WILLIAM T KEMPER CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST (EIN 43-6362480)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202233079349100828
- 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 | 2022-11-03T16:00:21-05:00 | 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 | 436362480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER CHARITABLE TRUST 10015200 | 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 | 2022-11-02 | 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 | 2022-11-02 | 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 | $78,097,682 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,166,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,153,291 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $539,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,438,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $539,967 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $81,282 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,477 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,788,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,739,735 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $338,423 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $169,212 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,212 | 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 | $33,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,067 | 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 | $9,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,882 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $382,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,759,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,759,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,141,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,929,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,353,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,554,574 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,826,704 | CashBOYAmt |
| Cash EOY | $1,167,414 | CashEOYAmt |
| Cash EOYFMV | $1,167,414 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $27,109,440 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,328,692 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,930,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,936,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,496,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,097,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,936,144 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,496,106 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,936,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,496,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,936,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,496,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,936,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,353,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $171,771 | OtherIncreasesAmt |
| Subtotal | $27,754,400 | SubtotalAmt |
| Other Decreases | $258,294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,496,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2600. WELLS FARGO & CO | 2013-03-19 | 2021-01-15 | $84,207 | $97,856 | -$13,649 | -$13,649 | |
| 1500. NATIONAL BEVERAGE CORP | 2019-01-04 | 2021-01-26 | $172,055 | $108,854 | $63,201 | $63,201 | |
| 500000. APPLE INC DTD 2/23/2016 2.250% 2/23/2021 | 2016-04-08 | 2021-01-28 | $500,000 | $500,000 | |||
| 500000. STARBUCKS CORP DTD 2/4/2016 2.100% 2/4/2021 | 2016-04-14 | 2021-02-04 | $500,000 | $500,000 | |||
| 500000. HOME DEPOT INC DTD 2/12/2016 2.000% 4/1/2021 | 2016-04-08 | 2021-03-01 | $500,000 | $500,000 | |||
| 500000. MARRIOTT INTERNATIONAL INC DTD 9/14/2015 2.875% 3/1/2021 | 2017-11-13 | 2021-03-01 | $500,000 | $500,000 | |||
| 250000. LOWES COMPANIES INC DTD 11/22/2010 3.750% 4/15/2021 | 2016-11-04 | 2021-04-15 | $250,000 | $250,000 | |||
| 500000. BANK AMERICA FUNDING CORP DTD 4/19/2016 2.625% SER GMTN 4/19/2 | 2017-11-13 | 2021-04-19 | $500,000 | $500,000 | |||
| 8500. MARATHON OIL CORP | 1992-05-28 | 2021-04-22 | $88,891 | $59,511 | $29,380 | $29,380 | |
| 3102. MURPHY USA INC | 1992-01-15 | 2021-04-22 | $429,518 | $14,558 | $414,960 | $414,960 | |
| 2696. TOTAL FINA ELF S A SPONSORED ADR | 2010-11-10 | 2021-04-22 | $119,505 | $147,294 | -$27,789 | -$27,789 | |
| 3910. WOODSIDE PETROLEUM LTD SPONSORED ADR REPSTG 1 ORD | 1998-09-14 | 2021-04-22 | $68,503 | $19,824 | $48,679 | $48,679 | |
| .2 ORGANON & CO-CDI | 2014-06-05 | 2021-06-03 | $7 | $5 | $2 | $2 | |
| 1000. UMB FINANCIAL CORP | 1994-06-06 | 2021-11-10 | $104,770 | $11,805 | $92,965 | $92,965 | |
| 500000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2017-11-13 | 2021-11-15 | $500,000 | $500,000 | |||
| 660. ORGANON & CO-CDI | 2014-06-05 | 2021-12-08 | $19,350 | $7,697 | $11,653 | $11,653 | |
| 12000. FIRST TRUST MLP AND ENERGY I | 2017-01-31 | 2021-12-17 | $85,376 | $181,521 | -$96,145 | -$96,145 | |
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,710 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $539,967 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,609 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,609 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,113 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,613 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4 | OverpaymentAmt |
| Applied To ES Tax | $4 | 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 | Yes (true) | 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 (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 | 20 | $285,495 |
| JOHN MARINER KEMPER | ||||||
| 319 LAFAYETTE ST | DENVER | CO | 802183924 | CO-TRUSTEE | 5 | $52,928 |
| 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 | $59,101,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,068,507 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,743,822 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,914,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,914,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,078,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,835,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,541,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,541,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,609 | TotalTaxAmt |
| Distributable Before Adj | $3,520,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,520,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,520,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,929,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,929,362 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,520,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,813,259 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,929,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,813,259 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,116,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,404,066 | 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 (51 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 |
|---|---|---|---|---|---|---|---|---|
| HYMAN BRAND HEBREW | ||||||||
| ACADEMY | 5801 W 115TH ST | Overland Park | MO | 66211 | NONE | PC | CIVIC SERVICE AWARD | $25,000 |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| ATTN HALEY FANNIN | 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64012 | NONE | PC | JR LIVESOTCK AUCTION | $186,750 |
| AMERICAN RED CROSS | ||||||||
| 6601 WINCHESTER AVE SUITE 110 | Kansas City | MO | 64133 | NONE | PC | GIFT FOR TORNADO DISASTER | $50,000 | |
| NATIONAL WESTERN STOCK SHOW | ||||||||
| ATTN PAUL ANDREWS | 4655 HUMBOLDT ST | DENVER | CO | 802162818 | NONE | PC | WSSA CAPITAL CAMPAIGN | $60,000 |
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||
| 4200 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $64,000 | |
| LYRIC OPERA | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64114 | NONE | PC | 2021-22 SEASON | $100,000 | |
| KANSAS CITY PUBLIC LIBRARY | ||||||||
| 14 WEST 10TH STREET | Kansas City | MO | 64105 | NONE | PC | NORTH-EAST BRANCH | $25,000 | |
| GRACE AND HOLY TRINITY CATHEDRAL | ||||||||
| 415 W 13TH ST | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COLORADO UPLIFT | ||||||||
| 400 W 48TH AVE 250 | Denver | MO | 80216 | NONE | PC | PROGRAMS FOR URBAN YOUTH | $25,000 | |
| DENVER ART MUSEUM | ||||||||
| 110 W 14TH AVENUE PKWY | DENVER | CO | 80204 | NONE | PC | UNVEILED GALA | $25,000 | |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||||
| 1601 BROADWAY BLVD | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| THE GREEN LIGHT FUND | ||||||||
| ATTN SARAH BEAULIEW | 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | NONE | PC | 4TH PAYMENT OF 5 YEAR | $20,000 |
| RECONCILIATION SERVICES | ||||||||
| 3101 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| UNIVERSITY OF PUGET SOUND | ||||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | NONE | PC | CAPITAL CAMPAIGN PAYMENT | $25,000 | |
| HORIZONS ACADEMY | ||||||||
| 4901 REINHARDT DR | ROELAND PARK | KS | 66205 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| KCPT PUBLIC TELEVISION | ||||||||
| 125 EAST 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | BUILDING FOR INNOVATION | $75,000 | |
| TURNER HEALTH CLINIC | ||||||||
| 21 NORTH 12TH ST SUITE 300 | KANSAS CITY | KS | 66102 | NONE | PC | PRIMARY HEALTH CARE FOR | $30,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATIONAL FUNDING | $30,000 | |
| KANSAS CITY GIRLS' PREPARATORY ACADEMY | ||||||||
| 4550 MAIN ST SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | READY TO LEAD CAPITAL | $1,010,000 | |
| YEP KANSAS CITY | ||||||||
| 14905 LITTLE BLUE RD | KANSAS CITY | MO | 64136 | NONE | PC | GENERAL OPERATING EXPENSES | $14,000 | |
| GKCCF | ||||||||
| 1055 BROADWAY BLVD STE 130 | Kansas City | MO | 64105 | NONE | PC | COMMUNITY CARRYOUT | $35,000 | |
| MSU Denver Foundation | ||||||||
| CAMPUS BOX 14 PO BOX 173362 | Denver | CO | 80217 | NONE | PC | DAY OF GIVING | $20,000 | |
| Barstow School | ||||||||
| 11511 STATE LINE RD | Kansas City | MO | 64114 | NONE | PC | IDEA SPACE KC | $5,000 | |
| Emily Griffith Foundation Inc | ||||||||
| 1860 LINCOLN ST SUITE 605 | Denver | CO | 80203 | NONE | PC | COVID-19 RECOVERY | $15,000 | |
| Boys Grow | ||||||||
| 9301 EAST 147TH ST | Kansas City | MO | 64149 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KCUR | ||||||||
| 4420 WARWICK BLVD | Kansas City | MO | 64111 | NONE | PC | RADIO ACTIVE 2021 | $5,000 | |
| After the Harvest | ||||||||
| 6320 BROOKSIDE PLAZA STE 304 | Kanas City | MO | 64113 | NONE | PC | HEALTHY FOOD FOR HUNGRY | $40,000 | |
| Eisenhower Foundation | ||||||||
| 200 S E 4TH ST | Abilene | MO | 67410 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Horses and Humans Research Foundation | ||||||||
| 15670 CHARDON WINDSOR RD | Huntsburg | OH | 44046 | NONE | PC | CLOUD SOFTWARE FOR | $9,600 | |
| Lead to Read | ||||||||
| 6022 NORTH STRATHBURY | Kansas City | MO | 64151 | NONE | PC | CLASSROOM SPONSORSHIP | $25,000 | |
| Allegro Choirs | ||||||||
| 110 W 3RD ST | Bonner Springs | KS | 66012 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| The Jewel Ball | ||||||||
| PO BOX 878652 | Kansas City | MO | 64187 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Kansas City Ballet | ||||||||
| 500 W PERSHING RD | Kansas City | MO | 64108 | NONE | PC | 2021-22 SEASON SUPPORT | $15,000 | |
| Negro Leagues Baseball Museum | ||||||||
| 1616 E 18TH ST | Kansas City | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Pembroke Hill School | ||||||||
| 5121 STATE LINE ROAD | Kansas City | MO | 64112 | NONE | PC | 1965 SCHOLARSHIP FUND & | $20,000 | |
| Generation Justice | ||||||||
| 3900 E CAMELBACK RD STE 300 | Phoenix | AZ | 85018 | NONE | PC | CHILDREN'S RIGHTS EDUCATION | $10,000 | |
| Union Station Kansas City | ||||||||
| 30 W PERSHING ROAD SUITE 400 | Kansas City | MO | 64108 | NONE | PC | AUSCHWITZ, NOT LONG AGO\NOT | $100,000 | |
| The Plaza Academy | ||||||||
| 3930 BROADWAY BLVD | Kansas City | MO | 64111 | NONE | PC | SCHOOL BASED MENTAL HEALTH | $20,000 | |
| Kansas City Friends of Alvin Ailey | ||||||||
| 1714 E 18TH ST | Kansas City | MO | 64108 | NONE | PC | KCFAA ARTS EDUCATION | $50,000 | |
| MOCSA | ||||||||
| 3100 BROADWAY STE 400 | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Planned Parenthood of the Great Plains | ||||||||
| 4401 W 109TH ST SUITE 100 | Overland Park | KS | 66211 | NONE | PC | SEXUAL & REPRODUCTIVE | $5,000 | |
| Truman Library Institute | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | WILD ABOUT HARRY | $25,000 | |
| The University of Kansas Cancer Center | ||||||||
| 4000 CAMBRIDGE ST | Kansas City | MO | 66160 | NONE | PC | 2021 TREADS AND THREADS | $30,000 | |
| KU Endowment Association | ||||||||
| 1891 CONSTANT AVE | Lawrence | KS | 66047 | NONE | PC | SCHOOL OF JOURNALISM | $20,000 | |
| Global Down Syndrome Foundation | ||||||||
| 3239 E 2ND AVE | Denver | CO | 80206 | NONE | PC | ANNUAL EVENT CALLED BE | $50,000 | |
| Santa Clara University | ||||||||
| 500 EL CAMINO REAL | Santa Clara | CA | 95053 | NONE | PC | FOR GENERAL, EXPENDABLE | $10,000 | |
| Police Athletic League of KCMO | ||||||||
| 1801 WHITE AVENUE | Kansas City | MO | 64126 | NONE | PC | GIFT FOR CHARITABLE | $10,000 | |
| National Jewish Health | ||||||||
| 1400 JACKSON STREET S735 | Denver | CO | 80206 | NONE | PC | FOR POST COVID CARE AND | $100,000 | |
| Ducks Unlimited | ||||||||
| 1 WATERFOWL WAY | Memphis | TN | 38120 | NONE | PC | PRAIRIE'S PROPOSAL | $100,000 | |
| CENTRAL CITY OPERA HOUSE ASSOCIATION | ||||||||
| 124 EUREKA ST | CENTRAL CITY | CO | 80427 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NEW REFORM TEMPLE | ||||||||
| 7100 MAIN ST | KANSAS CITY | MO | 64114 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,759,350 | 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 | $1,166,955 | 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 | $539,967 | 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 | $54,220 |
| EXCISE TAX REFUND | 1 | $27,062 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,788,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,788,204 | 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 |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $6,664 |
| DIVIDEND IN REVERSAL STOP | $1,630 |
| INVESTMENT IN LLC ADJUSTMENT | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL PAYMENT | $9,011 | $9,011 | $0 |
| LINE OF CREDIT PAYMENT | $500 | $500 | $0 |
| ADR FEES | $371 | $371 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $54,220 | $46,477 |
| EXCISE TAX REFUND | $27,062 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $171,771 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,067 | $6,067 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7,697 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $19,500 | $0 | $0 |