BEBE & CROSBY KEMPER FOUNDATION TR 093097: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEBE & CROSBY KEMPER FOUNDATION TR 093097 (EIN 43-6780892)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-05
- IRS object ID
- 202211259349101791
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-05T19:00:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436780892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEBE & CROSBY KEMPER FOUNDATION 10016600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEMP | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/ | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168601933 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,389,609 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $280,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $820,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,240 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $574,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $572,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,255 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,628 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,628 | 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 | $4,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $529 | 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 | $684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $684 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $117,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $716,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $716,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $833,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $772,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$259,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $515,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $177,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $167,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $167,669 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,857,945 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,608,162 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,221,940 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,035,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,775,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,389,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,035,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,775,831 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,035,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,775,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,035,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,775,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,035,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$259,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,775,831 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,775,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-01-05 | $14,040 | $12,701 | $1,339 | $1,339 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-02-02 | $14,797 | $12,701 | $2,096 | $2,096 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-03-02 | $17,202 | $12,701 | $4,501 | $4,501 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-04-07 | $18,259 | $12,701 | $5,558 | $5,558 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-05-03 | $19,602 | $12,701 | $6,901 | $6,901 | |
| 650. UMB FINANCIAL CORP | 2008-04-18 | 2021-05-21 | $63,936 | $41,278 | $22,658 | $22,658 | |
| 600. UMB FINANCIAL CORP | 2008-04-18 | 2021-05-27 | $57,820 | $38,103 | $19,717 | $19,717 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-06-02 | $19,490 | $12,701 | $6,789 | $6,789 | |
| .5 ORGANON & CO | 2015-05-19 | 2021-06-03 | $17 | $14 | $3 | $3 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-07-02 | $18,597 | $12,701 | $5,896 | $5,896 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-08-02 | $18,731 | $12,701 | $6,030 | $6,030 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-09-02 | $18,186 | $12,701 | $5,485 | $5,485 | |
| 100. APPLE COMPUTER INC | 2015-06-26 | 2021-09-22 | $14,608 | $3,172 | $11,436 | $11,436 | |
| 124. DOW INC | 2015-07-17 | 2021-09-22 | $7,012 | $5,461 | $1,551 | $1,551 | |
| 300. MOLSON COORS BEVERAGE CO - B | 2018-08-31 | 2021-09-22 | $13,723 | $19,981 | -$6,258 | -$6,258 | |
| 165. RAYTHEON TECHNOLOGIES CORP | 2015-07-17 | 2021-09-22 | $14,138 | $10,923 | $3,215 | $3,215 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-10-04 | $19,991 | $12,701 | $7,290 | $7,290 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-11-02 | $20,201 | $12,701 | $7,500 | $7,500 | |
| 1000. UMB FINANCIAL CORP | 2008-04-18 | 2021-11-18 | $106,899 | $63,505 | $43,394 | $43,394 | |
| 1000. UMB FINANCIAL CORP | 2008-04-18 | 2021-11-18 | $106,899 | $63,505 | $43,394 | $43,394 | |
| 1000. UMB FINANCIAL CORP | 2008-04-18 | 2021-11-23 | $108,784 | $63,505 | $45,279 | $45,279 | |
| 200. UMB FINANCIAL CORP | 2008-04-18 | 2021-12-02 | $20,497 | $12,701 | $7,796 | $7,796 | |
| 33. ORGANON & CO | 2015-07-17 | 2021-12-08 | $968 | $895 | $73 | $73 | |
| 1000. UMB FINANCIAL CORP | 2008-04-18 | 2021-12-14 | $105,378 | $63,505 | $41,873 | $41,873 | |
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P | |||||
| CAPITAL GAIN DIVIDENDS | $724 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,240 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,224 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,224 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,940 | TaxDueAmt |
| 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 | 8168601933 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK NA | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $56,347 |
| MARY KEMPER WOLF | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $13,727 |
| JOHN MARINER KEMPER | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $13,727 |
| HEATHER MILLER | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $13,727 |
| SHEILA DIETRICH | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $13,727 |
| 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 | $18,890,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,058,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,058,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,772,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $938,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $938,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,164 | TotalTaxAmt |
| Distributable Before Adj | $931,464 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $931,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $931,464 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $772,928 | 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 | $772,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $931,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $539,867 | 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 | $772,928 | QualifyingDistributionsAmt |
| Applied To Year1 | $539,867 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $233,061 | 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 | $698,403 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KANSAS CITY SYMPHONY | |||||||
| 1703 WYANDOTTE ST SUITE 200 | KANSAS CITY | MO | 64108 | NONE | PC | 2021-22 SEASON | $100,000 |
| KANSAS CITY REPERTORY THEATRE | |||||||
| 4825 TROOST AVE STE 106 | KANSAS CITY | MO | 64110 | NONE | PC | PANDEMIC RECOVERY | $75,000 |
| LONGYEAR MUSEUM | |||||||
| 1125 BOYLSTON ST | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| JOURNEY TO NEW LIFE | |||||||
| 3120 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||
| 1300 SOLDIERS FIELD ROAD SUITE 5 | BOSTON | MA | 02135 | NONE | PC | GIFT FOR PROTECT OUR PAST | $20,000 |
| HAPPY BOTTOMS | |||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | FOR GENERAL OPERATING | $5,000 |
| BOULDER MUSEUM OF CONTEMPORARY ART | |||||||
| 1750 13TH ST | BOULDER | CO | 80302 | NONE | PC | FOR EDUCATION PROGRAMS | $150,000 |
| FOLLY THEATER | |||||||
| 300 W 12TH ST | KANSAS CITY | MO | 64105 | NONE | PC | FOR PHASE II OF CAPITAL | $200,000 |
| NORTHWEST FILM FORUM | |||||||
| 1515 12TH AVE | SEATTLE | WA | 98122 | NONE | PC | FOR BIG SONIA 3D HOLOGRAM | $50,000 |
| CAPE COD FOUNDATION | |||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | NONE | PC | FOR THE CHATHAM ANGEL FUND | $5,000 |
| AIDS SERVICE FOUNDATION OF GREATER KC | |||||||
| PO BOX 32192 | KANSAS CITY | MO | 64171 | NONE | PC | FOR HIV-AIDS PROGRAMS | $5,000 |
| KANSAS CHILDREN DISCOVERY CENTER INC | |||||||
| 4400 SW 10TH AVE | TOPEKA | KS | 66604 | NONE | PC | FOR PLAY FREE AT THE CENTER | $10,000 |
| SPAY AND NEUTER KANSAS CITY | |||||||
| 116 E 59TH ST | KANSAS CITY | MO | 64110 | NONE | PC | FOR 2022 FUR GALA | $10,000 |
| PROJECT ANGEL HEART OPP RESERVE FUND | |||||||
| 4950 WASHINGTON ST | DENVER | CO | 80210 | NONE | PC | FOR CHARITABLE PROGRAMS | $10,000 |
| KC SYMPHONY | |||||||
| 1703 WYANDOTTE ST SUITE 200 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING EXPENSES | $50,000 |
| CEDARS CAMPS | |||||||
| 410 SOVEREIGN CT 8 | BALLWIN | MO | 63011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $716,500 | 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 | $280,194 | 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 | $294,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $574,434 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $574,434 | 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 (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-INCOME | $667 | $667 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $2 | $2 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $15 | $15 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $529 | $529 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $948 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,224 | $0 | $0 |