WILLARD J AND MARY G BREIDENTHAL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILLARD J AND MARY G BREIDENTHAL FOUNDATION (EIN 48-6103376)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349100844
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T09:04:21-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFlynn & Bihuniak Chartered | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 Somerset Drive Ste 137 | AddressLine1 |
| City | Prairie Village | City |
| State | KS | State |
| ZIP Code | 66208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486103376 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARD J & MARY G BREIDENTHAL | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 9136482800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UMB BANK PO BOX 419226 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 64141 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMIE WEEMS | Name |
| Title | TRUST ADVISOR | Title |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM D O'FLYNN | Name |
| Phone | 9136486828 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3370228 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 220482 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 130 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 130 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 76839 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 76839 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -25511 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 815680 | GrossSalesPrice |
| Other Income Rev And Expnss | -991 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -991 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 270949 | TotalRevenueAndExpenses |
| Total Net Investment Income | 75978 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2475 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 275 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 33046 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 29741 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 3305 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 35796 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 32216 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3580 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 325950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 325950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 361746 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 32216 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 329530 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -90797 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 43762 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 17628 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 21049 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 21049 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 602375 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 470816 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 516698 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1858551 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1823235 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2298604 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 444072 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 469050 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 485523 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 675 | OtherAssetsBOY |
| Other Assets EOY | 48354 | OtherAssetsEOY |
| Other Assets EOYFMV | 48354 | OtherAssetsEOYFMV |
| Total Assets BOY | 2923301 | TotalAssetsBOY |
| Total Assets EOY | 2832504 | TotalAssetsEOY |
| Total Assets EOYFMV | 3370228 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1016932 | CapitalStockBOY |
| Capital Stock EOY | 1016932 | CapitalStockEOY |
| Retained Earnings BOY | 1906369 | RetainedEarningsBOY |
| Retained Earnings EOY | 1815572 | RetainedEarningsEOY |
| Total Net Assets BOY | 2923301 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2832504 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2923301 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2832504 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2923301 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -90797 | ExcessOfRevenueOverExpenses |
| Subtotal | 2832504 | Subtotal |
| Total Net Assets Fund Balances EOY | 2832504 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2011-12-31 | 2011-12-31 | 3518 | 3518 | 3518 | |
| SHORT TERM CAPITAL GAIN DISTRIBUTIONS | P | 2011-12-31 | 2011-12-31 | 3741 | 3741 | 3741 | |
| MORGAN STANLEY CO | P | 2011-12-31 | 2011-12-28 | 13048 | -5242 | -5242 | 18290 |
| MOSAIC COMPANY | P | 2011-12-31 | 2011-12-28 | 35274 | -16978 | -16978 | 52252 |
| BECTON DICKINSON & CO | P | 2011-12-31 | 2011-12-13 | 33866 | -4679 | -4679 | 38545 |
| SCOUT MID CAP FUND | P | 2011-12-31 | 2011-11-30 | 26217 | 6617 | 6617 | 19600 |
| BARON SMALL CAPITALIZATION FUND | P | 2011-12-31 | 2011-11-30 | 53259 | 8259 | 8259 | 45000 |
| PEABODY ENERGY CORP | P | 2011-12-31 | 2011-11-29 | 24116 | -4092 | -4092 | 28208 |
| DANAHER CORP | P | 2011-12-31 | 2011-11-22 | 47034 | 12208 | 12208 | 34826 |
| RAYTHEON CO | P | 2011-12-31 | 2011-11-17 | 38132 | -8950 | -8950 | 47082 |
| NORTHERN TRUST CO | P | 2011-12-31 | 2011-11-16 | 20768 | -14129 | -14129 | 34897 |
| GILEAD SCIENCES INC | P | 2011-12-31 | 2011-11-15 | 40729 | 688 | 688 | 40041 |
| PRAXAIR INC | P | 2011-12-31 | 2011-11-10 | 29750 | 7168 | 7168 | 22582 |
| FEDERAL NATIONAL MORTGAGE ASSN 1.625% | P | 2011-12-31 | 2011-11-09 | 50000 | 50000 | ||
| COVANCE INC | P | 2011-12-31 | 2011-11-03 | 14636 | 1861 | 1861 | 12775 |
| SCOUT INTERNATIONAL FUND | P | 2011-12-31 | 2011-10-31 | 10405 | -1262 | -1262 | 11667 |
| FEDERAL HOME LOAN BANK .75% | P | 2011-12-31 | 2011-07-28 | 25000 | 8 | 8 | 24992 |
| SCOUT INTERNATIONAL FUND | P | 2011-12-31 | 2011-08-26 | 12025 | -1701 | -1701 | 13726 |
| DODGE & COX INTERNATIONAL STOCK FUND | P | 2011-12-31 | 2011-08-26 | 5584 | -2724 | -2724 | 8308 |
| DIAMOND HILL FUNDS | P | 2011-12-31 | 2011-08-18 | 45874 | 874 | 874 | 45000 |
| ILLINOIS TOOL WORKS | P | 2011-12-31 | 2011-08-15 | 35232 | -2039 | -2039 | 37271 |
| GOLDMAN SACHS GROUP INC | P | 2011-12-31 | 2011-08-09 | 29152 | -7612 | -7612 | 36764 |
| FEDERAL HOME LOAN BANK 5.250% | P | 2011-12-31 | 2011-06-10 | 50000 | 50000 | ||
| CISCO SYSTEMS INC | P | 2011-12-31 | 2011-06-09 | 22851 | -3054 | -3054 | 25905 |
| HEWLETT PACKARD CO 2.250% | P | 2011-12-31 | 2011-05-27 | 25000 | 25000 | ||
| EXELON CORP | P | 2011-12-31 | 2011-04-14 | 17492 | -4823 | -4823 | 22315 |
| CISCO SYSTEMS INC | P | 2011-12-31 | 2011-03-25 | 8792 | -2374 | -2374 | 11166 |
| PEABODY ENERGY CORP | P | 2011-12-31 | 2011-03-10 | 6194 | 1730 | 1730 | 4464 |
| NATIONAL OILWELL VARCO INC | P | 2011-12-31 | 2011-03-10 | 9275 | 3752 | 3752 | 5523 |
| SCHLUMBERGER LTD | P | 2011-12-31 | 2011-03-10 | 7205 | 557 | 557 | 6648 |
| CHEVRON CORPORATION | P | 2011-12-31 | 2011-03-10 | 9874 | 2971 | 2971 | 6903 |
| EXXON MOBIL CORP | P | 2011-12-31 | 2011-03-10 | 5297 | 360 | 360 | 4937 |
| FEDERAL HOME LOAN BANK 4.00% | P | 2011-12-31 | 2011-02-15 | 50000 | 50000 | ||
| GNMA POOL 003439 | P | 2011-12-31 | 2011-12-31 | 2731 | -61 | -61 | 2792 |
| GNMA POOL 603099 | P | 2011-12-31 | 2011-12-31 | 1531 | -36 | -36 | 1567 |
| GNMA POOL 612970 | P | 2011-12-31 | 2011-12-31 | 2078 | -67 | -67 | 2145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -25511 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -25511 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 311977 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3025980 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.10310 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 316637 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2707900 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.11693 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 373429 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3412079 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.10944 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 381243 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3720734 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.10246 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 334165 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3419851 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.09771 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.52965 | TotalDistributionRatio |
| Average Distribution Ratio | 0.10593 | AverageDistributionRatio |
| Net Noncharitable Assets | 2844131 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 301279 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 438 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 301717 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 329530 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 438 | InvestmentIncomeExciseTax |
| Subtotal | 438 | Subtotal |
| Tax Based On Investment Income | 438 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 756 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 756 | TotalCreditsAndPayments |
| Overpayment | 318 | Overpayment |
| Amount Credited To Next Year | 318 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK TRUST DIVISION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9136482800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419226 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 641416226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MCKENZIE BREIDENTHAL | ||||||
| 2324 NORTH 88TH DRIVE | KANSAS CITY | KS | 66109 | Trustee | 1.00 | 0 |
| UMB BANK | ||||||
| PO BOX 419226 | KANSAS CITY | MO | 641416226 | Trustee | 2.00 | 0 |
| GEORGE G BREIDENTHAL | ||||||
| 2324 NORTH 88TH DRIVE | KANSAS CITY | KS | 66109 | Trustee | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2751071 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 136372 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2887443 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2887443 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43312 | CashDeemedCharitable |
| Net Noncharitable Assets | 2844131 | NetNoncharitableAssets |
| Minimum Investment Return | 142207 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 142207 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 438 | TaxBasedOnInvestmentIncome |
| Total Tax | 438 | TotalTax |
| Distributable Amount Before Adj | 141769 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 141769 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 141769 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 329530 | ExpensesAndContributions |
| Qualifying Distributions | 329530 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 438 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 329092 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 141769 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 170136 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 198406 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 204117 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 182090 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 162166 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 916915 | TotalExcessDistriCarryover |
| Qualifying Distributions | 329530 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 141769 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 187761 | RemainingDistriFromCorpus |
| Total Corpus | 1104676 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 170136 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 934540 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 198406 | ExcessFromYear4 |
| Excess From Year3 | 204117 | ExcessFromYear3 |
| Excess From Year2 | 182090 | ExcessFromYear2 |
| Excess From Year1 | 162166 | ExcessFromYear1 |
| Excess From Current Year | 187761 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | WILLARD J MARY G BREIDENTHAL FDN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419226 | AddressLine1 |
| City | KANSAS CITY | City |
| State | MO | State |
| ZIP Code | 641416226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9136482800 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUESTS INCLUDING DESCRIPTION OF CHARITABLE FUNCTION AND OTHER SUPPORTING DOCUMENTATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NOVEMBER 1 OF EACH YEAR | SubmissionDeadlines |
| Restrictions On Awards | NONE. HOWEVER, GRANTS ARE PREDOMINANTLY TO ORGANIZATIONS IN THE GREATER KANSAS CITY AREA. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| KANSAS CITY KS CHAMBER OF COMMERCE | |||||||
| 727 MINNESOTA AVENUE | KANSAS CITY | KS | 66117 | NONE | N/A | COMMUNITY ECONOMIC DEVELOPMENT | $52,500 |
| WAYSIDE WAIFS | |||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | NONE | N/A | ANIMAL RESCUE | $100 |
| VERNON MULTI-PURPOSE CENTER | |||||||
| 2912 LONGWOOD | KANSAS CITY | KS | 66104 | NONE | N/A | SENIOR CITIZEN AID | $100 |
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | N/A | ANIMAL RESCUE | $250 |
| KANSAS CITY KANSAS PTA COUNCIL | |||||||
| 2010 NORTH 59TH STREET | KANSAS CITY | KS | 66104 | NONE | N/A | EDUCATION | $250 |
| ALCOTTS ARTS CENTER | |||||||
| 180 SOUTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | N/A | ARTS | $1,000 |
| KANSAS CITY KANSAS ARGENTINE LIBRAR | |||||||
| 2800 METROPOLITAN AVENUE | KANSAS CITY | KS | 66106 | NONE | N/A | EDUCATION | $10,000 |
| HEART OF AMERICA BOY SCOUTS | |||||||
| 10210 HOLMES ROAD | KANSAS CITY | MO | 64131 | NONE | N/A | EDUCATION | $1,500 |
| DONNELLY COLLEGE SCHOLARSHIP DINNER | |||||||
| 608 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | N/A | EDUCATION | $1,250 |
| KANSAS STATE UNIVERSITY ATHLETICS | |||||||
| 1800 COLLEGE AVENUE | MANHATTAN | KS | 66502 | NONE | N/A | EDUCATION | $50,000 |
| WYANDOTTE COUNTY MUSEUM | |||||||
| 631 NORTH 126TH STREET | BONNER SPRINGS | KS | 66012 | NONE | N/A | EDUCATION | $500 |
| EMPORIA STATE UNIVERSITY ATHLETICS | |||||||
| 1200 COMMERCIAL STREET | EMPORIA | KS | 66801 | NONE | N/A | EDUCATION | $10,000 |
| FREEDOM'S FRONTIER NATL HERITAGE AR | |||||||
| PO BOX 526 | LAWRENCE | KS | 66044 | NONE | N/A | EDUCATION | $1,000 |
| YMCA | |||||||
| 900 NORTH 8TH STREET | KANSAS CITY | KS | 66101 | NONE | N/A | CHARITABLE | $1,000 |
| KCUR | |||||||
| 4825 TROOST | KANSAS CITY | MO | 64110 | NONE | NO | ARTS | $2,000 |
| BISHOP WARD HIGH SCHOOL | |||||||
| 708 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | N/A | EDUCATION | $11,000 |
| KANSAS CITY PUBLIC TELEVISION | |||||||
| 125 EAST 31ST STREET | KANSAS CITY | MO | 64108 | NONE | N/A | ARTS | $1,500 |
| FRIENDS OF THE ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | KS | 64132 | NONE | N/A | EDUCATION | $1,500 |
| SANTA FE TRAIL GIRL SCOUTS | |||||||
| 7620 STATE AVENUE | KANSAS CITY | KS | 66112 | NONE | NO | EDUCATION | $1,500 |
| KANSAS STATE UNIVERSITY | |||||||
| 918 NORTH MANHATTAN AVENUE | MANHATTAN | KS | 66502 | NONE | N/A | EDUCATION | $60,000 |
| EMPORIA STATE UNIVERSITY WOMEN'S BS | |||||||
| 1200 COMMERCIAL STREET | EMPORIA | KS | 66801 | NONE | N/A | EDUCATION | $50,000 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 5010 PARALLEL PARKWAY | KANSAS CITY | KS | 66104 | NONE | N/A | RELIGIOUS | $54,000 |
| DONNELLY COLLEGE | |||||||
| 608 NORTH 18TH STREET | KANSAS CITY | KS | 66102 | NONE | N/A | EDUCATION | $10,000 |
| KU WILLIAMS ED FD BLDG ON EXCELLENC | |||||||
| 1651 NAISMITH DRIVE | LAWRENCE | KS | 66045 | NONE | N/A | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 325950 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $130 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $76,839 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $991 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$25,511 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,467 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 50467 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | BREIDENTHAL CHARITABLE LEAD TR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 COLLEGE BLVD SUITE 100 | AddressLine1 |
| City | OVERLAND PARK | City |
| State | KS | State |
| ZIP Code | 662111503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 220482 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | O'FLYNN & BIHUNIAK CHARTERED | Category |
| Amount | $2,750 | Amount |
| Net Investment Income | 2475 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 275 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (16 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TEXAS INSTRUMENTS INC 1.375% | 25291 | 25311 |
| EI DU PONT DE NEMOURS CO 1.950% | 25343 | 25688 |
| ISHARES IBOXX $ INVESTMENT GRADE CORP BD | 42351 | 45504 |
| US BANCORP MTNS 1.125% | 25006 | 25047 |
| SHELL INTERNATIONAL FIN 1.875% | 25293 | 25465 |
| PROCTER & GAMBLE CO 1.800% | 24898 | 25816 |
| JOHN DEERE CAPITAL CORP 2.800% | 25346 | 26228 |
| GEORGIA POWER COMPANY 1.300% | 25141 | 25231 |
| COLGATE-PALMOLIVE CO, 1.375% | 49755 | 50536 |
| COCA COLA CO 1.500% | 24956 | 25341 |
| AT & T INC 2.500% | 25428 | 25887 |
| WELLS FARGO & CO MTN, 3.75% | 24991 | 26393 |
| WAL MART STORES INC, 3.00% | 25185 | 26328 |
| JP MORGAN CHASE & CO, 3.70% | 24970 | 25920 |
| HEWLETT PACKARD CO, 2.25% | ||
| ANHEUSER BUSCH COS INC 4.950% | 75096 | 80828 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (70 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TORTOISE ENERGY INFRASTRUCTURE CORP | 63552 | 71982 |
| LKCM SMALL CAP EQUITY FUND INSTL | 72937 | 78006 |
| ISHARES GOLD TRUST | 67867 | 68916 |
| UNITEDHEALTH GROUP INC | 18093 | 20272 |
| TORONTO DOMINION BANK | 19652 | 20573 |
| SPECTRA ENERGY CORP | 23242 | 23062 |
| ROCHE HOLDING LTD ADR | 19453 | 21281 |
| PHILIP MORRIS INTERNATIONAL INC | 27010 | 31392 |
| LIMITED BRANDS INC | 39601 | 38332 |
| KIMBERLY CLARK CORP | 24393 | 25746 |
| JOHNSON & JOHNSON | 19161 | 19674 |
| DU PONT E I DE NEMOURS & CO | 31991 | 27468 |
| DIGITAL REALTY TRUST INC | 25923 | 26668 |
| CARDINAL HEALTH INC | 30443 | 28427 |
| VERIZON COMMUNICATIONS | 18654 | 28084 |
| LAZARD EMERGING MARKETS FUND INSTL | 35833 | 34391 |
| DIAMOND HILL FUNDS | ||
| BARON SMALL CAP FUND | ||
| NEXTERA ENERGY INC | 13303 | 15524 |
| NATIONAL OILWELL VARCO INC | 31826 | 52692 |
| MORGAN STANLEY CO | ||
| GOLDMAN SACHS GROUP INC | ||
| CENTURYLINK INC | 31453 | 33480 |
| BOEING CO | 48779 | 51345 |
| US BANCORP DEL | 26411 | 36788 |
| QUALCOMM INC | 43845 | 55794 |
| OCCIDENTAL PETROLEUM CORP | 24023 | 30921 |
| INTERNATIONAL BUSINESS MACHINES | 28114 | 47809 |
| HOME DEPOT INC | 27140 | 46664 |
| CHEVRON CORP | 34285 | 52136 |
| APACHE CORP | 31118 | 32609 |
| SCOUT MID CAP FUND | 98775 | 120748 |
| SCOUT INTERNATIONAL FUND | 62494 | 56019 |
| DODGE & COX INTERNATIONAL STOCK FUND | 40542 | 30501 |
| WELLS FARGO & CO | 39456 | 34726 |
| UMB FINANCIAL CORP | 1693 | 37250 |
| TJX COS INC | 31472 | 62613 |
| TARGET CORP | 33405 | 37903 |
| SCHLUMBERGER LTD | 26423 | 30739 |
| RAYTHEON CO | ||
| PROCTER & GAMBLE CO | 31357 | 35356 |
| PRAXAIR INC | ||
| PEABODY ENERGY CORP | ||
| ORACLE CORP | 29256 | 40783 |
| NORTHERN TRUST CORP | ||
| MICROSOFT CORP | 18655 | 17912 |
| MCDONALDS CORP | 24083 | 51168 |
| MCCORMICK & CO INC | 36037 | 46386 |
| INTEL CORP | 43827 | 50440 |
| ILLINOIS TOOL WORKS INC | ||
| GOOGLE INC | 46362 | 64590 |
| GILEAD SCIENCES INC | ||
| EXXONMOBIL CORP | 25856 | 32633 |
| EXELON CORP | ||
| ENTERGY CORP NEW | 34699 | 32872 |
| DISNEY WALT CO | 28547 | 37125 |
| DEERE & COMPANY | 12966 | 25525 |
| DANAHER CORP DEL | ||
| CVS CAREMARK CORPORATION | 44964 | 54645 |
| COVANCE INC | ||
| COSTCO WHOLESALE CORP | 37796 | 51658 |
| COCA COLA CO. | 28765 | 40583 |
| CISCO SYSTEMS INC | ||
| CHUBB CORP | 32766 | 44993 |
| CERNER CORP | 10410 | 28787 |
| CATERPILLAR INC DEL | 20904 | 37146 |
| BECTON DICKINSON & CO | ||
| BAXTER INTERNATIONAL INC | 31636 | 32162 |
| APPLE INC | 20284 | 87075 |
| ABBOTT LABORATORIES | 51703 | 56230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 470816 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 516698 | USGovtSecuritiesEOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (4 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue | EOYFMVEOYFMV | BOY Book ValueBOYBookValue |
|---|---|---|---|
| UNSETTLED ASSET SALES | 48322 | 48322 | |
| INCOME RECEIVABLE | 1 | 1 | |
| ACCRUED INTEREST PURCHASED | 31 | ||
| ACCRUED INTEREST | 31 | 675 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | -991 | RevenueAndExpensesPerBooks |
| Net Investment Income | -991 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UMB BANK | Category |
| Amount | $33,046 | Amount |
| Net Investment Income | 29741 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3305 | DisbursementsCharitablePrps |