WILLIAM T KEMPER CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST (EIN 43-6362480)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202513109349101236
- 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 | 436362480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER CHARITABLE TRUST 10015200 | 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 | 2025-10-27 | 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 | 2025-10-27 | 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 | $79,561,306 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,290,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,283,455 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,098,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,345,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,098,659 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$23,853 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $118,263 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,364,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,500,377 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $340,493 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $170,247 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $170,247 | 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 | $35,983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,283 | 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 | $9,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,036 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $387,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,762,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,762,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,150,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,934,747 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $214,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,313,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,433,296 | CashBOYAmt |
| Cash EOY | $1,212,070 | CashEOYAmt |
| Cash EOYFMV | $1,212,070 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $27,882,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,777,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $78,349,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,315,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,989,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,561,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,315,826 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,989,169 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,315,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,989,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,315,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,989,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,315,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $214,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $458,548 | OtherIncreasesAmt |
| Subtotal | $32,989,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,989,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4200. ARCHER DANIELS MIDLAND CO | 2009-11-10 | 2024-01-23 | $223,425 | $160,376 | $63,049 | $63,049 | |
| 1930. CITIGROUP INC | 2023-01-23 | 2024-01-23 | $101,876 | $100,376 | $1,500 | $1,500 | |
| 1300. CITIGROUP INC | 2017-11-01 | 2024-01-23 | $68,621 | $96,356 | -$27,735 | -$27,735 | |
| 900. CLOROX CO | 2020-03-10 | 2024-01-23 | $128,478 | $153,715 | -$25,237 | -$25,237 | |
| 3678. DOW INC | 2014-11-25 | 2024-01-23 | $198,048 | $124,521 | $73,527 | $73,527 | |
| 1193. EVERGY INC | 2003-01-22 | 2024-01-23 | $59,286 | $43,839 | $15,447 | $15,447 | |
| 5800. HIGHWOODS PROPERTIES INC | 2014-11-25 | 2024-01-23 | $128,593 | $232,608 | -$104,015 | -$104,015 | |
| 10000. PFIZER INC | 2011-08-09 | 2024-01-23 | $282,349 | $164,340 | $118,009 | $118,009 | |
| 4600. PLAINS ALL AMERICAN PIPELINE LP | 2014-02-18 | 2024-01-23 | $72,040 | $44,303 | $27,737 | $27,737 | |
| 5356. V F CORP | 2010-11-10 | 2024-01-23 | $87,864 | $102,437 | -$14,573 | -$14,573 | |
| 12300. PARAMOUNT GLOBAL-CLASS B | 2023-02-16 | 2024-01-23 | $169,079 | $282,174 | -$113,095 | -$113,095 | |
| 2823.53 FLINT HILLS FOUNDERS IV LP | 2024-03-22 | $2,824 | $2,824 | ||||
| 1700. BANK OF HAWAII CORP | 2020-10-22 | 2024-03-27 | $104,847 | $102,751 | $2,096 | $2,096 | |
| 8357. BHP LTD SPONSORED ADR REPSTG 2 ORD SHS | 2023-02-03 | 2024-03-27 | $477,924 | $548,014 | -$70,090 | -$70,090 | |
| 1300. BRISTOL-MYERS SQUIBB CO | 2013-03-19 | 2024-03-27 | $68,791 | $50,884 | $17,907 | $17,907 | |
| 760. CASEYS GENERAL STORES | 1996-09-03 | 2024-03-27 | $240,420 | $7,448 | $232,972 | $232,972 | |
| 2210. DEVON ENERGY CORP | 2001-10-25 | 2024-03-27 | $108,632 | $27,002 | $81,630 | $81,630 | |
| 570. DIAGEO PLC SPONSORED ADR | 2017-08-28 | 2024-03-27 | $84,892 | $75,364 | $9,528 | $9,528 | |
| 7065. DOMINION RES INC | 2011-08-09 | 2024-03-27 | $339,223 | $275,093 | $64,130 | $64,130 | |
| 5510. ENBRIDGE INC | 2014-02-18 | 2024-03-27 | $197,449 | $181,627 | $15,822 | $15,822 | |
| 12000. FT-PREFERRED SECUR & INC ETF | 2020-10-22 | 2024-03-27 | $208,018 | $231,078 | -$23,060 | -$23,060 | |
| 4845. KANSAS CITY LIFE INS CO | 1994-08-25 | 2024-03-27 | $174,448 | $106,280 | $68,168 | $68,168 | |
| 12410. MURPHY OIL CORP | 1992-01-15 | 2024-03-27 | $557,391 | $90,272 | $467,119 | $467,119 | |
| 3990. PAYPAL HOLDINGS INC | 2023-01-23 | 2024-03-27 | $264,236 | $156,951 | $107,285 | $107,285 | |
| 4415. UNITED PARCEL SERVICE INC CLASS B | 2016-05-03 | 2024-03-27 | $646,991 | $388,683 | $258,308 | $258,308 | |
| 1500. VENTAS INC | 2019-01-04 | 2024-03-27 | $64,927 | $86,035 | -$21,108 | -$21,108 | |
| 250000. MASTERCARD INC 3.375% 01 APR 2024 | 2019-03-20 | 2024-04-01 | $250,000 | $250,000 | |||
| 7725. ASSOCIATED BANC CORP | 2021-07-26 | 2024-06-24 | $160,714 | $149,356 | $11,358 | $11,358 | |
| 4500. BP AMOCO PLC SPONSORED ADR REPSTG 6 ORD SHS | 2014-06-05 | 2024-06-24 | $162,828 | $227,299 | -$64,471 | -$64,471 | |
| 3000. CVS CORPORATION | 2023-01-23 | 2024-06-24 | $184,936 | $289,234 | -$104,298 | -$104,298 | |
| 557. LILLY ELI & COMPANY | 1993-06-16 | 2024-06-24 | $498,448 | $7,077 | $491,371 | $491,371 | |
| 4202. NVIDIA CORP | 2017-11-01 | 2024-06-24 | $505,453 | $21,846 | $483,607 | $483,607 | |
| 3000. ON SEMICONDUCTOR | 2022-11-10 | 2024-06-24 | $204,789 | $213,248 | -$8,459 | -$8,459 | |
| 5600. REALTY INCOME CORP | 2022-01-07 | 2024-06-24 | $299,956 | $395,913 | -$95,957 | -$95,957 | |
| 1500. BLOCK INC | 2019-01-04 | 2024-06-24 | $96,710 | $87,316 | $9,394 | $9,394 | |
| 11240.98 TECHSTARS VENTURES 2017, LP | 2024-06-24 | $11,241 | $11,241 | ||||
| 2600. CONSOLIDATED EDISON INC | 2019-01-04 | 2024-08-13 | $264,426 | $198,846 | $65,580 | $65,580 | |
| 602. CROWDSTRIKE HOLDINGS INC - A | 2024-03-27 | 2024-10-09 | $178,125 | $193,438 | -$15,313 | -$15,313 | |
| 875. CROWDSTRIKE HOLDINGS INC - A | 2022-11-10 | 2024-10-09 | $258,902 | $166,718 | $92,184 | $92,184 | |
| 200000. US TREASURY NOTE/BOND 4.5% 30 NOV 2024 | 2024-03-27 | 2024-12-02 | $200,000 | $199,070 | $930 | $930 | |
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,342 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,098,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,531 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $50,531 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,469 | OverpaymentAmt |
| Applied To ES Tax | $4,469 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK N A | ||||||
| 1010 GRAND | KANSAS CITY | MO | 64106 | TRUSTEE | 20 | $307,635 |
| JOHN MARINER KEMPER | ||||||
| 319 LAFAYETTE ST | DENVER | CO | 802183924 | CO-TRUSTEE | 5 | $32,858 |
| 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 | $64,501,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,637,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,054,428 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,193,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $77,193,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,157,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,035,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,801,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,801,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,062 | TotalTaxAmt |
| Distributable Before Adj | $3,755,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,755,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,755,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,934,747 | 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 | $2,934,747 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,755,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,750,999 | 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 | $2,934,747 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,750,999 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $183,748 | 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 | $3,571,953 | 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 (38 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 |
|---|---|---|---|---|---|---|---|---|
| AGRICULTURAL FUTURE OF AMERICA | ||||||||
| 11500 N AMBASSADOR DR | KANSAS CITY | MO | 64153 | NONE | PC | SUPPORT OF CHARITABLE | $732,000 | |
| UNIVERSITY OF PUGET SOUND | ||||||||
| 1500 WARNER ST NO 1087 | TACOMA | WA | 98416 | NONE | PC | SUPPORT OF CHARITABLE | $20,000 | |
| YEP KANSAS CITY | ||||||||
| 4550 MAIN STREET SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $10,000 | |
| CHILDREN'S TLC - ABILITY KC | ||||||||
| 3101 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| CENTRAL CITY OPERA | ||||||||
| 4875 WARD ROAD SUITE 100 | WHEAT RIDGE | CO | 80033 | NONE | PC | SUPPORT OF CHARITABLE | $25,000 | |
| UMKC CONSERVATORY | ||||||||
| 4949 CHERRY STREET | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT OF CHARITABLE | $50,000 | |
| GREEN LIGHT FUND DENVER | ||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | NONE | PC | 3RD OF 4 PMTS 50K YEAR | $10,000 | |
| THERE WITH CARE | ||||||||
| 2825 WILDERNESS PLACE | BOULDER | CO | 80301 | NONE | PC | KANSAS CITY EXPANSION 3RD | $50,000 | |
| VFW FOUNDATION | ||||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | NONE | PC | PARKVILLE POST FACILITY | $100,000 | |
| STURM COLLEGE OF LAW | ||||||||
| 2255 E EVANS AVE | DENVER | CO | 80208 | NONE | PC | PLEDGE TO DIVERSITY PROGRAM | $20,000 | UNIVERSITY OF DENVER |
| PET RESOURCE CENTER OF KC | ||||||||
| 1116 E 59TH | KANSAS CITY | MO | 64110 | NONE | PC | CAPITAL CAMPAIGN | $10,000 | |
| KC CARE HEALTH CENTER | ||||||||
| 4435 MAIN STREET | KANSAS CITY | MO | 64111 | NONE | PC | CAPITAL CAMPAIGN | $50,000 | |
| ALBRECHT-KEMPER MUSEUM OF ART | ||||||||
| 2818 FREDERICK AVENUE | ST JOSEPH | MO | 64506 | NONE | PC | GENERAL OPERATING EXPENSES | $75,000 | |
| DTC COMMUNITY DEVELOPMENT INC | ||||||||
| 1000 WALNUT STREET SUITE 200 | KANSAS CITY | MO | 64106 | NONE | PC | SOUTH LOOP PROJECT | $300,000 | |
| ACCELERATED SCHOOLS OF OVERLAND PARK | ||||||||
| 10713 BARKLEY STREET | OVERLAND PARK | KS | 66211 | NONE | PC | ASOP MENTAL HEALTH PROGRAM | $5,000 | |
| DUBUQUE COMMUNITY Y | ||||||||
| 35 NORTH BOOTH STREET | DUBUQUE | IA | 52001 | NONE | PC | CAPITAL CAMPAIGN | $100,000 | |
| FOUNDATION FOR EDUCATIONAL EXCELLENCE | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | NONE | PC | CHARITABLE DONATION CARMEL | $10,000 | |
| HOUSING ASSISTANCE CORPORATION | ||||||||
| 460 WEST MAIN ST | HYANNIS | MA | 02601 | NONE | PC | CHARITABLE GIFT | $25,000 | |
| KCGPA | ||||||||
| 4550 MAIN STREET SUITE 227 | KANSAS CITY | MO | 64111 | NONE | PC | CHARITABLE GIFT | $10,000 | |
| MIZEL INSTITUTE | ||||||||
| 4350 S MONACO STREET 5TH FLOOR | DENVER | CO | 80237 | NONE | PC | CO REMEMBERS 911 EVENT | $10,000 | |
| NATIONAL HISPANIC CULTURAL CENTER | ||||||||
| 1701 4TH ST SW | ALBUQUERQUE | NM | 87102 | NONE | PC | FOR CHARITABLE PROGRAMS | $75,000 | FOUNDATION |
| SOUTH PLAINS FOOD BANK | ||||||||
| 5605 MLK JR BLVD | LUBBOCK | TX | 79404 | NONE | PC | FOR CHARITABLE PROGRAMS | $50,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1001 CRAIG ROAD | ST LOUIS | MO | 63146 | NONE | PC | 9TH ANNUAL CHAMPIONS OF | $30,000 | |
| NYU SCHOOL OF MEDICINE | ||||||||
| ONE PARK AVENUE 17TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| DUKE UNIVERSITY ALUMNI & DEVELOPMENT | ||||||||
| BOX 90581 | DURHAM | NC | 27708 | NONE | PC | NICHOLAS SCHOOL OF THE | $5,000 | |
| THE WESTERN STOCK SHOW ASSOCIATION | ||||||||
| 4655 HUMBOLDT STREET | DENVER | CO | 80216 | NONE | PC | NATIONAL WESTERN | $5,000 | |
| GLOBAL DOWN SYNDROME FOUNDATION | ||||||||
| 3239 E 2ND AVE | DENVER | CO | 80206 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 | |
| THE SALVATION ARMY KANSAS WESTERN MISS | ||||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | CHRISTMAS CAMPAIGN | $100,000 | |
| CAPE ABILITIES | ||||||||
| 895 MARY DUNN RD | HYANNIS | MA | 02601 | NONE | PC | FUND A NEED JOE CARR EVENT | $25,000 | |
| SALVATION ARMY DENVER | ||||||||
| 1901 29TH ST | DENVER | CO | 80216 | NONE | PC | LAMBUTH FAMILY CENTER | $100,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 400 WEST 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPERATION EXPENSES | $15,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 400 WEST 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | CLASS OF 1974 50TH REUNION | $5,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 400 WEST 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPERATION EXPENSES | $10,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 400 WEST 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | 1965 SCHOLARSHIP FUND | $10,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | FINAL PAYMENT-CAPITAL | $250,000 | |
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | JUNIOR PREMIUM LIVESTOCK | $210,500 | |
| MSU DENVER FOUNDATION INC | ||||||||
| CAMPUS BOX 14 PO BOX 173362 | DENVER | CO | 80217 | NONE | PC | MSU HEALTH INSTITUTE PMT 3 | $200,000 | |
| MSU DENVER FOUNDATION INC | ||||||||
| CAMPUS BOX 14 PO BOX 173362 | DENVER | CO | 80217 | NONE | PC | HEALTH AND HUMAN SCIENCES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,762,500 | 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 | $1,290,001 | 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 | $2,098,659 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP | 525990 | -$63,970 | 15 | $36,659 |
| SEC 897 CAP GAIN | 1 | $3,088 | ||
| OTHER INCOME | 1 | $370 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$63,970 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,428,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,364,807 | 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 | $8,528 | $8,528 | $0 |
| OTHER EXPENSES | $508 | $508 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | -$27,311 | $36,659 |
| SECTION 897 CAPITAL GAIN | $3,088 | $3,088 |
| OTHER INCOME | $370 | $370 |
| ORDINARY GAIN | $78,146 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $458,547 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,283 | $7,283 | $0 |
| FEDERAL ESTIMATES - INCOME | $28,700 | $0 | $0 |