R C KEMPER JR CHARITABLE TRUST & FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: R C KEMPER JR CHARITABLE TRUST & FOUNDATION (EIN 44-6013840)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-06
IRS object ID: 202523109349101237
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	446013840	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	R C KEMPER JR CHARITABLE TRUST 10023600	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	$85,843,439	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,316,176	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,313,922	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,282,098	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,141,407	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,282,098	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	-$1,941	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$74,743	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,596,333	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,670,763	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$224,086	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$112,043	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$112,043	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	$40,676	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,167	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	$598	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$598	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$267,360	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$113,808	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$114,043	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,874,833	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,874,833	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,142,193	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$113,808	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,988,876	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$454,140	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,556,955	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,354,022	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,107,459	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,107,459	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$47,761,928	OtherInvestmentsBOYAmt
Other Investments EOY	$47,441,257	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$81,735,980	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$50,115,950	TotalAssetsBOYAmt
Total Assets EOY	$51,548,716	TotalAssetsEOYAmt
Total Assets EOYFMV	$85,843,439	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$50,115,950	CapitalStockBOYAmt
Capital Stock EOY	$51,548,716	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$50,115,950	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$51,548,716	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$50,115,950	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$51,548,716	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$50,115,950	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$454,140	ExcessRevenueOverExpensesAmt
Other Increases	$978,629	OtherIncreasesAmt
Subtotal	$51,548,719	SubtotalAmt
Other Decreases	$3	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$51,548,716	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
4300. UMB FINANCIAL CORP	2008-04-18	2024-03-12	$344,438	$273,072	$71,366	$71,366
1080. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS	2023-01-23	2024-03-27	$61,764	$74,958	-$13,194	-$13,194
990. BRISTOL-MYERS SQUIBB CO	2015-07-17	2024-03-27	$52,387	$67,689	-$15,302	-$15,302
2150. UMB FINANCIAL CORP	2008-04-18	2024-03-28	$185,583	$136,536	$49,047	$49,047
6450. UMB FINANCIAL CORP	2008-04-18	2024-04-01	$548,899	$409,607	$139,292	$139,292
800. BANK OF HAWAII CORP	2020-10-22	2024-04-24	$46,824	$48,353	-$1,529	-$1,529
200. DIAGEO PLC SPONSORED ADR	2018-06-12	2024-04-24	$28,066	$29,446	-$1,380	-$1,380
1943. ENBRIDGE INC	2015-07-17	2024-04-24	$69,151	$64,905	$4,246	$4,246
630. PAYPAL HOLDINGS INC	2016-01-06	2024-04-24	$40,855	$21,309	$19,546	$19,546
669. UNITED PARCEL SERVICE INC CLASS B	2015-07-17	2024-04-24	$98,318	$66,075	$32,243	$32,243
4300. UMB FINANCIAL CORP	2008-04-18	2024-05-01	$344,632	$273,072	$71,560	$71,560
2150. UMB FINANCIAL CORP	2008-04-18	2024-05-14	$179,763	$136,536	$43,227	$43,227
4300. UMB FINANCIAL CORP	2008-04-18	2024-06-03	$348,722	$273,072	$75,650	$75,650
4300. UMB FINANCIAL CORP	2008-04-18	2024-07-01	$356,890	$273,072	$83,818	$83,818
689. UMB FINANCIAL CORP	2008-04-18	2024-07-03	$57,864	$43,755	$14,109	$14,109
1461. UMB FINANCIAL CORP	2008-04-18	2024-07-10	$122,699	$92,781	$29,918	$29,918
6450. UMB FINANCIAL CORP	2008-04-18	2024-08-01	$628,656	$409,607	$219,049	$219,049
6450. UMB FINANCIAL CORP	2008-04-18	2024-09-03	$664,261	$409,607	$254,654	$254,654
6450. UMB FINANCIAL CORP	2008-04-18	2024-10-01	$657,610	$409,607	$248,003	$248,003
657. CROWDSTRIKE HOLDINGS INC - A	2024-06-24	2024-10-09	$194,398	$250,228	-$55,830	-$55,830
1498. NVIDIA CORP	2021-01-28	2024-10-09	$198,222	$19,835	$178,387	$178,387
971. AMERICAN ELECTRIC POWER INC	2015-07-17	2024-10-23	$97,539	$34,722	$62,817	$62,817
100. AMGEN INC	2015-06-26	2024-10-23	$31,554	$15,789	$15,765	$15,765
760. DISNEY WALT HOLDING CO	2015-08-25	2024-10-23	$73,631	$85,862	-$12,231	-$12,231
395. FEDEX CORP	2015-07-17	2024-10-23	$105,946	$68,142	$37,804	$37,804
6450. UMB FINANCIAL CORP	2008-04-18	2024-11-01	$701,923	$409,607	$292,316	$292,316
6450. UMB FINANCIAL CORP	2008-04-18	2024-12-02	$805,818	$409,607	$396,211	$396,211
985. STARBUCKS CORP	2015-07-17	2024-12-31	$89,566	$52,458	$37,108	$37,108
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P
CAPITAL GAIN DIVIDENDS					$5,428		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,282,098	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$49,442	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$49,442	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$49,442	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$38,018	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$10,616	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$48,634	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$808	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MO	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

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

Field	Value	IRS element (for citing)
Phone	8168607711	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	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	TRUSTEE	10	$224,086
JOHN MARINER KEMPER
319 LAFAYETTE ST	DENVER	CO	802183924	CO-TRUSTEE	0	$0
MARY KEMPER WOLF
800 W 59TH ST	KANSAS CITY	MO	64113	CO-TRUSTEE	0	$0
MARY HUNT
1010 GRAND BOULEVARD	KANSAS CITY	MO	64106	CO-TRUSTEE	0	$0

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	$72,361,119	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,083,546	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$75,444,665	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$75,444,665	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,131,670	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$74,312,995	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,715,650	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,715,650	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$49,442	TaxBasedOnInvestmentIncomeAmt
Total Tax	$49,442	TotalTaxAmt
Distributable Before Adj	$3,666,208	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,666,208	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$3,666,208	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,988,876	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$2,988,876	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,666,208	DistributableAsAdjustedAmt
Undistributed Income PY	$2,857,075	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,988,876	QualifyingDistributionsAmt
Applied To Year1	$2,857,075	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$131,801	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	$3,534,407	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 (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
LIBERTY MEMORIAL ASSOCIATION
2 MEMORIAL DRIVE	MEMORIAL DRIVE KANSA	MO	64108	NONE	PC	2ND CENTURY CAPITAL	$100,000
CHATHAM ORPHEUM THEATRE
637 MAIN STREET	CHATHAM	MA	02633	NONE	PC	CAPITAL CAMPAIGN	$100,000
THE CAPE COD FOUNDATION
261 WHITES PATH UNIT 2	SOUTH YARMOUTH	MA	02664	NONE	PC	CHATHAM ANGEL FUND	$7,500
CHATHAM HISTORICAL SOCIETY
347 STAGE HARBOR ROAD	CHATHAM	MA	02633	NONE	PC	COMING TO OUR SHORES	$25,000
AJC
165 EAST 56TH STREET	NEW YORK	NY	10022	NONE	PC	GENERAL OPERATING EXPENSES	$75,000
KC CARE
3515 BROADWAY	KANSAS CITY	MO	64111	NONE	PC	MEDICAL ASSISTANCE PROGRAM	$10,000
AMERICAN PUBLIC SQUARE
300 E 39TH STREET 4F	KANSAS CITY	MO	64111	NONE	PC	EVENING AT THE SQUARE	$5,000
FOLK ALLIANCE INTERNATIONAL
601 AVENIDA CESAR E CHAVEZ STE 100	KANSAS CITY	MO	64108	NONE	PC	2025 CONFERENCE	$20,000
ARTADIA
45 MAIN STREET SUITE 515	BROOKLYN	NY	11201	NONE	PC	SUPPORT FOR ARTISTS	$50,000
KANBES MARKETS
3119 TERRACE STREET	KANSAS CITY	MO	64111	NONE	PC	HEALTHY CORNER STORES	$15,000
KCAI
4415 WARWICK BLVD	KANSAS CITY	MO	641111820	NONE	PC	STUDENT SUP-ANNUAL	$5,000
AMERICAN ROYAL ASSOCIATION
1701 AMERICAN ROYAL CT	KANSAS CITY	MO	64102	NONE	PC	FINAL PAYMENT - CAPITAL	$250,000
JEWISH COMMUNITY RELATIONS BUREAU
5801 W 115TH STREET	OVERLAND PARK	KS	66211	NONE	PC	GENERAL OPERATING EXPENSES	$15,000
UNIVERSITY OF KANSAS HOSPITAL SYSTEM
2330 SHAWNEE MISSION PARKWAY	WESTWOOD	KS	66205	NONE	PC	CAPITAL CAMPAIGN	$500,000
PEACE HAVEN ASSOCIATION INC
12630 ROTT RD	ST LOUIS	MO	63127	NONE	PC	MATCHING GIFT GENERAL FUND	$5,000
KCGPA FOUNDATION
4550 MAIN STREET SUITE 227	KANSAS CITY	MO	64111	NONE	PC	GENERAL OPERATING EXPENSES	$200,000
AMERICAN JAZZ MUSEUM
1616 E 18TH ST	KANSAS CITY	MO	64108	NONE	PC	YOUNG MUSICIAN SCHOLARSHIPS	$5,000
JCCC FOUNDATION
12345 COLLEGE BOULEVARD	OVERLAND PARK	KS	66210	NONE	PC	NERMAN MUSEUM L LIGHTON EXH	$10,000
LONGYEAR FOUNDATION-MUSEUM
1125 BOYLSTON ST	CHESTNUT HILL	MA	02467	NONE	PC	GENERAL OPERATING EXPENSES	$5,000
THE NATURE CONSERVANCY
PO BOX 4345	TOPEKA	KS	66604	NONE	PC	BUFFALO RESTORATION PROGRAM	$75,000
AGRICULTURE FUTURE OF AMERICA
11500 N AMBASSADOR DRIVE STE 306	KANSAS CITY	KS	64153	NONE	PC	30TH ANNIVERSARY CAMPAIGN	$100,000
LYRIC OPERA OF KANSAS CITY
1725 HOLMES STREET	KANSAS CITY	MO	64108	NONE	PC	2024-2025 SEASON	$100,000
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BOULEVARD	KANSAS CITY	MO	64112	NONE	PC	3RD QUARTER DISTRIBUTION	$277,333
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BOULEVARD	KANSAS CITY	MO	64112	NONE	PC	4TH QUARTER DISTRIBUTION	$416,000
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BOULEVARD	KANSAS CITY	MO	64112	NONE	PC	2025 EXHIBITION SUPPORT	$150,000
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BOULEVARD	KANSAS CITY	MO	64112	NONE	PC	STAFF REQUEST	$200,000
KEMPER MUSEUM OF CONTEMPORARY ART
4420 WARWICK BOULEVARD	KANSAS CITY	MO	64112	NONE	PC	ACQUISITION OF	$54,000
CENTRAL CITY OPERA
4875 WARD ROAD SUITE 100	WHEAT RIDGE	CO	80033	NONE	PC	GENERAL OPERATING EXPENSES	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,874,833	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	$1,316,176	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	$2,282,098	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	-$76,684	15	$74,299
SEC 897 CAP GAIN			1	$444

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$76,684	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,673,017	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,596,333	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	$3	Amt

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	$40	$40	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME	-$2,385	$74,299
SECTION 897 CAPITAL GAIN	$444	$444

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUST TAX LOT COST BASIS	Desc
Amt	$978,629	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$1,167	$1,167	$0
FEDERAL TAX PAYMENT - PRIOR YE	$1,965	$0	$0
FEDERAL ESTIMATES - INCOME	$37,544	$0	$0