2025-11-20T12:36:40-06:00 2025-08-31 232174309 THOMAS M GILL & CO 801 MAIN STREET SWOYERSVILLE PA 187041227 990PF 2024-09-01 226760071 IT'LL DO FOUNDATION ITLL 5706932460 801 MAIN ST SWOYERSVILLE PA 18704 MARJORIE MARQUART ADVISOR 5706932460 2025-11-20 1 0 BRIAN GILL P01247548 5706932460 2025-11-20 2024 2025-03-06 01:10:19Z X 6544716 X X 5 5 5 123532 123532 123532 289734 1674220 289734 413271 413271 123537 0 0 0 0 3670 3670 0 3670 2300 2300 0 2300 58268 58268 0 58268 5145 5145 0 5145 69383 69383 0 69383 250000 250000 319383 69383 0 319383 93888 343888 123537 103017 103015 103015 5849083 6441701 6441701 5952100 6544716 6544716 0 0 X 0 0 0 0 5952100 6544716 5952100 6544716 5952100 6544716 5952100 93888 498728 6544716 0 6544716 MORGAN STANLEY COVERED SALES P 2024-01-01 2025-01-01 978133 974332 3801 3801 MORGAN STANLEY COVERED SALES P 2023-01-01 2025-01-01 623372 410154 213218 213218 HENRY CHARITABLE LEAD TRUST GAINS P 2023-01-01 2025-01-01 72715 72715 72715 289734 3801 4780 0 4780 0 4780 2000 0 0 0 2000 0 2780 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A THOMAS M GILL AND COMPANY 5706932460 838 SHOEMAKER AVE WEST WYOMING PA 18644 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARJORIE MARQUART 239 OLD RIVER RD WILKES BARRE PA 18701 ADVISOR 1.00 0 0 0 SCOTT MARTZ HENRY 239 OLD RIVER RD WILKES BARRE PA 18701 ADVISOR 1.00 0 0 0 NONE 0 NONE 0 0 5750000 0 0 5750000 0 0 5750000 86250 5663750 283188 283188 4780 4780 278408 0 278408 0 278408 319383 0 319383 278408 0 0 45504 57450 56105 64969 49895 273923 319383 0 0 0 278408 40975 0 0 314898 0 0 0 0 0 0 45504 269394 57450 56105 64969 49895 40975 MARJORIE MARQUART X AMERICAN FOUNDATION FOR SUICIDE PREVENTION 117 GHANER DRIVE STATE COLLEGE PA 16803 NONE PUBLIC GENERAL 15000 BACK MOUNTAIN FOOD PANTRY 40 KNOB HILL RD TRUCKSVILLE PA 18702 NONE PUBLIC GENERAL 10000 CASA OF LUZERNE COUNTY 667 S RIVER ST WILKES BARRE PA 18701 NONE PUBLIC GENERAL 20000 CATHERINE MCAULEY HOUSE 121 CHURCH ST PLYMOUTH PA 18651 NONE PUBLIC GENERAL 10000 CHILDREN SERVICE CENTER 1 FRANKLIN ST WILKES BARRE PA 18702 NONE PUBLIC GENERAL 20000 FAMILY SERVICE ASSOCIATION 32 WEST MARKET ST WILKES BARRE PA 18702 NONE PUBLIC GENERAL 10000 FORK OVER LOVE 345 MARKET ST KINGSTON PA 18704 NONE PUBLIC GENERAL 10000 GEISINGER HOSPITAL - HENRY PLEDGE 100 N ACADEMY AVE DANVILLE PA 17822 NONE PUBLIC GENERAL 50000 LUZERNE FOUNDATION 35 SOUTH RIVER ST WILKES BARRE PA 18702 NONE PUBLIC GENERAL PURPOSE 25000 MARTZ AMERICAN CANCER SOCIETY GOLF TOURNAMENT 239 OLD RIVER RD WILKES BARRE PA 18702 RELATED PUBLIC GENERAL PURPOSE 25000 PITTSTON MEMORIAL LIBRARY 47 BROAD ST PITTSTON PA 18640 NONE PUBLIC GENERAL 5000 SALVATION ARMY 17 S PA AVENUE WILKES BARRE PA 18701 NONE PUBLIC GENERAL 15000 SUZUKI SCHOOL FOR STRINGS 83 SOUTH FRANKIN WILKES BARRE PA 18701 NONE PUBLIC GENERAL PURPOSE 15000 THE WOMEN WITH CHILDREN PROGRAM COLLEGE MISERCORDIA 301 LAKE ST DALLAS PA 18612 NONE PUBLIC GENERAL 5000 WILKES BARRE YMCA 10 ROUSHEY ST WILKES BARRE PA 18701 NONE PUBLIC GENERAL 15000 250000 0 14 5 14 123532 14 289734 0 413271 0 413271 3 INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS 4 INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS 8 INVESTMENT INCOME PRODUCED IS DISTRIBUTED AS CHARITABLE CONTATIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2300 2300 0 2300 FIDELITY INVESTMENTS AT COST 3800110 3800110 MORGAN STANLEY AT COST 2608896 2608896 HENRY CHARITABLE LEAD TRUST AT COST 32695 32695 LEGAL FEES 3670 3670 0 3670 UNREALIZED GAINS AND APPRECIATION 498728 ASSET MANAGEMENT FEES 58268 58268 0 58268 EXCISE TAXES 5145 5145 0 5145