WILLARD J AND MARY G BREIDENTHAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD J AND MARY G BREIDENTHAL FOUNDATION (EIN 48-6103376)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202513039349100216
- Schema version
- 2024v5.0
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T10:39:09-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882904487 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD PROFESSIONAL SERVICES LLC | 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 | 2024-01-01 | 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 | 9133899686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK TRUST 4200 W 115TH ST | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9133899686 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL HOOD CPA | PreparerPersonNm |
| PTIN | P00579236 | PTIN |
| Phone | 9187477000 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,412,328 | 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 | $26,747 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,747 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,350,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,427,282 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,350,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,484,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,484,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,882 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,294 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,588 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $270 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,327 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $93,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $647,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $647,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $740,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $655,118 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $743,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,414,310 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $454,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $424,613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $424,613 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $334,811 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $503,091 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $494,768 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,831,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,219,284 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,800,555 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $508,504 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $720,903 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $689,398 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,948 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,852 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,994 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,132,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,875,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,412,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,016,932 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,016,932 | CapitalStockEOYAmt |
| Retained Earning BOY | $4,115,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,858,811 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,132,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,875,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,132,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,875,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,132,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $743,340 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,875,743 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,875,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UMB BANK SCH ATT SECURITY SALES LT | P | 2022-01-01 | 2024-12-31 | $2,775,680 | $1,624,000 | $1,151,680 | $1,151,680 |
| UMB BANK SCH ATT SECURITY SALES ST | P | 2023-01-01 | 2024-01-23 | $1,501,469 | $1,444,042 | $57,427 | $57,427 |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | $16,220 | $16,220 | $16,220 | |||
| ALPHABET INC | P | 2022-01-01 | 2024-02-28 | $57,593 | $5,889 | $51,704 | $51,704 |
| APPLE | P | 2022-01-01 | 2024-10-25 | $76,320 | $2,681 | $73,639 | $73,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,350,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,659 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,659 | SubtotalAmt |
| Tax Based On Investment Income | $19,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,080 | TotalPaymentsAndCreditsAmt |
| Tax Due | $10,579 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9133899686 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 W 115TH ST SUITE 100 | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| UMB BANK | ||||||||
| 4200 W 115TH ST SUITE 100 | LEAWOOD | KS | 66211 | TRUSTEE | 2.00 | $75,882 | $0 | $0 |
| MCKENZIE BREIDENTHAL | ||||||||
| 8011 NEBRASKA AVE | KANSAS CITY | KS | 66112 | TRUSTEE | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,149,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $459,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,609,323 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,609,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,480,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $424,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $424,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,659 | TotalTaxAmt |
| Distributable Before Adj | $404,350 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $404,350 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $404,350 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $655,118 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $655,118 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $404,350 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $205,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $222,185 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $183,883 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $202,648 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $223,914 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,038,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $655,118 | QualifyingDistributionsAmt |
| Applied To Current Year | $404,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $250,768 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,288,849 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $205,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,083,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $222,185 | ExcessFromYear4Amt |
| Excess From Year3 | $183,883 | ExcessFromYear3Amt |
| Excess From Year2 | $202,648 | ExcessFromYear2Amt |
| Excess From Year1 | $223,914 | ExcessFromYear1Amt |
| Excess From Current Year | $250,768 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLARD J MARY G BREIDENTHAL FD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UMB BANK | AddressLine1Txt |
| Address Line2 | 4200 W 115TH ST SUITE 100 | AddressLine2Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9133899686 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BONNER ANIMAL RESCUE | |||||||||
| PO BOX 332 | BONNER SPRINGS | KS | 66012 | NONE | N/A | ANIMAL RESCUE | $1,000 | ||
| BOYS & GIRLS CLUB | |||||||||
| 4001 BLUE PARKWAY | KANSAS CITY | MO | 64130 | NONE | N/A | EDUCATION | $25,000 | SUITE 102 | |
| FREEDOM'S FRONTIER | |||||||||
| PO BOX 526 | LAWRENCE | KS | 66044 | NONE | N/A | EDUCATION | $1,000 | NATIONAL HERITAGE AREA | |
| FRIENDS OF THE ZOO | |||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | N/A | EDUCATION | $1,000 | ||
| GIRL SCOUTS | |||||||||
| 8383 BLUE PARKWAY DRIVE | KANSAS CITY | MO | 64133 | NONE | N/A | EDUCATION | $500 | ||
| KANSAS CITY KANSAS | |||||||||
| 7250 STATE AVENUE | KANSAS CITY | KS | 66112 | NONE | N/A | EDUCATION | $30,000 | COMMUNITY COLLEGE | |
| KANSAS HISTORICAL SOCIETY | |||||||||
| 6425 SW 6TH AVENUE | TOPEKA | KS | 66615 | NONE | N/A | EDUCATION | $37,500 | ||
| KANSAS CITY PUBLIC TELEVISION | |||||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | NONE | N/A | ARTS | $500 | ||
| KCUR | |||||||||
| 4825 TROOST | KANSAS CITY | MO | 64110 | NONE | N/A | ARTS | $500 | ||
| OKLAHOMA STATE UNVERSITY FOUNDATION | |||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | NONE | N/A | EDUCATION | $25,000 | ||
| POKES FOR A PURPOSE | |||||||||
| 3741 S PEORIA AVENUE | TULSA | OK | 74105 | NONE | N/A | CHARITABLE | $175,000 | ||
| WILLIAMS FUND | |||||||||
| PO BOX 928 | LAWERANCE | KS | 66044 | NONE | N/A | EDUCATION | $50,000 | ||
| KU WILLIAMS EDUCATION FUND | |||||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | NONE | N/A | EDUCATION | $300,000 | ||
| WYANDOTTE COUNTY MUSEUM | |||||||||
| 631 NORTH 126TH STREET | BONNER SPRINGS | KS | 66012 | NONE | N/A | EDUCATION | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $647,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,747 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,350,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,484,214 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,484,214 | 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 | TAX PREP FEES | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC 3.15% | $26,583 | $24,138 |
| AMERICAN ELECTRIC POWER 5.75% | $25,557 | $25,620 |
| AMERICAN EXPRESS CO 5.85% | $25,825 | $25,775 |
| APPLE INC 3.20% | $34,146 | $34,034 |
| BANK OF AMERICA CORP 3.248% | $20,295 | $19,274 |
| BANK OF NEW YORK 3.442% | $23,746 | $24,364 |
| FEDEX CORP 3.25% | $15,381 | $14,740 |
| GENERAL MOTORS 2.9% | $39,069 | $39,856 |
| GOLDMAN SACHS GROUP INC 4.482% | $24,551 | $24,711 |
| HOME DEPOT 4.5% | $14,830 | $14,604 |
| JP MORGAN CHASE & CO 3.782% | $25,713 | $24,470 |
| KEURIG DR PEPPER 3.2% | $32,403 | $32,011 |
| MASCO CORP 3.500% | $25,364 | $24,076 |
| MCDONALDS CORP MTN 2.625% | $32,088 | $31,862 |
| METWEST UNCONSTRAINED BOND FUND | $149,371 | $129,128 |
| MORGAN STANLEY 3.700% | $24,310 | $24,109 |
| OMNICOM GROUP 3.6% | $34,535 | $34,506 |
| PNC FINANCIAL SERVICES GROUP 2.6% | $25,626 | $24,216 |
| REPUBLIC SERVICES INC 3.375% | $26,484 | $24,170 |
| SIMON PROPERTY GROUP LP 3.750% | ||
| SOUTHWEST AIRLINES CO 5.25% | ||
| TRUIST FINANCIAL CORP 5.435% | $35,562 | $35,309 |
| WALMART INC 3.7% | $34,407 | $34,199 |
| WELLS FARGO & CO VARIABLE 3.584% | $25,057 | $24,226 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | ||
| ADOBE SYSTEMS INC | ||
| ALPHABET INC CL A | $52,729 | $272,024 |
| AMAZON COM INC | $121,863 | $412,453 |
| APPLE INC | $145,316 | $629,556 |
| ARISTA NETWORKS | $80,578 | $98,151 |
| AXON ENTERPRISE | $28,886 | $62,998 |
| BAKER HUGHES | $33,697 | $32,119 |
| BANK OF NEW YORK | $65,618 | $66,304 |
| BERKSHIRE HATHAWAY INC | $113,096 | $157,288 |
| BLOCK | $49,223 | $42,495 |
| BOEING CO | ||
| BOOKING HOLDINGS INC | ||
| BOSTON SCIENTIFIC | $30,743 | $32,780 |
| BRISTOL MYERS SQUIBB | $86,908 | $84,953 |
| BROADCOM INC | $48,906 | $130,062 |
| CHEVRON CORP | $68,226 | $85,745 |
| CHIPOTLE MEXICAN GRILL INC | ||
| CHUBB | $54,409 | $59,681 |
| CINTAS CORP | $41,594 | $64,128 |
| CITIGROUP | $29,524 | $32,802 |
| COPART | $29,931 | $32,196 |
| COSTCO WHOLESALE CORP | $7,771 | $125,529 |
| DANAHER CORP DEL | $13,807 | $41,549 |
| DECKER OUTDOOR CORP | $32,928 | $38,993 |
| DEERE & CO | ||
| EATON | $64,672 | $63,719 |
| ECOLAB INC | $30,815 | $28,821 |
| ELI LILLY & CO | $53,271 | $144,364 |
| EMERSON ELECTRIC CO | $51,397 | $67,170 |
| FIDELITY MIDCAP INDEX FUND | $94,863 | $93,424 |
| FORTINET | $32,014 | $36,753 |
| HARTFORD FINANCIAL SER | $31,860 | $29,976 |
| HOME DEPOT INC | $48,156 | $103,471 |
| INTUIT | ||
| INTUITIVE SURGICAL INC | $47,043 | $80,382 |
| ISHARES S&P SMLCP 600 GROWTH ETF | $135,384 | $216,051 |
| JPMORGAN CHASE & CO | $20,130 | $140,710 |
| KINDER MORGAN | $34,178 | $34,743 |
| KKR & CO | $59,445 | $73,363 |
| LPL FINANCIAL HOLDINGS | $48,806 | $48,650 |
| MARRIOTT INTERNATIONAL INC | ||
| MASTERCARD INC | $31,999 | $113,213 |
| MCKESSON CORP | ||
| META PLATFORMS INC | $141,398 | $266,993 |
| MFS INTERNATIONAL EQUITY FUND | $100,380 | $105,089 |
| MICROSOFT CORP | $60,575 | $345,209 |
| MORGAN STANLEY CO | $37,976 | $73,546 |
| NETFLIX INC | $32,597 | $92,697 |
| NEXTERA ENERGY INC | $37,727 | $78,572 |
| NUANCE MID CAP VALUE | ||
| NUCOR CORP | ||
| NVIDIA CORP | $58,286 | $430,265 |
| O'REILLY AUTOMOTIVE | $38,393 | $71,148 |
| ON SEMICONDUCTOR CORP | ||
| ORACLE | $64,592 | $64,323 |
| PALANTIR TECHNOLOGIES | $34,516 | $111,479 |
| PALO ALTO NETWORKS INC | ||
| PARKER HANNIFIN CORP | $68,021 | $115,758 |
| PAYPAL HOLDINGS | $31,727 | $34,140 |
| PENTAIR PLC | ||
| PEPSICO INC | ||
| PRINCIPAL MIDCAP FUND | $110,239 | $224,236 |
| PROCTER & GAMBLE | $56,524 | $54,486 |
| QUANTA SERVICES INC | $22,790 | $81,857 |
| QUEST DIAGNOSTIC | $35,746 | $34,245 |
| RAINIER INTERNATIONAL DISCOVERY FUND | $32,149 | $49,568 |
| RAYMOND JAMES | $66,639 | $64,617 |
| SALESFORCE INC | $51,440 | $80,908 |
| SCHLUMBERGER NV | ||
| SEI INVESTMENTS | $34,502 | $34,229 |
| SERVICENOW INC | $40,558 | $98,591 |
| SHERWIN-WILLIAMS CO | $39,310 | $37,392 |
| STRYKER | $42,199 | $43,566 |
| SYNOPSYS INC | ||
| TESLA INC | $132,166 | $199,497 |
| TEXAS PACIFIC CORP | $34,124 | $33,179 |
| THERMO FISHER SCIENTIFIC INC | $7,862 | $43,699 |
| TJX COS INC | $48,662 | $62,700 |
| TRANE TECHNOLOGIES | $62,566 | $69,438 |
| TRUIST FINANCIAL | $69,643 | $64,549 |
| UMB FINANCIAL CORP | $847 | $56,430 |
| UNITEDHEALTH GROUP INC | $69,485 | $60,703 |
| VANGUARD DEVELOPED MARKETS INDEX | $140,959 | $140,935 |
| VANGUARD REAL ESTATE ETF | $49,089 | $71,264 |
| VERTEX PHARMACEUTICALS INC | ||
| VICTORY SYCAMORE SMALL CO OPPTY | $99,267 | $107,326 |
| VISA INC | $83,451 | $148,539 |
| WALMART INC | $84,720 | $138,868 |
| WASTE MANAGEMMENT | $30,791 | $29,865 |
| WELLS FARGO | $29,355 | $36,174 |
| WELTOWER | $79,973 | $101,454 |
| WW GRAINGER INC | $38,254 | $66,405 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $503,091 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $494,768 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INCOME RECEIVABLE | $2,769 | $7,600 | $2,994 |
| ACCRUED INTEREST PURCHASED | $179 | $252 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSE | $13 | $13 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2023 990PF BALANCE DUE | $6,772 | |
| 2024 990PF ESTIMATES | $9,080 | |
| FOREIGN TAX WITHHELD ON DIVIDEND | $1,327 | $1,327 |