2020-04-01T21:00:23-05:00 2019-11-30 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2018-12-01 446010327 KURZ CHARITABLE TRUST & FOUNDATION 100183 KURZ 8168607711 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 BRANDON JONES Vice President 8168607711 2020-03-19 true ERIC W COURSEY P00387963 4126445302 2020-03-19 2018 2022-09-23 18:48:47Z X 427873 X 12206 12191 12324 176257 12324 0 24530 24515 6134 3067 3067 0 0 0 0 0 0 800 0 0 800 0 0 888 136 0 0 0 0 0 0 0 7822 3203 0 3867 16585 16585 24407 3203 0 20452 123 21312 0 12988 15842 15842 0 0 0 357474 352403 412031 370462 368245 427873 0 X 370462 368245 370462 368245 370462 368245 370462 123 0 370585 2340 368245 3670.402 AMERICAN CENTURY DIVERSIFIED BOND INST. 2016-12-13 2019-01-08 37952 39715 -1763 -1763 25.95 WILLIAM BLAIR SMALL CAP VALUE FUND CL I 2018-12-14 2019-01-08 423 428 -5 -5 211.772 WILLIAM BLAIR SMALL CAP VALUE FUND CL I 2017-12-14 2019-01-08 3454 4320 -866 -866 16.554 CARILLON EAGLE SMALL CAP GROWTH FUND I 2018-12-21 2019-01-08 786 717 69 69 65.224 CARILLON EAGLE SMALL CAP GROWTH FUND I 2017-12-21 2019-01-08 3099 3714 -615 -615 224.777 DODGE & COX INCOME FUND 2017-12-19 2019-02-14 3032 3076 -44 -44 37.567 SEAFARER OVERSEAS GROWTH & INCOME FD I 2017-12-14 2019-02-14 423 481 -58 -58 1476.295 IVY INTERNATIONAL CORE EQUITY I 2016-02-12 2019-02-14 24566 23800 766 766 100.341 IVY INTERNATIONAL CORE EQUITY I 2018-03-19 2019-02-14 1670 2026 -356 -356 815.554 IVY INTERNATIONAL CORE EQUITY I 2018-12-13 2019-02-14 13571 15741 -2170 -2170 763.289 NUANCE MID CAP VALUE - I 2017-12-21 2019-02-14 9159 8824 335 335 69.32115 RIVERPARK STRATEGIC INCOME FUND I 2018-03-19 2019-02-14 640 656 -16 -16 7.51885 RIVERPARK STRATEGIC INCOME FUND I 2018-03-19 2019-02-14 69 71 -2 -2 6.166 TRIBUTARY SMALL CO INSTITUTIONAL PLUS 2019-01-08 2019-02-14 171 157 14 14 471.587 VANGUARD TOTAL BOND MARKET INDEX FD - AD 2019-01-01 2019-02-14 4961 4928 33 33 18.907 VANGUARD TOTAL BOND MARKET INDEX FD - AD 2019-02-01 2019-02-14 199 199 310.27 MFS MID CAP GROWTH FUND CLASS R 6 2019-02-14 2019-06-04 6295 5839 456 456 59.017 MFS MID CAP GROWTH FUND CLASS R 6 2017-12-14 2019-06-04 1197 941 256 256 61.508 MFS MID CAP GROWTH FUND CLASS R 6 2019-02-14 2019-06-04 1248 1154 94 94 248.276 TIAA-CREF GROWTH & INCOME FD - INSTL 2018-12-07 2019-06-04 3436 3166 270 270 3056.023 TIAA-CREF GROWTH & INCOME FD - INSTL 2017-12-08 2019-06-04 42295 35227 7068 7068 646.131 DEVELOPED MARKETS INDEX FUND ADMIRAL CL 2017-08-03 2019-06-13 8555 8824 -269 -269 CAPITAL GAIN DIVIDENDS P 9125 12324 false 20887 420142 0.049714 20574 418251 0.049191 21098 402113 0.052468 22475 424391 0.052958 18928 428979 0.044123 0.248454 0.049691 407499 20249 213 20462 20452 426 0 426 0 426 432 0 432 0 6 6 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8168607711 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 CO-TRUSTEE 1 5984 CARL W KURZ CO ELKO PHOTO PRODUCTS P O BOX 328 KANSAS CITY MO 64141 CO-TRUSTEE 1 150 NONE 0 NONE 0 388615 25090 0 413705 0 0 413705 6206 407499 20375 20375 426 426 19949 0 19949 0 19949 20452 0 0 0 0 20452 0 20452 19949 16524 0 0 0 0 0 0 0 20452 16524 0 0 3928 0 0 0 0 0 0 0 0 16021 0 0 0 0 0 0 0 0 NONE NONE X COLONIAL PRESBYTERIAN CHURCH 12501 W 137TH ST OVERLAND PARK KS 66221 NONE PC CHARITABLE 2000 CORNHUSKERS FLY FISHERS INC 5720 BANCROFT LINCOLN NE 68506 NONE PC INTERNATIONAL FEDERATION OF 500 HEART OF AMERICA FLYFISHERS P O BOX 731 MISSION KS 66201 NONE PC INTERNATIONAL FEDERATION OF 1500 SOUTHERN COUNCIL OF FLYFISHERS 314 BEL AIR JEFFERSON CITY MO 65101 NONE PC CHARITABLE 500 NORTH ARKANSAS FLY FISHERS POBOX 1213 MOUNTAIN HOME AR 70654 NONE PC CHARITABLE 500 KC NORTHLAND FLY FISHERS 7306 N PENNSYLVANIA AVE KANSAS CITY MO 64118 NONE PC CHARITABLE 1500 COLLEGE OF THE OZARKS P O BOX 17 POINT LOOKOUT MO 65726 NONE PC CHARITABLE 100 DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON DC 20036 NONE PC CHARITABLE 40 PHEASANTS FOREVER 1783 BUERKLE CIRCLE ST PAUL MN 55110 NONE PC CHARITABLE 4600 ST LABRE INDIAN SCHOOL PO BOX 216 ASHLAND MT 59003 NONE PC CHARITABLE 85 TRI LAKES FLY FISHERS 1340 STATE HIGHWAY U BOLIVAR MO 65613 NONE PC CHARITABLE 500 CONSERVATION FEDERATION OF MISSOURI 728 W MAIN ST JEFFERSON CITY MO 65101 NONE PC CHARITABLE 1560 PROJECT HEALING WATERS PO BOX 695 LAPLATA MD 20646 NONE PC CHARITABLE 1000 MOKAN TROUT UNLIMITED 7502 PARK ST SHAWNEE KS 66216 NONE PC CHARITABLE 2000 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE DR WOODS HOLE MA 02543 NONE PC CHARITABLE 200 16585 14 12206 18 12324 24530 24530 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 800 800 CORPORATE ACTION TRANSFER 2338 ROUNDING 2 FEDERAL TAX PAYMENT - PRIOR YE 320 0 0 FEDERAL ESTIMATES - INCOME 432 0 0 FOREIGN TAXES ON QUALIFIED FOR 121 121 0 FOREIGN TAXES ON NONQUALIFIED 15 15 0