2025-10-29T11:01:20-05:00 2024-12-31 135565207 KPMG LLP ONE FINANCIAL PLAZA SUITE 2300 PROVIDENCE RI 02903 990PF 2024-01-01 431961686 JOSEPH & DOROTHY WHITEFORD EDU FDN JOSE 9133190300 5901 COLLEGE BOULEVARD SUITE 100 OVERLAND PARK KS 662111503 DAVID YOST PRESIDENT 9133190300 2025-10-28 true true LYLE J MOHLER P01340349 6892065200 2025-10-28 2024 2025-03-06 01:10:19Z X 384621 X 11654 11654 -3923 161649 0 0 7731 11654 2355 2119 236 0 0 0 0 0 0 1100 0 0 1100 2355 2355 0 0 2151 115 0 0 0 0 0 0 0 7961 4589 0 1336 28744 28744 36705 4589 0 30080 -28974 7065 0 10992 12956 12956 0 0 0 355751 324172 371665 366743 337128 384621 0 X 366743 337128 366743 337128 366743 337128 366743 -28974 359 338128 1000 337128 99.471 INVESCO DEVELOPING MARKETS R6 2023-02-01 2024-12-18 3826 3874 -48 -48 44.778 BAIRD INTERMEDIATE BOND INST 2024-05-20 2024-12-13 463 457 6 6 51.029 DFA US SMALL CAP I 2021-11-17 2024-12-13 2628 2598 30 30 195.8 DODGE & COX INCOME I 2020-09-28 2024-12-13 2471 2872 -401 -401 136.759 FIDELITY U.S. BOND INDEX FUND INSTITUTIO 2023-11-29 2024-05-20 1388 1384 4 4 4478.356 FIDELITY U.S. BOND INDEX FUND INSTITUTIO 2023-02-01 2024-05-20 45455 55704 -10249 -10249 1534.944 FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PR 2023-11-29 2024-05-20 15411 15329 82 82 1503.403 FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PR 2023-02-01 2024-05-20 15094 15019 75 75 39.298 GUGGENHEIM TOTAL RETURN BOND INSTL 2023-11-29 2024-05-20 913 907 6 6 1095.132 GUGGENHEIM TOTAL RETURN BOND INSTL 2021-09-28 2024-05-20 25451 31291 -5840 -5840 538.828 PALMER SQUARE INCOME PLUS I 2014-12-01 2024-05-20 5426 5345 81 81 49.624 JPMORGAN LARGE CAP GROWTH I 2023-02-01 2024-03-14 3436 2549 887 887 67.217 JPMORGAN LARGE CAP GROWTH I 2020-03-10 2024-12-13 5536 2524 3012 3012 4774.219 LORD ABBETT SHORT DURATION INCOME I 2021-09-28 2024-05-20 18333 19956 -1623 -1623 41.251 NEUBERGER BERMAN LARGE CAP VALUE INSTL 2021-08-25 2024-12-13 1952 1856 96 96 .852 VANGUARD GROWTH INDEX ADMIRAL 2020-03-10 2024-03-14 150 76 74 74 43.134 VANGUARD GROWTH INDEX ADMIRAL 2020-03-10 2024-12-13 9408 3831 5577 5577 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 CAPITAL GAIN DIVIDENDS P 4308 -3923 98 0 98 0 98 127 0 0 127 0 29 29 0 false false false false false false false true true KS true false false false false true MIDWEST TRUST COMPANY 9133190300 5901 COLLEGE BLVD STE 100 OVERLAND PARK KS 662111503 false false false false true false false false false false false false false false false true false false false false false false false MIDWEST TRUST COMPANY 5901 COLLEGE BLVD SUITE 100 OVERLAND PARK KS 66211 TRUSTEE 1 2355 NONE 0 NONE 0 389840 11022 0 400862 0 0 400862 6013 394849 19742 19742 98 98 19644 0 19644 0 19644 30080 0 0 0 0 30080 19644 18248 2022 6495 0 0 0 0 0 0 30080 18248 6495 0 5337 0 0 0 0 0 0 0 0 14307 0 0 0 0 0 0 0 0 NONE NONE CHRIS KUCKELMAN 5901 COLLEGE BLVD SUITE 100 OVERLAND PARK KS 66211 9133190300 N/A N/A EXCLUSIVELY FOR GRADUATES OF OSAWATOMIE HIGH SCHOOL KS FOR HIGHER EDUCATION LIBERTY UNIVERSITY 1971 UNIVERSITY BLVD LYNCHBURG VA 24515 NONE N/A SCHOLARSHIP 4624 OTTAWA UNIVERSITY 1001 S CEDAR ST OTTAWA KS 66067 NONE N/A SCHOLARSHIP 500 KANSAS STATE UNIVERSITY 919 MID CAMPUS DRNORTH MANHATTAN KS 66506 NONE N/A SCHOLARSHIP 9248 UNIVERSITY OF KANSAS 1450 JAYHAWK BLVD LAWRENCE KS 66045 NONE N/A SCHOLARSHIP 4624 FORT SCOTT COMMUNITY COLLEGE 2108 HORTON ST FORT SCOTT KS 66701 NONE N/A SCHOLARSHIP 4124 WASHBURN UNIVERSITY 1700 SW COLLEGE AVE TOPEKA KS 66621 NONE N/A SCHOLARSHIP 4624 SOUTHEASTERN UNIVERSITY 1000 LONGFELLOW BLVD LAKELAND FL 33801 NONE N/A SCHOLARSHIP 500 UNIVERSITY OF MISSOURI 230 JESSE HALL COLUMBIA MO 65211 NONE N/A SCHOLARSHIP 500 28744 14 11654 18 -3923 7731 7731 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1100 1100 SEE ATTACHED STATEMENT AT COST 324172 371665 2024 GRANT REVERSED IN 2025 1000 MUTUAL FUND TIMING DIFFERENCE 293 RETURN OF CAPITAL ADJUSTMENT 66 INVESTMNT MNGMNT FEES (NON-DED 2355 2355 FEDERAL TAX PAYMENT - PRIOR YE 1972 0 0 FEDERAL ESTIMATES - PRINCIPAL 64 0 0 FOREIGN TAXES ON QUALIFIED FOR 108 108 0 FOREIGN TAXES ON NONQUALIFIED 7 7 0