT INC | 2021-07-28 | 2022-09-12 | $84,180 | $73,723 | $10,457 | $10,457 | |
| 3630. AT&T INC | 2021-12-17 | 2022-09-22 | $58,841 | $65,497 | -$6,656 | -$6,656 | |
| 14186. AT&T INC | 2018-08-15 | 2022-09-22 | $229,950 | $216,583 | $13,367 | $13,367 | |
| 1000. APPLE COMPUTER INC | 2013-04-12 | 2022-09-22 | $153,834 | $15,361 | $138,473 | $138,473 | |
| 1150. HASBRO INC | 2020-10-22 | 2022-09-22 | $84,240 | $100,262 | -$16,022 | -$16,022 | |
| 3600. NORTHERN TRUST CORP | 2012-06-01 | 2022-09-22 | $324,067 | $141,957 | $182,110 | $182,110 | |
| 3800. SOUTHWEST AIRLINES CO | 2018-06-12 | 2022-09-22 | $125,284 | $198,742 | -$73,458 | -$73,458 | |
| 2533. AKZO NOBEL NV-SPON ADR | 1992-10-02 | 2022-11-03 | $50,380 | $20,897 | $29,483 | $29,483 | |
| 2000. COLGATE-PALMOLIVE CO | 2010-04-30 | 2022-11-03 | $145,215 | $85,010 | $60,205 | $60,205 | |
| 6700. COMCAST CORP-CLASS A | 2019-10-10 | 2022-11-03 | $204,010 | $298,564 | -$94,554 | -$94,554 | |
| 2200. META PLATFORMS INC-CLASS A | 2015-03-19 | 2022-11-03 | $196,823 | $182,202 | $14,621 | $14,621 | |
| 2089. WEYERHAEUSER CO | 2010-07-20 | 2022-11-03 | $61,595 | $63,266 | -$1,671 | -$1,671 | |
| 14350. AUSTRALIA & NEW ZEALAND BKG GROUP SPONSORED ADR REPSTG 5 ORDINA | 2017-03-16 | 2022-11-10 | $231,317 | $139,034 | $92,283 | $92,283 | |
| 3800. DELTA AIR LINES INC | 2018-06-12 | 2022-11-10 | $135,294 | $204,693 | -$69,399 | -$69,399 | |
| 2145. ELECTRONIC ARTS INC | 2020-12-18 | 2022-11-10 | $276,659 | $305,320 | -$28,661 | -$28,661 | |
| 1350. FORTINET INC | 2021-07-28 | 2022-11-10 | $72,300 | $73,738 | -$1,438 | -$1,438 | |
| 3000. HEINEKEN NV-SPN ADR | 2016-05-03 | 2022-11-10 | $130,167 | $78,093 | $52,074 | $52,074 | |
| 315. ZSCALER INC | 2021-07-28 | 2022-11-10 | $41,054 | $74,873 | -$33,819 | -$33,819 | |
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,085 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,896,448 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,284 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $48,284 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,589 | OverpaymentAmt |
| Applied To ES Tax | $8,589 | 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 (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 | $238,693 |
| 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 | $46,671,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $681,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,835,865 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,188,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,188,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $812,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,376,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,668,801 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,668,801 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,695 | TotalTaxAmt |
| Distributable Before Adj | $2,629,106 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,629,106 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,629,106 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,278,813 | 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 | $2,278,813 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,629,106 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,118,639 | 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 | $2,278,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,118,639 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $160,174 | 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 | $2,468,932 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KANSAS CITY SYMPHONY ASSOCIATION | |||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $250,000 |
| CEDARS CAMPS | |||||||
| 410 SOVEREIGN CT STE 8 | BALLWIN | MO | 63011 | NONE | PC | CEDARS AQUATIC CENTER | $25,000 |
| PROJECT ANGEL HEART | |||||||
| 4950 WASHINGTON ST | DENVER | CO | 80216 | NONE | PC | SUPPORT OF CHARITABLE | $45,000 |
| NATIONAL WESTERN STOCK SHOW | |||||||
| 4655 HUMBOLDT ST | DENVER | CO | 80216 | NONE | PC | SUPPORT OF CHARITABLE | $64,000 |
| ABILITY KC | |||||||
| 3011 BALTIMORE AVE | Kansas City | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| MINDDRIVE | |||||||
| 2615 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| KEMPER MUSEUM OF CONTEMPORARY ART | |||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $970,667 |
| SALVATION ARMY-DENVER | |||||||
| 2201 STOUT ST | DENVER | CO | 80205 | NONE | PC | LAMBUTH FAMILY CENTER | $100,000 |
| BARNABAS FOUNDATION | |||||||
| 501 SILVERSIDE RD | WILMINGTON | DE | 19809 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| SALVATION ARMY-KANSAS CITY | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | 2022 CHRISTMAS CAMPAIGN | $100,000 |
| STARTLAND | |||||||
| 1475 WALNUT STREET | KANSAS CITY | MO | 64106 | NONE | PC | SUPPORT OF CHARITABLE | $55,000 |
| PLANNED PARENTHOOD OF THE GREAT PLAINS | |||||||
| 4401 W 109TH ST STE 200 | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC | |||||||
| 2842 W 47TH AVE | KANSAS CITY | KS | 66103 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET | BOSTON | MA | 02109 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| HARVESTERS | |||||||
| 1400 WYOMING STREET | DAYTON | OH | 45410 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 |
| HAPPY BOTTOMS | |||||||
| 303 W 79TH STREET | KANSAS CITY | MO | 64114 | NONE | PC | SUPPORT OF CHARITABLE | $1,000 |
| THERE WITH CARE | |||||||
| 2825 WILDERNESS PLACE STE 100 | BOULDER | CO | 80301 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 |
| AIDS FOUNDATION OF GREATER KC | |||||||
| PO BOX 32192 | KANSAS CITY | MO | 64171 | NONE | PC | WORLD AIDS DAY 2022 | $10,000 |
| BBBS OF KANSAS CITY | |||||||
| 1709 WALNUT STREET | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| KC PET PROJECT | |||||||
| 7077 ELMWOOD AVENUE | KANSAS CITY | MO | 64132 | NONE | PC | LOVE FINDS A WAY EVENT | $20,000 |
| LYRIK'S INSTITUTION | |||||||
| PO BOX 11671 | KANSAS CITY | MO | 64138 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| SANKOFA LEADERSHIP INITIATIVE | |||||||
| 11130 HOLMES ROAD | KANSAS CITY | MO | 64131 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| HUNDRED CLUB OF DENVER | |||||||
| 5160 PRESERVE PKWY N | GREENWOOD VILLAGE | CO | 80121 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| CENTRAL CITY OPERA | |||||||
| 124 EUREKA ST | CENTRAL CITY | CO | 80427 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| THE PLAZA ACADEMY | |||||||
| 3930 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| STARLIGHT THEATRE | |||||||
| 4600 STARLIGHT ROAD | KANSAS CITY | MO | 64132 | NONE | PC | SUPPORT OF CHARITABLE | $6,000 |
| HYMAN BRAND HEBREW ACADEMY | |||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||
| PO BOX 95216 | BOSTON | MA | 02495 | NONE | PC | SUPPORT OF CHARITABLE | $12,000 |
| LIBERTY MEMORIAL ASSOCIATION | |||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,128,667 | 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 | $1,110,699 | 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 | $1,896,448 | 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 |
|---|---|---|
| EXCISE TAX REFUND | 1 | $968 |
| PARTNERSHIP INCOME | 1 | $97,327 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,105,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,105,442 | 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 (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $7,538 | $7,538 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $50 | $50 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $449 | $449 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $2,056 | $2,056 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX REFUND | $968 | $0 |
| PARTNERSHIP INCOME | $97,327 | $51,711 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN LLP ADJUSTMENT | $339,169 |
| CHARITABLE DISTRIBUTION RECOVERY | $10,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $35,416 | $35,416 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,253 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $50,496 | $0 | $0 |