ENID & CROSBY KEMPER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ENID & CROSBY KEMPER FOUNDATION (EIN 23-7279896)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202233079349101618
- 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 | 237279896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENID AND CROSBY KEMPER FOUNDATION 10018904 | 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 | $56,935,092 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,086,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,064,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $914,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,744,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $914,675 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $129,925 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90,524 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,130,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,069,898 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $372,853 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $186,426 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $186,426 | 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 | $47,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,137 | 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 | $3,188 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,188 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $424,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $214,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $187,226 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,693,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,693,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,117,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $214,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,880,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$986,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,855,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,191,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $473,354 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $473,354 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $19,365,372 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,805,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,758,334 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,405,592 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,409,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,703,404 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,962,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,688,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,935,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,962,073 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,688,419 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,962,073 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,688,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,962,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,688,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,962,073 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$986,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,773 | OtherIncreasesAmt |
| Subtotal | $23,976,919 | SubtotalAmt |
| Other Decreases | $288,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,688,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1200. NATIONAL BEVERAGE CORP | 2019-01-04 | 2021-01-26 | $137,644 | $87,083 | $50,561 | $50,561 | |
| 500000. APPLE INC DTD 2/23/2016 2.250% 2/23/2021 | 2016-04-08 | 2021-01-28 | $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 | |||
| 2000. KANSAS CITY SOUTHERN INDUSTRIES INC 4% PFD STOCK $25 PAR | 1980-02-29 | 2021-03-22 | $77,555 | $27,550 | $50,005 | $50,005 | |
| 21. KANSAS CITY SOUTHERN INDUSTRIES INC 4% PFD STOCK $25 PAR | 1980-02-29 | 2021-04-07 | $794 | $289 | $505 | $505 | |
| 1300. HESS CORP | 2009-11-10 | 2021-04-22 | $88,039 | $75,320 | $12,719 | $12,719 | |
| 6596. MARATHON OIL CORP | 1993-08-31 | 2021-04-22 | $68,979 | $37,535 | $31,444 | $31,444 | |
| 3822. TOTAL FINA ELF S A SPONSORED ADR | 2008-11-28 | 2021-04-22 | $169,417 | $88,809 | $80,608 | $80,608 | |
| 2989. WILLIAMS COMPANIES INC | 2018-08-10 | 2021-04-22 | $70,012 | $94,066 | -$24,054 | -$24,054 | |
| .9 ORGANON & CO-CDI | 2010-11-10 | 2021-06-03 | $30 | $14 | $16 | $16 | |
| 60. ALPHABET INC-CL C | 2015-03-19 | 2021-09-22 | $169,395 | $33,489 | $135,906 | $135,906 | |
| 100. AMAZON COM INC | 2016-10-28 | 2021-09-22 | $338,317 | $77,725 | $260,592 | $260,592 | |
| 1615. MOLSON COORS BEVERAGE CO - B | 2003-01-22 | 2021-09-22 | $73,877 | $51,025 | $22,852 | $22,852 | |
| 500. NEXTERA ENERGY INC | 2011-03-18 | 2021-09-22 | $40,985 | $6,598 | $34,387 | $34,387 | |
| 1732. YARA INTERNATIONAL-ADR | 1992-10-02 | 2021-09-22 | $40,842 | $1,799 | $39,043 | $39,043 | |
| 1000. UMB FINANCIAL CORP | 1980-02-29 | 2021-11-11 | $104,984 | $1,232 | $103,752 | $103,752 | |
| 1000. UMB FINANCIAL CORP | 1980-02-29 | 2021-11-11 | $106,374 | $1,232 | $105,142 | $105,142 | |
| 500000. ROPER TECHNOLOGIES INC DTD 12/19/2016 2.800% 12/15/2021 | 2017-11-13 | 2021-11-15 | $500,000 | $500,000 | |||
| 770. ORGANON & CO-CDI | 2010-11-10 | 2021-12-08 | $22,576 | $10,005 | $12,571 | $12,571 | |
| 12000. FIRST TRUST MLP AND ENERGY I | 2017-01-31 | 2021-12-17 | $85,376 | $186,926 | -$101,550 | -$101,550 | |
| 3579. KANSAS CITY SOUTHERN INDUSTRIES INC 4% PFD STOCK $25 PAR | 1980-02-29 | 2021-12-17 | $134,213 | $49,301 | $84,912 | $84,912 | |
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,264 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $914,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,787 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,787 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,971 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,971 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $184 | OverpaymentAmt |
| Applied To ES Tax | $184 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $235,881 |
| ALEXANDER KEMPER | ||||||
| 14905 LITTLE BLUE ROAD | KANSAS CITY | MO | 641361238 | CO-TRUSTEE | 20 | $43,655 |
| HEATHER K MILLER | ||||||
| C/O UMB BANK 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $43,655 |
| JOHN MARINER KEMPER | ||||||
| 319 LAFAYETTE STREET | DENVER | CO | 802183924 | CO-TRUSTEE | 20 | $43,655 |
| CREATIVE PLANNING PROPERTY CASUAL | ||||||
| 5440 W 110TH STREET SUITE 101 | OVERLAND PARK | KS | 66211 | CO-TRUSTEE | 2 | $6,007 |
| 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 | $50,419,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,252,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,664,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,336,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,336,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $875,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,461,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,873,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,873,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,787 | TotalTaxAmt |
| Distributable Before Adj | $2,847,270 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,857,270 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,857,270 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,880,523 | 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 | $2,880,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,857,270 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,141,892 | 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 | $2,880,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,141,892 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $738,631 | 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 | $2,118,639 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DENVER BOTANIC GARDENS | ||||||||
| 909 YORK ST | DENVER | CO | 80206 | NONE | PC | GEN OPS EXP-REMAINDER OF | $300,000 | |
| WOMEN'S EMPLOYMENT NETWORK | ||||||||
| 2100 CENTRAL ST SUITE 11 E | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $23,000 | ATTN ERIN COLE |
| UMKC FOUNDATION | ||||||||
| 5115 OAK ST 202 | KANSAS CITY | MO | 64110 | NONE | PC | FOR DIGITAL SANDBOX PROGRAM | $50,000 | |
| JEWISH COMMUNITY RELATIONS BUREAU | ||||||||
| 5801 WEST 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | FOR GENERAL OPERATING | $15,000 | |
| CENTRAL OPERA HOUSE ASSOCIATION | ||||||||
| 124 EUREKA ST | Central City | CO | 80427 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SYNERGY SERVICES | ||||||||
| 400 EAST SIXTH ST | PARKVILLE | MO | 64152 | NONE | PC | STAND UP FOR SYNERGY | $5,000 | |
| PROJECT ANGEL HEART | ||||||||
| 4950 WASHINGTON ST | Denver | CO | 80216 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| NATIONAL MS SOCIETY - MID AMERICA | ||||||||
| 2020 W 89TH STREET SUITE 100 | Leawood | KS | 66206 | NONE | PC | MS 150 BIKE TOUR BILL | $25,000 | |
| JEWISH FAMILY SERVICES OF GREATER | ||||||||
| 5801 W 115TH ST STE 103 | OVERLAND PARK | KS | 66211 | NONE | PC | FOR COVID 19 RELIEF | $25,000 | KANSAS CITY |
| KANSAS CITY CARE CLINIC | ||||||||
| 3515 BROADWAY BLVD STE 100 | KANSAS CITY | MO | 64111 | NONE | PC | GIFT FOR CAPITAL CAMPAIGN | $200,000 | |
| REACHING OUT FROM WITHIN | ||||||||
| PO BOX 8527 | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | SUPPORT OF CHARITABLE | $70,000 | |
| CHATHAM HISTORICAL SOCIETY | ||||||||
| 347 STAGE HARBOR RD | CHATHAM | MA | 02633 | NONE | PC | FOR WEIRD WACKY AND | $25,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | EXHIBITION SUPPORT | $793,667 | |
| STARTLAND | ||||||||
| 1712 MAIN ST SUITE 319 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| THE FEMINIST INSTITUTE | ||||||||
| 1220 PARK AVENUE SR7 | NEW YORK CITY | NY | 10128 | NONE | PC | THE TFI DIGITAL ARCHIVE | $75,000 | |
| Arthritis Foundation | ||||||||
| 1900 W 75TH STREET SUITE 200 | Prairie Village | KS | 66208 | NONE | PC | 2021 ART FOR ARTHRITIS | $23,500 | |
| YEP Kansas City | ||||||||
| 14905 LITTLE BLUE ROAD | Kansas City | MO | 64136 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| Generating Income for Tomorrow | ||||||||
| 5008 PROSPECT | Kansas City | MO | 64130 | NONE | PC | GIVE BLACK KC COALITION | $5,000 | |
| CAPS Network Inc | ||||||||
| 7501 W 149TH TERRACE | Overland Park | KS | 66223 | NONE | PC | LAUNCHING AND GROWING | $50,000 | |
| Police Athletic League of Kansas City | ||||||||
| 1801 WHITE AVENUE | Kansas City | MO | 64126 | NONE | PC | FOR CONSTRUCTION OF TWO | $10,000 | |
| Lucky to Ride | ||||||||
| 2751 WEST OXFORD AVE | Sheridan | CO | 80110 | NONE | PC | FOR LEARN TO EARN PROGRAM | $7,500 | |
| Children's TLC - Ability KC | ||||||||
| 3101 MAIN STREET | Kansas City | MO | 64111 | NONE | PC | FOR GENERAL OPERATING | $5,000 | |
| YMCA of Northern Colorado | ||||||||
| 2800 DAGNY WAY | Lafayette | CO | 80026 | NONE | PC | FOR NUTRITION ADAPTATION | $244,630 | |
| Folk Alliance International | ||||||||
| 601 AVENIDA CESAR E CHAVEZ SUITE 10 | Kansas City | MO | 64108 | NONE | PC | GIFT FOR 2022 CONFERENCE | $10,000 | |
| Rotary Club Youth Camp Association Inc | ||||||||
| 2310 NE COLBERN RD | Lees Summit | MO | 64086 | NONE | PC | NEW ADMIN AND HEALTH LODGE | $5,000 | |
| American Jewish Committee | ||||||||
| 165 EAST 56 ST | New York | NY | 10022 | NONE | PC | GIFT FOR GENERAL OPERATING | $25,000 | |
| Kemper Museum | ||||||||
| 4420 WARWICK BLVD | Kansas City | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $516,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,693,297 | 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 | $1,086,078 | 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 | $914,675 | 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 | $129,504 |
| FOREIGN WITHHOLDIN | 10 | $421 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,130,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,130,678 | 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 |
|---|---|
| CHARITABLE DISTRIBUTION RECOVERY | $10,000 |
| COST BASIS ADJUSTMENT | $278,500 |
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 | $706 | $706 | $0 |
| LINE OF CREDIT PAYMENT | $500 | $500 | $0 |
| ADR FEES | $1,982 | $1,982 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $129,504 | $90,103 |
| FOREIGN WITHHOLDING CASH RECEIPT | $421 | $421 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $4 |
| RETURN OF CAPITAL ADJUSTMENT | $1,769 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $25,137 | $25,137 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $630 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $21,700 | $0 | $0 |