2026-04-21T08:01:47-05:00 2025-12-31 990PF 2025-01-01 046367929 CHARLES A HIRSCH TRUST HIRS 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 399421 X 8647 8518 25148 62110 25148 0 33795 33666 5298 3179 2119 0 0 0 0 0 0 1250 750 0 500 0 0 678 212 0 0 0 0 0 0 0 213 178 35 7439 4319 0 2654 15996 15996 23435 4319 0 18650 10360 29347 0 13628 10825 10825 0 0 0 288645 301912 388596 0 302273 312737 399421 0 X 302273 312737 302273 312737 302273 312737 302273 10360 104 312737 0 312737 7.905 AGGREGATE BOND COMMON TRUST FUND 2021-01-31 2025-03-31 120 131 -11 -11 104.099 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2025-03-31 1578 1726 -148 -148 43.923 AGGREGATE BOND COMMON TRUST FUND 2020-07-03 2025-03-31 666 727 -61 -61 35.199 AGGREGATE BOND COMMON TRUST FUND 2019-06-30 2025-03-31 534 577 -43 -43 237.595 AGGREGATE BOND COMMON TRUST FUND 2012-06-22 2025-03-31 3602 3858 -256 -256 25.668 AGGREGATE BOND COMMON TRUST FUND 2012-05-25 2025-03-31 389 415 -26 -26 10.502 EMERGING MARKETS STOCK COMMON TRUST FD 2012-06-22 2025-03-31 636 640 -4 -4 .282 DIVIDEND INCOME COMMON TRUST FUND 2012-06-22 2025-03-31 34 37 -3 -3 78.978 PIMCO FOREIGN BD US$HD INSTL 2024-11-15 2025-03-31 778 785 -7 -7 362.209 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 3568 3437 131 131 304.742 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 3002 2849 153 153 19. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-03-31 850 983 -133 -133 50.97 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 660 675 -15 -15 26. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-06-17 1457 1316 141 141 8. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-06-17 842 730 112 112 6. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-06-17 631 512 119 119 1. VANGUARD 500 INDEX FUND SHS ETF 2025-03-31 2025-06-17 552 506 46 46 1. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-06-17 552 371 181 181 16.006 EMERGING MARKETS STOCK COMMON TRUST FD 2012-06-22 2025-09-30 1210 1118 92 92 10.216 MID CAP GROWTH COMMON TRUST FUND 2012-06-22 2025-09-30 858 794 64 64 4.805 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-09-30 390 335 55 55 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 2. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-09-30 1220 743 477 477 34.02 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2025-09-30 863 854 9 9 58.878 LARGE CAP CORE COMMON TRUST FUND 2025-03-31 2025-09-30 1494 1404 90 90 39.821 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-09-30 624 561 63 63 11.232 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-10-31 676 649 27 27 10.439 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2025-03-31 2025-10-31 872 728 144 144 34.491 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2020-04-20 2025-10-31 2882 1764 1118 1118 126.052 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2019-01-31 2025-10-31 10533 5987 4546 4546 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 CAPITAL GAIN DIVIDENDS P 2110 25148 408 0 408 0 408 336 0 0 336 0 72 0 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 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 5298 NONE 0 NONE 0 370702 10474 0 381176 0 0 381176 5718 375458 18773 18773 408 408 18365 0 18365 0 18365 18650 0 0 0 0 18650 18365 2828 0 0 0 0 0 0 0 18650 2828 0 0 15822 0 0 0 0 0 0 0 0 2543 0 0 0 0 0 0 0 0 NA NA X HEBREW REHABILITATION CENTER 1200 CENTRE STREET ROSLINDALE MA 021311011 N/A PC UNRESTRICTED GENERAL 7998 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 100215003 N/A PC UNRESTRICTED GENERAL 7998 15996 14 8647 18 25148 33795 33795 false false false false false false false false false false TAX PREPARATION FEE 1250 750 500 BANK OF AMERICA SEE ATTACHED STATEMENT 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 5222 15840 921943858 VANGUARD FTSE DEVELO 15555 28236 202671913 AGGREGATE BOND COMMO 57401 58483 207543877 SMALL CAP GROWTH LEA 9691 11286 29099J109 EMERGING MARKETS STO 13811 16167 303995997 SMALL CAP VALUE COMM 9882 11140 323991307 MID CAP GROWTH COMMO 12177 12876 45399C107 DIVIDEND INCOME COMM 18224 18272 99Z466197 INTERNATIONAL FOCUSE 22754 28118 922042858 VANGUARD FTSE EMERGI 13519 15590 922908363 VANGUARD 500 INDEX F 10527 35119 99Z639934 LARGE CAP CORE COMMO 30000 35107 99Z639942 MID CAP CORE COMMON 13768 15795 99Z639959 SMALL CAP CORE COMMO 8362 9914 693390882 PIMCO INTERNATIONAL 74440Y884 PGIM HIGH YIELD FUND 3499 3565 99Z665806 MID CAP VALUE COMMON 12992 13888 52469H255 CLEARBRIDGE LARGE CA 74256W584 PRINCIPAL MIDCAP FUN 5539 10216 92206C680 VANGUARD RUSSELL 100 22033 30803 09251M801 BLACKROCK EQTY DIVID 16956 18181 OTHER ALLOCABLE EXPENSE-PRINCI 89 89 0 OTHER ALLOCABLE EXPENSE-INCOME 89 89 0 AG FILING FEE 35 0 35 INCOME ADJUSTMENT 23 CTF ADJUSTMENT 79 ROUNDING ADJUSTMENT 2 FOREIGN TAXES 105 105 0 EXCISE TAX - PRIOR YEAR 130 0 0 FEDERAL ESTIMATES - PRINCIPAL 336 0 0 FOREIGN TAXES ON QUALIFIED FOR 68 68 0 FOREIGN TAXES ON NONQUALIFIED 39 39 0