2026-08-25T15:37:31-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1601 MARKET ST 4TH FLOOR PHILADELPHIA PA 19103 990PF 2025-01-01 474675286 THE SATELL INSTITUTE SATE 6104207627 660 AMERICAN AVENUE 102 KING OF PRUSSIA PA 19406 EDWARD SATELL PRESIDENT 6104207627 2026-08-24 1 TIMOTHY DUFFY P00363714 2152972100 2026-08-24 2025 2025-03-06 01:10:19Z X 24480153 X 0 X 301424 301424 301424 293640 927135 293640 19852 303 0 303 595367 595064 321579 805846 0 0 805846 40061 0 0 40061 88755 0 0 88755 8553 0 0 8553 6693 0 0 6693 86587 0 0 86587 122624 1318 0 64181 8600 0 0 8600 225118 0 0 225118 278446 11702 0 266744 1671283 13020 0 1601138 2000 2000 1673283 13020 0 1603138 -1077916 582044 321579 64237 65975 65975 2485925 1037266 1037266 10648961 11017966 23376912 13199123 12121207 24480153 0 0 X 0 0 0 0 13199123 12121207 13199123 12121207 13199123 12121207 13199123 -1077916 0 12121207 0 12121207 ST STR TECH SEL SPDR ETF P 2024-07-24 2025-06-09 154557 140468 14089 14089 VNGRD 500 IDX ADML P 2024-12-30 2025-06-09 305763 300000 5763 5763 T ROWE DIV GRW INVS P 2019-05-13 2025-09-22 350000 193027 156973 156973 CAPITAL GAINS DIVIDENDS P 116815 116815 116815 293640 19852 8090 0 8090 0 8090 33416 0 0 0 33416 0 25326 25326 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 66000 1321 0 REGINA LENNOX 506 LANGFORD DR DOWNINGTOWN PA 19335 EXEC. 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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. 272129 0 21758476 1216216 0 22974692 0 0 22974692 344620 22630072 1131504 X 1603138 0 1603138 X 321579 316062 317690 260288 1215619 273342 268653 270037 221245 1033276 1603138 1412118 835150 918155 4768561 0 0 0 0 0 1603138 1412118 835150 918155 4768561 24480152 22399134 19835076 17480107 84194469 24480152 22399134 19835076 17480107 84194469 0 0 0 0 0 EDWARD M SATELL X THINK EQUAL 202 W 85TH ST APT 5 NEW YORK NY 10024 PC TO PROVIDE FUNDS TO FURTHER SUPPORT THE ORGANIZATION'S MISSION 1000 ABA FUND FOR JUSTICE AND EDUCATION 321 N CLARK STREET FLOOR 20 CHICAGO IL 60654 PC TO PROVIDE FUNDS TO FURTHER SUPPORT THE ORGANIZATION'S MISSION 1000 2000 0 14 301424 18 293640 LITIGATION SETTLEMENT INCOME 01 303 0 595367 0 595367 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6693 0 0 6693 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. 3000000 NO FUNDS DIVERTED, TO THE KNOWLEDGE OF THE GRANTOR. 04/11/2022, 03/02/2023, 03/23/2024, 03/04/2025, 04/20/2026 2026-04-20 THE SATELL INSTITUTE REVIEWED THE GRANT REPORT ON APRIL 20, 2026 BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY. 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