2024-11-15T17:00:11-06:00 2023-12-31 231420296 SIANA CARR O'CONNOR & LYNAM LLP 1500 E LANCASTER AVENUE SUITE 202 PAOLI PA 19301 990PF 2023-01-01 232899799 THE JAMES & AGNES KIM FOUNDATION INC C/O SIANA CARR O'CONNOR & LYNAM LLP JAME 6102964200 1500 E LANCASTER AVENUE PAOLI PA 19301 SUSAN Y KIM SECRETARY 6102964200 2024-11-15 1 0 KEVIN C LYNAM P00299892 6102964200 2024-11-15 2023 2024-10-15 13:58:12Z X 68395969 X 1000000 1076273 1076273 146084 2335693 146084 2222357 1222357 0 0 0 28272 28272 0 11468 5468 0 1452 0 1452 113526 107913 5613 154718 141653 7065 1500000 1500000 1654718 141653 1507065 567639 1080704 8904401 7689051 7689051 8840903 9118578 42892846 13428935 14934249 17814072 31174239 31741878 68395969 0 0 X 0 0 0 0 31174239 31741878 31174239 31741878 31174239 31741878 31174239 567639 0 31741878 0 31741878 8455 INVECO EX - TRA II KBW BK ETF P 2022-05-05 2023-01-25 469147 492992 -23845 -23845 7144 SELECT SECTOR SPDR TRL P 2022-05-19 2023-04-05 227213 235039 -7826 -7826 12618 ALPS ETF TR ALERIAN P 2021-12-08 2023-04-05 492241 369531 122710 122710 21288 SELECT SECTOR SPDR TL P 2020-11-05 2023-04-05 677061 678309 -1248 -1248 413651.473 JPM MM FD P 2022-12-01 2023-12-19 413941 413738 203 203 CAPITAL GAINS DIVIDENDS P 56090 56090 56090 146084 15022 0 15022 0 15022 18593 0 0 0 18593 0 3571 3571 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 1 0 1 N/A THE FOUNDATION 6102964200 1500 E LANCASTER AVENUE PAOLI PA 19301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AGNES C KIM 915 MT PLEASANT ROAD BRYN MAWR PA 19010 PRESIDENT 0.00 0 0 0 JAMES J KIM 915 MT PLEASANT ROAD BRYN MAWR PA 19010 TREASURER 0.00 0 0 0 SUSAN Y KIM 854 MT PLEASANT ROAD BRYN MAWR PA 19010 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION DOES NOT DIRECTLY OR ACTIVELY CONDUCT ANY CHARITABLE ACTIVITIES. THE FOUNDATION DOES NOT MAINTAIN ANY SIGNIFICANT INVOLVEMENT GRANT PROGRAMS. 0 THE FOUNDATION DOES NOT MAKE ANY PROGRAM-RELATED INVESTMENTS. 0 0 50123223 8831371 0 58954594 0 0 58954594 884319 58070275 2903514 2903514 15022 15022 2888492 0 2888492 0 2888492 1507065 0 1507065 2888492 0 0 1401392 167519 1568911 1507065 0 0 0 1507065 0 1381427 1381427 187484 0 0 0 0 0 0 19965 167519 167519 AGNES C KIM JAMES J KIM X BRYN MAWR HOSPITAL FOUNDATION 130 S BRYN MAWR AVENUE BRYN MAWR PA 190103598 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50000 COMMUNITY VOLUNTEERS IN MEDICINE 300 LAWRENCE DR B WEST CHESTER PA 19380 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 500000 DARTMOUTH COLLEGE 10 N MAIN STREET HANOVER NH 03755 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50000 FORDHAM UNIVERSITY 45 COLUMBUS AVENUE 8TH FLOOR NEW YORK NY 10023 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50000 GEORGETOWN UNIVERSITY BOX 57123 WASHINGTON DC 20057 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50000 HAMILTON COLLEGE 198 COLLEGE HILL ROAD CLINTON NY 13323 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25000 MICHAEL'S WAY 175 COMMERCE DRIVE STE 400 FORT WASHINGTON PA 19034 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 5000 NATIONAL CONSTITUTION CENTER 525 ARCH STREET PHILADELPHIA PA 19106 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 5000 NATURAL LANDS TRUST 1031 PALMERS MILL ROAD MEDIA PA 19063 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50000 PHILABUNDANCE 3616 S GALLOWAY STREET PHILADELPHIA PA 19148 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50000 PHILADELPHIA MUSEUM OF ART PO BOX 7646 PHILADELPHIA PA 191017646 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 135000 PHILADELPHIA ORCHESTRA 260 SOUTH BROAD STREET 16TH FLOOR PHILADELPHIA PA 19102 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 270000 PHILIP JAISOHN HOME HEALTH CARE 6705 OLD YORK ROAD PHILADELPHIA PA 19126 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 35000 TEMPLE UNIVERSITY 1801 N BROAD STREET PHILADELPHIA PA 19122 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25000 THE FRANKLIN INSTITUTE 222 N 20TH STREET PHILADELPHIA PA 19103 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 35000 THE HILL SCHOOL 860 BEECH STREET POTTSTOWN PA 19464 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 10000 TWELVE PLUS (12) 1349 W CHELTENHAM AVE STE 202 ELKINS PARK PA 19027 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 50000 UNIVERSITY OF PENN - ALUMNI FUND 3451 WALNUT STREET PHILADELPHIA PA 191043111 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25000 UNIVERSITY OF PENN - WHARTON SCHOOL 3451 WALNUT STREET PHILADELPHIA PA 191046285 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25000 WILLIAMSON COLLEGE FOR THE TRADES 106 S NEW MIDDLETOWN ROAD MEDIA PA 19003 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 25000 YOUNG SCHOLARS CHARTER SCHOOL 1415 N BROAD STREET 1ST FLOOR PHILADELPHIA PA 19122 N/A OTHER PUBLIC CHARITY GENERAL CONTRIBUTION 30000 1500000 0 1076273 146084 0 0 1222357 1222357 4 ALL OF THE INCOME PRODUCED BY THE FOUNDATION'S INVESTMENTS WAS OR WILL 8 BE USED TO FURTHER THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSE BY ENABLING THE FOUNDATION TO MAKE SIGNIFICANT GRANTS IN THE CURRENT & FUTURE YEARS, TO HIGHLY RESPECTED EDUCATIONAL INSTITUTIONS IN ORDER TO IMPROVE THE QUALITY OF SECONDARY AND POST-SECONDARY EDUCATION IN THE GREATER PHILADELPHIA REGION. 0 0 0 0 0 0 0 0 0 0 X X 1 AGNES KIM 915 MT PLEASANT ROAD BRYN MAWR PA 19010 500000 X 2 JAMES KIM 915 MT PLEASANT ROAD BRYN MAWR PA 19010 500000 X ACCOUNTING FEES 28272 28272 0 CONTROLLED ENTITY PART VI-A, LINE 11 CONTROLLED ENTITY - AMKOR TECHNOLOGY, INC; EIN 23-1722724; 2045 E. INNOVATION CIRCLE, TEMPE, AZ 85284. THE FOUNDATION DOES NOT HAVE AN EXCESS BUSINESS HOLDING IN THIS CONTROLLED ENTITY. 1150000 AMKOR TECHNOLOGIES INC 5067211 38260500 2049 META PLATFORMS 558200 725264 4759 ALPHABET INC CL A 283161 293349 2910 LENNAR CORP CL A 277874 433706 3135 D R HORTON INC 278050 476457 3865 BERKSHIRE HATHAWAY INC DEL CL B NEW 1481298 1697345 6542 DOVER CORPORATION 1172784 1006225 13516 ISHARES INC MSCI JAPAN ETF NEW AT COST 748540 866916 14040 SELECT SECTOR SPDR TR MATLS AT COST 974125 1200981 3038 VANECK ETF TR SEMICONDUCTOR ETF AT COST 356604 531255 1620 VANECK ETF TR BIOTECH ETF AT COST 1093846 1124439 19969 TIDAL ETF TR GOTHAM ENHANCED 500 ETF AT COST 473079 520592 21838 VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM TREAS INDEX FD AT COST 1282577 1273811 30925 SHARES TR MSCI EAFE ETF AT COST 2057228 2330199 3459 SELECT SECTOR SPDR TR HEALTH CARE AT COST 468054 471738 42538.167 RECURRENT MLP & INFRASTRUCTURE FUND CLASS I AT COST 646824 851614 45532.617 ROYCE OPPORTUNITY FUND AT COST 828000 687998 52 NVR INC.COM AT COST 274291 364023 6086 SELECT SECTOR SPDR TR CONSUMER STAPLES AT COST 435674 438374 8278 ISHARES TR RUSSELL MID-CAP ETF AT COST 543692 643449 10989 SPDR S&P 500 ETF TR TR UNIT AT COST 3705953 5223181 2782 FIRST TR NASDAQ-100 TECH SEC INDEX FD AT COST 346735 488157 6005 SELECT SPDR TR COMMUNICATION SVCS SELECT SECTOR AT COST 348760 436323 4437 VANECK ETF TR PHARMACEUTICAL ETF AT COST 350267 361022 INSURANCE 2884 0 2884 OFFICE 90 0 90 INTERNET / TELEPHONE 2639 0 2639 INVESTMENT ADVISORY FEES 107913 107913 0 EXCISE TAX ON NET INVEST INCOME 6000 0 0 FOREIGN TAX 5468 5468 0