2024-05-08T22:01:19-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2023-01-01 436406877 HARRY PORTMAN CHARITABLE TRUST 10015500 PORT 8168601933 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 KELSEY SHIREMAN Vice President 8168601933 2024-05-05 true true JOSEPH B HULL P00135850 6142327290 2024-05-05 2023 2023-04-26 12:10:37Z X 5031404 X 116911 116911 123727 339549 123727 0 1432 1432 242070 242070 60054 30027 30027 0 0 0 0 0 0 0 0 6371 1726 0 0 0 0 0 0 0 47 47 66472 31800 0 30027 150000 150000 216472 31800 0 180027 25598 210270 0 191596 213293 213293 0 0 0 1772761 1776032 4818111 1964357 1989325 5031404 0 X 1964357 1989325 1964357 1989325 1964357 1989325 1964357 25598 0 1989955 630 1989325 367. NEXTERA ENERGY INC 1994-01-28 2023-01-23 30291 1690 28601 28601 500. TORONTO DOMINION BK 2016-10-31 2023-01-23 33482 22704 10778 10778 500. VERIZON COMMUNICATIONS 2020-10-22 2023-01-23 20015 28727 -8712 -8712 160. GENERAC HOLDINGS INC 2022-01-07 2023-03-02 19528 50777 -31249 -31249 600. KELLOGG CO 2019-10-09 2023-03-07 38599 37335 1264 1264 270. NORFOLK SOUTHERN CORP 2014-04-30 2023-03-07 58715 25528 33187 33187 180. NVIDIA CORP 2021-01-28 2023-05-03 50134 23834 26300 26300 528. ORACLE CORPORATION 2010-06-28 2023-05-03 50131 11985 38146 38146 100. NVIDIA CORP 2021-01-28 2023-05-31 38192 13241 24951 24951 .2 SANDOZ GROUP AG 1994-01-28 2023-10-23 6 1 5 5 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 CAPITAL GAIN DIVIDENDS P 456 123727 2923 0 2923 0 2923 3380 0 0 3380 0 457 457 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8168601933 1010 GRAND AVENUE KANSAS CITY MO 64106 false false false false true false false false false false false false false false false false false false false false false false UMB BANK N A 1010 GRAND KANSAS CITY MO 64106 TRUSTEE 1 48043 MICHAEL A SCHULTZ 400 W 49TH TER 2146 KANSAS CITY MO 64112 CO-TRUSTEE 1 12011 NONE 0 NONE 0 4508943 204847 0 4713790 0 0 4713790 70707 4643083 232154 232154 2923 2923 229231 0 229231 0 229231 180027 0 0 0 0 180027 229231 136987 0 0 0 0 0 0 0 180027 136987 0 0 43040 0 0 0 0 0 0 0 0 186191 0 0 0 0 0 0 0 0 X JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET OVERLAND PARK KS 66211 NONE PC COMMUNITY SECURITY CAMPAIGN 20000 JEWISH FAMILY SERVICES 425 E 63RD STREET KANSAS CITY MO 64110 NONE PC KESHER KC 25000 KANSAS CITY SYMPHONY ATTN FRANK BYRNE 1703 WYANDOTTE STE 200 KANSAS CITY MO 64108 NONE PC MOBILE MUSIC BOX 15000 AMERICAN RED CROSS 6601 WINCHESTER AVE 110 KANSAS CITY MO 64133 NONE PC GENEVIEVE BYRNE SPEAKER 7500 CHILDREN'S MERCY HOSPITAL 2401 GILIHAM ROAD KANSAS CITY MO 64108 NONE PC GENOMIC ANSWERS FOR KIDS 25000 LINDA HALL LIBRARY FOUNDATION ATTN LISA BROWAR 5109 CHERRY ST KANSAS CITY MO 641102498 NONE PC EDUCATIONAL OUTREACH 10000 JEWISH FEDERATION OF GREATER KANSAS CITY 5801 WEST 115TH ST OVERLAND PARK KS 66221 NONE PC SECURITY INITIATIVE 10000 KANSAS CITY HOSPICE & PALLIATIVE CARE 1500 MEADOW LAKE PKWY SUITE 200 KANSAS CITY MO 64114 NONE PC GRATEFUL FAMILIES PROGRAM 10000 Ability KC 3011 BALTIMORE AVE KANSAS CITY MO 64108 NONE PC STROKE REHABILITATION 10000 LIBERTY MEMORIAL ASSOCIATION 2 MEMORIAL DRIVE KANSAS CITY MO 64108 NONE PC GLOBAL EDUCATION INITIATIVE 10000 BIG BROTHERS BIG SISTERS KANSAS CITY 1709 WALNUT STREET KANSAS CITY MO 64108 NONE PC CHARITABLE CONTRIBUTION 7500 150000 14 116911 18 123727 OTHER REVENUE 1 1432 242070 242070 false false false false false false false false false false MUTUAL FUND TIMING 628 ROUNDING 2 OTHER EXPENSE (NON-DEDUCTIBLE 47 47 0 FOREIGN TAXES 1726 1726 0 FEDERAL TAX PAYMENT - PRIOR YE 1265 0 0 FEDERAL ESTIMATES - INCOME 3380 0 0