WILLIAM T KEMPER CHARITABLE TRUST DTD 020389: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST DTD 020389 (EIN 43-6337610)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-07-24
- IRS object ID
- 202212059349100201
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-24T13:47:00-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | 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 | 118 WEST 47TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS L NELSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8162342704 | PhoneNum |
| Signature | 2022-07-24 | 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,936,732 | 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 | $112,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $626,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,339 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,481 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,817 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,517 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265,964 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,764 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,702,439 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,871,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,240,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,593,487 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,513,239 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,531,851 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,372 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,372 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,700 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,436,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,530,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,936,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,436,807 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,530,504 | 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 | $3,436,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,530,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,436,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,530,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,436,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,530,505 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,530,504 | 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 | $626,184 | GrossSalesPriceAmt |
| Cost Or Other Basis | $437,845 | CostOrOtherBasisAmt |
| Gain Or Loss | $188,339 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $188,339 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,339 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | 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 | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $697 | TaxDueAmt |
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 | 118 W 47TH ST KANSAS | AddressLine1Txt |
| City | CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| COMMERCE BANK | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | TRUSTEE | 5.00 | $39,047 | $0 | $0 |
| ROBERT W LOYD | ||||||||
| 2046 CONDOLEA DR | LEAWOOD | KS | 662091652 | TRUSTEE | 5.00 | $19,770 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,980,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,056,809 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,056,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,965,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,697 | TotalTaxAmt |
| Distributable Before Adj | $294,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,640 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,059 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,055 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,448 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $162,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $169,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $124,801 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $124,801 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,953 | ExcessFromYear3Amt |
| Excess From Year2 | $13,448 | ExcessFromYear2Amt |
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 | 118 WEST 47TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMETHYST PLACE | |||||||
| 2735 TROOST | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $7,500 |
| ARTS COUNCIL OF JOHNSON COUNTY | |||||||
| PO BOX 12543 | SHAWNEE MISSION | KS | 66282 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| BIG BROTHERS BIG SISTERS OF GREATER KANSAS CITY | |||||||
| 1709 WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $20,000 |
| HAPPYBOTTOMS | |||||||
| 1941 CENTRAL ST | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $1,000 |
| FRANKLIN COUNTY HISTORICAL SOCIETY | |||||||
| 622 S CEDAR | OTTAWA | KS | 66067 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| KANSAS CITY CHORALE | |||||||
| 5601 WYANDOTTE ST | KANSAS CITY | MO | 64113 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $7,500 |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $15,000 |
| LIBERTY MEMORIAL ASSOCIATION (NAT'L WWI MUSEUM) | |||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $25,000 |
| MUSICAL THEATER HERITAGE INC | |||||||
| 2450 GRAND STE 301 | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $12,500 |
| PEMBROKE HILL SCHOOL | |||||||
| 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $25,000 |
| STATE HISTORICAL SOCIETY OF MISSOURI | |||||||
| 5123 HOLMES ST RM 302 | KANSAS CITY | MO | 64110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $2,000 |
| THE DERRICK THOMASNEIL SMITH THIRD AND LONG FOUNDATION | |||||||
| 8301 STATE LINE ROAD | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $10,000 |
| UNION STATION KANSAS CITY INC | |||||||
| 30 W PERSHING STE 400 | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $300,481 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,481 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MISC - IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C) | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF TRUST: WILLIAM T KEMPER II CHARITABLE TRUSTNAME OF FIDUCIARY: COMMERCE TRUST COMPANYIDENTIFICATION NUMBER: 43-6337610YEAR END: 3/31/2022IN ACCORDANCE WITH THE REQUIREMENTS OF IRC SEC. 6012(B) (5) AND REG.1.6012-3(C), THE FIDUCIARY FILING THIS RETURN STATES THAT HE HASSUFFICIENT KNOWLEDGE OF THE AFFAIRS OF THE ABOVE MENTIONED TRUST TOENABLE HIM TO EXECUTE THIS RETURN, AND THAT THIS RETURN IS, TO THE BESTOF HIS KNOWLEDGE AND BELIEF, TRUE AND CORRECT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BOND FUND #333 | $1,172,974 | $1,212,521 |
| BAIRD AGGREGATE BOND FUND IS | $112,538 | $110,658 |
| VANGUARD INTM TERM INV G-ADM | $227,727 | $208,672 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHNSON AND JOHNSON | $15,917 | $46,434 |
| LOWES COMPANIES INC | $8,841 | $82,089 |
| MORGAN STANLEY, DEAN WITTER & CO. | $25,911 | $47,021 |
| TEXAS INSTRUMENTS INC | $32,497 | $53,760 |
| DANAHER CORP | $6,750 | $73,039 |
| HANESBRANDS INC | $15,198 | $10,125 |
| JP MORGAN CHASE & CO | $15,677 | $53,983 |
| MCDONALDS CORP | $36,707 | $52,671 |
| MICROSOFT CORP | $26,057 | $238,940 |
| PROCTER & GAMBLE CO | $32,308 | $61,120 |
| STRYKER CORP | $27,196 | $30,745 |
| ABBOTT LABS | $24,310 | $23,672 |
| BAXTER INTERNATIONAL INC | $26,725 | $25,201 |
| CHEVRON CORPORATION | $44,563 | $62,038 |
| THERMO FISHER CORP | $11,639 | $35,439 |
| VISA INC CLASS A SHARES | $26,511 | $58,547 |
| ADOBE INC | $3,159 | $29,615 |
| ALLY FINANICAL INC | $31,561 | $33,914 |
| ALPHABET INC CL A | $17,207 | $161,318 |
| AMAZON COM INC | $24,616 | $74,979 |
| APPLE INC | $10,341 | $226,295 |
| BECTON DICKINSON & COMPANY | $18,968 | $24,206 |
| BLACKROCK INC | $23,707 | $19,104 |
| BROADRIDGE FINANICAL SOL | $17,946 | $20,242 |
| CHARTER COMMUNICATIONS INC A | $18,494 | $23,457 |
| CLEARBRIDGE SMALL CAP GR IS | $50,856 | $71,705 |
| CME GROUP INC | $7,493 | $27,830 |
| COMMERCE BANCSHARES INC | $268 | $476,217 |
| COMMERCE MIDCAP GROWTH FUND | $94,812 | $185,977 |
| COOPER COS INC NEW | $25,025 | $25,055 |
| CROWN CASTLE INTERNATIONAL CORP | $27,170 | $37,843 |
| DARDEN RESTAURANTS INC | $27,672 | $31,908 |
| ELEVANCE HEALTH INC | $18,992 | $35,368 |
| EURONET SVCS INC | $29,361 | $39,435 |
| FLEETCOR TECHNOLOGIES INC | $25,105 | $23,661 |
| HONEYWELL INTL INC | $29,729 | $53,899 |
| INTERPUBLIC | $25,254 | $53,707 |
| ISHARES BIOTECHNOLOGY ETF | $36,506 | $50,166 |
| ISHARES DJ SELECT DIVIDEND ETF | $40,454 | $88,410 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | $32,064 | $76,782 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $50,269 | $270,626 |
| KEYSIGHT TECHNOLOGIES INC | $27,559 | $57,659 |
| LPL FINANCIAL HOLDINGS INC | $42,709 | $48,410 |
| MATERIALS SELECT SECTOR SPDR | $37,681 | $57,562 |
| MCKESSON CORP | $52,408 | $53,573 |
| META PLATFORMS INC | $8,727 | $15,120 |
| MFS RESEARCH INTERNAT R6 | $113,630 | $132,541 |
| MONDELEZ INTERNATIONAL INC | $18,921 | $46,708 |
| MOTOROLA SOLUTIONS INC | $9,755 | $15,016 |
| NASDAQ INC | $20,457 | $51,322 |
| NVENT ELECTRIC PLC ADR | $52,706 | $48,692 |
| NVIDIA CORP | $65,019 | $66,851 |
| P P G INDS INC | $27,049 | $25,559 |
| PEPSICO INC | $14,759 | $49,544 |
| PFIZER INC | $15,688 | $43,435 |
| PIONEER NAT RES CO | $15,098 | $22,503 |
| PROLOGIS INC | $9,824 | $12,918 |
| RAYTHEON TECHNOLOGIES CORP | $9,716 | $10,898 |
| REGAL BELOIT CORPORATION | $28,362 | $52,519 |
| T-MOBILE US INC | $35,693 | $43,126 |
| TRAVEL AND LEISURE CO | $30,837 | $30,419 |
| TRUIST FINANCIAL CORP | $41,494 | $42,242 |
| UBER TECHNOLOGIES INC | $36,168 | $43,244 |
| UNION PACIFIC CORP | $5,982 | $51,910 |
| VALVOLINE INC | $28,372 | $37,872 |
| XCEL ENERGY INC | $58,679 | $64,231 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SWAN DEFINED RISK - I | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $44,372 | BookValueAmt |
| EOYFMV | $62,700 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ESTIMATED PAYMENTS | CategoryTxt |
| Amt | $2,466 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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