2022-11-09T11:18:33-06:00 2021-12-31 743068464 LEITZELL & ECONOMIDIS PC 323 WEST FRONT STREET MEDIA PA 19063 990PF 2021-01-01 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 2022-10-31 1 ROBERT LEITZELL 999009999 CYNTHIA F LEITZELL P01086007 6105665450 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2180100 X X 17 17 58704 58704 148203 728319 148203 -1875 0 205049 206924 500 0 0 3500 0 0 1500 0 0 104 0 0 5604 0 0 101000 101000 106604 0 101000 98445 206924 1745 318 318 18287 31614 31614 35821 0 35821 35821 35821 1954116 2112347 2112347 2009969 2180100 2180100 0 0 X 0 0 0 0 2009969 2180100 2009969 2180100 2009969 2180100 2009969 98445 71686 2180100 0 2180100 UNIT FT TGT GLB 2021-02-25 2021-08-31 54717 41442 13275 13275 UNIT INV GLOBAL 45 DIV 2020-12-23 2021-12-22 67128 58574 8554 8554 ABBV 2019-11-26 2021-09-01 16592 13353 3239 3239 AGNC 2021-06-21 2021-12-13 17970 19706 -1736 -1736 AGNC 2020-01-01 2021-12-13 23874 19002 4872 4872 AGNC 2021-12-09 2021-12-13 8 8 0 0 ARES 2020-01-01 2021-12-14 15074 12528 2546 2546 B&G 2021-01-01 2021-02-04 32678 29524 3154 3154 B&G 2021-02-01 2021-02-04 30 35 -5 -5 CALL CMRE 2021-10-18 2021-08-31 1130 1130 1130 CALL CMRE 2021-11-22 2021-10-18 1030 1030 1030 CALL CMRE 2021-12-20 2021-07-01 1229 1229 1229 CALL COTY 2021-08-26 2021-11-22 1029 1029 1029 CALL NAVI 2021-02-21 2021-01-14 3244 3244 3244 CALL NAVI 2021-04-16 2021-02-24 747 2170 -1423 -1423 CALL OLN 2021-04-13 2021-03-16 1153 1820 -667 -667 CALL OLN 2021-06-18 2021-04-13 1529 104 1425 1425 CALL OLN 2021-07-19 2021-06-18 1730 1730 1730 CALL SOFI 2021-08-16 2021-08-12 1240 1240 1240 CALL SOFI 2021-10-15 2021-09-09 1429 5456 -4027 -4027 CALL VLO 2021-05-10 2021-04-16 966 1920 -954 -954 CALL VLO 2021-06-21 2021-05-10 2220 1520 700 700 CARRIER GLOBAL CORP 2020-01-01 2021-04-30 10723 6407 4316 4316 CARRIER GLOBAL CORP 2020-01-01 2021-08-12 39033 26940 12093 12093 CARRIER GLOBAL CORP 2021-08-10 2021-08-12 50 50 0 0 COSTA MARE 2021-07-01 2021-11-24 24417 24061 356 356 COTY INC 2021-04-30 2021-12-14 19395 20385 -990 -990 JOHNSON AND JOHNSON 2021-01-01 2021-04-13 15698 14351 1347 1347 JOHNSON AND JOHNSON 2021-01-01 2021-04-13 157 155 2 2 JP MORGAN 2021-01-01 2021-01-26 401 365 36 36 JP MORGAN 2020-01-01 2021-01-26 10851 10391 460 460 KKR REAL ESTATE 2018-08-22 2021-04-28 20495 21081 -586 -586 MARATHAN PET CORP 2021-01-01 2021-01-26 1507 1199 308 308 MARATHAN PET CORP 2020-12-10 2021-01-26 23356 32812 -9456 -9456 MARATHAN PET CORP 2020-12-10 2021-01-26 16 15 1 1 NAVIENT CORP 2020-08-27 2021-01-26 4533 3716 817 817 NAVIENT CORP 2021-04-09 2020-01-26 30744 22415 8329 8329 NAVIENT CORP 2020-11-05 2021-05-21 14658 8669 5989 5989 NAVIENT CORP 2020-11-05 2021-07-23 9047 4558 4489 4489 NAVIENT CORP 2021-06-18 2021-07-23 14 13 1 1 NVIDIA 2020-01-01 2021-07-19 130 19 111 111 OLIN CORP 2020-11-24 2021-10-15 66842 34077 32765 32765 OLIN CORP 2021-09-10 2021-10-15 27 27 0 0 OTIS WORLDWIDE 2021-01-01 2021-04-30 77 61 16 16 OTIS WORLDWIDE 2020-01-01 2021-04-30 11632 10886 746 746 OTIS WORLDWIDE 2021-01-01 2021-04-30 73 61 12 12 PIMCO DYNAMIC 2021-01-27 2021-07-19 21295 20000 1295 1295 PIMCO DYNAMIC 2021-01-27 2021-12-13 19706 20000 -294 -294 SOFI TECHNOLOGIES 2021-01-01 2021-10-22 46795 38363 8432 8432 VALERO 2021-01-01 2021-06-18 37917 37165 752 752 VALERO 2021-06-08 2021-06-18 72 78 -6 -6 VAN ECK FDS 2020-12-24 2021-12-13 572 680 -108 -108 VAN ECK FDS 2020-09-11 2021-12-13 4748 7500 -2752 -2752 VIATRIS 2021-01-01 2021-07-23 3267 4095 -828 -828 VIATRIS 2020-07-14 2021-07-23 833 931 -98 -98 VIATRIS 2021-06-16 2021-07-23 2 2 0 0 CARRIER GLOBAL CORP 2020-08-01 2021-08-12 3096 1426 1670 1670 CAPITAL GAINS DIVIDENDS P 39393 39393 39393 148203 2876 0 2876 0 2876 0 0 0 0 0 33 2909 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 0 0 0 ROBERT J LEITZELL ESQUIRE 1743 ASHBROOKE AVENUE GARNET VALLEY PA 19060 PRESIDENT AND SECRETARY 3.00 0 0 0 GEORGE ECONOMIDES 1030 EAST LANCASTER AVENUE ROSEMONT PA 19010 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 TOTAL CHARITABLE CONTRIBUTIONS AS LISTED 101000 0 2073706 981 0 2074687 0 0 2074687 31120 2043567 102178 102178 2876 2876 99302 0 99302 0 99302 101000 0 101000 99302 80662 0 0 101000 80662 0 0 20338 0 0 0 0 0 0 0 0 78964 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 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 10001 NONE PUBLIC CHARITY CHARITABLE-FUNDING FOR RESEARCH IN PROSTATE CANCER 5000 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 TUNNELS TO TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY CHARITABLE--INTERNATIONAL RELIEF 4000 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 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 17 58704 0 148203 0 0 206924 206924 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 1059873 1059873 BEST VEST FMV 737443 737443 AMERICAN FUNDS FMV 315031 315031 LEGAL FEES 3500 0 0 ENERGY TRANSFER -567 0 -567 ENTERPRISE -1308 0 -1308 UNREALIZED GAIN OR LOSS 71686 FOREIGN TAX 104 0 0