2026-01-08T11:01:26-06:00 2025-09-30 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2024-10-01 436777417 THE ROBERT L GREENE SCHOLARSHIP TRUST GREE 8168607711 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 KELSEY SHIREMAN Vice President 8168607711 2026-01-05 true true LAUREN R TAKACS 4126447417 2026-01-05 2024 2025-03-06 01:10:19Z X 979212 X 20905 20894 58552 400471 58552 0 5 5 79462 79451 13507 6753 6753 0 0 0 0 0 0 1000 0 0 1000 0 0 1701 154 0 0 0 0 0 0 0 1 1 16209 6908 0 7753 34308 34308 50517 6908 0 42061 28945 72543 0 46276 34416 34416 0 0 0 638544 679386 944796 684820 713802 979212 0 X 684820 713802 684820 713802 684820 713802 684820 28945 37 713802 0 713802 51. BANK OF AMERICA CORP 2024-04-11 2024-10-10 2033 1865 168 168 5. INTUIT INC 2019-01-10 2024-10-10 3088 1026 2062 2062 18. MARATHON PETROLEUM CORP COM 2024-02-28 2024-10-10 2974 3011 -37 -37 5. MCKESSON HBOC INC 2023-10-12 2024-10-10 2537 2302 235 235 4. MCKESSON HBOC INC 2022-10-13 2024-10-10 2030 1418 612 612 9. MICROSOFT CORP 2016-09-15 2024-10-10 3737 516 3221 3221 15. PEPSICO INC 2022-01-13 2024-10-10 2582 2616 -34 -34 11. EXTRA SPACE STORAGE INC 2024-08-15 2024-11-14 1797 1841 -44 -44 4. LILLY ELI & COMPANY 2022-03-10 2024-11-14 3164 1064 2100 2100 33. PALANTIR TECHNOLOGIES INC-A 2024-03-26 2024-11-14 1965 831 1134 1134 118. PFIZER INC 2024-07-30 2024-11-14 3092 3701 -609 -609 7. CHUBB LTD 2024-03-26 2024-11-14 2002 1799 203 203 2. AXON ENTERPRISE INC 2024-02-15 2024-12-06 1380 545 835 835 4. COSTCO WHOLESALE CORP 2020-06-11 2024-12-06 3974 1208 2766 2766 18. GENERAL DYNAMICS CORP 2024-01-11 2024-12-06 4879 4508 371 371 26. WAL MART STORES INC 2023-08-10 2024-12-06 2489 1389 1100 1100 29. EXXON MOBIL CORP 2024-04-11 2024-12-23 3062 3535 -473 -473 22. IRON MOUNTAIN INC 2024-05-09 2024-12-23 2296 1741 555 555 2. LILLY ELI & COMPANY 2022-02-10 2024-12-23 1584 478 1106 1106 24. PALANTIR TECHNOLOGIES INC-A 2024-03-26 2024-12-23 1929 604 1325 1325 17. HARTFORD FINANCIAL SVCS GROUP INC 2024-10-10 2025-01-13 1820 1977 -157 -157 34. PALANTIR TECHNOLOGIES INC-A 2024-06-13 2025-01-13 2182 799 1383 1383 13. CHUBB LTD 2024-03-26 2025-01-13 3389 3271 118 118 21. ARISTA NETWORKS INC 2024-10-10 2025-01-29 2294 2132 162 162 68. NEXTERA ENERGY INC 2023-10-12 2025-01-29 4821 2925 1896 1896 8. QUANTA SERVICES INC 2021-03-15 2025-01-29 2388 707 1681 1681 11. EATON CORP PLC 2024-10-10 2025-01-29 3507 3705 -198 -198 27. ARISTA NETWORKS INC 2024-06-25 2025-02-25 2515 2258 257 257 7. AXON ENTERPRISE INC 2024-02-15 2025-02-25 3494 1908 1586 1586 22. BILL HOLDINGS INC 2025-01-29 2025-02-25 1180 2118 -938 -938 12. DECKERS OUTDOOR CORP 2024-06-13 2025-02-25 1718 2058 -340 -340 25. RAYMOND JAMES FINANCIAL INC 2024-11-14 2025-02-25 3749 4005 -256 -256 31. BLOCK INC 2024-12-06 2025-02-25 1961 3052 -1091 -1091 22. AMAZON COM INC 2023-04-13 2025-03-13 4254 2252 2002 2002 37. CITIGROUP INC 2025-01-29 2025-03-13 2482 2450 32 32 33. EMERSON ELECTRIC CO 2024-01-11 2025-03-13 3605 3129 476 476 31. KKR & CO INC 2024-07-30 2025-03-13 3357 3715 -358 -358 3. PARKER HANNIFIN CORP 2023-06-15 2025-03-13 1778 1121 657 657 7. QUANTA SERVICES INC 2021-03-15 2025-03-13 1753 619 1134 1134 26. SEI INVESTMENT CO 2024-12-23 2025-03-13 1877 2162 -285 -285 92. TRUIST FINANCIAL CORP 2024-12-06 2025-03-13 3629 4306 -677 -677 74.406 FIDELITY MID CAP INDX 2024-03-27 2025-03-27 2456 2412 44 44 1920.825 SEAFARER OVERSEAS GROWTH & INCOME FD I 2021-03-03 2025-03-27 23645 27811 -4166 -4166 501. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2025-03-27 52804 51808 996 996 115.307 MFS INSTL INTL EQUITY FUND 2022-11-04 2025-03-27 4241 3045 1196 1196 641.262 TRIBUTARY SMALL COMP-INST+ 2023-04-24 2025-03-27 18276 17576 700 700 3615.845 VANGUARD DEV MKT INDX-ADM 2015-11-12 2025-03-27 60240 44236 16004 16004 148.729 VANGUARD SML CAP INDX-ADM 2023-04-24 2025-03-27 16112 15340 772 772 33. APPLE COMPUTER INC 2024-02-28 2025-04-10 6271 5905 366 366 49. BAKER HUGHES CO 2024-11-14 2025-04-10 1786 2109 -323 -323 51. NIKE INC CLASS B 2025-02-25 2025-04-10 2772 4162 -1390 -1390 24. ORACLE CORPORATION 2024-10-10 2025-04-10 3185 4042 -857 -857 25. PAYPAL HOLDINGS INC 2024-10-10 2025-04-10 1512 1983 -471 -471 7. SALESFORCE INC 2025-01-29 2025-04-10 1769 2492 -723 -723 3. SALESFORCE INC 2023-06-15 2025-04-10 758 638 120 120 3. SERVICENOW INC 2023-03-09 2025-04-10 2341 1294 1047 1047 6. TRANE TECHNOLOGIES PLC 2024-05-09 2025-04-10 2026 1997 29 29 7. BERKSHIRE HATHAWAY INC-CL B 2022-03-10 2025-05-15 3559 2269 1290 1290 89. BRISTOL-MYERS SQUIBB CO 2025-01-29 2025-05-15 4064 5247 -1183 -1183 3. META PLATFORMS INC-CLASS A 2024-04-11 2025-05-15 1933 1568 365 365 1. LILLY ELI & COMPANY 2022-02-10 2025-05-15 737 239 498 498 14. MARSH & MCLENNAN COMPANY INC 2025-04-10 2025-05-15 3176 3210 -34 -34 6. NVIDIA CORP 2024-01-11 2025-05-15 805 330 475 475 5. ROLLINS INC 2025-04-10 2025-05-15 281 269 12 12 11. WELLTOWER INC 2024-02-28 2025-05-15 1614 1008 606 606 9. GARMIN LTD 2025-03-13 2025-05-15 1820 1893 -73 -73 1. ABBOTT LABORATORIES 2025-01-29 2025-05-28 132 128 4 4 1. ADOBE SYSTEMS INC 2025-03-13 2025-05-28 409 379 30 30 6. ALPHABET INC 2023-05-18 2025-05-28 1036 738 298 298 5. AMAZON COM INC 2023-04-13 2025-05-28 1026 512 514 514 3. AMERICAN WATER WORKS CO INC 2025-04-10 2025-05-28 419 431 -12 -12 5. AMPHENOL CORP CLASS A 2025-05-15 2025-05-28 439 430 9 9 6. APPLE COMPUTER INC 2024-03-26 2025-05-28 1207 1041 166 166 1. AUTOMATIC DATA PROCESSING INC 2025-03-13 2025-05-28 323 291 32 32 3. BANK OF NEW YORK MELLON CORP 2025-01-29 2025-05-28 266 260 6 6 1. BLACKSTONE INC 2025-05-15 2025-05-28 137 147 -10 -10 2. BOSTON SCIENTIFIC CORP 2025-01-29 2025-05-28 206 206 2. BRISTOL-MYERS SQUIBB CO 2024-12-23 2025-05-28 84 115 -31 -31 42.87 CAUSEWAY EMERGING MKTS-INST 2025-03-27 2025-05-28 504 483 21 21 4. CHEVRONTEXACO CORP 2021-05-13 2025-05-28 544 428 116 116 9. COPART INC 2025-04-10 2025-05-28 467 526 -59 -59 1. COSTCO WHOLESALE CORP 2020-06-11 2025-05-28 1014 302 712 712 58.949 DODGE & COX INCOME-I 2025-03-27 2025-05-28 736 737 -1 -1 2. META PLATFORMS INC-CLASS A 2024-04-11 2025-05-28 1290 848 442 442 15.149 FIDELITY SM CAP INDX PREM 2025-03-27 2025-05-28 391 390 1 1 40.902 FIDELITY MID CAP INDX 2024-03-27 2025-05-28 1389 1326 63 63 47.838 SEAFARER OVERSEAS GROWTH & INCOME FD I 2015-05-21 2025-05-28 620 610 10 10 3. FORTINET INC 2025-01-29 2025-05-28 312 298 14 14 4. FOX CORP - CLASS A 2025-02-25 2025-05-28 215 228 -13 -13 1. HOME DEPOT INC 2024-10-10 2025-05-28 367 410 -43 -43 4. INVESCO S&P MIDCAP QUAL ETF 2025-03-27 2025-05-28 389 374 15 15 3. J P MORGAN CHASE & CO 2015-05-05 2025-05-28 790 194 596 596 7. KINDER MORGAN INC 2024-12-23 2025-05-28 192 189 3 3 1. LPL FINANCIAL HOLDINGS INC 2024-12-06 2025-05-28 381 328 53 53 2. LAM RESEARCH CORP 2025-05-15 2025-05-28 167 169 -2 -2 70.632 MFS BLND RESRCH M/C EQ-R6 2025-03-27 2025-05-28 999 980 19 19 134.297 MFS INSTL INTL EQUITY FUND 2022-11-04 2025-05-28 5196 3547 1649 1649 1. MASTERCARD INC - A 2023-01-13 2025-05-28 574 376 198 198 3. MICROSOFT CORP 2023-11-09 2025-05-28 1372 1084 288 288 4. MORGAN STANLEY DEAN WITTER & CO 2020-11-13 2025-05-28 509 228 281 281 1. NETFLIX COM INC 2023-05-11 2025-05-28 1208 345 863 863 10. NVIDIA CORP 2024-01-11 2025-05-28 1364 550 814 814 2. PALANTIR TECHNOLOGIES INC-A 2024-06-13 2025-05-28 240 47 193 193 1. PARKER HANNIFIN CORP 2023-06-15 2025-05-28 665 374 291 291 2. PHILIP MORRIS INTERNATIONAL 2025-02-25 2025-05-28 355 314 41 41 2. PROCTER & GAMBLE CO 2024-09-12 2025-05-28 334 348 -14 -14 62.522 PGIM HIGH YIELD-R6 2025-03-27 2025-05-28 298 299 -1 -1 2. QUEST DIAGNOSTICS INC 2024-12-06 2025-05-28 339 315 24 24 2. RTX CORP 2025-03-13 2025-05-28 263 258 5 5 7. ROBINHOOD MARKETS INC - A 2025-04-10 2025-05-28 455 282 173 173 4. ROLLINS INC 2025-04-10 2025-05-28 226 215 11 11 1. SALESFORCE INC 2023-06-15 2025-05-28 272 213 59 59 1. SHERWIN-WILLIAMS CO 2024-08-15 2025-05-28 345 357 -12 -12 4. TJX COMPANIES INC 2023-09-14 2025-05-28 503 375 128 128 1. T-MOBILE US INC 2025-02-25 2025-05-28 232 270 -38 -38 2. TRADEWEB MARKETS INC-CLASS A 2025-04-10 2025-05-28 280 253 27 27 8.063 TRIBUTARY SMALL COMP-INST+ 2023-04-24 2025-05-28 228 217 11 11 2. UBER TECHNOLOGIES INC 2025-05-15 2025-05-28 174 180 -6 -6 2. VERISIGN INC 2025-04-10 2025-05-28 535 485 50 50 3. VISA INC-CLASS A SHARES 2023-01-13 2025-05-28 1079 670 409 409 6. WAL MART STORES INC 2024-02-15 2025-05-28 582 339 243 243 1. WASTE MANAGEMENT INC DEL 2025-03-13 2025-05-28 235 223 12 12 2. WELLS FARGO & CO 2024-04-11 2025-05-28 138 114 24 24 2. WELLTOWER INC 2024-02-28 2025-05-28 300 183 117 117 5. ADOBE SYSTEMS INC 2025-03-13 2025-06-05 2081 1897 184 184 17. AMAZON COM INC 2023-04-13 2025-06-05 3548 1740 1808 1808 5. META PLATFORMS INC-CLASS A 2023-10-12 2025-06-05 3430 1521 1909 1909 35. COPART INC 2025-04-10 2025-08-14 1642 2044 -402 -402 32. COPART INC 2024-06-13 2025-08-14 1501 1707 -206 -206 4. LILLY ELI & COMPANY 2022-02-10 2025-08-14 2728 956 1772 1772 10. MARSH & MCLENNAN COMPANY INC 2025-04-10 2025-08-14 2067 2285 -218 -218 2. TEXAS PACIFIC LAND CORP 2025-05-15 2025-08-14 1831 2546 -715 -715 13. TRADEWEB MARKETS INC-CLASS A 2025-04-10 2025-08-14 1695 1643 52 52 14. WELLTOWER INC 2024-07-30 2025-08-14 2269 1564 705 705 4. ADOBE SYSTEMS INC 2025-03-13 2025-09-11 1401 1518 -117 -117 23. AMERICAN WATER WORKS CO INC 2025-04-10 2025-09-11 3206 3303 -97 -97 8. LPL FINANCIAL HOLDINGS INC 2024-12-06 2025-09-11 2752 2620 132 132 13. VISA INC-CLASS A SHARES 2016-10-13 2025-09-11 4450 1066 3384 3384 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 CAPITAL GAIN DIVIDENDS P 2588 58552 1008 0 1008 0 1008 852 0 0 852 0 156 0 0 false false false false false false false true true KS true false false false false true UMB BANK NA 8168607711 1010 GRAND AVE KANSAS CITY MO 64141 false false false false true false false false false false false false false false false true false false false false false false false UMB BANK N A 1010 GRAND AVE KANSAS CITY MO 64141 TRUSTEE 1 13507 NONE 0 NONE 0 893526 40229 0 933755 0 0 933755 14006 919749 45987 45987 1008 1008 44979 0 44979 0 44979 42061 0 0 0 0 42061 44979 34308 0 0 0 0 0 0 0 42061 34308 0 0 7753 0 0 0 0 0 0 0 0 37226 0 0 0 0 0 0 0 0 NONE NONE X UNIVERSITY OF MO AT KANSAS CITY ATTNKATHY DUNN DIR OF MAJOR GIFTS 5000 HOLMES ST KANSAS CITY MO 641102499 NONE PC SCHOLARSHIP SUPPORT 34308 34308 14 20905 18 58552 SEC 897 CAP GAIN 1 5 79462 79462 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 OTHER EXPENSE (NON-DEDUCTIBLE 1 1 0 SEC 897 CAPITAL GAIN 5 5 ROUNDING 7 ADJUST TAX LOT COST BASIS 30 FEDERAL TAX PAYMENT - PRIOR YE 695 0 0 FEDERAL ESTIMATES - INCOME 852 0 0 FOREIGN TAXES ON QUALIFIED FOR 113 113 0 FOREIGN TAXES ON NONQUALIFIED 41 41 0