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 136090903 THE WEEZIE FOUNDATION XXXXX0005 WEEZ 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC ExecDirector 8004962583 2026-04-21 true HEATHER A HAWES P01379658 7327679100 2026-04-21 2025 2025-03-06 01:10:19Z X 38386566 X 1049060 1049060 697765 3235299 697765 0 1746825 1746825 212727 141818 70909 0 0 0 0 0 0 0 0 30923 14935 0 0 0 13439 0 0 13439 0 0 750 750 257839 156753 0 85098 1531500 1531500 1789339 156753 0 1616598 -42514 1590072 0 522726 538623 538623 551299 339776 339776 0 0 0 15143013 15088268 29516643 8075933 8283667 7991524 0 24292971 24250334 38386566 0 X 24292971 24250334 24292971 24250334 24292971 24250334 24292971 -42514 370 24250827 493 24250334 20091.337 SIX CIRCLES INTL UNCON EQ 2024-12-05 2025-06-05 259178 230649 28529 28529 13149.815 SIX CIRCLES INTL UNCON EQ 2025-06-05 169633 147958 21675 21675 719.412 FIDELITY 500 INDEX FUND 2024-12-05 2025-06-27 154659 152120 2539 2539 1246. JPMORGAN BETABUILDERS CANADA 2019-03-28 2025-06-27 99325 59468 39857 39857 1112.413 FIDELITY 500 INDEX FUND 2025-10-23 260483 231795 28688 28688 2507.991 FIDELITY 500 INDEX FUND 2025-10-23 587271 382003 205268 205268 73041.567 SIX CIRCLES CREDIT OPPORT 2025-10-23 663948 646662 17286 17286 14841. VANGUARD MORTGAGE-BACKED SEC 2024-12-05 2025-10-23 701021 686833 14188 14188 1. VANGUARD MORTGAGE-BACKED SEC 2024-12-05 2025-10-23 47 46 1 1 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 CAPITAL GAIN DIVIDENDS P 339734 697765 22102 0 22102 0 22102 6596 0 0 6596 X 0 15506 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 212727 NONE 0 NONE 0 35434654 1231970 0 36666624 0 0 36666624 549999 36116625 1805831 1805831 22102 22102 1783729 0 1783729 0 1783729 1616598 0 0 0 0 1616598 1783729 1525548 0 0 0 0 0 0 0 1616598 1525548 0 0 91050 0 0 0 0 0 0 0 0 1692679 0 0 0 0 0 0 0 0 JP MORGAN CHASE BANK N A 10 S DEARBORN IL1-0111 CHICAGO IL 60603 8004962583 NONE www.jpmorgan.com/onlinegrants NONE NONE MCLEAN HOSPITAL 115 MILL STREET BELMONT MA 02478 NONE PC GENERAL OPERATING 125000 FAIR TIDE INC 15 STATE RD KITTERY ME 03904 NONE PC GENERAL OPERATING 7500 EXETER AREA CHARITABLE FOUNDATION 120 WATER STREET EXETER NH 03833 NONE PC GENERAL OPERATING 6000 COMMITTEE ON TEMPORARY SHELTER PO BOX 1616 BURLINGTON VT 05402 NONE PC GENERAL OPERATING 6000 MASSACHUSETTS HORTICULTURAL SOCIETY 900 WASHINGTON STREET WELLESLEY MA 02482 NONE PC GENERAL OPERATING 30000 HALE EDUCATION 80 CARBY STREET WESTWOOD MA 02090 NONE PC GENERAL OPERATING 100000 A PLACE TO TURN 99 HARTFORD ST NATICK MA 01760 NONE PC GENERAL OPERATING 12500 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET SOUTH WEYMOUTH MA 02190 NONE PC GENERAL OPERATING 35000 MEDFIELD FOOD CUPBOARD P O BOX 172 MEDFIELD MA 02052 NONE PC GENERAL OPERATING 4000 SQUASHBUSTERS INC ATTN REBECCA LATIMORE 60 ISLAND STREET LAWRENCE MA 01840 NONE PC GENERAL OPERATING 65000 VERMONT COMMONS SCHOOL 75 GREEN MOUNTAIN DR S BURLINGTON VT 05403 NONE PC GENERAL OPERATING 87500 NANTUCKET LIGHTHOUSE SCHOOL ATTN STEPHEN O'BRIEN PO BOX 269 NANTUCKET MA 02554 NONE PC GENERAL OPERATING 50000 TURNING POINT CENTER OFCHITTENDON COUNTY 179 SOUTH WINOOSKI AVE STE 301 BURLINGTON VT 05401 NONE PC GENERAL OPERATING 10000 NANTUCKET BOYS AND GIRLS CLUB PO BOX 269 NANTUCKET MA 02554 NONE PC GENERAL OPERATING 21000 MISS PORTERS SCHOOL INC 60 MAIN ST FARMINGTON CT 06032 NONE PC GENERAL OPERATING 100000 BLOOD CANCER UNITED TEXAS P O BOX 738390 DALLAS TX 75373 NONE PC GENERAL OPERATING 100000 WESTWOOD COMMUNITY CHEST P O BOX 250 WESTWOOD MA 02090 NONE PC GENERAL OPERATING 5000 PORT ROYAL SOUND FOUNDATION 3100 OKATIE HWY OKATIE SC 29909 NONE PC GENERAL OPERATING 75000 FAMILY PROMISE METROWEST ATTN SUE CROSSLEY 6 MULLIGAN STREET NATICK MA 01760 NONE PC GENERAL OPERATING 15000 MYSTIC LEARNING CENTER 530 MYSTIC AVENUE ROOM 103 SOMERVILLE MA 02145 NONE PC GENERAL OPERATING 5000 NANTUCKET NEW SCHOOL 15 NOBADEER FARM RD NANTUCKET MA 02554 NONE PC GENERAL OPERATING 100000 GOOD SHEPHERD FOOD BANK OF MAINE P O BOX 1807 AUBURN ME 04211 NONE PC GENERAL OPERATING 21000 ISLESBORO AFFORDABLE PROPERTY P O BOX 206 ISLESBORO ME 04848 NONE PC GENERAL OPERATING 21000 UNITED NATIONS ASSOCIATION OF GREATER BOSTON (UNAGB) 200 PORTLAND ST BOSTON MA 02114 NONE PC GENERAL OPERATING 5000 SPOONFULS 189 WELLS AVENUE NEWTON MA 02459 NONE PC GENERAL OPERATING 75000 END 68 HOURS OF HUNGER 4 IVY LANE FARMINGTON NH 03835 NONE PC GENERAL OPERATING 5000 MAINE SCHOOL GARDEN NETWORK 28 STATE HOUSE STATION AUGUSTA ME 04333 NONE PC GENERAL OPERATING 11000 DANIELS TABLE 10 PEARL ST FRAMINGHAM MA 01702 NONE PC GENERAL OPERATING 9500 WESTWOOD FOOD PANTRY P O BOX 854 WESTWOOD MA 02090 NONE PC GENERAL OPERATING 5000 SHELBURNE FOOD SHELF 5420 SHELBURNE ROAD SHELBURNE VT 05482 NONE PC GENERAL OPERATING 5000 CHATHAM HALL SCHOOL 800 CHATHAM HALL CIRCLE CHATHAM VA 24531 NONE PC GENERAL OPERATING 125000 GRYMES MEMORIAL SCHOOL 13775 SPICERS MILL RD ORANGE VA 22960 NONE PC GENERAL OPERATING 125000 CHARLOTTE FOOD SHELF INC PO BOX 83 CHARLOTTE VT 05445 NONE PC GENERAL OPERATING 2500 OUR HOUSE NANTUCKET INC P O BOX 2982 NANTUCKET MA 02584 NONE PC GENERAL OPERATING 50000 HABITAT FOR AVIATION 602 AIRPORT ROAD SWANTON VT 05488 NONE PC GENERAL OPERATING 2500 NEW BEGINNINGS P O BOX 75125 SEATTLE WA 98175 NONE PC GENERAL OPERATING 87500 HOLLISTON PANTRY SHELF INC PO BOX 6662 HOLLISTON MA 01746 NONE PC GENERAL OPERATING 11000 CHRISTOPHER'S HAVEN 1 EMERSON PL 2N BOSTON MA 02114 NONE PC GENERAL OPERATING 11000 1531500 14 1049060 18 697765 1746825 1746825 false false false false false false false false false false 92203J308 VANGUARD TTL INTL BN 802499 729279 83002G702 SIX CIRCLES GLOBAL B 3242028 2983221 83002G884 SIX CIRCLES CREDIT O 724848 760979 921937835 VANGUARD TOTAL BOND 351499 358573 92206C771 VANGUARD MORTGAGE-BA 372503 378947 46429B267 ISHARES US TREASURY 761863 753033 92203J407 VANGUARD TOTAL INTL 1371347 1338899 92206C870 VANGUARD INT-TERM CO 657080 688593 315911750 FIDELITY 500 INDEX F 6209805 16092157 315911727 FIDELITY INTL INDX 890877 1263182 83002G306 SIX CIRCLES US UNCON 3041158 5380716 83002G405 SIX CIRCLES INTL UNC 2360414 3407712 46641Q191 JPMORGAN BETABUILDER 767895 793692 46641Q217 JPMORGAN BETABUILDER 869557 1175834 46641Q225 JPMORGAN BETABUILDER 416791 827514 46641Q233 JPMORGAN BETABUILDER 531771 575836 2025 TRANSACTION POSTED IN 2026 473 MUTUAL FUND ADJUSTMENT 20 ATTORNEY GENERAL FEE 750 0 750 2024 TRANSACTION POSTED IN 2025 368 ROUNDING 2 FEDERAL TAX PAYMENT - PRIOR YE 9392 0 0 FEDERAL ESTIMATES - INCOME 6596 0 0 FOREIGN TAXES ON QUALIFIED FOR 11603 11603 0 FOREIGN TAXES ON NONQUALIFIED 3332 3332 0