2025-11-03T07:53:55-06:00 2024-12-31 161710665 STEPHANO SLACK LLC 767 ROUTE 70 EAST STE B-100 MARLTON NJ 08053 990PF 2024-01-01 546588338 THE KALAN FOUNDATION KALA 6106424295 1434 SOAPSTONE ROAD GLADWYNE PA 19035 JEFFREY KALAN TRUSTEE 6106424295 2025-10-31 1 1 RICHARD MORGENSTERN P00086134 8564890222 2025-10-31 2024 2025-03-06 01:10:19Z X 1374346 X X 189 189 37269 37269 -16579 636676 0 20879 37458 0 0 0 339 0 0 2396 0 0 6865 6865 0 1691 1691 0 11291 8556 0 65000 65000 76291 8556 65000 -55412 28902 31692 30379 30379 1139711 1085612 1343967 1171403 1115991 1374346 0 0 X 0 0 0 0 1171403 1115991 1171403 1115991 1171403 1115991 1171403 -55412 0 1115991 0 1115991 CULIX P 2023-01-01 2024-02-21 36497 37140 -643 -643 TSBIX P 2023-01-01 2024-02-21 81156 93329 -12173 -12173 VGSR P 2023-01-01 2024-07-23 11239 13048 -1809 -1809 CDSIX P 2023-01-01 2024-08-06 5400 5577 -177 -177 VGSR P 2023-01-01 2024-08-13 8351 9711 -1360 -1360 VGSR P 2023-01-01 2024-10-08 4597 5105 -508 -508 SCHWAB 0285 P 2023-01-01 2024-12-31 489345 489345 0 0 CAPITAL GAINS DIVIDENDS P 91 91 91 -16579 402 0 402 0 402 1743 0 0 0 1743 0 1341 1341 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JEFFREY M KALAN 6106424295 7882 SANDHILL COURT WEST PALM BEACH FL 33412 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY M KALAN 7882 SANDHILL COURT WEST PALM BEACH FL 33412 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1261763 46909 0 1308672 0 0 1308672 19630 1289042 64452 64452 402 402 64050 0 64050 0 64050 65000 0 65000 64050 0 0 9379 3822 1227 14428 65000 0 0 0 64050 950 0 0 15378 0 0 0 0 0 0 0 15378 9379 3822 1227 950 JEFFREY M KALAN 1434 SOAPSTONE ROAD GLADWYNE PA 19035 6106424295 WRITTEN REQUEST NONE NONE AAE INTERNATIONAL 160 PUTNAM PARK GREENWICH CT 06830 NONE CHARITABLE CHARITABLE 4000 ACLU FOUNDATION 125 BROAD ST 18TH FL NEW YORK NY 10004 NONE CHARITABLE CHARITABLE 4000 AMERICAN CANCER SOCIETY PO BOX 22478 OKLAHOMA CITY OK 73123 NONE CHARITABLE CHARITABLE 5000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 36TH ST SUITE 1100 NEW YORK NY 10018 NONE CHARITABLE CHARITABLE 1000 BRIDELWILD TRAILS ASSOC PO BOX 368 GLADWYNE PA 19035 NONE CHARITABLE CHARITABLE 500 DOCTORS WITHOUT BORDERS 333 7TH AVE 2ND FL NEW YORK NY 10001 NONE CHARITABLE CHARITABLE 4000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW WASHINGTON DC 20090 NONE CHARITABLE CHARITABLE 2000 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 NONE CHARITABLE CHARITABLE 2500 FINCA 1101 14 ST NW 11 FLR WASHINGTON DC 20005 NONE CHARITABLE CHARITABLE 6000 FRIENDS OF WLRN PO BOX 01-2500 MIAMI FL 33101 NONE CHARITABLE CHARITABLE 500 IBIS FRIENDS OF VETERANS 10130 NORTHLAKE BLVD WEST PALM BEACH FL 33412 NONE CHARITABLE CHARITABLE 1000 JAFCO 215 PRESIDENTIAL BLVD BALA CYNWYD PA 19004 NONE CHARITABLE CHARITABLE 10000 JEWISH FEDERATION OF PALM BEACH CTY 1 HARVARD CIRCLE STE 100 PALM BEACH FL 33409 NONE CHARITABLE CHARITABLE 1000 KATE SVITEK MEMORIAL FDN PO BOX 104 AMBLER PA 19002 NONE CHARITABLE CHARITABLE 1000 MUTUAL BENEIFICIAL SOCIETY OF SS SALVATORE 436 E MAIN ST NORRISTOWN PA 19401 NONE CHARITABLE CHARITABLE 500 PHILABUNDANCE 3616 SO GALLOWAY ST PHILADELPHIA PA 19148 NONE CHARITABLE CHARITABLE 1500 PLANNED PARENTHOOD PO BOX 96735 WASHINGTON DC 20077 NONE CHARITABLE CHARITABLE 5000 PROSTATE CANCER RESEARCH INSTITUTE 300 CORPORATE POINTE SUITE 383 CULVER CITY CA 90230 NONE CHARITABLE CHARITABLE 500 SAYAGYIU U BAKHIN MEMORIAL TRUST 386 COLRAIN-SHELBOURNE RD SHELBOURNE MA 01370 NONE CHARITABLE CHARITABLE 3000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE CHARITABLE CHARITABLE 3000 SPRING HILLS FOUNDATION 500 KENNEDY CREEK RD NORTH ABINGTON TWP PA 18414 NONE CHARITABLE CHARITABLE 2000 THE HUNGER PROJECT 5 UNION SQUARE WEST NEW YORK NY 10003 NONE CHARITABLE CHARITABLE 6000 THE KIND KITCHEN 844 PROSPERITY FARMS RD NORTH PALM BEACH FL 33408 NONE CHARITABLE CHARITABLE 500 WHYY 150 N 6TH ST PHILADELPHIA PA 19106 NONE CHARITABLE CHARITABLE 500 65000 0 14 189 14 37269 14 -16579 0 20879 0 20879 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2396 0 0 1085612 1343967 LEGAL 339 0 0 INVESTMENT MANAGEMENT FEES 6865 6865 0 FOREIGN TAXES PAID 1691 1691 0