2024-06-04T08:28:52-05:00 2023-12-31 232391384 SCHWARTZ LASSON HARRIS LTD TWO WALNUT GROVE DRIVE HORSHAM PA 19044 990PF 2023-01-01 621543217 AMJ FOUNDATION AMJF 2152055501 520-28 CARPENTER LANE APT 2-D PHILADELPHIA PA 19119 ELIZABETH WERTHAN TRUSTEE TRUSTEE 2152055501 2024-06-04 1 ELIZABETH WERTHAN TRUSTEE XXX-XX-XXXX 0 CHRIS ANN RIDER CPA P00635681 2159569700 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1396398 X X 11685 11685 9730 9730 684 37345 684 22099 22099 0 0 0 1828 0 0 1500 0 1500 9733 9733 0 13061 9733 1500 54825 54825 67886 9733 56325 -45787 12366 31695 18990 18990 5000 0 0 5000 5000 304799 266717 268981 214815 214815 1103427 551309 505522 1396398 360 360 360 360 X 0 0 0 0 550949 505162 550949 505162 551309 505522 550949 -45787 0 505162 0 505162 US T-BILL P 2022-12-07 2023-07-18 20589 20070 519 519 US T-NOTE P 2022-10-19 2023-12-05 16756 16591 165 165 684 172 0 172 0 172 1323 0 0 0 1323 0 1151 1151 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 NONE ELIZABETH WERTHAN 2152055501 520-28 CARPENTER LANE APT 2-D PHILADELPHIA PA 19119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH WERTHAN 520-28 CARPENTER LANE APT 2-D PHILADELPHIA PA 19119 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1345717 24167 0 1369884 0 0 1369884 20548 1349336 67467 67467 172 172 67295 0 67295 0 67295 56325 0 56325 67295 33553 0 0 56325 33553 0 0 22772 0 0 0 0 0 0 0 0 44523 0 0 0 ELIZABETH WERTHAN X AAUW ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 50 ABORTION LIBERATION FUND OF PA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 250 ACCESS MATTERS ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 200 ACLF OF PENNSYLVANIA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 3100 AGEWELL MIDDLE TENNESSEE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1000 AMERICAN RED CROSS ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 AMREF HEALTH AFRICA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 500 ARS NOVA WORKSHOP ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1000 BRAZELTON TOUCHPOINTS FOUNDATION ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 200 BREAD AND ROSES COMMUNITY FUND ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 500 CHALKBEAT ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 500 CHILDREN FIRST PA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 6000 CHILDREN'S VILLAGE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 250 COLLECTIVE POWER ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUITONS 2500 CW HENRY PTA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 200 DOCTORS WITHOUT BORDERS ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 FLEISHER ART MEMORIAL ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1500 FOOD MOXIE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 4500 FREE LIBRARY OF PHILADELPHIA FOUNDATION ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1000 FRIENDS OF THE WISSAHICKON ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1250 GESTALT THERAPY INSTITUTE OF PHILADELPHIA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 750 HAMPSHIRE COLLEGE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1250 HIAS OF PENNSYLVANIA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 300 HISTORIC GERMANTOWN ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 200 LEADER BREEDERS INC ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1200 NNAF ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 500 NORRIS SQUARE COMMUNITY ALLIANCE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 200 NORTHAMPTON SURVIVAL CENTER ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 NORTHWEST VILLAGE NETWORK ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 175 NVN ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 NWHN ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 PALMETTO STATE ABORTION FUND ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 PARTNERS IN HEALTH ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 PCMS ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 200 PUBLIC INTEREST LAW CENTER ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 2500 SAFE PASSAGE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 250 SILVERTHORNE THEATRE COMPANY ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 200 THE BRODSKY CENTER AT PAFA ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 500 THE CROSSING ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 THE SCHOOLHOUSE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1000 THE SHALOM CENTER ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 7500 THE TEMPLE CONGREGATION OHABAI SHOLOM ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 400 TRUSTEES OF HAMPSHIRE COLLEGE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 5000 UNIVERSITY SCHOOL OF NASHVILLE ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1000 WAM OF CLEVELAND CLINIC PHILANTROPY ON FILE PHILADEPHIA PA 19119 NONE' EXEMPT GENERAL CONTRIBUTIONS 100 WEST MT AIRY NEIGHBORS ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 250 WHYY-FM ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 3000 WMAN ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 100 WOMEN'S LAW PROJECT ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1200 WOMEN'S WAY ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 1500 WOODMERE ART MUSUEM ON FILE PHILADEPHIA PA 19119 NONE EXEMPT GENERAL CONTRIBUTIONS 250 54825 0 14 11685 14 9730 18 684 0 22099 0 22099 0 0 0 0 0 0 0 0 0 0 SCHWARTZ LASSON AND HARRIS LTD 1500 0 1500 100 SHS BERKSHIRE HATHAWAY 30912 542625 273 SHS WALMART 11734 43038 630 SHS BERKSHIRE HATHAWAY NEW 12625 224696 2714 SHS SYSCO CORP 61896 198475 5510 SHS LAZARD EMERGING MARKETS 97648 94593 266717 268981 0 0 ZARWIN BAUM 1828 0 0 CHARLES SCHWAB 9733 9733 0