Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 09-01-2024 , and ending 08-31-2025
Name of foundation
RAY & MARY KLAPMEYER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)UMB BANK NA P O BOX 415044 M/S
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO641416692
A Employer identification number

23-7381612
B Telephone number (see instructions)

(816) 860-7711
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,539,980
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 125,412 124,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 326,371
b Gross sales price for all assets on line 6a 843,945
7 Capital gain net income (from Part IV, line 2)... 326,371
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 30 30  
12 Total. Add lines 1 through 11........ 451,813 450,842  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,715 25,857   25,857
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6,641 1,367   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 11 11    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,367 27,235 0 26,857
25 Contributions, gifts, grants paid....... 210,619 210,619
26 Total expenses and disbursements. Add lines 24 and 25 269,986 27,235 0 237,476
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 181,827
b Net investment income (if negative, enter -0-) 423,607
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 22,448 85,554 85,554
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,465,112 3,583,728 5,454,426
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,487,560 3,669,282 5,539,980
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,487,560 3,669,282
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,487,560 3,669,282
30 Total liabilities and net assets/fund balances (see instructions). 3,487,560 3,669,282
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,487,560
2
Enter amount from Part I, line 27a .....................
2
181,827
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,669,387
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
105
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,669,282
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 34. ABBOTT LABORATORIES   2018-09-05 2024-09-11
b 18. ABBVIE INC   2020-06-03 2024-09-11
c 3. ADOBE SYSTEMS INC   2024-02-21 2024-09-11
d 78. ALPHABET INC   2021-10-06 2024-09-11
e 64. AMAZON COM INC   2023-05-17 2024-09-11
68. AMPHENOL CORP CLASS A   2022-06-22 2024-09-11
107. APPLE COMPUTER INC   2023-04-21 2024-09-11
6. AUTOMATIC DATA PROCESSING INC   2023-12-26 2024-09-11
125. BANK OF AMERICA CORP   2018-02-12 2024-09-11
13. BERKSHIRE HATHAWAY INC-CL B   2024-02-21 2024-09-11
5. BLACKROCK INC   2016-03-02 2024-09-11
51. BROADCOM INC   2020-01-08 2024-09-11
14. CME GROUP INC   2024-03-20 2024-09-11
34. CHEVRONTEXACO CORP   2021-03-03 2024-09-11
41. CISCO SYSTEMS INC   2023-12-26 2024-09-11
56. COMCAST CORP-CLASS A   2023-06-21 2024-09-11
59. COPART INC   2024-06-20 2024-09-11
9. COSTCO WHOLESALE CORP   2011-08-09 2024-09-11
22. COSTAR GROUP INC   2024-08-21 2024-09-11
14. DANAHER CORP   2020-10-07 2024-09-11
14. DUKE ENERGY CORP   2014-12-03 2024-09-11
52. EXXON MOBIL CORP   2021-07-07 2024-09-11
16. META PLATFORMS INC-CLASS A   2023-08-18 2024-09-11
17. GILEAD SCIENCES INC   2023-01-18 2024-09-11
15. HOME DEPOT INC   2009-05-13 2024-09-11
12. HONEYWELL INTERNATIONAL INC   2019-05-08 2024-09-11
9. INTUIT INC   2011-11-01 2024-09-11
52. J P MORGAN CHASE & CO   2023-04-21 2024-09-11
41. JOHNSON & JOHNSON   2023-04-21 2024-09-11
11. LILLY ELI & COMPANY   2022-01-25 2024-09-11
4. LOCKHEED MARTIN CORP   2024-02-21 2024-09-11
7. MARRIOTT INTERNATIONAL INC CLASS A   2021-03-03 2024-09-11
3. MARTIN MARIETTA MATERIALS INC   2024-07-31 2024-09-11
9. MASTERCARD INC - A   2015-01-08 2024-09-11
14. MCDONALDS CORP   2020-11-04 2024-09-11
17. MERCK & CO. INC.   2023-08-18 2024-09-11
52. MICROSOFT CORP   2023-04-21 2024-09-11
3. NETFLIX COM INC   2023-12-26 2024-09-11
54. NEXTERA ENERGY INC   2012-07-10 2024-09-11
159. NVIDIA CORP   2023-08-31 2024-09-11
8. PALO ALTO NETWORKS INC   2023-11-16 2024-09-11
9. PARKER HANNIFIN CORP   2023-06-21 2024-09-11
10. PAYCHEX INC   2024-01-24 2024-09-11
18. PEPSICO INC   2013-09-06 2024-09-11
22. PROCTER & GAMBLE CO   2016-02-03 2024-09-11
19. PROLOGIS INC   2023-05-17 2024-09-11
5. PUBLIC STORAGE INC   2024-08-21 2024-09-11
144. REGIONS FINANCIAL CORP   2024-01-24 2024-09-11
7. SALESFORCE INC   2023-08-18 2024-09-11
11. TESLA INC   2023-12-26 2024-09-11
5. TESLA INC   2023-01-18 2024-09-11
15. TEXAS INSTRUMENTS INC   2013-07-12 2024-09-11
23. TRAVELERS COS INC/THE   2020-10-07 2024-09-11
11. UNION PACIFIC CORP   2018-02-12 2024-09-11
5. UNITEDHEALTH GROUP INC   2011-08-09 2024-09-11
13. VISA INC-CLASS A SHARES   2023-08-18 2024-09-11
66. WAL MART STORES INC   2017-05-03 2024-09-11
25. WELLTOWER INC   2023-10-18 2024-09-11
17. ZOETIS INC   2024-03-20 2024-09-11
9. ACCENTURE PLC-CL A   2015-08-05 2024-09-11
16. EATON CORP PLC   2019-04-03 2024-09-11
13. LINDE PLC   2018-08-09 2024-09-11
61. CISCO SYSTEMS INC   2023-12-26 2024-09-18
193. CISCO SYSTEMS INC   2023-08-18 2024-09-18
29. INTUIT INC   2011-11-01 2024-09-18
17. MARTIN MARIETTA MATERIALS INC   2024-07-31 2024-09-18
259.61 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2024-09-25
17. ADOBE SYSTEMS INC   2024-02-21 2024-10-16
14. INTUIT INC   2011-11-01 2024-10-16
255.13 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2024-10-25
65. ABBVIE INC   2020-06-03 2024-11-20
16. LILLY ELI & COMPANY   2022-01-25 2024-11-20
107. MERCK & CO. INC.   2023-08-18 2024-11-20
117. PEPSICO INC   2013-09-06 2024-11-20
263.64 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2024-11-25
11. COSTCO WHOLESALE CORP   2011-08-09 2024-12-04
19. LOCKHEED MARTIN CORP   2024-02-21 2024-12-04
123. WAL MART STORES INC   2017-05-03 2024-12-04
250.77 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2024-12-26
142. TRAVELERS COS INC/THE   2020-10-07 2025-01-13
243.08 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-01-27
235.1 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-02-25
25000. GENERAL MOTORS FINL CO 2.9% 26 FEB 2025   2020-01-13 2025-02-26
47. APPLIED MATERIALS INC   2024-10-16 2025-03-19
34. AUTODESK INC   2024-11-20 2025-03-19
43. CONSTELLATION ENERGY   2024-12-04 2025-03-19
69. J P MORGAN CHASE & CO   2023-04-21 2025-03-19
15. PARKER HANNIFIN CORP   2023-06-21 2025-03-19
32. EATON CORP PLC   2019-04-03 2025-03-19
233.51 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-03-25
75. APPLE COMPUTER INC   2011-08-09 2025-04-16
120. PROLOGIS INC   2023-05-17 2025-04-16
11. TEXAS PACIFIC LAND CORP   2025-01-22 2025-04-16
262.1 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-04-25
88. ALPHABET INC   2021-10-06 2025-05-21
43. DANAHER CORP   2024-08-21 2025-05-21
46. DANAHER CORP   2020-10-07 2025-05-21
42. UNITEDHEALTH GROUP INC   2011-08-09 2025-05-21
252.62 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-05-27
25000. WELLTOWER OP LLC 4% 01 JUN 2025   2019-06-25 2025-06-02
259.63 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-06-25
256.26 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-07-25
12. ABBOTT LABORATORIES   2018-09-05 2025-07-29
2. ABBVIE INC   2020-06-03 2025-07-29
23. ALPHABET INC   2014-06-04 2025-07-29
24. AMAZON COM INC   2023-05-17 2025-07-29
23. AMPHENOL CORP CLASS A   2022-06-22 2025-07-29
6. APOLLO GLOBAL MANAGEMENT INC   2025-05-21 2025-07-29
31. APPLE COMPUTER INC   2011-08-09 2025-07-29
4. ATMOS ENERGY CORP   2025-03-19 2025-07-29
3. AUTOMATIC DATA PROCESSING INC   2023-12-26 2025-07-29
40. BANK OF AMERICA CORP   2018-02-12 2025-07-29
5. BERKSHIRE HATHAWAY INC-CL B   2024-02-21 2025-07-29
2. BLACKROCK INC   2023-12-26 2025-07-29
18. BROADCOM INC   2020-01-08 2025-07-29
5. CME GROUP INC   2024-03-20 2025-07-29
12. CHEVRONTEXACO CORP   2021-03-03 2025-07-29
9. COCA COLA COMPANY   2025-05-21 2025-07-29
17. COMCAST CORP-CLASS A   2023-06-21 2025-07-29
19. COPART INC   2024-06-20 2025-07-29
2. COSTCO WHOLESALE CORP   2011-08-09 2025-07-29
13. COSTAR GROUP INC   2025-04-16 2025-07-29
2. ECOLAB INC   2024-09-18 2025-07-29
18. EXXON MOBIL CORP   2021-07-07 2025-07-29
6. META PLATFORMS INC-CLASS A   2023-12-26 2025-07-29
14. FASTENAL CO   2024-11-20 2025-07-29
4. GE AEROSPACE COM   2025-05-21 2025-07-29
7. GILEAD SCIENCES INC   2023-01-18 2025-07-29
3. HERSHEY FOODS CORP   2025-03-19 2025-07-29
5. HOME DEPOT INC   2009-05-13 2025-07-29
5. HONEYWELL INTERNATIONAL INC   2019-05-08 2025-07-29
3. ILLINOIS TOOL WORKS INC   2024-11-20 2025-07-29
1. INTUIT INC   2011-11-01 2025-07-29
2. INTUITIVE SURGICAL INC   2024-09-18 2025-07-29
14. J P MORGAN CHASE & CO   2013-07-12 2025-07-29
14. JOHNSON & JOHNSON   2023-04-21 2025-07-29
1. KLA TENCOR CORP   2025-03-19 2025-07-29
3. LPL FINANCIAL HOLDINGS INC   2025-01-22 2025-07-29
3. LILLY ELI & COMPANY   2022-01-25 2025-07-29
3. MARSH & MCLENNAN COMPANY INC   2025-03-19 2025-07-29
2. MARRIOTT INTERNATIONAL INC CLASS A   2021-03-03 2025-07-29
3. MASTERCARD INC - A   2023-12-26 2025-07-29
5. MCDONALDS CORP   2020-11-04 2025-07-29
18. MICROSOFT CORP   2013-11-18 2025-07-29
1. NETFLIX COM INC   2023-12-26 2025-07-29
21. NEXTERA ENERGY INC   2012-07-10 2025-07-29
55. NVIDIA CORP   2023-08-31 2025-07-29
9. ORACLE CORPORATION   2024-12-04 2025-07-29
5. PALO ALTO NETWORKS INC   2023-11-16 2025-07-29
3. PARKER HANNIFIN CORP   2023-06-21 2025-07-29
4. PAYCHEX INC   2024-01-24 2025-07-29
8. PHILIP MORRIS INTERNATIONAL   2025-04-16 2025-07-29
9. PROCTER & GAMBLE CO   2016-02-03 2025-07-29
2. PUBLIC STORAGE INC   2024-08-21 2025-07-29
55. REGIONS FINANCIAL CORP   2024-01-24 2025-07-29
11. ROLLINS INC   2025-04-16 2025-07-29
7. SEI INVESTMENT CO   2024-12-04 2025-07-29
3. SALESFORCE INC   2023-08-18 2025-07-29
9. TJX COMPANIES INC   2024-11-20 2025-07-29
7. TESLA INC   2024-11-20 2025-07-29
6. TEXAS INSTRUMENTS INC   2013-07-12 2025-07-29
2. UNION PACIFIC CORP   2018-02-12 2025-07-29
7. VISA INC-CLASS A SHARES   2023-12-26 2025-07-29
16. WAL MART STORES INC   2017-05-03 2025-07-29
9. WELLTOWER INC   2023-10-18 2025-07-29
6. ZOETIS INC   2024-03-20 2025-07-29
3. ACCENTURE PLC-CL A   2015-08-05 2025-07-29
4. EATON CORP PLC   2019-04-03 2025-07-29
5. LINDE PLC   2018-08-09 2025-07-29
7. MEDTRONIC PLC   2025-03-19 2025-07-29
357. COMCAST CORP-CLASS A   2023-06-21 2025-08-20
373. COPART INC   2024-06-20 2025-08-20
260.56 FN MA4448 1.5% 01 OCT 2031   2022-12-02 2025-08-25
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,946   2,244 1,702
b 3,480   1,639 1,841
c 1,722   1,610 112
d 11,748   10,697 1,051
e 11,738   7,390 4,348
4,203   2,160 2,043
23,726   10,818 12,908
1,651   1,396 255
4,847   3,901 946
5,874   5,303 571
4,366   1,634 2,732
7,717   1,579 6,138
3,052   3,000 52
4,688   3,542 1,146
2,000   2,067 -67
2,161   2,281 -120
2,903   3,182 -279
8,084   661 7,423
1,735   1,661 74
3,798   2,747 1,051
1,614   1,148 466
5,697   3,146 2,551
8,158   4,536 3,622
1,363   1,482 -119
5,538   374 5,164
2,440   2,048 392
5,759   469 5,290
10,774   7,329 3,445
6,759   6,665 94
10,082   2,633 7,449
2,255   1,709 546
1,591   1,033 558
1,513   1,787 -274
4,374   770 3,604
4,054   3,015 1,039
1,939   1,859 80
21,899   12,872 9,027
2,035   1,474 561
4,487   926 3,561
17,914   7,871 10,043
2,714   1,952 762
5,254   3,377 1,877
1,319   1,220 99
3,151   1,430 1,721
3,822   1,784 2,038
2,482   2,325 157
1,779   1,642 137
3,168   2,771 397
1,725   1,434 291
2,487   2,832 -345
1,130   642 488
3,011   562 2,449
5,325   2,623 2,702
2,718   1,417 1,301
2,929   220 2,709
3,683   3,101 582
5,189   1,668 3,521
3,206   2,133 1,073
3,199   2,903 296
3,133   942 2,191
4,750   1,292 3,458
6,040   2,125 3,915
3,094   3,075 19
9,789   10,687 -898
18,474   1,512 16,962
9,131   10,128 -997
260   236 24
8,535   9,124 -589
8,545   730 7,815
255   232 23
10,886   5,918 4,968
12,069   3,830 8,239
10,441   11,703 -1,262
18,595   9,292 9,303
264   240 24
10,889   808 10,081
9,835   8,117 1,718
11,595   3,108 8,487
251   228 23
33,000   16,194 16,806
243   226 17
235   219 16
25,000   25,000  
7,291   8,677 -1,386
9,137   10,459 -1,322
9,282   10,892 -1,610
16,536   6,630 9,906
9,449   5,629 3,820
9,441   2,585 6,856
234   218 16
14,483   987 13,496
11,990   14,683 -2,693
13,989   15,691 -1,702
262   245 17
14,866   3,315 11,551
8,051   11,640 -3,589
8,613   9,024 -411
12,748   1,849 10,899
253   236 17
25,000   25,000  
260   243 17
256   240 16
1,528   792 736
380   182 198
4,488   638 3,850
5,544   2,771 2,773
2,415   731 1,684
882   788 94
6,555   408 6,147
619   603 16
920   698 222
1,914   1,248 666
2,385   2,040 345
2,232   1,617 615
5,332   557 4,775
1,369   1,072 297
1,877   1,250 627
619   647 -28
553   692 -139
876   1,025 -149
1,867   147 1,720
1,232   1,023 209
514   500 14
2,022   1,089 933
4,223   2,132 2,091
648   573 75
1,076   934 142
796   587 209
552   503 49
1,878   125 1,753
1,105   853 252
768   799 -31
801   52 749
987   965 22
4,149   769 3,380
2,346   2,276 70
913   725 188
1,159   1,071 88
2,297   718 1,579
602   698 -96
544   295 249
1,691   1,272 419
1,504   1,077 427
9,212   671 8,541
1,167   491 676
1,505   360 1,145
9,654   2,723 6,931
2,236   1,697 539
965   610 355
2,204   1,126 1,078
582   488 94
1,291   1,279 12
1,400   730 670
579   657 -78
1,437   1,058 379
624   605 19
614   581 33
803   615 188
1,133   1,080 53
2,245   2,397 -152
1,143   225 918
441   258 183
2,457   1,816 641
1,569   404 1,165
1,496   766 730
900   1,024 -124
831   314 517
1,553   323 1,230
2,346   817 1,529
642   645 -3
11,895   14,541 -2,646
17,797   20,116 -2,319
261   244 17
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
      9,376
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,702
b       1,841
c       112
d       1,051
e       4,348
      2,043
      12,908
      255
      946
      571
      2,732
      6,138
      52
      1,146
      -67
      -120
      -279
      7,423
      74
      1,051
      466
      2,551
      3,622
      -119
      5,164
      392
      5,290
      3,445
      94
      7,449
      546
      558
      -274
      3,604
      1,039
      80
      9,027
      561
      3,561
      10,043
      762
      1,877
      99
      1,721
      2,038
      157
      137
      397
      291
      -345
      488
      2,449
      2,702
      1,301
      2,709
      582
      3,521
      1,073
      296
      2,191
      3,458
      3,915
      19
      -898
      16,962
      -997
      24
      -589
      7,815
      23
      4,968
      8,239
      -1,262
      9,303
      24
      10,081
      1,718
      8,487
      23
      16,806
      17
      16
       
      -1,386
      -1,322
      -1,610
      9,906
      3,820
      6,856
      16
      13,496
      -2,693
      -1,702
      17
      11,551
      -3,589
      -411
      10,899
      17
       
      17
      16
      736
      198
      3,850
      2,773
      1,684
      94
      6,147
      16
      222
      666
      345
      615
      4,775
      297
      627
      -28
      -139
      -149
      1,720
      209
      14
      933
      2,091
      75
      142
      209
      49
      1,753
      252
      -31
      749
      22
      3,380
      70
      188
      88
      1,579
      -96
      249
      419
      427
      8,541
      676
      1,145
      6,931
      539
      355
      1,078
      94
      12
      670
      -78
      379
      19
      33
      188
      53
      -152
      918
      183
      641
      1,165
      730
      -124
      517
      1,230
      1,529
      -3
      -2,646
      -2,319
      17
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 326,371
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,888
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,888
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,888
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,416
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,416
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,472
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowUMB BANK NA Telephone no.right arrow (816) 860-7711

Located atright arrow1010 GRAND BLVDKANSAS CITYMO ZIP+4right arrow641416692
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
UMB BANK N A CO-TRUSTEE
2
51,715    
1010 GRAND
KANSAS CITY,MO64106
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,220,325
b
Average of monthly cash balances.......................
1b
72,326
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,292,651
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,292,651
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
79,390
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,213,261
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
260,663
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
260,663
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,888
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,888
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
254,775
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
254,775
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
254,775
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
237,476
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
237,476
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 254,775
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 209,802
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 237,476
a Applied to 2023, but not more than line 2a 209,802
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 27,674
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
227,101
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

NILES HOME FOR CHILDREN

1911 E 23RD ST
KANSAS CITY,MO641273799
NONE PC PROVIDE FOOD & CLOTHING 35,110

THE SALVATION ARMY

5500 PRAIRIE STONE PARKWAY
HOFFMAN ESTATES,IL60192
NONE PC PROVIDE FOOD & CLOTHING 70,200

CITY UNION MISSION INC

1100 E 11TH ST
KANSAS CITY,MO64106
NONE PC PROVIDE FOOD & CLOTHING 35,110

CORNERSTONES OF CARE
FBO OZANAM HOME FOR BOYS
300 E 36TH ST
KANSAS CITY,MO64111
NONE PC PROVIDE FOOD & CLOTHING 9,829

CORNERSTONES OF CARE
FBO SPOFFORD HOME
300 E 36TH ST
KANSAS CITY,MO64111
NONE PC PROVIDE FOOD & CLOTHING 9,829

CORNERSTONES OF CARE
FBO GILLIS CENTER
300 EAST 36TH STREET
KANSAS CITY,MO64111
NONE PC PROVIDE FOOD & CLOTHING 50,541
Total .................................right arrow 3a 210,619
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 125,412  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 326,371  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSEC 897 CAP GAIN
    1 30  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   451,813  
13Total. Add line 12, columns (b), (d), and (e)..................
13
451,813
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
RAY & MARY KLAPMEYER CHARITABLE TRUST
EIN:
23-7381612
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 OtherDecreasesSchedule
Name:
RAY & MARY KLAPMEYER CHARITABLE TRUST
EIN:
23-7381612
Description Amount
COST BASIS ADJUSTMENT 100
ROUNDING 5


TY 2024 OtherExpensesSchedule
Name:
RAY & MARY KLAPMEYER CHARITABLE TRUST
EIN:
23-7381612
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 11 11   0


TY 2024 OtherIncomeSchedule2
Name:
RAY & MARY KLAPMEYER CHARITABLE TRUST
EIN:
23-7381612
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SEC 897 CAPITAL GAIN 30 30  


TY 2024 TaxesSchedule
Name:
RAY & MARY KLAPMEYER CHARITABLE TRUST
EIN:
23-7381612
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,858 0   0
FEDERAL ESTIMATES - INCOME 2,568 0   0
FEDERAL ESTIMATES - PRINCIPAL 848 0   0
FOREIGN TAXES ON QUALIFIED FOR 956 956   0
FOREIGN TAXES ON NONQUALIFIED 411 411   0