2021-08-09T13:00:14-05:00 2021-03-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2020-04-01 510214040 MORRIS FINGERSH SCHOLARSHIP TRUST FD FING 8168607711 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 BRANDON JONES Vice President 8168607711 2021-06-10 true ERIC W COURSEY P00387963 4126445302 2021-06-10 2020 2022-09-23 18:48:47Z X 255674 X 5300 5300 39177 76826 39177 0 98 44575 44477 3593 1796 1796 0 0 0 0 0 0 800 0 0 800 0 0 8 8 0 0 0 0 0 0 0 4401 1804 0 2596 14750 14750 19151 1804 0 17346 25424 42673 0 18139 12170 12170 0 0 0 174913 206379 243504 193052 218549 255674 0 X 193052 218549 193052 218549 193052 218549 193052 25424 73 218549 0 218549 78. ISHARES RUSSELL MIDCAP INDEX FUND 2007-03-15 2020-08-11 4570 1995 2575 2575 58. TRIBUTARY SMALL CO INSTITUTIONAL PLUS 2019-03-06 2020-08-11 1429 1587 -158 -158 480. VANGUARD TOTAL BOND MARKET INDEX FD - ADM SHARES 2019-03-06 2020-10-02 5578 5045 533 533 663.167 PRIMECAP ODYSSEY GROWTH FUND 2010-08-25 2020-11-05 28808 8482 20326 20326 77. VANGUARD TOTAL BOND MARKET ETF 2008-12-26 2020-11-05 6781 6029 752 752 104. DRIEHAUS SMALL CAP GROWTH FUND INSTL. 2020-08-11 2021-03-08 2608 1897 711 711 68. DRIEHAUS EMERGING MARKETS GROWTH FUND I 2020-11-05 2021-03-08 3276 3160 116 116 18. ISHARES RUSSELL MIDCAP INDEX FUND 2007-03-15 2021-03-08 1300 460 840 840 45. MANNING & NAPIER INTL. DISCOVERY CL Z 2020-11-05 2021-03-08 1348 1262 86 86 19. TRIBUTARY SMALL CO INSTITUTIONAL PLUS 2019-03-06 2021-03-08 646 520 126 126 28. VANGUARD TOTAL BOND MARKET ETF 2008-12-26 2021-03-08 2372 2192 180 180 47. VANGUARD INSTITUTIONAL INDEX 2019-09-24 2021-03-08 15895 5020 10875 10875 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 CAPITAL GAIN DIVIDENDS P 2215 39177 593 0 593 0 593 60 0 0 60 0 533 0 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8168607711 1010 GRAND 3RD FLR 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 2 3593 NONE 0 NONE 0 235557 13224 0 248781 0 0 248781 3732 245049 12252 12252 593 593 11659 0 11659 0 11659 17346 0 0 0 0 17346 0 17346 11659 0 0 0 137 1779 304 8723 10943 17346 0 0 0 11659 5687 0 0 16630 0 0 0 0 0 0 0 16630 137 1779 304 8723 5687 NONE NONE TRUSTEE MORRIS FINGERSH SCHOLARSHI PO BOX 419692 KANSAS CITY MO 64141 8168607711 WRITTEN APPLICATION BY STUDENT (NO FORM) JUNE 1 LIMITED TO STUDENTS AT HYMAN BRAND HEBREW ACADEMY HYMAN BRAND HEBREW ACADEMY 5901 COLLEGE BLVD OVERLAND PARK KS 66211 NONE PC SCHOLARSHIP 14750 14750 14 5300 18 39177 OTHER REVENUE 1 98 44575 44575 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 800 800 ROUNDING 1 MUTUAL FUND TIMING ADJUSTMENT 72 VANGUARD INSTITUTIONAL INDEX REVERSAL 0 FOREIGN TAXES ON QUALIFIED FOR 5 5 0 FOREIGN TAXES ON NONQUALIFIED 3 3 0