2025-05-27T10:53:53-05:00 2024-12-31 651164012 PROSPERITY PARTNERS 11300 TOMAHAWK CREEK PKWY STE 310 LEAWOOD KS 66211 990PF 2024-01-01 203406848 THE LORDI MARKER FAMILY FOUNDATION LORD 8164440330 1216 W 57TH TERRACE KANSAS CITY MO 64113 DENNIS C MARKER SECRETARY 8164440330 2025-05-14 1 0 COURTNEY B JONES P00547684 9136479750 2025-05-13 2024 2025-03-06 01:10:19Z X 17843139 X 2045340 44730 44730 321047 321047 316788 1111034 316788 6226 6226 2734131 688791 0 0 0 4532 2266 2266 5825 0 0 25 0 0 10382 2266 2266 487500 487500 497882 2266 489766 2236249 686525 1658403 1919404 1919404 5420501 6830832 6993227 3732992 4297909 8930508 10811896 13048145 17843139 0 0 X 0 0 0 0 10811896 13048145 10811896 13048145 10811896 13048145 10811896 2236249 0 13048145 0 13048145 AMERICAN EXPRESS 2022-07-13 2024-07-22 250000 250000 0 0 CVS HEALTH CORP COM 2017-12-20 2024-06-21 30440 32632 -2192 -2192 DIAGEO PLC SPON ADR NEW 2013-12-17 2024-06-21 65023 46059 18964 18964 SYNCHRONY 2022-08-16 2024-08-19 200000 200000 0 0 WELLS FARGO BK NA 2022-12-06 2024-12-16 150000 150000 0 0 BOEING CO P 2008-12-12 2024-06-21 88140 36592 51548 51548 DIIAGEO PLC SPON ADR NEW P 2009-12-10 2024-06-21 65023 33969 31054 31054 CVS HEALTH CORP COM P 2008-12-12 2024-06-21 60881 34816 26065 26065 MICROSOFT CORP P 2005-10-10 2024-12-18 112858 6173 106685 106685 VISA INC CL A P 2009-06-16 2024-12-18 80231 4005 76226 76226 CAPITAL GAINS DIVIDENDS P 8438 8438 8438 316788 9543 0 9543 0 9543 15960 0 0 0 15960 0 6417 6417 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A MR DENNIS C MARKER 8164440330 1216 W 57TH TERRACE KANSAS CITY MO 64113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DENNIS C MARKER 1216 W 57TH TERRACE KANSAS CITY MO 64113 DIRECTOR 0.00 0 0 0 SUSAN LORDI MARKER 1216 W 57TH TERRACE KANSAS CITY MO 64113 DIRECTOR 0.00 0 0 0 SARA LORDI MARKER 1216 W 57TH TERRACE KANSAS CITY MO 64113 DIRECTOR 0.00 0 0 0 DAVID MARKER 1216 W 57TH TERRACE KANSAS CITY MO 64113 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 13959423 1603703 0 15563126 0 0 15563126 233447 15329679 766484 766484 9543 9543 756941 0 756941 0 756941 489766 0 489766 756941 0 0 355605 807864 1163469 489766 0 0 0 489766 0 267175 267175 896294 0 0 0 0 0 0 0 896294 88430 807864 MR DENNIS C MARKER 1216 W 57TH TERRACE KANSAS CITY MO 64113 8164440330 WRITTEN REQUEST OUTLINING USE OF FUNDS IF RECEIVED BY YEAR END FOR GRANTS WRITTEN JANUARY 1 TO DECEMBER 31 NONE AMERICAN RED CROSS 211 W ARMOUR BLVD KANSAS CITY MO 64111 N/A PUBLIC OPERATIONS 10000 ANGELS LEFT BEHIND PO BOX 52 BELTON MO 64012 N/A PUBLIC OPERATIONS 2500 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 N/A PUBLIC OPERATIONS 25000 CITY UNION MISSION 1100 E 11TH ST KANSAS CITY MO 64106 N/A PUBLIC OPERATIONS 7500 DEEP ROOTS PO BOX 32131 KANSAS CITY MO 64171 N/A PUBLIC OPERATIONS 5000 GLOBAL BIRTHING HOME FOUNDATION 5000 W 134TH STREET LEAWOOD KS 66209 N/A PUBLIC OPERATIONS 15000 GRASSLAND HERITAGE FOUNDATION PO BOX 394 SHAWNEE MISSION KS 66201 N/A PUBLIC OPERATIONS 10000 GREAT PLAINS SPCA 9800 W 67TH ST MERRIAM KS 66203 N/A PUBLIC OPERATIONS 7500 HARVESTERS COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 64129 N/A PUBLIC OPERATIONS 25000 HEARTLAND CENTER 16965 NW 45 HWY PARKVILLE MO 64152 N/A PUBLIC OPERATIONS 4500 KCUR PUBLIC RADIO 4825 TROOST STE 202 KANSAS CITY MO 64110 N/A PUBLIC OPERATIONS 20000 MISSOURI PRAIRIE FOUNDATION PO BOX 856 MEXICO MO 65265 N/A PUBLIC OPERATIONS 50000 MORGAN COUNTY CARING FOR KIDS PO BOX 392 VERSAILLES MO 65084 N/A PUBLIC OPERATIONS 8500 MORGAN COUNTY HISTORICAL SOCIETY 120 N MONROE VERSAILLES MO 65084 N/A PUBLIC OPERATIONS 3500 NORTH AMERICAN BLUEBIRD PO BOX 7844 BLOOMINGTON IN 47407 N/A PUBLIC OPERATIONS 4000 POWELL GARDENS 1609 NW US HIGHWAY KINGSVILLE MO 64061 N/A PUBLIC OPERATIONS 1000 RAINBOW SCHOOL 7850 HOLMES ROAD KANSAS CITY MO 64131 N/A PUBLIC OPERATIONS 5000 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22313 N/A PUBLIC OPERATIONS 10000 SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 N/A PUBLIC OPERATIONS 10000 SECOND PRESBYTERIAN CHURCH 318 E 55TH STREET KANSAS CITY MO 64113 N/A PUBLIC OPERATIONS 15000 THE CULTURE HOUSE 14808 W 117TH STREET OLATHE KS 66062 N/A PUBLIC OPERATIONS 10000 THE NATURE CONSERVANCY PO BOX 440400 ST LOUIS MO 63144 N/A PUBLIC OPERATIONS 70000 UMKC CONSERVATORY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 N/A PUBLIC OPERATIONS 2500 WESTMINSTER COLLEGE 501 WESTMINSTER AVE FULTON MO 65251 N/A EDUCATION OPERATIONS 10000 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINTON DC 20037 N/A PUBLIC OPERATIONS 32500 ALTON SYMPHONY ORCHESTRA 5800 GODFREY RD GODFREY IL 62035 N/A PUBLIC OPERATIONS 5000 DOMICIAN REPUBLIC MEDICAL PARTNER OF VILLAGE CHURCH 14895 ANTIOCH ROAD OVERLAND PARK KS 66221 N/A PUBLIC OPERATIONS 5000 ENGLEWOOD ARTS 10901 E WINNER RD INDEPENDENCE MO 64052 N/A PUBLIC OPERATIONS 25000 FOOD FOR MORGAN COUNTY 305 W NEWTON ST ST VERSAILLES MO 65084 N/A PUBLIC OPERATIONS 10000 KANSAS CITY BALLET 9415 NALL AVE SUITE 101 PRAIRIE VILLAGE KS 66207 N/A PUBLIC OPERATIONS 25000 KANSAS CITY PUBLIC TELEVISION 125 E 31ST ST KANSAS CITY MO 64108 N/A PUBLIC OPERATIONS 25000 MONARCH WATCH 2021 CONSTANT AVE LAWRENCE KS 66047 N/A PUBLIC OPERATIONS 3000 VERSAILLES UNITED METHODIST CHURCH 210 MONROE ST VERSAILLES MO 65084 N/A PUBLIC OPERATIONS 7500 WAYSIDE WAIFS 3901 W MARTHA TRUMAN RD KANSAS CITY MO 64137 N/A PUBLIC OPERATIONS 12000 KC ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 N/A OPERATIONS 6000 487500 0 14 44730 14 321047 15 6226 18 316788 0 688791 0 688791 0 0 0 0 0 0 0 0 0 0 X X 1 DENNIS C MARKER 1216 W 57TH TERRACE KANSAS CITY MO 64113 516806 X 2 SUSAN LORDI 1216 W 57TH TERRACE KANSAS CITY MO 64113 1528534 X 1 MICROSOFT CORP 112898 2024-12-16 1 APPLE INC 125520 2024-12-16 1 BERKSHIRE HATHAWAY CL-B 113800 2024-12-16 1 ORACLE CORP 85615 2024-12-16 1 VISA INC CL A 78973 2024-12-16 2 VANGUARD FTSE DEVELOPED MKTS E 252850 2024-12-04 2 VANGUARD TTL STK MKT ETF 302450 2024-12-04 2 ISHARES RUSSELL 2000 ETF 240890 2024-12-04 2 ISHARES RUSSELL 1000 VALUE ETF 394740 2024-12-04 2 ISHARES RUSSELL 1000 GRW ETF 102485 2024-12-04 2 SPDR S&P 500 ETF TRUST 91149 2024-12-04 2 VANGUARD REAL ESTATE ETF 143970 2024-12-04 PROSPERITY PARTNERS 4532 2266 2266 MORGAN STANLEY 6830832 6993227 EXCHANGE TRADED AND CLOSED END FUNDS AT COST 3203693 7782013 CERTIFICATES OF DEPOSIT AT COST 800000 805335 MUTUAL FUNDS AT COST 294216 343160 MORGAN STANLEY 25 0 0 ENTERPRISE PRODUCTS 6226 6226 6226 FOREIGN TAX PAID 5825 0 0