2026-02-05T22:01:22-05:00 2025-11-30 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2024-12-01 446010327 KURZ CHARITABLE TRUST & FOUNDATION 10018300 KURZ 8168607711 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 KELSEY SHIREMAN Vice President 8168607711 2026-01-21 true true LAUREN R TAKACS P01252796 4126447417 2026-01-21 2024 2025-03-06 01:10:19Z X 469574 X 12434 12434 32623 171900 32623 0 45057 45057 6571 3286 3286 0 0 0 0 0 0 1000 0 0 1000 0 0 514 50 0 0 0 0 0 0 0 8085 3336 0 4286 16960 16960 25045 3336 0 21246 20012 41721 0 16675 13909 13909 0 0 0 342691 365482 455665 359366 379391 469574 0 X 359366 379391 359366 379391 359366 379391 359366 20012 15 379393 2 379391 19.137 SEAFARER OVERSEAS GROWTH & INCOME FD I 2024-06-27 2025-01-08 224 231 -7 -7 359.754 SEAFARER OVERSEAS GROWTH & INCOME FD I 2018-08-17 2025-01-08 4220 4510 -290 -290 22. ISHARES INTERMEDIATE GOVERNM 2024-03-13 2025-01-08 2286 2285 1 1 359. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2025-01-08 37307 37124 183 183 8.262 MFS INSTL INTL EQUITY FUND 2024-12-17 2025-01-08 282 287 -5 -5 265.674 MFS INSTL INTL EQUITY FUND 2023-12-19 2025-01-08 9065 7861 1204 1204 9.157 PRINCIPAL BLUE CHIP-R6 2024-12-27 2025-01-08 424 440 -16 -16 208.003 PRINCIPAL BLUE CHIP-R6 2023-12-27 2025-01-08 9635 5012 4623 4623 30.249 TRIBUTARY SMALL COMP-INST+ 2024-12-12 2025-01-08 925 982 -57 -57 264.343 TRIBUTARY SMALL COMP-INST+ 2023-12-14 2025-01-08 8084 7524 560 560 34.222 VANGUARD DEV MKT INDX-ADM 2024-12-20 2025-01-08 531 531 1251.734 VANGUARD DEV MKT INDX-ADM 2023-12-15 2025-01-08 19427 15554 3873 3873 .635 VANGUARD SML CAP INDX-ADM 2024-12-23 2025-01-08 74 70 4 4 56.209 VANGUARD SML CAP INDX-ADM 2023-12-20 2025-01-08 6516 5572 944 944 37.48 BAIRD INTERMEDIATE BOND-INST 2025-02-26 2025-03-17 389 389 459.909 BAIRD INTERMEDIATE BOND-INST 2023-12-21 2025-03-17 4778 4746 32 32 132.00078 DODGE & COX INCOME-I 2022-02-24 2025-03-17 1672 1782 -110 -110 33.72322 DODGE & COX INCOME-I 2022-02-24 2025-03-17 427 471 -44 -44 71.954 FIDELITY MID CAP INDX 2025-01-08 2025-03-17 2369 2447 -78 -78 8. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2025-03-17 739 819 -80 -80 115.032 MFS BLND RESRCH M/C EQ-R6 2024-11-19 2025-03-17 1593 1866 -273 -273 129.0414 PGIM HIGH YIELD-R6 2025-03-03 2025-03-17 618 624 -6 -6 29.0906 PGIM HIGH YIELD-R6 2024-09-30 2025-03-17 139 140 -1 -1 50.25 CAUSEWAY EMERGING MKTS-INST 2025-03-17 2025-09-17 707 564 143 143 18.918 FIDELITY INTL INDX 2025-03-17 2025-09-17 1127 1005 122 122 27.778 FIDELITY SM CAP INDX PREM 2025-01-08 2025-09-17 839 772 67 67 38.472 FIDELITY MID CAP INDX 2024-03-27 2025-09-17 1422 1247 175 175 35.326 SEAFARER OVERSEAS GROWTH & INCOME FD I 2018-08-17 2025-09-17 512 427 85 85 12. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2025-09-17 1261 1228 33 33 14. ISHARES MSCI USA QUALITY FAC 2024-07-31 2025-09-17 2683 2401 282 282 8.788 MFS INSTL INTL EQUITY FUND 2022-05-27 2025-09-17 352 259 93 93 3.424 TRIBUTARY SMALL COMP-INST+ 2023-01-13 2025-09-17 104 96 8 8 30.86 VANGUARD INST INDEX-INST 2024-06-28 2025-09-17 16601 8579 8022 8022 2.741 FIDELITY SM CAP INDX PREM 2025-01-08 2025-10-01 84 76 8 8 164. ISHARES MSCI USA QUALITY FAC 2024-07-31 2025-10-01 32132 21967 10165 10165 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 CAPITAL GAIN DIVIDENDS P 2918 32623 580 0 580 0 580 312 0 0 312 0 268 0 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 6571 CARL W KURZ CO ELKO PHOTO PRODUCTS P O BOX 328 KANSAS CITY MO 64141 CO-TRUSTEE 1 0 NONE 0 NONE 0 440350 13511 0 453861 0 0 453861 6808 447053 22353 22353 580 580 21773 0 21773 0 21773 21246 0 0 0 0 21246 21773 16960 0 0 0 0 0 0 0 21246 16960 0 0 4286 0 0 0 0 0 0 0 0 17487 0 0 0 0 0 0 0 0 NONE NONE X HEART OF AMERICA FLYFISHERS P O BOX 731 MISSION KS 66201 NONE PC CHARITABLE PURPOSES 2960 CONSERVATION FEDERATION OF MISSOURI 728 WEST MAIN STREET JEFFERSON CITY MO 65101 NONE PC CHARITABLE PURPOSES 3000 MOKAN TROUT UNLIMITED 7502 PARK ST SHAWNEE KS 66216 NONE PC CHARITABLE 3000 UMKC FOUNDATION FBO KCUR 4825 TROOST AVE SUITE 202 KANSAS CITY MO 64110 NONE PC FOR THE BENEFIT OF KCUR 4000 FRONTLINE FLY FISHING 11000 S PERDUE RD GRAIN VALLEY MO 64029 NONE PC CHARITABLE PURPOSES 2000 CAPITAL HIGH SCHOOL 100 VALLEY DRIVE HALEA MT 59601 NONE PC FOR THE BENEFIT OF FISH 2000 16960 14 12434 18 32623 45057 45057 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 ROUNDING 2 COST BASIS ADJUSTMENT 15 FEDERAL TAX PAYMENT - PRIOR YE 152 0 0 FEDERAL ESTIMATES - INCOME 312 0 0 FOREIGN TAXES ON QUALIFIED FOR 38 38 0 FOREIGN TAXES ON NONQUALIFIED 12 12 0