WILLARD J AND MARY G BREIDENTHAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD J AND MARY G BREIDENTHAL FOUNDATION (EIN 48-6103376)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-16
- IRS object ID
- 201941369349100224
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-16T10:22:26-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-16 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,739,255 | 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 | $1,338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $486,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,942,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $486,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $642,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $642,211 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,315 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $59,684 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,631 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $255 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,074 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $78,939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $631,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $631,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $709,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $637,936 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $580,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,592 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $36,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,846 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $536 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,896 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,194 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,373,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,940,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,704,300 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $644,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $923,342 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $907,915 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $171 | OtherAssetsBOYAmt |
| Other Assets EOY | $180 | OtherAssetsEOYAmt |
| Total Assets BOY | $5,058,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,990,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,739,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,016,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,016,932 | CapitalStockEOYAmt |
| Retained Earning BOY | $4,041,138 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,973,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,058,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,990,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,058,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,990,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,058,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,990,292 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,990,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM SALES-SCH ATT | P | 2018-12-31 | 2018-12-31 | $566,449 | $590,073 | -$23,624 | -$23,624 |
| LONG TERM SALES-SCH ATT | P | 2010-12-31 | 2018-12-31 | $2,375,618 | $1,865,396 | $510,222 | $510,222 |
| JPMORGAN CHASE & CO STTLMT | P | 2010-12-31 | 2018-03-27 | $54 | $54 | $54 | |
| WAL MART STORES INC-WASH SALE DISALLD | P | 2018-02-20 | 2018-03-14 | $161 | $161 | $161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $486,813 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23,463 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $427,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,267,428 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05885 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $431,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,688,927 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06454 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $307,075 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,890,142 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04457 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $391,809 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,601,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05935 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $429,645 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,931,808 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10927 | DistributionYr5Rt |
| Total Distribution | 0.336574 | TotalDistributionRt |
| Average Distribution | 0.067315 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,676,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $516,746 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,802 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $522,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $637,936 | 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 | $5,802 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,802 | SubtotalAmt |
| Tax Based On Investment Income | $5,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,438 | OverpaymentAmt |
| Applied To ES Tax | $4,438 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $66,315 |
| 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 | $7,763,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,793,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,793,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,676,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $383,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,802 | TotalTaxAmt |
| Distributable Before Adj | $378,025 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $378,025 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $378,025 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $637,936 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $637,936 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,802 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $632,134 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,025 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $239,387 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $102,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,540 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $492,337 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $637,936 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $378,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $259,911 | RemainingDistriFromCorpusAmt |
| Total Corpus | $752,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $239,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $512,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,669 | ExcessFromYear4Amt |
| Excess From Year2 | $102,741 | ExcessFromYear2Amt |
| Excess From Year1 | $74,540 | ExcessFromYear1Amt |
| Excess From Current Year | $259,911 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DONNELLY COLLEGE | |||||||
| 608 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | N/A | EDUCATION | $125,000 |
| EMPORIA STATE UNIVERSITY FOUNDATION | |||||||
| 1200 COMMERCIAL STREET | EMPORIA | KS | 66801 | NONE | N/A | EDUCATION | $204,025 |
| 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 |
| 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 | $1,500 |
| KANSAS STATE HISTORICAL SOCIETY | |||||||
| 6425 SW 6TH AVENUE | TOPEKA | KS | 66615 | NONE | N/A | EDUCATION | $1,000 |
| WILLIAMS EDUCATIONAL FUND-KU | |||||||
| 1651 NAISMITH DRIVE | LAWRENCE | KS | 66045 | NONE | N/A | EDUCATION | $251,025 |
| UNIVERSITY OF NORTHERN COLORADO FDN | |||||||
| 1620 RESERVOIR ROAD | GREELEY | CO | 80631 | NONE | N/A | EDUCATION | $10,000 |
| GIRL SCOUTS OF NORTHEAST KANSAS | |||||||
| 8383 BLUE PARKWAY DRIVE | KANSAS CITY | MO | 64133 | NONE | N/A | EDUCATION | $1,000 |
| GENERATION RESCUE | |||||||
| 13636 VENTURA BLVD 259 | SHERMAN OAKS | CA | 91423 | NONE | N/A | MEDICAL | $1,500 |
| UMKC WOMEN'S BASKETBALL | |||||||
| 5100 ROCKHILL ROAD SRC 201 | KANSAS CITY | MO | 64110 | NONE | N/A | EDUCATION | $10,000 |
| COMMUNITY HOUSING OF WYANDOTTE COUN | |||||||
| 2 S 14TH ST | KANSAS CITY | KS | 66102 | NONE | N/A | SOCIAL SERVICES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $631,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,338 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,060 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $486,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $642,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $642,211 | 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 | $2,550 | Amt |
| Net Investment Income | $2,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $255 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | ||
| METWEST UNCONSTRAINED BOND FUND | $149,371 | $146,228 |
| ACTAVIS FUNDING SCS 3.00% | $25,119 | $24,908 |
| AMERIPRISE FINANCIAL INC 5.300% | $20,708 | $20,509 |
| APPLE INC 2.700% | $25,020 | $24,721 |
| BANK OF AMERICA CORP 3.124% SER MTN | $25,134 | $24,579 |
| BB&T CORPORATION 2.450% | $25,007 | $24,825 |
| CARNIVAL CORP 3.950% | $15,297 | $15,193 |
| CONSTELLATION ENERGY GROUP I 5.150% | $26,008 | $25,549 |
| D R HORTON INC 4.375% | $26,054 | $25,290 |
| DEERE & CO 2.600% | $24,876 | $24,468 |
| DOLLAR GENERAL CORP 3.250% | $14,880 | $14,656 |
| GOLDMAN SACHS GROUP INC 3.625% | $25,451 | $24,607 |
| HEALTH CARE REIT INC 3.750% | $25,625 | $24,955 |
| HOST HOTELS & RESORTS LP 4.750% | $26,185 | $25,542 |
| JP MORGAN CHASE & CO 3.200% | $25,192 | $24,636 |
| MARRIOTT INTERNATIONAL INC 2.300% | $24,409 | $24,035 |
| MCDONALDS CORP MTN 2.625% | $24,898 | $24,495 |
| MICROSOFT CORP 3.625% | $25,867 | $25,744 |
| MORGAN STANLEY 3.700% | $25,556 | $24,585 |
| NORTHROP GRUMMAN CORP 3.500% | $15,206 | $15,115 |
| OCCIDENTAL PETROLEUM CORP 4.100% | $25,861 | $25,432 |
| PACKAGING CORP OF AMERICA 4.500% | $26,539 | $25,627 |
| PEPSICO INC 3.100% | $25,369 | $25,010 |
| QUALCOMM INC 3.000% | $39,303 | $39,352 |
| REPUBLIC SERVICES INC 3.550% | $25,485 | $25,104 |
| ROPER TECHNOLOGIES INC 2.800% | $24,849 | $24,492 |
| ROYAL BANK OF CANADA 2.750% | $19,776 | $19,680 |
| SALESFORCE.COM INC 3.250% | $24,835 | $25,129 |
| SIMON PROPERTY GROUP LP 3.750% | $15,440 | $15,035 |
| US BANCORP 2.625% | $24,929 | $24,620 |
| WALT DISNEY COMPANY 2.350% | $24,610 | $24,280 |
| WASTE MANAGEMENT INC 2.900% | $24,992 | $24,597 |
| WELLS FARGO & CO MTN 3.500% | $25,491 | $24,917 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $44,589 | $167,204 |
| COSTCO WHOLESALE CORP | $26,791 | $87,595 |
| UMB FINANCIAL CORP | $1,693 | $60,970 |
| CHEVRON CORP | $64,166 | $86,488 |
| HOME DEPOT INC | $15,037 | $105,669 |
| NEXTERA ENERGY INC | $54,483 | $118,198 |
| VERIZON COMMUNICATIONS | $52,192 | $78,989 |
| JOHNSON & JOHNSON | $38,174 | $64,525 |
| UNITEDHEALTH GROUP INC | $38,878 | $175,630 |
| BRISTOL MYERS SQUIBB | ||
| JPMORGAN CHASE & CO | $64,969 | $129,835 |
| MASTERCARD INC-CLASS A | $66,588 | $210,345 |
| UNION PACIFIC CORP | $51,547 | $109,893 |
| PRINCIPAL MIDCAP FUND R6 | $51,793 | $81,844 |
| VANGUARD REIT VIPERS ETF | $54,291 | $59,656 |
| BOEING CO | $66,685 | $146,738 |
| CME GROUP INC | $48,379 | $127,922 |
| HARTFORD FINANCIAL SERVICES GROUP INC | $29,208 | $53,340 |
| LINCOLN NATIONAL CORP | ||
| STARBUCKS CORP | ||
| THERMO FISHER SCIENTIFIC INC. | $66,531 | $147,701 |
| DOWDUPONT | $44,264 | $53,747 |
| EOG RESOURCES INC | $62,114 | $59,303 |
| MICROSOFT CORP | $83,247 | $188,920 |
| PEPSICO INC | $43,539 | $56,345 |
| PROCTER & GAMBLE CO | $32,564 | $64,804 |
| SOUTHWEST AIRLINES CO | $56,588 | $87,382 |
| TEXAS INSTRUMENTS INC | $70,319 | $145,530 |
| AMERICAN CENTURY MID CAP VALUE | $88,802 | $75,420 |
| RAINIER INTERNATION DISCOVERY FD | ||
| ALPHABET INC | $68,868 | $182,868 |
| FACEBOOK INC A SHARES | $40,570 | $59,646 |
| PFIZER INC | $76,751 | $100,177 |
| IVY INTERNATIONAL CORE EQUITY | $217,875 | $207,927 |
| VICTORY SYCAMORE SMALL CO OPPTY | $116,000 | $98,591 |
| AMAZON COM INC | $125,176 | $292,884 |
| BB&T CORP | $86,017 | $86,640 |
| EXXONMOBIL CORP | $66,631 | $61,371 |
| KRAFT HEINZ CO | ||
| LOCKHEED MARTIN CORP | $82,140 | $92,953 |
| PAYCHEX INC | $64,981 | $88,604 |
| PRINCIPAL FINANCIAL GROUP | ||
| PROGRESSIVE CORP OHIO | $64,080 | $126,090 |
| WEYERHAEUSER CO | ||
| ISHARES S&P SMLCP 600/BARRA GROWTH INDEX | $144,281 | $137,130 |
| FIRST TRUST MLP AND ENERGY I | $100,000 | $61,250 |
| BECTON DICKINSON & CO | $107,526 | $128,432 |
| CITIGROUP INC | ||
| CONSTELLATION BRANDS INC | $107,627 | $86,039 |
| CUMMINS INC | ||
| DANAHER CORP DEL | $79,444 | $94,870 |
| HALLIBURTON CO | ||
| MARRIOTT INTL INC NEW | $89,676 | $96,076 |
| ORACLE CORP | ||
| 3M CORP | ||
| ABBOTT LABORATORIES | $86,319 | $98,730 |
| BANK OF AMERICA CORPORATION | $123,111 | $101,517 |
| CISCO SYSTEMS INC | $110,957 | $108,325 |
| CVS HEALTH CORPORATION | $70,982 | $58,968 |
| HP INC | $89,862 | $78,157 |
| LINDE PUBLIC LIMITED CO | $77,473 | $78,020 |
| MCDONALDS CORP | $94,245 | $102,103 |
| NIKE INC | $48,123 | $51,898 |
| OCCIDENTAL PETROLEUM CORP | $41,461 | $40,818 |
| PHILLIPS 66 | $58,621 | $50,829 |
| WALMART INC | $86,984 | $84,301 |
| WELLTOWER INC | $46,738 | $45,811 |
| MANNING & NAPIER INTL DISCOVERY CL Z | $50,078 | $59,282 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,896 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,194 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PURCHASED | Desc |
| EOY Book Value | $180 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2015 990PF REFUND | $4,882 |
| 2017 990PF BALANCE DUE | $4,716 |
| 2018 990PF ESTIMATES | $10,240 |