2024-05-10T07:37:53-07:00 2023-12-31 232484485 Dilts Macary & Calvin 455 Pennsylvania Ave Ste 220 Fort Washington PA 19034 990PF 2023-01-01 200868853 Nicholas F and Eileen M Hearne Foundation NICH 2156530202 455 Pennsylvania Avenue 220 Fort Washington PA 19034 Mary Frances Adamow Trustee 2024-05-10 true Mary Frances Adamow 999009999 true Gary W Calvin P01062685 2156530202 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 259428 X X 799 799 799 4509 4509 4509 1351 60635 1660 48 6659 6968 5356 1944 1944 103 103 2047 2047 0 15000 15000 17047 2047 15000 -10388 4921 5356 8290 3788 3788 222937 214952 255640 231227 218740 259428 -5000 -2500 -5000 -2500 X 236227 221240 236227 221240 231227 218740 236227 -10388 2901 228740 7500 221240 1672.241 Nationwide Investor Fund P 2010-01-01 2023-05-05 15000 16414 -1414 -1414 136.698 Nationwide Investor Fund P 2010-01-01 2023-12-05 1300 1342 -42 -42 1218.750 Nationwide Investor Fund P 2010-01-01 2023-12-11 11700 11997 -297 -297 54.024 UIT Mega Cap Portfolio Ser 63 P 2023-01-01 2023-08-29 519 471 48 48 2935.347 UIT Mega Cap Portfolio Ser 63 P 2010-01-01 2023-08-29 28196 29060 -864 -864 Capital Gain Dividends 3920 Wash Sale 309 1660 48 68 68 68 68 0 false false false false false false false true true PA true false false false false true N/A Gary W Calvin 2156530202 455 Penna Ave Suite 220 Ft Washington PA 19034 false false false false false false false false false false false false false false false false false false false false false false Mary Frances Adamow 485 Jacksonville Road Ivyland PA 18974 Trustee 0.20 0 Christine Marie Harte 5573 Geddes Way Pipersville PA 18947 Trustee 0.20 0 Eileen Schaffer 66 Robbins Avenue Rockledge PA 19046 Trustee 0.20 0 Gary W Calvin 455 Pennsylvania Ave Ste 220 Fort Washington PA 19034 Trustee 0.20 0 NONE NONE 263730 3265 0 266995 0 266995 4005 262990 13150 13150 68 68 13082 13082 13082 15000 15000 13082 7939 1495 9434 15000 0 13082 1918 11352 0 11352 7939 1495 1918 Gary W Calvin 455 Pennsylvania Ave Suite 220 Fort Washington PA 19034 2156530202 gcalvin@dmcesq.com IRS Tax exemption letter/proof of 501(c)(3) designation;organizational mission statement None Must primarily benefit children Roxy Therapy Dogs PO Box 136 Danboro PA 18916 General 2500 Abington Health Foundation 1200 York Road Abington PA 19001 Educational 7500 Pearl S Buck Foundation 520 Dublin Road Perkasie PA 18944 Educational 5000 15000 14 799 14 4509 18 1351 6659 6659 false false false false false false false false false false Dilts, Macary & Calvin 1944 1944 0 0 Prior year check cleared 5000 Uncashed current year check 2500 Accounting adjustment 349 Nontaxable distributions 52 Uncashed check 2500 Uncashed check -5000 -2500 Foreign tax on dividends 53 53 Tax on investment income 50 50