2024-10-30T16:04:20-05:00 2023-12-31 431305800 UHY ADVISORS MIDWEST INC 605 WEST 47TH STREET SUITE 301 KANSAS CITY MO 64112 990PF 2023-01-01 446014359 J B REYNOLDS FOUNDATION JBRE 8167537000 PO BOX 219139 KANSAS CITY MO 641219139 R PHILIP BIXBY PRESIDENT 8167537000 2024-10-24 1 1 WILLIAM LACY P00013359 8169313393 2024-10-24 2023 2024-10-15 13:58:12Z X 13060801 X X 35236 35236 350928 350928 60033 559903 60033 5256 5256 451453 451453 0 0 0 3025 0 0 5019 19 0 59666 59622 0 67710 59641 0 643000 643000 710710 59641 643000 -259257 391812 83447 91746 91746 381390 524646 524646 504034 486419 450346 5654441 5172178 4919801 5908276 5997342 7074262 12531588 12272331 13060801 0 0 X 5943911 5943911 0 0 6587677 6328420 12531588 12272331 12531588 12272331 12531588 -259257 0 12272331 0 12272331 OVERSEAS PRIVATE INV COR 2022-01-01 2023-04-05 5277 5277 0 0 SBAP 2009-20 F 1 2022-01-01 2023-06-01 2803 2862 -59 -59 KIMBERLY-CLARK CORP 2022-01-01 2023-06-01 250000 230875 19125 19125 ORACLE CORP 2022-01-01 2023-07-15 250000 251388 -1388 -1388 OVERSEAS PRIVATE INV COR 2022-01-01 2023-10-05 5513 5512 1 1 SBAP 2009-20F 1 2022-01-01 2023-12-01 3875 3956 -81 -81 POMONA CAPITAL X LP P 2023-01-01 2023-12-31 994 994 994 POMONA CAPITAL X LP P 2022-01-01 2023-12-31 41441 41441 41441 60033 5446 0 5446 0 5446 6371 0 6100 0 12471 X 0 7025 7025 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A R PHILIP BIXBY 8167537000 3520 BROADWAY KANSAS CITY MO 64111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 R PHILIP BIXBY 810 W 52ND ST KANSAS CITY MO 64112 PRESIDENT & DIRECTOR 1.00 0 0 0 WALTER E BIXBY III 3800 NW MULBERRY DR 402 KANSAS CITY MO 64116 SECRETARY & DIRECTOR 1.00 0 0 0 LEE M VOGEL 220 SOUTHSHORE DR GREENWOOD MO 64034 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 BLAKE C BIXBY 5200 NW 92ND TER KANSAS CITY MO 641547800 ASST. TREASURER & DIRECTOR 1.00 0 0 0 WALTER E BIXBY IV 6039 ROCKHILL RD KANSAS CITY MO 641103127 TREASURER & DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 11983890 813712 0 12797602 0 0 12797602 191964 12605638 630282 630282 5446 5446 624836 0 624836 0 624836 643000 0 643000 624836 639398 0 0 643000 639398 0 0 3602 0 0 0 0 0 0 0 0 621234 0 0 0 X AMERICAN RED CROSS GREATER KC CHAPTER 211 W ARMOUR BOULEVARD KANSAS CITY MO 64111 PC VARIOUS 25000 AUTISM SOCIETY AMERICA 12600 QUIVIRA RD 270A OVERLAND PARK KS 66213 PC VARIOUS 5000 BOY SCOUTS OF AMERICA HEART OF AMERICA 10210 HOLMES ROAD KANSAS CITY MO 64131 PC VARIOUS 5000 BOYS & GIRLS CLUBS OF GREATER KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 PC VARIOUS 5000 CASA 2544 HOLMES ST KANSAS CITY MO 64108 PC VARIOUS 5000 CATHOLIC CHARITIES OF KC 4001 DR MARTIN LUTHER KING JR BLVD 250 KANSAS CITY MO 64130 PC VARIOUS 5000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 PC VARIOUS 1000 CHARLIE'S HOUSE 2425 CAMPBELL ST KANSAS CITY MO 64108 PC VARIOUS 10000 CHOUTEAU FOUNTAIN FOUNDERS PO BOX 25551 KANSAS CITY MO 64119 PC VARIOUS 5000 CHRIST THE KING PARISH 8510 WORNALL ROAD KANSAS CITY MO 641142997 PC CHRISTMAS BASKET PROJECT 6000 CITY UNION MISSION 1100 EAST 11TH STREET KANSAS CITY MO 641063095 PC VARIOUS 10000 CONSERVATION FEDERATION OF MO 728 WEST MAIN STREET JEFFERSON CITY MO 651011559 PC VARIOUS 5000 ENSEMBLE IBERICA 5017 GLADSTONE BLVD KANSAS CITY MO 64123 PC VARIOUS 5000 FAITH MISSIONS 12201 ABERDEEN ROAD LEAWOOD KS 66208 PC VARIOUS 5000 FIRST CALL 9091 STATE LINE ROAD KANSAS CITY MO 64114 PC VARIOUS 5000 FOLK ALLIANCE INTERNATIONAL 601 AVENIDA CESAR CHAVEZ SUITE 100 KANSAS CITY MO 64108 PC VARIOUS 5000 FOLLY THEATER P O BOX 26505 KANSAS CITY MO 64196 PC VARIOUS 5000 FOOTPRINTS PART OF HEROES HOME 2017 LINWOOD KANSAS CITY MO 64109 PC VARIOUS 5000 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE SUITE 201 KANSAS CITY MO 64112 PC VARIOUS 5000 GEORGE W BUSH PRESIDENTIAL CENTER 2943 SMU BOULEVARD DALLAS TX 75205 PC VARIOUS 5000 GILDA'S CLUB KANSAS CITY 21 WEST 43RD STREET KANSAS CITY MO 64111 PC VARIOUS 2500 GREEN WORKS IN KC 607 E 31ST ST KANSAS CITY MO 64109 PC VARIOUS 5000 HAPPYBOTTOMS 303 W 79TH ST KANSAS CITY MO 64114 PC VARIOUS 5000 HARRY S TRUMAN LIBRARY INSTITUTE - CAPITAL CAMPAIGN 5151 TROOST SUITE 300 KANSAS CITY MO 64110 PC VARIOUS 10000 HARVESTERS 3801 TOPPING KANSAS CITY MO 64129 PC VARIOUS 15000 HUMANE SOCIETY OF GREATER KC 5445 PARALLEL PARKWAY KANSAS CITY KS 66104 PC VARIOUS 5000 INCLUSION CONNECTIONS 2073 E SANTA FE ST OLATHE KS 66062 PC VARIOUS 5000 JOURNEY TO NEW LIFE 3144 TROOST AVE KANSAS CITY MO 64109 PC VARIOUS 5000 JUNIOR ACHIEVEMENT 2842 W 47TH AVE KANSAS CITY KS 66103 PC VARIOUS 5000 KANSAS CITY ART INSTITUTE 4415 WARWICK BOULEVARD KANSAS CITY MO 641111874 PC VARIOUS 40000 KANSAS CITY BALLET 500 WEST PERSHING KANSAS CITY MO 64108 PC VARIOUS 10000 KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 PC VARIOUS 10000 KANSAS CITY JAZZ ORCHESTRA 300 E 39TH ST SUITE LL1H KANSAS CITY MO 64111 PC VARIOUS 1000 KANSAS CITY POLICE CARE TEAM 1125 LOCUST KANSAS CITY MO 64106 PC VARIOUS 7500 KANSAS CITY PUBLIC LIBRARY - GREENWOOD SOCIETY 14 WEST 10TH STREET KANSAS CITY MO 64105 PC VARIOUS 5000 KANSAS CITY REGIONAL LAW ENFORCEMENT MEMORIAL GARDEN 527 W 39TH ST KANSAS CITY MO 64111 PC VARIOUS 5000 KANSAS CITY REPERTORY THEATRE 4949 CHERRY STREET KANSAS CITY MO 64110 PC VARIOUS 10000 KANSAS CITY ROSE SOCIETY 5200 PENNSYLVANIA KANSAS CITY MO 64112 PC VARIOUS 10000 KANSAS CITY SYMPHONY 1703 WYANDOTTE STREET SUITE 200 KANSAS CITY MO 64108 PC VARIOUS 25000 KANSAS CITY YOUTH JAZZ INC PO BOX 47 LEAVENWORTH KS 66048 PC VARIOUS 5000 KANSAS CITY ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 PC VARIOUS 10000 KCPT PUBLIC TELEVISION 125 EAST 31ST STREET KANSAS CITY MO 64108 PC VARIOUS 25000 KEMPER MUSEUM OF CONTEMPORARY ART 4420 WARWICK BOULEVARD KANSAS CITY MO 64111 PC VARIOUS 5000 LEAD TO READ 6022 N STRATHBURY AVE KANSAS CITY MO 64151 PC VARIOUS 5000 LEGAL AID OF WESTERN MISSOURI 4001 BLUE PARKWAY SUITE 300 KANSAS CITY MO 64130 PC VARIOUS 2500 LINDA HALL LIBRARY 5109 CHERRY STREET KANSAS CITY MO 64110 PC VARIOUS 5000 LYRIC OPERA CIRCLE BALL 1725 HOLMES ST KANSAS CITY MO 64108 PC VARIOUS 25000 MISSION PROJECT 5960 DEARBORN SUITE 201 MISSION KS 66202 PC VARIOUS 6000 MISSOURI COLLEGES FUND 3401 WEST TRUMAN BLVD STE 202 JEFFERSON CITY MO 65109 PC VARIOUS 3500 MISSOURI HUNTING HERITAGE FEDERATION 38512 E GUNN CITY RD GARDEN CITY MO 64747 PC VARIOUS 25000 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 PC VARIOUS 5000 NATIONAL ASSOCIATION OF INTERCOLLEGIATE ATHLETICS 1200 GRAND BOULEVARD KANSAS CITY MO 64106 PC VARIOUS 10000 NATIONAL WWI MUSEUM 2 MEMORIAL DRIVE KANSAS CITY MO 64108 PC VARIOUS 10000 NELSON-ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 641111873 PC VARIOUS 10000 OPERATION UPLIFT 1221 SW HWY 7 BLUE SPRINGS MO 64014 PC VARIOUS 5000 PEOPLE HEARTLAND FOUNDATION 136 S MAIN ST SMITH CENTER KS 66967 PC VARIOUS 5000 PLANNED PARENTHOOD 4401 W 109TH STREET SUITE 200 OVERLAND PARK KS 66211 PC VARIOUS 5000 POWELL GARDENS 1609 NW US HIGHWAY 50 KINGSVILLE MO 640619000 PC VARIOUS 5000 RABBIT HOLE 919 E 14TH AVE NORTH KANSAS CITY MO 64116 PC VARIOUS 5000 REDEMPTORIST SOCIAL SVS 207 LINWOOD BLVD KANSAS CITY MO 64111 PC VARIOUS 5000 REDISCOVER 1555 NE RICE ROAD LEES SUMMIT MO 64086 PC VARIOUS 10000 RESEARCH FOUNDATION - BIXBY INSTITUTE 2316 EAST MEYER BLVD KANSAS CITY MO 64132 PC VARIOUS 25000 SALVATION ARMY - KANSAS CITY MO 3637 BROADWAY KANSAS CITY MO 64111 PC VARIOUS 25000 STARLIGHT THEATRE 4600 STARLIGHT RD KANSAS CITY MO 64132 PC VARIOUS 15000 SYNERGY SERVICES - STAND UP FOR SYNERGY 400 E SIXTH STREET PARKVILLE MO 64152 PC VARIOUS 10000 TRUE LIGHT FAMILY RESOURCE CENTER 712 E 31ST ST KANSAS CITY MO 64109 PC VARIOUS 5000 US SQUASH 555 8TH AVENUE SUITE 1102 NEW YORK NY 10018 PC VARIOUS 10000 UNIVERSITY OF KANSAS MEDICAL CENTER-ALZHEIMER'S DISEASE CENTER 4350 SHAWNEE MISSION PARKWAY MAIL STOP 6002 FAIRWAY KS 66202 PC VARIOUS 25000 UNIVERSITY OF MISSOURI-KANSAS CITY 5115 OAK ST 112AC KANSAS CITY MO 64112 PC VARIOUS 10000 WHERE PIGS FLY FARM 2810 HIGHWAY 50 LINN MO 65051 PC VARIOUS 5000 WILDWOOD OUTDOOR EDUCATION CENTER 7095 W 399TH ST LACYGNE KS 66040 PC VARIOUS 3000 YMCA OF GREATER KANSAS CITY 3100 BROADWAY SUITE 1020 KANSAS CITY MO 64111 PC VARIOUS 5000 YOUTH SYMPHONY OF KANSAS CITY 209 W 18TH ST KANSAS CITY MO 64108 PC VARIOUS 5000 643000 0 14 35236 14 350928 14 5256 18 60033 0 451453 0 451453 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3025 0 0 ALLSTATE CORP 251003 241080 AMAZON.COM INC 150713 143966 ANHEUSER-BUSCH INBEV WLDW 149969 148157 ANZ NEW ZEALAND INTL/LDN 191406 189248 APPLE INC 149127 143945 APPLIED MATERIALS INC 153407 145344 BANK OF AMERICA CORP 147671 143267 BANK OF NY MELLON CORP 152202 143765 BMW US CAPITAL LLC 254915 240058 BORGWARNER INC 152820 146678 CISCO SYSTEMS INC 138800 143022 CITIGROUP INC 154302 144366 COMCAST CORP 119388 120548 CONSOLIDATED EDISON CO 150720 145155 DAIMLER FINANCE NA LLC 250585 245085 ESSENTIAL UTILITIES INC 162879 139964 EXXON MOBIL CORPORATION 153054 120396 HARLEY-DAVIDSON INC 248623 242138 ING GROEP NV 201094 193010 JP MORGAN CHASE & CO 148313 144321 MARS INC 147881 138501 NEW YORK ST ENVIRONMENTAL 204660 185570 OCCIDENTAL PETROLEUM CORP 146240 143279 PFIZER INC 249048 241215 SIEMENS FIN NV 246783 244690 TRANSCANADA PIPELINES 124828 121571 UDR INC 151412 132510 VERIZON COMMUNICATIONS 156107 145034 VISA INC 264228 243918 232384 216628 254035 233718 POMONA CAPITAL X, L.P. AT COST 245797 324507 VANGUARD SCOTTSDALE FDS ETFS AT COST 500301 517013 VANGUARD TOTAL INTERNATIONAL STOCK FUND AT COST 1727991 1752131 VANGUARD TOTAL STOCK MKT ETF AT COST 3523253 4480611 OTHER INVESTMENT EXPENSES 24157 24157 0 INVESTMENT INTEREST EXPENSE 35190 35190 0 BANK FEES 275 275 0 PUBLICATION EXPENSE 44 0 0 OTHER INCOME 5256 5256 5256 FEDERAL EXCISE TAX 5000 0 0 FOREIGN TAXES 19 19 0