2024-11-04T15:38:58-06:00 2023-12-31 431365401 THE WHITLOCK COMPANY LLP 3271 E BATTLEFIELD SUITE 300 SPRINGFIELD MO 65804 990PF 2023-01-01 237052945 LEVIN FAMILY FOUNDATION LEVI 9134845852 14103 PAWNEE LANE LEAWOOD KS 66224 ANN BRENDLE TRUSTEE 9134845852 2024-10-28 1 1 STEVE JOHNSON P00092656 4178810145 2023 2024-10-15 13:58:12Z X 1046823 X X 2270 2270 2270 20959 20959 20959 7530 49482 7530 2665 2665 2665 33424 33424 25894 0 0 0 0 2258 2258 0 0 982 982 0 0 2763 2763 0 0 6003 6003 0 0 53500 53500 59503 6003 0 53500 -26079 27421 25894 4817 5371 5371 724897 348075 535384 195631 246359 234050 0 272018 272018 925345 871823 1046823 27443 0 27443 0 X 897902 871823 897902 871823 925345 871823 897902 -26079 0 871823 0 871823 STOCK SALES P 34970 41952 -6982 -6982 CAPITAL GAINS DIVIDENDS P 2665 2665 2665 FLINT HILLS DIVERSIFIED STRATEGIES - SHORT TERM P 5061 5061 5061 FLINT HILLS DIVERSIFIED STRATEGIES - LONG TERM P 6005 6005 6005 FLINT HILLS DIVERSIFIED STRATEGIES - 1231 P 781 781 781 7530 7530 381 0 381 0 381 0 0 0 0 0 0 381 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 N/A ANNE BRENDLE 9133275852 14103 PAWNEE LANE LEAWOOD KS 66224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN L BRENDLE 14103 PAWENEE LANE LEAWOOD KS 66224 PRESIDENT 0.20 0 0 0 NANCY E LEVIN 6421 N 31ST STREET PHOENIX AZ 85016 VICE PRESIDENT 0.20 0 0 0 SCOTT BLAKESLEY 1000 WALNUT SUITE 1400 KANSAS CITY MO 64106 SECRETARY 0.20 0 0 0 MICHAEL L LEVIN 4927 W 88TH STREET SHAWNEE MISSION KS 66207 TREASURER 0.50 0 0 0 NONE 0 NONE 0 0 803207 9854 0 813061 0 0 813061 12196 800865 40043 40043 381 381 39662 0 39662 0 39662 53500 0 53500 39662 0 0 2898 2454 8281 4545 12549 30727 53500 0 0 0 39662 13838 0 0 44565 0 0 0 0 0 0 2898 41667 2454 8281 4545 12549 13838 X ALWAYS AND FUREVER 23595 W 223RD ST SPRINGHILL KS 66083 PC CHARITABLE 500 GREAT PLAINS SPCA 5428 ANTIOCH MERIAM KS 66202 PC CHARITABLE 2500 HELP HUMAIN SOCIETY 17122 BEL RAY PLACE BELTON MO 64102 PC CHARITABLE 1000 KANSAS CITY YOUTH SYMPHONY 209 W 18TH ST KANSAS CITY MO 64108 PC CHARITABLE 500 NATIONAL WW1 MUSEUM 2 MEMORIAL DR KANSAS CITY MO 64108 PC CHARITABLE 500 NEW REFORM TEMPLE 7100 MAIN ST KANSAS CITY MO 64111 PC CHARITABLE 16200 PHOENIX FAMILY 3908 WASHINGTON KANSAS CITY MO 64111 PC CHARITABLE 300 UNIVERSITY OF KANSAS HEALTH SYSTEM 11300 CORPORATE AVE LENEXA KS 66219 PC CHARITABLE 22000 KC CLAY GUILD 200 W 74TH ST KANSAS CITY MO 64114 PC CHARITABLE 3000 KANSAS UNIVERSITY ENDOWMENT ASSOCIATION PO BOX 928 LAWRENCE KS 66044 PC CHARITABLE 5000 OLD DRUM ANIMAL SHELTER 35 SW 101ST RDW WARRENSBURG MO 64093 PC CHARITABLE 1500 BIG TOP CHAUTAUQUA 84810 STATE HWY 13 BAYFIELD WI 54814 PC CHARITABLE 500 53500 0 14 2270 14 20959 14 2665 18 7530 0 33424 0 33424 0 0 0 0 0 0 0 0 0 0 METROPOLITAN WEST CONSTRAINED BD I 123340 117888 DOUBLELINE TOTAL RETURN BOND FUND CL I 123019 116162 AMERICAN BEACON THE LONDON CO INC 106163 150947 CONSESTOGA SMALL CAP FUND 16682 17295 VANGURAD 500 INDEX FUND - ADMRL 67484 162491 FLINT HILLS DIVERSIFIED STRATEGIES LP 7987 7987 TORTISE MPL 27996 38555 ARTISAN INTL VALUE FUND 52436 52146 FIDELITY GOV'T CASH RESERVES 0 2245 CONSESTOGA SMALL CAP INTITUTIONAL 69327 103718 UMB COST TIE OUT 272018 272018 FLINT HILLS STRATEGIES EXPENSES 2763 2763 0 0 FLINT HILLS DIVERSIFIED STRATEGIES 181 181 181 FLINT HILLS DIVERSIFIED STRATEGIES OTHER INCOME 2484 2484 2484 UMB COST TIE OUT 27443 0 INVESTMENT FEES 2258 2258 0 0 INVESTMENT FEES 0 0 0 0 TAXES 0 0 0 0 FEDERAL TAXES 982 982 0 0