WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T: Form 990PF, tax year 2021

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
2021-11-01 to 2022-10-31
Filed
2023-09-11
IRS object ID
202332549349100728
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-11T13:01:26-05:00ReturnTs
Tax Period End2022-10-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436345116EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM T KEMPER FOUNDATIONBusinessNameLine1Txt
Business Name Line2COMMERCE BANK TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone8162342704PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 419248AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641416248ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS L NELSONPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8167608466PhoneNum
Signature2023-09-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastNELSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$309,490,364FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,404,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,792,934DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1,312GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,312GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$30,383NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$3,370,116NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,475,885GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,256,010CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,275,255OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$285,336OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,051,501TotalRevAndExpnssAmt
Total Net Invst Incm$14,335,592TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,140,124CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$661,052CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$471,572CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$417,578OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$285OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$104OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$143,785TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,626TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,771TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,771TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,384OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$632,177OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,064OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,743,642TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,299,140TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$478,511TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,927,410ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,739,442ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,671,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,299,140TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,217,953TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,619,551ExcessRevenueOverExpensesAmt
Net Investment Income$13,036,452NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,217,121SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,683,934SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,683,934SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$22,659,627USGovernmentObligationsBOYAmt
US Government Obligations EOY$26,180,702USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$22,961,081USGovtObligationsEOYFMVAmt
Corporate Stock BOY$42,976,212CorporateStockBOYAmt
Corporate Stock EOY$46,368,264CorporateStockEOYAmt
Corporate Stock EOYFMV$67,081,375CorporateStockEOYFMVAmt
Corporate Bonds BOY$48,830,613CorporateBondsBOYAmt
Corporate Bonds EOY$47,719,257CorporateBondsEOYAmt
Corporate Bonds EOYFMV$42,112,687CorporateBondsEOYFMVAmt
Mortgage Loans BOY$8,509,991MortgageLoansBOYAmt
Mortgage Loans EOY$6,604,832MortgageLoansEOYAmt
Mortgage Loans EOYFMV$5,550,266MortgageLoansEOYFMVAmt
Other Investments BOY$146,415,952OtherInvestmentsBOYAmt
Other Investments EOY$144,735,033OtherInvestmentsEOYAmt
Other Investments EOYFMV$167,990,846OtherInvestmentsEOYFMVAmt
Other Assets BOY$114,093OtherAssetsBOYAmt
Other Assets EOY$1OtherAssetsEOYAmt
Other Assets EOYFMV$110,175OtherAssetsEOYFMVAmt
Total Assets BOY$279,723,609TotalAssetsBOYAmt
Total Assets EOY$275,292,023TotalAssetsEOYAmt
Total Assets EOYFMV$309,490,364TotalAssetsEOYFMVAmt
Grants Payable BOY$7,770,775GrantsPayableBOYAmt
Grants Payable EOY$10,958,743GrantsPayableEOYAmt
Total Liabilities BOY$7,770,775TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,958,743TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$271,952,834RetainedEarningBOYAmt
Retained Earning EOY$264,333,280RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$271,952,834TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$264,333,280TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$279,723,609TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$275,292,023TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$271,952,834TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,619,551ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$264,333,283SubtotalAmt
Other Decreases$3OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$264,333,280TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$63,527,463$60,157,347$3,370,116$3,370,116
MAKENA K-1 GAINS$927,556$927,556$927,556P
BDT II K-1 GAINS$585,702$585,702$585,702P
BDT III K-1 GAINS$433,398$433,398$433,398P
CULTIVATION CAPITAL II K-1 GAINS$1,578$1,578$1,578P
CULTIVATION CAPITAL III K-1 GAINS$188$188$188P
MAKENA K-1 UBTI$62,528-$62,528-$62,528P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,256,010CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$181,207InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$181,207SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$181,207TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$215,208EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$175,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$390,208TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$209,001OverpaymentAmt
Applied To ES Tax$209,001AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COMMERCE BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8162342704PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 419248AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641416248ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
COMMERCE BANKNA-INVMGMT
1000 WALNUTKANSAS CITYMO64106CORP TRUSTEE40.00$668,552$0$0
COMMERCE BANKNA-CHAR MGMT
1000 WALNUTKANSAS CITYMO64106CORP TRUSTEE10.00$73,450$0$0
COMMERCE BANKNA-CHAR MGMT
922 WALNUTKANSAS CITYMO64106CORP TRUSTEE40.00$398,122$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$302,123,519AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,073,500AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$32,991,921FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$345,188,940TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$345,188,940AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,177,834CashDeemedCharitableAmt
Net Vl Noncharitable Assets$340,011,106NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,000,555MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,000,555MinimumInvestmentReturnAmt
Tax Based On Investment Income$181,207TaxBasedOnInvestmentIncomeAmt
Total Tax$181,207TotalTaxAmt
Distributable Before Adj$16,819,348DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,819,348DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,819,348DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,217,953ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,217,953QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,819,348DistributableAsAdjustedAmt
Undistributed Income PY$16,977,473UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$17,217,953QualifyingDistributionsAmt
Applied To Year1$16,977,473AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$240,480AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$16,578,868UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEXECUTIVE DIRECTOR WILLIAM T KEMPERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1COMMERCE BANK TRUSTEE 922 WALNUTAddressLine1Txt
Address Line2SUITE 200AddressLine2Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641061809ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8162341768RecipientPhoneNum
Form And Info And MaterialsWE 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 DeadlinesDEADLINES ARE SET BY STAFFSubmissionDeadlinesTxt
Restrictions On AwardsTHE 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 (152 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN PUBLIC SQUARE INC
300 E 39TH ST STE 2SKANSAS CITYMO64111NONEPCINTERACTIVE FACT SHEET AND AT THE SQUARE ENHANCEMENTS$15,000
AMERICANS FOR OXFORD INC (AMERICANS FOR OXFORD)
500 5TH AVE FL 32NEW YORKNY10110NONEPCCOVID-19 EMERGENCY RESPONSE APPEAL$10,000
BARSTOW SCHOOL
11511 STATE LINE RDKANSAS CITYMO64114NONEPCIDEA SPACE KC CAPITAL CAMPAIGN$250,000
BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL
10210 HOLMES RDKANSAS CITYMO641314212NONEPCSCOUTREACH$24,000
BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL
10210 HOLMES RDKANSAS CITYMO641314212NONEPCANNUAL BEQUEST$500
BOY SCOUTS OF AMERICA - ST LOUIS AREA COUNCIL
4568 WEST PINE BLVDSAINT LOUISMO63108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$15,000
BOYS CLUB OF GREATER KANSAS CITY
4001 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO64130NONEPCNEW SMITH-HALE CLUB UNIT$100,000STE 102
CARDINAL RITTER COLLEGE PREP
701 N SPRING AVEST LOUISMO63108NONEPCTUITION ASSISTANCE PROGRAM$50,000
CENTER FOR PRACTICAL BIOETHICS INC
HARZFELD BUILDING 1111 MAIN ST STEKANSAS CITYMO641052116NONEPCHEALTHCARE ETHICS COMMITTEE CONSORTIUM$10,000500
CENTER FOR THE DEVELOPMENTALLY DISABLED
9150 E 41ST TERRKANSAS CITYMO64133NONEPCNURTURE, ENRICH, THRIVE CAPITAL CAMPAIGN$30,000
CHWC INC DBA COMMUNITY HOUSING OF WYANDOTTE COUNTY INC
2 S 14TH STKANSAS CITYKS66102NONEPCCHWC TECHNICAL ASSISTANCE PROGRAM$50,000
CITY GARDEN MONTESSORI SCHOOL
1618 TOWER GROVE AVEST LOUISMO63110NONEPCREADY TO FLOURISH: GROWING A WORLD OF JUSTICE AND POSSIBILITY$100,000
COMMUNITY LINC
4014 TROOST AVEKANSAS CITYMO64110NONEPCCAPITAL IMPROVEMENTS TO PROVIDE SHELTER FOR HOMELESS KANSAS CITY FAMILIES$50,000
CORNERSTONES OF CARE
300 E 36TH STKANSAS CITYMO64111NONEPC2022 GILLIS CAMPUS PRIORITY CAPITAL NEEDS$40,000
CORTEX
4240 DUNCAN AVE STE 200ST LOUISMO63110NONEPCPER SCHOLAS ST. LOUIS LAUNCH$250,000
CULTURAL FESTIVALS
225 S MERAMEC AVE STE 105ST LOUISMO63105NONEPCCREATIVE CASTLE AND PERFORMING ARTS STAGE$15,000
DEEP ROOTS KC INC
PO BOX 32131KANSAS CITYMO64111NONEPCBACKYARD HABITAT$25,000
DONALD DANFORTH PLANT SCIENCE CENTER
975 N WARSON RDST LOUISMO63132NONEPCINNOVATION FUND$25,000
DOWNTOWN KANSAS CITY CIVIC VENTURES
1000 WALNUT STE 200KANSAS CITYMO64106NONEPCDOWNTOWN COMMUNITY SERVICES CENTER$50,000
ENTREPRENEUR STARTUP BUSINESS DEVELOPMENT CORPORATION DBA ARCH GRANTS
911 WASHINGTON AVE STE 415ST LOUISMO63101NONEPCTARGETED FUNDING OF STARTUPS AT UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN$100,000
EPEC INC
5829 TROOST AVE STE BKANSAS CITYMO641103143NONEPCEXPAND PROSPERITY CAPITAL CAMPAIGN$350,000
EPISCOPAL CHURCH DIOCESE OF KANS
835 SW POLK STTOPEKAKS666121688NONEPCTHE GARDEN PROJECT AT BETHANY PLACE$74,000
FIRST CALL ALCOHOL DRUG PREVENTION & RECOVERY
9091 STATE LINE RDKANSAS CITYMO64114NONEPCFIRST CALL BUILDING CAPITAL CAMPAIGN$35,000
FOSTER ADOPT CONNECT INC
18600 E 37TH TERR SINDEPENDENCEMO64057NONEPCCONNECTING THE DOTTE CAMPAIGN$250,000
FRENCH HERITAGE SOCIETY INC
14 E 60TH ST STE 605NEW YORKNY10022NONEPCFRENCH HERITAGE CORRIDOR WEBSITE & INTERACTIVE MAP$15,000
FRIENDS OF CHAMBER MUSIC
4635 WYANDOTTE STE 201KANSAS CITYMO641121537NONEPC2021/2022 SEASON SUPPORT$100,000
GARY SINISE FOUNDATION
PO BOX 40726NASHVILLETN37204NONEPCST. LOUIS & KANSAS CITY PROJECTS$25,000
GATEWAY GREENING INC DBA SEED ST LOUIS
5501 DELMAR BLVD STE B270ST LOUISMO63112NONEPCCULTIVATING ST. LOUIS CAMPAIGN$50,000
GATEWAY REGION YOUNG MENS CHRISTIAN ASSOCIATION
2815 SCOTT AVE SUITE DST LOUISMO63103NONEPCOPPORTUNITY FOR ALL CAPITAL CAMPAIGN$50,000
GENERATING INCOME FOR TOMORROW DBA KANSAS CITY GIFT
5008 PROSPECTKANSAS CITYMO64130NONEPCCAPACITY BUILDING INTERN PROGRAM$20,000
GRACE AND HOLY TRINITY CATHEDRAL
415 W 13TH STKANSAS CITYMO641051350NONEPCANNUAL BEQUEST$200,000
GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY BLVD STE 130KANSAS CITYMO64105NONEPCKANSAS EDUCATION PROGRAMMING$100,000
GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY BLVD STE 130KANSAS CITYMO64105NONEPCST. LOUIS CENTER$25,000
GROUNDWORK NORTHEAST REVITALIZATION GROUP INC
803 ARMSTRONG AVEKANSAS CITYKS66101NONEPCGREEN TEAM HISTORY CATCHING IN NE KCK$8,000
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI
5151 TROOST AVE STE 300KANSAS CITYMO64110NONEPCPRESERVATION AND DIGITAL ACCESS TO ARCHIVAL COLLECTIONS$50,000
HEARTLAND FOUNDATION DBA MOSAIC LIFE CARE FOUNDATION
518 S 6TH STST JOSEPHMO645012225NONEPCEMPOWERU PROGRAM$12,500
IMMIGRANT & REFUGEE WOMEN'S PROGRAM DBA IMMIGRANT HOME ENGLISH LEARNING PRO
5021 ADKINS AVEST LOUISMO63116NONEPCIMMIGRANT RECRUITMENT FEASIBILITY STUDY WITH RUNG FOUNDATION$10,000
INFLATABLE FILM LLC
NORTHWEST FILM FORUM 1515 12TH AVESEATTLEWA98122NONEPCRE-EDIT OF BIG SONIA FILM FOR PBS NATIONAL BROADCAST$36,000
INTERNATIONAL INSTITUTE OF METROPOLITAN ST LOUIS
3401 ARSENAL STST LOUISMO63118NONEPCAFGHAN RESCUE PROJECT$30,000
INTERNATIONAL MENTORING PROGRAM INC
513 EAGLESRIDGE DRWILDWOODMO63021NONEPCINTERNATIONAL MENTORING PROGRAM$50,000
JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY
4600 PASEO BLVDKANSAS CITYMO64110NONEPCAFGHAN CRISIS RESPONSE$100,000
JOHN BURROUGHS SCHOOL
755 S PRICE RDST LOUISMO631241866NONEPCJBS CENTENNIAL CAMPAIGN$1,000,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO641111874NONEPCVANDERSLICE HALL PHASE 4 RENOVATION PROJECT - ADMISSIONS & FERNERY$1,000,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO641111874NONEPCANNUAL BEQUEST$250,000
KANSAS CITY BALLET ASSOCIATION
500 W PERSHING RDKANSAS CITYMO64108NONEPCSEASON SUPPORT/UNDERWRITING$30,000
KANSAS CITY CHORALE
5601 WYANDOTTE STE 412KANSAS CITYMO64113NONEPC2021/2022 SEASON SUPPORT AND ANNUAL SPRINGSONG CONCERT$25,000
KANSAS CITY CHORALE
5601 WYANDOTTE STE 412KANSAS CITYMO64113NONEPCWINTERSONG CONCERT$2,500
KANSAS CITY GIRLS PREPARATORY ACADEMY
5000 E 17TH STKANSAS CITYMO64127NONEPCCOVID-RELATED CAPITAL UPGRADES TO MIDDLE SCHOOL FACILITY$100,000
KANSAS CITY HEALTH COLLABORATIVE
600 BROADWAY STE 200KANSAS CITYMO64105NONEPCKANSAS CITY HEALTH EQUITY LEARNING AND ACTION NETWORK$50,000
KANSAS CITY SYMPHONY
1644 WYANDOTTE STKANSAS CITYMO64108NONEPC2021/2022 SEASON SUPPORT$200,000
KANSAS CITY UNIVERSITY
1750 INDEPENDENCE AVEKANSAS CITYMO641061453NONEPCCENTER OF EXCELLENCE IN BIOINFORMATICS FOR PEDIATRIC CANCER/ RARE DISEASE$100,000
KANSAS STATE UNIVERSITY FOUNDATION
1800 KIMBALL AVE STE 200MANHATTANKS66502NONEPCEXCELLENCE IN TEACHING AWARDS$16,500
KANSAS UNIVERSITY ENDOWMENT ASSOC
PO BOX 928LAWRENCEKS660440928NONEPCKEMPER TEACHING FELLOWS$37,500
KANSAS UNIVERSITY ENDOWMENT ASSOC - HALL CENTER FOR THE HUMANITIES
900 SUNNYSIDE AVELAWRENCEKS660457622NONEPCVISITING REGIONAL FACULTY PROGRAM$10,000
KC CAN COMPOST
3119 TERRACE STKANSAS CITYMO64114NONEPCORGANIC WASTE MANAGEMENT: EXPANDING THE INFRASTRUCTURE$20,000
KC COMMON GOOD INC
801 W 47TH ST STE 500KANSAS CITYMO64112NONEPCCAPACITY BUILDING FOR KC 360 ANTI-VIOLENCE INITIATIVE$50,000
KIDSTLC INC
480 S ROGERS RDOLATHEKS660621706NONEPCROOTED IN HOPE CAPITAL CAMPAIGN$100,000
KIPP ST LOUIS
1310 PAPIN ST STE 203ST LOUISMO63103NONEPCWILLIAM T. KEMPER EXCELLENCE IN TEACHING AWARDS$25,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM
2 MEMORIAL DRKANSAS CITYMO641084603NONEPCDIGITIZATION PROJECT$100,000
LILYS HOUSE
104 N KENTUCKYADRIANMO64720NONEPCSHELTER KITCHEN RENOVATION$17,000
LYRIC OPERA OF KANSAS CITY INC
1725 HOLMES STKANSAS CITYMO641081538NONEPC2021/2022 SEASON SUPPORT$40,000
MAGNIFICENT MISSOURI INC
12 HUNTLEIGH DOWNSST LOUISMO63131NONEPCCAPACITY BUILDING$50,000
MEDS & FOOD FOR KIDS
8050 WATSON RD STE 355ST LOUISMO63119NONEPCSOLUTION SOLEIL - ADDITIONAL SUPPORT$10,000
MID-AMERICA ARTS ALLIANCE
2018 BALTIMORE AVEKANSAS CITYMO641081914NONEPCEXHIBITSUSA (EXHIBITS IN MISSOURI & KANSAS)$35,000
MID-AMERICA REGIONAL COUNCIL
600 BROADWAY STE 200KANSAS CITYMO64105NONEPCECONOMIC VALUE ATLAS$25,000
MID-COAST RADIO PROJECT INC DBA KKFI 901 COMMUNITY RADIO
PO BOX 32250KANSAS CITYMO64171NONEPCAMP UP FOR THE FUTURE, SECURING THE KKFI TOWER EASEMENT$10,000
MISSOURI APPLESEED
100 N TUCKER BLVD RM 840ST LOUISMO63101NONEPCCOMMUNICATIONS CAPACITY-BUILDING FOR MISSOURI APPLESEED$20,000
MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES
4344 SHAW BLVDST LOUISMO63110NONEPCNEW VISITOR CENTER$1,750,000
MISSOURI HISTORICAL SOCIETY JEFFERSON MEMORIAL BUILDING DBA MISSOURI HISTOR
5700 LINDELL BLVDST LOUISMO63112NONEPCCOLORING STL: EXPLORE ST. LOUIS ARCHITECTURE EXHIBIT$100,000
MPOWER NOW INC
1266 W PACES FERRY RD NW 110ATLANTAGA303272306NONEPCTHOMAS COURT MOBILE LIBRARY$7,000
NELSON GALLERY FOUNDATION
4525 OAK STKANSAS CITYMO64111NONEPCART COURSE$10,000
NELSON GALLERY FOUNDATION
4525 OAK STKANSAS CITYMO64111NONEPCANNUAL BEQUEST$50,000
NILES HOME FOR CHILDREN DBA KVC NILES
1911 E 23RD STKANSAS CITYMO641273701NONEPCKVC NILES CHILDRENS CAMPUS RENOVATION$100,000
OPERA THEATRE OF SAINT LOUIS
210 HAZEL AVEST LOUISMO631197910NONEPCARTISTIC DIRECTOR CONTRACT EXTENSION$65,000
OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION
1001 E CHESTNUT EXPYSPRINGFIELDMO65802NONEPCROOTED MISSOURI$200,000
PERFORMING ARTS FOUNDATION OF KANSAS CITY DBA FOLLY THEATER
1020 CENTRAL ST STE 200KANSAS CITYMO64105NONEPCREVITALIZING THE FOLLY CAPITAL CAMPAIGN$200,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MT AUBURN ST 3RD FLCAMBRIDGEMA021385762NONEPC50TH REUNION CAMPAIGN$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MT AUBURN ST 3RD FLCAMBRIDGEMA021385762NONEPCTHE DAVID 72 AND JONATHAN 75 KEMPER FAMILY FUND FOR UNDERGRADUATE STUDY AT VILLA I TATTI$6,250
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MT AUBURN ST 3RD FLCAMBRIDGEMA021385762NONEPCTHE DAVID 72 AND JONATHAN 75 KEMPER FAMILY FUND FOR UNDERGRADUATE STUDY AT VILLA I TATTI$12,500
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MT AUBURN ST 3RD FLCAMBRIDGEMA021385762NONEPCTHE DAVID 72 AND JONATHAN 75 KEMPER FAMILY FUND FOR UNDERGRADUATE STUDY AT VILLA I TATTI$56,250
PRO MUSICA
402 S MAIN ST STE 502JOPLINMO648012358NONEPC2022/2023 SEASON SUPPORT$6,000
PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS
125 E 31ST STKANSAS CITYMO64108NONEPCCIVIC IMPACT JOURNALISM$100,000
REPRODUCTIVE HEALTH SERVICES OF PLANNED PARENTHOOD OF ST LOUIS
4251 FOREST PARK AVEST LOUISMO63108NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
RESTART INC
918 E 9TH STKANSAS CITYMO64106NONEPCEMERGENCY SHELTER BATHROOM RENOVATIONS$40,000
RONALD MCDONALD HOUSE CHARITIES OF METRO ST LOUIS INC
3450 PARK AVEST LOUISMO63104NONEPCLETS MAKE ROOM CAPITAL CAMPAIGN$50,000
ROTARY CLUB YOUTH CAMP ASSOCIATION INC
22310 NE COLBERN RDLEES SUMMITMO64086NONEPCADMINISTRATION AND HEALTH LODGE$50,000
SAINT LOUIS SYMPHONY ORCHESTRA
718 N GRAND BLVDST LOUISMO63103NONEPCPOWELL HALL RENOVATION AND EXPANSION$1,000,000
SAINT LOUIS SYMPHONY ORCHESTRA
718 N GRAND BLVDST LOUISMO63103NONEPCANNUAL SUPPORT$25,000
SCHOOL SMART KC INC
3105 GILLHAM RD STE 200KANSAS CITYMO64109NONEPCSYSTEMS OF CARE SUPPORT MODEL FOR FAMILIES AND CHILDREN WITHIN KCPSS$50,000
SHAKESPEARE FESTIVAL ST LOUIS
3333 WASHINGTON AVE 203ST LOUISMO63110NONEPCCRM SYSTEM - PATRONMANAGER$50,000
SHAWNEE MISSION MEDICAL CENTER INC DBA ADVENTHEALTH SHAWNEE MISSION
7315 FRONTAGE RD STE 221SHAWNEE MISSIONKS66204NONEPCLIV DENTAL HEALTH FUND$12,000
SHELDON ARTS FOUNDATION
3648 WASHINGTON BLVDST LOUISMO63108NONEPCEDUCATION PROGRAMS$10,000
SMITHSONIAN INSTITUTE
PO BOX 37012 MRC 035WASHINGTONDC20013NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$5,000
SMITHSONIAN INSTITUTE (NATIONAL PORTRAIT GALLERY)
PO BOX 37012 MRC 035WASHINGTONDC20013NONEPCNATIONAL PORTRAIT GALLERY$15,000
SOCIETY OF ARCHITECTURAL HISTORIANS
1365 N ASTOR STCHICAGOIL60610NONEPCBUILDINGS OF MISSOURI$10,000
ST LOUIS AREA FOOD BANK INC
70 CORPORATE WOODS DRBRIDGETONMO63044NONEPCFARMERS MARKET FOOD PROGRAM PORTABLE TRAILER$50,000
ST LOUIS ART MUSEUM FOUNDATION
1 FINE ARTS DR FOREST PARKST LOUISMO63110NONEPCTHE CULTURE: HIP HOP AND CONTEMPORARY ART EXHIBIT$250,000
ST LOUIS COMMUNITY FOUNDATION INCORPORATED
2 OAK KNOLL PKST LOUISMO63105NONEPCCENTER FOR CIVIC RESEARCH AND INNOVATION$100,000
ST MARY'S CHURCH KANSAS CITY
1307 HOLMES STKANSAS CITYMO64106NONEPCORGAN/HVAC PROJECT$88,000
ST MATTHEW THE APOSTLE CATHOLIC CHURCH
2715 N SARAH STST LOUISMO63113NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$10,000
STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY INC
4600 STARLIGHT RDKANSAS CITYMO64132NONEPCUNIQUELY KC: A CAMPAIGN FOR STARLIGHT'S FUTURE$250,000
STATE OF ST LOUIS FOUNDATION
211 N BROADWAY STE 1300SAINT LOUISMO63102NONEPCPROJECT MARK$50,000
STATE OF ST LOUIS FOUNDATION (GREATER ST LOUIS)
211 N BROADWAY STE 1300SAINT LOUISMO63102NONEPCNEW ORGANIZATION LAUNCH$125,000
SUMMERFEST CONCERTS AND-OR RECORDINGS INC
PO BOX 22697KANSAS CITYMO641130697NONEPC2022 SEASON SUPPORT - 30TH ANNIVERSARY SEASON$7,500
SUPPORT KANSAS CITY INC
6750 ANTIOCH RD STE 305MERRIAMKS66204NONEPCUSED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION$25,000
SWOPE HEALTH SERVICES
3801 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO641302807NONEPCPACE KC ADULT WELLNESS CENTER CAPITAL CAMPAIGN$75,000
SWOPE HEALTH SERVICES
3801 DR MARTIN LUTHER KING JR BLVDKANSAS CITYMO641302807NONEPCPACE KC ADULT WELLNESS CENTER CAPITAL CAMPAIGN$75,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
OFFICE OF DEVELOPMENT 326 GALVEZ STSTANFORDCA943056015NONEPCKEMPER FAMILY ORIENTATION FUND - BING OVERSEAS STUDIES PROGRAM$42,500
THE CHILDRENS PLACE INC
6401 ROCKHILL RDKANSAS CITYMO64131NONEPCFAMILY SUPPORT SERVICES$25,000
THE HEART OF AMERICA SHAKESPEARE FESTIVAL
3732 MAIN STKANSAS CITYMO64111NONEPC2022 SEASON SUPPORT$10,000
THE KANSAS AFRICAN AMERICAN MUSEUM INC
601 N WATERWICHITAKS67203NONEPCTHE KANSAS AFRICAN AMERICAN MUSEUM & CULTURAL CENTER$150,000
THE OPPORTUNITY TRUST
5501 DELMAR BLVDST LOUISMO63112NONEPCBLUEPRINT FOR BUILDING A 21ST CENTURY PUBLIC SCHOOL SYSTEM IN ST. LOUIS$1,000,000
THE RABBIT HOLE KC
919 E 14TH AVENORTH KANSAS CITYMO64116NONEPCCAPITAL CAMPAIGN SUPPORT$250,000
THE SPARROW'S NEST
6209 MID RIVERS MALL DR 119ST PETERSMO63304NONEPCCOMMUNITY SERVICE AWARD - CARISSA FIGGINS$6,000
TRUSTEES OF PRINCETON UNIVERSITY ART MUSEUM
701 CARNEGIE CTR STE 445PRINCETONNJ08540NONEPCCONTINUED SUPPORT OF THE CURATOR OF ACADEMIC PROGRAMS$100,000
TRUSTEES OF PRINCETON UNIVERSITY ART MUSEUM
701 CARNEGIE CTR STE 445PRINCETONNJ08540NONEPCCONTINUED SUPPORT OF THE CURATOR OF TEACHING AND LEARNING$50,000
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL
202 ADMINISTRATIVE CTR 5115 OAK STKANSAS CITYMO64112NONEPCHERITAGE HALL RENOVATION AND EXPANSION$125,000
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL
202 ADMINISTRATIVE CTR 5115 OAK STKANSAS CITYMO64112NONEPCANNUAL BEQUEST$50,000
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES
108 SCOFIELD HALL 711 E 51ST STKANSAS CITYMO64110NONEPCDIGITAL AND PUBLIC HUMANITIES STAFF AND ADMINISTRATIVE SUPPORT$7,500
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES
108 SCOFIELD HALL 711 E 51ST STKANSAS CITYMO64110NONEPCDIGITAL AND PUBLIC HUMANITIES INTERNSHIP$3,600
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES
108 SCOFIELD HALL 711 E 51ST STKANSAS CITYMO64110NONEPCDIGITAL AND PUBLIC HUMANITIES STAFF AND ADMINISTRATIVE SUPPORT$7,500
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES
108 SCOFIELD HALL 711 E 51ST STKANSAS CITYMO64110NONEPCDIGITAL AND PUBLIC HUMANITIES INTERNSHIP$18,700
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES
108 SCOFIELD HALL 711 E 51ST STKANSAS CITYMO64110NONEPCWILLIAM T. KEMPER ASSOCIATE PROFESSOR IN DIGITAL HUMANITIES$102,000
UMKC TRUSTEES
UMKC FOUNDATION 5115 OAK ST STE 202KANSAS CITYMO64110NONEPCTRUSTEES' SCHOLARS PROGRAM$10,000
UNCOVER KC
10010 NW 70TH CTKANSAS CITYMO64152NONEPCKC FIELD TRIPS PROJECT$16,375
UNCOVER KC
10010 NW 70TH CTKANSAS CITYMO64152NONEPCKC FIELD TRIPS PROJECT$20,000
UNITED WAY OF GREATER ST LOUIS INC
910 N 11TH STST LOUISMO63101NONEPCLEADERSHIP GIVING$9,000
UNITED WAY OF GREATER ST LOUIS INC
910 N 11TH STST LOUISMO63101NONEPCLEADERSHIP GIVING$5,000
UNITED WAY OF GREATER ST LOUIS INC
910 N 11TH STST LOUISMO63101NONEPCFLOOD RELIEF FUND$50,000
UNITED WAY OF GREATER ST LOUIS INC
910 N 11TH STST LOUISMO63101NONEPCLEADERSHIP GIVING$9,000
UNITED WAY OF GREATER ST LOUIS INC
910 N 11TH STST LOUISMO63101NONEPCLEADERSHIP GIVING$5,000
UNIVERSITY OF MISSOURI-COLUMBIA - MISSOURI SCHOOL OF JOURNALISM
407 REYNOLDS ALUMNI CENTERCOLUMBIAMO65211NONEPCWATCHDOG WRITERS GROUP$60,000UNIVERSITY OF MISSOURI
UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR
105 JESSE HALLCOLUMBIAMO65211NONEPCANNUAL BEQUEST$50,000
UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR
105 JESSE HALLCOLUMBIAMO65211NONEPCWILLIAM T. KEMPER FELLOWSHIPS FOR TEACHING EXCELLENCE ADDITIONAL SUPPORT$25,000
UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO
4825 TROOST STE 202KANSAS CITYMO641102499NONEPC2021 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN$5,000
UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO
4825 TROOST STE 202KANSAS CITYMO641102499NONEPC2022 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN$5,000
UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO
4825 TROOST STE 202KANSAS CITYMO641102499NONEPCEXTENSION OF MISSOURI POLITICAL COVERAGE$25,000
UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO
4825 TROOST STE 202KANSAS CITYMO641102499NONEPC2022 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN$10,000
WASHINGTON UNIVERSITY
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPC2021/2022 TRUSTEES ANNUAL GIVING PROGRAM$25,000
WASHINGTON UNIVERSITY
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCKEMPER ART MUSEUM$10,000
WASHINGTON UNIVERSITY
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCTHE OUTWIN 2019: AMERICAN PORTRAITURE TODAY$88,900
WASHINGTON UNIVERSITY
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCTHE DAVID AND DOROTHY KEMPER PROFESSORSHIP$666,667
WASHINGTON UNIVERSITY
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCACQUISITION: AI WEIWEI, "ILLUMINATION"$500,000
WASHINGTON UNIVERSITY (MILDRED LANE KEMPER ART MUSEUM)
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCMILDRED LANE KEMPER ART MUSEUM EXHIBITION$100,000
WELCOME HOUSE INC
1414 E 27TH STKANSAS CITYMO64108NONEPCRECOVERY FOR LIFE CAMPAIGN$50,000
WELLESLEY COLLEGE
106 CENTRAL STWELLESLEYMA024818203NONEPCSCIENCE CENTER CAPITAL CAMPAIGN: KEMPER HORTICULTURE AND ECOLOGY LABORATORY$268,000
WILDWOOD OUTDOOR EDUCATION CENTER INC
7095 W 399TH STLACYGNEKS66040NONEPCROOTED. BUILDING. GROWING. CAPITAL CAMPAIGN$100,000
WILLIAM JEWELL COLLEGE
500 COLLEGE HILLLIBERTYMO640681896NONEPCTHE LINK PROJECT$1,300,000
WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
500 COLLEGE HILL CAMPUS BOX 1015LIBERTYMO640681896NONEPC2021/2022 SEASON SUPPORT$90,000
WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
500 COLLEGE HILL CAMPUS BOX 1015LIBERTYMO640681896NONEPCANNUAL BEQUEST$5,000
WRIGHT ON MAIN INC
4601 MAIN STKANSAS CITYMO64112NONEPCHISTORIC STRUCTURES REPORT$4,700
YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC
1111 W 39TH ST STE A128KANSAS CITYMO64111NONEPCORCHESTRAL EDUCATION PROGRAM$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,739,442TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMETHYST PLACE
2735 TROOST AKANSAS CITYMO64109NONEPCEXPANSION AT 2770 TRACY OVER 2 YEARS$750,000
FOSTER ADOPT CONNECT INC
18600 E 37TH TERR SINDEPENDENCEMO64057NONEPCCONNECTING THE DOTTE CAMPAIGN$250,000
HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAI
5151 TROOST AVE STE 300KANSAS CITYMO64110NONEPCPRESERVATION AND DIGITAL ACCESS TO ARCHIVAL COLLECTIONS$50,000
HARVARD-RADCLIFFE CLUB OF KANSAS CITY
PO BOX 412481KANSAS CITYMO64141NONEPCSUMMER COMMUNITY SERVICE FELLOWSHIP PROGRAM CHALLENGE MATCH$10,000
HEARTLAND FOUNDATION DBA MOSAIC LIFE CARE FOUNDATION
518 S 6TH STST JOSEPHMO645012225NONEPCEMPOWERU PROGRAM$12,500
HISTORIC KANSAS CITY FOUNDATION
3401 BROADWAY BLVD PO BOX 19KANSAS CITYMO641112403NONEPCHKC CHALLENGE MATCH GRANT$12,500
INTERNATIONAL MENTORING PROGRAM INC
513 EAGLESRIDGE DRWILDWOODMO63021NONEPCINTERNATIONAL MENTORING PROGRAM$100,000
KANSAS CITY ART INSTITUTE
4415 WARWICK BLVDKANSAS CITYMO641111874NONEPCVANDERSLICE HALL PHASE 4 RENOVATION PROJECT - ADMISSIONS & FERNERY$700,000
KANSAS CITY UNIVERSITY
1750 INDEPENDENCE AVEKANSAS CITYMO641061453NONEPCCENTER OF EXCELLENCE IN BIOINFORMATICS FOR PEDIATRIC CANCER/ RARE DISEASE$200,000
KANSAS UNIVERSITY ENDOWMENT ASSOC - SCHOOL OF MUSIC
PO BOX 928LAWRENCEKS660440928NONEPCORGAN ADJUNCT PROFESSOR AND ARTIST-IN-RESIDENCE OVER 3 YEARS$31,000
KC COMMON GOOD INC
801 W 47TH ST STE 500KANSAS CITYMO64112NONEPCCAPACITY BUILDING FOR KC 360 ANTI-VIOLENCE INITIATIVE$50,000
KIDSTLC INC
480 S ROGERS RDOLATHEKS660621706NONEPCROOTED IN HOPE CAPITAL CAMPAIGN$200,000
KIPP ST LOUIS
1310 PAPIN ST STE 203ST LOUISMO63103NONEPCWILLIAM T. KEMPER EXCELLENCE IN TEACHING AWARDS$25,000
LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM
2 MEMORIAL DRKANSAS CITYMO641084603NONEPCDIGITIZATION PROJECT$200,000
MAGNIFICENT MISSOURI INC
12 HUNTLEIGH DOWNSST LOUISMO63131NONEPCCAPACITY BUILDING$50,000
MID-AMERICA REGIONAL COUNCIL
600 BROADWAY STE 200KANSAS CITYMO64105NONEPCECONOMIC VALUE ATLAS$25,000
OPERA THEATRE OF SAINT LOUIS
210 HAZEL AVEST LOUISMO631197910NONEPCARTISTIC DIRECTOR CONTRACT EXTENSION$130,000
OPERATION BREAKTHROUGH
3039 TROOST AVEKANSAS CITYMO641091540NONEPCCAPACITY BUILDING FOR TEEN PROGRAMMING OVER 2 YEARS$400,000
OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION
1001 E CHESTNUT EXPYSPRINGFIELDMO65802NONEPCROOTED MISSOURI$300,000
PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS
125 E 31ST STKANSAS CITYMO64108NONEPCCIVIC IMPACT JOURNALISM$100,000
SHELDON ARTS FOUNDATION
3648 WASHINGTON BLVDST LOUISMO63108NONEPCEDUCATION PROGRAMS$10,000
STARLIGHT THEATRE ASSOCIATION OF KANSAS CITY INC
4600 STARLIGHT RDKANSAS CITYMO64132NONEPCUNIQUELY KC: A CAMPAIGN FOR STARLIGHT'S FUTURE$500,000
STATE OF ST LOUIS FOUNDATION
211 N BROADWAY STE 1300SAINT LOUISMO63102NONEPCPROJECT MARK$50,000
SUMMERFEST CONCERTS AND-OR RECORDINGS INC
PO BOX 22697KANSAS CITYMO641130697NONEPC2023 SEASON SUPPORT - 30TH ANNIVERSARY SEASON$7,500
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
OFFICE OF DEVELOPMENT 326 GALVEZ STSTANFORDCA943056015NONEPCKEMPER FAMILY ORIENTATION FUND - BING OVERSEAS STUDIES PROGRAM$85,000
THE OPPORTUNITY TRUST
5501 DELMAR BLVDST LOUISMO63112NONEPCBLUEPRINT FOR BUILDING A 21ST CENTURY PUBLIC SCHOOL SYSTEM IN ST. LOUIS$2,000,000
TOWER GROVE PARK
4257 NORTHEASTST LOUISMO63110NONEPCCAMPAIGN FOR TOWER GROVE PARK - COMPLETE CORE ENHANCEMENTS$500,000
TRUSTEES OF PRINCETON UNIVERSITY ART MUSEUM
701 CARNEGIE CTR STE 445PRINCETONNJ08540NONEPCCONTINUED SUPPORT OF THE CURATOR OF ACADEMIC PROGRAMS$300,000
UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES
108 SCOFIELD HALL 711 E 51ST STKANSAS CITYMO64110NONEPCWILLIAM T. KEMPER ASSOCIATE PROFESSOR IN DIGITAL HUMANITIES$318,000
UNCOVER KC
10010 NW 70TH CTKANSAS CITYMO64152NONEPCKC FIELD TRIPS PROJECT$30,000
UNIVERSITY OF MISSOURI-COLUMBIA - MISSOURI SCHOOL OF JOURNALISM
407 REYNOLDS ALUMNI CENTERCOLUMBIAMO65211NONEPCWATCHDOG WRITERS GROUP$60,000UNIVERSITY OF MISSOURI
URBAN LEAGUE OF METROPOLITAN ST LOUIS
1408 N KINGSHIGHWAY BLVD STE 300ST LOUISMO63113NONEPCNATURAL BRIDGE RENOVATION$250,000
WASHINGTON UNIVERSITY
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCTHE DAVID AND DOROTHY KEMPER PROFESSORSHIP$666,666
WASHINGTON UNIVERSITY (MILDRED LANE KEMPER ART MUSEUM)
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCMILDRED LANE KEMPER ART MUSEUM EXHIBITION$100,000
WASHINGTON UNIVERSITY (MILDRED LANE KEMPER ART MUSEUM)
CAMPUS BOX 1214 ONE BROOKINGS DRST LOUISMO63130NONEPCACQUISITION: AI WEIWEI, "ILLUMINATION"$23,577
WELLESLEY COLLEGE
106 CENTRAL STWELLESLEYMA024818203NONEPCSCIENCE CENTER CAPITAL CAMPAIGN: KEMPER HORTICULTURE AND ECOLOGY LABORATORY$1,072,000
WILLIAM JEWELL COLLEGE
500 COLLEGE HILLLIBERTYMO640681896NONEPCTHE LINK PROJECT$1,200,000
WILLIAM JEWELL COLLEGE
500 COLLEGE HILLLIBERTYMO640681896NONEPCCAMPUS ART WALK$75,000
WILLIAM JEWELL COLLEGE
500 COLLEGE HILLLIBERTYMO640681896NONEPC2022/2023 URBAN STUDENT SCHOLARSHIP PROGRAM$25,000
WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES)
500 COLLEGE HILL CAMPUS BOX 1015LIBERTYMO640681896NONEPC2022/2023 SEASON SUPPORT$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$10,958,743TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,390,905ExclusionAmt
Related Or Exempt Function Incm$13,913RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$30,383ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion14ExclusionCd
Exclusion$2,258,103ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,370,116ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCd
MINERAL INCOME15$14,822
TAX REFUNDS$290
OTHER INVESTMENT INCOME525990
VENDOR REFUND
REIMBURSEMENT FOR DAMAGED/LOST ARTWORK FROM 1995$2,040

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,005,893ExclusionAmt
Related Or Exempt Function Incm$13,913RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,019,806TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINTEREST INCOME FROM MUNICIPAL BONDSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (8 entries)

Organization TypeOrganizationTypeDescRelationship 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

FieldValueIRS element (for citing)
Form And Line ReferenceMISC - IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C)FormAndLineReferenceDesc
Medium ExplanationNAME OF TRUST: WILLIAM T. KEMPER FOUNDATIONNAME OF FIDUCIARY: COMMERCE BANKIDENTIFICATION NUMBER: 43-6345116YEAR END: OCTOBER 31, 2022IN 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 (82 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M COMPANY NT 2.875% 10/15/27$745,395$676,568
ACE INA HOLDINGS NT 3.15% 3/15/25$782,649$739,893
ADC 2021-1A CL A2 1.937% 8/15/46$500,000$418,661
AESOP 2020-1A CL A 2.33% 8/20/26$899,702$815,432
AMERICAN HONDA NT 2.25% 1/12/29$823,144$687,143
AMERIPRISE FINL NT 2.875% 9/15/26$649,305$596,577
APPLE INC NT 2.4% 5/3/23$814,666$845,441
ASCENSION HEALTH NT 3.945% 11/15/46$756,006$578,584
BAKER HUGHES NT 4.08% 12/15/47$454,955$362,320
BALTIMORE G & E NT 2.4% 8/15/26$598,200$542,610
BANK OF AMERICA NT V/R 2/7/30$425,000$375,866
BANK OF MONTREAL NT 1.5% 1/10/25$849,550$779,459
BANK OF NY MELLON NT 0.75% 1/28/26$898,065$784,809
BAPTIST HLTH FL NT 4.342% 11/15/41$483,835$384,134
BERKSHIRE HATHAWAY NT 2.3% 3/15/27$799,848$719,784
BK OF AMER NT V/R 10/24/31$205,000$150,421
BMW US CAPITAL LLC NT 3.95% 8/14/28$748,830$688,740
BRANCH BANKING NT 2.15% 12/6/24$499,150$467,900
BURLINGTON NORTH NT 3.9% 8/1/46$595,194$460,998
CANADIAN NATL RAIL NT 4.45% 1/20/49$649,909$540,768
CAUTO 2022-1A CL A1 3.35% 3/15/52$390,633$336,620
CDP FINANCIAL NT 3.15% 7/24/24$498,130$486,580
CHARLES SCHWAB NT 0.9% 3/11/26$898,902$778,185
CUMMINS INC NT 2.6% 9/1/50$774,836$462,181
DIAGEO CAPITAL PLC NT 2.625% 4/29/23$399,020$395,624
DRB 2017-A CL A2B 2.85% 5/27/42$15,198$15,163
EATON VANCE NT 3.5% 4/6/27$707,387$648,919
ELFI 2022-A CL A 4.51% 8/26/47$242,185$230,847
ENTERGY MISSISSIPPI NT 3.1% 7/1/23$541,183$536,520
EQUITABLE FINL LIFE NT 1% 1/9/26$908,808$785,976
FKH 2022-SFR2 CL A 4.25% 7/17/39$480,774$460,814
FORDO 2022-B CL A3 3.74% 9/15/26$599,968$586,316
GLAXOSMITHKLINE NT 3.875% 5/15/28$789,008$704,183
GONZAGA UNIV NT 4.158% 4/1/46$370,000$281,570
HENRY J KAISER FMY NT 3.356% 12/1/25$660,000$617,371
HSBC HOLDINGS NT 6.1% 1/14/42$405,781$306,214
HYDRO QUEBEC NT 8.05% 7/07/24$53,908$42,030
JOHN DEERE NT 2.65% 6/24/24$947,256$897,487
JPMORGAN CHASE NT 5.5% 10/15/40$557,564$413,582
KEY BANK NT 4.39% 10/15/27$563,080$530,006
LOEWS CORP NT 3.75% 4/1/26$70,403$67,083
MASTERCARD INC NT 2% 3/3/25$897,831$845,226
MET LIFE GLOB NT 3.45% 12/18/26$505,095$460,690
METLIFE INC NT 4.05% 3/1/45$298,503$230,304
NATIONAL SECS NT 0.4% 12/7/23$799,000$761,464
NATL RURAL UTIL COOP NT 3.9% 11/1/28$700,722$609,814
NAVSL 2015-AA CL A2A 2.65% 12/15/28$50,695$50,121
NESTLE HOLDINGS NT 3.625% 9/24/28$746,385$697,223
NEW YORK LIFE GLOBAL NT 3.25% 4/7/27$799,856$739,008
NFMOT 2021-1A CL A 0.85% 7/15/26$194,582$195,892
NRZT 2017-1A CL A1 V/R 2/25/57$158,586$144,577
NUVEEN LLC NT 4% 11/1/28$720,672$663,390
OAKIG 2021-2A CL A1 2.38% 11/20/51$467,372$406,612
OBX 2022-NQM1 CL A1 V/R 11/25/61$735,895$585,534
PNC FIN NT 3.15% 5/19/27$654,743$606,737
PROTECTIVE LIFE NT 1.082% 6/9/23$1,000,000$974,770
ROCHE HOLDINGS NT 2.314% 3/10/27$800,000$713,864
SCHLUMBERGER INV NT 3.65% 12/1/23$686,140$640,796
SDCP 2021-1 CL A2 1.881% 6/20/46$450,000$379,929
SEACO 2021-2A CL A 1.95% 8/17/41$787,106$676,520
SHELL INTL FIN NT 3.25% 5/11/25$658,171$624,228
SIEMENS FING NT 6.125% 8/17/26$477,416$408,048
SMB 2021-B CL A 1.31% 7/17/51$535,531$474,266
SOFI 2018-C CL A2FX 3.59% 1/25/48$264,935$255,370
SRFC 2021-1A CL A 0.99% 11/20/37$209,469$193,174
STATE STREET CORP NT V/R 8/4/33$850,000$752,573
STEAM 2021-1A CL A 2.25% 2/28/51$460,292$383,490
STRYKER CORP NT 3.375% 5/15/24$495,620$486,755
TEACHERS INS NT 4.27% 5/15/47$637,495$389,685
TIF 2020-1A CL A 2.09% 8/20/45$415,652$353,932
TOSCO CORP NT 8.125% 2/15/30$292,226$258,275
TOYOTA MOTOR NT 4.55% 9/20/27$624,394$607,938
TRANS-CANADA PL NT 7.25% 8/15/38$352,602$289,042
TRL 2019-1A CL A 3.82% 4/17/49$191,863$174,904
TRL 2020-2A CL A2 2.56% 11/19/27$899,754$744,765
TRP 2021-1 CL A 2.07% 6/19/51$880,774$733,296
UNION ELEC NT 2.95% 3/15/30$911,444$690,768
US BANCORP NT 2.4% 7/30/24$749,265$716,745
US BANCORP NT V/R 1/27/28$400,000$349,192
USAA CAPITAL CORP NT 3.375% 5/1/25$747,548$719,205
WELLS FARGO BK NT 6.5% 12/1/28$742,044$608,418
WW GRAINGER NT 3.75% 5/15/46$417,152$316,768

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (151 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$280,514$307,209
ABBVIE INC$335,027$331,596
ADVANCED AUTO PARTS INC$144,672$150,037
AGILENT TECHNOLOGIES INC$318,139$485,609
ALLEGRO MICROSYSTEMS INC$134,600$155,001
ALPHABET INC CL A$533,875$1,355,273
AMAZON COM INC$409,771$1,294,842
AMGEN INC$644,839$1,032,737
AMPHENOL CORP CL-A$208,583$473,558
ANSYS INC$318,843$372,655
APOLLO GLOBAL MANAGEMENT INC$134,097$144,213
APPLE INC$93,618$3,294,510
ARISTA NETWORKS INC$345,574$432,075
ASSURANT INC$443,345$359,350
AT&T INC$534,459$618,544
BEST BUY INC$159,759$128,269
BIO-TECHNE CORP$70,302$130,354
BLACK KNIGHT INC$130,754$118,824
BOOZ ALLEN HAMILTON HOLDING$80,703$150,213
BROADRIDGE FINANCIAL SOL$268,784$371,399
C H ROBINSON WORLDWIDE INC$109,432$126,059
CADENCE DESIGN SYSTEMS INC$169,148$412,538
CAMDEN PPTY TR$144,810$123,639
CARDINAL HEALTH INC$563,261$839,834
CATALENT INC$127,700$103,853
CDW CORP/DE$347,354$413,016
CHEMED CORP$96,594$130,724
CHENIERE ENERGY INC$343,019$478,071
CHEVRON CORPORATION$1,091,922$2,064,069
CHIPOTLE MEXICAN GRILL INC CLASS A$83,826$112,375
CHOICE HOTELS INTL INC$139,614$155,808
CHURCH & DWIGHT CO INC$397,363$394,372
CISCO SYSTEM INC$513,972$606,718
CME GROUP INC$628,557$649,875
COPART INC$310,054$282,949
COSTAR GROUP INC$93,395$155,927
CSX CORP$320,989$314,575
CVS HEALTH CORPORATION$319,901$522,744
DOLLAR GENERAL CORP$149,060$335,391
DOMINION ENERGY INC$836,032$855,383
DOMINOS PIZZA INC$112,788$129,574
DONALDSON INC$126,667$146,498
DROPBOX INC$134,096$135,503
DUKE ENERGY CORP$840,676$853,995
EASTMAN CHEM CO$592,972$573,771
EATON CORP PLC$414,745$607,784
EBAY INC$479,751$401,786
EMERSON ELECTRIC CO$426,487$642,139
EQUITY LIFESTYLE PROPERTIES$485,179$373,846
EXELIXIS INC$166,348$131,977
EXTRA SPACE STORAGE INC$60,956$131,306
FACTSET RESEARCH SYSTEMS INC$52,569$129,774
FAIR ISAAC & CO INC$132,609$153,229
FISERV INC$134,732$320,549
FLEETCOR TECHNOLOGIES INC$350,878$250,331
FMC CORP$129,024$147,436
GARTNER GROUP INC$145,953$137,374
GENERAL DYNAMICS CORP$358,387$610,761
GENPACT LIMITED$112,848$139,680
GLOBUS MEDICAL INC-A$172,251$152,760
GODADDY INC CL A$127,422$143,916
GRACO INC$59,244$146,466
HILTON WORLDWIDE HOLDINGS INC$393,639$472,734
HOME DEPOT INC$770,170$934,290
HONEYWELL INTL INC$315,302$369,276
HOWMET AEROSPACE INC$129,387$139,712
HUNT(JB)TRANS SVCS INC$101,548$136,001
ILLINOIS TOOL WORKS INC$728,453$966,223
INTERNATIONAL BUSINESS MACHINES$482,952$587,041
INTERPUBLIC$459,033$636,612
INTUIT$351,427$324,900
IQVIA HOLDINGS INC$103,711$140,479
JACK HENRY & ASSOCIATES INC$190,127$419,021
JOHNSON AND JOHNSON$540,536$849,843
JP MORGAN CHASE & CO$541,537$922,071
KEYSIGHT TECHNOLOGIES INC$129,502$141,062
LAMB WESTON HOLDINGS INC$102,296$145,281
LANDSTAR SYSTEM INC$74,238$142,160
LAUDER ESTEE COS INC CL A$157,266$267,654
LULULEMON ATHLETICA INC$156,116$134,906
MANHATTAN ASSOCIATES INC$149,500$119,237
MASTERCARD INCORPORATED CLASS A$70,111$338,025
MCDONALDS CORP$458,958$943,404
MCKESSON CORP$288,205$360,167
MEDTRONIC PLC$776,764$554,172
MERCK & CO INC$531,560$950,268
METLIFE INC$550,543$803,480
METTLER-TOLEDO INTL INC$134,176$423,752
MICROSOFT CORP$467,745$2,483,791
MOLINA HEALTHCARE INC$108,674$141,750
MONDELEZ INTERNATIONAL INC$560,736$566,538
MORGAN STANLEY, DEAN WITTER & CO.$407,443$547,663
MORNINGSTAR INC$35,229$114,929
MSA SAFETY INC$165,391$151,691
MSCI INC-A$322,872$421,974
NETAPP INC$466,000$419,084
NEXSTAR MEDIA GROUP INC COMMON STK$663,403$652,653
NIKE INC CLASS B$298,237$279,430
NORDSON CORP$70,572$135,000
NORTHERN TRUST CORP$510,337$525,501
GEN DIGITAL INC$426,473$428,521
NVIDIA CORP$373,226$419,082
ONEOK INC$707,610$752,771
OTIS WORLDWIDE CORP$138,041$138,454
PALO ALTO NETWORKS INC$188,527$447,850
PAYCHEX INC$220,971$689,747
PEPSICO INC$503,050$932,413
PFIZER INC$552,071$860,477
PILGRIM'S PRIDE CORPORATION$131,183$121,704
PIONEER NAT RES CO$884,478$1,003,845
POOL CORPORATION$89,400$123,213
PRINCIPAL FINANCIAL GROUP$288,692$660,975
PROCTER & GAMBLE CO$409,551$539,353
PTC INC$84,873$138,450
PUBLIC STORAGE$585,117$882,788
RAYMOND JAMES FINL INC$216,237$294,996
ROCKWELL AUTOMATION INC$314,781$431,457
ROLLINS INCORPORATED$231,156$477,103
RPM INC OHIO$217,831$427,456
SHERWIN WILLIAMS CO$160,737$325,168
SONOCO PRODS CO$383,746$593,485
STARBUCKS CORP$237,349$303,931
STRYKER CORP$163,861$334,690
SYNEOS HEALTH INC$129,818$135,270
SYNOPSYS INC$37,303$121,408
SYSCO CORP$532,821$627,560
T ROWE PRICE GROUP INC$549,673$537,170
TAKE-TWO INTERACTIVE SOFTWARE INC$160,804$131,513
TESLA MOTORS INC$472,759$676,932
TEXAS INSTRUMENTS INC$647,584$852,945
TEXAS PACIFIC LAND CORP$123,960$161,271
THE HERSHEY COMPANY$78,917$140,874
THERMO FISHER CORP$107,816$305,812
TOLL BROS INC$131,219$131,609
TORO CO$32,537$154,455
TRACTOR SUPPLY COMPANY$340,324$462,616
TRUIST FINANCIAL CORP$558,741$551,813
TYLER TECHNOLOGIES INC$96,313$119,632
UNION PACIFIC CORP$250,270$294,724
UNITED PARCEL SERVICE B$459,249$553,641
UNITEDHEALTH GROUP INC$264,096$563,477
US BANCORP$589,194$531,262
VISA INC CLASS A SHARES$133,993$427,785
WASTE MGMT INC DEL$262,189$299,319
WATERS CORP$144,786$139,114
WEST PHARMACEUTICAL SVCS INC$70,858$116,201
WHIRLPOOL CORP$619,154$526,003
WORKDAY INC-CLASS A$453,708$324,885
WP CAREY INC$463,452$519,603
ZEBRA TECHNOLOGIES CORP CL A$112,450$130,281
ZOETIS INC$278,776$309,853

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$17,777,641USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$15,643,195USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$8,403,061StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$7,317,886StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (32 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
2560 ACRES KNOWN AS NYMEYER PROPERTYAT COST$1$13,440
AB SMALL CAP GROWTH-ADVAT COST$950,000$960,800
AMER CENT SM CAP GRWTH-YAT COST$950,000$995,695
ARTISAN MID CAP FUND-INSAT COST$3,033,873$2,220,879
BDT CAPITAL PARTNERS 3AT COST$8,815,171$10,817,087
BDT CAPITAL PARTNERS FUND IIAT COST$8,591,604$12,480,702
BDT CAPITAL PARTNERS FUND II - COST ADJUSTMENTAT COST$285,359$0
CULTIVATION CAP GEOSPATIAL TECH LPAT COST$200,000$186,659
CULTIVATION CAPITAL TECH FUND IIAT COST$401,982$401,982
CULTIVATION CAPITAL TECH FUND IIIAT COST$467,500$699,169
CULTIVATION CAPITAL TECH FUND IV LPAT COST$75,000$69,397
DFA US TARGETED VALUE PORTFOLIOAT COST$4,242,164$5,304,824
FIDELITY MID CAP GRW INDXAT COST$1,950,000$1,874,048
FIDELITY MID CAP VAL INDXAT COST$7,363,320$8,303,576
ISHARES RUSSELL 1000 GROWTH ETFAT COST$259,411$209,225
ISHARES RUSSELL 2000 GROWTH ETFAT COST$1,226,321$4,963,013
ISHARES RUSSELL MIDCAP GROWTH ETFAT COST$4,469,335$7,400,554
ISHARES RUSSELL MIDCAP VALUE ETFAT COST$5,326,787$14,846,879
KEMPER FOUNDATION MINERAL VALUEAT COST$1$59,989
LOTS REFERRED TO AS CULP PROPERTIESAT COST$5,640$105
MAKENA CAPITAL BLOCKER Y CAYMANAT COST$1,885,804$732,071
MAKENA CAPITAL BLOCKER Y CAYMAN - COST ADJUSTMENTAT COST$101,394$0
MAKENA CAPITAL SPLITTER XAT COST$16,751,543$8,012,701
MAKENA CAPITAL SPLITTER X - COST ADJUSTMENTAT COST$685,544$0
MFS RESEARCH INTERNAT R6AT COST$7,748,694$8,547,395
TIAA-CREF INSTL INTL EQ IN-IAT COST$8,252,237$8,393,695
TIAA-CREF L/C GROW INDX-INSTAT COST$18,489,773$25,930,266
TIAA-CREF L/C VAL INDX-INSTAT COST$25,077,389$28,443,371
VANGUARD DEV MK INDX FD ADM SHRSAT COST$8,156,932$7,695,667
VANGUARD FTSE EMERGING MARKETS-ETFAT COST$6,971,872$6,791,157
VANGUARD INTM TERM INV G-ADMAT COST$2,000,334$1,636,452
VARIOUS MINERAL ASSETSAT COST$48$48

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTWORKDesc
BOY Book Value$114,093BOYBookValueAmt
EOY Book Value$1EOYBookValueAmt
EOYFMV$110,175EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$3Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (30 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$510$0$510
POSTAGE$168$0$168
DUES & SUBSCRIPTIONS$386$0$386
ART APPRAISAL$3,625$0$0
FEES APPLICABLE TO TAX EXEMPT INCOME$0-$531$0
MAKENA K-1 INTEREST EXPENSE$0$5,141$0
MAKENA K-1 ROYALTY DEDUCTIONS$0$2,358$0
MAKENA K-1-SECTION 59(E)(2) EXPENDITURES$0$29,603$0
MAKENA K-1 PORTFOLIO DEDUCTIONS$0$227$0
MAKENA K-1 OTHER DEDUCTIONS$0$173,161$0
BDT II K-1 PORTFOLIO DEDUCTIONS$0$175,060$0
BDT II K-1 INTEREST EXPENSE-INVESTMENT$0$3,035$0
BDT III K-1 PORTFOLIO DEDUCTIONS$0$177,652$0
BDT III K-1 INTEREST EXPENSE-INVESTMENT$0$3,996$0
BDT SPIRITS K-1 PORTFOLIO DEDUCTIONS$0$818$0
CULTIVATION CAPITAL II K-1 PORTFOLIO DEDUCTIONS$0$100$0
CULTIVATION CAPITAL II K-1 SECTION 59(E)(2) DEDUCTION$0$0$0
CULTIVATION CAPITAL II K-1 INTEREST EXPENSE-INVESTMENT$0$2$0
CULTIVATION CAPITAL II K-1 OTHER DEDUCTIONS$0$21$0
CULTIVATION CAPITAL III K-1 INTEREST EXPENSE-INVESTMENT$0$246$0
CULTIVATION CAPITAL III K-1 PORTFOLIO DEDUCTIONS$0$264$0
CULTIVATION CAPITAL III K-1 SECTION 59(E)(2) DEDUCTIONS$0$0$0
CULTIVATION CAPITAL III K-1 OTHER DEDUCTIONS$0$11,012$0
CULTIVATION CAPITAL GEOSPATIAL K-1 INTEREST EXPENSE-INVESTMENT$0$46$0
CULTIVATION CAPITAL GEOSPATIAL K-1 OTHER DEDUCTION$0$14,815$0
O&G HANDLING/TRANSPORTATION$0$661$0
O&G MANAGEMENT FEE$0$1,205$0
O&G PROPERTY FEE$0$40$0
O&G TRANSFER ORDER FEE$0$1,550$0
REAL ESTATE EXPENSE$31,695$31,695$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (17 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MAKENA K-1 BUSINESS INCOME$0$14,677$0
MAKENA K-1 ROYALTIES$0$11,294$0
MAKENA K-1 CANCELLATION OF DEBT INCOME$0$13,073$0
MAKENA K-1 NET OTHER INCOME$0$121,212$0
MAKENA K-1 OTHER PORTFOLIO INCOME$0$8,520$0
MAKENA K-1 RENTAL INCOME$0$31,003$0
BDT II K-1 OTHER PORTFOLIO INCOME$0$39,612$0
BDT III K-1 OTHER PORTFOLIO INCOME$0$25,570$0
CULTIVATION CAPITAL II K-1 BUSINESS INCOME$0$0$0
CULTIVATION CAPITAL III K-1 BUSINESS INCOME$0$0$0
CULTIVATION CAPITAL II K-1 ROYALTIES$0$4$0
MAKENA K-1 DISTRIBUTION$2,236,952$0$0
BDT K-1 DISTRIBUTION$0$0$0
CULTIVATION CAPITAL K-1 DISTRIBUTION$21,151$0$0
MINERAL INCOME$14,822$20,081$14,822
TAX REFUNDS$290$290$290
REIMBURSEMENT FOR DAMAGED/LOST ARTWORK FROM 1995$2,040$2,040

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BDT MANAGEMENT FEES$417,189$0$0
GKCCF FEES$104$0$104
INVESTMENT FEES$285$285$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (9 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED TAX PAYMENTS FOR 990-PF$42,000$0$0
EXCISE TAXES$100,000$0$0
MAKENA K-1 FOREIGN TAXES$0$1,039$0
BDT K-1 FOREIGN TAXES$0$1,971$0
STATE TAXES$1,626$0$0
FOREIGN TAXES$159$159$0
RE STATE WITHHOLDINGS$0$842$0
RE PRODUCTION TAXES$0$1,609$0
RE AD VALOREM$0$6$0

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