2025-11-17T08:22:31+00:00 2024-12-31 440160260 Forvis Mazars LLP 1201 Walnut Street Suite 1700 Kansas City MO 641062246 990PF 2024-01-01 266095573 Ronald D Deffenbaugh Foundation CO Charles E Wetzler - Trustee RONA 9138143830 4501 West 135th Street Leawood KS 66224 Charles E Wetzler Trustee 9138143830 2025-11-17 true Michael Engle P00482834 8162216300 2025-11-17 2024 2025-03-06 01:10:19Z X 95587863 X 6025486 2460250 2460250 769089 14599009 769089 0 0 0 1553 1553 0 9256378 3230892 0 0 0 0 0 6825 68 0 6757 1122375 599474 0 522901 3246 3246 133441 94365 0 0 0 0 0 80585 80558 0 0 1346472 777711 0 529658 3105220 3220220 4451692 777711 0 3749878 4804686 2453181 0 4823641 6143900 6143900 672438 1097388 1097388 0 0 0 0 0 0 0 0 0 1397432 0 1397432 1397432 1397432 582313 1182067 1182067 72318946 77347470 77347470 364558 875618 875618 0 0 0 0 6119536 7503592 7500050 0 0 0 0 57796 43938 43938 86336660 95591405 95587863 115000 0 0 0 0 0 115000 0 X 86221660 95591405 86221660 95591405 86336660 95591405 86221660 4804686 4565059 95591405 0 95591405 SHORT-TERM PARTNERSHIP GAIN OR LOSS P 2024-01-01 2024-12-31 59645 -59645 0 -59645 LONG-TERM PARTNERSHIP GAIN OR LOSS P 2023-01-01 2024-12-31 108120 108120 0 108120 CAPITAL GAIN DISTRIBUTIONS 22015 22015 0 22015 Merrill Lynch 4800 SHORT TERM INVESTMENT P 2024-01-01 2024-12-31 565235 562978 2257 0 2257 Merrill Lynch 4800 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 980074 1275243 -295169 0 -295169 Merrill Lynch 4800 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 516488 523459 -6971 0 -6971 Merrill Lynch 4210 SHORT TERM INVESTMENT P 2024-01-01 2024-12-31 11973 11659 314 0 314 Merrill Lynch 4210 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 67754 73029 -5275 0 -5275 Merrill Lynch 4210 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 206107 214102 -7995 0 -7995 Merrill Lynch 4105 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 1760784 2000016 -239232 0 -239232 Merrill Lynch 4104 SHORT TERM INVESTMENT P 2024-01-01 2024-12-31 1495808 1462973 32835 0 32835 Merrill Lynch 4104 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 6512262 5489634 1022628 0 1022628 Charles Schwab 8260 SHORT TERM INVESTMENT P 2024-01-01 2024-12-31 581793 574933 6860 0 6860 Charles Schwab 8260 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 1378236 1260689 117547 0 117547 Charles Schwab 8321 LONG TERM INVESTMENT P 2023-01-01 2024-12-31 392360 321560 70800 0 70800 769089 34099 0 34099 34099 36848 0 37000 73848 39749 39749 0 false false false 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 true 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 25.00 0 0 0 MARK O ROSENAU 4501 West 135th Street Leawood KS 66224 TRUSTEE 20.00 0 0 0 GEORGE MCGREW 4501 West 135th Street Leawood KS 66224 TRUSTEE 10.00 0 0 0 0 RDD FAMILY OFFICE PO BOX 482146 KANSAS CITY MO 64148 MANAGEMENT SERVICES 697202 MERRILL LYNCH 540 W MADISON STREET STE 2000 CHICAGO IL 60661 INVESTMENT SERVICES 189791 CHARLES SCHWAB PO Box 2339 OMAHA NE 68103 INVESTMENT SERVICES 175359 SAGEVIEW ADVISORY GROUP LLC 4000 MACARTHUR ST 1050 NEWPORT BEACH CA 92660 INVESTMENT SERVICES 60023 0 NONE NONE 0 77831691 4535444 7903381 90270516 0 90270516 1354058 88916458 4445823 4445823 34099 34099 4411724 4411724 4411724 3749878 0 0 3749878 4411724 696512 2022 2021 2020 0 0 0 0 0 0 0 3749878 696512 0 0 3053366 0 0 0 0 0 0 1358358 0 0 0 0 0 0 0 0 Not applicable Not applicable X SEE ATTACHED STATEMENT 4501 WEST 135TH STREET LEAWOOD KS 66224 NONE PC GENERAL PURPOSE 3105220 3105220 0 14 2460250 18 769089 MISCELLANEOUS INCOME 41 1553 0 3230892 0 3230892 false false false false false false false false false false X X 1 RONALD D DEFFENBAUGH SR CLT DTD 5-12-99 PO BOX 482146 KANSAS CITY MO 64148 6025486 X FORVIS MAZARS, LLP 6825 68 0 6757 MARATHON PETROLEUM 39954 39954 VERIZON COMMUNICATIONS 45481 45481 PEPSICO 38508 38508 USD ROYAL CANADA 41308 41308 GOLDMAN SACHS GROUP INC 74084 74084 ABBVIE 43991 43991 USD ENBRIDGE 35364 35364 LOWE'S 39770 39770 SHELL INTERNATIONAL FIN 44505 44505 CITIGROUP INC 46071 46071 WELLS FARGO & COMPANY 45545 45545 MORGAN STANLEY 30858 30858 COMCAST CORP 44861 44861 JPMORGAN CHASE & CO 60759 60759 ENTERPRISE PRODUCTS OPER 42729 42729 AMGEN 28883 28883 CVS HEALTH CORP 44570 44570 AMAZON.COM INC 0 0 AT&T 45110 45110 T MOBILE 39354 39354 UNITED HEALTH GROUP 43913 43913 MERRILL LYNCH - SEE ATTACHED 27242422 27242422 SCHWAB - SEE ATTACHED 50105048 50105048 CROSSFIRST BANKSHARES 0 0 1182067 1182067 0 0 BLACKSTONE STRAT VII FMV 335935 335935 STRATEGIC V FMV 5631 2089 AG MORTGAGE VALUE FMV 424581 424581 RENAISSANCE ACCESS FMV 1106178 1106178 BLUE OWL CREDIT INCOME FMV 1024525 1024525 OAK STREET FUND FMV 2188619 2188619 GKB GROWTH EQUITY FUND II FMV 23552 23552 NB COINVEST FMV 1265298 1265298 BX STRATEGIC PARTNERS FMV 277631 277631 SCULPTOR ACCESS LTD FMV 851642 851642 EXCISE TAX RECEIVABLE 45924 36848 36848 Dividends Receivable 7583 0 0 Management Fees Receivable 4289 0 0 Other Receivables 0 7090 7090 BANK SERVICE FEE 2937 2937 0 0 OTHER PORTFOLIO DEDUCTIONS 77621 77621 0 0 MISCELLANEOUS EXPENSES 27 0 0 0 MISCELLANEOUS INCOME 1553 1553 0 UNREALIZED GAIN/LOSS 4565059 NOTES RECEIVABLE none 1397432 1397432 2014-08 2034-08 REPAYMENT AT MATURITY 4.8909 PLEDGED SECURITY INTEREST CHARITABLE N/A 1397432 INVESTMENT FEES 425174 425174 0 0 MANAGEMENT FEES 697201 174300 0 522901 FOREIGN TAXES PAID 94365 94365 0 0 EXCISE TAX 39076 0 0 0