2024-05-14T11:12:52-05:00 2023-12-31 390859910 BAKER TILLY US LLP 7098 E COCHISE RD STE 100 SCOTTSDALE AZ 85253 990PF 2023-01-01 256741662 THE CAREFREE FOUNDATION CARE 4804831170 9921 E STERLING RIDGE RD SCOTTSDALE AZ 85262 E SCOTT URDANG MANAGER 4804831170 2024-05-14 1 E SCOTT URDANG 999009999 1 CHUCK J INDERIEDEN CPA P00038206 4804831170 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3600587 X 0 X 54515 54515 325678 428539 325678 380193 380193 0 0 0 4000 3500 500 310 310 0 4310 3810 500 475350 475350 479660 3810 475850 -99467 376383 22863 22828 22828 3235157 3576835 3576835 1274 924 924 3259294 3600587 3600587 0 0 X 0 0 0 0 3259294 3600587 3259294 3600587 3259294 3600587 3259294 -99467 440760 3600587 0 3600587 PUBLICLY TRADED SECURITIES 428539 102861 325678 325678 325678 5232 0 5232 0 5232 4081 0 0 0 4081 X 0 1151 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 NA E SCOTT URDANG 4849199230 9921 E STERLING RIDGE RD SCOTTSDALE AZ 85262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 E SCOTT URDANG 9921 E STERLING RIDGE ROAD SCOTTSDALE AZ 85262 MANAGER 1.00 0 0 0 MARILYN URDANG 9921 E STERLING RIDGE ROAD SCOTTSDALE AZ 85262 MANAGER 1.00 0 0 0 JENNIFER STERN 243 HAMILTON ROAD MERION STATION PA 19066 TRUSTEE 1.00 0 0 0 MELISSA BODIE 737 WAVERLY ROAD BRYN MAWR PA 19010 TRUSTEE 1.00 0 0 0 JAMIE SUNENSHINE 5237 E VIA LOS CABALLOS PARADISE VALLEY AZ 85253 TRUSTEE 1.00 0 0 0 EMILY NITIDO 4292 N SUNSET CLIFF DRIVE TUCSON AZ 85750 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3310215 42052 0 3352267 0 0 3352267 50284 3301983 165099 165099 5232 5232 159867 0 159867 0 159867 475850 0 475850 159867 0 0 92971 6885 341652 441508 475850 0 0 0 159867 315983 0 0 757491 0 0 0 0 0 0 92971 664520 6885 341652 315983 X ADATH ISRAEL 250 N HIGHLAND AVE MERION STATION PA 19066 NONE 501(C)(3) GENERAL FUND 600 CARE CANCER RESEARCH 275 SEVENTH AVE NEW YORK NY 10001 NONE 501(C)(3) GENERAL FUND 250 DAMON RUNYON CANCER RESEARCH FOUNDATION 55 BROADWAY STE 302 NEW YORK NY 10006 NONE 501(C)(3) GENERAL FUND 107500 FOUNDATION FOR THE ADVANCEMENT OF RESEARCH IN FINANCIAL ECONOMICS 1714 BEECHWOOD BOULEVARD PITTSBURGH PA 15217 NONE 501(C)(3) GENERAL FUND 10000 FRIENDS CENTRAL 1101 CITY AVE WYNNEWOOD PA 19096 NONE 501(C)(3) GENERAL FUND 500 ISRAEL CANCER RESEARCH FUND 52 VANDERBILT AVE 1510 NEW YORK NY 10017 NONE 501(C)(3) GENERAL FUND 5000 JEWISH LINKS INC 231 FARMINGTON AVENUE FARMINGTON CT 06032 NONE 501(C)(3) GENERAL FUND 1500 TUFTS UNIVERSITY 419 BOSTON AVE MEDFORD MA 02155 NONE 501(C)(3) GENERAL FUND 250000 UJA FEDERATION NEW YORK 130 E 59TH ST NEW YORK NY 10022 NONE 501(C)(3) GENERAL FUND 100000 475350 0 14 54515 18 325678 0 380193 0 380193 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4000 3500 500 APPLE INC 539084 539084 AUTO DATA PROCESSING 163079 163079 BRISTOL-MYERS SQUIBB 95847 95847 DARDEN RESTAURANTS 129140 129140 ENERGY SELECT SECTOR SPDR ETF 6520 6520 GARRETT MOTION 416 416 HOME DEPOT INC 103965 103965 JPMORGAN CHASE & CO 296654 296654 LILY ELI & CO 744972 744972 MICROSOFT CORP 733278 733278 NORFOLK SOUTHERN CO 189104 189104 NORTHROP GRUMMAN CO 175084 175084 RTX CORP 107531 107531 SPDR S&P 500 ETF 143093 143093 SPDR S&P MIDCAP 400 ETF 93865 93865 WISDOMTREE EMRG MRKT HG DIV ETF 55203 55203 DIVIDENDS RECEIVABLE 1274 924 924 INCREASE / DECREASE IN INVESTMENT FMV 440760 FOREIGN TAXES 310 310 0