2025-07-09T11:29:43-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990PF 2024-01-01 232547416 RONALD & MARCIA J RUBIN CHARITABLE FOUNDATION RONA 2158750721 1428 KNOX ROAD WYNNEWOOD PA 19096 MARCIA RUBIN TRUSTEE 2158750721 2025-07-07 1 1 HOWARD J HEYMAN CPA P00105807 2159720701 2025-07-07 2024 2025-03-06 01:10:19Z X 485249 X X 6228 6228 40610 226608 40610 46838 46838 0 0 0 7112 7112 0 42 0 0 6382 0 78 13536 7112 78 44500 44500 58036 7112 44578 -11198 39726 23558 11276 11276 241176 242260 473973 264734 253536 485249 0 0 X 6677 6677 0 0 258057 246859 264734 253536 264734 253536 264734 -11198 0 253536 0 253536 CAPITAL GAINS P 226608 185998 40610 40610 40610 552 0 552 0 552 0 0 0 0 0 4 556 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A MARCIA RUBIN 2158750721 1428 KNOX ROAD WYNNEWOOD PA 19096 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARCIA J RUBIN 200 SOUTH BROAD STREET 11TH FLOOR PHILADELPHIA PA 19102 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 476491 32111 0 508602 0 0 508602 7629 500973 25049 25049 552 552 24497 0 24497 0 24497 44578 0 44578 24497 22135 2022 21012 0 44578 22135 21012 0 1431 0 0 0 0 0 0 0 0 23066 0 0 0 X NARBERTH AMBULANCE 10 SIBLEY AVENUE ARDMORE PA 19003 NONE PC GENERAL OPERATIONS 3000 LOWER MERION POLICE PENSION ASSOCIATION 71 E LANCASTER ARDMORE PA 19003 NONE PC GENERAL OPERATIONS 2000 ADATH ISRAEL 250 N HIGHALND AVENUE MERION STATION PA 19066 NONE PC GENERAL OPERATIONS 5000 CITY OF ELDERLY LOVE PO BOX 2212 SOUTHEASTERN PA 19333 NONE PC GENERAL OPERATIONS 5000 ANGUILLA ANIMAL RESCUE CORPORATION 549 LAKESHORE BLVD APT 3 INCLINE VILLAGE NV 89451 NONE PC GENERAL OPERATIONS 5000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE PC GENERAL OPERATIONS 2500 THE SAMUEL D COZEN FOUNDATION 1650 MARKET STREET PHILADELPHIA PA 19103 NONE PF GENERAL OPERATIONS 5000 ANIMAL CARE AND CONTROL TEAM 111 W HUNTING PARK AVENUE PHILADELPHIA PA 19140 NONE PC GENERAL OPERATIONS 10000 GLADWYNE FIRE COMPANY 1044 BLACK ROCK ROAD GLADWYNE PA 19035 NONE PC GENERAL OPERATIONS 1000 NARBERTH FIRE COMPANY 100 CONWAY AVENUE NARBERTH PA 19072 NONE PC GENERAL OPERATIONS 1000 ARDMORE FIRE COMPANY 35 GREENFIELD AVENUE ARDMORE PA 19010 NONE PC GENERAL OPERATIONS 1000 PENN WYNNE FIRE COMPANY 1440 MANOA ROAD WYNNEWOOD PA 19096 NONE PC GENERAL OPERATIONS 1000 UNION FIRE ASSOCIATION 149 MONTGOMERY AVENUE BALA CYNWYD PA 19004 NONE PC GENERAL OPERATIONS 1000 BELMONT HILLS FIRE COMPANY 4 S WASHINGTON AVENUE BALA CYNWYD PA 19004 NONE PC GENERAL OPERATIONS 1000 BRYN MAWR FIRE COMPANY 901 LANCASTER AVENUE BRYN MAWR PA 19010 NONE PC GENERAL OPERATIONS 1000 44500 0 14 6228 18 40610 0 46838 0 46838 0 0 0 0 0 0 0 0 0 0 THE ORGANIZATION WOULD LIKE TO ELECT TO USE ALL QUALIFYING DISTRIBUTIONS TO BE USED TO REDUCE THE UNDISTRIBUTED INCOME FROM YEAR 2022 TO REDUCE THE 2022 UNDISTRIBUTED INCOME TO ZERO. NOTE THAT THE ELECTION WILL REDUCE THE 2022 UNDISTRIBUTED INCOME TO ZERO AND SUBSEQUENTLY THE ORGANIZATION WILL AGAIN BE IN COMPLIANCE WITH DISTRIBUTION REQUIREMENTS. THE SAMUEL D COZEN FOUNDATION 1650 MARKET STREET PHILADELPHIA PA 19103 2024-01-01 5000 THE ORGANIZATION SUPPORTS VARIOUS CHARITIES IN THE PHILADELPHIA AREA, MOST OF WHICH FOCUS ON CHILDREN AND CHILDREN'S ISSUES. THE GRANT WAS DISTRIBUTED BY THE RECIPIENT FOUNDATION TO A LOCAL CHARITY. 5000 NONE TO OUR KNOWLEDGE THE RECIPIENT FOUNDATION CONFIRMED THAT THE GRANT WAS DISTRIBUTED TIMELY. 2024-11-06 BERKLEY W R CORP (WRB) 261 SHS 5775 22881 BERKSHIRE HATHAWAY CL-8 NEW (BRK'B) 58 SHS 5626 18968 BOOKING HOLDINGS INC (BKGN) 6.856 SHS 6466 23640 DIAGEO PLC SPON ADR NEW (DEO) 84 SHS 13985 15001 DUN & BRADSTREET HLDGS INC (DNB) 488 SHS 16345 20086 FASTENAL CO (FAST) 284 SHS 5473 19056 ILL TOOL WORKS INC (ITW) 81 SHS 6973 20538 ISHARES RUSSELL 1000 VALUE ETF (IWD) 317.617 SHS 20796 20189 LOWES COMPANIES INC (LOW) 85 SHS 6190 20978 MARKEL CORP(HOLDINGCO) (MKL) 13 SHS 10100 22441 MASTERCARD INC CLA (MA) 43 SHS 3773 22643 NXP SEMICONDUCTORS NV (NXPI) 87.788 SHS 5439 14276 ORACLE CORP (ORCL) 153 SHS 7531 25496 PEPSICO INC NC (PEP) 101 SHS 9542 15358 S&P GLOBAL INC COM (SPGI) 47 SHS 8330 19047 STARBUCKS CORP WASHINGOTN (SBUX) 190 SHS 14586 19801 STRYKER CORP (SYK) 69 SHS 7650 24843 THERMO FISHER SCIENTIFIC (TMO) 29.989 SHS 8491 17932 TJX COS INC NEW (TJX) 198 SHS 5208 19450 KEYSIGHT TECHNOLOGIES INC (KEYS) 22 SHS 15814 18472 MARTIN MARIETTA MATERIALS (MLM) 20.548 SHS 17000 18575 MASCO CORP (MAS) 335 SHS 13545 18723 PAYCOM SOFTWARE INC. 17785 24391 PROGRESSIVE CORP OHIO 9837 11188 MISC. EXPENSES 78 0 78 TAX PENALTIES 6304 0 0 INVESTMENT FEES 7112 7112 0 INVESTMENT EXCISE TAX 42 0 0