WILLIAM T KEMPER CHARITABLE TRUST DTD 020389: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER CHARITABLE TRUST DTD 020389 (EIN 43-6337610)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-11
- IRS object ID
- 202032249349101203
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-11T16:58:34-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436337610 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER II CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8162342568 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 WEST 47TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS L NELSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8162342568 | PhoneNum |
| Signature | 2020-08-11 | 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 | $4,562,940 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $116,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $868,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,838 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $207,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,053 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,522 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,764 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,758 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $175,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,568 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,605,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,422,450 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,426,193 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,719,028 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,786,628 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,884,682 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $148,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,955 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $88,497 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,554,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,468,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,562,940 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,554,569 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,468,601 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,554,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,468,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,554,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,468,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,554,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $3,468,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,468,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2020-03-31 | $852,932 | $777,186 | $75,746 | $75,746 |
| CAPITAL GAIN DIVIDEND DISTRIBUTIONS | 2020-03-31 | $15,092 | $15,092 | $15,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $306,740 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,954,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061915 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $277,219 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,972,531 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055750 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $283,188 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,789,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059123 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $334,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,227,138 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $320,731 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,070,994 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063248 | DistributionYr5Rt |
| Total Distribution | 0.304104 | TotalDistributionRt |
| Average Distribution | 0.060821 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,026,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $305,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,753 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $307,458 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $261,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,467 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,467 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $39 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COMMERCE BANK | IndividualWithBooksNm |
| Phone | 8162342568 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 W 47TH ST KANSAS | AddressLine1Txt |
| City | CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| COMMERCE BANK | ||||||||
| PO BOX 419248 | KANSAS CITY | MO | 641416248 | TRUSTEE | 5.00 | $31,764 | $0 | $0 |
| ROBERT W LOYD | ||||||||
| 2046 CONDOLEA DR | LEAWOOD | KS | 662091652 | TRUSTEE | 5.00 | $29,758 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,037,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,102,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,102,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,026,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,506 | TotalTaxAmt |
| Distributable Before Adj | $247,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,386 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,640 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,059 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,055 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $301,153 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $314,601 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $72,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $242,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,386 | ExcessFromYear4Amt |
| Excess From Year3 | $48,640 | ExcessFromYear3Amt |
| Excess From Year2 | $35,059 | ExcessFromYear2Amt |
| Excess From Year1 | $65,055 | ExcessFromYear1Amt |
| Excess From Current Year | $13,448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTOPHER G BLAIR COMMERCE BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 WEST 47TH STREET | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162342568 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT COMMERCE BANK AT (816) 234-2568 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONATIONS MUST BE USED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES IN THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS - MID-AMERICA CHAPTER | |||||||
| 6950 SQUIBB ROAD | MISSION | KS | 66202 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $15,000 |
| BOY SCOUTS OF AMERICA HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| CITY UNION MISSION | |||||||
| 1100 E 11TH ST | KANSAS CITY | MO | 64106 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| THE DERRICK THOMASNEIL SMITH THIRD AND LONG FOUNDATION | |||||||
| 8301 STATE LINE ROAD | KANSAS CITY | MO | 64114 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $10,000 |
| FBI-KANSAS CITY CITIZENS ACADEMY | |||||||
| 1300 SUMMIT ST | KANSAS CITY | MO | 64015 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $1,000 |
| GOING TO THE DOGS INC | |||||||
| 506 SW 10TH AVE | TOPEKA | KS | 66612 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $10,000 |
| HAPPYBOTTOMS | |||||||
| 1941 CENTRAL ST | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| JACKSON COUNTY HISTORICAL SOCIETY | |||||||
| 112 W LEXINGTON AVE 120 | INDEPENDENCE | MO | 64050 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOCIATION | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $20,000 |
| KC HEALTHY KIDS (HARTWIG LEGACY FOUNDATION) | |||||||
| PO BOX 480227 | KANSAS CITY | MO | 64148 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $7,500 |
| KEMPER MUSEUM OF CONTEMPORARY ARTS | |||||||
| 4420 WARWICK BLVD | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $2,000 |
| LIBERTY MEMORIAL ASSOCIATION (NAT'L WWI MUSEUM) | |||||||
| 100 W 26TH ST | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $35,000 |
| LITERACY KC | |||||||
| 211 W ARMOUR BLVD | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $7,500 |
| MAATR (MID-AMERICA ASSN FOR AUTISTIC TRAINING & RESEARCH) | |||||||
| 10777 BARKLEY 220 C | OVERLAND PARK | KS | 66211 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| MUSICAL THEATER HERITAGE INC | |||||||
| 1800 CENTRAL STE 101 | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $17,500 |
| OPERATION BREAKTHROUGH INC | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| PEMBROKE HILL SCHOOL | |||||||
| 400 W 51ST ST | KANSAS CITY | MO | 64112 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $25,000 |
| ROTARY CLUB YOUTH CAMP ASSOCIATION INC | |||||||
| 22310 NE COLBERN RD | KANSAS CITY | MO | 64086 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| SALVATION ARMY-KANSAS & WESTERN MISSOURI DIV HQ | |||||||
| 3637 BROADWAY | KANSAS CITY | MO | 64111 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| SECRET ORDER OF THE KEY INCORPORATED | |||||||
| 1421 E FRONTIER LN | OLATHE | KS | 66062 | NONE | PC | FUNDS TO BE USED FOR CHRISTMAS ELVES | $7,500 |
| SPIRE CHAMBER ENSEMBLE | |||||||
| 7819 N BIRCH LANE | KANSAS CITY | MO | 64151 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $3,500 |
| THOMAS S WATSON SUPPORTING FOUNDATION | |||||||
| 1901 W 47TH PL 200 | MISSION | KS | 66205 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $10,000 |
| UMKC CONSERVATORY OF MUSIC AND DANCE | |||||||
| 5100 ROCKHILL RD PAC 415 | KANSAS CITY | MO | 64110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| UNION STATION KANSAS CITY INC | |||||||
| 30 W PERSHING STE 400 | KANSAS CITY | MO | 64108 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $10,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY | |||||||
| 5000 HOLMES ST | KANSAS CITY | MO | 64110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF TRUSTEES & ADMINISTRATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $207,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,053 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (8 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(C)(4) | COMMON TRUSTEE |
| ALICE G OGG TRUST UNDER WILL | |
| 501(C)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(C)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(C)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(C)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF CEMETERY | |
| 501(C)(13) | COMMON TRUSTEE |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BOND FUND #333 | $1,198,234 | $1,285,355 |
| BAIRD AGGREGATE BOND FUND IS | $167,526 | $175,689 |
| VANGUARD INTM TERM INV G-ADM | $373,924 | $371,399 |
| ISHARES TREASURY INFLATION PROTECTED | $46,944 | $52,239 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHNSON AND JOHNSON | $15,917 | $34,356 |
| LOWES COMPANIES INC | $8,841 | $34,936 |
| MORGAN STANLEY, DEAN WITTER & CO. | $30,740 | $21,692 |
| TEXAS INSTRUMENTS INC | $32,497 | $29,279 |
| CISCO SYSTEM INC | $15,761 | $17,886 |
| COMCAST CORPORATION CL-A | $38,208 | $33,314 |
| DANAHER CORP | $6,750 | $34,464 |
| JP MORGAN CHASE & CO | $15,677 | $35,652 |
| MCDONALDS CORP | $36,707 | $35,220 |
| MICROSOFT CORP | $26,057 | $122,225 |
| PROCTER & GAMBLE CO | $16,572 | $33,000 |
| AMETEK AEROSPACE PRODS INC | $14,529 | $12,459 |
| CHEVRON CORPORATION | $57,256 | $34,926 |
| THERMO FISHER CORP | $8,696 | $15,598 |
| VISA INC CLASS A SHARES | $26,511 | $42,536 |
| ADOBE INC | $3,159 | $20,686 |
| ALPHABET INC CL A | $17,207 | $67,393 |
| AMAZON COM INC | $33,490 | $54,592 |
| ANTHEM INC | $18,992 | $16,347 |
| APPLE INC | $14,154 | $115,702 |
| BECTON DICKINSON & COMPANY | $18,968 | $20,909 |
| CLEARBRIDGE SMALL CAP GR IS | $50,856 | $46,612 |
| CME GROUP INC | $7,493 | $20,230 |
| COMMERCE BANCSHARES INC | $268 | $303,862 |
| COMMERCE MIDCAP GROWTH FUND | $94,812 | $143,698 |
| COSTCO WHSL CORP NEW | $12,592 | $31,935 |
| CROWN CASTLE INTERNATIONAL CORP | $35,944 | $39,421 |
| DOMINOS PIZZA INC | $21,443 | $24,953 |
| EURONET SVCS INC | $29,361 | $25,973 |
| EVERSOURCE ENERGY | $14,573 | $27,295 |
| FACEBOOK INC-A | $8,727 | $11,342 |
| FIDELITY NATL INFO SVC | $26,964 | $57,171 |
| FIRST REPUBLIC BANK/SAN FRAN | $37,228 | $29,621 |
| FLEETCOR TECHNOLOGIES INC | $25,105 | $17,721 |
| HONEYWELL INTL INC | $29,729 | $37,060 |
| INTEL CORP | $8,272 | $21,432 |
| IQVIA HOLDINGS INC | $20,980 | $23,621 |
| ISHARES DJ SELECT DIVIDEND ETF | $40,454 | $50,743 |
| ISHARES NASDAQ BIOTECH INDX FD | $36,506 | $41,480 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | $32,064 | $46,447 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $52,570 | $146,574 |
| KEYSIGHT TECHNOLOGIES INC | $27,559 | $30,543 |
| LOCKHEED MARTIN CORP | $20,618 | $43,047 |
| MATERIALS SELECT SECTOR SPDR | $45,205 | $35,266 |
| MERCK & CO INC | $12,910 | $31,315 |
| MFS RESEARCH INTERNAT R6 | $113,630 | $95,034 |
| MONDELEZ INTERNATIONAL INC | $18,921 | $37,260 |
| NASDAQ INC | $20,457 | $27,346 |
| PEPSICO INC | $14,759 | $35,550 |
| PFIZER INC | $16,549 | $27,385 |
| S&P GLOBAL INC | $10,209 | $12,007 |
| STORE CAPITAL CORP | $21,836 | $10,473 |
| TRUIST FINANCIAL CORP | $41,494 | $22,976 |
| UNION PACIFIC CORP | $5,982 | $26,798 |
| WASTE MGMT INC DEL | $9,691 | $10,830 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SWAN DEFINED RISK - I | AT COST | $44,372 | $46,015 |
| VANGUARD RE INDX FD ADM SHRS | AT COST | $51,583 | $42,482 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Comments