2026-04-21T08:01:48-05:00 2025-12-31 990PF 2025-01-01 752391338 STINSON FOUNDATION STIN 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 1020328 X 23147 22800 64925 144562 64925 0 88072 87725 13897 8338 5559 0 0 0 0 0 0 1250 750 0 500 4963 4963 0 2225 548 0 0 0 0 0 0 0 458 458 22793 10094 0 11022 50000 50000 72793 10094 0 61022 15279 77631 0 -20118 -20118 48362 34198 34198 0 0 0 747547 797317 1006248 0 795909 811397 1020328 0 X 795909 811397 795909 811397 795909 811397 795909 15279 214 811402 5 811397 60.107 AGGREGATE BOND COMMON TRUST FUND 2019-06-30 2025-03-31 911 985 -74 -74 681.97 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-03-31 10340 11148 -808 -808 80.151 AGGREGATE BOND COMMON TRUST FUND 2013-03-15 2025-03-31 1215 1293 -78 -78 25.15 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 1218 1364 -146 -146 35.918 SMALL CAP VALUE COMMON TRUST FUND 2024-10-31 2025-03-31 1829 2020 -191 -191 1.657 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 84 89 -5 -5 113.852 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 1121 1125 -4 -4 950.119 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 9359 9017 342 342 787.365 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 7756 7362 394 394 122.88 SMALL CAP CORE COMMON TRUST FUND 2024-10-31 2025-03-31 1590 1755 -165 -165 128.57 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 1664 1702 -38 -38 45.358 EMERGING MARKETS STOCK COMMON TRUST FD 2014-02-28 2025-09-30 3428 3532 -104 -104 27.596 MID CAP GROWTH COMMON TRUST FUND 2013-03-15 2025-09-30 2319 2208 111 111 29. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-09-30 1735 1467 268 268 19. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-09-30 2279 1735 544 544 35. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 4199 2984 1215 1215 2. VANGUARD RUSSELL 1000 ET GROWTH 2023-01-31 2025-09-30 240 119 121 121 3. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-09-30 1829 1518 311 311 5. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-09-30 3049 1857 1192 1192 198.653 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-09-30 5041 4988 53 53 25.434 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 2125 1774 351 351 4.903 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-10-31 410 252 158 158 330.886 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 27649 15715 11934 11934 87.792 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-03-23 2025-10-31 7336 3628 3708 3708 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 CAPITAL GAIN DIVIDENDS P 5431 64925 1079 0 1079 0 1079 964 0 0 964 0 115 0 0 false false false false false false false true true TX true 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 13897 JEFF A MORTON BANK OF AMERICA PO BOX 270 MIDLAND TX 797020270 GRANT COMMITTEE 1 0 SEAN O LOW BANK OF AMERICA PO BOX 270 MIDLAND TX 797020270 GRANT COMMITTEE 1 0 DAVID SMITH ABELL-HANGER FNDN PO BOX 430 MIDLAND TX 797020430 GRANT COMMITTEE 1 0 KELLY GARLOCK BANK OF AMERICA PO BOX 830241 DALLAS TX 752830241 GRANT COMMITTEE 1 0 NONE 0 NONE 0 953197 45825 0 999022 0 0 999022 14985 984037 49202 49202 1079 1079 48123 0 48123 0 48123 61022 0 0 0 0 61022 48123 0 0 0 7164 6316 7133 10089 30702 61022 0 0 0 48123 12899 0 0 43601 0 0 0 0 0 0 0 43601 7164 6316 7133 10089 12899 NONE NONE KELLY GARLOCK CO BANK OF AMERICA PO BOX 830241 DALLAS TX 752830241 2142092396 GRANT APPLICATION AVAILABLE AT WEBSITE: HTTP://WWW.PBAF.ORG JANUARY 15 FOCUS IS ON CHARITABLE ORGANIZATIONS WHOSE OPERATIONS AND ACTIVITIES ARE DEDICATED TO CHILDREN, FAMILIES, ARTS AND EDUCATION. HILLCREST SCHOOL INC 2800 N A ST MIDLAND TX 79705 N/A PC CHROMEBOOK UPGRADE AND 10000 SIBLEY NATURE CENTER 1307 E WADLEY AVENUE MIDLAND TX 79705 N/A PC UNRESTRICTED GENERAL 5000 FAMILY PROMISE OF MIDLAND TEXAS 2908 W OHIO AVENUE MIDLAND TX 797016200 N/A PC UNRESTRICTED GENERAL 5000 MARC INC 102 CARILLLON DRIVE MADISON WI 53705 N/A PC UNRESTRICTED GENERAL 10000 CASA DE AMIGOS OF MIDLAND 1101 GARDEN LANE MIDLAND TX 79701 N/A PC UNRESTRICTED GENERAL 5000 BYNUM SCHOOL PO BOX 80175 MIDLAND TX 79708 N/A PC UNRESTRICTED GENERAL 10000 HILLCREST SCHOOL INC 2800 N A STREET MIDLAND TX 797023328 N/A PC UNRESTRICTED GENERAL 5000 50000 14 23147 18 64925 88072 88072 false false false false false false false false false false TAX PREPARATION FEE 1250 750 500 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. 922042858 VANGUARD FTSE EMERGI 37503 42202 922908553 VANGUARD REIT ETF 693390841 PIMCO HIGH YIELD FD 464287507 ISHARES CORE S&P MID 16320 40524 464287655 ISHARES RUSSELL 2000 921943858 VANGUARD FTSE DEVELO 44029 74464 466001864 IVY ASSET STRATEGY F 714199106 PERMANENT PORTFOLIO 72200Q182 PIMCO ALL ASSET ALL 202671913 AGGREGATE BOND COMMO 150387 151108 207543877 SMALL CAP GROWTH LEA 24447 28576 29099J109 EMERGING MARKETS STO 36910 41762 302993993 MID CAP VALUE CTF 303995997 SMALL CAP VALUE COMM 26922 29881 323991307 MID CAP GROWTH COMMO 31808 33322 45399C107 DIVIDEND INCOME COMM 47183 46793 99Z466163 HIGH QUALITY CORE CO 99Z466197 INTERNATIONAL FOCUSE 61503 71910 99Z501647 STRATEGIC GROWTH COM 73935S105 POWERSHARES DB COMMO 38145C646 GOLDMAN SACHS STRATE 464287200 ISHARES CORE S&P 500 97717X701 WISDOMTREE EUROPE HE 464287226 ISHARES CORE U.S. AG 922908363 VANGUARD 500 INDEX F 27105 90934 00203H859 AQR MANAGED FUTURES 09256H286 BLACKROCK STRATEGIC 94987W737 WELLS FARGO ABSOLUTE 589509108 THE MERGER FD 00203H446 AQR LONG-SHORT EQUIT 62827P816 CATALYST/MILLBURN HE 74253Q747 PRINCIPAL MIDCAP FUN 46138B103 INVESCO DB COMMODITY 09260B382 BLACKROCK STRATEGIC 00142R539 INVESCO BALANCED-RIS 99Z639934 LARGE CAP CORE COMMO 77355 90673 99Z639942 MID CAP CORE COMMON 34932 40169 99Z639959 SMALL CAP CORE COMMO 23162 26907 78468R622 SPDR BLOOMBERG BARCL 92203J407 VANGUARD TOTAL INTL 52469H784 CLEARBRIDGE LARGE CA 77954Q403 T ROWE PRICE BLUE CH 693390882 PIMCO INTERNATIONAL 78468R663 SPDR BLOOMBERG 1-3 M 74440Y884 PGIM HIGH YIELD FUND 8937 9106 99Z665806 MID CAP VALUE COMMON 33951 34945 46429B697 ISHARES EDGE MSCI MI 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 13534 25864 92206C680 VANGUARD RUSSELL 100 57270 79868 09251M801 BLACKROCK EQTY DIVID 44059 47240 NET ROUNDING ADJ 5 OTHER ALLOCABLE EXPENSE-PRINCI 229 229 0 OTHER ALLOCABLE EXPENSE-INCOME 229 229 0 COMMON TRUST FUND TIMING ADJ 192 MUTUAL FUND ADJ 22 GRANTMAKING FEES 4963 4963 FOREIGN TAXES 266 266 0 EXCISE TAX - PRIOR YEAR 713 0 0 FEDERAL ESTIMATES - PRINCIPAL 964 0 0 FOREIGN TAXES ON QUALIFIED FOR 179 179 0 FOREIGN TAXES ON NONQUALIFIED 103 103 0