WILLARD J AND MARY G BREIDENTHAL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD J AND MARY G BREIDENTHAL FOUNDATION (EIN 48-6103376)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201641349349101474
- Schema version
- 2015v2.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T09:43:57-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-13 | 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 | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,713,248 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,490 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,064,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,149 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$520 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$520 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $205,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,909 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,298 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,168 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,130 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,228 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $77,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $378,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,013 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $161,859 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $154,358 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $156,934 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,887,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,975,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,569,726 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,192,727 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $945,067 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $922,575 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $3 | OtherAssetsEOYAmt |
| Total Assets BOY | $5,312,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,139,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,713,248 | 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 | $4,295,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,122,090 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,312,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,139,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,312,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,139,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,312,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,347 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,139,022 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,139,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE & CO 3.7% | P | 2009-09-23 | 2015-01-20 | $25,000 | $25,000 | ||
| 280 CALIFORNIA RESOURCES CORP | P | 2015-02-20 | $2,052 | $2,277 | -$225 | -$225 | |
| 113 HALYARD HEALTH INC | P | 2015-03-02 | $5,278 | $2,499 | $2,779 | $2,779 | |
| 1000 ROCHE HOLDING LTD-ADR | P | 2015-03-10 | $32,297 | $19,453 | $12,844 | $12,844 | |
| 850 QUALCOMM INC | P | 2015-03-11 | $60,575 | $35,579 | $24,996 | $24,996 | |
| 2122.241 SCOUT UNCONSTRAINED BOND FUND | P | 2015-03-31 | $23,578 | $24,958 | -$1,380 | -$1,380 | |
| 900 CONTINENTAL RESOURCES INC | P | 2015-06-01 | $39,889 | $35,652 | $4,237 | $4,237 | |
| 721.949 OPPENHEIMER DEVELOPING MKTS | P | 2015-06-09 | $25,008 | $25,925 | -$917 | -$917 | |
| 110 KIMBERLY-CLARK CORP | P | 2015-08-07 | $12,817 | $7,348 | $5,469 | $5,469 | |
| 2500 GENERAL ELECTRIC CO | P | 2015-08-07 | $64,263 | $60,874 | $3,389 | $3,389 | |
| AT&T INC NOTE 2.50% | P | 2010-10-27 | 2015-08-15 | $17,000 | $17,000 | ||
| 5137.908 WALTHAUSEN SMALL CAP VALUE FUND | P | 2015-08-14 | $107,382 | $87,995 | $19,387 | $19,387 | |
| 950 KLA-TENCOR CORP | P | 2015-09-01 | $46,241 | $60,398 | -$14,157 | -$14,157 | |
| 700 NATIONAL OILWELL VARCO INC | P | 2015-09-01 | $29,379 | $32,845 | -$3,466 | -$3,466 | |
| 1300 DU PONT CALL OPTION | P | 2015-09-21 | $62,576 | $64,261 | -$1,685 | -$1,685 | |
| 2825.497 DODGE & COX INTERNATIONAL STOCK FUND | P | 2015-09-21 | $108,499 | $125,000 | -$16,501 | -$16,501 | |
| COLGATE-PALMOLIVE COMPANY 1.375% | P | 2010-11-09 | 2015-11-01 | $50,000 | $50,000 | ||
| COCA COLA CO 1.50% | P | 2010-11-04 | 2015-11-15 | $25,000 | $25,000 | ||
| PROCTER & GAMBLE CO 1.80% | P | 2010-11-16 | 2015-11-15 | $25,000 | $25,000 | ||
| 700 OCCIDENTAL PETROLEUM | P | 2015-11-30 | $53,269 | $63,053 | -$9,784 | -$9,784 | |
| 1250 FIRST TRUST ENERGY INC & GRWTH FD | P | 2015-11-30 | $28,774 | $41,617 | -$12,843 | -$12,843 | |
| 7473.843 GOTHAM ABSOLUTE RETURN FUND | P | 2015-11-30 | $95,964 | $100,000 | -$4,036 | -$4,036 | |
| GNMA POOL 612970 PRIN PMTS | P | $742 | $766 | -$24 | -$24 | ||
| GNMA POOL 603099 PRIN PMTS | P | $689 | $705 | -$16 | -$16 | ||
| GNMA POOL 003439 PRIN PMTS | P | $1,281 | $1,310 | -$29 | -$29 | ||
| GNMA 5.36% PRIN PAYMENTS | P | $2,018 | $1,987 | $31 | $31 | ||
| GNMA 5.36% | P | 2015-07-16 | $2,124 | $2,551 | -$427 | -$427 | |
| 260 CHEMOURS CO | P | 2015-07-17 | $3,377 | $3,288 | $89 | $89 | |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | $21,185 | $21,185 | $21,185 | |||
| 700 ROCHE HOLDING LTD-ADR | P | 2015-03-10 | $22,608 | $25,354 | -$2,746 | -$2,746 | |
| 6382.979 SCOUT UNCONSTRAINED BOND FUND | P | 2015-03-31 | $70,915 | $74,936 | -$4,021 | -$4,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,149 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,992 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $391,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,601,965 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05935 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $429,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,931,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10927 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $304,996 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,367,138 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $329,092 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,844,131 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $311,977 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,025,980 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10310 | DistributionYr5Rt |
| Total Distribution | 0.478009 | TotalDistributionRt |
| Average Distribution | 0.095602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,890,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $658,711 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,385 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $660,096 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $307,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,769 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,769 | SubtotalAmt |
| Tax Based On Investment Income | $2,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,470 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,470 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $7,682 | OverpaymentAmt |
| Applied To ES Tax | $2,800 | AppliedToESTaxAmt |
| Refund | $4,882 | RefundAmt |
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 | $51,298 |
| 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 | $6,869,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,995,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,995,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,890,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $344,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $344,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,769 | TotalTaxAmt |
| Distributable Before Adj | $341,738 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $341,738 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $341,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $307,075 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $307,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $341,738 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $162,166 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,761 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,331 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $239,387 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $805,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,075 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $307,075 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $34,663 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,663 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $770,651 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $127,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $643,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $187,761 | ExcessFromYear4Amt |
| Excess From Year3 | $140,331 | ExcessFromYear3Amt |
| Excess From Year2 | $239,387 | ExcessFromYear2Amt |
| Excess From Year1 | $75,669 | ExcessFromYear1Amt |
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 (22 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 |
| TRINITY COMMUNITY CHURCH | |||||||
| 5010 PARALLEL PARKWAY | KANSAS CITY | KS | 66104 | NONE | N/A | RELIGIOUS | $5,000 |
| EMPORIA STATE UNIVERSITY FOUNDATION | |||||||
| 1200 COMMERCIAL STREET | EMPORIA | KS | 66801 | NONE | N/A | EDUCATION | $67,720 |
| FRIENDS OF THE ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | N/A | EDUCATION | $2,000 |
| KANSAS CITY PUBLIC TELEVISION | |||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | NONE | N/A | ARTS | $1,500 |
| BISHOP WARD HIGH SCHOOL | |||||||
| 708 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | N/A | EDUCATION | $1,500 |
| KCUR | |||||||
| 4825 TROOST | KANSAS CITY | MO | 64110 | NONE | N/A | ARTS | $2,000 |
| 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 | $1,500 |
| WAYSIDE WAIFS | |||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | NONE | N/A | ANIMAL RESCUE | $1,500 |
| KANSAS CITY KS CHAMBER OF COMMERCE | |||||||
| 727 MINNESOTA AVENUE | KANSAS CITY | KS | 66117 | NONE | N/A | COMMUNITY ECONOMIC DEVELOPMENT | $1,500 |
| BONNER ANIMAL RESCUE | |||||||
| PO BOX 332 | BONNER SPRINGS | KS | 66012 | NONE | N/A | EDUCATION | $1,500 |
| BOYS GIRLS CLUBS-GREATER KANSAS CIT | |||||||
| 6301 ROCKHILL ROAD SUITE 303 | KANSAS CITY | MO | 64131 | NONE | N/A | EDUCATION | $1,500 |
| KANSAS STATE HISTORICAL SOCIETY | |||||||
| 6425 SW 6TH AVENUE | TOPEKA | KS | 66615 | NONE | N/A | EDUCATION | $1,000 |
| BETHEL NEIGHBORHOOD CENTER | |||||||
| 14 S 7TH STREET TRAFFICWAY | KANSAS CITY | KS | 66101 | NONE | N/A | CHARITABLE | $10,000 |
| 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 |
| CATHOLIC CHARITIES OF NORTHEAST KAN | |||||||
| 9720 WEST 87TH STREET | OVERLAND PARK | KS | 66212 | NONE | N/A | SOCIAL SERVICES | $1,500 |
| GIRL SCOUTS OF NORTHEAST KANSAS | |||||||
| 8383 BLUE PARKWAY DRIVE | KANSAS CITY | MO | 64133 | NONE | N/A | EDUCATION | $1,500 |
| KC KS SCHOOL FOUNDATION FOR EXCELLE | |||||||
| 2010 NORTH 59TH STREET | KANSAS CITY | KS | 66104 | NONE | N/A | EDUCATION | $11,750 |
| BLACK ARCHIVES OF MID-AMERICA | |||||||
| 1722 EAST 17TH TERRACE | KANSAS CITY | MO | 64106 | NONE | N/A | EDUCATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,470 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,263 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $188,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,909 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BREIDENTHAL CHARTBL RMNDR UNITRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 COLLEGE BLVD SUITE 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 662111503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,490 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | O'FLYNN & BIHUNIAK CHARTERED | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $4,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE & CO, 3.70% | ||
| AT & T INC 2.500% | ||
| COCA COLA CO 1.500% | ||
| COLGATE-PALMOLIVE CO, 1.375% | ||
| JOHN DEERE CAPITAL CORP 2.800% | $25,104 | $25,554 |
| PROCTER & GAMBLE CO 1.800% | ||
| EI DU PONT DE NEMOURS CO 1.950% | $25,003 | $25,008 |
| AFLAC INC 2.65% | $25,348 | $25,329 |
| RIO TINTO FIN USA LTD 9.00% | $29,959 | $29,185 |
| SCOUT UNCONSTRAINED BOND FUND CLASS I | ||
| DODGE & COX INCOME FUND | $298,719 | $289,332 |
| METWEST UNCONSTRAINED BOND FUND | $444,783 | $437,290 |
| POWERSHARES SENIOR LOAN PORTFOLIO | $96,151 | $90,877 |
| GOTHAM ABSOLUTE RETURN FUND |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $52,989 | $76,347 |
| APPLE INC | $69,571 | $142,101 |
| COSTCO WHOLESALE CORP | $37,701 | $96,900 |
| DISNEY WALT CO | $44,561 | $147,112 |
| TJX COS INC | $15,474 | $70,910 |
| UMB FINANCIAL CORP | $1,693 | $46,550 |
| WELLS FARGO & CO | $52,211 | $81,540 |
| CHEVRON CORP | $53,419 | $62,972 |
| HOME DEPOT INC | $17,115 | $92,575 |
| QUALCOMM INC | ||
| NEXTERA ENERGY INC | $66,213 | $93,501 |
| VERIZON COMMUNICATIONS | $54,014 | $78,574 |
| DU PONT E I DE NEMOURS & CO | ||
| JOHNSON & JOHNSON | $75,008 | $92,448 |
| KIMBERLY CLARK CORP | $50,733 | $101,840 |
| ROCHE HOLDING LTD ADR | ||
| SPECTRA ENERGY CORP | $45,920 | $33,516 |
| UNITEDHEALTH GROUP INC | $46,085 | $94,112 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | $63,552 | $50,076 |
| ALLSTATE CORP | $45,747 | $74,508 |
| ANHEUSER-BUSCH INBEV NV ADR | $32,865 | $46,875 |
| BRISTOL MYERS SQUIBB | $50,169 | $87,707 |
| GENERAL ELECTRIC CO | ||
| INTERACTIVE CORP | $81,706 | $84,070 |
| JPMORGAN CHASE & CO | $54,038 | $85,839 |
| MASTERCARD INC-CLASS A | $69,745 | $111,964 |
| UNION PACIFIC CORP | $71,919 | $82,892 |
| UNITED PARCEL SERVICE INC CLASS B SHARES | $54,502 | $62,550 |
| PRINCIPAL MIDCAP CLASS I | $90,332 | $125,788 |
| VANGUARD REIT VIPERS ETF | $68,729 | $79,730 |
| WALTHAUSEN SMALL CAP VALUE FUND | ||
| ABBVIE INC | $26,898 | $59,240 |
| BOEING CO | $70,356 | $86,754 |
| CME GROUP INC | $64,835 | $81,540 |
| CONOCOPHILLIPS | $83,061 | $56,028 |
| CONTINENTAL RESOURCES INC | ||
| ECOLAB INC | $68,614 | $74,347 |
| GILEAD SCIENCES INC | $60,452 | $101,190 |
| GOOGLE INC CLASS A | ||
| HARTFORD FINANCIAL SERVICES GROUP INC | $54,108 | $86,920 |
| KLA-TENCOR CORP | ||
| LINCOLN NATIONAL CORP | $48,154 | $65,338 |
| OCCIDENTAL PETROLEUM CORP | ||
| PRUDENTIAL FINANCIAL INC | $64,802 | $65,128 |
| SCHLUMBERGER LTD | $56,015 | $54,754 |
| STARBUCKS CORP | $59,927 | $108,054 |
| THERMO FISHER SCIENTIFIC INC. | $76,812 | $106,388 |
| OAKMARK INTERNATIONAL FUND CLASS I | $100,782 | $95,592 |
| OPPENHEIMER DEVELOPING MKTS CL Y | ||
| AT&T INC | $41,458 | $48,174 |
| BLACKROCK INC | $91,254 | $93,643 |
| CALIFORNIA RESOURCES CORP | ||
| CVS HEALTH CORPORATION | $42,551 | $109,991 |
| DOMINION RESOURCES INC | $41,005 | $91,314 |
| DOW CHEMICAL CO | $125,460 | $133,848 |
| EOG RESOURCES INC | $68,685 | $53,093 |
| EXPEDIA INC | $66,908 | $111,870 |
| FEDEX CORP | $36,583 | $53,636 |
| HALYARD HEALTH INC | ||
| MICROSOFT CORP | $81,669 | $105,412 |
| NATIONAL OILWELL VARCO INC | ||
| PEPSICO INC | $78,244 | $89,928 |
| PROCTER & GAMBLE CO | $69,285 | $119,115 |
| SOUTHWEST AIRLINES CO | $95,869 | $164,704 |
| TEXAS INSTRUMENTS INC | $80,141 | $95,918 |
| TRAVELERS COMPANIES INC | $33,240 | $93,110 |
| VF CORP | $25,070 | $75,945 |
| AMERICAN CENTURY MID CAP VALUE | $97,172 | $89,452 |
| DODGE & COX INTERNATIONAL STOCK FUND | ||
| RAINIER INTERNATION DISCOVERY FD | $51,367 | $56,218 |
| FIRST TRUST ENERGY INCOME AND GROWTH | ||
| UNILEVER PLC | $41,791 | $55,194 |
| 3M CORP | $74,510 | $75,320 |
| ALPHABET INC | $95,224 | $175,052 |
| FACEBOOK INC A SHARES | $103,641 | $117,742 |
| PFIZER INC | $73,445 | $71,016 |
| IVY INTERNATIONAL CORE EQUITY | $125,000 | $125,825 |
| SEAFARER OVERSEAS GROWTH & INCOME | $25,182 | $21,797 |
| TOUCHSTONE SMALL CAP GROWTH FUND | $55,000 | $49,977 |
| VICTORY SYCAMORE SMALL CO OPPTY | $55,000 | $48,162 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $154,358 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $156,934 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE | Desc |
| EOY Book Value | $3 | 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 | -$520 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$520 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2014 990PF BALANCE DUE | $10,758 |
| 2015 990PF ESTIMATES | $10,470 |