2025-10-31T13:18:01-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990PF 2024-01-01 236395253 LOUIS AND BESSIE STEIN FOUNDATION SUSAN L WENGER PRESIDENT LOUI 6103315075 941 STOKE ROAD VILLANOVA PA 19085 SUSAN L WENGER PRESIDENT 6103315075 2025-10-24 1 0 MICHAEL S KEHOE P00096004 2159720701 2025-10-24 2024 2025-03-06 01:10:19Z X 12609657 X X 423612 414423 193518 6888093 193518 617130 607941 0 0 0 7973 3987 3986 2592 2261 331 888 0 888 11453 6248 5205 556662 556662 568115 6248 561867 49015 601693 1396535 735556 735556 28795 22084 9549 8947 8947 8489 5530993 6276526 6335141 3154320 3360492 5520922 10119590 10403605 12609657 235000 0 235000 X 10119590 10168605 0 0 0 0 10119590 10168605 10119590 10403605 10119590 49015 0 10168605 0 10168605 PUBLICLY TRADED SECURITIES - FIDELITY [6995] 2024-01-01 2024-12-31 1332464 1302617 29847 29847 PUBLICLY TRADED SECURITIES - FIDELITY [6995] 2023-12-01 2024-12-31 5555629 5391958 163671 163671 193518 8364 0 8364 0 8364 399 0 15000 0 15399 349 6686 6686 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SUSAN L WENGER 6103315075 941 STOKE ROAD VILLANOVA PA 19085 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN WENGER 941 STOKE ROAD VILLANOVA PA 19085 PRESIDENT/TREASURER 10.00 0 0 0 NONE 0 NONE 0 N/A 0 0 11589309 675543 0 12264852 0 0 12264852 183973 12080879 604044 604044 8364 8364 595680 0 595680 0 595680 561867 0 561867 595680 429274 0 0 561867 429274 0 0 132593 0 0 0 0 0 0 0 0 463087 0 0 0 X AMERICAN TECHNION SOCIETY 55 EAST 59TH STREET NEW YORK NY 10022 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 150000 ANTI-DEFAMATION LEAGUE 1617 JOHN F KENNEDY BLVD PHILADELPHIA PA 19103 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 75057 AZ HOUSE FOUNDATION 2859 EATON RD SHAKER HEIGHTS OH 44122 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 1260 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 1000 BRONX LACROSSE 1 MANHATTANVILLE ROAD SUITE 102 PURCHASE NY 10577 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 25000 CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 100000 CROHNS & COLITIS FOUNDATION 510 TOWNSHIP LINE ROAD SUITE 160 BLUE BELL PA 19422 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 520 GBSCIDP FOUNDATION 375 EAST ELM STREET SUITE 101 CONSHOHOCKEN PA 19428 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 500 HADASSAH 1518 WALNUT STREET SUITE 555 PHILADELPHIA PA 19102 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 100050 JEWISH FEDERATION 1501 NORTH BROAD ST PHILADELPHIA PA 19122 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 15000 LUSTGARTEN FOUNDATION 415 CROSSWAYS PARK DR SUITE D WOODBURY NY 11797 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 516 MAGICAL MILA FOUNDATION 101 GREENWOOD AVE SUITE 202 JENKINTOWN PA 19046 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 1010 PHILADELPHIA RONALD MCDONALD HOUSE 3925 CHESTNUT ST PHILADELPHIA PA 19104 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 42700 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 1000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 100 UNIVERSITY OF PENNSYLVANIA 3400 SPRUCE STREET PHILADELPHIA PA 19104 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 20000 VETERANS OF FOREIGN WARS 200 MARYLAND AVE NE WASHINGTON DC 20002 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 100 WAVERLY HEIGHTS LTD 1400 WAVERLY ROAD GLADWYNE PA 19035 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 650 WHYY 150 N 6TH ST PHILADELPHIA PA 19106 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 100 MAKE-A-WISH PHILADELPHIA 5 VALLEY SQUARE 210 BLUE BELL PA 19422 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 5100 PARENTPROJECT MD 1012 14TH STREET NW SUITE 500 WASHINGTON DC 20005 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 529 KAISERMAN JEWISH COMMUNITY CENTER 45 HAVERFORD RD WYNNEWOOD PA 19096 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 370 FRIENDS OF YAD SARAH 445 PARK AVE STE 1702 NEW YORK CITY NY 100228621 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 1000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD STE H WARRINGTON PA 18976 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 5000 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 5000 BIG BROTHERS BIG SISTERS INDEPENDENCE REGION 100 N 20TH STREET 5TH FLOOR PHILADELPHIA PA 19103 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 5000 LOWER MERION POLICE PENSION ASSOCIATION 71 E LANCASTER AVENUE ARDMORE PA 19003 NONE PUBLIC CHARITY TO SUPPORT DONEE'S ACTIVITIES 100 556662 0 14 423612 18 193518 0 617130 0 617130 1 GENERAL SUPPORT 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7973 3987 3986 CORPORATE BONDS - DETAILS AVAILABLE UPON REQUEST 6276526 6335141 PREFERRED STOCKS - DETAILS AVAILABLE UPON REQUEST 8947 8489 22084 9549 0 0 EXCHANGE TRADED PRODUCTS (ETF) - DETAILS AVAILABLE UPON REQUEST AT COST 3125413 5285274 CLOSED END MUTUAL FUNDS - DETAILS AVAILABLE UPON REQUEST AT COST 235079 235648 BANK CHARGES 95 0 95 QUICKBOOKS ONLINE 793 0 793 FOREIGN TAXES PAID 2261 2261 0 STATE OF DELAWARE 300 0 300 NJ ANNUAL REPORT FEE 31 0 31