2026-07-31T16:52:06-05:00 2025-12-31 651164012 PROSPERITY PARTNERS 225 W WASHINGTON ST STE 2600 CHICAGO IL 60606 990PF 2025-01-01 203406848 THE LORDI MARKER FAMILY FOUNDATION LORD 8164440330 1216 W 57TH TERRACE KANSAS CITY MO 64113 DENNIS C MARKER SECRETARY 8164440330 2026-07-20 1 SUSAN E WILSON P01317548 3124610514 2026-07-20 2025 2025-03-06 01:10:19Z X 22500543 X 2963839 29309 29309 549090 549090 603916 857054 603916 25965 25965 4172119 1208280 0 0 0 6166 3083 3083 6370 0 0 12536 3083 3083 983750 983750 996286 3083 986833 3175833 1205197 1919404 2163411 2163411 6830832 9469953 8701470 4297909 4590614 11635662 13048145 16223978 22500543 0 0 X 0 0 0 0 13048145 16223978 13048145 16223978 13048145 16223978 13048145 3175833 0 16223978 0 16223978 MS PRIVATE BK 2022-08-16 2025-02-18 200000 200000 0 0 NVIDIA CORPORATION 2022-06-23 2025-12-01 89669 8227 81442 81442 APPLE INC P 2007-02-06 2025-12-01 139317 1509 137808 137808 ISHARES RUSSELL 1000 GRW ETF P 2002-09-23 2025-12-01 118848 8775 110073 110073 MICROSOFT CORP P 2005-10-10 2025-12-01 122199 6470 115729 115729 VANGUARD TTL STK MKT ETF P 2010-02-26 2025-12-01 167709 28157 139552 139552 CAPITAL GAINS DIVIDENDS P 19312 19312 19312 603916 16752 0 16752 0 16752 6417 0 27195 0 33612 100 16760 16760 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 17285024 1991430 0 19276454 0 0 19276454 289147 18987307 949365 949365 16752 16752 932613 0 932613 0 932613 986833 0 986833 932613 0 0 88430 807864 896294 986833 0 0 0 932613 54220 0 0 950514 0 0 0 0 0 0 88430 862084 807864 54220 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 POWELL GARDENS 1609 NW US HIGHWAY KINGSVILLE MO 64061 N/A PC OPERATIONS 1250 UMKC CONSERVATORY 5100 ROCKHILL ROAD KANSAS CITY MO 64110 N/A PC OPERATIONS 2500 ANGELS LEFT BEHIND PO BOX 52 BELTON MO 64012 N/A PC OPERATIONS 2500 KV ENDOWMENT PO BOX 928 LAWRENCE KS 660440928 N/A PC OPERATIONS 3000 NORTH AMERICAN BLUEBIRD PO BOX 7844 BLOOMINGTON IN 47407 N/A PC OPERATIONS 4000 MORGAN COUNTY HISTORICAL SOCIETY 120 N MONROE VERSAILLES MO 65084 N/A PC OPERATIONS 4000 RAINBOW SCHOOL 7850 HOLMES ROAD KANSAS CITY MO 64131 N/A PC OPERATIONS 5000 OWEN COX DANCE GRP 4220 MERCIER STREET KANSAS CITY MO 64111 N/A PC OPERATIONS 5000 ALTON SYMPHONY ORCHESTRA 5800 GODFREY RD GODFREY IL 62035 N/A PC OPERATIONS 5000 KC ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY MO 64111 N/A PC OPERATIONS 6000 DEEP ROOTS PO BOX 32131 KANSAS CITY MO 64171 N/A PC OPERATIONS 6000 VILLAGE PRESBYTERIAN CHURCH 2733 S 10TH AVE ARCADIA CA 91006 N/A PC OPERATIONS 6500 CITY UNION MISSION 1100 E 11TH ST KANSAS CITY MO 64106 N/A PC OPERATIONS 7500 GREAT PLAINS SPCA 9800 W 67TH ST MERRIAM KS 66203 N/A PC OPERATIONS 8000 MORGAN COUNTY CARING FOR KIDS PO BOX 392 VERSAILLES MO 65084 N/A PC OPERATIONS 9000 THE CULTURE HOUSE 14808 W 117TH STREET OLATHE KS 66062 N/A PC OPERATIONS 10000 SURFACE DESIGN ASSN C/O NMCFO 6707 ACADEMY RD NE SUITE A ALBUQUERQUE NM 87109 N/A PC OPERATIONS 10000 SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 N/A PC OPERATIONS 10000 ENGLEWOOD ARTS 10901 E WINNER RD INDEPENDENCE MO 64052 N/A PC OPERATIONS 10000 GRASSLAND HERITAGE FOUNDATION PO BOX 394 SHAWNEE MISSION KS 66201 N/A PC OPERATIONS 10000 HEARTLAND CENTER 16965 NW 45 HWY PARKVILLE MO 64152 N/A PC OPERATIONS 10000 AMERICAN RED CROSS 211 W ARMOUR BLVD KANSAS CITY MO 64111 N/A PC OPERATIONS 11000 FOOD FOR MORGAN COUNTY 305 W NEWTON ST ST VERSAILLES MO 65084 N/A PC OPERATIONS 12500 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22313 N/A PC OPERATIONS 12500 WAYSIDE WAIFS 3901 W MARTHA TRUMAN RD KANSAS CITY MO 64137 N/A PC OPERATIONS 12500 MISSOURI RIVER BIRD OBSERVATORY 406 MAIN ST ARROW ROCK MO 65320 N/A PC OPERATIONS 15000 WESTMINSTER COLLEGE 501 WESTMINSTER AVE FULTON MO 65251 N/A PC OPERATIONS 15000 SECOND PRESBYTERIAN CHURCH 318 E 55TH STREET KANSAS CITY MO 64113 N/A PC OPERATIONS 15000 KCUR PUBLIC RADIO 4825 TROOST STE 202 KANSAS CITY MO 64110 N/A PC OPERATIONS 20000 HARVESTERS COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 64129 N/A PC OPERATIONS 25000 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 N/A PC OPERATIONS 25000 KANSAS CITY PUBLIC TELEVISION 125 E 31ST ST KANSAS CITY MO 64108 N/A PC OPERATIONS 25000 KANSAS CITY BALLET 9415 NALL AVE SUITE 101 PRAIRIE VILLAGE KS 66207 N/A PC OPERATIONS 25000 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINTON DC 20037 N/A PC OPERATIONS 35000 THE NATURE CONSERVANCY PO BOX 440400 ST LOUIS MO 63144 N/A PC OPERATIONS 50000 MISSOURI PRAIRIE FOUNDATION PO BOX 856 MEXICO MO 65265 N/A PC OPERATIONS 550000 983750 0 14 29309 14 549090 15 25965 18 603916 0 1208280 0 1208280 0 0 0 0 0 0 0 0 0 0 X X 1 DENNIS C MARKER 1216 W 57TH TERRACE KANSAS CITY MO 64113 783125 X 2 SUSAN LORDI 1216 W 57TH TERRACE KANSAS CITY MO 64113 2180714 X 1 SPDR S&P 500 ETF TRUST 334365 2025-11-24 1 VANGUARD FTSE DEVELOPED MKTS E 120120 2025-11-24 1 VANGUARD TTL STK MKT ETF 328640 2025-11-24 2 SYMBOL) COMMENTS QUANTITY ACCRUED INTEREST AMOUNT 167150 2025-11-24 2 APPLE INC 137960 2025-11-24 2 BERKSHIRE HATHAWAY CL-B NEW 253905 2025-11-24 2 INVESCO QQQ TRUST, SERIES 1 242064 2025-11-24 2 ISHARES MSCI EAFE ETF 278190 2025-11-24 2 ISHARES RUSSELL 1000 GRW ETF 116933 2025-11-24 2 NVIDIA CORPORATION 365100 2025-11-24 2 RTX CORPORATION 173210 2025-11-24 2 SPDR S&P MIDCAP 400 ETF TRUST 117562 2025-11-24 2 VANGUARD TTL STK MKT ETF 328640 2025-11-24 PROSPERITY PARTNERS 6166 3083 3083 MORGAN STANLEY 9469953 8701470 EXCHANGE TRADED AND CLOSED END FUNDS AT COST 3674370 10619491 CERTIFICATES OF DEPOSIT AT COST 600000 607359 MUTUAL FUNDS AT COST 316244 408812 ENTERPRISE PRODUCTS 25965 25965 25965 FOREIGN TAX PAID 6370 0 0