HARRY PORTMAN CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARRY PORTMAN CHARITABLE TRUST (EIN 43-6406877)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202011329349100401
- Schema version
- 2019v5.0
- 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
- Expenditure Responsibility Stmt
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-10T23:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436406877 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY PORTMAN CHARITABLE TRUST 100155 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 8168601933 | 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 | 8168601933 | PhoneNum |
| Signature | 2020-05-01 | 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 | 2020-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,190,151 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $108,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $241,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $656,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $241,885 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $350,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,569 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,238 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,119 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,119 | 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 | $2,474 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $819 | 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 |
| Tot Opr Expenses Rev And Expnss | $55,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $321,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $173,594 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,311 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,648,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,837,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,086,840 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,822,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,940,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,190,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,822,390 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,940,515 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,822,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,940,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,822,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,940,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,822,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18 | OtherIncreasesAmt |
| Subtotal | $1,941,897 | SubtotalAmt |
| Other Decreases | $1,382 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,940,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. XILINX INC | 2014-03-24 | 2019-01-14 | $9,045 | $5,453 | $3,592 | $3,592 | |
| 50000. GOLDMAN SACHS GROUP INC MTN DTD 2/5/2009 7.500% 2/15/2019 | 2015-07-21 | 2019-02-15 | $50,000 | $50,000 | |||
| 1000. PFIZER INC | 2011-10-04 | 2019-02-19 | $42,828 | $17,269 | $25,559 | $25,559 | |
| 500. XILINX INC | 2014-03-24 | 2019-02-19 | $59,507 | $27,264 | $32,243 | $32,243 | |
| 150. KRAFT HEINZ CO | 2016-04-19 | 2019-02-25 | $5,106 | $11,486 | -$6,380 | -$6,380 | |
| 50000. UNITED STATES TREASURY NOTES DTD 10/15/2018 2.875% 10/15/2021 | 2019-02-19 | 2019-03-20 | $50,635 | $50,493 | $142 | $142 | |
| 50000. UNITED STATES TREASURY NOTES DTD 2/15/2012 2.000% 2/15/2022 | 2019-02-19 | 2019-03-25 | $49,744 | $49,358 | $386 | $386 | |
| .333 DOW INC | 1998-11-05 | 2019-04-02 | $19 | $13 | $6 | $6 | |
| .2 ALCON INC | 1994-01-28 | 2019-04-09 | $11 | $2 | $9 | $9 | |
| .286 KONTOOR BRANDS INC | 2010-11-17 | 2019-05-23 | $10 | $2 | $8 | $8 | |
| .333 DUPONT DE NEMOURS INC | 1998-11-05 | 2019-06-03 | $25 | $28 | -$3 | -$3 | |
| .333 CORTEVA INC | 1998-11-05 | 2019-06-04 | $8 | $3 | $5 | $5 | |
| 214. KONTOOR BRANDS INC | 2010-11-17 | 2019-06-07 | $6,085 | $1,712 | $4,373 | $4,373 | |
| 1000. ABBVIE INC | 2010-12-28 | 2019-07-26 | $67,919 | $24,839 | $43,080 | $43,080 | |
| 384. CORTEVA INC | 2010-12-28 | 2019-07-26 | $10,857 | $3,485 | $7,372 | $7,372 | |
| 913. ENCANA CORP | 1994-03-29 | 2019-07-26 | $3,771 | $3,771 | $3,771 | ||
| 437. ENBRIDGE INC | 2002-10-18 | 2019-07-26 | $14,692 | $7,032 | $7,660 | $7,660 | |
| 50. J P MORGAN CHASE & CO | 2014-07-18 | 2019-07-26 | $5,802 | $2,924 | $2,878 | $2,878 | |
| 150. KRAFT HEINZ CO | 2016-04-19 | 2019-07-26 | $4,769 | $11,486 | -$6,717 | -$6,717 | |
| 500. V F CORP | 2010-11-17 | 2019-07-26 | $44,393 | $9,523 | $34,870 | $34,870 | |
| 501. JOHNSON CONTROLS INTERNATIONAL PLC | 2016-09-09 | 2019-07-26 | $20,585 | $24,103 | -$3,518 | -$3,518 | |
| 267. ALCON INC | 1994-01-28 | 2019-07-26 | $15,794 | $2,339 | $13,455 | $13,455 | |
| 100. AMERICAN ELECTRIC POWER INC | 2011-10-04 | 2019-09-11 | $9,158 | $3,609 | $5,549 | $5,549 | |
| 100. ILLINOIS TOOL WORKS INC | 2010-12-28 | 2019-09-11 | $15,881 | $5,373 | $10,508 | $10,508 | |
| 100. J P MORGAN CHASE & CO | 2014-07-18 | 2019-09-11 | $11,683 | $5,847 | $5,836 | $5,836 | |
| 100. MCDONALDS CORP | 2010-11-17 | 2019-09-11 | $20,959 | $7,846 | $13,113 | $13,113 | |
| 100. NEXTERA ENERGY INC | 1994-01-28 | 2019-09-11 | $21,982 | $1,843 | $20,139 | $20,139 | |
| 100. PEPSICO INC | 2010-12-28 | 2019-09-11 | $13,577 | $6,541 | $7,036 | $7,036 | |
| 100. CINTAS CORP | 2014-03-24 | 2019-10-09 | $26,336 | $5,904 | $20,432 | $20,432 | |
| 384. DUPONT DE NEMOURS INC | 2010-12-28 | 2019-10-09 | $24,922 | $28,760 | -$3,838 | -$3,838 | |
| 50000. BB&T CORPORATION DTD 12/8/2014 2.450% SER MTN 1/15/2020 | 2015-07-21 | 2019-12-16 | $50,000 | $50,030 | -$30 | -$30 | |
| CAPITAL GAIN DIVIDENDS | $349 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $241,885 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,760,676 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043745 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $200,522 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,608,295 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055573 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $197,370 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,388,011 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $194,386 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,431,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056647 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,601,303 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052935 | DistributionYr5Rt |
| Total Distribution | 0.267155 | TotalDistributionRt |
| Average Distribution | 0.053431 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,876,497 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $207,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210,341 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $201,919 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,433 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,433 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,512 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,512 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,921 | 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 | 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 | 8168601933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND AVENUE | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | 1 | $41,790 |
| MICHAEL A SCHULTZ | ||||||
| 400 W 49TH TER 2146 | KANSAS CITY | MO | 64112 | CO-TRUSTEE | 1 | $10,448 |
| 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 | $3,843,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,935,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,935,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,876,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $193,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $193,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,433 | TotalTaxAmt |
| Distributable Before Adj | $187,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,392 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,919 | 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 | $201,919 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $201,919 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $13,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,527 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,472 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,472 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $13,945 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $14,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| KANSAS CITY SYMPHONY | ||||||||
| ATTN FRANK BYRNE | 1703 WYANDOTTE STE 200 | KANSAS CITY | MO | 64108 | NONE | PC | SUPPORT FOR GUEST ARTIST | $30,000 |
| AMERICAN RED CROSS | ||||||||
| 2025 E ST NW 9062C | WASHINGTON | DC | 20006 | NONE | PC | GENEVIEVE BYRNE SPEAKER | $5,000 | |
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| ATTN SEAN O'HARROW EXECUTIVE DIRECTOR | 4420 WARWICK BOULEVARD | KANSAS CITY | MO | 64111 | NONE | POF | GENERAL OPERATING SUPPORT | $25,000 |
| VILLAGE SHALOM | ||||||||
| ATTN MATHEW E LEWIS | 5500 WEST 123RD STREET | OVERLAND PARK | KS | 66209 | NONE | PC | VILLAGE SHALOM UNIVERSITY | $10,000 |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 4550 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT FOR KS GIRLS | $10,000 | |
| POLICE FOUNDATION OF KANSAS CITY | ||||||||
| PO BOX 25198 | KANSAS CITY | MO | 64119 | NONE | PC | A CALL FOR BACKUP 2019 | $7,500 | |
| FRIENDS OF UNIVERSITY ACADEMY | ||||||||
| 4049 PENNSYLVANIA AVE | KANSAS CITY | MO | 64111 | NONE | SO I | FRIENDS OF UA GALA 2019 | $10,000 | |
| MIDWEST CENTER FOR HOLOCAUST EDUCATION | ||||||||
| 5801 WEST 115TH SUITE 106 | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT FOR 25TH | $10,000 | |
| TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | VETS VISIT FREE INITIATIVE | $7,500 | |
| KAUFFMAN CENTER FOR PERFORMING ARTS | ||||||||
| 1601 BROADWAY | KANSAS CITY | MO | 64108 | NONE | PC | OPEN DOORS PROGRAM | $10,000 | |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILHAM ROAD | KANSAS CITY | MO | 64108 | NONE | SO III FI | PEDIATRIC DATA REPOSITORY | $20,000 | |
| LIBERTY MEMORIAL ASSOCIATION | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64109 | NONE | PC | K-12 EDUCATIONAL | $5,000 | |
| CONGREGATION BETH SHALOM | ||||||||
| 14200 LAMAR AVENUE | OVERLAND PARK | KS | 66223 | NONE | PC | CAPITAL CAMPAIGN | $15,000 | |
| JEWISH FEDERATION OF GREATER KANSAS CITY | ||||||||
| 5801 WEST 115TH ST | OVERLAND PARK | KS | 66221 | NONE | PC | SECURITY INITIATIVE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | 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 | $108,116 | 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 | $241,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $350,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,001 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEMPER MUSEUM OPERATING FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4420 WARWICK BLVD | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-05-23 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | FOR THE CHARITABLE MUSEUM GENERAL OPERATIONS FUNDING | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 9/26/2019 | DatesOfReportsByGranteeTxt |
| Verification | 2019-09-26 | VerificationDt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $4 |
| ADJUST TAX LOT COST BASIS | $1,378 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRETION OF BOND DISCOUNT | Desc |
| Amt | $18 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $819 | $819 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $143 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,512 | $0 | $0 |