2026-04-21T08:01:43-05:00 2025-12-31 990PF 2025-01-01 306460829 ORAN H & MAXINE S KITE TRUST FBO BAYLOR KITE 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2026-04-20 2025 2025-03-06 01:10:19Z X 2311406 X 50210 49472 147244 358442 147244 0 197454 196716 30709 18425 12284 0 0 0 0 0 0 1300 780 0 520 0 0 5321 1225 0 0 0 0 0 0 0 1032 1032 38362 21462 0 12804 92981 92981 131343 21462 0 105785 66111 175254 0 65851 65204 65204 0 0 0 1716627 1783984 2246202 0 1782478 1849188 2311406 0 X 1782478 1849188 1782478 1849188 1782478 1849188 1782478 66111 602 1849191 3 1849188 66.767 AGGREGATE BOND COMMON TRUST FUND 2020-12-21 2025-03-31 1012 1101 -89 -89 19.743 AGGREGATE BOND COMMON TRUST FUND 2019-06-30 2025-03-31 299 324 -25 -25 874.447 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-03-31 13259 14295 -1036 -1036 661.176 AGGREGATE BOND COMMON TRUST FUND 2015-10-09 2025-03-31 10025 10561 -536 -536 426.839 AGGREGATE BOND COMMON TRUST FUND 2013-09-30 2025-03-31 6472 6763 -291 -291 73.871 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 3577 4007 -430 -430 36.47 EMERGING MARKETS STOCK COMMON TRUST FD 2015-10-09 2025-03-31 2210 2470 -260 -260 112.488 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 5727 6048 -321 -321 398.834 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 3929 3940 -11 -11 2064.638 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 20337 19593 744 744 1762.619 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 17362 16480 882 882 637.838 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 8254 8442 -188 -188 28. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-06-30 3046 2556 490 490 75. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-06-30 8159 6394 1765 1765 3. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-06-30 1699 1518 181 181 15. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-06-30 8493 5570 2923 2923 89.801 EMERGING MARKETS STOCK COMMON TRUST FD 2015-10-09 2025-09-30 6786 6877 -91 -91 75.38 MID CAP GROWTH COMMON TRUST FUND 2015-10-09 2025-09-30 6334 5958 376 376 26.102 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-09-30 2119 1821 298 298 109. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-09-30 6520 5516 1004 1004 113. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-09-30 6114 5847 267 267 30. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 3599 2558 1041 1041 293.544 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-09-30 7449 7371 78 78 220.122 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-09-30 5586 5248 338 338 216.433 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-09-30 3393 3048 345 345 67.985 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-10-31 4094 3928 166 166 48.109 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 4020 3356 664 664 20.622 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-10-31 1723 1060 663 663 198.557 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 16591 10157 6434 6434 722.83 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 60400 34329 26071 26071 4. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-10-31 2517 1485 1032 1032 4. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-10-31 2517 1483 1034 1034 1. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-10-31 629 369 260 260 33.978 INTERNATIONAL FOCUSED EQUITY CTF 2025-03-31 2025-10-31 759 725 34 34 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 CAPITAL GAIN DIVIDENDS P 12268 147244 2436 0 2436 0 2436 2240 0 0 2240 0 196 0 0 false false false false false false false true true TX true false false false false true N/A BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false false false false false false false BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 30709 NONE 0 NONE 0 2149330 60948 0 2210278 0 0 2210278 33154 2177124 108856 108856 2436 2436 106420 0 106420 0 106420 105785 0 0 0 0 105785 106420 19117 0 0 0 0 0 0 0 105785 19117 0 0 86668 0 0 0 0 0 0 0 0 19752 0 0 0 0 0 0 0 0 NONE NONE X BAYLOR UNIVERSITY MEDICAL CENTER 2001 BRYAN STREET DALLAS TX 75201 N/A PC NAMED FUND - MEDICAL 92981 92981 14 50210 18 147244 197454 197454 false false false false false false false false false false TAX PREPARATION FEE 1300 780 520 FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. 464287507 ISHARES CORE S&P MID 39882 91740 921943858 VANGUARD FTSE DEVELO 98245 165795 202671913 AGGREGATE BOND COMMO 333116 339053 207543877 SMALL CAP GROWTH LEA 56974 64647 29099J109 EMERGING MARKETS STO 82465 93731 303995997 SMALL CAP VALUE COMM 56911 63320 323991307 MID CAP GROWTH COMMO 70873 74613 45399C107 DIVIDEND INCOME COMM 107494 105940 99Z466197 INTERNATIONAL FOCUSE 144851 161968 922042858 VANGUARD FTSE EMERGI 79457 90209 922908363 VANGUARD 500 INDEX F 58977 200054 99Z639934 LARGE CAP CORE COMMO 173720 203529 99Z639942 MID CAP CORE COMMON 79453 91366 99Z639959 SMALL CAP CORE COMMO 48571 57416 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 75831 79286 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 29982 58121 92206C680 VANGUARD RUSSELL 100 127180 177877 09251M801 BLACKROCK EQTY DIVID 99774 106927 74440Y884 PGIM HIGH YIELD FUND 20228 20610 ROUNDING 3 OTHER ALLOCABLE EXPENSE-PRINCI 516 516 0 OTHER ALLOCABLE EXPENSE-INCOME 516 516 0 MUTUAL FUND ADJUSTMENT 94 CTF TIMING ADJUSTMENT ADJUSTMENT 508 FOREIGN TAXES 598 598 0 EXCISE TAX - PRIOR YEAR 1856 0 0 FEDERAL ESTIMATES - PRINCIPAL 2240 0 0 FOREIGN TAXES ON QUALIFIED FOR 400 400 0 FOREIGN TAXES ON NONQUALIFIED 227 227 0