2024-05-15T09:34:06-05:00 2023-12-31 232440252 SAVRAN BENSON LLP ONE BALA PLAZA SUITE 640 BALA CYNWYD PA 19004 990PF 2023-01-01 236420013 THE TOBIN FAMILY FOUNDATION TOBI 2155708800 945 ROSCOMMON ROAD BRYN MAWR PA 19010 SHARON T KESTENBAUM SECRETARY 2155708800 2024-05-08 1 SHARON KESTENBAUM 999009999 1 MITCHELL BENSON P00851110 6106646400 2024-05-07 X 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5257652 X X 574 574 128466 128466 -13227 998029 0 115813 129040 0 0 0 5675 2838 2837 25694 25694 0 1125 1125 0 32494 29657 2837 307636 307636 340130 29657 310473 -224317 99383 243320 122086 122086 100 100 100 100 375095 879916 871264 4305415 3697599 4264202 4923930 4699701 5257652 0 0 X 0 0 0 0 4923930 4699701 4923930 4699701 4923930 4699701 4923930 -224317 88 4699701 0 4699701 MORGAN STANLEY X5802 ST COVERED 454856 424894 29962 29962 MORGAN STANLEY X5802 LT COVERED 515596 586362 -70766 -70766 CAPITAL GAINS DIVIDENDS P 27577 27577 27577 -13227 1381 0 1381 0 1381 9044 0 0 0 9044 0 7663 7663 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A SHARON T KESTENBAUM 2155708800 945 ROSCOMMON ROAD BRYN MAWR PA 19010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON T KESTENBAUM 945 ROSCOMMON ROAD BRYN MAWR PA 19010 SECRETARY 0.20 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NONE 0 0 5017107 136586 100 5153793 0 0 5153793 77307 5076486 253824 253824 1381 1381 252443 0 252443 0 252443 310473 0 310473 252443 0 0 263764 271227 60852 595843 310473 0 0 0 252443 58030 0 0 653873 0 0 0 0 0 0 263764 390109 271227 60852 58030 X ABRAMSON SENIOR CARE 5 SENTRY PARKWAY EAST SUITE 100 BLUE BELL PA 19422 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 5000 ACADEMY IN MANAYUNK 1200 RIVER ROAD CONSHOHOCKEN PA 19428 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 1000 AMERICAN FRIENDS OF LIBI INC 2001 BEACON STREET STE 107 BRIGHTON MA 02135 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 25000 BRAIN RESEARCH FOUNDATION 111 W WASHINGTON ST STE 1460 CHICAGO IL 606022858 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 1000 CHILDREN'S CRISIS TREATMENT CENTER 1080 NORTH DELAWARE AVENUE PHILADELPHIA PA 19125 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 5136 DANA-FARBER CANCER INSTITUTE INC 450 BROOKLINE AVENUE BOSTON MA 02215 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 2500 EMILY'S ENTOURAGE PO BOX 71 MERION STATION PA 19066 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 2500 IMUA MAUI RELIEF FUND 161 S WAKEA AVENUE KAHULUI HI 96732 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 25000 JEWISH FEDERATION OF GREATER PHILADELPHIA 2001 MARKET STREET SUITE 2300 PHILADELPHIA PA 19103 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 70000 JOHN HOPKINS UNIVERSITY 3400 NORTH CHARLES STREET BALTIMORE MD 21218 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 5000 MEDICAL MINISTRY INTERNATIONAL US PO BOX 17593 SAN ANTONIO TX 78217 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 1000 PALS PROGRAM PO BOX 843 CRANFORD NJ 07016 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 5000 PERELMAN JEWISH DAY SCHOOL 49 HAVERFORD ROAD WYNNEWOOD PA 19096 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 5000 SPRING LAKE RANCH 1169 SPRING LAKE ROAD CUTTINGSVILLE VT 05738 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 2500 THE FRANKLIN INSTITUTE 222 NORTH 20TH STREET PHILADELPHIA PA 19103 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 1000 THE MAIN IDEA INC 180 EAST PROSPECT AVENUE 178 MAMARONECK NY 10543 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 1000 THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY 3601 SPRUCE STREET PHILADELPHIA PA 191044265 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 25000 WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY - NMAJH 101 SOUTH INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 125000 307636 0 14 574 14 128466 18 -13227 0 115813 0 115813 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 5675 2838 2837 AMG YACKTMAN FUND CLASS I 527761 552018 ANGEL OAK MULTI-STRATEGY INCOME CLASS INSTITUTIONAL 732973 650763 BERKSHIRE HATHAWAY INC NEW CLASS B 111380 211143 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL 383817 404857 POLEN GROWTH FUND CLASS I 352855 452646 SPDR S&P 500 ETF TR 224948 397359 VANECK GLOBAL RESOURCES FUND- CLASS Y 331586 311617 VIRTUS KAR SMALL-MID CAP CORE FUND CLASS I 410332 591554 WCM FOCUSED INTERNATIONAL GROWTH FUND CLASS INSTL 114515 171077 WESTWOOD SALIENT MLP & ENERGY INFRASTRUCTURE FUND INSTITUTIONAL SHARES 301152 312733 KOPERNIK GLOBAL ALL CAP INSTITUTIONAL 206280 208435 879916 871264 0 0 CHANGES IN VALUE OF INVESTMENTS 88 ADVISORY FEES 25694 25694 0 FOREIGN TAXES PAID 1125 1125 0