2026-08-25T12:29:08-05:00 2025-12-31 431855764 EMERICK AND COMPANY PC 4520 MADISON AVE STE G KANSAS CITY MO 64111 990PF 2025-01-01 446014081 R A LONG FOUNDATION 600 PLAZA WEST BLDG RALO 8164104600 4600 MADISON AVE 600 KANSAS CITY MO 641123031 JAMES H BERNARD JR DIRECTOR 8164104600 2026-08-24 1 REBECCA A WILEMAN P00501939 8167531040 2026-08-24 2025 2025-03-06 01:10:19Z X 8848046 X X 17265 17265 169243 169243 1450665 7168393 1450665 162 162 1637335 1637335 0 0 0 29055 0 0 3455 0 0 30210 30210 0 7888 0 0 22006 0 0 3335 0 0 95949 30210 0 466500 466500 562449 30210 466500 1074886 1607125 14484 25730 25730 121668 601432 601432 4592797 3006502 4377171 299797 299796 302679 1126811 3289723 3529354 4420 11680 11680 6159977 7234863 8848046 0 0 X 0 0 0 0 6159977 7234863 6159977 7234863 6159977 7234863 6159977 1074886 0 7234863 0 7234863 CAPITAL GAIN P 587 587 587 PUBLICALLY AVAILABLE SECURITIES P 2773029 2625441 147588 147588 PUBLICALLY AVAILABLE SECURITIES P 4394777 3092287 1302490 1302490 1450665 22339 0 22339 0 22339 11680 0 0 0 11680 237 10896 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A JAMES H BERNARD JR 8164104600 600 PLAZA WEST BLDG 4600 MADISON AVE KANSAS CITY MO 64112 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINNA PLACE 6548 WENONGA ROAD SHAWNEE MISSION KS 66108 DIRECTOR 0.00 0 0 0 JAMES H BERNARD JR 961 NORTH LANE ESTES PARK CO 80517 SECRETARY/DIRECTOR 0.00 0 0 0 JAMES J PYLE 6439 JEFFERSON KANSAS CITY MO 64113 PRESIDENT/TREASURER/DIRECTOR 0.00 0 0 0 LOIS UIHLEIN 2407 WHITEHALL MANOR LAWRENCE KS 66049 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 LONG ELLIS JR 8 BARCLAY COURT ROWAYTON CT 06853 DIRECTOR 0.00 0 0 0 BESS KERR 2245 W 118TH TERRACE LEAWOOD KS 66211 DIRECTOR 0.00 0 0 0 JONATHAN DILLY 4500 MADISON STE 600 KANSAS CITY MO 64112 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 HAYNE ELLIS IV 1973 JULIAN STREET DENVER CO 80204 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 8586725 17245 0 8603970 0 0 8603970 129060 8474910 423746 423746 22339 22339 401407 0 401407 0 401407 466500 0 466500 401407 0 0 34336 74588 127562 78830 81631 396947 466500 0 0 0 401407 65093 0 0 462040 0 0 0 0 0 0 34336 427704 74588 127562 78830 81631 65093 JAMES H BERNARD JR RA LONG FOUNDATION 600 PLAZA WEST BLDG 4600 MADISON AVE KANSAS CITY MO 64112 8164104600 IN WRITING. SEE ATTACHED GUIDELINES. MARCH 15 FOR JUNE MEETING. SEPTEMBER 15 FOR DECEMBER MEETING. SEE ATTACHMENT. 2020 LEADERSHIP 3105 GILLHAM RD STE 200 KANSAS CITY MO 64109 POF ORGANIZATIONS PURPOSE 5000 AMETHYST PLACE 2750 TRACY AVE KANSAS CITY MO 64109 POF ORGANIZATIONS PURPOSE 2000 ART AS MENTORSHIP 300 GLADSTONE BLVD STE 102 KANSAS CITY MO 64124 POF ORGANIZATIONS PURPOSE 3000 ARTS TECH 1522 HOLMES KANSA CITY MO 64108 POF ORGANIZATIONS PURPOSE 3000 BIG BROTHERS BIG SISTERS 1709 WALNUT ST KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 4000 BISHOP WARD HIGH SCHOOL 708 N 18TH STREET KANSAS CITY KS 66102 POF ORGANIZATIONS PURPOSE 3000 BOOST KC FKA ASISTANCE LEAGUE OF KANSAS CITY 6101 N CHESTNUT KANSAS CITY MO 64119 POF ORGANIZATIONS PURPOSE 2500 BOY SCOUTS OF AMERICA 10210 HOLMES ROAD KANSAS CITY MO 61131 POF ORGANIZATIONS PURPOSE 3000 CAMP ENCOURAGE 4025 CENTRAL STREET KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 2500 CAMP FOR KIDS 5913 WOODSPN RD STE 211 MISSION KS 66202 POF ORGANIZATIONS PURPOSE 6500 CATHOLIC CHARITIES OF NORTHEAST KANSAS 9720 WEST 87TH STREET OVERLAND PARK KS 66212 POF ORGANIZATIONS PURPOSE 3500 CHILD PROTECTION CENTER 2940 MAIN STREET KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 3000 CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED 3101 MAIN STREET KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 6500 COMMUNITY LINC 4012 TROOST AVE KANSAS CITY MO 64110 POF ORGANIZATIONS PURPOSE 4500 COMMUNITY SERVICES LEAGUE 404 NORTH NOLAND ROAD INDEPENDENCE MO 64050 POF ORGANIZATIONS PURPOSE 6000 CORNERSTONES OF CARE 300 E 36TH STREET KANSAS CITY MO 64015 POF ORGANIZATIONS PURPOSE 12500 CRISTO REY 211 W LINWOOD BLVD KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 4500 DEBATE KANSAS CITY 5100 ROCKHILL RD 202 HAAG HALL KANSAS CITY MO 64110 POF ORGANIZATIONS PURPOSE 5000 DONNELLY COLLEGE 608 N 18TH STREET KANSAS CITY KS 66102 POF ORGANIZATIONS PURPOSE 5000 DRUMM FARM CENTER 3210 S LEES SUMMIT RD INDEPENDENCE MO 64055 POF ORGANIZATIONS PURPOSE 5000 EARLYSTART 2008 E 12TH STREET KANSAS CITY MO 64127 POF ORGANIZATIONS PURPOSE 3000 FAMILY CONSERVANCY 444 MINNESOTA AVE STE 200 KANSAS CITY MO 64101 POF ORGANIZATIONS PURPOSE 3500 FIRST CALL 9091 STATE LINE RD KANSAS CITY MO 64114 POF ORGANIZATIONS PURPOSE 2500 FIRST TEE OF GREATER KANSAS CITY 7501 BLUE RIVER ROAD KANSAS CITY MO 64132 POF ORGANIZATIONS PURPOSE 4500 FOLDS OF HONOR 5971 N PATRIOT DR OWASSO OK 74055 POF ORGANIZATIONS PURPOSE 2500 FOLLY THEATER PO BOX 26505 KANSAS CITY MO 64196 POF ORGANIZATIONS PURPOSE 4000 FRONT PORCH ALLIANCE 3210 MICHIGAN AVE KANSAS CITY MO 64109 POF ORGANIZATIONS PURPOSE 3500 FRONTIER SCHOOLS 6800 CORPORATE DRIVE KANSAS CITY MO 64120 POF ORGANIZATIONS PURPOSE 3000 GILDA'S CLUB KANSAS CITY 21 W 43RD STREET KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 3500 GIRLS SCOUTS OF NE KANSAS & NW MISSOURI 10561 BARKLEY ST STE 101 OVERLAND PARK KS 66212 POF ORGANIZATIONS PURPOSE 4500 GIVING THE BASICS 927 S 7TH STREET KANSAS CITY KS 66105 POF ORGANIZATIONS PURPOSE 5000 GORDON PARKS ELEMENTARY SCHOOL 3715 WYOMING KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 5000 GRANDVIEW PARK PRESBYTERIAN CHURCH 1613 WILSON BLVD KANSAS CITY KS 66102 POF ORGANIZATIONS PURPOSE 5000 GREEN WORKS IN KANSAS CITY 607 E 31ST ST KANSAS CITY MO 64109 POF ORGANIZATIONS PURPOSE 5000 GROWING FUTURE 8155 SANTA FE DR OVERLAND PARK KS 66204 POF ORGANIZATIONS PURPOSE 3000 GUADALUPE CENTERS INC 1015 AVENDIA CESAR E CHAVEZ KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 3000 HEARTLAND CAMPSRETREAT CENTER 16965 NW 45 HWY PARKVILLE MO 64152 POF ORGANIZATIONS PURPOSE 3000 HIGH ASPIRATIONS 6320 BROOKSIDE PLAZA STE 263 KANSAS CITY MO 64113 POF ORGANIZATIONS PURPOSE 2500 HILLCREST TRANSITIONAL HOUSING PO BOX 901924 KANSAS CITY MO 64190 POF ORGANIZATIONS PURPOSE 5000 HOPE HOUSE PO BOX 577 LEES SUMMIT MO 64053 POF ORGANIZATIONS PURPOSE 4000 HOPE NETWORK OF RAYTOWN 10500 EAST 350 HIGHWAY KANSAS CITY MO 64138 POF ORGANIZATIONS PURPOSE 3000 IMMANUEL COMMUNITY OUTREACH 3232 METROPOLITAN AVE KANSAS CITY KS 66106 POF ORGANIZATIONS PURPOSE 2500 INCLUSION CONNECTIONS 2073 EAST SANTA FE OLATHE KS 66062 POF ORGANIZATIONS PURPOSE 3000 INDEPENDENCE BOULEVARD CHRISTIAN CHURCH 606 GLADSTONE AVE KANSAS CITY MO 64124 POF ORGANIZATIONS PURPOSE 13750 JOHNSON COUNTY LIBRARY FOUNDATION PO BOX 2933 SHAWNEE MISSION KS 662011333 POF ORGANIZATIONS PURPOSE 3000 JUNIOR ACHIEVEMENT OF GREATER KC 2842 W 47TH AVE KANSAS CITY KS 66103 POF ORGANIZATIONS PURPOSE 6000 KANSAS CITY BALLET 500 W PERSHING ROAD KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 2750 KANSAS CITY BLIND ALL STAR FOUNDATION 1100 STATE AVE KANSAS CITY KS 66102 POF ORGANIZATIONS PURPOSE 4000 KANSAS CITY COMMUNITY GARDENS 6917 KENSINGTON KANSAS CITY MO 64112 POF ORGANIZATIONS PURPOSE 4500 KANSAS CITY HOSPICE & PALLIATIVE CARE 9001 STATE LINE RD STE 300 KANSAS CITY MO 64114 POF ORGANIZATIONS PURPOSE 4500 KANSAS CITY KANSAS COMM COLLEGE FUND 7250 STATE AVENUE KANSAS CITY KS 66102 POF ORGANIZATIONS PURPOSE 10000 KANSAS CITY PBS 125 E THIRTY-FIRST ST KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 3000 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVE STE 106 KANSAS CITY MO 64110 POF ORGANIZATIONS PURPOSE 4000 KANSAS CITY SYMPHONY 1644 WYANDOTTE KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 4000 KANSAS CITY YOUNG AUDIENCES 3732 MAIN STREET KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 4000 KANTORIE OF KANSAS CITY 3132 SW PERGOLA PARK DRIVE LEES SUMMIT MO 64081 POF ORGANIZATIONS PURPOSE 2000 KIDS HAIR ACADEMY 1221 W 103RD ST STE 103 KANSAS CITY MO 64114 POF ORGANIZATIONS PURPOSE 1500 KIDS TLC 480 SOUTH ROGERS ROAD OLATHE KS 66026 POF ORGANIZATIONS PURPOSE 2500 LEAD TO READ KC 6022 N STRATHBURY AVE KANSAS CITY MO 64151 POF ORGANIZATIONS PURPOSE 3000 LEVEL UP 5416 NE ANTIOCH RD KANSAS CITY MO 64119 POF ORGANIZATIONS PURPOSE 12500 LONGVIEW FARM ELEMENTARY SCHOOL 1001 SW LONGVIEW PARK DRIVE LEES SUMMIT MO 64081 POF ORGANIZATIONS PURPOSE 4500 LYRIC OPERA 1725 HOLMES STREET KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 3000 MATTIE RHODES CENTER 148 N TOPPING AVE KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 4000 MCC FOUNDATION 3200 BROADWAY KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 10000 MESNER PUPPET THEATER 300 E 39TH ST STE LL2D KANSAS CITY MO 64109 POF ORGANIZATIONS PURPOSE 2500 METRO LUTHERN MINISTRY 3031 HOLMES STREET KANSAS CITY MO 64109 POF ORGANIZATIONS PURPOSE 5000 MID CONTINENT PUBLIC LIBRARY 15616 E 24 HWY INDEPENDENCE MO 64050 POF ORGANIZATIONS PURPOSE 3000 MISSOURI PARKS ASSOCIATION 12802 NE MT OLIVET ROAD KANSAS CITY MO 64166 POF ORGANIZATIONS PURPOSEORGANIZATIONS PURPOSE 1500 MOCSA 3100 BROADWAY STE 400 KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 6000 MUSICARTS INSTITUTE 1010 S PEARL ST INDEPENDENCE MO 64055 POF ORGANIZATIONS PURPOSE 3000 NATIONAL MUSEUM OF TOYS AND MINIATURES 5235 OAK ST KANSAS CITY MO 64112 POF ORGANIZATIONS PURPOSE 3000 NATIONAL WORLD WAR I MUSEUM 100 W 26TH STREET KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 35000 NEWHOUSE PO BOX 240019 KANSAS CITY MO 64124 POF ORGANIZATIONS PURPOSE 6000 NEXT PAIGE FOUNDATION 5930 TROOST AVE KANSAS CITY MO 64110 POF ORGANIZATIONS PURPOSE 1500 NORTHEAST COMMUNITY CENTER 544 WABASH KANSAS CITY MO 64124 POF ORGANIZATIONS PURPOSE 5000 OLATHE PUBLIC SCHOOLS FOUNDATION 300 E LOULA STREET OLATHE KS 66061 POF ORGANIZATIONS PURPOSE 10000 OPERATION BREAKTHROUGH 3039 TROOST AVE KANSAS CITY MO 64109 POF ORGANIZATIONS PURPOSE 5000 PARK UNIVERSITY 8700 NW RIVER PARK DR PARKVILLE MO 64152 POF ORGANIZATIONS PURPOSE 2000 PLANNED PARENTHOOD OF THE GREAT PLAINS 4401 W 109TH ST STE 100 OVERLAND PARK KS 66211 POF ORGANIZATIONS PURPOSE 5000 POLICE ATHLETIC LEAGUE OF KCK 800 N 5TH ST KANSAS CITY KS 66101 POF ORGANIZATIONS PURPOSE 5000 POWELL GARDENS 1609 NW US HIGHWAY 50 KINGSVILLE MO 64061 POF ORGANIZATIONS PURPOSE 4000 PROVIDENCE SCHOOL OF ARTS 5809 MICHIGAN AVE KANSAS CITY MO 64130 POF ORGANIZATIONS PURPOSE 3000 REBUILDING TOGETHER KANSAS CITY 2050 PLUMBERS WAY 150 LIBERTY MO 64068 POF ORGANIZATIONS PURPOSE 3500 RESEARCH FOUNDATION 2316 EAST MEYER BLVD KANSAS CITY MO 64132 POF ORGANIZATIONS PURPOSE 3500 RESTART INC 918 EAST 9TH STREET KANSAS CITY MO 64106 POF ORGANIZATIONS PURPOSE 4500 ROSE BROOKS CENTER PO BOX 320599 KANSAS CITY MO 64132 POF ORGANIZATIONS PURPOSE 5000 SAFEHOME PO BOX 4563 OVERLAND PARK KS 66204 POF ORGANIZATIONS PURPOSE 4000 SAINT LUKE'S FOUNDATION - THE CHILDREN'S SPOT 901 E 104TH STREET KANSAS CITY MO 64139 POF ORGANIZATIONS PURPOSE 5000 SCHOOL OF ECONOMICS 200 NW 14TH STREET BLUE SPRINGS MO 64015 POF ORGANIZATIONS PURPOSE 5000 SETON CENTER 2816 E 23RD STREET KANSAS CITY MO 64127 POF ORGANIZATIONS PURPOSE 4000 SLEEPYHEAD BEDS 5604 TROOST AVE KANSAS CITY MO 64110 POF ORGANIZATIONS PURPOSE 2500 STRAWBERRY WEEK 12005 NORWOOD ROAD LEAWOOD KS 66209 POF ORGANIZATIONS PURPOSE 3000 SUNFLOWER HOUSE 15440 W 65TH STREET SHAWNEE KS 66217 POF ORGANIZATIONS PURPOSE 5500 THE AIDEN PROJECT 500 WESTPORT ROAD KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 2500 THE WHOLE PERSON 3710 MAIN STREET KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 4000 TRANSITION ACADEMY 107 W 63RD STE 503 KANSAS CITY MO 64113 POF ORGANIZATIONS PURPOSE 2500 UMKC INSTITUTE FOR URBAN EDUCATION 615 E 52ND ST STE 232 KANSAS CITY MO 64110 POF ORGANIZATIONS PURPOSE 2500 UNIVERSITY HEALTH FOUNDATION 2310 HOLMES STE 735 KANSAS CITY MO 64108 POF ORGANIZATIONS PURPOSE 4000 VIBRANT HEALTH 21 NORTH 12TH STREET KANSAS CITY KS 66102 POF ORGANIZATIONS PURPOSE 2500 WILDWOOD EDUCATION CENTER 7095 W 399TH STREET LA CYGNE KS 66040 POF ORGANIZATIONS PURPOSE 5000 WILLIAM JEWELL COLLEGE 500 COLLEGE HILL LIBERTY MO 64068 POF ORGANIZATIONS PURPOSE 5000 WONDERSCOPE CHILDREN'S MUSEUM 433 E RED BRIDGE RD KANSAS CITY MO 64131 POF ORGANIZATIONS PURPOSE 2500 YMCA OF GREATER KANSAS CITY 3100 BROADWAY STE 1020 KANSAS CITY MO 64111 POF ORGANIZATIONS PURPOSE 3000 YOUTH VOLUNTEER CORPS 1025 JEFFERSON STREET KANSAS CITY MO 64105 POF ORGANIZATIONS PURPOSE 2000 466500 0 14 17265 14 169243 14 162 18 1450665 0 1637335 0 1637335 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3455 0 0 CHARLES SCHWAB-FIXED INCOME 299796 302679 CHARLES SCHWAB-EQUITY 3006502 4377171 CHARLES SCHWAB-EXCHANGE TRADE AT COST 3289723 3529354 LEGAL FEES 29055 0 0 ESTIMATED TAX DEPOSITS 4420 11680 11680 INSURANCE 2631 0 0 BANK CHARGES 75 0 0 MISCELLANEOUS 629 0 0 MISCELLANEOUS 162 162 162 FUND MANAGEMENT FEES 30210 30210 0 TAX PAID 7888 0 0