2026-03-12T11:30:22-05:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2024-06-01 387217000 THE CYNTHIA AND JIM BOSCOV FAMILY FOUNDATION CYNT 2673693340 30 S 17TH STREET 820 PHILADELPHIA PA 19103 JAMES S BOSCOV CO-TRUSTEE 2673693340 2026-03-03 1 0 LACEY M QUATSOE P01300865 4078021200 2026-03-03 2024 2025-03-06 01:10:19Z X 1909790 X 70000 1 1 19417 19417 242502 576316 242502 331920 261920 0 0 0 608 0 608 3150 1575 1575 12888 12888 0 1974 0 0 18620 14463 2183 72500 72500 91120 14463 74683 240800 247457 11968 3737 3737 8556 16279 16279 1633202 1600950 1889774 1653726 1620966 1909790 0 0 X 0 0 0 0 1653726 1620966 1653726 1620966 1653726 1620966 1653726 240800 0 1894526 273560 1620966 PUBLICLY TRADED SECURITIES 450817 333814 117003 117003 CAPITAL GAINS DIVIDENDS P 125499 125499 125499 242502 3440 0 3440 0 3440 960 0 6250 0 7210 0 3770 3770 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JAMES S BOSCOV TRUSTEE 2673693340 30 S 17TH STREET STE 820 PHILADELPHIA PA 19103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES S BOSCOV 30 S 17TH STREET STE 820 PHILADELPHIA PA 19103 TRUSTEE 1.00 0 0 0 RACHEL MEREDITH LEE BOSCOV 30 S 17TH STREET STE 820 PHILADELPHIA PA 19103 TRUSTEE 1.00 0 0 0 CLEA WINNEG 30 S 17TH STREET STE 820 PHILADELPHIA PA 19103 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1859109 24262 0 1883371 0 0 1883371 28251 1855120 92756 92756 3440 3440 89316 0 89316 0 89316 74683 0 74683 89316 0 0 68306 68306 74683 0 0 0 74683 0 14633 14633 53673 0 0 0 0 0 0 0 53673 53673 JAMES S BOSCOV RACHEL MEREDITH LEE BOSCOV CLEA WINNEG X ALVERNIA UNIVERSITY 400 ST BERNADINE STREET READING PA 19607 PC EDUCATION 12500 CARON TREATMENT CENTERS 243 N GALEN ROAD WERNERSVILLE PA 19565 PC MEDICAL, SOCIAL SERVICES 5000 GOGGLE WORKS 201 WASHINGTON STREET READING PA 19601 PC COMMUNITY 1000 HELPING HARVEST FRESH FOOD BANK 117 MORGAN DRIVE READING PA 19608 PC COMMUNITY 5000 HOSTS FOR HOSPITALS 326 CONSHOHOCKEN STATE RD GLADWYNE PA 19035 PC MEDICAL, SOCIAL SERVICES 10000 JEWISH FEDERATION OF READING PA 1100 BERKSHIRE BLVD 125 READING PA 19610 PC RELIGIOUS, CULTURAL 1000 OLIVET BOYS AND GIRLS CLUB OF READING AND BERKS COUNTY PA 1161 PERSHING BOULEVARD READING PA 19611 PC COMMUNITY 5000 READING HOSPITAL FOUNDATION PO BOX 16052 READING PA 196126052 SO I MEDICAL, SOCIAL SERVICES 1000 READING SCIENCE CENTER PO BOX 7573 READING PA 19603 PC SCIENCE 1000 RICHARD J CARON FOUNDATION PO BOX 150 WERNERSVILLE PA 195650150 PC MEDICAL, SOCIAL SERVICES 5000 SAFE BERKS 255 CHESTNUT STREET READING PA 19602 PC SOCIAL SERVICES, DOMESTICE VIOLENCE AWARENESS 1000 SPOTLIGHT PA 312 MARKET STREET 11728 HARRISBURG PA 17108 PC COMMUNITY 5000 UNITED WAY OF BERKS COUNTY 501 WASHINGTON STREET 601 READING PA 19601 PC SOCIAL SERVICES 20000 72500 0 14 1 14 19417 18 242502 0 261920 0 261920 0 0 0 0 0 0 0 0 0 0 X X 1 JIM AND CYNTHIA BOSCOV 30 S 17TH STREET STE 820 PHILADELPHIA PA 19103 70000 X TAX PREPARATION 3150 1575 1575 AB LARGE CAP GROWTH FUND ADVISOR CLASS 256582 271639 HORIZON ACTIVE ASSET ALLOCATION FUND CLASS I 257000 270272 EATON VANCE ATLANTA CAPITAL SMID CAP FUND CLASS I 193300 186251 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I 120340 138252 ALLSPRING SPECIAL MID CAP VALUE FUND INST'L CLASS 113040 131132 FULLERTHALER BEHAVIORAL SMALL-CAP EQUITY FUND INST'L CLASS 77599 127611 CENTERSTONE INVESTORS FUND CLASS I 99655 125360 VANGUARD DIVIDEND GROWTH FUND INVESTOR CLASS 84295 116285 THORNBURG GLOBAL OPPORTUNITIES FUND CLASS I 97516 116172 ARTISAN GLOBAL VALUE FUND INVESTOR CLASS 67933 109308 ARTISAN GLOBAL OPPORTUNITIES FUND INST'L CLASS 88201 98458 DISNEY (WALT) CO 6041 85571 VANGUARD HEALTH CARE FUND ADMIRAL CLASS 62865 50615 VICTORY MUNDER MID-CAP CORE GROWTH FUND CLASS Y 48048 31939 FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS I 25125 23950 POWER ASSETS HOLDINGS LTD 3410 6721 FREDDIE MAC COM 0 238 LEGAL 608 0 608 PRIOR PERIOD BASIS ADJUSTMENT TO DONOR BASIS 273560 INVESTMENT MANAGEMENT FEES 12888 12888 0 FEDERAL EXCISE TAXES 1974 0 0