2024-05-13T15:03:06-04:00 2023-12-31 870814846 RRC ACCOUNTING SERVICES LLC 290 KING OF PRUSSIA RD BLDG 2 ST RADNOR PA 19087 990PF 2023-01-01 261635605 THOMAS A AND KATHLEEN R BRUDER FOUNDATION THOM 4843231345 C/O ERBOYNTON30 VALLEY STREAM PKWY MALVERN PA 19355 THOMAS A BRUDER III PRESIDENT/SECRETARY 4843231345 2024-05-09 THOMAS BRUDER XXX-XX-XXXX false MARY-CLAIRE CORCORAN P00233747 4842546800 2024-05-13 2023 2023-04-26 12:10:37Z X 883003 X 202082 9129 9129 10024 10024 26820 200984 26820 248055 45973 4037 4037 2200 2200 3046 3046 451 251 9734 9534 0 40000 40000 49734 9534 40000 198321 36439 50000 249947 249947 514670 513044 633056 564670 762991 883003 0 X 564670 762991 564670 762991 564670 762991 564670 198321 762991 762991 ISHARES US AEROSPACE ETF P 2023-01-19 2023-03-17 111 110 1 1 PACER DATA & INFRA REAL ESTATE ETF P 2021-07-12 2023-04-11 208 208 ISHARES US REGIONAL BANKS ETF P 2021-07-12 2023-07-19 190 290 -100 -100 SPDR S&P TRANSPORTATION ETF P 2021-10-26 2023-01-19 293 395 -102 -102 FIRST TRUST CLOUD COMPUTING ETF P 2022-02-09 2023-07-19 244 288 -44 -44 MATERIAL SELECT SECTOR SPDR FUND P 2021-07-12 2023-07-19 668 665 3 3 CONSUMER DISCRETIONARY SPDR P 2018-01-02 2023-03-17 844 600 244 244 OAKMARK INTL FD CL INSTITUTIONAL P 2018-01-02 2023-03-17 3463 4075 -612 -612 ISHARES US AEROSPACE ETF P 2023-01-19 2023-05-09 895 876 19 19 PACER DATA & INFRA REAL ESTATE ETF P 2021-07-12 2023-04-11 415 577 -162 -162 ISHARES US REGIONAL BANKS ETF P 2021-07-12 2023-07-19 1713 2552 -839 -839 SPDR S&P TRANSPORTATION ETF P 2021-10-26 2023-01-19 147 184 -37 -37 FIRST TRUST CLOUD COMPUTING ETF P 2022-02-09 2023-10-17 856 1057 -201 -201 MATERIAL SELECT SECTOR SPDR FUND P 2021-07-12 2023-10-17 79 83 -4 -4 CONSUMER DISCRETIONARY SPDR P 2018-01-02 2023-05-09 2649 1889 760 760 OAKMARK INTL FD CL INSTITUTIONAL P 2018-01-02 2023-05-09 1840 1980 -140 -140 REAL ESTATE SELECT SECTOR SPDR FD SH P 2022-05-12 2023-04-11 2015 2252 -237 -237 PACER DATA & INFRA REAL ESTATE ETF P 2021-07-12 2023-10-17 590 947 -357 -357 ISHARES US REGIONAL BANKS ETF P 2021-11-17 2023-07-19 1066 1819 -753 -753 SPDR S&P TRANSPORTATION ETF P 2021-11-17 2023-01-19 1613 2116 -503 -503 GLOBAL X FUNDS SHS US INFRASTRUCTURE P 2021-07-12 2023-01-19 1826 1738 88 88 HEALTH CARE SELECT SPDR P 2018-01-02 2023-04-11 4425 2754 1671 1671 CONSUMER DISCRETIONARY SPDR P 2018-01-02 2023-05-09 883 600 283 283 CD WELLS FARGO BANK 2.85% MAR 27 23 P 2019-03-13 2023-03-27 35000 35000 REAL ESTATE SELECT SECTOR SPDR FD SH P 2022-05-12 2023-05-09 147 167 -20 -20 VANGUARD FINANCIALS ETF P 2018-01-02 2023-05-09 305 270 35 35 REAL ESTATE SELECT SECTOR SPDR P 2021-11-17 2023-01-19 2842 3530 -688 -688 SPDR S&P TRANSPORTATION ETF P 2021-11-24 2023-01-19 220 273 -53 -53 GLOBAL X FUNDS SHS US INFRASTRUCTURE P 2021-07-12 2023-05-09 1138 1064 74 74 HEALTH CARE SELECT SPDR P 2019-03-20 2023-05-09 933 644 289 289 CONSUMER DISCRETIONARY SPDR P 2018-08-29 2023-05-09 2943 2338 605 605 SPDR S&P TRANSPORATION ETF P 2022-02-09 2023-01-19 953 1168 -215 -215 VANGUARD FINANCIALS ETF P 2018-01-02 2023-05-09 1448 1325 123 123 REAL ESTATE SELECT SECTOR SPDR P 2021-11-17 2023-04-11 410 410 VANECK SEMICONDUCTOR ETF P 2022-02-09 2023-03-17 751 751 FIDELITY MSCI UTILITIES INDEX P 2020-10-20 2023-04-11 1216 1099 117 117 HEALTH CARE SELECT SPDR P 2019-07-16 2023-05-09 4534 3141 1393 1393 SECTOR SPDR ENERGY P 2020-03-12 2023-01-19 896 303 593 593 SPDR S&P TRANSPORTATION ETF P 2022-09-27 2023-01-19 147 130 17 17 VANGUARD FINANCIALS ETF P 2018-01-30 2023-05-09 1448 1294 154 154 REAL ESTATE SELECT SECTOR SPDR P 2021-11-17 2023-04-11 1530 1983 -453 -453 VANECK SEMICONDUCTOR ETF P 2022-02-09 2023-10-17 1186 1143 43 43 FIDELITY MSCI UTILITIES INDEX P 2022-02-09 2023-04-11 180 178 2 2 HEALTH CARE SELECT SPDR P 2019-08-14 2023-05-09 2000 1362 638 638 SECTOR SPDR ENERGY P 2021-03-09 2023-01-19 985 584 401 401 VANECK SEMICONDUCTOR ETF P 2022-02-09 2023-01-19 3987 5143 -1156 -1156 VANGUARD FINANCIALS ETF P 2018-03-06 2023-05-09 2134 2021 113 113 REAL ESTATE SELECT SECTOR SPDR P 2021-11-17 2023-05-09 404 524 -120 -120 VANECK SEMICONDUCTOR ETF P 2022-02-09 2023-10-17 890 932 -42 -42 FIDELITY MSCI UTILITIES INDEX P 2022-02-09 2023-05-09 354 355 -1 -1 HEALTH CARE SELECT SPDR P 2018-01-02 2023-05-09 1467 918 549 549 SECTOR SPDR ENERGY P 2021-03-09 2023-04-11 4221 2600 1621 1621 FIDELITY MSCI UTILITIES INDEX P 2022-05-15 2023-05-09 1592 1631 -39 -39 VANGUARD FINANCIALS ETF P 2018-03-28 2023-05-09 2820 2529 291 291 COMM SERVICES SELECT SECTOR P 2019-01-16 2023-01-19 1183 1027 156 156 FIRST TRUST CLOUD COMPUTING ETF P 2020-05-12 2023-01-19 1995 2291 -296 -296 FIDELITY MSCI UTILITIES INDEX P 2022-04-12 2023-05-09 707 786 -79 -79 HEALTH CARE SELECT SPDR P 2018-03-06 2023-05-09 1200 756 444 444 SECTOR SPDR ENERGY P 2021-03-09 2023-05-09 2807 1857 950 950 ISHARES BIOTECHNOLOGY ETF P 2018-01-02 2023-04-11 2869 2400 469 469 VANGUARD FINANCIALS ETF P 2018-03-28 2023-07-19 2315 1845 470 470 COMM SERVICES SELECT SECTOR P 2019-03-20 2023-01-19 2779 2529 250 250 FIRST TRUST CLOUD COMPUTING ETF P 2020-08-12 2023-01-19 352 456 -104 -104 FIDELITY MSCI UTILITIES INDEX P 2022-05-12 2023-07-19 3295 3488 -193 -193 HEALTH CARE SELECT SPDR P 2019-08-14 2023-07-19 664 454 210 210 SECTOR SPDR ENERGY P 2021-03-09 2023-07-19 1077 690 387 387 ISHARES BIOTECHNOLOGY ETF P 2018-01-02 2023-05-09 521 436 85 85 VANGUARD INFORMATION TECH ETF P 2018-01-02 2023-03-17 9126 4166 4960 4960 COMM SERVICES SELECT SECTOR P 2019-03-20 2023-03-17 1100 937 163 163 FIRST TRUST CLOUD COMPUTING ETF P 2020-08-12 2023-03-17 375 456 -81 -81 FIDELITY MSCI UTILITIES INDEX P 2022-05-12 2023-10-17 2604 3080 -476 -476 HEALTH CARE SELECT SPDR P 2019-08-14 2023-10-17 1046 726 320 320 SECTOR SPDR INDUSTRIAL P 2018-01-02 2023-05-09 495 377 118 118 ISHARES BIOTECHNOLOGY ETF P 2018-01-08 2023-05-09 130 108 22 22 VANGUARD INFORMATION TECH ETF P 2018-01-02 2023-05-09 18083 7832 10251 10251 COMM SERVICES SELECT SECTOR P 2019-08-14 2023-03-17 660 582 78 78 FIRST TRUST CLOUD COMPUTING ETF P 2020-08-12 2023-04-11 193 228 -35 -35 FIDELITY MSCI UTILITIES INDEX P 2022-07-13 2023-10-17 1991 2322 -331 -331 HEALTH CARE SELECT SPDR P 2020-04-14 2023-10-17 1177 876 301 301 SECTOR SPDR INDUSTRIAL P 2018-01-02 2023-05-09 4257 3261 996 996 ISHARES BIOTECHNOLOGY ETF P 2018-03-06 2023-05-09 260 221 39 39 VANGUARD INFORMATION TECH ETF P 2018-01-02 2023-07-19 2764 1000 1764 1764 COMM SERVICES SELECT SECTOR P 2019-12-10 2023-05-09 4071 3627 444 444 FIRST TRUST CLOUD COMPUTING ETF P 2021-07-12 2023-04-11 514 848 -334 -334 MATERIAL SELECT SECTOR SPDR FUND P 2021-01-12 2023-04-11 403 386 17 17 SECTOR SPDR CONSMRS STPL P 2018-03-06 2023-05-09 537 377 160 160 SECTOR SPDR INDUSTRIAL P 2018-01-02 2023-07-19 983 679 304 304 ISHARES BIOTECHNOLOGY ETF P 2019-03-20 2023-05-09 391 341 50 50 ISHARES US REGIONAL BANKS ETF P 2021-07-12 2023-01-19 436 522 -86 -86 COMM SERVICES SELECT SECTOR P 2020-04-14 2023-05-09 944 772 172 172 FIRST TRUST CLOUD COMPUTING ETF P 2021-11-17 2023-04-11 129 236 -107 -107 MATERIAL SELECT SECTOR SPDR FUND P 2021-01-12 2023-05-09 944 926 18 18 SECTOR SPDR CONSMRS STPL P 2019-01-16 2023-05-09 5450 3666 1784 1784 SECTOR SPDR INDUSTRIAL P 2018-01-02 2023-10-17 1855 1381 474 474 ISHARES BIOTECHNOLOGY ETF P 2019-07-16 2023-05-09 521 423 98 98 ISHARES US REGIONAL BANKS ETF P 2021-07-12 2023-04-11 1582 1582 COMM SERVICES SELECT SECTOR P 2020-05-12 2023-05-09 59 52 7 7 FIRST TRUST CLOUD COMPUTING ETF P 2021-11-17 2023-05-09 63 118 -55 -55 MATERIAL SELECT SECTOR SPDR FUND P 2021-03-09 2023-05-09 157 155 2 2 SECTOR SPDR CONSMRS STPL P 2019-01-16 2023-07-19 1266 878 388 388 SECTOR SPDR INDUSTRIAL P 2018-01-02 2023-10-17 1649 1207 442 442 PACER DATA & INFRA REAL ESTATE ETF P 2021-07-12 2023-01-19 1451 1935 -484 -484 ISHARES US REGIONAL BANKS ETF P 2021-07-12 2023-04-11 984 1625 -641 -641 COMM SERVICES SELECT SECTOR P 2019-08-14 2023-05-09 1180 970 210 210 FIRST TRUST CLOUD COMPUTING ETF P 2022-02-09 2023-05-09 884 1346 -462 -462 MATERIAL SELECT SECTOR SPDR FUND P 2021-07-12 2023-05-09 79 83 -4 -4 CONSUMER DISCRETIONARY SPDR P 2018-01-02 2023-01-19 1497 1101 396 396 VICTORY TRIVALENT INTL SMALL CAP P 2018-01-08 2023-05-09 807 876 -69 -69 26820 -1630 507 507 507 397 397 110 false false false false false false false true true PA true false false false false true N/A EDWIN R BOYNTON ESQUIRE 4843231345 30 VALLEY STREAM PARKWAY MALVERN PA 19355 false false false false false false false false false false false false false false false false false false false false KATHLEEN R BRUDER C/O ER BOYNTON 30 VALLEY STREAM PARKWAY MALVERN PA 19355 VICE PRESIDE 2.00 0 0 0 THOMAS A BRUDER III C/O ER BOYNTON 30 VALLEY STREAM PARKWAY MALVERN PA 19355 PRESIDENT/SE 2.00 0 0 0 MARY KATE TRUSK C/O ER BOYNTON 30 VALLEY STREAM PARKWAY MALVERN PA 19355 TREASURER/DI 2.00 0 0 0 MATT PANARESE C/O ER BOYNTON 30 VALLEY STREAM PARKWAY MALVERN PA 19355 DIRECTOR 2.00 0 0 0 NONE NONE N/A 579836 220696 0 800532 800532 12008 788524 39426 39426 507 507 38919 38919 38919 40000 40000 38919 1164 647 1256 1912 4979 40000 38919 1081 6060 0 1164 4896 647 1256 1912 1081 THOMAS A BRUDER KATHLEEN R BRUDER X KIDS NEEDS GCRCF 324 3RD STREET SE CEDAR RAPIDS IA 52401 501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 10000 NOTRE DAME ACADEMY 560 SPROUL ROAD VILLANOVA PA 19085 501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 5000 ST KATHARINE OF SIENNA 104 S ABERDEEN AVENUE WAYNE PA 19087 501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 10000 MERION MERCY ACADEMY 511 MONTGOMERY AVENUE MERION STATION PA 19066 501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 5000 MALVERN PREPARATORY SCHOOL 418 S WARREN AVE MALVERN PA 19355 501(C)(3) OR GRANT TO ANOTHER 501(C)(3) ORGANIZAT 5000 KINNEY CENTER FOR AUTISM 376 N LATCHES LANE MERION STATION PA 19066 501(C)(3)ORG GRANT TO ANOTHER 501(C)(3) ORGANIZAT 5000 40000 14 9129 14 10024 14 26820 45973 45973 false false false false false false false false false false X X 1 ESTATE OF THOMAS A BRUDER JR C/O ER BOYNTON 30 VALLEY STREAM PKY MALVERN PA 19355 202082 X RRC ACCOUNTING SERVICES 2200 2200 SECTOR SPDR ENERGY AT COST 21832 26158 ISHARES TRUST S&P MIDCAP AT COST 25766 36307 ISHARES NASDAQ BIOTECH ETF AT COST 10364 10732 VANGUARD FINANCIALS ETF AT COST 42711 54895 VANGUARD INFORMATION TECH ETF AT COST 63188 105028 MATERIALS SELECT SECTOR SPDR FD AT COST 6310 6587 HEALTH CARE SELECT SPDR AT COST 50311 56734 SECTOR SPDR CONSUMERS STAPLES AT COST 27711 29316 CONSUMER DISCRETIONARY SPDR AT COST 30773 40232 SECTOR SPDR INDUSTRIAL AT COST 17762 23140 VICTORY TIVALENT INTL SMALL CAP FD AT COST 51522 52118 COMM SERVICES SELECT AT COST 32404 39527 OAKMARK INTL FUND AT COST 46383 50388 ISHARES CORE S&P SMALL CAP ETF AT COST 26818 36480 CD WELLS FARGO BANK 2.85% 3/27/23 AT COST FIRST TRUST CLOUD AT COST 5628 6225 PACER BENCHMARK DATA AND INFRASTRUCT AT COST 3352 2623 FIDELITY MSCI UTILITIES INDEX AT COST 7681 7151 REAL ESATE SELECT SECTOR SPDR FUND AT COST 3923 3966 ISHARES US REGIONAL 2.13% AT COST GLOBAL X FUNDS SHS US AT COST 6465 7891 SPDR S&P TRANSPORTATION AT COST VANECK SEMICONDUCTOR AT COST 15742 19236 INVESCO KBW BANK ETF AT COST 5814 6641 ISHARES US AEROSPACE ETF AT COST 6953 7976 ISGARES TR US AT COST 3631 3705 STRADLEY, RONON, STEVENS & YOUNG 4037 4037 MERRILL LYNCH 150 150 MERRILL LYNCH 2896 2896 MERRILL LYNCH 02447 FOREIGN TAX 251 251 2023 ESTIMATED TAX 200