2024-05-15T08:43:29-05:00 2023-12-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2023-01-01 436816063 LINDA T WATSON FAMILY FOUNDATION LIND 9139065273 2100 ARNO RD MISSION HILLS KS 66208 LINDA WATSON CO-TRUSTEE 9134866766 2024-05-08 1 LINDA WATSON XXX-XX-XXXX 0 MERYN GOEHAUSEN P01215819 8164721122 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 730585 X X 373 373 23258 23258 21464 98584 21464 45095 45095 0 0 0 0 0 3000 1500 0 1500 3001 3001 0 0 307 307 0 0 6308 4808 0 1500 101866 101866 108174 4808 0 103366 -63079 40287 0 21518 20381 20381 226366 202163 306464 460913 423168 403740 708797 645712 730585 0 0 X 0 0 0 0 708797 645712 708797 645712 708797 645712 708797 -63079 0 645718 6 645712 PUBLICLY TRADED SECURITIES 2023-12-31 5028 8152 -3124 -3124 CAPITAL GAIN DISTRIBUTION 2023-12-31 1134 1134 1134 PUBLICLY TRADED SECURITIES 2023-12-31 92422 68968 23454 23454 21464 -1990 560 0 560 0 560 3002 0 0 0 3002 0 2442 2442 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 0 0 0 0 0 1 NONE JACK BARRY 9139065273 3401 COLLEGE BOULEVARD LEAWOOD KS 66211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA R WATSON 2100 ARNO RD MISSION HILLS KS 66208 CO-TRUSTEE 1.00 0 0 0 MARGARET E WATSON 2100 ARNO ROAD MISSION HILLS KS 66208 CO-TRUSTEE 1.00 0 0 0 MICHAEL B WATSON 2100 ARNO ROAD MISSION HILLS KS 66208 CO-TRUSTEE 1.00 0 0 0 CLAUDIA M TREVINO 2100 ARNO ROAD MISSION HILLS KS 66208 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NOTE: THE ONLY ACTIVITY OF THE FOUNDATION WAS DONATINGTO VARIOUS ORGANIZATIONS THAT WERE SELECTED BY THE TRUSTEES. 0 THERE WERE NO DIRECT EXPENSES INCURRED IN MAKING THESEDONATIONS. 0 NONE 0 0 0 714187 34934 0 749121 0 0 749121 11237 737884 36894 36894 560 560 36334 0 36334 0 36334 103366 0 103366 36334 0 0 34917 25161 17572 64534 53081 195265 103366 0 0 0 36334 67032 0 0 262297 0 0 0 0 0 0 34917 227380 25161 17572 64534 53081 67032 LINDA R WATSON JACK BARRY MERRILL LYNCH 3401 COLLEGE BOULEVARD LEAWOOD KS 66211 9139065273 WRITTEN REQUEST NAMING THE CHARITY AND ITS PURPOSE AND PROPOSED USE OF THE REQUESTED FUNDS. REQUESTS MUST BE SUBMITTED BY NOVEMBER 1ST TO BE CONSIDERED FOR THE YEAR ENDING DECEMBER 31ST. NO RESTRICTIONS BARSTOW SCHOOL 11511 STATE LINE RD KANSAS CITY MO 64114 NONE PC VARIOUS PROGRAM ACTIVITIES 2100 BOYS AND GIRLS CLUBS 4001 BLUE PKWY 102 KANSAS CITY MO 64130 NONE PC VARIOUS PROGRAM ACTIVITIES 2000 CHILDREN'S MERCY HOSPITAL 5808 W 110TH ST OVERLAND PARK KS 66211 NONE PC VARIOUS PROGRAM ACTIVITIES 51000 HARVESTERS 3801 TOPPING AVE KANSAS CITY MO 64129 NONE PC VARIOUS PROGRAM ACTIVITIES 6500 JEWISH FEDERATION 5801 W 115TH ST 104 OVERLAND PARK KS 66211 NONE PC VARIOUS PROGRAM ACTIVITIES 2600 KANSAS CITY CHORALE 5601 WYANDOTTE ST 412 KANSAS CITY MO 64113 NONE PC VARIOUS PROGRAM ACTIVITIES 2000 KANSAS CITY HOSPICE 1500 MEADOW LAKE PKWY STE 200 KANSAS CITY MO 64114 NONE PC VARIOUS PROGRAM ACTIVITIES 3000 KANSAS CITY PBS 125 E 31ST ST KANSAS CITY MO 64108 NONE PC VARIOUS PROGRAM ACTIVITIES 2000 KAUFFMAN CENTER 1601 BROADWAY BLVD KANSAS CITY MO 64108 NONE PC VARIOUS PROGRAM ACTIVITIES 4000 KEMPER MUSEUM 4420 WARWICK BLVD KANSAS CITY MO 64111 NONE PC VARIOUS PROGRAM ACTIVITIES 1000 MAYO FOUNDATION 701 4TH ST SW ROCHESTER MN 55902 NONE PC VARIOUS PROGRAM ACTIVITIES 2000 MIDWEST CENTER FOR HOLOCAUST EDUCATION 5801 W 115TH ST SUITE 106 LEAWOOD KS 66211 NONE PC VARIOUS PROGRAM ACTIVITIES 1000 NELSON GALLERY FOUNDATION 4525 OAK ST KANSAS CITY MO 64111 NONE PC VARIOUS PROGRAM ACTIVITIES 1250 RONALD MCDONALD HOUSE 2525 CHERRY ST KANSAS CITY MO 64108 NONE PC VARIOUS PROGRAM ACTIVITIES 2000 SAFEHOME PO BOX 4563 OVERLAND PARK KS 66204 NONE PC VARIOUS PROGRAM ACTIVITIES 1000 TEMPLE ISRAEL 9300 NALL AVE PRAIRIE VILLAGE KS 66207 NONE PC VARIOUS PROGRAM ACTIVITIES 3816 THE FOLLY THEATER 300 W 12TH ST KANSAS CITY MO 64105 NONE PC VARIOUS PROGRAM ACTIVITIES 1000 THE NEW REFORM TEMPLE 7100 MAIN ST KANSAS CITY MO 64114 NONE PC VARIOUS PROGRAM ACTIVITIES 4100 UMKC FOUNDATION 5115 OAK ST 202 KANSAS CITY MO 64112 NONE PC VARIOUS PROGRAM ACTIVITIES 1000 UNITED WAY OF GREATER KC 801 W 47TH ST STE 500 KANSAS CITY MO 64112 NONE PC VARIOUS PROGRAM ACTIVITIES 2000 VETERANS OF FOREIGN WARS 406 W 34TH ST KANSAS CITY MO 64111 NONE PC VARIOUS PROGRAM ACTIVITIES 2000 TUNNEL TO TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC VARIOUS PROGRAM ACTIVITIES 4000 HORIZON ACADEMY 4901 REINHARDT DRIVE ROELAND PARK KS 66205 NONE PC VARIOUS PROGRAM ACTIVITIES 500 101866 0 14 373 14 23258 18 21464 0 45095 0 45095 0 0 0 0 0 0 0 0 0 0 TAX CONSULTING FEES 3000 1500 0 1500 NONE 0 FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS. FIRST EAGLE OVERSEAS 58635 58397 INVESCO SENIOR LOAN ETF 26148 24505 ISHARES CORE U.S. 71594 62230 ISHARES TIPS 25857 22358 JP MORGAN STRATEGIC 29333 29113 LOOMIS SAYLES CORE PLUS 34500 29931 PIMCO INCOME FUND 46981 42071 PIMCO TOTAL RETURN FUND 44656 37330 PRINCIPAL MIDCAP FUND 27876 35391 XTRACKERS MSCI ALL WRLD 57588 62414 AMGEN INC COM 5264 7489 APPLE INC 2245 17713 BECTON DICKINSON CO 6834 8046 CISCO SYSTEMS INC COM 4098 4446 COMCAST CORP NEW CL A 6987 6621 CONOCOPHILLIPS 6222 10330 COSTCO WHOLESALE CRP DEL 7234 19142 CSX CORP 5898 9569 CVS HEALTH CORP 5645 6317 EXXON MOBIL CORP 5740 8598 FORD MOTOR CO 5864 5461 GENL DYNAMICS CORP COM 5012 8309 GOLDMAN SACHS GROUP INC 5248 8101 HOME DEPOT INC 6506 11090 HONEYWELL INTL INC DEL 5845 7550 INTL BUSINESS MACHINES 7953 11285 JPMORGAN CHASE & CO 6495 10036 KLACORP 5326 21508 L3HARRIS TECHNOLOGIES 6564 6740 MCDONALDS CORP 6543 9785 MEDTRONIC PLC SHS 8593 6014 ORACLE CORP 5386 8962 PEPSICO INC 6243 8662 PFIZER INC 5849 5009 QUALCOMM INC 5509 11860 STARBUCKS CORP 7064 8161 TEXAS INSTRUMENTS 7296 10569 TRUIST FINL CORP 6266 5058 UNITED PARCEL SVC 5805 6604 UNITEDHEALTH GROUP INC 5204 11582 VALERO ENERGY CORP NEW 5265 8190 M&T BANK CORPORATION 7071 7265 NXP SEMICONDUCTORS 5317 5512 RTX CORP 3772 4880 BOOK/TAX DIFFERENCE 6 ML ADVISORY FEES 3001 3001 0 0 FOREIGN TAXES PAID 307 307 0 0