2024-05-06T11:24:39-05:00 2023-12-31 161710665 STEPHANO SLACK LLC 767 ROUTE 70 EAST STE B-100 MARLTON NJ 08053 990PF 2023-01-01 546588338 THE KALAN FOUNDATION KALA 6106424295 1434 SOAPSTONE ROAD GLADWYNE PA 19035 JEFFREY KALAN TRUSTEE 6106424295 2024-05-05 1 JEFFREY KALAN 999009999 0 RICHARD MORGENSTERN P00086134 8564890222 2024-05-01 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1330303 X X 129 129 33806 33806 -16557 566062 0 21 21 17399 33956 0 0 0 1715 0 0 1865 0 0 13236 13236 0 1860 1860 0 18676 15096 0 64000 64000 82676 15096 64000 -65277 18860 56464 31692 31692 1180216 1139711 1298611 1236680 1171403 1330303 0 0 X 0 0 0 0 1236680 1171403 1236680 1171403 1236680 1171403 1236680 -65277 0 1171403 0 1171403 TD 569 P 2021-01-01 2023-12-31 15046 17456 -2410 -2410 TD 512 P 2023-01-01 2023-12-31 180747 190745 -9998 -9998 TD 512 P 2021-01-01 2023-12-31 90911 90094 817 817 TD 512 P 2021-01-01 2023-12-31 220 220 220 SCHWAB 5930 P 2021-01-01 2023-12-31 125462 126572 -1110 -1110 SCHWAB 0285 P 2021-01-01 2023-12-31 153469 157752 -4283 -4283 CAPITAL GAINS DIVIDENDS P 207 207 207 -16557 262 0 262 0 262 2005 0 0 0 2005 0 1743 1743 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JEFFREY M KALAN 6106424295 1434 SOAPSTONE ROAD GLADWYNE PA 19035 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY M KALAN 7882 SANDHILL COURT WEST PALM BEACH FL 33412 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1235815 44078 0 1279893 0 0 1279893 19198 1260695 63035 63035 262 262 62773 0 62773 0 62773 64000 0 64000 62773 0 0 9379 3822 13201 64000 0 0 0 62773 1227 0 0 14428 0 0 0 0 0 0 0 14428 9379 3822 1227 JEFFREY M KALAN 1434 SOAPSTONE ROAD GLADWYNE PA 19035 6106424295 WRITTEN REQUEST NONE NONE AAE INTERNATIONAL 160 PUTNAM PARK GREENWICH CT 06830 NONE CHARITABLE CHARITABLE 3000 ACLU FOUNDATION 125 BROAD ST 18TH FL NEW YORK NY 10004 NONE CHARITABLE CHARITABLE 4000 ALL FOR ONE PET RESCUE PO BOX 213325 ROYAL PALM BEACH FL 33421 NONE CHARITABLE CHARITABLE 1000 BIRTHRIGHT ISRAEL PO BOX 5892 HICKSVILLE NY 11802 NONE CHARITABLE CHARITABLE 1000 BRIDELWILD TRAILS ASSOC PO BOX 368 GLADWYNE PA 19035 NONE CHARITABLE CHARITABLE 500 CEO AGAINST CANCER-PHILA CHAPTER PO BOX 970 FT WASHINGTON PA 19034 NONE CHARITABLE CHARITABLE 5000 DOCTORS WITHOUT BORDERS 333 7TH AVE 2ND FL NEW YORK NY 10001 NONE CHARITABLE CHARITABLE 4000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW WASHINGTON DC 20090 NONE CHARITABLE CHARITABLE 2000 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 NONE CHARITABLE CHARITABLE 10000 FINCA 1101 14 ST NW 11 FLR WASHINGTON DC 20005 NONE CHARITABLE CHARITABLE 6000 FRIENDS OF WLRN PO BOX 01-2500 MIAMI FL 33101 NONE CHARITABLE CHARITABLE 500 IBIS FRIENDS OF VETERANS 10130 NORTHLAKE BLVD WEST PALM BEACH FL 33412 NONE CHARITABLE CHARITABLE 1500 JEWISH FEDERATION OF PALM BEACH CTY 1 HARVARD CIRCLE STE 100 PALM BEACH FL 33409 NONE CHARITABLE CHARITABLE 1000 KATE SVITEK MEMORIAL FDN PO BOX 104 AMBLER PA 19002 NONE CHARITABLE CHARITABLE 1000 MITZVAH CIRCLE 2562 BLVD OF THE GENERAL STE 100 NORRISTOWN PA 19403 NONE CHARITABLE CHARITABLE 1000 PHILABUNDANCE 3616 SO GALLOWAY ST PHILADELPHIA PA 19148 NONE CHARITABLE CHARITABLE 1500 PLANNED PARENTHOOD PO BOX 96735 WASHINGTON DC 20077 NONE CHARITABLE CHARITABLE 5000 SAYAGYIU U BAKHIN MEMORIAL TRUST 386 COLRAIN-SHELBOURNE RD SHELBOURNE MA 01370 NONE CHARITABLE CHARITABLE 3000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE CHARITABLE CHARITABLE 3000 THE HUNGER PROJECT 5 UNION SQUARE WEST NEW YORK NY 10003 NONE CHARITABLE CHARITABLE 6000 THE KIND KITCHEN 844 PROSPERITY FARMS RD NORTH PALM BEACH FL 33408 NONE CHARITABLE CHARITABLE 500 WARRIOR QUEST 760 SIMEON DR SATELLITE BEACH FL 32937 NONE CHARITABLE CHARITABLE 3000 WHYY 150 N 6TH ST PHILADELPHIA PA 19106 NONE CHARITABLE CHARITABLE 500 64000 0 14 129 14 33806 14 21 14 -16557 0 17399 0 17399 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1865 0 0 1139711 1298611 LEGAL 1715 0 0 TD AMERITRADE 512 21 21 21 INVESTMENT MANAGEMENT FEES 13236 13236 0 FOREIGN TAXES PAID 1860 1860 0