WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T (EIN 43-6345116)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-09-09
- IRS object ID
- 202432539349100508
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T09:29:05-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436345116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | COMMERCE BANK TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8162342704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS L NELSON | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8167608466 | PhoneNum |
| Signature | 2024-09-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $304,471,754 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,668,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,882,438 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $341 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $341 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $341 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,421,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,959,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,895,713 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $560,659 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$85,658 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,651,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,692,834 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,049,321 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $579,786 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $469,535 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $416,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $303 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $176,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,902 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,308 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,308 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $626,285 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,719 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,648,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,214,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475,583 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,008,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,297,117 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,656,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,214,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,772,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,005,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,478,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,683,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,864,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,864,102 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $26,180,702 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $26,782,016 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,275,050 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,368,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,424,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,595,025 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,560,671 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,718,385 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $41,216,070 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $6,763,418 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $7,738,376 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $6,407,578 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $144,735,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $143,470,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $169,003,754 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $110,175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $275,292,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $271,997,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $304,471,754 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $10,958,743 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,670,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $10,958,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,670,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $264,333,280 | RetainedEarningBOYAmt |
| Retained Earning EOY | $261,327,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264,333,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,327,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $275,292,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $271,997,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264,333,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,005,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $261,327,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $261,327,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $60,368,685 | $52,946,789 | $7,421,896 | $7,421,896 | |
| MAKENA K-1 GAINS | $528,036 | $528,036 | $528,036 | P | |
| BDT II K-1 GAINS | $22,411 | $22,411 | $22,411 | P | |
| BDT III K-1 GAINS | $11,014 | -$11,014 | -$11,014 | P | |
| CULTIVATION II K-1 GAINS | $16,963 | $16,963 | $16,963 | P | |
| CULTIVATION III K-1 GAINS | $22,929 | $22,929 | $22,929 | P | |
| MAKENA UBTI | $105,508 | -$105,508 | -$105,508 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,895,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $187,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $187,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $187,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $209,001 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $460,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $669,001 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $481,649 | OverpaymentAmt |
| Applied To ES Tax | $481,649 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162342704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| COMMERCE BANKNA-INVMGMT | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 40.00 | $579,786 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 10.00 | $64,421 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 40.00 | $405,114 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $284,371,650 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,710,486 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,937,741 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $327,019,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $327,019,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,905,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $322,114,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,105,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,105,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $187,352 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $17 | IncomeTaxAmt |
| Total Tax | $187,369 | TotalTaxAmt |
| Distributable Before Adj | $15,918,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,918,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,918,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,772,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,772,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,918,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,578,868 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,772,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,578,868 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,832 | 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 | $15,724,528 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXECUTIVE DIRECTOR WILLIAM T KEMPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMERCE BANK TRUSTEE 1000 WALNUT | AddressLine1Txt |
| Address Line2 | SUITE 1560 | AddressLine2Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162341768 | RecipientPhoneNum |
| Form And Info And Materials | WE SEEK TO SUPPORT PROPOSALS WHICH FALL IN THE FOLLOWING CATEGORIES: EDUCATION, HEALTH & HUMAN SERVICES, CIVIC IMPROVEMENTS, & ARTS. FOLLOWING ARE THE KEY ELEMENTS WE REQUIRE AS A PREREQUISITE FOR FUNDING CONSIDERATION: 1. BRIEF DESCRIPTION OF ORGANIZATION; 2. SUMMARY OF PROJECT; 3. GOALS & PLAN FOR IMPLEMENTATION; 4. OTHER SOURCES OF SUPPORT; 5. BUDGET FOR PROJECT & FUTURE FUNDING PLANS; 6. TIMETABLE WITH SPECIFIC, MEASURABLE OBJECTIVES; 7. METHOD OF EVALUATION; 8. ORGANIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENT AND CURRENT YEAR BUDGET; 9. LIST OF BOARD OF DIRECTORS, INCLUDING IDENTIFICATION OF THE PRESIDENT/CHAIR; 10. IRS DETERMINATION LETTER. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN NARRATIVE REPORT AND AN ACCOUNTING OF ALL DISBURSEMENTS FROM THE PROCEEDS OF THE GRANT ON AN ANNUAL BASIS. ANY GRANT THAT EXTENDS FOR MORE THAN ONE YEAR WILL BE CONDITIONAL ON FURTHER REVIEW AND EVALUATION OF THE REQUEST AS MAY BE DETERMINED BY THE STAFF AND CONTRIBUTIONS COMMITTEE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE SET BY STAFF | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOLLOWING ARE REASONS OR SUBJECT AREAS WHICH WILL CONSTITUTE REJECTION OF PROPOSAL: 1. INABILITY TO PRODUCE A 501(C)(3) TAX DETERMINATION LETTER; 2. THE RECIPIENT IS DEFINED AS A "PRIVATE FOUNDATION" IN SECTION 509(A) OF THE IRS CODE; 3. ORGANIZATIONS OPERATING OUTSIDE OF THE FOUNDATION'S GEOGRAPHIC AREA OF INTEREST; 4. AID TO AN INDIVIDUAL; 5. POLITICALLY PARTISAN PURPOSES; 6. TICKETS FOR DINNERS, BENEFITS, EXHIBITS, CONFERENCES, SPORTS EVENTS OR OTHER EVENT ACTIVITIES; 7. ADVERTISEMENTS; 8. UNDERWRITING OF DEFICITS OR POST-EVENT FUNDING; 9. RESEARCH UNRELATED TO THE FOUNDATION'S CURRENT PROJECTS OR PRIORITIES; 10. ENDOWMENT FUNDS THE RECIPIENT IS RESPONSIBLE TO ENSURE THAT THE GRANT IS USED FOR THE PURPOSES INDICATED IN THE GRANT REQUEST. VARIATIONS WILL BE MADE ONLY AT THE DISCRETION OF THE FOUNDATION, AND MUST BE REQUESTED IN WRITING. IF THE GRANT IS USED FOR OTHER THAN THE STATED PURPOSES WITHOUT EXPLICIT PERMISSION, THE FOUNDATION RESERVES THE RIGHT TO WITHDRAW FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVENTHEALTH KANSAS CITY FOUNDATION | ||||||||
| 7315 FRONTAGE RD STE 221 | SHAWNEE MISSION | KS | 662044004 | NONE | PC | LIVING IN VITALITY DENTAL FUND | $12,000 | |
| AMERICANS FOR OXFORD INC | ||||||||
| 500 5TH AVE FL 32 | NEW YORK | NY | 10110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $25,000 | |
| ARCHDIOCESE OF ST LOUIS | ||||||||
| CARDINAL RIGALI CENTER 20 ARCHBISHO | ST LOUIS | MO | 63119 | NONE | PC | 2023 LES PROMENADES MUSICALES DU PAYS D'AUGE | $30,000 | MAY DR |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH | $24,000 | |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | ANNUAL BEQUEST | $500 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | SUMMER PROGRAM FIELD TRIPS | $30,000 | STE 102 |
| BOYS GROW CORP | ||||||||
| 9301 E STATE ROUTE 150 | KANSAS CITY | MO | 641491131 | NONE | PC | PARKING LOT AND DRIVEWAY | $22,000 | |
| CARDINAL RITTER COLLEGE PREP | ||||||||
| 701 N SPRING AVE | ST LOUIS | MO | 63108 | NONE | PC | TUITION ASSISTANCE PROGRAM | $50,000 | |
| CHILD PROTECTION CENTER INC | ||||||||
| 3101 BROADWAY STE 750 | KANSAS CITY | MO | 64111 | NONE | PC | CAPITAL CAMPAIGN FOR NEW BUILDING | $250,000 | |
| CHILDRENS MERCY HOSPITAL | ||||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | ACUTE MENTAL HEALTH CRISIS CENTER | $1,000,000 | |
| CINEMA ST LOUIS | ||||||||
| CENTENE CENTER FOR THE ARTS 3547 | ST LOUIS | MO | 631031000 | NONE | PC | BUILDING COMMUNITY THROUGH FILM CAMPAIGN | $100,000 | OLIVE ST |
| CLIO FOUNDATION | ||||||||
| 2401 W 121ST ST | LEAWOOD | KS | 66209 | NONE | PC | HISTORY ON THE MOVE: GEOFENCING FOR LOCATION-AWARE WALKING/DRIVING TOURS | $12,000 | |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | ||||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES EXPANDED CAPACITY OVER 3 YEARS | $150,000 | |
| CONTEMPORARY ART MUSEUM ST LOUIS | ||||||||
| 3750 WASHINGTON BLVD | ST LOUIS | MO | 63108 | NONE | PC | EXTERIOR LIGHTING IMPROVEMENTS | $45,000 | |
| COUNTERPUBLIC | ||||||||
| 2701 CHEROKEE ST | ST LOUIS | MO | 63118 | NONE | PC | COUNTERPUBLIC 2023 | $25,000 | |
| CULTURAL FESTIVALS | ||||||||
| 225 S MERAMEC AVE STE 105 | ST LOUIS | MO | 63105 | NONE | PC | CREATIVE CASTLE AND PERFORMING ARTS STAGE | $15,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | FUTURE FORWARD CAMPAIGN OVER 3 YEARS | $350,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | DANFORTH CENTER IMPACT FUND | $10,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | FUTURE FORWARD CAMPAIGN OVER 3 YEARS | $650,000 | |
| DREAM BUILDERS 4 EQUITY | ||||||||
| 4220 DUNCAN AVE STE 201 | ST LOUIS | MO | 63110 | NONE | PC | LOAN FUND RESEARCH PROJECT | $25,000 | |
| ENTREPRENEUR STARTUP BUSINESS DEVELOPMENT CORPORATION DBA ARCH GRANTS | ||||||||
| 2315 LOCUST ST 2B | ST LOUIS | MO | 63103 | NONE | PC | GLOBAL STARTUP COMPETITION OVER 2 YEARS | $100,000 | |
| FOREST PARK FOREVER INC | ||||||||
| 5595 GRAND DRIVE IN FOREST PARK | ST LOUIS | MO | 63112 | NONE | PC | CAMPAIGN FOR THE GLADE OVER 3 YEARS | $2,500,000 | |
| FOSTER ADOPT CONNECT INC | ||||||||
| 18600 E 37TH TERR S | INDEPENDENCE | MO | 64057 | NONE | PC | CONNECTING THE DOTTE CAMPAIGN OVER 2 YEARS | $250,000 | |
| FRENCH HERITAGE SOCIETY INC | ||||||||
| 14 E 60TH ST STE 605 | NEW YORK | NY | 10022 | NONE | PC | FHC EDUCATIONAL OUTREACH & BOLDUC HOUSE RESTORATION | $21,500 | |
| FRIENDS OF CHAMBER MUSIC | ||||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | 2022/2023 SEASON SUPPORT | $100,000 | |
| FRIENDS OF CHAMBER MUSIC | ||||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | MATCHING CHALLENGE FOR NEW DONORS | $25,000 | |
| GRACE AND HOLY TRINITY CATHEDRAL | ||||||||
| 415 W 13TH ST | KANSAS CITY | MO | 641051350 | NONE | PC | ANNUAL BEQUEST | $200,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION (DONOR ADVISED FUND) | ||||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| GREATER ST LOUIS INC FOUNDATION | ||||||||
| 211 N BROADWAY STE 2200 | ST LOUIS | MO | 63102 | NONE | PC | PROJECT MARK OVER 2 YEARS | $50,000 | |
| GUADALUPE CENTER INC | ||||||||
| 1015 AVENIDA CESAR E CHAVEZ | KANSAS CITY | MO | 64108 | NONE | PC | WESTSIDE HEADQUARTERS PHASE III RENOVATIONS | $50,000 | |
| HEARTLAND FOUNDATION DBA MOSAIC LIFE CARE FOUNDATION | ||||||||
| 518 S 6TH ST | ST JOSEPH | MO | 645012225 | NONE | PC | EMPOWERU PROGRAM OVER 3 YEARS | $12,500 | |
| HISTORIC KANSAS CITY FOUNDATION | ||||||||
| 3401 BROADWAY BLVD PO BOX 19 | KANSAS CITY | MO | 641112403 | NONE | PC | 2022 ANNUAL APPEAL CHALLENGE MATCH GRANT | $12,500 | |
| HOPE HOUSE INC | ||||||||
| 1211 NE INDEPENDENCE AVE | LEES SUMMIT | MO | 64086 | NONE | PC | HOPE HOUSE'S TECHNOLOGY UPGRADES PROJECT | $35,000 | |
| INTERNATIONAL MENTORING PROGRAM INC | ||||||||
| 513 EAGLESRIDGE DR | WILDWOOD | MO | 63021 | NONE | PC | INTERNATIONAL MENTORING PROGRAM OVER 3 YEARS | $50,000 | |
| JEWISH FEDERATION OF ST LOUIS | ||||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | PC | ISRAEL EMERGENCY FUND | $10,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | VANDERSLICE HALL RENOVATION PROJECT - ADMISSIONS & FERNERY OVER 2 YEARS | $700,000 | |
| KANSAS CITY ART INSTITUTE | ||||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | ANNUAL BEQUEST | $250,000 | |
| KANSAS CITY BALLET ASSOCIATION | ||||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | 2022/2023 SEASON SUPPORT AND RECOGNITION AT PETER PAN | $30,000 | |
| KANSAS CITY CARE CLINIC DBA KC CARE HEALTH CENTER | ||||||||
| 3515 BROADWAY BLVD | KANSAS CITY | MO | 64111 | NONE | PC | ADVANCING A HEALTHY KC CAMPAIGN | $300,000 | |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | HVAC UNIT REPLACEMENT | $12,500 | |
| KANSAS CITY CHORALE | ||||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | 2022/2023 SEASON SUPPORT WITH ANNUAL SPRINGSONG CONCERT AT THE NELSON UNDERWRITTEN IN MEMORY OF LAURA KEMPER FIELDS AND PARTIAL FUNDING FOR FINANCIAL AUDIT | $25,000 | |
| KANSAS CITY PUBLIC LIBRARY | ||||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | CREATIVE WRITING INITIATIVE WITH UMKCS MFA PROGRAM IN CREATIVE WRITING | $3,000 | |
| KANSAS CITY PUBLIC LIBRARY | ||||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | CREATIVE WRITING INITIATIVE THROUGH WRITERS FOR READERS PROGRAM | $1,500 | |
| KANSAS CITY SYMPHONY | ||||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | 2022/2023 SEASON SUPPORT | $200,000 | |
| KANSAS CITY UNIVERSITY | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 641061453 | NONE | PC | CENTER OF EXCELLENCE IN BIOINFORMATICS FOR PEDIATRIC CANCER/ RARE DISEASE OVER 3 YEARS | $100,000 | |
| KANSAS CITY UNIVERSITY | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 641061453 | NONE | PC | CENTER OF EXCELLENCE IN BIOINFORMATICS FOR PEDIATRIC CANCER/ RARE DISEASE OVER 3 YEARS | $100,000 | |
| KANSAS STATE UNIVERSITY FOUNDATION | ||||||||
| 919 MID-CAMPUS DR N 110 ANDERSON | MANHATTAN | KS | 66506 | NONE | PC | EXCELLENCE IN TEACHING AWARDS | $16,500 | HALL |
| KANSAS UNIVERSITY ENDOWMENT ASSOC SCHOOL OF MUSIC | ||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | NONE | PC | ORGAN ADJUNCT PROFESSOR AND ARTIST-IN-RESIDENCE OVER 3 YEARS | $31,000 | |
| KC COMMON GOOD INC | ||||||||
| 801 W 47TH ST STE 500 | KANSAS CITY | MO | 64112 | NONE | PC | CAPACITY BUILDING FOR KC 360 ANTI-VIOLENCE INITIATIVE OVER 2 YEARS | $50,000 | |
| UMKC FOUNDATION FBO KC STEM ALLIANCE | ||||||||
| 4825 TROOST AVE RM 108 | KANSAS CITY | MO | 64110 | NONE | PC | CLOSING THE RACIAL GAP IN STEM | $15,000 | |
| KIDSTLC INC | ||||||||
| 480 S ROGERS RD | OLATHE | KS | 660621706 | NONE | PC | ROOTED IN HOPE CAPITAL CAMPAIGN OVER 3 YEARS | $100,000 | |
| KIDSTLC INC | ||||||||
| 480 S ROGERS RD | OLATHE | KS | 660621706 | NONE | PC | ROOTED IN HOPE CAPITAL CAMPAIGN OVER 3 YEARS | $100,000 | |
| KIPP ST LOUIS | ||||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | NONE | PC | WILLIAM T. KEMPER EXCELLENCE IN TEACHING AWARDS OVER 3 YEARS | $25,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | DIGITIZATION PROJECT OVER 5 YEARS | $100,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | A SECOND CENTURY CAPITAL CAMPAIGN: GALLERY REFRESH INITIATIVE | $500,000 | |
| LYRIC OPERA OF KANSAS CITY INC | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 641081538 | NONE | PC | 2022/2023 SEASON SUPPORT | $40,000 | |
| MAGNIFICENT MISSOURI INC | ||||||||
| 12 HUNTLEIGH DOWNS | ST LOUIS | MO | 63131 | NONE | PC | CAPACITY BUILDING OVER 5 YEARS | $50,000 | |
| MID-AMERICA ARTS ALLIANCE | ||||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 641081914 | NONE | PC | EXHIBITSUSA (EXHIBITS IN MISSOURI & KANSAS) | $35,000 | |
| MID-AMERICA REGIONAL COUNCIL | ||||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | ECONOMIC VALUE ATLAS OVER 3 YEARS | $25,000 | |
| MIGRANT AND IMMIGRANT COMMUNITY ACTION PROJECT | ||||||||
| 2650 CHEROKEE ST | ST LOUIS | MO | 63110 | NONE | PC | NEW HOME, BIGGER IMPACT CAMPAIGN | $20,000 | |
| MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES | ||||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | FLORA OF NORTH AMERICA | $25,000 | |
| MISSOURI MAIN STREET CONNECTION INC | ||||||||
| PO BOX 1066 | BRANSON | MO | 65615 | NONE | PC | 2023 MAIN STREET NOW CONFERENCE IN ST. LOUIS | $7,500 | |
| MISSOURI WESTERN STATE UNIVERSITY FOUNDATION INC N00008837 | ||||||||
| 4525 DOWNS DR | ST JOSEPH | MO | 64507 | NONE | PC | CONVERGENT TECHNOLOGY ALLIANCE CENTER (CTAC) PROJECT | $25,000 | |
| MPOWER NOW INC | ||||||||
| 1266 W PACES FERRY RD NW 110 | ATLANTA | GA | 303272306 | NONE | PC | THOMAS COURT MOBILE LIBRARY | $2,500 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES | ||||||||
| THE WATERGATE OFFICE BLDG 2600 | WASHINGTON | DC | 20037 | NONE | PC | NATIONAL TRUST COUNCIL ANNUAL FUND | $5,000 | VIRGINIA AVE NW STE 1100 |
| NELSON GALLERY FOUNDATION | ||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | ART COURSE | $10,000 | |
| NELSON GALLERY FOUNDATION | ||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | ANNUAL BEQUEST | $50,000 | |
| NEWHOUSE INC | ||||||||
| 660 BROOKLYN PO BOX 240019 | KANSAS CITY | MO | 64124 | NONE | PC | INTAKE & HEALING CENTER AND SHELTER EXPANSION PROJECT | $250,000 | |
| OPERA THEATRE OF SAINT LOUIS | ||||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | ARTISTIC DIRECTOR CONTRACT EXTENSION | $65,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | CAPACITY BUILDING FOR TEEN PROGRAMMING OVER 2 YEARS | $250,000 | |
| OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1001 E CHESTNUT EXPY | SPRINGFIELD | MO | 65802 | NONE | PC | ROOTED MISSOURI OVER 3 YEARS | $200,000 | |
| POLICE FOUNDATION OF KANSAS CITY | ||||||||
| PO BOX 25198 | KANSAS CITY | MO | 64119 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $5,000 | |
| PRO MUSICA | ||||||||
| 402 S MAIN ST STE 502 | JOPLIN | MO | 648012358 | NONE | PC | 2023/2024 SEASON SUPPORT | $6,000 | |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | ||||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | KCPBS TOWN HALLS | $30,000 | |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | ||||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | CIVIC IMPACT JOURNALISM OVER 2 YEARS | $100,000 | |
| SAINT LOUIS SYMPHONY ORCHESTRA | ||||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | SLSO 2023 EUROPEAN TOUR | $100,000 | |
| SAINT LOUIS SYMPHONY ORCHESTRA | ||||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $25,000 | |
| SAINT LOUIS SYMPHONY ORCHESTRA | ||||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | POWELL HALL RENOVATION AND EXPANSION | $500,000 | |
| SAINT LUKES FOUNDATION | ||||||||
| 901 E 104TH ST 100S | KANSAS CITY | MO | 64131 | NONE | PC | DIGITAL INFRASTRUCTURE FOR RESEARCH | $500,000 | |
| SAINT LUKES FOUNDATION | ||||||||
| 902 E 104TH ST 100S | KANSAS CITY | MO | 64131 | NONE | PC | MICHAEL BORKON HEART TO HEART ENDOWED FUND | $5,000 | |
| SCHOOL SMART KC INC | ||||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | SYSTEMS OF CARE SUPPORT MODEL FOR FAMILIES AND CHILDREN WITHIN KCPSS | $50,000 | |
| SHELDON ARTS FOUNDATION | ||||||||
| 3648 WASHINGTON BLVD | ST LOUIS | MO | 63108 | NONE | PC | EDUCATION PROGRAMS OVER 2 YEARS | $10,000 | |
| SHOW ME KC SCHOOLS | ||||||||
| 2201 LEXINGTON AVE | KANSAS CITY | MO | 64124 | NONE | PC | SHOW ME SPIRIT | $25,000 | |
| SHOW ME KC SCHOOLS | ||||||||
| 2201 LEXINGTON AVE | KANSAS CITY | MO | 64124 | NONE | PC | CITY SCHOOL FAIR | $5,000 | |
| SMITHSONIAN INSTITUTE | ||||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | NATIONAL PORTRAIT GALLERY | $12,500 | |
| SMITHSONIAN INSTITUTE | ||||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | ALUMNI BOARD GIFT | $5,000 | |
| ST LOUIS MERCANTILE LIBRARY ASSOCIATION | ||||||||
| THOMAS JEFFERSON LIBRARY BLDG ONE | ST LOUIS | MO | 631214400 | NONE | PC | UNIVERSITY LIBRARIES RENOVATION PROJECT | $350,000 | UNIVERSITY BLVD |
| ST PAUL'S EPISCOPAL DAY SCHOOL | ||||||||
| 4041 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | EARLY CHILDHOOD PLAYGROUND RENOVATION | $50,000 | |
| STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY INC | ||||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | NONE | PC | UNIQUELY KC: A CAMPAIGN FOR STARLIGHT'S FUTURE OVER 3 YEARS | $250,000 | |
| STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY INC | ||||||||
| 4600 STARLIGHT RD | KANSAS CITY | MO | 64132 | NONE | PC | UNIQUELY KC: A CAMPAIGN FOR STARLIGHT'S FUTURE OVER 3 YEARS | $250,000 | |
| SUMMERFEST CONCERTS AND-OR RECORDINGS INC | ||||||||
| PO BOX 22697 | KANSAS CITY | MO | 641130697 | NONE | PC | 2022 SEASON SUPPORT | $7,500 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| OFFICE OF DEVELOPMENT 326 GALVEZ ST | STANFORD | CA | 943056015 | NONE | PC | KEMPER FAMILY ORIENTATION FUND - BING OVERSEAS STUDIES PROGRAM OVER 4 YEARS | $42,500 | |
| THE CHILDRENS PLACE INC | ||||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | INTAKE SUPPORT | $50,000 | |
| THE GOLDEN SCOOP LLC | ||||||||
| PO BOX 7862 | OVERLAND PARK | KS | 66207 | NONE | PC | EXPANSION OF THE GOLDEN SCOOP | $10,000 | |
| THE HEART OF AMERICA SHAKESPEARE FESTIVAL | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | 2023 SEASON SUPPORT | $10,000 | |
| THE OPPORTUNITY TRUST | ||||||||
| 5501 DELMAR BOULEVARD | ST LOUIS | MO | 63112 | NONE | PC | EXPANDING QUALITY SEATS IN ST. LOUIS OVER 3 YEARS | $1,000,000 | |
| THE TOWER GROVE PARK FOUNDATION | ||||||||
| 4257 NORTHEAST DRIVE | ST LOUIS | MO | 63110 | NONE | PC | BASKETBALL COURTS PROJECT | $100,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY ART MUSEUM | ||||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | SUPPORT OF THE CURATOR OF TEACHING AND LEARNING | $100,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL | ||||||||
| 202 ADMINISTRATIVE CTR 5115 OAK ST | KANSAS CITY | MO | 64112 | NONE | PC | ANNUAL BEQUEST | $50,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - INNOVATION CENTER) | ||||||||
| 4747 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | KCSOURCELINK, THE NEXT FIVE YEARS | $50,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF EDUCATION) | ||||||||
| 5115 OAK ST 202 | KANSAS CITY | MO | 64112 | NONE | PC | IUE ON-CAMPUS EXPERIENCE SCHOLARSHIP FOR ROOM, BOARD AND OTHER NEEDS | $50,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5115 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | DIGITAL AND PUBLIC HUMANITIES SUPPORT | $6,054 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5115 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | DIGITAL AND PUBLIC HUMANITIES INTERNSHIP | $19,291 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5115 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT TO ESTABLISH THE HEAD OF DIGITAL SCHOLARSHIP SERVICES OVER 3 YEARS | $100,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5118 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | CENTER FOR DIGITAL AND PUBLIC HUMANITIES PROGRAM COORDINATOR | $65,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5119 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | WILLIAM T. KEMPER ASSOCIATE PROFESSOR IN DIGITAL HUMANITIES OVER 5 YEARS | $104,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF SCIENCE AND | ||||||||
| FLARSHEIM HALL 5110 ROCKHILL RD | KANSAS CITY | MO | 64110 | NONE | PC | STUDENT ENGAGEMENT PROJECT ON THE BRUSH CREEK PEDESTRIAN BRIDGE | $30,555 | |
| UMKC TRUSTEES | ||||||||
| UMKC FOUNDATION 5115 OAK ST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | UMKC TRUSTEE SCHOLARS PROGRAM | $10,000 | |
| UNCOVER KC | ||||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | KC FIELD TRIPS PROJECT OVER 2 YEARS | $18,291 | |
| UNCOVER KC | ||||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | KC FIELD TRIPS PROJECT OVER 2 YEARS | $11,709 | |
| UNCOVER KC | ||||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | KC FIELD TRIPS PROJECT OVER 2 YEARS | $40,000 | |
| UNITED WAY OF GREATER ST LOUIS INC | ||||||||
| 910 N 11TH ST | ST LOUIS | MO | 63101 | NONE | PC | ALEXIS DE TOCQUEVILLE SOCIETY | $9,000 | |
| UNITED WAY OF GREATER ST LOUIS INC | ||||||||
| 910 N 11TH ST | ST LOUIS | MO | 63101 | NONE | PC | ALEXIS DE TOCQUEVILLE SOCIETY | $5,000 | |
| UNIVERSITY OF MISSOURI-COLUMBIA - MISSOURI SCHOOL OF JOURNALISM | ||||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | NONE | PC | WATCHDOG WRITERS GROUP FELLOWSHIP AND SCHOLARSHIP | $60,000 | UNIVERSITY OF MISSOURI |
| UNIVERSITY OF MISSOURI-COLUMBIA - MISSOURI SCHOOL OF JOURNALISM | ||||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | NONE | PC | WATCHDOG WRITERS GROUP FELLOWSHIP AND SCHOLARSHIP | $65,000 | UNIVERSITY OF MISSOURI |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | ||||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | ANNUAL BEQUEST | $50,000 | |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | ||||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | WILLIAM T. KEMPER FELLOWSHIPS FOR TEACHING EXCELLENCE | $25,000 | |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | ||||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | 2023 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $10,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | VCP VILLAGE - ST. LOUIS | $50,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVE | KANSAS CITY | MO | 64131 | NONE | PC | VCP VILLAGE - ST. LOUIS | $150,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63105 | NONE | PC | KEMPER ART MUSEUM | $10,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63105 | NONE | PC | ACQUISITION: AI WEIWEI, "ILLUMINATION" OVER 2 YEARS | $56,051 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63105 | NONE | PC | THE DAVID AND DOROTHY KEMPER PROFESSORSHIP OVER 2 YEARS | $666,666 | |
| WASHINGTON UNIVERSITY | ||||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63105 | NONE | PC | KEMPER ART MUSEUM | $10,000 | |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | ||||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63105 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION SUPPORT | $100,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | SCIENCE CENTER CAPITAL CAMPAIGN: KEMPER HORTICULTURE AND ECOLOGY LABORATORY OVER 5 YEARS | $268,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | FRIENDS OF DAVIS MUSEUM | $5,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | SCIENCE CENTER CAPITAL CAMPAIGN: KEMPER HORTICULTURE AND ECOLOGY LABORATORY OVER 5 YEAR | $450,000 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | SCHOLARSHIP PROGRAM | $25,000 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | SCHOLARSHIP PROGRAM | $12,500 | |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | ||||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | 2022/2023 SEASON SUPPORT AND UNDERWRITING OF SCOTTISH CHAMBER ORCHESTRA WITH NICOLA BENEDETTI | $90,000 | |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | ||||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | ANNUAL BEQUEST | $5,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER KANSAS CITY | ||||||||
| 3100 BROADWAY STE 1020 | KANSAS CITY | MO | 64111 | NONE | PC | ENHANCED SECURITY FOR THE LINWOOD BRANCH | $25,000 | |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | ||||||||
| 1111 W 39TH ST STE A128 | KANSAS CITY | MO | 64111 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,297,117 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | ||||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES EXPANDED CAPACITY OVER 3 YEARS | $250,000 | |
| ENTREPRENEUR STARTUP BUSINESS DEVELOPMENT CORPORATION DBA ARCH GRANTS | ||||||||
| 2315 LOCUST ST 2B | ST LOUIS | MO | 63103 | NONE | PC | GLOBAL STARTUP COMPETITION OVER 2 YEARS | $100,000 | |
| FOREST PARK FOREVER INC | ||||||||
| 5595 GRAND DRIVE IN FOREST PARK | ST LOUIS | MO | 63112 | NONE | PC | CAMPAIGN FOR THE GLADE OVER 3 YEARS | $2,500,000 | |
| HISTORIC KANSAS CITY FOUNDATION | ||||||||
| 3401 BROADWAY BLVD PO BOX 19 | KANSAS CITY | MO | 641112403 | NONE | PC | ANNUAL APPEAL CHALLENGE MATCH GRANT | $12,500 | |
| INTERNATIONAL MENTORING PROGRAM INC | ||||||||
| 513 EAGLESRIDGE DR | WILDWOOD | MO | 63021 | NONE | PC | INTERNATIONAL MENTORING PROGRAM OVER 3 YEARS | $50,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | DIGITIZATION PROJECT OVER 5 YEARS | $100,000 | |
| OPERA THEATRE OF SAINT LOUIS | ||||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | ARTISTIC DIRECTOR CONTRACT EXTENSION | $65,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | CAPACITY BUILDING FOR TEEN PROGRAMMING OVER 2 YEARS | $150,000 | |
| OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION | ||||||||
| 1001 E CHESTNUT EXPY | SPRINGFIELD | MO | 65802 | NONE | PC | ROOTED MISSOURI OVER 3 YEARS | $100,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| OFFICE OF DEVELOPMENT 326 GALVEZ ST | STANFORD | CA | 943056015 | NONE | PC | KEMPER FAMILY ORIENTATION FUND - BING OVERSEAS STUDIES PROGRAM OVER 4 YEARS | $42,500 | |
| THE OPPORTUNITY TRUST | ||||||||
| 5501 DELMAR BOULEVARD | ST LOUIS | MO | 63112 | NONE | PC | EXPANDING QUALITY SEATS IN ST. LOUIS OVER 3 YEARS | $1,000,000 | |
| THE TOWER GROVE PARK FOUNDATION | ||||||||
| 4257 NORTHEAST DRIVE | ST LOUIS | MO | 63110 | NONE | PC | CAMPAIGN FOR TOWER GROVE PARK - COMPLETE CORE ENHANCEMENTS | $500,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY ART MUSEUM | ||||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | SUPPORT OF THE CURATOR OF TEACHING AND LEARNING | $200,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5115 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT TO ESTABLISH THE HEAD OF DIGITAL SCHOLARSHIP SERVICES OVER 3 YEARS | $100,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5118 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | CENTER FOR DIGITAL AND PUBLIC HUMANITIES PROGRAM COORDINATOR | $67,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | ||||||||
| 5119 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | WILLIAM T. KEMPER ASSOCIATE PROFESSOR IN DIGITAL HUMANITIES OVER 5 YEARS | $214,000 | |
| UNCOVER KC | ||||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | KC FIELD TRIPS PROJECT OVER 2 YEARS | $40,000 | |
| UNIVERSITY OF MISSOURI-COLUMBIA - MISSOURI SCHOOL OF JOURNALISM | ||||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | NONE | PC | WATCHDOG WRITERS GROUP FELLOWSHIP AND SCHOLARSHIP | $65,000 | UNIVERSITY OF MISSOURI |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | ||||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | WILLIAM T. KEMPER FELLOWSHIPS FOR TEACHING EXCELLENCE | $25,000 | |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | ||||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $10,000 | |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | ||||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | A NEW HOME FOR KCUR OVER 2 YEARS | $2,000,000 | |
| URBAN LEAGUE OF METROPOLITAN ST LOUIS | ||||||||
| 1408 N KINGSHIGHWAY BLVD STE 300 | ST LOUIS | MO | 63113 | NONE | PC | NATURAL BRIDGE RENOVATION | $250,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | SCIENCE CENTER CAPITAL CAMPAIGN: KEMPER HORTICULTURE AND ECOLOGY LABORATORY OVER 5 YEARS | $354,000 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | CAMPUS ART WALK | $75,000 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | THE LINK PROJECT OVER 3 YEARS | $1,200,000 | |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | ||||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | 2023/2024 SEASON SUPPORT AND UNDERWRITING OF EMANUEL AX | $90,000 | |
| AMETHYST PLACE | ||||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | EXPANSION AT 2770 TRACY | $750,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | PRESERVATION AND DIGITAL ACCESS TO ARCHIVAL COLLECTIONS OVER 3 YEARS | $50,000 | |
| HARVARD-RADCLIFFE CLUB OF KANSAS CITY | ||||||||
| PO BOX 412481 | KANSAS CITY | MO | 64141 | NONE | PC | SUMMER COMMUNITY SERVICE FELLOWSHIP PROGRAM CHALLENGE MATCH | $10,000 | |
| INDEPENDENCE BOULEVARD CHRISTIAN CHURCH | ||||||||
| 606 GLADSTONE BOULEVARD | KANSAS CITY | MO | 641242522 | NONE | PC | HVAC UPGRADE | $300,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,670,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,668,451 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $341 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $550,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,421,896 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| MINERAL INCOME | 15 | $10,417 | |
| TAX REFUNDS | |||
| OTHER INVESTMENT INCOME | 525990 | ||
| VENDOR REFUND | |||
| REIMBURSEMENT FOR DAMAGED/LOST ARTWORK FROM 1995 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,651,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,651,347 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ALICE G OGG TRUST UNDER WILL | |
| 501(C)(4) | COMMON TRUSTEE |
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(C)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(C)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(C)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(C)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF CEMETERY | |
| 501(C)(13) | COMMON TRUSTEE |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MISC - IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C) | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF TRUST: WILLIAM T. KEMPER FOUNDATIONNAME OF FIDUCIARY: COMMERCE BANKIDENTIFICATION NUMBER: 43-6345116YEAR END: OCTOBER 31, 2023IN ACCORDANCE WITH THE REQUIREMENTS OF IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C), THE FIDUCIARY FILING THIS RETURN STATES THAT HE HAS SUFFICIENT KNOWLEDGE OF THE AFFAIRS OF THE ABOVE MENTIONED TRUST TO ENABLE HIM TO EXECUTE THIS RETURN, AND THAT THIS RETURN IS, TO THE BEST OF HIS KNOWLEDGE AND BELIEF, TRUE AND CORRECT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (80 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACE INA HOLDINGS NT 3.15% 3/15/25 | $782,649 | $747,875 |
| ADC 2021-1A CL A2 1.937% 8/15/46 | $500,000 | $435,621 |
| AESOP 2020-1A CL A 2.33% 8/20/26 | $899,702 | $844,210 |
| AESOP 2023-6A CL A 5.81% 12/20/29 | $799,636 | $776,948 |
| ALLEGHANY CORP NT 3.625% 5/15/30 | $749,214 | $706,879 |
| AMERICAN HONDA NT 2.25% 1/12/29 | $823,144 | $699,559 |
| AMERIPRISE FINL NT 2.875% 9/15/26 | $649,305 | $604,884 |
| ASCENSION HEALTH NT 3.945% 11/15/46 | $756,006 | $535,627 |
| BAKER HUGHES NT 4.08% 12/15/47 | $454,955 | $356,540 |
| BALTIMORE G & E NT 2.4% 8/15/26 | $598,200 | $551,754 |
| BANK OF AMERICA NT V/R 2/7/30 | $425,000 | $375,862 |
| BANK OF MONTREAL NT 1.5% 1/10/25 | $849,550 | $806,004 |
| BANK OF NY MELLON NT 2.05% 1/26/27 | $724,399 | $717,474 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $483,835 | $361,013 |
| BERKSHIRE HATHAWAY NT 2.3% 3/15/27 | $799,848 | $729,504 |
| BK OF AMER NT V/R 10/24/31 | $205,000 | $151,173 |
| BMW US CAPITAL LLC NT 3.95% 8/14/28 | $748,830 | $695,318 |
| BOA NT V/R 4/25/34 | $170,000 | $153,542 |
| BP CAP MARKETS NT 4.893% 9/11/33 | $799,984 | $732,288 |
| BRANCH BANKING NT 2.15% 12/6/24 | $499,150 | $477,455 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $595,194 | $425,148 |
| CANADIAN NATL RAIL NT 4.45% 1/20/49 | $649,909 | $503,438 |
| CAUTO 2022-1A CL A1 3.35% 3/15/52 | $374,634 | $319,480 |
| CDP FINANCIAL NT 3.15% 7/24/24 | $498,130 | $490,830 |
| CHARLES SCHWAB NT V/R 8/24/34 | $760,000 | $711,816 |
| CUMMINS INC NT 2.6% 9/1/50 | $774,836 | $428,337 |
| EATON VANCE NT 3.5% 4/6/27 | $707,387 | $655,997 |
| ELFI 2022-A CL A 4.51% 8/26/47 | $213,815 | $198,947 |
| EQUITABLE FINL LIFE NT 1% 1/9/26 | $908,808 | $810,346 |
| FKH 2022-SFR2 CL A 4.25% 7/17/39 | $479,585 | $463,306 |
| FORDO 2022-B CL A3 3.74% 9/15/26 | $599,968 | $588,384 |
| GLAXOSMITHKLINE NT 3.875% 5/15/28 | $789,008 | $703,350 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $370,000 | $265,460 |
| HENRY J KAISER FMY NT 3.356% 12/1/25 | $660,000 | $617,159 |
| HSBC HOLDINGS NT 6.1% 1/14/42 | $405,781 | $317,331 |
| HYDRO QUEBEC NT 8.05% 7/07/24 | $53,908 | $40,522 |
| JOHN DEERE CAP CORP NT 4.7% 6/10/30 | $819,270 | $771,940 |
| JPMORGAN CHASE NT 5.5% 10/15/40 | $557,564 | $409,950 |
| KEY BANK NT 4.39% 10/15/27 | $563,080 | $498,971 |
| LOEWS CORP NT 3.75% 4/1/26 | $70,403 | $66,949 |
| MASTERCARD INC NT 2% 3/3/25 | $897,831 | $860,157 |
| MET LIFE GLOB NT 3.45% 12/18/26 | $505,095 | $466,685 |
| METLIFE INC NT 4.05% 3/1/45 | $298,503 | $215,631 |
| NATIONAL SECS NT 0.4% 12/7/23 | $799,000 | $795,792 |
| NATL RURAL UTIL COOP NT 3.9% 11/1/28 | $700,722 | $606,448 |
| NESTLE HOLDINGS NT 3.625% 9/24/28 | $746,385 | $697,418 |
| NEW YORK LIFE GLOBAL NT 3.25% 4/7/27 | $799,856 | $740,872 |
| NFMOT 2021-1A CL A 0.85% 7/15/26 | $194,582 | $203,257 |
| NORTHERN TRUST NT 1.95% 5/1/30 | $657,360 | $619,960 |
| NUVEEN LLC NT 4% 11/1/28 | $720,672 | $668,167 |
| OAKIG 2021-2A CL A1 2.38% 11/20/51 | $459,239 | $393,072 |
| OBX 2022-NQM1 CL A1 V/R 11/25/61 | $666,469 | $542,083 |
| PNC FIN NT 3.15% 5/19/27 | $654,743 | $610,241 |
| ROCHE HOLDINGS NT 2.314% 3/10/27 | $800,000 | $722,768 |
| SCHLUMBERGER INV NT 3.65% 12/1/23 | $686,140 | $648,772 |
| SDCP 2021-1 CL A2 1.881% 6/20/46 | $756,551 | $694,901 |
| SEACO 2021-2A CL A 1.95% 8/17/41 | $690,849 | $598,321 |
| SHELL INTL FIN NT 3.25% 5/11/25 | $658,171 | $629,187 |
| SIEMENS FING NT 6.125% 8/17/26 | $477,416 | $405,308 |
| SMB 2021-B CL A 1.31% 7/17/51 | $398,693 | $351,025 |
| SOFI 2018-C CL A2FX 3.59% 1/25/48 | $182,480 | $175,244 |
| SRFC 2021-1A CL A 0.99% 11/20/37 | $127,401 | $118,866 |
| STATE STREET CORP NT V/R 8/4/33 | $850,000 | $720,001 |
| STEAM 2021-1A CL A 2.25% 2/28/51 | $439,828 | $370,681 |
| STRYKER CORP NT 3.375% 5/15/24 | $495,620 | $493,510 |
| TEACHERS INS NT 4.27% 5/15/47 | $637,495 | $362,840 |
| TIF 2020-1A CL A 2.09% 8/20/45 | $375,670 | $325,313 |
| TLOT 2023-A CL A4 5.05% 8/20/27 | $299,996 | $295,314 |
| TOSCO CORP NT 8.125% 2/15/30 | $292,226 | $248,346 |
| TOYOTA MOTOR NT 4.55% 9/20/27 | $624,394 | $603,769 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $352,602 | $281,886 |
| TRL 2019-1A CL A 3.82% 4/17/49 | $182,652 | $170,921 |
| TRL 2020-2A CL A2 2.56% 11/19/27 | $899,754 | $765,921 |
| TRP 2021-1 CL A 2.07% 6/19/51 | $852,115 | $729,251 |
| UNION ELEC NT 2.95% 3/15/30 | $911,444 | $681,785 |
| US BANCORP NT V/R 1/27/28 | $400,000 | $348,236 |
| US BANCORP NT V/R 6/12/34 | $750,000 | $690,803 |
| USAA CAPITAL CORP NT 3.375% 5/1/25 | $747,548 | $722,340 |
| WELLS FARGO BK NT 6.5% 12/1/28 | $742,044 | $599,220 |
| WW GRAINGER NT 3.75% 5/15/46 | $417,152 | $294,567 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (164 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $256,267 | $277,032 |
| ABBVIE INC | $283,027 | $270,360 |
| AGILENT TECHNOLOGIES INC | $105,706 | $120,426 |
| AIR PRODUCTS & CHEMICALS INC | $508,889 | $495,682 |
| ALPHABET INC CL A | $425,273 | $1,733,398 |
| AMAZON COM INC | $378,107 | $1,530,535 |
| AMERICAN ELECTRIC POWER INC | $389,191 | $302,915 |
| AMGEN INC | $369,599 | $480,716 |
| AMPHENOL CORP CL-A | $168,241 | $413,222 |
| ANSYS INC | $233,719 | $353,390 |
| APOLLO GLOBAL MANAGEMENT INC | $586,463 | $540,918 |
| APPLE INC | $143,349 | $3,300,130 |
| ARCH CAPITAL GROUP LIMITED | $346,078 | $419,098 |
| BANK OF AMERICA CORP | $513,308 | $476,886 |
| BENTLEY SYSTEMS INC | $254,997 | $257,306 |
| BEST BUY INC | $533,175 | $431,657 |
| BIOMARIN PHARMACEUTICAL | $138,323 | $122,175 |
| BIO-TECHNE CORP | $77,099 | $102,431 |
| BOOZ ALLEN HAMILTON HOLDING | $75,075 | $145,115 |
| BRIGHTHOUSE FINANCIAL INC | $134,663 | $124,349 |
| BROADCOM INC | $399,632 | $408,064 |
| BROADRIDGE FINANCIAL SOL | $76,477 | $120,301 |
| BRUKER CORP | $137,980 | $119,130 |
| C H ROBINSON WORLDWIDE INC | $130,163 | $123,563 |
| CADENCE DESIGN SYSTEMS INC | $102,597 | $435,328 |
| CASEYS GENERAL STORES INC | $129,580 | $126,438 |
| CDW CORP/DE | $264,166 | $358,716 |
| CHEMED CORP | $82,448 | $140,663 |
| CHENIERE ENERGY INC | $340,576 | $437,685 |
| CHEVRON CORPORATION | $618,490 | $994,607 |
| CHURCH & DWIGHT CO INC | $324,406 | $405,592 |
| CISCO SYSTEM INC | $330,554 | $490,804 |
| CME GROUP INC | $363,536 | $533,650 |
| COPART INC | $232,549 | $308,339 |
| COSTAR GROUP INC | $79,215 | $122,228 |
| COSTCO WHSL CORP NEW | $254,241 | $287,269 |
| CSX CORP | $279,287 | $280,142 |
| DARDEN RESTAURANTS INC | $339,813 | $321,621 |
| DISCOVER FINANCIAL SERVICES | $317,697 | $298,771 |
| DOMINOS PIZZA INC | $90,775 | $115,257 |
| DONALDSON INC | $108,746 | $125,122 |
| DROPBOX INC | $99,579 | $127,161 |
| DUKE ENERGY CORP | $782,894 | $768,454 |
| DYNATRACE INC | $130,337 | $124,517 |
| EATON CORP PLC | $207,819 | $492,747 |
| EBAY INC | $427,436 | $354,051 |
| ELEVANCE HEALTH INC | $509,444 | $506,351 |
| EMERSON ELECTRIC CO | $255,817 | $462,199 |
| EQUITY LIFESTYLE PROPERTIES | $474,992 | $384,272 |
| EXELIXIS INC | $117,112 | $124,570 |
| FACTSET RESEARCH SYSTEMS INC | $63,138 | $127,408 |
| FISERV INC | $66,927 | $279,256 |
| FIVE BELOW INC | $129,396 | $152,233 |
| FLEETCOR TECHNOLOGIES INC | $214,930 | $202,653 |
| FMC CORP | $180,770 | $101,080 |
| GARTNER GROUP INC | $116,700 | $121,195 |
| GEN DIGITAL INC | $439,299 | $348,694 |
| GENERAL DYNAMICS CORP | $332,035 | $557,426 |
| GENPACT LIMITED | $136,720 | $119,067 |
| GODADDY INC CL A | $385,514 | $393,977 |
| GRACO INC | $47,231 | $131,600 |
| HILTON WORLDWIDE HOLDINGS INC | $316,502 | $425,042 |
| HOME DEPOT INC | $625,685 | $737,347 |
| HONEYWELL INTL INC | $269,362 | $276,723 |
| HOWMET AEROSPACE INC | $93,336 | $125,024 |
| HUBSPOT INC | $128,636 | $112,299 |
| HUNT(JB)TRANS SVCS INC | $85,659 | $117,731 |
| HUNTSMAN CORP | $318,662 | $306,323 |
| IDEXX LABS INC | $145,695 | $117,844 |
| ILLINOIS TOOL WORKS INC | $525,126 | $756,405 |
| INTERNATIONAL BUSINESS MACHINES | $376,067 | $496,115 |
| INTERPUBLIC | $195,240 | $312,826 |
| INTUIT | $256,793 | $279,647 |
| IONIS PHARMACEUTICALS, INC | $122,369 | $134,581 |
| IQVIA HOLDINGS INC | $97,367 | $117,540 |
| JOHNSON AND JOHNSON | $408,478 | $465,788 |
| JP MORGAN CHASE & CO | $243,693 | $721,721 |
| KARUNA THERAPEUTICS INC | $127,880 | $129,956 |
| KEYSIGHT TECHNOLOGIES INC | $155,703 | $120,830 |
| LABORATORY CRP OF AMER HLDGS | $320,819 | $308,583 |
| LAMB WESTON HOLDINGS INC | $86,495 | $123,924 |
| LANDSTAR SYSTEM INC | $46,949 | $117,818 |
| LILLY ELI & CO | $458,033 | $553,930 |
| LINCOLN ELEC HLDGS INC | $388,387 | $380,190 |
| LULULEMON ATHLETICA INC | $282,870 | $295,110 |
| MANHATTAN ASSOCIATES INC | $95,783 | $129,662 |
| MASTERCARD INCORPORATED CLASS A | $67,627 | $372,587 |
| MCDONALDS CORP | $348,252 | $748,495 |
| MCKESSON CORP | $211,856 | $305,091 |
| MEDTRONIC PLC | $675,485 | $443,117 |
| MERCK & CO INC | $377,179 | $751,251 |
| META PLATFORMS INC | $737,704 | $783,302 |
| METLIFE INC | $372,387 | $469,878 |
| METTLER-TOLEDO INTL INC | $164,513 | $344,820 |
| MICROCHIP TECHNOLOGY INC | $347,459 | $293,715 |
| MICROSOFT CORP | $341,461 | $3,367,576 |
| MOLINA HEALTHCARE INC | $106,108 | $128,186 |
| MONDELEZ INTERNATIONAL INC | $436,905 | $475,388 |
| MORGAN STANLEY, DEAN WITTER & CO. | $347,889 | $431,294 |
| MORNINGSTAR INC | $35,229 | $125,354 |
| MOTOROLA SOLUTIONS INC | $290,372 | $285,422 |
| MSA SAFETY INC | $115,063 | $124,725 |
| MSCI INC-A | $288,352 | $377,240 |
| NETAPP INC | $392,086 | $378,820 |
| NEXSTAR MEDIA GROUP INC COMMON STK | $389,096 | $317,982 |
| NORTHERN TRUST CORP | $352,915 | $301,538 |
| NVIDIA CORP | $410,701 | $1,239,712 |
| ONEOK INC | $367,143 | $440,752 |
| ORACLE CORPORATION | $498,894 | $478,225 |
| OTIS WORLDWIDE CORP | $112,980 | $123,922 |
| PALO ALTO NETWORKS INC | $113,939 | $303,775 |
| PAYCHEX INC | $55,870 | $127,708 |
| PAYCOM SOFTWARE INC | $139,051 | $123,710 |
| PEPSICO INC | $448,078 | $747,006 |
| PERFORMANCE FOOD GROUP CO | $253,964 | $246,635 |
| PFIZER INC | $758,888 | $707,311 |
| PIONEER NAT RES CO | $507,513 | $540,140 |
| PRIMERICA INC | $130,960 | $125,210 |
| PRINCIPAL FINANCIAL GROUP | $181,131 | $288,655 |
| PROCTER & GAMBLE CO | $315,224 | $498,850 |
| PROLOGIS INC | $313,283 | $283,108 |
| PTC INC | $286,319 | $390,368 |
| PUBLIC STORAGE | $652,300 | $735,227 |
| RESMED INC | $183,786 | $134,159 |
| ROCKWELL AUTOMATION INC | $82,976 | $120,893 |
| ROLLINS INCORPORATED | $207,694 | $385,427 |
| RPM INC OHIO | $214,091 | $379,227 |
| RTX CORPORATION | $642,474 | $573,393 |
| SHERWIN WILLIAMS CO | $117,941 | $270,368 |
| SKECHERS USA INC-CL A | $137,740 | $131,400 |
| SKYWORKS SOLUTIONS INC | $321,522 | $285,808 |
| SMITH (A.O.) CORP | $317,269 | $343,568 |
| SONOCO PRODS CO | $184,304 | $304,643 |
| STANLEY BLACK & DECKER INC | $317,535 | $322,765 |
| STARBUCKS CORP | $235,227 | $305,314 |
| STRYKER CORP | $90,149 | $274,273 |
| SYSCO CORP | $340,023 | $307,849 |
| T ROWE PRICE GROUP INC | $228,029 | $272,405 |
| TAKE-TWO INTERACTIVE SOFTWARE INC | $119,796 | $125,725 |
| TESLA MOTORS INC | $532,227 | $687,877 |
| TETRA TECH INC | $137,818 | $135,064 |
| TEXAS INSTRUMENTS INC | $581,197 | $702,950 |
| TEXAS PACIFIC LAND CORP | $104,881 | $129,217 |
| THERMO FISHER CORP | $111,750 | $257,967 |
| TORO CO | $58,832 | $130,557 |
| TRACTOR SUPPLY COMPANY | $316,429 | $370,678 |
| TRADEWEB MARKETS INC | $330,504 | $431,148 |
| TYLER TECHNOLOGIES INC | $79,129 | $123,057 |
| UNION PACIFIC CORP | $237,221 | $293,768 |
| UNITED PARCEL SERVICE B | $447,508 | $463,300 |
| UNITEDHEALTH GROUP INC | $211,514 | $487,360 |
| UNIVERSAL DISPLAY CORP | $346,014 | $343,775 |
| US BANCORP | $625,467 | $481,707 |
| VALERO ENERGY CORP | $320,815 | $277,495 |
| VEEVA SYSTEMS INC-CLASS A | $125,872 | $123,334 |
| VERISIGN INC | $132,334 | $129,779 |
| VERIZON COMMUNICATIONS | $574,694 | $532,395 |
| VISA INC CLASS A SHARES | $93,559 | $441,988 |
| WASTE MGMT INC DEL | $257,548 | $301,546 |
| WATERS CORP | $139,505 | $114,494 |
| WEST PHARMACEUTICAL SVCS INC | $47,864 | $109,810 |
| WYNDHAM HOTELS & RESORTS INC | $382,919 | $389,512 |
| YUM BRANDS INC | $130,217 | $125,694 |
| ZOETIS INC | $200,518 | $254,340 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,806,399 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,595,812 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $7,975,617 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $6,679,238 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2560 ACRES KNOWN AS NYMEYER PROPERTY | AT COST | $1 | $13,440 |
| AB SMALL CAP GROWTH-ADV | AT COST | $950,000 | $899,898 |
| AMER CENT SM CAP GRWTH-Y | AT COST | $950,000 | $940,974 |
| ARTISAN MID CAP FUND-INS | AT COST | $2,417,777 | $1,800,505 |
| BDT CAPITAL PARTNERS 3 | AT COST | $11,690,170 | $14,938,771 |
| BDT CAPITAL PARTNERS FUND 4 LP | AT COST | $3,600,000 | $3,566,791 |
| BDT CAPITAL PARTNERS FUND II | AT COST | $8,591,603 | $13,245,611 |
| BDT CAPITAL PARTNERS FUND II - COST ADJUSTMENT | AT COST | $285,359 | $0 |
| CULTIVATION CAP GEOSPATIAL TECH LP | AT COST | $300,000 | $315,341 |
| CULTIVATION CAPITAL TECH FUND II | AT COST | $401,982 | $401,982 |
| CULTIVATION CAPITAL TECH FUND III | AT COST | $500,000 | $669,482 |
| CULTIVATION CAPITAL TECH FUND IV LP | AT COST | $187,500 | $165,014 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $5,029,668 | $5,689,112 |
| FIDELITY EMG MKTS INDEX-FAI | AT COST | $1,600,000 | $1,576,145 |
| FIDELITY MID CAP GRW INDX | AT COST | $1,950,000 | $1,921,838 |
| FIDELITY MID CAP VAL INDX | AT COST | $6,896,804 | $7,442,904 |
| ISHARES RUSSELL 2000 GROWTH ETF | AT COST | $1,048,485 | $3,893,482 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $3,178,348 | $5,760,551 |
| ISHARES RUSSELL MIDCAP VALUE ETF | AT COST | $4,182,812 | $11,126,089 |
| KEMPER FOUNDATION MINERAL VALUE | AT COST | $1 | $98,129 |
| LOTS REFERRED TO AS CULP PROPERTIES | AT COST | $5,640 | $105 |
| MAKENA CAPITAL BLOCKER Y CAYMAN | AT COST | $1,885,804 | $659,791 |
| MAKENA CAPITAL BLOCKER Y CAYMAN - COST ADJUSTMENT | AT COST | $101,394 | $0 |
| MAKENA CAPITAL SPLITTER X | AT COST | $16,751,543 | $7,347,466 |
| MAKENA CAPITAL SPLITTER X - COST ADJUSTMENT | AT COST | $685,544 | $0 |
| MFS RESEARCH INTERNAT R6 | AT COST | $8,487,284 | $10,135,671 |
| TIAA-CREF INSTL INTL EQ IN-I | AT COST | $10,433,327 | $11,622,099 |
| TIAA-CREF L/C GROW INDX-INST | AT COST | $12,539,032 | $22,978,100 |
| TIAA-CREF L/C VAL INDX-INST | AT COST | $20,986,169 | $23,784,050 |
| VANGUARD DEV MK INDX FD ADM SHRS | AT COST | $8,862,252 | $9,128,108 |
| VANGUARD FTSE EMERGING MARKETS-ETF | AT COST | $6,971,872 | $7,268,166 |
| VANGUARD INTM TERM INV G-ADM | AT COST | $2,000,334 | $1,614,091 |
| VARIOUS MINERAL ASSETS | AT COST | $48 | $48 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $110,175 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (33 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $322 | $0 | $322 |
| POSTAGE | $376 | $0 | $376 |
| DUES & SUBSCRIPTIONS | $1,017 | $0 | $1,017 |
| OTHER EXPENSES | $4 | $0 | $4 |
| MAKENA K-1 INTEREST EXPENSE | $0 | $4,753 | $0 |
| MAKENA K-1 ROYALTY DEDUCTIONS | $0 | $2,450 | $0 |
| MAKENA K-1-SECTION 59(E)(2) EXPENDITURES | $0 | $25,868 | $0 |
| MAKENA K-1 PORTFOLIO DEDUCTIONS | $0 | $161 | $0 |
| MAKENA K-1 OTHER DEDUCTIONS | $0 | $134,545 | $0 |
| BDT II K-1 PORTFOLIO DEDUCTIONS | $0 | $181,778 | $0 |
| BDT II K-1 INTEREST EXPENSE-INVESTMENT | $0 | $1,882 | $0 |
| BDT III K-1 PORTFOLIO DEDUCTIONS | $0 | $200,410 | $0 |
| BDT III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $11,073 | $0 |
| BDT II SPIRITS K-1 PORTFOLIO DEDUCTIONS | $0 | $762 | $0 |
| BDT III SPIRITS K-1 INTEREST EXPENSE-INVESTMENT | $0 | $6,430 | $0 |
| BDT IV K-1 PORTOFLIO DEDUCTIONS | $0 | $3,401 | $0 |
| BDT IV K-1 INTEREST EXPENSE-INVESTMENT | $0 | $64 | $0 |
| CULTIVATION CAPITAL II K-1 PORTFOLIO DEDUCTIONS | $0 | $136 | $0 |
| CULTIVATION CAPITAL II K-1 SECTION 59(E)(2) DEDUCTION | $0 | $0 | $0 |
| CULTIVATION CAPITAL II K-1 INTEREST EXPENSE-INVESTMENT | $0 | $3 | $0 |
| CULTIVATION CAPITAL II K-1 OTHER DEDUCTIONS | $0 | $41 | $0 |
| CULTIVATION CAPITAL III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $293 | $0 |
| CULTIVATION CAPITAL III K-1 PORTFOLIO DEDUCTIONS | $0 | $310 | $0 |
| CULTIVATION CAPITAL III K-1 SECTION 59(E)(2) DEDUCTIONS | $0 | $0 | $0 |
| CULTIVATION CAPITAL III K-1 OTHER DEDUCTIONS | $0 | $10,383 | $0 |
| CULTIVATION CAPITAL GEOSPATIAL K-1 INTEREST EXPENSE-INVESTMENT | $0 | $282 | $0 |
| CULTIVATION CAPITAL GEOSPATIAL K-1 OTHER DEDUCTION | $0 | $23,314 | $0 |
| CULTIVATION CAPITAL IV K-1 INTEREST EXPENSE-INVESTMENT | $0 | $554 | $0 |
| CULTIVATION CAPITAL IV K-1 OTHER DEDUCTIONS | $0 | $14,015 | $0 |
| REAL ESTATE EXPENSES | $115 | $115 | $0 |
| O&G HANDLING/TRANSPORTATION | $0 | $758 | $0 |
| O&G MANAGEMENT FEE | $0 | $954 | $0 |
| O&G PROPERTY FEE | $0 | $1,550 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAKENA K-1 BUSINESS INCOME | $0 | $8,747 | $0 |
| MAKENA K-1 ROYALTIES | $0 | $19,731 | $0 |
| MAKENA K-1 CANCELLATION OF DEBT INCOME | $0 | $568 | $0 |
| MAKENA K-1 NET OTHER INCOME | $0 | $8,062 | $0 |
| MAKENA K-1 OTHER PORTFOLIO INCOME | $0 | $11,731 | $0 |
| MAKENA K-1 RENTAL INCOME | $0 | -$10,586 | $0 |
| BDT II K-1 OTHER PORTFOLIO INCOME | $0 | -$110,585 | $0 |
| BDT III K-1 OTHER PORTFOLIO INCOME | $0 | -$29,164 | $0 |
| CULTIVATION CAPITAL II K-1 BUSINESS INCOME | $0 | -$55 | $0 |
| CULTIVATION CAPITAL III K-1 BUSINESS INCOME | $0 | $0 | $0 |
| CULTIVATION CAPITAL II K-1 OTHER INCOME | $0 | $0 | $0 |
| MAKENA K-1 DISTRIBUTION | $507,890 | $0 | $0 |
| CULTIVATION CAPITAL K-1 DISTRIBUTION | $42,352 | $0 | $0 |
| MINERAL INCOME | $10,417 | $15,893 | $10,417 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BDT MANAGEMENT FEES | $400,951 | $0 | $0 |
| GKCCF FEES | $21 | $0 | $21 |
| INVESTMENT FEES | $303 | $303 | $0 |
| ART APPRAISAL | $15,515 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $175,000 | $0 | $0 |
| MAKENA K-1 FOREIGN TAXES | $0 | $1,253 | $0 |
| BDT II K-1 FOREIGN TAXES | $0 | $4,505 | $0 |
| BDT III K-1 FOREIGN TAXES | $0 | $230 | $0 |
| STATE TAXES | $1,134 | $0 | $0 |
| FOREIGN TAXES | $12 | $12 | $0 |
| RE STATE WITHHOLDINGS | $0 | $650 | $0 |
| RE PRODUCTION TAXES | $0 | $1,251 | $0 |
| RE AD VALOREM | $0 | $1 | $0 |
Comments