2025-05-07T17:05:01-05:00 2024-12-31 461261044 FRIEND & ASSOCIATES LLC 4200 SOMERSET DRIVE STE 208 PRAIRIE VILLAGE KS 66208 990PF 2024-01-01 436884619 JAGODA FAMILY FOUNDATION JAGO 9133414411 PO BOX 4190 OVERLAND PARK KS 66204 STEVE JAGODA TRUSTEE 9133414411 2025-05-07 0 DONALD FRIEND II P00546198 9132135400 2024 2025-03-06 01:10:19Z X 1380270 X X 13653 13653 46801 81801 46801 60454 60454 0 0 0 2500 2500 0 2500 2500 0 67500 67500 70000 2500 67500 -9546 57954 42501 57555 57555 504918 489175 1322715 547419 546730 1380270 0 0 X 0 0 0 0 547419 546730 547419 546730 547419 546730 547419 -9546 8857 546730 0 546730 LONG TERM CAPITAL TRANSACTIONS 34170 35000 -830 -830 CAPITAL GAINS DIVIDENDS P 47631 47631 47631 46801 806 0 806 0 806 1017 0 0 0 1017 0 211 211 0 0 0 0 0 0 0 0 0 0 0 0 1 KS 1 0 0 0 0 1 N/A STEVEN D JAGODA 9133414411 7031 W 97TH TERRACE OVERLAND PARK KS 66204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN D JAGODA PO BOX 4190 OVERLAND PARK KS 66204 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1300369 32693 0 1333062 0 0 1333062 19996 1313066 65653 65653 806 806 64847 0 64847 0 64847 67500 0 67500 64847 0 0 22491 5674 12767 7879 48811 67500 0 0 0 64847 2653 0 0 51464 0 0 0 0 0 0 22491 28973 5674 12767 7879 2653 X ACADEMY INTEGRATED ARTS 800 W MEYER BLVD KANSAS CITY MO 64113 CHARITABLE GENERAL USE 1000 AGAINST ALL ODDS ANIMAL RESCUE 6900 NE SMITH DRIVE HAMILTON MO 64644 CHARITABLE GENERAL USE 750 AMERICAN CANCER SOCIETY 1100 PENNSYLVANIA AVENUE KANSAS CITY MO 64105 CHARITABLE GENERAL USE 1000 BIG BROTHERS BIG SISTERS OF GREATER KANSAS CITY 1709 WALNUT STREET KANSAS CITY MO 64108 CHARITABLE GENERAL USE 1000 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 95402 CHARITABLE GENERAL USE 500 CHAIN OF HOPE KC PO BOX 16926 KANSAS CITY MO 64108 CHARITABLE GENERAL USE 1000 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 CHARITABLE GENERAL USE 5000 CITY UNION MISSION 1100 EAST 11TH STREET KANSAS CITY MO 64106 CHARITABLE GENERAL USE 1000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVESTE 1100 N BETHESDA MD 20814 CHARITABLE GENERAL USE 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 CHARITABLE GENERAL USE 1000 GREAT PLAINS SPCA ANIMAL SHELTER 5428 ANTIOCH DRIVE MERRIAM KS 66202 CHARITABLE GENERAL USE 750 HARVESTERS COMMUNITY FOOD NETWORK 3801 TOPPING AVENUE KANSAS CITY MO 64129 CHARITABLE GENERAL USE 1500 HENRY W BLOCH SCHOOL OF MANAGEMENT (UMKC BUSINESS SCHOOL FOUNDATION) VOLKER CAMPUS 5100 ROCKHILL ROAD KANSAS CITY MO 64110 CHARITABLE GENERAL USE 1000 HIGHLAWN MONTESSORI SCHOOL (ASSOCIATION MONTESSORI INTERNATIONAL) 3531 SOMERSET DRIVE PRAIRIE VILLAGE KS 66208 CHARITABLE GENERAL USE 2000 JEWISH COMMUNITY CENTER OF GREATER KANSAS CITY 5801 W 115TH STREET 101 OVERLAND PARK KS 66211 CHARITABLE GENERAL USE 5000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET 201 OVERLAND PARK KS 66211 CHARITABLE GENERAL USE 3000 JEWISH NATIONAL FUND 78 RANDALL AVE ROCKVILLE CTR NY 11570 CHARITABLE GENERAL USE 500 KANSAS CITY STARLIGHT THEATRE 4600 STARLIGHT RD KANSAS CITY MO 64132 CHARITABLE GENERAL USE 2000 KANSAS CITY ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 CHARITABLE GENERAL USE 6000 KC PET PROJECT 7077 ELMWOOD AVE KANSAS CITY MO 64132 CHARITABLE GENERAL USE 1500 LEUKEMIA AND LYMPHOMA SOCIETY 1201 15TH STREET NW STE 410 WASHINGTON DC 20005 CHARITABLE GENERAL USE 500 MIDWEST CENTER HOLOCAUST EDUCATION 5801 W 115TH STREET SUITE 106 OVERLAND PARK KS 66211 CHARITABLE GENERAL USE 1000 MISSOURI REPRETORY THEATER 4825 TROOST AVE STE 101 KANSAS CITY MO 64110 CHARITABLE GENERAL USE 1000 MISSOURI WESTERN SECOND ECCLESIASDTICAL JURISDICTION 11401 E 47TH STREET KANSAS CITY MO 64133 CHARITABLE GENERAL USE 6000 MOCSA (METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT) 3100 BROADWAY SUITE 400 KANSAS CITY MO 641112591 CHARITABLE GENERAL USE 500 NELSON ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 64111 CHARITABLE GENERAL USE 1000 NO KIDS HUNGRY (SHARE OUR STRENGTH) PO BOX 715475 PHILADELPHIA PA 19171 CHARITABLE GENERAL USE 1000 PEMBROKE HILL SCHOOL 400 W 51ST STREET KANSAS CITY MO 64112 CHARITABLE GENERAL USE 2500 PET RESOURCE CENTER OF KANSAS CITY (KC SPAY AND NEUTER) 1116 E 59TH STREET KANSAS CITY MO 64110 CHARITABLE GENERAL USE 1000 SHALOM ORLANDO 851 N MAITLAND AVENUE MAITLAND FL 32751 CHARITABLE GENERAL USE 2000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 CHARITABLE GENERAL USE 500 TEMPLE B'NAI JEHUDAH 12320 NALL AVE OVERLAND PARK KS 66209 CHARITABLE GENERAL USE 2000 THE RABBIT HOLE KC 919 E 14TH AVE KANSAS CITY MO 64116 CHARITABLE GENERAL USE 1000 THE TREVOR PROJECT PO BOX 69232 W HOLLYWOOD CA 90069 CHARITABLE GENERAL USE 1000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 947041058 CHARITABLE GENERAL USE 500 UNCOVER KC 10010 NW 70TH CT KANSAS CITY MO 64152 CHARITABLE GENERAL USE 1000 UNION STATION KC 30 W PERSHING ROAD STE 400 KANSAS CITY MO 64108 CHARITABLE GENERAL USE 1000 UNITED ARTS OF CENTRAL FLORIDA 216 PASADENA PLACE ORLANDO FL 32803 CHARITABLE GENERAL USE 2500 VILLAGE SHALOM 5500 W 123RD STREET OVERLAND PARK KS 66209 CHARITABLE GENERAL USE 1000 WILLIAMS EDUCATION FUND (KANSAS ATHLETICS INC) 1651 NAISMITH DRIVE LAWRENCE KS 66045 CHARITABLE GENERAL USE 3000 WONDERSCOPE CHILDREN'S MUSEUM 433 E RED BRIDGE ROAD KANSAS CITY MO 64131 CHARITABLE GENERAL USE 1000 67500 0 14 13653 14 46801 0 60454 0 60454 0 0 0 0 0 0 0 0 0 0 FRIEND & ASSOCIATES 2500 2500 0 FIDELITY INVESTMENTS 489175 1322715 RECONCILIATION TO COST BASIS 8857