2025-07-31T15:01:28-05:00 2025-03-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2024-04-01 510214040 MORRIS FINGERSH SCHOLARSHIP TRUST FD CO FING 8168607711 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 KELSEY SHIREMAN Vice President 8168607711 2025-07-22 true true JOSEPH B HULL P00135850 6142327290 2025-07-22 2024 2025-03-06 01:10:19Z X 221796 X 7554 7554 4915 71826 4915 0 12469 12469 3230 1615 1615 0 0 0 0 0 0 2000 0 0 2000 0 0 341 28 0 0 0 0 0 0 0 5571 1643 0 3615 7049 7049 12620 1643 0 10664 -151 10826 0 8149 7848 7848 0 0 0 205830 205992 213948 213979 213840 221796 0 X 213979 213840 213979 213840 213979 213840 213979 -151 12 213840 0 213840 190.41839 BAIRD INTERMEDIATE BOND-INST 2024-03-08 2024-06-05 1952 1959 -7 -7 38.23361 BAIRD INTERMEDIATE BOND-INST 2024-03-08 2024-06-05 392 393 -1 -1 63.339 DODGE & COX INCOME-I 2024-03-08 2024-06-05 795 799 -4 -4 7. ISHARES INTERMEDIATE GOVERNM 2024-03-08 2024-06-05 725 730 -5 -5 3. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-06-05 504 390 114 114 11.652 MFS INSTL INTL EQUITY FUND 2022-09-02 2024-06-05 414 307 107 107 5.73 PRINCIPAL BLUE CHIP-R6 2021-03-08 2024-06-05 251 195 56 56 92.038 PGIM HIGH YIELD-R6 2024-03-08 2024-06-05 434 435 -1 -1 5.822 TRIBUTARY SMALL COMP-INST+ 2020-11-25 2024-06-05 179 167 12 12 23.631 VANGUARD DEV MKT INDX-ADM 2020-11-05 2024-06-05 388 322 66 66 3.432 VANGUARD 500 INDEX-ADM 2024-03-28 2024-06-05 1699 1664 35 35 63.236 PRINCIPAL BLUE CHIP-R6 2021-03-08 2024-07-31 2846 2157 689 689 31.26 FIDELITY MID CAP INDX 2023-11-08 2024-11-19 1117 828 289 289 14.705 SEAFARER OVERSEAS GROWTH & INCOME FD I 2024-03-08 2024-11-19 181 187 -6 -6 174.477 SEAFARER OVERSEAS GROWTH & INCOME FD I 2021-03-08 2024-11-19 2144 2496 -352 -352 3. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-11-19 540 390 150 150 49.799 MFS INSTL INTL EQUITY FUND 2022-09-02 2024-11-19 1726 1311 415 415 4.857 PRINCIPAL BLUE CHIP-R6 2021-03-08 2024-11-19 234 166 68 68 10.445 TRIBUTARY SMALL COMP-INST+ 2020-11-25 2024-11-19 353 299 54 54 100.943 VANGUARD DEV MKT INDX-ADM 2020-11-05 2024-11-19 1600 1374 226 226 1.79 VANGUARD SML CAP INDX-ADM 2021-03-08 2024-11-19 213 181 32 32 120.393 SEAFARER OVERSEAS GROWTH & INCOME FD I 2020-11-05 2025-01-10 1383 1580 -197 -197 27. ISHARES INTERMEDIATE GOVERNM 2024-11-19 2025-01-10 2796 2818 -22 -22 261. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2025-01-10 27023 26990 33 33 2.63 MFS INSTL INTL EQUITY FUND 2024-12-17 2025-01-10 89 91 -2 -2 85.68 MFS INSTL INTL EQUITY FUND 2023-12-19 2025-01-10 2885 2282 603 603 66.646 PRINCIPAL BLUE CHIP-R6 2022-09-02 2025-01-10 3031 2133 898 898 2.202 TRIBUTARY SMALL COMP-INST+ 2024-03-08 2025-01-10 66 67 -1 -1 83.77 TRIBUTARY SMALL COMP-INST+ 2023-01-17 2025-01-10 2521 2379 142 142 403.297 VANGUARD DEV MKT INDX-ADM 2022-09-02 2025-01-10 6158 5332 826 826 18.058 VANGUARD SML CAP INDX-ADM 2023-01-18 2025-01-10 2061 1780 281 281 36.27266 BAIRD INTERMEDIATE BOND-INST 2025-02-26 2025-03-14 377 378 -1 -1 28.51034 BAIRD INTERMEDIATE BOND-INST 2024-09-24 2025-03-14 296 300 -4 -4 184.342 BAIRD INTERMEDIATE BOND-INST 2024-03-08 2025-03-14 1915 1897 18 18 88.516 DODGE & COX INCOME-I 2021-03-08 2025-03-14 1120 1225 -105 -105 21.198 FIDELITY MID CAP INDX 2025-01-10 2025-03-14 688 712 -24 -24 1. INVESCO S&P MIDCAP QUAL ETF 2024-11-19 2025-03-14 91 102 -11 -11 39.018 MFS BLND RESRCH M/C EQ-R6 2024-11-19 2025-03-14 533 633 -100 -100 32.107 PGIM HIGH YIELD-R6 2024-11-19 2025-03-14 153 155 -2 -2 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 CAPITAL GAIN DIVIDENDS P 641 4915 150 0 150 0 150 216 0 0 216 0 66 66 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8168607711 1010 GRAND 3RD FLR 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 2 3230 NONE 0 NONE 0 214825 7889 0 222714 0 0 222714 3341 219373 10969 10969 150 150 10819 0 10819 0 10819 10664 0 0 0 0 10664 10819 0 0 8723 5687 3244 652 1601 19907 10664 0 0 0 10664 0 155 155 19752 0 0 0 0 0 0 8568 11184 5687 3244 652 1601 NONE NONE TRUSTEE MORRIS FINGERSH SCHOLARSHI PO BOX 419692 KANSAS CITY MO 64141 8168607711 WRITTEN APPLICATION BY STUDENT (NO FORM) JUNE 1 LIMITED TO STUDENTS AT HYMAN BRAND HEBREW ACADEMY HYMAN BRAND HEBREW ACADEMY 5901 COLLEGE BLVD OVERLAND PARK KS 66211 NONE PC SCHOLARSHIP 7049 7049 14 7554 18 4915 12469 12469 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2000 2000 COST BASIS ADJUSTMENT 8 ROUNDING 4 FEDERAL TAX PAYMENT - PRIOR YE 97 0 0 FEDERAL ESTIMATES - INCOME 216 0 0 FOREIGN TAXES ON QUALIFIED FOR 20 20 0 FOREIGN TAXES ON NONQUALIFIED 8 8 0