WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T: Form 990PF, tax year 2020
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- Organization
- WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T (EIN 43-6345116)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-08-12
- IRS object ID
- 202232249349100913
- Schema version
- 2020v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T13:12:16-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436345116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | COMMERCE BANK TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8162342704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 WEST 47TH ST | 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 | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8162342704 | PhoneNum |
| Signature | 2022-08-11 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $379,752,494 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,471,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,021,882 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $247 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $247 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $59 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $16,154,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,281,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,623,918 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,466,218 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $86,852 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,092,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,732,899 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,118,337 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $658,475 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $451,662 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $229,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $83 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $191,489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,437 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $175 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $175 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,977 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $531,659 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,789 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,543,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,196,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $455,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,572,688 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,721,376 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,116,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,196,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,177,085 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,976,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,536,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,683,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,217,121 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,217,121 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $22,729,938 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,659,627 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,338,077 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $43,267,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,976,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,344,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $45,933,705 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,830,613 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,257,786 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $10,591,518 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $8,509,991 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $8,554,239 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $132,576,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,415,952 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $208,930,513 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $114,093 | OtherAssetsBOYAmt |
| Other Assets EOY | $114,093 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $110,175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $260,896,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,723,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $379,752,494 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $15,919,463 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,770,775 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $15,919,463 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,770,775 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $244,976,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $271,952,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $244,976,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $271,952,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $260,896,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,723,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $244,976,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,976,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $271,952,834 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $271,952,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $75,724,889 | $59,570,582 | $16,154,307 | $16,154,307 |
| MAKENA K-1 GAINS | $446,482 | $446,482 | $446,482 | |
| BDT II K-1 GAINS | $1,028,815 | $1,028,815 | $1,028,815 | |
| CULTIVATION CAPITAL K-1 GAINS | $81,253 | $81,253 | $81,253 | |
| MAKENA K-1 UBTI | $68,003 | -$68,003 | -$68,003 | |
| BDT K-1 UBTI | $18,936 | -$18,936 | -$18,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,623,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $327,153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $327,153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $327,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $402,361 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $502,361 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $175,208 | OverpaymentAmt |
| Applied To ES Tax | $175,208 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162342704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 WEST 47TH ST | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641121601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| COMMERCE BANKNA-INVMGMT | ||||||||
| 118 WEST 47TH ST | KANSAS CITY | MO | 64112 | CORP TRUSTEE | 40.00 | $658,475 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 118 WEST 47TH ST | KANSAS CITY | MO | 64112 | CORP TRUSTEE | 10.00 | $73,164 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 118 WEST 47TH ST | KANSAS CITY | MO | 64112 | CORP TRUSTEE | 40.00 | $378,498 | $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 | $317,448,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,447,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,475,737 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $360,371,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $360,371,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,405,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $354,966,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,748,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,748,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $327,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $327,153 | TotalTaxAmt |
| Distributable Before Adj | $17,421,154 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,421,154 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,421,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,177,085 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,177,085 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,177,085 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,421,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,733,404 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,177,085 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,733,404 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $443,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,977,473 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXECUTIVE DIRECTOR WILLIAM T KEMPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMERCE BANK TRUSTEE 922 WALNUT | AddressLine1Txt |
| Address Line2 | SUITE 200 | AddressLine2Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641061809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162341768 | RecipientPhoneNum |
| Form And Info And Materials | WE SEEK TO SUPPORT PROPOSALS WHICH FALL IN THE FOLLOWING CATEGORIES: EDUCATION, HEALTH & HUMAN SERVICES, CIVIC IMPROVEMENTS, & ARTS. FOLLOWING ARE THE KEY ELEMENTS WE REQUIRE AS A PREREQUISITE FOR FUNDING CONSIDERATION: 1. BRIEF DESCRIPTION OF ORGANIZATION; 2. SUMMARY OF PROJECT; 3. GOALS & PLAN FOR IMPLEMENTATION; 4. OTHER SOURCES OF SUPPORT; 5. BUDGET FOR PROJECT & FUTURE FUNDING PLANS; 6. TIMETABLE WITH SPECIFIC, MEASURABLE OBJECTIVES; 7. METHOD OF EVALUATION; 8. ORGANIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENT AND CURRENT YEAR BUDGET; 9. LIST OF BOARD OF DIRECTORS, INCLUDING IDENTIFICATION OF THE PRESIDENT/CHAIR; 10. IRS DETERMINATION LETTER. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A WRITTEN NARRATIVE REPORT AND AN ACCOUNTING OF ALL DISBURSEMENTS FROM THE PROCEEDS OF THE GRANT ON AN ANNUAL BASIS. ANY GRANT THAT EXTENDS FOR MORE THAN ONE YEAR WILL BE CONDITIONAL ON FURTHER REVIEW AND EVALUATION OF THE REQUEST AS MAY BE DETERMINED BY THE STAFF AND CONTRIBUTIONS COMMITTEE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE SET BY STAFF | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOLLOWING ARE REASONS OR SUBJECT AREAS WHICH WILL CONSTITUTE REJECTION OF PROPOSAL: 1. INABILITY TO PRODUCE A 501(C)(3) TAX DETERMINATION LETTER; 2. THE RECIPIENT IS DEFINED AS A "PRIVATE FOUNDATION" IN SECTION 509(A) OF THE IRS CODE; 3. ORGANIZATIONS OPERATING OUTSIDE OF THE FOUNDATION'S GEOGRAPHIC AREA OF INTEREST; 4. AID TO AN INDIVIDUAL; 5. POLITICALLY PARTISAN PURPOSES; 6. TICKETS FOR DINNERS, BENEFITS, EXHIBITS, CONFERENCES, SPORTS EVENTS OR OTHER EVENT ACTIVITIES; 7. ADVERTISEMENTS; 8. UNDERWRITING OF DEFICITS OR POST-EVENT FUNDING; 9. RESEARCH UNRELATED TO THE FOUNDATION'S CURRENT PROJECTS OR PRIORITIES; 10. ENDOWMENT FUNDS THE RECIPIENT IS RESPONSIBLE TO ENSURE THAT THE GRANT IS USED FOR THE PURPOSES INDICATED IN THE GRANT REQUEST. VARIATIONS WILL BE MADE ONLY AT THE DISCRETION OF THE FOUNDATION, AND MUST BE REQUESTED IN WRITING. IF THE GRANT IS USED FOR OTHER THAN THE STATED PURPOSES WITHOUT EXPLICIT PERMISSION, THE FOUNDATION RESERVES THE RIGHT TO WITHDRAW FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADMIE LAFAYETTE | |||||||
| 201 E ARMOUR BLVD | KANSAS CITY | MO | 641111205 | NONE | PC | PHASE 2 OF THE K-12 GROWTH PLAN CAPITAL CAMPAIGN | $75,000 |
| AMERICANS FOR OXFORD INC (AMERICANS FOR OXFORD) | |||||||
| 500 5TH AVE FL 32 | NEW YORK | NY | 10110 | NONE | PC | COVID-19 EMERGENCY RESPONSE APPEAL | $20,000 |
| ASSOCIATION OF MISSOURI CHARTER SCHOOLS | |||||||
| 1306 PAPIN ST | ST LOUIS | MO | 63103 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 |
| ATCHISON AMELIA EARHART FOUNDATION | |||||||
| PO BOX 126 | ATCHISON | KS | 66002 | NONE | PC | EXHIBIT FABRICATION AND INSTALLATION | $40,000 |
| BACH ARIA SOLOISTS | |||||||
| PO BOX 7112 | KANSAS CITY | MO | 64113 | NONE | PC | TECHNOLOGY FOR 2020/2021 HYBRID CONCERT SEASON | $6,050 |
| BARSTOW SCHOOL | |||||||
| 11511 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | IDEA SPACE KC CAPITAL CAMPAIGN | $250,000 |
| BEACON MEDIA INC | |||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | LAUNCHING THE BEACON | $25,000 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH PROGRAM | $24,000 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | ANNUAL BEQUEST | $500 |
| CARDINAL RITTER COLLEGE PREP | |||||||
| 701 N SPRING AVE | ST LOUIS | MO | 63108 | NONE | PC | TUITION ASSISTANCE PROGRAM | $50,000 |
| CENTER FOR CONFLICT RESOLUTION | |||||||
| 6285 PASEO BLVD | 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 | $25,000 |
| CLAY COUNTY AFRICAN AMERICAN LEGACY INC | |||||||
| 502 N WATER ST | LIBERTY | MO | 64068 | NONE | PC | LIBERTY AFRICAN AMERICAN LEGACY MEMORIAL PROJECT | $15,000 |
| CLIO FOUNDATION | |||||||
| 2401 W 121ST ST | LEAWOOD | KS | 66209 | NONE | PC | CLIO 3.0: AN INTERACTIVE IN-PERSON AND VIRTUAL MUSEUM/SITE TOUR PLATFORM | $32,000 |
| COMMUNITY LINC | |||||||
| 4012-14 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | MOLD AND WATER MITIGATION REPAIR | $50,000 |
| CONTEMPORARY ART MUSEUM ST LOUIS | |||||||
| 3750 WASHINGTON AVE | ST LOUIS | MO | 63108 | NONE | PC | CAPITAL IMPROVEMENTS | $35,000 |
| CRISTO REY KANSAS CITY HIGH SCHOOL | |||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SAFE AND DEPENDABLE STUDENT TRANSPORTATION | $20,000 |
| CROSSROADS CHARTER SCHOOLS | |||||||
| 1011 CENTRAL ST | KANSAS CITY | MO | 641051619 | NONE | PC | DOWNTOWN INNOVATION CAMPUS - SUMMER BUILDING RENOVATIONS | $50,000 |
| CULTURAL FESTIVALS | |||||||
| 225 S MERAMEC AVE STE 105 | ST LOUIS | MO | 63105 | NONE | PC | CREATIVE CASTLE AND PERFORMING ARTS STAGE | $15,000 |
| CULTURAL LANDSCAPE FOUNDATION | |||||||
| 1711 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20009 | NONE | PC | WHAT'S OUT THERE ST. LOUIS AND THE MISSOURI RIVER VALLEY | $10,000 |
| CULTURAL LANDSCAPE FOUNDATION | |||||||
| 1711 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20009 | NONE | PC | WHAT'S OUT THERE ST. LOUIS - ADDITIONAL SUPPORT | $5,000 |
| DONALD DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | INNOVATION FUND - ANNUAL SUPPORT | $25,000 |
| ENTREPRENEUR STARTUP BUSINESS DEVELOPMENT CORPORATION DBA ARCH GRANTS | |||||||
| 911 WASHINGTON AVE STE 415 | ST LOUIS | MO | 63101 | NONE | PC | TARGETED FUNDING OF STARTUPS AT UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN | $100,000 |
| EPISCOPAL CHURCH DIOCESE OF KANSAS | |||||||
| 835 SW POLK ST | TOPEKA | KS | 666121688 | NONE | PC | THE GARDEN PROJECT AT BETHANY PLACE | $74,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION - FEED KC FORWARD | |||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | FEED KC FORWARD | $15,000 |
| FORSYTH SCHOOL INC | |||||||
| 6235 WYDOWN BLVD | ST LOUIS | MO | 63105 | NONE | PC | ANNUAL SUPPORT | $7,000 |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $100,000 |
| GIRL SCOUTS OF EASTERN MISSOURI INC | |||||||
| 2300 BALL DR | ST LOUIS | MO | 63146 | NONE | PC | HER FUTURE IS OUR FUTURE CAMPAIGN | $500,000 |
| GOT HISTORY INC | |||||||
| 381 CANTON AVE | MILTON | MA | 02186 | NONE | PC | LEARNING COLLABORATIVE SUMMER INSTITUTE AND ADDITIONAL CURRICULUM DEVELOPMENT | $25,000 |
| GRACE AND HOLY TRINITY CATHEDRAL | |||||||
| 415 W 13TH ST | KANSAS CITY | MO | 641051350 | NONE | PC | WILLARD DIXON ART INSTALLATION | $2,040 |
| GRACE AND HOLY TRINITY CATHEDRAL | |||||||
| 415 W 13TH ST | KANSAS CITY | MO | 641051350 | NONE | PC | ANNUAL BEQUEST | $200,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION - WTKF DONOR ADVISED FUND | |||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $100,000 |
| HEARTLAND CENTER FOR JOBS AND FREEDOM INC | |||||||
| 4033 CENTRAL ST | KANSAS CITY | MO | 64109 | NONE | PC | EVICTION REPRESENTATION AND PREVENTION RAMP-UP (COVID) | $25,000 |
| HEARTLAND CENTER FOR JOBS AND FREEDOM INC | |||||||
| 4033 CENTRAL ST | KANSAS CITY | MO | 64109 | NONE | PC | EVICTION REPRESENTATION AND PREVENTION RAMP-UP (COVID) | $5,000 |
| HEARTLAND FOUNDATION DBA MOSAIC LIFE CARE FOUNDATION | |||||||
| 518 S 6TH ST | ST JOSEPH | MO | 645012225 | NONE | PC | EMPOWERU PROGRAM | $25,000 |
| HIGH ASPIRATIONS INCORPORATED | |||||||
| 6320 BROOKSIDE PLZ STE 263 | KANSAS CITY | MO | 64113 | NONE | PC | OPEN AIR PAVILION | $100,000 |
| HISTORIC KANSAS CITY FOUNDATION | |||||||
| 3401 BROADWAY BLVD PO BOX 19 | KANSAS CITY | MO | 641112403 | NONE | PC | COVID BRIDGE SUBSISTENCE SUPPORT & CHALLENGE MATCH | $25,000 |
| HISTORIC KANSAS CITY FOUNDATION | |||||||
| 3401 BROADWAY BLVD PO BOX 19 | KANSAS CITY | MO | 641112403 | NONE | PC | COVID CHALLENGE MATCH GRANT | $25,000 |
| INTERNATIONAL INSTITUTE OF METROPOLITAN ST LOUIS | |||||||
| 3401 ARSENAL ST | ST LOUIS | MO | 63118 | NONE | PC | REFUGEE RESETTLEMENT PROGRAM | $150,000 |
| ST LOUIS COMMUNITY FOUNDATION - INVEST STL | |||||||
| 2 OAK KNOLL PK | ST LOUIS | MO | 63105 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $50,000 |
| JACKSON COUNTY CASA | |||||||
| 2544 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | SPACE TO THRIVE CAPITAL CAMPAIGN | $150,000 |
| JEWISH FEDERATION OF ST LOUIS | |||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | PC | ST. LOUIS HOLOCAUST MUSEUM AND LEARNING CENTER CAMPAIGN | $50,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $2,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | VANDERSLICE HALL FEASIBILITY STUDY FOR MAIN ENTRANCE AND ADMISSIONS FERNERY | $25,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | ANNUAL BEQUEST | $250,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $30,000 |
| KANSAS CITY CHORALE | |||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | 2020/2021 SEASON SUPPORT WITH ANNUAL SPRINGSONG CONCERT UNDERWRITTEN IN MEMORY OF LAURA KEMPER FIELDS | $18,000 |
| KANSAS CITY COMMUNITY GARDENS INC | |||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | PC | GREENHOUSE EXPANSION | $19,875 |
| KANSAS CITY FRIENDS OF ALVIN AILEY | |||||||
| 1714 E 18TH ST | KANSAS CITY | MO | 64108 | NONE | PC | KCFAA FIRST FRIDAYS & COURAGEOUS CONVERSATIONS | $2,500 |
| KANSAS CITY MUSEUM FOUNDATION INC | |||||||
| 4600 E 63RD ST | KANSAS CITY | MO | 64130 | NONE | PC | MAKING A MUSEUM KC CAPITAL CAMPAIGN | $100,000 |
| KANSAS CITY PUBLIC LIBRARY | |||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | RENOVATIONS/CAPITAL IMPROVEMENTS TO NORTHEAST BRANCH | $250,000 |
| KANSAS CITY PUBLIC LIBRARY | |||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | WIKIPEDIAN IN RESIDENCE (WIR) PILOT PROGRAM | $50,000 |
| KANSAS CITY PUBLIC LIBRARY | |||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | CREATIVE WRITING INITIATIVE WITH UMKCS MFA PROGRAM IN CREATIVE WRITING | $1,500 |
| KANSAS CITY SYMPHONY | |||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | 2020/2021 SEASON SUPPORT | $200,000 |
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | NONE | PC | EXCELLENCE IN TEACHING AWARDS | $16,500 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - HALL CENTER FOR THE HUMANITIES | |||||||
| 900 SUNNYSIDE AVE | LAWRENCE | KS | 660457622 | NONE | PC | INTERDISCIPLINARY RESEARCH SEMINAR AND VISITING REGIONAL FACULTY FELLOWSHIP PROGRAMS | $25,000 |
| MID-AMERICA REGIONAL COUNCIL - KC HEALTH COLLABORATIVE | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | KANSAS CITY HEALTH EQUITY LEARNING AND ACTION NETWORK | $50,000 |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | NONE | PC | WILLIAM T. KEMPER EXCELLENCE IN TEACHING AWARDS | $25,000 |
| KOL RINAH | |||||||
| 7701 MARYLAND AVE | CLAYTON | MO | 63105 | NONE | PC | MARYLAND AVE. EARLY CHILDHOOD CENTER | $25,000 |
| LEAN LAB | |||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | PHASE II FIELD TRIPS PROJECT EXPLORABLE PLACES ENHANCEMENT | $7,110 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | DIGITIZATION PROJECT | $100,000 |
| LIBRARY FOUNDATION FOR THE BENEFIT OF ST LOUIS PUBLIC LIBRARY DBA ST LOUI | |||||||
| 1415 OLIVE ST | ST LOUIS | MO | 63103 | NONE | PC | CREATIVE EXPERIENCE TECH INSTALLATION | $50,000 |
| LYRIC OPERA OF KANSAS CITY INC | |||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 641081538 | NONE | PC | 2020/2021 SEASON SUPPORT | $40,000 |
| MAGNIFICENT MISSOURI INC | |||||||
| 12 HUNTLEIGH DOWNS | ST LOUIS | MO | 63131 | NONE | PC | CAPACITY BUILDING | $50,000 |
| MEDS & FOOD FOR KIDS | |||||||
| 8050 WATSON RD STE 355 | ST LOUIS | MO | 63119 | NONE | PC | SOLUTION SOLEIL | $200,000 |
| MID-AMERICA ARTS ALLIANCE | |||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 641081914 | NONE | PC | EXHIBITSUSA (IN MO/KS) AND SUSTAINING PARTNERSHIPS WITH ORGANIZATIONS DURING THE PANDEMIC | $35,000 |
| MID-AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | ECONOMIC VALUE ATLAS | $25,000 |
| MID-AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | DOUBLE UP HEARTLAND | $5,000 |
| MID-CONTINENT PUBLIC LIBRARY | |||||||
| 15616 E 24 HWY | INDEPENDENCE | MO | 64050 | NONE | PC | STATE OF STORIES: COMMEMORATING THE MISSOURI BICENTENNIAL | $10,000 |
| MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | NEW VISITOR CENTER | $2,500,000 |
| MISSOURI PRAIRIE FOUNDATION INC | |||||||
| PO BOX 200 | COLUMBIA | MO | 65205 | NONE | PC | LORDI MARKER PRAIRIE PROJECT | $25,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | DIRECTORS CIRCLE | $12,500 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | ART COURSE | $10,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | ANNUAL BEQUEST | $50,000 |
| NORTHLAND EARLY EDUCATION CENTER | |||||||
| 8630 N OAK TRFY | KANSAS CITY | MO | 64155 | NONE | PC | TECHNOLOGY IMPROVEMENT PLAN | $25,000 |
| OPERA THEATRE OF SAINT LOUIS | |||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | SPRING OPERAS | $65,000 |
| OPERATION BREAKTHROUGH INC | |||||||
| 3039 TROOST | KANSAS CITY | MO | 64109 | NONE | PC | GAP FUNDING FOR EARLY LEARNING COOPERATIVE CLASSROOMS (COVID) | $40,000 |
| PCS FOR PEOPLE (KANSAS CITY) | |||||||
| 3210 MICHIGAN AVE | KANSAS CITY | MO | 64109 | NONE | PC | NEW HIGH SPEED FIXED WIRELESS INTERNET FOR LOW INCOME HOUSEHOLDS | $40,000 |
| PEMBROKE HILL SCHOOL | |||||||
| 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | WARD PARKWAY CAMPUS BUILDING AND RENOVATION PROJECT | $2,000,000 |
| POLICE ATHLETIC LEAGUE OF KCKS | |||||||
| 800 N 5TH ST | KANSAS CITY | KS | 66101 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $15,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE (VILLA I TATTI) | |||||||
| 124 MT AUBURN ST 3RD FL | CAMBRIDGE | MA | 021385762 | NONE | PC | VILLA I TATTI, CENTER FOR ITALIAN RENAISSANCE STUDIES | $5,000 |
| PRO MUSICA | |||||||
| 402 S MAIN ST STE 502 | JOPLIN | MO | 648012358 | NONE | PC | ANNUAL SEASON & ARTS EDUCATION EVENTS | $6,000 |
| PROGRESS IN EDUCATION INC DBA NORTH SIDE COMMUNITY SCHOOL | |||||||
| 3033 N EUCLID AVE | ST LOUIS | MO | 63115 | NONE | PC | BEYOND EXPECTATIONS CAPITAL CAMPAIGN | $150,000 |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | CIVIC IMPACT JOURNALISM | $100,000 |
| R2 SUBSIDIARY INC DBA RIGHTFULLY SEWN | |||||||
| 1800 WYANDOTTE ST STE 204 | KANSAS CITY | MO | 64108 | NONE | PC | ATELIER EXPANSION | $30,000 |
| RADIO ARTS FOUNDATION | |||||||
| 7711 CARONDELET AVE STE 302 | ST LOUIS | MO | 63105 | NONE | PC | TECHNOLOGY FOR A NEW NORMAL | $25,000 |
| REPERTORY THEATRE OF ST LOUIS | |||||||
| 190 EDGAR ROAD PO BOX 191730 | ST LOUIS | MO | 63119 | NONE | PC | NEW IMAGINARY THEATRE COMPANY VAN | $25,000 |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | POWELL HALL RENOVATION AND EXPANSION | $1,000,000 |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | ANNUAL SUPPORT | $25,000 |
| SAINT LUKE'S FOUNDATION INC | |||||||
| 901 E 104TH STREET | KANSAS CITY | MO | 64131 | NONE | PC | STAFF APPRECIATION EFFORT | $8,500 |
| SHAWNEE MISSION MEDICAL CENTER INC DBA ADVENTHEALTH SHAWNEE MISSION | |||||||
| 7315 FRONTAGE RD STE 221 | SHAWNEE MISSION | KS | 66204 | NONE | PC | LIVING IN VITALITY DENTAL FUND | $10,000 |
| SHELDON ARTS FOUNDATION | |||||||
| 3648 WASHINGTON BLVD | ST LOUIS | MO | 63108 | NONE | PC | EDUCATION PROGRAMS | $10,000 |
| SHERWOOD CENTER FOR THE EXCEPTIONAL CHILD | |||||||
| 8030 WARD PKWY PLAZA | KANSAS CITY | MO | 64114 | NONE | PC | OPPORTUNITIES FOR A LIFETIME CAPITAL CAMPAIGN | $50,000 |
| SHOW ME KC SCHOOLS | |||||||
| 4049 PENNSYLVANIA AVE STE 301 | KANSAS CITY | MO | 64111 | NONE | PC | CITY SCHOOL FAIR PROGRAM SUPPORT | $10,000 |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | ANNUAL ALUMNI BOARD GIFT | $5,000 |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | NATIONAL PORTRAIT GALLERY | $12,500 |
| ST LOUIS AREA FOOD BANK INC | |||||||
| 70 CORPORATE WOODS DR | BRIDGETON | MO | 63044 | NONE | PC | FRESH FOOD REFRIGERATION FUND | $50,000 |
| ST LOUIS COMMUNITY FOUNDATION INCORPORATED | |||||||
| 2 OAK KNOLL PK | ST LOUIS | MO | 63105 | NONE | PC | REQUIEM FUND (COVID) | $10,000 |
| ST LOUIS COMMUNITY FOUNDATION INCORPORATED | |||||||
| 2 OAK KNOLL PK | ST LOUIS | MO | 63105 | NONE | PC | CENTER FOR CIVIC RESEARCH AND INNOVATION | $100,000 |
| ST LOUIS LANGUAGE IMMERSION SCHOOLS INC | |||||||
| 1881 PINE ST | ST LOUIS | MO | 63110 | NONE | PC | OUTDOOR PLAY AREA | $20,000 |
| ST MARY'S CHURCH KANSAS CITY | |||||||
| 1307 HOLMES ST | KANSAS CITY | MO | 64106 | NONE | PC | ORGAN/HVAC PROJECT | $88,000 |
| EPISCOPAL DIOCESE OF WEST MISSOURI - ST PAUL'S EPISCOPAL DAY SCHOOL | |||||||
| 4041 MAIN ST | KANSAS CITY | MO | 641112312 | NONE | PC | CAPITAL CAMPAIGN FOR SCHOOL RENOVATIONS | $100,000 |
| STATE HISTORICAL SOCIETY OF MISSOURI | |||||||
| 5123 HOLMES ST RM 302 NEWCOMB HALL | KANSAS CITY | MO | 641102499 | NONE | PC | RELOCATE COLLECTION TO MILLER-NICHOLS LIBRARY | $250,000 |
| STATE OF ST LOUIS FOUNDATION (GREATER ST LOUIS) | |||||||
| 211 N BROADWAY STE 1300 | ST LOUIS | MO | 63104 | NONE | PC | NEW ORGANIZATION LAUNCH | $125,000 |
| SUMMERFEST CONCERTS AND-OR RECORDINGS INC | |||||||
| PO BOX 22697 | KANSAS CITY | MO | 641130697 | NONE | PC | 2021 SEASON SUPPORT | $7,500 |
| SYNERGY SERVICES INC | |||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | NONE | PC | CHILD ADVOCACY CENTER RELOCATION | $200,000 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 943056015 | NONE | PC | KEMPER FAMILY ORIENTATION FUND - BING OVERSEAS STUDIES PROGRAM | $42,500 |
| THE CHILDREN'S PLACE INC | |||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | THE POWER OF PLACE CAPITAL CAMPAIGN | $100,000 |
| THE CHILDREN'S PLACE INC | |||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | COUNSELING CENTER OUTPATIENT SERVICES | $25,000 |
| THE HEART OF AMERICA SHAKESPEARE FESTIVAL | |||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | 2021 FESTIVAL SUPPORT | $10,000 |
| THE OPPORTUNITY TRUST | |||||||
| 4220 DUNCAN AVE STE 201 | ST LOUIS | MO | 63110 | NONE | PC | BLUEPRINT FOR BUILDING A 21ST CENTURY PUBLIC SCHOOL SYSTEM IN ST. LOUIS | $1,000,000 |
| THE RABBIT HOLE KC | |||||||
| 919 E 14TH AVE | NORTH KANSAS CITY | MO | 64116 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $250,000 |
| THE TOWER GROVE PARK FOUNDATION | |||||||
| 4256 MAGNOLIA | ST LOUIS | MO | 63110 | NONE | PC | CAMPAIGN FOR TOWER GROVE PARK | $250,000 |
| TRUMAN MEDICAL CENTER INCORPORATED DBA UNIVERSITY HEALTH | |||||||
| 2310 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | CAPITAL CAMPAIGN FOR RENOVATIONS TO THE NICU | $250,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | 50TH REUNION | $50,000 |
| TRUSTEES OF PRINCETON UNIVERSITY (ART MUSEUM) | |||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | CONTINUED SUPPORT OF THE CURATOR OF ACADEMIC PROGRAMS | $100,000 |
| TURN THE PAGE KC INC | |||||||
| 4049 PENNSYLVANIA STE 301 | KANSAS CITY | MO | 64111 | NONE | PC | OUT OF SCHOOL COLLABORATIVE SUPPORT FOR LOW-INCOME STUDENTS (COVID) | $50,000 |
| TURNER HOUSE CLINIC INC DBA VIBRANT HEALTH | |||||||
| 21 N 12TH ST STE 300 | KANSAS CITY | KS | 66102 | NONE | PC | MEEKS CLINIC CAPITAL CAMPAIGN ESTABLISH IN-HOUSE PHARMACY | $50,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - COLLEGE OF ARTS AND S | |||||||
| 108 SCOFIELD HALL 711 E 51ST ST | KANSAS CITY | MO | 64110 | NONE | PC | DIGITAL AND PUBLIC HUMANITIES INTERNSHIP | $17,926 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL | |||||||
| 202 ADMINISTRATIVE CTR 5115 OAK ST | KANSAS CITY | MO | 64112 | NONE | PC | HERITAGE HALL RENOVATION AND EXPANSION | $125,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL | |||||||
| 202 ADMINISTRATIVE CTR 5115 OAK ST | KANSAS CITY | MO | 64112 | NONE | PC | ANNUAL BEQUEST | $50,000 |
| UMKC TRUSTEES | |||||||
| 307 ADMINISTRATIVE CTR 5115 OAK ST | KANSAS CITY | MO | 641122499 | NONE | PC | TRUSTEES SCHOLAR PROGRAM | $10,000 |
| UNCOVER KC | |||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | KC FIELD TRIPS PROJECT | $15,000 |
| UNCOVER KC | |||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | KC FIELD TRIPS PROJECT | $16,375 |
| UNION STATION KANSAS CITY INC | |||||||
| 30 W PERSHING RD | KANSAS CITY | MO | 64108 | NONE | PC | AUSCHWITZ TOURING EXHIBITION | $50,000 |
| UNITED INNER CITY SERVICES | |||||||
| 2008 E 12TH ST | KANSAS CITY | MO | 64127 | NONE | PC | GAP FUNDING DUE TO COVID-19 | $40,000 |
| UNIVERSITY ACADEMY | |||||||
| 8080 WARD PKWY STE 201 | KANSAS CITY | MO | 64114 | NONE | PC | NEW TEACHER SUPPORT & DEVELOPMENT PARTNERSHIP | $12,500 |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | |||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | ANNUAL BEQUEST | $50,000 |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | |||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | WILLIAM T. KEMPER FELLOWSHIPS FOR TEACHING EXCELLENCE ADDITIONAL SUPPORT | $25,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | 2020 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $15,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | NEW CLASSICAL RADIO STATION | $400,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | 2021 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $8,400 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | EXTENSION OF MISSOURI POLITICAL COVERAGE | $50,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | 2021 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $1,600 |
| WASHINGTON UNIVERSITY | |||||||
| CAMPUS BOX 1214 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | 2020/2021 TRUSTEES ANNUAL GIVING PROGRAM | $25,000 |
| WASHINGTON UNIVERSITY (MILDRED LANE KEMPER ART MUSEUM) | |||||||
| CAMPUS BOX 1214 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | ACQUISITION/CONSERVATION FUND | $10,000 |
| WASHINGTON UNIVERSITY (MILDRED LANE KEMPER ART MUSEUM) | |||||||
| CAMPUS BOX 1214 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION | $100,000 |
| WEBSTER UNIVERSITY | |||||||
| 470 E LOCKWOOD AVE | ST LOUIS | MO | 63119 | NONE | PC | WILLIAM T. KEMPER FOUNDATION EXCELLENCE IN TEACHING AWARDS | $32,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | FRIENDS OF DAVIS MUSEUM | $5,000 |
| WILLA CATHER FOUNDATION | |||||||
| 413 N WEBSTER ST | RED CLOUD | NE | 68970 | NONE | PC | CAMPAIGN FOR THE FUTURE - ARCHIVE AND COLLECTIONS CARE | $7,000 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | 2020/2021 SEASON SUPPORT | $90,000 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | ANNUAL BEQUEST | $5,000 |
| WORNALL-MAJORS HOUSE MUSEUMS INC | |||||||
| 6115 WORNALL RD | KANSAS CITY | MO | 64113 | NONE | PC | EMERGENCY COVID FUNDING RELIEF | $10,000 |
| WRIGHT ON MAIN INC | |||||||
| 4601 MAIN ST | KANSAS CITY | MO | 64112 | NONE | PC | HISTORIC STRUCTURES REPORT | $5,000 |
| YOUTH ENTREPRENEURS INC | |||||||
| 4111 E 37TH ST N STE D101 | WICHITA | KS | 67220 | NONE | PC | CARDINAL RITTER COLLEGE PREP HIGH SCHOOL PROGRAM | $25,000 |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | |||||||
| 1111 W 39TH ST STE A128 | KANSAS CITY | MO | 64111 | NONE | PC | ORCHESTRA EDUCATION PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,721,376 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC (AMERICANS FOR OXFORD) | |||||||
| 500 5TH AVE FL 32 | NEW YORK | NY | 10110 | NONE | PC | COVID-19 EMERGENCY RESPONSE APPEAL | $10,000 |
| BARSTOW SCHOOL | |||||||
| 11511 STATE LINE RD | KANSAS CITY | MO | 64114 | NONE | PC | IDEA SPACE KC CAPITAL CAMPAIGN | $250,000 |
| ENTREPRENEUR STARTUP BUSINESS DEVELOPMENT CORPORATION DBA ARCH GRANTS | |||||||
| 911 WASHINGTON AVE STE 415 | ST LOUIS | MO | 63101 | NONE | PC | TARGETED FUNDING OF STARTUPS AT UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN | $100,000 |
| EPISCOPAL CHURCH DIOCESE OF KANSAS | |||||||
| 835 SW POLK ST | TOPEKA | KS | 666121688 | NONE | PC | THE GARDEN PROJECT AT BETHANY PLACE | $74,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | PRESERVATION AND DIGITAL ACCESS TO ARCHIVAL COLLECTIONS OVER 3 YEARS | $100,000 |
| HEARTLAND FOUNDATION DBA MOSAIC LIFE CARE FOUNDATION | |||||||
| 518 S 6TH ST | ST JOSEPH | MO | 645012225 | NONE | PC | EMPOWERU PROGRAM | $25,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE RD | ST LOUIS | MO | 631241866 | NONE | PC | JBS CENTENNIAL CAMPAIGN | $1,000,000 |
| KC HEALTH COLLABORATIVE | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | KANSAS CITY HEALTH EQUITY LEARNING AND ACTION NETWORK | $50,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - HALL CENTER FOR THE HUMANITIES | |||||||
| 900 SUNNYSIDE AVE | LAWRENCE | KS | 660457622 | NONE | PC | ORGAN ADJUNCT PROFESSOR AND ARTIST-IN-RESIDENCE OVER 3 YEARS | $31,000 |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | NONE | PC | WILLIAM T. KEMPER EXCELLENCE IN TEACHING AWARDS | $50,000 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | DIGITIZATION PROJECT | $300,000 |
| MAGNIFICENT MISSOURI INC | |||||||
| 12 HUNTLEIGH DOWNS | ST LOUIS | MO | 63131 | NONE | PC | CAPACITY BUILDING | $100,000 |
| MID-AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | ECONOMIC VALUE ATLAS | $50,000 |
| MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | NEW VISITOR CENTER | $1,750,000 |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | POWELL HALL RENOVATION AND EXPANSION | $1,000,000 |
| ST LOUIS COMMUNITY FOUNDATION INCORPORATED | |||||||
| 2 OAK KNOLL PK | ST LOUIS | MO | 63105 | NONE | PC | CENTER FOR CIVIC RESEARCH AND INNOVATION | $100,000 |
| ST MARY'S CHURCH KANSAS CITY | |||||||
| 1307 HOLMES ST | KANSAS CITY | MO | 64106 | NONE | PC | ORGAN/HVAC PROJECT | $88,000 |
| STATE OF ST LOUIS FOUNDATION (GREATER ST LOUIS) | |||||||
| 211 N BROADWAY STE 1300 | ST LOUIS | MO | 63104 | NONE | PC | NEW ORGANIZATION LAUNCH | $125,000 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 943056015 | NONE | PC | KEMPER FAMILY ORIENTATION FUND - BING OVERSEAS STUDIES PROGRAM | $127,500 |
| THE OPPORTUNITY TRUST | |||||||
| 4220 DUNCAN AVE STE 201 | ST LOUIS | MO | 63110 | NONE | PC | BLUEPRINT FOR BUILDING A 21ST CENTURY PUBLIC SCHOOL SYSTEM IN ST. LOUIS | $1,000,000 |
| THE RABBIT HOLE KC | |||||||
| 919 E 14TH AVE | NORTH KANSAS CITY | MO | 64116 | NONE | PC | CAPITAL CAMPAIGN SUPPORT | $250,000 |
| TRUSTEES OF PRINCETON UNIVERSITY (ART MUSEUM) | |||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | CONTINUED SUPPORT OF THE CURATOR OF ACADEMIC PROGRAMS | $100,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - COLLEGE OF ARTS AND S | |||||||
| 108 SCOFIELD HALL 711 E 51ST ST | KANSAS CITY | MO | 64110 | NONE | PC | DIGITAL AND PUBLIC HUMANITIES INTERNSHIP | $420,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL | |||||||
| 202 ADMINISTRATIVE CTR 5115 OAK ST | KANSAS CITY | MO | 64112 | NONE | PC | HERITAGE HALL RENOVATION AND EXPANSION | $125,000 |
| UNCOVER KC | |||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | KC FIELD TRIPS PROJECT | $16,375 |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | |||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | WILLIAM T. KEMPER FELLOWSHIPS FOR TEACHING EXCELLENCE ADDITIONAL SUPPORT | $25,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | 2021 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $5,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | EXTENSION OF MISSOURI POLITICAL COVERAGE | $25,000 |
| WASHINGTON UNIVERSITY (MILDRED LANE KEMPER ART MUSEUM) | |||||||
| CAMPUS BOX 1214 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION | $200,000 |
| WASHINGTON UNIVERSITY (MILDRED LANE KEMPER ART MUSEUM) | |||||||
| CAMPUS BOX 1214 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | THE OUTWIN 2019: AMERICAN PORTRAITURE TODAY | $88,900 |
| WILLIAM JEWELL COLLEGE | |||||||
| 500 COLLEGE HILL | LIBERTY | MO | 64068 | NONE | PC | CAMPUS ART WALK | $75,000 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | 2021/2022 SEASON SUPPORT | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,750,775 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,443,706 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,825 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,459,948 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,154,307 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| MINERAL INCOME | 15 | $6,170 | |
| TAX REFUNDS | |||
| OTHER INVESTMENT INCOME | 525990 | ||
| VENDOR REFUND | $100 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,064,290 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,825 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,092,115 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INTEREST INCOME FROM MUNICIPAL BONDS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ALICE G OGG TRUST UNDER WILL | |
| 501(C)(4) | COMMON TRUSTEE |
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(C)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(C)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(C)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(C)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF CEMETERY | |
| 501(C)(13) | COMMON TRUSTEE |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (84 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY NT 2.875% 10/15/27 | $745,395 | $800,850 |
| ACE INA HOLDINGS NT 3.15% 3/15/25 | $782,649 | $825,507 |
| ADC 2021-1A CL A2 1.937% 8/15/46 | $500,000 | $497,440 |
| AESOP 2020-1A CL A 2.33% 8/20/26 | $899,702 | $926,457 |
| AMERIPRISE FINL NT 2.875% 9/15/26 | $649,305 | $689,033 |
| APPLE INC NT 2.4% 5/3/23 | $814,666 | $878,983 |
| ASCENSION HEALTH NT 3.945% 11/15/46 | $756,006 | $921,951 |
| BAKER HUGHES NT 4.08% 12/15/47 | $454,955 | $570,805 |
| BALTIMORE G & E NT 2.4% 8/15/26 | $598,200 | $623,358 |
| BANK OF AMERICA NT V/R 2/7/30 | $425,000 | $472,303 |
| BANK OF MONTREAL CA NT 2.55% 11/6/22 | $754,463 | $765,158 |
| BANK OF NY MELLON NT 0.75% 1/28/26 | $898,065 | $879,786 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $483,835 | $581,232 |
| BERKSHIRE HATHAWAY NT 3% 2/11/23 | $431,320 | $448,424 |
| BK OF AMER NT V/R 10/24/31 | $205,000 | $195,515 |
| BMW US CAPITAL LLC NT 3.95% 8/14/28 | $748,830 | $843,473 |
| BP CAP MKTS NT 3.224% 4/14/24 | $430,628 | $462,484 |
| BRANCH BANKING NT 2.15% 12/6/24 | $499,150 | $516,630 |
| BRISTOL-MYERS NT 2.6% 5/16/22 | $897,579 | $911,340 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $595,194 | $714,084 |
| CANADIAN IMPRL BK NT 2.55% 6/16/22 | $719,330 | $730,037 |
| CANADIAN NATL RAIL NT 4.45% 1/20/49 | $649,909 | $843,161 |
| CDP FINANCIAL NT 3.15% 7/24/24 | $498,130 | $531,310 |
| CHARLES SCHWAB NT 0.9% 3/11/26 | $898,902 | $883,350 |
| CUMMINS INC NT 2.6% 9/1/50 | $774,836 | $745,610 |
| DIAGEO CAPITAL PLC NT 2.625% 4/29/23 | $399,020 | $410,352 |
| DRB 2017-A CL A2B 2.85% 5/27/42 | $88,950 | $89,895 |
| EATON VANCE NT 3.5% 4/6/27 | $707,387 | $767,262 |
| ENTERGY MISSISSIPPI NT 3.1% 7/1/23 | $541,183 | $562,053 |
| EQUITABLE FINL LIFE NT 1% 1/9/26 | $908,808 | $886,367 |
| GLAXOSMITHKLINE NT 3.875% 5/15/28 | $789,008 | $847,290 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $370,000 | $423,180 |
| HENRY J KAISER FMY NT 3.356% 12/1/25 | $660,000 | $679,041 |
| HSBC HOLDINGS NT 6.1% 1/14/42 | $405,781 | $474,593 |
| HYDRO QUEBEC NT 8.05% 7/07/24 | $53,908 | $47,379 |
| IHSFR 2018-SFR2 CL A V/R 6/17/37 | $596,566 | $596,846 |
| JOHN DEERE NT 2.65% 6/24/24 | $947,255 | $975,356 |
| JPMORGAN CHASE NT 5.5% 10/15/40 | $557,564 | $612,000 |
| KEY BANK NT 2.3% 9/14/22 | $499,885 | $508,510 |
| LNSTR 2017-5 CL A2 2.776% 3/10/50 | $372,299 | $372,514 |
| LOEWS CORP NT 3.75% 4/1/26 | $70,403 | $76,406 |
| MASSMUTUAL GL FDNG NT 2.5% 10/17/22 | $439,305 | $448,334 |
| MASTERCARD INC NT 2% 3/3/25 | $897,830 | $926,172 |
| MET LIFE GLOB NT 3.45% 12/18/26 | $505,095 | $542,965 |
| METLIFE INC NT 4.05% 3/1/45 | $298,503 | $361,851 |
| MORGAN STANLEY NT 2.75% 5/19/22 | $498,955 | $506,500 |
| NATIONAL SECS NT 0.4% 12/7/23 | $799,000 | $795,752 |
| NATL RURAL UTIL COOP NT 3.9% 11/1/28 | $700,722 | $738,533 |
| NAVSL 2015-AA CL A2A 2.65% 12/15/28 | $123,123 | $124,908 |
| NESTLE HOLDINGS NT 3.625% 9/24/28 | $746,384 | $836,715 |
| NRZT 2017-1A CL A1 V/R 2/25/57 | $208,647 | $215,198 |
| NUVEEN LLC NT 4% 11/1/28 | $720,672 | $818,271 |
| NY LIFE GLOBAL FNDG NT 2.3% 6/10/22 | $748,523 | $759,150 |
| ORACLE CORP NT 6.125% 7/8/39 | $496,670 | $681,220 |
| PNC FIN NT 3.15% 5/19/27 | $654,743 | $729,918 |
| PROG 2019-SFR2 CL A 3.147% 5/17/36 | $991,181 | $996,382 |
| PROTECTIVE LIFE NT 1.082% 6/9/23 | $1,000,000 | $1,006,980 |
| SCHLUMBERGER INV NT 3.65% 12/1/23 | $686,140 | $684,879 |
| SDCP 2021-1 CL A2 1.881% 6/20/46 | $450,000 | $446,766 |
| SEACO 2021-2A CL A 1.95% 8/17/41 | $883,242 | $880,250 |
| SHELL INTL FIN NT 3.25% 5/11/25 | $658,171 | $695,156 |
| SIEMENS FING NT 6.125% 8/17/26 | $477,416 | $484,452 |
| SMB 2021-B CL A 1.31% 7/17/51 | $718,852 | $718,652 |
| SOFI 2018-C CL A2FX 3.59% 1/25/48 | $442,983 | $456,021 |
| SRFC 2021-1A CL A 0.99% 11/20/37 | $351,368 | $349,324 |
| STATE STREET NT V/R 11/1/25 | $850,000 | $882,343 |
| STEAM 2021-1A CL A 2.25% 2/28/51 | $483,605 | $481,218 |
| STRYKER CORP NT 3.375% 5/15/24 | $495,620 | $527,995 |
| TEACHERS INS NT 4.27% 5/15/47 | $637,495 | $612,750 |
| TIF 2020-1A CL A 2.09% 8/20/45 | $455,635 | $454,396 |
| TOSCO CORP NT 8.125% 2/15/30 | $292,226 | $318,929 |
| TOYOTA MOTOR CORP NT 0.35% 10/14/22 | $499,555 | $500,145 |
| TOYOTA MTR CRED NT 2.625% 1/10/23 | $422,335 | $435,850 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $352,602 | $409,101 |
| TRL 2019-1A CL A 3.82% 4/17/49 | $201,144 | $207,575 |
| TRL 2020-2A CL A2 2.56% 11/19/27 | $899,754 | $909,075 |
| TRP 2021-1 CL A 2.07% 6/19/51 | $894,900 | $889,350 |
| UNION ELEC NT 2.95% 3/15/30 | $911,444 | $858,713 |
| US BANCORP NT 2.4% 7/30/24 | $749,265 | $779,460 |
| US BANK CINCINNATI NT 1.95% 1/9/23 | $399,664 | $407,036 |
| VBTOW 2020-1A CL C2 3.031% 6/15/50 | $450,000 | $465,876 |
| WELLS FARGO BK NT 6.5% 12/1/28 | $742,044 | $735,582 |
| WFCM 2017-RC1 CL A2 3.118% 1/15/60 | $99,582 | $97,134 |
| WW GRAINGER NT 3.75% 5/15/46 | $417,152 | $493,584 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (155 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $643,445 | $563,735 |
| ABBOTT LABS | $251,566 | $368,625 |
| ABIOMED INC | $140,062 | $157,719 |
| AGILENT TECHNOLOGIES INC | $218,180 | $479,557 |
| ALPHABET INC CL A | $226,818 | $1,939,403 |
| AMAZON COM INC | $507,470 | $2,225,804 |
| AMGEN INC | $677,292 | $816,497 |
| AMPHENOL CORP CL-A | $227,349 | $543,915 |
| ANSYS INC | $193,662 | $483,965 |
| APPLE INC | $196,497 | $3,607,184 |
| ARCHER DANIELS MIDLAND | $369,066 | $618,631 |
| AUTODESK INC | $348,312 | $403,365 |
| BALL CORP | $272,211 | $290,449 |
| BEST BUY INC | $128,187 | $183,971 |
| BIO-TECHNE CORP | $34,987 | $175,423 |
| BOOZ ALLEN HAMILTON HOLDING | $133,612 | $179,800 |
| BROADRIDGE FINANCIAL SOL | $283,254 | $495,088 |
| BRUNSWICK CORPORATION | $161,597 | $152,668 |
| C H ROBINSON WORLDWIDE INC | $163,485 | $185,251 |
| CADENCE DESIGN SYSTEMS INC | $184,093 | $559,145 |
| CARDINAL HEALTH INC | $736,088 | $684,639 |
| CATERPILLAR INC | $411,781 | $604,890 |
| CDW CORP/DE | $339,931 | $445,160 |
| CHARTER COMMUNICATIONS INC A | $327,853 | $313,824 |
| CHEMED CORP | $125,710 | $168,788 |
| CHEVRON CORPORATION | $1,273,280 | $1,524,434 |
| CHIPOTLE MEXICAN GRILL INC CLASS A | $93,144 | $160,113 |
| CHURCH & DWIGHT CO INC | $99,164 | $176,904 |
| CISCO SYSTEM INC | $359,266 | $572,573 |
| CME GROUP INC | $332,768 | $496,238 |
| COGNEX CORP | $312,018 | $473,862 |
| COLUMBIA SPORTSWEAR CO | $162,556 | $166,144 |
| COPART INC | $267,983 | $330,768 |
| CORESITE REALTY CORP | $139,510 | $165,254 |
| COSTAR GROUP INC | $86,322 | $159,193 |
| CVS HEALTH CORPORATION | $391,968 | $591,926 |
| DOLLAR GENERAL CORP | $186,880 | $367,723 |
| DOMINION ENERGY INC | $747,098 | $834,850 |
| DOMINOS PIZZA INC | $91,795 | $161,360 |
| DONALDSON INC | $140,718 | $168,928 |
| DROPBOX INC | $110,609 | $163,884 |
| DUKE ENERGY CORP | $749,260 | $852,294 |
| EASTMAN CHEM CO | $443,352 | $589,850 |
| EATON CORP PLC | $318,305 | $598,079 |
| EBAY INC | $259,677 | $384,751 |
| EMERSON ELECTRIC CO | $273,441 | $563,143 |
| ENTEGRIS INC | $93,010 | $189,349 |
| EPAM SYSTEMS INC | $67,657 | $185,141 |
| EURONET SVCS INC | $171,236 | $147,530 |
| EXTRA SPACE STORAGE INC | $77,502 | $179,607 |
| FACTSET RESEARCH SYSTEMS INC | $84,185 | $197,531 |
| FISERV INC | $141,829 | $313,691 |
| FIVE BELOW INC | $177,444 | $178,557 |
| FLEETCOR TECHNOLOGIES INC | $480,221 | $444,101 |
| FLOOR & DECOR HOLDINGS INC | $377,698 | $513,778 |
| FMC CORP | $179,177 | $155,627 |
| GENERAL DYNAMICS CORP | $399,637 | $585,948 |
| GENPACT LIMITED | $133,660 | $167,790 |
| GENUINE PARTS CO | $416,131 | $595,895 |
| GLOBUS MEDICAL INC-A | $166,832 | $166,687 |
| GRACO INC | $63,054 | $162,765 |
| GUARDANT HEALTH INC | $111,943 | $148,907 |
| HANESBRANDS INC | $445,555 | $523,384 |
| HOME DEPOT INC | $514,001 | $1,126,372 |
| HUNT(JB)TRANS SVCS INC | $122,337 | $195,218 |
| ILLINOIS TOOL WORKS INC | $675,210 | $978,702 |
| INTERNATIONAL BUSINESS MACHINES | $494,139 | $527,922 |
| INTERNATIONAL PAPER CO | $432,920 | $502,660 |
| INTERPUBLIC | $265,410 | $561,715 |
| IPG PHOTONICS CORP | $159,976 | $154,240 |
| IQVIA HOLDINGS INC | $96,024 | $175,151 |
| JACK HENRY & ASSOCIATES INC | $294,918 | $462,814 |
| JOHNSON AND JOHNSON | $389,681 | $668,622 |
| JP MORGAN CHASE & CO | $399,663 | $1,094,092 |
| LABORATORY CRP OF AMER HLDGS | $101,317 | $162,166 |
| LAMB WESTON HOLDINGS INC | $168,166 | $156,367 |
| LANDSTAR SYSTEM INC | $81,112 | $183,721 |
| LAUDER ESTEE COS INC CL A | $63,077 | $351,898 |
| MASTERCARD INCORPORATED CLASS A | $47,845 | $348,941 |
| MATCH GROUP INC | $117,745 | $158,319 |
| MCDONALDS CORP | $532,447 | $958,873 |
| MEDTRONIC PLC | $576,327 | $527,983 |
| MERCK & CO INC | $527,544 | $867,733 |
| METLIFE INC | $590,824 | $750,146 |
| METTLER-TOLEDO INTL INC | $105,518 | $503,499 |
| MICROSOFT CORP | $573,618 | $3,808,656 |
| MONOLITHIC POWER SYSTEMS INC | $59,061 | $181,284 |
| MORGAN STANLEY, DEAN WITTER & CO. | $349,504 | $724,085 |
| MORNINGSTAR INC | $45,498 | $197,969 |
| MSCI INC-A | $32,825 | $176,193 |
| NETAPP INC | $395,541 | $458,109 |
| NETFLIX.COM INC | $291,645 | $421,089 |
| NIKE INC CLASS B | $194,236 | $374,730 |
| NORDSON CORP | $86,149 | $179,218 |
| NORTHERN TRUST CORP | $398,906 | $635,502 |
| NORTONLIFELOCK INC | $160,850 | $158,172 |
| NVIDIA CORP | $273,077 | $775,958 |
| NXP SEMICONDUCTORS NV | $373,612 | $349,496 |
| ONEOK INC | $571,571 | $658,785 |
| PALO ALTO NETWORKS INC | $249,491 | $580,363 |
| PAYCHEX INC | $264,367 | $832,140 |
| PAYPAL HOLDINGS INC | $184,681 | $344,233 |
| PEGASYSTEMS INC | $180,299 | $152,555 |
| PENUMBRA INC | $108,377 | $167,313 |
| PEPSICO INC | $633,860 | $995,456 |
| PFIZER INC | $259,140 | $565,340 |
| POLARIS INC | $185,029 | $160,355 |
| POOL CORPORATION | $58,018 | $177,730 |
| PRINCIPAL FINANCIAL GROUP | $374,601 | $609,177 |
| PROCTER & GAMBLE CO | $425,508 | $591,979 |
| PTC INC | $96,812 | $176,380 |
| PUBLIC STORAGE | $603,352 | $978,270 |
| RAYMOND JAMES FINL INC | $285,083 | $324,558 |
| REPLIGEN CORP | $74,019 | $171,395 |
| ROCKWELL AUTOMATION INC | $320,465 | $542,980 |
| ROLLINS INCORPORATED | $233,807 | $435,020 |
| RPM INC OHIO | $263,902 | $513,608 |
| SCOTTS MIRACLE-GRO COMPANY | $529,353 | $452,803 |
| SERVICENOW INC | $271,886 | $390,746 |
| SHERWIN WILLIAMS CO | $83,748 | $389,430 |
| SITEONE LANDSCAPE SUPPLY INC | $139,430 | $196,192 |
| SKYWORKS SOLUTIONS INC | $466,251 | $441,223 |
| SONOCO PRODS CO | $385,005 | $546,469 |
| STARBUCKS CORP | $169,108 | $326,696 |
| STRYKER CORP | $94,794 | $351,212 |
| SYLVAMO CORP | $1 | $25,907 |
| SYNOPSYS INC | $46,494 | $169,922 |
| T ROWE PRICE GROUP INC | $355,735 | $1,131,029 |
| TAKE-TWO INTERACTIVE SOFTWARE INC | $500,234 | $548,430 |
| TELEFLEX INC | $179,391 | $158,838 |
| TERADYNE INC | $113,956 | $190,771 |
| TESLA MOTORS INC | $383,562 | $1,052,730 |
| TEXAS INSTRUMENTS INC | $558,078 | $918,652 |
| THE HERSHEY COMPANY | $129,002 | $168,336 |
| THERMO FISHER CORP | $89,322 | $405,165 |
| TORO CO | $36,312 | $154,184 |
| TRACTOR SUPPLY COMPANY | $81,636 | $182,423 |
| TRUIST FINANCIAL CORP | $534,883 | $810,829 |
| TYLER TECHNOLOGIES INC | $92,989 | $198,275 |
| UNION PACIFIC CORP | $292,998 | $420,036 |
| UNITED PARCEL SERVICE B | $417,468 | $654,286 |
| UNITEDHEALTH GROUP INC | $146,926 | $405,214 |
| US BANCORP | $564,701 | $731,383 |
| V F CORP | $530,518 | $477,364 |
| VEEVA SYSTEMS INC-CLASS A | $168,016 | $177,526 |
| VERIZON COMMUNICATIONS | $761,219 | $829,294 |
| VISA INC CLASS A SHARES | $72,008 | $454,247 |
| WASTE MGMT INC DEL | $121,734 | $381,347 |
| WEST PHARMACEUTICAL SVCS INC | $36,657 | $163,354 |
| WORKDAY INC-CLASS A | $323,885 | $392,923 |
| WP CAREY INC | $506,948 | $571,771 |
| ZEBRA TECHNOLOGIES CORP CL A | $55,405 | $157,515 |
| ZOETIS INC | $223,352 | $383,755 |
| ZYNGA INC | $91,673 | $112,582 |
| META PLATFORMS INC | $330,036 | $980,417 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,128,356 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,849,517 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,531,271 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,488,560 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INTM TERM INV G-ADM | AT COST | $2,000,334 | $2,047,090 |
| 2560 ACRES KNOWN AS NYMEYER PROPERTY | AT COST | $1 | $13,440 |
| ARTISAN MID CAP FUND-INS | AT COST | $3,033,873 | $4,169,140 |
| BDT CAPITAL PARTNERS 3 | AT COST | $6,500,000 | $8,312,640 |
| BDT CAPITAL PARTNERS FUND II | AT COST | $10,435,159 | $14,727,366 |
| BDT CAPITAL PARTNERS FUND II - COST ADJUSTMENT | AT COST | $285,359 | $0 |
| CULTIVATION CAP GEOSPATIAL TECH LP | AT COST | $100,000 | $100,000 |
| CULTIVATION CAPITAL TECH FUND II | AT COST | $500,000 | $500,000 |
| CULTIVATION CAPITAL TECH FUND III | AT COST | $365,000 | $365,000 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $4,242,164 | $5,834,568 |
| FIDELITY MID CAP VAL INDX | AT COST | $10,625,726 | $12,771,343 |
| ISHARES RUSSELL 1000 GROWTH ETF | AT COST | $397,395 | $429,120 |
| ISHARES RUSSELL 2000 GROWTH ETF | AT COST | $1,226,321 | $6,743,258 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $4,390,537 | $10,321,217 |
| ISHARES RUSSELL MIDCAP VALUE ETF | AT COST | $5,326,787 | $16,859,632 |
| KEMPER FOUNDATION MINERAL VALUE | AT COST | $1 | $47,942 |
| LOTS REFERRED TO AS CULP PROPERTIES | AT COST | $5,640 | $102 |
| MAKENA CAPITAL BLOCKER Y CAYMAN | AT COST | $1,885,804 | $1,318,076 |
| MAKENA CAPITAL BLOCKER Y CAYMAN - COST ADJUSTMENT | AT COST | $101,394 | $0 |
| MAKENA CAPITAL SPLITTER X | AT COST | $16,751,543 | $8,550,459 |
| MAKENA CAPITAL SPLITTER X - COST ADJUSTMENT | AT COST | $685,544 | $0 |
| MFS RESEARCH INTERNAT R6 | AT COST | $7,733,976 | $11,675,421 |
| T ROWE PR NEW HORIZONS-I | AT COST | $2,273,884 | $3,070,342 |
| TIAA-CREF INSTL INTL EQ IN-I | AT COST | $6,512,237 | $9,210,607 |
| TIAA-CREF L/C GROW INDX-INST | AT COST | $13,989,773 | $31,682,316 |
| TIAA-CREF L/C VAL INDX-INST | AT COST | $27,903,284 | $35,063,977 |
| VANGUARD DEV MK INDX FD ADM SHRS | AT COST | $8,102,896 | $10,462,737 |
| VANGUARD FTSE EMERGING MARKETS-ETF | AT COST | $11,041,272 | $14,654,672 |
| VARIOUS MINERAL ASSETS | AT COST | $48 | $48 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $114,093 | BOYBookValueAmt |
| EOY Book Value | $114,093 | EOYBookValueAmt |
| EOYFMV | $110,175 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (29 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $177 | $0 | $177 |
| POSTAGE | $494 | $0 | $494 |
| DUES & SUBSCRIPTIONS | $1,392 | $0 | $1,392 |
| PROFESSIONAL DEVELOPMENT | $826 | $0 | $826 |
| ART APPRAISAL | $900 | $0 | $900 |
| FEES APPLICABLE TO TAX EXEMPT INCOME | $0 | -$773 | $0 |
| MAKENA K-1 INTEREST EXPENSE | $0 | $7,846 | $0 |
| MAKENA K-1 ROYALTY DEDUCTIONS | $0 | $2,431 | $0 |
| MAKENA K-1-SECTION 59(E)(2) EXPENDITURES | $0 | -$11,129 | $0 |
| MAKENA K-1 PORTFOLIO DEDUCTIONS | $0 | $839 | $0 |
| MAKENA K-1 OTHER DEDUCTIONS | $0 | $205,650 | $0 |
| BDT II K-1 PORTFOLIO DEDUCTIONS | $0 | $165,663 | $0 |
| BDT II K-1 INTEREST EXPENSE-INVESTMENT | $0 | $19 | $0 |
| BDT III K-1 PORTFOLIO DEDUCTIONS | $0 | $145,317 | $0 |
| BDT III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $7 | $0 |
| BDT SPIRITS K-1 PORTFOLIO DEDUCTIONS | $0 | $624 | $0 |
| CULTIVATION CAPITAL II K-1 PORTFOLIO DEDUCTIONS | $0 | $180 | $0 |
| CULTIVATION CAPITAL II K-1 SECTION 59(E)(2) DEDUCTION | $0 | $18 | $0 |
| CULTIVATION CAPITAL II K-1 INTEREST EXPENSE-INVESTMENT | $0 | $3 | $0 |
| CULTIVATION CAPITAL II K-1 OTHER DEDUCTIONS | $0 | $408 | $0 |
| CULTIVATION CAPITAL III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $129 | $0 |
| CULTIVATION CAPITAL III K-1 PORTFOLIO DEDUCTIONS | $0 | $41 | $0 |
| CULTIVATION CAPITAL III K-1 SECTION 59(E)(2) DEDUCTIONS | $0 | $3 | $0 |
| CULTIVATION CAPITAL III K-1 OTHER DEDUCTIONS | $0 | $10,915 | $0 |
| O&G HANDLING/TRANSPORTATION | $0 | $962 | $0 |
| O&G MANAGEMENT FEE | $0 | $663 | $0 |
| O&G PROPERTY FEE | $0 | $1,575 | $0 |
| O&G TRANSFER ORDER FEE | $0 | $80 | $0 |
| REAL ESTATE EXPENSE | $188 | $188 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAKENA K-1 BUSINESS INCOME | $0 | -$8,977 | $0 |
| MAKENA K-1 ROYALTIES | $0 | $9,672 | $0 |
| MAKENA K-1 CANCELLATION OF DEBT INCOME | $0 | $37,498 | $0 |
| MAKENA K-1 NET OTHER INCOME | $0 | $46,771 | $0 |
| MAKENA K-1 OTHER PORTFOLIO INCOME | $0 | -$23,203 | $0 |
| MAKENA K-1 RENTAL INCOME | $0 | -$33,806 | $0 |
| BDT II K-1 OTHER PORTFOLIO INCOME | $0 | $47,749 | $0 |
| BDT III K-1 OTHER PORTFOLIO INCOME | $0 | $214 | $0 |
| CULTIVATION CAPITAL II K-1 BUSINESS INCOME | $0 | -$199 | $0 |
| CULTIVATION CAPITAL III K-1 BUSINESS INCOME | $0 | -$20 | $0 |
| CULTIVATION CAPITAL II K-1 ROYALTIES | $0 | $4 | $0 |
| MAKENA K-1 DISTRIBUTION | $11,672,507 | $0 | $11,672,507 |
| MAKENA K-1 BUSINESS INCOME | $0 | $0 | $0 |
| BDT K-1 DISTRIBUTION | $691,293 | $0 | $691,293 |
| BDT K-1 BUSINESS INCOME | $0 | $0 | $0 |
| CULTIVATION CAPITAL K-1 DISTRIBUTION | $96,148 | $0 | $96,148 |
| CULTIVATION CAPITAL K-1 BUSINESS INCOME | $0 | $0 | $0 |
| MINERAL INCOME | $6,170 | $11,049 | $6,170 |
| VENDOR REFUND | $100 | $100 | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BDT MANAGEMENT FEES | $229,411 | $0 | $0 |
| GKCCF FEES | $83 | $0 | $83 |
| INVESTMENT FEES | $118 | $118 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS FOR 990-PF | $120,000 | $0 | $0 |
| EXCISE TAXES | $70,000 | $0 | $0 |
| MAKENA K-1 FOREIGN TAXES | $0 | $5,383 | $0 |
| STATE TAXES | $1,334 | $0 | $0 |
| FOREIGN TAXES | $147 | $147 | $0 |
| RE TAXES | $8 | $8 | $0 |
| RE PRODUCTION TAXES | $0 | $788 | $0 |
| RE AD VALOREM | $0 | $111 | $0 |
Comments