2025-02-13T15:05:38-06:00 2024-11-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2023-12-01 486102818 MUCHNIC FOUNDATION MUCH PO BOX 329 ATCHISON KS 660022415 DAVID C MIZE PRESIDENT 2025-01-27 1 0 ERIN S MORGAN P00710515 8164721122 2023 2025-03-06 01:10:19Z X 12954513 X X 1236 1236 620850 620850 258049 1525914 258049 1243 0 0 881378 880135 0 0 0 0 0 8000 8000 0 0 19189 19189 0 0 5378 0 0 0 45843 0 0 45843 18752 0 0 18752 97162 27189 0 64595 490000 490000 587162 27189 0 554595 294216 852946 0 104956 255022 255022 2835409 2979478 12679491 20000 20000 20000 20000 2960365 3254500 12954513 0 0 X 0 0 0 0 2960365 3254500 2960365 3254500 2960365 3254500 2960365 294216 0 3254581 81 3254500 JP MORGAN - ST DETAIL AVAILABLE UPON REQUEST P 2024-01-01 2024-11-30 371975 309070 62905 62905 JP MORGAN - LT DETAIL AVAILABLE UPON REQUEST P 2024-01-01 2024-11-30 1153939 958795 195144 195144 258049 62905 11856 0 11856 0 11856 6400 0 0 0 6400 0 5456 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 3383162 289226 8314990 11987378 0 0 11987378 179811 11807567 590378 590378 11856 11856 578522 0 578522 0 578522 554595 0 554595 578522 19195 0 0 554595 19195 0 0 535400 0 0 0 0 0 0 0 0 43122 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 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BENEFIT 10000 BOYS & GIRLS CLUB OF GREATER KANSAS CITY 6301 ROCKHILL RD SUITE 303 KANSAS CITY MO 64131 N/A PC SOCIETAL BENEFIT 2000 BRUCE MUSEUM INC ONE MUSEUM DRIVE GREENWHICH CT 06830 N/A PC SOCIETAL BENEFIT 1000 CASA 2546 HOLMES ST KANSAS CITY MO 64108 N/A PC SOCIETAL BENEFIT 12000 CLEARWATER CAMP FOUNDATION INC 7490 EAST CLEARWATER ROAD MINOCQUA WI 54548 N/A PC SOCIETAL BENEFIT 5000 COMMUNITY OPTIONS INC 336 S 10TH ST MONTROSE CO 81402 N/A PC SOCIETAL BENEFIT 2500 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 2000 DREXEL UNIVERSITY 3141 CHESTNUT STREET PHILADELPHIA PA 19104 N/A PC EDUCATIONAL 5000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A PC ENVIRONMENTAL 25000 FRACTURED ATLAS 228 PARK AVENUE SOUTH 56651 NEW YORK NY 10003 N/A PC SOCIETAL BENEFIT 5000 FRICK COLLECTION 1 EAST 70TH ST NEW YORK NY 10021 N/A PC SOCIETAL BENEFIT 1500 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 GRAMERCY PARK BLOCK ASSOCIATION 35 GLAMERCY PARK EAST NEW YORK NY 10003 N/A PC SOCIETAL BENEFIT 2000 GREAT PLAINS SPCA 5428 ANTIOCH ROAD MERRIAM KS 66202 N/A PC SHELTERING & VETERINARY CARE 2500 HABITAT FOR HUMANITY 322 W LAMAR STREET AMERICUS GA 31709 N/A PC SOCIETAL BENEFIT 5000 HARRISON PUBLIC LIBRARY FOUNDATION 2 BRUCE AVENUE HARRISON NY 10528 N/A PC SOCIETAL BENEFIT 1000 HOPE HOUSE PO BOX 577 LEES SUMMIT MO 64063 N/A PC SOCIETAL BENEFIT 1250 HOPEWEST 3090 NORTH 12TH STREET UNIT B GRAND JUNCTION CO 81506 N/A PC HOSPICE CARE 5000 HUMANE SOCIETY OF ATCHISON 100 NORTH 21ST ATCHISON KS 66002 N/A PC SHELTERING AND VETERINARY CARE 5000 INSPIRATIONAL TRIATHLON RACING INTERNATIONAL CORP 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SOCIETAL BENEFIT 1250 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 2000 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 15000 MONTROSE MEMORIAL HOSPITAL 800 S 3RD STREET MONTROSE CO 81401 N/A PC MEDICAL PRACTICE 2500 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 7000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 N/A PC SOCIETAL BENEFIT 3000 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 1500 PROJECT MOST INC PO BOX 1486 EAST HAMPTON NY 11937 N/A PC EDUCATIONAL 2000 RAINBOW MEADOWS EQUINE RESCUE & RETIREMENT INC PO BOX 1452 JUNCTION CITY KS 66441 N/A PC RESCUE ABUSED HORSES 1250 ROBERT LOUIS STEVENSON SCHOOL 24 WEST 74TH STREET NEW YORK NY 10023 N/A PC EDUCATIONAL 5000 ROBIN HOOD FOUNDATION 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 N/A PC SOCIETAL BENEFIT 15000 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 2000 ROW NEW YORK 110 WEST 40TH STREET SUITE 602 NEW YORK NY 10018 N/A PC EDUCATIONAL 3000 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 SMILE TRAIN INC 633 THIRD AVE 9TH FLOOR NEW YORK NY 10017 N/A PC SOCIETAL BENEFIT 3000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC MEDICAL PRACTICE AND RESEARCH 10000 THE ATCHISON AMELIA EARHART FOUNDATION 16701 286TH ROAD ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 3000 THE CHILDRENS SCHOLARSHIP FUND 8 WEST 38TH ST 9TH FLOOR NEW YORK NY 10018 N/A PC EDUCATIONAL 4000 THE DOLPHIN HOUSE CHILD ADVOCACY CENTER 735 SOUTH 1ST STREET MONTROSE CO 81401 N/A PC SOCIETAL BENEFIT 5000 THE NEO POLITICAL COWGIRLS INC 236 OLD STONE HWY EAST HAMPTON NY 11937 N/A PC SOCIETAL BENEFIT 2000 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 2000 USA FOR UNHCR 1310 L ST NW 450 WASHINGTON DC 20005 N/A PC SOCIETAL BENEFIT 15000 VALLEY HOPE OF ATCHISON 1816 N 2ND ST ATCHISON KS 66002 N/A PC SOCIETAL BENEFIT 5000 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 490000 0 14 1236 14 620850 01 1243 18 258049 0 881378 0 881378 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 44926 108660 ALTRIA GROUP INC 72956 118944 AT&T INC 53550 68855 AVISTA CORP 25450 25265 BANK OF AMERICA CORP 34604 57535 BANK OF NEW YORK MELLON CORP 49158 91613 BLACK HILLS CORP 42234 49782 BRISTOL-MYERS SQUIBB CO 82173 95522 BROADCOM INC 17579 103407 CAPITAL ONE FINANCIAL CORPORATION 28543 55491 CARDINAL HEALTH INC 28151 63565 CATERPILLAR INC 19648 64571 CHEVRON CORP 58687 72059 CISCO SYSTEMS INC 35152 65545 CITIGROUP INC 28500 42805 CME GROUP INC 33431 36652 COMCAST CORP-CLASS A 32081 32004 CUMMINS INC 43728 54006 EDISON INTERNATIONAL 39058 47999 EXXON MOBIL CORP 33740 91065 FIFTH THIRD BANCORP 33370 63247 FORD MOTOR CO 30306 31075 GEN DIGITAL INC 30823 34953 GILEAD SCIENCES INC 81961 114892 H&R BLOCK INC 11641 42148 HEWLETT PACKARD ENTERPRISE 36053 35692 HOME DEPOT INC 39017 74239 HONEYWELL INTERNATIONAL INC 35230 39598 INTERNATIONAL PAPER CO 40757 66949 INTL BUSINESS MACHINES CORP 88297 148726 JPMORGAN CHASE & CO 10461 79161 KIMBERLY-CLARK CORP 57891 56715 LENNAR CORP-A 27298 29995 LOCKHEED MARTIN CORP 42164 60353 MERCK & CO. INC. 29373 40249 METLIFE INC 17431 35910 MICROSOFT CORP 1980 32606 MORGAN STANLEY 13244 41194 NETAPP INC 36503 70150 NORTHWESTERN ENERGY GROUP INC 35958 38944 NRG ENERGY INC 40881 47147 PHILIP MORRIS INTERNATIONAL 21289 33265 PHILLIPS 66 43502 73287 PNC FINANCIAL SERVICES GROUP 31668 42300 PRUDENTIAL FINANCIAL INC 24157 38435 QUALCOMM INC 28182 54376 RTX CORP 44917 60793 SOUTHERN COPPER CORP 27133 37631 STATE STREET CORP 37174 48270 SYNCHRONY FINANCIAL 33033 58742 TYSON FOODS INC 42243 46376 UNION PACIFIC 25802 25689 UNITED PARCEL SERVICE 28076 28094 UNUM GROUP 17796 41603 VALERO ENERGY CORP 44153 62308 VERIZON COMMUNICATIONS INC 23806 37866 WALMART INC 26761 86858 WELLS FARGO & CO 35637 66573 GAMING AND LEISURE PROPERTIE 39735 41236 STAG INDUSTRIAL INC 29709 32524 VALLEY COMPANY 586750 8932260 GARMIN LTD 30019 61016 MEDTRONIC PLC 53248 56943 AMCOR PLC 34584 33197 INNOVATIVE INDUSTRIAL PROPER 31045 41319 SIMON PROPERTY GROUP INC 28615 42228 NATIONAL STORAGE AFFILIATES 31066 30803 OUTFRONT MEDIA 35390 36211 COST BASIS ADJUSTMENT 81 INSURANCE 18752 0 0 18752 OTHER MISC. INCOME 1243 0 0 INVESTMENT ADVISORY FEES 19189 19189 0 0 2024 1ST QUARTER ESTIMATED PAYMENT 5378 0 0 0