2023-11-09T11:07:34-06:00 2022-12-31 743068464 LEITZELL & ECONOMIDIS PC 90 S NEWTOWN STREET ROAD NEWTOWN SQUARE PA 19073 990PF 2022-01-01 020798403 ROBERT M AND MARTHA J SUPLEE FOUNDATION C/O ROBERT J LEITZELL ROBE 6106136015 1743 ASHBROOKE AVENUE GARNET VALLEY PA 19060 ROBERT J LEITZELL SECRETARY 6106136015 2023-11-06 1 ROBERT LEITZELL 999009999 0 CYNTHIA F LEITZELL P01086007 6105665450 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1823009 X X 42 42 42522 42522 -55992 658625 0 -3488 0 -16916 42564 1500 0 0 3000 0 0 1500 0 0 110 0 0 6110 0 0 101000 101000 107110 0 101000 -124026 42564 318 198 198 31614 40114 40114 35821 0 35821 35821 35821 2112347 1746876 1746876 2180100 1823009 1823009 0 0 X 0 0 0 0 2180100 1823009 2180100 1823009 2180100 1823009 2180100 -124026 0 2056074 233065 1823009 ABBBVIE 2022-06-16 13457 9024 4433 4433 ALGER SMALL CAP 2021-12-16 2022-05-09 1081 1752 -671 -671 CALL ETRN 2022-12-13 2022-09-21 1429 335 1094 1094 ALGER SMALL CAP 2022-05-09 14997 19522 -4525 -4525 CALL GOGL 2022-09-19 2022-07-18 949 949 949 CALL GOGL 2022-12-13 2022-09-20 1180 82 1098 1098 CALL NRZ 2022-05-23 2022-02-08 1538 1538 1538 CALL VLO 2022-02-14 2022-02-01 1035 2045 -1010 -1010 COSTAMARE INC 2021-07-21 2022-03-18 27603 20268 7335 7335 ENBRIDGE INC 2022-05-09 2022-10-19 18330 22182 -3852 -3852 ENTERPRISE 2022-01-31 14438 15950 -1512 -1512 EQUITRANS MIDSTREAM 2022-12-13 22614 27695 -5081 -5081 EQUITRANS MIDSTREAM 2022-11-14 2022-12-13 2 1 1 1 FINANCIAL INVS TR EMERALD 2014-01-14 2022-04-27 9965 8893 1072 1072 FINANCIAL INVS TR EMERALD 2022-11-21 5304 6710 -1406 -1406 FINANCIAL INVS TR EMERALD 2022-11-21 11424 12268 -844 -844 GAMING AND LEISURE 2022-01-10 25381 25532 -151 -151 GAMING AND LEISURE 2022-01-10 23095 18836 4259 4259 GOLDEN OCEAN GROUP 2022-12-13 24113 28875 -4762 -4762 GAMING AND LEISURE 2022-01-10 23 24 -1 -1 GOLDEN OCEAN GROUP 2022-12-06 2022-12-13 2 2 0 0 GREAT ELM 2014-11-20 2022-03-01 1 3 -2 -2 INVESCO INTERNATIONAL 2015-05-20 2022-05-03 5000 4602 398 398 INVESCO INTERNATIONAL 2021-12-15 2022-10-31 1275 1912 -637 -637 INVESCO INTERNATIONAL 2022-10-31 7857 9059 -1202 -1202 JANUS HENDERSON 2022-03-24 20000 11954 8046 8046 JANUS HENDERSON 2021-12-21 2022-09-21 3308 5487 -2179 -2179 JANUS HENDERSON 2022-09-21 4449 5487 -1038 -1038 KINDER MORGAN 2021-07-23 2022-04-20 14624 12598 2026 2026 KINDER MORGAN 2022-06-02 2629 2261 368 368 KINDER MORGAN 2022-06-02 29847 25037 4810 4810 KINDER MORGAN 2022-05-16 2022-06-02 2 2 0 0 KKR REAL ESTATE FINANCE 2022-06-02 22884 31790 -8906 -8906 NEW YORK COMMUNITY BANKCORP 2022-12-13 17615 25385 -7770 -7770 PIMCO ACCESS 2022-07-05 40495 51163 -10668 -10668 PIMCO ACCESS 2022-07-01 2022-07-05 12 15 -3 -3 PIMCO DYNAMIC 2022-02-01 1927 2235 -308 -308 PIMCO DYNAMIC 2021-12-01 2022-02-01 112 129 -17 -17 RITHM CAPITAL 2022-12-13 23680 37665 -13985 -13985 RTS GREAT ELM 2022-05-26 2022-06-21 0 0 TWO HARBORS INVESTMENT 2022-03-09 3151 3852 -701 -701 TWO HARBORS INVESTMENT 2022-03-09 28748 69181 -40433 -40433 TWO HARBORS INVESTMENT 2022-01-28 2022-03-09 1 1 0 0 VALERO ENERGY CORP 2021-10-26 2022-04-14 44350 40285 4065 4065 UNIT FT TGT 2022-08-10 47252 54958 -7706 -7706 INIT INV GLOBAL 2021-12-22 2022-11-29 64045 67112 -3067 -3067 ATT 2022-03-21 11620 16621 -5001 -5001 BOEING 2014-10-30 2022-03-21 23165 15827 7338 7338 CAPITAL GAINS DIVIDENDS P 22616 22616 22616 -55992 592 0 592 0 592 0 0 0 0 0 28 620 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A FOUNDATION SECRETARY 6106136015 1743 ASHBROOKE AVENUE GARNET VALLEY PA 19060 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STERIANNE ECONOMIDIS STEFANIDIS 323 WEST FRONT STREET MEDIA PA 19063 VICE PRESIDENT 1.00 500 0 0 ROBERT J LEITZELL ESQUIRE 1743 ASHBROOKE AVENUE GARNET VALLEY PA 19060 PRESIDENT AND SECRETARY 3.00 500 0 0 GEORGE ECONOMIDES 1030 EAST LANCASTER AVENUE ROSEMONT PA 19010 BOARD MEMBER 1.00 500 0 0 NONE 0 NONE 0 TOTAL CHARITABLE CONTRIBUTIONS AS LISTED 101000 0 1947324 258 0 1947582 0 0 1947582 29214 1918368 95918 95918 592 592 95326 0 95326 0 95326 101000 0 101000 95326 78964 0 0 101000 78964 0 0 22036 0 0 0 0 0 0 0 0 73290 0 0 0 X ABRAMSON CANCER CENTER PENN MEDICINE PHILADELPHIA PA 19107 NONE HOSPITAL RESEARCH CHARITABLE-CANCER RESEARCH 5000 ALS 1275 K STREET NW WASHINGTON DC 20005 NONE PUBLIC CHARITY CHARITABLE--PROVIDING FUNDS FOR RESEARCH, CARE SERVICES, PUBLIC POLICY 4000 ALZHEIMER'S ASSOCIATION 399 MARKET STREET PHILADELPHIA PA 19106 NONE PUBLIC CHARITY CHARITABLE--TO PROVIDE RESEARCH AND ASSISTANCE WITH PEOPLE WITH ALS 5000 AMERICAN CANCER SOCIETY PO BOX 22718 OKLAHOMA CITY OK 73123 NONE PUBLIC CHARITY CHARITABLE-CANCER RESEARCH 5000 AMERICAN HEART ASSOCIATION 1617 JFK BOULEVARD PHILADELPHIA PA 19103 NONE PUBLIC CHARITY CHARITABLE--HEART DISEASE RESEARCH 5000 AMERICAN RED CROSS 2221 CHESTNUT STREET PHILADELPHIA PA 19103 NONE PUBLIC CHARITY CHARITABLE--PROVIDING FUNDS TO HELP THOSE IN NEED 5000 CYSTIC FIBROSIS FOUNDATION 2004 SPROUL ROAD BROOMALL PA 19008 NONE PUBLIC CHARITY CHARITABLE--FUNDING FOR RESEARCH TO CURE CYSTIC FIBROSIS 4000 LAINIE LEITZELL MEMORIAL SCHOLARSHIP FUND UNIVERSITY OF PA UNIVERSITY OF PENNSYLVANIA 3535 MARKET STREET PHILADELPHIA PA 19104 NONE SCHOOL TO FOSTER EDUCATION SCHOLARSHIPS TO THE UNIVERSITY OF PENNSYLVANIA 4000 LITTLE PEOPLE OF AMERICA 250 EL CAMINO REAL TUSTIN CA 92780 NONE PUBLIC CHARITY CHARITABLE--TO HELP AND PROVIDE SUPPORT FOR PERSONS OF SHORT STATURE 6000 MAKE A WISH FOUNDATION 707 GRANT STREET PITTSBURGH PA 15219 NONE PUBLIC CHARITY CHARITABLE-TO HELP ILL CHILDREN 4000 MULTIPLE SCLEROSIS ASSOCATION OF AMERICA 30 S 17TH STREET PHILADELPHIA PA 19103 NONE PUBLIC CHARITY CHARITABLE--FUNDING FOR RESEARCH AND HELP THOSE WITH MS 4000 MUSCULAR DYSTROPHY ASSOCATION 600 REED ROAD BROOMALL PA 19008 NONE PUBLIC CHARITY CHARITABLE--FUNDING TO CURE MUSCULAR DYSTROPHY 4000 PHILOPTOCHOS OF ST NICHOLAS 13 S MT VERNON AVE ATLANTIC CITY NJ 08401 NONE PUBLIC CHARITY CHARITABLE--PROVIDING SOCIAL SERVICES TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY 8000 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 10001 NONE PUBLIC CHARITY CHARITABLE-FUNDING FOR RESEARCH IN PROSTATE CANCER 5000 SHRINER'S HOSPITALS FOR CHILDREN 3551 N BROAD STREET PHILADELPHIA PA 19140 NONE PUBLIC CHARITY CHARITABLE--DEDICATED TO IMPROVING THE LIVES OF CHILDREN 5000 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE HOSPITAL RESEARCH CHARITABLE--RESEARCH FOR ILL CHILDREN 5000 SUSAN G KOMEN FOR THE CURE BOX 650309 DALLAS TX 75265 NONE PUBLIC CHARITY CHARITABLE--BREAST CANCER RESEARCH 5000 TUNNELS TO TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY CHARITABLE--INTERNATIONAL RELIEF 4000 UNITED WAY OF PHILADELPHIA 1709 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 NONE PUBLIC CHARITY CHARITABLE--TO HELP FUND POVERTY PROGRAMS TO BREAK THE CYCLE OF PROVERTY 4000 WILLIAMSON FREE SCHOOL OF MECHANICAL TRADES 142 SOUTH NEW MIDDLETOWN ROAD MEDIA PA 19063 NONE SCHOOL CHARITABLE--ADVANCEMENT OF SCHOOL MISSION 5000 WOUNDED WARRIOR PROJECT 301 GRANT STREET SUITE 900 PITTSBURGH PA 15219 NONE PUBLIC CHARITY CHARITABLE--TO HELP THOSE RETURNING VETERANS 5000 101000 0 42 42522 0 -55992 0 0 -13428 -13428 3 INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS 4 INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS 8 INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1500 0 0 MORGAN STANLEY FMV 907971 907971 BEST VEST FMV 576405 576405 AMERICAN FUNDS FMV 262500 262500 LEGAL FEES 3000 0 0 UNREALIZED GAIN OR LOSS 229999 TAXES 3066 ENERGY TRANSFER -2571 0 -2571 ENTERPRISE -917 0 -917 FOREIGN TAX 110 0 0