2026-05-12T08:01:07-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2025-01-01 486186739 ADA EVERETT TRUST FOR CARDIOLOGY 10372800 EVER 8168601933 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 GEORGE FISCHER Executive Offic 8168601933 2026-05-07 true LAUREN R TAKACS P01252796 4126447417 2026-05-07 2025 2025-03-06 01:10:19Z X 854686 X 20036 20036 63889 325893 63889 0 83925 83925 11951 5975 5975 0 0 0 0 0 0 0 0 1452 130 0 0 0 0 0 0 0 13403 6105 0 5975 30578 30578 43981 6105 0 36553 39944 77820 0 37324 42119 42119 0 0 0 589125 624294 812567 626449 666413 854686 0 X 626449 666413 626449 666413 626449 666413 626449 39944 332 666725 312 666413 801.407 SEAFARER OVERSEAS GROWTH & INCOME FD I 2021-03-03 2025-01-10 9208 10548 -1340 -1340 63. ISHARES INTERMEDIATE GOVERNM 2024-10-18 2025-01-10 6523 6588 -65 -65 467. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2025-01-10 48352 48292 60 60 15.019 MFS INSTL INTL EQUITY FUND 2024-03-08 2025-01-10 506 519 -13 -13 557.859 MFS INSTL INTL EQUITY FUND 2022-06-01 2025-01-10 18783 16156 2627 2627 444.477 PRINCIPAL BLUE CHIP-R6 2019-06-04 2025-01-10 20215 10703 9512 9512 17.332 TRIBUTARY SMALL COMP-INST+ 2024-03-08 2025-01-10 522 524 -2 -2 554.603 TRIBUTARY SMALL COMP-INST+ 2023-01-17 2025-01-10 16694 15722 972 972 2698.93 VANGUARD DEV MKT INDX-ADM 2015-10-20 2025-01-10 41213 33521 7692 7692 120.622 VANGUARD SML CAP INDX-ADM 2023-01-17 2025-01-10 13769 12141 1628 1628 244.764 BAIRD INTERMEDIATE BOND-INST 2024-10-18 2025-03-18 2546 2560 -14 -14 164.257 BAIRD INTERMEDIATE BOND-INST 2023-12-21 2025-03-18 1708 1695 13 13 112.701 DODGE & COX INCOME-I 2024-10-18 2025-03-18 1430 1438 -8 -8 66.256 DODGE & COX INCOME-I 2024-03-08 2025-03-18 841 835 6 6 189.484 FIDELITY MID CAP INDX 2025-01-10 2025-03-18 6185 6346 -161 -161 17. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2025-03-18 1565 1742 -177 -177 300.547 MFS BLND RESRCH M/C EQ-R6 2024-11-19 2025-03-18 4130 4875 -745 -745 83.685 PGIM HIGH YIELD-R6 2024-10-18 2025-03-18 400 406 -6 -6 4.844 PGIM HIGH YIELD-R6 2024-03-08 2025-03-18 23 23 67.225 CAUSEWAY EMERGING MKTS-INST 2025-03-18 2025-10-02 955 747 208 208 14.118 FIDELITY INTL INDX 2025-03-18 2025-10-02 854 752 102 102 37.157 FIDELITY SM CAP INDX PREM 2025-01-10 2025-10-02 1147 1010 137 137 21.993 FIDELITY MID CAP INDX 2024-03-27 2025-10-02 821 713 108 108 32.093 SEAFARER OVERSEAS GROWTH & INCOME FD I 2015-05-20 2025-10-02 461 412 49 49 23. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2025-10-02 2417 2356 61 61 366. ISHARES MSCI USA QUALITY FAC 2024-07-31 2025-10-02 71856 50159 21697 21697 37.254 VANGUARD INST INDEX-INST 2023-01-17 2025-10-02 20339 10186 10153 10153 554.098 BAIRD INTERMEDIATE BOND-INST 2023-12-21 2025-10-10 5868 5718 150 150 31.602 CAUSEWAY EMERGING MKTS-INST 2025-01-10 2025-10-10 432 334 98 98 160.183 DODGE & COX INCOME-I 2024-03-08 2025-10-10 2066 2020 46 46 19.248 FIDELITY INTL INDX 2025-03-18 2025-10-10 1135 1025 110 110 21.58 FIDELITY SM CAP INDX PREM 2025-01-10 2025-10-10 649 587 62 62 26.741 FIDELITY MID CAP INDX 2024-03-27 2025-10-10 968 867 101 101 21.218 SEAFARER OVERSEAS GROWTH & INCOME FD I 2015-05-20 2025-10-10 297 272 25 25 2. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2025-10-10 204 205 -1 -1 17. ISHARES MSCI USA QUALITY FAC 2023-06-05 2025-10-10 3255 2208 1047 1047 12.717 MFS INSTL INTL EQUITY FUND 2025-10-02 2025-10-10 504 515 -11 -11 15.11 MFS INSTL INTL EQUITY FUND 2022-06-01 2025-10-10 599 438 161 161 197.942 PGIM HIGH YIELD-R6 2025-10-02 2025-10-10 958 968 -10 -10 8.294 TRIBUTARY SMALL COMP-INST+ 2025-10-02 2025-10-10 238 248 -10 -10 22.125 VANGUARD INST INDEX-INST 2019-06-04 2025-10-10 11790 5630 6160 6160 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 CAPITAL GAIN DIVIDENDS P 3467 63889 1082 0 1082 0 1082 752 0 0 752 0 330 0 0 false false false false false false false true true KS true false false false false true UMB BANK N A 8168601933 1010 GRAND AVE 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 AVE KANSAS CITY MO 64106 TRUSTEE 1 11951 NONE 0 NONE 0 796061 30606 0 826667 0 0 826667 12400 814267 40713 40713 1082 1082 39631 0 39631 0 39631 36553 0 0 0 0 36553 39631 30578 0 0 0 0 0 0 0 36553 30578 0 0 5975 0 0 0 0 0 0 0 0 33656 0 0 0 0 0 0 0 0 NONE NONE X KU Endowment Association 3901 RAINBOW BLVD MS 3012 Kansas City KS 66160 NONE PC CARDIOLOGY DEPARTMENT 30578 30578 14 20036 18 63889 83925 83925 false false false false false false false false false false 2025 INCOME TAXABLE IN 2026 309 ROUNDING 3 2025 INCOME TAXABLE IN 2024 332 FEDERAL TAX PAYMENT - PRIOR YE 570 0 0 FEDERAL ESTIMATES - INCOME 752 0 0 FOREIGN TAXES ON QUALIFIED FOR 87 87 0 FOREIGN TAXES ON NONQUALIFIED 43 43 0