2023-05-15T11:42:00-07:00 2022-12-31 480986156 OFlynn & Bihuniak Chartered 9404 Reeds Rd Overland Park KS 66207 990PF 2022-01-01 486103376 WILLARD J & MARY G BREIDENTHAL FOUNDATION WILL 9133899686 UMB BANK TRUST 4200 W 115TH ST 100 LEAWOOD KS 66211 NANCY ANDERVICH TRUST ADVISOR 2023-05-15 true NANCY ANDERVICH 999009999 true MERIDITH BIHUNIAK P00079749 9136486828 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 7064151 X X 3965 3965 105664 105664 707129 4161287 707129 816758 816758 69806 62825 6981 2560 2304 256 16885 593 13 13 89264 65735 7237 583600 583600 672864 65735 590837 143894 751023 247693 50376 50376 111801 307414 294226 3813215 4188969 6230178 767374 536240 489371 358 1336 4940441 5084335 7064151 0 X 1016932 1016932 3923509 4067403 4940441 5084335 4940441 5084335 4940441 143894 5084335 5084335 LONG TERM CAPITAL GAIN DISTRIBUTIONS P 2010-12-31 2022-12-31 16555 16555 16555 UMB BANK-SCH ATT P 2022-12-31 2022-12-31 1421273 1894864 -473591 -473591 UMB BANK-SCH ATT P 2010-12-31 2022-12-31 2723459 1559294 1164165 1164165 707129 -473591 10439 10439 10439 12520 12520 X 5 2076 2076 false false false false false false false true true KS true false false false false true N/A UMB BANK TRUST 9133899686 4200 W 115TH ST STE 100 LEAWOOD KS 66211 false false false false true false false false false false false false false false false false false false false false false false UMB BANK 4200 W 115TH ST SUITE 100 LEAWOOD KS 66211 Trustee 2.00 69806 MCKENZIE BREIDENTHAL 8011 NEBRASKA AVE KANSAS CITY KS 66112 Trustee 1.00 0 NONE NONE 7872896 221069 0 8093965 0 8093965 121409 7972556 398628 398628 10439 10439 388189 388189 388189 590837 590837 388189 74540 259911 205451 222185 183883 945970 590837 0 388189 202648 1148618 0 74540 1074078 259911 205451 222185 183883 202648 WILLARD J MARY G BREIDENTHAL FDN PO BOX 419226 KANSAS CITY MO 641416226 9136482800 WRITTEN REQUESTS INCLUDING DESCRIPTION OF CHARITABLE FUNCTION AND OTHER SUPPORTING DOCUMENTATION. NOVEMBER 1 OF EACH YEAR NONE. HOWEVER, GRANTS ARE PREDOMINANTLY TO ORGANIZATIONS IN THE GREATER KANSAS CITY AREA. KU WILLIAMS EDUCATION FUND PO BOX 928 LAWRENCE KS 66044 NONE N/A EDUCATION 251100 EMPORIA STATE UNIVERSITY FOUNDATION 1500 HIGHLAND STREET EMPORIA KS 66801 NONE N/A EDUCATION 50000 FRIENDS OF THE ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 NONE N/A EDUCATION 1000 KANSAS CITY PUBLIC TELEVISION 125 EAST 31ST STREET KANSAS CITY MO 64108 NONE N/A ARTS 500 KCUR 4825 TROOST KANSAS CITY MO 64110 NONE N/A ARTS 500 FREEDOM'S FRONTIER NATL HERITAGE AR PO BOX 526 LAWRENCE KS 66044 NONE N/A EDUCATION 1000 WYANDOTTE COUNTY MUSEUM 631 NORTH 126TH STREET BONNER SPRINGS KS 66012 NONE N/A EDUCATION 500 KANSAS CITY KANSAS COMMUNITY COLLEG 7250 STATE AVENUE KANSAS CITY KS 66112 NONE N/A EDUCATION 150000 BONNER ANIMAL RESCUE PO BOX 332 BONNER SPRINGS KS 66012 NONE N/A EDUCATION 1000 BOYS GIRLS CLUBS-GREATER KANSAS CIT 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 NONE N/A EDUCATION 50000 KANSAS STATE HISTORICAL SOCIETY 6425 SW 6TH AVENUE TOPEKA KS 66615 NONE N/A EDUCATION 37500 GIRL SCOUTS OF NORTHEAST KANSAS 8383 BLUE PARKWAY DRIVE KANSAS CITY MO 64133 NONE N/A EDUCATION 500 POKES WITH A PURPOSE INC 3756 S WHEELING AVENUE TULSA OK 74105 NONE N/A CHARITABLE 40000 583600 14 3965 14 105664 18 707129 816758 816758 false false false false false false false false false false O'FLYNN & BIHUNIAK CHARTERED 2560 2304 0 256 METWEST UNCONSTRAINED BOND FUND 149370 128877 APPLE INC 2.700% BANK OF AMERICA CORP 3.124% SER MTN D R HORTON INC 4.375% DEERE & CO 2.600% DOLLAR GENERAL CORP 3.250% GOLDMAN SACHS GROUP INC 3.625% 25053 24979 MARRIOTT INTERNATIONAL INC 2.300% MCDONALDS CORP MTN 2.625% MICROSOFT CORP 3.625% 25185 24737 MORGAN STANLEY 3.700% 25197 24412 PEPSICO INC 3.100% QUALCOMM INC 3.000% REPUBLIC SERVICES INC 3.550% ROYAL BANK OF CANADA 2.750% SALESFORCE.COM INC 3.250% 24835 24910 SIMON PROPERTY GROUP LP 3.750% 15128 14771 WASTE MANAGEMENT INC 2.900% WELLS FARGO & CO MTN 3.500% JP MORGAN CHASE & CO 3.782% 26252 23357 MASCO CORP 3.500% 25589 23194 AMAZON.COM INC 3.15% 27612 23492 FEDEX CORP 3.25% 15876 14288 PNC FINANCIAL SERVICES GROUP 2.6% 26235 23163 SOUTHWEST AIRLINES CO 5.25% 27172 25108 TWDC ENTERPRISES 18 2.35% AMERICAN ELECTRIC POWER 5.75% 25870 25661 BANK OF AMERICA CORP 3.248% 20576 18484 BANK OF NEW YORK 3.442% 23746 23395 REPUBLIC SERVICES INC 3.375% 27441 23331 WELLS FARGO & CO VARIABLE 3.584% 25103 23212 APPLE INC 18344 292472 COSTCO WHOLESALE CORP 17282 132385 UMB FINANCIAL CORP 1693 83520 HOME DEPOT INC 4645 60013 NEXTERA ENERGY INC 9247 61028 UNITEDHEALTH GROUP INC 9861 115579 JPMORGAN CHASE & CO 29306 109694 MASTERCARD INC 8555 61896 UNION PACIFIC CORP 16545 57773 PRINCIPAL MIDCAP FUND R6 48428 105921 VANGUARD REAL ESTATE ETF 50348 65984 THERMO FISHER SCIENTIFIC INC. 20498 120601 MICROSOFT CORP 50667 282988 SOUTHWEST AIRLINES CO TEXAS INSTRUMENTS INC ALPHABET INC CL A 29336 176460 VICTORY SYCAMORE SMALL CO OPPTY 107638 113188 AMAZON COM INC 38607 114996 ISHARES S&P SMLCP 600GROWTH ETF 126818 165347 DANAHER CORP DEL 40758 125278 ABBOTT LABORATORIES BANK OF AMERICA CORPORATION LINDE PLC NIKE INC DUKE REALTY CORP INTUIT 69506 131167 UNITED RENTALS INC 32263 97030 NUANCE MID CAP VALUE 80720 78377 SALESFORCE.COM INC ADOBE INC DOCUSIGN INC EDWARDS LIFESCIENCES CORP GOLDMAN SACHS GROUP INC 65223 92369 MORGAN STANLEY CO 123521 141983 NVIDIA CORP 37229 64302 PIONEER NATURAL RESOURCES CO 39068 76511 ROCKWELL AUTOMATION INC STARBUCKS CORP VISA INC 88326 103880 ACCENTURE PLC 89801 88324 BLOCK INC CHARLES SCHWAB CORP 120209 133882 CHEVRON CORP 100297 145387 DEERE & CO 126470 149637 ESTEE LAUDER COS INC FIVE BELOW INC GENERAL MOTORS CO NETFLIX INC 54926 55732 NUCOR CORP 71390 88313 PALO ALTO NETWORKS INC 115040 95864 QUANTA SERVICES INC 113731 161880 SVB FINANCIAL GROUP TESLA INC 78880 43359 ZSCALER INC BAILLIE GIFFORD INTERNATIONAL ALPHA FUND RAINIER INTERNATIONAL DISCOVERY SERIES 34477 50296 VANGUARD DEVELOPED MARKETS INDEX 124349 107769 AMGEN INC 87826 86671 BERKSHIRE HATHAWAY INC 157116 146728 BOEING CO 121554 128009 CORTEVA INC 127972 131844 CVS HEALTH CORP 110854 101111 DEVON ENERGY CORP 69651 64278 DOLLAR GENERAL CORP 54768 53190 ELEVANCE HEALTH INC 59133 62069 ELI LILLY & CO 138339 177432 ENPHASE ENERGY INC 100090 146523 FORD MOTOR CO 57541 52288 LULULEMON ATHLETICA INC 54710 53503 MCKESSON CORP 85051 90029 ON SEMICONDUCTOR CORP 136060 140208 O'REILLY AUTOMOTIVE INC 140363 174714 PEPSICO INC 69899 72987 PRINCIPAL FINANCIAL GROUP INC 79016 84256 VERTEX PHARMACEUTICALS INC 100911 108293 WALT DISNEY CO 109396 86098 WW GRAINGER INC 54041 49506 MFS INTERNATIONAL EQUITY FUND 80676 69256 307414 294226 ACCD INT PURCH 266 INCOME RECEIVABLE 358 1070 INVESTMENT EXPENSES 13 13 2021 990-PF BALANCE DUE 6902 2022 990-PF ESTIMATES 9390 FOREIGN TAX WITHHELD ON DIVIDENDS 593 593