WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T (EIN 43-6345116)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-09-09
- IRS object ID
- 202542529349100209
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-09T09:59:17-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436345116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM T KEMPER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | COMMERCE BANK TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8162342704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS L NELSON | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8167608466 | PhoneNum |
| Signature | 2025-09-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $356,418,298 | 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 | $7,298,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,667,537 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $341 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $341 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $341 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $23,442,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,964,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,621,943 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,596,825 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,576 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,338,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,317,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,168,742 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $690,201 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $469,541 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,041 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,041 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $675,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $265 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $296 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $515,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,104 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $725,204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,847 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,368,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,420,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $477,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,923,878 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,488,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,291,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,420,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,966,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,046,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,896,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,864,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,226,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,226,075 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $26,782,016 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,085,400 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,795,310 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $44,424,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,422,194 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,071,139 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,718,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $43,843,988 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $41,320,347 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $7,738,376 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $71,531,533 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $104,083,849 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $143,470,753 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,364,625 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,809,878 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $111,700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $271,997,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,473,816 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $356,418,298 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $10,670,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $11,105,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $10,670,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,105,500 | 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 | $261,327,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $277,368,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $261,327,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $277,368,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $271,997,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $288,473,816 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $261,327,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,046,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $277,373,974 | SubtotalAmt |
| Other Decreases | $5,658 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $277,368,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $168,706,489 | $145,264,478 | $23,442,011 | $23,442,011 | |
| MAKENA K-1 GAINS | $211,499 | $211,499 | $211,499 | P | |
| MAKENA UBTI | $78,230 | -$78,230 | -$78,230 | P | |
| BDT II K-1 GAINS | $36,446 | $36,446 | $36,446 | P | |
| CULTIVATION II K-1 GAINS | $2,171 | $2,171 | $2,171 | P | |
| CULTIVATION III K-1 GAINS | $8,046 | $8,046 | $8,046 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,621,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $415,563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $415,563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $415,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $491,649 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $631,649 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $216,086 | OverpaymentAmt |
| Applied To ES Tax | $216,086 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMERCE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8162342704 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419248 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416248 | 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 | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 40.00 | $698,301 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 10.00 | $77,589 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 40.00 | $392,852 | $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 | $300,440,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,754,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,458,635 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $347,653,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $347,653,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,214,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $342,438,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,121,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,121,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $415,563 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $43,313 | IncomeTaxAmt |
| Total Tax | $458,876 | TotalTaxAmt |
| Distributable Before Adj | $16,663,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,663,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,663,043 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,966,103 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,966,103 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,663,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,724,528 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,966,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,724,528 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,421,468 | 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 1000 WALNUT | AddressLine1Txt |
| Address Line2 | SUITE 1560 | AddressLine2Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | 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 (142 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC | |||||||
| 500 5TH AVE FL 32 | NEW YORK | NY | 10110 | NONE | PC | WORCESTER LAKE RESTORATION STUDY | $25,000 |
| AMERICANS FOR OXFORD INC | |||||||
| 500 5TH AVE FL 32 | NEW YORK | NY | 10110 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $25,000 |
| AMETHYST PLACE INC | |||||||
| 2735A TROOST AVE | KANSAS CITY | MO | 64109 | NONE | PC | EXPANSION AT 2770 TRACY | $750,000 |
| AVENUE OF LIFE INC | |||||||
| PO BOX 34495 | KANSAS CITY | KS | 64116 | NONE | PC | IMPACT MO SUSTAINING SUPPORT | $50,000 |
| BOSTON DANIELS | |||||||
| 3005 OAKLAND AVE | KANSAS CITY | KS | 661022448 | NONE | PC | BOSTON DANIELS MONUMENT COMMISSIONING | $25,000 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | ANNUAL BEQUEST | $500 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | SCOUTREACH 2024 | $24,000 |
| BOYS AND GIRLS CLUB OF ALTON | |||||||
| 2512 AMELIA ST | ALTON | IL | 62002 | NONE | PC | COMMUNITY SERVICE AWARD | $5,000 |
| BRIDGING THE GAP INC | |||||||
| 1427 W 9TH ST STE 201 | KANSAS CITY | MO | 64101 | NONE | PC | DATABASE UPDATE AND CONNECTIVITY | $13,800 |
| CARDINAL RITTER COLLEGE PREP | |||||||
| 701 N SPRING AVE | ST LOUIS | MO | 63108 | NONE | PC | TUITION ASSISTANCE PROGRAM | $50,000 |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | CAPACITY BUILDING FOR PATH CLINIC AS PART OF ILLUMINATE CAMPAIGN | $1,000,000 |
| CHWC INC DBA COMMUNITY HOUSING OF WYANDOTTE COUNTY INC | |||||||
| 2 S 14TH ST | KANSAS CITY | KS | 66102 | NONE | PC | HOME REPAIR & IMPROVEMENT CAPACITY BUILDING | $50,000 |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | |||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES EXPANDED CAPACITY OVER 3 YEARS | $150,000 |
| CORE INFLUENCER INSTITUTE INC DBA UNCORNERED | |||||||
| 300 E 39TH | KANSAS CITY | MO | 647012444 | NONE | PC | REDUCING VIOLENCE IN KC THROUGH CORE INFLUENCER ENGAGEMENT | $150,000 |
| CRISTO REY KANSAS CITY HIGH SCHOOL | |||||||
| 211 WEST LINWOOD BLVD | KANSAS CITY | MO | 64111 | NONE | PC | TRANSPORTATION UPGRADE PROJECT | $50,000 |
| CULTURAL FESTIVALS | |||||||
| 225 S MERAMEC AVE STE 105 | ST LOUIS | MO | 63105 | NONE | PC | CREATIVE CASTLE AND PERFORMING ARTS STAGE | $15,000 |
| DEEP ROOTS KC INC | |||||||
| PO BOX 32131 | KANSAS CITY | MO | 64111 | NONE | PC | HABITAT GARDEN TOURS | $15,000 |
| DIGITAL EQUITY PROGRAM OFFICE OF GREATER KANSAS CITY DEPO-KC | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | START-UP OPERATIONS | $20,000 |
| DIGITAL EQUITY PROGRAM OFFICE OF GREATER KANSAS CITY DEPO-KC | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | START-UP OPERATIONS | $20,000 |
| DONALD DANFORTH PLANT SCIENCE CENTER | |||||||
| 975 N WARSON RD | ST LOUIS | MO | 631322918 | NONE | PC | DANFORTH CENTER IMPACT FUND | $25,000 |
| EISENHOWER FOUNDATION | |||||||
| PO BOX 295 | ABILENE | KS | 67410 | NONE | PC | CAMPUS PLAN FOR EISENHOWER PRESIDENTIAL MUSEUM AND LIBRARY | $50,000 |
| ENTREPRENEUR STARTUP BUSINESS DEVELOPMENT CORPORATION DBA ARCH GRANTS | |||||||
| 2315 LOCUST ST 2B | ST LOUIS | MO | 63103 | NONE | PC | GLOBAL STARTUP COMPETITION OVER 2 YEARS | $100,000 |
| EPISCOPAL DIOCESE OF WEST MISSOURI (ST PAUL'S EPISCOPAL CHURCH) | |||||||
| 11 E 40TH ST | KANSAS CITY | MO | 64111 | NONE | PC | ORGAN RESTORATION AND PIANO ACQUISITION | $25,000 |
| FOCUS ST LOUIS | |||||||
| 1034 BRENTWOOD BLVD STE 650 | ST LOUIS | MO | 63117 | NONE | PC | COMPREHENSIVE WEBSITE REVISION | $40,000 |
| FOREST PARK FOREVER INC | |||||||
| 5595 GRAND DRIVE IN FOREST PARK | ST LOUIS | MO | 63112 | NONE | PC | CAMPAIGN FOR THE GLADE OVER 3 YEARS | $1,500,000 |
| FOREST PARK FOREVER INC | |||||||
| 5595 GRAND DRIVE IN FOREST PARK | ST LOUIS | MO | 63112 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $17,000 |
| FOSTER CARE COALITION OF GREATER ST LOUIS INC | |||||||
| 1750 S BRENTWOOD BLVD STE 210 | ST LOUIS | MO | 63144 | NONE | PC | FOREFRONT OF CHANGE: CAMPAIGN FOR OUR CHILDREN'S FUTURE | $50,000 |
| FRENCH HERITAGE SOCIETY INC | |||||||
| 14 E 60TH ST STE 605 | NEW YORK | NY | 10022 | NONE | PC | FRENCH HERITAGE CORRIDOR CONFERENCE | $5,000 |
| FRENCH HERITAGE SOCIETY INC | |||||||
| 14 E 60TH ST STE 605 | NEW YORK | NY | 10022 | NONE | PC | RESTORATION OF SAINTE MARIE AUX ANGLAIS CHAPEL | $22,900 |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | 2024/2025 SEASON SUPPORT | $125,000 |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | 2023/2024 SEASON SUPPORT | $100,000 |
| 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 BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | FUND CONTRIBUTION | $100,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | FUND CONTRIBUTION | $100,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | FUND CONTRIBUTION | $250,000 |
| GREATER MANHATTAN COMMUNITY FOUNDATION | |||||||
| PO BOX 725 | MANHATTAN | KS | 66505 | NONE | PC | WAREHAM HALL THEATER RENOVATION CAPITAL CAMPAIGN | $50,000 |
| GREATER ST LOUIS INC FOUNDATION | |||||||
| 211 N BROADWAY STE 2200 | ST LOUIS | MO | 63102 | NONE | PC | CITY OF ST. LOUIS FISCAL HEALTH STUDY | $50,000 |
| GREATER ST LOUIS INC FOUNDATION | |||||||
| 211 N BROADWAY STE 2200 | ST LOUIS | MO | 63102 | NONE | PC | TOWER GROVE CONNECTOR INFRASTRUCTURE PROJECT OVER 2 YEARS | $600,000 |
| HAPPYBOTTOMS | |||||||
| 303 W 79TH ST | KANSAS CITY | MO | 64114 | NONE | PC | FORKLIFT FOR PROGRAM EXPANSION | $40,000 |
| HARVARD-RADCLIFFE CLUB OF KANSAS CITY INC | |||||||
| PO BOX 412481 | KANSAS CITY | MO | 64141 | NONE | PC | SUMMER COMMUNITY SERVICE FELLOWSHIP PROGRAM CHALLENGE MATCH | $5,000 |
| HISTORIC KANSAS CITY FOUNDATION | |||||||
| 3401 BROADWAY BLVD | KANSAS CITY | MO | 641112403 | NONE | PC | 2023 ANNUAL APPEAL CHALLENGE MATCH GRANT | $12,500 |
| INDEPENDENCE BOULEVARD CHRISTIAN CHURCH | |||||||
| 606 GLADSTONE AVE | KANSAS CITY | MO | 641242596 | NONE | PC | HVAC UPGRADE | $90,000 |
| INDEPENDENCE BOULEVARD CHRISTIAN CHURCH | |||||||
| 606 GLADSTONE AVE | KANSAS CITY | MO | 641242596 | NONE | PC | HVAC UPGRADE | $50,000 |
| INDEPENDENCE BOULEVARD CHRISTIAN CHURCH | |||||||
| 606 GLADSTONE AVE | KANSAS CITY | MO | 641242596 | NONE | PC | HVAC UPGRADE | $60,000 |
| INDEPENDENCE BOULEVARD CHRISTIAN CHURCH | |||||||
| 606 GLADSTONE AVE | KANSAS CITY | MO | 641242596 | NONE | PC | HVAC UPGRADE | $100,000 |
| INTERNATIONAL MENTORING PROGRAM INC | |||||||
| 513 EAGLESRIDGE DR | WILDWOOD | MO | 63021 | NONE | PC | INTERNATIONAL MENTORING PROGRAM OVER 3 YEARS | $50,000 |
| JACKSON COUNTY CASA | |||||||
| 2544 HOLMES | KANSAS CITY | MO | 64108 | NONE | PC | CAPACITY BUILDING FOR GUARDIAN AD LITEM PROGRAM | $168,840 |
| JACKSON COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 4241 | INDEPENDENCE | MO | 64051 | NONE | PC | CELEBRATING HISTORY | $7,500 |
| JERUSALEM FARM | |||||||
| 520 GARFIELD AVE | KANSAS CITY | MO | 641241514 | NONE | PC | GOAT LOCAL: USING GOATS TO CARE FOR KESSLER PARK | $10,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE RD | ST LOUIS | MO | 631241866 | NONE | PC | AI SYMPOSIUM AT KU HALL CENTER FOR THE HUMANITIES | $2,134 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE RD | ST LOUIS | MO | 631241866 | NONE | PC | KEMPER FAMILY NATURAL ENVIRONMENT FUND | $200,000 |
| KANSAS CITY AREA LIFE SCIENCES INSTITUTE INC | |||||||
| 30 W PERSHING RD STE 210 | KANSAS CITY | MO | 64108 | NONE | PC | DIGITAL HEALTH KC | $10,000 |
| 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 | 2024/2025 SEASON SUPPORT AND PARTIAL UNDERWRITING OF NEW MOVES | $35,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | 2023/2024 SEASON SUPPORT AND PARTIAL UNDERWRITING OF NEW MOVES | $30,000 |
| KANSAS CITY CHORALE | |||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | 2023/2024 SEASON SUPPORT (SPRINGSONG) AND PARTIAL FUNDING FOR FINANCIAL AUDIT | $25,000 |
| KANSAS CITY COMMUNITY GARDENS INC | |||||||
| 6917 KENSINGTON AVE | KANSAS CITY | MO | 64132 | NONE | PC | EMERGENCY FUNDING TO SUSTAIN 2024 PROGRAMMING | $100,000 |
| KANSAS CITY PUBLIC LIBRARY | |||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | CREATIVE WRITING INITIATIVE WITH UMKC THROUGH WRITERS FOR READERS PROGRAM | $1,500 |
| KANSAS CITY SYMPHONY | |||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | 2023/2024 SEASON SUPPORT | $200,000 |
| KANSAS CITY SYMPHONY | |||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | KANSAS CITY SYMPHONY EUROPEAN TOUR | $50,000 |
| KANSAS CITY UNIVERSITY | |||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 641061453 | NONE | PC | CENTER FOR POPULATION HEALTH AND EQUITY FACILITY RENOVATION OVER 2 YEARS | $250,000 |
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | NONE | PC | EXCELLENCE IN TEACHING AWARDS | $30,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC | |||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | NONE | PC | WILLIAM T. KEMPER ARTIST-IN-RESIDENCE RENEWAL OVER 2 YEARS | $31,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC | |||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | NONE | PC | 2023/2024 WILLIAM T. KEMPER FELLOWSHIP FOR TEACHING EXCELLENCE | $37,500 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - HALL CENTER FOR THE HUMANITIES | |||||||
| 900 SUNNYSIDE AVE | LAWRENCE | KS | 660457622 | NONE | PC | AI & DIGITAL LITERACY: TOWARD AN INCLUSIVE & EMPOWERING TEACHING PRACTICE INSTITUTE TEACHER STIPENDS | $14,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC (UNIVERSITY OF KANSAS CANCER CENTER) | |||||||
| 4000 CAMBRIDGE ST | KANSAS CITY | KS | 66160 | NONE | PC | BUILDING A DESTINATION CANCER CENTER FACILITY OVER 3 YEARS | $1,000,000 |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | NONE | PC | WILLIAM T. KEMPER EXCELLENCE IN TEACHING AWARDS OVER 2 YEARS | $25,000 |
| LEVELUP KIDS INC | |||||||
| 5416 NE ANTIOCH RD | KANSAS CITY | MO | 64119 | NONE | PC | PURCHASE RELIABLE TRANSPORTATION FOR VISION CARE PROGRAM | $20,000 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | DIGITIZATION PROJECT | $100,000 |
| LYRIC OPERA OF KANSAS CITY INC | |||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 641081538 | NONE | PC | 2023/2024 SEASON SUPPORT | $40,000 |
| LYRIK'S INSTITUTION | |||||||
| 7201 E 67 ST | KANSAS CITY | MO | 64133 | NONE | PC | ACCOUNTING AND HR SUPPORT | $11,000 |
| METROPOLITAN LUTHERAN MINISTRY | |||||||
| 3031 HOLMES ST | KANSAS CITY | MO | 641091435 | NONE | PC | CRITICAL REPAIR AT 3031 HOLMES | $150,000 |
| METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT DBA MOCSA | |||||||
| 3100 BROADWAY STE 400 | KANSAS CITY | MO | 64111 | NONE | PC | A PLACE FOR US: SURVIVOR-FOCUSED RAPE CRISIS CENTER RENOVATION | $500,000 |
| MID-AMERICA ARTS ALLIANCE | |||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 641081914 | NONE | PC | EXHIBITSUSA FOR EXHIBITS IN MISSOURI AND KANSAS | $35,000 |
| MISSOURI HISTORICAL SOCIETY JEFFERSON MEMORIAL BUILDING DBA MISSOURI HISTOR | |||||||
| PO BOX 775460 | ST LOUIS | MO | 63112 | NONE | PC | WORLD'S FAIR EXHIBIT | $12,000 |
| MISSOURI MAIN STREET CONNECTION INC | |||||||
| PO BOX 1066 | BRANSON | MO | 65615 | NONE | PC | 2024 MAIN STREET NOW CONFERENCE IN KANSAS CITY | $9,000 |
| MUNICIPAL THEATRE ASSOCIATION OF ST LOUIS DBA MUNY | |||||||
| 1 THEATRE DR | ST LOUIS | MO | 63112 | NONE | PC | THE TRADITION RETURNS | $50,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 295 N LINDBERGH | ST LOUIS | MO | 63141 | NONE | PC | NCJWSTL CAPITAL CAMPAIGN | $10,000 |
| NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY | |||||||
| 815 W 53RD TER | KANSAS CITY | MO | 641122327 | NONE | PC | EXPANDING SUCCESSFUL FOCUSED COMMUNITY DEVELOPMENT AND HOMELESSNESS PREVENTION WORK | $25,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 641111818 | NONE | PC | ANNUAL BEQUEST | $50,000 |
| NELSON GALLERY FOUNDATION | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 641111818 | NONE | PC | ART COURSE | $10,000 |
| NINE NETWORK OF PUBLIC MEDIA DBA NINE PBS | |||||||
| 3655 OLIVE ST | ST LOUIS | MO | 63108 | NONE | PC | ENGAGE, CONNECT, STRENGTHEN CAMPAIGN OVER 3 YEARS | $700,000 |
| OPERA THEATRE OF SAINT LOUIS | |||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | ARTISTIC DIRECTOR SUPPORT | $65,000 |
| OPERATION BREAKTHROUGH INC | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | CAPACITY BUILDING FOR TEEN PROGRAMMING OVER 2 YEARS | $150,000 |
| OPERATION FOOD SEARCH INC | |||||||
| 1644 LOTSIE BLVD | ST LOUIS | MO | 63132 | NONE | PC | HEALTHY FOOD, HEALTHY COMMUNITIES RENOVATION PROJECT | $50,000 |
| ORPHEUM PERFORMING ARTS CENTRE LTD | |||||||
| 200 N BROADWAY STE 330 | WICHITA | KS | 67202 | NONE | PC | ORPHEUM THEATRE: SECOND CENTURY CAMPAIGN | $50,000 |
| OZARKS TECHNICAL COMMUNITY COLLEGE FOUNDATION | |||||||
| 1001 E CHESTNUT EXPY | SPRINGFIELD | MO | 65802 | NONE | PC | ROOTED MISSOURI OVER 3 YEARS | $100,000 |
| PEMBROKE HILL SCHOOL | |||||||
| WORNALL CAMPUS | KANSAS CITY | MO | 64112 | NONE | PC | REUNION GIFT | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MT AUBURN ST 3RD FL | CAMBRIDGE | MA | 021385762 | NONE | PC | REUNION GIFT | $12,500 |
| PROGRESS IN EDUCATION INC DBA NORTH SIDE COMMUNITY SCHOOL | |||||||
| 3033 N EUCLID AVE | ST LOUIS | MO | 63115 | NONE | PC | KNIGHTSAFE: BLACKTOP REPAVING PROJECT | $50,000 |
| RIGHT TO START | |||||||
| 12022 BLUE VALLEY PKWY | OVERLAND PARK | KS | 662132647 | NONE | PC | IMPROVING ENTREPRENEURIAL OPPORTUNITY IN THE HEARTLAND THROUGH LIFTING ENTREPRENEURS' VOICES | $10,000 |
| SAFEHOME INC | |||||||
| 8745 BALLENTINE ST | OVERLAND PARK | KS | 66214 | NONE | PC | DOMESTIC VIOLENCE SHELTER ADDITION | $125,000 |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | ANNUAL SUPPORT | $25,000 |
| SAMUEL U RODGERS HEALTH CENTER INC | |||||||
| 825 EUCLID AVE | KANSAS CITY | MO | 64124 | NONE | PC | PEDIATRIC WING CAPITAL CAMPAIGN | $750,000 |
| SHAWNEE MISSION MEDICAL CENTER INC DBA ADVENTHEALTH SHAWNEE MISSION | |||||||
| 7315 FRONTAGE RD STE 221 | SHAWNEE MISSION | KS | 66204 | NONE | PC | LIV DENTAL FUND | $12,000 |
| SHELDON ARTS FOUNDATION | |||||||
| 3648 WASHINGTON BLVD | ST LOUIS | MO | 63108 | NONE | PC | IMAGINE THE FUTURE - CAMPAIGN FOR THE SHELDON | $100,000 |
| SHOW ME KC SCHOOLS | |||||||
| 2201 LEXINGTON AVE | KANSAS CITY | MO | 64124 | NONE | PC | CITY SCHOOL FAIR | $7,500 |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | NPG'S DIRECTOR'S ENDOWMENT FUND (JMK MATCH) | $10,000 |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | NATIONAL PORTRAIT GALLERY | $12,500 |
| ST LOUIS ART PLACE INITIATIVE | |||||||
| 3224 LOCUST ST STE 2L | ST LOUIS | MO | 63103 | NONE | PC | WALLS OFF WASHINGTON MURAL | $38,823 |
| ST LOUIS CENTER FOR INTERNATIONAL RELATIONS DBA WORLD TRADE CENTER ST LOU | |||||||
| 120 S CENTRAL STE 1200 | ST LOUIS | MO | 63105 | NONE | PC | STL PARA TI | $40,000 |
| SUMMERFEST CONCERTS AND-OR RECORDINGS INC | |||||||
| PO BOX 22697 | KANSAS CITY | MO | 641130000 | NONE | PC | 2024 SEASON SUPPORT | $7,500 |
| SYNERGY SERVICES INC | |||||||
| 400 E 6TH ST | PARKVILLE | MO | 641523703 | NONE | PC | CHILDREN'S ADVOCACY CENTER CAPITAL IMPROVEMENTS | $29,105 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 943056015 | NONE | PC | KEMPER FAMILY ORIENTATION FUND - BING OVERSEAS STUDIES PROGRAM OVER 4 YEARS | $42,500 |
| THE CHILDREN'S PLACE INC | |||||||
| 6401 ROCKHILL RD | KANSAS CITY | MO | 64131 | NONE | PC | DAY TREATMENT - IMPROVING FUTURES THROUGH MENTAL HEALTH ACCESS | $30,000 |
| THE HEART OF AMERICA SHAKESPEARE FESTIVAL | |||||||
| 3732 MAIN ST | KANSAS CITY | MO | 641111913 | NONE | PC | 2024 FESTIVAL SEASON SUPPORT | $10,000 |
| THE OPPORTUNITY TRUST | |||||||
| 5501 DELMAR BLVD | ST LOUIS | MO | 63112 | NONE | PC | EXPANDING QUALITY SEATS IN ST. LOUIS OVER 3 YEARS | $500,000 |
| THE RABBIT HOLE KC | |||||||
| 919 E 14TH AVE | NORTH KANSAS CITY | MO | 64116 | NONE | PC | CAPITAL COMPLETION OF THE STORY LAB TO LAUNCH PROGRAMMING | $46,300 |
| THE TOWER GROVE PARK FOUNDATION | |||||||
| 4257 NORTHEAST DR | SAINT LOUIS | MO | 63110 | NONE | PC | CAMPAIGN FOR TOWER GROVE PARK - COMPLETE CORE ENHANCEMENTS | $900,000 |
| TRUSTEES OF PRINCETON UNIVERSITY - ART MUSEUM | |||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | SUPPORT OF THE CURATOR OF TEACHING AND LEARNING | $100,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - HENRY W BLOCH SCHOOL | |||||||
| 202 ADMINISTRATIVE CTR | KANSAS CITY | MO | 64112 | NONE | PC | ANNUAL BEQUEST | $50,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | |||||||
| 5115 OAK ST | KANSAS CITY | MO | 64110 | NONE | PC | CENTER FOR DIGITAL AND PUBLIC HUMANITIES PROGRAM COORDINATOR OVER 2 YEARS | $33,887 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | |||||||
| 5115 OAK ST | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT TO ESTABLISH THE HEAD OF DIGITAL SCHOLARSHIP SERVICES OVER 3 YEARS | $50,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | |||||||
| 5115 OAK ST | KANSAS CITY | MO | 64110 | NONE | PC | DIGITAL AND PUBLIC HUMANITIES INTERNSHIP | $23,200 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | |||||||
| 5115 OAK ST | KANSAS CITY | MO | 64110 | NONE | PC | WILLIAM T. KEMPER ASSOCIATE PROFESSOR IN DIGITAL HUMANITIES | $106,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF SCIENCE AND | |||||||
| 5115 OAK ST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | ACQUISITION OF ANECHOIC CHAMBER AND RELATED FACILITY RENOVATION | $500,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF SCIENCE AND | |||||||
| 5115 OAK ST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | 3D PRINTING OF HNTB DESIGNED PEDESTRIAN BRIDGE | $2,000 |
| UMKC TRUSTEES | |||||||
| 5115 OAK ST STE 202 | KANSAS CITY | MO | 64110 | NONE | PC | UMKC TRUSTEE SCHOLARS PROGRAM | $10,000 |
| UNCOVER KC | |||||||
| 1739 B WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | KC FIELD TRIPS | $65,000 |
| UNCOVER KC | |||||||
| 1739 B WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | KC FIELD TRIPS PROJECT OVER 2 YEARS | $9,869 |
| UNCOVER KC | |||||||
| 1739 B WALNUT ST | KANSAS CITY | MO | 64108 | NONE | PC | KC FIELD TRIPS PROJECT OVER 2 YEARS | $20,000 |
| UNITED WAY OF GREATER ST LOUIS INC | |||||||
| 910 N 11TH ST | ST LOUIS | MO | 63101 | NONE | PC | ALEXIS DE TOCQUEVILLE SOCIETY | $9,000 |
| UNITED WAY OF GREATER ST LOUIS INC | |||||||
| 910 N 11TH ST | ST LOUIS | MO | 63101 | NONE | PC | ALEXIS DE TOCQUEVILLE SOCIETY | $5,000 |
| UNITY TEMPLE ON THE PLAZA | |||||||
| 707 W 47TH ST | KANSAS CITY | MO | 641121803 | NONE | PC | RENAISSANCE CAMPAIGN | $50,000 |
| UNIVERSITY ACADEMY | |||||||
| 8080 WARD PKWY STE 201 | KANSAS CITY | MO | 64114 | NONE | PC | COLLEGE INCENTIVE PROGRAM MATCH | $1,600 |
| UNIVERSITY ACADEMY | |||||||
| 8080 WARD PKWY STE 201 | KANSAS CITY | MO | 64114 | NONE | PC | COLLEGE INCENTIVE PROGRAM MATCH | $2,750 |
| UNIVERSITY OF MISSOURI-COLUMBIA - MISSOURI SCHOOL OF JOURNALISM | |||||||
| 407 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | NONE | PC | WATCHDOG WRITERS GROUP WILLIAM T. KEMPER FOUNDATION FELLOWSHIP AND SCHOLARSHIP | $65,000 |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | |||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | WILLIAM T. KEMPER FELLOWSHIPS FOR TEACHING EXCELLENCE | $25,000 |
| UNIVERSITY OF MISSOURI-COLUMBIA - OFFICE OF THE CHANCELLOR | |||||||
| 105 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | ANNUAL BEQUEST | $50,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | MATCHING CHALLENGE FUNDS FOR MEMBERSHIP DRIVES | $20,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | 2023 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $10,000 |
| URBAN LEAGUE OF METROPOLITAN ST LOUIS | |||||||
| 1408 N KINGSHIGHWAY BLVD STE 300 | ST LOUIS | MO | 63113 | NONE | PC | NATURAL BRIDGE RENOVATION | $250,000 |
| UTAH FILM CENTER DBA SALT LAKE CITY FILM CENTER | |||||||
| 50 W BROADWAY 1125 | SALT LAKE CITY | UT | 84101 | NONE | PC | LEAP OF FAITH SCREENING AT JOHN BURROUGHS | $10,000 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION SUPPORT | $100,000 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM | $7,500 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | 2023 TRUSTEES ANNUAL GIVING PROGRAM | $25,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | SCIENCE CENTER CAPITAL CAMPAIGN: KEMPER HORTICULTURE AND ECOLOGY LABORATORY OVER 5 YEARS | $118,000 |
| WILLIAM JEWELL COLLEGE | |||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | WILLIAM JEWELL COLLEGE / CROSSROADS PREPARATORY ACADEMY SCHOLARSHIP | $25,000 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 9012 NE 80TH TERR | KANSAS CITY | MO | 64158 | NONE | PC | ANNUAL BEQUEST | $5,000 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 9012 NE 80TH TERR | KANSAS CITY | MO | 64158 | NONE | PC | 2023/2024 SEASON SUPPORT AND UNDERWRITING OF EMANUEL AX | $90,000 |
| WORNALL-MAJORS HOUSE MUSEUMS INC | |||||||
| 6115 WORNALL RD | KANSAS CITY | MO | 64113 | NONE | PC | HVAC AT THE ALEXANDER MAJORS BARN | $5,670 |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | |||||||
| 1111 W 39TH ST STE A128 | KANSAS CITY | MO | 641114399 | NONE | PC | ORCHESTRAL EDUCATION PROGRAM & TUITION ASSISTANCE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,488,378 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | CAPACITY BUILDING FOR PATH CLINIC AS PART OF ILLUMINATE CAMPAIGN | $500,000 |
| COMMUNITY SERVICES LEAGUE OF JACKSON COUNTY | |||||||
| 404 N NOLAND RD | INDEPENDENCE | MO | 64050 | NONE | PC | BRIDGES TO CAREER OPPORTUNITIES EXPANDED CAPACITY OVER 3 YEARS | $100,000 |
| FOREST PARK FOREVER INC | |||||||
| 5595 GRAND DRIVE IN FOREST PARK | ST LOUIS | MO | 63112 | NONE | PC | CAMPAIGN FOR THE GLADE OVER 3 YEARS; USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $1,033,000 |
| GREATER ST LOUIS INC FOUNDATION | |||||||
| 211 N BROADWAY STE 2200 | ST LOUIS | MO | 63102 | NONE | PC | TOWER GROVE CONNECTOR INFRASTRUCTURE PROJECT OVER 2 YEARS | $120,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | TBD | $50,000 |
| HARVARD-RADCLIFFE CLUB OF KANSAS CITY | |||||||
| PO BOX 412481 | KANSAS CITY | MO | 64141 | NONE | PC | SUMMER COMMUNITY SERVICE FELLOWSHIP PROGRAM CHALLENGE MATCH | $5,000 |
| HISTORIC KANSAS CITY FOUNDATION | |||||||
| 234 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | 2024 ANNUAL APPEAL CHALLENGE MATCH GRANT | $12,500 |
| KANSAS CITY UNIVERSITY | |||||||
| 1750 INDEPENDENCE AVE | KANSAS CITY | MO | 641061453 | NONE | PC | CENTER FOR POPULATION HEALTH AND EQUITY FACILITY RENOVATION OVER 2 YEARS | $250,000 |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | NONE | PC | WILLIAM T. KEMPER EXCELLENCE IN TEACHING AWARDS OVER 2 YEARS | $25,000 |
| KU CANCER CENTER | |||||||
| 4000 CAMBRIDGE ST | KANSAS CITY | KS | 66160 | NONE | PC | BUILDING A DESTINATION CANCER CENTER FACILITY OVER 3 YEARS | $1,000,000 |
| KU ENDOWMENT - SCHOOL OF MUSIC | |||||||
| PO BOX 928 | LAWRENCE | KS | 660440928 | NONE | PC | TBD | $15,500 |
| MID AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | START UP OPERATIONS | $45,000 |
| NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | TBD | $450,000 |
| NELSON-ATKINS MUSEUM OF ART | |||||||
| 4525 OAK ST | KANSAS CITY | MO | 64111 | NONE | PC | TBD | $470,000 |
| NINE PBS | |||||||
| 3655 OLIVE ST | ST LOUIS | MO | 63108 | NONE | PC | ENGAGE, CONNECT, STRENGTHEN CAMPAIGN OVER 3 YEARS | $1,800,000 |
| NORTHEAST COMMUNITY CENTER | |||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | NONE | PC | TBD | $500,000 |
| ORPHEUM PERFORMING ARTS CENTRE | |||||||
| 6050 MAIN ST | TANNERSVILLE | NY | 12485 | NONE | PC | ORPHEUM THEATRE: SECOND CENTURY CAMPAIGN | $50,000 |
| PRINCETON UNIVERSITY (ART MUSEUM) | |||||||
| ELM DR PRINCETON | PRINCETON | NJ | 08544 | NONE | PC | TBD | $100,000 |
| SUMMERFEST CONCERTS | |||||||
| PO BOX 22697 | KANSAS CITY | MO | 64113 | NONE | PC | TBD | $7,500 |
| THE OPPORTUNITY TRUST | |||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | EXPANDING QUALITY SEATS IN ST. LOUIS OVER 3 YEARS | $500,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | |||||||
| 5118 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | SUPPORT TO ESTABLISH THE HEAD OF DIGITAL SCHOLARSHIP SERVICES OVER 3 YEARS | $50,000 |
| UMKC FOUNDATION (UNIVERSITY OF MISSOURI-KANSAS CITY - SCHOOL OF HUMANITIES | |||||||
| 5119 OAK ST ADMIN CENTER RM 202 | KANSAS CITY | MO | 64110 | NONE | PC | WILLIAM T. KEMPER ASSOCIATE PROFESSOR IN DIGITAL HUMANITIES | $108,000 |
| UNIVERSITY ACADEMY | |||||||
| 8080 WARD PKWY STE 201 | KANSAS CITY | MO | 64114 | NONE | PC | COLLEGE INCENTIVE PROGRAM MATCH OVER 5 YEARS | $88,000 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION SUPPORT | $200,000 |
| UNIVERSITY OF MISSOURI-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | MATCHING CHALLENGE FUNDS FOR MEMBERSHIP DRIVES; 2024 MEMBERSHIP DRIVE MATCHING GIFT CAMPAIGN | $2,000,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | SCIENCE CENTER CAPITAL CAMPAIGN: KEMPER HORTICULTURE AND ECOLOGY LABORATORY OVER 5 YEARS | $236,000 |
| WILLIAM JEWELL COLLEGE | |||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | CAMPUS ART WALK | $100,000 |
| WILLIAM JEWELL COLLEGE | |||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | THE LINK PROJECT OVER 3 YEARS | $1,200,000 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | 2024/2025 SEASON SUPPORT AND UNDERWRITING OF EMANUEL AX | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,105,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,298,901 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $341 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,572,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,442,011 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| MINERAL INCOME | 15 | $9,987 | |
| TAX REFUNDS | |||
| OTHER INVESTMENT INCOME | 525990 | ||
| VENDOR REFUND | |||
| REIMBURSEMENT FOR DAMAGED/LOST ARTWORK FROM 1995 | |||
| APPRAISAL REFUND | 01 | $14,236 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,338,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,338,078 | 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 |
|---|---|
| ALICE G OGG TRUST UNDER WILL | |
| 501(C)(4) | COMMON TRUSTEE |
| ANN A TRAVER CHARITABLE TRUST B | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER - CHRISTIAN CHURCH | |
| 501(C)(4) | COMMON TRUSTEE |
| IVY J TRIMMER TRUST | |
| 501(C)(4) | COMMON TRUSTEE |
| MARY HARTMANN FOUNDATION | |
| 501(C)(4) | COMMON TRUSTEE |
| SHAARE SHOLEM CEMETERY TRUST | |
| 501(C)(13) | COMMON TRUSTEE |
| ADATH JOSEPH CEMETERY FUND | |
| 501(C)(13) | COMMON TRUSTEE |
| NINA BOZARTH TUW FBO KAMPF CEMETERY | |
| 501(C)(13) | COMMON TRUSTEE |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MISC - IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C) | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF TRUST: WILLIAM T. KEMPER FOUNDATIONNAME OF FIDUCIARY: COMMERCE BANKIDENTIFICATION NUMBER: 43-6345116YEAR END: OCTOBER 31, 2023IN ACCORDANCE WITH THE REQUIREMENTS OF IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C), THE FIDUCIARY FILING THIS RETURN STATES THAT HE HAS SUFFICIENT KNOWLEDGE OF THE AFFAIRS OF THE ABOVE MENTIONED TRUST TO ENABLE HIM TO EXECUTE THIS RETURN, AND THAT THIS RETURN IS, TO THE BEST OF HIS KNOWLEDGE AND BELIEF, TRUE AND CORRECT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (74 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADC 2021-1A CL A2 1.937% 8/15/46 | $500,000 | $472,202 |
| AESOP 2020-1A CL A 2.33% 8/20/26 | $899,702 | $886,340 |
| AESOP 2023-6A CL A 5.81% 12/20/29 | $799,636 | $821,578 |
| ALLEGHANY CORP NT 3.625% 5/15/30 | $749,214 | $760,773 |
| AMERICAN HONDA NT 2.25% 1/12/29 | $823,144 | $748,589 |
| AMERIPRISE FINL NT 2.875% 9/15/26 | $649,305 | $631,982 |
| ASCENSION HEALTH NT 3.945% 11/15/46 | $756,006 | $614,355 |
| BAKER HUGHES NT 4.08% 12/15/47 | $454,955 | $405,020 |
| BALTIMORE G & E NT 2.4% 8/15/26 | $598,200 | $578,640 |
| BANK OF AMERICA NT V/R 2/7/30 | $425,000 | $409,024 |
| BANK OF MONTREAL NT 1.5% 1/10/25 | $849,550 | $844,560 |
| BANK OF NY MELLON NT 2.05% 1/26/27 | $724,399 | $769,322 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $483,835 | $413,218 |
| BERKSHIRE HATHAWAY NT 2.3% 3/15/27 | $579,890 | $555,234 |
| BK OF AMER NT V/R 10/24/31 | $205,000 | $171,804 |
| BLACKROCK NT 2.1% 2/25/32 | $614,603 | $628,268 |
| BMW US CAPITAL LLC NT 3.95% 8/14/28 | $748,830 | $727,013 |
| BOA NT V/R 4/25/34 | $170,000 | $170,774 |
| BP CAP MARKETS NT 4.893% 9/11/33 | $799,984 | $786,504 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $595,194 | $486,642 |
| CANADIAN NATL RAIL NT 4.45% 1/20/49 | $649,909 | $575,062 |
| CAUTO 2022-1A CL A1 3.35% 3/15/52 | $366,802 | $339,086 |
| CHARLES SCHWAB NT V/R 8/24/34 | $760,000 | $806,375 |
| CHUBB INA HLDGS NT 4.15% 3/13/43 | $699,992 | $688,232 |
| CUMMINS INC NT 2.6% 9/1/50 | $892,027 | $600,527 |
| ELFI 2022-A CL A 4.51% 8/26/47 | $189,970 | $182,381 |
| ELI LILLY & CO NT 4.6% 8/14/34 | $799,744 | $781,944 |
| EQUITABLE FINL LIFE NT 1% 1/9/26 | $908,808 | $870,870 |
| FKH 2022-SFR2 CL A 4.25% 7/17/39 | $478,780 | $486,141 |
| FORDO 2022-B CL A3 3.74% 9/15/26 | $282,506 | $281,364 |
| GLAXOSMITHKLINE NT 3.875% 5/15/28 | $789,008 | $734,618 |
| GOLDMAN SACHS BK NT V/R 5/21/27 | $720,000 | $726,898 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $370,000 | $292,052 |
| HENRY J KAISER FMY NT 3.356% 12/1/25 | $660,000 | $650,918 |
| HONEYWELL INTL NT 5% 3/1/35 | $801,792 | $803,720 |
| HSBC HOLDINGS NT 6.1% 1/14/42 | $320,803 | $356,948 |
| JOHN DEERE CAP CORP NT 4.7% 6/10/30 | $819,270 | $821,361 |
| JPMORGAN CHASE NT 5.5% 10/15/40 | $557,564 | $460,251 |
| LOEWS CORP NT 3.75% 4/1/26 | $70,403 | $69,167 |
| MASTERCARD INC NT 4.875% 5/9/34 | $791,152 | $800,160 |
| MET LIFE GLOB NT 3.45% 12/18/26 | $505,095 | $489,110 |
| META PLATFORMS NT 4.75% 8/15/34 | $809,808 | $791,312 |
| METLIFE INC NT 4.05% 3/1/45 | $298,503 | $249,705 |
| MID-AMERICA APTS NT 2.75% 3/15/30 | $786,758 | $792,383 |
| NATL RURAL UTIL COOP NT 3.9% 11/1/28 | $700,722 | $641,362 |
| NESTLE HOLDINGS NT 3.625% 9/24/28 | $746,385 | $725,093 |
| NEW YORK LIFE GLOBAL NT 3.25% 4/7/27 | $799,856 | $777,832 |
| NUVEEN LLC NT 4% 11/1/28 | $720,672 | $706,070 |
| OAKIG 2021-2A CL A1 2.38% 11/20/51 | $439,807 | $409,917 |
| OBX 2022-NQM1 CL A1 V/R 11/25/61 | $599,476 | $528,613 |
| PNC FIN NT 3.15% 5/19/27 | $654,743 | $651,260 |
| ROCHE HOLDINGS NT 2.314% 3/10/27 | $800,000 | $763,152 |
| SDCP 2021-1 CL A2 1.881% 6/20/46 | $756,551 | $753,723 |
| SEACO 2021-2A CL A 1.95% 8/17/41 | $591,818 | $541,504 |
| SHELL INTL FIN NT 3.25% 5/11/25 | $658,171 | $644,917 |
| SIEMENS FING NT 6.125% 8/17/26 | $477,416 | $411,420 |
| SMB 2021-B CL A 1.31% 7/17/51 | $320,961 | $295,534 |
| SOFI 2018-C CL A2FX 3.59% 1/25/48 | $118,508 | $116,474 |
| SRFC 2021-1A CL A 0.99% 11/20/37 | $79,287 | $76,417 |
| STATE STREET CORP NT V/R 8/4/33 | $850,000 | $804,015 |
| STEAM 2021-1A CL A 2.25% 2/28/51 | $419,847 | $381,219 |
| TEACHERS INS NT 4.27% 5/15/47 | $637,495 | $413,145 |
| TIF 2020-1A CL A 2.09% 8/20/45 | $335,687 | $309,202 |
| TLOT 2023-A CL A4 5.05% 8/20/27 | $299,996 | $300,611 |
| TOYOTA MOTOR NT 4.55% 9/20/27 | $624,394 | $626,425 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $352,602 | $314,820 |
| TRL 2019-1A CL A 3.82% 4/17/49 | $173,248 | $169,277 |
| TRL 2020-2A CL A2 2.56% 11/19/27 | $899,754 | $828,857 |
| TRP 2021-1 CL A 2.07% 6/19/51 | $810,811 | $745,678 |
| UNION ELEC NT 2.95% 3/15/30 | $911,444 | $739,878 |
| US BANCORP NT V/R 1/27/28 | $400,000 | $378,544 |
| US BANCORP NT V/R 6/12/34 | $750,000 | $775,515 |
| WELLS FARGO BK NT 6.5% 12/1/28 | $742,044 | $622,656 |
| WW GRAINGER NT 3.75% 5/15/46 | $417,152 | $334,790 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (162 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $585,521 | $626,936 |
| ABBVIE INC | $885,394 | $1,060,124 |
| AGILENT TECHNOLOGIES INC | $93,603 | $129,658 |
| AIR PRODUCTS & CHEMICALS INC | $641,393 | $698,693 |
| ALLSTATE CORP | $138,239 | $138,957 |
| ALPHABET INC CL A | $383,881 | $2,273,196 |
| AMAZON COM INC | $415,695 | $2,033,624 |
| AMERICAN ELECTRIC POWER INC | $431,563 | $445,363 |
| AMERPRISE FINANCIAL INC | $134,277 | $160,745 |
| AMGEN INC | $737,147 | $979,690 |
| AMPHENOL CORP CL-A | $158,983 | $529,123 |
| ANSYS INC | $65,962 | $139,378 |
| APOLLO GLOBAL MANAGEMENT INC | $568,303 | $934,772 |
| APPLE INC | $259,195 | $4,217,740 |
| ARCH CAPITAL GROUP LIMITED | $302,208 | $414,445 |
| BANK OF AMERICA CORP | $489,891 | $690,448 |
| BENTLEY SYSTEMS INC | $459,690 | $449,059 |
| BEST BUY INC | $344,573 | $373,476 |
| BLACKROCK FINANCE INC | $539,526 | $701,436 |
| BLACKSTONE INC | $658,801 | $702,034 |
| BLUE OWL CAPITAL INC | $151,383 | $182,234 |
| BOOZ ALLEN HAMILTON HOLDING | $59,806 | $165,311 |
| BROADCOM INC | $966,307 | $1,491,429 |
| BROADRIDGE FINANCIAL SOL | $73,029 | $137,059 |
| BRUKER CORP | $140,928 | $122,278 |
| CADENCE DESIGN SYSTEMS INC | $156,061 | $364,478 |
| CARLISLE COS INC | $142,085 | $145,669 |
| CASEYS GENERAL STORES INC | $104,133 | $145,787 |
| CDW CORP/DE | $341,277 | $391,518 |
| CENCORA INC | $119,966 | $133,427 |
| CHEMED CORP | $85,958 | $129,658 |
| CHENIERE ENERGY INC | $382,506 | $543,519 |
| CHEVRON CORPORATION | $624,274 | $989,653 |
| CHURCH & DWIGHT CO INC | $54,410 | $133,380 |
| CISCO SYSTEM INC | $454,579 | $652,311 |
| CME GROUP INC | $465,153 | $672,700 |
| COPART INC | $260,543 | $367,753 |
| CORPAY INC COM | $382,521 | $494,580 |
| COSTAR GROUP INC | $91,479 | $126,291 |
| COSTCO WHSL CORP NEW | $276,613 | $450,203 |
| CROCS INC | $137,837 | $115,907 |
| DARDEN RESTAURANTS INC | $370,569 | $382,448 |
| DECKERS OUTDOOR CORPORATION | $498,026 | $492,323 |
| DOMINION ENERGY INC | $367,522 | $439,927 |
| DOMINOS PIZZA INC | $96,981 | $138,600 |
| DONALDSON INC | $100,854 | $144,125 |
| DROPBOX INC | $125,531 | $147,862 |
| DUKE ENERGY CORP | $612,302 | $756,748 |
| DYNATRACE INC | $457,292 | $489,580 |
| EAGLE MATERIALS INC | $116,416 | $155,576 |
| EATON CORP PLC | $220,646 | $661,502 |
| ELEVANCE HEALTH INC | $569,158 | $499,085 |
| EMCOR GROUP INC | $139,770 | $158,355 |
| EMERSON ELECTRIC CO | $197,171 | $432,539 |
| EOG RES INC | $629,945 | $628,094 |
| EXELIXIS INC | $98,123 | $172,308 |
| EXXON MOBIL CORPORATION | $410,825 | $418,072 |
| FACTSET RESEARCH SYSTEMS INC | $76,633 | $143,029 |
| FAIR ISAAC & CO INC | $335,831 | $528,174 |
| FASTENAL CO | $138,923 | $155,969 |
| FIRST INDUSTRIAL REALTY TRUST | $422,885 | $395,250 |
| FISERV INC | $91,284 | $409,653 |
| GARTNER GROUP INC | $91,051 | $138,188 |
| GENERAL DYNAMICS CORP | $279,045 | $568,640 |
| GODADDY INC CL A | $212,380 | $494,562 |
| HILTON WORLDWIDE HOLDINGS INC | $275,609 | $544,852 |
| HOME DEPOT INC | $648,794 | $1,025,719 |
| HONEYWELL INTL INC | $332,446 | $373,309 |
| HOWMET AEROSPACE INC | $48,232 | $146,090 |
| HP INC | $149,001 | $147,053 |
| HUBSPOT INC | $156,208 | $152,567 |
| HYATT HOTELS CORP CLASS A | $463,312 | $447,986 |
| IDEXX LABS INC | $139,050 | $113,938 |
| ILLINOIS TOOL WORKS INC | $669,776 | $1,018,407 |
| INTUIT | $270,648 | $344,820 |
| IONIS PHARMACEUTICALS, INC | $133,059 | $124,768 |
| IQVIA HOLDINGS INC | $89,493 | $119,376 |
| JOHNSON AND JOHNSON | $527,868 | $624,253 |
| JP MORGAN CHASE & CO | $233,655 | $1,057,449 |
| LABORATORY CRP OF AMER HLDGS | $390,977 | $425,724 |
| LAMAR ADVERTISING CO-A | $129,728 | $145,860 |
| LANDSTAR SYSTEM INC | $60,568 | $135,343 |
| LIGHT & WONDER INC | $128,820 | $118,163 |
| LILLY ELI & CO | $418,028 | $763,361 |
| LINCOLN ELEC HLDGS INC | $141,883 | $151,160 |
| LYONDELLBASEBALL INDU-CL A | $429,192 | $389,522 |
| MANHATTAN ASSOCIATES INC | $75,019 | $135,630 |
| MASTERCARD INCORPORATED CLASS A | $36,804 | $399,672 |
| MCDONALDS CORP | $533,462 | $1,010,701 |
| MCKESSON CORP | $248,572 | $362,928 |
| MEDTRONIC PLC | $740,774 | $629,213 |
| MERCK & CO INC | $274,826 | $562,760 |
| META PLATFORMS INC | $736,213 | $1,416,112 |
| METLIFE INC | $233,494 | $401,118 |
| METTLER-TOLEDO INTL INC | $47,705 | $122,716 |
| MICROCHIP TECHNOLOGY INC | $453,287 | $399,867 |
| MICROSOFT CORP | $447,153 | $3,819,690 |
| MKS INSTRS INC | $155,927 | $122,176 |
| MOLINA HEALTHCARE INC | $113,090 | $128,488 |
| MONDELEZ INTERNATIONAL INC | $524,491 | $576,944 |
| MONOLITHIC POWER SYSTEMS INC | $134,414 | $113,895 |
| MORGAN STANLEY, DEAN WITTER & CO. | $379,843 | $746,325 |
| MORNINGSTAR INC | $30,888 | $144,342 |
| MOTOROLA SOLUTIONS INC | $241,195 | $377,454 |
| MSCI INC-A | $357,578 | $519,792 |
| NETAPP INC | $307,125 | $453,745 |
| NETFLIX.COM INC | $358,917 | $396,916 |
| NEXSTAR MEDIA GROUP INC COMMON STK | $567,334 | $596,369 |
| NRG ENERGY INC | $138,614 | $155,940 |
| NVIDIA CORP | $515,946 | $3,810,212 |
| ONEOK INC | $255,632 | $458,242 |
| ORACLE CORPORATION | $427,701 | $665,486 |
| PALANTIR TECHNOLOGIES INC | $95,351 | $164,785 |
| PALO ALTO NETWORKS INC | $137,946 | $412,578 |
| PAYCHEX INC | $57,027 | $144,207 |
| PEPSICO INC | $687,927 | $993,158 |
| PERFORMANCE FOOD GROUP CO | $406,822 | $522,031 |
| PNC BANK CORP | $599,911 | $669,300 |
| PRIMERICA INC | $110,318 | $152,246 |
| PROCTER & GAMBLE CO | $395,896 | $625,206 |
| PROLOGIS INC | $604,099 | $588,982 |
| PTC INC | $301,432 | $493,904 |
| PUBLIC STORAGE | $288,533 | $414,616 |
| REGIONS FINANCIAL CORP | $420,355 | $437,776 |
| ROCKWELL AUTOMATION INC | $445,398 | $472,077 |
| ROLLINS INCORPORATED | $181,814 | $437,129 |
| ROSS STORES INC | $104,317 | $127,145 |
| RPM INC OHIO | $206,847 | $483,018 |
| RTX CORPORATION | $512,764 | $690,853 |
| SERVICENOW INC | $291,779 | $373,196 |
| SKECHERS USA INC-CL A | $110,321 | $129,373 |
| SKYWORKS SOLUTIONS INC | $423,422 | $374,842 |
| SMITH (A.O.) CORP | $338,846 | $375,500 |
| SPOTIFY TECHNOLOGY SA | $373,174 | $394,728 |
| STANLEY BLACK & DECKER INC | $326,649 | $362,931 |
| STRYKER CORP | $111,090 | $366,968 |
| SYSCO CORP | $408,223 | $413,349 |
| T ROWE PRICE GROUP INC | $319,592 | $426,806 |
| TAKE-TWO INTERACTIVE SOFTWARE INC | $116,852 | $146,357 |
| TARGA RESOURCES CORP | $268,328 | $520,080 |
| TERADYNE INC | $118,267 | $111,521 |
| TESLA MOTORS INC | $464,349 | $805,766 |
| TETRA TECH INC | $91,160 | $144,685 |
| TEXAS INSTRUMENTS INC | $406,867 | $655,191 |
| TEXAS PACIFIC LAND CORP | $82,758 | $204,050 |
| THERMO FISHER CORP | $120,379 | $325,060 |
| TRACTOR SUPPLY COMPANY | $293,883 | $451,367 |
| TRADE DESK INC/THE | $93,674 | $163,486 |
| TRADEWEB MARKETS INC | $282,996 | $499,745 |
| TRAVEL AND LEISURE CO | $286,069 | $355,945 |
| TYLER TECHNOLOGIES INC | $56,233 | $142,314 |
| TYSON FOODS INC | $422,300 | $407,201 |
| UNITEDHEALTH GROUP INC | $126,947 | $361,280 |
| UNIVERSAL DISPLAY CORP | $95,343 | $122,618 |
| US BANCORP | $564,169 | $693,973 |
| VERIZON COMMUNICATIONS | $732,828 | $779,826 |
| VISA INC CLASS A SHARES | $94,704 | $491,296 |
| WASTE MGMT INC DEL | $267,862 | $389,609 |
| WATERS CORP | $116,121 | $135,706 |
| WEST PHARMACEUTICAL SVCS INC | $83,054 | $140,108 |
| YUM BRANDS INC | $127,848 | $133,783 |
| ZOETIS INC | $253,143 | $342,364 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $17,061,887 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,546,147 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $7,023,513 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $6,249,163 | 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 |
| AB SMALL CAP GROWTH-ADV | AT COST | $384,865 | $518,628 |
| AMER CENT SM CAP GRWTH-Y | AT COST | $374,186 | $501,284 |
| BDT CAPITAL PARTNERS 3 | AT COST | $12,065,171 | $15,623,316 |
| BDT CAPITAL PARTNERS FUND 4 LP | AT COST | $5,400,000 | $5,772,498 |
| BDT CAPITAL PARTNERS FUND II | AT COST | $8,591,604 | $11,868,175 |
| BDT CAPITAL PARTNERS FUND II - COST ADJUSTMENT | AT COST | $285,359 | $0 |
| CULTIVATION CAP GEOSPATIAL TECH LP | AT COST | $510,000 | $517,270 |
| CULTIVATION CAPITAL TECH FUND II | AT COST | $401,982 | $384,072 |
| CULTIVATION CAPITAL TECH FUND III | AT COST | $500,000 | $687,435 |
| CULTIVATION CAPITAL TECH FUND IV LP | AT COST | $296,250 | $273,166 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $2,553,595 | $3,799,866 |
| FIDELITY EMG MKTS INDEX-FAI | AT COST | $1,600,000 | $1,896,486 |
| FIDELITY MID CAP GRW INDX | AT COST | $4,935,319 | $5,645,349 |
| FIDELITY MID CAP VAL INDX | AT COST | $14,080,085 | $17,069,563 |
| FIDELITY SM CAP GRW INDX | AT COST | $2,441,215 | $2,793,966 |
| KEMPER FOUNDATION MINERAL VALUE | AT COST | $1 | $77,241 |
| MAKENA CAPITAL BLOCKER Y CAYMAN | AT COST | $1,885,804 | $615,837 |
| MAKENA CAPITAL BLOCKER Y CAYMAN - COST ADJUSTMENT | AT COST | $101,394 | $0 |
| MAKENA CAPITAL SPLITTER X | AT COST | $16,751,543 | $6,343,686 |
| MAKENA CAPITAL SPLITTER X - COST ADJUSTMENT | AT COST | $685,544 | $0 |
| MFS RESEARCH INTERNAT R6 | AT COST | $7,164,325 | $10,479,034 |
| VANGUARD DEV MK INDX FD ADM SHRS | AT COST | $8,862,252 | $10,833,730 |
| VANGUARD FTSE EMERGING MARKETS-ETF | AT COST | $6,493,748 | $8,335,331 |
| VANGUARD INTM TERM INV G-ADM | AT COST | $2,000,334 | $1,760,457 |
| VARIOUS MINERAL ASSETS | AT COST | $48 | $48 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,041 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,041 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $111,700 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION DIFFERENCE | Desc |
| Amt | $5,658 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (27 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN EXPENSES | $5,327 | $0 | $5,327 |
| OTHER EXPENSES | $520 | $0 | $520 |
| MAKENA K-1 INTEREST EXPENSE | $0 | $9,776 | $0 |
| MAKENA K-1 ROYALTY DEDUCTIONS | $0 | $2,280 | $0 |
| MAKENA K-1-SECTION 59(E)(2) EXPENDITURES | $0 | -$10,564 | $0 |
| MAKENA K-1 PORTFOLIO DEDUCTIONS | $0 | $118,808 | $0 |
| MAKENA K-1 OTHER DEDUCTIONS | $0 | -$372 | $0 |
| BDT II K-1 PORTFOLIO DEDUCTIONS | $0 | $166,809 | $0 |
| BDT III K-1 PORTFOLIO DEDUCTIONS | $0 | $225,072 | $0 |
| BDT III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $5,946 | $0 |
| BDT II SPIRITS K-1 PORTFOLIO DEDUCTIONS | $0 | $953 | $0 |
| BDT III SPIRITS K-1 PORTFOLIO DEDUCTIONS | $0 | $1,125 | $0 |
| BDT IV K-1 PORTOFLIO DEDUCTIONS | $0 | $134,408 | $0 |
| BDT IV K-1 INTEREST EXPENSE-INVESTMENT | $0 | $17,840 | $0 |
| CULTIVATION CAPITAL II K-1 PORTFOLIO DEDUCTIONS | $0 | $72 | $0 |
| CULTIVATION CAPITAL II K-1 INTEREST EXPENSE-INVESTMENT | $0 | $2 | $0 |
| CULTIVATION CAPITAL II K-1 OTHER DEDUCTIONS | $0 | $41 | $0 |
| CULTIVATION CAPITAL III K-1 PORTFOLIO DEDUCTIONS | $0 | $183 | $0 |
| CULTIVATION CAPITAL III K-1 OTHER DEDUCTIONS | $0 | $9,831 | $0 |
| CULTIVATION CAPITAL GEOSPATIAL K-1 INTEREST EXPENSE-INVESTMENT | $0 | $1,084 | $0 |
| CULTIVATION CAPITAL GEOSPATIAL K-1 OTHER DEDUCTION | $0 | $22,186 | $0 |
| CULTIVATION CAPITAL IV K-1 INTEREST EXPENSE-INVESTMENT | $0 | $472 | $0 |
| CULTIVATION CAPITAL IV K-1 OTHER DEDUCTIONS | $0 | $15,940 | $0 |
| REAL ESTATE EXPENSES | $276 | $276 | $0 |
| O&G HANDLING/TRANSPORTATION | $0 | $598 | $0 |
| O&G MANAGEMENT FEE | $0 | $888 | $0 |
| O&G PROPERTY FEE | $0 | $1,550 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAKENA K-1 BUSINESS INCOME | $0 | -$14,299 | $0 |
| MAKENA K-1 ROYALTIES | $0 | $11,628 | $0 |
| MAKENA K-1 CANCELLATION OF DEBT INCOME | $0 | $3,176 | $0 |
| MAKENA K-1 NET OTHER INCOME | $0 | -$225 | $0 |
| MAKENA K-1 OTHER PORTFOLIO INCOME | $0 | $9,164 | $0 |
| MAKENA K-1 RENTAL INCOME | $0 | -$14,505 | $0 |
| BDT II K-1 OTHER PORTFOLIO INCOME | $0 | -$5,487 | $0 |
| BDT SPIRITS K-1 OTHER PORTFOLIO INCOME | $0 | $505 | $0 |
| BDT III K-1 OTHER PORTFOLIO INCOME | $0 | $16,403 | $0 |
| BDT IV K-1 OTHER PORTFOLIO INCOME | $0 | $6,469 | $0 |
| CULTIVATION CAPITAL II K-1 BUSINESS INCOME | $0 | -$62 | $0 |
| CULTIVATION CAPITAL II K-1 ROYALTIES | $0 | $3 | $0 |
| MAKENA K-1 DISTRIBUTION | $698,119 | $0 | $0 |
| BDT K-1 DISTRIBUTION | $2,834,902 | $0 | $0 |
| CULTIVATION CAPITAL K-1 DISTRIBUTION | $39,581 | $0 | $0 |
| MINERAL INCOME | $9,987 | $14,806 | $9,987 |
| APPRAISAL REFUND | $14,236 | $14,236 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BDT MANAGEMENT FEES | $675,074 | $0 | $0 |
| GKCCF FEES | $296 | $0 | $296 |
| INVESTMENT FEES | $265 | $265 | $0 |
| ART APPRAISAL | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS FOR 990-PF | $51,000 | $0 | $0 |
| EXCISE TAXES | $460,000 | $0 | $0 |
| MAKENA K-1 FOREIGN TAXES | $0 | $642 | $0 |
| BDT II K-1 FOREIGN TAXES | $0 | $2,712 | $0 |
| STATE TAXES | $4,542 | $0 | $0 |
| RE STATE WITHHOLDINGS | $0 | $579 | $0 |
| RE PRODUCTION TAXES | $0 | $1,170 | $0 |
| RE AD VALOREM | $0 | $1 | $0 |
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