2026-05-06T17:01:45-04:00 2025-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990PF 2025-01-01 236286763 ESTHER SIMON 1952 CHARITABLE TRUST XXXXX8006 SIMO 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC ExecDirector 8004962583 2026-04-23 true HEATHER A HAWES P01379658 7327679100 2026-04-23 2025 2025-03-06 01:10:19Z X 10006999 X 270890 270718 260862 1009433 260862 0 2 2 531754 531582 46385 18730 27655 0 0 0 0 0 0 1013 1013 0 0 9105 3358 0 0 0 0 0 0 0 259 9 250 56762 23110 0 27905 446814 446814 503576 23110 0 474719 28178 508472 0 133724 150515 150515 44710 111241 111241 0 0 0 2879169 2854089 5623047 3107590 3104804 2972821 499995 499995 1149375 6665188 6720644 10006999 0 X 6665188 6720644 6665188 6720644 6665188 6720644 6665188 28178 30520 6723886 3242 6720644 23. SECTOR SPDR TRUST 2024-12-03 2025-01-06 3052 3270 -218 -218 39. STATE STREET COMMUNICATION SER 2024-12-20 2025-01-30 3975 3859 116 116 15. J P MORGAN CHASE & CO 2012-03-30 2025-02-21 3969 685 3284 3284 7. NOVARTIS AG SPONS ADR 2025-03-12 761 500 261 261 5. PHILIP MORRIS INTERNATIONAL 2012-03-29 2025-03-12 756 434 322 322 6. SIEMENS A G SPONSORED ADR 2017-09-15 2025-03-12 742 422 320 320 8. CHUBB LTD 2015-09-18 2025-03-12 2274 803 1471 1471 2. CHUBB LTD 2015-09-18 2025-03-31 600 201 399 399 9. JOHNSON CONTROLS INTERNATION 2025-06-10 919 380 539 539 6. CHEVRON CORP 2012-03-29 2025-06-17 893 639 254 254 73. KENVUE INC 2023-09-13 2025-06-17 1565 1574 -9 -9 236. KENVUE INC 2025-06-30 4902 3883 1019 1019 26. PFIZER INC 2024-12-19 2025-06-30 629 670 -41 -41 8. BROADCOM INC 2025-08-20 2313 263 2050 2050 9. JOHNSON CONTROLS INTERNATION 2025-08-20 954 376 578 578 3. BROADCOM INC 2020-08-04 2025-09-12 1086 98 988 988 69. PFIZER INC 2024-12-19 2025-09-23 1671 1778 -107 -107 243.159 FIDELITY 500 INDEX FUND 2024-11-29 2025-10-21 56909 51042 5867 5867 819.337 FIDELITY 500 INDEX FUND 2025-10-21 191758 79543 112215 112215 649. JPMORGAN BETABUILDERS JAPAN ETF 2025-10-21 44213 37237 6976 6976 87. JPMORGAN BETABUILDERS CANADA 2018-08-20 2025-10-21 7494 4311 3183 3183 164. JPMORGAN BETABUILDERS CANADA 2018-08-20 2025-10-21 14125 8126 5999 5999 140. JPMORGAN BETABUILDERS CANADA 2018-08-20 2025-10-21 12058 6937 5121 5121 4124.565 SIX CIRCLES INTL UNCON EQ 2024-11-29 2025-10-21 56300 46401 9899 9899 6472.213 SIX CIRCLES INTL UNCON EQ 2025-10-21 88346 72539 15807 15807 19664.547 SIX CIRCLES CREDIT OPPORT 2025-10-21 178751 173943 4808 4808 21. VANGUARD MORTGAGE-BACKED SEC 2024-11-29 2025-10-21 996 974 22 22 1. VANGUARD MORTGAGE-BACKED SEC 2024-11-29 2025-10-21 47 46 1 1 3972. VANGUARD MORTGAGE-BACKED SEC 2024-11-29 2025-10-21 188283 184214 4069 4069 122. VANGUARD INT-TERM CORPORATE 2025-08-08 2025-10-21 10327 10112 215 215 485. VANGUARD INT-TERM CORPORATE 2023-12-04 2025-10-21 41053 38170 2883 2883 9. EXXON MOBIL CORP 2025-10-23 1047 677 370 370 164. COMCAST CORP NEW CL A 2025-12-05 4527 6381 -1854 -1854 22. DOW INC 2024-12-31 2025-12-05 515 879 -364 -364 125. DOW INC 2025-12-05 2927 6034 -3107 -3107 3. BROADCOM INC 2020-08-04 2025-12-10 1225 98 1127 1127 6. RTX CORP 2021-04-27 2025-12-17 1074 497 577 577 9. JOHNSON CONTROLS INTERNATION 2017-04-03 2025-12-17 1061 371 690 690 . MAGNUM ICE CREAM CO NV/THE 2025-12-22 3 3 3 22. MAGNUM ICE CREAM CO NV/THE 2025-12-22 346 204 142 142 . UNILEVER PLC-SPONSORED ADR 2025-12-26 43 43 43 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 CAPITAL GAIN DIVIDENDS P 74944 260862 7068 0 7068 0 7068 4576 0 0 4576 0 2492 0 0 false false false false false false false true true NY 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 ST MC IL 1-0111 CHICAGO IL 60603 TRUSTEE 10 29983 BONNIE WARD SIMON 262 CENTRAL PARK WEST NEW YORK NY CHICAGO IL 60603 TRUSTEE 5 16402 NONE 0 NONE 0 9403214 182266 0 9585480 0 0 9585480 143782 9441698 472085 472085 7068 7068 465017 27500 492517 0 492517 474719 0 0 0 0 474719 492517 419314 0 0 0 0 0 0 0 474719 419314 0 0 55405 0 0 0 0 0 0 0 0 437112 0 0 0 0 0 0 0 0 BONNIE W SIMON CO JPMORGAN CHASE B 270 PARK AVENUE NEW YORK NY 10017 2124642765 N/A NO FORMAL APPLICATION. SEND A LETTER WITH A REASON FOR THE REQUESTED GRANT CONTACT FOR DETAILS CONTACT FOR DETAILS NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 NONE PC GENERAL 1000 PARK AVENUE ARMORY 643 PARK AVENUE NEW YORK NY 10065 NONE PC GENERAL 1500 WGBH EDUCATIONAL FOUNDATION P O BOX 412857 BOSTON MA 02241 NONE PC GENERAL 10000 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC GENERAL 10000 FOOD FOR FREE 11 INMAN STREET CAMBRIDGE MA 02139 NONE PC GENERAL 5000 THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PC GENERAL 5000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 NONE PC GENERAL 47814 AMERICAN FRIENDS OF THE LEIPZIG BACH ARCHIVE 11A MOUNT AUBURN ST CAMBRIDGE MA 02138 NONE PC GENERAL 1000 FRIENDS OF HOPEWELL QUARRY 180 CRUSHER ROAD HOPEWELL NJ 08525 NONE PC GENERAL 1000 WOODS HOLE FILM FESTIVAL 89 WATER STREET WOODS HOLE ME 02543 NONE PC GENERAL 2500 KING BAUDOUIN FOUNDATION 551 FIFTH AVENUE STE 2400 NEW YORK NY 10176 NONE PC GENERAL 1000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON VA 20190 NONE PC GENERAL 2500 OPERA LAFAYETTE 921 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 NONE PC GENERAL 2500 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 NONE PC GENERAL 5000 AMERICAN BALLET THEATRE 890 BROADWAY 3RD FLOOR NEW YORK NY 10003 NONE PC GENERAL 1000 CENTRAL PARK CONSERVANCY INC ATTN SHERYL L JARVIS 14 EAST 60TH STREET 8TH FLOOR NEW YORK NY 10022 NONE PC GENERAL 20000 GSAS COLUMBIA UNIVERSITY 622 WEST 113TH STREET MC 4523 NEW YORK NY 10025 NONE PC GENERAL 5000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PC GENERAL 5000 HABITAT FOR HUMANITY 111 JOHN STREET NEW YORK NY 10038 NONE PC GENERAL 5000 AMERICAN FRIENDS SERVICE COMMITTEE 1501 CHERRY STREET PHILADELPHIA PA 19102 NONE PC GENERAL 2500 CHURCH OF THE RESURRECTION 119 EAST 74TH STREET NEW YORK NY 10021 NONE PC GENERAL 1000 HISTORIC HIGHFIELD ATTN DIRECTOR OF DEVELOPMENT 56 HIGHFIELD DRIVE FALMOUTH MA 02541 NONE PC GENERAL 5000 CITY HARVEST INC 6 EAST 32ND STREET 5TH FLOOR NEW YORK NY 10016 NONE PC GENERAL 1000 ASPEN PUBLIC RADIO 110 EAST HALLAM STREET SUITE 134 ASPEN CO 816111467 NONE PC GENERAL 1000 LINCOLN CENTER FOR THE PERFORMING ARTS 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC GENERAL 1500 BOSTON CRUSADERS DRUM & BUGLE CORPS IN PO BOX 51391 BOSTON MA 02205 NONE PC GENERAL 10000 COMPASSION & CHOICES PO BOX 10810 DENVER CO 80250 NONE PC GENERAL 1000 MARINE BIOLOGICAL LABORATORY 7 MBL STREET WOODS HOLE MA 02543 NONE PC GENERAL 1000 DOCTORS WITHOUT BORDERS USA INC 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PC GENERAL 1000 CAPE COD HEALTHCARE INC PO BOX 370 HYANNIS MA 02601 NONE PC GENERAL 10000 FOOD BANK FOR NEW YORK PO BOX 1125 NEW YORK NY 10277 NONE PC GENERAL 5000 METROPOLITAN OPERA ASSN INC 70 LINCOLN CENTER NEW YORK NY 10023 NONE PC GENERAL 25000 MINNESOTA STATE UNIVERSITY AT MOORHEAD COLLEGE OF HUMANITIES & SOCIAL SCIENCES 1104 7TH AVENUE SOUTH MOORHEAD MN 56563 NONE PC GENERAL 5000 CARNEGIE HALL SOCIETY INC 881 SEVENTH AVENUE NEW YORK NY 10019 NONE PC GENERAL 20000 MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK NY 10019 NONE PC GENERAL 5000 PLANNED PARENTHOOD OF NEW YORK CITY 26 BLEEKER STREET NEW YORK NY 10012 NONE PC GENERAL 25000 NARAL PRO-CHOICE AMERICA FOUNDATION 1156 15TH STREET SUITE 700 WASHINGTON DC 20005 NONE PC GENERAL 5000 THE NEW YORK PUBLIC LIBRARY 476 FIFTH AVENUE NEW YORK NY 10018 NONE PC GENERAL 6000 SIERRA CLUB FOUNDATION 2101 WEBSTER ST SUITE 1300 OAKLAND CA 94612 NONE PC GENERAL 5000 THE SALVATION ARMY 120 WEST 14TH STREET NEW YORK NY 10011 NONE PC GENERAL 2000 SOLOMON R GUGGENHEIM FOUNDATION 1071 FIFTH AVENUE NEW YORK NY 10128 NONE PC GENERAL 1000 THE SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PC GENERAL 2500 NATIONAL TRUMPET COMPETITION 3500 N THIRD STREE ARLINGTON VA 22201 NONE PC GENERAL 2500 VASSAR COLLEGE BOX 14 124 RAYMOND AVENUE POUGHKEEPSIE NY 10014 NONE PC GENERAL 10000 NEW YORK CITY BALLET INC NEW YORK STATE THEATER 20 LINCOLN CENTER NEW YORK NY 10065 NONE PC GENERAL 2500 THE 300 COMMITTEE LAND TRUST INC 157 LOCUST STREET FALMOUTH MA 02540 NONE PC GENERAL 7500 WNETCHANNEL 13 825 EIGHTH AVENUE NEW YORK NY 10019 NONE PC GENERAL 50000 THE NEW YORK TIMES NEEDIEST CASES FUND 4 CHASE METROTECH CENTER 7TH FLOOR LOCKBOX NY 11245 NONE PC GENERAL 10000 WNYC PO BOX 1550 NEW YORK NY 10116 NONE PC GENERAL 30000 OBERLIN COLLEGE OFFICE OF DEVELOPMENT 50 WEST LORAIN STREET OBERLIN OH 44074 NONE PC GENERAL 5000 THE DOE FUND 232 EAST 84TH STREET NEW YORK NY 10028 NONE PC GENERAL 1500 WOODS HOLE COMMUNITY ASSOCIATION PO BOX 327 WOODS HOLE MA 02543 NONE PC GENERAL 1000 PHILHARMONIC-SYMPHONY SOCIETY OF NY 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC GENERAL 5000 THE FALMOUTH SERVICE CENTER 611 GIFFORD STREET FALMOUTH MA 02540 NONE PC GENERAL 27500 WOODS HOLE HISTORICAL SOCIETY PO BOX 185 WOODS HOLE MA 02543 NONE PC GENERAL 1500 WOODS HOLE PUBLIC LIBRARY 581 WOODS HOLE ROAD WOODS HOLE MA 02543 NONE PC GENERAL 5000 YOUNG CONCERT ARTISTS 250 WEST 57TH STREET NEW YORK NY 10107 NONE PC GENERAL 5000 COMMUNITY HEALTH CENTER OF CAPE COD INC 107 COMMERCIAL STREET MASHPEE MA 02649 NONE PC GENERAL 5000 MANHATTAN THEATRE CLUB INC 311 WEST 43RD STREET 9 NEW YORK NY 10036 NONE PC GENERAL 2500 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE ROAD WOODS HOLE MA 02543 NONE PC GENERAL 1000 THE MORGAN LIBRARY & MUSEUM 225 MADISON AVENUE NEW YORK NY 10016 NONE PC GENERAL 1000 446814 14 270890 18 260862 SECTION 897 CAPITA 1 2 531754 531754 false false false false false false false false false false 92203J308 VANGUARD TTL INTL BN 117350 104407 83002G108 SIX CIRCLES ULTR SHR 93614 94017 83002G702 SIX CIRCLES GLOBAL B 1629936 1519839 83002G884 SIX CIRCLES CREDIT O 185320 194039 92206C771 VANGUARD MORTGAGE-BA 95168 96608 921937835 VANGUARD TOTAL BOND 218945 212877 92203J407 VANGUARD TOTAL INTL 385692 366942 92206C870 VANGUARD INT-TERM CO 135440 144218 46429B267 ISHARES US TREASURY 243339 239874 166764100 CHEVRON CORP 4469 6554 372460105 GENUINE PARTS CO 2814 5533 478160104 JOHNSON & JOHNSON 4837 10968 594918104 MICROSOFT CORP 483 7254 717081103 PFIZER INC 3504 3386 718172109 PHILIP MORRIS INTERN 5403 10426 00206R102 AT&T INC 5617 6061 02209S103 ALTRIA GROUP INC 2849 4670 05534B760 BCE INC 5179 5074 17275R102 CISCO SYSTEMS INC 4144 11092 20825C104 CONOCOPHILLIPS 4062 6740 25243Q205 DIAGEO PLC-SPONSORED 2709 2416 30231G102 EXXON MOBIL CORP 4826 7942 46625H100 JPMORGAN CHASE & CO 2009 14178 58933Y105 MERCK & CO. INC. 4206 9473 65339F101 NEXTERA ENERGY INC 2251 9714 66987V109 NOVARTIS AG-SPONSORE 4243 9513 78462F103 SPDR S&P 500 ETF TRU 241904 988784 G51502105 JOHNSON CONTROLS INT 3634 11257 H1467J104 CHUBB LTD 4013 12485 826197501 SIEMENS AG-SPONS ADR 5596 10916 89417E109 TRAVELERS COS INC/TH 1584 7832 315911750 FIDELITY 500 INDEX F 593543 1531355 83002G306 SIX CIRCLES US UNCON 752647 1288461 83002G405 SIX CIRCLES INTL UNC 543442 797549 060505104 BANK OF AMERICA CORP 6323 12210 260557103 DOW INC 42250P103 HEALTHPEAK PROPERTIE 7594 6143 87612E106 TARGET CORP 2512 3421 89832Q109 TRUIST FINANCIAL COR 7575 7874 11135F101 BROADCOM INC 1017 10729 172967424 CITIGROUP INC 5590 8168 26441C204 DUKE ENERGY CORP 5690 7619 369550108 GENERAL DYNAMICS COR 5561 10436 548661107 LOWE'S COS INC 3342 7476 617446448 MORGAN STANLEY 3783 16865 75513E101 RTX CORP 2541 15039 904767704 UNILEVER PLC-SPONSOR 911312106 UNITED PARCEL SERVIC 5645 4563 G5960L103 MEDTRONIC PLC 6982 6820 46641Q191 JPMORGAN BETABUILDER 144988 150558 46641Q217 JPMORGAN BETABUILDER 167369 232069 46641Q225 JPMORGAN BETABUILDER 80972 155310 46641Q233 JPMORGAN BETABUILDER 145753 144522 925652109 VICI PROPERTIES INC 6193 5652 20030N101 COMCAST CORP-CLASS A 22822V101 CROWN CASTLE INC 4924 4888 49177J102 KENVUE INC 747525103 QUALCOMM INC 5317 5474 81369Y704 INDUSTRIAL SELECT SE 81369Y852 STATE STREET COMMUNI 4553 4591 075887109 BECTON DICKINSON AND 3857 4270 681919106 OMNICOM GROUP 4685 4764 81369Y100 STATE STREET MATERIA 3469 3583 904767803 UNILEVER PLC-SPONSOR 3697 6409 91324P102 UNITEDHEALTH GROUP I 4189 3961 HEBLAAAK6 BLACKSTONE PARTNERS AT COST 499995 1149375 2025 TRANSACTION POSTED IN 2026 3077 COST BASIS ADJUSTMENT 165 ATTORNEY GENERAL FEE 250 0 250 OTHER EXPENSE (NON-DEDUCTIBLE 9 9 0 SECTION 897 CAPITAL GAIN 2 2 2024 TRANSACTION POSTED IN 2025 3017 ADJUSTMENT TO INCOME 3 RECOVERY OF PRIOR YEAR GRANTS 27500 INVESTMNT MNGMNT FEES (NON-DED 1013 1013 FOREIGN TAXES 349 349 0 FEDERAL TAX PAYMENT - PRIOR YE 1171 0 0 FEDERAL ESTIMATES - INCOME 4576 0 0 FOREIGN TAXES ON QUALIFIED FOR 2339 2339 0 FOREIGN TAXES ON NONQUALIFIED 670 670 0