Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ARTHUR H BOSS FB RI HOSPITAL
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 653067
  Room/suite
City or town
DALLAS
State or province
TX
Country  
ZIP or foreign postal code
752653067
A Employer identification number

05-6019099
B Telephone number (see instructions)

8888663275
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$527,790J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,513 11,347  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,148
b Gross sales price for all assets on line 6a 87,943
7 Capital gain net income (from Part IV, line 2)... 36,148
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 47,661 47,495  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,890 4,734   3,156
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,854 280   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
286 236   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,280 6,000 0 3,706
25 Contributions, gifts, grants paid....... 20,238 20,238
26 Total expenses and disbursements. Add lines 24 and 25 ................ 31,518 6,000 0 23,944
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,143
b Net investment income (if negative, enter -0-) 41,495
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 18,981 18,484 18,484
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 400,661 Click to see attachment
List of Attached Documents:
// Content
417,426 		509,306
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 419,642 435,910 527,790
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 419,642 435,910
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 419,642 435,910
30 Total liabilities and net assets/fund balances (see instructions). 419,642 435,910
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
419,642
2
Enter amount from Part I, line 27a .....................
2
16,143
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
134
4
Add lines 1, 2, and 3 ..........................
4
435,919
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
9
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
435,910
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 6.306 AGGREGATE BOND COMMON TRUST FUND   2012-11-23 2025-03-31
b 20.036 AGGREGATE BOND COMMON TRUST FUND   2012-11-30 2025-03-31
c 4.292 AGGREGATE BOND COMMON TRUST FUND   2012-12-14 2025-03-31
d 18.57 AGGREGATE BOND COMMON TRUST FUND   2013-02-08 2025-03-31
e 20.782 AGGREGATE BOND COMMON TRUST FUND   2013-11-30 2025-03-31
2.053 AGGREGATE BOND COMMON TRUST FUND   2016-10-14 2025-03-31
17.377 AGGREGATE BOND COMMON TRUST FUND   2017-01-31 2025-03-31
54.702 AGGREGATE BOND COMMON TRUST FUND   2019-01-31 2025-03-31
.826 AGGREGATE BOND COMMON TRUST FUND   2019-04-30 2025-03-31
54.849 AGGREGATE BOND COMMON TRUST FUND   2020-01-17 2025-03-31
10.612 AGGREGATE BOND COMMON TRUST FUND   2020-04-17 2025-03-31
7.998 AGGREGATE BOND COMMON TRUST FUND   2020-06-30 2025-03-31
25.5 AGGREGATE BOND COMMON TRUST FUND   2020-10-31 2025-03-31
48.312 AGGREGATE BOND COMMON TRUST FUND   2021-01-31 2025-03-31
10.338 AGGREGATE BOND COMMON TRUST FUND   2021-09-17 2025-03-31
16.702 AGGREGATE BOND COMMON TRUST FUND   2021-11-30 2025-03-31
57.784 AGGREGATE BOND COMMON TRUST FUND   2022-07-15 2025-03-31
2.075 AGGREGATE BOND COMMON TRUST FUND   2022-08-31 2025-03-31
47.441 AGGREGATE BOND COMMON TRUST FUND   2022-10-21 2025-03-31
31.538 AGGREGATE BOND COMMON TRUST FUND   2023-07-31 2025-03-31
23.72 AGGREGATE BOND COMMON TRUST FUND   2024-10-31 2025-03-31
.824 SMALL CAP GROWTH LEADERS CTF   2012-11-23 2025-03-31
1.548 SMALL CAP GROWTH LEADERS CTF   2012-11-30 2025-03-31
1.074 SMALL CAP GROWTH LEADERS CTF   2012-12-14 2025-03-31
.055 SMALL CAP GROWTH LEADERS CTF   2013-04-19 2025-03-31
1.091 SMALL CAP GROWTH LEADERS CTF   2019-01-31 2025-03-31
.748 SMALL CAP GROWTH LEADERS CTF   2020-01-17 2025-03-31
1.437 SMALL CAP GROWTH LEADERS CTF   2021-01-31 2025-03-31
2.2 SMALL CAP GROWTH LEADERS CTF   2022-05-31 2025-03-31
7.315 SMALL CAP GROWTH LEADERS CTF   2024-02-29 2025-03-31
.306 EMERGING MARKETS STOCK COMMON TRUST FD   2012-11-23 2025-03-31
.562 EMERGING MARKETS STOCK COMMON TRUST FD   2012-11-30 2025-03-31
.29 EMERGING MARKETS STOCK COMMON TRUST FD   2012-12-14 2025-03-31
.049 EMERGING MARKETS STOCK COMMON TRUST FD   2013-04-19 2025-03-31
1.204 EMERGING MARKETS STOCK COMMON TRUST FD   2014-02-28 2025-03-31
.174 EMERGING MARKETS STOCK COMMON TRUST FD   2016-10-14 2025-03-31
.461 EMERGING MARKETS STOCK COMMON TRUST FD   2018-11-30 2025-03-31
1.077 EMERGING MARKETS STOCK COMMON TRUST FD   2021-01-31 2025-03-31
.58 EMERGING MARKETS STOCK COMMON TRUST FD   2021-09-17 2025-03-31
1.035 EMERGING MARKETS STOCK COMMON TRUST FD   2022-05-31 2025-03-31
.359 EMERGING MARKETS STOCK COMMON TRUST FD   2022-10-21 2025-03-31
1.73 EMERGING MARKETS STOCK COMMON TRUST FD   2023-01-31 2025-03-31
.552 EMERGING MARKETS STOCK COMMON TRUST FD   2023-10-31 2025-03-31
.218 SMALL CAP VALUE COMMON TRUST FUND   2012-11-23 2025-03-31
.443 SMALL CAP VALUE COMMON TRUST FUND   2012-11-30 2025-03-31
.29 SMALL CAP VALUE COMMON TRUST FUND   2012-12-14 2025-03-31
.258 SMALL CAP VALUE COMMON TRUST FUND   2019-01-31 2025-03-31
.387 SMALL CAP VALUE COMMON TRUST FUND   2020-01-17 2025-03-31
.281 SMALL CAP VALUE COMMON TRUST FUND   2020-03-20 2025-03-31
.255 SMALL CAP VALUE COMMON TRUST FUND   2021-01-31 2025-03-31
.758 SMALL CAP VALUE COMMON TRUST FUND   2021-11-30 2025-03-31
2.59 SMALL CAP VALUE COMMON TRUST FUND   2024-02-29 2025-03-31
.227 DIVIDEND INCOME COMMON TRUST FUND   2012-11-23 2025-03-31
.235 DIVIDEND INCOME COMMON TRUST FUND   2012-11-30 2025-03-31
.094 DIVIDEND INCOME COMMON TRUST FUND   2012-12-14 2025-03-31
.119 DIVIDEND INCOME COMMON TRUST FUND   2013-02-08 2025-03-31
.059 DIVIDEND INCOME COMMON TRUST FUND   2013-09-30 2025-03-31
.107 DIVIDEND INCOME COMMON TRUST FUND   2019-06-30 2025-03-31
.065 DIVIDEND INCOME COMMON TRUST FUND   2020-03-20 2025-03-31
.208 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2025-03-31
303.012 PIMCO FOREIGN BD US$HD INSTL   2019-01-31 2025-03-31
48.68 PIMCO FOREIGN BD US$HD INSTL   2020-08-31 2025-03-31
52.876 PIMCO FOREIGN BD US$HD INSTL   2021-04-30 2025-03-31
472.113 PIMCO FOREIGN BD US$HD INSTL   2023-01-31 2025-03-31
96.916 PIMCO FOREIGN BD US$HD INSTL   2024-10-31 2025-03-31
77.78 SMALL CAP CORE COMMON TRUST FUND   2018-01-31 2025-03-31
19.26 SMALL CAP CORE COMMON TRUST FUND   2018-06-30 2025-03-31
33.132 SMALL CAP CORE COMMON TRUST FUND   2019-01-31 2025-03-31
3.563 SMALL CAP CORE COMMON TRUST FUND   2022-10-21 2025-03-31
7.385 SMALL CAP CORE COMMON TRUST FUND   2023-10-31 2025-03-31
4.725 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-01-31 2025-06-11
2.057 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-05-01 2025-06-11
1.119 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-07-01 2025-06-11
1.543 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2020-03-23 2025-06-11
3.206 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2022-06-01 2025-06-11
2.957 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2023-01-31 2025-06-11
1.195 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2025-03-31 2025-06-11
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2012-11-29 2025-06-11
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2013-02-28 2025-06-11
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2013-11-29 2025-06-11
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2014-12-31 2025-06-11
3. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-05-31 2025-06-11
8. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-01-31 2025-06-11
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-03-31 2025-06-11
3. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-01-17 2025-06-11
3. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-03-20 2025-06-11
5. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-08-31 2025-06-11
3. VANGUARD FTSE DEVELOPED MARKETS ETF   2022-10-21 2025-06-11
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2024-10-31 2025-06-11
4. VANGUARD FTSE DEVELOPED MARKETS ETF   2025-03-31 2025-06-11
14. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-06-11
4. VANGUARD RUSSELL 1000 ET GROWTH   2024-02-29 2025-06-11
2. VANGUARD RUSSELL 1000 ET GROWTH   2025-03-31 2025-06-11
2. VANGUARD 500 INDEX FUND SHS ETF   2016-01-08 2025-06-11
1. VANGUARD 500 INDEX FUND SHS ETF   2025-03-31 2025-06-11
1.384 MID CAP GROWTH COMMON TRUST FUND   2012-11-23 2025-06-13
3.393 MID CAP GROWTH COMMON TRUST FUND   2012-11-30 2025-06-13
1.187 MID CAP GROWTH COMMON TRUST FUND   2012-12-14 2025-06-13
1.992 MID CAP GROWTH COMMON TRUST FUND   2013-11-30 2025-06-13
3.297 MID CAP GROWTH COMMON TRUST FUND   2019-01-31 2025-06-13
2.724 MID CAP GROWTH COMMON TRUST FUND   2022-05-31 2025-06-13
1.33 MID CAP GROWTH COMMON TRUST FUND   2025-03-31 2025-06-13
.801 EMERGING MARKETS STOCK COMMON TRUST FD   2012-11-23 2025-09-30
1.47 EMERGING MARKETS STOCK COMMON TRUST FD   2012-11-30 2025-09-30
.759 EMERGING MARKETS STOCK COMMON TRUST FD   2012-12-14 2025-09-30
.129 EMERGING MARKETS STOCK COMMON TRUST FD   2013-04-19 2025-09-30
3.149 EMERGING MARKETS STOCK COMMON TRUST FD   2014-02-28 2025-09-30
.455 EMERGING MARKETS STOCK COMMON TRUST FD   2016-10-14 2025-09-30
1.207 EMERGING MARKETS STOCK COMMON TRUST FD   2018-11-30 2025-09-30
2.819 EMERGING MARKETS STOCK COMMON TRUST FD   2021-01-31 2025-09-30
1.519 EMERGING MARKETS STOCK COMMON TRUST FD   2021-09-17 2025-09-30
2.707 EMERGING MARKETS STOCK COMMON TRUST FD   2022-05-31 2025-09-30
.939 EMERGING MARKETS STOCK COMMON TRUST FD   2022-10-21 2025-09-30
4.526 EMERGING MARKETS STOCK COMMON TRUST FD   2023-01-31 2025-09-30
1.438 EMERGING MARKETS STOCK COMMON TRUST FD   2023-10-31 2025-09-30
9. VANGUARD FTSE EMERGING MARKETS ETF   2021-01-29 2025-09-30
2. VANGUARD FTSE EMERGING MARKETS ETF   2021-11-30 2025-09-30
1. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-09-30
1. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-09-30
2. VANGUARD FTSE EMERGING MARKETS ETF   2024-02-29 2025-09-30
13. VANGUARD FTSE EMERGING MARKETS ETF   2024-10-31 2025-09-30
7. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-09-30
1. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-09-30
2. VANGUARD RUSSELL 1000 ET GROWTH   2024-02-29 2025-09-30
1. VANGUARD RUSSELL 1000 ET GROWTH   2025-03-31 2025-09-30
1. VANGUARD 500 INDEX FUND SHS ETF   2016-01-08 2025-09-30
1. VANGUARD 500 INDEX FUND SHS ETF   2025-03-31 2025-09-30
39.502 LARGE CAP CORE COMMON TRUST FUND   2018-01-31 2025-09-30
17.674 LARGE CAP CORE COMMON TRUST FUND   2018-03-31 2025-09-30
12.266 LARGE CAP CORE COMMON TRUST FUND   2018-06-30 2025-09-30
24.786 LARGE CAP CORE COMMON TRUST FUND   2022-05-31 2025-09-30
16.292 LARGE CAP CORE COMMON TRUST FUND   2024-02-29 2025-09-30
16.532 LARGE CAP CORE COMMON TRUST FUND   2025-03-31 2025-09-30
15.655 SMALL CAP CORE COMMON TRUST FUND   2018-01-31 2025-09-30
3.876 SMALL CAP CORE COMMON TRUST FUND   2018-06-30 2025-09-30
6.668 SMALL CAP CORE COMMON TRUST FUND   2019-01-31 2025-09-30
.717 SMALL CAP CORE COMMON TRUST FUND   2022-10-21 2025-09-30
1.489 SMALL CAP CORE COMMON TRUST FUND   2023-10-31 2025-09-30
60.986 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-01-31 2025-10-31
26.55 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-05-01 2025-10-31
14.442 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-07-01 2025-10-31
19.913 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2020-03-23 2025-10-31
41.374 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2022-06-01 2025-10-31
38.165 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2023-01-31 2025-10-31
15.388 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2025-03-31 2025-10-31
1. VANGUARD 500 INDEX FUND SHS ETF   2025-03-31 2025-10-31
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2013-02-28 2025-12-10
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-05-31 2025-12-10
3. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-01-31 2025-12-10
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-03-31 2025-12-10
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-01-17 2025-12-10
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-03-20 2025-12-10
2. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-08-31 2025-12-10
1. VANGUARD FTSE DEVELOPED MARKETS ETF   2022-10-21 2025-12-10
2. VANGUARD FTSE DEVELOPED MARKETS ETF   2025-03-31 2025-12-10
1. VANGUARD 500 INDEX FUND SHS ETF   2016-01-08 2025-12-10
1. VANGUARD 500 INDEX FUND SHS ETF   2023-01-31 2025-12-10
.892 SMALL CAP VALUE COMMON TRUST FUND   2012-11-23 2025-12-12
1.812 SMALL CAP VALUE COMMON TRUST FUND   2012-11-30 2025-12-12
1.187 SMALL CAP VALUE COMMON TRUST FUND   2012-12-14 2025-12-12
1.059 SMALL CAP VALUE COMMON TRUST FUND   2019-01-31 2025-12-12
1.587 SMALL CAP VALUE COMMON TRUST FUND   2020-01-17 2025-12-12
1.152 SMALL CAP VALUE COMMON TRUST FUND   2020-03-20 2025-12-12
1.044 SMALL CAP VALUE COMMON TRUST FUND   2021-01-31 2025-12-12
3.105 SMALL CAP VALUE COMMON TRUST FUND   2021-11-30 2025-12-12
10.587 SMALL CAP VALUE COMMON TRUST FUND   2024-02-29 2025-12-12
1.742 DIVIDEND INCOME COMMON TRUST FUND   2012-11-23 2025-12-12
1.8 DIVIDEND INCOME COMMON TRUST FUND   2012-11-30 2025-12-12
.726 DIVIDEND INCOME COMMON TRUST FUND   2012-12-14 2025-12-12
.913 DIVIDEND INCOME COMMON TRUST FUND   2013-02-08 2025-12-12
.456 DIVIDEND INCOME COMMON TRUST FUND   2013-09-30 2025-12-12
.824 DIVIDEND INCOME COMMON TRUST FUND   2019-06-30 2025-12-12
.498 DIVIDEND INCOME COMMON TRUST FUND   2020-03-20 2025-12-12
1.561 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2025-12-12
4.302 INTERNATIONAL FOCUSED EQUITY CTF   2012-11-23 2025-12-12
5.895 INTERNATIONAL FOCUSED EQUITY CTF   2012-11-30 2025-12-12
3.312 INTERNATIONAL FOCUSED EQUITY CTF   2012-12-14 2025-12-12
10.976 INTERNATIONAL FOCUSED EQUITY CTF   2013-02-28 2025-12-12
5.773 INTERNATIONAL FOCUSED EQUITY CTF   2013-09-30 2025-12-12
5.08 INTERNATIONAL FOCUSED EQUITY CTF   2020-01-17 2025-12-12
7.169 INTERNATIONAL FOCUSED EQUITY CTF   2020-08-31 2025-12-12
1.804 INTERNATIONAL FOCUSED EQUITY CTF   2022-10-21 2025-12-12
1.775 INTERNATIONAL FOCUSED EQUITY CTF   2023-10-31 2025-12-12
2.574 INTERNATIONAL FOCUSED EQUITY CTF   2025-03-31 2025-12-12
19.769 LARGE CAP CORE COMMON TRUST FUND   2018-01-31 2025-12-12
8.845 LARGE CAP CORE COMMON TRUST FUND   2018-03-31 2025-12-12
6.138 LARGE CAP CORE COMMON TRUST FUND   2018-06-30 2025-12-12
12.404 LARGE CAP CORE COMMON TRUST FUND   2022-05-31 2025-12-12
8.153 LARGE CAP CORE COMMON TRUST FUND   2024-02-29 2025-12-12
8.275 LARGE CAP CORE COMMON TRUST FUND   2025-03-31 2025-12-12
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 96   103 -7
b 304   327 -23
c 65   70 -5
d 282   299 -17
e 315   329 -14
31   33 -2
263   275 -12
829   863 -34
13   13  
832   909 -77
161   179 -18
121   135 -14
387   424 -37
733   803 -70
157   170 -13
253   273 -20
876   837 39
31   30 1
719   638 81
478   456 22
360   357 3
40   38 2
75   71 4
52   49 3
3   3  
53   55 -2
36   40 -4
70   83 -13
107   88 19
354   397 -43
19   21 -2
34   38 -4
18   20 -2
3   3  
73   83 -10
11   13 -2
28   32 -4
65   84 -19
35   38 -3
63   51 12
22   17 5
105   100 5
33   31 2
11   11  
23   23  
15   15  
13   14 -1
20   21 -1
14   12 2
13   15 -2
39   41 -2
132   139 -7
27   30 -3
28   31 -3
11   12 -1
14   16 -2
7   8 -1
13   14 -1
8   8  
25   27 -2
2,985   3,263 -278
480   531 -51
521   575 -54
4,650   4,480 170
955   958 -3
1,006   1,030 -24
249   261 -12
429   419 10
46   40 6
96   82 14
367   224 143
160   109 51
87   60 27
120   64 56
249   175 74
229   152 77
93   83 10
57   34 23
57   36 21
57   41 16
57   38 19
170   110 60
453   303 150
57   39 18
170   134 36
170   91 79
283   210 73
170   111 59
57   50 7
227   202 25
1,486   831 655
425   341 84
212   183 29
1,112   355 757
556   506 50
109   99 10
268   243 25
94   85 9
157   150 7
260   247 13
215   161 54
105   91 14
61   61  
111   112 -1
57   59 -2
10   10  
238   245 -7
34   37 -3
91   94 -3
213   244 -31
115   114 1
205   157 48
71   53 18
342   303 39
109   93 16
487   466 21
108   98 10
54   42 12
54   42 12
108   82 26
703   603 100
840   416 424
120   59 61
240   171 69
120   91 29
610   178 432
610   506 104
1,002   878 124
448   380 68
311   268 43
629   535 94
413   409 4
420   394 26
245   220 25
61   56 5
105   90 15
11   9 2
23   18 5
5,096   2,896 2,200
2,219   1,404 815
1,207   770 437
1,664   823 841
3,457   2,259 1,198
3,189   1,961 1,228
1,286   1,073 213
629   506 123
62   36 26
62   37 25
186   114 72
62   39 23
62   45 17
62   30 32
124   84 40
62   37 25
124   101 23
628   178 450
628   371 257
57   51 6
117   105 12
76   68 8
68   62 6
102   97 5
74   56 18
67   68 -1
200   186 14
681   630 51
242   243 -1
250   251 -1
101   101  
127   129 -2
63   66 -3
115   117 -2
69   63 6
217   218 -1
96   80 16
131   110 21
74   62 12
244   210 34
128   116 12
113   111 2
159   161 -2
40   31 9
39   34 5
57   55 2
512   443 69
229   192 37
159   135 24
322   270 52
211   206 5
215   199 16
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
      2,799
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -7
b       -23
c       -5
d       -17
e       -14
      -2
      -12
      -34
       
      -77
      -18
      -14
      -37
      -70
      -13
      -20
      39
      1
      81
      22
      3
      2
      4
      3
       
      -2
      -4
      -13
      19
      -43
      -2
      -4
      -2
       
      -10
      -2
      -4
      -19
      -3
      12
      5
      5
      2
       
       
       
      -1
      -1
      2
      -2
      -2
      -7
      -3
      -3
      -1
      -2
      -1
      -1
       
      -2
      -278
      -51
      -54
      170
      -3
      -24
      -12
      10
      6
      14
      143
      51
      27
      56
      74
      77
      10
      23
      21
      16
      19
      60
      150
      18
      36
      79
      73
      59
      7
      25
      655
      84
      29
      757
      50
      10
      25
      9
      7
      13
      54
      14
       
      -1
      -2
       
      -7
      -3
      -3
      -31
      1
      48
      18
      39
      16
      21
      10
      12
      12
      26
      100
      424
      61
      69
      29
      432
      104
      124
      68
      43
      94
      4
      26
      25
      5
      15
      2
      5
      2,200
      815
      437
      841
      1,198
      1,228
      213
      123
      26
      25
      72
      23
      17
      32
      40
      25
      23
      450
      257
      6
      12
      8
      6
      5
      18
      -1
      14
      51
      -1
      -1
       
      -2
      -3
      -2
      6
      -1
      16
      21
      12
      34
      12
      2
      -2
      9
      5
      2
      69
      37
      24
      52
      5
      16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 36,148
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 577
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 577
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 577
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,120
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 543
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax543 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
RI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofBANK OF AMERICA NA Telephone no. (888) 866-3275

Located atPO BOX 653067DALLASTX ZIP+4752653067
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA TRUSTEE
1 		7,890    
PO BOX 653067
DALLAS,TX752653067
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
490,163
b
Average of monthly cash balances.......................
1b
16,539
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
506,702
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
506,702
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,601
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
499,101
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
24,955
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
24,955
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
577
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
577
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,378
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
24,378
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
24,378
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
23,944
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
23,944
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 24,378
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 3,346
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 23,944
a Applied to 2024, but not more than line 2a 3,346
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 20,598
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		3,780
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

R I HOSPITAL FOUNDATION

JULIANN SOUSA CPA DEV OFFICE
PROVIDENCE,RI029034923 		NONE   UNRESTRICTED GENERAL 20,238
Total ................................. 3a 20,238
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 11,513  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 36,148  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   47,661  
13Total. Add line 12, columns (b), (d), and (e)..................
13
47,661
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ARTHUR H BOSS FB RI HOSPITAL
EIN:
05-6019099
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250 750   500

TY 2025 GeneralExplanationAttachment
Name:
ARTHUR H BOSS FB RI HOSPITAL
EIN:
05-6019099
Identifier Return Reference Explanation
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.

TY 2025 InvestmentsCorpStockSchedule
Name:
ARTHUR H BOSS FB RI HOSPITAL
EIN:
05-6019099
Name of Stock End of Year Book Value End of Year Fair Market Value
464287507 ISHARES CORE S&P MID 9,416 21,120
921943858 VANGUARD FTSE DEVELO 23,206 36,670
922042858 VANGUARD FTSE EMERGI 18,372 20,698
202671913 AGGREGATE BOND COMMO 78,763 77,581
207543877 SMALL CAP GROWTH LEA 13,342 14,863
29099J109 EMERGING MARKETS STO 20,007 21,449
303995997 SMALL CAP VALUE COMM 13,283 14,161
323991307 MID CAP GROWTH COMMO 16,203 16,985
45399C107 DIVIDEND INCOME COMM 23,245 23,090
99Z466197 INTERNATIONAL FOCUSE 32,319 36,305
922908363 VANGUARD 500 INDEX F 16,279 45,153
99Z639934 LARGE CAP CORE COMMO 39,186 44,915
99Z639942 MID CAP CORE COMMON 18,293 20,990
99Z639959 SMALL CAP CORE COMMO 11,828 13,542
693390882 PIMCO INTERNATIONAL    
74440Y884 PGIM HIGH YIELD FUND 4,651 4,738
99Z665806 MID CAP VALUE COMMON 17,685 18,166
52469H255 CLEARBRIDGE LARGE CA    
74256W584 PRINCIPAL MIDCAP FUN 7,803 13,391
92206C680 VANGUARD RUSSELL 100 30,607 40,908
09251M801 BLACKROCK EQTY DIVID 22,938 24,581

TY 2025 OtherDecreasesSchedule
Name:
ARTHUR H BOSS FB RI HOSPITAL
EIN:
05-6019099
Description Amount
ROUNDING 9


TY 2025 OtherExpensesSchedule
Name:
ARTHUR H BOSS FB RI HOSPITAL
EIN:
05-6019099
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 118 118   0
OTHER ALLOCABLE EXPENSE-INCOME 118 118   0
AG FILING FEE 50 0   50


TY 2025 OtherIncreasesSchedule
Name:
ARTHUR H BOSS FB RI HOSPITAL
EIN:
05-6019099
Description Amount
CTF ADJUSTMENT 114
INCOME ADJUSTMENT 20


TY 2025 TaxesSchedule
Name:
ARTHUR H BOSS FB RI HOSPITAL
EIN:
05-6019099
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 139 139   0
EXCISE TAX - PRIOR YEAR 454 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,120 0   0
FOREIGN TAXES ON QUALIFIED FOR 89 89   0
FOREIGN TAXES ON NONQUALIFIED 52 52   0