2024-05-14T11:57:01-05:00 2023-11-30 231398811 DILWORTH PAXSON LLP 1500 Market St Philadelphia PA 191022101 990PF 2022-12-01 232665110 J William & Helen D Stuart Foundation JWIL 2155757095 1500 Market Street 3600E Philadelphia PA 19102 William S Amick co-trustee 2155757095 2024-05-14 1 William Amick 999009999 0 Carol Remetz P00440107 2155757106 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6489153 X X 54607 54607 54607 315417 1902821 315417 370024 370024 54607 0 0 0 0 7972 3986 0 3986 24083 20794 0 3289 14484 0 0 0 46539 24780 0 7275 354500 354500 401039 24780 0 361775 -31015 345244 54607 291156 291156 344318 4112739 3802893 5257930 700444 1028497 940067 5157501 5122546 6489153 0 0 X 3570019 3570019 0 0 1587482 1552527 5157501 5122546 5157501 5122546 5157501 -31015 0 5126486 3940 5122546 Capital Gains from Sales of Securities P 1801322 1587404 213918 213918 Capital Gains Dividends P 101499 101499 101499 315417 213918 4799 0 4799 0 4799 10600 0 0 0 10600 0 5801 5801 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A Bruce A Rosenfield Esquire 2155757095 1500 Market Street Suite 3600 Philadelphia PA 19102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cheryl O Amick c/o 1500 Market Street Ste 3600E Philadelphia PA 19102 Trustee 0.25 0 0 0 Roberta L Stuart C/o 1500 Market St Ste 3600E Philadelphia PA 19102 Trustee 0.25 0 0 0 William S Amick c/o 1500 Market St Ste 3600E Philadelphia PA 19102 Trustee 0.25 0 0 0 Bruce A Rosenfield c/o 1500 Market St Ste 3600E Philadelphia PA 19102 Trustee 0.25 0 0 0 NONE 0 NONE 0 0 1319313 79090 0 1398403 0 0 1398403 20976 1377427 68871 68871 4799 4799 64072 0 64072 0 64072 361775 0 361775 64072 354485 0 0 361775 354485 0 0 7290 0 0 0 0 0 0 0 0 56782 0 0 0 X angel Charity for Children 3132 N Swan Rd tucson AZ 85712 none pC general 15000 barnesville School 21830 peach tree road barnesville MD 20838 none pC general 5000 community food bank of southern arizona 3003 S country rd tucson AZ 85713 none pC general 15000 dickinson college 28 N college street carlisle PA 17013 nONE pc general 20000 el rio foundation 839 W Congress Street Tucson AZ 85745 nONE PC general 70000 Gospel Rescue Mission 707 W Miracle Mile Road Tucson AZ 85705 nONE PC general 50000 interfaith community services of pima co 2820 w ina road tucson AZ 85741 none pC general 5000 lake george Association 2392 State Highway 9N lake george NY 12845 none pc general 4000 lake george land conservancy 4905 lake shore dr bolton landing NY 12814 none pC general 5000 Mercy Health Clinic 501 S 54th Street Philadelphia PA 19143 NONE PC general 50000 Mott Marine Laboratory & Aquarium 1600 Ken Thompson Pkwy Sarasota FL 34236 nONE PC general 30000 Potomac Riverkeeper Network 3070 M Street NW Washington DC 20007 nONE PC general 30000 rocky mountain field insitute 815 s 25th street 101 colorado springs CO 80904 none pc general 3000 Putnam Founders Dollars for Scholars Fun 1 cougar drive 8869 North County Rod Roachdale IN 46172 pc general 2500 Ticonderoga Revitalization Alliance PO Box 247 Ticonderoga NY 12883 NONE PC general 50000 354500 0 14 54607 18 315417 0 0 370024 0 370024 0 0 0 0 0 0 0 0 0 0 equities 3802893 5257930 fixed income AT COST 873496 816089 alternative assets AT COST 155001 123978 legal fees 7972 3986 0 3986 year end adjustment & rounding 3940 Investment fees 17504 17504 0 0 trustee fees 6579 3290 0 3289 Excise tax balance due 3884 0 0 0 estimated tax for fiscal year end 11/23 10600 0 0 0