2025-02-06T16:01:12-06:00 2024-09-30 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2023-10-01 436743873 CLARA SHUMWAY CHAR TRUST 10373600 SHUM 8168607711 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 KELSEY SHIREMAN Vice President 8168607711 2025-01-03 true true JOSEPH B HULL 6142327290 2025-01-03 2023 2025-03-06 01:10:19Z X 5909269 X 97222 92543 294546 1324641 294546 0 1606 393374 387089 52881 26440 26440 0 0 0 0 0 0 1000 0 0 1000 0 0 3817 1423 0 0 0 0 0 0 0 4 4 57702 27867 0 27440 213191 213191 270893 27867 0 240631 122481 359222 0 210722 210201 210201 0 0 0 3890188 4013190 5699068 4100910 4223391 5909269 0 X 4100910 4223391 4100910 4223391 4100910 4223391 4100910 122481 0 4223391 0 4223391 540. DELTA AIR LINES INC 2023-08-10 2023-10-12 18912 24215 -5303 -5303 16. O'REILLY AUTOMOTIVE INC 2020-06-11 2023-10-12 14687 6450 8237 8237 82. QUANTA SERVICES INC 2021-03-15 2023-10-12 14595 7251 7344 7344 251. SHOPIFY INC - CLASS A 2023-08-10 2023-10-12 13388 14191 -803 -803 24. VERALTO CORP 2009-04-17 2023-10-26 1691 174 1517 1517 375. ON SEMICONDUCTOR 2022-08-11 2023-11-09 24056 23118 938 938 2748. DOUBLELINE TTL RTRN BND-I 2016-01-26 2023-12-26 24320 29953 -5633 -5633 196. BOEING CO 2022-12-15 2024-01-08 45589 35472 10117 10117 58. DEERE & CO 2021-10-14 2024-01-11 22701 19060 3641 3641 40. NETFLIX COM INC 2022-12-15 2024-01-11 19761 11625 8136 8136 21. INTUIT INC 2019-01-10 2024-02-15 13928 4308 9620 9620 149. MORGAN STANLEY DEAN WITTER & CO 2022-08-11 2024-02-15 12789 13348 -559 -559 27. PALO ALTO NETWORKS INC 2022-06-10 2024-02-15 9890 4477 5413 5413 15. SERVICENOW INC 2023-01-30 2024-02-15 11732 6648 5084 5084 107. TESLA INC 2021-04-15 2024-02-15 21268 25523 -4255 -4255 37. VERTEX PHARMACEUTICALS INC 2022-09-16 2024-02-15 15724 10690 5034 5034 106. ALPHABET INC 2015-08-13 2024-02-28 14432 3639 10793 10793 19. INTUIT INC 2019-01-10 2024-02-28 12528 3897 8631 8631 59. MARRIOTT INTERNATIONAL INC CLASS A 2023-06-15 2024-02-28 14674 10441 4233 4233 38. PALO ALTO NETWORKS INC 2022-06-10 2024-02-28 11989 6301 5688 5688 632. SCHLUMBERGER LTD 2023-09-14 2024-02-28 30412 35895 -5483 -5483 5. SERVICENOW INC 2023-05-11 2024-02-28 3800 2259 1541 1541 10. SERVICENOW INC 2023-01-30 2024-02-28 7599 4432 3167 3167 25000. US TREASURY NOTE/BOND 2.375% 29 FEB 2024 2020-11-05 2024-02-29 25000 25000 9. BOOKING HOLDINGS INC 2023-03-09 2024-03-26 32874 22644 10230 10230 125. PALO ALTO NETWORKS INC 2022-06-10 2024-03-26 35594 20136 15458 15458 73. VERTEX PHARMACEUTICALS INC 2022-07-14 2024-03-26 30516 18935 11581 11581 5766.318 CHAMPLAIN MID CAP FUND-INST 2022-11-01 2024-03-27 152519 116902 35617 35617 9911.659 NUANCE MID CAP VALUE-INST 2016-11-17 2024-03-27 124590 112200 12390 12390 25. ADOBE SYSTEMS INC 2023-11-09 2024-04-11 12138 14495 -2357 -2357 97. MORGAN STANLEY DEAN WITTER & CO 2020-11-13 2024-04-11 8405 5526 2879 2879 19. NVIDIA CORP 2020-05-14 2024-04-11 17109 1518 15591 15591 66. UNITEDHEALTH GROUP INC 2016-06-08 2024-04-11 29306 9267 20039 20039 106. AMERICAN TOWER CORP 2024-01-11 2024-05-09 19773 21995 -2222 -2222 30. IDEXX LABORATORIES CORP 2024-02-15 2024-05-09 15057 17047 -1990 -1990 97. ACCENTURE PLC-CL A 2018-09-13 2024-05-09 29628 16711 12917 12917 72. DISNEY WALT HOLDING CO 2024-03-26 2024-06-13 7175 8668 -1493 -1493 82. MARATHON PETROLEUM CORP COM 2024-02-28 2024-06-13 13944 13719 225 225 90. NUCOR CORP 2021-08-12 2024-06-13 13851 11307 2544 2544 13. O'REILLY AUTOMOTIVE INC 2020-05-14 2024-06-13 12991 5141 7850 7850 46.249 VANGUARD INST INDEX-INST 2023-04-03 2024-06-14 20733 15920 4813 4813 215. PENTAIR PLC 2023-07-13 2024-06-25 16114 14373 1741 1741 23. ALPHABET INC 2023-05-18 2024-07-30 3910 2829 1081 1081 22. AMAZON COM INC 2023-04-13 2024-07-30 3993 2252 1741 1741 36. APPLE COMPUTER INC 2021-12-09 2024-07-30 7875 6305 1570 1570 2. ARISTA NETWORKS INC 2024-06-25 2024-07-30 620 669 -49 -49 3. AXON ENTERPRISE INC 2024-02-15 2024-07-30 917 818 99 99 14. BANK OF AMERICA CORP 2024-04-11 2024-07-30 575 512 63 63 6. BERKSHIRE HATHAWAY INC-CL B 2022-03-10 2024-07-30 2641 1945 696 696 9. BROADCOM INC 2023-09-14 2024-07-30 1301 785 516 516 10. CHEVRONTEXACO CORP 2021-05-13 2024-07-30 1593 1069 524 524 500. CHIPOTLE MEXICAN GRILL INC 2023-08-10 2024-07-30 26301 18459 7842 7842 2. CINTAS CORP 2023-05-11 2024-07-30 1527 948 579 579 28. CITIGROUP INC 2024-05-09 2024-07-30 1840 1774 66 66 9. COPART INC 2024-06-13 2024-07-30 463 480 -17 -17 5. COSTCO WHOLESALE CORP 2020-08-13 2024-07-30 4029 1681 2348 2348 52. CROWDSTRIKE HOLDINGS INC - A 2024-03-26 2024-07-30 12076 17215 -5139 -5139 3. DANAHER CORP 2009-04-17 2024-07-30 826 55 771 771 9. EMERSON ELECTRIC CO 2024-01-11 2024-07-30 1040 853 187 187 7. EXXON MOBIL CORP 2024-04-11 2024-07-30 825 853 -28 -28 12. META PLATFORMS INC-CLASS A 2024-04-11 2024-07-30 5548 6270 -722 -722 5. GENERAL DYNAMICS CORP 2024-01-11 2024-07-30 1465 1252 213 213 2. GRAINGER W W INC 2022-11-10 2024-07-30 1933 1214 719 719 3. HOME DEPOT INC 2018-05-10 2024-07-30 1088 562 526 526 3. INTUITIVE SURGICAL INC 2023-08-10 2024-07-30 1298 916 382 382 22. IRON MOUNTAIN INC 2024-05-09 2024-07-30 2230 1746 484 484 12. J P MORGAN CHASE & CO 2015-05-05 2024-07-30 2575 774 1801 1801 5. LILLY ELI & COMPANY 2022-03-10 2024-07-30 3951 1330 2621 2621 1. MARTIN MARIETTA MATERIALS INC 2024-06-13 2024-07-30 583 568 15 15 4. MASTERCARD INC - A 2023-01-13 2024-07-30 1785 1505 280 280 4. MCKESSON HBOC INC 2022-10-13 2024-07-30 2439 1418 1021 1021 7. MERCK & CO. INC. 2024-03-26 2024-07-30 812 879 -67 -67 17. MICROSOFT CORP 2021-11-11 2024-07-30 7159 5651 1508 1508 303. MONDELEZ INTERNATIONAL INC-A 2024-02-28 2024-07-30 20308 22204 -1896 -1896 9. MORGAN STANLEY DEAN WITTER & CO 2020-11-13 2024-07-30 930 513 417 417 2. NETFLIX COM INC 2023-05-11 2024-07-30 1239 689 550 550 70. NEXTERA ENERGY INC 2016-02-11 2024-07-30 5179 1963 3216 3216 3. NUCOR CORP 2021-08-12 2024-07-30 478 377 101 101 22. NVIDIA CORP 2020-05-14 2024-07-30 2295 176 2119 2119 1. O'REILLY AUTOMOTIVE INC 2020-05-14 2024-07-30 1137 395 742 742 34. PALANTIR TECHNOLOGIES INC-A 2024-03-26 2024-07-30 893 856 37 37 3. PARKER HANNIFIN CORP 2023-06-15 2024-07-30 1654 1121 533 533 5. PEPSICO INC 2022-01-13 2024-07-30 865 872 -7 -7 4. QUANTA SERVICES INC 2021-03-15 2024-07-30 1004 354 650 650 5. SALESFORCE INC 2023-06-15 2024-07-30 1284 1063 221 221 2. SERVICENOW INC 2023-05-11 2024-07-30 1588 904 684 684 2. STRYKER CORP 2024-02-15 2024-07-30 658 698 -40 -40 47. SYNOPSYS INC 2023-10-12 2024-07-30 24701 23353 1348 1348 9. TJX COMPANIES INC 2023-09-14 2024-07-30 1014 844 170 170 2. THERMO ELECTRON CORP 2010-07-20 2024-07-30 1224 99 1125 1125 140. VERTIV HOLDINGS CO-A 2024-05-09 2024-07-30 10155 13754 -3599 -3599 8. VISA INC-CLASS A SHARES 2023-01-13 2024-07-30 2103 1787 316 316 52. WAL MART STORES INC 2024-02-15 2024-07-30 3590 2936 654 654 11. WELLS FARGO & CO 2024-04-11 2024-07-30 660 627 33 33 3. TRANE TECHNOLOGIES PLC 2024-05-09 2024-07-30 986 998 -12 -12 6. CHUBB LTD 2024-03-26 2024-07-30 1660 1542 118 118 7. MARRIOTT INTERNATIONAL INC CLASS A 2024-07-30 2024-08-15 1559 1676 -117 -117 94. MARRIOTT INTERNATIONAL INC CLASS A 2023-06-15 2024-08-15 20939 16634 4305 4305 33. MCKESSON HBOC INC 2022-10-13 2024-08-15 18024 11694 6330 6330 82. NUCOR CORP 2021-08-12 2024-08-15 11902 10302 1600 1600 30. INTUIT INC 2019-01-10 2024-09-12 19230 6154 13076 13076 21. MARTIN MARIETTA MATERIALS INC 2024-06-13 2024-09-12 10814 11923 -1109 -1109 175. MERCK & CO. INC. 2024-03-26 2024-09-12 20174 21984 -1810 -1810 45. MICROSOFT CORP 2023-04-13 2024-09-12 19171 13145 6026 6026 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 CAPITAL GAIN DIVIDENDS P 14223 294546 4993 0 4993 0 4993 2148 0 0 2148 0 2845 0 0 false false false false false false false true true KS true false false false false true UMB BANK NA 8168607711 1010 GRAND KANSAS CITY MO 64103 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 64103 TRUSTEE 1 52881 NONE 0 NONE 0 5209079 244752 0 5453831 0 0 5453831 81807 5372024 268601 268601 4993 4993 263608 0 263608 0 263608 240631 0 0 0 0 240631 263608 213194 0 0 0 0 0 0 0 240631 213194 0 0 27437 0 0 0 0 0 0 0 0 236171 0 0 0 0 0 0 0 0 NONE NONE X AMERICAN RED CROSS OF GREATER KS CHAPTER ATTN TRUST AND ESTATES OFFICE OF THE 2025 E ST NW 9062C WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 21319 UNIVERSITY OF KANSAS MEDICAL SCHOOL % THERESA KLINKENBURG D 230 STONG HALL LAWRENCE KS 660451752 NONE PC TO BE USED BY MEDICAL 21319 CHILDREN'S MERCY HOSPITAL ATTN MONICA J DOTY ACCOUNTING 2401 GILLHAM RD KANSAS CITY MO 641084698 NONE PC GENERAL OPERATING SUPPORT 42639 AMERICAN PARKINSON DISEASE ASSOC ATTN JOEL GERSTEL EXECUTIVE DIR 135 PARKINSON AVE STATEN ISLAND NY 103051943 NONE PC GENERAL OPERATING SUPPORT 21319 UMKC SCHOOL OF MEDICINE MICHAEL L FRIEDLAND MD DEAN 5100 ROCKHILL RD KANSAS CITY MO 641102499 NONE PC TO BE USED BY ITS MEDICAL 21319 HEART SPRING ATTN Stacie Williamson Dir of Dev 8700 E 29TH ST N WICHITA KS 672262169 NONE PC GENERAL OPERATING SUPPORT 21319 AMERICAN HEART ASSOCIATION PO BOX 22249 ST PETERSBURG FL 33742 NONE PC GENERAL OPERATING SUPPORT 21319 HEART OF AMERICA COUNCIL OF BOY SCOUTS 10210 HOLMES RD KANSAS CITY MO 641314200 NONE PC GENERAL OPERATING SUPPORT 21319 The Salvation Army ATTN Legal Department 5550 PRAIRIE STONE PARKWAY HOFFMAN ESTATES IL 60192 NONE PC TO BE USED BY KANSAS CITY 21319 213191 14 97222 18 294546 EXCISE TAX REFUND 1 1606 393374 393374 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 ADR FEES 4 4 0 EXCISE TAX REFUND 1606 0 FEDERAL TAX PAYMENT - PRIOR YE 246 0 0 FEDERAL ESTIMATES - INCOME 2148 0 0 FOREIGN TAXES ON QUALIFIED FOR 1200 1200 0 FOREIGN TAXES ON NONQUALIFIED 223 223 0