WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T: Form 990PF, tax year 2019
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- Organization
- WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T (EIN 43-6345116)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-10
- IRS object ID
- 202102539349100205
- Schema version
- 2019v5.2
- 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 | 2021-09-10T09:57:10-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | 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 | 8162342568 | 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 | 8162342568 | PhoneNum |
| Signature | 2021-09-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $313,673,163 | 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 | $6,641,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,323,004 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $45 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $45 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $45 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $903,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,589,199 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,580,224 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,023,569 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,099 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,568,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,974,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,018,118 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $577,434 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $440,684 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $294,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150,623 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,985 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,994 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,994 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,699 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $517,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,071 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,469,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,097,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $445,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,680,901 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,404,492 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,150,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,097,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,850,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,418,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,876,952 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,292,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,683,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,683,100 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $18,006,417 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,249,716 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,036,960 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,282,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,267,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,405,571 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,905,803 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,414,261 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,528,301 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $9,640,500 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $10,591,518 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $10,854,848 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $135,958,981 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $130,576,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,081,997 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $114,093 | OtherAssetsBOYAmt |
| Other Assets EOY | $114,093 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $82,386 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $264,201,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,896,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $313,673,163 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $21,643,864 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,919,463 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $21,643,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,919,463 | 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 | $242,557,401 | RetainedEarningBOYAmt |
| Retained Earning EOY | $244,976,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $242,557,401 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $244,976,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264,201,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $260,896,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $242,557,401 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,418,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $811 | OtherIncreasesAmt |
| Subtotal | $244,976,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $244,976,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $70,872,390 | $69,968,639 | $903,751 | $903,751 |
| MAKENA ST K-1 GAINS | $9,344 | $9,344 | $9,344 | |
| MAKENA LT K-1 GAINS | $338,501 | $338,501 | $338,501 | |
| MAKENA K-1 SECTION 1231 | $63,617 | $63,617 | $63,617 | |
| MAKENA K-1 SECTION 1256 | $2,975 | $2,975 | $2,975 | |
| CULTIVATION CAPITAL LT K-1 GAINS | $94 | -$94 | -$94 | |
| BDT II LT K-1 GAINS | $302,372 | $302,372 | $302,372 | |
| MAKENA K-1 UBTI | $40,242 | -$40,242 | -$40,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,580,224 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,527,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $302,288,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,484,625 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $312,318,495 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049580 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,961,328 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $296,724,576 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047051 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,938,154 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $285,959,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048742 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,173,963 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $288,677,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038707 | DistributionYr5Rt |
| Total Distribution | 0.232138 | TotalDistributionRt |
| Average Distribution | 0.046428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $310,402,415 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,411,363 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78,770 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,490,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,850,241 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $78,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $291,131 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $361,131 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $282,361 | OverpaymentAmt |
| Applied To ES Tax | $282,361 | 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 | 0 | 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 | 8162342568 | 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 | $577,434 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 118 WEST 47TH ST | KANSAS CITY | MO | 64112 | CORP TRUSTEE | 10.00 | $64,159 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 118 WEST 47TH ST | KANSAS CITY | MO | 64112 | CORP TRUSTEE | 40.00 | $376,525 | $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 | $270,715,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,722,338 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,691,964 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $315,129,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $315,129,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,726,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $310,402,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,520,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,520,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,770 | TotalTaxAmt |
| Distributable Before Adj | $15,441,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,441,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,441,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,850,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,850,241 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78,770 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,771,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,441,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,142,294 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,850,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,142,294 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $707,947 | 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 | $14,733,404 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADMIE LAFAYETTE | ||||||||
| 201 E ARMOUR BLVD | KANSAS CITY | MO | 641111205 | NONE | PC | PHASE 2 OF THE K-12 GROWTH PLAN CAPITAL CAMPAIGN | $75,000 | |
| AFTER THE HARVEST | ||||||||
| 406 W 34TH ST STE 816 | KANSAS CITY | MO | 64111 | NONE | PC | COVID-19 RESPONSE | $10,000 | |
| ALPHAPOINTE | ||||||||
| 7501 PROSPECT AVE | KANSAS CITY | MO | 64132 | NONE | PC | ACTIVITIES OF DAILY LIVING APARTMENT REMODEL | $22,500 | |
| AMERICAN PUBLIC SQUARE INC | ||||||||
| 300 E 39TH ST 4F | KANSAS CITY | MO | 64111 | NONE | PC | AT THE SQUARE DIGITAL CONTENT HUB | $15,000 | |
| 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 | |
| ARCH CITY DEFENDERS INC | ||||||||
| 1210 LOCUST ST | ST LOUIS | MO | 63103 | NONE | PC | CAPACITY BUILDING INITIATIVES | $50,000 | |
| BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI | ||||||||
| 501 N GRAND BLVD STE 100 | ST LOUIS | MO | 63103 | NONE | PC | EMPOWER YOUNG DREAMS CAMPAIGN | $220,000 | |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | ||||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | ANNUAL BEQUEST | $500 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | LEGACY CAMPAIGN | $100,000 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | LEGACY CAMPAIGN | $100,000 | |
| BOYS CLUB OF GREATER KANSAS CITY | ||||||||
| 4001 BLUE PARKWAY STE 102 | KANSAS CITY | MO | 64130 | NONE | PC | SCHOOL YEAR COVID-19 RESPONSE IN THE CLUBS | $100,000 | |
| CARDINAL RITTER COLLEGE PREP | ||||||||
| 701 N SPRING AVE | ST LOUIS | MO | 63108 | NONE | PC | ATHLETIC FIELD & WEIGHT ROOM RENOVATIONS | $500,000 | |
| CENTER OF CREATIVE ARTS | ||||||||
| 524 TRINITY AVE | SAINT LOUIS | MO | 631304314 | NONE | PC | FACILITY ACQUISITION | $125,000 | |
| CHARLOTTE STREET FOUNDATION | ||||||||
| PO BOX 10263 | KANSAS CITY | MO | 641710263 | NONE | PC | CHARLOTTE STREET HQ CAPITAL CAMPAIGN | $50,000 | |
| CITY GARDEN MONTESSORI SCHOOL | ||||||||
| 1618 TOWER GROVE AVE | ST LOUIS | MO | 63110 | NONE | PC | MONTESSORI PRESCHOOL | $20,000 | |
| CLAYTON CENTURY FOUNDATION DBA CLAYTON COMMUNITY FOUNDATION | ||||||||
| 10 N BEMISTON | CLAYTON | MO | 63105 | NONE | PC | THE COMMONS AT SHAW PARK | $90,000 | |
| COMMUNITY CAPITAL FUND | ||||||||
| 3200 WAYNE AVE | KANSAS CITY | MO | 64109 | NONE | PC | NEIGHBORHOODS RISING FUND | $15,000 | |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | ||||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION IN RESPONSE TO COVID-19 | $10,000 | |
| CONNECTING FOR GOOD INC | ||||||||
| 3210 MICHIGAN AVE | KANSAS CITY | MO | 64109 | NONE | PC | CAPITAL IMPROVEMENTS TO RESTORE WAREHOUSE | $30,000 | |
| CONNECTING FOR GOOD INC | ||||||||
| 3210 MICHIGAN AVE | KANSAS CITY | MO | 64109 | NONE | PC | INCREASED STAFFING NEEDS FOR FEDERAL RESERVE BANK LAPTOP CHALLENGE (COVID-19) | $10,000 | |
| CREDIT AND HOMEOWNERSHIP EMPOWERMENT SERVICES | ||||||||
| 3125 GILLHAM PLZ | KANSAS CITY | MO | 64109 | NONE | PC | HOME RETENTION PROGRAM (COVID-19) | $25,000 | |
| CRISTO REY KANSAS CITY HIGH SCHOOL | ||||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SAFE AND DEPENDABLE STUDENT TRANSPORTATION | $20,000 | |
| CULTURAL FESTIVALS | ||||||||
| 225 S MERAMEC AVE STE 105 | ST LOUIS | MO | 63105 | NONE | PC | CREATIVE CASTLE | $15,000 | |
| DEEP ROOTS KC INC | ||||||||
| PO BOX 32131 | KANSAS CITY | MO | 64111 | NONE | PC | PRESENTING SPONSOR OF PLAN IT NATIVE 2020 | $15,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | DONALD DANFORTH SOCIETY ANNUAL SUPPORT | $1,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | AGTECH NEXT CONFERENCE SERIES | $25,000 | |
| DONALD DANFORTH PLANT SCIENCE CENTER | ||||||||
| 975 N WARSON RD | ST LOUIS | MO | 63132 | NONE | PC | INNOVATION FUND - ANNUAL SUPPORT | $25,000 | |
| DOWNTOWN KANSAS CITY CIVIC VENTURES | ||||||||
| 1000 WALNUT STE 200 | KANSAS CITY | MO | 64106 | NONE | PC | DOWNTOWN COMMUNITY SERVICES CENTER PIPELINE RECONFIGURATION AND DRYWALL REPAIR (COVID RESPONSE) | $10,167 | |
| EISENHOWER FOUNDATION | ||||||||
| PO BOX 295 | ABILENE | KS | 67410 | NONE | PC | IKEDUCATION VIRTUAL CLASSROOM MATCHING CHALLENGE GRANT CAMPAIGN | $5,000 | |
| 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 | |
| EPEC INC DBA THE GROOMING PROJECT | ||||||||
| 5829 TROOST AVE STE B | KANSAS CITY | MO | 641103143 | NONE | PC | TRANSITIONAL HOUSING AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $50,000 | |
| FAIR ST LOUIS FOUNDATION | ||||||||
| 301 PROSPECT | ST LOUIS | MO | 63110 | NONE | PC | SUPPORT FOR FAIR SAINT LOUIS | $5,500 | |
| FOSTER ADOPT CONNECT INC | ||||||||
| 18600 E 37TH TERR S | INDEPENDENCE | MO | 64057 | NONE | PC | SHORT-TERM IT SUPPORT (COVID RESPONSE) | $10,000 | |
| FRENCH HERITAGE SOCIETY INC | ||||||||
| 14 E 60TH ST STE 605 | NEW YORK | NY | 10022 | NONE | PC | FORT DE CHARTRES LAND GATE RESTORATION | $6,000 | |
| FRIENDS OF CHAMBER MUSIC | ||||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | 2019/2020 INTERNATIONAL CHAMBER MUSIC SERIES AND USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $100,000 | |
| GATEWAY GREENING INC | ||||||||
| 2211 WASHINGTON AVE STE 200 | ST LOUIS | MO | 63103 | NONE | PC | GLOBAL FARM | $15,000 | |
| 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 | ||||||||
| 55 IRVING ST | BROOKLINE | MA | 02445 | NONE | PC | CURRICULUM DEVELOPMENT - COMMUNITY PACKAGE FOR PREPARING OUR YOUNG PEOPLE AS CITIZENS FOR TOMORROW | $10,000 | |
| GRACE AND HOLY TRINITY CATHEDRAL | ||||||||
| 415 W 13TH ST | KANSAS CITY | MO | 641051350 | NONE | PC | ANNUAL BEQUEST | $200,000 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | KC COVID-19 FUND (COVID RESPONSE) | $50,000 | |
| HAPPYBOTTOMS | ||||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | COVID-19 EMERGENCY DIAPER DISTRIBUTION (COVID RESPONSE) | $10,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | PRESERVATION AND DIGITAL ACCESS TO ARCHIVAL COLLECTIONS | $50,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | WILD ABOUT HARRY 2020 | $18,000 | |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | ||||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | STAY TRU CAPITAL CAMPAIGN | $300,000 | |
| HAWTHORN LEADERSHIP SCHOOL FOR GIRLS | ||||||||
| 1901 N KINGSHIGHWAY BLVD | ST LOUIS | MO | 63113 | NONE | PC | EMERGENCY REPAIRS | $38,000 | |
| HISTORIC KANSAS CITY FOUNDATION | ||||||||
| 234 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | 2019 ANNUAL APPEAL | $5,000 | |
| KANBES MARKETS | ||||||||
| 3119 TERRACE ST | KANSAS CITY | MO | 64111 | NONE | PC | EXPANSION OF THE HEALTHY CORNER STORES PROGRAM (COVID RESPONSE) | $15,000 | |
| 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 | 641082430 | 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 CHAPTER OF YOUNG AUDIENCES INC | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | FIELD TRIPS INITIATIVE | $15,000 | |
| KANSAS CITY CHORALE | ||||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | 2019/2020 SEASON SUPPORT WITH ANNUAL SPRING SONG CONCERT AT THE NELSON UNDERWRITTEN IN MEMORY OF LAURA KEMPER FIELDS | $25,000 | |
| KANSAS CITY POLICE OFFICERS MEMORIAL FOUNDATION | ||||||||
| 527 W 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | REGIONAL LAW ENFORCEMENT MEMORIAL GARDEN | $2,500 | |
| 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 | CERTIFICATION OF TEN ADDITIONAL NOTARIES | $1,500 | |
| KANSAS CITY PUBLIC LIBRARY | ||||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | DIGITAL EQUITY COLLECTIVE IMPACT PROJECT MANAGEMENT | $2,000 | |
| 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 | ||||||||
| 1703 WYANDOTTE ST STE 200 | KANSAS CITY | MO | 64108 | NONE | PC | 2019/2020 SEASON SUPPORT | $200,000 | |
| KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 641061453 | NONE | PC | INSTALLATION OF THE TSUTAKAWA FOUNTAIN | $50,000 | |
| KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 641061453 | NONE | PC | ADDITIONAL SUPPORT FOR LEADING THE WAY CAMPAIGN - BUILD A STATE-OF-THE-ART CENTER FOR MEDICAL SIMULATION OVER 5 YEARS | $150,000 | |
| KANSAS CITY UNIVERSITY OF MEDICINE AND BIOSCIENCES | ||||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 641061453 | NONE | PC | ADDITIONAL SUPPORT FOR LEADING THE WAY CAMPAIGN - BUILD A STATE-OF-THE-ART CENTER FOR MEDICAL SIMULATION OVER 5 YEARS | $150,000 | |
| KANSAS STATE UNIVERSITY FOUNDATION | ||||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | NONE | PC | EXCELLENCE IN TEACHING AWARDS | $13,500 | |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - HALL CENTER FOR THE HUMANITIES | ||||||||
| 900 SUNNYSIDE AVE | LAWRENCE | KS | 660457622 | NONE | PC | HALL CENTER'S SEMINAR SERIES AND THE VISITING REGIONAL FACULTY FELLOWSHIPS | $25,000 | |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - SCHOOL OF MUSIC | ||||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | NONE | PC | ORGAN ADJUNCT PROFESSOR AND ARTIST-IN-RESIDENCE | $31,000 | |
| KC CAN COMPOST | ||||||||
| 4747 TROOST AVE 207 | 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 | $15,000 | |
| KIPP ST LOUIS | ||||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | NONE | PC | EXCELLENCE IN EDUCATION TEACHING AWARDS | $20,000 | |
| LEAN LAB | ||||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | FIELD TRIP INNOVATION PILOT PROJECT (PHASE 1) | $15,000 | |
| LEVELUP KIDS INC | ||||||||
| 5416 NE ANTIOCH RD | KANSAS CITY | MO | 64119 | NONE | PC | COVID-19 EQUIPMENT AND SUPPLIES | $6,000 | |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | ||||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | DIGITIZATION PROJECT | $100,000 | |
| LYRIC OPERA OF KANSAS CITY INC | ||||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 641081538 | NONE | PC | 2019/2020 SEASON SUPPORT | $40,000 | |
| MAGNIFICENT MISSOURI INC | ||||||||
| 12 HUNTLEIGH DOWNS | ST LOUIS | MO | 63131 | NONE | PC | CAPACITY BUILDING | $50,000 | |
| MID-AMERICA ARTS ALLIANCE | ||||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 641081914 | NONE | PC | EXHIBITSUSA (EXHIBITS IN MISSOURI & KANSAS) | $35,000 | |
| MID-AMERICA REGIONAL COUNCIL | ||||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | PROMOTION OF 2020 CENSUS TO ACHIEVE A COMPLETE COUNT | $15,000 | |
| MINDDRIVE INCORPORATED | ||||||||
| 2615 HOLMES ST | KANSAS CITY | MO | 64108 | NONE | PC | CAPACITY BUILDING | $25,000 | |
| MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES | ||||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | NEW VISITOR CENTER | $1,750,000 | |
| NATIONAL COLLEGE ADVISING CORPS INC | ||||||||
| 301 W BARBEE CHAPEL RD STE 210 | CHAPEL HILL | NC | 27517 | NONE | PC | ROOTED MISSOURI PILOT PROGRAM | $250,000 | |
| NATIONAL MAIN STREET CENTER INC | ||||||||
| 53 W JACKSON BLVD STE 350 | CHICAGO | IL | 60604 | NONE | PC | BASS FOUNDATION NEW MEMBER INITIATIVE CHALLENGE ADDITIONAL SUPPORT | $20,000 | |
| NATIONAL MUSEUM OF TOYS AND MINIATURES FUND | ||||||||
| 5235 OAK ST | KANSAS CITY | MO | 64112 | NONE | PC | T/M INTRODUCTION VIDEO | $14,400 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES | ||||||||
| THE WATERGATE OFFICE BLDG 2600 | WASHINGTON | DC | 20037 | NONE | PC | THE NATIONAL TRUST RESILIENCY FUND | $25,000 | VIRGINIA AVE NW STE 1100 |
| NATURE CONSERVANCY (KANSAS CHAPTER) | ||||||||
| 2420 NW BUTTON RD | TOPEKA | KS | 66618 | NONE | PC | URBAN WATER INITIATIVES IN THE KANSAS CITY METROPOLITAN AREA | $50,000 | |
| NAVY LEAGUE OF THE UNITED STATES ST LOUIS COUNCIL | ||||||||
| 7750 MARYLAND AVE PO BOX 50347 | ST LOUIS | MO | 63105 | NONE | PC | USS ST. LOUIS COMMISSIONING | $50,000 | |
| NELSON GALLERY FOUNDATION | ||||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | ANNUAL BEQUEST | $50,000 | |
| OPERA THEATRE OF SAINT LOUIS | ||||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | SPRING OPERAS | $65,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| WORNALL CAMPUS 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | WARD PARKWAY CAMPUS BUILDING AND RENOVATION PROJECT | $2,000,000 | |
| POLICE FOUNDATION OF KANSAS CITY | ||||||||
| PO BOX 25198 | KANSAS CITY | MO | 64119 | NONE | PC | KCPD BODY CAMERAS | $80,000 | |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | ||||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | CIVIC IMPACT JOURNALISM | $100,000 | |
| REGIONAL BUSINESS COUNCIL | ||||||||
| 7701 FORSYTH BLVD STE 205 | ST LOUIS | MO | 631051818 | NONE | PC | URBAN LEAGUE FOOD DISTRIBUTION PROJECT (COVID RESPONSE) | $12,500 | |
| SAINT LOUIS SYMPHONY ORCHESTRA | ||||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | ANNUAL SUPPORT | $25,000 | |
| SCHOOL SMART KC INC | ||||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | KC SCHOOLS TECHNOLOGY AND CONNECTIVITY ACCESS FUND (COVID-19) | $20,000 | |
| 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 | |
| SHEFFIELD PLACE | ||||||||
| 6604 E 12TH ST | KANSAS CITY | MO | 64126 | NONE | PC | SECURITY & ACCESS CONTROL SYSTEM FOR NEWLY ACQUIRED AND RENOVATED TRANSITIONAL LIVING FACILITY | $19,655 | |
| SHELDON ARTS FOUNDATION | ||||||||
| 3648 WASHINGTON BLVD | ST LOUIS | MO | 63108 | NONE | PC | SHOW ME 200: A MUSICAL CELEBRATION OF THE MISSOURI BICENTENNIAL | $25,000 | |
| 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 | |
| SMITHSONIAN INSTITUTE | ||||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | IN HONOR OF DAVID KEMPER'S BOARD SERVICE | $12,500 | |
| SSM HEALTH FOUNDATION ST LOUIS | ||||||||
| 12312 OLIVE BLVD STE 100 | ST LOUIS | MO | 63141 | NONE | PC | SAINT LOUIS UNIVERSITY HOSPITAL REPLACEMENT PROJECT CAMPAIGN | $25,000 | |
| ST LOUIS ART MUSEUM FOUNDATION | ||||||||
| 1 FINE ARTS DR FOREST PARK | ST LOUIS | MO | 63110 | NONE | PC | ART ALONG THE RIVERS: A BICENTENNIAL CELEBRATION | $100,000 | |
| ST LOUIS COMMUNITY FOUNDATION INCORPORATED | ||||||||
| 2 OAK KNOLL PK | ST LOUIS | MO | 63105 | NONE | PC | INVEST STL | $83,334 | |
| 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 REGIONAL CRIME COMMISSION | ||||||||
| 7900 FORSYTH RM 120B | ST LOUIS | MO | 63105 | NONE | PC | VACANCY PROJECT IN HAYDEN'S RECTANGLE | $50,000 | |
| ST LOUIS REGIONAL PUBLIC MEDIA INC | ||||||||
| 3655 OLIVE ST | ST LOUIS | MO | 63108 | NONE | PC | JACK GALMICHE PUBLIC MEDIA COMMONS | $10,000 | |
| ST MARGARET OF SCOTLAND SCHOOL | ||||||||
| 3964 CASTLEMAN AVE | ST LOUIS | MO | 63110 | NONE | PC | TECHNOLOGY UPGRADES | $100,000 | |
| ST MARY'S EPISCOPAL CHURCH | ||||||||
| 1307 HOLMES ST | KANSAS CITY | MO | 64106 | NONE | PC | ORGAN/HVAC PROJECT | $88,000 | |
| 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 | |
| SUPPORT KANSAS CITY INC | ||||||||
| 5960 DEARBORN STE 200 | MISSION | KS | 66202 | NONE | SO I | IMPACTED CLIENT FINANCIAL ASSISTANCE IN RESPONSE TO COVID-19 | $20,000 | |
| THE BEACON | ||||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | LAUNCHING THE BEACON | $25,000 | |
| THE CHILDRENS PLACE INC | ||||||||
| 2 E 59TH ST | KANSAS CITY | MO | 64113 | NONE | PC | CLINICAL SERVICES PROGRAM | $23,486 | |
| THE CHILDRENS PLACE INC | ||||||||
| 2 E 59TH ST | KANSAS CITY | MO | 64113 | NONE | PC | THE POWER OF PLACE CAPITAL CAMPAIGN | $100,000 | |
| THE HEART OF AMERICA SHAKESPEARE FESTIVAL | ||||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | NONE | PC | 2020 FESTIVAL SUPPORT AND FY20 UNRESTRICTED | $10,000 | |
| THE LAUNCHCODE FOUNDATION | ||||||||
| 4811 DELMAR BLVD | ST LOUIS | MO | 63108 | NONE | PC | LAUNCHCODE TECHFORCE CENTER INITIATIVE | $100,000 | |
| THE MARFAN FOUNDATION INC | ||||||||
| 22 MANHASSET AVE | PORT WASHINGTON | NY | 11050 | NONE | PC | HEARTWORKS ST. LOUIS | $1,000 | |
| 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 TOWER GROVE PARK FOUNDATION | ||||||||
| 4256 MAGNOLIA | ST LOUIS | MO | 63110 | NONE | PC | CAMPAIGN FOR TOWER GROVE PARK | $250,000 | |
| TRUE LIGHT FAMILY RESOURCE CENTER | ||||||||
| 712 E 31ST ST | KANSAS CITY | MO | 64109 | NONE | PC | CAPITAL IMPROVEMENTS | $21,100 | |
| 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 | WILLIAM T. KEMPER ASSOCIATE TEACHER PROFESSOR IN DIGITAL HUMANITIES | $100,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL | ||||||||
| 202 ADMINISTRATIVE CTR 5115 OAK ST | KANSAS CITY | MO | 64112 | NONE | PC | ANNUAL BEQUEST | $50,000 | |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - INNOVATION CENTER) | ||||||||
| 4747 TROOST AVE | KANSAS CITY | MO | 64110 | NONE | PC | ENERGIZING SMALL BUSINESSES IN THE MIDST OF COVID-19 | $25,000 | |
| UMKC TRUSTEES | ||||||||
| 307 ADMINISTRATIVE CTR 5115 OAK ST | KANSAS CITY | MO | 641122499 | NONE | PC | TRUSTEES' SCHOLARS PROGRAM | $10,000 | |
| UNITED WAY OF GREATER ST LOUIS INC | ||||||||
| 910 N 11TH ST | ST LOUIS | MO | 63101 | NONE | PC | ALEXIS DE TOCQUEVILLE SOCIETY | $5,000 | |
| UNITED WAY OF GREATER ST LOUIS INC | ||||||||
| 910 N 11TH ST | ST LOUIS | MO | 63101 | NONE | PC | ALEXIS DE TOCQUEVILLE SOCIETY | $9,000 | |
| UNITY SCHOOL OF CHRISTIANITY | ||||||||
| 1901 NW BLUE PKWY | UNITY VILLAGE | MO | 640650001 | NONE | PC | VISION 2020 CAMPAIGN - RESTORATION OF THE CHARLES R. FILLMORE LAKE AND DAM | $50,000 | |
| UNIVERSITY ACADEMY | ||||||||
| 8080 WARD PKWY STE 201 | KANSAS CITY | MO | 64114 | NONE | PC | NEW TEACHER SUPPORT & DEVELOPMENT PARTNERSHIP | $12,500 | |
| UNIVERSITY OF MISSOURI-COLUMBIA - MISSOURI SCHOOL OF JOURNALISM | ||||||||
| 407 REYNOLDS ALUMNI CENTER - | COLUMBIA | MO | 65211 | NONE | PC | THE WATCHDOG WRITERS GROUP | $50,000 | UNIVERSITY OF MISSOURI |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | ||||||||
| 306 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | NONE | PC | ANNUAL BEQUEST | $50,000 | |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | ||||||||
| 306 REYNOLDS ALUMNI CENTER | 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 | 64110 | NONE | PC | EXPANDED COVERAGE OF MISSOURI POLITICS | $50,000 | |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | ||||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | 2020 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $10,000 | |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | ||||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | NEW CLASSICAL RADIO STATION | $400,000 | |
| URBAN LEAGUE OF METROPOLITAN ST LOUIS | ||||||||
| 1408 N KINGSHIGHWAY SUITE 211 | ST LOUIS | MO | 63113 | NONE | PC | 102ND ANNUAL DINNER | $20,000 | |
| VILLAGE SHALOM INC | ||||||||
| 5500 W 123RD ST | OVERLAND PARK | KS | 66209 | NONE | PC | A DEFINING MOMENT CAPITAL CAMPAIGN | $20,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | ST LOUIS | MO | 63130 | NONE | PC | WRIGHTON TRIBUTE FUND | $25,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | ST LOUIS | MO | 63130 | NONE | PC | 2019/2020 TRUSTEES ANNUAL GIVING PROGRAM | $25,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | ST LOUIS | MO | 63130 | NONE | PC | COVID-19 RESPONSE RESEARCH | $100,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | ST LOUIS | MO | 63130 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXPANSION | $1,000,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | ST LOUIS | MO | 63130 | NONE | PC | THE OUTWIN 2019: AMERICAN PORTRAITURE TODAY | $150,000 | |
| WASHINGTON UNIVERSITY - MILDRED LANE KEMPER ART MUSEUM | ||||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | 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 | $30,000 | |
| WEPOWER | ||||||||
| 4220 DUNCAN AVENUE | ST LOUIS | MO | 63110 | NONE | PC | REIMAGINING EARLY CHILDHOOD EDUCATION PLAYBOOK RELEASE | $25,000 | |
| WILLIAM ALLEN WHITE FOUNDATION INC | ||||||||
| 1246 W CAMPUS RD | LAWRENCE | KS | 660457505 | NONE | PC | ADDITIONAL EDITING OF THE WILLIAM ALLEN WHITE DOCUMENTARY | $34,000 | |
| WILLIAM JEWELL COLLEGE - (HARRIMAN-JEWELL SERIES) | ||||||||
| CAMPUS BOX 1015 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | 2019/2020 SEASON SUPPORT | $90,000 | |
| WILLIAM JEWELL COLLEGE - (HARRIMAN-JEWELL SERIES) | ||||||||
| CAMPUS BOX 1015 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | ANNUAL BEQUEST | $5,000 | |
| WOMENS EMPLOYMENT NETWORK | ||||||||
| 4328 MADISON AVE | KANSAS CITY | MO | 64111 | NONE | PC | FURNITURE AND OFFICE EQUIPMENT | $13,350 | |
| WONDERSCOPE INC | ||||||||
| 5700 KING ST | SHAWNEE | KS | 66203 | NONE | PC | CAPITAL CAMPAIGN FOR NEW MUSEUM FACILITY AND EXHIBITS | $100,000 | |
| WORNALL-MAJORS HOUSE MUSEUMS INC | ||||||||
| 6115 WORNALL RD | KANSAS CITY | MO | 64113 | NONE | PC | EMERGENCY COVID FUNDING RELIEF | $10,000 | |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | ||||||||
| 1111 W 39TH ST STE A128 | KANSAS CITY | MO | 64108 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,404,492 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (45 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 |
| AMELIA EARHART HANGER MUSEUM | |||||||
| PO BOX 126 | ATCHISON | KS | 66002 | NONE | PC | EXHIBIT FABRICATION AND INSTALLATION | $40,000 |
| AMERICANS FOR OXFORD INC AMERICANS FOR OXFORD | |||||||
| 500 5TH AVE FL 32 | NEW YORK | NY | 10110 | NONE | PC | COVID-19 EMERGENCY RESPONSE APPEAL | $30,000 |
| CRISTO REY KANSAS CITY HIGH SCHOOL | |||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | SAFE AND DEPENDABLE STUDENT TRANSPORTATION | $20,000 |
| 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 | $200,000 |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | GENERAL OPERATING SUPPORT | $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 |
| HARRY S TRUMAN LIBRARY INSTITUTE FOR NATIONAL & INTERNATIONAL AFFAIRS | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | PRESERVATION AND DIGITAL ACCESS TO ARCHIVAL COLLECTIONS | $100,000 |
| HIGH ASPIRATIONS INCORPORATED | |||||||
| 6320 BROOKSIDE PLZ STE 263 | KANSAS CITY | MO | 641131709 | NONE | PC | OPEN AIR PAVILION | $100,000 |
| HISTORIC KANSAS CITY FOUNDATION | |||||||
| 234 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | COVID BRIDGE SUBSISTENCE SUPPORT & CHALLENGE MATCH | $25,000 |
| KANSAS CITY CHAPTER OF YOUNG AUDIENCES INC | |||||||
| 3732 MAIN ST | KANSAS CITY | MO | 64111 | PC | FIELD TRIP INNOVATION PILOT PROJECT | $31,063 | |
| 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 UNIVERSITY ENDOWMENT ASSOC - SCHOOL OF MUSIC | |||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | NONE | PC | ORGAN ADJUNCT PROFESSOR AND ARTIST-IN-RESIDENCE | $31,000 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | DIGITIZATION PROJECT | $400,000 |
| MAGNIFICENT MISSOURI INC | |||||||
| 12 HUNTLEIGH DOWNS | ST LOUIS | MO | 63131 | NONE | PC | CAPACITY BUILDING | $150,000 |
| MID-AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | DOUBLE UP HEARTLAND | $5,000 |
| MID-AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | ECONOMIC VALUE ATLAS | $75,000 |
| MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | NEW VISITOR CENTER | $4,250,000 |
| OPERA THEATRE OF SAINT LOUIS | |||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | SPRING OPERAS | $65,000 |
| PEMBROKE HILL SCHOOL | |||||||
| WORNALL CAMPUS 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | WARD PARKWAY CAMPUS BUILDING AND RENOVATION PROJECT | $2,000,000 |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | CIVIC IMPACT JOURNALISM | $100,000 |
| 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 |
| ST LOUIS COMMUNITY FOUNDATION INCORPORATED | |||||||
| 2 OAK KNOLL PK | ST LOUIS | MO | 63105 | NONE | PC | CENTER FOR CIVIC RESEARCH AND INNOVATION | $200,000 |
| ST LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | POWELL HALL RENOVATION AND EXPANSION | $2,000,000 |
| ST MARY'S EPISCOPAL CHURCH | |||||||
| 1307 HOLMES ST | KANSAS CITY | MO | 64106 | NONE | PC | ORGAN/HVAC PROJECT | $176,000 |
| 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 |
| THE BEACON | |||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | LAUNCHING THE BEACON | $25,000 |
| THE CHILDRENS PLACE INC | |||||||
| 2 E 59TH ST | KANSAS CITY | MO | 64113 | NONE | PC | THE POWER OF PLACE CAPITAL CAMPAIGN | $100,000 |
| 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 | $2,000,000 |
| THE TOWER GROVE PARK FOUNDATION | |||||||
| 4256 MAGNOLIA | ST LOUIS | MO | 63110 | NONE | PC | CAMPAIGN FOR TOWER GROVE PARK | $250,000 |
| TRUMAN MEDICAL CENTER | |||||||
| 2310 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | CAPITAL CAMPAIGN FOR RENOVATIONS TO THE NICU | $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 | $200,000 |
| 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 | WILLIAM T. KEMPER ASSOCIATE TEACHER PROFESSOR IN DIGITAL HUMANITIES | $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 | $250,000 |
| UNIVERSITY ACADEMY | |||||||
| 8080 WARD PKWY STE 201 | KANSAS CITY | MO | 64114 | NONE | PC | NEW TEACHER SUPPORT & DEVELOPMENT PARTNERSHIP | $12,500 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | NEW CLASSICAL RADIO STATION | $400,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | 2020 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $15,000 |
| WASHINGTON UNIVERSITY - MILDRED LANE KEMPER ART MUSEUM | |||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | ST LOUIS | MO | 63130 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION | $300,000 |
| WASHINGTON UNIVERSITY - MILDRED LANE KEMPER ART MUSEUM | |||||||
| ONE BROOKINGS DR CAMPUS BOX 1214 | ST LOUIS | MO | 63130 | NONE | PC | THE OUTWIN 2019: AMERICAN PORTRAITURE TODAY | $88,900 |
| WILLIAM JEWELL COLLEGE | |||||||
| CAMPUS BOX 1015 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | CAMPUS ART WALK | $75,000 |
| WILLIAM JEWELL COLLEGE - (HARRIMAN-JEWELL SERIES) | |||||||
| CAMPUS BOX 1015 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | 2019/2020 SEASON SUPPORT | $90,000 |
| WORNALL-MAJORS HOUSE MUSEUMS INC | |||||||
| 6115 WORNALL RD | KANSAS CITY | MO | 64113 | NONE | PC | EMERGENCY COVID FUNDING RELIEF | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,919,463 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,613,686 | 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 | $45 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,145,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $903,751 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| MINERAL INCOME | 15 | $8,096 | ||
| TAX REFUNDS | $422 | |||
| OTHER INVESTMENT INCOME | 525990 | -$130,449 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$130,449 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,671,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,825 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,568,876 | 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 (91 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY NT 2.875% 10/15/27 | $745,395 | $829,913 |
| ACE INA HOLDINGS NT 3.15% 3/15/25 | $782,649 | $852,221 |
| AESOP 2015-2A CL A 2.63% 12/20/21 | $173,295 | $173,614 |
| AESOP 2020-1A CL A 2.33% 8/20/26 | $899,702 | $920,917 |
| AMERIPRISE FINL NT 2.875% 9/15/26 | $649,305 | $713,661 |
| APPLE INC NT 2.4% 5/3/23 | $814,666 | $897,801 |
| ARSI 2004-W8 CL A2 V/R 5/25/34 | $35,761 | $36,109 |
| ASCENSION HEALTH NT 3.945% 11/15/46 | $756,006 | $891,855 |
| BAKER HUGHES NT 4.08% 12/15/47 | $454,955 | $497,255 |
| BALTIMORE G & E NT 2.4% 8/15/26 | $598,200 | $644,838 |
| BANK NY MELLON NT 2.5% 4/15/21 | $629,376 | $634,782 |
| BANK OF AMERICA NT V/R 2/7/30 | $425,000 | $490,548 |
| BANK OF MONTREAL CA NT 2.55% 11/6/22 | $754,463 | $779,775 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $483,835 | $549,955 |
| BERKSHIRE HATHAWAY NT 3% 2/11/23 | $431,320 | $461,505 |
| BK OF AMER NT V/R 10/24/31 | $205,000 | $203,303 |
| BMW US CAPITAL LLC NT 3.95% 8/14/28 | $748,830 | $855,345 |
| BP CAP MKTS NT 3.224% 4/14/24 | $430,628 | $472,846 |
| BRANCH BANKING NT 2.15% 12/6/24 | $499,150 | $528,440 |
| BRISTOL-MYERS NT 2.6% 5/16/22 | $897,579 | $931,086 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $595,194 | $713,670 |
| CANADIAN IMPRL BK NT 2.55% 6/16/22 | $719,330 | $747,173 |
| CANADIAN NATL RAIL NT 4.45% 1/20/49 | $649,909 | $870,981 |
| CDP FINANCIAL NT 3.15% 7/24/24 | $498,130 | $547,600 |
| CUMMINS INC NT 2.6% 9/1/50 | $774,836 | $745,423 |
| DIAGEO CAPITAL PLC NT 2.625% 4/29/23 | $399,020 | $419,188 |
| DRB 2017-A CL A2B 2.85% 5/27/42 | $298,961 | $303,823 |
| EATON VANCE NT 3.5% 4/6/27 | $707,387 | $790,784 |
| ENTERGY MISSISSIPPI NT 3.1% 7/1/23 | $541,183 | $576,501 |
| FLORIDA PWR CORP NT 5.65% 4/1/40 | $685,730 | $910,641 |
| FLORIDA PWR NT 3.15% 10/1/49 | $556,433 | $625,229 |
| GEORGIA PWR NT 2.4% 4/1/21 | $239,146 | $241,630 |
| GLAXOSMITHKLINE NT 3.875% 5/15/28 | $789,008 | $881,618 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $370,000 | $401,742 |
| HENRY J KAISER FMY NT 3.356% 12/1/25 | $660,000 | $695,211 |
| HSBC HOLDINGS NT 6.1% 1/14/42 | $405,781 | $475,731 |
| HYDRO QUEBEC NT 8.05% 7/07/24 | $53,908 | $50,345 |
| IHSFR 2018-SFR2 CL A V/R 6/17/37 | $605,813 | $603,150 |
| JACKSON NATL LIFE NT 2.1% 10/25/21 | $499,695 | $508,765 |
| JOHN DEERE NT 2.65% 6/24/24 | $947,256 | $995,788 |
| JPMORGAN CHASE NT 5.5% 10/15/40 | $557,564 | $644,740 |
| KEY BANK NT 2.3% 9/14/22 | $499,885 | $518,265 |
| LNSTR 2017-5 CL A2 2.776% 3/10/50 | $623,888 | $632,420 |
| LOEWS CORP NT 3.75% 4/1/26 | $70,403 | $79,742 |
| MASSMUTUAL GL FDNG NT 2.5% 10/17/22 | $439,305 | $458,392 |
| MASTERCARD INC NT 2% 3/3/25 | $897,831 | $953,269 |
| MET LIFE GLOB NT 3.45% 12/18/26 | $505,095 | $569,060 |
| METLIFE INC NT 4.05% 3/1/45 | $298,503 | $362,904 |
| MORGAN STANLEY NT 2.75% 5/19/22 | $498,955 | $517,805 |
| NATL RURAL UTIL COOP NT 3.9% 11/1/28 | $700,722 | $775,883 |
| NAVSL 2015-AA CL A2A 2.65% 12/15/28 | $197,873 | $201,049 |
| NESTLE HOLDINGS NT 3.625% 9/24/28 | $746,385 | $872,985 |
| NEVADA POWER NT 6.75% 7/1/37 | $641,045 | $720,941 |
| NRZT 2017-1A CL A1 V/R 2/25/57 | $282,580 | $296,929 |
| NUVEEN LLC NT 4% 11/1/28 | $720,672 | $853,760 |
| NY LIFE GLOBAL FNDG NT 2.3% 6/10/22 | $748,523 | $773,205 |
| ONE GAS INC NT 3.61% 2/1/24 | $500,000 | $542,180 |
| ORACLE CORP NT 6.125% 7/8/39 | $496,670 | $742,750 |
| PNC FIN NT 3.15% 5/19/27 | $654,743 | $752,828 |
| PROCTER & GAMBLE NT 1.85% 2/2/21 | $629,880 | $632,608 |
| PROG 2019-SFR2 CL A 3.147% 5/17/36 | $993,287 | $1,018,408 |
| PROTECTIVE LIFE NT 1.082% 6/9/23 | $1,000,000 | $1,012,968 |
| SCHLUMBERGER INV NT 3.65% 12/1/23 | $686,140 | $699,329 |
| SCLP 2018-3 CL A2 3.67% 8/25/27 | $152,313 | $153,690 |
| SHELL INTL FIN NT 3.25% 5/11/25 | $658,171 | $718,868 |
| SIEMENS FING NT 6.125% 8/17/26 | $477,416 | $514,416 |
| SOFI 2015-B CL A2 2.51% 9/27/32 | $71,034 | $71,192 |
| SOFI 2018-C CL A2FX 3.59% 1/25/48 | $749,636 | $790,421 |
| SOUTH CAROLINA NT 6.625% 2/1/32 | $533,817 | $644,139 |
| STATE STREET NT V/R 11/1/25 | $850,000 | $899,895 |
| STRYKER CORP NT 3.375% 5/15/24 | $495,620 | $542,705 |
| TEACHERS INS NT 4.27% 5/15/47 | $637,495 | $586,260 |
| TIF 2020-1A CL A 2.09% 8/20/45 | $493,535 | $494,119 |
| TMCL 2019-1A CL A 3.96% 4/20/44 | $219,928 | $223,051 |
| TOSCO CORP NT 8.125% 2/15/30 | $292,226 | $324,803 |
| TOYOTA MOTOR CORP NT 0.35% 10/14/22 | $499,555 | $500,080 |
| TOYOTA MTR CRED NT 2.625% 1/10/23 | $422,335 | $445,455 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $352,602 | $399,724 |
| TRL 2019-1A CL A 3.82% 4/17/49 | $210,505 | $218,467 |
| UNION ELEC NT 2.95% 3/15/30 | $911,444 | $902,065 |
| US BANCORP NT 2.4% 7/30/24 | $749,265 | $796,253 |
| US BANK CINCINNATI NT 1.95% 1/9/23 | $399,664 | $413,308 |
| USAA CAPITAL NT 2% 6/1/21 | $599,346 | $605,976 |
| VANGUARD INTM TERM INV G-ADM | $2,000,334 | $2,148,733 |
| VBTOW 2020-1A CL C2 3.031% 6/15/50 | $450,000 | $466,994 |
| WELLS FARGO BK NT 6.5% 12/1/28 | $742,044 | $749,076 |
| WFCM 2017-RC1 CL A2 3.118% 1/15/60 | $656,545 | $650,371 |
| WFRBS 2012-C7 CL A1 2.3% 6/15/45 | $3,374 | $3,339 |
| WI PUBLIC SERV NT 3.3% 9/1/49 | $824,051 | $893,030 |
| WW GRAINGER NT 3.75% 5/15/46 | $417,152 | $467,951 |
| XILINX INC NT 2.95% 6/1/24 | $743,070 | $800,738 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (156 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $522,614 | $399,900 |
| ABBOTT LABS | $310,441 | $397,316 |
| AGILENT TECHNOLOGIES INC | $395,484 | $557,922 |
| AKAMAI TECHNOLOGIES INC | $101,447 | $124,607 |
| ALNYLAM PHARMACEUTICALS INC | $152,765 | $133,422 |
| ALPHABET INC CL A | $382,666 | $1,357,532 |
| AMAZON COM INC | $655,928 | $2,307,474 |
| AMGEN INC | $581,761 | $794,000 |
| AMPHENOL CORP CL-A | $346,126 | $573,791 |
| ANSYS INC | $279,097 | $534,169 |
| APPLE INC | $360,894 | $3,233,142 |
| ARCHER DANIELS MIDLAND | $317,958 | $402,982 |
| AT&T INC | $459,202 | $382,603 |
| BEST BUY INC | $112,163 | $154,497 |
| BIO-TECHNE CORP | $68,679 | $157,756 |
| BLACK KNIGHT INC | $90,619 | $151,274 |
| BOOZ ALLEN HAMILTON HOLDING | $103,469 | $136,983 |
| BROADRIDGE FINANCIAL SOL | $381,366 | $504,304 |
| C H ROBINSON WORLDWIDE INC | $118,572 | $126,013 |
| CADENCE DESIGN SYSTEMS INC | $294,830 | $563,802 |
| CARDINAL HEALTH INC | $587,814 | $536,201 |
| CATERPILLAR INC | $333,490 | $426,391 |
| CDW CORP/DE | $121,490 | $160,606 |
| CELANESE CORPORATION | $404,896 | $425,095 |
| CERNER CORP | $130,676 | $150,694 |
| CHEMED CORP | $102,132 | $143,496 |
| CHEVRON CORPORATION | $896,736 | $677,625 |
| CHIPOTLE MEXICAN GRILL INC CLASS A | $119,017 | $138,170 |
| CHURCH & DWIGHT CO INC | $60,381 | $138,330 |
| CISCO SYSTEM INC | $359,867 | $368,155 |
| CITRIX SYS INC | $366,866 | $394,746 |
| CLOROX CO | $145,424 | $139,894 |
| CME GROUP INC | $245,714 | $272,050 |
| COCA COLA | $358,181 | $392,650 |
| COGNEX CORP | $440,478 | $508,089 |
| COOPER COS INC NEW | $89,229 | $140,382 |
| CORESITE REALTY CORP | $149,211 | $148,006 |
| COSTAR GROUP INC | $72,632 | $144,132 |
| CROWN CASTLE INTERNATIONAL CORP | $210,548 | $378,785 |
| CVS HEALTH CORPORATION | $392,333 | $390,386 |
| DOLLAR GENERAL CORP | $195,666 | $388,201 |
| DOMINION ENERGY INC | $500,010 | $619,823 |
| DOMINOS PIZZA INC | $90,109 | $132,412 |
| DONALDSON INC | $154,862 | $149,625 |
| DROPBOX INC | $159,627 | $141,150 |
| DUKE ENERGY CORP | $626,572 | $650,757 |
| EASTMAN CHEM CO | $364,658 | $419,560 |
| EATON CORP PLC | $347,242 | $411,008 |
| EBAY INC | $384,162 | $351,033 |
| ECOLAB INC | $216,568 | $359,836 |
| EMERSON ELECTRIC CO | $278,245 | $406,557 |
| ENTEGRIS INC | $474,494 | $511,801 |
| EPAM SYSTEMS INC | $113,172 | $142,117 |
| EXTRA SPACE STORAGE INC | $123,225 | $161,750 |
| FACEBOOK INC-A | $587,085 | $1,207,675 |
| FACTSET RESEARCH SYSTEMS INC | $76,953 | $131,795 |
| FISERV INC | $158,268 | $370,901 |
| FLEETCOR TECHNOLOGIES INC | $448,098 | $440,715 |
| FMC CORP | $472,716 | $461,303 |
| GENERAL DYNAMICS CORP | $399,637 | $379,544 |
| GENERAL MILLS INC | $350,131 | $395,513 |
| GENPACT LIMITED | $151,219 | $132,496 |
| GENUINE PARTS CO | $378,604 | $382,067 |
| GRACO INC | $71,750 | $147,632 |
| GUARDANT HEALTH INC | $111,973 | $145,058 |
| HENRY JACK & ASSOC INC | $296,021 | $438,820 |
| HOME DEPOT INC | $403,217 | $798,796 |
| HUNT(JB)TRANS SVCS INC | $133,587 | $134,523 |
| ILLINOIS TOOL WORKS INC | $172,966 | $388,822 |
| INTERCONTINENTAL EXCHANGE INC | $185,396 | $366,272 |
| INTERNATIONAL BUSINESS MACHINES | $364,379 | $366,803 |
| INTERNATIONAL PAPER CO | $400,318 | $431,594 |
| INTERPUBLIC | $413,681 | $432,532 |
| IPG PHOTONICS CORP | $138,823 | $164,575 |
| IQVIA HOLDINGS INC | $144,212 | $154,760 |
| JOHNSON AND JOHNSON | $637,805 | $918,637 |
| JP MORGAN CHASE & CO | $353,094 | $617,652 |
| KIMBERLY CLARK CORP | $326,264 | $353,352 |
| KLA CORPORATION | $544,853 | $561,963 |
| LABORATORY CRP OF AMER HLDGS | $146,148 | $162,813 |
| LANDSTAR SYSTEM INC | $81,689 | $140,911 |
| LAUDER ESTEE COS INC CL A | $142,940 | $403,076 |
| LEIDOS HOLDINGS INC | $140,263 | $136,535 |
| LOCKHEED MARTIN CORP | $310,750 | $710,764 |
| LUMENTUM HOLDINGS INC | $474,368 | $528,803 |
| MASTERCARD INCORPORATED CLASS A | $144,399 | $458,938 |
| MATCH GROUP INC | $151,942 | $163,492 |
| MCCORMICK & CO INC NON-VOTING | $63,366 | $138,090 |
| MCDONALDS CORP | $449,429 | $765,735 |
| MERCK & CO INC | $176,938 | $374,170 |
| METLIFE INC | $494,480 | $400,642 |
| METTLER-TOLEDO INTL INC | $176,387 | $483,986 |
| MICROSOFT CORP | $903,572 | $2,826,481 |
| MONOLITHIC POWER SYSTEMS INC | $369,935 | $573,682 |
| MORGAN STANLEY, DEAN WITTER & CO. | $420,770 | $408,312 |
| MORNINGSTAR INC | $70,692 | $168,486 |
| MOTOROLA SOLUTIONS INC | $81,892 | $150,947 |
| MSCI INC-A | $46,566 | $145,184 |
| NETFLIX.COM INC | $384,876 | $382,971 |
| NIKE INC CLASS B | $255,350 | $367,445 |
| NORDSON CORP | $98,069 | $160,547 |
| NORTHERN TRUST CORP | $392,206 | $404,656 |
| NVIDIA CORP | $385,097 | $536,455 |
| OKTA INC | $152,129 | $147,930 |
| PALO ALTO NETWORKS INC | $425,866 | $433,532 |
| PAYCHEX INC | $257,040 | $569,581 |
| PAYPAL HOLDINGS INC | $237,311 | $389,942 |
| PENUMBRA INC | $128,870 | $195,770 |
| PEPSICO INC | $578,375 | $778,414 |
| PFIZER INC | $472,521 | $687,780 |
| POOL CORPORATION | $72,103 | $162,671 |
| PRINCIPAL FINANCIAL GROUP | $414,075 | $392,200 |
| PROCTER & GAMBLE CO | $260,732 | $399,647 |
| PROOFPOINT INC | $485,906 | $434,660 |
| PTC INC | $108,601 | $151,403 |
| PUBLIC STORAGE | $311,946 | $405,454 |
| REPLIGEN CORP | $118,628 | $172,400 |
| REYNOLDS CONSUMER PRODUCTS INC | $154,185 | $129,480 |
| ROCKWELL AUTOMATION INC | $383,017 | $508,622 |
| ROLLINS INCORPORATED | $229,762 | $510,353 |
| ROPER INDS INC | $207,466 | $362,057 |
| RPM INC OHIO | $241,594 | $492,356 |
| SALESFORCE.COM INC | $288,593 | $372,793 |
| SCOTTS MIRACLE-GRO COMPANY | $127,711 | $147,799 |
| SEAGEN INC | $147,736 | $134,274 |
| SHERWIN WILLIAMS CO | $102,869 | $381,829 |
| SONOCO PRODS CO | $290,078 | $387,698 |
| STARBUCKS CORP | $273,690 | $399,581 |
| STRYKER CORP | $190,008 | $386,849 |
| SYNOPSYS INC | $60,515 | $153,979 |
| T ROWE PRICE GROUP INC | $520,068 | $929,051 |
| TAKE-TWO INTERACTIVE SOFTWARE INC | $125,105 | $137,104 |
| TERADATA CORP | $131,152 | $117,292 |
| TERADYNE INC | $147,104 | $166,915 |
| TESLA MOTORS INC | $397,768 | $380,279 |
| TEXAS INSTRUMENTS INC | $614,968 | $812,596 |
| THE HERSHEY COMPANY | $140,574 | $144,333 |
| THERMO FISHER CORP | $128,472 | $430,539 |
| TORO CO | $37,549 | $144,086 |
| TRACTOR SUPPLY COMPANY | $101,534 | $139,871 |
| TRUIST FINANCIAL CORP | $394,064 | $455,949 |
| TYLER TECHNOLOGIES INC | $100,624 | $165,283 |
| UNION PACIFIC CORP | $320,729 | $345,521 |
| UNITED PARCEL SERVICE B | $267,350 | $373,136 |
| UNITEDHEALTH GROUP INC | $235,926 | $414,990 |
| US BANCORP | $516,732 | $442,083 |
| VERISIGN INC | $300,971 | $439,564 |
| VERIZON COMMUNICATIONS | $443,729 | $578,164 |
| VISA INC CLASS A SHARES | $165,980 | $553,307 |
| WASTE MGMT INC DEL | $198,190 | $370,131 |
| WEST PHARMACEUTICAL SVCS INC | $44,703 | $149,639 |
| WP CAREY INC | $401,272 | $385,052 |
| YUM BRANDS INC | $349,884 | $389,653 |
| ZEBRA TECHNOLOGIES CORP CL A | $107,992 | $163,093 |
| ZOETIS INC | $290,367 | $382,898 |
| ZYNGA INC | $328,441 | $476,065 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,968,322 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,234,910 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,281,394 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,802,050 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2560 ACRES KNOWN AS NYMEYER PROPERTY | AT COST | $1 | $13,440 |
| ARTISAN MID CAP FUND-INS | AT COST | $2,944,610 | $3,301,022 |
| BDT CAPITAL PARTNERS 3 | AT COST | $3,500,000 | $3,832,344 |
| BDT CAPITAL PARTNERS FUND II | AT COST | $10,387,159 | $11,380,707 |
| BDT CAPITAL PARTNERS FUND II - COST ADJUSTMENT | AT COST | $285,359 | $0 |
| CULTIVATION CAPITAL TECH FUND II | AT COST | $500,000 | $500,000 |
| CULTIVATION CAPITAL TECH FUND III | AT COST | $262,500 | $262,500 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $2,232,164 | $1,839,916 |
| FIDELITY MID CAP VAL INDX | AT COST | $4,455,725 | $4,523,447 |
| ISHARES RUSSELL 2000 GROWTH ETF | AT COST | $1,406,149 | $5,600,451 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $4,630,722 | $7,708,983 |
| ISHARES RUSSELL MIDCAP VALUE ETF | AT COST | $5,326,787 | $11,533,752 |
| KEMPER FOUNDATION MINERAL VALUE | AT COST | $1 | $79,125 |
| LOTS REFERRED TO AS CULP PROPERTIES | AT COST | $5,640 | $102 |
| MAKENA CAPITAL BLOCKER Y CAYMAN | AT COST | $1,885,804 | $4,021,849 |
| MAKENA CAPITAL SPLITTER X | AT COST | $16,751,543 | $11,332,232 |
| MAKENA CAPITAL BLOCKER Y CAYMAN - COST ADJUSTMENT | AT COST | $101,394 | $0 |
| MAKENA CAPITAL SPLITTER X - COST ADJUSTMENT | AT COST | $685,544 | $0 |
| MFS RESEARCH INTERNAT R6 | AT COST | $11,071,355 | $12,420,428 |
| T ROWE PR NEW HORIZONS-I | AT COST | $3,300,000 | $3,521,467 |
| TIAA-CREF INSTL INTL EQ IN-I | AT COST | $8,401,516 | $8,903,034 |
| TIAA-CREF L/C GROW INDX-INST | AT COST | $10,593,387 | $20,793,972 |
| TIAA-CREF L/C VAL INDX-INST | AT COST | $12,422,680 | $13,183,613 |
| VANGUARD DEV MK INDX FD ADM SHRS | AT COST | $14,049,602 | $13,471,477 |
| VANGUARD FTSE EMERGING MARKETS-ETF | AT COST | $15,376,336 | $16,858,088 |
| 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 | $82,386 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,914 | $0 | $1,914 |
| POSTAGE | $592 | $0 | $592 |
| DUES & SUBSCRIPTIONS | $565 | $0 | $565 |
| FEES APPLICABLE TO TAX EXEMPT INCOME | $0 | -$889 | $0 |
| MAKENA K-1 INTEREST EXPENSE | $0 | $16,100 | $0 |
| MAKENA K-1 ROYALTY DEDUCTIONS | $0 | $2,391 | $0 |
| MAKENA K-1-SECTION 59(E)(2) EXPENDITURES | $0 | $54,827 | $0 |
| MAKENA K-1 PORTFOLIO DEDUCTIONS | $0 | $1,408 | $0 |
| MAKENA K-1 SECTION 965(C) DEDUCTIONS | $0 | $24 | $0 |
| MAKENA K-1 OTHER DEDUCTIONS | $0 | $211,735 | $0 |
| BDT II K-1 PORTFOLIO DEDUCTIONS | $0 | $161,698 | $0 |
| BDT II K-1 INTEREST EXPENSE-INVESTMENT | $0 | $7,548 | $0 |
| BDT III K-1 PORTFOLIO DEDUCTIONS | $0 | $34,362 | $0 |
| BDT III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $6,613 | $0 |
| BDT SPIRITS K-1 PORTFOLIO DEDUCTIONS | $0 | $929 | $0 |
| CULTIVATION CAPITAL II K-1 PORTFOLIO DEDUCTIONS | $0 | $115 | $0 |
| CULTIVATION CAPITAL II K-1 SECTION 59(E)(2) DEDUCTION | $0 | $0 | $0 |
| CULTIVATION CAPITAL II K-1 INTEREST EXPENSE-INVESTMENT | $0 | $2 | $0 |
| CULTIVATION CAPITAL II K-1 EXCESS BUSINESS INTERST EXPENSE | $0 | $2 | $0 |
| CULTIVATION CAPITAL II K-1 OTHER DEDUCTIONS | $0 | $5,101 | $0 |
| CULTIVATION CAPITAL III K-1 OTHER DEDUCTIONS | $0 | $14,407 | $0 |
| REAL ESTATE EXPENSES | $628 | $628 | $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 | -$3,897 | $0 |
| MAKENA K-1 ROYALTIES | $0 | $9,182 | $0 |
| MAKENA K-1 CANCELLATION OF DEBT INCOME | $0 | $1,052 | $0 |
| MAKENA K-1 NET OTHER INCOME | $0 | $48,240 | $0 |
| MAKENA K-1 GUARANTEED PYMTS | $0 | $13 | $0 |
| MAKENA K-1 OTHER PORTFOLIO INCOME | $0 | $5,139 | $0 |
| MAKENA K-1 RENTAL INCOME | $0 | -$2,698 | $0 |
| BDT K-1 OTHER PORTFOLIO INCOME | $0 | $5,967 | $0 |
| CULTIVATION CAPITAL K-1 BUSINESS INCOME | $0 | $0 | $0 |
| CULTIVATION CAPITAL K-1 ROYALTIES | $0 | $5 | $0 |
| MAKENA K-1 DISTRIBUTION | $3,218,237 | $0 | $3,218,237 |
| MAKENA K-1 BUSINESS INCOME | $0 | $0 | $0 |
| BDT K-1 DISTRIBUTION | $1,888,267 | $0 | $1,888,267 |
| BDT K-1 BUSINESS INCOME | $0 | $0 | $0 |
| CULTIVATION CAPITAL K-1 DISTRIBUTION | $38,996 | $0 | $38,996 |
| CULTIVATION CAPITAL K-1 BUSINESS INCOME | $0 | $0 | $0 |
| MINERAL INCOME | $8,096 | $8,096 | $8,096 |
| TAX REFUNDS | $422 | $0 | $422 |
| OTHER INVESTMENT INCOME | -$130,449 | -$130,449 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $7 |
| MINERAL CASH ADJUSTMENT | $804 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BDT MANAGEMENT FEES | CategoryTxt |
| Amt | $294,945 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS FOR 990-PF | $150,000 | $0 | $0 |
| MAKENA K-1 FOREIGN TAXES | $0 | $2,985 | $0 |
| STATE TAXES | $623 | $0 | $0 |
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