2022-08-24T14:11:13-05:00 2022-04-30 480894999 AGLER & GAEDDERT CHARTERED PO BOX 1020 OTTAWA KS 66067 990PF 2021-05-01 472409015 LEWIS FAMILY FOUNDATION LEWI 9132592110 FIRST OPTION BANK PO BOX B PAOLA KS 66071 FIRST OPTION BANK TRUST DEPARTMENT TRUSTEE 9132592110 2022-08-24 1 FIRST OPTION BANK TRUST DE XXX-XX-XXXX LUCILLE L HINDERLITER CPA P00031530 7852423170 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 526417 X X 5 5 22910 22910 9015 268023 9015 31930 31930 11503 6775 4728 2050 0 2050 950 0 0 14503 6775 6778 19423 19423 33926 6775 26201 -1996 25155 62 271 271 13394 13841 13841 534314 531661 512305 547770 545773 526417 0 0 X 602836 611851 0 0 -55066 -66078 547770 545773 547770 545773 547770 -1996 0 545774 1 545773 PUBLICLY TRADED SECURITIES 2022-01-27 2022-03-17 194160 206288 -12128 -12128 PUBLICLY TRADED SECURITIES 2019-09-25 2021-06-07 63180 52720 10460 10460 CAPITAL GAINS DIVIDENDS P 10683 10683 10683 9015 350 0 350 0 350 960 0 0 0 960 0 610 610 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A FIRST OPTION BANK TRUST DEPARTMENT 9132592110 702 BAPTISTE DR PAOLA KS 66071 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FIRST OPTION BANK 702 BAPTISTE DR PAOLA KS 66071 TRUSTEE 0.50 11503 0 0 NONE 0 NONE 0 0 592404 15107 0 607511 0 0 607511 9113 598398 29920 29920 350 350 29570 0 29570 0 29570 26201 0 26201 29570 19423 0 0 26201 19423 0 0 6778 0 0 0 0 0 0 0 0 22792 0 0 0 LEWIS FAMILY FOUNDATION FIRST OPTION BANK TRUST DEPARTMENT PO BOX B PAOLA KS 66071 9132949222 THERE IS NO SPECIFIC APPLICATION FORM. THE REQUEST FOR FUNDS NEEDS TO VERIFY THE COMMUNITY NEED, CHALLENGE TO BE ADDRESSED, TARGET GROUP OF PROJECT, GOALS AND METHOD TO ACHIEVE, AN ITEMIZED BUDGET AND THE SPECIFIC AMOUNT REQUESTED. SUBMIT THE REQUEST ON THE REQUESTING ORGANIZATION'S STATIONERY. SHOW PROOF OF 501(C)(3) STATUS. NONE CHARITABLE ORGANIZATIONS EXEMPT UNDER 501(C)(3) COMMUNITY SENIOR SERVICE CENTER INC 815 6TH STREET OSAWATOMIE KS 66064 PC FOOD/SUPPLIES 962 FIRST LUTHERAN CHURCH 401 EAST PIANKISHAW PAOLA KS 66071 PC GENERAL SUPPORT OF CHURCH PROGRAMS 10000 MY FATHERS HOUSE COMMUNITY SERVICES INC 1004 NORTH PEARL PAOLA KS 66071 PC HUD CAMPAIGN 2500 PAOLA ASSOCIATION OF CHURCH ACTION 7 EAST SUNSET PAOLA KS 66071 PC FOOD/SUPPLIES 961 SAINT PAUL LUTHERAN HIGH SCHOOL 205 SOUTH MAIN ST CONCORDIA MO 64020 PC SUPPLIES 5000 19423 0 14 5 14 22910 18 9015 0 31930 0 31930 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 2050 0 2050 BUFFALO DISCOVERY FUND 24684 21049 ARK INNOVATION ETF 23277 11877 BROWN ADVISORY SUSTAINABLE GROWTH I 14982 13886 CALAMOS CONVERTIBLE & HIGH INCOME FD 22275 21904 COHEN & STEERS QUAL INC REALTY 12966 16265 COHEN & STEERS CLD END OPPORT 22213 20735 DODGE & COX 17267 21082 FIDELITY INTL CAPITAL APPREC 23131 21113 FIDELITY LARGE CAP VALUE ENHANCED INDEX 17008 14683 FRANKLIN INTL GROWTH 15664 13963 GUGGENHEIM STRATEGIC OPPO 11788 11070 MFS MASSACHESETTS INVS GROWTH STK 19903 21709 PIMCO CORPORATE OPPR FD 13507 11050 PIMCO INFLATION RESPONSE MULTIASSET INSL 16311 16734 AMERICAN FUNDS SMALLCAP WORLD FD 15661 14033 VANGUARD TOTAL INTL STOCK INDEX 26236 28868 VANGUARD SMALL CAP VALUE ADMIRAL 25381 28682 VANGUARD MID CAP INDEX ADM 23846 28921 VANGUARD 500 INDEX ADMIRAL 20044 28692 VIRTUS MID-CAP VALUE 14533 14296 BLACKROCK HIGH YIELD BD PORTFOLIO INSTL 17197 16123 COLUMBIA TOTAL RETURN BOND ADV 30154 26167 DOUBLELINE LOW DURATION BOND I 16948 16373 AAM/HIMCO SHORT DURATION 14020 13731 MFS EMERGING MARKETS DEBT 25259 21262 PIMCO INTL BOND FD 23240 21483 PIMCO HIGH INCOME FUND 24166 16554 ROUNDING 1 EXCISE TAX 950 0 0