ENID & CROSBY KEMPER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ENID & CROSBY KEMPER FOUNDATION (EIN 23-7279896)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-02
IRS object ID: 202101229349100515
Schema version: 2020v4.0
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	2021-05-02T21:00:07-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2100 ONE PPG PLACE	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15222	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	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 100189	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	BRANDON JONES	PersonNm
Person Title	Vice President	PersonTitleTxt
Phone	8168607711	PhoneNum
Signature	2021-05-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERIC W COURSEY	PreparerPersonNm
PTIN	P00387963	PTIN
Phone	4126445302	PhoneNum
Preparation	2021-05-02	PreparationDt

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2020	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	$49,381,557	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,038,392	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,011,128	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$178,778	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,474,304	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$178,778	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$30,299	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$16,245	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,247,469	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,206,151	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$309,598	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$154,799	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$154,799	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	$46,763	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$24,437	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	$3,277	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,277	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$360,438	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$182,513	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$155,599	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,354,167	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,354,167	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,714,605	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$182,513	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,509,766	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,467,136	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,023,638	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,248,423	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,191,109	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,191,109	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$20,054,121	OtherInvestmentsBOYAmt
Other Investments EOY	$19,365,372	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$41,722,436	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$4,140,467	OtherAssetsBOYAmt
Other Assets EOY	$4,405,592	OtherAssetsEOYAmt
Other Assets EOYFMV	$6,468,012	OtherAssetsEOYFMVAmt
Total Assets BOY	$26,443,011	TotalAssetsBOYAmt
Total Assets EOY	$24,962,073	TotalAssetsEOYAmt
Total Assets EOYFMV	$49,381,557	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$26,443,011	CapitalStockBOYAmt
Capital Stock EOY	$24,962,073	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$26,443,011	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$24,962,073	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$26,443,011	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$24,962,073	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$26,443,011	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,467,136	ExcessRevenueOverExpensesAmt
Other Increases	$2	OtherIncreasesAmt
Subtotal	$24,975,877	SubtotalAmt
Other Decreases	$13,804	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$24,962,073	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
250000. AUTONATION INC DTD 2/1/2012 5.500% 2/1/2020	2016-07-26	2020-02-03	$250,000	$250,000
500000. JP MORGAN CHASE & CO DTD 3/25/2010 4.950% 3/25/2020	2015-03-24	2020-03-25	$500,000	$500,000
500000. UNITED TECHNOLOGIES CORP DTD 2/26/2010 4.500% 4/15/2020	2015-07-21	2020-03-30	$501,003	$500,000	$1,003	$1,003
.934 RAYTHEON TECHNOLOGIES CORP	2010-11-10	2020-04-03	$45	$19	$26	$26
500000. LOWES COMPANIES INC DTD 4/15/2010 4.625% 4/15/2020	2016-04-21	2020-04-15	$500,000	$500,000
250000. BANK AMERICA FUNDING CORP DTD 6/22/2010 5.625% 7/1/2020	2016-07-26	2020-07-01	$250,000	$250,000
500. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS	2013-09-12	2020-07-31	$26,215	$33,519	-$7,304	-$7,304
500. EXPEDIA GROUP INC	2017-08-28	2020-07-31	$39,429	$71,523	-$32,094	-$32,094
500. NATIONAL BEVERAGE CORP	2019-01-04	2020-07-31	$31,955	$36,285	-$4,330	-$4,330
100. NETFLIX COM INC	2018-04-06	2020-07-31	$48,664	$28,968	$19,696	$19,696
300. PAYPAL HOLDINGS INC	2018-04-27	2020-07-31	$57,853	$22,336	$35,517	$35,517
1000. V F CORP	2008-11-28	2020-07-31	$59,439	$12,222	$47,217	$47,217
1000. VENTAS INC	2019-01-04	2020-07-31	$38,169	$57,702	-$19,533	-$19,533
500000. SOUTHWEST AIRLINES CO DTD 11/5/2015 2.650% 11/5/2020	2017-11-13	2020-10-05	$500,000	$500,000
500000. PEPSICO INC DTD 10/26/2010 3.125% 11/1/2020	2016-04-08	2020-11-02	$500,000	$500,000
.552 VIATRIS INC	2011-08-09	2020-11-17	$9	$4	$5	$5
868. VIATRIS INC	2011-08-09	2020-12-08	$15,420	$6,549	$8,871	$8,871
.5 COMMERCE BANCSHARES INC	2009-07-21	2020-12-18	$32	$9	$23	$23
2000. NEXTERA ENERGY INC	2011-03-18	2020-12-18	$150,439	$26,390	$124,049	$124,049
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P
CAPITAL GAIN DIVIDENDS					$5,632		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$178,778	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14,229	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$14,229	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$14,229	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$18,500	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$18,500	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$4,271	OverpaymentAmt
Applied To ES Tax	$4,271	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	$195,848
ALEXANDER KEMPER
14905 LITTLE BLUE ROAD	KANSAS CITY	MO	641361238	CO-TRUSTEE	20	$36,066
HEATHER K MILLER
C/O UMB BANK 1010 GRAND BLVD	KANSAS CITY	MO	64106	CO-TRUSTEE	20	$36,066
JOHN MARINER KEMPER
319 LAFAYETTE STREET	DENVER	CO	802183924	CO-TRUSTEE	20	$36,066
CREATIVE PLANNING PROPERTY CASUAL
5440 W 110TH STREET SUITE 101	OVERLAND PARK	KS	66211	CO-TRUSTEE	2	$5,552

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	$40,422,462	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,135,387	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$6,432,083	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$48,989,932	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$48,989,932	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$734,849	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$48,255,083	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,412,754	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,412,754	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14,229	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14,229	TotalTaxAmt
Distributable Before Adj	$2,398,525	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,398,525	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,398,525	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,509,766	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	$2,509,766	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,509,766	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,398,525	DistributableAsAdjustedAmt
Undistributed Income PY	$2,253,133	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	$2,509,766	QualifyingDistributionsAmt
Applied To Year1	$2,253,133	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$256,633	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	$2,141,892	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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BLVD	KANSAS CITY	MO	64111	NONE	PC	EXHIBITION SUPPORT	$1,166,667
KC GIRL'S PREPARATORY ACADEMY
5000 EAST 17TH ST	KANSAS CITY	MO	64127	NONE	PC	COVID-19 RELIEF EFFORTS	$50,000
NATIONAL JEWISH HEALTH
PO BOX 17169	DENVER	CO	802170169	NONE	PC	COVID-19 RELIEF EFFORTS	$50,000
SALVATION ARMY-DENVER
1370 PENNSYLVANIA ST	DENVER	CO	80203	NONE	PC	COVID-19 RELIEF EFFORTS	$100,000
BARNABAS FOUNDATION
PO BOX 3200	SPRINGFIELD	MO	65808	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
SALVATION ARMY-KANSAS CITY
3637 BROADWAY	KANSAS CITY	MO	64111	NONE	PC	COVID-19 RELIEF EFFORTS	$100,000
LIBERTY MEMORIAL ASSOCIATION
2 MEMORIAL DR	KANSAS CITY	MO	64109	NONE	PC	NIGHT AT THE TOWER	$10,000
NEWHOUSE
PO BOX 240019	KANSAS CITY	MO	64124	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
VILLAGE SHALOM
5500 WEST 123RD ST	OVERLAND PARK	MO	66209	NONE	PC	VILLAGE CAPITAL	$50,000
STARTLAND
1712 MAIN ST SUITE 319	KANSAS CITY	MO	64108	NONE	PC	GENERAL OPERATING SUPPORT	$55,000
SYNERGY
400 EAST SIXTH ST	PARKVILLE	MO	64152	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
PLANNED PARENTHOOD OF THE GREAT PLAINS
4401 W 109TH ST	OVERLAND PARK	MO	66211	NONE	PC	REPRODUCTIVE HEALTH	$5,000
TURNING POINT
8900 STATE LINE ROAD SUITE 240	LEAWOOD	KS	66206	NONE	PC	CORE CURRICULUM PROGRAMMING	$5,000
BOULDER MUSEUM OF CONTEMPORARY ART
1750 13TH ST	BOULDER	CO	80302	NONE	PC	HELP WITH LOSSES FROM	$95,000
KANSAS CHILDREN'S DISCOVERY CENTER
4400 SW 10TH AVE	TOPEKA	KS	66604	NONE	PC	PLAY FREE PROGRAM	$5,000
TRIPS FOR KIDS DENVER METRO
3150 W JEWELL AVE	DENVER	CO	80219	NONE	PC	LEARN TO EARN PROGRAM	$7,500
BOYS GROW KC
9301 E 147TH ST	KANSAS CITY	MO	64149	NONE	PC	DATE NIGHT ON THE FARM	$5,000
JEWISH COMMUNITY RELATIONS BUREAU
5801 W 115TH ST SUITE 203	OVERLAND PARK	KS	66211	NONE	PC	GENERAL OPERATING SUPPORT	$40,000
DEVELOPING POTENTIAL INC
251 NW EXECUTIVE WAY STE 200	LEES SUMMIT	MO	64063	NONE	PC	COVID RESPONSE OPERATIONS	$5,000
ENACTUS
444 SOUTH CAMPBELL	SPRINGFIELD	MO	65806	NONE	PC	ENACTUS U.S. SUPPORT	$50,000
NATIONAL MS SOCIETY-MID AMERICA
7611 STATELINE RD SUITE 100	KANSAS CITY	MO	64114	NONE	PC	MS 150 BIKE TOUR IN SUPPORT	$25,000
WOMEN'S FOUNDATION OF
2100 CENTRAL ST SUITE 11E	KANSAS CITY	MO	64108	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
AFTER THE HARVEST
406 W 34ST ST SUITE 816	KANSAS CITY	MO	64111	NONE	PC	GROWING OUR GIVING	$80,000
CHILDREN'S MERCY HOSPITAL & CLINICS
2401 GILLHAM RD	KANSAS CITY	MO	64108	NONE	PC	POLICIES AND ENVIRONMENTS	$50,000
POWELL GARDENS
1609 NW US HWY 50	KINGSVILLE	MO	64061	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC
4001 BLUE PARKWAY 210	KANSAS CITY	MO	64130	NONE	PC	JUNIOR ACHIEVEMENT YOUTH	$100,000
HYMAN BRAND HEBREW ACADEMY
5801 W 115TH ST	OVERLAND PARK	KS	66211	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
MISSOURI CHARTER PUBLIC SCHOOLS
1306 PAPIN ST	ST LOUIS	MO	63103	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
BLACK REPERTORY THEATRE
PO BOX 410294	KANSAS CITY	MO	64141	NONE	PC	THE 5TH ANNIVERSARY SEASON	$10,000
THE FEMINIST INSTITUTE
1220 PARK AVENUE SR7	NEW YORK CITY	NY	10128	NONE	PC	THE TFI DIGITAL ARCHIVE	$75,000
UMKC BLOCH SCHOOL OF BUSINESS
5110 CHERRY ST	KANSAS CITY	MO	64110	NONE	PC	BLOCH HERITAGE HALL	$50,000
HALO FOUNDATIONS
1600 GENESSEE ST SUITE 200	KANSAS CITY	MO	64102	NONE	PC	UNRESTRICTED OPERATING	$25,000
SAVE FOUNDATION INC
3000 HARRISON	KANSAS CITY	MO	64109	NONE	PC	UNRESTRICTED OPERATING	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,354,167	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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,038,392	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$178,778	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	PARTNERSHIP INCOME	Desc
Exclusion	10	ExclusionCd
Exclusion	$30,299	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,247,469	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,247,469	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

Field	Value	IRS element (for citing)
Desc	RETURN OF CAPITAL ADJUSTMENT	Desc
Amt	$13,804	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL PAYMENT	$706	$706	$0
ADR FEE	$2,571	$2,571	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	PARTNERSHIP INCOME	Desc
Revenue And Expenses Per Books	$30,299	RevenueAndExpensesPerBooksAmt
Net Investment Income	$16,245	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$2	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$24,437	$24,437	$0
FEDERAL TAX PAYMENT - PRIOR YE	$3,062	$0	$0
FEDERAL ESTIMATES - INCOME	$19,264	$0	$0