2026-04-21T08:02:03-05:00 2025-12-31 990PF 2025-01-01 226144972 CHARLES A FUCHS CHARITABLE TR FUCH 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 1363998 X 29479 29016 84650 210085 84650 0 114129 113666 6850 4110 2740 0 0 0 0 0 0 400 240 0 160 0 0 2335 719 0 0 0 0 0 0 0 608 608 10193 5677 0 2900 61372 61372 71565 5677 0 64272 42564 107989 0 37780 38136 38136 0 0 0 997885 1040378 1325862 0 1035665 1078514 1363998 0 X 1035665 1078514 1035665 1078514 1035665 1078514 1035665 42564 285 1078514 0 1078514 155.307 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2025-03-31 2355 2575 -220 -220 253.046 AGGREGATE BOND COMMON TRUST FUND 2020-12-21 2025-03-31 3837 4174 -337 -337 830.084 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-03-31 12586 13569 -983 -983 174.194 AGGREGATE BOND COMMON TRUST FUND 2012-09-21 2025-03-31 2641 2841 -200 -200 27.357 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-05 2025-03-31 1658 1815 -157 -157 23.491 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 1196 1263 -67 -67 .127 DIVIDEND INCOME COMMON TRUST FUND 2011-01-14 2025-03-31 15 17 -2 -2 274.163 PIMCO FOREIGN BD US$HD INSTL 2024-11-15 2025-03-31 2701 2725 -24 -24 1221.778 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 12035 11595 440 440 1026.677 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 10113 9599 514 514 53. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-03-31 2372 2742 -370 -370 172.471 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 2232 2283 -51 -51 36.565 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-05-28 2761 2551 210 210 104. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-05-28 5747 5263 484 484 9. VANGUARD FTSE DEVELOPED MARKETS ETF 2024-11-15 2025-05-28 497 441 56 56 27. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-05-28 2770 2465 305 305 23. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-05-28 2360 1961 399 399 4. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-05-28 2161 2025 136 136 5. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-05-28 2701 1857 844 844 154.337 INTERNATIONAL FOCUSED EQUITY CTF 2025-03-31 2025-05-31 3189 3081 108 108 33.491 INTERNATIONAL FOCUSED EQUITY CTF 2024-11-15 2025-05-31 692 658 34 34 21.785 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-05 2025-09-30 1646 1638 8 8 37.923 EMERGING MARKETS STOCK COMMON TRUST FD 2012-09-21 2025-09-30 2866 2832 34 34 15.361 MID CAP GROWTH COMMON TRUST FUND 2003-07-18 2025-09-30 1291 1231 60 60 71. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-09-30 3841 3674 167 167 32. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 3839 2728 1111 1111 1. VANGUARD RUSSELL 1000 ET GROWTH 2023-01-31 2025-09-30 120 59 61 61 5. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-09-30 3049 1857 1192 1192 172.746 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-09-30 4384 4337 47 47 167.681 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-09-30 4255 3998 257 257 18.08 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 1511 1261 250 250 18.204 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-10-31 1521 936 585 585 105.764 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 8838 5410 3428 3428 409.669 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 34232 19456 14776 14776 12.542 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-03-23 2025-10-31 1048 518 530 530 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 CAPITAL GAIN DIVIDENDS P 7211 84650 1501 0 1501 0 1501 1320 0 0 1320 X 0 181 0 0 false false false false false false false true true NJ false false false false false true NONE 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 6850 NONE 0 NONE 0 1261395 35588 0 1296983 0 0 1296983 19455 1277528 63876 63876 1501 1501 62375 0 62375 0 62375 64272 0 0 0 0 64272 62375 19152 0 0 0 0 0 0 0 64272 19152 0 0 45120 0 0 0 0 0 0 0 0 17255 0 0 0 0 0 0 0 0 NONE NONE X THE ARC OF THE UNITED STATES INC 2000 PENNSYLVANIA AVENUE NW 500 WASHINGTON DC 200060000 N/A PC UNRESTRICTED GENERAL 61372 61372 14 29479 18 84650 114129 114129 false false false false false false false false false false TAX PREPARATION FEE 400 240 160 NO FILING IS REQUIRED FOR THE STATE OF NEW JERSEY 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 18922 54252 921943858 VANGUARD FTSE DEVELO 53849 95017 202671913 AGGREGATE BOND COMMO 196831 198910 207543877 SMALL CAP GROWTH LEA 32780 37981 29099J109 EMERGING MARKETS STO 47809 54890 303995997 SMALL CAP VALUE COMM 35805 40013 323991307 MID CAP GROWTH COMMO 43699 45559 45399C107 DIVIDEND INCOME COMM 62937 62607 99Z466197 INTERNATIONAL FOCUSE 76365 91929 922042858 VANGUARD FTSE EMERGI 45813 52954 922908363 VANGUARD 500 INDEX F 36241 119782 99Z639934 LARGE CAP CORE COMMO 102409 119405 99Z639942 MID CAP CORE COMMON 47015 53980 99Z639959 SMALL CAP CORE COMMO 30633 36062 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 44572 47468 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 18671 34924 92206C680 VANGUARD RUSSELL 100 75294 105070 09251M801 BLACKROCK EQTY DIVID 58773 62873 74440Y884 PGIM HIGH YIELD FUND 11960 12186 OTHER ALLOCABLE EXPENSE-PRINCI 304 304 0 OTHER ALLOCABLE EXPENSE-INCOME 304 304 0 TYE INCOME ADJU 31 CTF ADJU 254 ROUNDING 0 FOREIGN TAXES 356 356 0 EXCISE TAX - PRIOR YEAR 296 0 0 FEDERAL ESTIMATES - PRINCIPAL 1320 0 0 FOREIGN TAXES ON QUALIFIED FOR 230 230 0 FOREIGN TAXES ON NONQUALIFIED 133 133 0