2024-06-20T18:02:19-07:00 2023-12-31 John Birkmire EA 1623 S 10th Street Philadelphia PA 19148 990PF 2023-01-01 232612150 James C Gentle Foundation JAME 2159793222 150 N Radnor-Chester Road Radnor PA 19087 Joseph A O'Connor Jr Co-Trustee 2159793222 2024-05-04 true Joseph OConnor Jr XXX-XX-XXXX true John Birkmire P00022672 2159635024 2024-06-20 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 5185450 X X 94481 94135 43820 718856 43820 6148 0 0 138301 137955 6148 17896 8948 8948 0 3000 1500 1500 20374 20374 7194 194 0 0 48464 31016 10448 200000 200000 248464 31016 210448 -110163 106939 6148 475235 248481 248481 0 0 2863472 2980064 4936969 0 0 0 0 0 0 3338707 3228545 5185450 0 0 0 0 0 X 3338707 3228545 3338707 3228545 3338707 3228545 3338707 -110163 1 3228545 3228545 BROADCOM INC P 2023-09-07 2023-10-11 85926 0 84869 1057 0 0 0 1057 MP MATERIALS CORP P 2022-11-02 2023-02-01 81355 0 76264 5091 0 0 0 5091 ACTIVISION BLIZZARD, INC P 2010-09-19 2023-09-22 93916 0 55349 38567 0 0 0 38567 AEROJET ROCKETDYNE HOLDINGS IN P 2022-02-28 2023-07-28 145000 0 95449 49551 0 0 0 49551 CVS HEALTH CORP P 2018-11-15 2023-01-05 89006 0 77252 11754 0 0 0 11754 CORDORUS VALLEY BANCORP INC P 2019-06-27 2023-07-31 119610 0 107400 12210 0 0 0 12210 SOFI TECHNOLOGIES INC P 2021-08-04 2023-09-06 59505 0 109607 -50102 0 0 0 -50102 ROYLATY PHARMA PLC CL A P 2020-08-17 2023-06-27 44538 0 68846 -24308 0 0 0 -24308 43820 6148 1486 0 1486 0 1486 3618 0 3618 -3618 2132 2132 false false false false false false false true true PA true false false false false true N/A Joseph A O'Connor Jr 2159793222 150 N Radnor-Chester RD Ste A200 Radnor PA 19087 false false false false true false false false false false false false false false false false false false false false false false Joseph A O'Connor Jr 150 N Radnor-Chester RD Radnor PA 19087 Co-Trustee 1.00 8948 0 0 Frederick M LaValley 1701 Market Street Philadelphia PA 19103 Co-Trustee 1.00 8948 0 0 NONE 0 NONE 0 4297654 413373 0 4711027 0 4711027 70665 4640362 232018 232018 1486 1486 230532 230532 230532 210448 210448 230532 195095 0 0 0 0 0 0 210448 195095 0 15353 0 0 0 0 0 215179 0 0 0 0 0 0 0 None None Joseph A O'Connor Jr - Co-Trustee 150 N Radnor-Chester Road - Suite A Radnor PA 19087 6102476361 No Special Form None The Trustees are requested but not required to consider funding on an annual basis a course or courses at the University of Pennsylvania based on the study of political parties existing in the United States at the times the courses are givin, their structure, aims, teaching and practices, their current significance and their possible future effect on the political structure and goverment of the United States. The Trustees msy make distributions or expenditures exclusively for charitable, scientific, literary or educational purposes as they deem proper but they are requested that any such distributions, including any such distribution to fund a course at the University of Pennsylvania, be made for the purpose of forstering education in conservative political philosophy and thought. University of Pennsylvania 3615 Market Street- 2nd Floor Philadelphia PA 19104 PublicCharity Defray cost of Penn-in-Washingtonprogram & support the coursesin Penn Arts & Sciences. 200000 200000 14 94481 18 43820 138301 138301 false false false false false false false false false false John Birkmire Tax Prep and E-filing fee 3000 1500 1500 Broadcom Inc 2023-09 Purchased 2023-10 85926 84869 FMV 1057 MP Materials 2022-11 Purchased 2023-02 81355 76264 FMV 5091 Activision Blizzard 2019-09 Purchased 2023-09 93916 55349 FMV 38567 Aerojet Rocketdyne 2022-02 Purchased 2023-07 145000 95449 FMV 49551 CVS 2018-11 Purchased 2023-01 89006 77252 FMV 11754 Codorus 2019-06 Purchased 2023-07 119610 107400 FMV 12210 Sofi Tech 2021-08 Purchased 2023-09 59505 109607 FMV -50102 Royalty Pharma PLC 2020-08 Purchased 2023-06 44538 68846 FMV -24308 Colgate-Palmolive 85605 90471 TJX Companies 82318 140715 Kraft Heinz CO 114791 92450 Berkshire Hathaway Inc-Cl B 56876 178330 Viatris Inc. 97548 108300 Peapack-Gladstone Finl Corp 70052 74550 Abbott Labs Inc 59522 165105 AbbVie Inc 83987 154970 Cadre Holdings Inc. 112683 164450 IQVIA Holdings Inc 83735 196673 Medtronic PLC 88431 82380 Encore Wire Corp 88913 106800 Leonardo Drs Inc 62526 100200 Honeywell International Inc 90498 104855 Palo Alto Networks 100407 122375 LVMH Moet Hennessy Louis 97170 106405 Adobe Inc 85695 104405 Apple Inc 17357 288795 Rtx Corporation 67222 84140 Vertiv Holdings LLC 117726 480300 L3 Harris Technologies Inc 36453 136903 NVIDIA Corp 51256 495220 Alphabet Inc CL A 76596 279380 Verizon Communications 59500 47125 Gilead Sciences Inc 108643 121515 Paypal Holdings Inc 104291 33161 BWX Technologies Inc 89552 115095 Coherent Corp 91468 108825 IBM Corporation 65279 81775 Dow Inc 148432 137100 MP Materials Corp 61907 39700 AT & T Inc 103517 83900 Goldman Sachs Group Inc 98061 110330 Unilever PLC 146592 136471 Coterra Energy Inc 75455 63800 ADR Fees Rounding 1 Philadelphia Trust Investment Advisor & Custodian 20374 20374 2022 Extension payment 7000 Foreign Tax Paid 194 194