2025-11-04T16:10:26-06:00 2024-12-31 431305800 UHY ADVISORS MIDWEST INC 605 WEST 47TH STREET SUITE 301 KANSAS CITY MO 64112 990PF 2024-01-01 446014359 J B REYNOLDS FOUNDATION JBRE 8167537000 PO BOX 219139 KANSAS CITY MO 641219139 R PHILIP BIXBY PRESIDENT 8167537000 2025-10-31 1 1 WILLIAM S LACY JR P00013359 8169313393 2025-10-31 2024 2025-03-06 01:10:19Z X 13871962 X X 45078 45078 351244 351244 42235 211006 42235 4626 4626 443183 443183 0 0 0 3510 0 0 38213 38213 0 6173 73 0 26240 26217 0 74136 64503 0 627000 627000 701136 64503 627000 -257953 378680 91746 60025 60025 524646 305998 305998 486419 468386 432360 5172178 5022201 4804380 5997342 6157768 8269199 12272331 12014378 13871962 0 0 X 5943911 5943911 0 0 6328420 6070467 12272331 12014378 12272331 12014378 12272331 -257953 0 12014378 0 12014378 OVERSEAS PRIVATE INV COR 2023-01-01 2024-04-05 5758 5758 0 0 SBAP 2009-20 F 1 2023-01-01 2024-06-03 2403 2454 -51 -51 OVERSEAS PRIVATE INV COR 2023-01-01 2024-10-07 6015 6015 0 0 SBAP 2009-20F 1 2023-01-01 2024-12-02 3735 3812 -77 -77 POMONA CAPITAL X LP P 2024-01-01 2024-12-31 762 -762 -762 POMONA CAPITAL X LP P 2023-01-01 2024-12-31 51293 51293 51293 ANHEUSER-BUSCH INBEV 2023-01-01 2024-04-22 141802 149970 -8168 -8168 42235 5264 0 5264 0 5264 7025 0 8000 0 15025 X 0 9761 4617 5144 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 0 0 0 1 N/A R PHILIP BIXBY 8167537000 3520 BROADWAY KANSAS CITY MO 64111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 R PHILIP BIXBY 810 W 52ND ST KANSAS CITY MO 64112 PRESIDENT & DIRECTOR 1.00 0 0 0 WALTER E BIXBY III 3800 NW MULBERRY DR 402 KANSAS CITY MO 64116 SECRETARY & DIRECTOR 1.00 0 0 0 LEE M VOGEL 220 SOUTHSHORE DR GREENWOOD MO 64034 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 BLAKE C BIXBY 5200 NW 92ND TER KANSAS CITY MO 641547800 ASST. TREASURER & DIRECTOR 1.00 0 0 0 WALTER E BIXBY IV 8714 CHEROKEE LANE LEAWOOD KS 66206 TREASURER & DIRECTOR 1.00 0 0 0 PATRICK CURTIS 2201 W 71ST STREET PRAIRIE VILLAGE KS 662082753 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 13074943 782599 0 13857542 0 0 13857542 207863 13649679 682484 682484 5264 1313 6577 675907 0 675907 0 675907 627000 0 627000 675907 621234 0 0 627000 621234 0 0 5766 0 0 0 0 0 0 0 0 670141 0 0 0 X ADVENT HEALTH FOUNDATION BE SMITH FAMILY CENTER 7315 FRONTAGE ROAD SUITE 221 SHAWNEE MISSION KS 66204 PC VARIOUS 5000 AMERICAN RED CROSS GREATER KC CHAPTER 6601 WINCHESTER AVE 110 KANSAS CITY MO 64133 PC VARIOUS 25000 ASSISTANCE LEAGUE OF KANSAS CITY 6101 N CHESTNUT GLADSTONE MO 64119 PC VARIOUS 5000 AUTISM SOCIETY OF AMERICA 6110 EXECUTIVE BLD SUITE 305 ROCKVILLE MD 20852 PC VARIOUS 5000 BOY SCOUTS OF AMERICA 10210 HOLMES ROAD KANSAS CITY MO 64131 PC VARIOUS 5000 BOYS & GIRLS CLUBS OF GREATER KANSAS CITY 4001 DR MARTIN LUTHER KING JR BLVD SUITE 102 KANSAS CITY MO 64130 PC VARIOUS 5000 CASA 2544 HOLMES ST KANSAS CITY MO 64108 PC VARIOUS 5000 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH INC 4001 BLUE PARKWAY SUITE 250 KANSAS CITY MO 64130 PC VARIOUS 5000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 PC VARIOUS 1000 CHARLIE'S HOUSE 2425 CAMPBELL STREET KANSAS CITY MO 64108 PC VARIOUS 10000 CHRIST THE KING FOOD PANTRY 8510 WORNALL ROAD KANSAS CITY MO 641142997 PC VARIOUS 6000 CITY UNION MISSION 1100 EAST 11TH STREET KANSAS CITY MO 641063095 PC VARIOUS 10000 CONSERVATION FEDERATION OF MO 728 WEST MAIN STREET JEFFERSON CITY MO 651011559 PC VARIOUS 10000 ENSEMBLE IBERICA 4001 GLADSTONE BLVD KANSAS CITY MO 64123 PC VARIOUS 5000 FAITH-MISSIONS 12201 ABERDEEN ROAD LEAWOOD KS 66209 PC VARIOUS 5000 FOLK ALLIANCE INTERNATIONAL 601 AVENIDA CESAR CHAVEZ SUITE 100 KANSAS CITY MO 64108 PC VARIOUS 5000 FOLLY THEATER 1020 CENTAL ST SUITE 200 KANSAS CITY MO 64105 PC VARIOUS 5000 FRIENDS OF CHAMBER MUSIC 4635 WYANDOTTE SUITE 201 KANSAS CITY MO 64112 PC VARIOUS 5000 GEORGE W BUSH PRESIDENTIAL CENTER 2943 SMU BOULEVARD DALLAS TX 75205 PC VARIOUS 5000 HAPPYBOTTOMS 303 W 79TH ST KANSAS CITY MO 64114 PC VARIOUS 5000 HARRY S TRUMAN LIBRARY INSTITUTE - CAPITAL CAMPAIGN 5151 TROOST SUITE 300 KANSAS CITY MO 64110 PC VARIOUS 10000 HARVESTERS 3801 TOPPING KANSAS CITY MO 64129 PC VARIOUS 15000 HUMANE SOCIETY OF GREATER KC 5445 PARALLEL PARKWAY KANSAS CITY KS 66104 PC VARIOUS 5000 INCLUSION CONNECTIONS 2073 E SANTA FE OLATHE KS 66062 PC VARIOUS 5000 JOURNEY TO NEW LIFE 3120 TROOST AVE KANSAS CITY MO 64109 PC VARIOUS 5000 JUNIOR ACHIEVEMENT 2842 W 47TH AVE KANSAS CITY KS 66103 PC VARIOUS 5000 KANSAS CITY ART INSTITUTE 4415 WARWICK BOULEVARD KANSAS CITY MO 641111874 PC VARIOUS 20000 KANSAS CITY BALLET 500 WEST PERSHING KANSAS CITY MO 64108 PC VARIOUS 10000 KANSAS CITY CARE CLINIC 3515 BROADWAY KANSAS CITY MO 64111 PC VARIOUS 10000 KANSAS CITY JAZZ ORCHESTRA 300 E 39TH ST SUITE LL1H KANSAS CITY MO 64111 PC VARIOUS 1000 KANSAS CITY POLICE CARE TEAM 1125 LOCUST KANSAS CITY MO 64106 PC VARIOUS 7500 KANSAS CITY PUBLIC LIBRARY - GREENWOOD SOCIETY 14 WEST 10TH STREET KANSAS CITY MO 64105 PC VARIOUS 5000 KANSAS CITY REGIONAL LAW ENFORCEMENT MEMORIAL GARDEN 527 W 39TH STREET KANSAS CITY MO 64111 PC VARIOUS 5000 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVE SUITE 101 KANSAS CITY MO 64110 PC VARIOUS 10000 KANSAS CITY ROSE SOCIETY PO BOX 8727 KANSAS CITY MO 64114 PC VARIOUS 10000 KANSAS CITY SYMPHONY 1644 WYANDOTTE STREET KANSAS CITY MO 64108 PC VARIOUS 25000 KANSAS CITY YOUTH JAZZ INC PO BOX 47 LEAVENWORTH KS 660480047 PC VARIOUS 5000 KANSAS CITY ZOO 6800 ZOO DRIVE KANSAS CITY MO 64132 PC VARIOUS 10000 KCPT PUBLIC TELEVISION 125 EAST 31ST STREET KANSAS CITY MO 64108 PC VARIOUS 25000 KEMPER MUSEUM OF CONTEMPORARY ART 4420 WARWICK BOULEVARD KANSAS CITY MO 64111 PC VARIOUS 5000 LEAD TO READ PO BOX 411006 KANSAS CITY MO 64141 PC VARIOUS 4000 LEGAL AID OF WESTERN MISSOURI 4001 DR MARTIN LUTHER KING JR BLVD SUITE 300 KANSAS CITY MO 64130 PC VARIOUS 2500 LINDA HALL LIBRARY 5109 CHERRY STREET KANSAS CITY MO 64110 PC VARIOUS 5000 LYRIC OPERA CIRCLE BALL 1725 HOLMES ST KANSAS CITY MO 64108 PC VARIOUS 25000 MISSION PROJECT THE 5909 DEARBORN ST MISSION KS 66202 PC VARIOUS 6000 MISSOURI COLLEGES FUND PO BOX 2102 JEFFERSON CITY MO 65102 PC VARIOUS 4000 MISSOURI HUNTING HERITAGE FEDERATION PO BOX 736 LINN MO 65051 PC VARIOUS 25000 MOCSA 3100 BROADWAY SUITE 400 KANSAS CITY MO 64111 PC VARIOUS 5000 NATIONAL ASSOCIATION OF INTERCOLLEGIATE ATHLETICS 120 W 12TH ST SUITE 700 KANSAS CITY MO 64105 PC VARIOUS 10000 NATIONAL WWI MUSEUM 2 MEMORIAL DRIVE KANSAS CITY MO 64108 PC VARIOUS 10000 NELSON-ATKINS MUSEUM OF ART 4525 OAK STREET KANSAS CITY MO 641111873 PC VARIOUS 10000 NURTURE KC 1111 WEST 39TH ST SUITE 100 KANSAS CITY MO 64111 PC VARIOUS 5000 PAWSPERITY 5805 TROOST AVE KANSAS CITY MO 64110 PC VARIOUS 5000 PLANNED PARENTHOOD 4401 W 109TH STREET SUITE 200 OVERLAND PARK KS 66211 PC VARIOUS 5000 POLICE FOUNDATION OF KANSAS CITY-A CALL FOR BACKUP PO BOX 25198 KANSAS CITY MO 64119 PC VARIOUS 5000 POWELL GARDENS 1609 NW US HIGHWAY 50 KINGSVILLE MO 640619000 PC VARIOUS 5000 RABBIT HOLE THE 919 E 14TH AVE N KANSAS CITY MO 64116 PC VARIOUS 5000 REDEMPTORIST SOCIAL SERVICES CENTER 207 W LINWOOD KANSAS CITY MO 64111 PC VARIOUS 5000 REDISCOVER 1555 NE RICE ROAD LEES SUMMIT MO 64086 PC VARIOUS 10000 RESEARCH FOUNDATION - BIXBY INSTITUTE 2316 EAST MEYER BLVD KANSAS CITY MO 64132 PC VARIOUS 25000 SALVATION ARMY - KANSAS CITY MO 3637 BROADWAY KANSAS CITY MO 64111 PC VARIOUS 25000 SLEEPYHEAD BEDS 5604 TROOST AVE KANSAS CITY MO 64112 PC VARIOUS 10000 STARLIGHT THEATRE 4600 STARLIGHT ROAD KANSAS CITY MO 64132 PC VARIOUS 15000 SYNERGY SERVICES - STAND UP FOR SYNERGY 400 E SIXTH STREET PARKVILLE MO 64152 PC VARIOUS 10000 TRUE LIGHT FAMILY RESOURCE CENTER 712 E 31ST ST KANSAS CITY MO 64109 PC VARIOUS 5000 U S SQUASH P O BOX 38610 PHILADELPHIA PA 19104 PC VARIOUS 10000 UNIVERSITY OF KANSAS MEDICAL CENTER-ALZHEIMER'S DISEASE CENTER 4350 SHAWNEE MISSION PARKWAY MAIL STOP 6002 FAIRWAY KS 66202 PC VARIOUS 25000 UNIVERSITY OF MISSOURI-KANSAS CITY (TRUSTEE SCHOLARS PROGRAM) 5115 OAK ST 112AC KANSAS CITY MO 64112 PC VARIOUS 10000 WILDWOOD OUTDOOR EDUCATION CENTER 7095 W 399TH ST LACYGNE KS 66040 PC VARIOUS 5000 YMCA OF GREATER KANSAS CITY 3100 BROADWAY SUITE 1020 KANSAS CITY MO 64111 PC VARIOUS 5000 YOUTH SYMPHONY OF KANSAS CITY 1111 W 39TH STREET SUITE A128 KANSAS CITY MO 64111 PC VARIOUS 5000 627000 0 14 45078 14 351244 14 4626 18 42235 0 443183 0 443183 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3510 0 0 ALLSTATE CORP 251003 244250 AMAZON.COM INC 150713 144828 ANZ NEW ZEALAND INTL/LDN 191406 191456 APPLE INC 149127 144834 APPLIED MATERIALS INC 153407 146142 AQUA AMERICA INC 162879 141131 BANK OF AMERICA CORP 147671 145475 BANK OF NY MELLON CORP 152202 145577 BMW US CAPITAL LLC 254915 244425 BORGWARNER INC 152820 149408 CISCO SYSTEMS INC 138800 145362 CITIGROUP INC 154302 145526 COMCAST CORP 119388 119992 CONSOLIDATED EDISON CO 150720 145422 DAIMLER FINANCE NA LLC 250585 248045 EXXON MOBIL CORPORATION 153054 113445 HARLEY-DAVIDSON INC 248623 247552 ING GROEP NV 201094 192066 JP MORGAN CHASE & CO 148313 145431 MARS INC 147880 138336 NEW YORK ST ENVIRONMENTAL 204660 182256 OCCIDENTAL PETROLEUM CORP 146239 146613 PFIZER INC 249047 243230 SIEMENS FIN NV 246782 248695 TRANSCANADA PIPELINES 124827 122025 UDR INC 151411 131725 VERIZON COMMUNICATIONS 156106 143971 VISA INC 264227 247162 214351 198132 254035 234228 POMONA CAPITAL X, L.P. AT COST 406222 508677 VANGUARD SCOTTSDALE FDS ETFS AT COST 500301 505137 VANGUARD TOTAL INTERNATIONAL STOCK FUND AT COST 1727991 1781454 VANGUARD TOTAL STOCK MKT ETF AT COST 3523254 5473931 OTHER INVESTMENT EXPENSES 25904 25904 0 BANK FEES 313 313 0 PUBLICATION EXPENSE 23 0 0 OTHER INCOME 4626 4626 4626 FEDERAL EXCISE TAX 6100 0 0 FOREIGN TAXES 73 73 0