2025-11-12T11:14:54-05:00 2024-12-31 274360947 BOAN CONNEALY & HOULEHAN LLC 13220 METCALF AVENUE SUITE 100 OVERLAND PARK KS 662132813 990PF 2024-01-01 431826447 CONSTANCE M COOPER CHARITABLE FOUNDATION CONS 8167565800 13220 METCALF AVENUE SUITE 100 OVERLAND PARK KS 66213 JOHN G HOULEHAN CO-TRUSTEE, ADV COMM 8167565800 2025-11-11 true true JAMES HOULEHAN CPA P01079193 9134919178 2025-11-12 2024 2025-03-06 01:10:19Z X 18004964 X X 135494 135494 258329 258329 1029335 4067892 1029335 1423158 1423158 273216 81964 191252 6100 3050 3050 81609 72009 9600 6800 6800 367725 163823 203902 820000 820000 1187725 163823 1023902 235433 1259335 582187 1056221 1056221 1696887 2736316 2706763 5914980 5287827 11427266 3526376 2868757 2767924 38290 8313 8500 8500 11728743 11957621 18004964 0 X 11728743 11957621 11728743 11957621 11728743 11957621 11728743 235433 11964176 6555 11957621 COUNTRY CLUB TRUST - CAP GAIN DISTR P 18463 18463 18463 COUNTRY CLUB TRUST 5019 -LT COVERED P 4049429 3038557 1010872 1010872 1029335 17505 17505 17505 8500 18000 26500 X 169 8826 8826 false false false false false false false true true KS MO true false false false false true N/A EDWARD J HOULEHAN 8163636996 13220 METCALF AVENUE SUITE 100 OVERLAND PARK KS 66213 false false false false true false false false false false false false false false false false false false false false false EDWARD J HOULEHAN 6615 BROOKSIDE ROAD KANSAS CITY MO 64113 CO-TRUSTEE, 16.00 136608 0 0 JOHN G HOULEHAN 2209 W 131ST STREET LEAWOOD KS 66209 CO-TRUSTEE, 16.00 136608 0 0 NONE NONE N/A 16846510 907381 8500 17762391 17762391 266436 17495955 874798 874798 17505 17505 857293 857293 857293 1023902 1023902 857293 369385 378285 250684 307626 210647 1516627 1023902 857293 166609 1683236 0 369385 1313851 378285 250684 307626 210647 166609 X ALPHAPOINTE ASSOCIATION FOR THE BLI 7501 PROSPECT KANSAS CITY MO 64132 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 7000 ALZHEIMER'S ASSOC - HEART OF AMERIC 3846 W 75TH STREET PRAIRIE VILLAGE KS 66208 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 20000 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1000 AMERICAN HEART ASSOCIATION 6800 93RD STREET OVERLAND PARK KS 66212 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 ANGEL FLIGHT CENTRAL 10 RICHARDS RD KANSAS CITY MO 64116 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 ARTHRITIS FOUNDATION 1900 W 75TH STREET 200 PRAIRIE VILLAGE KS 66208 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 AUTOINFLAMMATORY ALLIANCE PO BOX 590354 SAN FRANCISCO CA 94159 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1000 AVILA UNIVERSITY 11901 WORNALL RD KANSAS CITY MO 64145 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 20000 BENEDICTINE COLLEGE 1020 NORTH 2ND ST ATCHISON KS 66002 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 2500 BIG BROTHERS AND BIG SISTERS 1709 WALNUT ST KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2000 BIRTHRIGHT OF KANSAS CITY 6309 WALNUT ST KANSAS CITY MO 64113 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1000 BISHOP MIEGE HIGH SCHOOL 5041 REINHART DR SHAWNEE MISSION KS 66205 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 27000 BISHOP SULLIVAN CENTER 3936 TROOST AVE KANSAS CITY MO 64110 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 20000 BLUE RIVER ELEMENTARY PTO 5101 W 163RD TERRACE STILWELL KS 66085 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 15000 BLUE VALLEY MIDDLE SCHOOL PTO 5001 W 163RD TER OVERLAND PARK KS 66085 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 10000 BV NORTH MUSTANG GRIDIRON CLUB 814 W 139TH TER OVERLAND PARK KS 66224 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1000 BOB WOODRUFF FOUNDATION 4628 VERNON BOULEVARD 53 LONG ISLAND CITY NY 11101 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 BRIGHT FUTURES FUND PO BOX 419037 KANSAS CITY MO 64141 N/A PUB. CHARITY FINCL SUPPORT OF EDUC/RELIG ORG. 5000 CATHOLIC CHARITIES OF NE KANSAS 9720 WEST 87TH STREET OVERLAND PARK KS 66212 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2500 CHILDREN'S MERCY HOSPITAL 2401 GILHAM RD KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 27500 CHORDOMA FOUNDATION PO BOX 2127 DURHAM NC 27702 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2500 CITY UNION MISSION 1100 EAST 11TH STREET KANSAS CITY MO 64106 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 CONCEPTION ABBEY 37174 STATE HIGHWAY VV CONCEPTION MO 64433 N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 10000 CRISTO REY 211 W LINWOOD BLVD KANSAS CITY MO 64111 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 21741 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 10000 DON BOSCO SENIOR CENTER 580 CAMPBELL STREET KANSAS CITY MO 64106 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 7000 DONNELLY COLLEGE 608 N 18TH ST KANSAS CITY KS 66102 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 10000 EQUITYPERIOD 4413 W 69TH TER PRAIRIE VILLAGE KS 66208 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 1500 FARNAN SPIRITUALITY CENTER 4309 NW BRIARWOOD DR BLUE SPRINGS MO 64015 N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 6000 FATHER FLANAGANS BOYS HOME 14153 GRODINSKY CIR SUITE 200 BOYS TOWN NE 68010 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 10000 FIRST CALL 9091 STATE LINE RD KANSAS CITY MO 64114 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 FRIENDS OF THE ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 5000 GABRIEL PROJECT KC 12615 PARALLEL PKWY KANSAS CITY KS 66109 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 10000 GIVING THE BASICS 3150 MERCIER ST KANSAS CITY MO 64111 N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 2500 GUIDING EYES FOR THE BLIND PO BOX 97007 WASHINGTON DC 20090 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 HAPPY BOTTOMS 303 W 79TH STREET KANSAS CITY MO 64114 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2000 HARVESTERS 3801 TOPPING AVE KANSAS CITY MO 64129 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 HOME RUN CLUB INC 6001 W 159TH ST STILWELL KS 66085 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 HORIZON ACADEMY 4901 REINHARDT DR ROELAND PARK KS 66205 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 2500 JDRF KANSAS CITY 215 W PERSHING RD 300 KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 5000 JOSEPH PEDROTTI MEMORIAL FOUNDATION 5855 BEVERLY AVE STE A MISSION KS 66202 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 2000 JOURNEY TO NEW LIFE 3120 TROOST AVE KANSAS CITY MO 64109 N/A PUB. CHARITY FINCL SUPPORT OF PUBLIC CHARITY 5000 KANSAS CITY GIRLS PREP ACADEMY 5000 EAST 17TH STREET KANSAS CITY MO 64127 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 10000 KANSAS CITY HOSPICE 1500 MEADOW LN PKWY KANSAS CITY MO 64114 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 KAUFFMAN CENTER FOR THE PERFORMING 1601 BROADWAY BLVD KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 25000 KCPT 125 E 31ST STREET KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2500 KEEP THE SPARK ALIVE 12525 GRAND AVE KANSAS CITY MO 64145 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2500 KNOW THE GLOW 528 PALISADES DRIVE 199 PACIFIC PALISADES CA 90272 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 LEAWOOD ROTARY CHARITABLE FDN PO BOX 6608 LEAWOOD KS 66206 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 5000 LUCKY 13 RESCUE 119 W GREGORY BLVD 7907 KANSAS CITY MO 64114 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 14000 MAGNIFICAT HIGH SCHOOL 20770 HILLIARD BLVD ROCKY RIVER OH 44116 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 10000 MICHAEL J FOX FOUNDATION PO BOX 5014 HAGERSTOWN MD 21741 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 NATIONAL WORLD WAR I MUSEUM AND MEM 2 MEMORIAL DR SUITE 5100 KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 15000 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE ST NEW ORLEANS LA 70130 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 NOTRE DAME DE SION 10631 WORNALL RD KANSAS CITY MO 64114 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 34000 NOURISH KC 750 THE PASEO KANSAS CITY MO 64106 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2500 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 OUR LADY OF PERPETUAL HELP - REDEMP 3333 BROADWAY KANSAS CITY MO 64111 N/A RELIG. ORG. FINCL SUPPORT OF RELIGIOUS ORG. 10000 PLAZA ACADEMY 3930 BROADWAY BLVD KANSAS CITY MO 64111 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 3000 REDA EDUCATIONAL FOUNDATION 9218 METCALF AVE OVERLAND PARK KS 66212 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 1000 REDEMPTORIST SOCIAL SERVICES 207 LINWOOD BLVD KANSAS CITY MO 64111 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 RESURRECTION CATHOLIC SCHOOL 425 N 15TH STREET KANSAS CITY KS 66102 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 5000 ROBERT J MOHART EDUCATION FDN 6407 MORNINGSIDE DR KANSAS CITY MO 64113 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 2000 ROCKHURST HIGH SCHOOL 9301 STATE LINE RD KANSAS CITY MO 64114 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 64000 ROCKHURST UNIVERSITY 1100 ROCKHURST RD KANSAS CITY MO 64110 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 11000 RONALD MCDONALD HOUSE 2502 CHERRY STREET KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 SAMUEL U RODGERS HEALTH CENTER 825 EUCLID AVE KANSAS CITY MO 64124 N/A MED. CARE FINCL SUPPORT OF MED RESEARCH/CARE 5000 SLC6A1 CONNECT 18600 E 37TH TERR INDEPENDENCE MO 64057 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 1000 ST CLEMENT HEALTHCARE CENTER 300 LIGUORI DR LIGUORI MO 63057 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 10000 ST JUDE'S CHILDREN'S RESEARCH HOSP 262 DANNY THOMAS PLACE MEMPHIS TN 38105 N/A HOSPITAL FINCL SUPPORT OF HOSPITAL 10000 ST LUKE'S FOUNDATION FBO CRITTENTO 901 E 104TH ST 100S KANSAS CITY MO 64131 N/A MED. CARE FINCL SUPPORT OF MED RESEARCH/CARE 20000 ST MICHAEL THE ARCHANGEL CATHOLIC 14201 NALL AVE OVERLAND PARK KS 66223 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 11500 ST PETER'S CATHOLIC CHURCH 6415 HOLMES KANSAS CITY MO 64131 N/A EDU/REL ORG. FINCL SUPPORT OF CHURCH & SCHOOL 20000 ST PETER'S CATHOLIC SCHOOL 6415 HOLMES KANSAS CITY MO 64131 N/A EDU/REL ORG. FINCL SUPPORT OF CHURCH & SCHOOL 7000 ST TERESA'S ACADEMY 5600 MAIN ST KANSAS CITY MO 64113 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 10000 ST THOMAS AQUINAS 11411 PFLUMM RD OVERLAND PARK KS 66215 N/A EDUC. ORG. FINCL SUPPORT OF EDUCATIONAL ORG. 1000 ST THOMAS MORE CATHOLIC CHURCH 11822 HOLMES KANSAS CITY MO 64131 N/A EDU/REL ORG. FINCL SUPPORT OF CHURCH & SCHOOL 1500 STEPS OF FAITH 31 W 31ST STREET KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2000 THE CENTER FOR DEVELOPMENTALLY DISA 9150 E 41ST TER 213 KANSAS CITY MO 64133 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 5000 THE CHILDREN'S PLACE 6401 ROCKHILL ROAD KANSAS CITY MO 64131 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 12500 THE FIRST TEE OF KC 7501 BLUE RIVER RD KANSAS CITY MO 64132 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 1000 THE NELSON GALLERY FOUNDATION 4525 OAK STREET KANSAS CITY MO 64111 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 THE RABBIT HOLE 919 EAST 14TH AVE NORTH KANSAS CITY MO 64116 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 TRUMAN LIBRARY INSTITUTE 5151 TROOST AVE KANSAS CITY MO 64110 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG 10000 UNION STATION KANSAS CITY 30 WEST PERSHING RD KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 VETERANS OF FOREIGN WARS 406 W 34TH STREET KANSAS CITY MO 64111 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 VITAE SOCIETY 1731 SOUTHRIDGE DR JEFFERSON CITY MO 65109 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 2500 WONDERSCOPE MUSEUM 433 E RED BRIDGE RD KANSAS CITY MO 64131 N/A PUB. CHARITY FINCL SUPPORT OF THE MUSEUM 10000 WOUNDED WARRIORS PROJECT 4899 BELFORT ROAD JACKSONVILLE FL 32256 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 10000 YMCA OF GREATER KC 3100 BROADWAY STREET KANSAS CITY MO 64111 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 YOUTH SYMPHONY OF KANSAS CITY 209 W 18TH STREET KANSAS CITY MO 64108 N/A PUB. CHARITY FINCL SUPPORT OF CHARITABLE ORG. 5000 820000 14 135494 14 258329 14 1029335 1423158 1423158 false false false false false false false false false false ACCOUNTING, TAX & CONSULTING 6100 3050 3050 SEE STATEMENTS ATTACHED - - CORPORATE BONDS (FIXED INCOME) 2868757 2767924 SEE STATEMENTS ATTACHED - EQUITIES 5287827 11427266 ACCRUED INCOME AT COST 38290 PREPAID FEDERAL EXCISE TAX/INV INC 8313 8500 8500 BOOK/TAX REPORTING DIFF 6555 COUNTRY CLUB TRUST CO - INV AGENCY / TRUST ADMIN FE 72009 72009 KATIE MAHER - ADMINISTRATIVE SERVICES 3600 3600 MEGAN TIMMONS - ADMINISTRATIVE SERVICES 6000 6000 FOREIGN TAXES 6800 6800