2021-11-12T14:28:26-06:00 2020-12-31 JMW & ASSOCIATES LLC 6400 Glenwood Suite 100 Overland Park KS 66202 990PF 2020-01-01 481135485 Lockton Family Foundation % CHERYL L WILLIAMS LOCK 8169609918 444 W 47TH STREET SUITE 900 Kansas City MO 64112 CHERYL L WILLIAMS TRUSTEE TRUSTEE 8169609918 2021-04-21 true CHERYL L WILLIAMS TRUSTEE XXX-XX-XXXX Meryn Goehausen P00731634 9134994920 2021-04-21 2 2020 2022-09-23 18:48:47Z X 1662275 X 69350 11 11 28701 28701 -5207 1179680 0 92855 28712 0 6000 3000 0 3000 794 794 8400 7844 556 15194 11638 0 3556 236363 236363 251557 11638 0 239919 -158702 17074 4894 25234 25234 30871 33846 33846 1530908 1294614 1603195 1566673 1353694 1662275 0 0 X 1566671 1353694 1566671 1353694 1566671 1353694 1566671 -158702 1407969 54275 1353694 ST GAIN/LOSS 2020-12-31 834115 847972 -6702 -13857 LT GAIN/LOSS 2020-12-31 345345 344441 1274 904 CAPITAL GAIN DIVIDENDS P 220 CAPITAL GAIN DIVIDENDS P 220 -5208 237 237 237 3883 0 3883 3646 3646 false false false false false false false true MO true false true false false true N/A CHERYL L WILLIAMS 8169609918 444 W 47TH ST SUITE 900 KANSAS CITY MO 64112 false false false false false false false false false false false false false false false false false false false false false false CHERYL L WILLIAMS 5825 OVERHILL MISSION HILLS KS 66208 TRUSTEE 2.0 0 0 0 RONALD J LOCKTON 2321 W 59TH STREET MISSION HILLS KS 66208 TRUSTEE 1.0 0 0 0 DONALD S LOCKTON 6715 CHEROKEE LANE MISSION HILLS KS 66208 TRUSTEE 1.0 0 0 0 JOHN STEPHEN LOCKTON 4747 SOUTH FRANKLIN STREET CHERRY HILLS VILLAGE CO 80113 TRUSTEE 1.0 0 0 0 N/A NONE 1548139 29020 0 1577159 0 1577159 23657 1553502 77675 77675 237 237 77438 77438 77438 239919 0 0 0 0 239919 0 239919 77438 0 2018 2017 2016 0 23732 58999 60967 170442 11690 325830 239919 0 77438 162481 488311 0 0 0 0 23732 464579 58999 60967 170442 11690 162481 NA NA X MOCSA 3100 BROADWAY STE 400 KANSAS CITY MO 64111 NONE PC GENERAL OPERATING SUPPORT - CIVIC SERVICES 10000 THE PEMBROKE HILL SCHOOL 400 W 51ST STREET KANSAS CITY MO 64112 NONE PC GENERAL OPERATING SUPPORT - EDUCATION 5000 THE SALVATION ARMY 3637 BROADWAY BOULEVARD KANSAS CITY MO 64111 NONE PC GENERAL OPERATING SUPPORT - CIVIC SERVICES 2500 BLUE DOT FOUNDATION 2811 WILSHIRE BOULVEVARD SANTA MONICA CA 90403 NONE PC GENERAL OPERATING SUPPORT - CIVIC SERVICES 17500 THE UNIVERSITY OF KANSAS MEDICAL CENTER 4000 CAMBRIDGE STREET KANSAS CITY KS 66160 NONE PC COVID PERSONAL PROTECTIVE EQUIPMENT FOR HOSPITAL EMPLOYEES 119363 DENVER ACADEMY 4400 E ILLIFF AVENUE DENVER CO 80222 NONE PC GENERAL OPERATING SUPPORT - EDUCATION 30000 THE ELLIS FOUNDATION PO BOX 54 FORT SCOTT KS 66701 NONE PC GENERAL OPERATING SUPPORT - EDUCATION 12000 AMERICAN RED CROSS 6601 WINCHESTER AVE STE 110 KANSAS CITY MO 64133 NONE PC GENERAL OPERATING SUPPORT - CIVIC SERVICES 5000 SUPPORTING KIDS FOUNDATION PO BOX 15171 LENEXA KS 66285 NONE PC GENERAL OPERATING SUPPORT - CIVIC SERVICES 10000 KCGPA FOUNDATION 5000 EAST 17TH STREET KANSAS CITY MO 64127 NONE PC GENERAL OPERATING SUPPORT - EDUCATION 25000 236363 DENVER ACADEMY 4400 E ILIFF AVENUE DENVER CO 80222 NONE PC GENERAL OPERATING SUPPORT - EDUCATION 90000 90000 14 11 14 28701 18 -5207 23505 23505 false false false false false false false false false false X X 1 DENISE BADE 444 W 47TH STREET KANSAS CITY MO 64112 5000 X 2 JOHN MUNDY 444 W 47TH STREET KANSAS CITY MO 64112 5000 X 3 RONALD LOCKTON 444 W 47TH STREET KANSAS CITY MO 64112 20000 X 4 GROVER SIMPSON 444 W 47TH STREET KANSAS CITY MO 64112 5000 X 5 RICH REDA 444 W 47TH STREET KANSAS CITY MO 64112 5000 X 6 DON MORRIS 444 W 47TH STREET KANSAS CITY MO 64112 5000 X 7 VARIOUS CONTRIBUTIONS 444 W 47TH STREET KANSAS CITY MO 64112 5000 X JMW & ASSOCIATES 6000 3000 3000 NONE MORGAN STANLEY - 107593 ATCH A 1073759 1383012 MORGAN STANLEY - 17199 ATCH A 220855 220183 BOOK TO TAX 54275 BANK FEES 93 93 0 WEB HOSTING FEE 556 0 556 INVESTMENT/ADVISORY FEES 7751 7751 0 FOREIGN TAXES PAID 794 794 FEDERAL TAXES PAID 0