2026-04-12T06:11:22-07:00 2025-05-31 232585468 SD ASSOCIATES PC 300 YORKTOWN PLAZA ELKINS PA 19027 990PF 2024-06-01 236207344 BENJAMIN & FREDORA K WOLF MEMORIAL FDN CO REISS CLAUSON-WOLF BENJ 747 S 7TH STREET PHILADELPHIA PA 19147 REISS CLAUSON-WOLF Treasurer 2026-04-12 true true KEITH J DROBNES P01217127 2155175600 2024 2025-03-06 01:10:19Z X 3777420 X X 251 251 89475 89475 55382 1283703 55382 145108 145108 2100 1050 1050 30763 20652 10111 9569 9569 880 440 440 43312 31711 11601 197720 197720 241032 31711 209321 -95924 113397 17306 4602 3362 111258 94613 94613 3423261 3356372 3679445 3551825 3455587 3777420 321 7 321 7 X 3551504 3455580 3551504 3455580 3551825 3455587 3551504 -95924 3455580 3455580 PUBLICLY TRADED SECURITIES P 1283703 1228321 55382 55382 55382 55382 1576 1576 1576 1500 1500 X 14 90 0 false false false false false false false false true PA true false false false false true N/A REISS CLAUSEN-WOLF 2152008664 747 S 7TH STREET PHILADELPHIA PA 19147 false false false false false false false false false false false false false false false false false false false false false false REISS CLAUSON-WOLF 747 S 7TH STREET PHILADELPHIA PA 19147 Treasurer 2.00 0 SARAH HOLLISTER 302 W WINONA ST PHILA PA 19144 Trustee 0.00 0 TYLER CLAUSON-WOLF 628 WEST HORTTER ST PHILA PA 19119 Secretary 2.00 0 EAVAN FLANAGAN 2211 MONTROSE ST PHILA PA 19146 Trustee 0.00 0 NED WEISS 3111 BROADWAY NY NY 10027 Trustee 0.00 0 ISABEL GINSBERG 85 STRATHMORE ROAD NO 25 BOSTON MA 02135 Trustee 0.00 0 SUSANNAH WOLF 1437 SCHIRRA DR AMBLER PA 19002 Trustee 0.00 0 MARTHA WOLF 716 CARPENTER LANE PHILA PA 19119 Trustee 0.00 0 DENNIE WOLF 8 FRANCIS AVE CAMBRIDGE MA 02138 Trustee 0.00 0 SUZANNE SIMONS 611 NORTH 3TD ST PHILA PA 19123 Trustee 0.00 0 THOMAS GINSBERG 621 PEMBERTON ST PHILA PA 19147 President 2.00 0 NONE NONE 3424463 38432 0 3462895 0 3462895 51943 3410952 170548 170548 1576 1576 168972 168972 168972 209321 209321 168972 13235 9466 31097 31543 85341 209321 0 168972 40349 125690 0 125690 13235 9466 31097 31543 40349 BENJAMIN FEDORA K WOLF MEMORIAL FDN 425 RIVERSIDE DR NEW YORK NY 10025 4102270728 IN WRITING NONE VARIES SEE ATTACHED STATEMENT OF GRANTS MADE TO STUDENTS SEE ATTACHED PA 18940 UNRELATED I funds are to assist low income students in obtaining higher education 197720 197720 14 251 14 89475 18 55382 145108 145108 false false false false false false false false false false ACCOUNTING & TAX PREPARATION 2100 1050 0 1050 BERNSTEIN INTERMEDIATE DURATION PORTFOLI AT COST 762983 754697 AB GLOBAL BOND FUND CL ADVISOR AT COST 325096 324254 ISHARES CORE S&P TOTAL U S AT COST 735774 844272 ISHARES TRUST ISHARES ESG AWARE MSCI USA AT COST 733588 846109 ISHARES TR CORE MSCI TOTAL INTERNATIONAL AT COST 401272 454798 ISHARES TRUST ISHARES ESG AWARE MSCI EAF AT COST 397659 455315 VANGUARD TOTAL INTERNATIONAL BOND ETF AT COST ISHARES CORE US AGGREGATE BD ETF AT COST ISHARES CORE S&P TOTAL US AT COST ISHARES ESG AWARE MSCI USA ETF AT COST ISHARES TR CORE MSCI TOTAL INTL STK ETF AT COST ISHARES ESG AWARE MSCI EAFE ETF AT COST BANK CHARGES 39 20 19 OFFICE EXPENSE AND SUPPLIES 729 364 365 QUICKBOOK FEES 94 47 47 WEBSITE EXPENSES 18 9 9 CREDIT CARD LIABILITIES 321 6 Rounding 1 BOOKKEEPING & ADMIN FEE 20221 10110 0 10111 INVESTMENT MANAGEMENT 10542 10542 0 0 FORM 990-PF TAXES 9569 9569