2025-07-08T13:13:34-05:00 2025-03-31 990PF 2024-04-01 436929733 HARRY L RUST & HELEN M RUST CHARITABLE FOUNDATION HARR 8162342568 RUSTCOMMERCE CO-TTEES 1000 WALNUT KANSAS CITY MO 64106 MICHAEL B VAUGHAN CO-TRUSTEE 8162342568 2025-07-08 0 2024 2025-03-06 01:10:19Z X 6209388 X X 143228 143228 148977 1271410 148977 292205 292205 50565 39627 10938 1298 0 0 4 4 0 51867 39631 10938 292000 292000 343867 39631 302938 -51662 252574 36860 28768 28768 2632286 2850196 4296741 2156043 1894562 1883879 4825189 4773526 6209388 0 0 X 4825189 4773526 0 0 0 0 4825189 4773526 4825189 4773526 4825189 -51662 0 4773527 1 4773526 PUBLICLY TRADED SECURITIES 1271410 1122433 148977 148977 148977 3511 0 3511 0 3511 1800 0 0 0 1800 0 1711 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A COMMERCE BANK-MICHELLE MORRIS 8162348812 1000 WALNUT STREET BB16-2 KANSAS CITY MO 64106 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMERCE BANK INVESTMENT 118 WEST 47TH ST KANSAS CITY MO 64112 CO-TRUSTEE 5.00 39627 0 0 ADAM RUST 911 URBAN AVE DURHAM NC 27701 CO-TRUSTEE 5.00 0 0 0 COMMERCE BANK CHARITY 118 WEST 47TH ST KANSAS CITY MO 64112 CO-TRUSTEE 5.00 10938 0 0 NONE 0 NONE 0 0 6361860 75780 0 6437640 0 0 6437640 96565 6341075 317054 317054 3511 3511 313543 0 313543 0 313543 302938 0 302938 313543 280982 0 0 302938 280982 0 0 21956 0 0 0 0 0 0 0 0 291587 0 0 0 MICHELLE MORRIS - COMMERCE TRUST 1000 WALNUT STREET BB16-2 KANSAS CITY MO 64106 8162348812 APPLICATION MUST BE SUBMITTED ONLINE. CALL FOR GUIDELINES. PROPOSALS MUST BE RECEIVED ONE MONTH PRIOR TO FOUNDATION'S MEETING. NONE ADAM J LEWIS ACADEMY INC 500 STATE ST BRIDGEPORT CT 06604 NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT 18000 CAMP CLAIRE INC PO BOX 702 OLD LYME CT 06371 NONE PC ELECTRICAL CODE UPGRADES/IMPROVEMENTS 10000 LEVELUP KIDS INC 5416 NE ANTIOCH RD KANSAS CITY MO 64119 NONE PC FREE DENTAL AND VISION CARE FOR LOW-INCOME CHILDREN 20000 METROPOLITAN LUTHERAN MINISTRY 3031 HOLMES ST KANSAS CITY MO 64109 NONE PC FAMILY EMPOWERMENT CONTINUUM 20000 PIEDMONT EDUCATIONAL FOUNDATION 401 HIGHLAND AVE PIEDMONT CA 94611 NONE PC PIEDMONT UNIFIED SCHOOL DISTRICT EXCELLENCE 2000 STUDENT U 600 E UMSTEAD ST DURHAM NC 27701 NONE PC USED FOR PROGRAM SUPPORT AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES 20000 BOYS & GIRLS CLUB OF JEFFERSON CITY 1105 LAFAYETTE ST JEFFERSON CITY MO 651013572 NONE PC PROJECT STEAM 15000 CATHOLIC CHARITIES OF KC-ST JOSEPH INC 8001 LONGVIEW RD KANSAS CITY MO 64134 NONE PC EMERGENCY ASSISTANCE 25000 CHILDRENS MERCY HOSPITAL 2401 GILLHAM RD KANSAS CITY MO 64108 NONE PC SUMMER TRAINING IN ACADEMIC RESEARCH (STAR) 2.0 20000 COLUMBIA CENTER FOR URBAN AGRICULTURE PO BOX 1742 COLUMBIA MO 65203 NONE PC COLUMBIA CENTER FOR URBAN AGRICULTURE 15000 CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS 670 CLINTON AVE BRIDGEPORT CT 06605 NONE PC PROJECT RESCUE 20000 CORNERSTONES OF CARE 8150 WORNALL RD KANSAS CITY MO 64111 NONE PC USED AT THE DISCRETION OF THE BOARD OF DIRECTORS OR TRUSTEES AS THEY SEE FIT 20000 KANSAS CITY DREAM CENTER CO 1500 CENTRAL AVE KANSAS CITY KS 66102 NONE PC KANSAS CITY DREAM CENTER TRANSITIONAL LIVING CENTER 20000 KC COMMON GOOD INC 1100 ROCKHURST RD KANSAS CITY MO 64110 NONE PC KC 360 AND VILLAGE INITIATIVE: IMPROVING SAFETY AND PROVIDING OPPORTUNITY 15000 PLANNED PARENTHOOD GREAT PLAINS 4401 W 109TH ST OVERLAND PARK KS 66211 NONE PC EXPANDING SEXUAL AND REPRODUCTIVE HEALTHCARE (SRH) ACCESS ACROSS KANSAS CITY 20000 THE FRIENDS OF THE OAKLAND PUBLIC LIBRARY 933 BROADWAY OAKLAND CA 94607 NONE PC CHILDREN'S LITERACY PROGRAMMING 20000 WILDWOOD OUTDOOR EDUCATION CENTER INC 7095 W 399TH ST LACYGNE KS 66040 NONE PC HAPPY, HEALTHY KANSAS CITY CAMPERS 12000 292000 0 14 143228 18 148977 0 292205 0 292205 0 0 0 0 0 0 0 0 0 1 ALICE G OGG TRUST UNDER WILL 501(C)(4) COMMON TRUSTEE ANN A TRAVER CHARITABLE TRUST B 501(C)(4) COMMON TRUSTEE IVY J TRIMMER - CHRISTIAN CHURCH 501(C)(4) COMMON TRUSTEE IVY J TRIMMER TRUST 501(C)(4) COMMON TRUSTEE MARY HARTMANN FOUNDATION 501(C)(4) COMMON TRUSTEE SHAARE SHOLEM CEMETERY TRUST 501(C)(13) COMMON TRUSTEE ADATH JOSEPH CEMETERY FUND 501(C)(13) COMMON TRUSTEE NINA BOZARTH TUW FBO KAMPF CEMETERY 501(C)(13) COMMON TRUSTEE JOINT FIDUCIARY STATEMENT FORM 990-PF JOINT FIDUCIARY STATEMENT NAME OF TRUST: HARRY L RUST & HELEN M RUST CHARITABLE FOUNDATIONNAME OF FIDUCIARY: COMMERCE TRUSTIDENTIFICATION NUMBER: 43-6929733YEAR END: MARCH 31, 2025IN ACCORDANCE WITH THE REQUIREMENTS OF IRC SEC. 6012(B) (5) AND REG. 1.6012-3(C), THE FIDUCIARY FILING THIS RETURN STATES THAT HE HAS SUFFICIENT KNOWLEDGE OF THE AFFAIRS OF THE ABOVE MENTIONED TRUST TO ENABLE HIM TO EXECUTE THIS RETURN, AND THAT THIS RETURN IS, TO THE BEST OF HIS KNOWLEDGE AND BELIEF, TRUE AND CORRECT. COMMERCE BOND FUND #333 870201 859798 BAIRD AGGREGATE BOND FUND IS 225000 226150 FIDELITY NEW MRKTS INC-ZOND FUND #333 50000 49537 PIMCO EMRG MARKETS BOND-INS 50000 49709 US TREASURY NT 4% 2/15/26 99293 99894 US TREASURY NT 3.5% 2/15/33 95871 95801 US TREASURY NT 4% 2/29/28 100008 100305 US TREASURY NT 4% 2/28/30 100141 100243 US TREASURY NT 4% 1/15/27 99539 100118 ISHARES US TREASURY BOND ETF 102499 100904 JANUS HENDERSON AAA CLO ETF 102010 101420 AT&T INC 33127 33936 EXXON MOBIL CORPORATION 27653 41863 JOHNSON AND JOHNSON 9906 27364 LOWES COMPANIES INC 10078 31486 MORGAN STANLEY, DEAN WITTER & CO. 22220 45501 TEXAS INSTRUMENTS INC 18238 30549 JP MORGAN CHASE & CO 8350 58872 LILLY ELI & CO 22979 24777 MCDONALDS CORP 19705 37484 MICROSOFT CORP 9505 137017 PROCTER & GAMBLE CO 20448 37492 STRYKER CORP 15398 24196 THERMO FISHER CORP 5791 22392 VISA INC CLASS A SHARES 6299 43808 ALPHABET INC CL A 21555 117526 AMAZON COM INC 28082 90374 AMER CENT SM CAP GRWTH-Y 33740 32401 AMERICAN ELECTRIC POWER INC 34234 40976 AMGEN INC 25110 31155 APPLE INC 4627 149938 ARCH CAPITAL GROUP LIMITED 21171 26450 BLCKRCK SYST MULTI STR-K 143483 145129 BLACKSTONE INC 24726 23064 BOOKING HOLDINGS INC 13582 32248 BROADCOM INC 20511 58601 BUILDERS FIRSTSOURCE INC 14311 23114 CAPITAL ONE FINL CORP 31217 42135 CBRE GROUP INC 36986 35964 CHUBB LTD 15788 24159 CLEARBRIDGE SMALL CAP GR IS 33022 34838 ELEVANCE HEALTH INC 26320 34797 FIDELITY EMG MKTS INDEX-FAI 165000 168884 FIDELITY L/C GR INDX-INS PRM 90000 97689 FIDELITY L/C VAL INDX-INS VR 92500 101164 FIDELITY MID CAP GRW INDX 280000 293596 FIDELITY MID CAP VAL INDX 184083 299508 FIDELITY SM CAP VAL INDX 43247 67896 FIRST CITIZENS BANCSHARES 40016 37082 FISERV INC 22351 47478 ISHARES BIOTECHNOLOGY ETF 28452 27498 JPMORGAN HEDGED EQUITY-R6 132884 157836 MATERIALS SELECT SECTOR SPDR ETF 36524 42990 MCKESSON CORP 15004 33649 META PLATFORMS INC 50735 57636 MFS RESEARCH INTERNAT R6 240176 416999 MOTOROLA SOLUTIONS INC 11235 30647 NETFLIX.COM INC 23555 23313 NEXTERA ENERGY INC 20496 28356 NORTHROP GRUMMAN CORP 33695 35841 NVENT ELECTRIC PLC ADR 16827 23589 NVIDIA CORP 26173 130056 PARKER-HANNIFIN CP 18860 33432 PEPSICO INC 8774 25490 PROLOGIS INC 36232 33537 PTC INC 35206 28666 REGAL REXNORD CORPORATION 17337 22770 REPUBLIC SERVICES INC 24642 38746 SALESFORCE INC 32406 33545 SERVICENOW INC 16060 21496 SKECHERS USA INC-CL A 33770 28390 SS&C TECHNOLOGIES HOLDINGS 29104 27147 T ROWE PR OVERSEAS STOCK-I 130000 132451 T-MOBILE US INC 12202 29338 TE CONNECTIVITY PLC ADR 31341 31797 TOAST INC 26430 21561 UBER TECHNOLOGIES INC 12094 29144 UNION PACIFIC CORP 2980 23624 US FOODS HOLDING CORP 29455 27821 VALVOLINE INC 17615 26108 WYNDHAM HOTELS & RESORTS INC 24573 20365 ROUNDING 1 INSURANCE PREMIUM 4 4 0 EXCISE TAX ESTIMATE 1298 0 0