2024-05-13T18:16:16-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2023-01-01 236297587 CONSTON FOUNDATION CONS 6106676298 751 RIGHTERS MILL ROAD NARBERTH PA 19072 STUART CONSTON TRUSTEE 6106676298 2024-05-06 1 STUART CONSTON 999009999 1 TERESA WAWRZYNEK P01275007 2156433900 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2142075 X X 55837 55837 36169 178003 36169 230 0 92236 92006 0 0 0 6201 3101 3100 18281 18281 0 24482 21382 3100 122300 122300 146782 21382 125400 -54546 70624 97 37866 104110 104110 90086 93949 85449 173570 174840 164121 1467349 1341346 1788395 1768968 1714245 2142075 0 0 X 0 0 0 0 1768968 1714245 1768968 1714245 1768968 1714245 1768968 -54546 0 1714422 177 1714245 PUBLICLY TRADED SECURITIES P 178003 141834 36169 36169 36169 982 0 982 0 982 1044 0 0 0 1044 0 62 62 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A STUART CONSTON 6106676298 751 RIGHTERS MILL ROAD NARBERTH PA 19072 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STUART CONSTON C/O RIGHTERS MILL ROAD NARBERTH PA 19072 TRUSTEE 1.00 0 0 0 ELISABETH CONSTON C/O RIGHTERS MILL ROAD NARBERTH PA 19072 TRUSTEE 1.00 0 0 0 CYNTHIA SAVETT C/O RIGHTERS MILL ROAD NARBERTH PA 19072 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2032738 61345 0 2094083 0 0 2094083 31411 2062672 103134 103134 982 982 102152 0 102152 0 102152 125400 0 125400 102152 0 0 10464 9422 19284 11404 7910 58484 125400 0 0 0 102152 23248 0 0 81732 0 0 0 0 0 0 10464 71268 9422 19284 11404 7910 23248 X STUART CONSTON C/O 751 RIGHTERS MILL ROAD NARBERTH PA 19072 6106084455 LETTER FORM NONE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS ACLU 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVEENUE FLOOR 17 CHICAGO IL 60601 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 PC TO FUND THE CHARITY'S OPERATING BUDGET 4000 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 PC TO FUND THE CHARITY'S OPERATING BUDGET 2000 AMFAR 120 WALL STREET 13TH FLOOR NEW YORK NY 100053908 PC TO FUND THE CHARITY'S OPERATING BUDGET 750 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 PC TO FUND THE CHARITY'S OPERATING BUDGET 3000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 CANINE COMPANIONS FOR INDEPENDENCE PO BOX 446 SANTA ROSA CA 954020446 PC TO FUND THE CHARITY'S OPERATING BUDGET 250 CHOP FOUNDATION 3401 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 PC TO FUND THE CHARITY'S OPERATING BUDGET 14000 COALITION OF IMMOKALEE WORKERS 110 S 2ND STREET IMMOKALEE FL 34142 PC TO FUND THE CHARITY'S OPERATING BUDGET 250 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 FACING HISTORY AND OURSELVES 89 SOUTH STREET SUITE 401 BOSTON MA 02111 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 FAMILY PROMISE OF PHILADELPHIA 7047 GERMANTOWN AVENUE PHILADELPHIA PA 19119 PC TO FUND THE CHARITY'S OPERATING BUDGET 250 FRIENDS OF ISRAELI DISABLED VETERAN (FIDV) 1133 BROADWAY SUITE 232 NEW YORK NY 10010 PC TO FUND THE CHARITY'S OPERATING BUDGET 2000 FRIENDS SELECT SCHOOL 1651 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19102 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 GERMANTOWN FRIENDS SCHOOL 31 W COULTER STREET PHILADELPHIA PA 19144 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 GLADWYNE MONTESSORI SCHOOL 920 YOUNGS FORD ROAD GLADWYNE PA 19035 PC TO FUND THE CHARITY'S OPERATING BUDGET 6000 GREATER DC DIAPER BANK 5614 CONNECTICUT AVENUE NW 285 WASHINGTON DC 20015 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 HADASSAH 40 WALL STREET NEW YORK NY 10005 PC TO FUND THE CHARITY'S OPERATING BUDGET 250 HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 PC TO FUND THE CHARITY'S OPERATING BUDGET 5500 IRONWOOD PIG SANCTUARY PO BOX 35490 TUCSON AZ 85740 PC TO FUND THE CHARITY'S OPERATING BUDGET 250 JDC 220 EAST 42ND SREET NEW YORK NY 10017 PC TO FUND THE CHARITY'S OPERATING BUDGET 6300 JEWISH FEDERATION OF GREATER PHILADELPHIA 2100 ARCH STREET PHILADELPHIA PA 19103 PC TO FUND THE CHARITY'S OPERATING BUDGET 14000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 PC TO FUND THE CHARITY'S OPERATING BUDGET 2000 JEWS FOR RACIAL AND ECONOMIC JUSTICE (JFREJ) 275 PARK AVENUE GROUND FLOOR BROOKLYN NY 11205 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 JUVENILE DIABETES RESEARCH FOUNDATION 26 BROADWAY 14TH FLOOR NEW YORK NY 10004 PC TO FUND THE CHARITY'S OPERATING BUDGET 750 KAISERMAN JCC 45 HAVERFORD ROAD WYNNEWOOD PA 19096 PC TO FUND THE CHARITY'S OPERATING BUDGET 13000 MAIN LINE REFORM TEMPLE (MLRT) 410 MONTGOMERY AVENUE WYNNEWOOD PA 19096 PC TO FUND THE CHARITY'S OPERATING BUDGET 4500 MANNA 420 NORTH 20TH STREET PHILADELPHIA PA 19130 PC TO FUND THE CHARITY'S OPERATING BUDGET 2000 NATIONAL TRAFFICKING SHELTERED ALLIANCE 672 OLD MILL ROAD SUITE 123 MILLERSVILLE MD 21108 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 NEW SANCTUARY MOVEMENT 2601 POTTER STREET PHILADELPHIA PA 19125 PC TO FUND THE CHARITY'S OPERATING BUDGET 3000 ONE FAMILY FUND 1029 TEANECK ROAD SUITE 3B TEANECK NJ 07666 PC TO FUND THE CHARITY'S OPERATING BUDGET 2500 PARTNERS IN HEALTH 800 BOYLSTON STREET SUITE 300 BOSTON MA 02199 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 PATHWAYS TO HOUSING PA 5201 OLD YORK ROAD 4TH FLOOR PHILADELPHIA PA 19141 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 PETA 501 FRONT STREET NORFOLK VA 23510 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 PHILABUNDANCE 3616 S GALLOWAY STREET PHILADELPHIA PA 19148 PC TO FUND THE CHARITY'S OPERATING BUDGET 2000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 200907166 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 POWER 5905 AIRWAYS BOULEVARD APT 307 SOUTHAVEN MO 386711838 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 PC TO FUND THE CHARITY'S OPERATING BUDGET 2000 THE ATTIC YOUTH CENTER 255 SOUTH SIXTEENTH STREET PHILADELPHIA PA 19102 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 THE MIQUON SCHOOL 2025 HARTS LANE CONSHOHOCKEN PA 19428 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 THE PHILADELPHIA STUDENT UNION 501 S 52ND STREET PHILADELPHIA PA 19143 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 TIKKUN OLAM CHAVURAH 27 SAXHAM WAY WYNNEWOOD PA 19096 PC TO FUND THE CHARITY'S OPERATING BUDGET 10000 TRUAH 266 W 37TH STREET SUITE 803 NEW YORK NY 10018 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 PC TO FUND THE CHARITY'S OPERATING BUDGET 1500 WILLIAM PENN CHARTER SCHOOL 3000 WEST SCHOOL HOUSE LANE PHILADELPHIA PA 19144 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 666758516 PC TO FUND THE CHARITY'S OPERATING BUDGET 2000 JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 PC TO FUND THE CHARITY'S OPERATING BUDGET 2500 PENN ENVIRONMENT RESEARCH & POLICY CENTER 1528 WALNUT STREET SUITE 1400 PHILADELPHIA PA 19102 PC TO FUND THE CHARITY'S OPERATING BUDGET 500 THE ABORTION LIBERATION FUND OF PA PO BOX 40748 PHILADELPHIA PA 19107 PC TO FUND THE CHARITY'S OPERATING BUDGET 250 THE RABBINIC CAMPAIGN FOR THE RECONSTRUCTIONIST MOVEMENT 1299 CHURCH ROAD WYNCOTE PA 19095 PC TO FUND THE CHARITY'S OPERATING BUDGET 1000 122300 0 14 55837 18 36169 2021 EXCISE TAX REFUND 01 230 0 92236 0 92236 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6201 3101 3100 4961.265 SHS BLACKROCK TOTAL RETURN 55741 49761 12127.304 SHS BLACKROCK STRATEGIC INCOME OPPRTSI 119099 114360 5544.177 SHS COHEN & STEERS LOW DUR PRFD & 55046 50563 2321.103 SHS NUVEEN PREFERRED SECS AND INC CL I 38903 34886 268 SHS INVESCO QQQ TR UNIT SER 1(QQQ) AT COST 44579 109751 2152 SHS INVESCO EXCH TRADED FD TR II S&P SMCAP 600 AT COST 45966 89157 834 SHS INVESCO EXCH TRADED FD TR II S&P MDCP AT COST 48172 87595 2447 SHS INVESCO EXCH TRADED FD TR II S&P 500 AT COST 123723 208827 3679 SHS VANGUARD FTSE DEVELOPED MARKET AT COST 140502 176224 654 SHS VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP AT COST 65262 75230 5983 SHS VANGUARD INTL EQUITY INDEX FDS FTSE EMR AT COST 270112 245901 726 SHS VANGUARD INDEX FUNDS S&P 500 ETF USD AT COST 179852 317117 824 SHS VANGUARD INDEX FDS VANGUARD SMALL AT COST 120247 175784 7881 SHS INVESCO EXCH TRD SLF IDX FD TR BULSHS AT COST 154598 152103 7216 SHS INVESCO EXCH TRD SLF IDX FD TR BULSHS AT COST 148333 150706 RETURN OF CAPITAL 177 2021 EXCISE TAX REFUND 230 230 INVESTMENT MANAGEMENT FEES 18184 18184 0 BANK FEES 97 97 0