2025-06-12T07:13:12-05:00 2024-12-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2024-01-01 847104437 KINCAID FAMILY FOUNDATION KINC 9134221000 2353 GUILFORD LN MISSION HILLS KS 66208 GRAYDON J KINCAID JR CO-TRUSTEE 9134221000 2025-05-09 1 0 DOUGLAS BRIGGS CPA P00768828 8164721122 2024 2025-03-06 01:10:19Z X 5269843 X X 124208 124208 -352 352740 0 123856 124208 0 0 0 3000 1500 1500 21085 21085 0 1220 1220 0 25305 23805 1500 395650 395650 420955 23805 397150 -297099 100403 37589 14939 14939 356950 287283 289173 3951952 3749286 4965731 4346491 4051508 5269843 0 0 X 0 0 0 0 4346491 4051508 4346491 4051508 4346491 4051508 4346491 -297099 2116 4051508 0 4051508 PUBLICLY TRADED SECURITIES 2024-12-31 7640 7640 7640 PUBLICLY TRADED SECURITIES 2024-12-31 345100 353092 -7992 -7992 -352 1396 0 1396 0 1396 12572 0 0 0 12572 0 11176 11176 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A MARY MATTESON 9139286405 23889 W 40TH ST BONNER SPRINGS KS 66012 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GRAYDON J KINCAID JR 2353 GUILFORD LANE MISSION HILLS KS 66208 CO-TRUSTEE 1.00 0 0 0 PATRICIA A KINCAID 2353 GUILFORD LANE MISSION HILLS KS 66208 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4839981 352540 0 5192521 0 0 5192521 77888 5114633 255732 255732 1396 1396 254336 0 254336 0 254336 397150 0 397150 254336 0 0 73503 61104 134607 397150 0 0 0 254336 142814 0 0 277421 0 0 0 0 0 0 0 277421 73503 61104 142814 GRAYDON J KINCAID JR PATRICIA A KINCAID X CATHOLIC CHARITIES OF NORTHEAST KANSAS 9720 W 87TH ST OVERLAND PARK KS 66212 NONE PC GENERAL OPERATING SUPPORT 400 DON BOSCO SENIOR CENTER 580 CAMPBELL ST KANSAS CITY MO 64106 NONE PC GENERAL OPERATING SUPPORT 11250 EMBRACE 7285 W 132ND ST SUITE 340 OVERLAND PARK KS 66213 NONE PC GENERAL OPERATING SUPPORT 2500 HNC LIVING FOUNDATION 8100 NEWTON STREET SUITE 100 OVERLAND PARK KS 66204 NONE PC GENERAL OPERATING SUPPORT 5000 JACKSON COUNTY CASA 2544 HOLMES KANSAS CITY MO 64108 NONE PC GENERAL OPERATING SUPPORT 1000 NOTRE DAME DE SION HIGH SCHOOL 10631 WORNALL RD KANSAS CITY MO 64114 NONE PC GENERAL OPERATING SUPPORT 5000 ST AGNES CATHOLIC CHURCH 5250 MISSION RD ROELAND PARK KS 66205 NONE PC GENERAL OPERATING SUPPORT 128000 THE CHILDREN'S PLACE INC 6401 ROCKHILL ROAD KANSAS CITY MO 64131 NONE PC GENERAL OPERATING SUPPORT 100000 THE KINCAID GROUP FOUNDATION 23889 W 40TH ST SHAWNEE KS 66226 NONE PC GENERAL OPERATING SUPPORT 10000 WONDERSCOPE CHILDREN'S MUSEUM OF KANSAS CITY 433 EAST RED BRIDGE ROAD KANSAS CITY MO 64131 NONE PC GENERAL OPERATING SUPPORT 20000 KANSAS CITY PUBLIC SCHOOLS EDUCATION FOUNDATION 2901 TROOST AVE KANSAS CITY MO 64109 NONE PC GENERAL OPERATING SUPPORT 500 JACKSON COUNTY CASA 2544 HOLMES KANSAS CITY MO 64108 NONE PC GENERAL OPERATING SUPPORT 100000 ST ANN CATHOLIC SCHOOL 7241 MISSION RD PRAIRIE VILLAGE KS 66208 NONE PC GENERAL OPERATING SUPPORT 5000 KANSAS CITY SYMPTHONY 1644 WYANDOTTE STREET KANSAS CITY MO 64108 NONE PC GENERAL OPERATING SUPPORT 2000 IAT FOUNDATION 10625 FLOYD ST OVERLAND PARK KS 66212 NONE PC GENERAL OPERATING SUPPORT 5000 395650 0 14 124208 18 -352 0 123856 0 123856 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 1500 1500 FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS. 135 SH VANGUARD MATERIALS ETF FMV 25459 25358 425 SH SPDR S&P AEROSPACE & DR S&P AEROSPACE & DEFEN FMV 50211 70474 690 SH VANGUARD REAL ESTATE ETF FMV 73822 61465 155 SH INVESCO QQQ TR SER1 FMV 56794 79241 420 SH VANGUARD SMALL CAP VALUE ETF FMV 75668 83236 1685 SH ISHARES INC CORE MSCI EMERGING MKTS ETF FMV 100564 87991 455 SH SELECT SECTOR SPDR TR FMV 76318 105797 2106.887 SH FULLER & THALER BEHVRL SMALL-CAP EQ FD CL R6 FMV 75000 95695 790 SH SPDR S&P DIVIDEND ETF FMV 100900 104359 767.898 SH COLUMBIA GLOBAL TECH GROWTH FUND CL INSTL3 FMV 50000 72436 1450 SH ISHARES TR CORE MSCI EAF FMV 107257 101906 12486.879 SH EATON VANCE FLOATING FMV 110000 104765 1645 SH ISHARES TIPS BOND ETF FMV 209229 175275 855 SH VANGUARD MID-CAP ETF FMV 208891 225831 5000 SH ISHARES FLOATING RATE BOND ETF FMV 253763 254400 1350 SH INVESCO S&P 500 EQUAL FMV 107396 236561 1220 SH VANGUARD SMALL CAP FMV 261210 293142 1285 SH VANGUARD GROWTH ETF FMV 128538 527415 2095 VANGUARD FTSE DEVELOPED MARKETS ETF FMV 106440 100183 2760 SH VANGUARD VALUE ETF FMV 410598 467268 1020 SH FIRST TR NASDAQ CYBERSECURITY ETF FMV 50783 64719 285 SH ISHARES SEMINCONDUCTOR ETF FMV 50183 61415 190 SH HEALTH CARE SELECT SPDR FMV 25200 26138 435 SH SPDR S P METALS MINING FMV 25260 24686 70 SH SPDR DOW JONES INDUST AV FMV 25402 29785 240 SH VANGUARD ENERGY ETF FDS FMV 25196 29114 3071.253 SH COLUMBIA EMERGING MKTS CONSUMER ETF FMV 50000 41093 1445 SH GLOBAL X FUNDS GLOVAL X & ARTIFICIAL INTELLGNCE ETF FMV 49648 46168 2080 SH GLOBAL X CLOUD COMPUTING ETF FMV 50978 49837 1205 SH ISHARES CYBERSECURITY AND TECH ETF FMV 50731 58792 2305 SH INVESCO HIGH YIELD EQUITY DVD ACHIEVERS ETF FMV 49815 49004 1220 SH ISHARES S&P GSSI NATURAL RESOURCES FMV 49477 52131 925 SH JPMORGAN EQUITY PREMIUM INCOME ETF FMV 50297 53215 50000 SH AMERICAN HONDA FINANCE SER GMTN GLB FMV 49979 50389 300 SH VANGUARD DIVIDEND APPRECIATION ETF FMV 50966 58749 50000 SH STATE STREET CORP GLB FMV 49528 51431 390 SH ISHARES BIOTECHNOLOGY ETF FMV 50171 51562 770 SH WIDOMTREE US QUALITY DIVIDEND GROWTH FUND FMV 50380 62316 1360 SH VANGUARD 500 INDEX FUND FMV 257280 732782 3065 SH VANECK BDC INCOME ETF FMV 50189 50971 760 SH ISHARES PREFERRED & INCOME SECURITIES ETF FMV 24746 23894 980 SH SPDR BLOOMBERG ST HIGH YIELD BOND ETF FMV 25019 24742 BOOK-FMV ADJUSTMENT 2116 MANAGEMENT FEES 21085 21085 0 FOREIGN TAXES 1220 1220 0