2024-05-29T07:04:35-05:00 2023-12-31 202069908 O'HALLORAN SHERMAN ASSOCIATES LLC 4801 W 110TH ST SUITE 150 OVERLAND PARK KS 66211 990PF 2023-01-01 476700757 BRAD & LINDA FINKLE FAMILY FOUNDATION BRAD 9134915108 2804 W 117TH STREET LEAWOOD KS 66211 BRADLEY G FINKLE TRUSTEE 8165230280 2024-05-16 1 BRADLEY FINKLE XXX-XX-XXXX 1 GREGORY R SHERMAN P00250764 9133418500 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3671783 X X 1073 1073 49080 49080 44126 53936 44126 94279 94279 0 0 0 150 150 0 2850 2850 0 133 133 0 575 0 0 3708 3133 0 177500 177500 181208 3133 177500 -86929 91146 128055 50936 50936 1075521 1065711 3620847 1203576 1116647 3671783 0 0 X 0 0 0 0 1203576 1116647 1203576 1116647 1203576 1116647 1203576 -86929 0 1116647 0 1116647 100 SHS ADOBE INC COMMON STOCK D 2016-07-14 2023-10-20 53936 9810 44126 44126 44126 1267 0 1267 0 1267 834 0 0 0 834 0 433 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A BRADLEY G FINKLE 9134915108 2804 W 117TH STREET LEAWOOD KS 66211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRADLEY G FINKLE 2804 W 117TH STREET LEAWOOD KS 66211 GRANTOR/TRUSTEE 1.00 0 0 0 LINDA M FINKLE 2804 W 117TH STREET LEAWOOD KS 66211 GRANTOR/TRUSTEE 1.00 0 0 0 KAREN I NEWMARK 12110 BRIAR STREET OVERLAND PARK KS 66209 TRUSTEE 1.00 0 0 0 DAVID M FINKLE 4305 W 125TH TERRACE LEAWOOD KS 66209 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION'S CHARITABLE ACTIVITY WAS CASH CONTRIBUTIONS PAID DIRECTLY TO TAX-EXEMPT CHARITABLE ORGANIZATIONS. 0 0 3350380 131571 0 3481951 0 0 3481951 52229 3429722 171486 171486 1267 1267 170219 0 170219 0 170219 177500 0 177500 170219 161270 0 0 177500 161270 0 0 16230 0 0 0 0 0 0 0 0 153989 0 0 0 BRADLEY G FINKLE LINDA M FINKLE X OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 N/A - NONE TAX-EXEMPT CHARITY HELP CHILDREN LIVING IN POVERTY LIVE TO THEIR FULLEST POTENTIAL BY PROVIDING A SAFE, LOVING AND EDUCATIONAL ENVIRONMENT. 10000 JEWISH FAMILY SERVICES 5801 W 115TH STREET STE 103 OVERLAND PARK KS 66211 N/A - NONE TAX-EXEMPT CHARITY PROVIDE ESSENTIAL HUMAN SERVICES FOR PEOPLE FACING CHALLENGES IN EVERYDAY LIFE OR TIMES OF CRISIS REGARDLESS OF FAITH, AGE, CULTURE OR LIFESTYLE. 20000 SAFEHOME PO BOX 4563 OVERLAND PARK KS 66204 N/A - NONE TAX-EXEMPT CHARITY PROVIDE SHELTER, ADVOCACY, COUNSELING AND PREVENTION EDUCATION TO VICTIMS OF DOMESTIC ABUSE AND THEIR CHILDREN. 10000 KANSAS CITY PBS 125 E 31ST ST KANSAS CITY MO 64108 N/A - NONE TAX-EXEMPT CHARITY TO EDUCATE AND ENRICH THE COMMUNITY WITH QUALITY PROGRAMMING AND SERVICES THAT ENTERTAIN, CHALLENGE MINDS AND CONTRIBUTE TO A LIFE OF LEARNING. 15000 BOYS AND GIRLS CLUBS OF GREATER KANSAS CITY 4001 BLUE PARKWAY SUITE 102 KANSAS CITY MO 64130 N/A - NONE TAX-EXEMPT CHARITY SUPPORT THE DEVELOPMENT OF CHARACTER AND LIFE ENHANCING SKILLS IN YOUTHS. 5000 JEWISH VOCATIONAL SERVICES 4600 THE PASEO KANSAS CITY MO 64110 N/A - NONE TAX-EXEMPT CHARITY ASSIST INDIVIDUALS AND FAMILIES BY PROVIDING SUPPORT,PERSONAL DEVELOPMENT, EMPLOYMENT AND TRAINING SERVICES. 15000 KCUR 4825 TROOST SUITE 202 KANSAS CITY MO 64110 N/A - NONE TAX-EXEMPT CHARITY COMMITMENT TO ACCURATE, CREDIBLE, AND UNBIASED REPORTING THAT INFORMS, ENGAGES, ENTERTAINS, AND ENRICHES BOTH INDIVIDUALS AND OUR DIVERSE COMMUNITY. 15000 CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 N/A - NONE TAX-EXEMPT CHARITY IMPROVE THE HEALTH AND WELL BEING OF CHILDREN BY PROVIDING COMPREHENSIVE FAMILY-CENTERED HEALTH CARE 10000 HABITAT FOR HUMANITY 1423 LINWOOD BLVD KANSAS CITY MO 64109 N/A - NONE TAX-EXEMPT CHARITY SEEKING TO PUT GOD'S LOVE INTO ACTION, HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES, AND HOPE 7500 HARVESTERS 3801 TOPPING AVENUE KANSAS CITY MO 64129 N/A - NONE TAX-EXEMPT CHARITY PROVIDE FAMILIES IN NEED WITH FOOD 10000 KANSAS CITY REPERTORY THEATRE 4949 CHERRY STREET KANSAS CITY MO 64110 N/A - NONE TAX-EXEMPT CHARITY PURSUES THEATRICAL EXCELLENCE AND ADVANCES THE ART FORM, CREATING AND SHARING STORIES AT THE CENTER OF THE NATION'S CREATIVE CROSSROADS 5000 MISERICORDIA 6300 NORTH RIDGE CHICAGO IL 60660 N/A - NONE TAX-EXEMPT CHARITY TO SUPPORT CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WHO CHOOSE OUR COMMUNITY BY PROVIDING THE HIGHEST QUALITY RESIDENTIAL, TRAINING, AND EMPLOYMENT SERVICES 10000 RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY 2502 CHERRY STREET KANSAS CITY MO 64108 N/A - NONE TAX-EXEMPT CHARITY TO REDUCE THE BURDEN OF CHILDHOOD ILLNESS ON CHILDREN AND THEIR FAMILIES 10000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A - NONE TAX-EXEMPT CHARITY TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT 10000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET STE 201 OVERLAND PARK KS 66211 N/A - NONE TAX-EXEMPT CHARITY TO SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD 25000 177500 0 14 1073 14 49080 18 44126 0 94279 0 94279 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2850 2850 0 710 SHS ABBVIE INC 38154 110028 460 SHS ALPHABET INC 6453 64828 390 SHS AMGEN INC 60409 112328 494 SHS BERKSHIRE HATHAWAY INC 46243 176190 776 SHS COGNIZANT TECHNOLOGY SOLUTIONS CORP 26949 58611 4000 SHS ARTHUR J GALLAGHER & CO 179320 899520 310 SHS HONEYWELL INTL INC 26656 65010 1868 SHS ISHARES RUSSELL 3000 ETF 182648 511346 330 SHS JOHNSON & JOHNSON 37561 51724 1345 SHS JPMORGAN CHASE & CO 84011 228784 1400 SHS MICROSOFT CORP 71287 526456 712 SHS NEXTERA ENERGY INC 10546 43247 1900 SHS PFIZER INC 57140 54701 17 SHS BOOKING HOLDINGS INC 5617 60303 232 SHS UNION PACIFIC CORP 15476 56984 195 SHS UNITEDHEALTH GROUP INC 14513 102662 1200 SHS VERIZON COMMUNICATIONS 59820 45240 600 SHS VISA INC 50535 156210 220 SHS ACCENTURE PLC IRELAND SHS CL A 15523 77200 400 SHS AMAZON.COM, INC. 39736 60776 392 SHS APPLE, INC. 10998 75472 82 SHS CHARTER COMMUNICATIONS, INC. 13149 31872 215 SHS VERISK ANALYTICS, INC. 12967 51355 LEGAL FEES 150 150 0 INVESTMENT FEES 133 133 0 FEDERAL EXCISE TAX ON INVESTMENT INCOME 575 0 0