2026-05-06T17:01:38-04:00 2025-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990PF 2025-01-01 656047139 THE MURIEL RUMSEY FOUNDATION IRREVOCABLE MURI 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC ExecDirector 8004962583 2026-04-05 true HEATHER A HAWES P01379658 7327679100 2026-04-05 2025 2025-03-06 01:10:19Z X 4052824 X 112122 112114 121634 507444 121634 0 233756 233748 45983 28483 17500 0 0 0 0 0 0 0 0 4101 1671 0 0 0 0 0 0 0 50084 30154 0 17500 156549 156549 206633 30154 0 174049 27123 203594 0 31542 43159 43159 66863 40843 40843 0 0 0 1372540 1367755 3121665 633692 633983 617838 176479 222801 229319 2281116 2308541 4052824 0 X 2281116 2308541 2281116 2308541 2281116 2308541 2281116 27123 5590 2313829 5288 2308541 220.738 FIDELITY 500 INDEX FUND 2024-11-25 2025-06-05 45620 45980 -360 -360 2115.147 SIX CIRCLES INTL UNCON EQ 2025-01-22 2025-06-05 27285 23563 3722 3722 1491.065 SIX CIRCLES INTL UNCON EQ 2025-06-05 19235 16676 2559 2559 1706.59 PIMCO MTGE OPPORTUNITIES IS 2023-08-04 2025-09-10 16127 16004 123 123 397. VANGUARD INT-TERM CORPORATE 2023-12-04 2025-09-10 33443 31244 2199 2199 250.925 FIDELITY 500 INDEX FUND 2024-11-25 2025-10-09 58709 52268 6441 6441 64. SPDR TR UNIT SER 1 2014-11-14 2025-10-09 42954 13071 29883 29883 7301.54 SIX CIRCLES CREDIT OPPORT 2025-10-09 66079 64638 1441 1441 1338. VANGUARD MORTGAGE-BACKED SEC 2024-11-25 2025-10-09 62734 61742 992 992 199. VANGUARD MORTGAGE-BACKED SEC 2024-11-25 2025-10-09 9322 9183 139 139 116.41 FIDELITY INTL INDX 2024-08-05 2025-11-06 7013 5590 1423 1423 148. ISHARES MISCI EAFE INDEX FUND 2025-11-06 13902 8554 5348 5348 66. JPMORGAN BETABUILDERS JAPAN ETF 2023-06-21 2025-11-06 4524 3460 1064 1064 66. SPDR TR UNIT SER 1 2014-11-14 2025-11-06 44240 13479 30761 30761 1010.342 SIX CIRCLES US UNCONSTR EQ 2025-10-09 2025-11-06 20449 20358 91 91 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 CAPITAL GAIN DIVIDENDS P 35808 121634 2830 0 2830 0 2830 2156 0 0 2156 0 674 0 0 false false false false false false false true true FL true false false false false true N/A 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 STMC IL 1-0111 CHICAGO IL 60603 TRUSTEE 2 45983 NONE 0 NONE 0 3777664 80427 0 3858091 0 0 3858091 57871 3800220 190011 190011 2830 2830 187181 0 187181 0 187181 174049 0 0 0 0 174049 187181 156550 0 0 0 0 0 0 0 174049 156550 0 0 17499 0 0 0 0 0 0 0 0 169682 0 0 0 0 0 0 0 0 JPMORGAN CHASE BANK NA 10 S DEARBORN IL1-0111 CHICAGO IL 60603 8004962583 www.jpmorgan.com/onlinegrants APPLICATIONS ACCEPTED ANYTIME NO RESTRICTIONS CONTRIBUTIONS ARE MADE TO ALL CHARITABLE ORGANIZATIONS PURDUE UNIVERSITY 403 W WOOD ST WEST LAFAYETTE IN 47907 NONE PC GENERAL 52183 UNIVERSITY OF MICHIGAN 3003 S STATE ST RM 8070 ANN HARBOR MI 48109 NONE PC GENERAL 52183 UNIVERSITY OF FLORIDA P O BOX 14425 GAINESVILLE FL 32604 NONE PC GENERAL 52183 156549 14 112122 18 121634 233756 233756 false false false false false false false false false false 54401E143 LORD ABBETT SHRT DUR 75938 71892 83002G702 SIX CIRCLES GLOBAL B 163927 146025 83002G884 SIX CIRCLES CREDIT O 77405 81313 92206C771 VANGUARD MORTGAGE-BA 40054 40865 921937835 VANGUARD TOTAL BOND 37321 38072 92203J407 VANGUARD TOTAL INTL 161303 159311 92206C870 VANGUARD INT-TERM CO 37273 39698 46429B267 ISHARES US TREASURY 40762 40662 464287465 ISHARES MSCI EAFE ET 73141 122246 78462F103 SPDR S&P 500 ETF TRU 429698 1669340 315911750 FIDELITY 500 INDEX F 83002G306 SIX CIRCLES US UNCON 347018 598270 83002G405 SIX CIRCLES INTL UNC 244352 361781 46641Q191 JPMORGAN BETABUILDER 80828 84588 46641Q217 JPMORGAN BETABUILDER 88595 125163 46641Q225 JPMORGAN BETABUILDER 50722 101556 46641Q233 JPMORGAN BETABUILDER 53401 58721 315911727 FIDELITY INTL INDX-I 09257V508 BLACKSTONE ALT MULTI AT COST 51031 52663 64128R608 NEUBERGER BERM LNG S AT COST 34609 39994 72201U638 PIMCO MRTG OPP & BND AT COST 19741 19862 83002G876 SIX CIRCLES MULTI-ST AT COST 117420 116800 2025 TRANSACTION POSTED IN 2026 5281 ROUNDING 7 2024 TRANSACTION POSTED IN 2025 5587 COST BASIS ADJUSTMENT 3 FEDERAL TAX PAYMENT - PRIOR YE 274 0 0 FEDERAL ESTIMATES - INCOME 2156 0 0 FOREIGN TAXES ON QUALIFIED FOR 1356 1356 0 FOREIGN TAXES ON NONQUALIFIED 315 315 0