2024-06-26T19:43:52-04:00 2024-02-29 882904487 HOOD PROFESSIONAL SERVICES LLC 7255 W 98TH TER STE 100 OVERLAND PARK KS 66212 990PF 2023-03-01 436354470 ELAINE FELD STERN CHARITABLE TRUST BLUE RIDGE BANK & TRUST CO 11890000 ELAI 8163585000 4200 LITTLE BLUE PARKWAY INDEPENDENCE MO 64057 BLUE RIDGE BANK TRUST TRUSTEE 8163585000 2024-06-24 true PATRICIA MCMAHAN 999009999 true PAUL HOOD CPA P00579236 9133781100 2024-06-24 2023 2023-04-26 12:10:37Z X 2770313 X X 2836 2836 87980 79965 -43654 465880 115 47277 82801 22067 2012 18109 1900 1732 11622 9536 1060 2575 38164 13280 19169 132000 132000 170164 13280 151169 -122887 69521 137 175 175 97216 22295 22295 367022 291747 293838 863955 577483 1543666 616821 930306 910339 1186 1444 1946337 1823450 2770313 0 X 1946337 1823450 1946337 1823450 1946337 1823450 1946337 -122887 1823450 1823450 BLUE RIDGE BANK & TRUST P 160819 169253 -8434 -8434 BLUE RIDGE BANK & TRUST P 305061 340281 -35220 -35220 -43654 966 966 966 2460 2460 1494 1000 494 false false false false false false false true true MO true false false false false true N/A BLUE RIDGE BANK & TRUST 8163585000 4200 LITTLE BLUE PARKWAY INDEPENDENCE MO 64057 false false false false true false false false false false false false false false false false false false false false false false SUSAN FELD STRAUSS 1035 WEST 64TH TERRACE KANSAS CITY MO 64113 TRUSTEE 1.00 4873 0 0 ABRA HOUSE 7027 SANTA FE DR OVERLAND PARK KS 66204 TRUSTEE 1.00 4873 0 0 BLUE RIDGE BANK & TRUST 4200 LITTLE BLUE PARKWAY INDEPENDENCE MO 64057 TRUSTEE 1.00 12321 0 0 NONE NONE N/A 2617091 48857 0 2665948 2665948 39989 2625959 131298 131298 966 966 130332 130332 130332 151169 151169 130332 53957 52494 42180 12175 41588 202394 151169 130332 20837 223231 0 53957 169274 52494 42180 12175 41588 20837 ELAINE FELD STERN CHARITABLE TRUST 4200 LITTLE BLUE PARKWAY INDEPENDENCE MO 64057 8163585000 LETTER DESCRIBING THE NEED, PURPOSES AND PROGRAM OF REQUESTING ORGANIZATION, PROOF OF THE ORGANIZATION'S ELIGIBILITY FOR TAX EXEMPT CONTRIBUTIONS, THE AMOUNT SOUGHT AND TIME WHEN CONTRIBUTION IS NEEDED. NONE TRUST MAKES CONTRIBUTIONS TO SECTION 501(C)(3) ORGANIZATIONS. GENERALLY DOES NOT FUND TAX SUPPORTED INSTITUTIONS, TRAVEL CONFERENCES, TELETHONS OR PROGRAMS WHICH DO NOT PROVIDE DIRECT SERVICES TO BENEFICIARIES. TRUST DOES NOT MAKE CONTRIBUTIONS TO INDIVIDUALS. WHERE SCHOLARSHIP FUNDS ARE AWARDED TO AN EDUCATIONAL INSTITUTION, INSTITUTION SELECTS RECIPIENT. AMERICAN RED CROSS-KCMO 6601 WINCHESTER AVE SUITE 110 KANSAS CITY MO 64133 NONE N/A DISASTER AID 25000 BACH ARIA SOLOISTS PO BOX 7112 KANSAS CITY MO 64113 NONE N/A ARTS 4000 BOYS & GIRLS CLUBS OF KC 4001 DR MARTIN LUTHER KING JR BLVD STE 102 KANSAS CITY MO 64130 NONE N/A SOCIAL SERVICES 3000 CASA OF JACKSON COUNTY 2544 HOLMES ST KANSAS CITY MO 64108 NONE N/A SOCIAL SERVICES 6000 CHILD PROTECTION CENTER 2940 MAIN ST KANSAS CITY MO 64108 NONE N/A SOCIAL SERVICES 2000 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM RD KANSAS CITY MO 64108 NONE N/A MEDICAL 4500 CORNERSTONES OF CARE 8150 WORNALL RD KANSAS CITY MO 64114 NONE N/A SOCIAL SERVICES 1000 CRITTERHOUSE KC 5621 KENWOOD AVE KANSAS CITY MO 64110 NONE N/A ANIMAL RESCUE 2000 GATEWAY OF HOPE 801 N MUR-LEN RD 111 OLATHE KS 66062 NONE N/A SOCIAL SERVICES 2000 GORDON PARKS ELEMENTARY SCHOOL 3715 WYOMING ST KANSAS CITY MO 64111 NONE N/A EDUCATION 1000 HARVESTERS 3801 TOPPING AVE KANSAS CITY MO 64129 NONE N/A SOCIAL SERVICES 11000 HUMANE SOCIEITY GREATER KC 5445 PARALLEL PARKWAY KANSAS CITY KS 66104 NONE N/A ANIMAL RESCUE 1000 JEWISH COMMUNITY CENTER 5801 W 115TH ST SUITE 101 OVERLAND PARK KS 66211 NONE N/A EDUCATION 1000 JEWISH FAMILY SERVICES 425 E 63RD ST KANSAS CITY MO 64110 NONE N/A SOCIAL SERVICES 2000 JUNIOR ACHIEVEMENT GREATER KC 2842 W 47TH AVE KANSAS CITY KS 66103 NONE N/A EDUCATION 1000 JUVENILE DIABETES RESEARCH FDNTN 215 W PERSHING RD SUITE 300 KANSAS CITY MO 64108 NONE N/A MEDICAL 1000 KANSAS CITY AUTISM TRAINING CENTER 10842 MCGEE ST KANSAS CITY MO 64114 NONE N/A EDUCATION 1000 KANSAS CITY COMMUNITY GARDENS 6917 KENSINGTON AVE KANSAS CITY MO 64132 NONE N/A EDUCATION 1000 KANSAS CITY COMMUNITY RADIO 3901 MAIN ST SUITE 203 KANSAS CITY MO 64111 NONE N/A EDUCATION 1000 KANSAS CITY HOSPICE FOUNDATION 9001 STATE LINE RD 300 KANSAS CITY MO 64114 NONE N/A MEDICAL 2000 KANSAS CITY PET PROJECT 7077 ELMWOOD AVE KANSAS CITY MO 64132 NONE N/A ANIMAL RESCUE 4000 MOCSA 3100 BROADWAY STREET KANSAS CITY MO 64111 NONE N/A SOCIAL SERVICES 4000 MONTEREY COUNTY RAPE CRISIS CENTER 173 SARGENT COURT MONTEREY CA 93940 NONE N/A SOCIAL SERVICES 3500 NATIONAL WORLD WAR I MUSEUM 2 MEMORIAL DR KANSAS CITY MO 64108 NONE N/A EDUCATION 2000 NEW HORIZON RANCH INC 1526 VERMONT RD RANTOUL KS 66079 NONE N/A SPECIAL NEEDS ASSISTANCE 2000 NEW REFORM TEMPLE 7100 MAIN ST KANSAS CITY MO 64114 NONE N/A RELIGIOUS 1000 NEWHOUSE PO BOX 240019 KANSAS CITY MO 64124 NONE N/A SOCIAL SERVICES 2000 PARALYZED VETERANS OF AMERICA 4801 LINWOOD BLVD KANSAS CITY MO 64128 NONE N/A SOCIAL SERVICES 1000 PETS FOR LIFE 7240 WORNALL RD KANSAS CITY MO 64114 NONE N/A ANIMAL THERAPY 1000 RIGHTFULLY SEWN 7501 PROSPECT AVE KANSAS CITY MO 64132 NONE N/A EDUCATION 1000 ROSE BROOKS CENTER PO BOX 8619 KANSAS CITY MO 64114 NONE N/A SOCIAL SERVICES 6000 SALVATION ARMY 3637 BROADWAY KANSAS CITY MO 64111 NONE N/A SOCIAL SERVICES 10000 SCHOOL OF ECONOMICS 928 GRAND BOULEVARD SUITE 3000 KANSAS CITY MO 64106 NONE N/A EDUCATION 1500 SOAR SPECIAL NEEDS 12201 W 88TH ST LENEXA KS 66215 NONE N/A SPECIAL NEEDS ASSISTANCE 1000 STARLIGHT THEATRE ASSOCIATION 4600 STARLIGHT RD KANSAS CITY MO 64132 NONE N/A ARTS 10500 TAKE FLIGHT KANSAS CITY 312 SW MARKET ST LEES SUMMIT MO 64063 NONE N/A SOCIAL SERVICES 1000 TRUMAN MEDICAL CENTER UNIV HEALTH 2310 HOLMES SUITE 735 KANSAS CITY MO 64108 NONE N/A MEDICAL 2000 VILLAGE SHALOM 5500 W 123RD ST OVERLAND PARK KS 66209 NONE N/A SOCIAL SERVICES 2000 WILDWOOD OUTDOOR EDUCATION CENTER 7095 W 399TH ST LACYGNE KS 66040 NONE N/A EDUCATION 1000 WOMEN'S EMPLOYMENT NETWORK 4328 MADISON AVE KANSAS CITY MO 64111 NONE N/A EDUCATION 1000 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 NONE N/A MEDICAL 1000 YOUTH VOLUNTEER CORPS 1025 JEFFERSON ST KANSAS CITY MO 64105 NONE N/A SOCIAL SERVICES 1000 132000 14 2836 14 87980 18 -43654 2022 990PF REFUND 115 47162 115 47277 false false false false false false false false false false TAX PREP - ACCOUNTING 1900 1732 AEGON FUNDING CO LLC NOTES DODGE & COX INCOME FUND 280671 257295 FEDERAL AGRICULTURAL MORTGAGE CORP FORD MOTOR CO SR NT LORD ABBETT SHORT DURATION INCOME 111690 100683 MORGAN STANLEY DEP FIX/FLT PALMER SQUARE INCOME PLUS 95212 97841 SPDR ICE PREFERRED SECURITIES 250900 266713 VANGUARD HIGH YIELD ADM 191833 187807 ISHARES RUSSELL MIDCAP VALUE INDEX 31389 131049 ISHARES RUSSELL 2000 GROWTH INDEX 16745 83421 ISHARES RUSSELL 2000 VALUE INDEX 16373 54162 ISHARES RUSSELL MIDCAP GWTH INDEX 30424 193085 SPDR S & P DIVIDEND 111608 351653 VANGUARD TOTAL STOCK MARKET ETF 58177 324060 ISHARES DOW JONES INTL SELECT DIV ID 41748 42697 STATE STREET CORP DEP PFD VANGUARD FTSE DEVELOPED MKTS ETF 92833 167313 VANGUARD REAL ESTATE INDEX FUND 75889 84385 FEDERATED HERMES STRATEGIC VALUE 52297 57293 DFA EMERGING MARKETS CORE EQUITY 50000 54548 JP MORGAN CHASE & CO PFD LL FIRST REPUBLIC BANK PFD N WELLS FARGO & CO PFD SHARE SERIES A CHS INC CLASS B SER 4 PFD JP MORGAN CHASE & CO PREFERRED JJ GOLDMAN SACHS GROUP INC SER K PFD HUNTINGTON BANCSHARES PREFERRED H AXIS CAPITAL HOLDINGS LTD PREF EQUITABLE HOLDINGS INC PFD SERIES A ARCH CAP GROUP LTD CITIGROUP INC PFD HARTFORD FINL SVCS GROUP INC PFD KEYCORP PFD CITIZENS FINANCIAL GROUP INC PREF SH KEYCORP PREFERRED METLIFE INC DP PFD CAPITAL ONE FINANCIAL CORP PREF SHAR ALLSTATE CORP PREFERRED SERIES H AMERICAN INTERNATIONAL GROUP DEP RP SYNOVUS FINANCIAL CORP PREFERRED CAPITAL ONE FINANCIAL CORP PRFD I SVB FINANCIAL GROUP PREFERRED A SYNOVUS FINANCIAL CORP PFD SER D CITIZENS FINANCIAL GROUP PFD SER E VARIOUS PREFERRED STOCKS 291747 293838 INCOME RECEIVABLE 1186 1444 2022 990PF REFUND 115 BLUE RIDGE BANK & TRUST INV MGMT 11622 9536 1060 2022 990PF BALANCE DUE 115 2023 990PF ESTIMATES 2460