2025-09-08T15:14:50-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1601 MARKET ST 4TH FLOOR PHILADELPHIA PA 19103 990PF 2024-01-01 474675286 THE SATELL INSTITUTE SATE 6104207627 660 AMERICAN AVENUE 102 KING OF PRUSSIA PA 19406 EDWARD SATELL PRESIDENT 6104207627 2025-09-08 1 1 TIMOTHY DUFFY JR P00363714 2152972100 2025-09-08 2024 2025-03-06 01:10:19Z X X 22399134 X 30000 295930 295930 295930 2053874 6803918 2053874 20132 2379804 2349804 316062 685184 0 0 685184 50235 0 0 50235 49380 0 0 49380 12150 0 0 12150 7681 0 0 7681 87508 0 0 87508 65642 1969 0 55633 21600 0 0 21600 207398 0 0 207398 255428 20078 0 235349 1442206 22047 0 1412118 0 0 1442206 22047 0 1412118 937598 2327757 316062 9396 64237 64237 698410 2485925 2485925 11553719 10648961 19848972 12261525 13199123 22399134 0 0 X 0 0 0 0 12261525 13199123 12261525 13199123 12261525 13199123 12261525 937598 0 13199123 0 13199123 ISHARES TR CORE MSCITOTAL P 2024-05-29 2024-09-23 20015 19184 831 831 ISHARES TR MSCI USA QLT FCT P 2023-11-08 2024-05-29 30650 25176 5474 5474 ISHARES TRUST CORE MSCI EAFE ETF P 2024-05-29 2024-09-23 17870 17196 674 674 VANGUARD INDEX FDS VANGUARD GROWTH ETF F P 2024-05-29 2024-09-23 32441 30318 2123 2123 VANGUARD SMALL-CAP GROWTH INDEX FUND P 2024-05-29 2024-09-23 4276 3987 289 289 ARTISAN INTL SMALL-MID CAP INSTL P 2022-03-24 2024-05-29 52168 53500 -1332 -1332 BARROW HANLEY INTERNATIONAL VAL I P 2023-03-10 2024-05-29 122173 115000 7173 7173 BERNZOTT US SMALL CAP VALUE FUND P 2022-12-05 2024-03-28 5 6 -1 -1 BROWN ADVISORY SMALL CAP GROWTH INSTL P 2023-01-01 2024-05-29 50673 42740 7933 7933 GOLDMAN SACHS GQG PARTNERS INTL OPP I P 2023-01-01 2024-05-29 153814 115513 38301 38301 GRANDEUR PEAK INTL STALWARTS INSTL P 2022-03-24 2024-05-29 44523 53500 -8977 -8977 LEGG MASON ETF INVT TR FRANKLIN U S LOW P 2023-01-01 2024-12-31 26892 28017 -1125 -1125 TRANSMERICA INTERNTLSMALL CAP VALUE I P 2022-12-05 2024-05-29 59558 50000 9558 9558 VANGUARD INDEX FDS VANGUARD GROWTH ETF F P 2022-03-24 2024-09-23 37021 27512 9509 9509 VANGUARD INDEX FDS VANGUARD VALUE ETF FO P 2022-03-24 2024-09-23 59380 50250 9130 9130 VANGUARD SMALL CAP VALUE ETF P 2023-09-13 2024-09-23 4212 3430 782 782 DODGE & COX STK I P 2023-01-01 2024-12-31 422500 436842 -14342 -14342 ISHS CORE S&P MDCP P 2023-01-01 2024-12-31 402258 361815 40443 40443 ISHS RUSS 1000 GRW P 2021-02-16 2024-06-24 100207 70397 29810 29810 ISHS CORE S&P SMCP P 2023-01-01 2024-12-31 583943 546205 37738 37738 T ROWE DIV GRW INVS P 2020-03-02 2024-05-15 254204 168253 85951 85951 VNGRD DIV APPRC IDX ETF P 2018-11-29 2024-06-24 160206 92684 67522 67522 VNGRD TTL INTL STK ADML P 2022-11-14 2024-07-23 699926 588430 111496 111496 VNGRD VALUE P 2022-11-14 2024-02-01 491147 459163 31984 31984 VNGRD MDCP IDX ADML P 2011-08-08 2024-06-24 100482 26386 74096 74096 CHARLES SCHWAB #0298 P 2023-01-01 2024-12-31 2794259 1364540 1429719 1429719 CHARLES SCHWAB #0298 P 2024-01-01 2024-12-31 10741 10741 10741 CAPITAL GAINS DIVIDENDS P 68374 68374 68374 2053874 20132 32356 0 32356 0 32356 8842 0 57000 0 65842 70 33416 33416 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 1 0 0 0 1 WWW.SATELLINSTITUTE.ORG EDWARD M SATELL 6104207627 660 AMERICAN AVENUE STE 102 KING OF PRUSSIA PA 19406 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 EDWARD M SATELL 660 AMERICAN AVENUE SUITE 102 KING OF PRUSSIA PA 19406 DIRECTOR/PRES.-TREASURER 1.00 0 0 0 LORI KAPPEL 7452 MATAPEAKE LANE GLEN BERNIE MD 21060 ADMINISTRATOR 37.50 71930 1475 0 REGINA LENNOX 506 LANGFORD DR DOWNINGTOWN PA 19335 EXEC. VICE PRES./CHIEF OF SOLICITATION 32.00 187620 9927 0 BECKY FLAHERTY 208 CAMBRIDGE RD BETHEL PARK PA 15102 REGIONAL VP - WEST (TO NOV 2024) 37.50 144000 5955 0 JASON RILEY 609 DRIFTWOOD DR PITTSBURGH PA 15238 REGIONAL VP - WEST (AS OF DEC 2024) 37.50 3942 0 0 PAUL HOWARD 814 PLEASANT HILL RD WALLINGFORD PA 19086 REGIONAL VP - NORTH 37.50 138846 13376 0 JAKE DAWSON 201 E MT PLEASANT AVE AMBLER PA 19002 REGIONAL VP - SOUTH 37.50 138846 13135 0 NONE 0 CCS FUNDRAISING 2 LOGAN SQUARE SUITE 420 PHILADELPHIA PA 19103 FUNDRAISING SERVICES 120000 CREATIVELY STUDIO LLC 2900 SCHOOL LANE DREXEL HILL PA 19026 CONSULTING 87508 SIGNATURE 57 108 ROCKINGHAM ROAD CHERRY HILL NJ 08034 BUSINESS & MEDIA CONSULTING 55015 0 THE SATELL INSTITUTE SERVES TO CONVENE, EDUCATE AND FACILITATE INITIATIVES FOR CEOS, THE LEADERS OF FOR-PROFITS AND FOUNDATIONS AS WELL AS NONPROFIT ORGANIZATIONS, ON THE TOPIC OF CORPORATE SOCIAL RESPONSIBILITY (CSR)IMPROVING THE COMMUNITY. IT IS A LEADING CEO MEMBER ORGANIZATION DEDICATED TO CSR. THERE ARE NO FEES OR DUES TO JOIN, AS THE SATELL INSTITUTE IS FULLY ENDOWED. FOR-PROFIT AND FOUNDATION MEMBERS MAKE A FOUR-YEAR COMMITMENT OF $25,000 OR MORE PER YEAR ($100,000 MIN.) TO FUND ANY LAWFUL NONPROFIT THEY CHOOSE. ALL FUNDS GO DIRECTLY FROM THE DONOR TO THE NONPROFIT. THE SATELL INSTITUTE IS NOT A CONDUIT. THE NONPROFITS SUPPORTED ALSO BECOME NONPROFIT AFFILIATE MEMBERS AT NO CHARGE.TO SERVE THESE MEMBERS AND FACILITATE SHARING BEST PRACTICES, THE SATELL INSTITUTE PRESENTS TWO MAJOR PRIVATE CEO CONFERENCES EACH YEAR FOCUSED ON CORPORATE PHILANTHROPY, AND ONE NONPROFIT LEADERSHIP SUMMIT ON ISSUES FACING NONPROFITS, WHO ARE SURVEYED EACH SUMMER TO IDENTIFY CUTTING EDGE CHALLENGES. 207398 0 20749291 779471 0 21528762 0 0 21528762 322931 21205831 1060292 X 1412118 0 1412118 X 316062 317690 260288 255835 1149875 268653 270037 221245 217460 977394 1412118 835150 918155 3733075 6898498 0 0 0 3000000 3000000 1412118 835150 918155 733075 3898498 22399134 19835076 17480107 22320786 82035103 22399134 19835076 17480107 22320786 82035103 0 0 0 0 0 EDWARD M SATELL X 0 0 14 295930 18 2053874 0 2349804 0 2349804 0 0 0 0 0 0 0 0 0 0 X X 1 DAKOTA INVESTMENTS 925 W LANCASTER AVE SUITE 220 BRYN MAWR PA 19010 15000 X 2 TRUIST BANK 150 S WARNER ROAD SUITE 270 KING OF PRUSSIA PA 19406 15000 X ACCOUNTING FEES 7681 0 0 7681 THE SATELL FAMILY FOUNDATION 660 AMERICAN AVENUE SUITE 102 KING OF PRUSSIA PA 19406 2021-06-29 3000000 THE PURPOSE OF THE GRANT IS TO MAKE DISTRIBUTIONS TO SUCH ONE OR MORE ORGANIZATIONS AS THE SATELL FAMILY FOUNDATION, IN THE SATELL FAMILY FOUNDATION'S SOLE AND ABSOLUTE DISCRETION, SHALL SELECT, WHICH ARE OF THE TYPE DESCRIBED IN EACH OF SECTIONS 170(C), 2055(C), 2522(A) AND 170(B)(1)(A) (OTHER THAN CLAUSE (VII)) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR ANY SUCCESSOR THERETO. 2995179 NO FUNDS DIVERTED, TO THE KNOWLEDGE OF THE GRANTOR. 04/11/2022, 03/02/2023, 03/23/2024, 03/04/2025 2025-03-04 THE SATELL INSTITUTE REVIEWED THE GRANT REPORT ON MARCH 04, 2025 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. ISHARES RUSSELL 1000 GROWTH ETF 966115 1476610 ISHARES S & P 500 GROWTH ETF 365312 904835 MILL CREEK ETP 1416254 2101437 T ROWE PRICE DIVIDEND GROWTH 1106157 1877599 VANGUARD 500 INDEX ADMIRAL CL 3254133 5807379 VANGUARD DIVIDEND APPRECIATION ETF 658498 1234573 VANGUARD MID CAP INDEX ADMIRAL CL 261487 1072204 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL CL 1123129 3326754 VANGUARD SECTOR TECHNOLOGY ETF 1497876 2047581 LEGAL FEES 12150 0 0 12150 RECRUITMENT 18506 0 0 18506 OFFICE EXPENSE 1529 0 0 1528 PAYROLL ADMINISTRATION 997 0 0 997 MANAGER FEES 20078 20078 0 0 INSURANCE 2126 0 0 2126 MARKETING 3708 0 0 3708 MISCELLANEOUS 2503 0 0 2503 TECHNOLOGY 65258 0 0 65258 BOARD EXPENSE 1180 0 0 1180 EVENT EXPENSES 19543 0 0 19543 FUNDRAISING 120000 0 0 120000 CONSULTING 87508 0 0 87508 PAYROLL TAXES 55633 0 0 55633 FOREIGN TAXES PAID 1969 1969 0 0 BUSINESS TAX 8040 0 0 0