2024-03-07T14:34:20-05:00 2023-12-31 221627982 CRANE ROSENBERG PACIO & CO LLP 25 DEFOREST AVE STE 101 SUMMIT NJ 07901 990PF 2023-01-01 201379399 CSP FAMILY FOUNDATION XXXXX8002 C/O JP MORGAN CSPF 8007432270 25 DEFOREST AVENUE SUMMIT NJ 07901 SONAL SHEPPARD DIRECTOR 2024-02-26 true SONAL SHEPPARD XXX-XX-XXXX false MICHAEL E ROSENBERG P00092198 9082772350 2024-02-26 2023 2023-04-26 12:10:37Z X 18141193 X X 446428 446428 68734 2186394 68734 515162 515162 71307 71307 71307 71307 0 774545 774545 845852 71307 774545 -330690 443855 408808 300939 300939 9331790 8873702 12818337 5126283 5361550 5021917 14866881 14536191 18141193 0 X 14866881 14536191 14866881 14536191 14866881 14536191 14866881 -330690 14536191 14536191 PUBLICLY TRADED SECURITIES P 2186394 2117660 68734 68734 68734 68734 6170 6170 6170 17635 17635 11465 11465 false false false false false false false true true DE true false false false false true N/A JPMORGAN CHASE BANK NA 8007432270 25 DEFOREST AVENUE SUMMIT NJ 07901 false false false false false false false false false false false false false false false false false false false false SUMITRA PATEL C/O JPMORGAN 25 DEFOREST AVE SUMMIT NJ 07901 DIRECTOR 1.00 0 0 0 DIVYA PATEL C/O JPMORGAN 25 DEFOREST AVE SUMMIT NJ 07901 VICE-PRESIDE 1.00 0 0 0 APURVA PATEL C/O JPMORGAN 25 DEFOREST AVE SUMMIT NJ 07901 DIRECTOR 1.00 0 0 0 SONAL SHEPPARD C/O JPMORGAN 25 DEFOREST AVE SUMMIT NJ 07901 DIRECTOR 1.00 0 0 0 NONE NONE N/A 17033813 264637 0 17298450 17298450 259477 17038973 851949 851949 6170 6170 845779 845779 845779 774545 774545 845779 102752 774545 102752 671793 173986 X BOYKIN SPANIEL RESCUE INC 1611 FRANKLIN STREET FREDERICKSBURY VA 24401 NONE PC GENERAL 15000 BOYS AND GIRLS CLUB OF DELAWARE 669 UNION STREET WILMINGTON DE 19805 NONE PC GENERAL 10000 BUDDHA DOG RESCUE AND RECOVERY PO BOX 232 BLAIRSTOWN NJ 07825 NONE PC GENERAL 20000 COVENANT HOUSE PENNSYLVANIA 32 EAST ARMAT ST PHILADELPHIA PA 19144 NONE PC GENERAL 1000 DELAWARE VOLUNTEER LEGAL SERVICES PO BOX 7306 WILMINGTON DE 19803 NONE PC GENERAL 7000 EVA'S VILLAGE 393 MAIN ST PATERSON NJ 07501 NONE PC GENERAL 120000 FAITHFUL FRIENDS ANIMAL 12 GERMAY DR WILMINGTON DE 19804 NONE PC GENERAL 7500 FOOD BANK OF DELAWARE 14 GARFIELD WAY NEWARK DE 19713 NONE PC GENERAL 5000 FORGOTTEN CATS 4023 KENNETT PIKE SUITE 422 GREENVILLE DE 19807 NONE PC GENERAL 10000 GREG OLSEN FOUNDATION 200 E LAS OLAS BLVD SUITE 1550 FT LAUDERDALE FL 33301 NONE PC GENERAL 20000 LINCOLN PARK FOOD PANTRY 10 BOOTON TURNPIKE LINCOLN PARK NJ 07035 NONE PC GENERAL 20000 LUTHERAN COMMUNITY SERVICES 2809 BAYNARD BLVD WILMINGTON DE 19802 NONE PC GENERAL 3000 MAUI FOOD BANK 760 KOLU STREET WAILUKU HI 96793 NONE PC GENERAL 30000 MEALS ON WHEELS DELAWARE 100 W 10TH STREET 207 WILMINTON DE 19801 NONE PC GENERAL 6000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 NONE PC GENERAL 105045 PANTHERA 8 W 40TH ST 18TH FLOOR NEW YORK NY 10018 NONE PC GENERAL 10000 SHARE OUR STRENGTH PO BOX 75475 BALTIMORE MD 21275 NONE PC GENERAL 50000 SMILE TRAIN PO BOX 96231 WASHINGTON DC 20090 NONE PC GENERAL 5500 ST JUDE CHILDREN'S RESEARCH HOSPIT 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC GENERAL 20000 ST JUDE CHILDREN'S RESEARCH HOSPIT 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL 7000 STEP UP WOMEN'S NETWORK 510 HEWITT STREET SUITE 111 LOS ANGELES CA 90013 NONE PC GENERAL 10000 THE ARC OF BERGEN AND PASSAIC COUNT 223 MOORE STREET HACKENSACK NJ 07601 NONE PC GENERAL 50000 THE ELEPHANT SANCTUARY PO BOX 393 HOHENWALD TN 38462 NONE PC GENERAL 10000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 222031606 NONE PC GENERAL 50000 TOWER HILL SCHOOL 2813 WEST 17TH ST WILMINGTON DE 19806 NONE PC GENERAL 170000 WHYY INC 150 NORTH 6TH STREET PHILADELPHIA PA 19106 NONE PC GENERAL 2500 YMCA OF DELAWARE 3 MOUNT LEBANON RD WILIMINGTON DE 19803 NONE PC GENERAL 10000 774545 14 446428 18 68734 515162 515162 false false false false false false false false false false ISHARES US TREASURY BD ETF SIX CIRCLES ULTRA SHORT SIX CIRCLES GLOBAL BOND 1595840 1451714 SIX CIRCLES CREDIT OPPORT 415890 397719 VANGUARD SHORT TERM ETF VANGUARD TOTAL BOND 1199921 1111946 VANGUARD TOTAL INTL BND ADM 789058 718618 VANGUARD MORTGAGE BACKED SEC 206193 177188 VANGUARD TOTAL INTL BOND ETF 627488 622838 VANGUARDINT-TERM CORPORATE 527160 541894 FIDELITY 500 INDEX 2806879 4961003 FIDELITY INTL INDEX FUND 351376 358511 ISHARES RUSSEL MIDC 257533 554448 ISHARES RUSSELL 2000 ETF 404133 551551 JPM BETABUILDERS DEV ASIA JPMORGAN BETABUILDERS CANDA ETF 260441 244169 JPMORGAN BETABUILDERS DEVELO 612110 587387 JPMORGAN BETABUILDERS JAPAN 487848 567846 MATTHEWS PACIFIC TIG 274416 205668 SIX CIRCLES INTERNATIONAL 1106033 1195019 SIX CIRCLES US UNCONSTRAINED 1782422 2245706 SPDR S&P 500 ETF TRU 530511 1347029 INVESTMENT MGMT FEES 68451 68451 ACCOUNTING FEES 2856 2856