2025-11-17T13:40:21-06:00 2024-12-31 861065772 DELOITTE TAX LLP 1700 MARKET STREET 25TH FLOOR PHILADELPHIA PA 191033984 990PF 2024-01-01 233096766 THE KOPELMAN FOUNDATION KOPE 4842023163 PO BOX 500 GLADWYNE PA 19035 JOSHUA KOPELMAN TRUSTEE 4842023163 2025-11-15 1 0 DAVID F DOTSON P00738401 2152462300 2024 2025-03-06 01:10:19Z X 38354062 X 85322 1628619 1628619 241337 4250439 241337 833830 720843 2789108 2590799 0 0 0 17960 0 17960 72000 0 72000 350000 0 0 113100 113100 0 553060 113100 89960 1356100 1356100 1909160 113100 1446060 879948 2477699 16917571 16061150 16061150 19467352 21063565 22292912 36384923 37124715 38354062 0 0 X 0 0 0 0 36384923 37124715 36384923 37124715 36384923 37124715 36384923 879948 0 37264871 140156 37124715 1256 GAIN FROM K-1S (FOUNDATIONAL HOLDINGS) P 92874 92874 92874 STCL FROM K-1S (FOUNDATIONAL HOLDINGS) P 986 -986 -986 NGS TOPCO, INC. - NEWGLOBE SCHOOLS, INC 2024-07-12 4220 4220 4220 LTCL- FROM K-1S (FOUNDATIONAL HOLDINGS) P 5587 -5587 -5587 PUBLICLY TRADED SECURITIES 2024-08-20 85734 13112 72622 72622 ISHARES RUSSELL 2000 ETF 4067611 3989417 78194 78194 241337 34440 0 34440 0 34440 48514 0 25000 0 73514 X 0 39074 39074 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PA CA 1 0 0 1 0 1 N/A THE KOPELMAN FOUNDATION 4842023163 PO BOX 500 GLADWYNE PA 19035 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSHUA KOPELMAN PO BOX 500 GLADWYNE PA 19035 TRUSTEE 2.00 0 0 0 RENA KOPELMAN PO BOX 500 GLADWYNE PA 19035 TRUSTEE 10.00 0 0 0 NONE 0 ABBEY GAYLE FRANK PO BOX 500 GLADWYNE PA 19035 PHILANTHROPIC CONSULTING 72000 0 0 672902 15640347 21124534 37437783 0 0 37437783 561567 36876216 1843811 1843811 34440 34440 1809371 0 1809371 0 1809371 1446060 0 1446060 1809371 0 0 596554 369849 1228282 1362303 884284 4441272 1446060 0 0 0 1446060 0 363311 363311 4077961 0 0 0 0 0 0 233243 3844718 369849 1228282 1362303 884284 JOSHUA KOPELMAN RENA KOPELMAN X PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 191032968 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 300000 PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 191032968 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 210000 SHARING EXCESS 4942 CHANCELLOR ST PHILADELPHIA PA 19139 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 60000 NEW STORY INC 199 ARMOUR DR NE SUITE A ATLANTA GA 30324 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 100000 FAMILIAL DYSAUTONOMIA FOUNDATION 315 WEST 39TH STREET SUITE 701 NEW YORK NY 10018 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 20000 FAMILIAL DYSAUTONOMIA FOUNDATION 315 WEST 39TH STREET SUITE 701 NEW YORK NY 10018 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 100000 SHARING EXCESS 4942 CHANCELLOR ST PHILADELPHIA PA 19139 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 25000 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 3600 PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 191032968 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 210000 LANKENAU MEDICAL CENTER FOUNDATION 100 E LANCASTER AVE WYNNEWOOD PA 19096 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 50000 THE ANTHONY ALLEGRINI JR FOUNDATION 505 WOODWARD AVE 8TH FLOOR DETROIT MI 48226 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 10000 THE ANTHONY ALLEGRINI JR FOUNDATION 505 WOODWARD AVE 8TH FLOOR DETROIT MI 48226 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 15000 URBAN AFFAIRS COALITION 1207 CHESTNUT ST FL 7 PHILADELPHIA PA 191074131 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 2500 CROHN'S & COLITIS FOUNDATION 733 THIRD AVENUE SUITE 510 NEW YORK NY 10017 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 5000 MAKE-A-WISH FOUNDATION YORK REGIONAL OFFICE 2951 WHITEFORD ROAD SUITE 304 NEW YORK NY 17402 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 10000 THE 19TH NEWS 3571 FAR WEST BLVD 3497 AUSITN TX 78731 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 25000 PHILADELPHIA FOUNDATION 1835 MARKET STREET SUITE 2410 PHILADELPHIA PA 191032968 NONE PC TO FUND THE RECIPIENTS OPERATING BUDGET 210000 1356100 0 14 1628619 523000 6445 16 827385 18 241337 6445 2697341 0 2703786 0 0 0 0 0 0 0 0 0 0 X X 1 JOSHUA M RENA M KOPELMAN PO BOX 500 GLADWYNE PA 19035 15357 X X 2 JOSHUA M RENA M KOPELMAN PO BOX 500 GLADWYNE PA 19035 19373 X X 3 JOSHUA M RENA M KOPELMAN PO BOX 500 GLADWYNE PA 19035 29325 X X 4 JOSHUA M RENA M KOPELMAN PO BOX 500 GLADWYNE PA 19035 21267 X X 1 286 SHARES OF REDDIT INC. EACH SHARE VALUED AT $53.69 15357 2024-08-19 2 591 SHARES OF MAPLEBEAR INC. EACH SHARE VALUED AT $32.78 19373 2024-08-19 3 3,135 SHARES OF WISE PLC INC. EACH SHARE VALUED AT $9.35 29325 2024-08-19 4 736 SHARES OF ACQ BURE AB EACH SHARE VALUE AT $28.90 21267 2024-08-19 ACCOUNTING FEES 13340 0 13340 OTHER PROFESSIONAL FEES 4620 0 4620 MILLENNIUM PRIVATE INVESTORS OFFSHORE CONDUIT LTD. 502036 502036 653440 FOUNDATIONAL HOLDINGS 18965316 20561529 21639472 UNREALIZED GAIN ON DONATED SECURITIES 72210 TIMING, BOOK/TAX, AND OTHER DIFFERENCES 67946 OTHER INVESTMENT EXPENSES FROM PASS-THROUGH INVESTMENT ACTIVITIES 113100 113100 0 FROM FOUNDATIONAL HOLDINGS, LLC K-1 6445 0 6445 FROM FOUNDATIONAL HOLDINGS, LLC K-1 827385 720843 827385 PHILANTHROPIC CONSULTING FEES 72000 0 72000 TAXES 350000 0 0