2025-12-15T15:13:12-06:00 2024-12-31 923463660 THE RETIREMENT PLANNING GROUP LLC 11460 TOMAHAWK CREEK PKWY SUITE 400 LEAWOOD KS 66211 990PF 2024-01-01 276368194 JOEL AND JUDY CERWICK FOUNDATION JOEL 9136486440 3020 W 69TH STREET MISSION HILLS KS 66208 JOEL CERWICK TRUSTEE 9136486440 2025-11-24 1 1 MEREDITH N DICKINSON CPA P00570471 9139069898 2024 2025-03-06 01:10:19Z X 1588651 X X 1295 1295 38857 38857 269413 285540 269413 309565 309565 0 0 0 0 0 2750 1375 0 0 11885 11885 0 0 80 0 0 0 1305 652 0 0 16020 13912 0 0 63200 63200 79220 13912 0 63200 230345 295653 0 9668 252448 252448 1411924 1330660 1330660 11181 5543 5543 1432773 1588651 1588651 0 0 X 0 0 0 0 1432773 1588651 1432773 1588651 1432773 1588651 1432773 230345 0 1663118 74467 1588651 5000 SHS O OF APACHE 2020-04-07 2024-12-06 5490 1682 1682 ELI LILLY 2009-10-29 2024-04-08 279732 267413 267413 OPTIONS 2024-12-31 318 318 318 269413 318 4110 0 4110 0 4110 982 0 0 0 982 0 3128 0 0 0 0 0 0 0 0 0 0 1 1 KS 0 0 0 0 0 1 N/A JOEL A CERWICK 9136486440 3020 W 69TH STREET MISSION HILLS KS 66208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOEL CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 JUDITH CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 BRIGETTE CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 ALAN CERWICK 3020 W 69TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1447123 210025 0 1657148 0 0 1657148 24857 1632291 81615 81615 4110 4110 77505 0 77505 0 77505 63200 0 63200 77505 62076 0 0 63200 62076 0 0 1124 0 0 0 0 0 0 0 0 76381 0 0 0 X MARTIN LUTHER ACADEMY 7112 N OVERLAND PARK DR KANSAS CITY MO 65200 NONE PC GENERAL OPERATING FUND - EDUCATION 63200 63200 0 14 1295 14 38857 18 269413 0 309565 0 309565 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 2750 1375 0 0 FOUNDATION IS EXEMPT FROM FILING UNDER KANSAS REGULATIONS. AMERADA 5543 5543 ABBOTT LABORATORIES 22622 22622 ADR BP PLC 8868 8868 ADR GSK PLC 8117 8117 ADR RIO TINTO PLC 4411 4411 ADR SHELL PLC 12530 12530 ALLSTATE CORP 38558 38558 APA CORP 9236 9236 AT&T INC 6831 6831 BAXTER INTL INC 5832 5832 CHEVRON CORP 28968 28968 CINCINNATI FINANCIAL CORP 28740 28740 CLOROX CO 32482 32482 COLGATE-PALMOLIVE CO 36364 36364 CONOCOPHILLIPS 19834 19834 COSTCO WHSL CORP 183254 183254 ELI LILLY & CO 154400 154400 EXXON-MOBIL CORP 21514 21514 GENERAL DYNAMICS CORP 52698 52698 HELMERICH & PAYNE INC 16010 16010 HESS CORP 39903 39903 HF SINCLAIR CORP 14020 14020 INTEL CORP 10025 10025 JOHNSON & JOHNSON 14462 14462 KINDER MORGAN INC DEL 27400 27400 LIONS GATE ENTERTAINMENT CL A VOTING 1708 1708 LIONS GATE ENTERTAINMENT CL B NON-VOTING 1510 1510 MERCK & CO INC NEW 29844 29844 MICROSOFT CORP 295050 295050 PEPSICO INC 30412 30412 PHILLIPS 66 11393 11393 PROCTER & GAMBLE CO. 33530 33530 SCHLUMBERGER LTD 11502 11502 SUNCOR ENERGY INC 7136 7136 VERIZON COMMUNICATIONS 15996 15996 WASTE MGMT INC. 60537 60537 KELLANOVA 8097 8097 RTX CORPORATION 23144 23144 NEWMONT CORPORATION 3722 3722 CHANGE IN FAIR MARKET VALUE 74467 BANK FEES 1305 652 0 0 MANAGEMENT FEES 11885 11885 0 0 FEDERAL INCOME TAXES 80 0 0 0