2026-05-06T17:01:39-04:00 2025-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990PF 2025-01-01 136761282 SAMUEL M HYMAN CHARITABLE TR XXXXX2005 HYMA 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC ExecDirector 8004962583 2026-03-25 true HEATHER A HAWES P01379658 7327679100 2026-03-25 2025 2025-03-06 01:10:19Z X 3080698 X 84659 84653 104441 377206 104441 0 189100 189094 36051 20799 15252 0 0 0 0 0 0 0 0 2656 1293 0 0 0 0 0 0 0 250 250 38957 22092 0 15502 116583 116583 155540 22092 0 132085 33560 167002 0 38805 43148 43148 50783 58160 58160 0 0 0 1061198 1051586 2344450 477667 475039 461073 134849 169221 173867 1763302 1797154 3080698 0 X 1763302 1797154 1763302 1797154 1763302 1797154 1763302 33560 4340 1801202 4048 1797154 72.951 FIDELITY 500 INDEX FUND 2024-11-25 2025-05-15 15007 15196 -189 -189 1036.279 SIX CIRCLES INTL UNCON EQ 2025-05-15 13005 12136 869 869 303.26 SIX CIRCLES INTL UNCON EQ 2021-10-21 2025-05-15 3806 3397 409 409 140.149 FIDELITY 500 INDEX FUND 2024-11-25 2025-06-05 28965 29193 -228 -228 1409.808 SIX CIRCLES INTL UNCON EQ 2025-01-22 2025-06-05 18187 15705 2482 2482 58.393 SIX CIRCLES INTL UNCON EQ 2021-04-19 2025-06-05 753 635 118 118 51.176 FIDELITY 500 INDEX FUND 2024-11-25 2025-09-10 11636 10660 976 976 1331.14 PIMCO MTGE OPPORTUNITIES IS 2025-09-10 12579 12433 146 146 23. SPDR TR UNIT SER 1 2015-06-08 2025-09-10 15001 4810 10191 10191 304. VANGUARD INT-TERM CORPORATE 2025-09-10 25609 24039 1570 1570 171. ISHARES MISCI EAFE INDEX FUND 2025-10-17 16159 9753 6406 6406 77. SPDR TR UNIT SER 1 2015-06-08 2025-10-17 51158 16102 35056 35056 5643.344 SIX CIRCLES CREDIT OPPORT 2025-10-17 51129 49837 1292 1292 81. VANGUARD MORTGAGE-BACKED SEC 2024-11-25 2025-10-17 3829 3738 91 91 1105. VANGUARD MORTGAGE-BACKED SEC 2024-11-25 2025-10-17 52235 50990 1245 1245 34. SPDR TR UNIT SER 1 2015-06-08 2025-12-10 23377 7110 16267 16267 351.007 SIX CIRCLES US UNCONSTR EQ 2025-10-17 2025-12-10 7343 7031 312 312 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 CAPITAL GAIN DIVIDENDS P 27428 104441 2321 0 2321 0 2321 1436 0 0 1436 0 885 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 ST MC IL 1-0111 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 ST MC IL 1-0111 CHICAGO IL 60603 TRUSTEE 2 36051 NONE 0 NONE 0 2851910 43806 0 2895716 0 0 2895716 43436 2852280 142614 142614 2321 2321 140293 0 140293 0 140293 132085 0 0 0 0 132085 140293 116583 0 0 0 0 0 0 0 132085 116583 0 0 15502 0 0 0 0 0 0 0 0 124791 0 0 0 0 0 0 0 0 X UJA FEDERATION OF NY 130 EAST 59TH ST 15TH FL NEW YORK NY 10022 NONE PC GENERAL 77722 UNITED CEREBRAL PALSY OF NEW YORK CITY INC 80 MAIDEN LANE NEW YORK NY 10038 NONE PC GENERAL 38861 116583 14 84659 18 104441 189100 189100 false false false false false false false false false false 54401E143 LORD ABBETT SHRT DUR 56599 53579 83002G702 SIX CIRCLES GLOBAL B 124460 110111 83002G884 SIX CIRCLES CREDIT O 58163 60978 92206C771 VANGUARD MORTGAGE-BA 29625 30225 921937835 VANGUARD TOTAL BOND 28172 28739 92203J407 VANGUARD TOTAL INTL 119624 117708 92206C870 VANGUARD INT-TERM CO 28039 29731 46429B267 ISHARES US TREASURY 30357 30002 464287465 ISHARES MSCI EAFE ET 53402 93725 78462F103 SPDR S&P 500 ETF TRU 354310 1267689 315911750 FIDELITY 500 INDEX F 83002G306 SIX CIRCLES US UNCON 242969 426680 83002G405 SIX CIRCLES INTL UNC 191992 272908 46641Q191 JPMORGAN BETABUILDER 61388 63624 46641Q217 JPMORGAN BETABUILDER 68416 98470 46641Q225 JPMORGAN BETABUILDER 39497 76539 46641Q233 JPMORGAN BETABUILDER 39612 44815 09257V508 BLACKSTONE ALT MULTI AT COST 40432 41304 64128R608 NEUBERGER BERM LNG S AT COST 25970 30012 72201U638 PIMCO MRTG OPP & BND AT COST 14762 14904 83002G876 SIX CIRCLES MULTI-ST AT COST 88057 87647 2025 TRANSACTION POSTED IN 2026 4045 ROUNDING 3 ATTORNEY GENERAL FEE 250 0 250 2024 TRANSACTION POSTED IN 2025 4338 COST BASIS ADJUSTMENT 2 FEDERAL ESTIMATES - INCOME 1363 0 0 FOREIGN TAXES ON QUALIFIED FOR 1049 1049 0 FOREIGN TAXES ON NONQUALIFIED 244 244 0