2025-08-26T14:11:31-05:00 2024-12-31 231392502 DUANE MORRIS LLP 30 S 17TH STREET PHILADELPHIA PA 191034196 990PF 2024-01-01 232582882 JUNE & STEVE WOLFSON FAMILY FOUNDATION JUNE 2159791635 LFS 215 W CHURCH RD 108 KING OF PRUSSIA PA 19406 STEVE WOLFSON VICE PRESIDENT 2159791635 2025-08-21 1 0 BARBARA A RUTH-COOK P01066743 2159791640 2025-08-20 2024 2025-03-06 01:10:19Z X 6842654 X X 352823 345715 14152 527 14152 56230 56230 423205 416097 0 0 0 4000 4000 0 16300 16300 0 14494 0 0 34794 20300 0 290750 290750 325544 20300 290750 97661 395797 543631 926707 926707 436829 208685 206955 3583543 3522508 4688097 202791 199131 187732 393538 393538 357364 468375 475799 475799 5628707 5726368 6842654 0 0 X 3760555 3760555 0 0 1868152 1965813 5628707 5726368 5628707 5726368 5628707 97661 0 5726368 0 5726368 J.P. MORGAN P 2024-01-01 2024-12-31 2755 2755 J.P. MORGAN P 2020-01-01 2024-12-31 -373 -373 USBANK P 2020-01-01 2024-12-31 14174 14174 USBANK P 2024-01-01 2024-12-31 210 210 USBANK P 2020-01-01 2024-12-31 -3141 -3141 CAPITAL GAINS DIVIDENDS P 527 527 527 14152 5502 0 5502 0 5502 6360 0 0 0 6360 1 857 857 0 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A JEROME HOGAN AT LAFAYETTE FINANCIAL 6109920149 215 W CHURCH RD SUITE 108 KING OF PRUSSIA PA 19406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUNE WOLFSON CO LAFAYETTE FINANCIAL 215 W CHURCH ROAD SUITE 108 KING OF PRUSSIA PA 19406 PRESIDENT 5.00 0 0 0 STEPHEN WOLFSON CO LAFAYETTE FINANC 215 W CHURCH ROAD SUITE 108 KING OF PRUSSIA PA 19406 VICE PRESIDENT 5.00 0 0 0 GREGORY WOLFSON 215 W CHURCH ROAD SUITE 108 KING OF PRUSSIA PA 19406 TREASURER 5.00 0 0 0 PAUL WOLFSON 215 W CHURCH ROAD SUITE 108 KING OF PRUSSIA PA 19406 SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 6707785 0 0 6707785 0 0 6707785 100617 6607168 330358 330358 5502 5502 324856 0 324856 0 324856 290750 0 290750 324856 284644 0 0 290750 284644 0 0 6106 0 0 0 0 0 0 0 0 318750 0 0 0 X 1812 PRODUCTIONS 2329 SOUTH 3RD ST PHILADELPHIA PA 19148 NONE PUBLIC CHARITY GENERAL 50000 ANTI DEFAMATION LEAGUE 1617 JFK BLVD PHILADELPHIA PA 19103 NONE PUBLIC CHARITY GENERAL 5000 ARDEN THEATER 40 N 2ND ST PHILADELPHIA PA 19106 NONE PUBLIC CHARITY GENERAL 35000 BACK ON MY FEET 100 SOUTH BROAD ST PHILADELPHIA PA 19110 NONE PUBLIC CHARITY GENERAL 2500 BEYOND TYPE 1 400 CONCAR DR SAN MATEO CA 94402 NONE PUBLIC CHARITY GENERAL 1000 CANINE ANGELS INC 2873 LOLOLLY AVE LITTLE RIVER SC 29566 NONE PUBLIC CHARITY GENERAL 1500 EDEN AUTISM FOUNDATION 2 MERWICK ROAD PRINCETON NJ 08540 NONE PUBLIC CHARITY GENERAL 5000 EGO PO CLASSIC THEATRE 1219 VINE ST PHILADELPHIA PA 19107 NONE PUBLIC CHARITY GENERAL 3000 FEMALE HEBREW BENEVOLENT SOCIETY 2125 DELANCEY PLACE PHILADELPHIA PA 19103 NONE PUBLIC CHARITY GENERAL 1000 INIS NUA THEATRE 1427 SPRUCE ST PHILADELPHIA PA 19102 NONE PUBLIC CHARITY GENERAL 2500 INTERACT THEATER 302 HICKS ST PHILADELPHIA PA 19102 NONE PUBLIC CHARITY GENERAL 6250 JEVS HUMAN SERVICES 1845 WOLNUT ST PHILADELPHIA PA 19103 NONE PUBLIC CHARITY GENERAL 2500 LANTERN THEATER PO BOX 53428 PHILADELPHIA PA 19105 NONE PUBLIC CHARITY GENERAL 3000 MAGEN DAVID ADOM AFMDA 20 W 36TH ST NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL 8750 MICHIGAN STATE UNIVERSITY 535 CHESTNUT RD EAST LANSING MI 48824 NONE PUBLIC CHARITY GENERAL 1000 PHILA YOUTH BASKETBALL 1735 MARKET ST CONCOURSE FLOOR PHILADELPHIA PA 19103 NONE PUBLIC CHARITY GENERAL 20000 PHILADELPHIA RONALD MCDONALD HOUSE 3925 CHESTNUT ST PHILADELPHIA PA 19104 NONE PUBLIC CHARITY GENERAL 10000 PHILADELPHIA THEATRE COMPANY 215 SOUTH BROAD ST PHILADELPHIA PA 19107 NONE PUBLIC CHARITY GENERAL 1000 TETON YOUTH AND FAMILY PO BOX 2631 JACKSON WY 83001 NONE PUBLIC CHARITY GENERAL 5000 THE CHILDREN'S HOSPITAL OF PHILADELPHIA 34TH ST CIVIC CENTER BLVD PHILADELPHIA PA 19129 NONE PUBLIC CHARITY GENERAL 100000 THEATER EXILE 1340 S 13TH ST PHILADELPHIA PA 19147 NONE PUBLIC CHARITY GENERAL 1000 TRUSTEE OF UNIVERSITY OF PENNSYLVANIA 3535 MARKET ST PHILADELPHIA PA 19104 NONE PUBLIC CHARITY GENERAL 10000 WILMA THEATRE 265 SOUTH BROAD ST PHILADELPHIA PA 19107 NONE PUBLIC CHARITY GENERAL 2000 SIGMA ALPHA MU 3400 POWELTON AVE PHILADELPHIA PA 19104 NONE PUBLIC CHARITY GENERAL 2500 FRIENDS OF ISRAEL DEFENSE FORCE 500 OFFICE CENTER DR FORT WASHINGTON PA 19034 NONE PUBLIC CHARITY GENERAL 8750 FRIENDS OF UNITED HATZALAH 442 5TH AVE 1866 NEW YORK NY 10018 NONE PUBLIC CHARITY GENERAL 2500 290750 0 14 352823 14 56230 18 14152 0 423205 0 423205 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4000 4000 0 US BANK #1490-CORP BONDS 113000 101788 US BANK #4163 - BONDS 86131 85944 JP MORGAN #11245 1553930 1657450 US BANK #1490-STOCK 1720844 2657115 US BANK #416300 - STOCK 247734 373532 0 0 208685 206955 US BANK #1490 - FIXED INCOME FUNDS AT COST 393538 357364 GOLUB CAPITAL PARTNERS 12 275790 273891 273891 INTERCAPITAL VILLA RICA ASSOCIATES 10092 9428 9428 STAR MOUNTAIN 4 182493 192480 192480 GOLUB CAPITAL PARTNERS 12, LP 24686 24686 24686 ENERGY TRANSFER LP SER A 5565 5565 5565 STAR MOUNTAIN STRATEGIC 26643 26643 26643 INTERCAPITAL VILLA RICA -664 -664 -664 US BANK FEES #1490 6078 6078 0 US BANK FEES #4163 1120 1120 0 J.P. MORGAN FEES 9102 9102 0 EXCISE TAX 11653 0 0 FOREIGN TAXES 2841 0 0