ENID & CROSBY KEMPER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ENID & CROSBY KEMPER FOUNDATION (EIN 23-7279896)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202021969349100002
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T23:00:52-05:00 | 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 | 237279896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENID AND CROSBY KEMPER FOUNDATION 100189 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEMP | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/S | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON JONES | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2020-07-13 | 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 | 2020-07-13 | 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 | $47,265,851 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,232,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,217,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $392,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,948,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $392,062 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $357,511 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,123 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,981,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,616,974 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $314,662 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $157,331 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $157,331 | 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 | $45,533 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,648 | 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 | $6,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,900 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $367,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,116,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,116,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,484,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,274,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$502,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,431,095 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $986,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,248,423 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,248,423 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $22,748,013 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,054,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,669,459 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,297,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,140,467 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,347,969 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,031,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,443,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,265,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $27,031,888 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,443,011 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,031,888 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,443,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,031,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,443,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,031,888 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$502,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,145 | OtherIncreasesAmt |
| Subtotal | $26,583,541 | SubtotalAmt |
| Other Decreases | $140,530 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,443,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3350. P G & E CORP | 2011-03-18 | 2019-01-14 | $30,824 | $140,116 | -$109,292 | -$109,292 | |
| 1000. XILINX INC | 2014-03-24 | 2019-01-14 | $90,452 | $54,528 | $35,924 | $35,924 | |
| 38.855 GOVERNMENT NATIONAL MTG ASSN POOL II DTD 3/1/2004 5.0000% 3/20/ | 2004-03-18 | 2019-01-22 | $34 | $36 | -$2 | -$2 | |
| .333 AKZO NOBEL NV | 1992-10-02 | 2019-01-28 | $9 | $3 | $6 | $6 | |
| 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 | |||
| 1300. XILINX INC | 2014-03-24 | 2019-02-19 | $154,717 | $70,887 | $83,830 | $83,830 | |
| 6.313 GOVERNMENT NATIONAL MTG ASSN POOL II DTD 3/1/2004 5.0000% 3/20/2 | 2004-03-18 | 2019-02-20 | $33 | $34 | -$1 | -$1 | |
| 1400. KRAFT HEINZ CO | 2013-03-19 | 2019-02-25 | $47,656 | $62,545 | -$14,889 | -$14,889 | |
| . EXCHANGED TSHI, INC STK FOR WABTEC | 2019-02-25 | 2019-02-25 | $2,036 | $2,036 | |||
| .855 WABTEC | 2019-02-26 | 2019-02-26 | $64 | $65 | -$1 | -$1 | |
| 500000. BP CAPITAL MARKETS PLC DTD 3/10/2009 4.750% 3/10/2019 | 2014-06-05 | 2019-03-11 | $500,000 | $500,000 | |||
| 100000. GOVERNMENT NATIONAL MTG ASSN POOL II DTD 3/1/2004 5.0000% 3/20 | 2004-03-18 | 2019-03-20 | $6 | $7 | -$1 | -$1 | |
| .4 ALCON INC | 2013-03-19 | 2019-04-09 | $23 | $17 | $6 | $6 | |
| 26. WABTEC | 2019-02-26 | 2019-04-30 | $1,927 | $1,971 | -$44 | -$44 | |
| .571 KONTOOR BRANDS INC | 2008-11-28 | 2019-05-23 | $20 | $3 | $17 | $17 | |
| 10873. GLAXO WELLCOME PLC SPONSORED ADR REPSTG 2 ORD SHARES | 2013-05-24 | 2019-06-05 | $420,331 | $323,663 | $96,668 | $96,668 | |
| 628. KONTOOR BRANDS INC | 2008-11-28 | 2019-06-07 | $17,857 | $3,223 | $14,634 | $14,634 | |
| 5000. GENERAL ELECTRIC CO | 2016-01-06 | 2019-06-12 | $50,957 | $128,980 | -$78,023 | -$78,023 | |
| 450000. AMERIPRISE FINANCIAL INC DTD 6/8/2009 7.300% 6/28/2019 | 2016-02-04 | 2019-06-28 | $450,000 | $450,000 | |||
| 3138. ABBVIE INC | 2010-12-06 | 2019-07-26 | $213,129 | $79,760 | $133,369 | $133,369 | |
| 2163. ALCOA UPSTREAM CORP | 1983-08-02 | 2019-07-26 | $50,138 | $27,161 | $22,977 | $22,977 | |
| 6491. ARCONIC INC | 1983-08-02 | 2019-07-26 | $166,585 | $66,679 | $99,906 | $99,906 | |
| 1000. COMMERCE BANCSHARES INC | 2009-07-21 | 2019-07-26 | $60,493 | $20,772 | $39,721 | $39,721 | |
| 1331. CORTEVA INC | 2010-12-06 | 2019-07-26 | $37,631 | $8,150 | $29,481 | $29,481 | |
| 3269. ADR EQUINOR ASA | 2007-10-11 | 2019-07-26 | $59,623 | $104,445 | -$44,822 | -$44,822 | |
| 1752. FIRST MIDWEST BANCORP INC-DEL | 1980-02-29 | 2019-07-26 | $37,386 | $4,088 | $33,298 | $33,298 | |
| 1415. KRAFT HEINZ CO | 2012-10-17 | 2019-07-26 | $44,989 | $54,337 | -$9,348 | -$9,348 | |
| 6400. NOBLE ENERGY INC | 2009-06-05 | 2019-07-26 | $131,902 | $204,624 | -$72,722 | -$72,722 | |
| 5695. NOBLE CORP PLC | 2002-04-30 | 2019-07-26 | $10,543 | $106,289 | -$95,746 | -$95,746 | |
| 548. ALCON INC | 2013-03-19 | 2019-07-26 | $32,416 | $10,957 | $21,459 | $21,459 | |
| 90. CORONADO FINANCIAL CORP | 2018-01-01 | 2019-09-19 | $213,701 | $117,791 | $95,910 | $95,910 | |
| 50. AMAZON COM INC | 2016-10-28 | 2019-10-10 | $86,570 | $38,862 | $47,708 | $47,708 | |
| 50. CHIPOTLE MEXICAN GRILL INC | 2015-07-20 | 2019-10-10 | $41,329 | $33,939 | $7,390 | $7,390 | |
| 300. CINTAS CORP | 2014-03-24 | 2019-10-10 | $78,933 | $17,712 | $61,221 | $61,221 | |
| 1331. DUPONT DE NEMOURS INC | 2010-12-06 | 2019-10-10 | $85,147 | $67,265 | $17,882 | $17,882 | |
| 5000. FORD MOTOR CO | 2016-05-03 | 2019-10-10 | $42,851 | $67,275 | -$24,424 | -$24,424 | |
| 775. INTERNATIONAL BUSINESS MACHINES CORP | 2016-10-31 | 2019-10-10 | $109,328 | $119,017 | -$9,689 | -$9,689 | |
| 438. KEURIG DR. PEPPER INC | 1995-03-13 | 2019-10-10 | $11,901 | $11,901 | $11,901 | ||
| 2915. BUNGE LIMITED | 2009-11-10 | 2019-10-10 | $160,572 | $167,775 | -$7,203 | -$7,203 | |
| 500000. GEORGIA POWER COMPANY DTD 12/15/2009 4.250% 12/1/2019 | 2015-03-24 | 2019-12-02 | $500,000 | $500,000 | |||
| 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 | |
| .8 COMMERCE BANCSHARES INC | 2009-07-21 | 2019-12-18 | $50 | $16 | $34 | $34 | |
| CAPITAL GAIN DIVIDENDS | $6,709 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $392,062 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,157,462 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,620,321 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,829,722 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,848,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,597,609 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,285,818 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033087 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,765,153 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,270,053 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,273,109 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,362,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05124 | DistributionYr5Rt |
| Total Distribution | 0.239578 | TotalDistributionRt |
| Average Distribution | 0.047916 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,798,130 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,386,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,400,438 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,274,642 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,622 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,622 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,622 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,321 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,321 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,301 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $201,925 |
| ALEXANDER KEMPER | ||||||
| 14905 LITTLE BLUE ROAD | KANSAS CITY | MO | 641361238 | CO-TRUSTEE | 20 | $37,579 |
| HEATHER K MILLER | ||||||
| C/O UMB BANK 1010 GRAND BLVD | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 20 | $37,579 |
| JOHN MARINER KEMPER | ||||||
| 319 LAFAYETTE STREET | DENVER | CO | 802183924 | CO-TRUSTEE | 20 | $37,579 |
| 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 | $42,467,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,690,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,398,330 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,556,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,556,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,347 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,798,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,489,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,489,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,622 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,622 | TotalTaxAmt |
| Distributable Before Adj | $2,461,285 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,461,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,461,285 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,274,642 | 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 | $2,274,642 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,274,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,461,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,066,490 | 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 | $2,274,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,066,490 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,152 | 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 | $2,253,133 | 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 (60 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 |
|---|---|---|---|---|---|---|---|---|
| KCPT PUBLIC TELEVISION 19 | ||||||||
| ATTN TED PLACE | 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ALBRECHT KEMPER MUSEUM OF ART | ||||||||
| 2818 FREDERICK BLVD | ST JOSEPH | MO | 64506 | NONE | PC | GENERAL OPERATING SUPPORT | $133,340 | |
| ST PAUL'S EPISCOPAL DAY SCHOOL | ||||||||
| 4041 MAIN | KANSAS CITY | MO | 64111 | NONE | PC | ANNUAL FUND | $6,000 | |
| KANSAS CITY SYMPHONY ASSOCIATION | ||||||||
| ATTN ERIC WILLIAMS | 1703 WYANDOTTE SUITE 200 | KANSAS CITY | MO | 64108 | NONE | PC | 2018-2019 SEASON | $500,000 |
| LONGYEAR MUSEUM | ||||||||
| 1125 BOYLSTON STREET | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL OPERATING SUPPPORT | $1,000 | |
| UMKC BLOCH SCHOOL | ||||||||
| 5110 CHERRY ST | KANSAS CITY | MO | 64110 | NONE | PC | ENTREPRENEUR OF THE YEAR | $5,000 | |
| BISHOP SEABURY ACADEMY | ||||||||
| 4120 CLINTON PARKAWAY | LAWRENCE | KS | 66226 | NONE | PC | BUILDING ON OUR | $5,000 | |
| KAUFFMAN CENTER FOR THE PERFORMING ARTS | ||||||||
| ATTN DALENE BRADFORD | 1601 BROADWAY | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPEARTING SUPPORT | $10,000 |
| WEN WOMEN'S EMPLOYMENT NETWORK | ||||||||
| ATTN ERIN COLE | 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | 2019 ANNUAL LUNCHEON | $5,000 |
| UNIVERSITY OF PUGET SOUND | ||||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | NONE | PC | SCHOLARSHIP | $10,000 | |
| BOULDER MUSEUM OF CONTEMPORARY ART | ||||||||
| 1750 13TH STREET | BOULDER | CO | 80302 | NONE | PC | YOUTH EDUCATION PROGRAM & | $95,000 | |
| JEWISH COMMUNITY RELATIONS BUREAU | ||||||||
| 5801 WEST 115TH ST | OVERLAND PARK | KS | 66211 | NONE | PC | AMERICAN JEWISH COMMITTEE | $40,000 | |
| BOYS GROW KC | ||||||||
| 9301 E 147TH ST | KANSAS CITY | MO | 64149 | NONE | PC | 2019 FARM FEST | $55,000 | |
| ENACTUS | ||||||||
| 3253 E CHESTNUT | SPRINGFIELD | MO | 65803 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TRIPS FOR KIDS | ||||||||
| ATTN WENDY STEWART | 3150 W JEWELL AVE | DENVER | CO | 80219 | NONE | PC | LEARN TO EARN PROGRAM | $7,500 |
| CENTRAL OPERA HOUSE ASSOCIATION | ||||||||
| 400 SOUTH COLORADO BLVD | DENVER | CO | 80246 | NONE | PC | LOAN REPAYMENT | $50,000 | |
| SYNERGY SERVICES | ||||||||
| 400 EAST SIXTH ST | PARKVILLE | MO | 64152 | NONE | PC | STAND UP FOR SYNERGY | $5,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| ATTN STEVE BELLES | 400 WEST 51ST STREET | KANSAS CITY | MO | 64112 | NONE | PC | ANNUAL FUND | $15,000 |
| LEE'S SUMMIT NORTH HIGH SCHOOL | ||||||||
| 901 NE DOUGLAS STREET | LEES SUMMIT | MO | 64086 | NONE | PC | DEBATE | $700 | |
| HOPE FAITH MINISTRIES | ||||||||
| ATTN SANDRA RATTERMAN | 705 VIRGINIA AVE | KANSAS CITY | MO | 64106 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| BIG IDEA PROJECT | ||||||||
| ATTN TRICIA HALSEY EXECUTIVE DIRECTOR | PO BOX 581 | LITTLETON | CO | 80160 | NONE | PC | SOFTWARE DEVELOPMENT | $25,000 |
| HYMAN BRAND HEBREW ACADEMY | ||||||||
| 5801 W 115TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| THE JEWEL BALL | ||||||||
| PO BOX 878652 | KANSAS CITY | MO | 64187 | NONE | PC | PROGRAM FUNDS | $10,000 | |
| MINDDRIVE | ||||||||
| ATTN MIKE ENOS | 2615 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | PROGRAM CAPACITY BUILDING | $10,000 |
| NATIONAL MS SOCIETY - MID AMERICA | ||||||||
| 7611 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | KC MS 150 BIKE TOUR | $25,000 | |
| ALLEGRO CHOIRS | ||||||||
| ATTN CHRISTY ELSNER | 110 W 3RD ST | BONNER SPRINGS | KS | 66012 | NONE | PC | ENOCRE CONCERT SHOLARSHIP | $15,000 |
| AMERICAN PUBLIC SQUARE | ||||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | KC COMMON GOOD | $50,000 | |
| CAMP NEBAGAMON SCHOLARSHIP | ||||||||
| PO BOX 331 | EAST TROY | WI | 53120 | NONE | PC | SCHOLARSHIP | $5,000 | |
| TURNING POINT | ||||||||
| 8900 STATE LINE ROAD SUITE 240 | LEAWOOD | KS | 66206 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER KC | ||||||||
| ATTN AUDREY JOHNSON | 1709 WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | RISE | $10,000 |
| TURNER HOUSE CLINIC | ||||||||
| ATTN SARA ADAMS | 21 NORTH 12TH ST STE 300 | KANSAS CITY | KS | 66102 | NONE | PC | PRIMARY HEALTH CARE TO | $30,000 |
| YOUTH AMBASSADORS | ||||||||
| ATTN MALLORY GOBET | 5809 MICHIGAN AVE | KANSAS CITY | MO | 64130 | NONE | PC | ACADEMIC YEAR AND SUMMER | $5,000 |
| PLANNED PARENTHOOD OF GREAT PLAINS | ||||||||
| 4401 W 109TH | OVERLAND PARK | KS | 66211 | NONE | PC | SEXUAL AND REPRODUCTIVE | $5,000 | |
| CHILDREN'S MERCY HOSPITALS | ||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | YOUTH PREPARING FOR | $99,471 | |
| CHATHAM HISTORICAL SOCIETY | ||||||||
| 347 STAGE HARBOR RD | CHATHAM | MA | 02633 | NONE | PC | ATWOOD MUSEUM 2020 EXHIBITS | $25,000 | |
| FEMININE INSTITUTE | ||||||||
| ATTN KATHLEEN LANDY | 1220 PARK AVE 13D | NEW YORK | NY | 10128 | NONE | PC | FEMINIST INSTITUE | $50,000 |
| ASSOCIATION OF MISSOURI CHARTER SCHOOLS | ||||||||
| ATTN DR DOUGLAS THAMAN | 1300 PAPIN ST | ST LOUIS | MO | 63103 | NONE | PC | GENERAL OPEARTING FUNDS | $25,000 |
| ASPEN INSTITUTE | ||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | MADELEINE ALBRIGHT-KC EVENT | $50,000 | |
| BARNABAS FOUNDATION | ||||||||
| PO BOX 3200 | SPRINGFIELD | MO | 65808 | NONE | PC | CAMPER & MISSIONARY | $25,000 | |
| BIKE WALK KC | ||||||||
| 1106 E 30TH ST | KANSAS CITY | MO | 64109 | NONE | PC | 9TH ANNUAL TOUR DE BIER KC | $1,000 | |
| JOHNSON COUNTY MENTAL HEALTH CENTER | ||||||||
| 6000 LAMAR | MISSION | KS | 66202 | NONE | PC | ZERO REASONS WHY CAMPAIGN | $10,000 | |
| THE PLAZA ACADEMY | ||||||||
| 3930 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING FUND | $20,000 | |
| KANSAS NEWSPAPER FOUNDATION | ||||||||
| 5723 SW 7TH ST | TOPEKA | KS | 66066 | NONE | PC | THE BEACON | $10,000 | |
| TEAM UP FOR ST JUDE KANSAS CITY | ||||||||
| PO BOX 3308 | KANSAS CITY | MO | 66103 | NONE | PC | TEAM UP | $2,500 | |
| KU ENDOWMENT | ||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | PC | WILLIAM WHITE SCHOOL OF | $20,000 | |
| HORIZONS ACADEMY | ||||||||
| 4901 REINHARDT DR | ROELAND PARK | KS | 66205 | NONE | PC | ANNUAL FUND | $15,000 | |
| KANSAS CITY GIRLS PREPARATORY ACADEMY | ||||||||
| 4049 PENNSYLVANIA AVE | KANSAS CITY | MO | 64111 | NONE | PC | ANNUAL FUND | $10,000 | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | PC | SCHOLARSHIP | $10,000 | |
| KANSAS CITY ROSE SOCIETY | ||||||||
| 5200 PENNSYLVANIA | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KANSAS CHRILDREN'S DISCOVERY CENTER INC | ||||||||
| 4400 SW 10TH AVE | TOPEKA | KS | 66004 | NONE | PC | PLAY FREE PROGRAM | $10,000 | |
| EPEC INC | ||||||||
| 5829 TROOST | KANSAS CITY | MO | 64110 | NONE | PC | THE GROOMING PROJECT | $10,000 | |
| KANSAS CITY ROWING FOUNDATION | ||||||||
| PO BOX 25655 | KANSAS CITY | MO | 64102 | NONE | PC | KANSAS CITY BOAT CLUB | $75,000 | |
| OWEN COX DANCE GROUP | ||||||||
| 4220 MERCIER ST | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ROSE BROOKS CENTER INC | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | NONE | PC | 33RD ANNUAL CABARET | $10,000 | |
| SAINT LUKE'S FOUNDATION | ||||||||
| 901 E 104TH ST | KANSAS CITY | MO | 64131 | NONE | PC | PURPLE FUND | $5,000 | |
| ENTERPRISE CENTER OF JOHNSON COUNTY | ||||||||
| 4220 SHAWNEE MISSION PARKWAY | FAIRWAY | KS | 66205 | NONE | PC | FOUNTAIN INNOVATION FUND | $150,000 | |
| KANSAS CITY MUSEUM FOUNDATION | ||||||||
| 4600 E 63RD ST | KANSAS CITY | MO | 64130 | NONE | PC | MAKING A MUSEUM KC CAPITAL | $200,000 | |
| SPAY AND NEUTER KC | ||||||||
| 1116 E 59TH | KANSAS CITY | MO | 64110 | NONE | PC | END PET HOMELESSNESS | $10,000 | |
| BLACK REPERTORY THEATRE | ||||||||
| PO BOX 410294 | KANSAS CITY | MO | 64141 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY | KANSAS CITY | MO | 64105 | NONE | PC | HISPANIC DEVELOPMENT FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,116,511 | 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 | $1,232,341 | 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 | $392,062 | 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 NET IN | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $357,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,981,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,981,914 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT - CORONADO FIN | $115,373 |
| RETURN OF CAPITAL ADJUSTMENT | $25,157 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,155 | $4,155 | $0 |
| CORPORATE ACTION DISBURSEMENT | $185 | $185 | $0 |
| ADR FEE | $2,560 | $2,560 | $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 | $357,511 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,123 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| CHARITABLE DISTRIBUTION RECOVERY | $50,000 |
| ADJUSTMENT FOR DIVIDEND IN STOCK | $2,036 |
| BOOK AND TAX ADJUSTMENT | $2,106 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $21,648 | $21,648 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $6,000 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $17,885 | $0 | $0 |