BEBE & CROSBY KEMPER FOUNDATION TR 093097: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEBE & CROSBY KEMPER FOUNDATION TR 093097 (EIN 43-6780892)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-10
- IRS object ID
- 202031329349100103
- 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
- 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 | 436780892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEBE & CROSBY KEMPER FOUNDATION 100166 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEMP | BusinessNameControlTxt |
| Phone | 8168601933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK NA P O BOX 415044 M/ | 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 | $15,004,667 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $274,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $272,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $569,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $265,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,006 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,503 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,503 | 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 | $8,786 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $219 | 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 | $204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $204 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $98,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $709,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $709,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $808,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $754,853 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$542,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,444 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $588,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $461,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $461,306 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,491,687 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,073,995 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,543,361 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,080,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,535,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,004,667 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,080,564 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,535,301 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,080,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,535,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,080,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,535,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,080,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$542,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,537,750 | SubtotalAmt |
| Other Decreases | $2,449 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,535,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. TRANS-CANADA PIPELINES DTD 1/9/2009 7.125% 1/15/2019 | 2015-06-09 | 2019-01-15 | $50,000 | $50,000 | |||
| 50000. WELLS FARGO & CO DTD 10/28/2013 2.150% 1/15/2019 | 2015-05-26 | 2019-01-15 | $50,000 | $50,000 | |||
| 50000. BB&T CORPORATION DTD 2/4/2014 2.250% SER MTN 2/1/2019 | 2015-05-26 | 2019-02-01 | $50,000 | $50,000 | |||
| 50000. ALABAMA PWR CO DTD 2/17/2004 5.125% 2/15/2019 | 2015-05-28 | 2019-02-15 | $50,000 | $50,000 | |||
| 50000. GOLDMAN SACHS GROUP INC MTN DTD 2/5/2009 7.500% 2/15/2019 | 2015-06-09 | 2019-02-15 | $50,000 | $50,000 | |||
| 100. KRAFT HEINZ CO | 2015-07-17 | 2019-02-25 | $3,404 | $7,261 | -$3,857 | -$3,857 | |
| .333 DOW INC | 2015-05-19 | 2019-04-02 | $19 | $15 | $4 | $4 | |
| 400. UMB FINANCIAL CORP | 2008-04-18 | 2019-05-06 | $28,486 | $25,402 | $3,084 | $3,084 | |
| .333 DUPONT DE NEMOURS INC | 2015-05-19 | 2019-06-03 | $25 | $33 | -$8 | -$8 | |
| .333 CORTEVA INC | 2015-05-19 | 2019-06-04 | $8 | $4 | $4 | $4 | |
| 225. ABBVIE INC | 2015-07-17 | 2019-07-26 | $15,282 | $15,331 | -$49 | -$49 | |
| 124. CORTEVA INC | 2015-07-17 | 2019-07-26 | $3,506 | $1,445 | $2,061 | $2,061 | |
| 135. KRAFT HEINZ CO | 2015-06-26 | 2019-07-26 | $4,292 | $9,481 | -$5,189 | -$5,189 | |
| 50000. DAIMLER FINANCE NA LLC DTD 8/1/2012 2.250% SER 144A 7/31/2019 | 2015-06-09 | 2019-07-31 | $50,000 | $49,921 | $79 | $79 | |
| 2200. UMB FINANCIAL CORP | 2008-04-18 | 2019-08-02 | $144,520 | $139,711 | $4,809 | $4,809 | |
| 124. DUPONT DE NEMOURS INC | 2015-07-17 | 2019-10-10 | $7,933 | $11,922 | -$3,989 | -$3,989 | |
| 1500. FORD MOTOR CO | 2016-05-03 | 2019-10-10 | $12,855 | $20,183 | -$7,328 | -$7,328 | |
| 60. INTERNATIONAL BUSINESS MACHINES CORP | 2015-07-17 | 2019-10-10 | $8,464 | $10,367 | -$1,903 | -$1,903 | |
| 600. UMB FINANCIAL CORP | 2008-04-18 | 2019-11-06 | $40,162 | $38,103 | $2,059 | $2,059 | |
| CAPITAL GAIN DIVIDENDS | $759 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $201,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,741,337 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012828 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $888,717 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,293,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $596,523 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,662,089 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043663 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $507,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,622,770 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040188 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.151223 | TotalDistributionRt |
| Average Distribution | 0.030245 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,270,614 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $431,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $433,889 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $754,853 | 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 | $2,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,988 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,714 | OverpaymentAmt |
| Applied To ES Tax | $2,276 | AppliedToESTaxAmt |
| Refund | $1,438 | 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 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK NA | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $43,313 |
| MARY BARTON KEMPER | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $10,641 |
| JOHN MARINER KEMPER | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $10,641 |
| HEATHER MILLER | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $10,641 |
| SHEILA DIETRICH | ||||||
| C/O UMB BANK 1010 GRAND | KANSAS CITY | MO | 64106 | CO-TRUSTEE | 1 | $13,770 |
| 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 | $13,984,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $503,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,487,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,487,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,270,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $713,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $713,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,274 | TotalTaxAmt |
| Distributable Before Adj | $711,257 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $711,257 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $711,257 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $754,853 | 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 | $754,853 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,274 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $752,579 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $711,257 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $707,600 | 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 | $754,853 | QualifyingDistributionsAmt |
| Applied To Year1 | $707,600 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,253 | 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 | $664,004 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (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 |
|---|---|---|---|---|---|---|---|---|
| KEMPER MUSEUM OF CONTEMPORARY ART | ||||||||
| ATTN SEAN O'HARROW EXECUTIVE DIRECTOR | 4420 WARWICK BOULEVARD | KANSAS CITY | MO | 64111 | NONE | POF | ACQUSITION OF NOCTILUCENT & | $382,550 |
| FOLLY THEATER | ||||||||
| 1020 CENTRAL | KANSAS CITY | MO | 64196 | NONE | PC | FOLLY THEATER | $25,000 | |
| ARTSKC | ||||||||
| ATTN DANA KNAPP | 106 SOUTHWEST BLVD | KANSAS CITY | MO | 64108 | NONE | PC | JAZZ LEGACY PROJECT | $12,000 |
| POWELL GARDENS | ||||||||
| 1609 NW US HWY 50 | KINGSVILLE | MO | 64061 | NONE | PC | RENOVATION OF THE FRONT | $30,000 | |
| CHATHAM ORPHEUM THEATER | ||||||||
| 637 MAIN ST | CHATHAM | MA | 02633 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| REACHING OUT FROM WITHIN | ||||||||
| ATTN GREGORY WINSHIP | PO BOX 8527 | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | ALUMNI SUPPORT SERVICES | $100,000 |
| HAPPY BOTTOMS | ||||||||
| ATTN JILL GAIKOWSKI | 303 W 79TH | KANSAS CITY | MO | 64114 | NONE | PC | DIAPER DISTRIBUTION AND | $5,000 |
| NELSON-ATKINS MUSEUM OF ART | ||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | 2019 SHUTTLE CORK & GENERAL | $25,000 | |
| WATER MILL FOUNDATION | ||||||||
| 39 WATER MILL TOAD RD | WATER MILL | NY | 11976 | NONE | PC | GLOBAL RESIDENCY PROGRAM | $5,000 | |
| THE CENTER FOR INDEPENDENT | ||||||||
| 1300 SOLDIERS FIELD RD | BOSTON | MA | 02135 | NONE | PC | PROTECT OUR PAST PROJECT | $10,000 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HARVESTERS | ||||||||
| 3801 TOPPING AVE | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE SALVATION ARMY | ||||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | CHRISTMAS CAMPAIGN | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $709,550 | 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 | $274,996 | 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 | -$9,464 | 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 | $265,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,532 | 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 | 2019-01-29 | $321,250 | ART ACQUISITION FUNDING | $321,500 | NO | 4/1/2019 & 5/29/2019 | 2019-05-29 |
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | 2019-04-09 | $25,000 | SPECIAL EVENT IN HONOR OF THE WALKING WALL INSTALLATION | $25,000 | NO | 4/15/2019 | 2019-04-15 |
| KEMPER MUSEUM OPERATING FOUNDATION | ||||||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | 2019-08-12 | $36,300 | GALA FUNDRAISER | $36,300 | NO | 8/12/2019 | 2019-08-12 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $2,449 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEE | $21 | $21 | $0 |
| INSURANCE | $183 | $183 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $219 | $219 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,579 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $5,988 | $0 | $0 |