2026-04-21T08:02:04-05:00 2025-12-31 990PF 2025-01-01 066068157 JUDE TREADWELL L TUA FBO YNHH TREA 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 2772862 X 59208 58313 179454 465001 179454 0 238662 237767 32124 19274 12849 0 0 0 0 0 0 1250 750 0 500 0 0 8869 1478 0 0 0 0 0 0 0 1254 1254 43497 22756 0 13349 113172 113172 156669 22756 0 126521 81993 215011 0 38025 45853 45853 0 0 0 2110112 2184957 2727009 0 2148137 2230810 2772862 0 X 2148137 2230810 2148137 2230810 2148137 2230810 2148137 81993 681 2230811 1 2230810 49. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-02-24 5061 4177 884 884 11. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-02-24 6050 4084 1966 1966 348.523 INTERNATIONAL FOCUSED EQUITY CTF 2013-04-19 2025-02-28 6677 5602 1075 1075 327.85 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-02-28 7347 7302 45 45 591.922 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-03-31 8975 9676 -701 -701 377.192 AGGREGATE BOND COMMON TRUST FUND 2021-02-21 2025-03-31 5719 6140 -421 -421 681.702 AGGREGATE BOND COMMON TRUST FUND 2013-04-19 2025-03-31 10336 11088 -752 -752 240.302 AGGREGATE BOND COMMON TRUST FUND 2021-03-05 2025-03-31 3644 3894 -250 -250 594.663 AGGREGATE BOND COMMON TRUST FUND 2014-12-05 2025-03-31 9016 9569 -553 -553 79.116 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 3831 4292 -461 -461 43.482 EMERGING MARKETS STOCK COMMON TRUST FD 2013-04-19 2025-03-31 2635 3011 -376 -376 76.031 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 3871 4088 -217 -217 484.894 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 4776 4791 -15 -15 125.869 PIMCO FOREIGN BD US$HD INSTL 2022-12-02 2025-03-31 1240 1220 20 20 2390.964 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 23551 22690 861 861 2143.135 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 21110 20038 1072 1072 874.126 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 11311 11570 -259 -259 69.933 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-06-10 5447 4879 568 568 187. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-06-10 10542 9463 1079 1079 91. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-06-10 9581 8308 1273 1273 10. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-06-10 1053 853 200 200 15. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-06-10 8299 7592 707 707 77.217 MID CAP GROWTH COMMON TRUST FUND 2013-04-19 2025-06-13 6091 5615 476 476 280.483 INTERNATIONAL FOCUSED EQUITY CTF 2025-03-31 2025-06-13 5817 5612 205 205 21.102 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-06-13 475 471 4 4 182.983 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-06-13 4121 3850 271 271 109.47 EMERGING MARKETS STOCK COMMON TRUST FD 2013-04-19 2025-09-30 8273 8551 -278 -278 132. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-09-30 7142 6832 310 310 19. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-09-30 2279 1620 659 659 412.955 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-09-30 10479 9845 634 634 20.876 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 1744 1456 288 288 70.985 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2025-10-31 5932 3648 2284 2284 210.164 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 17561 10751 6810 6810 865.573 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-02-08 2025-10-31 72327 41256 31071 31071 1. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-11-12 628 506 122 122 11. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-11-12 6906 4084 2822 2822 6. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-12-10 3766 2228 1538 1538 4. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-12-10 2511 1483 1028 1028 102.919 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-12-12 6619 6128 491 491 297.903 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-12-12 7722 7153 569 569 9.221 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-12-12 151 131 20 20 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 CAPITAL GAIN DIVIDENDS P 14999 179454 2989 0 2989 0 2989 5224 0 0 5224 0 2235 2235 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 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 32124 NONE 0 NONE 0 2603612 44035 0 2647647 0 0 2647647 39715 2607932 130397 130397 2989 2989 127408 0 127408 0 127408 126521 0 0 0 0 126521 127408 24736 0 0 0 0 0 0 0 126521 24736 0 0 101785 0 0 0 0 0 0 0 0 25623 0 0 0 0 0 0 0 0 X YALE NEW HAVEN HOSPITAL 20 YORK STREET NEW HAVEN CT 065103220 N/A PC UNRESTRICTED GENERAL 113172 113172 14 59208 18 179454 238662 238662 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 43638 111672 921943858 VANGUARD FTSE DEVELO 122600 198530 922042858 VANGUARD FTSE EMERGI 97413 110100 202671913 AGGREGATE BOND COMMO 405674 413313 207543877 SMALL CAP GROWTH LEA 68891 78744 29099J109 EMERGING MARKETS STO 100613 114137 303995997 SMALL CAP VALUE COMM 68282 75903 323991307 MID CAP GROWTH COMMO 87588 90780 45399C107 DIVIDEND INCOME COMM 131436 129047 99Z466197 INTERNATIONAL FOCUSE 165743 192093 922908363 VANGUARD 500 INDEX F 87979 241445 99Z639934 LARGE CAP CORE COMMO 205068 240423 99Z639942 MID CAP CORE COMMON 97980 112671 99Z639959 SMALL CAP CORE COMMO 63845 73950 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 92936 96547 46429B697 ISHARES EDGE MSCI MI 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 44789 74696 92206C680 VANGUARD RUSSELL 100 155222 218663 09251M801 BLACKROCK EQTY DIVID 120627 129196 74440Y884 PGIM HIGH YIELD FUND 24633 25099 ROUNDING 1 OTHER ALLOCABLE EXPENSE-PRINCI 627 627 0 OTHER ALLOCABLE EXPENSE-INCOME 627 627 0 TAX EFFECTIVE INCOME ADJUSTMENT 61 CTF ADJUSTMENT 620 FOREIGN TAXES 726 726 0 EXCISE TAX - PRIOR YEAR 2167 0 0 FEDERAL ESTIMATES - PRINCIPAL 5224 0 0 FOREIGN TAXES ON QUALIFIED FOR 477 477 0 FOREIGN TAXES ON NONQUALIFIED 275 275 0