2026-04-21T08:01:46-05:00 2025-12-31 990PF 2025-01-01 046020498 TUCO GEORGE R WRIGHT TUW WRIG 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 4655468 X 98097 96480 290165 852350 290165 0 388262 386645 49008 29405 19603 0 0 0 0 0 750 0 0 750 1250 750 0 500 0 0 15708 2477 0 0 0 0 0 0 0 2147 2112 35 68863 34744 0 20888 213743 213743 282606 34744 0 234631 105656 351901 0 102666 112225 112225 0 0 0 3455194 3552345 4543243 0 3557860 3664570 4655468 0 X 3557860 3664570 3557860 3664570 3557860 3664570 3557860 105656 1054 3664570 0 3664570 238.784 MID CAP GROWTH COMMON TRUST FUND 2012-08-31 2025-01-31 19237 17516 1721 1721 539.12 AGGREGATE BOND COMMON TRUST FUND 2020-09-02 2025-03-31 8174 9290 -1116 -1116 530.547 AGGREGATE BOND COMMON TRUST FUND 2020-12-03 2025-03-31 8044 9137 -1093 -1093 440.596 AGGREGATE BOND COMMON TRUST FUND 2021-01-31 2025-03-31 6680 7320 -640 -640 2610.99 AGGREGATE BOND COMMON TRUST FUND 2021-01-02 2025-03-31 39588 43318 -3730 -3730 1063.978 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2025-03-31 16132 17638 -1506 -1506 4380. PIMCO FOREIGN BD US$HD INSTL 2023-02-01 2025-03-31 43143 41566 1577 1577 3591. PIMCO FOREIGN BD US$HD INSTL 2022-10-24 2025-03-31 35371 33719 1652 1652 1546.058 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 20006 20463 -457 -457 124.512 BLACKROCK EQTY DIVIDEND FUND CL K 2024-10-31 2025-04-21 2276 2540 -264 -264 67. ISHARES CORE S&P MID CAP ETF 2020-03-20 2025-04-21 3609 1748 1861 1861 64.111 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-04-21 4087 4472 -385 -385 82.141 PRINCIPAL MIDCAP FUND CL R6 2017-02-02 2025-04-21 3418 1911 1507 1507 658.321 PGIM HIGH YIELD FUND CL R6 2025-03-31 2025-04-21 3074 3134 -60 -60 455. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-04-21 23011 23057 -46 -46 128. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-04-21 5545 6623 -1078 -1078 69. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-04-21 5907 6332 -425 -425 21. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-04-21 9950 10685 -735 -735 9. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-04-21 4264 3342 922 922 609.164 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2025-04-30 9238 10099 -861 -861 531.925 AGGREGATE BOND COMMON TRUST FUND 2021-09-17 2025-04-30 8067 8766 -699 -699 1056.628 AGGREGATE BOND COMMON TRUST FUND 2012-08-31 2025-04-30 16025 17310 -1285 -1285 400.15 AGGREGATE BOND COMMON TRUST FUND 2012-08-21 2025-04-30 6069 6544 -475 -475 643.558 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-04-30 9760 10521 -761 -761 123.049 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-04-30 5874 6702 -828 -828 64.279 EMERGING MARKETS STOCK COMMON TRUST FD 2012-08-31 2025-04-30 3898 4047 -149 -149 196.072 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-04-30 9620 10040 -420 -420 25.936 MID CAP GROWTH COMMON TRUST FUND 2012-08-31 2025-04-30 1870 1890 -20 -20 29.67 MID CAP GROWTH COMMON TRUST FUND 2012-11-30 2025-04-30 2140 2160 -20 -20 28.693 DIVIDEND INCOME COMMON TRUST FUND 2012-08-31 2025-04-30 3350 3752 -402 -402 878.195 INTERNATIONAL FOCUSED EQUITY CTF 2025-03-31 2025-04-30 17288 16597 691 691 426.576 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-04-30 8915 9511 -596 -596 157.047 MID CAP CORE COMMON TRUST FUND 2018-01-31 2025-04-30 2479 2391 88 88 5.968 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-04-30 75 79 -4 -4 48.071 MID CAP VALUE COMMON TRUST FUND 2019-01-31 2025-04-30 2535 2785 -250 -250 222.741 EMERGING MARKETS STOCK COMMON TRUST FD 2012-08-31 2025-09-30 16833 16116 717 717 103.25 MID CAP GROWTH COMMON TRUST FUND 2012-11-30 2025-09-30 8676 8091 585 585 20. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-09-30 2399 1835 564 564 227. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 27232 19324 7908 7908 21. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-09-30 12806 7797 5009 5009 8. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-09-30 4879 2965 1914 1914 8. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-09-30 4879 2949 1930 1930 426.576 LARGE CAP CORE COMMON TRUST FUND 2024-01-30 2025-09-30 10825 10765 60 60 756.879 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-09-30 19206 19004 202 202 638.398 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-09-30 10009 8990 1019 1019 118.627 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 9912 8275 1637 1637 413.749 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 34573 21165 13408 13408 1504.747 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 125737 71465 54272 54272 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 CAPITAL GAIN DIVIDENDS P 24777 290165 4891 0 4891 0 4891 9584 0 0 9584 0 4693 4693 0 false false false false false false false true true MA true false false false false true BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 X 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 49008 NONE 0 NONE 0 4339387 54212 0 4393599 0 0 4393599 65904 4327695 216385 216385 4891 4891 211494 0 211494 0 211494 234631 0 0 0 0 234631 211494 0 0 27101 26064 65324 15710 20161 154360 234631 0 0 0 211494 23137 0 0 177497 0 0 0 0 0 0 27101 150396 26064 65324 15710 20161 23137 X NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVENUE BOSTON MA 021202847 N/A PC UNRESTRICTED GENERAL 61451 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 024722751 N/A PC UNRESTRICTED GENERAL 40077 AMERICAN BAPTIST CHURCHES OF MA 167 PRESCOTT STREET GROTON MA 014501947 N/A PC UNRESTRICTED GENERAL 72138 FIRST BAPTIST CHURCH WATERTOWN PO BOX 67 RANDOLPH MA 023680067 N/A PC UNRESTRICTED GENERAL 40077 213743 14 98097 18 290165 388262 388262 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. 464287507 ISHARES CORE S&P MID 57605 183612 921943858 VANGUARD FTSE DEVELO 192599 328655 202671913 AGGREGATE BOND COMMO 675788 681904 207543877 SMALL CAP GROWTH LEA 115009 134729 29099J109 EMERGING MARKETS STO 159081 188267 303995997 SMALL CAP VALUE COMM 126173 141331 323991307 MID CAP GROWTH COMMO 139402 151053 45399C107 DIVIDEND INCOME COMM 213289 211986 99Z466197 INTERNATIONAL FOCUSE 257030 317323 922042858 VANGUARD FTSE EMERGI 168649 189450 922908363 VANGUARD 500 INDEX F 120046 409516 99Z639934 LARGE CAP CORE COMMO 351227 409327 99Z639942 MID CAP CORE COMMON 159524 183443 99Z639959 SMALL CAP CORE COMMO 97134 115531 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 153679 163096 46429B697 ISHARES EDGE MSCI MI 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 64444 120070 92206C680 VANGUARD RUSSELL 100 261141 360502 09251M801 BLACKROCK EQTY DIVID 201826 214017 74440Y884 PGIM HIGH YIELD FUND 38699 39431 LEGAL FEES-INC 750 750 OTHER ALLOCABLE EXPENSE-PRINCI 1056 1056 0 OTHER ALLOCABLE EXPENSE-INCOME 1056 1056 0 AG FILING FEE 35 0 35 CTF ADJUSTMENT 945 TAX EFFECTIVE INCOME ADJUSTMENT 109 FOREIGN TAXES 1220 1220 0 EXCISE TAX - PRIOR YEAR 3647 0 0 FEDERAL ESTIMATES - PRINCIPAL 9584 0 0 FOREIGN TAXES ON QUALIFIED FOR 795 795 0 FOREIGN TAXES ON NONQUALIFIED 462 462 0