2024-11-04T09:51:20-06:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990PF 2023-01-01 270155826 THE GUBERNICK AND GOLDSMITH FAMILY FOUNDATION GUBE 2158818800 1612 HEARD DRIVE MAPLE GLEN PA 19002 ALAN GUBERNICK DIRECTOR/TRUSTEE 6108621998 2024-10-31 1 0 CHERYL POST P00748554 2158818800 2023 2024-10-15 13:58:12Z X 160920 X X 2213 2213 43 43 43 2256 2256 0 0 0 21 21 0 175 175 0 196 196 0 0 0 196 196 0 2060 2060 46752 47833 47833 50101 50144 80146 4080 4080 6717 26487 27423 26224 127420 129480 160920 0 0 X 127420 129480 127420 129480 127420 129480 127420 2060 0 129480 0 129480 CAPITAL GAINS DIVIDENDS P 43 43 43 43 29 0 29 0 29 315 0 0 0 315 0 286 286 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A EISNER ADVISORY GROUP LLC 2158818800 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 19103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN B GUBERNICK 1612 HEARD DRIVE MAPLE GLEN PA 19002 DIRECTOR/TRUSTEE 0.00 0 0 0 JULIE GUBERNICK 1612 HEARD DRIVE MAPLE GLEN PA 19002 TRUSTEE 0.00 0 0 0 CARLY GUBERNICK 1612 HEARD DRIVE MAPLE GLEN PA 19002 TRUSTEE 0.00 0 0 0 MADELYN GUBERNICK 1612 HEARD DRIVE MAPLE GLEN PA 19002 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 104931 47299 0 152230 0 0 152230 2283 149947 7497 7497 29 29 7468 0 7468 0 7468 0 0 0 7468 0 0 21104 15721 7974 44799 0 0 0 0 0 0 7468 7468 37331 0 0 0 0 0 0 13636 23695 15721 7974 ALAN B GUBERNICK 1612 HEARD DRIVE MAPLE GLEN PA 19002 2158818800 APPLICANT OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE. NONE NONE PROVIDED THAT THE ORGANIZATION QUALIFIES UNDER IRC SECTION 510(C)(3). 0 0 14 2213 14 43 0 2256 0 2256 0 0 0 0 0 0 0 0 0 0 VIRTUS KAR SMALL-CAP GROWTH FUND CLASS I 4080 6717 ISHARES MSCI EAFE INDEX FUND PC 8930 11303 ISHARES TRUST CORE S&P MID CAP 400 INDEX FUND PC 2079 4157 ISHARES TRUST CORE S&P SMALL-CAP ETF 2108 3789 SPDR S&P 500 ETF TR (STD & POORS DEP RCPTS) 9720 23766 BERKSHIRE HATHAWAY INC NEW CLB 7176 12483 SPDR BLOOMBERG BARCLAYS CONV SEC ETF 5017 6854 VIRTUS KAR INTERNATIONAL SMALL-CAP FUND CLASS I 5134 5223 POLEN GROWTH FUND CLASS I 4747 5980 WCM FOCUSED INTERNATIONAL GROWTH FUND 5233 6591 FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF AT COST 4796 5676 ANGEL OAK MULTI-STRATEGY INCOME FUND .CLASS INSTL AT COST 13336 11833 INVESCO TAXABLE MUNICIPAL BOND ETF DE AT COST 2498 2826 ALPS/SMITH TOTAL RETURN BOND FUND CLASS I AT COST 6793 5889 INVESTMENT FEES 175 175 0 FOREIGN TAXES 21 21 0