2025-11-12T14:16:04-06:00 2024-12-31 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990PF 2024-01-01 436884613 GOLDBERG FAMILY FOUNDATION GOLD 9133859997 CO LYNN G INTRATER 10412 METCALF OVERLAND PARK KS 66212 LYNN G INTRATER TRUSTEE 9133859997 2025-11-05 1 0 SETH LEIBSON P00106160 8169455500 2025-11-04 2024 2025-03-06 01:10:19Z X 3392602 X X 32 32 102697 102585 107184 1351937 107184 9 0 209922 209801 0 0 0 8730 4365 4365 17126 17126 0 3576 451 0 29432 21942 4365 150762 150762 180194 21942 155127 29728 187859 90418 34391 34391 880925 885168 2178562 828609 903594 1064914 94940 101105 114735 1894892 1924258 3392602 0 0 X 1894892 1924258 0 0 0 0 1894892 1924258 1894892 1924258 1894892 29728 0 1924620 362 1924258 CHARLES SCHWAB 2024-01-01 2024-12-31 1100000 1100084 -84 -84 CHARLES SCHWAB 2023-12-31 2024-12-31 163954 117362 46592 46592 COSTCO WHSL CORP NEW 2003-08-26 2024-05-15 11807 471 11336 11336 COSTCO WHSL CORP NEW 2003-08-26 2024-12-12 9982 314 9668 9668 CVS HEALTH CORP 2006-11-29 2024-05-09 48558 24905 23653 23653 OPPENHEIMER & CO 2023-12-31 2024-12-31 2428 1617 811 811 CAPITAL GAINS DIVIDENDS P 15208 15208 15208 107184 2611 0 2611 0 2611 2760 0 1320 0 4080 X 0 1469 1469 0 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A LYNN G INTRATER 9133859996 10406 METCALF OVERLAND PARK KS 66212 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYNN G INTRATER 4805 W 112TH TERR LEAWOOD KS 66211 TRUSTEE 0.00 0 0 0 GERALDINE D GOLDBERG 4901 W 133RD ST 303 LEAWOOD KS 66209 ADVISORY COMMITTEE MEMBER 0.00 0 0 0 JOHN M GOLDBERG 12409 HIGH DRIVE LEAWOOD KS 66202 ADVISORY COMMITTEE MEMBER 0.00 0 0 0 ROBERT A GOLDBERG 3839 MCKINNEY AVE STE 155-211 DALLAS TX 75204 ADVISORY COMMITTEE MEMBER 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 3269921 95650 0 3365571 0 0 3365571 50484 3315087 165754 165754 2611 2611 163143 0 163143 0 163143 155127 0 155127 163143 0 0 17258 8909 15485 48265 35782 125699 155127 0 0 0 155127 0 8016 8016 117683 0 0 0 0 0 0 9242 108441 8909 15485 48265 35782 X ACLU FOUNDATION OF TEXAS PO BOX 8306 HOUSTON TX 77288 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1000 AMERICAN CIVIL LIBERTIES 002 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1500 AMERICAN JEWISH WORLD SERVICE 45 2 36TH ST 11 NEW YORK NY 10018 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1500 AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE 1310 L STREET NW SUITE 200 WASHINGTON DC 20005 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1500 ANSCHE CHESED 251 W 100TH ST NEW YORK NY 10025 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1245 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 2500 CONGREGATION BETH SHALOM 14200 LAMAR AVE OVERLAND PARK KS 66223 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 21630 DALLAS MUSEUM OF ART 1717 N HARWOOD ST DALLAS TX 75201 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1000 ESPANOLA HUMANE 108 HAMM PKWY ESPANOLA NM 87532 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1250 HERZL CAMP 4330 CEDAR LAKE RD ST LOUIS PARK MN 55416 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1000 HYMAN BRAND HEBREW ACADEMY FRIEND OF MELTON 5801 W 115TH ST 201 OVERLAND PARK KS 66211 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 30000 ISRAEL CANCER RESEARCH FUND 52 VANDERBILT AVE SUITE 1510 NEW YORK NY 100173834 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1800 JEWISH COMMUNITY CENTER 5801 W 115TH ST 201 OVERLAND PARK KS 66211 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 2500 JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY 5801 W 115TH ST 104 OVERLAND PARK KS 66211 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 10000 JEWISH FAMILY SERVICES 425 E 63RD ST KANSAS CITY MO 64110 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 3500 JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHAVEN RD DALLAS TX 75230 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH ST 201 OVERLAND PARK KS 66211 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 42700 JEWISH VOCATIONAL SERVICE 4600 THE PASEO KANSAS CITY MO 64110 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 2500 KANSAS CITY HOSPICE & PALLIATIVE CARE 1500 MEADOW LAKE PKWY 200 KANSAS CITY MO 64114 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1000 KERA 13 3000 HARRY HINES BLVD DALLAS TX 75201 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 2500 LAMBDA LEGAL 3500 OAK LAWN AVE 500 DALLAS TX 75219 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1500 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LN PLANO TX 75075 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 3500 PEMBROKE HILL SCHOOL 5121 STATE LINE RD KANSAS CITY MO 64112 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 500 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1000 SPCA OF TEXAS 2400 LONE STAR DR DALLAS TX 75212 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1250 SYNERGY SERVICES 400 E 6TH ST PARKVILLE MO 64152 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1500 TEMPLE EMANU-EL 8500 HILLCREST ROAD DALLAS TX 75225 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 4387 THE NATURE CONSERVANCY 24201 NW BUTTON RD TOPEKA KS 66618 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 500 UNION FOR REFORM JUDAISM 633 THIRD AVE NEW YORK NY 10017 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1000 VILLAGE SHALOM 5500 W 123RD ST OVERLAND PARK KS 66209 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 2500 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE 501(C)(3) ORGANIZATI CHARITABLE - GENERAL FUND 1500 150762 0 14 32 14 102697 16 15 9 18 107184 NON TAXABLE INCOME 14 0 209922 0 209922 0 0 0 0 0 0 0 0 0 0 CBIZ - ACCOUNTING FEES 8730 4365 4365 FIXED INCOME - SCHWAB ACCT - AVAILABLE UPON REQUEST 903594 1064914 COMMON STOCKS - SCHWAB ACCT - AVAILABLE UPON REQUEST 885168 2178562 MUTUAL FUNDS - OPPENHEIMER ACCT - AVAILABLE UPON REQUEST AT COST 101105 114735 ADJUSTMENT FOR PRIOR YEAR 362 MISCELLANEOUS INCOME 9 0 9 CHARLES SCHWAB INV MGMT FEES 16009 16009 0 OPPENHEIMER INV MGMT FEES 1117 1117 0 FOREIGN TAX 421 421 0 PRIOR YEAR BALANCE DUE 365 0 0 ESTIMATED TAX PAYMENTS 2760 0 0 FOREIGN TAX 30 30 0