2025-10-07T07:32:19-05:00 2025-05-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2024-06-01 326176805 THE STOWERS FOUNDATION STOW 9133125667 6731 W 121ST STE 206 LEAWOOD KS 66209 WENDY B MARVIN TRUSTEE 9133125667 2025-10-06 1 0 JAKE W DEJARNETTE P01934164 8164721122 2024 2025-03-06 01:10:19Z X 204045463 X 109021921 9280516 8582962 1319816 48995912 1319816 2804816 2795271 0 122427069 12698049 0 0 0 0 0 56899 28450 0 28449 214360 1129 0 0 2507 0 0 2507 533919 533898 0 2 807685 563477 0 30958 6832873 6832873 7640558 563477 0 6863831 114786511 12134572 0 2119000 3460747 3460747 101838 103313 103313 59248999 143439810 143439810 27387711 57041593 57041593 88857548 204045463 204045463 0 0 X 0 0 0 0 88857548 204045463 88857548 204045463 88857548 204045463 88857548 114786511 401404 204045463 0 204045463 NET SHORT-TERM GAIN(LOSS) FROM PARTNERSHIPS, S CORPORATIONS AND OTHER FIDUCI P 998 -998 -998 NET LONG-TERM GAIN(LOSS) FROM PARTNERSHIPS, S CORPORATIONS AND OTHER FIDUCIA P 218522 -218522 -218522 PUBLICLY TRADED SECURITIES P 2025-05-31 46503002 47456576 -953574 -953574 CAPITAL GAINS DIVIDENDS P 2492910 2492910 2492910 1319816 168671 0 168671 0 168671 183799 0 0 0 183799 X 0 15128 15128 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 1 0 1 1 N/A WENDY B MARVIN 9133125667 6731 W 121ST STE 206 LEAWOOD KS 66209 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA STOWERS 6731 W 121ST STE 206 LEAWOOD KS 66209 TRUSTEE 2.00 0 0 0 WENDY B MARVIN 6731 W 121ST STE 206 LEAWOOD KS 66209 TRUSTEE 2.00 0 0 0 KATHLEEN STOWERS POTTER 6731 W 121ST STE 206 LEAWOOD KS 66209 TRUSTEE 2.00 0 0 0 JAMES E STOWERS III 6731 W 121ST STE 206 LEAWOOD KS 66209 TRUSTEE 2.00 0 0 0 NONE 0 WENDY MARVIN LAW OFFICE 6731 W 121ST STREET SUITE 206 LEAWOOD KS 66209 LEGAL 56899 0 THE FOUNDATION PROVIDES FINANCIAL SUPPORT TO STOWERS INSTITUTE FOR MEDICAL RESEARCH FOR PUBLIC OUTREACH EDUCATION AND COMMUNICATION PROGRAMS AND TO PROVIDE SUPPORT TO OTHER QUALIFIED CHARITABLE ORGANIZATIONS. 0 FINANCIAL SUPPORT IS PROVIDED TO PROGRAMS WHICH ARE APPROVED IN ADVANCE BY THE TRUSTEES IN THEIR ABSOLUTE DISCRETION. 0 THERE WERE NO DIRECT EXPENSES INCURRED IN MAKING THESE DONATIONS. 0 0 180113941 10037362 2050427 192201730 0 0 192201730 2883026 189318704 9465935 9465935 168671 16066 184737 9281198 0 9281198 0 9281198 6863831 0 6863831 9281198 0 0 118757 798315 271673 1544763 2113257 4846765 6863831 0 0 0 6863831 0 2417367 2417367 2429398 0 0 0 0 0 0 0 2429398 316141 2113257 X CHILDREN'S MERCY HOSPITAL 2401 GILLIAM ROAD KANSAS CITY MO 64108 NONE PC KIDS FIRST PEDIATRIC GENOMIC PROJECT 500000 ELEVATE METRO KANSAS CITY PO BOX 4477 OVERLAND PARK KS 66204 NONE PC GENERAL OPERATIONS 25000 FIRST CALL 4330 ROCKHILL ROAD KANSAS CITY MO 64110 NONE PC TO FUND GENERAL OPERATIONS-CIVIC. 175000 GORDON PARKS ELEMENTARY SCHOOL 3715 WYOMING ST KANSAS CITY MO 64111 NONE PC TO FUND OPERATION OF THE SCHOOL. 450000 HIGGINS BROTHERS SUGICENTER FOR HOPE FUND 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 NONE PC TO FUND SECURITY SERVICES FOR CAMPUS 50000 HIGGINS BROTHERS SUGICENTER FOR HOPE FUND 1055 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 NONE PC TO FUND GENERAL OPERATIONS 100000 KANSAS MISSOURI MENTAL HEALTH COLLABORATIVE 6631 MISSION RD PRAIRIE VILLAGE KS 66208 NONE PC TO FUND GENERAL OPERATIONS 30000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 NONE PC GIFT TO ENDOWMENT IN HONOR OF SISTERS BERTA AND CORITA 1000000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 NONE PC TO FUND CAPITAL CAMPAIGN FOR PURCHASE OF NEW BUILDING & FUNDING OF GENERAL OPERATIONS. 133103 ROSE BROOKS PO BOX 320599 KANSAS CITY MO 64132 NONE PC TO FUND GENERAL OPERATIONS 300000 STOWERS INSTITUTE FOR MEDICAL RESEARCH 1000 E 50TH STREET KANSAS CITY MO 64110 NONE PC GRANT TO PAY FOR PORTRAIT OF FOUNDERS 38000 UMKC 5000 HOLMES ST KANSAS CITY MO 64110 NONE PC TO FUND GENERAL OPERATIONS 15000 UNITED WE 2100 CENTRAL STREET SUITE 11E KANSAS CITY MO 64108 NONE PC WOMENS' ECONOMIC DEVELOPMENT INITIATIVES 25000 VPKJL FUND 1005 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 NONE PC TO FUND GENERAL OPERATIONS 1000000 VPKJL FUND 1005 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 NONE PC TO FUND GENERAL OPERATIONS 150000 VPKJL FUND 1005 BROADWAY BLVD SUITE 130 KANSAS CITY MO 64105 NONE PC TO FUND GENERAL OPERATIONS 500000 WARREN VILLAGE 1323 GILPIN STREET DENVER CO 80218 NONE PC TO FUND GENERAL OPERATIONS 250000 THE PHOENIX 2239 CHAMPA STREET DENVER CO 80205 NONE PC TO FUND CAPITAL CAMPAIGN 50000 KANSAS CITY FARM SCHOOL AT GIBBS ROAD 4223 GIBBS ROAD KANSAS CITY MO 66106 NONE PC TO FUND FARMERS ON THE RISE PROGRAM 100000 SCRIPPS TRANSLATIONAL SCIENCE INSTITUTE 3344 N TORREY PINES CT LA JOLLA CA 92037 NONE PC TO FUND MYGENE RANK DEVELOPMENT 250000 STOWERS INSTITUTE FOR MEDICAL RESEARCH 1000 E 50TH STREET KANSAS CITY MO 64110 NONE PC GRANT TO PAY FOR PORTRAIT OF MURDERED INSTITUTE MEMBERS 19000 STOWERS INSTITUTE FOR MEDICAL RESEARCH 1000 E 50TH STREET KANSAS CITY MO 64110 NONE PC TO FUND COMMUNICATION AND OUTREACH ACTIVITIES AT THE SCHOOL. 1027770 VALLEY HOPE FOUNDATION 103 S WABASH AVE NORTON KS 67654 NONE PC TO FUND BRIDGE TO RECOVERY PROGRAM 250000 PAWSPERITY 5805 TROOST AVE KANSAS CITY MO 64110 NONE PC TO FUND GENERAL OPERATIONS 25000 DENVER SOUTH PTSA 1700 E LOUISIANA AVE DENVER CO 80210 NONE PC TO FUND GIVING GROCERY PROGRAM 20000 FORGING YOUTH RESILIENCE 950 S CHERRY ST SUITE 1140 DENVER CO 80246 NONE PC TO FUND CAMP FYR PROGRAM 50000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 NONE PC TO FUND GENERAL OPERATIONS 300000 6832873 0 14 9280516 01 2804816 18 1319816 0 13405148 0 13405148 0 0 0 0 0 0 0 0 0 0 X X 1 VIRGINIA G STOWERS REVOCABLE TRUST DTD 10-21-83 393 WEST 46TH STREET SUITE 210 KANSAS CITY MO 64112 109021921 X X 1 AMMC CLO 22, LIMITED SER 22 CL D 475597 2024-07-17 1 AIMCO CLO 10 LTD SER CL ARR 502051 2024-07-17 1 ANCHORAGE CREDIT SER 3 CL BR 434332 2024-07-17 1 ARES XXXIV R CLO SER CL AR3 520598 2024-07-17 1 BBCMS MTG TR SER 2019-BWAY CL D 4268 2024-07-17 1 BFLD TRUST 2021-FPM SER 2021-FPM CL A 236502 2024-07-17 1 BPR TR 2022-OANA SER 2022-OANA CL A 237272 2024-07-17 1 BALLYROCK CLO 2018-1 SER CL D 356356 2024-07-17 1 BABSN 2017-1A D SER 2017-1A CL D 238041 2024-07-17 1 BARINGS CLO LTD SER CL C 230990 2024-07-17 1 BATTALION CLO X LTD SER US CL CR2 341753 2024-07-17 1 BENEFIT STREET SER XII CL A1R 420756 2024-07-17 1 CIFC 2014-2RA A1 SER 2014-2RA CL A1 120975 2024-07-17 1 CIFC FUNDING 2018-I, SER 2018-I CL A 572448 2024-07-17 1 CIFC FUNDING 2018-I, SER 2018-I CL C 239463 2024-07-17 1 CARLYLE GLOBAL SER 2014-1 CL DR 236646 2024-07-17 1 CORE 2019-CORE SER 2019-CORE CL B 10475 2024-07-17 1 DENALI CAPITAL CLO SER XII CL DR 235174 2024-07-17 1 DRYDEN 45 SENIOR SER 45 CL DR 238620 2024-07-17 1 ELMWOOD CLO IV LTD. SER IV CL AR 501806 2024-07-17 1 FLATIRON CLO 24 LTD. SER 24 CL D 483346 2024-07-17 1 FLATIRON CLO 19 LTD SER 19 CL AR 712966 2024-07-17 1 GALAXY XV CLO LTD SER XV CL ARR 389346 2024-07-17 1 GALAXY XXIV CLO, SER XXIV CL AR 12 2024-07-17 1 HIGHBRIDGE LOAN SER CL DR 118503 2024-07-17 1 LCM XXIV LTD SER CL AR 391404 2024-07-17 1 MADISON PARK FUNDING SER CL DR 472783 2024-07-17 1 MARATHON CLO XII SER XII CL C 494001 2024-07-17 1 OHA CR PATNS VII SER 2012-7R3 476559 2024-07-17 1 OCP CLO 2014-6 LTD SER 2014-6 CL CR 519272 2024-07-17 1 OCP CLO 2014-6 LTD SER 2014-6 CL BR2 780218 2024-07-17 1 OCTAGON INVESTMENT SER 33 CL C 236709 2024-07-17 1 OCTAGON INVESTMENT 2017-31RR 448520 2024-07-17 1 OHA CREDIT PARTNERS SER CL D2R 357380 2024-07-17 1 PALMER SQUARE CLO SER CL X 495755 2024-07-17 1 ROMARK WM-R LTD. SER WM-R CL A1 842403 2024-07-17 1 SCULPTOR CLO XXVII, SER XXVII CL D 356179 2024-07-17 1 SOUND POINT CLO XXII SER XXII CL DR 226876 2024-07-17 1 WINDR 2014-1A ARR SER 2014-1A CL ARR 299790 2024-07-17 1 THL CREDIT WIND SER 2014-3 CL DR2 232117 2024-07-17 1 VOYA CLO 2013-2 LTD SER 2013-2 CL A1R 305336 2024-07-17 1 INGIM 2013-2A CR SER 2013-2A CL CR 346149 2024-07-17 1 VOYA CLO 2013-2 LTD SER 2013-2 CL A1R 233219 2024-07-17 1 VOYA CLO 2018-2 LTD SER 2018-2 CL D 354233 2024-07-17 1 VOYA CLO 2019-1 LTD SER 2019-1 CL AR 471384 2024-07-17 1 WIND RIVER 2013-1 SER 2013-1 CL A1R 64073 2024-07-17 1 EATON VANCE CLO SER 2015-1A CL DR 228524 2024-07-17 1 OZLM XXII, LTD. SER XXII CL C 236293 2024-07-17 1 ROCKFORD TOWER CLO SER 2017-3A CL 237705 2024-07-17 1 OZLM XVIII LIMITED SER XVIII CL A 267873 2024-07-17 1 GALAXY XX CLO SER 2015-20A CL AR 329730 2024-07-17 1 VOYA CLO 2015-1 LTD SER 2015-1A CL 579650 2024-07-17 1 AMERICAN CENTURY ONE CHOICE INRETIR CL I 11700949 2024-07-26 1 AMERICAN CENTURY FOCUSED GLBL GR INVS 2718768 2024-07-26 1 FIDELITY FREEDOM 2025 7109779 2024-07-26 1 FIDELITY STRATEGIC DIVIDEND & INCOME 10649193 2024-07-26 1 FIDELITY FREEDOM 2020 8400877 2024-07-26 1 FIMM TREASURY PORTFOLIO: CL I 5337557 2024-07-26 1 FIMM TREASURY PORTFOLIO: CL I 21220 2024-07-26 1 GUILFORD CAPITAL CREDIT II LP 3505037 2024-07-26 1 GUILFORD CAPITAL CREDIT III LP 10579068 2024-07-26 1 MANNING & NAPIER RAINIER INTL DISCV I 1684675 2024-07-26 1 PALMER SQUARE PRIVATE CREDIT FUND 4210596 2024-07-26 1 PALMER SQUARE OPPORTUNISTIC CREDIT 10225712 2024-07-26 1 PALMER SQUARE CAPITAL BDC INC COM 2241118 2024-07-26 1 PALMER SQUARE CAPITAL BDC INC 4115523 2024-07-26 1 PALMER SQUARE PRIVATE CREDIT FUND 224730 2024-08-07 1 PALMER SQUARE PRIVATE CREDIT FUND 107760 2024-08-16 AMERICAN CENTURY FOCUSED GLBL GR I 11399873 11399873 AMERICAN CENTURY ONE CHOICE INRETIR 22336758 22336758 AMERICAN CENTURY SECURITIES 11486157 11486157 AIMCO CLO 10 LTD SER 10 CL ARR 1002279 1002279 ANCHORAGE CREDIT SER 3 CL 789777 789777 BARINGS CLO LTD. SER 2024-V CL D1 498136 498136 BATTALION CLO X SER US CL 621260 621260 BATTALION CLO XI LTD SER XI CL AR 1000764 1000764 BATTALION CLO XV LTD SER XV CL A1R 1410125 1410125 BBCMS MTG TR SER 2019-BWAY 3852 3852 BENEFIT STREET SER CL D1R 747334 747334 BFLD TRUST 2021-FPM SER 429647 429647 BPR TR 2022-OANA SER 428422 428422 CARLYLE GLOBAL SER 2014-1 CL 427546 427546 CARLYLE GLOBAL SER 2012-4 CL DR3 748126 748126 CARVAL CLO II LTD. SER II CL AR2 1462192 1462192 CEDAR FUNDING XII SER XII CL ARR 998398 998398 CIFC FUNDING 2018-I SER 2018 -I CL A 751598 751598 CIFC FUNDING SER 2022-III CL B 1000493 1000493 EATON VANCE CLO SER 2015-1A 421557 421557 ELEVATION CLO SER 2018-10 CL AR 652291 652291 ELMWOOD CLO IV LTD. SER IV CL AR 826983 826983 FIDELITY STRATEGIC DIVIDEND & INCOME 21077613 21077613 FIDELITY FREEDOM 2025 7581335 7581335 FIDELITY FREEDOM 2020 8924253 8924253 GALAXY XV CLO, LTD SER XV CL 30653 30653 GALAXY XX CLO SER 2015-20A CL 75305 75305 GALAXY XXIV CLO, SER XXIV CL AR 1003037 1003037 HPS LOAN MANAGEMENT SER CL CR 1002816 1002816 HPS LOAN MANAGEMENT SER CL D3R 247237 247237 INGIM 2013-2A CR SER 2013-2A CL 645629 645629 MAGNETITE XXVI, SER XXVI CL D1R 991486 991486 MAGNETITE XXVIII, SER CL DRR 490423 490423 NEUBERGER BERMAN SER 574981 574981 OCP CLO 2020-18, LTD SER CL 1R2 751082 751082 OZLM XXII, LTD. SER XXII CL C 428723 428723 OZLM XVIII LIMITED SER XVIII CL 228730 228730 ROCKFORD TOWER CLO SER 430169 430169 ROMARK VM-R LTD SER WM-R CL A1 853686 853686 REGATTA XVI FUNDING SER CL CR 495494 495494 REGATTA XXI FDG LTD SER CL D1R 500736 500736 SCULPTOR CLO XXVII, SER CL D 486977 486977 THL CREDIT WIND SER 2014-3 CL 430528 430528 THL CREDIT WIND SER 2014-1 CL BRR 999945 999945 VOYA CLO 2013-1, SER 2013-1 CL 429318 429318 VOYA CLO 2013-2 LTD SER 2013-2 CL A1R 175688 175688 VENTURE 38 CLO, SER CL ARR 878370 878370 WINDR 2014-1A ARR SER 2014-1A CL ARR 31160 31160 VOYA CLO 2018-2 LTD SER 2018-2 CL D 633459 633459 FIMM TREASURY PORTFOLIO: CL I 14845470 14845470 LCM XXIV LTD SER CL AR 58785 58785 VOYA CLO 2019-1 LTD SER 2019-1 751265 751265 FLATIRON CLO 24 LTD. SER 24 CL D 868795 868795 PALMER SQUARE CLO SER 2018-2 CL CR 996850 996850 PALMER SQUARE CLO SER 2018-1 CL X 745737 745737 ARES XXXIV R CLO SER CL AR3 940243 940243 ARES XXXIX CLO LTD. SER XXXIX CL AR3 1002652 1002652 UPLAND CLO LTD SER CL AAR 539534 539534 MARBLE POINT CLO LTD SER 2019-15R2 497570 497570 TRESTLES CLO VI, LTD SER VI CL A1R 997000 997000 PALMER SQUARE CAPITAL BDC INC COM 11353508 11353508 103313 103313 0 0 LEGAL FEES 56899 28450 0 28449 WATERCREDIT INVESMENT FUND 3 1180344 1165667 1165667 PALMER SQUARE CAPITAL BDC INC. 6314392 0 0 PALMER SQUARE OPPORTUNISTIC CR 4633305 16363883 16363883 GUILFORD CAPITAL CREDIT II OFF 2727710 7079491 7079491 GLOBAL ACCESS OFFSHORE FUND 914294 855329 855329 PALMER SQUARE PRIVATE CREDIT FUND 3274589 10387887 10387887 GUILFORD CAPITAL CREDIT III LP 8343077 21185589 21185589 GKB GROWTH EQUITY FUND II LP 0 3747 3747 BANK FEES 5 3 0 2 FIDELITY #1198 TRANSACTION FEE 30 30 0 0 INVESTMENT EXPENSES 533865 533865 0 0 KS TAX PENALTY 19 0 0 0 GLOBAL ACCESS OFFSHORE FUND - ORDINARY INCOME 57994 57994 PALMER SQUARE BDC ADVISOR - ORDINARY INCOME 61913 61913 PALMER SQUARE PRIVATE CREDIT FUND - ORDINARY INCOME 80052 80052 FEDERAL TAX REFUND 9545 0 GUILFORD III - ORDINARY INCOME 2530312 2530312 WATERCREDIT INVESTMENT FUND III - ORDINARY INCOME 65000 65000 ADJUSTMENT TO FAIR MARKET VALUE 401404 VIRGINIA G STOWERS REVOCABLE TRUST DTD 10-21-83 393 WEST 46TH STREET SUITE 210 KANSAS CITY MO 64112 US TREASURY 2024 EST. PMTS 207200 0 0 0 US TREASURY 2023 PMTS 6031 0 0 0 STATE 2023 PMTS 1129 1129 0 0