WILLARD J AND MARY G BREIDENTHAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD J AND MARY G BREIDENTHAL FOUNDATION (EIN 48-6103376)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349100126
- Schema version
- 2016v3.0
- 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
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T10:16:46-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 4200 Somerset Drive Ste 137 | AddressLine1Txt |
| City | Prairie Village | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-05-12 | 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 | 2016 | 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 | $6,798,993 | 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 | $400 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $400 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $171,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,112,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,029 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$428 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$428 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $330,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,205 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,385 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,820 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $420 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $62,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,165 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $487,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,165 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $431,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$156,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,727 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,727 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $154,358 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,315 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,346 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,975,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,042,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,867,421 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $945,067 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $881,913 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $873,499 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3 | OtherAssetsBOYAmt |
| Other Assets EOY | $21 | OtherAssetsEOYAmt |
| Total Assets BOY | $5,139,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,982,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,798,993 | 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 | $4,122,090 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,965,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,139,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,982,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,139,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,982,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,139,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$156,862 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,982,160 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,982,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SPECTRA ENERGY CORP | P | 2010-01-07 | 2016-01-07 | $34,527 | $45,920 | -$11,393 | -$11,393 |
| ALLSTATE CORP | P | 2010-01-12 | 2016-01-12 | $69,515 | $45,747 | $23,768 | $23,768 |
| BLACKROCK INC | P | 2010-01-12 | 2016-01-12 | $84,885 | $91,254 | -$6,369 | -$6,369 |
| CONOCOPHILLIPS | P | 2010-01-12 | 2016-01-12 | $39,839 | $73,503 | -$33,664 | -$33,664 |
| CONOCOPHILLIPS | P | 2015-09-01 | 2016-01-12 | $7,968 | $9,558 | -$1,590 | -$1,590 |
| 3M CO | P | 2015-08-07 | 2016-01-12 | $69,654 | $74,510 | -$4,856 | -$4,856 |
| PROCTER & GAMBLE CO | P | 2010-01-12 | 2016-01-12 | $37,946 | $23,095 | $14,851 | $14,851 |
| SEAFARER OVERSEAS GROWTH & INCOME | P | 2015-06-09 | 2016-01-12 | $20,494 | $25,182 | -$4,688 | -$4,688 |
| METWEST UNCONSTRAINED BOND FD | P | 2010-01-12 | 2016-01-12 | $37,000 | $37,790 | -$790 | -$790 |
| E I DUPONT DE MEMOURS CO 1.95% | P | 2011-08-03 | 2016-01-15 | $25,000 | $25,000 | ||
| ABBVIE INC | P | 2010-01-26 | 2016-01-26 | $58,109 | $26,898 | $31,211 | $31,211 |
| EXPEDIA INC | P | 2010-01-28 | 2016-01-28 | $88,863 | $66,908 | $21,955 | $21,955 |
| STARBUCKS CORP | P | 2010-01-29 | 2016-01-29 | $6,062 | $4,075 | $1,987 | $1,987 |
| CME GROUP INC | P | 2010-01-29 | 2016-01-29 | $8,964 | $7,710 | $1,254 | $1,254 |
| APPLE INC | P | 2010-01-29 | 2016-01-29 | $14,550 | $4,890 | $9,660 | $9,660 |
| INTERACTIVE CORP | P | 2015-09-01 | 2016-01-29 | $15,534 | $20,769 | -$5,235 | -$5,235 |
| INTERACTIVE CORP | P | 2010-01-29 | 2016-01-29 | $56,957 | $60,937 | -$3,980 | -$3,980 |
| PRUDENTIAL FINANCIAL INC | P | 2010-01-29 | 2016-01-29 | $55,951 | $64,802 | -$8,851 | -$8,851 |
| OAKMARK INTERNATIONAL FUND | P | 2015-09-22 | 2016-02-05 | $8,474 | $10,000 | -$1,526 | -$1,526 |
| OAKMARK INTERNATIONAL FUND | P | 2010-02-05 | 2016-02-05 | $76,512 | $90,782 | -$14,270 | -$14,270 |
| ANHEUSER BUSCH INBEV | P | 2010-04-01 | 2016-04-01 | $46,010 | $32,865 | $13,145 | $13,145 |
| ECOLAB INC | P | 2010-04-01 | 2016-04-01 | $71,477 | $68,614 | $2,863 | $2,863 |
| V F CORP | P | 2010-04-04 | 2016-04-04 | $78,028 | $25,070 | $52,958 | $52,958 |
| FEDERAL HOME LOAN MORTGAGE 5.25% | P | 2006-04-13 | 2016-04-18 | $100,000 | $100,000 | ||
| FEDERAL FARM CREDIT BANK 5.45% | P | 2006-06-20 | 2016-06-20 | $50,000 | $50,000 | ||
| FEDEX CORP | P | 2010-08-23 | 2016-08-23 | $10,109 | $6,097 | $4,012 | $4,012 |
| APPLE INC | P | 2010-09-21 | 2016-09-21 | $19,724 | $20,847 | -$1,123 | -$1,123 |
| ABBOTT LABORATORIES | P | 2010-10-19 | 2016-10-19 | $68,355 | $52,989 | $15,366 | $15,366 |
| PUBLIC STORAGE | P | 2016-01-12 | 2016-10-19 | $59,050 | $68,863 | -$9,813 | -$9,813 |
| GILEAD SCIENCES INC | P | 2010-10-19 | 2016-10-19 | $73,292 | $60,452 | $12,840 | $12,840 |
| LILLY ELI & CO | P | 2016-01-26 | 2016-10-19 | $86,384 | $89,598 | -$3,214 | -$3,214 |
| CLOROX CO DEL | P | 2016-02-04 | 2016-11-10 | $39,432 | $44,033 | -$4,601 | -$4,601 |
| UNILEVER PLC SPONSORED ADR | P | 2010-11-28 | 2016-11-28 | $50,457 | $41,791 | $8,666 | $8,666 |
| DOMINION RESOURCES INC | P | 2010-11-28 | 2016-11-28 | $25,417 | $10,266 | $15,151 | $15,151 |
| NEXTERA ENERGY INC | P | 2010-11-28 | 2016-11-28 | $25,405 | $22,225 | $3,180 | $3,180 |
| SOUTHWEST AIRLINES | P | 2010-12-16 | 2016-12-16 | $56,428 | $35,848 | $20,580 | $20,580 |
| KIMBERLY-CLARK CORP | P | 2010-12-16 | 2016-12-16 | $92,921 | $50,733 | $42,188 | $42,188 |
| NIKE INC | P | 2016-01-29 | 2016-12-16 | $61,079 | $74,515 | -$13,436 | -$13,436 |
| TOUCHSTONE SMALL CAP GROWTH FUND | P | 2015-08-14 | 2016-12-19 | $49,977 | $55,000 | -$5,023 | -$5,023 |
| TORTOISE ENERGY INFRASTRUCTURE | P | 2010-12-21 | 2016-12-21 | $54,483 | $63,552 | -$9,069 | -$9,069 |
| TORTOISE ENERGY INFRASTRUCTURE | P | 2016-08-23 | 2016-12-21 | $21,188 | $22,075 | -$887 | -$887 |
| JOHNSON & JOHNSON | P | 2010-12-21 | 2016-12-21 | $5,772 | $4,999 | $773 | $773 |
| DISNEY WALT CO | P | 2010-12-21 | 2016-12-21 | $42,237 | $15,624 | $26,613 | $26,613 |
| ALLERGAN PLC | P | 2016-04-11 | 2016-12-21 | $97,015 | $113,962 | -$16,947 | -$16,947 |
| GNMA POOL 612970 | P | 2010-12-31 | 2016-12-31 | $581 | $600 | -$19 | -$19 |
| GNMA POOL 603099 | P | 2010-12-31 | 2016-12-31 | $645 | $660 | -$15 | -$15 |
| GNMA POOL 003439 | P | 2010-12-31 | 2016-12-31 | $702 | $718 | -$16 | -$16 |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | $9,383 | $9,383 | $9,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,029 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$66,793 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $307,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,890,142 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04457 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $391,809 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,601,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05935 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $429,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,931,808 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $304,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,367,138 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09058 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $329,092 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,844,131 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11571 | DistributionYr5Rt |
| Total Distribution | 0.419477 | TotalDistributionRt |
| Average Distribution | 0.083895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,688,927 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $561,168 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,748 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $563,916 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $431,690 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,497 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,497 | SubtotalAmt |
| Tax Based On Investment Income | $5,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,697 | 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 | $58,205 |
| 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 | $6,610,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,790,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,790,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,688,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,497 | TotalTaxAmt |
| Distributable Before Adj | $328,949 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $328,949 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $328,949 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $431,690 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $431,690 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $431,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,949 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $187,761 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,331 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $239,387 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,669 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $643,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $431,690 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $328,949 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,741 | RemainingDistriFromCorpusAmt |
| Total Corpus | $745,889 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $187,761 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $558,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,331 | ExcessFromYear4Amt |
| Excess From Year3 | $239,387 | ExcessFromYear3Amt |
| Excess From Year2 | $75,669 | ExcessFromYear2Amt |
| Excess From Current Year | $102,741 | 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 | $213,200 |
| 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 |
| BISHOP WARD HIGH SCHOOL | |||||||
| 708 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | N/A | EDUCATION | $5,000 |
| 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 |
| WILLIAMS EDUCATIONAL FUND-KU | |||||||
| 1651 NAISMITH DRIVE | LAWRENCE | KS | 66045 | NONE | N/A | EDUCATION | $50,000 |
| 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 |
| KCK SCHOOLS FOUNDATION OF EXCELLENC | |||||||
| 2010 NORTH 59TH STREET | KANSAS CITY | KS | 66104 | NONE | N/A | EDUCATION | $11,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,992 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $171,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $330,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,993 | 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 | $4,200 | Amt |
| Net Investment Income | $3,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $420 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHN DEERE CAPITAL CORP 2.800% | $25,043 | $25,290 |
| EI DU PONT DE NEMOURS CO 1.950% | ||
| AFLAC INC 2.65% | $25,296 | $25,038 |
| RIO TINTO FIN USA LTD 9.00% | $29,711 | $28,826 |
| DODGE & COX INCOME FUND | $298,719 | $295,864 |
| METWEST UNCONSTRAINED BOND FUND | $406,993 | $403,709 |
| POWERSHARES SENIOR LOAN PORTFOLIO | $96,151 | $94,772 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | ||
| APPLE INC | $72,431 | $153,461 |
| COSTCO WHOLESALE CORP | $37,701 | $96,066 |
| DISNEY WALT CO | $28,937 | $104,220 |
| TJX COS INC | $15,474 | $75,130 |
| UMB FINANCIAL CORP | $1,693 | $77,120 |
| WELLS FARGO & CO | $52,211 | $82,665 |
| CHEVRON CORP | $77,041 | $105,930 |
| HOME DEPOT INC | $17,115 | $93,856 |
| NEXTERA ENERGY INC | $43,988 | $81,472 |
| VERIZON COMMUNICATIONS | $54,014 | $90,746 |
| JOHNSON & JOHNSON | $70,009 | $97,928 |
| KIMBERLY CLARK CORP | ||
| SPECTRA ENERGY CORP | ||
| UNITEDHEALTH GROUP INC | $46,085 | $128,032 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | ||
| ALLSTATE CORP | ||
| ANHEUSER-BUSCH INBEV NV ADR | ||
| BRISTOL MYERS SQUIBB | $67,812 | $92,043 |
| INTERACTIVE CORP | ||
| JPMORGAN CHASE & CO | $54,038 | $112,177 |
| MASTERCARD INC-CLASS A | $69,745 | $118,737 |
| UNION PACIFIC CORP | $71,919 | $109,901 |
| UNITED PARCEL SERVICE INC CLASS B SHARES | $71,986 | $91,712 |
| PRINCIPAL MIDCAP CLASS I | $90,332 | $135,358 |
| VANGUARD REIT VIPERS ETF | $68,729 | $82,530 |
| ABBVIE INC | ||
| BOEING CO | $74,295 | $97,300 |
| CME GROUP INC | $57,125 | $92,280 |
| CONOCOPHILLIPS | ||
| ECOLAB INC | ||
| GILEAD SCIENCES INC | ||
| HARTFORD FINANCIAL SERVICES GROUP INC | $54,108 | $95,300 |
| LINCOLN NATIONAL CORP | $48,154 | $86,151 |
| PRUDENTIAL FINANCIAL INC | ||
| SCHLUMBERGER LTD | $85,835 | $95,283 |
| STARBUCKS CORP | $55,852 | $94,384 |
| THERMO FISHER SCIENTIFIC INC. | $76,812 | $105,825 |
| OAKMARK INTERNATIONAL FUND CLASS I | ||
| AT&T INC | $41,458 | $59,542 |
| BLACKROCK INC | ||
| CVS HEALTH CORPORATION | $42,551 | $88,774 |
| DOMINION RESOURCES INC | $30,739 | $77,509 |
| DOW CHEMICAL CO | $125,460 | $148,772 |
| EOG RESOURCES INC | $68,685 | $75,825 |
| EXPEDIA INC | ||
| FEDEX CORP | $30,486 | $55,860 |
| MICROSOFT CORP | $81,669 | $118,066 |
| PEPSICO INC | $78,244 | $94,167 |
| PROCTER & GAMBLE CO | $46,190 | $84,080 |
| SOUTHWEST AIRLINES CO | $60,021 | $134,568 |
| TEXAS INSTRUMENTS INC | $80,141 | $127,698 |
| TRAVELERS COMPANIES INC | $33,240 | $100,997 |
| VF CORP | ||
| AMERICAN CENTURY MID CAP VALUE | $97,172 | $105,566 |
| RAINIER INTERNATION DISCOVERY FD | $51,367 | $52,537 |
| UNILEVER PLC | ||
| 3M CORP | ||
| ALPHABET INC | $95,224 | $178,301 |
| FACEBOOK INC A SHARES | $103,641 | $129,431 |
| PFIZER INC | $88,763 | $87,696 |
| IVY INTERNATIONAL CORE EQUITY | $210,165 | $221,278 |
| SEAFARER OVERSEAS GROWTH & INCOME | ||
| TOUCHSTONE SMALL CAP GROWTH FUND | ||
| VICTORY SYCAMORE SMALL CO OPPTY | $91,000 | $93,886 |
| AMAZON COM INC | $103,748 | $131,227 |
| APACHE CORP | $76,854 | $72,990 |
| BB&T CORP | $98,778 | $111,672 |
| EATON CORP PLC SEDOL | $79,829 | $78,831 |
| EXXONMOBIL CORP | $74,406 | $90,260 |
| KRAFT HEINZ CO | $73,171 | $87,320 |
| LOCKHEED MARTIN CORP | $65,369 | $74,982 |
| PAYCHEX INC | $71,670 | $91,320 |
| PRINCIPAL FINANCIAL GROUP | $95,057 | $104,148 |
| PROGRESSIVE CORP OHIO | $101,180 | $117,150 |
| WEYERHAEUSER CO | $83,895 | $78,986 |
| ISHARES S&P SMLCP 600/BARRA GROWTH INDEX | $98,570 | $97,500 |
| FIRST TRUST MLP AND ENERGY I | $100,000 | $100,875 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,315 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,346 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE | Desc |
| BOY Book Value | $3 | BOYBookValueAmt |
| EOY Book Value | $21 | EOYBookValueAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$428 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$428 | NetInvestmentIncomeAmt |