2026-09-01T18:01:12-04:00 2026-04-30 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990PF 2025-05-01 136047421 TR UW A AND AL SINSHEIMER FOUNDATION SINS 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC ExecDirector 8004962583 2026-08-10 true HEATHER A HAWES P01379658 7327679100 2026-08-10 2025 X 16293174 X 335711 335711 346004 1751574 346004 0 681715 681715 145920 76093 69827 0 0 0 0 0 0 0 0 7924 0 0 0 0 0 0 0 750 750 154594 76093 0 70577 625000 625000 779594 76093 0 695577 -97879 605622 0 23364 25468 25468 129080 98507 98507 0 0 0 5916620 5713094 12614374 1706240 1840355 1794782 729961 729961 1760043 8505265 8407385 16293174 0 X 8505265 8407385 8505265 8407385 8505265 8407385 8505265 -97879 0 8407386 1 8407385 155.64 FIDELITY 500 INDEX FUND 2024-11-27 2025-05-29 32007 32485 -478 -478 420. ISHARES MISCI EAFE INDEX FUND 2016-02-12 2025-05-29 37244 21798 15446 15446 562. JPMORGAN BETABUILDERS JAPAN ETF 2021-02-01 2025-05-29 34043 31536 2507 2507 9282.346 SIX CIRCLES INTL UNCON EQ 2024-11-27 2025-05-29 118257 103127 15130 15130 3451.271 SIX CIRCLES INTL UNCON EQ 2021-10-25 2025-05-29 43969 38689 5280 5280 419.66 FIDELITY INTL INDX 2023-01-25 2025-09-15 25154 18801 6353 6353 1413.783 FIDELITY 500 INDEX FUND 2025-09-15 325651 293107 32544 32544 223.724 FIDELITY 500 INDEX FUND 2023-12-13 2025-09-15 51533 36666 14867 14867 267. JPMORGAN BETABUILDERS JAPAN ETF 2025-09-15 17944 14266 3678 3678 222. JPMORGAN BETABUILDERS CANADA 2019-03-28 2025-09-15 19293 10596 8697 8697 399. JPMORGAN BETABUILDERS DEVELO 2021-02-01 2025-09-15 23164 22061 1103 1103 6466.612 SIX CIRCLES US UNCONSTR EQ 2025-09-15 128362 113524 14838 14838 1966.337 SIX CIRCLES US UNCONSTR EQ 2023-06-26 2025-09-15 39032 26231 12801 12801 815.451 FIDELITY 500 INDEX FUND 2025-10-17 188826 124720 64106 64106 3788.277 SIX CIRCLES CREDIT OPPORT 2025-05-29 2025-10-17 34322 33602 720 720 25395.346 SIX CIRCLES CREDIT OPPORT 2025-10-17 230082 224028 6054 6054 386. VANGUARD MORTGAGE-BACKED SEC 2024-11-27 2025-10-17 18248 17858 390 390 5241. VANGUARD MORTGAGE-BACKED SEC 2024-11-27 2025-10-17 247752 242475 5277 5277 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 CAPITAL GAIN DIVIDENDS P 136691 346004 8418 0 8418 0 8418 6876 0 0 6876 X 0 1542 0 0 false false false false false false false true true NY true false false false false true JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 false false false false true false false false false false false false false false false false false false false false false false JP MORGAN CHASE BANK NA 10 S DEARBORN IL1-0111 CHICAGO IL 60603 TRUSTEE 10 145920 NONE 0 NONE 0 15148016 213881 0 15361897 0 0 15361897 230428 15131469 756573 756573 8418 8418 748155 0 748155 0 748155 695577 0 0 0 0 695577 748155 618489 0 0 0 0 0 0 0 695577 618489 0 0 77088 0 0 0 0 0 0 0 0 671067 0 0 0 0 0 0 0 0 Roman Jackson Associate JPMorgan 270 PARK AVE FL 16 NEW YORK NY 10017 2124642073 NONE@JPMORGAN.COM SINSHEIMER SCHOLAR AWARDS APPLICATION FORM FEBRUARY 15 TO BE CONSIDERED BY APRIL 30 MEDICAL STUDENTS IN MEDICAL SCHOOLS IN METROPOLITAN NEW YORK ROCKEFELLER UNIVERSITY 1230 YORK AVE New York NY 10065 NONE PC GENERAL 125000 ALBERT EINSTEIN COLLEGE OF MEDICINE 500 W 185TH ST NEW YORK NY 10033 NONE PC GENERAL 125000 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 1468 MADISON AVE NEW YORK NY 10029 NONE PC GENERAL 125000 RESEARCH FOUNDATION FOR SUNY PO BOX 9 Albany NY 122010009 NONE PC GENERAL 250000 625000 14 335711 18 346004 681715 681715 false false false false false false false false false false 83002G702 SIX CIRCLES GLOBAL B 640181 587837 83002G884 SIX CIRCLES CREDIT O 291614 301944 921937835 VANGUARD TOTAL BOND 39154 38808 92203J407 VANGUARD TOTAL INTL 434952 426252 92206C870 VANGUARD INT-TERM CO 134994 141011 92206C771 VANGUARD MORTGAGE-BA 147863 150440 46429B267 ISHARES US TREASURY 151597 148490 464287465 ISHARES MSCI EAFE ET 42143 83084 78462F103 STATE STREET SPDR S& 548244 3121859 315911727 FIDELITY INTL INDX 261087 409433 315911750 FIDELITY 500 INDEX F 1500027 3684631 83002G306 SIX CIRCLES US UNCON 1401379 2406516 83002G405 SIX CIRCLES INTL UNC 973368 1492669 46641Q191 JPMORGAN BETABUILDER 306659 331964 46641Q217 JPMORGAN BETABUILDER 322978 489733 46641Q225 JPMORGAN BETABUILDER 163895 350981 46641Q233 JPMORGAN BETABUILDER 193314 243504 HEBLAAAK6 BLACKSTONE PARTNERS AT COST 729961 1760043 ROUNDING 1 ATTORNEY GENERAL FEE 750 0 750 FEDERAL TAX PAYMENT - PRIOR YE 1048 0 0 FEDERAL ESTIMATES - INCOME 6876 0 0