2025-02-21T11:46:06-06:00 2024-12-31 464107791 SILVER FREEDMAN TAFF & TIERNAN LLP 3299 K ST NW STE 100 WASHINGTON DC 200074444 990PF 2024-01-01 232984801 THE BARBARA SILVER LEVIN FOUNDATION INC BARB 2155921500 CO D LEVIN 510 WALNUT ST 500 PHILADELPHIA PA 191063697 DANIEL LEVIN PRESIDENT 2155921500 2025-02-21 1 0 X BRIAN ALPERT P00295415 2022954522 2025-02-21 2024 2025-03-06 01:10:19Z X 3349183 X 0 X 47400 47400 154061 487296 154061 201461 201461 0 0 0 7303 7303 0 1152 0 0 8455 7303 0 140600 140600 149055 7303 140600 52406 194158 52825 53041 53041 2635717 2687907 3296142 2688542 2740948 3349183 0 0 X 2688542 2740948 0 0 0 0 2688542 2740948 2688542 2740948 2688542 52406 0 2740948 0 2740948 FIRST TRUST EQUITY INCOME SELECT 74 MO CA P 2022-08-24 2024-07-12 91611 81216 10395 10395 FIRST TRUST EQUITY INCOME SELECT 76 MO CA P 2023-01-23 2024-12-16 122592 106440 16152 16152 FIRST TRUST U S EQUITY 44 MO CE CA P 2023-02-14 2024-12-16 29264 28095 1169 1169 BLACKROCK MID CAP VALUE INVESTOR CL A P 2024-11-12 60063 54208 5855 5855 bLACKROCK MID CAP VALUE INVESTOR CL A P 2024-11-12 4326 3921 405 405 VERIZON COMMUNICATIONS INC P 2019-05-02 2024-11-12 19777 28815 -9038 -9038 VERIZON COMMUNICATIONS INC P 2020-01-23 2024-11-12 19777 30540 -10763 -10763 Capital Gains Dividends P 139886 139886 139886 154061 2699 0 2699 0 2699 1800 0 0 0 1800 0 899 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A DANIEL LEVIN 2155921500 510 WALNUT ST 500 PHILADELPHIA PA 191063697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL LEVIN 2941 NORMANDY RD ARDMORE PA 19003 PRESIDENT, TRUSTEE 0.10 0 0 0 DAWN SCHWAB 15 EAST NEWFIELD RD BALA CYNWYD PA 19004 VICE PRESIDENT, TRUSTEE 0.01 0 0 0 REBECCA SCHWAM 621 PADDOCK RD HAVERTOWN PA 19083 SECRETARY/TREASURER, TRUSTEE 0.01 0 0 0 NONE 0 NONE 0 0 3254338 74405 0 3328743 0 0 3328743 49931 3278812 163941 163941 2699 2699 161242 0 161242 0 161242 140600 0 140600 161242 140326 0 0 140600 140326 0 0 274 0 0 0 0 0 0 0 0 160968 0 0 0 X ABRAMSON CANCER CENTER-HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA 3400 CIVIC CENTER BLVD PHILADELPHIA PA 19104 CHARITABLE 100 AMYLOIDOSIS FOUNDATION 7151 N MAIN ST STE 2 CLARKSTOWN MI 48346 CHARITABLE 250 ANTI-DEFAMATION LEAGUE 1500 MARKET ST WEST TOWER 2415 PHILADELPHIA PA 19102 CHARITABLE 30000 FOX CHASE CANCER CENTER PO BOX 42630 PHILADELPHIA PA 19161 CHARITABLE 6500 GIFT OF LIFE TRANSPLANT HOUSE 705 SECOND ST SW ROCHESTER MN 55902 CHARITABLE 4000 JCHAI 274 S BRYN MAWR AVE BALA CYNWYD PA 19010 CHARITABLE 500 KEVIN P SUPKA FOUNDATION 354 CAMBRIDGE LN NEWTOWN PA 18940 CHARITABLE 7500 LIFEPATH INC 2014 CITY LINE RD BETHLEHEM PA 18017 CHARITABLE 5000 MAIN LINE REFORM TEMPLE 410 MONTGOMERY AVE WYNNEWOOD PA 19096 RELIGIOUS 2500 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 CHARITABLE 3500 NATIONAL BREAST CANCER COALITION 1010 VERMONT AVE NW STE 900 WASHINGTON DC 20005 CHARITABLE 10000 PENN MEDICINE - DEPARTMENT OF ORTHOPEDIC SURGERY 3737 MARKET ST STE 600 PHILADELPHIA PA 19104 CHARITABLE 10000 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL RD STE 801889 DALLAS TX 75244 CHARITABLE 2250 SUSAN MORGAN CENTER CHAMOUNIX DR W FAIRMONT PARK PHILADELPHIA PA 19131 CHARITABLE 3500 TEMPLE LAW SCHOOL 1719 NORTH BROAD ST PHILADELPHIA PA 19122 EDUCATIONAL 20000 TEMPLE SHOLOM 55 N CHURCH LN BROOMALL PA 19008 RELIGIOUS 10000 THE AMERICAN KIDNEY FUND 11921 ROCKVILLE PIKE STE 300 ROCKVILLE MD 20852 CHARITABLE 2500 THE CLAY STUDIO 1425 N AMERICAN ST PHILADELPHIA PA 19122 CHARITABLE 15000 UNIVERSITY OF PENNSYLVANIA MEDICAL CENTER 3535 MARKET ST STE 750 PHILADELPHIA PA 19104 CHARITABLE 7500 140600 0 14 47400 18 154061 0 201461 0 201461 0 0 0 0 0 0 0 0 0 0 LPL FINANCIAL AT COST 2687907 3296142 LEGAL FEES 7303 7303 0 ESTIMATED TAX ON INVESTMENT INCOME 1152 0 0 TAX ON INVESTMENT INCOME 0 0 0