2024-03-26T10:37:29-05:00 2023-11-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2022-12-01 486102818 MUCHNIC FOUNDATION MUCH PO BOX 329 ATCHISON KS 660022415 DAVID C MIZE PRESIDENT 2024-02-06 1 DAVID MIZE 999009999 0 ERIN S MORGAN P00710515 8164721122 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 10911240 X X 954 954 476179 476179 -68406 1481317 0 2500 0 0 411227 477133 0 0 0 0 0 7600 7600 0 0 16412 16412 0 0 2431 0 0 0 113449 0 0 113449 8647 0 0 8647 148539 24012 0 122096 407500 407500 556039 24012 0 529596 -144812 453121 0 139719 104956 104956 2945854 2835409 10786284 20000 20000 20000 20000 3105573 2960365 10911240 0 0 X 0 0 0 0 3105573 2960365 3105573 2960365 3105573 2960365 3105573 -144812 0 2960761 396 2960365 JP MORGAN - ST DETAIL AVAILABLE UPON REQUEST 2023-01-01 2023-11-30 1263791 1346419 -82628 -82628 JP MORGAN - LT DETAIL AVAILABLE UPON REQUEST 2022-01-01 2023-11-30 217526 203304 14222 14222 -68406 -82628 6298 0 6298 0 6298 7320 0 0 0 7320 0 1022 1022 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 0 0 0 0 0 0 N/A MR DAVID C MIZE 7193398679 1404 HAWK PARKWAY SUITE 213 MONTROSE CO 81401 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID C MIZE 1404 HAWK PARKWAY SUITE 213 MONTROSE CO 81401 PRESIDENT 1.00 0 0 0 ANNE MIZE 22212 QUEEN ANNE AVENUE NORTH PMB 928 SEATTLE WA 98102 DIRECTOR 1.00 0 0 0 DAPHNE NAN MUCHNIC 2209 W 68TH STREET MISSION HILLS KS 66208 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2901568 234276 7806650 10942494 0 0 10942494 164137 10778357 538918 538918 6298 6298 532620 2500 535120 0 535120 529596 0 529596 535120 13671 0 0 529596 13671 0 0 515925 0 0 0 0 0 0 0 0 19195 0 0 0 X DAVID C MIE 1404 HAWK PARKWAY SUITE 213 MONTROSE CO 81401 7193398679 NO PARTICULAR FORM - PURPOSE OF APPLICATION - LARGE BROCHURES NOT HELPFUL OCTOBER 31 NONE ALASKA WILDERNESS LEAGUE 12 C STREET NW NO 240 WASHINGTON DC 20001 N/A PC WILD LAND PROTECTION 20000 ATCHISON AREA COMMUNITY FOUNDATION 104 N 6TH STREET STE 1 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 ATCHISON AREA UNITED WAY 710 SOUTH 9TH ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 ATCHISON ART ASSOCIATION 704 NORTH 4TH ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 75000 ATCHISON FAMILY YMCA 317 COMMERCIAL ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 ATCHISON HOSPITAL AUXILIARY 800 RAVEN HILL ROAD ATCHISON KS 66002 N/A PC MEDICAL PRACTICE 1000 ATCHISON LIBRARY 401 KANSAS AVE ATCHISON KS 66002 N/A PC EDUCATIONAL 5000 BARD COLLEGE 30 CAMPUS RD ANNANDALEONHUDSON NY 12504 N/A PC EDUCATIONAL 4000 BENEDICTINE COLLEGE 1020 NORTH 2ND ST ATCHISON KS 66002 N/A PC EDUCATIONAL 7500 BLACK CANYON BOYS AND GIRLS CLUB PO BOX 1907 MONTROSE CO 81402 N/A PC SOCIETAL BENEFIT 15000 BOYS & GIRLS CLUB OF GREATER KANSAS CITY 6301 ROCKHILL RD SUITE 303 KANSAS CITY MO 64131 N/A PC SOCIETAL BENEFIT 1000 BRUCE MUSEUM INC ONE MUSEUM DRIVE GREENWHICH CT 06830 N/A PC SOCIETAL BENEFIT 1500 CASA 2546 HOLMES ST KANSAS CITY MO 64108 N/A PC SOCIETAL BENEFIT 6000 COMMUNITY OPTIONS INC 336 S 10TH ST MONTROSE CO 81402 N/A PC SOCIETAL BENEFIT 2500 CYSTIC FIBROSIS FOUNDATION 260 CHATHAM DR COLORADO SPRINGS CO 80905 N/A PC MEDICAL PRACTICE AND RESEARCH 5000 DARTMOUTH COLLEGE ADMINISTRATIVE OFFICE HANOVER NH 03755 N/A PC EDUCATIONAL 2000 DE LASALLE ACADEMY OF FORT MEYERS INC 6401 TECHSTER BLVD FORT MEYERS FL 33966 N/A PC EDUCATIONAL 1000 DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 N/A PC EDUCATIONAL 5000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A PC ENVIRONMENTAL 25000 FRICK COLLECTION 1 EAST 70TH ST NEW YORK NY 10021 N/A PC SOCIETAL BENEFIT 1500 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE SUITE 201 KANSAS CITY MO 64112 N/A PC SOCIETAL BENEFIT 1000 GRAMERY PARK BLOCK ASSOCIATION 35 GLAMERCY PARK EAST NEW YORK NY 10003 N/A PC SOCIETAL BENEFIT 2000 GREAT PLAINS SPCA 5428 ANTIOCH ROAD MERRIAM KS 66202 N/A PC SHELTERING & VETERINARY CARE 1000 HAMPTONS COMMUNITY OUTREACH PO BOX 838 BRIDGEHAMPTON NY 11932 N/A PC SOCIETAL BENEFIT 3000 HOPE HOUSE PO BOX 577 LEES SUMMIT MO 64063 N/A PC SOCIETAL BENEFIT 1000 HOPEWEST 3090 NORTH 12TH STREET UNIT B GRAND JUNCTION CO 81506 N/A PC HOSPICE CARE 5000 HUMANE SOCIETY OF ATCHISON 100 NORTH 21ST ATCHISON KS 66002 N/A PC SHELTERING AND VETERINARY CARE 5000 JOHNSON COUNTY COMMUNITY COLLEGE 12345 COLLEGE BLVD OVERLAND PARK KS 66210 N/A PC EDUCATIONAL 2500 KANSAS CITY GIRLS PREPARATORY ACADEMY 5000 EAST 17TH STREET KANSAS CITY MO 64127 N/A PC EDUCATIONAL 8000 KANSAS CITY ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 N/A PC CIVIC 10000 KU ENDOWMENT 1891 CONSTANT AVE LAWRENCE KS 66047 N/A PC EDUCATIONAL 5000 LA JOLLA MUSIC SOCIETY 7946 IVANHOE AVENUE LA JOLLA CA 92037 N/A PC SOCIETAL BENEFIT 3000 LIBRARIES OF MONTROSE COUNTY FOUNDATION 320 SOUTH 2ND ST MONTROSE CO 81401 N/A PC EDUCATIONAL AND SOCIETAL BENEFIT 2500 MARIA FARERI CHILDRENS HOSPITAL 255 LAFAYETTE AVENUE SUFFERN NY 10901 N/A PC MEDICAL PRACTICE 1000 MATTIE RHODES CENTER 148 N TOPPING AVE KANSAS CITY MO 64123 N/A PC SOCIETAL AND EDUCATIONAL BENEFIT 1000 MIDWEST ACCESS COALITION PO BOX 409363 CHICAGO IL 60640 N/A PC SOCIETAL BENEFIT 1000 MISS PORTERS SCHOOL INC 60 MAIN STREET FARMINGTON CT 06032 N/A PC EDUCATIONAL 10000 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 N/A PC SOCIETAL BENEFIT 1000 MONTROSE ANIMAL SHELTER 3383 NORTH TOWNSEND AVE MONTROSE CO 81401 N/A PC SHELTERING AND VETERINARY CARE 2500 MONTROSE MEMORIAL HOSPITAL 800 S 3RD STREET MONTROSE CO 81401 N/A PC MEDICAL PRACTICE 5000 MOUNT COMMUNITY CENTER 801 SOUTH 8TH ST ATCHISON KS 66002 N/A PC EDUCATIONAL & SOCIETAL BENEFIT 10000 MOUNT VERNON ENDOWMENT CORP PO BOX 33 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 2000 NELSON-ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 64111 N/A PC SOCIETAL BENEFIT 6000 NEW YORK CENTER FOR LIVING 226 EAST 52ND STREET NEW YORK NY 10022 N/A PC SOCIETAL BENEFIT 2000 NYU- TANDON PROMISE SCHOLARSHIP FUND 115 5TH AVENUE 5TH FLOOR NEW YORK NY 10003 N/A PC EDUCATIONAL 5000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 N/A PC SOCIETAL BENEFIT 1000 PAWS 15305 44TH AVE W LYNNWOOD WA 98087 N/A PC SHELTERING AND VETERINARY CARE 20000 PEMBROKE HILL SCHOOL 5121 STATE LINE BLVD KANSAS CITY MO 64112 N/A PC EDUCATIONAL 500 PROJECT MOST INC PO BOX 1486 EAST HAMPTON NY 11937 N/A PC EDUCATIONAL 2000 RAINBOW MEADOWS EQUINE RESCUE & RETIREMENT INC PO BOX 1452 JUNCTION CITY KS 66441 N/A PC RESCUE ABUSED HORSES 2000 ROBERT LOUIS STEVENSON SCHOOL 24 WEST 74TH STREET NEW YORK NY 10023 N/A PC EDUCATIONAL 2000 ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 N/A PC SOCIETAL BENEFIT 13000 ROSE BROOKS PO BOX 320599 KANSAS CITY MO 64132 N/A PC SOCIETAL BENEFIT 1000 ROW NEW YORK 110 WEST 40TH STREET SUITE 602 NEW YORK NY 10018 N/A PC EDUCATIONAL 7000 SAINT FRANCIS ACADEMY PO BOX 1340 SALINA KS 67402 N/A PC EDUCATIONAL 10000 SALVATION ARMY PO BOX 84 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 2000 SAVE THE CHILDREN 501 KING HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 N/A PC SOCIETAL BENEFIT 7000 SCHOOL OF THE FUTURE MANHATTAN - PARENTS ASSOCIATION 127 EAST 22ND STREET NEW YORK NY 10010 N/A PC EDUCATIONAL 2000 SCRIPPS INSTITUTION OF OCEANOGRAPHY 9500 GILMAN DR 0210 LA JOLLA CA 92093 N/A PC EDUCATIONAL 4000 SECOND CHANCE HUMANE SOCIETY PO BOX 2096 RIDGWAY CO 81432 N/A PC SHELTERING AND VETERINARY CARE 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC MEDICAL PRACTICE AND RESEARCH 7000 THE ATCHISON AMELIA EARHART FOUNDATION 16701 286TH ROAD ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 2500 THE CHILDRENS SCHOLARSHIP FUND 8 WEST 38TH ST 9TH FLOOR NEW YORK NY 10018 N/A PC EDUCATIONAL 3000 THE DOLPHIN HOUSE CHILD ADVOCACY CENTER 735 SOUTH 1ST STREET MONTROSE CO 81401 N/A PC SOCIETAL BENEFIT 5000 THE NEO POLITICAL COWGIRLS INC 236 OLD STONE HWY EAST HAMPTON NY 11937 N/A PC SOCIETAL BENEFIT 3000 THEATRE ATCHISON 401 SANTA FE ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 TRINITY EPISCOPAL CHURCH 300 SOUH 5TH ST ATCHISON KS 66002 N/A PC RELIGIOUS 5000 UPPER ROOM 5930 SWOPE PARKWAY KANSAS CITY MO 64130 N/A PC EDUCATIONAL & SOCIETAL BENEFIT 1000 VALLEY SYMPHONY ORCHESTRA PO BOX 2832 MCALLEN TX 78502 N/A PC SOCIETAL BENEFIT 2500 VICTOR D'AMICO INSTITUTE OF ART PO BOX 1266 AMAGANSETT NY 11930 N/A PC SOCIETAL BENEFIT 3000 WAYSIDE WAIFS INC 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 N/A PC SHELTERING & VETERINARY CARE 1000 WESTCHESTER COMMUNITY COLLEGE MT VERNON 75 GRASSLANDS ROAD VALHALLA NY 10595 N/A PC EDUCATIONAL 2500 407500 0 14 954 14 476179 01 2500 18 -68406 0 411227 0 411227 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 7600 7600 0 0 FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS. ABBVIE INC 32903 73758 ALLETE INC 33306 30015 ALTRIA GROUP INC 50851 68399 AMGEN INC 56920 80622 AT&T INC 53550 49263 BANK OF AMERICA CORP 36090 38509 BANK OF NEW YORK MELLON CORP 48196 53249 BEST BUY CO INC 21335 18161 BROADCOM INC 36521 112939 BROADRIDGE FINANCIAL SOLUTION 21601 22483 CAPITAL ONE FINANCIAL CORPORATION 31001 34950 CARDINAL HEALTH INC 46244 82987 CATERPILLAR INC 19648 39864 CHEVRON CORP 41918 48250 CISCO SYSTEMS INC 66471 83310 CITIGROUP INC 47681 45685 COCA-COLA CO/THE 34503 37226 COMCAST CORP-CLASS A 32081 31040 EDISON INTERNATIONAL 39058 36644 EXXON MOBIL CORP 45473 92877 FIFTH THIRD BANCORP 32655 37201 GILEAD SCIENCES INC 85223 98584 GOLDMAN SACHS GROUP INC 40505 41326 H&R BLOCK INC 12538 34655 HOME DEPOT INC 32131 48277 INTL BUSINESS MACHINES CORP 77103 94185 JPMORGAN CHASE & CO 19232 63368 KIMBERLY-CLARK CORP 58034 50482 LOCKHEED MARTIN CORP 36926 45673 MERCK & CO. INC. 30046 41504 METLIFE INC 17080 25579 MICROSOFT CORP 13884 56837 MORGAN STANLEY 20829 33958 MSC INDUSTRIAL DIRECT CO-A 21082 27570 NETAPP INC 18148 33083 ORACLE CORP 20253 29750 PHILIP MORRIS INTERNATIONAL 21289 23340 PHILLIPS 66 44327 71792 PRUDENTIAL FINANCIAL INC 13918 20045 QUALCOMM INC 34374 50717 SNAP-ON INC 23505 28842 UNUM GROUP 25243 32852 VALERO ENERGY CORP 44153 56161 VERIZON COMMUNICATIONS INC 56264 60255 WALMART INC 26761 48731 LYONDELLBASELL INDU-CL A 44298 41273 EQUITY RESIDENTIAL 32023 28136 GAMING AND LEISURE PROPERTIE 32675 29954 STAG INDUSTRIAL INC 29043 31010 3M CO 35870 34080 SOUTHERN COPPER CORP 39859 37835 VALLEY COMPANY 586750 7915580 CME GROUP INC 33431 33627 FEDEX CORP 41764 41413 MCDONALD'S CORP 20729 21702 MDC HOLDINGS INC 21946 28725 NEWMARKET CORP 26605 30770 NISOURCE INC 45933 42819 PEPSICO INC 22482 22551 VISTRA CORP 24672 27443 WELLS FARGO & CO 38206 41781 ACCENTURE PLC 22094 23320 GARMIN LTD 30228 35327 INNOVATIVE INDUSTRIAL PROPER 25847 27029 SIMON PROPERTY GROUP INC 29113 29224 PUBLIC STORAGE 30987 27687 COST BASIS ADJUSTMENT 396 INSURANCE 8647 0 0 8647 OTHER MISC. INCOME 2500 0 0 INVESTMENT ADVISORY FEES 16412 16412 0 0 2023 1ST QUARTER ESTIMATED PAYMENT 2391 0 0 0 OTHER TAXES PAID 40 0 0 0