WILLIAM T KEMPER CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST (EIN 43-6362480)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202141239349101379
- 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 | 2021-05-03T10:00:05-05:00 | 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 | 436362480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER CHARITABLE TRUST 100152 | 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 | 2021-05-03 | 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 | 2021-05-03 | 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 | $67,007,398 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,157,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,126,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $844,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,669,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $844,557 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $17,537 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,540 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,019,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,988,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $283,435 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $141,718 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $141,718 | 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 | $23,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,107 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $317,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,518 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,954,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,954,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,271,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,097,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,251,900 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,831,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,063,118 | CashBOYAmt |
| Cash EOY | $1,826,704 | CashEOYAmt |
| Cash EOYFMV | $1,826,704 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $27,143,041 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,109,440 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,180,694 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,206,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,936,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,007,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,206,159 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,936,144 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,206,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,936,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,206,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,936,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,206,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,251,900 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $28,954,260 | SubtotalAmt |
| Other Decreases | $18,116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,936,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250000. TARGET CORP DTD 7/16/2010 3.875% 7/15/2020 | 2016-11-04 | 2020-01-28 | $252,504 | $252,489 | $15 | $15 | |
| 250000. AUTONATION INC DTD 2/1/2012 5.500% 2/1/2020 | 2016-07-26 | 2020-02-03 | $250,000 | $250,000 | |||
| .5 OTIS WORLDWIDE CORP | 2002-02-05 | 2020-04-03 | $24 | $9 | $15 | $15 | |
| .06 RAYTHEON TECHNOLOGIES CORP | 2007-11-30 | 2020-04-03 | $3 | $2 | $1 | $1 | |
| 1615. CARRIER GLOBAL CORP | 2002-02-05 | 2020-04-24 | $26,515 | $9,088 | $17,427 | $17,427 | |
| 807. OTIS WORLDWIDE CORP | 2002-02-05 | 2020-04-24 | $38,360 | $13,853 | $24,507 | $24,507 | |
| 50. CHIPOTLE MEXICAN GRILL INC | 2016-04-19 | 2020-07-31 | $56,675 | $22,851 | $33,824 | $33,824 | |
| 200. EXPEDIA GROUP INC | 2017-08-28 | 2020-07-31 | $15,771 | $28,609 | -$12,838 | -$12,838 | |
| 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 | |
| 500. PAYPAL HOLDINGS INC | 2005-12-23 | 2020-07-31 | $96,421 | $14,847 | $81,574 | $81,574 | |
| 2000. V F CORP | 2010-12-06 | 2020-07-31 | $118,879 | $38,363 | $80,516 | $80,516 | |
| 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 | |||
| .789 VIATRIS INC | 2011-08-09 | 2020-11-17 | $13 | $6 | $7 | $7 | |
| 1240. VIATRIS INC | 2011-08-09 | 2020-12-08 | $22,028 | $9,404 | $12,624 | $12,624 | |
| .8 COMMERCE BANCSHARES INC | 2009-07-21 | 2020-12-18 | $51 | $15 | $36 | $36 | |
| 4000. NEXTERA ENERGY INC | 2010-11-10 | 2020-12-18 | $300,878 | $53,945 | $246,933 | $246,933 | |
| 1000. QUALCOMM INC | 1998-04-13 | 2020-12-18 | $148,296 | $1,682 | $146,614 | $146,614 | |
| 300. SHERWIN-WILLIAMS CO | 2000-11-10 | 2020-12-18 | $217,686 | $6,818 | $210,868 | $210,868 | |
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,601 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $844,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,461 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,461 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,461 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $7,697 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | TRUSTEE | 20 | $239,308 |
| JOHN MARINER KEMPER | ||||||
| 319 LAFAYETTE ST | DENVER | CO | 802183924 | CO-TRUSTEE | 5 | $44,127 |
| 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 | $47,640,910 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,410,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,483,888 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,535,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,535,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $893,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,642,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,932,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,932,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,461 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,461 | TotalTaxAmt |
| Distributable Before Adj | $2,906,643 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,906,643 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,906,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,097,018 | 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 | $3,097,018 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,097,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,906,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,003,634 | 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 | $3,097,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,003,634 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,093,384 | 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 | $1,813,259 | 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 (41 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 |
|---|---|---|---|---|---|---|---|---|
| MILE HIGH UNITED WAY | ||||||||
| PO BOX 5547 | DENVER | CO | 80217 | NONE | PC | COVID-19 RELIEF EFFORTS | $50,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64012 | NONE | PC | CAPITAL CAMPAIGN PAYMENT | $1,000,000 | ATTN HALEY FANNIN |
| NATIONAL WESTERN STOCK SHOW | ||||||||
| 4655 HUMBOLDT ST | DENVER | CO | 802162818 | NONE | PC | WSSA CAPITAL CAMPAIGN | $70,500 | ATTN PAUL ANDREWS |
| DENVER ART MUSEUM | ||||||||
| 110 W 14TH AVENUE PKWY | DENVER | CO | 80204 | NONE | PC | CAPITAL CAMPAIGN TO UPGRADE | $250,000 | |
| PROJECT ANGEL HEART | ||||||||
| 4950 WASHINGTON ST | DENVER | CO | 80216 | NONE | PC | MATCHING GIFT TO A TASTE | $25,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 3731 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF CHARITABLE | $10,500 | |
| VOLUNTEERS OF AMERICA COLORADO | ||||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| DENVER RESCUE MISSION | ||||||||
| 6100 SMITH ROAD | DENVER | CO | 80216 | NONE | PC | COVID-19 RELIEF EFFORTS | $50,000 | |
| RESTAURANT WORKERS' COMMUNITY FOUNDATION | ||||||||
| 575 GRAND ST | NEW YORK | NY | 10002 | NONE | PC | COVID-19 RELIEF EFFORTS | $50,000 | |
| METROPOLITAN UNIVERSITY OF DENVER | ||||||||
| PO BOX 173362 | DENVER | CO | 80217 | NONE | PC | COVID-19 RELIEF EFFORTS | $50,000 | |
| UCSF FOUNDATION | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | PC | COVID-19 RELIEF EFFORTS | $50,000 | |
| WELD FOOD BANK | ||||||||
| 1108 H ST | GREELEY | CO | 80631 | NONE | PC | COVID-19 RELIEF EFFORTS | $5,000 | |
| KANSAS CITY REPERTORY THEATRE INC | ||||||||
| 4825 TROSST AVE | KANSAS CITY | MO | 64110 | NONE | PC | MAY GALA EVENT | $5,000 | |
| UNIVERSITY OF PUGET SOUND | ||||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | NONE | PC | CAPITAL CAMPAIGN PAYMENT | $15,000 | |
| MISSOURI RESTAURANT ASSOCIATION | ||||||||
| PO BOX 279 | EISBERRY | MO | 63343 | NONE | PC | WORKERS RELIEF FUND | $250,000 | |
| COLORADO RESTAURANT ASSOCIATION | ||||||||
| 430 E 7TH AVE | DENVER | CO | 80203 | NONE | PC | ANGEL RELIEF FUND | $500,000 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1703 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | 2020/2021 SEASON | $250,000 | |
| HUNDRED CLUB OF DENVER | ||||||||
| 5160 PRESERVE PARKWAY N | GREENWOOD VILLAGE | CO | 80121 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HORIZONS ACADEMY | ||||||||
| 4901 REINHARDT DR | ROELAND PARK | KS | 66205 | NONE | PC | ANNUAL FUND | $10,000 | |
| KCPT PUBLIC TELEVISION 19 | ||||||||
| 125 EAST 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TURNER HEALTH CLINIC | ||||||||
| 21 NORTH 12TH ST | KANSAS CITY | KS | 66102 | NONE | PC | OPERATIONAL FUNDING | $30,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | GENERAL OPERATIONAL FUNDING | $30,000 | |
| THE UNIVERSITY OF KANSAS CANCER CENTER | ||||||||
| 2650 SHAWNEE MISSION PARKWAY | WESTWOOD | KS | 66205 | NONE | PC | TREADS & THREADS 2020 | $30,000 | |
| ART AS MENTORSHIP | ||||||||
| 3236 MORRELL AVE | KANSAS CITY | MO | 64123 | NONE | PC | ONLINE PROGRAMMING | $20,000 | |
| PRINCIPIA | ||||||||
| 13201 CLAYTON RD | ST LOUIS | MO | 63131 | NONE | PC | MORGAN FUND IN HONOR OF | $5,000 | |
| THE GREEN LIGHT FUND | ||||||||
| 120 ST JAMES AVE | BOSTON | MA | 02116 | NONE | PC | CAPITAL CAMPAIGN PAYMENT | $20,000 | |
| KANSAS CITY GIRLS' PREPARATORY ACADEMY | ||||||||
| 4049 PENNSYLVANIA AVE | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING EXPENSES | $7,500 | |
| YEP KANSAS CITY | ||||||||
| 14905 LITTLE BLUE RD | KANSAS CITY | MO | 64136 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| ST PAUL'S EPISCOPAL DAY SCHOOL | ||||||||
| 4041 MAIN | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 | |
| LEE'S SUMMIT NORTH GIRLS' | ||||||||
| 901 NE DOUGLAS ST | LEES SUMMIT | MO | 64086 | NONE | PC | GENERAL OPERATING EXPENSES | $500 | |
| LEE'S SUMMIT NORTH HIGH SCHOOL | ||||||||
| 901 NE DOUGLAS ST | LEES SUMMIT | MO | 64086 | NONE | PC | SPEECH AND DEBATE PROGRAMS | $500 | |
| PITZER COLLEGE | ||||||||
| 1050 N MILLS AVE | CLAREMOUNT | CA | 91711 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| NYU LANGONE MEDICAL CENTER - PRMEIR | ||||||||
| ONE PARK AVE | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| NICHOLAS SCHOOL OF THE ENVIRONMENT | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| CHILDREN'S TLC | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| METROPOLITAN ORGANIZATION TO COUNTER | ||||||||
| 3100 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | 2020 VIRTUAL LUNCHEON | $5,000 | |
| PHOENIX ART MUSEUM | ||||||||
| 2777 EAST CAMELBACK RD STE 350 | PHOENIX | AZ | 85016 | NONE | PC | FIELD TRIP PROGRAM | $12,500 | C/O ROBERT FAVER |
| CENTER FOR INDEPENDENT DOCUMENTARY INC | ||||||||
| 1300 SOLDIERS FIELD RD | BOSTON | MA | 02135 | NONE | PC | PROTECT OUR PAST HOMES FOR | $35,000 | |
| CAPE COD COMMERCIAL FISHERMENS ALLIANCE | ||||||||
| 1566 MAIN ST | CHATHAM | MA | 02633 | NONE | PC | KEEP CAPE COD'S FISHING | $1,000 | |
| LONGYEAR MUSEUM | ||||||||
| 1125 BOYLSTON ST | CHESTNUT HILL | MA | 02467 | NONE | PC | PRESERVING HISTORY OF MARY | $500 | |
| REACHING OUT FROM WITHIN | ||||||||
| 5960 DEARBORN ST | MISSION | KS | 66202 | NONE | PC | PRISON PROGRAM | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,954,500 | 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 | $1,157,773 | 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 | $844,557 | 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 | 1 | ExclusionCd |
| Exclusion | $17,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,019,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,019,867 | 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 | $18,116 | Amt |
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 | $8,327 | $8,327 | $0 |
| CORPORATE ACTION DISBURSEMENT | $185 | $185 | $0 |
| ADR FEE | $595 | $595 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $17,537 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,540 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,125 | $6,125 | $0 |
| FEDERAL ESTIMATES - INCOME | $17,800 | $0 | $0 |