2024-11-13T07:46:39-06:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 2005 MARKET STREET SUITE 1105 PHILADELPHIA PA 19103 990PF 2023-01-01 232868994 EDWIN M GILBERG FAMILY FOUNDATION C/O D GILBERG / SULLIVAN & CROMWELL EDWI 2125584680 125 BROAD STREET 32ND FLOOR NEW YORK NY 10004 DAVID GILBERG TRUSTEE 2125584680 2024-11-12 1 0 ANTHONY L DELFINER P00251228 2677683800 2024-11-07 2023 2024-10-15 13:58:12Z X 658964 X X 242 242 19876 19876 15131 61275 15131 35249 35249 0 0 0 8052 8052 0 2500 0 0 661 661 0 11213 8713 0 30500 30500 41713 8713 30500 -6464 26536 42313 44349 44349 334656 326251 441946 144482 144482 134435 23609 23514 38234 545060 538596 658964 0 0 X 0 0 0 0 545060 538596 545060 538596 545060 538596 545060 -6464 0 538596 0 538596 TRANE TECHNOLOGIES PLC P 2022-01-01 2023-02-02 537 227 310 310 TARGET CORP P 2022-01-01 2023-02-02 515 291 224 224 UNITEDHEALTH GROUP INC P 2022-01-01 2023-02-02 497 218 279 279 CONOCOPHILLIPS P 2022-01-01 2023-02-16 571 332 239 239 MERCK P 2022-01-01 2023-01-19 553 252 301 301 PEPSICO P 2022-01-01 2023-01-19 528 287 241 241 JOHNSON AND JOHNSON P 2022-01-01 2023-03-03 760 357 403 403 US BANCORP P 2023-01-01 2023-03-22 346 409 -63 -63 US BANCORP P 2022-01-01 2023-03-22 2522 3295 -773 -773 CIGNA GROUP P 2023-01-01 2023-04-27 506 593 -87 -87 DEERE CO P 2022-01-01 2023-04-27 1517 685 832 832 TEXAS INSTRUMENTS P 2022-01-01 2023-04-27 1021 189 832 832 DEERE CO P 2022-01-01 2023-04-28 375 369 6 6 JPMORGAN CHASE P 2022-01-01 2023-05-11 1092 474 618 618 ELI LILLY & CO P 2022-01-01 2023-06-09 1763 556 1207 1207 NORTHERN TRUST CORP P 2022-01-01 2023-06-09 379 522 -143 -143 NORTHERN TRUST CORP P 2022-01-01 2023-06-12 74 101 -27 -27 BROADCOM P 2022-01-01 2023-06-28 826 246 580 580 CROWN CASTLE INC P 2022-01-01 2023-06-28 554 432 122 122 LAM RESEARCH CORP P 2022-01-01 2023-06-28 1245 347 898 898 NORTHN TRUST CORP P 2022-01-01 2023-06-28 72 83 -11 -11 NORTHROP GRUMMAN CORP P 2022-01-01 2023-06-28 448 347 101 101 TARGET CORP P 2022-01-01 2023-06-28 672 511 161 161 WASTE MANAGEMENT INC NEW P 2022-01-01 2023-06-28 333 63 270 270 CROWN CASTLE INC P 2022-01-01 2023-06-29 333 456 -123 -123 NORTHERN TRUST CORP P 2022-01-01 2023-06-29 794 888 -94 -94 NORTHROP GRUMMAN CORP P 2022-01-01 2023-06-29 448 347 101 101 TARGET CORP P 2022-01-01 2023-06-29 667 811 -144 -144 WASTE MANAGEMENT INC NEW P 2022-01-01 2023-06-29 168 31 137 137 NORTHERN TRUST CORP P 2022-01-01 2023-06-30 144 140 4 4 VERIZON P 2022-01-01 2023-07-20 612 1146 -534 -534 UNITED PARCEL SERVICE P 2022-01-01 2023-08-18 342 217 125 125 ELECTRONIC ARTS INC P 2023-01-01 2023-08-31 363 345 18 18 VERIZON P 2022-01-01 2023-08-31 829 1393 -564 -564 ELECTRONIC ARTS INC P 2023-01-01 2023-09-14 608 585 23 23 XCEL ENERGY INC P 2022-01-01 2023-09-14 573 472 101 101 XCEL ENERGY INC P 2022-01-01 2023-09-28 584 501 83 83 KLA CORP P 2022-01-01 2023-10-12 472 94 378 378 NEXTERA ENERGY INC P 2022-01-01 2023-10-12 403 136 267 267 NIKE INC P 2023-01-01 2023-10-12 296 271 25 25 MEDTRONIC PLC P 2022-01-01 2023-10-26 650 722 -72 -72 BROADCOM INC P 2022-01-01 2023-11-10 902 301 601 601 PHILIP MORRIS INTL P 2022-01-01 2023-11-10 634 462 172 172 XTRACKERS MSCI P 2022-01-01 2023-12-08 3267 2570 697 697 ISHARES EDGE MSCI P 2022-01-01 2023-12-08 7930 6291 1639 1639 SPDR BLOOMBERG CONV P 2022-01-01 2023-12-08 6910 4585 2325 2325 VANGUARD SMALL CAP P 2022-01-01 2023-12-08 9983 9296 687 687 BROADCOM P 2022-01-01 2023-12-12 913 301 612 612 CIGNA GROUP P 2023-01-01 2023-12-12 765 919 -154 -154 CIGNA GROUP P 2022-01-01 2023-12-12 510 658 -148 -148 CUMMINS INC P 2022-01-01 2023-12-12 461 320 141 141 MARSH & MCLENNAN P 2022-01-01 2023-12-12 584 103 481 481 WASTE MANAGEMENT INC NEW P 2022-01-01 2023-12-12 343 63 280 280 EATON CORP PLC P 2022-01-01 2023-12-22 475 190 285 285 CISCO SYSTEMS INC P 2022-01-01 2023-12-22 603 344 259 259 CAPITAL GAINS DIVIDENDS P 1003 1003 1003 15131 369 0 369 0 369 2197 0 0 0 2197 0 1828 1828 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A DAVID GILBERG ESQ 2125584680 125 BROAD STREET APT 32ND FLOOR NEW YORK NY 10004 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID GILBERG 125 BROAD STREET 32ND FLOOR NEW YORK NY 100042400 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 604109 43322 0 647431 0 0 647431 9711 637720 31886 31886 369 369 31517 0 31517 0 31517 30500 0 30500 31517 21118 0 0 30500 21118 0 0 9382 0 0 0 0 0 0 0 0 22135 0 0 0 DAVID GILBERG ESQ 125 BROAD STREET 32ND FLOOR NEW YORK NY 10004 2125584680 IN WRITING, DETAILING THE PURPOSE IN RELATION TO THE TAX EXEMPT ORGANIZATION NONE JEWISH & ISRAEL - RELATED ORGANIZATIONS CLASSIFIED AS TAX-EXEMPT ENTITIES UNDER SEC 501(C)(3) AND AS PUBLIC CHARITIES UNDER SEC 509 BETH AM ISRAEL 1300 HAGYS FORD RD NARBERTH PA 19072 PC TO FURTHER DONEE'S EXEMPT PURPOSE 7500 HAR ZION TEMPLE 1500 HAGYS FORD ROAD PENN VALLEY PA 19072 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 HARVARD HILLEL 52 MT AUBURN STREET CAMBRIDGE MA 02138 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 HEBREW INSTITUTE OF WHITE PLAINS 20 GREENRIDGE AVE WHITE PLAINS NY 10605 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 100279985 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 LOWER MERION SYNAGOGUE 123 OLD LANCASTER RD BALA CYNWYD PA 19004 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 MECHON HADAR 190 AMSTERDAM AVENUE NEW YORK NY 10023 PC TO FURTHER DONEE'S EXEMPT PURPOSE 7500 NATIONAL MUSEUM OF AMERICAN JEWISH 101 S INDEPENDENCE MALL E PHILADELPHIA PA 19106 PC TO FURTHER DONEE'S EXEMPT PURPOSE 7500 PENN HILLEL 215 S 39TH STREET PHILADELPHIA PA 19104 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 TEMPLE ISRAEL 280 OLD MAMARONECK RD WHITE PLAINS NY 106053799 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 YOUNG ISRAEL OF WHITE PLAINS 135 OLD MAMARONECK RD WHITE PLAINS NY 10605 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1000 30500 0 14 242 14 19876 18 15131 0 35249 0 35249 0 0 0 0 0 0 0 0 0 0 BBH LTD DURATION FUND CL I 22850 23120 PIMCO INCOME FUND 121632 111315 ABBOTT LABS 2574 2422 ABBVIE INC 3674 4959 ACCENTURE PLC SHS 1979 3509 AMEREN CORP 1031 1230 AMERICAN ELEC PWR INC 1038 1462 ANALOG DEVICES INC 2774 3971 AT&T INC 2347 2668 AUTOMATIC DATA PROCESSING INC 672 1864 AVALONBAY CMNTYS INC 1369 1123 AVERY DENNISON CORP 941 1415 BANK OF NEW YORK MELLON 1621 1822 BECTON DICKINSON CO 2763 2682 BLACKROCK INC CL A 933 2435 BLACKSTONE INC 587 1047 BOOZ ALLEN HAMILTON HLDG CLASS A 837 1151 BRISTOL MYERS SQUIBB CO 1918 1693 BROADCOM INC 1450 5581 CHEVRON CORP 4446 5370 CHUBB CORP 1810 3616 CISCO SYS INC 3600 4648 CME GROUP INC 1999 2948 CMS ENERGY CORP 444 929 COCA COLA COM 2767 2947 COMCAST CORP 3841 5218 CONOCOPHILLIPS 1307 1857 CUMMINS INC 1367 1437 DELAWARE EMERGING MKTS FUND 13944 17472 DTE ENERGY CO 545 772 EATON CORP PLC 1593 3131 ELEVANCE HEALTH INC 3339 3301 ENTERGY CORP NEW 1516 1417 EOG RES INC 1675 3024 EVERSOURCE ENERGY 744 864 EXXON MOBIL CORP 4268 5499 GENERAL MILLS 1106 1107 GENUINE PARTNS CO 1157 970 HOME DEPOT 2130 5545 HONEYWELL INTL INC 1987 4194 ILLINOIS TOOL WORKS INC 1728 1834 INTERNATIONAL BUSINESS MACHS 3122 3762 ISHARES EDGE MSCI MIN VOL EAFE ETF 31061 39638 ISHARES RS 2000 VALUE 18480 17863 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CL I 30000 37330 JOHNSON & JOHNSON 5134 6426 JP MORGAN CHASE & CO 5301 9696 KLA CORP 994 4069 LAM RESEARCH CORP 2230 3916 LINDE PLC REG SHS 1952 2875 LOCKHEED MARTIN CORP 1620 2266 MARSH & MCLENNAN COS INC 1278 3600 MCDONALDS CORP 2037 3855 MEDTRONIC PLC IRELAND 2645 2307 MERCK & CO INC NEW COM 2703 4252 MICROCHIP TECHNOLOGY INC 2348 3066 MICROSOFT CORP 2353 9025 MODELEZ INTL INC 2019 2680 MORGAN STANLEY 2983 2891 NEXTERA ENERGY INC 476 1033 NIKE INC CL B 881 977 NORTHROP GRUMMAN CORP 2203 2809 PACKAGING CORP AMER 536 815 PARKER HANNIFIN CORP 1765 4146 PEPSICO INC 1343 2038 PHILIP MORRIS INTL INC 2473 2352 PNC FINL SVCS GROUP INC 2956 3871 PPG INDUSTRIES INC SHS 2117 2243 PROCTER & GAMBLE CO 3511 4982 PROLOGIS INC 1079 1200 PUBLIC STORAGE 1157 1220 SOUTHERN COMPANY 1995 2033 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES 24748 38240 TEXAS INSTRS INC 498 1875 TRANE TECH PUB LTD CO 953 2439 UNION PAC CORP 2639 4912 UNITED HEALTH GROUP INC 3145 3685 UNITED PARCEL SVC INC 3120 3145 VALERO ENERGY CORP NEW 1728 2470 VANGUARD SMALL CAP ETF 27887 32000 VISA INC 3242 3645 WAL-MART STORES INC 3683 4572 WASTE MGMT INC DEL 687 1970 WEC ENERGY GROUP INC 795 1263 WELLS FARGO & CO NEW CO 4136 4331 XTRACKERS MSCI EAFE HEDGED EQUITY ETF 22417 29029 SPDR GOLD TR GOLD SHS AT COST 23514 38234 ADVISORY FEES 604 604 0 MISC EXPENSE 57 57 0 BANK OF AMERICA 8052 8052 0 FEDERAL INCOME TAXES 2500 0 0