2024-10-09T11:30:36-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2023-06-01 237980525 THE CHRISTINE & JOHN CONNOLLY FOUNDATION CHRI 6105747341 PO BOX 68 GWYNEDD PA 19436 JOHN CONNOLLY TRUSTEE 6105747341 2024-10-09 1 1 JENNIFER FEIST-JOHNS CPA P01323340 2156433900 2024-10-09 2023 2024-10-15 13:58:12Z X 182476 X X 3923 3923 14155 71977 14155 18078 18078 0 0 0 2481 620 1861 1363 1363 0 3844 1983 1861 24000 24000 27844 1983 25861 -9766 16095 1 1 750 1640 1640 138521 127864 180835 139271 129505 182476 0 0 X 139271 129505 139271 129505 139271 129505 139271 -9766 0 129505 0 129505 PUBLICLY TRADED SECURITIES 71977 57822 14155 14155 14155 224 0 224 0 224 0 0 0 0 0 0 224 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A TRUSTEES 6105747341 7 RICHARDS WAY AMBLER PA 19002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINE A CONNOLLY 7 RICHARDS WAY AMBLER PA 19002 TRUSTEE 0.50 0 0 0 JOHN L CONNOLLY 7 RICHARDS WAY AMBLER PA 19002 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 173596 4991 0 178587 0 0 178587 2679 175908 8795 8795 224 224 8571 0 8571 0 8571 25861 0 25861 8571 0 0 28107 16089 31774 23734 99704 25861 0 0 0 8571 17290 0 0 116994 0 0 0 0 0 0 28107 88887 16089 31774 23734 17290 X ABINGTON MEMORIAL HOSPITAL FOUNDATION 1200 OLD YORK ROAD ABINGTON PA 19104 PC AUXILIARY BOARD TO FINANCIALLY SUPPORT THE EFFORTS OF ABINGTON HOSPITAL AND ASSOCIATED HOSPITALS 3000 CRISTO REY PHILADELPHIA HIGH SCHOOL 1717 W ALLEGHENY AVENUE PHILADELPHIA PA 19132 PC EDUCATION OF HIGH SCHOOL CHILDREN 10000 ED SNIDER YOUTH HOCKEY FOUNDATION 3601 S BROAD STREET PHILADELPHIA PA 19148 PC TEACH CHILDREN LIFE LESSONS THROGH ICE HOCKEY 5000 THE FIRST TEE OF GREATER PHILADELPHIA INC 800 WALNUT LANE PHILADELPHIA PA 19128 PC ENABLE KIDS TO BUILD THE STRENGTH OF CHARACTER THAT EMPOWERS THEM THROUGH A LIFETIME OF NEW CHALLENGES 3500 MICHAEL'S WAY 175 COMMERCE DRIVE FORT WASHINGTON PA 19034 PC IMPROVE THE LIVES OF CHILDREN WITH PEDIATRIC CANCER AND TO SUPPORT THEIR PARENTS STRUGGLING UNDER THE FINANCIAL STRAIN OF SUCH A DEVASTATING DIAGNOSIS 2500 24000 0 14 3923 18 14155 0 18078 0 18078 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2481 620 1861 ISHARES CORE MSCI EAFE ETF, 9142 SH 9629 10714 ISHARES CORE S&P 500 ETF, 36 SH 11658 19079 ISHARES CORE S&P MID ETF, 140 SH 5295 8355 ISHARES RUSSELL 2000 ETF, 102 SH 15512 20989 ISHARES S&P 500 GROWTH ETF, 195 SH 6035 16887 ISHARES S&P 500 VALUE ETF, 90 SH 8688 16571 VANGUARD FTSE DEVELOPED MARKETS ETF, 490 SH 18429 24853 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF, 413 SH 15818 17792 VANGUARD MID CAP ETF, 85 SH 14396 20791 INVESCO OPTIMUM YLD ETF, 250 SH 3654 3513 ISHARES CORE S&P TOT ETF, 125 SHS 12295 14454 ISHARES CORE MSCI EMERGING MKTS, 130 SHS 6455 6837 INVESTMENT ADVISORY FEES 1363 1363 0