2025-10-20T10:26:39-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1601 MARKET ST 4TH FLOOR PHILADELPHIA PA 19103 990PF 2024-01-01 200520075 LEGACY FOUNDATION LEGA 6109433000 5 APOLLO ROAD 100 PLYMOUTH MEETING PA 19462 MICHAEL PIOTROWICZ PRESIDENT 6109433000 2025-10-17 1 1 EVAN BRABSON P02208646 2152972100 2025-10-17 2024 2025-03-06 01:10:19Z X 1681040 X 77700 36060 36060 96794 342589 96794 70840 0 281394 132854 0 0 0 3686 1843 1843 665 515 150 88162 0 447 92513 2358 2440 59243 59243 151756 2358 61683 129638 130496 48656 82241 82241 1475320 1598799 1598799 1523976 1681040 1681040 81 0 81 0 X 0 0 0 0 1523895 1681040 1523895 1681040 1523976 1681040 1523895 129638 27764 1681297 257 1681040 PERSHING ADVISORS - 1016 ST COVERED 2024-01-01 2024-12-31 82830 72277 10553 10553 PERSHING ADVISORS - 1016 LT COVERED 2023-01-01 2024-12-31 232015 173518 58497 58497 CAPITAL GAINS DIVIDENDS P 27744 27744 27744 96794 1814 0 1814 0 1814 865 0 2950 0 3815 0 2001 2001 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JANE EVANS 6109433000 5 APOLLO ROAD STE 100 PLYMOUTH MEETING PA 19462 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL PIOTROWICZ 5 APOLLO ROAD SUITE 100 PLYMOUTH MEETING PA 19462 PRESIDENT 0.50 0 0 0 PAMELA PIOTROWICZ 5 APOLLO ROAD SUITE 100 PLYMOUTH MEETING PA 19462 VICE PRESIDENT 0.25 0 0 0 JANE EVANS 5 APOLLO ROAD SUITE 100 PLYMOUTH MEETING PA 19462 SECRETARY AND TREASURER 0.50 0 0 0 NONE 0 NONE 0 0 1603739 44057 0 1647796 0 0 1647796 24717 1623079 81154 81154 1814 1814 79340 0 79340 0 79340 61683 0 61683 79340 0 0 4120 16766 20886 61683 0 0 0 61683 0 17657 17657 3229 0 0 0 0 0 0 0 3229 3229 MICHAEL PIOTROWICZ X ANGEL FLIGHT EAST 1501 NARCISSA ROAD BLUE BELL PA 19422 PC PROGRAM OFFERS FREE AIR TRANSPORTATION FOR NEEDY ADULTS AND CHILDREN FOR MEDICAL OR COMPASSION FLIGHTS. 5900 BRYN MAWR HOSPITAL-COMMUNITY HEALTH SERVICES 130 SOUTH BRYN MAWR AVENUE BRYN MAWR PA 19010 PC ADOPT-A-FAMILY PROGRAM, WHICH PURCHASES GIFTS AND NECESSITIES FOR UNDERPRIVILEGED FAMILIES. 5000 GARAGE COMMUNITY & YOUTH CENTER PO BOX 1158 KENNETT SQUARE PA 19348 PC SUPPORTS YOUTH CENTER THAT PROVIDES AFTER-SCHOOL ACTIVITIES FOR UNDERPRIVILEGED MIDDLE AND HIGH SCHOOL STUDENTS. 10843 GRACE BAPTIST CHURCH 4544 ALMOND STREET PHILADELPHIA PA 19137 PC TO SEND UNDERPRIVILEGED CHILDREN TO VACATION BIBLE SCHOOL AND SUMMER CAMP. 1500 NATIVITY MIGUEL SCHOOL OF SCRANTONWILKES-BARRE 1 KNOX ROAD SCRANTON PA 18505 PC SPONSOR A STUDENT SCHOLARSHIP PROGRAM. 10000 KENCREST CENTERS 960A HARVEST DRIVE SUITE 100 BLUE BELL PA 19422 PC MUSIC THERAPY PROGRAM FOR 3-5 YEAR OLDS FROM LOW-INCOME FAMILIES. 10000 BROOKFIELD SCHOOLS 1009 BERLIN RD CHERRY HILL NJ 08034 PC PROVIDE TRAUMA-SENSITIVE EDUCATION AND THERAPY FOR EMOTIONALLY DISTURBED STUDENTS, OFFERING INDIVIDUALIZED PROGRAMS FROM K-12 WITHIN A COMMUNITY-BASED NON-PROFIT FRAMEWORK. 10000 TODAY IS A GOOD DAY 1511 BETHLEHEM PIKE FLOURTOWN PA 19031 PC PROVIDE PERSONAL AND FINANCIAL ASSISTANCE TO FAMILIES WHO EXPERIENCE THE NEONATAL INTENSIVE CARE UNIT (NICU). 5000 BENSALEM BAPTIST CHURCH 3351 RICHLIEU RD BENSALEM PA 19020 PC TO FOSTER A NURTURING ENVIRONMENT WHERE FAITH IS CULTIVATED AND EVERYONE FEELS A SENSE OF BELONGING. 1000 59243 0 14 36060 18 96794 01 -16875 0 115979 0 115979 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTOPHER AND STEFANIE THOMPSON 24 LAKEWOOD DRIVE MEDIA PA 19063 5000 X 2 CONRAD AMANDA RADCLIFFE 155 DAVIS ROAD MALVERN PA 19355 5000 X ACCOUNTING FEES 3686 1843 1843 BAIRD SHORT TERM BOND FUND INST CLASS FMV 194488 194488 CONESTOGA SMALL CAP FUND INSTITUTIONAL CLASS FMV 43622 43622 GOLDMAN SACHS GQG PARTNERS INTL OPP FUND INSTL CLASS FMV 86829 86829 PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS FMV 161500 161500 THORNBURG LTD TERM INCOME INSTITUTIONAL FMV 200034 200034 VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES FMV 84244 84244 MORGAN STANLEY INTERNATIONAL ADVANTAGE PORTFOLIO CLASS FMV 95731 95731 VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES FMV 192731 192731 APPLIED FINANCE EXPLORER FUND INSTITUTIONAL CLASS FMV 40106 40106 GQG PARTNERS U.S. QUALITY SELECT EQUITY FUND INSTITUTIONAL FMV 168870 168870 MFS INTERNATIONAL EQUITY FUND CLASS I FMV 97006 97006 OSTERWEIS STRATEGIC INCOME FUND FMV 51498 51498 TRUST FOR PROFESSIONAL MANAGERS JENSEN QUALITY GROWTH FMV 182140 182140 TIMING DIFFERENCES - DIVIDENDS 257 POSTAGE EXPENSE 13 0 13 ADVERTISING & MARKETING 127 0 127 BANK FEES 227 0 227 GOLF OUTING EXPENSES 87715 0 0 OFFICE SUPPLIES 80 0 80 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 70840 70840 UNREALIZED GAIN/LOSS ON INVESTMENTS 27764 INTERCOMPANY - LEGACY 81 0 FOREIGN TAXES 515 515 0 PENNSYLVANIA STATE TAXES 150 0 150