2019-11-15T10:47:09-06:00 2018-12-31 BKD LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990PF 2018-01-01 266095573 Ronald D Deffenbaugh Foundation c/o Charles E Wetzler - Trustee % CHARLES E WETZLER RONA 9138143830 4501 West 135th Street Leawood KS 66224 CHARLES WELTZER TRUSTEE 9138143630 2019-11-15 true Megan Mallen CPA P00787170 8162216300 167.68.126.162 43372220193195000001 2019-11-15 P 2FDF6C8628F65582BED0B107C709513F48D8570B 000AA6C7DCE44354A7A033CB729008034F4EBC2F 2018 2020-04-17 16:48:07Z X 47690528 X 6042486 938761 934794 1514056 7305387 1514056 1402 1402 8496705 2450252 0 380 0 0 380 4750 47 0 4703 751539 381271 370268 2375 2375 119506 30172 23447 23428 901997 437293 0 375351 1382400 1382400 2284397 437293 0 1757751 6212308 2012959 15386 6338826 6338826 7369878 1455396 1455396 34457179 35356394 35356394 5255729 4531614 4528614 19792 11298 11298 47117964 47693528 47690528 352643 10025 352643 10025 X 46765321 47683503 46765321 47683503 47117964 47693528 46765321 6212308 52977629 5294126 47683503 MERRILL LYNCH 4104 P 2018-12-31 1908013 1628395 283069 279618 MERRILL LYNCH 4104 P 2018-12-31 5311907 4442482 874392 869425 CAPITAL GAIN DIVIDENDS P 358534 1514056 false 731215 38457776 0.019013 135790 28797123 0.004715 1878536 21371981 0.087897 1138700 17662034 0.064472 2325321 16049206 0.144887 0.320984 0.064197 45767082 2938109 20130 2958239 1757751 40259 40259 40259 44800 30000 74800 34541 34541 false false false 0 0 0 false false false false true true KS true false false false false true N/A CHARLES E WETZLER 9138143830 4501 WEST 135TH STREET LEAWOOD KS 66224 false false false false false false false false false false false false false false false false false false false false false CHARLES E WETZLER 4501 West 135th Street Leawood KS 66224 TRUSTEE 1.0 0 0 0 MARK O ROSENAU 4501 West 135th Street Leawood KS 66224 TRUSTEE 1.0 0 0 0 GEORGE MCGREW 4501 West 135th Street Leawood KS 66224 TRUSTEE 1.0 0 0 0 0 RDD FAMILY OFFICE PO BOX 482146 KANSAS CITY MO 64148 MANAGEMENT SERVICES 493691 MERRILL LYNCH 540 W MADISON STREET STE 2020 CHICAGO IL 60661 INVESTMENT SERVICES 126037 TD AMERITRADE PO BOX 2209 OMAHA NE 68103 INVESTMENT SERVICES 97424 0 44339762 2124281 0 46464043 0 46464043 696961 45767082 2288354 2288354 40259 40259 2248095 2248095 2248095 1757751 0 0 0 0 1757751 1757751 2248095 0 2016 2015 2014 0 181666 264222 815391 1261279 1757751 0 1757751 0 490344 490344 770935 0 0 0 0 770935 770935 X PASTORS 411 FOUNDATION PO BOX 19510 LENEXA KS 66285 NONE PC FOR PROGRAM SUPPORT 72000 CRAIG HOSPITAL FOUNDATION 3425 S CLARKSON ST ENGLEWOOD CO 80113 NONE PC CAMPUS EXPANSION AND REVITALIZATION PROJECT 100000 WOMEN'S EMPLOYMENT NETWORK 920 MAIN ST SUITE 100 KANSAS CITY MO 64105 NONE PC GENERAL OPERATIONS 20000 THE LIGHT HOUSE PO BOX 22553 KANSAS CITY MO 64113 NONE PC GENERAL OPERATIONS 54000 MUSEUM AT PRAIRIEFIRE FOUNDATION 5801 W 135TH ST OVERLAND PARK KS 66223 NONE PC GENERAL OPERATIONS 15000 CATHOLIC CHARITIES FOUNDATION 2050 Ballenger Ave Suite 400 Alexandria VA 22314 NONE PC GENERAL OPERATIONS 85000 3930 Troost Foundation Inc 3930 TROOST AVE KANSAS CITY MO MO 64110 none PC general operations 25000 Academy for the Integrated Arts (AFIA) 7910 TROOST AVE KANSAS CITY MO 64131 NONE PC GENERAL OPERATIONS 50000 Arts & Recreation Foundation of OP P O Box 26392 Overland Park KS 66225 NONE PC GENERAL OPERATIONS 50000 Boys Hope Girls Hope of Kansas City 12120 State Line Rd 104 Leawood KS 66209 NONE PC GENERAL OPERATIONS 15000 Brain Injury Assn of Kansas and KC 6701 W 64th St 120 Shawnee Mission KS 66202 NONE PC GENERAL OPERATIONS 5000 Carry the Cross Ministries 5517 Freeman Ave B Kansas City KS 66102 NONE PC GENERAL OPERATIONS 30000 Christmas in October 3261 Roanoke Rd Kansas City MO 64111 NONE PC GENERAL OPERATIONS 10000 Community Living Opportunities Inc 11627 W 79th St Lenexa KS 66214 NONE PC GENERAL OPERATIONS 50000 Developing Potential Inc (DPI) 251 NW Executive Way Suite 200 Lees Summit MO 64063 NONE PC GENERAL OPERATIONS 25000 Donnelly College 608 N 18 St Kansas City KS 66102 NONE PC GENERAL OPERATIONS 10000 Drumm Center for Children (Drumm Farm) 3210 S Lees Summit Rd Independence MO 64055 NONE PC GENERAL OPERATIONS 54400 Emmanuel Baptist Church 300 N PENNSYLVANIA ST WEBB CITY MO 64870 NONE PC GENERAL OPERATIONS 5000 Family Conservancy 444 Minnesota Avenue Suite 200 Kansas City KS 66101 NONE PC GENERAL OPERATIONS 25000 First Call 9091 State Line Road Kansas City MO 64114 NONE PC GENERAL OPERATIONS 100000 FosterAdopt Connect 18600 E 37th Terrace S Independence MO 64057 NONE PC GENERAL OPERATIONS 10000 Gilda's Club Kansas City 21 43rd St Kansas City MO 64111 NONE PC GENERAL OPERATIONS 5000 Gordon Parks Elementary School 3715 Wyoming St Kansas City MO 64111 NONE PC GENERAL OPERATIONS 10000 Inclusion Connections 2073 E Santa Fe St Olathe KS 66062 NONE PC GENERAL OPERATIONS 5000 Job One Inc 1085 S Yuma Ave Independence MO 64056 NONE PC GENERAL OPERATIONS 100000 Kansas City Scholars 8080 Ward Pkwy 402 Kansas City MO 64114 NONE PC GENERAL OPERATIONS 50000 Kauffman Center for the Performing Arts 1601 Broadway Blvd Kansas City MO 64108 NONE PC GENERAL OPERATIONS 40000 KC Healthy Kids 650 Minnesota Ave 2 Kansas City KS 66101 NONE PC GENERAL OPERATIONS 10000 Literacy KC 3036 Troost Ave Kansas City MO 64109 NONE PC GENERAL OPERATIONS 25000 Lorraines House 117 N Cooper St Olathe KS 66061 NONE PC GENERAL OPERATIONS 10000 Medical Missions Foundation 8363 Melrose Dr Lenexa KS 66214 NONE PC GENERAL OPERATIONS 10000 Mesner Puppet Theater 1006 Linwood Blvd Kansas City MO 64109 NONE PC GENERAL OPERATIONS 10000 Metropolitan Community College Foundation 3200 Broadway Kansas City MO 64111 NONE PC GENERAL OPERATIONS 10000 Metropolitan Lutheran Ministry 3031 Holmes Street Kansas City MO 64109 NONE PC GENERAL OPERATIONS 80000 Pastors 411 Foundation 2 7329 HALSEY ST SHAWNEE KS 66216 NONE PC GENERAL OPERATIONS 77000 Performing Arts Foundation 1020 Central Suite 200 Kansas City MO 64105 NONE PC GENERAL OPERATIONS 10000 Santa Fe Waystation Inc 6422 Santa Fe Dr Mission KS 66202 NONE PC GENERAL OPERATIONS 5000 Sherwood Autism Center 8030 Ward Parkway Plaza Kansas City MO 64114 NONE PC GENERAL OPERATIONS 20000 Special Olympics Kansas 5280 Foxridge Dr Mission KS 66202 NONE PC GENERAL OPERATIONS 20000 Veterans Community Project 8900 Troost Ave Kansas City MO 64131 NONE PC GENERAL OPERATIONS 20000 Wildwood Outdoor Education Center 7095 W 399th St Lacygne KS 66040 NONE PC GENERAL OPERATIONS 30000 William Jewell College 500 College Hill Liberty MO 64068 NONE PC GENERAL OPERATIONS 15000 Wonderscope Childrens Museum 5700 King St Shawnee KS 66203 NONE PC GENERAL OPERATIONS 10000 1382400 14 938761 18 1514056 OTHER INCOME 18 1402 2454219 2454219 false false false false false false false false false false X X 1 RONALD DEFFENBAUGH SR MANAGEMENT TR 2345 GRAND BLVD STE 2400 KANSAS CITY MO 64108 17000 X 2 RONALD D DEFFENBAUGH SR CLT DTD 5-1 PO BOX 482146 KANSAS CITY MO 64148 6025486 X BKD, LLP 4750 47 4703 ISHARES JPM USD EMRG MKT BND 300301 300301 DFA INTL REAL ESTATE 428075 428075 DFA EMERGING MKTS VALUE 1906190 1906190 DFA EMERGING MKTS SMALL 1197909 1197909 DFA INTL SMALL CAP VALUE 1686822 1686822 DFA US SMALL CAP VALUE 1347254 1347254 DFA US LARGE CAP VALUE 2030543 2030543 DFA INTL VALUE PORT 2451929 2451929 VANGUARD REIT INDEX 358482 358482 VANGUARD TOTAL BOND 2673762 2673762 VANGUARD EMRG MKTS GOVT 123555 123555 VANGUARD SHORT TERM INFL 709801 709801 VANGUARD TOTAL INTL BD 1181242 1181242 COMM SERVICES SELECT 1189979 1189979 CONSUMER DISCRETIONARY 1376635 1376635 FIRST TR EXCHANGE TRADED 0 0 FIRST TRUST DOW JONES 733675 733675 FIRST TRUST CLOUD 738537 738537 HEALTH CARE SELECT SPDR 1000748 1000748 ISHARES MSCI CDA ETF 314283 314283 ISHARES MSCI SWITZERLAND 198828 198828 ISHARES MSCI SWEDEN 67070 67070 ISHARES NASDAQ BIOTECH 525254 525254 ISHARES MSCI PACIFIC 635237 635237 ISHARES MSCI EUROZONE 871381 871381 ISHARES MSCI JAPAN ETF 945825 945825 ISHARES MSCI U K ETF SHS 622514 622514 ISHARES INC CORE MSCI 846767 846767 PIMCO INVESTMENT GRADE 0 0 PIMCO INCOME FUND CL 1421328 1421328 PIMCO SHORT TERM FD 704398 704398 REAL ESTATE SELECT 294655 294655 SPDR US FINANCIAL SECTOR 611888 611888 VANGUARD CONSUMER 697693 697693 VANGUARD MATERIALS ETF 205367 205367 VANGUARD INFORMATION 1418889 1418889 VANGUARD INDUSTRIAL ETF 1314396 1314396 DOUBLELINE TOTAL RETURN 225166 225166 CROSSFIRST BANKSHARES 2000016 2000016 BLACKSTONE STRAT VII 749279 749279 STRATEGIC V 176763 176763 CQS DIRECTIONAL 515747 515747 EMSO SAQUARO LTD 437669 437669 AG MORTGAGE VALUE 441914 441914 BEACH POINT ACCESS LTD 526213 523213 MONARCH DEBT RECOVERY 386040 386040 OZOFII ACCESS LTD 565129 565129 RENAISSANCE ACCESS 732860 732860 ABBEY CAPITAL 0 0 CARLSON DOUBLE BLACK 0 0 LEGAL FEES 380 380 OTHER RECEIVABLES 19792 11298 11298 UNREALIZED LOSS 5294126 BANK SERVICE FEES 681 681 OTHER PORTFOLIO DEDUCTIONS 22747 22747 NONDEDUCTIBLE EXPENSES 19 other income 1402 1402 OTHER LIABILITIES 352643 10025 INVESTMENT FEES 257848 257848 MANAGEMENT FEES 493691 123423 370268 FOREIGN TAXES PAID 30172 30172 EXCISE TAX 89334