2025-03-10T10:45:04-04:00 2024-12-31 221627982 CRANE ROSENBERG PACIO & CO LLP 25 DEFOREST AVE STE 101 SUMMIT NJ 07901 990PF 2024-01-01 201379399 CSP FAMILY FOUNDATION XXXXX8002 C/O JP MORGAN CSPF 8007432270 25 DEFOREST AVENUE SUMMIT NJ 07901 SONAL SHEPPARD DIRECTOR 2025-02-20 true false MICHAEL E ROSENBERG P00092198 9082772350 2025-02-25 2024 2025-03-06 01:10:19Z X 19654192 X X 599130 599130 559646 4168008 559646 1158776 1158776 78462 78462 78462 78462 0 950250 950250 1028712 78462 950250 130064 1080314 300939 510465 510465 8873702 8413327 13644022 5361550 5700006 5499705 14536191 14623798 19654192 0 X 14536191 14666258 -42460 14536191 14623798 14536191 14623798 14536191 130064 14666255 42457 14623798 PUBLICLY TRADED SECURITIES P 4168008 3608362 559646 559646 559646 559646 15016 15016 15016 11465 11465 3551 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 19244154 206275 0 19450429 19450429 291756 19158673 957934 957934 15016 15016 942918 942918 942918 950250 950250 942918 173986 950250 173986 776264 166654 X BOYKIN SPANIEL RESCUE INC 1611 FRANKLIN STREET FREDERICKSBURY VA 24401 NONE PC GENERAL 25000 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 3000 DELAWARE VOLUNTEER LEGAL SERVICES PO BOX 7306 WILMINGTON DE 19803 NONE PC GENERAL 10000 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 10000 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 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 5000 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 170000 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 7500 ST JUDE CHILDREN'S RESEARCH HOSPIT 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC GENERAL 30000 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 180000 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 CARY EDWARDS FOUNDATION 6 MILLBROOK LANE FRANKLIN LAKES NJ 07417 NONE PC GENERAL 20000 TABLE TO TABLE 160 PEHLE AVE SUITE 303 SADDLE RIVER NJ 07663 NONE PC GENERAL 75000 CURE SANFILIPPO FOUNDATION PO BOX 6901 COLUMBIA SC 29260 NONE PC GENERAL 10000 TALLEYVILLE FIRE COMPANY PO BOX 7040 WILIMINGTON DE 19803 NONE PC GENERAL 3000 SAM'S KIDS 405 E MARSH LANE SUITE 1 NEWPORT DE 19804 NONE PC GENERAL 10000 DELAWARE MUSIC EDUCATORS ASSOCIATIO 1556 HILLTOP ROAD DOWNINGTOWN PA 19335 NONE PC GENERAL 1250 950250 14 599130 18 559646 1158776 1158776 false false false false false false false false false false SIX CIRCLES GLOBAL BOND 1727718 1626856 SIX CIRCLES CREDIT OPPORT 776171 785981 VANGUARD TOTAL BOND IDX ADM 702077 636695 VANGUARD TOTAL INTL BND ADM 375303 341436 VANGUARD MORTGAGE BACKED SEC 746851 739042 VANGUARD TOTAL INTL BOND ETF 918905 909828 VANGUARDINT-TERM CORPORATE 452981 459867 FIDELITY 500 INDEX 2221498 4728895 FIDELITY INTL INDEX FUND 268144 281502 ISHARES RUSSEL MIDC 238311 593871 ISHARES RUSSELL 2000 ETF 404133 607198 JPMORGAN BETABUILDERS CANDA ETF 260441 268807 JPMORGAN BETABUILDERS DEVELO 612110 578370 JPMORGAN BETABUILDERS JAPAN 469800 573655 MATTHEWS PACIFIC TIG SIX CIRCLES INTERNATIONAL 1361809 1430991 SIX CIRCLES US UNCONSTRAINED 1848967 2698839 SPDR S&P 500 ETF TRU 530511 1660951 ISHARES MSCI ALL COUNTRY ASIA 197603 220943 SECURITIES COST BASIS ADJUSTMENT 42457 INVESTMENT MGMT FEES 75424 75424 ACCOUNTING FEES 3038 3038