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Nonprofit · EIN 20-5093263

UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION

Tax-exempt · KANSAS CITY, MO 64141

Financials

$1.1M$761K2023$2.3M$3M2024
Revenue Expenses · by fiscal year end
Financials of UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,337,147$3,042,705-$705,558$14,614,934$0$14,614,934
December 31, 2023990-PF$1,054,290$760,574$293,716$15,322,043$0$15,322,043
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$520,000
Dividends
$596,258
Net gain from sales of assets
$1,181,371
Other income
$39,518

Expenses

Grants and similar amounts paid
$2,997,667
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,011,397
Excise tax on investment income
$23,676

Balance sheet and other

Total assets, start of year
$15,322,043
Total assets, end of year
$14,614,934
Total liabilities, end of year
$0
Net assets, end of year
$14,614,934
Fair market value of assets
$21,903,827
Qualifying distributions
$3,011,397
Net investment income
$1,713,585

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
J MARINER KEMPER
1010 GRAND BLVD, KANSAS CITY, MO 64106
DIRECTOR AND PRESIDENT1$0
JAMES D RINE
1010 GRAND BLVD, KANSAS CITY, MO 64106
DIRECTOR AND VICE PRESIDENT1$0
ALICIA M BECK
1010 GRAND BLVD, KANSAS CITY, MO 64106
DIRECTOR1$0
JOHN C PAULS
1010 GRAND BLVD, KANSAS CITY, MO 64106
SECRETARY1$0
DAVID C ODGERS
1010 GRAND BLVD, KANSAS CITY, MO 64106
TREASURER1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
J MARINER KEMPER
1010 GRAND BLVD, KANSAS CITY, MO 64106
DIRECTOR AND PRESIDENT1$0
JAMES D RINE
1010 GRAND BLVD, KANSAS CITY, MO 64106
DIRECTOR AND VICE PRESIDENT1$0
ALICIA M BECK
1010 GRAND BLVD, KANSAS CITY, MO 64106
DIRECTOR1$0
JOHN C PAULS
1010 GRAND BLVD, KANSAS CITY, MO 64106
SECRETARY1$0
DAVID C ODGERS
1010 GRAND BLVD, KANSAS CITY, MO 64106
TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 415044 MSC 1020307, KANSAS CITY, MO 64141-5044
In care of
% UMB BANK NA
Signed the 990-PF
DAVID ODGERS, TREASURER
Phone
(816) 860-1933
Return prepared by
RUBINBROWN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-5093263
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B90)
Assets (IRS master file)
$14,614,934
Income (IRS master file)
$7,541,010

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,337,147$3,042,705$14,614,934XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,054,290$760,574$15,322,043XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5093263).

Questions about UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION

What is the EIN of UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION?
The employer identification number (EIN) of UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION is 20-5093263.
Is UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does UMB FINANCIAL CORPORATIONCHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,337,147, expenses of $3,042,705 and total assets of $14,614,934 at year end.

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