2026-04-21T08:01:54-05:00 2025-12-31 990PF 2025-01-01 066037530 GOULDEN WM&E MEM UW STAMFORD HSP GOUL 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 326797 X 7076 6970 20560 50028 20560 0 27636 27530 4699 2819 1880 0 0 0 0 0 2467 0 0 2467 1250 750 0 500 0 0 742 173 0 0 0 0 0 0 0 146 146 9304 3888 0 4847 11941 11941 21245 3888 0 16788 6391 23642 0 12139 8744 8744 0 0 0 240581 250459 318053 0 252720 259203 326797 0 X 252720 259203 252720 259203 252720 259203 252720 6391 92 259203 0 259203 25.086 AGGREGATE BOND COMMON TRUST FUND 2021-01-31 2025-03-31 380 417 -37 -37 96.234 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2025-03-31 1459 1595 -136 -136 161.033 AGGREGATE BOND COMMON TRUST FUND 2013-11-30 2025-03-31 2442 2550 -108 -108 9.056 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 438 491 -53 -53 8.943 SMALL CAP VALUE COMMON TRUST FUND 2024-10-31 2025-03-31 455 503 -48 -48 4.084 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 208 220 -12 -12 50.293 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 495 497 -2 -2 295.643 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 2912 2806 106 106 251.091 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 2473 2348 125 125 104.247 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 1349 1380 -31 -31 18. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-08-07 1037 911 126 126 5. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-08-07 570 456 114 114 14. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-08-07 1596 1194 402 402 1. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-08-07 581 506 75 75 2. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-08-07 1162 743 419 419 64.542 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-08-08 1563 1524 39 39 2.028 EMERGING MARKETS STOCK COMMON TRUST FD 2013-05-31 2025-09-30 153 157 -4 -4 16.122 EMERGING MARKETS STOCK COMMON TRUST FD 2013-09-30 2025-09-30 1218 1228 -10 -10 5.803 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-09-30 352 327 25 25 9.87 MID CAP GROWTH COMMON TRUST FUND 2005-04-22 2025-09-30 829 773 56 56 5.893 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-09-30 478 411 67 67 16. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-09-30 866 828 38 38 32.553 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-09-30 510 458 52 52 4.981 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 416 347 69 69 27.682 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 2313 1416 897 897 105.371 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 8805 5004 3801 3801 15.005 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-10-31 391 378 13 13 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 CAPITAL GAIN DIVIDENDS P 1726 20560 329 0 329 0 329 308 0 0 308 0 21 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 PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 4699 NONE 0 NONE 0 303749 8797 0 312546 0 0 312546 4688 307858 15393 15393 329 329 15064 0 15064 0 15064 16788 0 0 0 0 16788 15064 1406 0 0 0 0 0 0 0 16788 1406 0 0 15064 318 0 0 318 0 0 0 0 0 0 0 318 0 0 0 0 318 X STAMFORD HEALTH FOUNDATION 1351 WASHINGTON BLVD STAMFORD CT 069022448 N/A PC UNRESTRICTED GENERAL 11941 11941 14 7076 18 20560 27636 27636 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. 202671913 AGGREGATE BOND COMMO 46985 47809 323991307 MID CAP GROWTH COMMO 10041 10539 464287507 ISHARES CORE S&P MID 4917 13002 921943858 VANGUARD FTSE DEVELO 13606 23301 207543877 SMALL CAP GROWTH LEA 7942 9158 29099J109 EMERGING MARKETS STO 11655 13212 303995997 SMALL CAP VALUE COMM 8288 9212 45399C107 DIVIDEND INCOME COMM 15223 14977 99Z466197 INTERNATIONAL FOCUSE 19922 23040 922042858 VANGUARD FTSE EMERGI 11150 12741 922908363 VANGUARD 500 INDEX F 8559 28848 99Z639934 LARGE CAP CORE COMMO 24501 28650 99Z639942 MID CAP CORE COMMON 11225 12908 99Z639959 SMALL CAP CORE COMMO 7032 8097 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 10305 11234 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 4225 8212 92206C680 VANGUARD RUSSELL 100 18024 25202 09251M801 BLACKROCK EQTY DIVID 13994 14992 74440Y884 PGIM HIGH YIELD FUND 2865 2919 LEGAL FEES -PRIN 235 235 LEGAL FEES-INC 235 235 LEGAL FEES - CHARITABLE 1997 1997 OTHER ALLOCABLE EXPENSE-PRINCI 73 73 0 OTHER ALLOCABLE EXPENSE-INCOME 73 73 0 TYE INC ADJUSTMENT 22 CTF ADJUSTMENT 70 FOREIGN TAXES 85 85 0 EXCISE TAX - PRIOR YEAR 261 0 0 FEDERAL ESTIMATES - PRINCIPAL 308 0 0 FOREIGN TAXES ON QUALIFIED FOR 56 56 0 FOREIGN TAXES ON NONQUALIFIED 32 32 0