HARRY PORTMAN CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: HARRY PORTMAN CHARITABLE TRUST (EIN 43-6406877)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-05
IRS object ID: 202241259349101939
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
Form 990-PF
Accounting Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

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	436406877	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HARRY PORTMAN CHARITABLE TRUST 10015500	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PORT	BusinessNameControlTxt
Phone	8168601933	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	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	$5,115,897	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$102,582	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$101,990	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$80,338	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$224,520	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$80,338	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$3,929	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$186,849	TotalRevAndExpnssAmt
Total Net Invst Incm	$182,328	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$59,365	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$29,683	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$29,683	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	$1,604	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$768	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	$4	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$61,773	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$30,455	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$30,483	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$140,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$140,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$201,773	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$30,455	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$170,483	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$14,924	ExcessRevenueOverExpensesAmt
Net Investment Income	$151,873	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$23,220	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$59,833	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$59,833	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$1,867,514	OtherInvestmentsBOYAmt
Other Investments EOY	$1,815,788	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,056,064	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,890,734	TotalAssetsBOYAmt
Total Assets EOY	$1,875,621	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,115,897	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,890,734	CapitalStockBOYAmt
Capital Stock EOY	$1,875,621	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,890,734	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,875,621	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,890,734	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,875,621	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,890,734	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$14,924	ExcessRevenueOverExpensesAmt
Other Increases	$109	OtherIncreasesAmt
Subtotal	$1,875,919	SubtotalAmt
Other Decreases	$298	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,875,621	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
50000. APPLE INC DTD 2/23/2016 2.250% 2/23/2021	2016-04-08	2021-01-28	$50,000	$50,000
900. NEXTERA ENERGY INC	1994-01-28	2021-01-28	$74,536	$4,146	$70,390	$70,390
50000. HOME DEPOT INC DTD 2/12/2016 2.000% 4/1/2021	2016-04-08	2021-03-01	$50,000	$50,000
25000. LOWES COMPANIES INC DTD 11/22/2010 3.750% 4/15/2021	2016-11-04	2021-04-15	$25,000	$25,000
640. MARATHON OIL CORP	2002-04-25	2021-04-22	$6,595	$5,604	$991	$991
640. OCCIDENTAL PETROLEUM CORPORATION	2002-04-25	2021-04-22	$15,491	$8,808	$6,683	$6,683
95. ORGANON & CO	1994-03-29	2021-12-08	$2,785	$624	$2,161	$2,161
CAPITAL GAIN DIVIDENDS					$113		P
CAPITAL GAIN DIVIDENDS					$113		P
CAPITAL GAIN DIVIDENDS					$113		P
CAPITAL GAIN DIVIDENDS					$113		P
CAPITAL GAIN DIVIDENDS					$113		P
CAPITAL GAIN DIVIDENDS					$113		P
CAPITAL GAIN DIVIDENDS					$113		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$80,338	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,111	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,111	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,111	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,672	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$1,672	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$439	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 AVENUE	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64106	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
UMB BANK N A
1010 GRAND	KANSAS CITY	MO	64106	TRUSTEE	1	$47,492
MICHAEL A SCHULTZ
400 W 49TH TER 2146	KANSAS CITY	MO	64112	CO-TRUSTEE	1	$11,873

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	$4,606,962	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$65,678	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,672,640	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,672,640	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$70,090	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,602,550	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$230,128	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$230,128	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,111	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,111	TotalTaxAmt
Distributable Before Adj	$228,017	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$228,017	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$228,017	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$170,483	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	$170,483	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$228,017	DistributableAsAdjustedAmt
Undistributed Income PY	$4,752	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	$170,483	QualifyingDistributionsAmt
Applied To Year1	$4,752	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$165,731	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	$62,286	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 (12 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
JEWISH FEDERATION OF GREATER
KANSAS CITY	5801 W 115TH STREET	OVERLAND PARK	KS	66211	NONE	PC	COMMUNITY SECURITY CAMPAIGN	$15,000
JEWISH FAMILY SERVICES
	425 E 63RD STREET	KANSAS CITY	MO	64110	NONE	PC	KESHER KC	$10,000
KANSAS CITY SYMPHONY
ATTN FRANK BYRNE	1703 WYANDOTTE STE 200	KANSAS CITY	MO	64108	NONE	PC	MOBILE MUSIC BOX	$17,500
AMERICAN RED CROSS
	6601 WINCHESTER AVE 110	KANSAS CITY	MO	64133	NONE	PC	GENEVIEVE BYRNE SPEAKER	$2,500
CHILDREN'S MERCY HOSPITAL
	2401 GILIHAM ROAD	KANSAS CITY	MO	64108	NONE	PC	GENOMIC ANSWERS FOR KIDS	$25,000
KEMPER MUSEUM OF CONTEMPORARY ART
ATTN SEAN O'HARROW EXECUTIVE DIRECTOR	4420 WARWICK BOULEVARD	KANSAS CITY	MO	64111	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
UNIVERSITY ACADEMY FOUNDATION
	8080 WARD PARKWAY SUITE 201	KANSAS CITY	MO	64114	NONE	SOI	WELLNESS CENTER OPERATED BY	$10,000
LINDA HALL LIBRARY FOUNDATION
ATTN LISA BROWAR	5109 CHERRY ST	KANSAS CITY	MO	641102498	NONE	PC	EDUCATIONAL OUTREACH	$7,500
KAUFFMAN CENTER FOR THE PERFORMING ARTS
	1601 BROADWAY BLVD	KANSAS CITY	MO	64108	NONE	PC	OPEN DOORS PROGRAM	$7,500
KANSAS CITY GIRLS PREPARATORY ACADEMY
	4550 MAIN STREET SUITE 227	KANSAS CITY	MO	64111	NONE	PC	CAPITAL CAMPAIGN	$15,000
KANSAS CITY HOSPICE & PALLIATIVE CARE
	1500 MEADOW LAKE PKWY SUITE 200	KANSAS CITY	MO	64114	NONE	PC	GRATEFUL FAMILIES PROGRAM	$10,000
UNION STATION KANSAS CITY INC
	30 WEST PERSHING RD SUITE 400	KANSAS CITY	MO	64108	NONE	PC	AUSCHWITZ EXHIBIT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$140,000	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	$102,582	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	$80,338	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	EXCISE TAX REFUND	Desc
Exclusion	1	ExclusionCd
Exclusion	$3,929	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$186,849	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$186,849	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 (3 entries)

DescDesc	AmtAmt
ROUNDING	$7
DIVIDEND IN STOCK ADJUSTMENT	$272
RETURN OF CAPITAL ADJUSTMENT	$19

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS FEE	Desc
Revenue And Expenses Per Books	$4	RevenueAndExpensesPerBooksAmt
Net Investment Income	$4	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	EXCISE TAX REFUND	Desc
Revenue And Expenses Per Books	$3,929	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	BOND AMORTIZATION ADJUSTMENT	Desc
Amt	$109	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$768	$768	$0
FEDERAL ESTIMATES - INCOME	$836	$0	$0