2025-05-06T20:01:24-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2024-01-01 446009799 BARUCH CHARITABLE TRUST 10101700 BARU 8168601933 UMB BANK NA P O BOX 415044 M/S KANSAS CITY MO 641416692 KELSEY SHIREMAN Vice President 8168601933 2025-04-15 true true JOSEPH B HULL P00135850 6142327290 2025-04-15 2024 2025-03-06 01:10:19Z X 172764 X 5043 5043 10622 54203 10622 0 15665 15665 2624 1312 1312 0 0 0 0 0 0 2000 0 0 2000 0 0 1303 41 0 0 0 0 0 0 0 5927 1353 0 3312 15813 15813 21740 1353 0 19125 -6075 14312 0 10078 7857 7857 0 0 0 137978 134111 164907 148056 141968 172764 0 X 148056 141968 148056 141968 148056 141968 148056 -6075 4 141985 17 141968 6.081 DODGE & COX INCOME-I 2022-02-24 2024-01-29 76 82 -6 -6 146. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2024-01-29 15250 15098 152 152 13.806 PGIM HIGH YIELD-R6 2023-01-13 2024-01-29 65 65 2.144 CHAMPLAIN MID CAP FUND-INST 2019-06-04 2024-03-13 56 42 14 14 1.184 FIDELITY MID CAP INDX 2023-11-08 2024-03-13 38 31 7 7 4. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-03-13 652 520 132 132 7.444 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-03-13 321 179 142 142 1.463 VANGUARD INST INDEX-INST 2019-06-13 2024-03-14 624 373 251 251 52.498 CHAMPLAIN MID CAP FUND-INST 2019-06-04 2024-03-27 1389 1022 367 367 103.427 NUANCE MID CAP VALUE-INST 2016-11-17 2024-03-27 1300 1171 129 129 114.887 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-03-28 5000 2766 2234 2234 137.547 BAIRD INTERMEDIATE BOND-INST 2023-12-21 2024-06-11 1404 1419 -15 -15 48.616 DODGE & COX INCOME-I 2024-03-13 2024-06-11 607 610 -3 -3 3.532 FIDELITY MID CAP INDX 2024-03-27 2024-06-11 111 114 -3 -3 1.649 SEAFARER OVERSEAS GROWTH & INCOME FD I 2024-03-13 2024-06-11 20 21 -1 -1 6. ISHARES INTERMEDIATE GOVERNM 2024-03-13 2024-06-11 619 623 -4 -4 6. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-06-11 1012 779 233 233 19.278 MFS INSTL INTL EQUITY FUND 2022-05-27 2024-06-11 674 567 107 107 1.944 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-06-11 85 47 38 38 75.894 PGIM HIGH YIELD-R6 2024-03-13 2024-06-11 357 359 -2 -2 11.726 TRIBUTARY SMALL COMP-INST+ 2022-04-05 2024-06-11 353 374 -21 -21 38.315 VANGUARD DEV MKT INDX-ADM 2022-06-17 2024-06-11 617 497 120 120 7.526 VANGUARD INST INDEX-INST 2019-06-04 2024-06-11 3338 1915 1423 1423 1.003 VANGUARD SML CAP INDX-ADM 2021-03-22 2024-06-11 105 104 1 1 85.152 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-07-31 3832 2050 1782 1782 40.202 FIDELITY MID CAP INDX 2023-11-08 2024-11-19 1436 1065 371 371 8.621 SEAFARER OVERSEAS GROWTH & INCOME FD I 2024-03-13 2024-11-19 106 110 -4 -4 231.23 SEAFARER OVERSEAS GROWTH & INCOME FD I 2021-03-02 2024-11-19 2842 3450 -608 -608 2. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-11-19 360 260 100 100 1.277 MFS INSTL INTL EQUITY FUND 2024-03-13 2024-11-19 44 44 59.782 MFS INSTL INTL EQUITY FUND 2023-06-14 2024-11-19 2071 1792 279 279 1.763 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-11-19 85 42 43 43 13.719 TRIBUTARY SMALL COMP-INST+ 2022-04-05 2024-11-19 463 435 28 28 126.72 VANGUARD DEV MKT INDX-ADM 2023-06-14 2024-11-19 2009 1678 331 331 1.942 VANGUARD SML CAP INDX-ADM 2021-03-22 2024-11-19 231 201 30 30 136.305 BAIRD INTERMEDIATE BOND-INST 2024-11-19 2024-12-27 1397 1407 -10 -10 23.06018 DODGE & COX INCOME-I 2024-11-19 2024-12-27 285 290 -5 -5 19.55582 DODGE & COX INCOME-I 2024-11-19 2024-12-27 241 246 -5 -5 4.792 FIDELITY MID CAP INDX 2023-11-08 2024-12-27 163 127 36 36 6. ISHARES INTERMEDIATE GOVERNM 2024-11-19 2024-12-27 621 627 -6 -6 5. ISHARES MSCI USA QUALITY FAC 2023-06-05 2024-12-27 893 649 244 244 3.166 MFS INSTL INTL EQUITY FUND 2022-05-27 2024-12-27 108 93 15 15 .767 PRINCIPAL BLUE CHIP-R6 2019-06-04 2024-12-27 36 18 18 18 38.768 PGIM HIGH YIELD-R6 2024-11-19 2024-12-27 185 187 -2 -2 40.718 PGIM HIGH YIELD-R6 2023-01-13 2024-12-27 194 191 3 3 1.204 VANGUARD DEV MKT INDX-ADM 2015-02-18 2024-12-27 19 15 4 4 6.1 VANGUARD INST INDEX-INST 2019-06-04 2024-12-27 3007 1552 1455 1455 1.101 VANGUARD SML CAP INDX-ADM 2021-03-22 2024-12-27 128 114 14 14 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 CAPITAL GAIN DIVIDENDS P 1197 10622 199 0 199 0 199 52 0 0 52 0 147 0 0 false false false false false false false true true MO true false false false false true UMB BANK NA 8168601933 1010 GRAND AVE KANSAS CITY MO 64106 X false false false false false false false false true 2023 2021 true 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 2624 NONE 0 NONE 0 172921 7839 0 180760 0 0 180760 2711 178049 8902 8902 199 199 8703 0 8703 0 8703 19125 0 0 0 0 19125 8703 8498 2022 3988 0 0 0 0 0 0 19125 8498 3988 0 6639 0 0 0 0 0 0 0 0 2064 0 0 0 0 0 0 0 0 X Mayo Foundation MAYO CLINIC 200 FIRST STREET SW Rochester MN 55905 NONE PC GENERAL SUPPORT OF 15813 15813 14 5043 18 10622 15665 15665 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2000 2000 WASH SALE ADJUSTMENT 17 MUTUAL FUND TIMING ADJUSTMENT 4 FEDERAL TAX PAYMENT - PRIOR YE 1210 0 0 FEDERAL ESTIMATES - INCOME 52 0 0 FOREIGN TAXES ON QUALIFIED FOR 30 30 0 FOREIGN TAXES ON NONQUALIFIED 11 11 0