2026-03-19T19:32:41-05:00 2025-11-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2024-12-01 486102818 MUCHNIC FOUNDATION MUCH PO BOX 329 ATCHISON KS 660022415 DAVID C MIZE PRESIDENT 2026-02-20 1 0 ERIN S MORGAN P00710515 8164721122 2024 2025-03-06 01:10:19Z X 13736976 X X 1415 1415 598235 598235 371811 1684952 371811 7000 0 0 978461 971461 0 0 0 0 0 8000 8000 0 0 21874 21874 0 0 18758 0 0 0 81012 0 0 81012 10012 0 0 10012 139656 29874 0 91024 587000 587000 726656 29874 0 678024 251805 941587 0 255022 232491 232491 2979478 3253668 13484485 20000 20000 20000 20000 3254500 3506159 13736976 0 0 X 0 0 0 0 3254500 3506159 3254500 3506159 3254500 3506159 3254500 251805 0 3506305 146 3506159 JP MORGAN - ST DETAIL AVAILABLE UPON REQUEST P 2025-01-01 2025-11-30 9607 7487 2120 2120 JP MORGAN - LT DETAIL AVAILABLE UPON REQUEST P 2025-01-01 2025-11-30 1675345 1305654 369691 369691 371811 2120 13088 0 13088 0 13088 12000 0 0 0 12000 0 1088 0 0 0 0 0 0 0 0 0 0 1 1 KS 0 0 0 0 0 0 N/A MR DAVID C MIZE 7193398679 1404 HAWK PARKWAY SUITE 319 MONTROSE CO 81401 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID C MIZE 1404 HAWK PARKWAY SUITE 319 MONTROSE CO 81401 PRESIDENT 1.00 0 0 0 ANNE MIZE 22212 QUEEN ANNE AVENUE NORTH PMB 928 SEATTLE WA 98102 DIRECTOR 1.00 0 0 0 DAPHNE NAN MUCHNIC 2209 W 68TH STREET MISSION HILLS KS 66208 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3803969 374403 9186430 13364802 0 0 13364802 200472 13164330 658217 658217 13088 13088 645129 7000 652129 0 652129 678024 0 678024 652129 43122 0 0 678024 43122 0 0 634902 0 0 0 0 0 0 0 0 17227 0 0 0 X DAVID C MIZE 1404 HAWK PARKWAY SUITE 319 MONTROSE CO 81401 7193398679 NO PARTICULAR FORM - PURPOSE OF APPLICATION - LARGE BROCHURES NOT HELPFUL OCTOBER 31 NONE ALASKA WILDERNESS LEAGUE 12 C STREET NW NO 240 WASHINGTON DC 20001 N/A PC WILD LAND PROTECTION 20000 AMAGANSETT FIRE DEPARTMENT PO BOX 911 AMAGANSETT NY 11930 N/A PC SOCIETAL BENEFIT 1000 AMBER WAVES FARM PO BOX 2623 AMAGANSETT NY 11930 N/A PC AGRICULTURAL EDUCATION 4000 ATCHISON AMELIA EARHART FOUNDATION FUND PO BOX 387 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 ATCHISON AREA COMMUNITY FOUNDATION 104 N 6TH STREET STE 1 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 7500 ATCHISON AREA UNITED WAY 710 SOUTH 9TH ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 ATCHISON ART ASSOCIATION 704 NORTH 4TH ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 72500 ATCHISON COUNTY HISTORICAL SOCIETY PO BOX 201 200 S 10TH ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 2000 ATCHISON FAMILY YMCA 317 COMMERCIAL ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 ATCHISON HOSPITAL AUXILIARY 800 RAVEN HILL ROAD ATCHISON KS 66002 N/A PC MEDICAL PRACTICE 1000 ATCHISON HUMANE SOCIETY 100 N 21ST ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 10000 ATCHISON JUNETEENTH COMMITTEE INC PO BOX 94 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 2500 ATCHISON LIBRARY 401 KANSAS AVE ATCHISON KS 66002 N/A PC EDUCATIONAL 5000 BARD COLLEGE 30 CAMPUS RD ANNANDALEONHUDSON NY 12504 N/A PC EDUCATIONAL 5000 BENEDICTINE COLLEGE 1020 NORTH 2ND ST ATCHISON KS 66002 N/A PC EDUCATIONAL 7500 BLACK CANYON BOYS AND GIRLS CLUB PO BOX 1907 MONTROSE CO 81402 N/A PC SOCIETAL BENEFIT 15000 BOYS & GIRLS CLUB OF GREATER KANSAS CITY 6301 ROCKHILL RD SUITE 303 KANSAS CITY MO 64131 N/A PC SOCIETAL BENEFIT 5000 BRUCE MUSEUM INC ONE MUSEUM DRIVE GREENWHICH CT 06830 N/A PC SOCIETAL BENEFIT 1000 CASA OF JOHNSON & WYANDOTTE COUNTIES 2546 HOLMES ST KANSAS CITY MO 64108 N/A PC SOCIETAL BENEFIT 2000 CLEARWATER CAMP FOUNDATION INC 7490 EAST CLEARWATER ROAD MINOCQUA WI 54548 N/A PC SOCIETAL BENEFIT 2500 COMMUNITY OPTIONS INC 336 S 10TH ST MONTROSE CO 81402 N/A PC SOCIETAL BENEFIT 5000 CYSTIC FIBROSIS FOUNDATION 260 CHATHAM DR COLORADO SPRINGS CO 80905 N/A PC MEDICAL PRACTICE AND RESEARCH 10000 DARTMOUTH COLLEGE ADMINISTRATIVE OFFICE HANOVER NH 03755 N/A PC EDUCATIONAL 2000 DE LASALLE ACADEMY OF FORT MEYERS INC 6401 TECHSTER BLVD FORT MEYERS FL 33966 N/A PC EDUCATIONAL 3000 DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 N/A PC EDUCATIONAL 8000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A PC ENVIRONMENTAL 25000 FRICK COLLECTION 1 EAST 70TH ST NEW YORK NY 10021 N/A PC SOCIETAL BENEFIT 2000 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE SUITE 201 KANSAS CITY MO 64112 N/A PC SOCIETAL BENEFIT 1000 FRIENDS OF COAST WALK TRAIL 1515 COAST WALK LA JOLLA CA 92037 N/A PC SOCIETAL BENEFIT 1000 FRIENDS OF ZOOAQUARIUM 6800 ZOO DRIVE KANSAS CITY MO 64132 N/A PC SOCIETAL BENEFIT 6000 FUND FOR PUBLIC SCHOOLS INC 52 CHAMBERS STREET ROOM 305 NEW YORK NY 10007 N/A PC EDUCATIONAL 2000 GRAMERCY PARK BLOCK ASSOCIATION 35 GLAMERCY PARK EAST NEW YORK NY 10003 N/A PC SOCIETAL BENEFIT 2000 GREAT PLAINS SPCA 5424 ANTIOCH DR MERRIAM KS 66202 N/A PC SHELTERING AND VETERINARY CARE 2500 HABITAT FOR HUMANITY 322 W LAMAR STREET AMERICUS GA 31709 N/A PC SOCIETAL BENEFIT 10000 HARRISON PUBLIC LIBRARY FOUNDATION 2 BRUCE AVENUE HARRISON NY 10528 N/A PC SOCIETAL BENEFIT 2000 HOPE HOUSE PO BOX 577 LEES SUMMIT MO 64063 N/A PC SOCIETAL BENEFIT 2500 HOPEWEST 3090 NORTH 12TH STREET UNIT B GRAND JUNCTION CO 81506 N/A PC HOSPICE CARE 5000 INSPIRATIONAL TRIATHLON RACING INTERNATIONAL CORP PO BOX 567 EAST HAMPTON NY 11937 N/A PC SOCIETAL BENEFIT 5000 JACKSON COUNTY CASA 2544 HOLMES KANSAS CITY MO 64108 N/A PC SOCIETAL BENEFIT 2000 JOHNSON COUNTY COMMUNITY COLLEGE 12345 COLLEGE BLVD OVERLAND PARK KS 66210 N/A PC EDUCATIONAL 2500 KANSAS CITY GIRLS PREPARATORY ACADEMY 5000 EAST 17TH STREET KANSAS CITY MO 64127 N/A PC EDUCATIONAL 10000 KNKX PUBLIC RADIO 930 BROADWAY TACOMA WA 98402 N/A PC SOCIETAL BENEFIT 4500 KU ENDOWMENT 1891 CONSTANT AVE LAWRENCE KS 66047 N/A PC EDUCATIONAL 10000 KUOW-PUGET SOUND PUBLIC RADIO 4518 UNIVERSITY WAY NE SEATTLE WA 98105 N/A PC SOCIETAL BENEFIT 4500 LA JOLLA MUSIC SOCIETY 7946 IVANHOE AVENUE LA JOLLA CA 92037 N/A PC SOCIETAL BENEFIT 3000 LA JOLLA PLAYHOUSE PO BOX 12039 LA JOLLA CA 92039 N/A PC SOCIETAL BENEFIT 5000 LIBRARIES OF MONTROSE COUNTY FOUNDA 320 SOUTH SECOND STREET MONTROSE CO 81401 N/A PC SOCIETAL BENEFIT 5000 MARIA FARERI CHILDRENS HOSPITAL 255 LAFAYETTE AVENUE SUFFERN NY 10901 N/A PC MEDICAL PRACTICE 3000 MEMORIAL SLOAN KETTERING CANCER CENTER 633 THIRD AVENUE 4TH FLOOR FINANCE NEW YORK NY 10017 N/A PC MEDICAL PRACTICE AND RESEARCH 10000 MIDWEST ACCESS COALITION PO BOX 409363 CHICAGO IL 60640 N/A PC SOCIETAL BENEFIT 2500 MISES INSTITUTE 518 MAGNOLIA AVENUE AUBURN AL 36832 N/A PC SOCIETAL BENEFIT 5000 MISS PORTERS SCHOOL INC 60 MAIN STREET FARMINGTON CT 06032 N/A PC EDUCATIONAL 10000 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 N/A PC SOCIETAL BENEFIT 3000 MONTROSE ANIMAL SHELTER 3383 NORTH TOWNSEND AVE MONTROSE CO 81401 N/A PC SHELTERING AND VETERINARY CARE 2500 MONTROSE COMMUNITY FOUNDATION PO BOX 3020 MONTROSE CO 81402 N/A PC SOCIETAL BENEFIT 20000 MONTROSE MEMORIAL HOSPITAL 800 S 3RD STREET MONTROSE CO 81401 N/A PC MEDICAL PRACTICE 5000 MOUNT COMMUNITY CENTER 801 SOUTH 8TH ST ATCHISON KS 66002 N/A PC EDUCATIONAL & SOCIETAL BENEFIT 2500 MOUNT VERNON ENDOWMENT CORP PO BOX 33 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 2000 NELSON-ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 64111 N/A PC SOCIETAL BENEFIT 8000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 N/A PC SOCIETAL BENEFIT 3000 OXFAM AMERICA 77 N WASHINGTON ST STE 500 BOSTON MA 02114 N/A PC SOCIETAL BENEFIT 15000 PAWS 15305 44TH AVE W LYNNWOOD WA 98087 N/A PC SHELTERING AND VETERINARY CARE 20000 PEMBROKE HILL SCHOOL 5121 STATE LINE BLVD KANSAS CITY MO 64112 N/A PC EDUCATIONAL 2000 PROJECT MOST INC PO BOX 1486 EAST HAMPTON NY 11937 N/A PC EDUCATIONAL 3000 RAINBOW MEADOWS EQUINE RESCUE & RETIREMENT INC PO BOX 1452 JUNCTION CITY KS 66441 N/A PC RESCUE ABUSED HORSES 2500 ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 N/A PC SOCIETAL BENEFIT 20000 RONALD MCDONALD HOUSE NEW YORK 405 EAST 73RD STREET NEW YORK NY 10021 N/A PC SOCIETAL BENEFIT 5000 ROSE BROOKS PO BOX 320599 KANSAS CITY MO 64132 N/A PC SOCIETAL BENEFIT 3000 ROW NEW YORK 110 WEST 40TH STREET SUITE 602 NEW YORK NY 10018 N/A PC EDUCATIONAL 10000 SAINT FRANCIS ACADEMY PO BOX 1340 SALINA KS 67402 N/A PC EDUCATIONAL 10000 SALVATION ARMY PO BOX 84 ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 2000 SCHOOL OF THE FUTURE MANHATTAN - PARENTS ASSOCIATION 127 EAST 22ND STREET NEW YORK NY 10010 N/A PC EDUCATIONAL 2000 SCRIPPS INSTITUTION OF OCEANOGRAPHY 9500 GILMAN DR 0210 LA JOLLA CA 92093 N/A PC EDUCATIONAL 4000 SECOND CHANCE HUMANE SOCIETY PO BOX 2096 RIDGWAY CO 81432 N/A PC SHELTERING AND VETERINARY CARE 10000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC MEDICAL PRACTICE AND RESEARCH 10000 THE CHILDRENS SCHOLARSHIP FUND 8 WEST 38TH ST 9TH FLOOR NEW YORK NY 10018 N/A PC EDUCATIONAL 10000 THE DOLPHIN HOUSE CHILD ADVOCACY CENTER 735 S 1ST ST MONTROSE CO 81401 N/A PC SOCIETAL BENEFIT 10000 THE MATTIE RHODES MEMORIAL SOCIETY 148 N TOPPING AVE KANSAS CITY MO 64123 N/A PC MEDICAL PRACTICE AND RESEARCH 5000 THE USROWING FOUNDATION 1 S POST ROAD WEST WINDSOR NJ 08550 N/A PC EDUCATIONAL & SOCIETAL BENEFIT 10000 THE VALLEY HOPE FOUNDATION PO BOX 59 NORTON KS 67654 N/A PC SOCIETAL BENEFIT 5000 THEATRE ATCHISON 401 SANTA FE ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 TRINITY EPISCOPAL CHURCH 300 SOUH 5TH ST ATCHISON KS 66002 N/A PC RELIGIOUS 5000 UPPER ROOM 5930 SWOPE PARKWAY KANSAS CITY MO 64130 N/A PC EDUCATIONAL & SOCIETAL BENEFIT 3000 USA FOR UNHCR 1310 L ST NW 450 WASHINGTON DC 20005 N/A PC SOCIETAL BENEFIT 15000 VALLEY SYMPHONY ORCHESTRA PO BOX 2832 MCALLEN TX 78502 N/A PC SOCIETAL BENEFIT 2500 WAYSIDE WAIFS INC 3901 MARTHA TRUMAN ROAD KANSAS CITY MO 64137 N/A PC SHELTERING & VETERINARY CARE 2500 587000 0 14 1415 14 598235 01 7000 18 371811 0 978461 0 978461 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 8000 8000 0 0 FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS. ABBVIE INC 37832 125235 ADT INC 45559 45359 ALTRIA GROUP INC 38562 80077 AMERICAN EAGLE OUTFITTERS 27379 42983 AMERICAN ELECTRIC POWER 35127 40844 ARCHER-DANIELS-MIDLAND CO 61129 60497 AT&T INC 89285 114514 AVISTA CORP 41873 45477 BANK OF AMERICA CORP 33746 63361 BANK OF NEW YORK MELLON CORP 50829 127794 BLACK HILLS CORP 41675 56597 BRISTOL-MYERS SQUIBB CO 112984 110651 BROADCOM INC 3885 56817 C.H. ROBINSON WORLDWIDE INC 32638 51633 CAL-MAINE FOODS INC 32314 27412 CARDINAL HEALTH INC 22267 89149 CATERPILLAR INC 16002 76000 CF INDUSTRIES HOLDINGS INC 39926 38327 CHEVRON CORP 76065 84028 CISCO SYSTEMS INC 18395 57243 COMCAST CORP-CLASS A 35073 27037 DUPONT DE NEMOURS INC 17051 21356 EDISON INTERNATIONAL 48550 42283 EXXON MOBIL CORP 32193 87404 FIFTH THIRD BANCORP 33370 57193 GEN DIGITAL INC 39109 37155 GILEAD SCIENCES INC 58158 112375 H&R BLOCK INC 9038 23587 HEWLETT PACKARD ENTERPRISE 51177 51963 HOME DEPOT INC 42613 60319 INTL BUSINESS MACHINES CORP 81229 177434 JPMORGAN CHASE & CO 7623 72321 KIMBERLY-CLARK CORP 56743 43539 LEAR CORP 31493 34999 LOCKHEED MARTIN CORP 39012 48991 MERCK & CO. INC. 44849 60487 METLIFE INC 24299 37514 MICROSOFT CORP 1954 37393 MORGAN STANLEY 19172 60399 MOSAIC CO/THE 41800 29412 MSC INDUSTRIAL DIRECT CO-A 37434 37897 NETAPP INC 39961 66936 NRG ENERGY INC 22860 44067 OLD REPUBLIC INTL CORP 36694 44440 PHILIP MORRIS INTERNATIONAL 28065 43150 PHILLIPS 66 51478 75602 PNC FINANCIAL SERVICES GROUP 31483 37381 POLARIS INC 27676 32185 QNITY ELECTRONICS INC 24433 21732 QUALCOMM INC 73974 105897 ROCKWELL AUTOMATION INC 39094 42753 RTX CORP 16743 32533 SOUTHERN COPPER CORP 36243 60247 STATE STREET CORP 38507 59748 SYNCHRONY FINANCIAL 33033 67303 UNION PACIFIC 31498 29674 UNUM GROUP 15987 36921 US BANCORP 43771 52385 VALERO ENERGY CORP 53045 90678 VERIZON COMMUNICATIONS INC 23806 35108 VICI PROPERTIES INC 34277 32941 WALMART INC 5059 31716 WELLS FARGO & CO 27604 58120 VALLEY COMPANY 586750 9440600 GARMIN LTD 14748 27540 INVESCO LTD 31623 36602 JOHNSON CONTROLS INTERNATION 35706 40011 MEDTRONIC PLC 65427 84264 EASTGROUP PROPERTIES INC 39668 40585 EPR PROPERTIES 47409 44221 OUTFRONT MEDIA 51220 62850 SIMON PROPERTY GROUP INC 36414 51239 COST BASIS ADJUSTMENT 146 INSURANCE 10012 0 0 10012 RECOVERY OF AMOUNT TREATED AS QUALIFYING DISTRIBUTION 7000 0 0 INVESTMENT ADVISORY FEES 21874 21874 0 0 2025 1ST QUARTER ESTIMATED PAYMENT 12000 0 0 0 2024 BALANCE DUE 5456 0 0 0 IRS NOTICE PAYMENT 1302 0 0 0