2024-11-14T16:00:55-06:00 2023-12-31 232962399 CONNOLLY GRADY & CHA PC 543 BALTIMORE PIKE-2ND FLOOR SPRINGFIELD PA 19064 990PF 2023-01-01 753188223 SHERIDAN FOUNDATION INC SHER 2159779500 424 SOUTH BETHLEHEM PIKE 3RD FLOOR FORT WASHINGTON PA 19034 THOMAS SHERIDAN PRESIDENT 2159779500 2024-11-14 1 1 FRANCIS J GRADY P01428516 2157354500 2023 2024-10-15 13:58:12Z X 948104 X 0 X 16608 16608 -20501 132723 0 -3893 16608 0 0 0 3000 0 0 725 0 0 15 0 0 3740 0 0 79124 79124 82864 0 79124 -86757 16608 6131 34852 34852 842788 913252 913252 20612 0 0 869531 948104 948104 0 0 X 869531 948104 0 0 0 0 869531 948104 869531 948104 869531 -86757 165330 948104 0 948104 FDIVX - FIDELITY DIVERSIFIED INT'L P 2021-09-20 2023-02-08 4200 5579 -1379 -1379 FDIVX - FIDELITY DIVERSIFIED INT'L P 2021-09-20 2023-03-16 52791 73249 -20458 -20458 FDIVX - FIDELITY DIVERSIFIED INT'L P 2021-12-03 2023-03-16 687 953 -266 -266 FDIVX - FIDELITY DIVERSIFIED INT'L P 2021-12-03 2023-03-16 5523 7663 -2140 -2140 FDIVX - FIDELITY DIVERSIFIED INT'L P 2022-12-09 2023-03-16 235 326 -91 -91 FDIVX - FIDELITY DIVERSIFIED INT'L P 2022-12-09 2023-03-16 588 816 -228 -228 IEFA - ISHARES CORE MSCI EAFE P 2020-03-20 2023-02-08 11025 7349 3676 3676 IWR - ISHARES RUSSELL MID CAP P 2019-06-27 2023-02-08 10007 7472 2535 2535 SGOIX - FIRST EAGLE OVERSEAS P 2021-09-20 2023-02-08 5800 6426 -626 -626 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2019-01-16 2023-02-09 50 52 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2021-09-20 2023-02-09 19950 20720 -770 -770 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2021-09-20 2023-03-09 167 176 -9 -9 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2021-09-30 2023-03-09 71 75 -4 -4 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2021-10-29 2023-03-09 125 132 -7 -7 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2021-11-30 2023-03-09 128 134 -6 -6 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2022-06-30 2023-03-09 34 36 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2022-07-29 2023-03-09 34 36 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2022-08-31 2023-03-09 35 37 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2022-09-30 2023-03-09 38 40 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2022-10-31 2023-03-09 39 41 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2022-11-30 2023-03-09 41 43 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2022-12-30 2023-03-09 42 44 -2 -2 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2023-01-31 2023-03-09 43 43 0 0 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2023-02-08 2023-03-09 20697 21732 -1035 -1035 VFSUX - VGRD S/T INVESTMENT GRADE FUND P 2023-02-28 2023-03-09 50 50 0 0 CAPITAL GAINS DIVIDENDS P 323 323 323 -20501 231 0 231 0 231 0 0 0 0 0 0 231 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A THOMAS SHERIDAN 2159779500 424 SOUTH BETHLEHEM PIKE 3RD FLOOR FORT WASHINGTON PA 19034 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS SHERIDAN 801 GREENWICH DRIVE AMBLER PA 190026059 FOUNDER/PRESIDENT 1.00 0 0 0 LISA SHERIDAN 801 GREENWICH DRIVE AMBLER PA 190026059 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 888326 20492 0 908818 0 0 908818 13632 895186 44759 44759 231 231 44528 0 44528 0 44528 79124 0 79124 44528 25770 0 0 79124 25770 0 0 44528 8826 0 0 8826 0 0 0 0 0 0 0 8826 8826 THOMAS SHERIDAN X FRANKLIN & MARSHALL FOOTBALL ASSOCIATION 424 SOUTH BETHLEHEM PIKE FORT WASHINGTON PA 19034 NONE EXEMPT SCHOLARSHIPS OR OPERATING EXPENSES 10000 CONGAREE FOUNDATION 384 DAVANT DRIVE RIDGELAND SC 29936 NONE EXEMPT SCHOLARSHIPS OR OPERATING EXPENSES 58524 LAFAYETTE COLLEGE 730 HIGH STREET EASTON PA 18042 NONE EXEMPT SCHOLARSHIPS OR OPERATING EXPENSES 10000 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE - SUITE 200 RYE BROOK NY 10573 NONE EXEMPT SCHOLARSHIPS OR OPERATING EXPENSES 100 LEVEEN-ROACH SCHOLARSHIP FUND OF SECESSION GOLF CLUB 100 ISLANDS CAUSEWAY BEAUFORT SC 29907 NONE EXEMPT SCHOLARSHIPS OR OPERATING EXPENSES 500 79124 0 14 16608 14 -20501 0 -3893 0 -3893 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 0 0 SWPPX - SCHWAB S&P 500 INDEX 416786 416786 IEMG - ISHARES CORE MSCI 39078 39078 IEFA - ISHARES CORE MSCI EAFE 143528 143528 IWR - ISHARES RUSSELL MID CAP 112171 112171 EGFIX - EDGEWOOD GROWTH INSTITUTIONAL 51660 51660 SGOIX - FIRST EAGLE OVERSEAS 76858 76858 VVIAX - VANGUARD VALUE INDEX 73171 73171 PA REGISTRATION FEE 15 0 0 UNREALIZED GAIN/LOSS IN INVESTMENTS 165330 THOMAS SHERIDAN 801 GREENWICH DRIVE AMBLER PA 190026059 FEDERAL TAX 725 0 0