2025-12-15T15:13:12-06:00 2024-12-31 923463660 THE RETIREMENT PLANNING GROUP LLC 11460 TOMAHAWK CREEK PKWY SUITE 400 LEAWOOD KS 66211 990PF 2024-01-01 263879502 CERWICK FAMILY FOUNDATION CERW 9136486440 3020 W 69TH STREET MISSION HILLS KS 66208 JOEL CERWICK TRUSTEE 9136486440 2025-11-24 1 0 MEREDITH N DICKINSON CPA P00570471 9139069898 2024 2025-03-06 01:10:19Z X 4509833 X X 2948 2948 94861 94861 543240 576226 543240 641049 641049 0 0 0 0 0 2750 1375 0 0 22887 22887 0 0 2780 0 0 0 3693 1847 0 0 32110 26109 0 0 185750 185750 217860 26109 0 185750 423189 614940 0 13193 458140 458140 4104789 4035065 4035065 28152 16628 16628 4146134 4509833 4509833 0 0 X 0 0 0 0 4146134 4509833 4146134 4509833 4146134 4509833 4146134 423189 0 4569323 59490 4509833 ELI LILLY & CO 2010-02-09 2024-03-07 175775 7873 167902 167902 ELI LILLY & CO 2010-02-09 2024-04-08 388516 17496 371020 371020 MERCK CALL OPTIONS 2024-01-01 2024-11-15 954 954 954 APAHCHE FINANCE 2020-04-07 2024-12-06 10981 7617 3364 3364 543240 954 8548 0 8548 0 8548 0 0 0 0 0 479 9027 0 0 0 0 0 0 0 0 0 0 1 1 KS 0 0 0 0 0 1 N/A JOEL A CERWICK 9136486440 3020 W 69TH STREET MISSION HILLS KS 66208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOEL CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 JUDITH CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 BRIGETTE CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 ALAN CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4198423 453466 0 4651889 0 0 4651889 69778 4582111 229106 229106 8548 8548 220558 0 220558 0 220558 185750 0 185750 220558 182223 0 0 185750 182223 0 0 3527 0 0 0 0 0 0 0 0 217031 0 0 0 JOEL CERWICK JUDITH CERWICK X BOYS & GIRLS CLUB - KCMO 4001 BLUE PARKWAY STE 102 KANSAS CITY MO 64130 NONE PC GENERAL OPERATING FUND - CIVIC 47000 WWI MUSEUM FOUNDATION 100 W 26TH KANSAS CITY MO 64108 NONE PC GENERAL OPERATING FUND - CIVIC 25200 UNIVERSITY OF ST MARY 4100 S 4TH STREET LEAVENWORTH KS 66048 NONE PC GENERAL OPERATING FUND - EDUCATION 4900 MARTIN LUTHER ACADEMY 7112 N OVERLAND PARK DR KANSAS CITY MO 64151 NONE PC GENERAL OPERATING FUND - EDUCATION 3500 ADVICE & AID PREGNANCY CENTER 10901 GRANADA LANE OVERLAND PARK KS 66211 NONE PC GENERAL OPERATING FUND - CIVIC 1000 BETHANY LUTHERN CHURCH 9101 LAMAR AVENUE OVERLAND PARK KS 66207 NONE PC GENERAL OPERATING FUND - RELIGIOUS 104150 185750 0 14 2948 14 94861 18 543240 0 641049 0 641049 0 0 0 0 0 0 0 0 0 0 TAX PREP 2750 1375 0 0 FOUNDATION IS EXEMPT FROM FILING UNDER KANSAS REGULATIONS. AMERADA HESS CORP 16628 16628 ABBOTT LABORATORIES 56555 56555 ADR BP PLC 23648 23648 ADR GSK PLC 27056 27056 ADR RIO TINTO PLC 11762 11762 ADR SHELL PLC 50120 50120 ALLSTATE CORP 96395 96395 APA CORP 9236 9236 ARCHER-DANIELS-MIDLAND CO 25260 25260 ARTHUR J. GALLAGER & CO. 425775 425775 AT&T INC 13662 13662 BAXTER INTL INC 11664 11664 CHEVRON CORP 72420 72420 CINCINNATI FINANCIAL CORP 71850 71850 CLOROX CO 48723 48723 COCA COLA CO 62260 62260 CONOCOPHILLIPS 49585 49585 COSTCO WHSL CORP 274881 274881 ELI LILLY & CO 386000 386000 EXXON-MOBIL CORP 53785 53785 GENERAL DYNAMICS CORP 184443 184443 HELMERICH & PAYNE INC 32020 32020 HESS CORP 133010 133010 INTEL CORP 30075 30075 JOHNSON & JOHNSON 72310 72310 KIMBERLY-CLARK CORP 65520 65520 KINDER MORGAN INC DEL 27400 27400 LIONS GATE ENTERTAINMENT C A VOTING 128527 128527 LIONS GATE ENTERTAINMENT C B VOTING 113628 113628 MERCK & CO INC NEW 99480 99480 MICROSOFT CORP 632250 632250 PEPSICO INC 106442 106442 PFIZER INC. 13265 13265 PHILLIPS 66 11393 11393 PROCTER & GAMBLE CO. 100590 100590 REPUBLIC SERVICES 40236 40236 SCHLUMBERGER LTD 15336 15336 VERIZON COMMUNICATIONS 19995 19995 WALMART STORES INC. 216840 216840 WASTE MGMT INC. 121074 121074 KELLANOVA 12146 12146 RTX CORPORATION 81004 81004 NEWMONT CORPORATION 7444 7444 BOOK TO FMV ADJUSTMENT 59490 BANK FEES 3693 1847 0 0 MANAGEMENT FEES 22887 22887 0 0 FEDERAL INCOME 2780 0 0 0