WILLIAM T KEMPER CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST (EIN 43-6362480)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202011329349100506
- 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 Expenses Schedule
- Other Income Schedule2
- 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 | 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 | 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 | $63,784,278 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,223,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,204,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,941,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,937,477 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,941,178 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $26,288 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,673 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,191,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,152,297 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $280,863 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $140,432 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,432 | 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 | $49,597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,297 | 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 | $6,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,037 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $337,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,232 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,732,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,732,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,070,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,874,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,000,531 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,699,877 | CashBOYAmt |
| Cash EOY | $3,063,118 | CashEOYAmt |
| Cash EOYFMV | $3,063,118 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $27,408,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,143,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $60,721,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,108,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,206,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,784,278 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,108,532 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,206,159 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,108,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,206,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,108,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,206,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,108,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,396 | OtherIncreasesAmt |
| Subtotal | $30,233,121 | SubtotalAmt |
| Other Decreases | $26,962 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,206,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 9370. P G & E CORP | 2010-05-28 | 2019-01-14 | $86,214 | $391,340 | -$305,126 | -$305,126 | |
| 1500. XILINX INC | 2014-03-24 | 2019-01-14 | $135,678 | $81,792 | $53,886 | $53,886 | |
| 500000. GOLDMAN SACHS GROUP INC MTN DTD 2/5/2009 7.500% 2/15/2019 | 2015-07-21 | 2019-02-15 | $500,000 | $500,000 | |||
| 2200. XILINX INC | 2014-03-24 | 2019-02-19 | $261,829 | $119,962 | $141,867 | $141,867 | |
| 1700. KRAFT HEINZ CO | 2012-10-17 | 2019-02-25 | $57,869 | $75,678 | -$17,809 | -$17,809 | |
| . EXCHANGED TSHI, INC STK FOR WABTEC | 2019-02-25 | 2019-02-25 | $3,258 | $3,258 | |||
| .968 WABTEC | 2019-02-26 | 2019-02-26 | $72 | $73 | -$1 | -$1 | |
| 375000. UNITED STATES TREASURY NOTES DTD 10/15/2018 2.875% 10/15/2021 | 2019-02-19 | 2019-03-20 | $379,761 | $378,700 | $1,061 | $1,061 | |
| 125000. UNITED STATES TREASURY NOTES DTD 2/15/2012 2.000% 2/15/2022 | 2019-02-19 | 2019-03-20 | $123,833 | $123,395 | $438 | $438 | |
| 250000. UNITED STATES TREASURY NOTES DTD 2/15/2012 2.000% 2/15/2022 | 2019-02-19 | 2019-03-25 | $248,721 | $246,791 | $1,930 | $1,930 | |
| .667 DOW INC | 2014-11-25 | 2019-04-02 | $38 | $30 | $8 | $8 | |
| 6000. CERNER CORP | 2004-10-29 | 2019-04-11 | $372,814 | $33,909 | $338,905 | $338,905 | |
| 42. WABTEC | 2019-02-26 | 2019-04-30 | $3,113 | $3,185 | -$72 | -$72 | |
| 250000. BP CAPITAL MARKETS PLC DTD 2/10/2014 2.237% 5/10/2019 | 2015-11-03 | 2019-05-10 | $250,000 | $250,000 | |||
| .857 KONTOOR BRANDS INC | 2010-12-06 | 2019-05-23 | $29 | $7 | $22 | $22 | |
| .666 DUPONT DE NEMOURS INC | 2014-11-25 | 2019-06-03 | $49 | $66 | -$17 | -$17 | |
| .666 CORTEVA INC | 2014-11-25 | 2019-06-04 | $17 | $8 | $9 | $9 | |
| 2800. CERNER CORP | 2004-10-29 | 2019-06-05 | $200,129 | $15,824 | $184,305 | $184,305 | |
| 8715. GLAXO WELLCOME PLC SPONSORED ADR REPSTG 2 ORD SHARES | 2017-08-28 | 2019-06-05 | $336,906 | $338,502 | -$1,596 | -$1,596 | |
| 1050. KONTOOR BRANDS INC | 2010-12-06 | 2019-06-07 | $29,856 | $8,440 | $21,416 | $21,416 | |
| 8000. GENERAL ELECTRIC CO | 2014-11-25 | 2019-06-12 | $81,531 | $206,200 | -$124,669 | -$124,669 | |
| 230000. AMERIPRISE FINANCIAL INC DTD 6/8/2009 7.300% 6/28/2019 | 2016-02-04 | 2019-06-28 | $230,000 | $230,000 | |||
| 2875. ABBVIE INC | 2010-12-06 | 2019-07-26 | $195,267 | $35,823 | $159,444 | $159,444 | |
| 1000. CERNER CORP | 2004-10-29 | 2019-07-26 | $72,945 | $5,651 | $67,294 | $67,294 | |
| 1000. CINTAS CORP | 1990-12-11 | 2019-07-26 | $261,651 | $5,839 | $255,812 | $255,812 | |
| 1000. COMMERCE BANCSHARES INC | 2009-07-21 | 2019-07-26 | $60,493 | $20,773 | $39,720 | $39,720 | |
| 3678. CORTEVA INC | 2014-11-25 | 2019-07-26 | $103,988 | $32,940 | $71,048 | $71,048 | |
| 1765. KRAFT HEINZ CO | 2012-10-17 | 2019-07-26 | $56,117 | $60,941 | -$4,824 | -$4,824 | |
| 12240. NOBLE ENERGY INC | 2000-01-04 | 2019-07-26 | $252,262 | $66,178 | $186,084 | $186,084 | |
| 500. SHERWIN-WILLIAMS CO | 2000-05-05 | 2019-07-26 | $255,627 | $12,660 | $242,967 | $242,967 | |
| 367. ADIENT LTD | 2016-10-31 | 2019-07-26 | $8,682 | $17,097 | -$8,415 | -$8,415 | |
| 3677. JOHNSON CONTROLS INTERNATIONAL PLC | 2016-09-09 | 2019-07-26 | $151,077 | $176,900 | -$25,823 | -$25,823 | |
| 300. ALCON INC | 2013-03-19 | 2019-07-26 | $17,746 | $12,782 | $4,964 | $4,964 | |
| 100. CHIPOTLE MEXICAN GRILL INC | 2015-07-20 | 2019-10-10 | $82,658 | $67,878 | $14,780 | $14,780 | |
| 400. CINTAS CORP | 1990-12-11 | 2019-10-10 | $105,244 | $2,336 | $102,908 | $102,908 | |
| 3678. DUPONT DE NEMOURS INC | 2014-11-25 | 2019-10-10 | $235,290 | $271,865 | -$36,575 | -$36,575 | |
| 6000. FORD MOTOR CO | 2016-05-03 | 2019-10-10 | $51,421 | $80,730 | -$29,309 | -$29,309 | |
| 2030. INTERNATIONAL BUSINESS MACHINES CORP | 1992-12-28 | 2019-10-10 | $286,369 | $26,314 | $260,055 | $260,055 | |
| 500. QUALCOMM INC | 1998-04-13 | 2019-10-10 | $37,798 | $841 | $36,957 | $36,957 | |
| 300. SHERWIN-WILLIAMS CO | 2000-11-10 | 2019-10-10 | $166,392 | $6,895 | $159,497 | $159,497 | |
| 500000. GEORGIA POWER COMPANY DTD 12/15/2009 4.250% 12/1/2019 | 2015-03-24 | 2019-12-02 | $500,000 | $500,000 | |||
| 10329. APACHE CORP | 2001-10-25 | 2019-12-12 | $225,741 | $82,914 | $142,827 | $142,827 | |
| 500000. BB&T CORPORATION DTD 12/8/2014 2.450% SER MTN 1/15/2020 | 2015-03-24 | 2019-12-16 | $500,000 | $501,782 | -$1,782 | -$1,782 | |
| CAPITAL GAIN DIVIDENDS | $8,992 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,941,178 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,802,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $60,965,926 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,767,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $59,622,313 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046416 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,256,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $56,614,189 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039858 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,448,472 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $56,650,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043221 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,703,331 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $50,709,993 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05331 | DistributionYr5Rt |
| Total Distribution | 0.228766 | TotalDistributionRt |
| Average Distribution | 0.045753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,840,617 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,783,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,813,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,874,112 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $30,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,399 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $56,399 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,394 | OverpaymentAmt |
| Applied To ES Tax | $26,394 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK N A | 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 | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $280,863 | 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 | $48,924,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,392,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,450,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,767,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,767,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $926,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,840,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,042,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,042,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,005 | TotalTaxAmt |
| Distributable Before Adj | $3,012,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,012,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,012,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,874,112 | 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 | $2,874,112 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,005 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,844,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,012,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,865,720 | 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 | $2,874,112 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,865,720 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,008,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,003,634 | 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 (15 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 ARTS | ||||||||
| ATTN SEAN O'HARROW | 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | POF | GENERAL OPERATING | $936,380 |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROSST AVE | KANSAS CITY | MO | 64110 | NONE | PC | STAY TRU CAPITAL CAMPAIGN | $200,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| ATTN HALEY FANNIN | 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64012 | NONE | PC | CAPITAL CAMPAIGN & 2019 | $735,000 |
| NATIONAL WESTERN STOCK SHOW | ||||||||
| ATTN PAUL ANDREWS | 4655 HUMBOLDT ST | DENVER | CO | 802162818 | NONE | PC | WSSA CAPITAL CAMPAIGN | $60,000 |
| CEDARS CAMP | ||||||||
| 1314 PARKVIEW VALLEY | MANCHESTER | MO | 63011 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| LYRIC OPERA | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 64114 | NONE | PC | OUR NEXT ACT INTEGRATED | $200,000 | |
| GRACE AND HOLY TRINITY CATHEDRAL | ||||||||
| 415 W 13TH ST | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| 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 | GENERAL OPERATING SUPPORT | $34,000 | |
| THE GREEN LIGHT FUND | ||||||||
| ATTN SARAH BEAULIEW | 200 CLARENDON ST 44TH FL | BOSTON | MA | 02116 | NONE | PC | GREEN LIGHT FUND | $20,000 |
| YEP KC | ||||||||
| 4550 MAIN STREET SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | SCHOLARSHIPS SUPPORT | $12,500 | |
| UNIVERSITY OF PUGET SOUND | ||||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| ST LUKE'S HOSPICE HOUSE | ||||||||
| 3516 SUMMIT ST | KANSAS CITY | MO | 64111 | NONE | PC | IN MEMORY OF TOM BEAL | $10,000 | |
| KANSAS CITY CAMPUS FOR ANIMAL CARE | ||||||||
| 4510 BELLEVIEW | KANSAS CITY | MO | 64111 | NONE | PC | CAPITAL CAMPAIGN | $200,000 | |
| RECONCILIATION SERVICES | ||||||||
| 3101 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | THELMA'S KITCHEN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,732,880 | 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 | $1,223,904 | 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 | $1,941,178 | 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 | $26,288 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,191,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,191,370 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | 2019-01-02 | $350,000 | GENERAL OPERATING FUNDING | $350,000 | NO | 1/2/2019 | 2019-01-02 |
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | 2019-04-01 | $350,000 | GENERAL OPERATING FUNDING | $350,000 | NO | 4/1/2019 | 2019-04-01 |
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | 2019-07-01 | $233,380 | GENERAL OPERATING FUNDING | $233,380 | NO | 7/1/2019 | 2019-07-01 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $26,957 |
| ROUNDING | $5 |
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 | $5,035 | $5,035 | $0 |
| CORPORATE ACTION DISBURSEMENT | $185 | $185 | $0 |
| ADR FEE | $817 | $817 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP NET INCOME | Desc |
| Revenue And Expenses Per Books | $26,288 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,673 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRETION OF BOND DISCOUNT | $138 |
| CORPORATE ACTION ADJUSTMENT | $3,258 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,297 | $5,297 | $0 |
| FEDERAL ESTIMATES - INCOME | $44,300 | $0 | $0 |