2025-04-24T12:51:44-05:00 2024-12-31 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990PF 2024-01-01 270155826 THE GUBERNICK AND GOLDSMITH FAMILY FOUNDATION GUBE 2158818800 1612 HEARD DRIVE MAPLE GLEN PA 19002 ALAN GUBERNICK DIRECTOR/TRUSTEE 6108621998 2025-04-24 1 1 CHERYL POST P00748554 2158818800 2024 2025-03-06 01:10:19Z X 175861 X 3050 X 2643 2643 1106 1106 1106 6799 3749 0 0 0 3050 1525 0 34 34 0 190 190 0 3274 1749 0 0 0 3274 1749 0 3525 2000 47833 18276 18276 50144 66850 106706 4080 4112 7327 27423 43767 43552 129480 133005 175861 0 0 X 129480 133005 129480 133005 129480 133005 129480 3525 0 133005 0 133005 CAPITAL GAINS DIVIDENDS P 1106 1106 1106 1106 28 0 28 0 28 286 0 0 0 286 0 258 258 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 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 124374 47131 0 171505 0 0 171505 2573 168932 8447 8447 28 28 8419 0 8419 0 8419 0 0 0 8419 0 0 15721 7974 23695 0 0 0 0 0 0 8419 8419 15276 0 0 0 0 0 0 7302 7974 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 2643 14 1106 0 3749 0 3749 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 3050 1525 0 VIRTUS KAR SMALL-CAP GROWTH FUND CLASS I 4112 7327 ISHARES MSCI EAFE INDEX FUND PC 8930 11341 ISHARES TRUST CORE S&P MID CAP 400 INDEX FUND PC 2079 4673 ISHARES TRUST CORE S&P SMALL-CAP ETF 2108 4033 SPDR S&P 500 ETF TR (STD & POORS DEP RCPTS) 25172 43956 BERKSHIRE HATHAWAY INC NEW CLB 7176 15865 SPDR BLOOMBERG BARCLAYS CONV SEC ETF 5017 7400 VIRTUS KAR INTERNATIONAL SMALL-CAP FUND CLASS I 5237 5438 POLEN GROWTH FUND CLASS I 5093 6951 WCM FOCUSED INTERNATIONAL GROWTH FUND 6038 7049 FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF AT COST 4796 7308 ANGEL OAK MULTI-STRATEGY INCOME FUND .CLASS INSTL AT COST 14079 12746 INVESCO TAXABLE MUNICIPAL BOND ETF DE AT COST 17829 17468 ALPS/SMITH TOTAL RETURN BOND FUND CLASS I AT COST 7063 6030 INVESTMENT FEES 175 175 0 BANK CHARGES 15 15 0 ALAN AND JULIE GUBERNICK 1612 HEARD DRIVE MAPLE GLEN PA 19002 FOREIGN TAXES 34 34 0