WILLIAM T KEMPER CHARITABLE TRUST DTD 020389: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST DTD 020389 (EIN 43-6337610)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-07-12
- IRS object ID
- 202321939349101002
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-12T13:10:38-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436337610 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER II CHARITABLE TRUST | BusinessNameLine1Txt |
| 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 | TRUSTEE | PersonTitleTxt |
| Phone | 8162342704 | PhoneNum |
| Signature | 2023-07-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,324,932 | 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 | $116,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,187,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,598 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,015 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,837 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,395 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,442 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,417 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,620 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,686 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $197,005 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,010 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,871,129 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,770,939 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,650,543 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,513,239 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,461,395 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,397,693 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,372 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,530,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,507,025 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,324,932 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $115,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,530,504 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,392,025 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,530,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,392,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,530,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,507,025 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,530,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,392,025 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,392,025 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,187,892 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,074,294 | CostOrOtherBasisAmt |
| Gain Or Loss | $113,598 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $113,598 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,691 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,029 | OverpaymentAmt |
| Applied To ES Tax | $1,029 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COMMERCE BANK | IndividualWithBooksNm |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMERCE BANK | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $43,837 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $5,292,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,442,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,442,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,361,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,691 | TotalTaxAmt |
| Distributable Before Adj | $265,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,442 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $214,442 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $23,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,448 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $37,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,442 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,401 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,401 | 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 | $13,521 | 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 | JARED ROBERTS COMMERCE BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone | 8162342704 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT COMMERCE BANK AT (816) 234-2704 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS MUST BE USED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES IN THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ROYAL ASSOCIATION | ||||||||
| 1701 AMERICAN ROYAL CT | KANSAS CITY | MO | 64102 | NONE | PC | 2023 AMERICAN ROYAL EQUINE PROGRAMS AND EDUCATIONAL PROGRAMMING | $10,000 | |
| AMETHYST PLACE INC | ||||||||
| 2735 TROOST A | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 | |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION (MID-AMERICA CHAPTER) | ||||||||
| 6405 METCALF AVE STE 205 | OVERLAND PARK | KS | 66202 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 | |
| BIG BROTHERS AND SISTERS OF GREATER KANSAS CITY | ||||||||
| 1709 WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $20,000 | |
| BLACK ARCHIVES OF MID-AMERICA INC | ||||||||
| 1722 E 17TH TERR | KANSAS CITY | MO | 64108 | NONE | PC | CLERICAL AND ARCHIVAL PERSONNEL | $5,000 | |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH 2023 | $5,000 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 DR MARTIN LUTHER KING JR BLVD | KANSAS CITY | MO | 64130 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 | STE 102 |
| CITY UNION MISSION INC | ||||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 641063028 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 | |
| DERRICK THOMAS NEIL SMITH THIRD AND LONG FOUNDATION | ||||||||
| 8301 STATE LINE RD STE 110 | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $10,000 | |
| FRANKLIN COUNTY HISTORICAL SOCIETY INC | ||||||||
| PO BOX 145 | OTTAWA | KS | 66067 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 | |
| GIRL SCOUTS OF NORTHEAST KANSAS AND NORTHWEST MISSOURI INC | ||||||||
| 10561 BARKLEY PL STE 101 | OVERLAND PARK | KS | 66212 | NONE | PC | GIRL SCOUT LEADERSHIP EXPERIENCE | $5,000 | |
| HAPPYBOTTOMS | ||||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | COMMUNITY DIAPER DISTRIBUTION PROGRAM | $5,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $2,500 | |
| JACKSON COUNTY HISTORICAL SOCIETY | ||||||||
| 112 W LEXINGTON AVE STE 120 | INDEPENDENCE | MO | 64050 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 | |
| KANSAS CITY CHORALE | ||||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 | |
| KC HEALTHY KIDS | ||||||||
| 650 MINNESOTA AVE | KANSAS CITY | KS | 661012806 | NONE | PC | FARM TO SCHOOL | $5,000 | |
| MUSICAL THEATER HERITAGE INC DBA MUSIC THEATER HERITAGE | ||||||||
| 2450 GRAND STE 301 | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $12,500 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | GENERAL PUBLIC AND SCHOOL FIELD TRIP INITIATIVES | $20,000 | |
| OPERATION BREAKTHROUGH INC | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| WORNALL CAMPUS 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $25,000 | |
| ROTARY CLUB YOUTH CAMP ASSOCIATION INC | ||||||||
| 22310 NE COLBERN RD | LEES SUMMIT | MO | 64086 | NONE | PC | HEALTHY EATING AND DIETARY NEEDS | $5,000 | |
| SALVATION ARMY | ||||||||
| 3637 BROADWAY PO BOX 412577 | KANSAS CITY | MO | 641112503 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 | |
| STATE HISTORICAL SOCIETY OF MISSOURI | ||||||||
| 605 ELM ST | COLUMBIA | MO | 65201 | NONE | PC | KANSAS CITY ARCHIVAL RECORDS ACCESSIBILITY PROJECT PHASE II | $2,500 | |
| UNION STATION KANSAS CITY INC | ||||||||
| 30 W PERSHING RD STE 400 | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 | |
| WILDWOOD OUTDOOR EDUCATION CENTER INC | ||||||||
| 7095 W 399TH ST | LACYGNE | KS | 66040 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION (MID-AMERICA CHAPTER) | |||||||
| 6405 METCALF AVE STE 205 | OVERLAND PARK | KS | 66202 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| DERRICK THOMAS NEIL SMITH THIRD AND LONG FOUNDATION | |||||||
| 8301 STATE LINE RD STE 110 | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $15,000 |
| FRANKLIN COUNTY HISTORICAL SOCIETY INC | |||||||
| PO BOX 145 | OTTAWA | KS | 66067 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $2,500 |
| KANSAS CITY CHORALE | |||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $7,500 |
| MUSICAL THEATER HERITAGE INC DBA MUSIC THEATER HERITAGE | |||||||
| 2450 GRAND STE 301 | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $25,000 |
| PEMBROKE HILL SCHOOL | |||||||
| WORNALL CAMPUS 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $115,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,177 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,598 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,775 | 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 |
|---|---|
| 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 |
| ALICE G OGG TRUST UNDER WILL | |
| 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BOND FUND #333 | $1,172,974 | $1,123,738 |
| FIDELITY ADV FL RT HI INC-Z | $114,637 | $110,591 |
| HARTFORD FLOATING RATE-F | $114,699 | $107,389 |
| NUVEEN SHORT DUR H/Y MUNI I | $59,085 | $55,975 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHNSON AND JOHNSON | $38,456 | $59,985 |
| LOWES COMPANIES INC | $2,635 | $24,196 |
| MORGAN STANLEY, DEAN WITTER & CO. | $29,692 | $51,187 |
| TEXAS INSTRUMENTS INC | $32,497 | $54,501 |
| DANAHER CORP | $4,581 | $42,595 |
| JP MORGAN CHASE & CO | $14,564 | $48,345 |
| MCDONALDS CORP | $36,707 | $59,557 |
| MICROSOFT CORP | $26,057 | $223,433 |
| PROCTER & GAMBLE CO | $41,082 | $67,654 |
| STRYKER CORP | $21,284 | $25,692 |
| ABBOTT LABS | $34,464 | $28,859 |
| CHEVRON CORPORATION | $52,991 | $71,954 |
| THERMO FISHER CORP | $11,639 | $34,582 |
| VISA INC CLASS A SHARES | $26,511 | $59,521 |
| ALPHABET INC CL A | $17,207 | $120,327 |
| AMAZON COM INC | $24,616 | $47,513 |
| AMGEN INC | $38,921 | $37,471 |
| APPLE INC | $10,341 | $213,710 |
| BLACKROCK INC | $52,230 | $43,493 |
| BOOKING HOLDINGS INC | $47,700 | $66,310 |
| BROADCOM INC | $42,339 | $44,908 |
| BUILDERS FIRSTSOURCE INC | $39,637 | $41,727 |
| CHUBB LTD | $43,277 | $43,691 |
| COMMERCE BANCSHARES INC | $268 | $407,516 |
| COMMERCE MIDCAP GROWTH FUND | $73,466 | $136,852 |
| CROWN CASTLE INTERNATIONAL CORP | $27,170 | $27,437 |
| ELEVANCE HEALTH INC | $47,153 | $58,396 |
| EQT CORPORATION | $37,312 | $28,081 |
| EURONET SVCS INC | $29,361 | $33,906 |
| FISERV INC | $51,994 | $58,210 |
| HONEYWELL INTL INC | $29,729 | $52,940 |
| ISHARES BIOTECHNOLOGY ETF | $28,446 | $38,748 |
| ISHARES DJ SELECT DIVIDEND ETF | $40,454 | $80,854 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | $32,064 | $69,562 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $50,269 | $240,224 |
| KEYSIGHT TECHNOLOGIES INC | $27,559 | $58,940 |
| LPL FINANCIAL HOLDINGS INC | $42,709 | $53,636 |
| MATERIALS SELECT SECTOR SPDR | $30,756 | $42,992 |
| MCKESSON CORP | $41,926 | $49,847 |
| MONDELEZ INTERNATIONAL INC | $26,260 | $59,889 |
| MOTOROLA SOLUTIONS INC | $9,755 | $17,740 |
| NASDAQ INC | $20,457 | $47,235 |
| NEXTERA ENERGY INC | $29,660 | $27,363 |
| NVENT ELECTRIC PLC ADR | $45,365 | $51,743 |
| NVIDIA CORP | $65,019 | $68,054 |
| PEPSICO INC | $14,759 | $53,961 |
| PFIZER INC | $15,688 | $34,231 |
| PIONEER NAT RES CO | $57,524 | $59,230 |
| PROLOGIS INC | $39,584 | $32,440 |
| RAYTHEON TECHNOLOGIES CORP | $9,716 | $10,772 |
| REGAL BELOIT CORPORATION | $28,362 | $49,678 |
| T-MOBILE US INC | $35,693 | $48,666 |
| UNION PACIFIC CORP | $5,982 | $38,239 |
| VALVOLINE INC | $28,372 | $41,928 |
| XCEL ENERGY INC | $58,679 | $60,022 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $197,005 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,010 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ESTIMATED PAYMENTS | $3,720 | $0 | $0 |
| PRIOR YEAR EXCISE TAX | $697 | $0 | $0 |
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