R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: R C KEMPER CHARITABLE TRUST UNITED MO BK KANSAS CITY TTEE (EIN 44-6010318)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-06
IRS object ID: 202533109349100348
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 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	446010318	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	R C KEMPER CHARITABLE TRUST 10017800	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	KELSEY SHIREMAN	PersonNm
Person Title	Vice President	PersonTitleTxt
Phone	8168607711	PhoneNum
Signature	2025-10-16	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	2025-10-16	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	$46,013,633	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$700,107	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$698,756	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,044,824	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,502,099	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,044,824	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	-$75,528	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$9,452	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$6,669,403	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,734,128	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$180,080	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$90,040	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$90,040	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	$109,861	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$168	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	$582	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$582	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$292,523	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$90,790	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$92,040	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,360,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,360,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,652,523	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$90,790	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,452,040	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$5,016,880	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,643,338	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$991,394	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,299,595	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,299,595	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$3,624,220	OtherInvestmentsBOYAmt
Other Investments EOY	$6,889,414	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$42,714,038	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$4,615,614	TotalAssetsBOYAmt
Total Assets EOY	$10,189,009	TotalAssetsEOYAmt
Total Assets EOYFMV	$46,013,633	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$4,615,614	CapitalStockBOYAmt
Capital Stock EOY	$10,189,009	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,615,614	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,189,009	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,615,614	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,189,009	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,615,614	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$5,016,880	ExcessRevenueOverExpensesAmt
Other Increases	$556,515	OtherIncreasesAmt
Subtotal	$10,189,009	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,189,009	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
4250. UMB FINANCIAL CORP	1971-12-31	2024-03-12	$340,432	$466	$339,966	$339,966
720. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS	2023-01-23	2024-03-27	$41,176	$49,972	-$8,796	-$8,796
675. BRISTOL-MYERS SQUIBB CO	2015-07-17	2024-03-27	$35,718	$46,111	-$10,393	-$10,393
400. PAYPAL HOLDINGS INC	2016-01-06	2024-03-27	$26,490	$13,530	$12,960	$12,960
2125. UMB FINANCIAL CORP	1971-12-31	2024-03-28	$183,425	$233	$183,192	$183,192
6375. UMB FINANCIAL CORP	1971-12-31	2024-04-01	$542,516	$700	$541,816	$541,816
998. ENBRIDGE INC	2015-07-17	2024-04-29	$35,635	$33,293	$2,342	$2,342
340. UNITED PARCEL SERVICE INC CLASS B	2015-07-17	2024-04-29	$50,418	$33,854	$16,564	$16,564
4250. UMB FINANCIAL CORP	1971-12-31	2024-05-01	$340,625	$466	$340,159	$340,159
2125. UMB FINANCIAL CORP	1971-12-31	2024-05-14	$177,672	$233	$177,439	$177,439
4250. UMB FINANCIAL CORP	1971-12-31	2024-06-03	$344,667	$466	$344,201	$344,201
4250. UMB FINANCIAL CORP	1971-12-31	2024-07-01	$352,740	$466	$352,274	$352,274
680. UMB FINANCIAL CORP	1971-12-31	2024-07-03	$57,108	$75	$57,033	$57,033
1445. UMB FINANCIAL CORP	1971-12-31	2024-07-10	$121,355	$159	$121,196	$121,196
6375. UMB FINANCIAL CORP	1971-12-31	2024-08-01	$621,346	$700	$620,646	$620,646
6375. UMB FINANCIAL CORP	1971-12-31	2024-09-03	$656,537	$700	$655,837	$655,837
6375. UMB FINANCIAL CORP	1971-12-31	2024-10-01	$649,963	$700	$649,263	$649,263
328. CROWDSTRIKE HOLDINGS INC - A	2024-06-24	2024-10-09	$97,051	$124,924	-$27,873	-$27,873
1129. NVIDIA CORP	2021-01-28	2024-10-09	$149,394	$14,949	$134,445	$134,445
320. AMERICAN ELECTRIC POWER INC	2015-07-17	2024-10-23	$32,145	$17,866	$14,279	$14,279
465. DISNEY WALT HOLDING CO	2015-08-25	2024-10-23	$45,050	$49,913	-$4,863	-$4,863
205. FEDEX CORP	2015-07-17	2024-10-23	$54,985	$35,347	$19,638	$19,638
6375. UMB FINANCIAL CORP	1971-12-31	2024-11-01	$693,761	$700	$693,061	$693,061
6375. UMB FINANCIAL CORP	1971-12-31	2024-12-02	$796,448	$700	$795,748	$795,748
575. STARBUCKS CORP	2015-07-17	2024-12-31	$52,285	$30,752	$21,533	$21,533
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P
CAPITAL GAIN DIVIDENDS					$3,157		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,044,824	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$92,342	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$92,342	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$92,342	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$78,975	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$13,553	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$92,528	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$186	OverpaymentAmt
Applied To ES Tax	$186	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	$120,080
SHEILA KEMPER DIETRICH
2336 SPRUCE ST UNIT A	BOULDER	CO	80302	CO-TRUSTEE	20	$20,000
JOHN MARINER KEMPER
1010 GRAND	KANSAS CITY	MO	64106	CO-TRUSTEE	20	$20,000
THOMAS J WOOD III
2701 WEST 69TH STREET	PRARIE VILLAGE	KS	66208	CO-TRUSTEE	20	$20,000

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	$38,779,965	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,631,517	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$40,411,482	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$40,411,482	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$606,172	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$39,805,310	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,990,266	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,990,266	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$92,342	TaxBasedOnInvestmentIncomeAmt
Total Tax	$92,342	TotalTaxAmt
Distributable Before Adj	$1,897,924	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,897,924	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,897,924	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,452,040	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	$1,452,040	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,897,924	DistributableAsAdjustedAmt
Undistributed Income PY	$1,265,036	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	$1,452,040	QualifyingDistributionsAmt
Applied To Year1	$1,265,036	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$187,004	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	$1,710,920	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 (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
YMCA OF NORTH COLORADO
2800 DAGNY WAY	LAFAYETTE	CO	80026	NONE	PC	HEROIC JOURNEY PROGRAM	$62,500
MOCSA
3100 BROADWAY SUITE 400	KANSAS CITY	MO	64111	NONE	PC	A PLACE FOR US CAMPAIGN	$500,000
JEWEL BALL
PO BOX 878652	KANSAS CITY	MO	64187	NONE	PC	GENERAL OPERATING EXPENSES	$10,000
ALLEGRO CHOIRS
228 OAK STREET	BONNER SPRINGS	KS	66012	NONE	PC	GENERAL OPERATING EXPENSES	$10,000
LEAD TO READ KC
PO BOX 411006	KANSAS CITY	MO	64141	NONE	PC	KC LITERARY SUPPORT	$25,000
HNC LIVING FOUNDATION
8100 NEWTON STREET	OVERLAND PARK	KS	66204	NONE	PC	HEAD AND NECK CANCER	$20,000
AMERICAN RED CROSS
6601 WINCHESTER AVE SUITE 110	KANSAS CITY	MO	64133	NONE	PC	EMERGENCY RESPONSE FUND	$50,000
YMCA OF NORTHERN CO
2800 DAGNY WAY	LAFAYETTE	CO	80026	NONE	PC	POP CULTURE HEROES PROJECT	$62,500
KANSAS CITY BALLET
500 W PERSHING ROAD	KANSAS CITY	MO	64108	NONE	PC	2024-2025 SEASON	$20,000
THE UNIVERSITY OF KANSAS HEALTH SYSTEM
11300 CORPORATE AVE	LENEXA	KS	66219	NONE	PC	2024 TREADS AND THREADS	$25,000
TURNER HOUSE CLINIC INC
21 N 12TH STREET SUITE 300	KANSAS CITY	KS	66102	NONE	PC	PRIMARY HEALTH CARE FOR	$50,000
KC PBS
125 EAST 31ST ST	KANSAS CITY	MO	64108	NONE	PC	HEALING HATE DOCUMENTARY	$10,000
VETERANS COMMUNITY PROJECT
8900 TROOST AVENUE	KANSAS CITY	MO	64131	NONE	PC	CHARITABLE PROGRAMS IN	$25,000
OPERATION BREAKTHROUGH
3039 TROOST AVE	KANSAS CITY	MO	64109	NONE	PC	GENERAL OPERATING EXPENSES	$50,000
EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRIVE	RANCHO MIRAGE	CA	92270	NONE	PC	CARDIOLOGY CAMPAIGN	$50,000
NATIONAL SPORTS CENTER FOR THE DISABLE
1801 MILE HIGH STADIUM CIRCLE 1500	DENVER	CO	80204	NONE	PC	EXPAND ADAPTIVE REC	$15,000
AMETHYST PLACE
2735 TROOST A	KANSAS CITY	MO	64109	NONE	PC	GENERAL OPERATING EXPENSES	$20,000
NEGRO LEAGUES BASEBALL MUSEUM
1616 E 18 ST	KANSAS CITY	MO	64106	NONE	PC	GENERAL OPERATING EXPENSES	$25,000
ABILITY KC
3101 MAIN STREET	KANSAS CITY	MO	64111	NONE	PC	GENERAL OPERATING EXPENSES	$15,000
SAINT LUKES HOSPITAL FOUNDATION
901 E 104 ST	KANSAS CITY	MO	64131	NONE	PC	GENERAL OPERATING EXPENSES	$20,000
PEMBROKE HILL SCHOOL
400 WEST 51ST ST	KANSAS CITY	MO	64112	NONE	PC	GENERAL OPERATING EXPENSES	$5,000
ROCKY MOUNTAIN CONSERVANCY
PO BOX 3100	ESTES PARK	CO	80517	NONE	PC	ACCESSIBLE FIELD INSTITUTE	$150,000
BOULDER MUSEUM CONTEMPORARY ART
1750 13TH ST	BOULDER	CO	80302	NONE	PC	2025 OUTREACH EDUCATION	$100,000
KAUFFMAN CENTER FOR THE PERFORMING ART
1601 BROADWAY	KANSAS CITY	MO	64108	NONE	PC	GENERAL OPERATING EXPENSES	$10,000
HEALING HOUSE
4505 ST JOHN AVENUE	KANSAS CITY	MO	64123	NONE	PC	GENERAL OPERATING EXPENSES	$10,000
GRACE AND HOLY CHURCH
415 W 13TH ST	KANSAS CITY	MO	64105	NONE	PC	GENERAL OPERATING EXPENSES	$10,000
EISENHOWER LIBRARY
200 S E 4TH	ABILENE	KS	67410	NONE	PC	GENERAL OPERATING EXPENSES	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,360,000	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	$700,107	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	$6,044,824	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	-$66,076	15	-$9,679
SEC 897 CAP GAIN			1	$227

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$66,076	UnrelatedBusinessTaxblIncmAmt
Exclusion	$6,735,479	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,669,403	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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE EXPENSES	$558	$558	$0
ADR FEES	$24	$24	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME	-$75,755	-$9,679
SECTION 897 CAPITAL GAIN	$227	$227

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
COST BASIS ADJUSTMENT	$556,513
ROUNDING	$2

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$168	$168	$0
FEDERAL TAX PAYMENT - PRIOR YE	$29,931	$0	$0
FEDERAL ESTIMATES - INCOME	$50,681	$0	$0
FEDERAL ESTIMATES - PRINCIPAL	$29,081	$0	$0