R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE (EIN 44-6010318)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-05-10
IRS object ID: 202031329349100603
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	2020-05-10T23:00:23-05:00	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	446010318	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	R C KEMPER CHARITABLE TRUST 100178	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	$33,337,807	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$616,178	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$611,646	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$930,745	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,681,824	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$930,745	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$6,827	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,054	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,553,750	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,543,445	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$168,033	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$84,017	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$84,017	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	$7,428	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$428	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	$440	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$440	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$176,701	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$84,885	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$84,817	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,519,357	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,519,357	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,696,058	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$84,885	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,604,174	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$142,308	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,458,560	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$181,815	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$389,402	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$389,402	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$3,255,444	OtherInvestmentsBOYAmt
Other Investments EOY	$2,901,916	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$32,948,405	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,437,259	TotalAssetsBOYAmt
Total Assets EOY	$3,291,318	TotalAssetsEOYAmt
Total Assets EOYFMV	$33,337,807	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$3,437,259	CapitalStockBOYAmt
Capital Stock EOY	$3,291,318	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,437,259	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,291,318	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,437,259	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,291,318	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,437,259	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$142,308	ExcessRevenueOverExpensesAmt
Other Increases	$448	OtherIncreasesAmt
Subtotal	$3,295,399	SubtotalAmt
Other Decreases	$4,081	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,291,318	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
100000. TRANS-CANADA PIPELINES DTD 1/9/2009 7.125% 1/15/2019	2015-06-09	2019-01-15	$100,000	$100,000
100000. WELLS FARGO & CO DTD 10/28/2013 2.150% 1/15/2019	2015-05-26	2019-01-15	$100,000	$100,000
100000. BB&T CORPORATION DTD 2/4/2014 2.250% SER MTN 2/1/2019	2015-05-26	2019-02-01	$100,000	$100,000
100000. GOLDMAN SACHS GROUP INC MTN DTD 2/5/2009 7.500% 2/15/2019	2015-06-09	2019-02-15	$100,000	$100,000
250. KRAFT HEINZ CO	2015-07-17	2019-02-25	$8,510	$18,949	-$10,439	-$10,439
. EXCHANGED TSHI, INC STK FOR WABTEC	2019-02-25	2019-02-25	$448	$448
.908 WABTEC	2019-02-26	2019-02-26	$68	$69	-$1	-$1
5. WABTEC	2019-02-26	2019-04-30	$371	$379	-$8	-$8
1000. UMB FINANCIAL CORP	1971-12-31	2019-05-06	$71,216	$110	$71,106	$71,106
1100. GENERAL ELECTRIC CO	2016-01-06	2019-06-12	$11,211	$32,966	-$21,755	-$21,755
410. ABBVIE INC	2015-07-17	2019-07-26	$27,847	$27,903	-$56	-$56
204. CORTEVA INC	2015-07-17	2019-07-26	$5,768	$2,269	$3,499	$3,499
255. KRAFT HEINZ CO	2015-06-26	2019-07-26	$8,108	$17,909	-$9,801	-$9,801
100000. DAIMLER FINANCE NA LLC DTD 8/1/2012 2.250% SER 144A 7/31/2019	2015-06-09	2019-07-31	$100,000	$99,842	$158	$158
5500. UMB FINANCIAL CORP	1971-12-31	2019-08-02	$361,299	$604	$360,695	$360,695
200. AT & T INC	2015-06-26	2019-09-11	$7,700	$7,208	$492	$492
100. ABBOTT LABORATORIES	2015-07-17	2019-09-11	$8,425	$4,994	$3,431	$3,431
75. DISNEY WALT HOLDING CO	2015-07-17	2019-09-11	$10,169	$8,909	$1,260	$1,260
50. MASTERCARD INC - CLASS A	2015-07-17	2019-09-11	$13,479	$4,804	$8,675	$8,675
200. VERIZON COMMUNICATIONS	2015-05-19	2019-09-11	$11,964	$9,910	$2,054	$2,054
100. WASTE MANAGEMENT INC DEL	2016-01-06	2019-09-11	$11,182	$5,308	$5,874	$5,874
50000. SIMON PROPERTY GROUP INC DTD 3/13/2012 3.375% 3/15/2022	2018-01-24	2019-10-07	$51,948	$50,619	$1,329	$1,329
25. CINTAS CORP	2015-07-17	2019-10-10	$6,578	$2,134	$4,444	$4,444
204. DUPONT DE NEMOURS INC	2015-07-17	2019-10-10	$13,050	$18,731	-$5,681	-$5,681
170. INTERNATIONAL BUSINESS MACHINES CORP	2015-07-17	2019-10-10	$23,982	$29,112	-$5,130	-$5,130
25. SHERWIN-WILLIAMS CO	2015-06-26	2019-10-10	$13,866	$7,079	$6,787	$6,787
1500. UMB FINANCIAL CORP	1971-12-31	2019-11-06	$100,404	$165	$100,239	$100,239
6000. UMB FINANCIAL CORP	1971-12-31	2019-12-12	$413,028	$658	$412,370	$412,370
CAPITAL GAIN DIVIDENDS					$1,203		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$930,745	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,897,549	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$36,261,148	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.05233	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,852,375	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$37,653,834	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.049195	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,380,484	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$31,499,305	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.043826	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,494,133	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$28,845,899	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.051797	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,785,024	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$34,951,831	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.051071	DistributionYr5Rt
Total Distribution	0.248219	TotalDistributionRt
Average Distribution	0.049644	AverageDistributionRt
Net Vl Noncharitable Assets	$31,903,387	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,583,812	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$14,586	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,598,398	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,604,174	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	$14,586	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$14,586	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$14,586	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$21,924	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$21,924	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$7,338	OverpaymentAmt
Applied To ES Tax	$7,338	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MO	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	UMB BANK NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8168607711	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1010 GRAND	AddressLine1Txt
City	KANSAS CITY	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	64106	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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	KANSAS CITY	MO	64106	CO-TRUSTEE	20	$96,801
SHEILA KEMPER DIETRICH
2336 SPRUCE ST UNIT A	BOULDER	CO	80302	CO-TRUSTEE	20	$23,744
JOHN MARINER KEMPER
1010 GRAND	KANSAS CITY	MO	64106	CO-TRUSTEE	20	$23,744
THOMAS J WOOD III
2701 WEST 69TH STREET	PRARIE VILLAGE	KS	66208	CO-TRUSTEE	20	$23,744

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	$32,042,959	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$346,266	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$32,389,225	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$32,389,225	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$485,838	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$31,903,387	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,595,169	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,595,169	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14,586	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14,586	TotalTaxAmt
Distributable Before Adj	$1,580,583	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,580,583	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,580,583	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,604,174	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	$1,604,174	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$14,586	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,589,588	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,580,583	DistributableAsAdjustedAmt
Undistributed Income PY	$93,763	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	$1,604,174	QualifyingDistributionsAmt
Applied To Year1	$93,763	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,510,411	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	$70,172	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 (34 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
AMERICAN ROYAL ASSOCIATION
ATTN GREG BERGEN	1701 AMERICAN ROYAL CT	KANSAS CITY	MO	64102	NONE	PC	CAPITAL CAMPAIGN & JUNIOR	$104,500
NATIONAL JEWISH HEALTH
ATTN LAURIE VAN SICKLE	1400 JACKSON ST	DENVER	CO	80206	NONE	PC	MORGRIDGE ACADEMY	$10,000
ROCKHURST UNIVERSITY
ATTN REVEREND THOMAS B CURRAN	1100 ROCKHURST RD	KANSAS CITY	MO	64110	NONE	PC	FINAL PAYMENT OF COMMITMENT	$20,000
LIBERTY MEMORIAL ASSOCIATION
	2 MEMORIAL DR	KANSAS CITY	MO	64109	NONE	PC	NIGHT AT THE TOWER	$25,000
DENVER ART MUSEUM FNDN
	100 W 14TH AVE PARKWAY	DENVER	CO	80204	NONE	PC	IN HONOR OF BECKY HART	$5,000
KANSAS CITY BALLET
	500 W PERSHING RD	KANSAS CITY	MO	64108	NONE	PC	2019-2020 SEASON	$10,000
NATIONAL WESTERN STOCK SHOW
	4655 HUMBOLDT ST	DENVER	CO	80216	NONE	PC	JR. LIVESTOCK AUCTION	$5,000
PEMBROKE HILL
	400 W 51ST	KANSAS CITY	MO	64112	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
EISENHOWER MEDICAL CENTER
	3900 BOB HOPE DR	RANCHO MIRAGE	CA	92270	NONE	PC	CAPITAL CAMPAIGN	$125,000
AGRICULTURE FUTURE OF AMERICA
ATTN MARK STEWART PRESIDENT&CEO	11500 NW AMBASSADOR DR STE 306	KANSAS CITY	MO	64153	NONE	PC	GENERAL OPEARTING SUPPORT	$471,357
UMKC CONSERVATORY MUSIC&DANCE
ATTN MARK MATTISON DEVELOPMENT DIRECTO	4949 CHERRY ST	KANSAS CITY	MO	64110	NONE	PC	ANNUAL CRESCENDO EVENT	$5,000
UMKC FOUNDATION
	4825 TROOST	KANSAS CITY	MO	64110	NONE	PC	KCUR CLASSICAL KANSAS CITY	$100,000
SAVE FOUNDATION
	300 HARRISON	KANSAS CITY	MO	64109	NONE	PC	SAVE INC HOMECOMING	$10,000
NATURE CONSERVANCY - KANSAS
	2420 NW BUTTON RD	TOPEKA	KS	66618	NONE	PC	GENERATIONS CAMPAIGN	$25,000
UMKC LAW SCHOOL FOUNDATION
	5100 ROCKHILL RD	KANSAS CITY	MO	64110	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
OPERATION BREAKTHROUGH
ATTN ROXANE JOHNSON SENIOR GRANT WRITE	3039 TROOST AVE	KANSAS CITY	MO	64109	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
EISENHOWER LIBRARY FOUNDATION
ATTN MEREDITH SLEICHTER EXECUTIVE DIRE	200 SE 4TH ST	ABILENE	KS	67410	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
KS CREATES
	PO BOX 415001	KANSAS CITY	MO	641415001	NONE	PC	OPEN SPACES ART EXPERIENCE	$192,500
KANSAS CITY STARTUP FOUNDATION
ATTN MATTHEW W MARCUS	1712 MAIN ST 426	KANSAS CITY	MO	64108	NONE	PC	RENEW GENERAL OPERATING	$55,000
POLICE ATHLETIC LEAGUE
ATTN MATTHEW J TOMASIC	407 N 6TH ST	KANSAS CITY	MO	66101	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
JEWISH FAMILY SERVICES OF GREATER KC
	425 E 63RD ST	KANSAS CITY	MO	64110	NONE	PC	JEWISH FAMILY SERVICES	$20,000
AMETHYST PLACE INC
ATTN KIMBERLY DAVIS EXECUTIVE DIRECTOR	2735 TROOST-A	KANSAS CITY	MO	64109	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
LEAD TO READ KC
ATTN PAULY HART	6022 NORTH STRATHBURY AVE	KANSAS CITY	MO	64151	NONE	PC	CLASS PROGRAM SUPPORT	$25,000
PITZER COLLEGE
BOX A-102	1050 N MILLS AVE	CLAREMONT	CA	917116101	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
AFTER THE HARVEST
ATTN LISA OUSLEY EXECUTIVE DIRECTOR	406 W 34TH STREET SUITE 816	KANSAS CITY	MO	64111	NONE	PC	AFTER THE HARVEST	$20,000
KC SOURCE LINK
	4747 TROOST AVE	KANSAS CITY	MO	64110	NONE	PC	TIED TO THE CAPITAL MATCH	$12,500
MOCSA
	3100 BROADWAY ST 400	KANSAS CITY	MO	64111	NONE	PC	2019 COMMUNITY LUNCHEON	$50,000
LEE'S SUMMIT UNITED LACROSSE ASSOCIATON
	217 NW LOCUST ST	LEES SUMMIT	MO	64064	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
THE UNIVERSITY OF KANSAS HEALTH SYSTEM
	2330 SHAWNEE MISSION PARKWAY	WESTWOOD	KS	66205	NONE	PC	TREADS & TREADS EVENT	$30,000
NICHOLAS SCHOOL OF THE ENVIRONMENT
	PO BOX 90581	DURHAM	NC	27708	NONE	PC	DUKE UNIVERSITY	$5,000
CHILDREN'S TLC
	3101 MAIN ST	KANSAS CITY	MO	64111	NONE	SO I	ABILITY KC	$5,000
HNC LIVING FOUNDATION
	6249 W 135TH ST	OVERLAND PARK	KS	66223	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
CHATHAM ANGEL FUND CAPE COD FOUNDATION
	261 WHITES PATH UNIT 2	SOUTH YARMOUTH	MA	02664	NONE	PC	CHATHAM CHILDREN'S FUND	$2,500
NYU LANGONE MEDICAL CENTER
	1 PARK AVE	NEW YORK	NY	10016	NONE	PC	GENERAL OPERATING SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,519,357	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	$616,178	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	$930,745	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	EXCISE TAX REFUND	Desc
Exclusion	1	ExclusionCd
Exclusion	$6,827	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,553,750	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,553,750	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
ROUNDING	$2
RETURN OF CAPITAL ADJUSTMENT	$4,079

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEE	$37	$37	$0
INSURANCE	$403	$403	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX REFUND	$6,827	$0
PARTNERSHIP NET INCOME		$1,054

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CORPORATE ACTION ADJUSTMENT	Desc
Amt	$448	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$428	$428	$0
FEDERAL ESTIMATES - INCOME	$7,000	$0	$0