WILLARD J AND MARY G BREIDENTHAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD J AND MARY G BREIDENTHAL FOUNDATION (EIN 48-6103376)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-30
- IRS object ID
- 202001219349100305
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-30T08:28:35-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480986156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFlynn & Bihuniak Chartered | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9404 Reeds Rd | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486103376 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARD J & MARY G BREIDENTHAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9136482800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK PO BOX 419226 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY ANDERVICH | PersonNm |
| Person Title | TRUST ADVISOR | PersonTitleTxt |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MERIDITH BIHUNIAK | PreparerPersonNm |
| PTIN | P00079749 | PTIN |
| Phone | 9136486828 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,669,346 | 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 |
| Interest On Sav Rev And Expnss | $2,903 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,903 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $141,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $387,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,197,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $387,754 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $532,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $532,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,242 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,818 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,424 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $66,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $640,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,399 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,169 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,070 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $23,896 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,896 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $25,714 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,940,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,877,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,647,316 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $923,342 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $922,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $939,246 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $180 | OtherAssetsBOYAmt |
| Other Assets EOY | $973 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,990,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,882,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,669,346 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,016,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,016,932 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,973,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,865,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,990,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,882,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,990,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,882,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,990,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,230 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,882,062 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,882,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAIN DISTRIBUTIONS | P | 2019-12-31 | 2019-12-31 | $3,217 | $3,217 | $3,217 | |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2010-12-31 | 2019-12-31 | $12,623 | $12,623 | $12,623 | |
| UMB BANK | P | 2019-12-31 | 2019-12-31 | $762,081 | -$88,653 | -$88,653 | $850,734 |
| UMB BANK | P | 2010-12-31 | 2019-12-31 | $1,361,634 | $419,045 | $419,045 | $942,589 |
| UMB BANK | P | 2010-12-31 | 2019-12-31 | $52,456 | $35,971 | $35,971 | $16,485 |
| BANK OF AMERICA CORP | P | 2019-01-02 | 2019-01-02 | $1,300 | $1,300 | $1,300 | |
| LINDE PUBLIC LTD | P | 2019-01-02 | 2019-01-02 | $4,251 | $4,251 | $4,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,754 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$79,885 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $632,134 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,676,534 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08235 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $427,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,267,428 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $431,690 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,688,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $307,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,890,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04457 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $391,809 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,601,965 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05935 | DistributionYr5Rt |
| Total Distribution | 0.309646 | TotalDistributionRt |
| Average Distribution | 0.061929 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,593,408 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $470,252 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,722 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $474,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $580,399 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,722 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,722 | SubtotalAmt |
| Tax Based On Investment Income | $4,722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,438 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,438 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $290 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK TRUST DIVISION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9136482800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419226 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| UMB BANK | ||||||
| PO BOX 419226 | KANSAS CITY | MO | 641416226 | Trustee | 2.00 | $64,242 |
| MCKENZIE BREIDENTHAL | ||||||
| 2324 NORTH 88TH DRIVE | KANSAS CITY | KS | 66109 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,570,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,709,044 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,709,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,593,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,722 | TotalTaxAmt |
| Distributable Before Adj | $374,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $374,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $374,948 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,399 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $580,399 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,722 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $575,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $374,948 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $75,669 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $102,741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,540 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $259,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $512,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,399 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $374,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $205,451 | RemainingDistriFromCorpusAmt |
| Total Corpus | $718,312 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,669 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $642,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $102,741 | ExcessFromYear3Amt |
| Excess From Year2 | $74,540 | ExcessFromYear2Amt |
| Excess From Year1 | $259,911 | ExcessFromYear1Amt |
| Excess From Current Year | $205,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLARD J MARY G BREIDENTHAL FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419226 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9136482800 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS INCLUDING DESCRIPTION OF CHARITABLE FUNCTION AND OTHER SUPPORTING DOCUMENTATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. HOWEVER, GRANTS ARE PREDOMINANTLY TO ORGANIZATIONS IN THE GREATER KANSAS CITY AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KU WILLIAMS EDUCATION FUND | |||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | N/A | EDUCATION | $251,100 |
| EMPORIA STATE UNIVERSITY FOUNDATION | |||||||
| 1200 COMMERCIAL STREET | EMPORIA | KS | 66801 | NONE | N/A | EDUCATION | $204,625 |
| FRIENDS OF THE ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | N/A | EDUCATION | $1,000 |
| KANSAS CITY PUBLIC TELEVISION | |||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | NONE | N/A | ARTS | $1,000 |
| KCUR | |||||||
| 4825 TROOST | KANSAS CITY | MO | 64110 | NONE | N/A | ARTS | $1,000 |
| FREEDOM'S FRONTIER NATL HERITAGE AR | |||||||
| PO BOX 526 | LAWRENCE | KS | 66044 | NONE | N/A | EDUCATION | $1,000 |
| WYANDOTTE COUNTY MUSEUM | |||||||
| 631 NORTH 126TH STREET | BONNER SPRINGS | KS | 66012 | NONE | N/A | EDUCATION | $500 |
| KANSAS STATE ATHLETICS-AHEARN FUND | |||||||
| 1800 COLLEGE AVENUE SUITE 138 | MANHATTAN | KS | 66502 | NONE | N/A | EDUCATION | $50,000 |
| BONNER ANIMAL RESCUE | |||||||
| PO BOX 332 | BONNER SPRINGS | KS | 66012 | NONE | N/A | EDUCATION | $1,500 |
| BOYS GIRLS CLUBS-GREATER KANSAS CIT | |||||||
| 6301 ROCKHILL ROAD SUITE 303 | KANSAS CITY | MO | 64131 | NONE | N/A | EDUCATION | $50,000 |
| KANSAS STATE HISTORICAL SOCIETY | |||||||
| 6425 SW 6TH AVENUE | TOPEKA | KS | 66615 | NONE | N/A | EDUCATION | $1,000 |
| GIRL SCOUTS OF NORTHEAST KANSAS | |||||||
| 8383 BLUE PARKWAY DRIVE | KANSAS CITY | MO | 64133 | NONE | N/A | EDUCATION | $1,000 |
| COMMUNITY HOUSING OF WYANDOTTE COUN | |||||||
| 2 S 14TH ST | KANSAS CITY | KS | 66102 | NONE | N/A | SOCIAL SERVICES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,725 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,903 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $387,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $532,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $532,237 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | O'FLYNN & BIHUNIAK CHARTERED | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (35 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| METWEST UNCONSTRAINED BOND FUND | $149,370 | $149,749 |
| ACTAVIS FUNDING SCS 3.00% | $25,035 | $25,018 |
| AMERIPRISE FINANCIAL INC 5.300% | $20,238 | $20,128 |
| APPLE INC 2.700% | $25,014 | $25,574 |
| BANK OF AMERICA CORP 3.124% SER MTN | $25,134 | $25,488 |
| BB&T CORPORATION 2.450% | ||
| CARNIVAL CORP 3.950% | $15,151 | $15,225 |
| CONSTELLATION ENERGY GROUP I 5.150% | $25,438 | $25,502 |
| D R HORTON INC 4.375% | $25,785 | $26,210 |
| DEERE & CO 2.600% | $24,876 | $25,470 |
| DOLLAR GENERAL CORP 3.250% | $14,880 | $15,493 |
| GOLDMAN SACHS GROUP INC 3.625% | $25,356 | $26,038 |
| HEALTH CARE REIT INC 3.750% | $25,485 | $26,090 |
| HOST HOTELS & RESORTS LP 4.750% | $25,922 | $26,688 |
| JP MORGAN CHASE & CO 3.200% | ||
| MARRIOTT INTERNATIONAL INC 2.300% | $24,409 | $25,119 |
| MCDONALDS CORP MTN 2.625% | $24,898 | $25,360 |
| MICROSOFT CORP 3.625% | $25,694 | $26,615 |
| MORGAN STANLEY 3.700% | $25,471 | $26,558 |
| NORTHROP GRUMMAN CORP 3.500% | $15,126 | $15,289 |
| OCCIDENTAL PETROLEUM CORP 4.100% | $25,523 | $25,435 |
| PACKAGING CORP OF AMERICA 4.500% | $26,234 | $26,862 |
| PEPSICO INC 3.100% | $25,277 | $25,797 |
| QUALCOMM INC 3.000% | $39,303 | $41,011 |
| REPUBLIC SERVICES INC 3.550% | $25,340 | $25,829 |
| ROPER TECHNOLOGIES INC 2.800% | $24,849 | $25,372 |
| ROYAL BANK OF CANADA 2.750% | $19,776 | $20,362 |
| SALESFORCE.COM INC 3.250% | $24,835 | $26,006 |
| SIMON PROPERTY GROUP LP 3.750% | $15,362 | $15,972 |
| US BANCORP 2.625% | $24,929 | $25,397 |
| WALT DISNEY COMPANY 2.350% | $24,610 | $25,373 |
| WASTE MANAGEMENT INC 2.900% | $24,992 | $25,580 |
| WELLS FARGO & CO MTN 3.500% | $25,356 | $25,818 |
| JP MORGAN CHASE & CO 3.782% | $26,920 | $26,960 |
| MASCO CORP 3.500% | $25,893 | $25,858 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $52,189 | $311,269 |
| COSTCO WHOLESALE CORP | $24,120 | $117,568 |
| UMB FINANCIAL CORP | $1,693 | $68,640 |
| CHEVRON CORP | $31,788 | $54,832 |
| HOME DEPOT INC | $12,836 | $114,649 |
| NEXTERA ENERGY INC | $47,500 | $153,772 |
| VERIZON COMMUNICATIONS | $52,203 | $85,039 |
| JOHNSON & JOHNSON | ||
| UNITEDHEALTH GROUP INC | $40,456 | $155,809 |
| JPMORGAN CHASE & CO | $84,564 | $207,706 |
| MASTERCARD INC-CLASS A | $40,614 | $237,379 |
| UNION PACIFIC CORP | $42,322 | $122,033 |
| PRINCIPAL MIDCAP FUND R6 | $51,793 | $11,609 |
| VANGUARD REIT VIPERS ETF | $53,124 | $74,232 |
| BOEING CO | $33,616 | $105,872 |
| CME GROUP INC | $40,124 | $113,407 |
| HARTFORD FINANCIAL SERVICES GROUP INC | ||
| THERMO FISHER SCIENTIFIC INC. | $47,688 | $160,811 |
| DOWDUPONT | ||
| EOG RESOURCES INC | $87,159 | $78,316 |
| MICROSOFT CORP | $101,025 | $298,841 |
| PEPSICO INC | $40,551 | $64,918 |
| PROCTER & GAMBLE CO | $30,485 | $82,434 |
| SOUTHWEST AIRLINES CO | $48,842 | $94,735 |
| TEXAS INSTRUMENTS INC | $33,527 | $95,576 |
| AMERICAN CENTURY MID CAP VALUE | ||
| ALPHABET INC | $50,420 | $187,515 |
| FACEBOOK INC A SHARES | $63,046 | $113,914 |
| PFIZER INC | ||
| IVY INTERNATIONAL CORE EQUITY | $217,875 | $240,522 |
| VICTORY SYCAMORE SMALL CO OPPTY | $116,000 | $118,809 |
| AMAZON COM INC | $97,634 | $304,894 |
| BB&T CORP | ||
| EXXONMOBIL CORP | $61,966 | $58,615 |
| LOCKHEED MARTIN CORP | $73,988 | $128,495 |
| PAYCHEX INC | ||
| PROGRESSIVE CORP OHIO | $61,227 | $142,608 |
| ISHARES S&P SMLCP 600/BARRA GROWTH INDEX | $144,281 | $164,305 |
| FIRST TRUST MLP AND ENERGY I | $93,873 | $74,625 |
| BECTON DICKINSON & CO | $93,154 | $137,345 |
| CONSTELLATION BRANDS INC | ||
| DANAHER CORP DEL | $77,577 | $130,458 |
| MARRIOTT INTL INC NEW | ||
| ABBOTT LABORATORIES | $80,628 | $110,746 |
| BANK OF AMERICA CORPORATION | $112,822 | $132,251 |
| CISCO SYSTEMS INC | $103,402 | $111,987 |
| CVS HEALTH CORPORATION | ||
| HP INC | ||
| LINDE PUBLIC LIMITED CO | $59,659 | $77,708 |
| MCDONALDS CORP | $87,687 | $105,721 |
| NIKE INC | $55,340 | $80,541 |
| OCCIDENTAL PETROLEUM CORP | ||
| PHILLIPS 66 | $54,647 | $61,275 |
| WALMART INC | $81,028 | $100,420 |
| WELLTOWER INC | $74,058 | $85,051 |
| MANNING & NAPIER INTL DISCOVERY CL Z | $50,078 | $73,927 |
| AT&T INC | $52,393 | $55,298 |
| COMCAST CORP NEW | $82,124 | $79,822 |
| DISNEY WALT CO | $87,597 | $94,009 |
| DOLLAR GENERAL CORP | $81,431 | $92,808 |
| DUKE REALTY CORP | $77,076 | $81,128 |
| INTUIT | $83,531 | $106,082 |
| MERCK & CO INC | $107,354 | $120,509 |
| PAYPAL HOLDINGS INC | $92,857 | $93,567 |
| TRUIST FINANCIAL CORPORATION | $66,545 | $90,112 |
| UNITED RENTALS INC | $72,287 | $100,062 |
| NUANCE MID CAP VALUE | $86,114 | $94,101 |
| SALESFORCE.COM INC | $79,724 | $88,639 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,896 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $25,714 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INTEREST PURCHASED | $180 | $449 |
| INCOME RECEIVABLE | $524 |