2024-09-04T16:03:39-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2000 TOWN CENTER STE 1000 SOUTHFIELD MI 48075 990PF 2023-01-01 383323521 THE ANDREA AND LAWRENCE WOLFE FAMILY FOUNDATION ANDR 2487810200 2301 W BIG BEAVER SUITE 750 TROY MI 48084 LAWRENCE WOLFE TRUSTEE 2487810200 2024-08-17 1 0 WENDY EVATZ P01062301 2483727300 2024-08-17 2023 2024-08-08 14:25:15Z X 17538834 X X 333844 333844 212959 2671562 212959 546803 546803 0 0 0 4000 2000 2000 43 43 0 7771 4271 0 64227 64227 0 76041 70541 2000 694682 694682 770723 70541 696682 -223920 476262 374700 350297 350297 7929469 7886902 15052013 1450997 1217552 1117863 731215 807710 1018661 10486381 10262461 17538834 0 0 X 0 0 0 0 10486381 10262461 10486381 10262461 10486381 10262461 10486381 -223920 0 10262461 0 10262461 JP MORGAN #1001 316140 246592 69548 69548 JP MORGAN #1001 1125 501 624 624 JP MORGAN #1001 999 -999 -999 JP MORGAN #7005 323134 304028 19106 19106 JP MORGAN #7005 710694 543309 167385 167385 JP MORGAN #1007 11845 15028 -3183 -3183 JP MORGAN #1007 244240 354105 -109865 -109865 JP MORGAN #4002 532922 605922 -73000 -73000 JP MORGAN #4002 531442 388119 143323 143323 JP MORGAN #4002 20 20 20 212959 6620 0 6620 0 6620 7613 0 10000 0 17613 0 10993 10993 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A LAWRENCE WOLFE 2487810200 2301 W BIG BEAVER RD STE 750 TROY MI 48084 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREA WOLFE 2301 WEST BIG BEAVER ROAD 750 TROY MI 48084 TRUSTEE - PRESIDENT 0.25 0 0 0 LAWRENCE A WOLFE 2301 WEST BIG BEAVER ROAD 750 TROY MI 48084 TRUSTEE - SECRETARY 0.25 0 0 0 ARTHUR A WEISS 27777 FRANKLIN ROAD 2500 SOUTHFIELD MI 48034 TRUSTEE 0.25 0 0 0 ERICKA THACKER 2301 WEST BIG BEAVER ROAD 750 TROY MI 48084 TRUSTEE 0.25 0 0 0 JEREMY WOLFE 2301 WEST BIG BEAVER ROAD 750 TROY MI 48084 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 16120893 327416 0 16448309 0 0 16448309 246725 16201584 810079 810079 6620 6620 803459 0 803459 0 803459 696682 0 696682 803459 619476 0 0 696682 619476 0 0 77206 0 0 0 0 0 0 0 0 726253 0 0 0 ANDREA WOLFE LAWRENCE A WOLFE X ADAT SHALOM SYNAGOGUE 29901 MIDDLEBELT RD FARMINGTON HILLS MI 48334 NONE PC TO SUPPORT THE JEWISH COMMUNITY 240 ALZHEIMER'S ASSOCIATION 20300 CIVIC CENTER DRIVE SUITE 100 SOUTHFIELD MI 48076 NONE PC TO SUPPORT ALZHEIMER'S RESEARCH AND PROGRAM SERVICES 10000 AMERICAN FRIEDS OF RAMBAM 521 FIFTH AVE SUITE 1371 NEW YORK NY 10175 NONE PC TO SUPPORT CHARITABLE FUNCTION 10000 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE PC TO SUPPORT CHARITABLE PURPOSE 85000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) 220 EAST 42ND STREET NEW YORK NY 10017 NONE PC TO SUPPORT CHARITABLE PURPOSE 10000 BEACON ACADEMY 1574 SHERMAN AVE EVANSTON IL 60201 NONE PC TO SUPPORT CHARITABLE PURPOSE 5000 BERNARD ZELL ANSHE EMET DAY SCHOOL 3751 N BROADWAY ST CHICAGO IL 60613 NONE PC TO SUPPORT CHARITABLE PURPOSE 5000 BIRTHRIGHT ISRAEL FOUNDATION 33 E 33RD STREET 7TH FLOOR NEW YORK NY 10016 NONE PC TO SUPPORT THAT THE GIFT OF A 10-DAY BIRTHRIGHT ISRAEL EDUCATIONAL TRIP IS AVAILABLE TO EVERY JEWISH YOUNG ADULT 25000 BRILLIANT DETROIT 5675 LARKINS ST DETROIT MI 48210 NONE PC TO SUPPORT CHARITABLE PURPOSE 112500 CABARET (313) 41000 WOODWARD AVENUE BLOOMFIELD HILLS MI 48304 NONE PC TO SUPPORT CHARITABLE PURPOSE 5000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 NONE PC MEGAMERIA - YVEL 7500 CHILD SAFE MICHIGAN 30680 MONTPELIER MADISON HEIGHTS MI 48071 NONE PC TO SUPPORT SAFE FOSTER CARE SERVICES TO NEGLECTED AND ABUSED CHILDREN 10000 DETROIT INSTITUTE OF ART 5200 WOODWARD AVE DETROIT MI 48202 NONE PC TO SUPPORT CHARITABLE PURPOSE 2150 DETROIT ZOOLOGICAL SOCIETY 8450 W 10 MILE RD ROYAL OAK MI 48067 NONE PC TO SUPPORT CHARITABLE PURPOSE 6200 FRIENDS OF THE ISRAEL DEFENSE FORCES 1430 BROADWAY NEW YORK NY 10018 NONE PC TO SUPPORT CHARITABLE PURPOSE 10500 FRIENDS OF UNITED HATZALAH 208 E 51ST STREET SUITE 303 NEW YORK NY 10022 NONE PC TO SUPPORT CHARITABLE PURPOSE 70000 FRIENDSHIP CIRCLE 816 EASTERN PARKWAY BROOKLYN NY 11213 NONE PC TO SUPPORT CHARITABLE PURPOSE 300 GARY BURNSTEIN COMMUNITY HEALTH CLINIC 2700 STEWART PARKWAY ROSEBURG OR 97471 NONE PC TO SUPPORT MEDICAL CARE TO LOW INCOME COMMUNITIES 5000 GESHER HUMAN SERVICES 29699 SOUTHFIELD RD SOUTHFIELD MI 48076 NONE PC TO SUPPORT CHARITABLE PURPOSE 4300 HEBREW FREE LOAN ASSOCIATION 6735 TELEGRAPH RD SUITE 140 BLOOMFIELD HILLS MI 48301 NONE PC TO SUPPORT THE COMMUNITY 25000 HILLEL DAY SCHOOL 32200 MIDDLEBELT ROAD FARMINGTON HILLS MI 48334 NONE PC TO SUPPORT CHARITABLE PURPOSE 5000 HOLOCAUST MEMORIAL CENTER 28123 ORCHARD LAKE RD FARMINGTON HILLS MI 48334 NONE PC TO SUPPORT THE HOLOCAUST MUSEUM 16000 ISAAC AGREE DOWNTOWN SYNAGOGUE 1457 GRISWOLD ST DETROIT MI 48226 NONE PC TO SUPPORT THE JEWISH COMMUNITY 10000 JARC FOUNDATION 30301 NORTHWESTERN HWY STE 100 FARMINGTON HILLS MI 48334 NONE PC TO SUPPORT CHARITABLE PURPOSE 2500 JDRF 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PC TO SUPPORT CHARITABLE PURPOSE 2500 JEWISH AGENCY FOR ISRAEL JERUSALEM 91000 JERUSALEM IS NONE PC TO SUPPORT CHARITABLE PURPOSE 12500 JEWISH FAMILY SERVICE OF METRO DETROIT 6555 W MAPLE RD BLOOMFIELD HILLS MI 48322 NONE PC TO SUPPORT CHARITABLE PURPOSE 25000 JEWISH HISTORICAL SOCIETY OF MICHIGAN 6600 W MAPLE RD WEST BLOOMFIELD MI 48322 NONE PC TO SUPPORT CHARITABLE PURPOSE 1000 JEWISH HOSPICE AND CHAPLAINCY NETWORK 6555 W MAPLE RD WEST BLOOMFIELD MI 48322 NONE PC TO SUPPORT THE JEWISH COMMUNITY 30000 JEWISH SENIOR LIFE OF METROPOLITAN DETROIT 15000 W TEN MILE RD OAK PARK MI 48237 NONE PC TO SUPPORT CHARITABLE PURPOSE 4300 JEWISH WOMEN'S FOUNDATION 6735 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 NONE PC TO SUPPORT CHARITABLE PURPOSE 3600 KIDS KICKING CANCER 645 GRISWOLD ST SUITE 444 DETROIT MI 48226 NONE PC TO SUPPORT CHILDREN WITH CANCER. 2500 MAKE A WISH - MICHIGAN 7600 GRAND RIVER RD STE 175 BRIGHTON MI 48114 NONE PC TO SUPPORT CHARITABLE PURPOSE 10000 MISHKAN CHICAGO 4001 N RAVENSWOOD SUITE 108 CHICAGO IL 60613 NONE PC TO SUPPORT CHARITABLE PURPOSE 10100 MUSEUM OF CONTEMPORARY ART DETROIT 4454 WOODWARD AVE DETROIT MI 48201 NONE PC TO SUPPORT THE CONTEMPORARY ART MUSEUM 1000 NATIONAL COUNCIL OF JEWISH WOMEN 26400 LAHSER 306 SOUTHFIELD MI 48033 NONE PC TO SUPPORT CHARITABLE PURPOSE 3600 ORT AMERICA 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 NONE PC TO SUPPORT THE ADVANCEMENT OF JEWISH AND OTHER PEOPLE THROUGH TRAINING AND EDUCATION. 102000 PLANNED PARENTHOOD OF MICHIGAN PO BOX 3673 ANN ARBOR MI 48106 NONE PC TO SUPPORT CHARITABLE PURPOSE 10000 STAND WITH US MICHIGAN 4166 STODDARD RD WEST BLOOMFIELD MI 48323 NONE PC TO SUPPORT PRO-ISRAEL EDUCATION AND ADVOCACY ORGANIZATION 2500 TAMARACK CAMPS 6735 TELEGRAPH RD SUITE 380 BLOOMFIELD HILLS MI 48301 NONE PC TO SUPPORT YOUTH PROGRAMS 10000 TEMPLE SHIR SHALOM 3999 WALNUT LAKE RD W BLOOMFIELD MI 48323 NONE PC TO SUPPORT CHARITABLE PURPOSE 3090 THE ARK 117 N FIRST ST 40 ANN ARBOR MI 48104 NONE PC TO SUPPORT CHARITABLE PURPOSE 2500 UNIVERSITY OF MICHIGAN - STEM CELL 3003 S STATE STREET 8000 ANN ARBOR MI 48109 NONE PC TO SUPPORT CHARITABLE PURPOSE 2752 UNIVERSITY OF MICHIGAN HILLEL 1429 HILL ST ANN ARBOR MI 48104 NONE PC TO SUPPORT CHARITABLE PURPOSE 4500 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE WASHINGTON DC 20024 NONE PC TO SUPPORT CHARITABLE PURPOSE 450 YAD EZRA 2850 11 MILE RD BERKLEY MI 48072 NONE PC TO SUPPORT CHARITABLE PURPOSE 3600 YESHIVA BETH YEHUDA 15751 LINCOLN DR SOUTHFIELD MI 48076 NONE PC TO SUPPORT CHARITABLE PURPOSE 5000 694682 0 14 333844 18 212959 0 546803 0 546803 1 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4000 2000 2000 INVESTMENTS - FIXED INCOME 1217552 1117863 INVESTMENTS - EQUITY 7886902 15052013 INVESTMENTS - ALTERNATIVE AT COST 807710 1018661 PORTFOLIO EXPENSE AND ADVISORY FEES 64227 64227 0 FEDERAL TAXES 3500 0 0 FOREIGN TAXES 4271 4271 0