2025-05-06T20:01:24-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2024-01-01 376485474 STARK WOLKOFF FOUNDATION 13776600 WOLK 8168601933 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 KELSEY SHIREMAN Vice President 8168601933 2025-04-23 true true JOSEPH B HULL P00135850 6142327290 2025-04-23 2024 2025-03-06 01:10:19Z X 510398 X 12935 12935 34397 157582 34397 0 47332 47332 7431 3715 3715 0 0 0 0 0 0 2000 0 0 2000 0 0 295 138 0 0 0 0 0 0 0 9726 3853 0 5715 20000 20000 29726 3853 0 25715 17606 43479 0 12501 33953 33953 0 0 0 392123 388196 476445 404624 422149 510398 0 X 404624 422149 404624 422149 404624 422149 404624 17606 0 422230 81 422149 313. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2024-01-29 32693 32367 326 326 232.998 PGIM HIGH YIELD-R6 2023-01-17 2024-01-29 1095 1093 2 2 5.611 CHAMPLAIN MID CAP FUND-INST 2019-06-04 2024-03-08 148 109 39 39 28. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-03-08 4552 3637 915 915 26.282 MFS INSTL INTL EQUITY FUND 2022-06-01 2024-03-08 908 761 147 147 249.273 PRINCIPAL BLUE CHIP-R6 2022-06-17 2024-03-08 10609 8134 2475 2475 32.545 VANGUARD INST INDEX-INST 2022-06-17 2024-03-08 13795 10037 3758 3758 1.415 VANGUARD SML CAP INDX-ADM 2021-03-22 2024-03-08 151 147 4 4 167.64 CHAMPLAIN MID CAP FUND-INST 2019-06-04 2024-03-27 4434 3264 1170 1170 328.159 NUANCE MID CAP VALUE-INST 2017-02-10 2024-03-27 4125 3928 197 197 371.634 PRINCIPAL BLUE CHIP-R6 2022-06-17 2024-03-28 16174 9216 6958 6958 259.304 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-07-31 11669 6244 5425 5425 109.309 FIDELITY MID CAP INDX 2023-11-08 2024-11-19 3906 2896 1010 1010 91.643 SEAFARER OVERSEAS GROWTH & INCOME FD I 2024-03-08 2024-11-19 1126 1163 -37 -37 649.375 SEAFARER OVERSEAS GROWTH & INCOME FD I 2021-03-03 2024-11-19 7981 9773 -1792 -1792 17. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-11-19 3064 2208 856 856 223.02 MFS INSTL INTL EQUITY FUND 2022-06-01 2024-11-19 7728 6459 1269 1269 16.553 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-11-19 799 399 400 400 40.268 TRIBUTARY SMALL COMP-INST+ 2022-04-08 2024-11-19 1359 1257 102 102 15.518 VANGUARD DEV MKT INDX-ADM 2024-03-08 2024-11-19 246 249 -3 -3 433.397 VANGUARD DEV MKT INDX-ADM 2022-06-17 2024-11-19 6869 5355 1514 1514 4.166 VANGUARD SML CAP INDX-ADM 2021-03-22 2024-11-19 496 432 64 64 148.688 BAIRD INTERMEDIATE BOND-INST 2024-11-19 2024-12-12 1540 1537 3 3 92.408 DODGE & COX INCOME-I 2024-03-08 2024-12-12 1172 1165 7 7 18.91 FIDELITY MID CAP INDX 2023-11-08 2024-12-12 685 501 184 184 22.703 SEAFARER OVERSEAS GROWTH & INCOME FD I 2021-03-03 2024-12-12 275 342 -67 -67 3. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2024-12-12 310 307 3 3 7. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2024-12-12 734 724 10 10 34.252 MFS BLND RESRCH M/C EQ-R6 2024-11-19 2024-12-12 510 556 -46 -46 34.742 MFS INSTL INTL EQUITY FUND 2022-06-01 2024-12-12 1233 1006 227 227 69.824 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-12-12 3355 1681 1674 1674 84.458 PGIM HIGH YIELD-R6 2024-11-19 2024-12-12 408 408 30.424 TRIBUTARY SMALL COMP-INST+ 2022-04-08 2024-12-12 987 950 37 37 70.801 VANGUARD DEV MKT INDX-ADM 2017-02-10 2024-12-12 1140 869 271 271 14.36 VANGUARD INST INDEX-INST 2020-11-03 2024-12-12 7169 4148 3021 3021 4.043 VANGUARD SML CAP INDX-ADM 2021-03-22 2024-12-12 493 419 74 74 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 CAPITAL GAIN DIVIDENDS P 4154 34397 604 0 604 0 604 120 0 0 120 0 484 0 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8168601933 1010 GRAND 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 7431 NONE 0 NONE 0 491281 22313 0 513594 0 0 513594 7704 505890 25295 25295 604 604 24691 0 24691 0 24691 25715 0 0 0 0 25715 24691 19303 0 0 0 0 0 0 0 25715 19303 0 0 6412 0 0 0 0 0 0 0 0 18279 0 0 0 0 0 0 0 0 NONE NONE X CHILDREN'S MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 NONE PC CHARITABLE PURPOSES 5000 GIRL SCOUTS OF NE KANSAS & NW MISSOURI 10561 BARKLEY PLACE SUITE 101 Overland Park KS 66212 NONE PC CHARITABLE PURPOSES 2500 Friends of the Zoo Inc of Kansas City 6800 ZOO DRIVE Kansas City MO 64132 NONE PC CHARITABLE PURPOSES 5000 LIBERTY MEMORIAL 2 MEMORIAL DRIVE Kansas City MO 64108 NONE PC CHARITABLE PURPOSES 2500 KANSAS CITY REPERTORY THEATRE 4825 TROOST AVE STE 101 KANSAS CITY MO 64110 PC NONE CHARITABLE PURPOSES 5000 20000 14 12935 18 34397 47332 47332 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2000 2000 MUTUAL FUND TIMING ADJUSTMENT 81 FEDERAL TAX PAYMENT - PRIOR YE 37 0 0 FEDERAL ESTIMATES - INCOME 120 0 0 FOREIGN TAXES ON QUALIFIED FOR 101 101 0 FOREIGN TAXES ON NONQUALIFIED 37 37 0