2024-12-17T07:29:13-06:00 2024-08-31 990PF 2023-09-01 256682889 JEFFREY J AND MARY E BURDGE CHARITABLE TRUST JEFF 7175343225 BRYN MAWR TR CO 1 E CHOCOLATE AVE HERSHEY PA 17033 JENNIFER MARSHALL SENIOR VICE PRESIDENT 7175343225 2024-12-16 0 2023 2024-10-15 13:58:12Z X 1769190 X X 2916 2916 42583 42583 121768 566234 121768 167267 167267 14683 11746 2937 66 0 0 2234 0 2234 16983 11746 5171 118000 118000 134983 11746 123171 32284 155521 1 1 20769 10141 10141 1059769 1102680 1759048 1080538 1112822 1769190 0 0 X 1059769 1059769 0 0 20769 53053 1080538 1112822 1080538 1112822 1080538 32284 0 1112822 0 1112822 SALE OF PUBLICLY TRADED SECURITIES 225824 225606 218 218 SALE OF PUBLICLY TRADED SECURITIES 340410 218860 121550 121550 121768 2162 0 2162 0 2162 1020 0 0 0 1020 0 1142 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A BRYN MAWR TRUST CO 7175343225 1 E CHOCOLATE AVENUE STE 200 HERSHEY PA 17033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE BRYN MAWR TRUST COMPANY 1436 LANCASTER AVENUE BERWYN PA 19312 TRUSTEE 3.00 14683 0 0 JEREMY BURDGE 3789 CEMETERY ROAD HILLIARD OH 43026 CHAIRMAN 1.00 0 0 0 RANDALL BURDGE 9048 COTTONWOOD STREET LENEXA KS 66215 DIRECTOR 1.00 0 0 0 GAVIN BURDGE 846 KIEHL DRIVE LEMOYNE PA 17043 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1668711 58593 0 1727304 0 0 1727304 25910 1701394 85070 85070 2162 2162 82908 0 82908 0 82908 123171 0 123171 82908 10945 0 0 123171 10945 0 0 82908 29318 0 0 29318 0 0 0 0 0 0 0 29318 29318 THE BRYN MAWR TRUST COMPANY 1 E CHOCOLATE AVENUE SUITE 200 HERSHEY PA 17033 7175343225 LETTER OF REQUEST ACCOMPANIED BY FINANCIAL STATEMENTS NONE AWARDS MAY BE GRANTED TO QUALIFIED ORGANIZATIONS FOR CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES, PROVIDED THAT THE ORGANIZATION MEETS AT LEAST ONE OF THE FOLLOWING REQUIREMENTS (1) THE ORGANIZATION WILL USE THE AWARD FOR THE BENEFIT, CAR OR ADVOCACY OF A PERSON AFFLICTED WITHE MENTAL ILLNESS. SUCH FUNDS MAY BE USED OR APPLIED EITHER FOR CAPITAL OR PROGRAM EXPENSES FOR THE FOREGOING PURPOSES, PROVIDED THAT NO SUCH FUNDS SPECIFICALLY SET FORTH ABOVE, EVEN THOUGH SUCH ORGANIZATION MAY PERFORM OTHER FUNCTIONS OR MISSIONS IN ADDITION TO THOSE DESCRIBED ABOVE (2) THE ORGANIZATION IS A PUBLIC SERVICE, HUMAN SERVICES, OR ARTS ORGANIZATION. NO AWARDS MAY BE MADE TO CHURCHES OR OTHER RELIGIOUS ORGANIZATIONS FOR SECTARIAN OR RELIGIOUS PURPOSES. AFTER THE HARVEST 6320 BROOKSIDE PLAZA KANSAS CITY MO 64113 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 2000 BRAIN AND BEHAVIOR RESEARCH FOUNDATION 747 THIRD AVENUE 33RD FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 25000 CORNING MUSEUM GLASS STUDIO EXPANSION 1 MUSEUM WAY CORNING NY 14830 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 FOUNDATION FOR OCCUPATIONAL HEALTH & SAFETY 3640 PARK 42 DR CINCINNATI OH 45241 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 FUND FOR WOMEN OF THE SOUTHERN TIER PO BOX 777 CORNING NY 14830 PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 10000 MENTAL HEALTH AMERICA OF THE HEARTLAND 739 MINNESOTA AVENUE KANSAS CITY MO 66101 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 NATIONAL ALLIANCE OF THE MENTALLY ILL 3803 N FAIRFAX DRIVE ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 10000 PAXTON MINITRIES 2001 PAXTON STREET HARRISBURG PA 17111 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 24000 SAFEHOME OF JOHNSON COUNTY KS PO BOX 4563 OVERLAND PARK KS 66204 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 4000 SALEM LUTHERAN CHURCH PANTRY PACK 9135 HASKINS STREET LENEXA KS 66215 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 1000 TELLURIDE SCIENCE RESEARCH CENTER PO BOX 2429 TELLURIDE CO 81435 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 2000 TREATMENT ADVOCACY CENTER 200 N GLEBE ROAD SUITE 801 ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 20000 118000 0 14 2916 14 42583 18 121768 STOP PAYMENT ON CHECK TO TREATMENT ADVOCACY CENTER 0 167267 0 167267 0 0 0 0 0 0 0 0 0 0 COMMON STOCK AT COST 312313 836221 ETF- EQUITY AT COST 211576 283191 ETF- FIXED INCOME AT COST 22120 18607 MUTUAL FUNDS- BALANCED AT COST 50059 73002 MUTUAL FUNDS- FIXED INCOME AT COST 233562 211775 MUTUAL FUNDS- EQUITY AT COST 273050 336252 FOREIGN TAXES 66 0 0