KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: KEARNEY WORNALL CHARITABLE TRUST & FOUNDATION (EIN 44-6013874)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-06
IRS object ID: 202503109349100745
Schema version: 2024v5.2
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	2025-11-06T13:01:30-06:00	ReturnTs
Tax Period End	2024-12-31	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	800 YARD STREET SUITE 200	AddressLine1Txt
City	GRANDVIEW HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43212	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	446013874	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEARNEY WORNALL FOUNDATION 10017900	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WORN	BusinessNameControlTxt
Phone	8168611933	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	KELSEY SHIREMAN	PersonNm
Person Title	Vice President	PersonTitleTxt
Phone	8168611933	PhoneNum
Signature	2025-10-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH B HULL	PreparerPersonNm
PTIN	P00135850	PTIN
Phone	6142327290	PhoneNum
Preparation	2025-10-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$21,875,381	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$422,124	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$415,446	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,171,107	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,130,731	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,171,107	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	-$33,737	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,984	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,559,494	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,588,537	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$157,100	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$78,550	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$78,550	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	$2,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$2,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$6,759	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,853	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	$112	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$112	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$165,971	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$82,515	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$80,550	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$791,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$791,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$956,971	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$82,515	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$871,550	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$602,523	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,506,022	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$344,989	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$569,116	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$569,116	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$8,073,237	OtherInvestmentsBOYAmt
Other Investments EOY	$8,517,471	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$21,306,265	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$8,418,226	TotalAssetsBOYAmt
Total Assets EOY	$9,086,587	TotalAssetsEOYAmt
Total Assets EOYFMV	$21,875,381	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$8,418,226	CapitalStockBOYAmt
Capital Stock EOY	$9,086,587	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,418,226	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,086,587	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,418,226	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,086,587	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,418,226	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$602,523	ExcessRevenueOverExpensesAmt
Other Increases	$65,840	OtherIncreasesAmt
Subtotal	$9,086,589	SubtotalAmt
Other Decreases	$2	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$9,086,587	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
600. CLOROX CO	2020-03-10	2024-01-23	$85,652	$102,476	-$16,824	-$16,824
1174. DOW INC	2014-11-25	2024-01-23	$63,216	$43,110	$20,106	$20,106
4500. HIGHWOODS PROPERTIES INC	2014-06-11	2024-01-23	$99,771	$178,939	-$79,168	-$79,168
3200. V F CORP	2010-11-17	2024-01-23	$52,496	$50,015	$2,481	$2,481
100000. MASTERCARD INC 3.375% 01 APR 2024	2019-03-20	2024-04-01	$100,000	$100,000
2000. BP AMOCO PLC SPONSORED ADR REPSTG 6 ORD SHS	2014-06-05	2024-04-09	$78,399	$101,022	-$22,623	-$22,623
2170. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS	2023-01-23	2024-04-09	$130,915	$150,609	-$19,694	-$19,694
900. BOEING CO	2022-01-07	2024-04-09	$159,893	$196,554	-$36,661	-$36,661
1300. BRISTOL-MYERS SQUIBB CO	2013-03-19	2024-04-09	$66,884	$50,884	$16,000	$16,000
1000. DOMINION RES INC	2011-08-09	2024-04-09	$49,420	$46,146	$3,274	$3,274
3281. ENBRIDGE INC	2015-06-26	2024-04-09	$115,435	$92,550	$22,885	$22,885
1000. UNITED PARCEL SERVICE INC CLASS B	2019-07-26	2024-04-09	$150,579	$112,267	$38,312	$38,312
1487.17 HAR STREE REAL ESTATE FUND-I	2021-12-28	2024-07-26	$36,614	$40,159	-$3,545	-$3,545
5700. ALLIANT ENERGY CORP	2009-12-24	2024-08-02	$323,751	$83,287	$240,464	$240,464
972. CROWDSTRIKE HOLDINGS INC - A	2022-11-10	2024-08-02	$211,365	$149,795	$61,570	$61,570
335. DIAGEO PLC SPONSORED ADR	2018-06-12	2024-08-02	$41,239	$49,322	-$8,083	-$8,083
860. NUCOR CORP	2008-11-28	2024-08-02	$129,306	$28,246	$101,060	$101,060
6080. UMB FINANCIAL CORP	2004-12-13	2024-08-29	$627,955	$4,458	$623,497	$623,497
1600. DISNEY WALT HOLDING CO	2015-08-25	2024-10-15	$150,940	$137,013	$13,927	$13,927
400. FEDEX CORP	2018-04-30	2024-10-15	$106,797	$99,886	$6,911	$6,911
3300. INTEL CORP	2010-12-06	2024-10-15	$75,337	$69,883	$5,454	$5,454
1452. NVIDIA CORP	2023-01-23	2024-10-15	$190,418	$27,501	$162,917	$162,917
906. UNILEVER PLC SPONSORED ADR REPSTG 4 ORD SHARES	2008-11-28	2024-10-15	$57,394	$21,137	$36,257	$36,257
911.933 HAR STREE REAL ESTATE FUND-I	2018-10-12	2024-10-25	$22,552	$24,365	-$1,813	-$1,813
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P
CAPITAL GAIN DIVIDENDS					$4,403		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,171,107	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$20,934	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$20,934	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$20,934	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,191	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$15,320	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$20,511	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$423	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Field	Value	IRS element (for citing)
Phone	8168611933	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

Field	Value	IRS element (for citing)
Person	UMB BANK	PersonNm

US Address USAddress

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

Field	Value	IRS element (for citing)
Title	CO-TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	20	AverageHrsPerWkDevotedToPosRt
Compensation	$157,100	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$20,213,580	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$845,891	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$21,059,471	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$21,059,471	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$315,892	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$20,743,579	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,037,179	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,037,179	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$20,934	TaxBasedOnInvestmentIncomeAmt
Total Tax	$20,934	TotalTaxAmt
Distributable Before Adj	$1,016,245	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,016,245	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,016,245	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$871,550	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	$871,550	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,016,245	DistributableAsAdjustedAmt
Undistributed Income PY	$788,071	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	$871,550	QualifyingDistributionsAmt
Applied To Year1	$788,071	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$83,479	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	$932,766	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 (44 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
SALVATION ARMY
3637 BROADWAY PO 412577	KANSAS CITY	MO	64141	NONE	PC	SUPPORT OF CHARITABLE	$25,000
LYRIC OPERA OF
1725 HOLMES STREET	KANSAS CITY	MO	64108	NONE	EXEMPT	GENERAL	$25,000	KANSAS CITY INC
WORNALL-MAJOR HOUSE MUSEUMS INC
6115 WORNALL RD	KANSAS CITY	MO	64113	NONE	PC	EDUCATIONAL PROGRAMMING	$30,000
GIRL SCOUTS OF NE KANSAS AND NW MISSOU
10561 BARKLEY ST STE 101	OVERLAND PARK	KS	66212	NONE	PC	GIRL SCOUTS STAFF LED TROOP	$5,000
HOPE HOUSE INC
PO BOX 577	LEES SUMMIT	MO	64063	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
CATHOLIC CHARITIES OF KANSAS CITY
4002 DR MARTIN LUTHER KING JR BL	KANSAS CITY	MO	64130	NONE	PC	GENERAL OPERATING SUPPORT	$10,000	ST JOSEPH INC
HAPPYBOTTOMS
303 W 79TH STREET	KANSAS CITY	MO	64114	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
THE GIVING GROVE
300 E 39TH STREET STE LL1D	KANSAS CITY	MO	64111	NONE	PC	GENERAL OPERATING PURPOSES	$7,500
NONPROFIT LEADERSHIP ALLIANCE
1801 MAIN STREET SUITE 200	KANSAS CITY	MO	64108	NONE	PC	GENERAL OPERATING PURPOSES	$5,000
MADDIES MISSION FOUNDATION
PO BOX 8552	PRAIRIE VILLAGE	KS	66208	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
UNIVERSITY OF ST MARY
4100 S 4TH STREET	LEAVENWORTH	KS	66048	NONE	PC	GENERAL OPERATING PURPOSES	$25,000
HEARTLAND MENS CHORUS
4042 CENTRAL STREET	KANSAS CITY	MO	64111	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
WICHITA SYMPHONY SOCIETY INC
225 W DOUGLAS STE 207	WICHITA	KS	67202	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
HARRY S TRUMAN CHILDRENS NEUROLOGICAL
17601 E US HWY 40 SUITE A	INDEPENDENCE	MO	64055	NONE	PC	HELPF INDIV DEV	$8,000
HOPE CENTER
2800 E LINWOOD BOULEVARD	KANSAS	MO	64128	NONE	PC	RENOVATION OF VACANT CHURCH	$10,000
SAMARITAN COUNSELING SERVICE
7887 E BELLEVIEW AVE	DENVER	CO	80111	NONE	PC	SUSANS SCHOOL COUNSELING	$10,000
MIZEL INSTITUTE
4350 S MONACO STREET	DENVER	CO	80237	NONE	PC	MIZEL INSTITUTE 2024 ANNUAL	$35,000
VALLEY HOPE FOUNDATION
PO BOX 59	NORTON	KS	67654	NONE	PC	ATCHISON CAPITAL CAMPAIGN	$20,000
FRIENDS OF HISTORIC BOONVILLE
PO BOX 1776	BOONVILLE	MO	65233	NONE	PC	MO RIVER FESTIVAL OF ARTS	$500
AMERICAN CANCER SOCIETY
1001 CRAIG ROAD	ST LOUIS	MO	63146	NONE	PC	GENERAL OPERATING EXPENSES	$50,000
THE PROSPECT KC
11E 40TH STREET	KANSAS CITY	KS	64111	NONE	PC	GENERAL OPERATING EXPENSES	$5,000
SALINE COUNTY HISTORICAL SOCIETY
30 NORTH JEFFERSON	MARSHALL	MO	65340	NONE	PC	BUILDING HISTORICAL MUSEUM	$2,500
DOWN SYNDROME INNOVATIONS
5916 DEABORN STREET	MISSION	KS	66202	NONE	PC	EST NEURODIVERSITY	$25,000
RESTORE SGF
1409 SUNSHINE ST	SPRINGFIELD	MO	65807	NONE	PC	RESTORE MY BLOCK CHALLNG	$20,000
LINDA HALL LIBRARY FOUNDATION
5109 CHERRY STREET	KANSAS CITY	MO	64106	NONE	PC	KC INVENTION CONVENTION	$5,000
SPRINGS RESCUE MISSION
5 W LAS VEGAS ST	COLORADO SPRINGS	CO	80903	NONE	PC	FURNISH NEW TRANS HOUSING	$20,000
CORNERSTONES OF CARE
8150 WORNALL RD	KANSAS CITY	MO	64114	NONE	PC	BUILD TRYBE VOCATIONAL PROG	$20,000
ENGLEWOOD ARTS
10901 E WINNER ROAD	INDEPENDENCE	MO	64052	NONE	PC	GENERAL OPERATING PURPOSES	$10,000
MT CARMEL REDEVELOPMENT CORPORATION
1130 TROUP AVE	KANSAS CITY	KS	66104	NONE	PC	TRANSITIONAL HOUSING CASE	$5,000
BIKE WALK KC
1106 30TH ST STE G	KANSAS CITY	MO	64109	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
UNITED WAY OF GREATER KANSAS CITY
4801 MAIN STREET SUITE 425	KANSAS CITY	MO	64112	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
ADVENTHEALTH FOUNDATION SHAWNEE MISSION
7315 E FRONTAGE RD STE 221	MERRIAM	KS	66204	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
THERES JUST SOMETHING ABOUT KANSAS CITY
20200 S QUIVIRA RD	SPRING HILL	KS	66083	NONE	PC	LAUCH KC EDUCATIONAL	$20,000
ARTS ENGAGEMENT FOUNDATION OF KC
20 EAST GREGORY BLVD	KANSAS CITY	MO	64114	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
BOYS AND GIRLS CLUBS OF SPRINGFIELD
1410 N FREEMONT AVE	SPRINGFIELD	MO	65804	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
FIRE FOUNDATION
20 WEST 9TH STREET	KANSAS CITY	MO	64105	NONE	PC	FIRE PARTNER SCHOOL FUNDING	$15,000
THE AIDAN PROJECT
500 WESTPORT RD	KANSAS CITY	MO	64111	NONE	PC	A NIGHT IN THEIR SHOES	$10,000
DENVER CHILDREN FOUNDATION
8275 E 11TH AVE 202684	DENVER	CO	80220	NONE	PC	CHRISTMAS FOR KIDS 2024	$10,000
MSU DENVER FOUNDATION INC
CAMPUS BOX 14	DENVER	CO	802179002	NONE	PC	COLLOGE ENDOWMENT	$75,000
METROPOLITAN COMMUNITY COLLEGE FOUNDAT
3200 BROADWAY	KANSAS CITY	MO	64111	NONE	PC	2025 MLK LUNCHEON	$15,000
EVERY CHILD PEDIATRICS
1601 EAST 19TH AVE 6600	DENVER	CO	80218	NONE	PC	GENERAL OPERATING EXPENSES	$25,000	PROFESSIONAL PLAZA WEST
ACE SCHOLARSHIPS
5251 DTC PKWY 1150	GREENWOOD VILLAGE	CO	80111	NONE	PC	GENERAL OPERATING EXPENSES	$50,000
DUCKS UNLIMITED
ONE WATERFOWL WAY	MEMPHIS	TN	381202351	NONE	PC	PHASE II WETLANDS PROJECT	$50,000
SLEEPYHEAD BEDS
4741 CENTRAL 244	KANSAS CITY	MO	64112	NONE	PC	BEDS FOR KC KIDS	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$791,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$422,124	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 Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,171,107	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 (2 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
PARTNERSHIP INCOME	525990	-$35,721	1	$625
SECTION 897 CAPITA			1	$1,359

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$35,721	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,595,215	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,559,494	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	$2,000	Amt
Disbursements Charitable Prps	$2,000	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$2	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER EXPENSE (NON-DEDUCTIBLE	Desc
Revenue And Expenses Per Books	$112	RevenueAndExpensesPerBooksAmt
Net Investment Income	$112	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
SECTION 897 CAPITAL GAIN	$1,359	$1,359
PARTNERSHIP INCOME	-$35,096	$625

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$65,840	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$3,853	$3,853	$0
FEDERAL TAX PAYMENT - PRIOR YE	$1,450	$0	$0
FEDERAL ESTIMATES - INCOME	$1,456	$0	$0