2025-09-03T11:16:27-05:00 2024-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990PF 2024-01-01 872671276 LAWING FAMILY FOUNDATION LAWI 8168864828 4745 W 136TH ST LEAWOOD KS 66224 KERRY LAWING PRESIDENT & DIRECTOR 8168864828 2025-09-02 1 0 KELLI PECK P01423033 3217516200 2025-09-02 2024 2025-03-06 01:10:19Z X 77196 X 0 X 58 58 4111 4111 76087 263229 76087 20 21 80276 80277 0 0 0 2905 1453 1452 625 625 0 11 11 0 3541 2089 1452 71000 71000 74541 2089 72452 5735 78188 14379 -1591 -1591 2955 8587 8587 48828 70200 70200 66162 77196 77196 0 0 X 0 0 0 0 66162 77196 66162 77196 66162 77196 66162 5735 5299 77196 0 77196 PUBLICLY TRADED SECURITIES P 252147 176831 75316 75316 ALLIANCEBERNSTEIN HOLDING LP (LTCG) P 10 10 MPLX LP (LTCG) P 4 4 SALE OF K-1 INVESTMENT ALLIANCE RESOURCE PARTNERS LP 2021 1777 244 244 SALE OF K-1 INVESTMENT ALLIANCE BERNSTEIN 1895 1807 88 88 SALE OF K-1 INVESTMENT BLACKSTONE MINERALS 1679 1703 -24 -24 SALE OF K-1 INVESTMENT ENERGY TRANSFERS LP 1832 1704 128 128 SALE OF K-1 INVESTMENT MPLX 3019 2838 181 181 SALE OF K-1 INVESTMENT PLAINS ALL AMERICAN 544 496 48 48 CAPITAL GAINS DIVIDENDS P 92 92 92 76087 1087 0 1087 0 1087 771 0 1616 0 2387 X 0 1300 1300 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A KERRY LAWING 8168864828 4745 W 136TH ST LEAWOOD KS 66224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KERRY LAWING 4745 W 136TH ST LEAWOOD KS 66224 PRESIDENT & DIRECTOR 1.00 0 0 0 TERI LAWING 20 EAST DUNDEE CIRCLE LOCH LLOYD MO 64012 VICE PRESIDENT & DIRECTOR 1.00 0 0 0 BRADLEY LAWING 4745 W 136TH ST LEAWOOD KS 66224 TREASURER & DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 103345 11481 0 114826 0 0 114826 1722 113104 5655 5655 1087 1087 4568 0 4568 0 4568 72452 0 72452 4568 0 0 2128 64272 42861 109261 72452 0 0 0 4568 67884 0 0 177145 0 0 0 0 0 0 0 177145 2128 64272 42861 67884 KERRY LAWING X ALZHEIMER'S ASSOCIATION 720 EAST PETE ROSE WAY SUITE 330 CINCINNATI OH 45202 PC PROGRAM SERVICES 1000 AT HIS FEET MINISTRY INC 9701 ALMEDA GEONA ROAD HOUSTON TX 77075 PC PROGRAM SERVICES 5000 FIRST PRIORITY OF AMERICA PO BOX 473 BRENTWOOD TN 37024 PC PROGRAM SERVICES 20000 THE GLOBAL ORPHAN PROJECT 3161 WYANDOTTE ST KANSAS CITY MO 64111 PC PROGRAM SERVICES 10000 THESEND 300 PACIFIC COAST HWY UNIT 111 HUNTINGTON BEACH CA 92648 PC PROGRAM SERVICES 10000 UNITED IN PURPOSE 550 RESERVE STREET SUITE 460 SOUTHLAKE TX 76092 PC PROGRAM SERVICES 25000 71000 0 14 58 14 4111 18 76087 ALLIANCE RESOURCE PARTNERS 531390 -16 14 8 ALLIANCEBERNSTEIN HOLDING LP 531390 42 14 -19 BLACK STONE MINERALS 531390 -1 14 38 ENERGY TRANSFER LP 531390 3 14 -6 MPLX LP 531390 -31 14 PLAINS ALL AMERICAN PIPELINE LP 531390 2 14 -1 80277 0 80276 0 0 0 0 0 0 0 0 0 0 ACCOUNTINGS FEES 2905 1453 1452 ABRDN HLTHCR INV 305 305 ABRDN TOTAL DYNAMIC DIVI 614 614 ADAMS DIVERSIFIED EQUITY 828 828 ADOBE INC 445 445 ADVANCED MICRO DEVICE IN 16307 16307 ALLIANCEBERNSTEIN GLBL H 504 504 ALPS ALERIAN MLP ETF 1156 1156 ANNALY CAP MGMT INC REIT 988 988 APPLE INC 501 501 AVANTIS U S SMALL CAP 1413 1413 BROOKFIELD REAL ASSETS I 719 719 CBRE GLOBAL REAL ESTATE 664 664 CENOVUS ENERGY INC F 621 621 CHEMED CORP NEW 1060 1060 COMCAST CORP NEW 676 676 CONOCOPHILLIPS 893 893 CONSTELLATION ENERGY COR 447 447 CTO RLTY GROWTH INC 769 769 DANAHER CORP 459 459 DUFF PHELPS UTILITY AND 818 818 DYNEX CAP INC REIT 1050 1050 EASTGROUP PPTYS INC REIT 481 481 EATON VANCE LIMITED DURA 625 625 EATON VANCE TAX ADVANTAG 722 722 EATON VANCE TAX MANAGED 850 850 EATON VNCE MGD GLBL BUY 1103 1103 FRANKLIN SENIOR LOAN 2402 2402 GABELLI DIVIDEND & INCOM 749 749 GLOBAL X FUND GLB X NSDQ 1020 1020 GLOBAL X RUSSELL 2000 1552 1552 GLOBAL X S&P 500 COVERED 1131 1131 HERCULES CAP INC 763 763 INVESCO S AND P MIDCAP 689 689 INVESCO S&P MIDCAP 400A 677 677 INVSC S P 500 EQUAL 1402 1402 ISHARES MORTGAGE REAL 641 641 J P MORGAN NASDAQ EQT 1579 1579 JANUS HENDRSON MORTG 751 751 JPMORGAN EQUITY PREMIUM 633 633 KIMBELL RTY PARTNERS LP 633 633 MARTIN MARIETTA MATLS IN 517 517 META PLATFORMS INC 586 586 MICROSOFT CORP 843 843 NETAPP INC 464 464 NEUBERGER BERMAN NXT GNR 612 612 NEUBERGER BERMN ENRG INF 662 662 NUVEEN CREDIT STRATEGIES 768 768 NUVEEN REAL ASSET INCOME 776 776 NVIDIA CORP 940 940 OKTA INC 552 552 QUANTA SVCS INC 632 632 SCHLUMBERGER LTD F 843 843 SCHWAB INTERMEDIATE TERM 364 364 SELECT STR FINANCIAL 725 725 SHARKNINJA INC F 584 584 SPDR BLACKSTONE SENIOR 918 918 SPDR S&P 500 ETF IV 1172 1172 STARWOOD PPTY TR INC REIT 966 966 VANGUARD INTERMEDIATE 1605 1605 VANGUARD SMALL CAP ETF 1442 1442 VIRTUS CONV & INCOME FD 626 626 VIRTUS DIVID INT & PREM 328 328 VIRTUS INFRCP US PRERD 1117 1117 VISTRA CORP 551 551 WESTERN ASSET DIVERSIFIE 627 627 WESTERN AST INFLTN LINK 695 695 WESTRN ASST HIGH INCM OP 645 645 8587 8587 0 0 ALLIANCE RESOURCE PARTNERS -8 8 -8 ALLIANCEBERNSTEIN HOLDING LP 23 -19 23 BLACK STONE MINERALS 37 38 37 ENERGY TRANSFER LP -3 -6 -3 MPLX LP -31 0 -31 PLAINS ALL AMERICAN PIPELINE LP 2 0 2 UNREALIZED G/L ADJUSTMENT 5299 MANAGEMENT FEES 625 625 0 FOREIGN TAXES 11 11 0