2025-11-04T08:49:36-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 601 ROUTE 73 NORTH SUITE 400 MARLTON NJ 08053 990PF 2024-01-01 203942476 ANNE BROWN KOONS FOUNDATION ANNE 2152463103 3100 BURGUNDY DRIVE NORTH PALM BEACH GARDENS FL 33410 ANNE E KOONS TRUSTEE 2152463103 2025-11-03 1 1 CHRISTI GALLAGHER P01277690 8568301600 2025-11-03 2024 2025-03-06 01:10:19Z X 4091821 X 8848 78345 73719 -6225 680770 0 80968 73719 0 0 0 8169 4095 4074 20 20 0 1550 850 0 9739 4965 4074 301736 301736 311475 4965 305810 -230507 68754 5363 5363 3061662 2968617 4086458 3061662 2973980 4091821 36412 0 36412 0 X 91131 91131 0 0 2934119 2882849 3025250 2973980 3061662 2973980 3025250 -230507 179237 2973980 0 2973980 WELLS FARGO-2976 200 SHR C3.AI INC CL A 2024-02-08 2024-03-21 5679 5465 214 214 WELLS FARGO-2976 .43875 SHR EXXON MOBIL CORP 2023-12-19 2024-05-03 51 44 7 7 WELLS FARGO-2976 1 SHR NET LEASE OFFICE PPTY 2023-11-02 2024-01-16 15 11 4 4 WELLS FARGO-2976 .8 SHR SOUTH BOW CORP 2024-09-23 2024-10-04 18 17 1 1 WELLS FARGO-2976 380 SHR SUPER MICRO COMPUTER INC COM NEW 2024-09-18 2024-11-04 10077 19119 -9042 -9042 WELLS FARGO-2976 100 SHR TWILIO INC 2023-11-09 2024-02-22 5559 5947 -388 -388 WELLS FARGO-2976 100 SHR ASML HOLDING NV NY REGISTRY SHS NEW 2012 2023-12-27 2024-09-16 79771 76387 3384 3384 WELLS FARGO-2976 555000 SHR ALLSPRING 100% TREASURY MONEY MKT 2023-10-25 2024-02-14 555000 555000 0 0 WELLS FARGO-2976 .04825 SHR EXXON MOBIL CORP 2023-02-22 2024-05-03 6 5 1 1 WELLS FARGO-2976 1000 SHR SOUTH JERSEY 5.625% PFD JR SUB MTY 9/16/2079 2019-09-09 2024-11-06 20000 25000 -5000 -5000 CAPITAL GAINS DIVIDENDS P 4594 4594 4594 -6225 956 0 956 0 956 736 0 1300 0 2036 0 1080 1080 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A LISA SOMERVILLE 8567944763 PO BOX 1517 VINELAND NJ 08360 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE E KOONS 3100 BURGUNDY DRIVE NORTH PALM BEACH GARDENS FL 33410 TRUSTEE 0.00 0 0 0 BENJAMIN KOONS 9 NEW LONDON COURT VOORHEES NJ 08043 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 3902794 6143 0 3908937 0 0 3908937 58634 3850303 192515 192515 956 956 191559 0 191559 0 191559 305810 0 305810 191559 0 0 97592 124196 221788 305810 0 0 0 191559 114251 0 0 336039 0 0 0 0 0 0 97592 238447 124196 114251 ANNE E KOONS BENJAMIN KOONS X ANNE E KOONS C/O 3100 BURGUNDY DRIVE NORTH PALM BEACH GARDENS FL 33410 2152463103 THE FOUNDATION HAS NO REQUIRED FORM ON WHICH APPLICATIONS SHOULD BE SUBMITTED. ALL INFORMATION THAT THE REQUESTING ORGANIZATION DEEMS APPROPRIATE SHOULD BE SUBMITTED. SUBMISSION WILL BE CONSIDERED WHEN RECEIVED. NO RESTRICTIONS OTHER THAN THEY BE FOR QUALIFIED USE. JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 N/A PUBLIC 501 (C)(3) CHARITABLE 301736 301736 0 14 78345 18 -6225 0 72120 0 72120 0 0 0 0 0 0 0 0 0 0 X X 1 ANNE E KOONS 3100 BURGUNDY DRIVE NORTH PALM BEACH GARDENS FL 33410 8848 X ACCOUNTING FEES 8148 4074 4074 SERVICE FEES 21 21 0 ABVIE INC 38892 74634 ACCENTURE PLC IRELAND 59103 70358 ADOBE SYSTEMS INC 104386 88936 ADVANCED MICRO DEVICES INC 85097 75252 ALPHABET INC 37201 47325 ALPS TR ETF/ALERIAN 70372 71277 ALTRIA GROUP INC 29104 36603 AMAZON COM INC 53433 72618 AMERICAN TOWER CORP 41468 36682 ARES CAPITAL 20638 23751 ARISTA NETWORKS INC 35742 66318 ARM HOLDINGS PLC 13666 12459 BANK OF AMERICA 2240 3736 BCE INC 4008 2666 BLACKROCK INC COM 78730 102511 BLACKSTONE GROUP INC CL A 67758 160006 BLACKSTONE/GSO LONG SHORT CREDIT INCOME FUND COM SHS OF BEN INT 9188 9952 BRISTOL MYERS SQUIBB 5919 5656 BROADCOM INC 54332 106646 CARRIER GLOBAL CORP 10859 13652 CHEVRON 334265 340519 CIVITAS RES INC 1724 1055 COHEN & STEERS 5667 4808 CONOCOPHILLIPS 35580 31734 COTERRA ENERCOTERRA ENERGY INC 19454 18236 CROWDSTRIKE HOLDINGS INC 38733 51324 DEVON ENERGY CORP 37194 24678 DHT HOLDINGS INC 1164 929 DOW INC 10476 8026 ELI LILLY & CO 57995 77200 ENBRIDGE 9936 13026 ENERGY TRANSFER 48454 63276 ENTERPRISE PRODUCTS PARTNERS 21420 25308 EQUINOR ASA 1153 948 EXPAND ENERGY CORP 31187 39820 EXXON MOBIL CORP 129312 138658 GOLDMAN SACHS BDC INC 7791 6050 GOLDMAN SACHS GROUP INC 87650 171786 INTERNATIONAL BUSINESS MACHINE CORP 57610 76941 INVESCO LTD 4518 4370 ISHARES BITCOIN TR 29762 53050 ISHARES MSCI SOUTH ETF 9182 7634 KIMCO REALTY CORP 6625 7029 KINDER MORGAN INC 5062 8220 LEGEND BIOTECH CORP ADR SPONSERED ADS 13377 6508 LYONDELLBASELL INDUSTRIES AF SCA CLASS A 19560 14854 MEDTRONIC PLC 51201 47928 MONDAY COM LTD 29481 47088 MOONLAKE IMMUNOTHERAPUTICS 9742 10830 MPLX LP 6882 7897 NEWMONT CORP 10630 11166 NVDIA CORP 211210 615720 ONEOK INC 8266 12550 OPERA LTD ADR SPONSORED ADS 3682 5682 ORACLE CORPORATION 22687 33328 PALO ALTO NETWORKS 339623 473096 PFIZER 7307 6500 PLAINS GP HLDGS LP IN CL A NEW INT 3276 3676 PNC FINANCIAL SERVICES GROUP 22435 38570 QUALCOMM 58950 117519 RIO TINTO PLC SPONSORED ADR 25922 23524 SALESFORCE INC 16807 18054 SHELL PLC 12265 12530 SIXTH STR SPECIALTY LENDING INC 1870 2045 SNOWFLAKE INC 58125 46323 SOUTH BOW CORP 895 990 STARWOOD PROPERTY TR INC 56373 50786 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 47636 94598 TAKE-TWO INTERACTIVE SOFTWARE INC CDT 29648 36816 TC ENERGY CORP 9220 9957 TORONTO DOMINION BANK 5441 9583 UIPATH INC CL A 3968 1907 VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) 24772 24518 VERIZON COMMUNICATIONS 4932 3519 VISTRA CORP 7595 10065 WELLS FARGO & CO PFD 5.625% 17526 16783 WESTERN ALLIANCE BANCORP 2904 8354 WP CAREY INC 1531 1090 ZIM INTEGRATED SHIPPING 8828 6441 ADJUSTMENT FOR TIMING DIFFERENCE 5041 BOOK-TO-TAX COST BASIS ADJ FOR STOCK DONATED 168771 ADJUSTMENT FOR PARTNERSHIP DISTRIBUTIONS 5425 OVERDRAFT 36412 0 FOREIGN TAX WITHHELD 850 850 0 2023 EXTENSION EXCISE TAX 700 0 0