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 436736674 MILDRED HUNT RIDDLE CHARITABLE 10138200 RIDD 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 1012377 X 21621 21597 55541 403449 55541 0 36 36 77198 77174 14013 7007 7007 0 0 0 0 0 0 0 0 2314 195 0 0 0 0 0 0 0 16327 7202 0 7007 34000 34000 50327 7202 0 41007 26871 69972 0 22720 32108 32108 0 0 0 704598 722069 980269 727318 754177 1012377 0 X 727318 754177 727318 754177 727318 754177 727318 26871 372 754561 384 754177 16. HARTFORD FINANCIAL SVCS GROUP INC 2024-10-10 2025-01-13 1713 1860 -147 -147 30. PALANTIR TECHNOLOGIES INC-A 2024-06-13 2025-01-13 1926 702 1224 1224 12. CHUBB LTD 2024-02-15 2025-01-13 3128 3013 115 115 20. ARISTA NETWORKS INC 2024-10-10 2025-01-29 2185 2048 137 137 58. NEXTERA ENERGY INC 2023-10-12 2025-01-29 4112 2645 1467 1467 8. QUANTA SERVICES INC 2021-03-15 2025-01-29 2388 707 1681 1681 10. EATON CORP PLC 2024-10-10 2025-01-29 3189 3368 -179 -179 24. ARISTA NETWORKS INC 2024-06-25 2025-02-25 2235 2007 228 228 6. AXON ENTERPRISE INC 2024-02-15 2025-02-25 2995 1635 1360 1360 20. BILL HOLDINGS INC 2025-01-29 2025-02-25 1073 1926 -853 -853 12. DECKERS OUTDOOR CORP 2024-06-13 2025-02-25 1718 2058 -340 -340 22. RAYMOND JAMES FINANCIAL INC 2024-11-14 2025-02-25 3300 3524 -224 -224 27. BLOCK INC 2024-12-06 2025-02-25 1708 2658 -950 -950 18. AMAZON COM INC 2023-04-13 2025-03-13 3480 1843 1637 1637 48. CITIGROUP INC 2025-01-29 2025-03-13 3219 3499 -280 -280 28. EMERSON ELECTRIC CO 2024-01-11 2025-03-13 3059 2655 404 404 30. KKR & CO INC 2024-07-30 2025-03-13 3249 3595 -346 -346 3. PARKER HANNIFIN CORP 2023-06-15 2025-03-13 1778 1121 657 657 6. QUANTA SERVICES INC 2021-03-15 2025-03-13 1503 531 972 972 25. SEI INVESTMENT CO 2024-12-23 2025-03-13 1805 2078 -273 -273 85. TRUIST FINANCIAL CORP 2024-12-06 2025-03-13 3353 3979 -626 -626 208.957 FIDELITY MID CAP INDX 2024-12-20 2025-03-27 6898 6795 103 103 2348.961 SEAFARER OVERSEAS GROWTH & INCOME FD I 2021-03-03 2025-03-27 28916 32291 -3375 -3375 100. ISHARES INTERMEDIATE GOVERNM 2024-06-20 2025-03-27 10540 10398 142 142 509. ISHARES INTERMEDIATE GOVERNM 2023-07-13 2025-03-27 53647 52636 1011 1011 284.666 MFS INSTL INTL EQUITY FUND 2022-09-20 2025-03-27 10470 7379 3091 3091 78.391 TRIBUTARY SMALL COMP-INST+ 2024-12-12 2025-03-27 2234 2544 -310 -310 727.729 TRIBUTARY SMALL COMP-INST+ 2023-12-14 2025-03-27 20740 20683 57 57 249.692 VANGUARD DEV MKT INDX-ADM 2024-06-20 2025-03-27 4160 4000 160 160 3798.485 VANGUARD DEV MKT INDX-ADM 2016-08-12 2025-03-27 63283 45027 18256 18256 19.314 VANGUARD SML CAP INDX-ADM 2024-06-20 2025-03-27 2092 2013 79 79 136. VANGUARD SML CAP INDX-ADM 2021-03-11 2025-03-27 14733 14336 397 397 28. APPLE COMPUTER INC 2024-03-26 2025-04-10 5321 5027 294 294 45. BAKER HUGHES CO 2024-11-14 2025-04-10 1640 1937 -297 -297 46. NIKE INC CLASS B 2025-02-25 2025-04-10 2500 3754 -1254 -1254 21. ORACLE CORPORATION 2024-10-10 2025-04-10 2787 3530 -743 -743 19. PAYPAL HOLDINGS INC 2024-10-10 2025-04-10 1149 1507 -358 -358 6. SALESFORCE INC 2025-01-29 2025-04-10 1516 2136 -620 -620 3. SALESFORCE INC 2023-06-15 2025-04-10 758 638 120 120 2. SERVICENOW INC 2023-03-09 2025-04-10 1561 863 698 698 5. TRANE TECHNOLOGIES PLC 2024-05-09 2025-04-10 1688 1664 24 24 6. BERKSHIRE HATHAWAY INC-CL B 2022-03-10 2025-05-15 3050 1943 1107 1107 82. BRISTOL-MYERS SQUIBB CO 2025-01-29 2025-05-15 3744 4831 -1087 -1087 2. META PLATFORMS INC-CLASS A 2023-10-12 2025-05-15 1289 650 639 639 12. MARSH & MCLENNAN COMPANY INC 2025-04-10 2025-05-15 2722 2753 -31 -31 14. WELLTOWER INC 2024-02-28 2025-05-15 2054 1283 771 771 8. GARMIN LTD 2025-03-13 2025-05-15 1618 1682 -64 -64 6. ADOBE SYSTEMS INC 2025-03-13 2025-06-05 2497 2276 221 221 14. AMAZON COM INC 2023-04-13 2025-06-05 2922 1367 1555 1555 6. META PLATFORMS INC-CLASS A 2023-10-12 2025-06-05 4116 1741 2375 2375 30. COPART INC 2025-04-10 2025-08-14 1407 1752 -345 -345 27. COPART INC 2024-06-13 2025-08-14 1267 1441 -174 -174 4. LILLY ELI & COMPANY 2022-02-10 2025-08-14 2728 956 1772 1772 9. MARSH & MCLENNAN COMPANY INC 2025-04-10 2025-08-14 1861 2056 -195 -195 1. TEXAS PACIFIC LAND CORP 2024-12-23 2025-08-14 916 1137 -221 -221 12. TRADEWEB MARKETS INC-CLASS A 2025-04-10 2025-08-14 1564 1517 47 47 13. WELLTOWER INC 2024-07-30 2025-08-14 2107 1453 654 654 3. ADOBE SYSTEMS INC 2025-03-13 2025-09-11 1050 1138 -88 -88 23. AMERICAN WATER WORKS CO INC 2025-04-10 2025-09-11 3206 3303 -97 -97 8. LPL FINANCIAL HOLDINGS INC 2024-12-06 2025-09-11 2752 2620 132 132 13. VISA INC-CLASS A SHARES 2016-09-15 2025-09-11 4450 1067 3383 3383 2. ABBOTT LABORATORIES 2025-01-29 2025-10-09 266 256 10 10 4. ADVANCED MICRO DEVICES INC 2025-06-05 2025-10-09 928 464 464 464 6. ALPHABET INC 2023-05-18 2025-10-09 1446 295 1151 1151 6. AMAZON COM INC 2016-05-12 2025-10-09 1361 216 1145 1145 3. AMPHENOL CORP CLASS A 2025-05-15 2025-10-09 377 258 119 119 8. APPLE COMPUTER INC 2024-03-26 2025-10-09 2029 1365 664 664 1. APPLOVIN CORP-CLASS A 2025-04-10 2025-10-09 602 264 338 338 6. BANK OF NEW YORK MELLON CORP 2025-01-29 2025-10-09 639 519 120 120 1. BERKSHIRE HATHAWAY INC-CL B 2022-01-13 2025-10-09 496 322 174 174 2. BLACKSTONE INC 2025-05-15 2025-10-09 320 293 27 27 4. BOSTON SCIENTIFIC CORP 2025-01-29 2025-10-09 389 413 -24 -24 6. BRISTOL-MYERS SQUIBB CO 2024-12-23 2025-10-09 267 345 -78 -78 3. BROADCOM INC 2023-09-14 2025-10-09 1036 262 774 774 3. CHEVRONTEXACO CORP 2021-05-13 2025-10-09 455 321 134 134 2. CINTAS CORP 2023-05-11 2025-10-09 385 237 148 148 5. COCA COLA COMPANY 2025-06-05 2025-10-09 331 355 -24 -24 2. CONSTELLATION ENERGY 2025-08-14 2025-10-09 766 656 110 110 1. COSTCO WHOLESALE CORP 2020-06-11 2025-10-09 938 302 636 636 4. COSTAR GROUP INC 2025-08-14 2025-10-09 311 352 -41 -41 2. DISNEY WALT HOLDING CO 2025-06-05 2025-10-09 222 225 -3 -3 7. EQT CORP 2025-08-14 2025-10-09 382 363 19 19 2. ECOLAB INC 2024-09-12 2025-10-09 544 501 43 43 2. META PLATFORMS INC-CLASS A 2023-04-13 2025-10-09 1463 440 1023 1023 4. FOX CORP - CLASS A 2025-02-25 2025-10-09 237 228 9 9 1. GE AEROSPACE COM 2025-06-05 2025-10-09 298 252 46 46 4. GRAINGER W W INC 2022-11-10 2025-10-09 3877 2429 1448 1448 2. HOME DEPOT INC 2024-10-10 2025-10-09 756 820 -64 -64 1. INTUITIVE SURGICAL INC 2023-08-10 2025-10-09 445 305 140 140 3. J P MORGAN CHASE & CO 2015-05-05 2025-10-09 916 194 722 722 2. JOHNSON & JOHNSON 2025-08-14 2025-10-09 381 351 30 30 14. KINDER MORGAN INC 2024-12-23 2025-10-09 384 377 7 7 3. LAM RESEARCH CORP 2025-05-15 2025-10-09 422 254 168 168 4. MARVELL TECHNOLOGY INC 2025-08-14 2025-10-09 364 317 47 47 1. MASTERCARD INC - A 2023-01-13 2025-10-09 564 376 188 188 4. MICROSOFT CORP 2023-11-09 2025-10-09 2085 1445 640 640 1. MOODYS CORP 2025-03-13 2025-10-09 491 438 53 53 3. MORGAN STANLEY DEAN WITTER & CO 2020-11-13 2025-10-09 466 171 295 295 3. NETFLIX COM INC 2023-05-11 2025-10-09 3705 1034 2671 2671 15. NVIDIA CORP 2024-01-11 2025-10-09 2891 825 2066 2066 14. O'REILLY AUTOMOTIVE INC 2020-05-14 2025-10-09 1399 369 1030 1030 5. PALANTIR TECHNOLOGIES INC-A 2024-06-13 2025-10-09 932 117 815 815 1. PARKER HANNIFIN CORP 2023-06-15 2025-10-09 741 374 367 367 23. PHILIP MORRIS INTERNATIONAL 2025-02-25 2025-10-09 3599 3614 -15 -15 2. PROCTER & GAMBLE CO 2024-09-12 2025-10-09 301 348 -47 -47 1. QUEST DIAGNOSTICS INC 2024-12-06 2025-10-09 181 157 24 24 2. RTX CORP 2025-03-13 2025-10-09 324 258 66 66 1. REDDIT INC-CL A 2025-09-11 2025-10-09 211 265 -54 -54 2. ROBINHOOD MARKETS INC - A 2025-04-10 2025-10-09 303 81 222 222 5. ROLLINS INC 2025-04-10 2025-10-09 284 269 15 15 10. SALESFORCE INC 2023-06-15 2025-10-09 2447 2126 321 321 1. SERVICENOW INC 2023-03-09 2025-10-09 916 431 485 485 1. SHERWIN-WILLIAMS CO 2024-08-15 2025-10-09 331 357 -26 -26 1. STRYKER CORP 2024-02-15 2025-10-09 370 349 21 21 3. TJX COMPANIES INC 2023-09-14 2025-10-09 416 281 135 135 13. T-MOBILE US INC 2025-02-25 2025-10-09 2940 3511 -571 -571 2. TESLA INC 2024-07-30 2025-10-09 871 442 429 429 1. THERMO ELECTRON CORP 2010-07-20 2025-10-09 531 49 482 482 3. UBER TECHNOLOGIES INC 2025-05-15 2025-10-09 289 271 18 18 1. UNITEDHEALTH GROUP INC 2024-08-15 2025-10-09 367 579 -212 -212 2. VERISIGN INC 2025-04-10 2025-10-09 522 485 37 37 2. VISA INC-CLASS A SHARES 2016-09-15 2025-10-09 691 164 527 527 7. WAL MART STORES INC 2024-02-15 2025-10-09 710 395 315 315 2. WASTE MANAGEMENT INC DEL 2025-03-13 2025-10-09 434 447 -13 -13 6. WELLS FARGO & CO 2025-09-11 2025-10-09 478 487 -9 -9 2. WELLTOWER INC 2024-07-30 2025-10-09 335 224 111 111 1. LINDE PLC 2025-06-05 2025-10-09 458 471 -13 -13 1. TRANE TECHNOLOGIES PLC 2024-05-09 2025-10-09 419 333 86 86 11. AUTOMATIC DATA PROCESSING INC 2025-03-13 2025-11-13 2799 3204 -405 -405 65. KINDER MORGAN INC 2024-12-23 2025-11-13 1748 1752 -4 -4 15. VERISIGN INC 2025-04-10 2025-11-13 3766 3634 132 132 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 CAPITAL GAIN DIVIDENDS P 2343 55541 973 0 973 0 973 1328 0 0 1328 0 355 355 0 false false false false false false false true true KS true false false false false true UMB BANK NA 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 KANSAS CITY MO 64106 TRUSTEE 1 14013 NONE 0 NONE 0 943650 26913 0 970563 0 0 970563 14558 956005 47800 47800 973 973 46827 0 46827 0 46827 41007 0 0 0 0 41007 46827 33588 0 0 0 0 0 0 0 41007 33588 0 0 7419 0 0 0 0 0 0 0 0 39408 0 0 0 0 0 0 0 0 NONE NONE X Baker University PO BOX 65 BALDWIN CITY KS 660060065 NONE PC SCHOLARSHIP SUPPORT 34000 34000 14 21621 18 55541 SECTION 897 CAPITA 1 36 77198 77198 false false false false false false false false false false 2025 INCOME POSTED IN 2026 339 2025 WASH SALE ADJUSTMENT 42 ROUNDING 3 2025 INCOME POSTED IN 2024 348 2025 RETURN OF CAPITAL 24 FEDERAL TAX PAYMENT - PRIOR YE 791 0 0 FEDERAL ESTIMATES - INCOME 1328 0 0 FOREIGN TAXES ON QUALIFIED FOR 136 136 0 FOREIGN TAXES ON NONQUALIFIED 59 59 0