2026-04-21T08:01:46-05:00 2025-12-31 990PF 2025-01-01 066030833 WILLIAMS A W C UW FBO HTFD HOSP HART 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 374936 X 8102 7981 24418 60942 24418 0 32520 32399 4973 2984 1989 0 0 0 0 0 0 1250 750 0 500 0 0 840 197 0 0 0 0 0 0 0 168 168 7231 4099 0 2489 14644 14644 21875 4099 0 17133 10645 28300 0 10826 13209 13209 0 0 0 273649 281997 361727 0 284475 295206 374936 0 X 284475 295206 284475 295206 284475 295206 284475 10645 86 295206 0 295206 180.449 AGGREGATE BOND COMMON TRUST FUND 2012-08-24 2025-03-31 2736 2943 -207 -207 151.59 AGGREGATE BOND COMMON TRUST FUND 2021-03-31 2025-03-31 2298 2445 -147 -147 11.141 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 539 604 -65 -65 5.847 EMERGING MARKETS STOCK COMMON TRUST FD 2012-08-24 2025-03-31 354 375 -21 -21 17.415 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 887 936 -49 -49 63.106 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 622 623 -1 -1 336.331 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 3313 3192 121 121 287.084 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 2828 2684 144 144 98.111 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 1270 1299 -29 -29 9.942 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-06-11 772 694 78 78 1.11 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-06-11 86 57 29 29 23. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-06-11 1302 1164 138 138 5. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-06-11 531 456 75 75 8. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-06-11 849 682 167 167 12.179 MID CAP GROWTH COMMON TRUST FUND 2012-08-24 2025-06-13 961 874 87 87 15.505 EMERGING MARKETS STOCK COMMON TRUST FD 2012-08-24 2025-09-30 1172 1132 40 40 19. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-09-30 1028 983 45 45 9. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 1080 767 313 313 3. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-09-30 1829 1114 715 715 47.44 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-09-30 1204 1191 13 13 40.932 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-09-30 1039 976 63 63 29.282 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-09-30 459 412 47 47 1.992 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-10-31 166 102 64 64 32.927 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 2751 1684 1067 1067 119.159 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 9957 5659 4298 4298 6. ISHARES CORE S&P MID CAP ETF 2025-03-31 2025-11-28 397 346 51 51 15. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-11-28 920 759 161 161 1. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-11-28 626 371 255 255 1. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-11-28 626 369 257 257 67.551 AGGREGATE BOND COMMON TRUST FUND 2021-03-31 2025-11-30 1043 1090 -47 -47 9.217 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-11-30 575 541 34 34 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 CAPITAL GAIN DIVIDENDS P 1978 24418 393 0 393 0 393 352 0 0 352 0 41 0 0 false false false false false false false true true CT 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 N A PO BOX 653067 DALLAS TX 752653067 UNDER TRUSTEE 1 4973 NONE 0 NONE 0 348222 9651 0 357873 0 0 357873 5368 352505 17625 17625 393 393 17232 0 17232 0 17232 17133 0 0 0 0 17133 17232 2639 0 0 0 0 0 0 0 17133 2639 0 0 14494 0 0 0 0 0 0 0 0 2738 0 0 0 0 0 0 0 0 X HARTFORD HOSPITAL PO BOX 5037 HARTFORD CT 061025037 N/A PC UNRESTRICTED GENERAL 14644 14644 14 8102 18 24418 32520 32520 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 4531 14520 921943858 VANGUARD FTSE DEVELO 14105 25675 202671913 AGGREGATE BOND COMMO 52866 53843 207543877 SMALL CAP GROWTH LEA 9054 10506 29099J109 EMERGING MARKETS STO 13144 15159 303995997 SMALL CAP VALUE COMM 9263 10405 323991307 MID CAP GROWTH COMMO 11505 12067 45399C107 DIVIDEND INCOME COMM 17322 17209 99Z466197 INTERNATIONAL FOCUSE 21833 26440 922042858 VANGUARD FTSE EMERGI 12870 14623 922908363 VANGUARD 500 INDEX F 9254 31984 99Z639934 LARGE CAP CORE COMMO 28190 32944 99Z639942 MID CAP CORE COMMON 12906 14842 99Z639959 SMALL CAP CORE COMMO 7858 9425 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 12176 12944 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 4875 9442 92206C680 VANGUARD RUSSELL 100 20747 28976 09251M801 BLACKROCK EQTY DIVID 16211 17374 74440Y884 PGIM HIGH YIELD FUND 3287 3349 OTHER ALLOCABLE EXPENSE-PRINCI 84 84 0 OTHER ALLOCABLE EXPENSE-INCOME 84 84 0 CTF ADJUSTMENT 80 TYE INCOME ADJUSTMENT 6 FOREIGN TAXES 98 98 0 EXCISE TAX - PRIOR YEAR 291 0 0 FEDERAL ESTIMATES - PRINCIPAL 352 0 0 FOREIGN TAXES ON QUALIFIED FOR 63 63 0 FOREIGN TAXES ON NONQUALIFIED 36 36 0