WILLIAM T KEMPER FOUNDATION COMMERCE BANK OF KANSAS CITY N A T: Form 990PF, tax year 2024
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
- 2024-11-01 to 2025-10-31
- Filed
- 2026-09-11
- IRS object ID
- 202602549349100710
- Schema version
- 2024v5.5
- 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 | 2026-09-11T09:59:56-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | 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 | 2026-09-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $383,405,845 | 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 | $7,566,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,228,545 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $341 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $341 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$59 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $11,659,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,165,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,797,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,583,607 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68,350 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,810,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,094,400 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,219,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $762,496 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $457,453 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,400 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $494,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $293,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $809,244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,186 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,030,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,574,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $480,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,134,201 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,204,153 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,164,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,574,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,684,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,646,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,520,049 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,226,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,382,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,382,342 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $24,085,400 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,925,105 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,221,725 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $48,422,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,203,562 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $84,285,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $43,843,988 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $41,197,533 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $39,662,312 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $71,531,533 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $72,215,049 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $118,627,014 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $98,364,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,119,836 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,115,385 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $111,700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $288,473,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,043,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $383,405,845 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $11,105,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,035,548 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $11,105,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,035,548 | 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 | $277,368,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $286,007,880 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,368,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $286,007,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $288,473,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,043,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,368,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,646,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $286,014,502 | SubtotalAmt |
| Other Decreases | $6,622 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $286,007,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $111,466,806 | $99,806,856 | $11,659,950 | $11,659,950 | |
| MAKENA K-1 GAINS | $476,647 | $476,647 | $476,647 | P | |
| MAKENA UBTI | $40,143 | -$40,143 | -$40,143 | P | |
| BDT II K-1 GAINS | $71,620 | $71,620 | $71,620 | P | |
| BDT III K-1 GAINS | $517,491 | -$517,491 | -$517,491 | P | |
| CULTIVATION CAP II GAINS | $11,261 | $11,261 | $11,261 | P | |
| CULTIVATION CAP QSBS | $4,044 | -$4,044 | -$4,044 | P | |
| CULTIVATION CAP III GAINS | $139,364 | $139,364 | $139,364 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,797,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $257,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $257,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $257,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $266,086 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $260,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $526,086 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $268,657 | OverpaymentAmt |
| Applied To ES Tax | $268,657 | 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 | $762,496 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 10.00 | $84,722 | $0 | $0 |
| COMMERCE BANKNA-CHAR MGMT | ||||||||
| 1000 WALNUT | KANSAS CITY | MO | 64106 | CORP TRUSTEE | 40.00 | $372,732 | $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 | $322,329,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,827,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,903,427 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $369,059,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $369,059,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,535,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $363,524,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,176,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,176,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $257,429 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $109,484 | IncomeTaxAmt |
| Total Tax | $366,913 | TotalTaxAmt |
| Distributable Before Adj | $17,809,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $450,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,259,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,259,290 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,684,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,684,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,259,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,421,468 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,684,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,421,468 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,787 | 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 | $17,996,503 | 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 (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AD HOC GROUP AGAINST CRIME | |||||||
| 104 VIETNAM VETERANS MEMORIAL | KANSAS CITY | MO | 66204 | NONE | PC | ADHOC CENTER FOR HEALING AND JUSTICE | $50,000 |
| ALIGNED | |||||||
| 22052 W 66TH ST STE 200 | SHAWNEE | KS | 66226 | NONE | PC | SPONSOR EDUNOMICS CERTIFICATE IN EDUCATION FINANCE IN-PERSON PROGRAM THROUGH GEORGETOWN UNIVERSITY | $10,000 |
| AMERICAN PUBLIC SQUARE INC | |||||||
| 300 E 39TH ST STE 2S | KANSAS CITY | MO | 64111 | NONE | PC | APS FACT SHEETS | $15,300 |
| AMERICANS FOR OXFORD INC | |||||||
| 500 5TH AVE FL 32 | NEW YORK | NY | 10110 | NONE | PC | WORCESTER LAKE RESTORATION | $75,000 |
| ARCHDIOCESE OF ST LOUIS | |||||||
| CARDINAL RIGALI CENTER | ST LOUIS | MO | 63119 | NONE | PC | FUND CONTRIBUTION | $25,000 |
| ASSOCIATION OF MISSOURI CHARTER SCHOOLS | |||||||
| 2300 MAIN ST STE 900 | KANSAS CITY | MO | 64113 | NONE | PC | CAPACITY BUILDING CAMPAIGN | $25,000 |
| BEACON MEDIA INC | |||||||
| 300 E 39TH ST | KANSAS CITY | MO | 64111 | NONE | PC | LOCAL GOVERNMENT ACCOUNTABILITY REPORTING | $50,000 |
| BENEDICTINE COLLEGE | |||||||
| 1020 NORTH 2ND ST | ATCHISON | KS | 66002 | NONE | PC | THE REMNANT TRUST EXHIBIT | $20,000 |
| BOSTON DANIELS | |||||||
| 3005 OAKLAND AVE | KANSAS CITY | KS | 661022448 | NONE | PC | BOSTON DANIELS MONUMENT COMMISSIONING | $80,000 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | H. ROE BARTLE SCOUT RESERVATION CAMPSITE IMPROVEMENTS OVER 2 YEARS | $100,000 |
| 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 2025 | $24,000 |
| CARDINAL RITTER COLLEGE PREP | |||||||
| 701 N SPRING AVE | ST LOUIS | MO | 63108 | NONE | PC | TUITION ASSISTANCE PROGRAM | $50,000 |
| CASA DE SALUD | |||||||
| 3200 CHOUTEAU AVE | ST LOUIS | MO | 63103 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $10,000 |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | CAPACITY BUILDING FOR PATH CLINIC AS PART OF ILLUMINATE CAMPAIGN | $400,000 |
| CONTEMPORARY ART MUSEUM ST LOUIS | |||||||
| 3750 WASHINGTON BLVD | ST LOUIS | MO | 63108 | NONE | PC | CEILING-MOUNTED PROJECTOR INSTALLATION | $25,000 |
| COUNTERPUBLIC | |||||||
| 3733 WASHINGTON AVE | ST LOUIS | MO | 63108 | NONE | PC | COUNTERPUBLIC 2026: INTERNATIONAL INSTITUTE FOCUS AREA | $500,000 |
| CULTURAL FESTIVALS | |||||||
| 225 S MERAMEC AVE STE 105 | ST LOUIS | MO | 63105 | NONE | PC | CREATIVE CASTLE AND PERFORMING ARTS STAGE | $15,000 |
| 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 | I LIKE IKE CAPITAL CAMPAIGN: EDUCATION CENTER | $250,000 |
| 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 |
| FLANCE MANAGEMENT INC DBA FLANCE EARLY LEARNING CENTER | |||||||
| 1908 OFALLON ST | ST LOUIS | MO | 63106 | NONE | PC | EMERGENCY SUPPORT - HVAC | $24,000 |
| FOREST PARK FOREVER INC | |||||||
| 5595 GRAND DRIVE IN FOREST PARK | ST LOUIS | MO | 63112 | NONE | PC | TORNADO RECOVERY FUND | $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 | $1,000,000 |
| 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 |
| FRENCH COLONIAL AMERICA | |||||||
| 198 MARKET ST | SAINTE GENEVIEVE | MO | 63670 | NONE | PC | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $8,000 |
| FRENCH HERITAGE SOCIETY INC | |||||||
| 14 E 60TH ST STE 605 | NEW YORK | NY | 10022 | NONE | PC | FRENCH HERITAGE CORRIDOR INITIATIVE | $9,000 |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | 2025/2026 SEASON SUPPORT | $125,000 |
| FRIENDS OF CHAMBER MUSIC | |||||||
| 4635 WYANDOTTE STE 201 | KANSAS CITY | MO | 641121537 | NONE | PC | 50TH ANNIVERSARY CAMPAIGN | $50,000 |
| G & A SOURCING INC DBA GRAND CENTER INC | |||||||
| 3526 WASHINGTON 2ND FLR | ST LOUIS | MO | 63103 | NONE | PC | STRAUSS PARK LIGHTING ENHANCEMENT PROJECT | $20,000 |
| 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 | $75,000 |
| 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 |
| HISTORIC KANSAS CITY FOUNDATION | |||||||
| 3401 BROADWAY BLVD | KANSAS CITY | MO | 641112403 | NONE | PC | 2024 ANNUAL APPEAL CHALLENGE MATCH GRANT | $12,500 |
| HOPE HOUSE INC | |||||||
| PO BOX 577 | LEES SUMMIT | MO | 64063 | NONE | PC | COMMUNITY PARTNERSHIP BUILDING FOUNDATION REPAIR PROJECT | $44,025 |
| INTERNATIONAL INSTITUTE OF METROPOLITAN ST LOUIS | |||||||
| 3401 ARSENAL ST | ST LOUIS | MO | 63118 | NONE | PC | EMERGENCY ASSISTANCE | $100,000 |
| JEWISH VOCATIONAL SERVICE BUREAU OF KANSAS CITY | |||||||
| 4600 THE PASEO | KANSAS CITY | MO | 64110 | NONE | PC | REFUGEE FUNDING EMERGENCY ASSISTANCE | $50,000 |
| JOHN BURROUGHS SCHOOL | |||||||
| 755 S PRICE RD | ST LOUIS | MO | 631241866 | NONE | PC | ANNUAL FUND | $33,500 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | ANNUAL BEQUEST | $250,000 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | VANDERSLICE ROOF PARTIAL REPLACEMENT | $250,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | BOLENDER CENTER MASONRY, STEEL, AND ROOF REPAIRS OVER 2 YEARS | $250,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | 2025/2026 SEASON SUPPORT AND PARTIAL UNDERWRITING OF SWAN LAKE | $35,000 |
| KANSAS CITY CHORALE | |||||||
| 5601 WYANDOTTE STE 412 | KANSAS CITY | MO | 64113 | NONE | PC | 2024/2025 SEASON SUPPORT WITH ANNUAL SPRINGSONG CONCERT AT THE NELSON UNDERWRITTEN IN MEMORY OF LAURA KEMPER FIELDS | $25,000 |
| KANSAS CITY PUBLIC LIBRARY | |||||||
| 14 W 10TH ST | KANSAS CITY | MO | 64105 | NONE | PC | CREATIVE WRITING INITIATIVE WITH UMKC THROUGH WRITERS FOR READERS PROGRAM | $2,500 |
| KANSAS CITY RESCUE MISSION DBA SHELTER KC A KANSAS CITY RESCUE MISSION | |||||||
| 1520 CHERRY ST | KANSAS CITY | MO | 64108 | NONE | PC | EXPANSION OF SHELTER KC'S MEN'S CENTER | $100,000 |
| KANSAS CITY SYMPHONY | |||||||
| 1644 WYANDOTTE ST | KANSAS CITY | MO | 64108 | NONE | PC | 2024/2025 SEASON SUPPORT | $200,000 |
| 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 | $60,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | WILLIAM T. KEMPER FELLOWSHIP FOR TEACHING EXCELLENCE | $37,500 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | WILLIAM T. KEMPER ARTIST-IN-RESIDENCE RENEWAL OVER 2 YEARS | $15,500 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - HALL CENTER FOR THE HUMANITIES | |||||||
| 900 SUNNYSIDE AVE | LAWRENCE | KS | 660457622 | NONE | PC | 2025 AI & DIGITAL LITERACY INSTITUTE TEACHER STIPENDS | $22,500 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - SCHOOL OF ARCHITECTURE & DESIGN | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | DESIGN FOR NEXT PHASE 1: CONSTRUCTION OF KUBE SIGNATURE OVER 2 YEARS | $500,000 |
| 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 | $500,000 |
| 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 | $500,000 |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN ST STE 203 | ST LOUIS | MO | 63103 | NONE | PC | BEYOND PROM: IN HONOR OF KELLY GARRETT | $10,000 |
| 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 |
| LIBERTY MEMORIAL ASSOCIATION DBA NATIONAL WORLD WAR I MUSEUM AND MEMORIAL | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 641084603 | NONE | PC | DIGITIZATION PROJECT | $150,000 |
| LINDENWOOD EDUCATION SYSTEM DBA LINDENWOOD UNIVERSITY | |||||||
| 209 S KINGSHIGHWAY | ST CHARLES | MO | 633011695 | NONE | PC | BUTLER LIBRARY RENOVATION | $250,000 |
| LYRIC OPERA OF KANSAS CITY INC | |||||||
| 1725 HOLMES ST | KANSAS CITY | MO | 641081538 | NONE | PC | 2024/2025 SEASON SUPPORT | $40,000 |
| MARYVILLE UNIVERSITY OF ST LOUIS | |||||||
| 650 MARYVILLE UNIVERSITY DR | ST LOUIS | MO | 63141 | NONE | PC | DR. MARK LOMBARDI SCHOLARSHIP CAMPAIGN | $25,000 |
| MEDS & FOOD FOR KIDS | |||||||
| 8050 WATSON RD STE 355 | ST LOUIS | MO | 63119 | NONE | PC | EMERGENCY ASSISTANCE - VEHICLES | $43,000 |
| MID-AMERICA ARTS ALLIANCE | |||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 641081914 | NONE | PC | EXHIBITSUSA FOR EXHIBITS IN MISSOURI AND KANSAS | $35,000 |
| MID-AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | DOUBLE UP HEARTLAND | $15,000 |
| MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES | |||||||
| 4344 SHAW BLVD | ST LOUIS | MO | 63110 | NONE | PC | PRESIDENT'S RESIDENCE RENOVATION | $150,000 |
| MISSOURI HISTORICAL SOCIETY JEFFERSON MEMORIAL BUILDING DBA MISSOURI HISTOR | |||||||
| 5700 LINDELL BLVD | ST LOUIS | MO | 63112 | NONE | PC | GALLERY STL EXHIBIT | $250,000 |
| MISSOURI MAIN STREET CONNECTION INC | |||||||
| PO BOX 1066 | BRANSON | MO | 65615 | NONE | PC | 2025 MAIN STREET NOW CONFERENCE IN KANSAS CITY | $9,000 |
| MOTHERS REFUGE | |||||||
| 14400 E 42ND ST STE 220 | INDEPENDENCE | MO | 64055 | NONE | PC | WELCOME HOME: TRANSITIONAL LIVING FOR HOMELESS YOUNG MOMS AND CHILDREN | $100,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 295 N LINDBERGH | ST LOUIS | MO | 63141 | NONE | PC | COMMUNITY SERVICE AWARD | $5,000 |
| NEIGHBORHOOD SOLIDARITY FUND DBA INVEST STL | |||||||
| 5600 DELMAR BLVD | ST LOUIS | MO | 63112 | NONE | PC | NORTHSIDE RESILIENCE FUND | $200,000 |
| 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 | ACQUISITION OF "PHYSICHROMIE PANAM 110" BY CARLOS CRUZ-DIEZ | $468,242 |
| NINE NETWORK OF PUBLIC MEDIA DBA NINE PBS | |||||||
| 3655 OLIVE ST | ST LOUIS | MO | 63108 | NONE | PC | ENGAGE, CONNECT, STRENGTHEN CAMPAIGN OVER 3 YEARS | $1,800,000 |
| OPERA THEATRE OF SAINT LOUIS | |||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | SPRING OPERAS | $65,000 |
| OPERATION BREAKTHROUGH INC | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 641091540 | NONE | PC | CAPACITY BUILDING FOR TEEN PROGRAMMING OVER 2 YEARS | $100,000 |
| ORPHEUM PERFORMING ARTS CENTRE LTD | |||||||
| 200 N BROADWAY STE 330 | WICHITA | KS | 67202 | NONE | PC | ORPHEUM THEATRE: SECOND CENTURY CAMPAIGN | $50,000 |
| PETER AND PAUL COMMUNITY SERVICES INC | |||||||
| 2612 WYOMING ST | ST LOUIS | MO | 63118 | NONE | PC | EMERGENCY COLD WEATHER SHELTER | $25,000 |
| POLICE FOUNDATION OF KANSAS CITY | |||||||
| PO BOX 25198 | KANSAS CITY | MO | 64119 | NONE | PC | PEREGRINE SOFTWARE | $50,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MT AUBURN ST 3RD FL | CAMBRIDGE | MA | 021385762 | NONE | PC | VILLA I TATTI COUNCIL | $12,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MT AUBURN ST 3RD FL | CAMBRIDGE | MA | 021385762 | NONE | PC | VILLA I TATTI DIGITAL HUMANITIES PROGRAM | $25,000 |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | KC MEDIA COLLECTIVE PROJECT MANAGER | $25,000 |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | CIVIC IMPACT JOURNALISM | $100,000 |
| REPERTORY THEATRE OF ST LOUIS | |||||||
| 130 EDGAR RD | WEBSTER GROVES | MO | 63119 | NONE | PC | IT INFRASTRUCTURE UPGRADES | $44,000 |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | SLSO PLAYLIST: A NEW AUDIENCE DEVELOPMENT INITIATIVE | $100,000 |
| SAMUEL U RODGERS HEALTH CENTER INC | |||||||
| 825 EUCLID AVE | KANSAS CITY | MO | 64124 | NONE | PC | PATIENT UNCOMPENSATED CARE | $150,000 |
| SCHOOL SMART KC INC | |||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | LITERACY FOR ALL STUDENTS - CROSSROADS CENTRAL STREET CAMPUS | $176,936 |
| SCHOOL SMART KC INC | |||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | LITERACY FOR ALL STUDENTS - CROSSROADS CENTRAL STREET CAMPUS | $100,000 |
| SHAKESPEARE FESTIVAL ST LOUIS | |||||||
| 3333 WASHINGTON AVE | ST LOUIS | MO | 63103 | NONE | PC | SHAKESPEARE IN THE ZOO: ROMEO & ZOOLIET | $50,000 |
| 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 |
| SHOW ME KC SCHOOLS | |||||||
| 2201 LEXINGTON AVE | KANSAS CITY | MO | 64124 | NONE | PC | CITY SCHOOL FAIR | $10,000 |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | NONE | PC | NATIONAL PORTRAIT GALLERY | $12,500 |
| ST LOUIS AREA FOOD BANK INC | |||||||
| 70 CORPORATE WOODS DR | BRIDGETON | MO | 63044 | NONE | PC | 50TH ANNIVERSARY TRUCK WRAPS | $30,000 |
| ST LOUIS ART MUSEUM FOUNDATION | |||||||
| 1 FINE ARTS DR | ST LOUIS | MO | 63110 | NONE | PC | ANSELM KIEFER: BECOMING THE OCEAN EXHIBIT | $250,000 |
| ST LOUIS CENTER FOR INTERNATIONAL RELATIONS DBA WORLD TRADE CENTER ST LOU | |||||||
| 120 S CENTRAL STE 1200 | ST LOUIS | MO | 63105 | NONE | PC | INTERNATIONAL MENTORING ST. LOUIS EXPANSION | $75,000 |
| ST LOUIS CHILDRENS HOSPITAL FOUNDATION | |||||||
| 1001 HIGHLANDS PLAZA DR | ST LOUIS | MO | 63110 | NONE | PC | TOGETHER WE WILL CAMPAIGN - CHILD LIFE ZONE | $500,000 |
| ST LOUIS COMMUNITY FOUNDATION INCORPORATED | |||||||
| 2 OAK KNOLL PK | ST LOUIS | MO | 63105 | NONE | PC | CITY OF ST. LOUIS TORNADO RELIEF FUND | $25,000 |
| SUMMERFEST CONCERTS AND-OR RECORDINGS INC | |||||||
| PO BOX 22697 | KANSAS CITY | MO | 641130000 | NONE | PC | 2025 SEASON SUPPORT | $7,500 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 943056015 | NONE | PC | THE KEMPER FAMILY STANFORD IN OXFORD TEACHING FELLOW FUND | $500,000 |
| 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 | USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT FOR OPERATING THEIR ORGANIZATION | $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 |
| 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 |
| TURNER HOUSE CLINIC INC DBA VIBRANT HEALTH | |||||||
| 21 NORTH 12TH ST | KANSAS CITY | KS | 66102 | NONE | PC | ESTABLISH FUND FOR PATIENT SERVICES | $200,000 |
| 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 | 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 | $5,650 |
| 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 | $108,000 |
| 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 | $96,500 |
| UNITED WAY OF GREATER KANSAS CITY INC | |||||||
| 4801 MAIN ST | KANSAS CITY | MO | 64112 | NONE | PC | EVICTION PREVENTION INITIATIVE | $150,000 |
| 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 |
| UNIVERSITY ACADEMY | |||||||
| 6801 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | COLLEGE INCENTIVE PROGRAM MATCH | $4,500 |
| UNIVERSITY ACADEMY | |||||||
| 6801 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | COLLEGE INCENTIVE PROGRAM MATCH | $3,500 |
| 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 |
| URBAN LEAGUE OF METROPOLITAN ST LOUIS | |||||||
| 1408 N KINGSHIGHWAY BLVD STE 300 | ST LOUIS | MO | 63113 | NONE | PC | TORNADO RELIEF DISTRIBUTION PROJECT | $7,500 |
| URBAN SPROUTS | |||||||
| 6757 OLIVE BLVD | UNIVERSITY CITY | MO | 63130 | NONE | PC | BOUNDLESS POSSIBILITIES CAMPAIGN | $20,000 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 7425 FORSYTH BLVD | CLAYTON | MO | 63105 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION SUPPORT | $100,000 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 7425 FORSYTH BLVD | CLAYTON | MO | 63105 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM | $7,500 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 7425 FORSYTH BLVD | CLAYTON | MO | 63105 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM | $10,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | TEACHING GREENHOUSE | $118,000 |
| WILLIAM JEWELL COLLEGE | |||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681896 | NONE | PC | JEWELL REIMAGINED INITIATIVE | $1,275,000 |
| 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 | 2024/2025 SEASON SUPPORT AND UNDERWRITING OF EMANUEL AX AND ANTHONY MCGILL | $90,000 |
| WORNALL-MAJORS HOUSE MUSEUMS INC | |||||||
| 6115 WORNALL RD | KANSAS CITY | MO | 64113 | NONE | PC | CAPACITY BUILDING OVER 2 YEARS | $38,000 |
| YOUNG MEN'S CHRISTIAN ASSN OF ST JOSEPH | |||||||
| PO BOX 999 | ST JOSEPH | MO | 64501 | NONE | PC | COMMUNITY AQUATICS CENTER | $50,000 |
| YOUTH SYMPHONY ASSOCIATION OF KANSAS CITY INC | |||||||
| 905 MCGEE ST | KANSAS CITY | MO | 64106 | NONE | PC | MATCHING CHALLENGE FUNDS FOR MEMBERSHIP DRIVES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,204,153 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON DANIELS | |||||||
| 3005 OAKLAND AVE | KANSAS CITY | KS | 661022448 | NONE | PC | BOSTON DANIELS MONUMENT COMMISSIONING | $75,000 |
| BOY SCOUTS OF AMERICA - HEART OF AMERICA COUNCIL | |||||||
| 10210 HOLMES RD | KANSAS CITY | MO | 641314212 | NONE | PC | H. ROE BARTLE SCOUT RESERVATION CAMPSITE IMPROVEMENTS OVER 2 YEARS | $100,000 |
| CHILDREN'S MERCY HOSPITAL | |||||||
| 2401 GILLHAM RD | KANSAS CITY | MO | 64108 | NONE | PC | CAPACITY BUILDING FOR PATH CLINIC AS PART OF ILLUMINATE CAMPAIGN | $100,000 |
| 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 |
| EISENHOWER FOUNDATION | |||||||
| PO BOX 295 | ABILENE | KS | 67410 | NONE | PC | I LIKE IKE CAPITAL CAMPAIGN: EDUCATION CENTER | $250,000 |
| 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 |
| 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 | $16,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| 5151 TROOST AVE STE 300 | KANSAS CITY | MO | 64110 | NONE | PC | PRESERVATION AND DIGITAL ACCESS TO ARCHIVAL COLLECTIONS | $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 |
| KANSAS CITY ART INSTITUTE | |||||||
| 4415 WARWICK BLVD | KANSAS CITY | MO | 641111874 | NONE | PC | VANDERSLICE ROOF PARTIAL REPLACEMENT | $250,000 |
| KANSAS CITY BALLET ASSOCIATION | |||||||
| 500 W PERSHING RD | KANSAS CITY | MO | 641082430 | NONE | PC | BOLENDER CENTER MASONRY, STEEL, AND ROOF REPAIRS OVER 2 YEARS | $150,000 |
| KANSAS UNIVERSITY ENDOWMENT ASSOC - SCHOOL OF ARCHITECTURE & DESIGN | |||||||
| 1891 CONSTANT AVE | LAWRENCE | KS | 66047 | NONE | PC | DESIGN FOR NEXT PHASE 1: CONSTRUCTION OF KUBE SIGNATURE OVER 2 YEARS | $500,000 |
| MID-AMERICA REGIONAL COUNCIL | |||||||
| 600 BROADWAY STE 200 | KANSAS CITY | MO | 64105 | NONE | PC | DOUBLE UP HEARTLAND | $30,000 |
| NATIONAL WORLD WAR I MUSEUM | |||||||
| 2 MEMORIAL DR | KANSAS CITY | MO | 64108 | NONE | PC | DIGITIZATION PROJECT | $300,000 |
| NORTHEAST COMMUNITY CENTER | |||||||
| 544 WABASH AVE | KANSAS CITY | MO | 64124 | NONE | PC | CRESCENDO: INCREASING CAPACITY FOR HARMONY PROJECT KC | $500,000 |
| OPERA THEATRE OF SAINT LOUIS | |||||||
| 210 HAZEL AVE | ST LOUIS | MO | 631197910 | NONE | PC | SPRING OPERAS | $130,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MT AUBURN ST 3RD FL | CAMBRIDGE | MA | 021385762 | NONE | PC | VILLA I TATTI DIGITAL HUMANITIES PROGRAM | $25,000 |
| PUBLIC TELEVISION 19 INC DBA KANSAS CITY PBS | |||||||
| 125 E 31ST ST | KANSAS CITY | MO | 64108 | NONE | PC | CIVIC IMPACT JOURNALISM | $100,000 |
| SAINT LOUIS SYMPHONY ORCHESTRA | |||||||
| 718 N GRAND BLVD | ST LOUIS | MO | 63103 | NONE | PC | SLSO PLAYLIST: A NEW AUDIENCE DEVELOPMENT INITIATIVE | $200,000 |
| SCHOOL SMART KC INC | |||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | LITERACY FOR ALL STUDENTS - CROSSROADS CENTRAL STREET CAMPUS | $377,048 |
| SCHOOL SMART KC INC | |||||||
| 3105 GILLHAM RD STE 200 | KANSAS CITY | MO | 64109 | NONE | PC | LITERACY FOR ALL STUDENTS - CROSSROADS CENTRAL STREET CAMPUS | $280,000 |
| ST LOUIS CENTER FOR INTERNATIONAL RELATIONS DBA WORLD TRADE CENTER ST LOU | |||||||
| 120 S CENTRAL STE 1200 | ST LOUIS | MO | 63105 | NONE | PC | INTERNATIONAL MENTORING ST. LOUIS EXPANSION | $75,000 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 943056015 | NONE | PC | THE KEMPER FAMILY STANFORD IN OXFORD TEACHING FELLOW FUND | $500,000 |
| TRUSTEES OF PRINCETON UNIVERSITY - ART MUSEUM | |||||||
| 701 CARNEGIE CTR STE 445 | PRINCETON | NJ | 08540 | NONE | PC | SUPPORT OF THE CURATOR OF TEACHING AND LEARNING | $310,500 |
| UNIVERSITY ACADEMY | |||||||
| 6801 HOLMES RD | KANSAS CITY | MO | 64131 | NONE | PC | COLLEGE INCENTIVE PROGRAM MATCH | $104,000 |
| 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-KANSAS CITY - KCUR RADIO | |||||||
| 4825 TROOST STE 202 | KANSAS CITY | MO | 641102499 | NONE | PC | A NEW HOME FOR KCUR | $2,000,000 |
| WASHINGTON UNIVERSITY MILDRED LANE KEMPER ART MUSEUM | |||||||
| 7425 FORSYTH BLVD | CLAYTON | MO | 63105 | NONE | PC | MILDRED LANE KEMPER ART MUSEUM EXHIBITION SUPPORT | $100,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 024818203 | NONE | PC | TEACHING GREENHOUSE | $118,000 |
| WILLIAM JEWELL COLLEGE (HARRIMAN-JEWELL SERIES) | |||||||
| 500 COLLEGE HILL CAMPUS BOX 1015 | LIBERTY | MO | 640681896 | NONE | PC | 2026/2027 SEASON SUPPORT | $90,000 |
| WORNALL-MAJORS HOUSE MUSEUMS INC | |||||||
| 6115 WORNALL RD | KANSAS CITY | MO | 64113 | NONE | PC | CAPACITY BUILDING OVER 2 YEARS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,035,548 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,566,558 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$59 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $3,575,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,659,950 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| MINERAL INCOME | 15 | $8,373 | |
| TAX REFUNDS | |||
| OTHER INVESTMENT INCOME | 525990 | ||
| VENDOR REFUND |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,810,056 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,810,056 | 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, 2025IN 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 (70 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADC 2021-1A CL A2 1.937% 8/15/46 | $500,000 | $488,244 |
| AESOP 2023-6A CL A 5.81% 12/20/29 | $799,636 | $832,427 |
| ALLEGHANY CORP NT 3.625% 5/15/30 | $749,214 | $786,646 |
| AMERICAN HONDA NT 2.25% 1/12/29 | $823,144 | $777,711 |
| AMERIPRISE FINL NT 2.875% 9/15/26 | $649,305 | $643,877 |
| ASCENSION HEALTH NT 3.945% 11/15/46 | $971,991 | $825,020 |
| BAKER HUGHES NT 4.08% 12/15/47 | $454,955 | $403,060 |
| BALTIMORE G & E NT 2.4% 8/15/26 | $598,200 | $592,296 |
| BANK OF AMERICA NT V/R 2/7/30 | $425,000 | $422,097 |
| BANK OF NY MELLON NT 2.05% 1/26/27 | $724,399 | $792,091 |
| BAPTIST HLTH FL NT 4.342% 11/15/41 | $483,835 | $424,771 |
| BERKSHIRE HATHAWAY NT 2.3% 3/15/27 | $579,890 | $568,470 |
| BK OF AMER NT V/R 10/24/31 | $205,000 | $182,411 |
| BLACKROCK NT 2.1% 2/25/32 | $614,603 | $659,003 |
| BMW US CAPITAL LLC NT 3.95% 8/14/28 | $748,830 | $747,383 |
| BOA NT V/R 4/25/34 | $170,000 | $175,896 |
| BP CAP MARKETS NT 4.893% 9/11/33 | $799,984 | $814,072 |
| BURLINGTON NORTH NT 3.9% 8/1/46 | $595,194 | $487,554 |
| CANADIAN NATL RAIL NT 4.45% 1/20/49 | $649,909 | $570,174 |
| CAUTO 2022-1A CL A1 3.35% 3/15/52 | $364,802 | $347,941 |
| CHARLES SCHWAB NT V/R 8/24/34 | $760,000 | $827,967 |
| CHUBB INA HLDGS NT 4.15% 3/13/43 | $699,992 | $701,176 |
| CUMMINS INC NT 2.6% 9/1/50 | $892,027 | $599,547 |
| DAIMLER TRUCKS NT 5.25% 1/13/30 | $638,970 | $657,984 |
| ELFI 2022-A CL A 4.51% 8/26/47 | $166,937 | $164,813 |
| ELI LILLY & CO NT 4.6% 8/14/34 | $799,744 | $802,648 |
| EQUITABLE FINL LIFE NT 1% 1/9/26 | $908,808 | $904,203 |
| FKH 2022-SFR2 CL A 4.25% 7/17/39 | $461,739 | $477,414 |
| GLAXOSMITHKLINE NT 3.875% 5/15/28 | $789,008 | $749,273 |
| GOLDMAN SACHS BK NT V/R 5/21/27 | $720,000 | $724,579 |
| GONZAGA UNIV NT 4.158% 4/1/46 | $370,000 | $291,593 |
| HENRY J KAISER FMY NT 3.356% 12/1/25 | $660,000 | $659,241 |
| HONEYWELL INTL NT 5% 3/1/35 | $801,792 | $815,304 |
| HSBC HOLDINGS NT 6.1% 1/14/42 | $320,803 | $364,356 |
| JOHN DEERE CAP CORP NT 4.7% 6/10/30 | $819,270 | $840,270 |
| JPMORGAN CHASE NT 5.5% 10/15/40 | $557,564 | $472,163 |
| LOEWS CORP NT 3.75% 4/1/26 | $70,403 | $69,853 |
| MASTERCARD INC NT 4.875% 5/9/34 | $791,152 | $818,552 |
| MET LIFE GLOB NT 3.45% 12/18/26 | $505,095 | $497,120 |
| META PLATFORMS NT 4.75% 8/15/34 | $809,808 | $803,712 |
| METLIFE INC NT 4.05% 3/1/45 | $298,503 | $251,964 |
| MID-AMERICA APTS NT 2.75% 3/15/30 | $786,758 | $829,864 |
| NATL RURAL UTIL COOP NT 3.9% 11/1/28 | $700,722 | $657,149 |
| NESTLE HOLDINGS NT 3.625% 9/24/28 | $746,385 | $744,533 |
| NEW YORK LIFE GLOBAL NT 3.25% 4/7/27 | $799,856 | $793,048 |
| NUVEEN LLC NT 4% 11/1/28 | $720,672 | $722,542 |
| OAKIG 2021-2A CL A1 2.38% 11/20/51 | $402,437 | $388,897 |
| OBX 2022-NQM1 CL A1 V/R 11/25/61 | $541,812 | $490,606 |
| PNC FIN NT 3.15% 5/19/27 | $654,743 | $666,191 |
| ROCHE HOLDINGS NT 2.314% 3/10/27 | $800,000 | $784,520 |
| SDCP 2021-1 CL A2 1.881% 6/20/46 | $756,551 | $785,187 |
| SEACO 2021-2A CL A 1.95% 8/17/41 | $493,445 | $461,873 |
| SIEMENS FING NT 6.125% 8/17/26 | $477,416 | $406,940 |
| SMB 2021-B CL A 1.31% 7/17/51 | $240,525 | $226,908 |
| SOFI 2018-C CL A2FX 3.59% 1/25/48 | $62,876 | $62,463 |
| SRFC 2021-1A CL A 0.99% 11/20/37 | $47,978 | $47,745 |
| STATE STREET CORP NT V/R 8/4/33 | $850,000 | $832,048 |
| STEAM 2021-1A CL A 2.25% 2/28/51 | $401,259 | $380,618 |
| TEACHERS INS NT 4.27% 5/15/47 | $637,495 | $417,610 |
| TIF 2020-1A CL A 2.09% 8/20/45 | $295,705 | $282,035 |
| TOYOTA MOTOR NT 4.55% 9/20/27 | $624,394 | $632,506 |
| TRANS-CANADA PL NT 7.25% 8/15/38 | $352,602 | $318,120 |
| TRL 2019-1A CL A 3.82% 4/17/49 | $164,816 | $163,974 |
| TRL 2020-2A CL A2 2.56% 11/19/27 | $899,754 | $861,420 |
| TRP 2021-1 CL A 2.07% 6/19/51 | $769,186 | $738,372 |
| UNION ELEC NT 2.95% 3/15/30 | $911,444 | $771,460 |
| US BANCORP NT V/R 1/27/28 | $400,000 | $390,548 |
| US BANCORP NT V/R 6/12/34 | $750,000 | $799,763 |
| WELLS FARGO BK NT 6.5% 12/1/28 | $742,044 | $633,690 |
| WW GRAINGER NT 3.75% 5/15/46 | $417,152 | $336,806 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (156 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $559,051 | $652,714 |
| ABBVIE INC | $948,419 | $1,179,596 |
| AIR PRODUCTS & CHEMICALS INC | $415,220 | $356,607 |
| ALNYLAM PHARMACEUTICALS INC | $142,896 | $141,372 |
| ALPHABET INC CL A | $911,608 | $3,377,092 |
| AMAZON COM INC | $956,221 | $2,649,787 |
| AMDOCS LTD | $414,009 | $380,855 |
| AMERICAN ELECTRIC POWER INC | $379,133 | $478,034 |
| AMERPRISE FINANCIAL INC | $91,891 | $95,082 |
| AMGEN INC | $886,757 | $1,086,285 |
| AMPHENOL CORP CL-A | $78,288 | $548,303 |
| APOLLO GLOBAL MANAGEMENT INC | $48,233 | $97,584 |
| APPLE INC | $114,133 | $4,269,142 |
| AXON ENTERPRISE INC | $145,635 | $135,463 |
| BANK OF AMERICA CORP | $887,591 | $1,175,366 |
| BANK OF NEW YORK MELLON CORP | $98,631 | $99,835 |
| BENTLEY SYSTEMS INC | $421,287 | $441,204 |
| BERKSHIRE HATHAWAY INC CL B | $994,188 | $971,794 |
| BLACKROCK FINANCE INC | $522,886 | $730,897 |
| BLACKSTONE INC | $771,391 | $734,666 |
| BLUE OWL CAPITAL INC | $108,072 | $91,072 |
| BOOKING HOLDINGS INC | $317,144 | $355,442 |
| BROADCOM INC | $958,486 | $2,857,240 |
| BROADRIDGE FINANCIAL SOL | $383,318 | $418,760 |
| CADENCE DESIGN SYSTEMS INC | $111,833 | $369,172 |
| BOOKING HOLDINGS INC | $102,577 | $119,231 |
| CARLISLE COS INC | $120,864 | $97,515 |
| CASEYS GENERAL STORES INC | $377,728 | $433,646 |
| CBRE GROUP INC | $327,156 | $372,691 |
| CENCORA INC | $103,795 | $150,325 |
| CHENIERE ENERGY INC | $57,610 | $94,340 |
| CHEVRON CORPORATION | $397,410 | $660,058 |
| CHUBB LTD | $645,624 | $642,501 |
| CHURCH & DWIGHT CO INC | $41,459 | $98,651 |
| CISCO SYSTEM INC | $352,549 | $726,348 |
| CLOUDFLARE INC | $148,584 | $198,841 |
| CME GROUP INC | $358,770 | $651,778 |
| COMCAST CORPORATION CL-A | $696,407 | $528,587 |
| CORPAY INC COM | $395,466 | $397,034 |
| COSTCO WHSL CORP NEW | $276,556 | $442,053 |
| DARDEN RESTAURANTS INC | $293,725 | $344,087 |
| DATADOG INC | $109,035 | $129,760 |
| DOMINION ENERGY INC | $370,215 | $436,654 |
| DOMINOS PIZZA INC | $63,454 | $93,638 |
| DONALDSON INC | $60,090 | $101,100 |
| DROPBOX INC | $364,935 | $420,645 |
| DUKE ENERGY CORP | $546,284 | $710,996 |
| DYNATRACE INC | $463,361 | $466,761 |
| EASTMAN CHEM CO | $496,794 | $329,741 |
| EATON CORP PLC | $330,765 | $766,936 |
| EMCOR GROUP INC | $59,058 | $101,367 |
| EMERSON ELECTRIC CO | $447,491 | $721,577 |
| EXELIXIS INC | $46,684 | $106,265 |
| EXXON MOBIL CORPORATION | $678,625 | $673,580 |
| FLUTTER ENTERTAINMENT PLC | $106,681 | $91,873 |
| GENERAL DYNAMICS CORP | $411,964 | $817,413 |
| GODADDY INC CL A | $288,646 | $422,022 |
| GUIDEWIRE SOFTWARE INC | $68,396 | $92,288 |
| HASBRO INC | $81,377 | $100,729 |
| HEICO CORP | $82,094 | $101,686 |
| HILTON WORLDWIDE HOLDINGS INC | $265,609 | $513,920 |
| HOME DEPOT INC | $746,643 | $1,089,423 |
| HONEYWELL INTL INC | $344,602 | $375,480 |
| HOWMET AEROSPACE INC | $73,353 | $198,948 |
| HYATT HOTELS CORP CLASS A | $93,434 | $90,004 |
| IDEXX LABS INC | $123,367 | $122,754 |
| ILLINOIS TOOL WORKS INC | $544,459 | $775,666 |
| INCYTE CORP | $78,247 | $105,165 |
| INSULET CORP | $82,404 | $93,903 |
| INTUIT | $295,206 | $373,828 |
| JABIL CIRCUIT INC | $102,349 | $110,445 |
| JOHNSON AND JOHNSON | $587,649 | $835,750 |
| JP MORGAN CHASE & CO | $181,787 | $1,275,592 |
| LAMAR ADVERTISING CO-A | $95,927 | $97,244 |
| LILLY ELI & CO | $395,309 | $750,688 |
| LINCOLN ELEC HLDGS INC | $74,313 | $97,297 |
| LOCKHEED MARTIN CORP | $686,850 | $696,010 |
| MASIMO CORPORATION | $114,914 | $94,939 |
| MASTERCARD INCORPORATED CLASS A | $208,482 | $496,791 |
| MCDONALDS CORP | $557,854 | $1,034,060 |
| MCKESSON CORP | $181,598 | $421,897 |
| MEDTRONIC PLC | $763,777 | $707,007 |
| MERCK & CO INC | $537,647 | $717,933 |
| META PLATFORMS INC | $607,246 | $1,286,975 |
| METLIFE INC | $233,494 | $408,279 |
| MICROSOFT CORP | $288,286 | $4,207,206 |
| MONDELEZ INTERNATIONAL INC | $592,470 | $561,672 |
| MORGAN STANLEY, DEAN WITTER & CO. | $373,811 | $984,820 |
| MOTOROLA SOLUTIONS INC | $964,120 | $1,014,741 |
| MSCI INC-A | $332,630 | $500,268 |
| NETAPP INC | $401,459 | $429,897 |
| NETFLIX.COM INC | $383,695 | $525,864 |
| NEXSTAR MEDIA GROUP INC COMMON STK | $425,359 | $442,350 |
| NRG ENERGY INC | $49,821 | $106,553 |
| NUTANIX INC | $99,577 | $102,586 |
| NVIDIA CORP | $373,499 | $5,110,848 |
| ONEOK INC | $293,515 | $348,735 |
| ON HOLDING AG ADR | $121,781 | $87,117 |
| ORACLE CORPORATION | $348,417 | $848,230 |
| PACKAGING CORP OF AMERICA | $439,781 | $432,630 |
| PALO ALTO NETWORKS INC | $95,034 | $414,051 |
| PAYCHEX INC | $29,690 | $91,283 |
| PAYLOCITY HOLDING CORP | $132,578 | $92,532 |
| PENUMBRA INC | $112,122 | $89,811 |
| PEPSICO INC | $671,655 | $757,477 |
| PERFORMANCE FOOD GROUP CO | $269,921 | $416,949 |
| PINTEREST INC | $99,778 | $99,466 |
| PLANET FITNESS INC CLASS A | $110,043 | $92,957 |
| PNC BANK CORP | $628,727 | $675,435 |
| PROCTER & GAMBLE CO | $497,286 | $624,787 |
| PROLOGIS INC | $709,657 | $777,424 |
| PTC INC | $262,667 | $436,788 |
| PUBLIC STORAGE | $339,572 | $398,341 |
| QUANTA SVCS INC | $94,584 | $130,248 |
| RALPH LAUREN CORP | $83,065 | $95,898 |
| RESMED INC | $97,237 | $92,580 |
| RESTAURANT BRANDS INTERNATIONAL INC | $95,289 | $96,236 |
| ROBLOX CORP | $155,267 | $170,011 |
| ROCKWELL AUTOMATION INC | $330,449 | $478,868 |
| ROLLINS INCORPORATED | $195,637 | $458,748 |
| ROSS STORES INC | $77,159 | $100,914 |
| ROYAL CARRIBEAN GROUP | $170,087 | $173,532 |
| RPM INC OHIO | $39,560 | $96,713 |
| RTX CORPORATION | $403,991 | $819,315 |
| SALESFORCE INC | $510,368 | $410,146 |
| SERVICENOW INC | $313,936 | $381,501 |
| SHARKNINJA INC ADR | $98,400 | $93,195 |
| SOLSTICE ADVANCED MATL | $1 | $21,014 |
| SMITH (A.O.) CORP | $450,562 | $438,504 |
| SPOTIFY TECHNOLOGY SA | $200,240 | $360,426 |
| STANLEY BLACK & DECKER INC | $508,386 | $428,668 |
| STRYKER CORP | $109,173 | $340,209 |
| TAKE-TWO INTERACTIVE SOFTWARE INC | $42,047 | $99,984 |
| TARGA RESOURCES CORP | $239,517 | $402,044 |
| TESLA MOTORS INC | $487,226 | $1,333,155 |
| TEXAS INSTRUMENTS INC | $437,240 | $536,047 |
| TJX COS INC | $316,576 | $388,889 |
| TKO GROUP HOLDINGS INC | $356,041 | $435,204 |
| T-MOBILE US INC | $678,865 | $619,648 |
| TRACTOR SUPPLY COMPANY | $299,701 | $439,373 |
| TRADEWEB MARKETS INC | $61,523 | $94,851 |
| TYLER TECHNOLOGIES INC | $419,117 | $409,584 |
| TYSON FOODS INC | $454,999 | $387,888 |
| UNIVERSAL DISPLAY CORP | $425,538 | $402,074 |
| US BANCORP | $329,545 | $440,192 |
| VERIZON COMMUNICATIONS | $618,247 | $613,784 |
| VERTIV HOLDINGS LLC | $169,890 | $181,288 |
| VISA INC CLASS A SHARES | $164,391 | $630,369 |
| VISTRA CORP | $171,454 | $172,295 |
| WASTE MGMT INC DEL | $283,737 | $354,592 |
| WATERS CORP | $76,856 | $99,636 |
| WILLIAMS COMPANIES | $665,282 | $640,621 |
| WORKDAY INC-CLASS A | $409,676 | $350,283 |
| WYNDHAM HOTELS & RESORTS INC | $113,250 | $90,686 |
| YUM BRANDS INC | $85,714 | $93,292 |
| ZSCALER INC | $101,718 | $105,965 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,180,885 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,082,707 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $6,744,220 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $6,139,018 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2560 ACRES KNOWN AS NYMEYER PROPERTY | AT COST | $1 | $33,880 |
| AB SMALL CAP GROWTH-ADV | AT COST | $384,865 | $556,713 |
| AMER CENT SM CAP GRWTH-Y | AT COST | $374,186 | $560,612 |
| BDT CAPITAL PARTNERS 3 | AT COST | $12,065,171 | $14,927,991 |
| BDT CAPITAL PARTNERS FUND 4 LP | AT COST | $8,700,000 | $9,662,608 |
| BDT CAPITAL PARTNERS FUND II | AT COST | $8,591,604 | $11,056,447 |
| BDT CAPITAL PARTNERS FUND II - COST ADJUSTMENT | AT COST | $285,359 | $0 |
| CULTIVATION CAP GEOSPATIAL TECH LP | AT COST | $760,000 | $765,108 |
| CULTIVATION CAPITAL TECH FUND II | AT COST | $401,982 | $660,268 |
| CULTIVATION CAPITAL TECH FUND III | AT COST | $500,000 | $529,409 |
| CULTIVATION CAPITAL TECH FUND IV LP | AT COST | $386,250 | $398,105 |
| DFA US TARGETED VALUE PORTFOLIO | AT COST | $2,553,595 | $3,984,895 |
| FIDELITY EMG MKTS INDEX-FAI | AT COST | $1,779,171 | $2,565,873 |
| FIDELITY MID CAP GRW INDX | AT COST | $3,312,655 | $4,463,083 |
| FIDELITY MID CAP VAL INDX | AT COST | $12,449,990 | $16,054,480 |
| FIDELITY SM CAP GRW INDX | AT COST | $2,344,413 | $3,168,205 |
| ISHARES RUSSELL MIDCAP GROWTH ETF | AT COST | $187,262 | $212,320 |
| KEMPER FOUNDATION MINERAL VALUE | AT COST | $1 | $81,143 |
| MAKENA CAPITAL BLOCKER Y CAYMAN | AT COST | $1,885,804 | $512,423 |
| MAKENA CAPITAL BLOCKER Y CAYMAN - COST ADJUSTMENT | AT COST | $101,394 | $0 |
| MAKENA CAPITAL SPLITTER X | AT COST | $16,751,543 | $5,215,037 |
| MAKENA CAPITAL SPLITTER X - COST ADJUSTMENT | AT COST | $685,544 | $0 |
| MFS RESEARCH INTERNAT R6 | AT COST | $7,164,325 | $11,740,070 |
| VANGUARD DEV MK INDX FD ADM SHRS | AT COST | $8,862,252 | $13,213,510 |
| VANGUARD FTSE EMERGING MARKETS-ETF | AT COST | $6,493,748 | $9,838,805 |
| VANGUARD INTM TERM INV G-ADM | AT COST | $2,000,334 | $1,815,344 |
| VARIOUS MINERAL ASSETS | AT COST | $48 | $48 |
| VEEVA SYSTEMS INC-CLASS A | AT COST | $98,339 | $99,008 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,400 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,400 | 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 | $6,622 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (26 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN EXPENSES | $8,186 | $0 | $8,186 |
| MAKENA K-1 INTEREST EXPENSE | $0 | $9,823 | $0 |
| MAKENA K-1 ROYALTY DEDUCTIONS | $0 | $1,575 | $0 |
| MAKENA K-1-SECTION 59(E)(2) EXPENDITURES | $0 | $10,934 | $0 |
| MAKENA K-1 PORTFOLIO DEDUCTIONS | $0 | $134,407 | $0 |
| BDT II K-1 PORTFOLIO DEDUCTIONS | $0 | $158,838 | $0 |
| BDT III K-1 PORTFOLIO DEDUCTIONS | $0 | $229,311 | $0 |
| BDT III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $1,272 | $0 |
| BDT II SPIRITS K-1 PORTFOLIO DEDUCTIONS | $0 | $1,080 | $0 |
| BDT III SPIRITS K-1 PORTFOLIO DEDUCTIONS | $0 | $1,368 | $0 |
| BDT IV K-1 PORTOFLIO DEDUCTIONS | $0 | $199,425 | $0 |
| BDT IV K-1 INTEREST EXPENSE-INVESTMENT | $0 | $4,333 | $0 |
| CULTIVATION CAPITAL II K-1 PORTFOLIO DEDUCTIONS | $0 | $1 | $0 |
| CULTIVATION CAPITAL III K-1 INTEREST EXPENSE-INVESTMENT | $0 | $1 | $0 |
| CULTIVATION CAPITAL III K-1 PORTFOLIO DEDUCTIONS | $0 | $200 | $0 |
| CULTIVATION CAPITAL III K-1 OTHER DEDUCTIONS | $0 | $7,764 | $0 |
| CULTIVATION CAPITAL GEOSPATIAL K-1 INTEREST EXPENSE-INVESTMENT | $0 | $543 | $0 |
| CULTIVATION CAPITAL GEOSPATIAL K-1 OTHER DEDUCTION | $0 | $21,905 | $0 |
| CULTIVATION CAPITAL IV K-1 INTEREST EXPENSE-INVESTMENT | $0 | $115 | $0 |
| CULTIVATION CAPITAL IV K-1 OTHER DEDUCTIONS | $0 | $16,606 | $0 |
| O&G HANDLING/TRANSPORTATION | $0 | $402 | $0 |
| O&G MANAGEMENT FEE | $0 | $774 | $0 |
| O&G PROPERTY FEE | $0 | $1,163 | $0 |
| ACP ALAMO HOLDINGS FORM 8978, LINE 1B | $0 | $5,898 | $0 |
| SENTINEL CAPITAL PARTNERS VI FORM 8978, LINE 1B | $0 | $1,106 | $0 |
| REAL ESTATE EXPENSE | $400 | $400 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAKENA K-1 BUSINESS INCOME | $0 | $71,560 | $0 |
| MAKENA K-1 ROYALTIES | $0 | $11,977 | $0 |
| MAKENA K-1 CANCELLATION OF DEBT INCOME | $0 | $3,860 | $0 |
| MAKENA K-1 NET OTHER INCOME | $0 | $14,296 | $0 |
| MAKENA K-1 OTHER PORTFOLIO INCOME | $0 | -$33,228 | $0 |
| MAKENA K-1 RENTAL INCOME | $0 | -$19,832 | $0 |
| BDT II K-1 OTHER PORTFOLIO INCOME | $0 | -$3,425 | $0 |
| BDT III K-1 OTHER PORTFOLIO INCOME | $0 | $35,846 | $0 |
| BDT IV K-1 OTHER PORTFOLIO INCOME | $0 | -$36,288 | $0 |
| CULTIVATION CAPITAL II K-1 BUSINESS INCOME | $0 | -$4 | $0 |
| CULTIVATION CAPITAL II K-1 ROYALTIES | $0 | $3 | $0 |
| CULTIVATION CAPITAL III K-1 BUSINESS INCOME | $0 | -$28 | $0 |
| MAKENA K-1 DISTRIBUTION | $704,567 | $0 | $704,567 |
| BDT II K-1 DISTRIBUTION | $1,437,282 | $0 | $1,437,282 |
| BDT III K-1 DISTRIBUTION | $1,250,000 | $0 | $1,250,000 |
| CULTIVATION CAPITAL II K-1 DISTRIBUTION | $1,448 | $0 | $1,448 |
| CULTIVATION CAPITAL III K-1 DISTRIBUTION | $181,937 | $0 | $181,937 |
| AMERICAN WEST PARENT FORM 8978, LINE 1B | $0 | $1,106 | $0 |
| BLUE WATER ENERGY FUND II FORM 8978, LINE 1B | $0 | $166 | $0 |
| GAIN ON DEEMED SALE OF PFIC | $0 | $9,435 | $0 |
| MINERAL INCOME | $8,373 | $12,906 | $8,373 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BDT MANAGEMENT FEES | $493,640 | $0 | $0 |
| GKCCF FEES | $63 | $0 | $63 |
| INVESTMENT FEES | $319 | $319 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS FOR 990-PF | $142,000 | $0 | $0 |
| EXCISE TAXES | $149,000 | $0 | $0 |
| MAKENA K-1 FOREIGN TAXES | $0 | $882 | $0 |
| STATE TAXES | $2,111 | $0 | $0 |
| RE PRODUCTION TAXES | $0 | $1,409 | $0 |
| RE AD VALOREM | $0 | $1 | $0 |
Comments