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 436406877 HARRY PORTMAN CHARITABLE TRUST 10015500 PORT 8888624045 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 GEORGE FISCHER Executive Offic 8888624045 2026-05-04 true LAUREN R TAKACS P01252796 4126447417 2026-05-04 2025 2025-03-06 01:10:19Z X 5265038 X 123659 123659 316898 566469 316898 0 964 419 441521 440976 69715 34858 34858 0 0 0 0 0 0 0 0 2662 1868 0 0 0 0 0 0 0 31 31 72408 36757 0 34858 233803 233803 306211 36757 0 268661 135310 404219 0 105308 317148 317148 0 0 0 1774787 1697633 4947890 1880095 2014781 5265038 0 X 1880095 2014781 1880095 2014781 1880095 2014781 1880095 135310 0 2015405 624 2014781 210. AMAZON COM INC 2019-07-26 2025-01-29 49966 20374 29592 29592 250. CINTAS CORP 2014-03-24 2025-01-29 49825 3690 46135 46135 1018. NVIDIA CORP 2021-01-28 2025-01-29 124529 13480 111049 111049 25000. US TREASURY NOTE/BOND 4.25% 31 MAY 2025 2024-04-30 2025-06-02 25000 25000 384. DOW INC 2010-12-28 2025-07-24 9720 13173 -3453 -3453 25000. US TREASURY NOTE/BOND 2% 15 AUG 2025 2024-04-30 2025-08-15 25000 25000 532. ORACLE CORPORATION 2010-06-28 2025-09-11 165060 9932 155128 155128 850. UNITED PARCEL SERVICE INC CLASS B 2016-05-03 2025-09-11 71749 88635 -16886 -16886 150. CONSTELLATION BRANDS INC CLASS A 2019-02-25 2025-09-22 20148 25287 -5139 -5139 25000. US TREASURY NOTE/BOND 4.5% 15 NOV 2025 2024-04-30 2025-11-17 25000 25000 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 CAPITAL GAIN DIVIDENDS P 472 316898 5619 0 5619 0 5619 1588 0 0 1588 0 4031 0 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8888624045 1010 GRAND AVENUE 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 1 55772 MICHAEL A SCHULTZ 400 W 49TH TER 2146 KANSAS CITY MO 64112 CO-TRUSTEE 1 13943 NONE 0 NONE 0 5675131 230655 0 5905786 0 0 5905786 88587 5817199 290860 290860 5619 5619 285241 0 285241 0 285241 268661 0 0 0 0 268661 285241 233803 0 0 0 0 0 0 0 268661 233803 0 0 34858 0 0 0 0 0 0 0 0 250383 0 0 0 0 0 0 0 0 X UNIVERSITY ACADEMY FOUNDATION 8080 WARD PARKWAY SUITE 201 KANSAS CITY MO 64114 NONE PC CHARITABLE PURPOSES 10000 POLICE FOUNDATION OF KANSAS CITY ATTN CY RITTER PO BOX 901950 KANSAS CITY MO 64190 NONE PC CHARITABLE PURPOSES 5000 BIRTHDAY CONNECTIONS 107 W 63RD STREET NUMBER 119 KANSAS CITY MO 64113 NONE PC CHARITABLE PURPOSES 5000 CHILDRENS MERCY HOSPITAL 2401 GILLHAM ROAD KANSAS CITY MO 64108 NONE PC CHARITABLE PURPOSES 121303 VILLAGE SHALOM 5500 W 123RD ST OVERLAND PARK KS 66209 NONE PC CHARITABLE PURPOSES 20000 JEWISH FEDERATION 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66211 NONE PC CHARITABLE PURPOSES 50000 LINDA HALL LIBRARY FOUNDATION 5109 CHERRY ST KANSAS CITY MO 64106 NONE PC CHARITABLE PURPOSES 15000 KANSAS CITY HOSPICE AND PALLIATIVE CARE 9001 STATE LINE ROAD SUITE 300 KANSAS CITY MO 64114 NONE PC CHARITABLE PURPOSES 7500 233803 14 123659 18 316898 SEC 897 GAIN 1 419 EXCISE TAX REFUND 1 545 441521 441521 false false false false false false false false false false ADJUST TAX LOT COST BASIS 624 OTHER EXPENSE (NON-DEDUCTIBLE 31 31 0 SECTION 897 CAPITAL GAIN 419 419 EXCISE TAX REFUND 545 0 FOREIGN TAXES 1868 1868 0 FEDERAL ESTIMATES - INCOME 794 0 0