2025-05-08T06:01:35-05:00 2024-12-31 232770983 HECKSCHER TEILLON TERRILL & SAGER PC 1001 CONSHOHOCKEN STATE RD STE 1-300 WEST CONSHOHOCKEN PA 19428 990PF 2024-01-01 136067379 JULIUS H CAPLAN CHARITY FOUNDATION JULI 6109404181 HTTS 1001 CONSHOHOCKEN ST RD 1-300 W CONSHOHOCKEN PA 194282950 ELI CAPLAN DIRECTOR 6109404181 2025-05-08 1 0 JILL R FOWLER ESQUIRE P00554942 6109402600 2024 2025-03-06 01:10:19Z X 13199091 X X 134 134 276708 276708 125557 641743 125557 402399 402399 0 0 0 262387 0 0 262387 0 0 618200 618200 880587 0 618200 -478188 402399 1000 1000 1387304 1020559 1020559 4213188 4106069 9891125 1659870 1659870 2286407 7260362 6787498 13199091 0 0 X 0 0 0 0 7260362 6787498 7260362 6787498 7260362 6787498 7260362 -478188 5324 6787498 0 6787498 3,320 CAMECO CORPP P 2021-11-26 2024-01-11 152771 79660 73111 73111 1,520 DIAGEO PLC P 2023-06-06 2024-12-11 192283 257126 -64843 -64843 1,130 FISERV INC P 2021-01-12 2024-02-29 168242 125900 42342 42342 599 NEXSTAR MEDIA GROUP INC P 2020-03-13 2024-11-08 103325 46100 57225 57225 899 KENVUE INC. P 2007-01-26 2024-01-03 19181 7400 11781 11781 CAPITAL GAINS DIVIDENDS P 5941 5941 5941 125557 5593 0 5593 0 5593 3186 0 0 0 3186 X 90 2497 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 0 N/A HECKSCHER TEILLON TERRILL & SAGER PC 6109402600 1001 CONSHOHOCKEN ST RD STE 1-300 WEST CONSHOHOCKEN PA 19428 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELI CAPLAN 836 FOUNDERS WAY EAST PETERSBURG PA 17520 DIRECTOR 5.00 0 0 0 PERRY CAPLAN 4977 ORE BANK ROAD YORK PA 17406 DIRECTOR 1.00 0 0 0 SLOAN CAPLAN 622 WILLOW GREEN LITITZ PA 17543 DIRECTOR 1.00 0 0 0 PATRICK FRUZZETTI 505 FIFTH AVENUE NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 12084135 1363454 0 13447589 0 0 13447589 201714 13245875 662294 662294 5593 5593 656701 0 656701 0 656701 618200 0 618200 656701 0 0 5781 10318 16099 618200 0 0 0 618200 0 16099 16099 0 0 0 0 0 22402 0 0 0 X CASA OF LANCASTER COUNTY 53 NORTH DUKE STREET 218 LANCASTER PA 17602 PUBLIC CHARITY GENERAL FUND 2000 CRISPUS ATTUCKS COMMUNITY CENTER 605 SOUTH DUKE STREET YORK PA 17401 PUBLIC CHARITY GENERAL FUND 2000 FRANKLIN & MARSHALL COLLEGE 637 COLLEGE AVE LANCASTER PA 17603 PUBLIC CHARITY GENERAL FUND 7500 ORWIGSBURG FREE LIBRARY 216 W INDEPENDENCE ST ORWIGSBURG PA 17961 PUBLIC CHARITY GENERAL FUND 1000 LANCASTER LEBANON HABITAT FOR HUMANITY 1061 MANHEIM PIKE LANCASTER PA 17601 PUBLIC CHARITY GENERAL FUND 200 DEVELOPMENTAL & DISABILITY SERVICES OF LEBANON VALLEY 1126 WALNUT STREET LEBANON PA 17042 PUBLIC CHARITY GENERAL FUND 100 MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVE NO 400 PHOENIX AZ 85016 PUBLIC CHARITY GENERAL FUND 1000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 1 COLLEGE HALL ROOM 211 PHILADELPHIA PA 19104 PUBLIC CHARITY GENERAL FUND 602600 NEVET HAMASGER ST 1 RAANANA IS NC GENERAL FUND 1800 618200 0 134 276708 125557 0 0 402399 402399 4 THE ORGANIZING DOCUMENT FOR THE JULIUS H. CAPLAN CHARITY FOUNDATION IS THE CERTIFICATE OF INCORPORATION OF THE JULIUS H. CAPLAN CHARITY FOUNDATION DATED DECEMBER 14, 1944. PURSUANT TO PARAGRAPH 2 OF THE CERTIFICATE OF INCORPORATION THE DIRECTORS SHALL COLLECT AND OTHERWISE RAISE MONEY FOR CHARITABLE, PHILANTHROPIC AND BENEVOLENT PURPOSES AND TO DISTRIBUTE THE SAME TO SUCH ORGANIZATIONS WITH THE SAME PURPOSES. SUCH ORGANIZATIONS ARE THE TYPE DESCRIBED IN EACH OF SECTIONS 170(C), 2055(A), 2522(A) AND 170(B)(1)(A) OF THE INTERNAL REVENUE CODE 8 SAME EXPLANATION AS LINE 4. 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB ACCOUNT #XXXX-1752 4106069 9891125 CHARLES SCHWAB ACCOUNT #XXXX-1752 AT COST 1659870 2286407 MANUAL ADJUSTMENT 5324 CHARLES SCHWAB SERVICE FEES 262322 0 0 PNC WEALTH MANAGEMENT - FEES 65 0 0