WILLARD J AND MARY G BREIDENTHAL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD J AND MARY G BREIDENTHAL FOUNDATION (EIN 48-6103376)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349101657
- Schema version
- 2017v2.2
- 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 | 2018-05-14T08:04:15-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,708,963 | 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 | $332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $406,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,549,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $406,528 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $569,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $569,627 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,217 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $72,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $421,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $421,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $427,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $511,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,592 | CashEOYAmt |
| Cash EOYFMV | $2,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,556 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,315 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $536 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $528 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,042,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,373,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,022,561 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $881,913 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $644,758 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $646,726 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $21 | OtherAssetsBOYAmt |
| Other Assets EOY | $171 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,982,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,058,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,708,963 | 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 | $3,965,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,041,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,982,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,058,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,982,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,058,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,982,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,910 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,058,070 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,058,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 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 | 2017-12-31 | 2017-12-31 | $1,054 | $1,054 | $1,054 | |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2010-12-31 | 2017-12-31 | $17,921 | $17,921 | $17,921 | |
| GNMA POOL 612970 | P | 2010-12-31 | 2017-12-31 | $538 | -$17 | -$17 | $555 |
| GNMA POOL 603099 | P | 2010-12-31 | 2017-12-31 | $406 | -$10 | -$10 | $416 |
| GNMA POOL 003439 | P | 2010-12-31 | 2017-12-31 | $790 | -$18 | -$18 | $808 |
| APACHE CORP | P | 2016-12-21 | 2017-02-01 | $66,435 | -$10,419 | -$10,419 | $76,854 |
| AFLAC 2.65% 2/15/17 | P | 2012-10-31 | 2017-02-15 | $25,000 | $25,000 | ||
| FEDEX CORP | P | 2010-12-31 | 2017-03-22 | $58,388 | $27,902 | $27,902 | $30,486 |
| POWERSHARES SENIOR LOAN PORT | P | 2010-12-31 | 2017-03-22 | $93,796 | -$2,355 | -$2,355 | $96,151 |
| VANGUARD REIT VIPERS ETF | P | 2010-12-31 | 2017-03-22 | $16,230 | $1,792 | $1,792 | $14,438 |
| METWEST UNCONSTRAINED BOND FD | P | 2010-12-31 | 2017-03-22 | $5,000 | -$38 | -$38 | $5,038 |
| JOHNSON & JOHNSON | P | 2010-12-31 | 2017-03-23 | $6,287 | $1,288 | $1,288 | $4,999 |
| VERIZON COMMUNICATIONS INC | P | 2010-12-31 | 2017-06-08 | $9,222 | -$121 | -$121 | $9,343 |
| TJX COS INC | P | 2010-12-31 | 2017-06-08 | $72,778 | $57,305 | $57,305 | $15,473 |
| RIO TINTO FIN USA 9% 5/1/19 | P | 2012-10-31 | 2017-06-21 | $28,265 | $475 | $475 | $27,790 |
| DISNEY WALT CO | P | 2010-12-31 | 2017-08-03 | $21,774 | $15,542 | $15,542 | $6,232 |
| HALLIBURTON CO | P | 2017-03-22 | 2017-08-10 | $70,699 | -$24,436 | -$24,436 | $95,135 |
| WELLS FARGO & COMPANY | P | 2010-12-31 | 2017-08-10 | $77,929 | $25,718 | $25,718 | $52,211 |
| STARBUCKS CORP | P | 2010-12-31 | 2017-08-10 | $7,957 | $2,184 | $2,184 | $5,773 |
| CVS HEALTH CORPORATION | P | 2010-12-31 | 2017-08-31 | $1,938 | $1 | $1 | $1,937 |
| EATON CORP PLC | P | 2016-12-31 | 2017-08-31 | $98,669 | $4,338 | $4,338 | $94,331 |
| SOUTHWEST AIRLINES | P | 2010-12-31 | 2017-08-31 | $40,353 | $21,840 | $21,840 | $18,513 |
| CVS HEALTH CORPORATION | P | 2010-12-31 | 2017-09-07 | $4,001 | $127 | $127 | $3,874 |
| PFIZER INC | P | 2010-12-31 | 2017-09-11 | $10,242 | $85 | $85 | $10,157 |
| AT & T | P | 2010-12-31 | 2017-09-11 | $49,966 | $8,508 | $8,508 | $41,458 |
| AT & T | P | 2017-03-22 | 2017-09-11 | $7,138 | -$1,206 | -$1,206 | $8,344 |
| JOHN DEERE CAP CORP 2.8% 9/18/17 | P | 2010-10-25 | 2017-09-18 | $25,000 | $25,000 | ||
| DISNEY WALT CO | P | 2010-12-31 | 2017-09-27 | $9,811 | $6,751 | $6,751 | $3,060 |
| CVS HEALTH CORPORATION | P | 2010-12-31 | 2017-09-27 | $16,194 | $6,982 | $6,982 | $9,212 |
| BRISTOL-MYERS SQUIBB | P | 2010-12-31 | 2017-09-27 | $12,572 | $828 | $828 | $11,744 |
| SOUTHWEST AIRLINES | P | 2010-12-31 | 2017-09-27 | $5,585 | $3,404 | $3,404 | $2,181 |
| UNION PACIFIC CORP | P | 2010-12-31 | 2017-09-27 | $18,431 | $6,131 | $6,131 | $12,300 |
| APPLE INC | P | 2010-12-31 | 2017-09-27 | $19,219 | $4,722 | $4,722 | $14,497 |
| DISNEY WALT CO | P | 2010-12-31 | 2017-10-05 | $12,571 | $8,746 | $8,746 | $3,825 |
| BB&T CORP | P | 2016-11-10 | 2017-10-05 | $8,321 | $1,043 | $1,043 | $7,278 |
| STARBUCKS CORP | P | 2010-12-31 | 2017-10-17 | $10,935 | $3,368 | $3,368 | $7,567 |
| BB&T CORP | P | 2016-11-10 | 2017-10-17 | $9,318 | $1,000 | $1,000 | $8,318 |
| CVS HEALTH CORPORATION | P | 2010-12-31 | 2017-10-17 | $61,441 | $33,913 | $33,913 | $27,528 |
| SOUTHWEST AIRLINES | P | 2010-12-31 | 2017-10-17 | $5,892 | $3,711 | $3,711 | $2,181 |
| DISNEY WALT CO | P | 2010-12-31 | 2017-10-27 | $56,368 | $40,548 | $40,548 | $15,820 |
| TRAVELERS COMPANIES INC | P | 2010-12-31 | 2017-11-09 | $110,373 | $77,133 | $77,133 | $33,240 |
| UNITED PARCEL SERVICE | P | 2010-12-31 | 2017-11-09 | $72,685 | $18,183 | $18,183 | $54,502 |
| UNITED PARCEL SERVICE | P | 2016-12-21 | 2017-11-09 | $16,773 | -$711 | -$711 | $17,484 |
| DOMINION ENERGY INC | P | 2010-12-31 | 2017-11-09 | $82,022 | $51,283 | $51,283 | $30,739 |
| VERIZON COMMUNICATIONS INC | P | 2010-12-31 | 2017-11-09 | $27,011 | $6,995 | $6,995 | $20,016 |
| DODGE & COX INCOME FUND | P | 2010-12-31 | 2017-11-09 | $1,341 | $3 | $3 | $1,338 |
| METWEST UNCONSTRAINED BOND FD | P | 2010-12-31 | 2017-11-09 | $104,724 | $254 | $254 | $104,470 |
| SCHLUMBERGER LTD | P | 2010-12-31 | 2017-12-06 | $48,623 | -$7,392 | -$7,392 | $56,015 |
| SCHLUMBERGER LTD | P | 2016-12-16 | 2017-12-06 | $21,679 | -$8,141 | -$8,141 | $29,820 |
| JP MORGAN CHASE & CO STTLMT | P | 2010-12-31 | 2017-11-07 | $314 | $314 | $314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $406,528 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$37,478 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $431,690 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,688,927 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06454 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $307,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,890,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04457 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $391,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,601,965 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05935 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $429,645 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,931,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10927 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $304,996 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,367,138 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09058 | DistributionYr5Rt |
| Total Distribution | 0.368306 | TotalDistributionRt |
| Average Distribution | 0.073661 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,267,428 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $535,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,118 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $540,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $427,675 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,236 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,236 | SubtotalAmt |
| Tax Based On Investment Income | $10,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,716 | 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 |
| 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 |
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 | $61,250 |
| 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 | $7,331,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,378,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,378,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,671 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,267,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $363,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $363,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,236 | TotalTaxAmt |
| Distributable Before Adj | $353,135 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $353,135 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $353,135 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $427,675 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $427,675 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $427,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,135 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $140,331 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $239,387 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,669 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $102,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $558,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $427,675 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $353,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,540 | RemainingDistriFromCorpusAmt |
| Total Corpus | $632,668 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $140,331 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $492,337 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $239,387 | ExcessFromYear4Amt |
| Excess From Year3 | $75,669 | ExcessFromYear3Amt |
| Excess From Year1 | $102,741 | ExcessFromYear1Amt |
| Excess From Current Year | $74,540 | 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 |
|---|---|---|---|---|---|---|---|
| KANSAS UNIVERSITY | |||||||
| 1450 JAYHAWK BOULEVARD | LAWRENCE | KS | 66045 | NONE | N/A | EDUCATION | $51,100 |
| 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 | $218,150 |
| 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 |
| HEART OF AMERICA BOY SCOUTS | |||||||
| 10210 HOLMES ROAD | KANSAS CITY | MO | 64131 | NONE | N/A | EDUCATION | $1,000 |
| 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 | $1,500 |
| KANSAS STATE HISTORICAL SOCIETY | |||||||
| 6425 SW 6TH AVENUE | TOPEKA | KS | 66615 | NONE | N/A | EDUCATION | $1,000 |
| 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 |
| KC KS SCHOOL FOUNDATION FOR EXCELLE | |||||||
| 2010 NORTH 59TH STREET | KANSAS CITY | KS | 66104 | NONE | N/A | EDUCATION | $5,000 |
| GENERATION RESCUE | |||||||
| 13636 VENTURA BLVD 259 | SHERMAN OAKS | CA | 91423 | NONE | N/A | MEDICAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $421,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $406,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $569,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $569,627 | 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 | $3,000 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHN DEERE CAPITAL CORP 2.800% | ||
| AFLAC INC 2.65% | ||
| RIO TINTO FIN USA LTD 9.00% | ||
| DODGE & COX INCOME FUND | $347,273 | $347,977 |
| METWEST UNCONSTRAINED BOND FUND | $297,485 | $298,749 |
| POWERSHARES SENIOR LOAN PORTFOLIO |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $88,260 | $232,691 |
| COSTCO WHOLESALE CORP | $37,701 | $111,672 |
| DISNEY WALT CO | ||
| TJX COS INC | ||
| UMB FINANCIAL CORP | $1,693 | $71,920 |
| WELLS FARGO & CO | ||
| CHEVRON CORP | $77,041 | $112,671 |
| HOME DEPOT INC | $17,115 | $132,671 |
| NEXTERA ENERGY INC | $77,819 | $140,571 |
| VERIZON COMMUNICATIONS | $59,393 | $87,335 |
| JOHNSON & JOHNSON | $71,969 | $118,762 |
| UNITEDHEALTH GROUP INC | $46,085 | $176,368 |
| BRISTOL MYERS SQUIBB | $56,068 | $84,260 |
| JPMORGAN CHASE & CO | $54,038 | $139,022 |
| MASTERCARD INC-CLASS A | $69,745 | $174,064 |
| UNION PACIFIC CORP | $59,619 | $120,690 |
| UNITED PARCEL SERVICE INC CLASS B SHARES | ||
| PRINCIPAL MIDCAP FUND R6 | $90,332 | $164,135 |
| VANGUARD REIT VIPERS ETF | $54,291 | $66,384 |
| BOEING CO | $74,295 | $184,319 |
| CME GROUP INC | $57,125 | $116,840 |
| HARTFORD FINANCIAL SERVICES GROUP INC | $54,108 | $112,560 |
| LINCOLN NATIONAL CORP | $56,075 | $109,540 |
| SCHLUMBERGER LTD | ||
| STARBUCKS CORP | $42,513 | $77,530 |
| THERMO FISHER SCIENTIFIC INC. | $76,812 | $142,410 |
| AT&T INC | ||
| CVS HEALTH CORPORATION | ||
| DOMINION RESOURCES INC | ||
| DOWDUPONT | $125,460 | $185,172 |
| EOG RESOURCES INC | $70,913 | $83,630 |
| FEDEX CORP | ||
| MICROSOFT CORP | $94,299 | $175,357 |
| PEPSICO INC | $78,244 | $107,928 |
| PROCTER & GAMBLE CO | $46,190 | $91,880 |
| SOUTHWEST AIRLINES CO | $37,146 | $112,901 |
| TEXAS INSTRUMENTS INC | $80,141 | $182,770 |
| TRAVELERS COMPANIES INC | ||
| AMERICAN CENTURY MID CAP VALUE | $97,172 | $107,404 |
| RAINIER INTERNATION DISCOVERY FD | $51,367 | $74,521 |
| ALPHABET INC | $95,224 | $237,015 |
| FACEBOOK INC A SHARES | $103,641 | $198,517 |
| PFIZER INC | $78,606 | $86,928 |
| IVY INTERNATIONAL CORE EQUITY | $210,165 | $268,894 |
| VICTORY SYCAMORE SMALL CO OPPTY | $91,000 | $99,546 |
| AMAZON COM INC | $128,232 | $233,894 |
| APACHE CORP | ||
| BB&T CORP | $83,181 | $99,440 |
| EATON CORP PLC SEDOL | ||
| EXXONMOBIL CORP | $76,448 | $85,731 |
| KRAFT HEINZ CO | $82,407 | $85,536 |
| LOCKHEED MARTIN CORP | $85,614 | $120,394 |
| PAYCHEX INC | $74,767 | $105,524 |
| PRINCIPAL FINANCIAL GROUP | $95,057 | $127,008 |
| PROGRESSIVE CORP OHIO | $101,180 | $185,856 |
| WEYERHAEUSER CO | $83,895 | $92,557 |
| ISHARES S&P SMLCP 600/BARRA GROWTH INDEX | $98,570 | $110,598 |
| FIRST TRUST MLP AND ENERGY I | $100,000 | $97,813 |
| BECTON DICKINSON & CO | $111,585 | $128,436 |
| CITIGROUP INC | $108,966 | $117,196 |
| CONSTELLATION BRANDS INC | $110,808 | $125,714 |
| CUMMINS INC | $111,475 | $123,648 |
| DANAHER CORP DEL | $90,669 | $97,461 |
| HALLIBURTON CO | $71,394 | $80,636 |
| MARRIOTT INTL INC NEW | $102,880 | $135,730 |
| ORACLE CORP | $100,457 | $104,016 |
| 3M CORP | $74,207 | $76,495 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $536 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $528 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE | Desc |
| BOY Book Value | $21 | BOYBookValueAmt |
| EOY Book Value | $171 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2016 990PF BALANCE DUE | $2,697 |
| 2017 990PF ESTIMATES | $5,520 |