R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE (EIN 44-6010318)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202323119349101832
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- 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 | 446010318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R C KEMPER CHARITABLE TRUST 10017800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEMP | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 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 | $38,531,172 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $671,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $670,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $966,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,364,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $966,283 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $66,776 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,704,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,666,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $189,079 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $94,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $94,540 | 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 | $24,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $741 | 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 | $832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $832 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $215,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,589,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,589,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,805,116 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,684,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$100,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,570,751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $221,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,531 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,531 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,531,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,482,151 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,360,641 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,752,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,652,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,531,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,752,859 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,652,682 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,752,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,652,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,752,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,652,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,752,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$100,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,652,683 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,652,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 520. UMB FINANCIAL CORP | 1971-12-31 | 2022-01-03 | $55,788 | $57 | $55,731 | $55,731 | |
| 520. UMB FINANCIAL CORP | 1971-12-31 | 2022-02-02 | $52,799 | $57 | $52,742 | $52,742 | |
| 520. UMB FINANCIAL CORP | 1971-12-31 | 2022-03-16 | $53,105 | $57 | $53,048 | $53,048 | |
| .8998 WARNER BROS DISCOVERY INC | 2015-06-26 | 2022-04-25 | $19 | $32 | -$13 | -$13 | |
| 466. WARNER BROS DISCOVERY INC | 2018-08-15 | 2022-06-01 | $8,242 | $15,574 | -$7,332 | -$7,332 | |
| 505. MEDTRONIC PLC | 2015-07-17 | 2022-06-01 | $49,580 | $38,520 | $11,060 | $11,060 | |
| 675. CERNER CORP | 2015-07-17 | 2022-06-10 | $64,125 | $47,173 | $16,952 | $16,952 | |
| 2600. UMB FINANCIAL CORP | 1971-12-31 | 2022-08-18 | $255,585 | $285 | $255,300 | $255,300 | |
| 1930. AT&T INC | 2018-08-15 | 2022-09-22 | $31,342 | $49,822 | -$18,480 | -$18,480 | |
| 100. APPLE COMPUTER INC | 2016-01-06 | 2022-09-22 | $15,190 | $2,518 | $12,672 | $12,672 | |
| 350. HASBRO INC | 2019-10-23 | 2022-09-22 | $25,449 | $35,581 | -$10,132 | -$10,132 | |
| 260. NORTHERN TRUST CORP | 2015-07-17 | 2022-09-22 | $23,235 | $19,960 | $3,275 | $3,275 | |
| 260. COLGATE-PALMOLIVE CO | 2015-07-17 | 2022-11-03 | $18,878 | $17,797 | $1,081 | $1,081 | |
| 1100. COMCAST CORP-CLASS A | 2019-10-10 | 2022-11-03 | $33,494 | $49,018 | -$15,524 | -$15,524 | |
| 265. META PLATFORMS INC-CLASS A | 2015-06-26 | 2022-11-03 | $23,708 | $22,291 | $1,417 | $1,417 | |
| 350. ELECTRONIC ARTS INC | 2020-12-18 | 2022-11-10 | $45,142 | $49,819 | -$4,677 | -$4,677 | |
| 700. HEINEKEN NV-SPN ADR | 2015-11-03 | 2022-11-10 | $30,372 | $31,497 | -$1,125 | -$1,125 | |
| 3655. UMB FINANCIAL CORP | 1971-12-31 | 2022-11-10 | $312,815 | $401 | $312,414 | $312,414 | |
| 50. UNITEDHEALTH GROUP INC | 2015-07-17 | 2022-11-10 | $27,234 | $6,194 | $21,040 | $21,040 | |
| 100. PAYCHEX INC | 2015-05-19 | 2022-11-16 | $12,031 | $5,034 | $6,997 | $6,997 | |
| 2400. UMB FINANCIAL CORP | 1971-12-31 | 2022-11-16 | $198,351 | $263 | $198,088 | $198,088 | |
| 50. UNITEDHEALTH GROUP INC | 2015-06-26 | 2022-11-16 | $25,580 | $6,183 | $19,397 | $19,397 | |
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,352 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $966,283 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,833 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,833 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,433 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,833 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $189,079 |
| SHEILA KEMPER DIETRICH | ||||||
| 2336 SPRUCE ST UNIT A | BOULDER | CO | 80302 | CO-TRUSTEE | 20 | $0 |
| JOHN MARINER KEMPER | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $0 |
| THOMAS J WOOD III | ||||||
| 2701 WEST 69TH STREET | PRARIE VILLAGE | KS | 66208 | CO-TRUSTEE | 20 | $0 |
| 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 | $42,140,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,408,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,408,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $636,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,772,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,088,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,088,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,833 | TotalTaxAmt |
| Distributable Before Adj | $2,066,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,066,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,066,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,684,840 | 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 | $1,684,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,066,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,574,341 | 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 | $1,684,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,574,341 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,956,276 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRACE AND HOLY TRINITY CATHEDRAL | |||||||
| 415 W 13TH STREET | KANSAS CITY | MO | 64105 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| ALBRECHT-KEMPER MUSEUM OF ART | |||||||
| 2818 FREDERICK AVE | ST JOSEPH | MO | 64506 | NONE | PC | SUPPORT OF CHARITABLE | $150,000 |
| LIBERTY MEMORIAL ASSOCIATION | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64109 | NONE | PC | A SECOND CENTURY-GALLERY | $500,000 |
| KANSAS CITY BALLET | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | 2022-2023 SEASON SUPPORT | $15,000 |
| SYNERGY SERVICES | |||||||
| 400 E 6TH STREET | PARKVILLE | MO | 64152 | NONE | PC | STAND UP FOR SYNERGY EVENT | $10,000 |
| BOULDER MUSEUM OF CONTEMPORARY ART | |||||||
| 1750 13TH ST | BOULDER | CO | 80302 | NONE | PC | 2023 OUTREACH EDUCATION | $8,500 |
| KAUFFMAN CENTER | |||||||
| 1608 BROADWAY | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| JEWEL BALL | |||||||
| PO BOX 878652 | KANSAS CITY | MO | 64187 | NONE | PC | JEWELL BALL | $10,000 |
| ALLEGRO CHOIR | |||||||
| 228 OAK ST | BONNER SPRINGS | KS | 66012 | NONE | PC | 2022-2023 SEASON | $10,000 |
| UMKC FOUNDATION | |||||||
| 5115 OAK ST 202 | KANSAS CITY | MO | 64112 | NONE | PC | DIGITAL SANDBOX KC | $50,000 |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $30,000 |
| EISENHOWER LIBRARY FOUNDATION | |||||||
| PO BOX 295 | ABILENE | KS | 67410 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| NATIONAL MS SOCIETY | |||||||
| 2000 SHAWNEE MISSION PKWY | MISSION WOODS | KS | 66205 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| JEWISH FAMILY SERVICES | |||||||
| 425 E 63RD STREET | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| THE FEMINIST INSTITUTE | |||||||
| 1220 PARK AVE SR7 | NEW YORK | NY | 10128 | NONE | PC | DIGITAL ARCHIVES PROJECT | $75,000 |
| NEGRO LEAGUES BASEBALL MUSEUM | |||||||
| 1616 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| LEAD TO READ KC | |||||||
| 6022 NORTH STRATHBURY AVE | KANSAS CITY | MO | 64151 | NONE | PC | LEAD TO READ PROGRAMMING | $25,000 |
| PITZER COLLEGE | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 917116101 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| ABILITY KC | |||||||
| 3101 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| AFTER THE HARVEST | |||||||
| 6320 BROOKSIDE STE 304 PLAZA | KANSAS CITY | MO | 64113 | NONE | PC | HEALTHY FOOD FOR HUNGRY | $25,000 |
| MOCSA | |||||||
| 3100 BROADWAY ST 400 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| NICHOLAS SCHOOL OF THE ENVIRONMENT | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| HNC LIVING FOUNDATION | |||||||
| 8100 NEWTON ST | OVERLAND PARK | KS | 66204 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| ONE PARK AVENUE 17TH FL | NEW YORK | NY | 10016 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 |
| KC SOURCELINK | |||||||
| 4747 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | KC SOURCELINK | $12,500 |
| HALO FOUNDATION | |||||||
| 1600 GENESSEE ST SUITE 200 | KANSAS CITY | MO | 64102 | NONE | PC | CAPITAL CAMPAIGN | $30,000 |
| UMKC CONSERVATORY | |||||||
| 5301 CHARLOTTE ST | KANSAS CITY | MO | 64110 | NONE | PC | SRESCENDO 2022 | $10,000 |
| KU CANCER CENTER | |||||||
| 2330 SHAWNEE MISSION PARKWAY STE 30 | KANSAS CITY | KS | 66205 | NONE | PC | 2022 TREADS AND THREATS | $25,000 |
| VIBRANT HEALTH | |||||||
| 21 N 12TH STREET SUITE 300 | KANSAS CITY | KS | 66102 | NONE | PC | SUPPORT OF CHARITABLE | $35,000 |
| KANSAS CITY PBS | |||||||
| 125 E 31ST STREET | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 |
| CHATHAM HISTORICAL SOCIETY | |||||||
| 347 STAGE HARBOR ROAD | CHATHAM | MA | 02633 | NONE | PC | CENTENNIAL EXHIBIT | $25,000 |
| UNITED WE | |||||||
| 2100 CENTRAL STREET 11E | KANSAS CITY | MO | 64108 | NONE | PC | WOMEN CHARITY ECONOMIC | $15,000 |
| CAPS NETWORK | |||||||
| 7501 W 149TH TERRACE | OVERLAND PARK | KS | 66223 | NONE | PC | SUPPORT OF CHARITABLE | $75,000 |
| JEWISH COMMUNITY RELATIONS BUREAU | |||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 |
| AMETHYST PLACE | |||||||
| 2735 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | SUPPORT OF CHARITABLE | $15,000 |
| FOLK ALLIANCE INTERNATIONAL | |||||||
| 601 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 |
| LUCKY TO RIDE | |||||||
| 2751 WEST OXFORD AVE UNIT 2 | SHERIDAN | CO | 80110 | NONE | PC | LEARN TO EARN PROGRAM | $7,500 |
| RECONCILIATION SERVICES | |||||||
| 1006 LINWOOD BLVD | KANSAS CITY | MO | 64109 | NONE | PC | REVEAL THELMAS KITCHEN | $50,000 |
| ART AS MENTORSHIP | |||||||
| 300 GLADSTONE BLVD SUITE 102 | KANSAS CITY | MO | 64123 | NONE | PC | 2023 REBEL SONG | $46,000 |
| KCK COMMUNITY COLLEGE FDN | |||||||
| 3200 BROADWAY | KANSAS CITY | KS | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| AJC | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 |
| PET RESOURCE CENTER OF KC | |||||||
| 1116 E 59TH STREET | KANSAS CITY | MO | 64110 | NONE | PC | 2023 ANNUAL GALA THE | $10,000 |
| LIBERTY MEMORIAL | |||||||
| 2 MEMORIAL DRIVE | KANSAS CITY | MO | 64108 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,589,500 | 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 | $671,881 | 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 | $966,283 | 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 | $66,776 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,704,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,704,940 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $762 | $762 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $19 | $19 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $51 | $51 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $66,776 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,134 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $741 | $741 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7,124 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $17,040 | $0 | $0 |