R C KEMPER JR CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- R C KEMPER JR CHARITABLE TRUST & FOUNDATION (EIN 44-6013840)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202223079349101617
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T16:00:21-05:00 | 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 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446013840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R C KEMPER JR CHARITABLE TRUST 10023600 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEMP | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE GRAHAM | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2022-10-19 | 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 | $90,400,372 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,134,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,129,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $547,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,548,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $547,155 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $135,509 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $101,990 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,817,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,778,624 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $233,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $116,502 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,502 | 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 | $40,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,251 | 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 | $1,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,252 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $275,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,880,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,880,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,156,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,998,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$338,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,659,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,427,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $959,723 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $959,723 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $52,294,242 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,328,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,440,649 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,721,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,288,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,400,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $53,721,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $53,288,646 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,721,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,288,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,721,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,288,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,721,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$338,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $53,382,647 | SubtotalAmt |
| Other Decreases | $94,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,288,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-01-05 | $56,159 | $50,804 | $5,355 | $5,355 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-02-02 | $59,188 | $50,804 | $8,384 | $8,384 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-03-02 | $68,810 | $50,804 | $18,006 | $18,006 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-04-07 | $73,037 | $50,804 | $22,233 | $22,233 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-05-03 | $78,408 | $50,804 | $27,604 | $27,604 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-06-02 | $77,960 | $50,804 | $27,156 | $27,156 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-07-02 | $74,388 | $50,804 | $23,584 | $23,584 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-08-02 | $74,926 | $50,804 | $24,122 | $24,122 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-09-02 | $72,744 | $50,804 | $21,940 | $21,940 | |
| 20. ALPHABET INC | 2015-06-26 | 2021-09-22 | $56,190 | $11,051 | $45,139 | $45,139 | |
| 300. APPLE COMPUTER INC | 2016-01-06 | 2021-09-22 | $43,824 | $7,554 | $36,270 | $36,270 | |
| 750. MOLSON COORS BEVERAGE CO - B | 2018-08-31 | 2021-09-22 | $34,308 | $49,953 | -$15,645 | -$15,645 | |
| 50. NETFLIX COM INC | 2015-06-26 | 2021-09-22 | $29,665 | $4,765 | $24,900 | $24,900 | |
| 660. RAYTHEON TECHNOLOGIES CORP | 2015-07-17 | 2021-09-22 | $56,551 | $43,643 | $12,908 | $12,908 | |
| 330. TOTAL FINA ELF S A SPONSORED ADR | 2015-07-17 | 2021-09-22 | $15,118 | $16,865 | -$1,747 | -$1,747 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-10-04 | $79,964 | $50,804 | $29,160 | $29,160 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-11-02 | $80,806 | $50,804 | $30,002 | $30,002 | |
| 1000. UMB FINANCIAL CORP | 2008-04-18 | 2021-11-16 | $106,127 | $63,505 | $42,622 | $42,622 | |
| 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 | 2021-11-22 | $109,199 | $63,505 | $45,694 | $45,694 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2021-12-02 | $81,988 | $50,804 | $31,184 | $31,184 | |
| 132. ORGANON & CO-CDI | 2015-07-17 | 2021-12-08 | $3,870 | $3,578 | $292 | $292 | |
| 1000. UMB FINANCIAL CORP | 2008-04-18 | 2021-12-14 | $105,378 | $63,505 | $41,873 | $41,873 | |
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,725 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $547,155 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,069 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,069 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,646 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,426 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,072 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3 | OverpaymentAmt |
| Applied To ES Tax | $3 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $233,004 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $77,541,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $934,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $78,475,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $78,475,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,177,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $77,298,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,864,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,864,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,069 | TotalTaxAmt |
| Distributable Before Adj | $3,841,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,841,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,841,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,998,235 | 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 | $1,998,235 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,841,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,353,842 | 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 | $1,998,235 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,353,842 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $644,393 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,197,477 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ALBRECHT-KEMPER | ||||||||
| MUSEUM OF ART | 2818 FREDERICK AVENUE | ST JOSEPH | MO | 64506 | NONE | EXEMPT | GENERAL | $175,000 |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE ST SUITE 200 | KANSAS CITY | MO | 64153 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| ATTN SEAN O' HARROW EXECUTIVE DIRECTOR | 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | INTEGALACTIC VOYAGE, 25TH | $533,333 |
| NATIONAL SPORTS CENTER FOR DISABLED | ||||||||
| 1801 MILE HIGH STADIUM CIRCLE 1500 | DENVER | CO | 80204 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| CHARLOTTE STREET FDN | ||||||||
| 1000 W 25TH ST | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| AGRICULTURE FUTURE OF AMERICA | ||||||||
| ATTN MARK STEWART PRESIDENT & CEO | 11500 NW AMBASSADOR DR | KANSAS CITY | MO | 64153 | NONE | PC | GENERAL OPERATING SUPPORT | $732,000 |
| CHILDRENS MERCY HOSPITAL FOUNDATION | ||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $150,600 | |
| Metropolitan Arts Council of Greater | ||||||||
| 106 SOUTHWEST BLVD | Kansas City | MO | 641081924 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| Kansas City CARE Clinic | ||||||||
| 3515 BROADWAY | Kansas City | MO | 64111 | NONE | PC | 50TH ANNIVERSARY | $25,000 | |
| Art as Mentorship | ||||||||
| 106 SOUTHWEST BLVD | Kansas City | MO | 64108 | NONE | PC | EMPOWERING MUSIC PROGRAMS | $20,000 | |
| Northwest Film Forum | ||||||||
| 1515 12TH AVE | Seattle | WA | 98122 | NONE | PC | BIG SONIA INTERACTIVE | $100,000 | |
| The Nature Conservancy | ||||||||
| 2420 NW BUTTON ROAD | Topeka | KS | 66618 | NONE | PC | PURCHASE OF HAW BUILDING | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,880,933 | 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 | $1,134,483 | 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 | $547,155 | 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 |
|---|---|---|
| PARTNERSHIP INCOME | 15 | $125,125 |
| EXCISE TAX REFUND | 1 | $10,384 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,817,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,817,147 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| ADJUST TAX LOT COST BASIS | $94,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL PAYMENTS | $694 | $694 | $0 |
| LINE OF CREDIT PAYMENTS | $500 | $500 | $0 |
| ADR FEES | $50 | $50 | $0 |
| MISCELLANEOUS FEES | $8 | $8 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $125,125 | $101,990 |
| EXCISE TAX REFUND | $10,384 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,251 | $1,251 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $17,050 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $21,798 | $0 | $0 |