2026-05-06T17:01:42-04:00 2025-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990PF 2025-01-01 136023098 YMCA OF WESTPORT TRUST XXXXX3007 YMCA 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC ExecDirector 8004962583 2026-04-01 true HEATHER A HAWES P01379658 7327679100 2026-04-01 2025 2025-03-06 01:10:19Z X 5548520 X 149569 149560 172603 675599 172603 0 322172 322163 52441 34086 18354 0 0 0 0 0 0 0 0 5560 2237 0 0 0 0 0 0 0 58001 36323 0 18354 217505 217505 275506 36323 0 235859 46666 285840 0 4037 114573 165957 165957 0 0 0 1942412 1888322 4252957 853171 839836 817169 236752 303947 312437 3150945 3198062 5548520 0 X 3150945 3198062 3150945 3198062 3150945 3198062 3150945 46666 8004 3205615 7553 3198062 161. JPMORGAN BETABUILDERS JAPAN ETF 2023-06-21 2025-03-28 9118 8441 677 677 2788.943 SIX CIRCLES INTL UNCON EQ 2025-03-28 32993 31062 1931 1931 112.02 FIDELITY 500 INDEX FUND 2024-11-25 2025-04-28 21515 23334 -1819 -1819 2144.61 SIX CIRCLES INTL UNCON EQ 2021-04-19 2025-04-28 26014 23333 2681 2681 155.914 FIDELITY INTL INDX 2024-08-05 2025-06-09 8817 7487 1330 1330 366.156 FIDELITY 500 INDEX FUND 2025-06-09 76538 75139 1399 1399 368. ISHARES MISCI EAFE INDEX FUND 2012-12-12 2025-06-09 33019 20625 12394 12394 139.315 SIX CIRCLES INTL UNCON EQ 2025-01-03 2025-06-09 1804 1484 320 320 1486.365 SIX CIRCLES INTL UNCON EQ 2021-04-19 2025-06-09 19248 16172 3076 3076 1795.27 PIMCO MTGE OPPORTUNITIES IS 2023-08-04 2025-09-10 16965 16836 129 129 548. VANGUARD INT-TERM CORPORATE 2025-09-10 46163 43333 2830 2830 80. SPDR TR UNIT SER 1 2015-07-31 2025-09-18 52980 16841 36139 36139 125. SPDR TR UNIT SER 1 2015-07-31 2025-10-15 83144 26314 56830 56830 10478.124 SIX CIRCLES CREDIT OPPORT 2025-10-15 94932 92414 2518 2518 2171. VANGUARD MORTGAGE-BACKED SEC 2024-11-25 2025-10-15 102344 100181 2163 2163 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 CAPITAL GAIN DIVIDENDS P 50005 172603 3973 0 3973 0 3973 2732 0 0 2732 0 1241 0 0 false false false false false false false true true CT true false false false false true JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 60603 X 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 ST MC IL 1-0111 CHICAGO IL 60603 TRUSTEE 2 52441 NONE 0 NONE 0 5131855 69327 0 5201182 0 0 5201182 78018 5123164 256158 256158 3973 3973 252185 0 252185 0 252185 235859 0 0 0 0 235859 252185 217505 0 0 0 0 0 0 0 235859 217505 0 0 18354 0 0 0 0 0 0 0 0 233831 0 0 0 0 0 0 0 0 X THE YOUNG MEN'S CHRISTIAN ASSOC 59 POST ROAD E PO BOX 190 WESTPORT CT 06881 NONE PC GENERAL 217505 217505 14 149569 18 172603 322172 322172 false false false false false false false false false false 54401E143 LORD ABBETT SHRT DUR 95462 90477 83002G702 SIX CIRCLES GLOBAL B 222169 197834 83002G884 SIX CIRCLES CREDIT O 102753 107952 92206C771 VANGUARD MORTGAGE-BA 52513 53577 921937835 VANGUARD TOTAL BOND 50926 52145 92203J407 VANGUARD TOTAL INTL 211929 208549 92206C870 VANGUARD INT-TERM CO 50475 53516 46429B267 ISHARES US TREASURY 53609 53119 464287465 ISHARES MSCI EAFE ET 91432 163155 78462F103 SPDR S&P 500 ETF TRU 631996 2319892 315911750 FIDELITY 500 INDEX F 83002G306 SIX CIRCLES US UNCON 458883 778086 83002G405 SIX CIRCLES INTL UNC 341569 489412 46641Q191 JPMORGAN BETABUILDER 108402 113322 46641Q217 JPMORGAN BETABUILDER 113465 167543 46641Q225 JPMORGAN BETABUILDER 71220 137547 46641Q233 JPMORGAN BETABUILDER 71355 84000 315911727 FIDELITY INTL INDX-I 09257V508 BLACKSTONE ALT MULTI AT COST 72406 74234 64128R608 NEUBERGER BERM LNG S AT COST 46672 53928 72201U638 PIMCO MRTG OPP & BND AT COST 26639 26781 83002G876 SIX CIRCLES MULTI-ST AT COST 158230 157494 2025 TRANSACTION POSTED IN 2026 7551 ROUNDING 1 ADJUSTMENT TO INCOME 1 2024 TRANSACTION POSTED IN 2025 8000 COST BASIS ADJUSTMENT 4 FEDERAL TAX PAYMENT - PRIOR YE 591 0 0 FEDERAL ESTIMATES - INCOME 2732 0 0 FOREIGN TAXES ON QUALIFIED FOR 1811 1811 0 FOREIGN TAXES ON NONQUALIFIED 426 426 0