2018-11-08T12:13:08-06:00 2017-12-31 430948710 LATHROP GAGE LLP 2345 GRAND BOULEVARD KANSAS CITY MO 64108 990PF 2017-01-01 546828522 JACK AND SUSAN PIERSON CHARITABLE TRUST JACK 9135410066 2801 WEST 63RD STREET SHAWNEE MISSION KS 66208 SUSAN K PIERSON CO TRUSTEE 9135410066 2018-10-30 1 GAYLE V RICHARDSON P01212620 8162922000 204.194.207.1 2018-11-08 12:12:57 CS P D06CEA6CDEBA6F6E0088A681BD325C82F396CD5E 0BBA2F750F2ED430F08AC47EF9761E5F4A80F310 2017 2019-02-21 02:37:17Z X 1232241 X X 17 17 26492 26492 5221 70300 5221 31730 31730 0 0 0 1600 0 1600 3000 0 3000 655 363 0 5255 363 4600 53000 53000 58255 363 57600 -26525 31367 10302 78691 78691 947002 893696 1153550 957304 972387 1232241 7500 50500 7500 50500 X 0 0 0 0 949804 921887 949804 921887 957304 972387 949804 -26525 0 923279 1392 921887 769 VIPSX P 10000 10920 -920 -920 938 VFSUX P 10000 10149 -149 -149 360 VTIAX P 10000 9131 869 869 1026 VFIDXC P 10000 10498 -498 -498 932 VBTLX P 10000 10282 -282 -282 165 VTSAX P 10000 6209 3791 3791 86 VGSLX P 10000 7890 2110 2110 LT LOSSES ON WASH SALES DISALLOWED P 31 31 31 CAPITAL GAINS DIVIDENDS P 269 269 269 5221 0 54133 1078455 0.050195 51346 1032826 0.049714 47491 997640 0.047603 44507 963049 0.046215 54590 974181 0.056037 0.249764 0.049953 1143259 57109 314 57423 57600 X 314 0 314 0 314 0 314 0 314 0 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A SUSAN K PIERSON 9133624364 2801 WEST 63RD STREET SHAWNEE MISSION KS 66208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KIMBERLY P COLEMAN 10108 NW 74 ST KANSAS CITY MO 64152 TRUSTEE 0.00 0 0 0 SUSAN PIERSON 2801 WEST 63RD STREET SHAWNEE MISSION KS 66208 TRUSTEE 1.00 0 0 0 MERRILL NUNNALLY 1505 LANDSFORD DR ALLEN TX 75013 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1125585 35084 0 1160669 0 0 1160669 17410 1143259 57163 57163 314 314 56849 0 56849 0 56849 57600 0 57600 314 57286 56849 0 0 960 183 794 1937 57600 0 0 0 56849 751 0 0 2688 0 0 0 0 0 0 960 1728 183 794 751 X 50-50 IN 2020 - IOWA WOMEN'S FOUNDATION 2201 E GRANTVIEW DR CORALVILLE IA 52241 N/A PUBLIC CHARITY CHARITABLE 500 BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY 2405 ELMWOOD AVE KANSAS CITY MO 64127 N/A PUBLIC CHARITY CHARITABLE 2500 CHILDRENS MERCY HOSPITAL FOUNDATION 2401 GILLHAM RD KANSAS CITY MO 64108 N/A PUBLIC CHARITY CHARITABLE 500 CITY UNION MISSION 1100 E 11TH ST KANSAS CITY MO 64106 N/A PUBLIC CHARITY CHARITABLE 2000 GREAT PLAINS SPCA 5424 ANTIOCH DR MERRIAM KS 66202 N/A PUBLIC CHARITY PREVENTION OF CRUELTY TO ANIMALS 2000 HARVESTERS 3801 TOPPING AVE KANSAS CITY MO 64129 N/A PUBLIC CHARITY CHARITABLE 1000 HEART OF AMERICA BOY SCOUT COUNCIL 10210 HOLMES RD KANSAS CITY MO 64131 N/A PUBLIC CHARITY CHARITABLE 2500 HORIZON ACADEMY 4901 REINHARDT DR STE A ROELAND PARK KS 66205 N/A PUBLIC CHARITY EDUCATIONEDUCATION 6000 KANSAS CITY COMMUNITY GARDENS 6917 KENSINGTON AVE KANSAS CITY MO 64132 N/A PUBLIC CHARITY CHARITABLE 5000 KANSAS CITY RESCUE MISSION 1520 CHERRY ST KANSAS CITY MO 64108 N/A PUBLIC CHARITY CHARITABLE 2000 KAUFFMAN CENTER FOR THE PERFORMING ARTS 1601 BROADWAY KANSAS CITY MO 64108 N/A PUBLIC CHARITY CULTURAL 3000 NATIONAL WORLD WAR ONE MUSEUM 100 W 26 ST KANSAS CITY MO 64108 N/A PUBLIC CHARITY CHARITABLE 500 OPERATION BREAKTHROUGH 3039 TROOST KANSAS CITY MO 64109 N/A PUBLIC CHARITY EDUCATION 2000 POWELL GARDENS 1609 NW HIGHWAY KINGSVILLE MO 64061 N/A PUBLIC CHARITY CHARITABLECHARITABLE;LISTTOTAL 2750 3500 SALVATION ARMY 1351 E 10 ST KANSAS CITY MO 64106 N/A PUBLIC CHARITY CHARITABLE 2000 THE NATURE CONSERVANCY 4245 FAIRFAX DR STE 100 ARLINGTON VA 22203 N/A PUBLIC CHARITY CHARITABLE 4000 TUCSON BOTANICAL GARDENS 2150 N ALVERNON WAY TUCSON AZ 85716 N/A PUBLIC CHARITY CHARITABLE 2000 VILLAGE PRESBYTERIAN CHURCH 6641 MISSION RD PRAIRIE VILLAGE KS 66208 N/A PUBLIC CHARITY RELIGIOUS 10000 WAYSIDE WAIFS 3901 E MARTHA TRUMAN RD KANSAS CITY MO 64137 N/A PUBLIC CHARITY PREVENTION OF CRUELTY TO ANIMALS 2000 53000 0 17 26492 5221 0 0 31730 31730 1 INCOME FROM INVESTMENTS IS USED TO FUND THE FOUNDATION'S ANNUAL DISBURSEMENT TO QUALIFIED CHARITIES. 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3000 0 3000 VANGUARD FUNDS AT COST 893696 1153550 LEGAL FEES 1600 0 1600 BOOK-TO-TAX ADJUSTMENT: WASH SALES 31 ADJUSTMENT TO BALANCE 1361 2016 EXCISE TAX PAID IN 2017 292 0 0 FOREIGN TAX PAID 363 363 0