2025-02-07T22:27:17-05:00 2024-12-31 112461669 SILVERCREST FINANCIAL SERVICES INC 230 COURT SQUARE SUITE 101 CHARLOTTESVILLE VA 22902 990PF 2024-01-01 346599113 BEAR-SONTZ FAMILY FOUNDATION BEAR 4349774420 C/O SILVERCREST 230 COURT SQUARE CHARLOTTESVILLE VA 22902 DAVID BEAR TRUSTEE 4349774420 2025-02-05 true false EVAN KWIATKOWSKI P01509799 4349774420 2025-02-07 2024 2025-03-06 01:10:19Z X 1794701 X X 28974 28974 -22947 183984 4000 10027 28974 13737 10737 3000 253 13990 10737 3000 122050 122050 136040 10737 125050 -126013 18237 5557 36769 110881 110881 1583085 1401321 1682310 1763 1510 1510 1627174 1513712 1794701 3500 3500 3500 3500 X 1623674 1510212 1623674 1510212 1627174 1513712 1623674 -126013 12551 1510212 1510212 PUBLICLY TRADED SECURITIES P 169503 206931 -37428 -37428 -22947 253 253 253 1763 1763 X 1510 1510 false false false false false false false true true FL true false false false false true N/A SILVERCREST ASSET MANAGEMENT GROUP 4349774420 230 COURT SQUARE SUITE 101 CHARLOTTESVILLE VA 22902 false false false false false false false false false false false false false false false false false false false false DAVID BEAR C/O SILVERCREST 230 COURT SQUARE CHARLOTTESVILLE VA 22902 TRUSTEE 0.10 0 0 0 RISA SONTZ C/O SILVERCREST 230 COURT SQUARE CHARLOTTESVILLE VA 22902 TRUSTEE 0.10 0 0 0 NONE NONE N/A 1759186 98800 1763 1859749 1859749 27896 1831853 91593 91593 253 253 91340 4000 95340 95340 125050 125050 95340 63407 67984 5079 25045 28679 190194 125050 95340 29710 219904 0 63407 156497 67984 5079 25045 28679 29710 DAVID BEAR X AMERICAN INDIAN SERVICES 3115 EAST LION LANE SALT LAKE CITY UT 84121 NONE PUBLIC GENERAL 500 AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE PUBLIC GENERAL 1000 AMUDIM 11 BROADWAY 1076 NEW YORK NY 10004 NONE PUBLIC GENERAL 2650 ANIMAL HAVEN 200 CENTRE ST NEW YORK NY 10013 NONE PUBLIC GENERAL 2650 ANTI DEFAMATION LEAGUE 621 NW 53RD ST STE 450 BOCA RATON FL 33487 NONE PUBLIC GENERAL 5500 BERKSHIRE ENVIRONMENTAL ACTION TEAM 20 CHAPEL STREET PITTSFIELD MA 01201 NONE PUBLIC GENERAL 1000 BIG LOVE RESCUE 15055 FAIRFIELD MEADOWS CYPRESS TX 77433 NONE PUBLIC GENERAL 1000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NONE PUBLIC GENERAL 6000 CAREERS THROUGH CULINARY ARTS 505 EIGHTH AVENUE SUITE 1400 NEW YORK NY 10018 NONE PUBLIC GENERAL 3000 CARTER CENTER 453 FREEDOM PARKWAY ATLANTA GA 30307 NONE PUBLIC GENERAL 1000 CROS MINISTRIES - DB FOOD PANTRY 141 SW 12TH AVENUE DELRAY BEACH FL 33444 NONE PUBLIC GENERAL 1500 DELRAY BEACH LIBRARY 100 WEST ATLANTIC AVENUE DELRAY BEACH FL 33344 NONE PUBLIC GENERAL 2500 DIRECT RELIEF 27 S LA PETERA LANE SANTA BARBARA CA 93117 NONE PUBLIC GENERAL 2500 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 NONE PUBLIC GENERAL 1000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW WASHINGTON DC 20009 NONE PUBLIC GENERAL 1000 EVERYONE FOR GUN SAFETY SUPPORT FD PO BOX 4184 NEW YORK NY 10163 NONE PUBLIC GENERAL 1000 GIVE WELL 188 SPEAR ST STE 190 SAN FRANCISCO CA 94105 NONE PUBLIC GENERAL 5000 GREATER BOSTON FOOD BANK 70 S BAY AVENUE BOSTON MA 02118 NONE PUBLIC GENERAL 500 GREENHILL SCHOOL SOLDIERS FIELD RD BOSTON MA 02163 NONE PUBLIC GENERAL 3000 HAND IN HAND SCHOOLS - ISRAEL 2929 SW MULTINOMAH BLVD PORTLAND OR 97219 NONE PUBLIC GENERAL 2000 HARVARD MEDICAL SCHOOL 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PUBLIC GENERAL 2000 HILLEL OF BROWARD PALM BEACH CNTY 777 GLADES ROAD LY-3A BOCA RATON FL 33431 NONE PUBLIC GENERAL 2000 HUMAN RELATIONS SERVICE INC 11 CHAPEL PLACE WELLESLEY HILLS MA 024813130 NONE PUBLIC GENERAL 1000 IMPACT 100 PALM BEACH COUNTY 261 NW 13TH ST BOCA RATON FL 33432 NONE PUBLIC GENERAL 2000 ISRAEL GUIDE DOG CENTER 968 EASTON RD WARRINGTON PA 18976 NONE PUBLIC GENERAL 1700 JEWISH FAMILY CHILDREN SERVICES 1430 MAIN STREET WALTHAM MA 02451 NONE PUBLIC GENERAL 3000 JEWISH FAMILY SERVICES 430 S CONGRESS AVE DELRAY BEACH FL 33445 NONE PUBLIC GENERAL 2500 JEWISH FEDERATION OF SOUTH PALM 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE PUBLIC GENERAL 12000 LAPPIN FOUNDATION 29 CONGRESS STREET SALEM MA 01970 NONE PUBLIC GENERAL 1000 LYNN WOMEN'S HEALTH INSTITUTE 690 MEADOWS ROAD BOCA RATON FL 33486 NONE PUBLIC GENERAL 4000 MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT RD LINCOLN MA 01773 NONE PUBLIC GENERAL 1000 MCGILL UNIVERSITY PO BOX 372 NEW ROCHELLE NY 10804 NONE PUBLIC GENERAL 1000 MILAGRO CENTER 695 AUBURN AVE DELRAY BEACH FL 33444 NONE PUBLIC GENERAL 5500 NAACP LEGAL DEFENSE FUND 40 RECTOR ST 5 NEW YORK NY 10006 NONE PUBLIC GENERAL 500 NATURE RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 NONE PUBLIC GENERAL 500 ONEGOAL PO BOX 734137 CHICAGO IL 606734137 NONE PUBLIC GENERAL 1000 SIERRA CLUB FOUNDATION 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 NONE PUBLIC GENERAL 1000 ST JUDE CHILDREN'S HOSPITAL PO BOX 1893 MEMPHIS TN 38101 NONE PUBLIC GENERAL 3500 THE TRUSTEES 200 HIGH STREET 4TH FL BOSTON MA 02110 NONE PUBLIC GENERAL 1000 TRI COUNTY HUMANE SOCIETY OF 21278 BOCA RIA ROAD BOCA RATON FL 33433 NONE PUBLIC GENERAL 1000 TRUSTEES OF BOSTON UNIVERSITY COMMONWEALTH AVE BOSTON MA 02215 NONE PUBLIC GENERAL 10000 TURNOUT ACTIVISM INC 35 WALDEN STREET 3G CAMBRIDGE MA 02140 NONE PUBLIC GENERAL 15050 TURNOUT ACTIVISM INC 35 WALDEN STREET 3G CAMBRIDGE MA 02140 NONE PUBLIC GENERAL 2500 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 02318 NONE PUBLIC GENERAL 2000 WELLESLEY FRIENDLY AID 219 WASHINGTON ST WELLESLEY MA 02481 NONE PUBLIC GENERAL 1000 122050 14 28974 18 -22947 CHARITABLE RECOVERIES 18 4000 10027 10027 false false false false false false false false false false FIXED INCOME MUTUAL FUNDS 288089 282221 EQUITY MUTUAL FUNDS 1113232 1400089 EXCISE TAX RECEIVABLE 1763 1510 1510 CHARITABLE RECOVERIES 4000 PRIOR PERIOD ADJUSTMENT 3850 STOCK DONATION COST ADJUSTMENT 8701 FEES PAYABLE 3500 3500 INVESTMENT FEES 10737 10737 ADMINISTRATIVE FEES 3000 3000 FEDERAL EXCISE TAX 253