2025-11-17T15:28:45-06:00 2024-12-31 931920988 GMS SURGENT ADVISORS LLC 237 W LANCASTER AVENUE SUITE 1000 DEVON PA 19333 990PF 2024-12-20 332544913 KORMAN FELDMAN FAMILY FOUNDATION KORM 2158528269 6015 SHEAFF LANE FT WASHINGTON PA 19034 ALISON KORMAN FELDMAN PRESIDENT 2158528269 2025-11-17 1 0 LAUREN ADAMSKI P00647124 6109759122 2025-11-17 2024 2025-03-06 01:10:19Z X X 5344926 X 2949839 0 2949839 0 0 0 0 0 0 0 0 0 0 0 0 2949839 0 186851 186851 0 2506506 4903937 0 256482 254138 0 2949839 5344926 0 0 X 0 0 0 0 0 2949839 0 2949839 0 2949839 0 2949839 0 2949839 0 2949839 0 0 0 0 0 0 0 100 0 100 0 100 100 0 0 0 0 0 0 0 0 0 0 0 1 1 PA DE 1 0 1 0 0 1 N/A KORMAN FELDMAN FAMILY FOUNDATION 2158528269 6015 SHEAFF LANE FT WASHINGTON PA 19034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALISON KORMAN FELDMAN 6015 SHEAFF LANE FORT WASHINGTON PA 19034 PRESIDENT & DIRECTOR 5.00 0 0 0 AVERY FELDMAN 6015 SHEAFF LANE FORT WASHINGTON PA 19034 VP & DIRECTOR 5.00 0 0 0 HARRY FELDMAN 6015 SHEAFF LANE FORT WASHINGTON PA 19034 TREASURER & DIRECTOR 5.00 0 0 0 LILY FELDMAN WINIG 6015 SHEAFF LANE FORT WASHINGTON PA 19034 LIFE DIRECTOR 5.00 0 0 0 DOUGLAS SIFERT 6015 SHEAFF LANE FORT WASHINGTON PA 19034 SECRETARY & DIRECTOR 5.00 0 0 0 ANDREW WINIG 6015 SHEAFF LANE FORT WASHINGTON PA 19034 TREASURER & DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 5160431 186851 0 5347282 0 0 5347282 80209 5267073 8659 8659 0 8659 0 8659 0 8659 0 0 0 8659 0 0 477084 156752 57524 688215 1379575 0 0 0 0 0 0 8659 8659 1370916 0 0 0 0 0 0 0 1370916 468425 156752 57524 688215 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X X 1 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 186851 X 2 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 41486 X 3 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 12578 X 4 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 6434 X 5 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 28193 X 6 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 4549 X 7 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 3313 X 8 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 4656 X 9 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 12450 X 10 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 11824 X 11 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 2372 X 12 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 4556 X 13 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 2041 X 14 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 37183 X 15 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 32583 X 16 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 16978 X 17 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 657 X 18 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 13848 X 19 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 27104 X 20 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 21764 X 21 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 28317 X 22 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 14298 X 23 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 37718 X 24 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 21080 X 25 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 3465 X 26 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 38382 X 27 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 412 X 28 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 2393 X 29 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 28778 X 30 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 21000 X 31 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 11898 X 32 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 35876 X 33 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 28012 X 34 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 33702 X 35 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 3895 X 36 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 35469 X 37 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 26953 X 38 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 36485 X 39 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 13306 X 40 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 24012 X 41 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 15265 X 42 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 16336 X 43 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 18938 X 44 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 34046 X 45 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 25474 X 46 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 32145 X 47 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 2580 X 48 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 2800 X 49 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 8506 X 50 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 2515 X 51 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 3904 X 52 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 16838 X 53 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 38846 X 54 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 37516 X 55 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 25210 X 56 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 33404 X 57 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 35417 X 58 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 30210 X 59 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 24166 X 60 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 21569 X 61 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 3445 X 62 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 21156 X 63 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 3999 X 64 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 11411 X 65 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 11799 X 66 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 34833 X 67 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 8753 X 68 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 17701 X 69 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 4308 X 70 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 27836 X 71 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 249983 X 72 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 210257 X 73 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 95174 X 74 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 134443 X 75 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 20063 X 76 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 28865 X 77 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 29220 X 78 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 29399 X 79 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 30222 X 80 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 30076 X 81 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 16302 X 82 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 21494 X 83 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 20164 X 84 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 30678 X 85 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 113959 X 86 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 107032 X 87 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 137923 X 88 JANE & LEONARD KORMAN FAMILY FOUNDATION EIGHT NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053 156793 X 2 400 SHARES OF ABBOT LABORATORES (ABT) 45244 2024-12-31 3 75 SHARES OF ACCENTURE PLC IRELAND CL A (CAN) 26384 2024-12-31 4 160 SHARES OF AGILENT TECHNOLOGIES 21494 2024-12-31 5 435 SHARES OF ALPHABET INC CL C (GOOG) 82841 2024-12-31 6 30 SHARES OF AMAZON COM INC (AMZN) 6582 2024-12-31 7 15 SHARES OF AMERICAN TOWER CORP (AMT) 2751 2024-12-31 8 100 SHARES OF AMERIPRISE FINCL INC (AMP) 53243 2024-12-31 9 250 SHARES OF AMETEK INC NEW (AME) 45065 2024-12-31 10 75 SHARES OF AMGEN INC (AMGN) 19548 2024-12-31 11 60 SHARES OF AMPHENOL CORP NEW CL A (APH) 4167 2024-12-31 12 35 SHARES OF APPLE INC (AAPL) 8765 2024-12-31 13 15 SHARES OF APPLIED MATERIALS INC (AMAT) 2439 2024-12-31 14 345 SHARES OF ATMOS ENERGY CP (ATO) 48048 2024-12-31 15 1500 SHARES OF AVANTOR INC (AVTR) 31605 2024-12-31 16 100 SHARES OF AVERY DENNISON CORPORATION (AVY) 18713 2024-12-31 17 10 SHARES OF BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 4533 2024-12-31 18 465 SHARES OF BORG WARNER INC (BWA) 14782 2024-12-31 19 650 SHARES OF BROADCOM INC (AVGO) 150696 2024-12-31 20 140 SHARES OF CARLISLE CO INC (ISL) 51638 2024-12-31 21 205 SHARES OF CHEVRON CORP (CVX) 29692 2024-12-31 22 500 SHARES OF CISCO SYS INC (CSCO) 29600 2024-12-31 23 690 SHARES OF CITIGROUP INC NEW (C) 48569 2024-12-31 24 135 SHARES OF CLEAN HARBORS (CLH) 31069 2024-12-31 25 450 SHARES OF COMCAST CORP (NEW) CLASS A (CMCSA) 16889 2024-12-31 26 230 SHARES OF CONCENTRIX CORP (CNXC) 9952 2024-12-31 27 35 SHARES OF COPART INC (CPRT) 2009 2024-12-31 28 35 SHARES OF COTERRA ENERGY INC (CTRA) 2426 2024-12-31 29 220 SHARES OF CURTISS WRIGHT CORP (CW) 78071 2024-12-31 30 360 SHARES OF CVS HEALTH CORP COM (CVS) 16160 2024-12-31 31 265 SHARES OF D R HORTON INC (DHI) 37052 2024-12-31 32 920 SHARES OF DELTA AIR LINES INC NEW (DAL) 55660 2024-12-31 33 735 SHARES OF DENTSPLY SIRONA INC (XRAY) 13950 2024-12-31 34 475 SHARES OF DUPONT DE NEMOURS INC (DD) 36219 2024-12-31 35 95 SHARES OF ENBRIDGE INC (ENB) 4031 2024-12-31 36 325 SHARES OF EOG RESOURCES INC (EOG) 39839 2024-12-31 37 210 SHARES OF EXTRA SPACE STORAGE INC (EXR) 31416 2024-12-31 38 430 SHARES OF FIDELITY NATL INFORMATION SE (FIS) 34731 2024-12-31 39 175 SHARES OF FMC CORP NEW (FMC) 8507 2024-12-31 40 340 SHARES OF GE HEALTHCARE TECHNOLOGIES INC (GEHC) 26581 2024-12-31 41 265 SHARES OF GENERAL MILLS INC (GIS) 16899 2024-12-31 42 235 SHARES OF HASBRO INC (HAS) 13139 2024-12-31 43 116 SHARES OF HOME DEPOT INC (HD) 45123 2024-12-31 44 80 SHARES OF HUMANA INC (HUM) 20297 2024-12-31 45 940 SHARES OF INTERPUBLIC GROUP OF COS INC (IPG) 26339 2024-12-31 46 525 SHARES OF JOHNSON CTLS INTL PLC (JCI ) 41438 2024-12-31 47 110 SHARES OF KENVUE INC (KVUE) 2349 2024-12-31 48 100 SHARES OF MARSH & MCLENNAN COS INC (MMC) 21241 2024-12-31 49 50 SHARES OF MARTIN MARIETTA MATERIALS (MLM) 25825 2024-12-31 50 10 SHARES OF MASTERCARD INC CL A (MA) 5266 2024-12-31 51 45 SHARES OF MEDTRONIC PLS SHS (MDT) 3595 2024-12-31 52 110 SHARES OF META PLATFORMS INC CL A (META) 64406 2024-12-31 53 515 SHARES OF MICROCHIP TECHNOLOGY INC (MCHP) 29535 2024-12-31 54 135 SHARES OF MICROSOFT CORP (MSFT) 56903 2024-12-31 55 470 SHARES OF MONDELEZ INTL INC COM (MDLZ) 28073 2024-12-31 56 1020 SHARES OF OMEGA HEALTHCARE INV INC (OHI) 38607 2024-12-31 57 480 SHARES OF ORACLE CORP (ORCL) 79987 2024-12-31 58 160 SHARES OF PNC FINL SVCS GP (PNC) 30856 2024-12-31 59 270 SHARES OF RAYMOND JAMES FINCL INC (RJF) 41939 2024-12-31 60 115 SHARES OF RENAISSANCE RE HOLDINGS LTD (RNR) 28613 2024-12-31 61 10 SHARES OF S&P GLOBAL INC COM (SPGI) 4980 2024-12-31 62 355 SHARES OF SHELL PLC ADR (SHEL) 22241 2024-12-31 63 50 SHARES OF SYSCO CORP (SYY) 3823 2024-12-31 64 160 SHARES OF TARGET CORPORATION (TGT) 21629 2024-12-31 65 115 SHARES OF UNION PACIFIC CORP (UNP) 26225 2024-12-31 66 905 SHARES OF US FOOD HOLDINGS CORP (USFD) 61051 2024-12-31 67 200 SHARES OF WASTE CONNECTIONS INC (WCN) 34316 2024-12-31 68 915 SHARES OF WILLIAMS CO INC (WMB) 49520 2024-12-31 69 60 SHARES OF XCEL ENERGY INC (XEL) 4051 2024-12-31 70 100 SHARES OF ZEBRA TECH CL-A (ZBRA) 38622 2024-12-31 71 2489 SHARES OF ISHARES 0-3 MONTH TREASURY B (SGOV) 249696 2024-12-31 72 2730 SHARES OF ISHARES RUSSELL 1000 GRW ETF (IWF) 1096313 2024-12-31 73 7765 SHARES OF ISHARES S&P 500 GRWTH ETF (IVW) 788380 2024-12-31 74 750 SHARES OF ISHARES S&P 500 VAL ETF (IVE) 143160 2024-12-31 75 VERIZON COMMUNICATIONS INC - 3.38% DUE 02/15/2025 19960 2024-12-31 76 DTE ELECTRIC CO - 3.38% DUE 03/01/2025 29921 2024-12-31 77 EOG RESOURCES INC - 3.15% DUE 04/01/2025 29873 2024-12-31 78 ONCOR ELECTRIC DELIVERY CO LLC - 2.95% DUE 04/01/2025 29861 2024-12-31 79 PUBLIC SERVICE ELECTRIC AND GAS CO - 3.00% DUE 05/15/2025 29812 2024-12-31 80 PINNACLE WEST CAPITAL CORP - 1.30% DUE 06/15/2025 29506 2024-12-31 81 INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPMENT - 8.88% DUE 03/01/2026 15702 2024-12-31 82 LITTON INDUSTRIES INC - 7.75% DUE 03/15/2026 20612 2024-12-31 83 STRYKER CORP - 3.50% DUE 03/15/2026 19736 2024-12-31 84 NSTAR ELECTRIC CO - 2.70% DUE 03/15/2026 29155 2024-12-31 85 3175 SHARES OF ARTISAN INTL VALUE INST (APHKX) 149320 2024-12-31 86 2900 SHARES OF INVESCO DEVELOPING MKTS R6 (ODVIX) 110316 2024-12-31 87 14800 SHARES OF ROYCE SMALL CAP FUND INV (PENNX) 133644 2024-12-31 88 7135 SHARES OF WCM FOCUSED INTL GWTH INST (WCMIX) 155258 2024-12-31 EXCESS DISTRIBUTION CARRYOVER FORM 990-PF, PAGE 9, PART XII, LINE 3 DURING 2024, THE FOUNDATION RECEIVED A TRANSFER OF ITS PROPORTIONATE SHARE OF ASSETS FROM THE JANE AND LEONARD KORMAN FAMILY FOUNDATION; TAX ID 20-4253701, AN EFFECTIVELY CONTROLLED FOUNDATION, IN A TRANSACTION INTENDED TO QUALIFY AS A SECTION 507(B)(2) TRANSFER. ACCORDINGLY, THE FOUNDATION SUCCEEDS ITS PROPORTIONATE SHARE OF THE JANE AND LEONARD KORMAN FAMILY FOUNDATION'S EXCESS QUALIFYING DISTRIBUTION CARRYOVER UNDER 4942 AND IRS GUIDANCE 'PRIVATE FOUNDATIONS: CARRYOVER OF EXCESS QUALIFYING DISTRIBUTIONS,' TOTALING $2,199,859 AS OF THE END OF 2024, BROKEN DOWN BY YEAR AS FOLLOWS: 2020 $477,084; 2021 $156,752; 2022 $57,524; 2023 $688,215; 2024 $820,284. CORPORATE BONDS 256482 254138 CORPORATE STOCK 2506506 4903937 JANE & LEONARD KORMAN FAMILY FOUNDATION 8 NESHAMINY INTERPLEX SUITE 400 TREVOSE PA 19053