2024-03-27T08:34:14-07:00 2023-12-31 431519715 W Rodger Marsh CPA 11011 King Street Suite 240 Overland Park KS 66210 990PF 2023-01-01 436931676 THE DEHAEMERS FAMILY CHARITABLE TRUST DEHA 9134020908 14747 MISSION ROAD OVERLAND PARK KS 66224 BARBARA C DEHAEMERS TRUSTEE 9134020908 2024-03-27 true BARBARA DEHAEMERS XXX-XX-XXXX true W Rodger Marsh Jr P01241272 9134696500 2024-03-27 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 146082198 X 2000000 4676451 4676451 77429 18650937 77429 132129 0 0 6753880 4753880 132129 0 2000 2000 100000 100000 0 0 65689 65689 167689 65689 102000 5972335 5972335 6140024 65689 6074335 613856 4688191 132129 3554142 12019116 12019116 0 0 81639691 77877126 97638334 0 37172486 32976698 36424748 0 -18998 0 0 122347321 122872940 146082198 0 0 0 0 0 X 122347321 122872940 122347321 122872940 122347321 122872940 122347321 613856 11688 122972865 99925 122872940 CALL APD P 2023-02-17 2023-02-17 12933 0 0 12933 0 0 0 12933 CALL BMY P 2023-03-31 2023-03-31 4735 0 0 4735 0 0 0 4735 CALL BMY P 2023-03-17 2023-03-17 11660 0 0 11660 0 0 0 11660 CALL JPM P 2023-12-08 2023-12-08 1934 0 0 1934 0 0 0 1934 CALL NVDA P 2023-06-02 2023-06-02 53007 0 0 53007 0 0 0 53007 CALL SH P 2023-03-17 2023-03-17 7160 0 0 7160 0 0 0 7160 CALL WMT P 2023-05-19 2023-05-19 56160 0 0 56160 0 0 0 56160 CALL XLI P 2023-02-10 2023-02-10 4433 0 0 4433 0 0 0 4433 CALL XOM P 2023-02-03 2023-02-03 4083 0 0 4083 0 0 0 4083 INVESCO EXCHANGE TRADED FD P 2023-06-13 2023-12-12 3025781 0 2897625 128156 0 0 0 128156 ISHARES S&P GSCI COMMODITY P 2023-06-13 2023-11-29 523406 0 480815 42591 0 0 0 42591 PROSHARES TR SHORT P 2022-10-10 2023-03-10 3979969 0 4211000 -231031 0 0 0 -231031 PROSHARES TR SHORT P 2022-10-28 2023-06-12 1085261 0 1182284 -97023 0 0 0 -97023 PUT DOW P 2023-01-13 2023-01-13 4833 0 0 4833 0 0 0 4833 PUT GOOG P 2023-05-19 2023-05-19 22080 0 0 22080 0 0 0 22080 PUT JNJ P 2023-02-03 2023-02-03 5560 0 0 5560 0 0 0 5560 PUT NVDA P 2023-02-24 2023-02-24 11330 0 0 11330 0 0 0 11330 PUT NVDA P 2023-03-24 2023-03-24 24330 0 0 24330 0 0 0 24330 PUT RSP P 2023-06-06 2023-06-16 0 0 3543 -3543 0 0 0 -3543 PUT TGT P 2023-02-28 2023-03-01 40073 0 0 40073 0 0 0 40073 PUT TLT P 2023-03-24 2023-03-24 5580 0 0 5580 0 0 0 5580 PUT TLT P 2023-03-17 2023-03-17 8830 0 0 8830 0 0 0 8830 PUT TLT P 2023-06-23 2023-06-23 6643 0 0 6643 0 0 0 6643 PUT XLE P 2023-02-24 2023-02-24 2032 0 0 2032 0 0 0 2032 PUT XLE P 2023-02-10 2023-02-10 5583 0 0 5583 0 0 0 5583 CITIGROUP P 2022-01-25 2023-11-29 1143897 0 1570941 -427044 0 0 0 -427044 DOW INC P 2019-07-11 2023-01-13 2710604 0 2339413 371191 0 0 0 371191 ISHARES TR ISHARES BIOTECH P 2022-01-04 2023-07-26 3213356 0 3496861 -283505 0 0 0 -283505 KINDER MORGAN INC P 2021-06-11 2023-11-20 1536688 0 1424868 111820 0 0 0 111820 SELECT SECTOR SPDR P 2021-02-26 2023-12-12 1104613 0 907285 197328 0 0 0 197328 VERIZON COMMUNICATIONS P 2020-12-29 2023-07-26 34385 0 58875 -24490 0 0 0 -24490 77429 132129 65166 0 65166 0 65166 116304 116304 -116304 51138 51138 false false false false false false false true true KS true false false false false true N/A DAVID G DEHAEMERS 9139286005 14747 MISSION ROAD LEAWOOD KS 662249506 false false false false false false false false false false false false false false false false false false false false false DAVID DEHAEMERS 14747 MISSION RD LEAWOOD KS 66224 DIRECTOR 0.00 0 0 0 BARBARA DEHAEMERS 14747 MISSION RD LEAWOOD KS 66224 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 136581184 5733846 0 142315030 0 142315030 2134725 140180305 7009015 7009015 65166 65166 6943849 6943849 6943849 6074335 6074335 6943849 0 0 0 0 1198059 1198059 6074335 0 5745790 328545 1198059 1198059 328545 0 0 0 0 0 328545 0 0 0 0 328545 DAVID G BARBARA C DEHAEMERS X BOYS HOPE & GIRLS HOPE KANSAS CITY 12120 STATE LINE RD 104 LEAWOOD KS 66209 PC GENERAL OPERATING FUNDUNRESTRICTED 15000 ROCKHURST HIGH SCHOOL 9301 STATE LINE ROAD KANSAS CITY MO 64114 PC Dehaemers Scholarship $225kHURTADO SCHOLARS $75K 700000 CRISTO REY HIGH SCHOOL - KC 211 W LINWOOD KANSAS CITY MO 64111 PC UNRESTRICTED 25000 VITAE CARING FOUNDATION 621B E MCCARTY ST JEFFERSON CITY MO 65102 PC UNRESTRICTEDGENERAL OPERRATING SUPPORT 60000 HOLY FAM SCH OF FAITH 13240 CRAIG ST OVERLAND PARK KS 66213 PC 25k restricted ScholarshipsGeneral operating support 375000 CATHOLIC EDUCATION FDN 12615 PARALLEL PARKWAY SHAWNEE KS 66109 PC General operating support 300000 VETS HELPING HEROS 980 N FEDERAL HWY SUITE 110 BOCA RATON FL 33432 PC General operating support 15000 IGNATIAN SPIRTUALITY CENTER 1001 E 52ND ST KANSAS CITY MO 64110 PC General operating support 5000 HAPPY BOTTOMS 303 W 79TH ST KANSAS CITY MO 64114 PC General operating support 100000 MOUNT ST SCHOLASTICA 801 SOUTH 8TH ST ATCHISON KS 66002 PC General operating support 75000 GIVING THE BASICS 927S 7TH ST KANSAS CITY KS 66105 PC UNRESTRICTEDGeneral operating support 100000 NATIVITY HOUSE OF KC 721 N 31ST ST KANSAS CITY KS 66102 PC $35k new van$50k General operating support 85000 BISHOP WARD HIGHSCHOOL 708 N 18TH ST KANSAS CITY KS 66102 PC EDUCATION/SCHOLARSHIP FUND 200000 HOMES FROM THE HEART 903 E 104TH ST SUITE 800 KANSAS CITY MO 64131 PC Haiti 66000 DONNELLY COLLEGE 608 N 18TH ST KANSAS CITY KS 66102 PC General operating support 100000 VILLA ST FRANCIS 16600 W 126TH ST OLATHE KS 66062 PC General operating support 100000 COMM FND OF GUNNISON VALLEY PO BOX 7057 GUNNISON CO 81230 PC General operating support 15000 ICARE OF NORTHEAST KS 8121 W 129TH ST OVERLAND PARK KS 66213 PC General operating support 50000 QUEEN OF ALL SAINTS PARISH 400 W GEORGIA AVENUE GUNNISON CO 81230 PC $10k Debt reduction $30k General operating support 40000 CATHOLIC CHARITIES OF NE KS 9720 W 87TH ST OVERLAND PARK KS 66212 PC General operating support 270000 AMETHYST PLACE 2735 TROOST-A KANSAS CITY MO 64109 PC 150k capital campaign150k general operating support$16,835k christmas gifts 316835 ADRIAN OPTIMIST CLUB PO BOX 636 ADRIAN MO 64720 PC General operating support 75000 ST MICHAEL THE ARCHANGEL 14251 NALL 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PC UNRESTRICTED 5000 AUGUSTINE INSTITUTE 6160 S SYRACUSE WAY GREENWOOD VILLAGE CO 80111 PC RestrictedWord of LifeReligious Instr Curr 100000 AUGUSTINE INSTITUTE INC 6160 S SYRACUSE WAY STE 310 GREENWOOD VILLAGE CO 80111 PC General operating support 100000 FATHERS CLUB INC 4017 W 138TH ST OVERLAND PARK KS 66224 PC General operating support 10000 NEIGHBORHOOD LEGAL SUPPORT 815 W 53RD TER KANSAS CITY MO 64112 PC General operating support 50000 HABITAT FOR HUMANITY OF KC 1423 E LINWOOD BLVD KANSAS CITY MO 64109 PC General operating support 40000 HEALING HOUSE 4505 ST JOHN AVE KANSAS CITY MO 64123 PC Staff training& program imprRestricted 100000 FOUNDATION FOR INCLUSIVE RELIGIOUS EDUC INC 20 W 9TH ST KANSAS CITY MO 64105 PC General operating support 25000 APOSTLES OF THE INTERIOR LIFE 603 CHURCH AVENUE COLLEGE STATION TX 77840 PC General operating support 5000 PAT TILLMAN FOUNDATION 180 N La Salle St 2910 CHICAGO IL 60601 PC General operating support 50000 CHWC INC DBS COMMUNITY HOUSING OF 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General operating support 20000 ST THOMAS AQUINAS UNIV PARISH 603 N LEVERETT AVE FAYETTEVILLE AR 72701 PC General operating support 20000 PHARMACY OF GRACE 721 N 31ST STREET 100 KANSAS CITY KS 66102 PC General operating support 20000 SLEEPY HEAD BEDS 4741 CENTRAL 244 KANSAS CITY MO 64112 PC General operating support 15000 ST VINCENT FERRER SCHOOL 7754 MONTGOMERY RD CINCINNATI OH 45236 PC $30K General operating support$75K for constr ofschool science lab 105000 STRONG CITY SCHOOL FUND PO BOX 419037 KANSAS CITY MO 64141 PC General operating support 6000 THE GOLDEN SCOOP PO BOX 7862 OVERLAND PARK KS 66207 PC General operating support 10000 TEAM JAIDEN FOUNDATION 12432 S GALLERY ST OLATHE KS 66062 PC General operating support 5000 TRUE LIGHT FAMILY RESOURCE CTR 712 E 31ST ST KANSAS CITY MO 64109 PC Services for Homelessemphasis on womenand children 25000 UNITED INNER CITY SERVICES 2008 E 12TH ST KANSAS CITY MO 64127 PC General operating support 175000 UNITED INNER CITY SERVICES 2008 E 12TH ST KANSAS CITY MO 64127 PC 2023 BONUS & CELEBRATION SUPPORT 32500 WATSON LINKS MENTORS FDN 1010 WALNUT ST 500 KANSAS CITY MO 64106 PC General operating expense 25000 ARCHDIOCESE OF KCKS 12615 PARALLELL PKWY KANSAS CITY KS 66109 PC Prairie Star RanchGeneral operating support 75000 ARCHDIOCESE OF KCKS 12615 PARALLELL PKWY KANSAS CITY KS 66109 PC RESTRICTED 20000 BRIAN M ANSELMO MEMORIAL FDN 901 W 121ST KANSAS CITY MO 64145 PC Bags of Fun KC 5000 5972335 14 4676451 14 77428 4753879 4753879 false false false false false false false false false false X X 1 DAVID BARBARA DEHAEMERS 14747 MISSION ROAD OVERLAND PARK KS 66224 2000000 X W. RODGER MARSH TAX PREP 2000 2000 STOCK SALES/CALLS Purchased 18650937 18573508 77429 AIR PRODUCTS & CHEMICALS 3186069 4107000 AT&T INC 6842990 5117900 BANK OF AMERICA 2661117 2525250 BRISTOL-MYERS SQUIBB CO 9922020 10262000 CITIGROUP INC 6309 5144 DEVON ENERGY CORP 1377375 1132500 DOW INC 4127719 8226000 EXXON MOBIL 2694378 4999000 JOHNSON & JOHNSON 7896881 9247660 JPMORGAN CHASE & CO 3553749 6804000 KIMBERLY CLARK 2312005 2430200 MARATHON PETROLEUM CORP 1209700 3709000 NEWELL BRANDS INC 1553105 781200 NVIDA CORPORATION 1956250 4952200 PFIZER INC 2184200 1727400 PROCTER & GAMBLE 2982047 4322930 QUALCOMM INC 5174152 5785200 SOUTHERN COMPANY 1404529 1753000 WALMART INC 7526281 11823750 WELLS FARGO CO NEW 1886250 2461000 3M CO 7420000 5466000 ETP INVESCO EXCHANGE TRADED FD TR S&P 500 14375 15780 ETP INVESCO EXCH TRADED FD TR II S&P 500 HDL 5541255 6361500 ETP HEALTHCARE SELECT SECTOR SPDR 3242978 3395862 ETP SELECT SECTOR SPDR TR FINANCIAL 3490194 5640000 ETF UTILITIES SELECT SECTOR SPDR FUND 9722900 10132800 ISHARES TR 20 YR TR BD ETF 10963065 10876800 ISHARES S&P GSCI COMMODITY IN UNIT 1931 2006 OPTIONS -18998 0 0 2022 Nondividend distributions, basis adjusted 2023 99925 INVESTMENT EXPENSE 65689 65689 Other tax/book basis timing differences 11688 MICHELE KEMP ADVISOR 25000 25000 NICK SALEH ADVISOR 25000 25000 PAT MEYERS ADVISOR 25000 25000 SHANNON SCHMIDT ADVISOR 25000 25000 EXCISE TAX 0