R C KEMPER JR CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- R C KEMPER JR CHARITABLE TRUST & FOUNDATION (EIN 44-6013840)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202131329349100318
- 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 | 2021-05-12T10:00:34-05:00 | 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 | 446013840 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R C KEMPER JR CHARITABLE TRUST 100236 | 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 | MARINER KEMPER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2021-05-12 | 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 | 2021-05-12 | 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 | $61,215,172 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,095,478 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,086,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $481,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,552,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $481,454 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $950,627 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $487,735 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,527,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,055,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $152,036 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,018 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,018 | 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 | $2,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,064 | 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 | $728 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $728 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $155,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $76,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,852,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,852,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,008,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,929,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$480,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,977,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $574,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,427,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,427,346 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $53,607,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,294,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,787,826 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $54,182,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,721,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,215,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $54,182,425 | CapitalStockBOYAmt |
| Capital Stock EOY | $53,721,588 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,182,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,721,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,182,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,721,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,182,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$480,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,000 | OtherIncreasesAmt |
| Subtotal | $53,726,582 | SubtotalAmt |
| Other Decreases | $4,994 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,721,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 150000. MICROSOFT CORP DTD 2/12/2015 1.850% 2/12/2020 | 2016-02-04 | 2020-01-13 | $150,000 | $150,000 | |||
| 1600. UMB FINANCIAL CORP | 2008-04-18 | 2020-02-04 | $108,735 | $101,608 | $7,127 | $7,127 | |
| 100000. BP CAPITAL MARKETS PLC DTD 2/13/2015 2.315% 2/13/2020 | 2015-05-26 | 2020-02-13 | $100,000 | $100,000 | |||
| 200000. AMERIPRISE FINANCIAL INC DTD 3/11/2010 5.300% 3/15/2020 | 2015-06-09 | 2020-03-16 | $200,000 | $200,000 | |||
| 100000. JP MORGAN CHASE & CO DTD 3/25/2010 4.950% 3/25/2020 | 2015-05-26 | 2020-03-25 | $100,000 | $100,000 | |||
| 840. AUSTRALIA & NEW ZEALAND BKG GROUP SPONSORED ADR REPSTG 5 ORDINARY | 2015-05-19 | 2020-04-24 | $8,694 | $21,386 | -$12,692 | -$12,692 | |
| 660. CARRIER GLOBAL CORP | 2015-07-17 | 2020-04-24 | $10,836 | $12,536 | -$1,700 | -$1,700 | |
| 1665. HIGHWOODS PROPERTIES INC | 2019-01-04 | 2020-04-24 | $59,648 | $68,715 | -$9,067 | -$9,067 | |
| 330. OTIS WORLDWIDE CORP | 2015-07-17 | 2020-04-24 | $15,686 | $19,122 | -$3,436 | -$3,436 | |
| 200000. HOME DEPOT INC DTD 9/10/2010 3.950% 9/15/2020 | 2015-06-09 | 2020-06-15 | $200,000 | $200,000 | |||
| 200. NATIONAL BEVERAGE CORP | 2019-01-04 | 2020-07-31 | $12,782 | $14,514 | -$1,732 | -$1,732 | |
| 70. NETFLIX COM INC | 2015-06-26 | 2020-07-31 | $34,065 | $6,671 | $27,394 | $27,394 | |
| 200. PAYPAL HOLDINGS INC | 2016-01-06 | 2020-07-31 | $38,569 | $6,765 | $31,804 | $31,804 | |
| 200. ABBOTT LABORATORIES | 2015-07-17 | 2020-08-03 | $20,110 | $9,988 | $10,122 | $10,122 | |
| 50. AMGEN INC | 2015-05-19 | 2020-08-03 | $12,334 | $8,172 | $4,162 | $4,162 | |
| 50. COSTCO WHOLESALE CORP | 2015-05-19 | 2020-08-03 | $16,413 | $7,234 | $9,179 | $9,179 | |
| 100. FACEBOOK INC - A SHS | 2015-07-17 | 2020-08-03 | $25,243 | $9,324 | $15,919 | $15,919 | |
| 100. HOME DEPOT INC | 2015-07-17 | 2020-08-03 | $26,561 | $11,459 | $15,102 | $15,102 | |
| 100. JOHNSON & JOHNSON | 2019-01-04 | 2020-08-03 | $14,691 | $12,776 | $1,915 | $1,915 | |
| 100. KELLOGG CO | 2019-10-10 | 2020-08-03 | $6,914 | $6,243 | $671 | $671 | |
| 100. MASTERCARD INC - CLASS A | 2015-06-26 | 2020-08-03 | $31,161 | $9,454 | $21,707 | $21,707 | |
| 100. SALESFORCE.COM INC | 2015-07-17 | 2020-08-03 | $20,277 | $7,263 | $13,014 | $13,014 | |
| 40. SHERWIN-WILLIAMS CO | 2015-06-26 | 2020-08-03 | $25,763 | $11,327 | $14,436 | $14,436 | |
| 100. UNION PACIFIC CORP | 2015-05-19 | 2020-08-03 | $17,187 | $10,407 | $6,780 | $6,780 | |
| 100. UNITEDHEALTH GROUP INC | 2015-07-17 | 2020-08-03 | $30,217 | $12,383 | $17,834 | $17,834 | |
| 500. ABBOTT LABORATORIES | 2015-07-17 | 2020-08-27 | $54,894 | $24,853 | $30,041 | $30,041 | |
| 10. ALPHABET INC | 2015-06-26 | 2020-08-27 | $16,322 | $5,526 | $10,796 | $10,796 | |
| 5. AMAZON COM INC | 2016-09-09 | 2020-08-27 | $17,157 | $3,820 | $13,337 | $13,337 | |
| 220. AMGEN INC | 2015-07-17 | 2020-08-27 | $55,904 | $35,938 | $19,966 | $19,966 | |
| 260. BOEING CO | 2015-06-26 | 2020-08-27 | $46,014 | $37,278 | $8,736 | $8,736 | |
| 600. CERNER CORP | 2015-06-26 | 2020-08-27 | $43,896 | $41,269 | $2,627 | $2,627 | |
| 160. CINTAS CORP | 2015-07-17 | 2020-08-27 | $52,722 | $13,654 | $39,068 | $39,068 | |
| 530. CONSTELLATION BRANDS INC CLASS A | 2019-01-04 | 2020-08-27 | $96,898 | $96,441 | $457 | $457 | |
| 686. DOW INC | 2015-07-17 | 2020-08-27 | $31,566 | $27,152 | $4,414 | $4,414 | |
| 230. FACEBOOK INC - A SHS | 2015-06-26 | 2020-08-27 | $68,371 | $20,036 | $48,335 | $48,335 | |
| 512. KIMBERLY-CLARK CORP | 2015-07-17 | 2020-08-27 | $80,393 | $23,093 | $57,300 | $57,300 | |
| 500. NATIONAL BEVERAGE CORP | 2019-01-04 | 2020-08-27 | $40,215 | $36,285 | $3,930 | $3,930 | |
| 230. NORTHERN TRUST CORP | 2015-06-26 | 2020-08-27 | $19,276 | $18,043 | $1,233 | $1,233 | |
| 70. PAYPAL HOLDINGS INC | 2016-01-06 | 2020-08-27 | $14,304 | $2,368 | $11,936 | $11,936 | |
| 70. SHERWIN-WILLIAMS CO | 2015-07-17 | 2020-08-27 | $47,208 | $18,844 | $28,364 | $28,364 | |
| 600. V F CORP | 2010-12-06 | 2020-08-27 | $39,334 | $12,143 | $27,191 | $27,191 | |
| 450. WASTE MANAGEMENT INC DEL | 2016-01-06 | 2020-08-27 | $51,549 | $23,886 | $27,663 | $27,663 | |
| 190. APPLE COMPUTER INC | 2016-01-06 | 2020-08-31 | $24,759 | $5,046 | $19,713 | $19,713 | |
| 6400. UMB FINANCIAL CORP | 2008-04-18 | 2020-10-19 | $360,259 | $406,432 | -$46,173 | -$46,173 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2020-11-04 | $49,719 | $50,804 | -$1,085 | -$1,085 | |
| 800. UMB FINANCIAL CORP | 2008-04-18 | 2020-12-02 | $55,128 | $50,804 | $4,324 | $4,324 | |
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P | |||||
| CAPITAL GAIN DIVIDENDS | $742 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $481,454 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,060 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,060 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15,431 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $152,036 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,546,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $711,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,258,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,258,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $753,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,504,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,475,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,475,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,491 | TotalTaxAmt |
| Distributable Before Adj | $2,447,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,447,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,447,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,929,651 | 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 | $2,929,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,929,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,447,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,835,753 | 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 | $2,929,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,835,753 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,093,898 | 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 | $1,353,842 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 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 |
|---|---|---|---|---|---|---|---|---|
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| ATTN SEAN O' HARROW EXECUTIVE DIRECTOR | 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | INTEGALACTIC VOYAGE, 25TH | $133,333 |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | NONE | PC | COVID-19 RELIEF EFFORTS | $50,000 | |
| DENVER PUBLIC SCHOOLS FOUNDATION | ||||||||
| 1860 LINCOLN ST 10TH FL | DENVER | CO | 80203 | NONE | PC | COVID-19 RELIEF EFFORTS | $50,000 | |
| MISSOURI RESTAURANT ASSOCIATION | ||||||||
| PO BOX 279 | EISBERRY | MO | 63343 | NONE | PC | WORKERS RELIEF FUND | $500,000 | |
| COLORADO RESTAURANT ASSOCIATION | ||||||||
| 430 E 7TH AVE | DENVER | CO | 80203 | NONE | PC | ANGEL RELIEF FUND | $500,000 | |
| LYRIC OPERA | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND | $100,000 | |
| ALBRECHT-KEMPER MUSEUM OF ART | ||||||||
| 2818 FREDERICK AVE | ST JOSEPH | MO | 64506 | NONE | PC | KEMPER FAMILY 2020 GRANT | $200,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | EXHIBITION SUPPORT | $314,500 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | FALL 2020 GALA | $400,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 4001 BLUE PARKWAY SUITE 210 | KANSAS CITY | MO | 64130 | NONE | PC | HALL OF FAME INDUCTION | $10,000 | |
| COMMUNITY LINC | ||||||||
| 4012 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | HOMETOWN HERO EVENT | $25,000 | |
| YEPKC | ||||||||
| 14905 LITTLE BLUE RD | KANSAS CITY | MO | 64136 | NONE | PC | GENERAL OPERATING FUND | $30,000 | |
| PEMBROKE HILL | ||||||||
| 5121 STATE LINE RD | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPERATING FUND | $10,000 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 4550 MAIN ST SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING FUND | $10,000 | |
| EISENHOWER LIBRARY | ||||||||
| 200 SE 4TH ST | ABILENE | KS | 67410 | NONE | PC | GENERAL OPERATING FUND | $15,000 | |
| HNC LIVING | ||||||||
| 6249 WEST 135TH ST SUITE 200 | OVERLAND PARK | KS | 66223 | NONE | PC | HEAD AND NECK CANCER | $10,000 | |
| NEGRO LEAGUE MUSEUM | ||||||||
| 1616 EAST 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | 100 YEAR ANNIVERSARY | $5,000 | |
| THE URBAN NEIGHBORHOOD INITIATIVE | ||||||||
| 2300 MAIN ST SUITE 180 | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND | $10,000 | |
| IVANHOE NEIGHBORHOOD COUNCIL | ||||||||
| 3700 WOODLAND AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING FUND | $10,000 | |
| KANSAS CITY URBAN LEAGUE | ||||||||
| 1710 THE PASEO | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING FUND | $10,000 | |
| THE DENVER FOUNDATION | ||||||||
| 1009 GRANT ST | DENVER | CO | 80203 | NONE | PC | COVID-19 ARTS & CULTURE | $50,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | PURCHASED WORKS FOR | $50,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | QUARTERLY CHARITABLE | $65,000 | |
| AMERICAN JAZZ MUSEUM | ||||||||
| 1616 EAST 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | FEASIBILITY PLAN | $75,000 | |
| HEART OF AMERICA SHAKESPEARE FESTIVAL | ||||||||
| 3731 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL COURT | KANSAS CITY | MO | 64102 | NONE | PC | JUNIOR PREMIUM LIVESTOCK | $75,000 | |
| BIG BROTHERS BIG SISTERS OF | ||||||||
| 1709 WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | UNRESTRICTED OPERATING | $10,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1100 PENNSYLVANIA AVE | KANSAS CITY | MO | 64105 | NONE | PC | UNRESTRICTED OPERATING | $25,000 | |
| GOLD CROWN FOUNDATION | ||||||||
| 1743 WAZEE ST | DENVER | CO | 80202 | NONE | PC | THE MARQUEE | $5,000 | |
| POLICE ATHLETIC LEAGUE OF KCK | ||||||||
| 800 N 5TH ST | KANSAS CITY | MO | 66101 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HARVESTERS | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CONNECTING FOR GOOD | ||||||||
| 3210 MICHIGAN AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,852,833 | 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 | $1,095,478 | 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 | $481,454 | 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 |
|---|---|---|
| OTHER INCOME - REP | 10 | $937,230 |
| PARTNERSHIP INCOME | 16 | $13,397 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,527,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,527,559 | 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 |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $4,992 |
| ROUNDING | $2 |
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 | $694 | $694 | $0 |
| ADR FEE | $34 | $34 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $13,397 | $19,120 |
| OTHER INCOME - REPAYMENT OF TRUSTEE FEE | $937,230 | $468,615 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REVERSAL | Desc |
| Amt | $25,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,064 | $1,064 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $149 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $792 | $0 | $0 |