2026-04-21T08:02:00-05:00 2025-12-31 990PF 2025-01-01 146014445 FRANK S BEEDLESON FDN TRUST UW BEED 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 858575 X 18377 18093 53284 133844 53284 0 71661 71377 10019 6011 4008 0 0 0 0 0 0 1250 750 0 500 0 0 1920 444 0 0 0 0 0 0 0 476 376 100 13665 7581 0 4608 32412 32412 46077 7581 0 37020 25584 63796 0 32828 34630 34630 0 0 0 623907 647898 823945 0 656735 682528 858575 0 X 656735 682528 656735 682528 656735 682528 656735 25584 209 682528 0 682528 35. VANGUARD FTSE DEVELOPED MARKETS ETF 2024-10-31 2025-03-11 1791 1747 44 44 16. VANGUARD FTSE DEVELOPED MARKETS ETF 2023-10-31 2025-03-11 819 674 145 145 43.368 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-03-14 656 712 -56 -56 254.838 AGGREGATE BOND COMMON TRUST FUND 2013-05-31 2025-03-14 3852 4078 -226 -226 10.198 DIVIDEND INCOME COMMON TRUST FUND 2013-02-28 2025-03-14 1215 1360 -145 -145 7.113 DIVIDEND INCOME COMMON TRUST FUND 2013-02-28 2025-03-14 848 948 -100 -100 228.87 INTERNATIONAL FOCUSED EQUITY CTF 2013-05-31 2025-03-14 4462 3886 576 576 102.874 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-03-14 2179 2293 -114 -114 551.014 AGGREGATE BOND COMMON TRUST FUND 2013-05-31 2025-03-31 8355 8784 -429 -429 20.817 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 1008 1129 -121 -121 18.842 EMERGING MARKETS STOCK COMMON TRUST FD 2012-03-31 2025-03-31 1142 1214 -72 -72 50.116 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 2551 2695 -144 -144 167.796 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 1653 1658 -5 -5 735.982 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 7249 6984 265 265 649.161 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 6394 6070 324 324 13.316 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 172 176 -4 -4 195.214 SMALL CAP CORE COMMON TRUST FUND 2018-06-02 2025-03-31 2526 2550 -24 -24 28.974 SMALL CAP CORE COMMON TRUST FUND 2019-06-30 2025-03-31 375 378 -3 -3 49. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-06-25 2734 2479 255 255 25. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-06-25 2676 2131 545 545 5. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-06-25 2802 1857 945 945 1. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-06-25 560 371 189 189 30.564 EMERGING MARKETS STOCK COMMON TRUST FD 2012-03-31 2025-09-30 2310 2240 70 70 20.616 MID CAP GROWTH COMMON TRUST FUND 2008-12-31 2025-09-30 1732 1541 191 191 45. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-09-30 2435 2329 106 106 13. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 1560 1108 452 452 107.455 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-09-30 2727 2698 29 29 63.93 LARGE CAP CORE COMMON TRUST FUND 2024-03-17 2025-09-30 1622 1595 27 27 13.932 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 1164 972 192 192 25.971 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-10-31 2170 1335 835 835 54.878 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 4586 2807 1779 1779 273.77 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 22876 13002 9874 9874 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 CAPITAL GAIN DIVIDENDS P 4514 53284 887 0 887 0 887 808 0 0 808 0 79 0 0 false false false false false false false true true NY 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 10019 NONE 0 NONE 0 781496 27027 0 808523 0 0 808523 12128 796395 39820 39820 887 887 38933 0 38933 0 38933 37020 0 0 0 0 37020 38933 6714 0 0 0 0 0 0 0 37020 6714 0 0 30306 0 0 0 0 0 0 0 0 8627 0 0 0 0 0 0 0 0 NONE NONE X SUNNYVIEW HOSPITAL & REHAB CENTER ATTN KRISTIN L KRUZIKAS CONTR 1270 BELMONT AVENUE SCHENECTADY NY 123082104 N/A PC UNRESTRICTED GENERAL 32412 32412 14 18377 18 53284 71661 71661 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. 207543877 SMALL CAP GROWTH LEA 20270 23454 29099J109 EMERGING MARKETS STO 29151 34134 303995997 SMALL CAP VALUE COMM 22134 24506 323991307 MID CAP GROWTH COMMO 25019 27224 464287507 ISHARES CORE S&P MID 12518 33132 921943858 VANGUARD FTSE DEVELO 36234 59534 202671913 AGGREGATE BOND COMMO 121139 123642 45399C107 DIVIDEND INCOME COMM 38491 38071 99Z466197 INTERNATIONAL FOCUSE 51487 59114 922042858 VANGUARD FTSE EMERGI 28973 32955 922908363 VANGUARD 500 INDEX F 22087 75256 99Z639934 LARGE CAP CORE COMMO 63365 74220 99Z639942 MID CAP CORE COMMON 29206 33585 99Z639959 SMALL CAP CORE COMMO 18672 22074 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 26031 28976 46429B697 ISHARES EDGE MSCI MI 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 11583 21364 92206C680 VANGUARD RUSSELL 100 46869 65380 09251M801 BLACKROCK EQTY DIVID 37333 39850 74440Y884 PGIM HIGH YIELD FUND 7336 7474 OTHER ALLOCABLE EXPENSE-PRINCI 188 188 0 OTHER ALLOCABLE EXPENSE-INCOME 188 188 0 AG FILING FEE 100 0 100 CTF ADJUSTMENT 176 TYE INCOME ADJUSTMENT 30 ROUNDING 3 FOREIGN TAXES 217 217 0 EXCISE TAX - PRIOR YEAR 668 0 0 FEDERAL ESTIMATES - PRINCIPAL 808 0 0 FOREIGN TAXES ON QUALIFIED FOR 144 144 0 FOREIGN TAXES ON NONQUALIFIED 83 83 0