2021-05-16T12:29:42-05:00 2020-12-31 230891050 Morgan Lewis & Bockius LLP 1701 Market Street Philadelphia PA 19103 990PF 2020-01-01 830469852 Wesley Joseph & Marion Family Foundation WESL 2159635599 Morgan Lewis - 1701 Market Street Philadelphia PA 19103 Joseph Wesley Trustee 2159635599 2021-05-16 1 Joseph Wesley 999009999 Sheryl F Roth P01252276 2159635000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 799454 X 3464425 33173 23431 3544277 10631310 3544277 7041875 3567708 0 0 0 8037 4019 4018 36867 36867 0 2179 1089 1090 47083 41975 5108 10100000 10100000 10147083 41975 10105108 -3105208 3525733 138915 1550 1550 180187 180187 3773247 625215 617717 3912162 806952 799454 0 0 X 504178 504178 0 0 3407984 302774 3912162 806952 3912162 806952 3912162 -3105208 0 806954 2 806952 3.702 shs Dolllar General 2020-07-21 2020-08-10 718 713 5 5 1.098 shs Intuit 2020-07-20 2020-08-10 336 318 18 18 10000 shs Targa Resources 2020-03-20 2020-08-10 203516 76374 127142 127142 .433 Unitedhealth Group 2020-06-30 2020-08-10 137 125 12 12 4922.137 shs Vanguard Div Aprc Inx Adml 2020-03-13 168731 121549 47182 47182 591.949 shs Vngrd Div Aprc Idx Adm 2019-06-13 2020-03-20 15000 14618 382 382 84.086 shs Vngrd Div Aprc Idx Adm 2020-11-12 3103 2084 1019 1019 16123.831 shs Vngrd Div Grw Invs 2020-01-02 2020-01-13 500000 495647 4353 4353 1561.106 shs Vngrd Div Grw Invs 2020-01-02 2020-03-20 35000 47988 -12988 -12988 1614.871 shs Vngrd Div Grw Invs 2020-11-12 52709 49605 3104 3104 58528.428 Vngrd H/Y Corp Adml 2020-01-13 350000 335613 14387 14387 2044.99 Vngrd H/Y Corp Adml 2019-06-13 2020-03-20 10000 11737 -1737 -1737 926.357 Vngrd H/Y Corp Adml 2020-11-12 5456 5322 134 134 14673.942 shs Vngrd Hi Div Yld Adml 2020-01-02 415713 336326 79387 79387 234623.016 shs Vngrd Int Tm Inv Gd Adml 2020-01-13 2365000 2261427 103573 103573 3151.261 shs Vngrd Int Tm Inv Gd Adml 2019-06-13 2020-03-20 30000 30418 -418 -418 123881.703 shs Vngrd Int Tm Inv Gd Adml 2020-11-12 1318101 1313249 4852 4852 583.963 shs Vngrd Rl Est Idx Adml 2020-01-13 77293 70210 7083 7083 117.371 shs Vngrd Rl Est Idx Adml 2019-06-13 2020-03-20 10000 14065 -4065 -4065 23.55 shs Vngrd Rl Est Idx Adml 2020-11-12 2777 2810 -33 -33 Abbott Laboratories 2020-08-10 242659 74032 168627 168627 Adobe 2016-11-09 2020-08-10 224681 53695 170986 170986 Ansys 2015-10-05 2020-08-10 139389 40385 99004 99004 Arthur J. Gallagher 2016-02-19 2020-11-12 22519 7867 14652 14652 Cadence Design Sys 2017-07-28 2020-11-12 137613 44546 93067 93067 Dollar General 2015-10-27 2020-08-10 384369 129287 255082 255082 Facebook A 2015-10-05 2020-11-12 27633 9402 18231 18231 Intuit 2015-10-05 2020-08-10 183929 54789 129140 129140 LVMH Moet Hennessy Louis 2016-11-01 2020-11-12 197331 65063 132268 132268 Microsoft 2017-12-07 2020-11-12 323264 123342 199922 199922 300 shs Newmont 2015-10-05 2020-08-10 20838 5387 15451 15451 3200 shs Nextera Energy 2015-10-05 2020-11-12 244571 80580 163991 163991 8613 shs Nidec Spon ADR 2015-10-16 2020-11-12 235849 76568 159281 159281 2100 shs Progressive 2015-10-05 2020-11-12 195528 65930 129598 129598 200 shs Synopsys 2015-12-11 2020-08-10 39258 9032 30226 30226 100 shs Unitedhealth Group 2016-01-11 2020-08-10 31689 10911 20778 20778 400 shs Unitedhealth Group 2015-10-05 2020-11-12 142551 47862 94689 94689 7475.763 shs Vngrd Div Aprc Idx Adml 2020-01-13 256269 184609 71660 71660 1085.092 shs Vngrd Div Aprc Idx Adml 2020-11-12 40040 26887 13153 13153 2987.394 shs Vngrd H/Y Corp Adml 2020-11-12 17596 17164 432 432 6251.806 shs Vngrd Hi Div Yld Adml 2020-01-02 177114 143291 33823 33823 7697.244 shs Vngrd Int Tm Inv Gd Adml 2020-11-12 81899 81597 302 302 282.009 shs Vngrd RL Est Idx Adml 2020-01-13 37327 33906 3421 3421 130.223 shs Vngrd RL Est Idx Adml 2020-11-12 15356 15537 -181 -181 256 shs Abbot Laboratories 2009-12-11 2020-08-10 25830 6636 19194 19194 1944 shs Amgen P 2009-12-10 2020-08-10 465043 109704 355339 355339 16000 shs Nextera Energy Prtnrs LP P 2020-11-12 1038522 316446 722076 722076 833.937 shs Vngrd Est Inx Adml P 2020-01-13 110380 60590 49790 49790 Basis Adjustment P 2020-01-01 2020-12-31 459 -459 -459 Basis Adjustment P 2001-01-01 2020-12-31 1331 -1331 -1331 Capital Gains Dividends P 8673 8673 8673 3544277 49008 0 49008 0 49008 0 0 0 0 0 X 552 49560 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A Jim Schafle 2159635599 645 Pineville Road Newtown PA 18940 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joseph L Wesly Sr 1600 S Ocean Boulevard PH2 Pompano Beach FL 33062 Trustee 1.00 0 0 0 Marion M Wesley 1600 S Ocean Boulevard PH2 Pompano Beach FL 33062 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 1500465 501563 0 2002028 0 0 2002028 30030 1971998 98600 98600 49008 49008 49592 0 49592 0 49592 10105108 0 10105108 0 10105108 49592 0 0 479023 457502 1293103 1354573 1447827 5032028 10105108 0 0 0 49592 10055516 0 0 15087544 0 0 0 0 0 0 479023 14608521 457502 1293103 1354573 1447827 10055516 Joseph L Wesly Sr Marion M Wesley X Girls Inc of Greater Philadelphia & South NJ 1501 Cherry Street Philadelphia PA 19104 PC General Purpose 100000 Williams College of the Trades 106 S New Middletown Road Media PA 19063 PC General Purpose 10000000 10100000 0 14 33173 18 3544277 0 3577450 0 3577450 0 0 0 0 0 0 0 0 0 0 X X 1 Joseph L Marion M Wesley 1500 S Ocean Boulevard PH2 Pompano Beach FL 33062 1885585 X 2 Joseph L Marion M Wesley 1500 S Ocean Boulevard PH2 Pompano Beach FL 33062 2540552 X 3 Joseph L & Marion M Wesley 1500 S Ocean Boulevard PH2 Pompano Beach FL 33062 2047069 X 1 2,661 shares Abbott Laboratories 244000 2020-06-10 1 1,944 shares Amgen 442269 2020-06-10 1 1,980 shares Dollar General 374022 2020-06-10 1 500 shares Adobe 202368 2020-06-10 1 450 shares Ansys 129811 2020-06-10 1 600 shares Intuit Software 176730 2020-06-10 1 300 shares Newmont 17195 2020-06-10 1 200 shares Synopsys 37931 2020-06-10 1 100 shares Unitedhealthcare Group 30659 2020-06-10 1 10,000 shares Targa Resources 230600 2020-06-10 2 8,613 shares Nidec 206109 2020-10-13 2 1,777 shares LVMH Moet Hennessy Louis 173524 2020-10-13 2 1,200 shares Cadence Design Systems 139896 2020-10-13 2 100 shares Facebook 27624 2020-10-13 2 200 shares Gallagher Arthur J & Co 21848 2020-10-13 2 1,500 shares Microsoft 334230 2020-10-13 2 800 shares Nextera Energy 241328 2020-10-13 2 2,100 shares Progressive 212111 2020-10-13 2 400 shares Unitedhealth Group 132282 2020-10-13 2 16,000 units Nextera Energy Partners LP 1051600 2020-10-13 Vanguard Intermediate Term Invest Grade Admiral CL 625215 617717 Morgan Lewis & Bockius 8037 4019 4018 Rounding 2 Miscellaneous Expenses 2179 1089 1090 PA Bureau of Charitable Organizations 15 15 0 United States Treasury - 2019 Excise Tax 36852 36852 0