2026-01-13T09:15:46-06:00 2025-08-31 990PF 2024-09-01 256682889 JEFFREY J AND MARY E BURDGE CHARITABLE TRUST JEFF 7175343225 BRYN MAWR TR CO 1 E CHOCOLATE AVE HERSHEY PA 17033 JENNIFER MARSHALL SENIOR VICE PRESIDENT 7175343225 2026-01-13 0 2024 2025-03-06 01:10:19Z X 1814589 X 1533 X 282 282 51497 51497 12461 476623 12461 65773 64240 19947 12358 4589 440 0 440 750 0 0 3342 0 0 4035 0 0 28514 12358 5029 98000 98000 126514 12358 103029 -60741 51882 1 10141 41170 41170 1102680 1010911 1773419 1112822 1052081 1814589 0 0 X 1059769 1059769 0 0 53053 -7688 1112822 1052081 1112822 1052081 1112822 -60741 0 1052081 0 1052081 SALE OF PUBLICLY TRADED SECURITIES P 19713 21469 -1756 -1756 SALE OF PUBLICLY TRADED SECURITIES P 456910 442693 14217 14217 12461 721 0 721 0 721 2200 0 0 0 2200 0 1479 760 719 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A BRYN MAWR TRUST CO 7175343225 1 E CHOCOLATE AVENUE STE 200 HERSHEY PA 17033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE BRYN MAWR TRUST COMPANY 1436 LANCASTER AVENUE BERWYN PA 19312 TRUSTEE 3.00 15447 0 0 CONNOR BURDGE 908 WOODCLIFF DRIVE MCKINNEY TX 75072 DIRECTOR 1.00 1500 0 0 RANDALL BURDGE 9048 COTTONWOOD STREET LENEXA KS 66215 DIRECTOR 1.00 0 0 0 GAVIN BURDGE 846 KIEHL DRIVE LEMOYNE PA 17043 DIRECTOR 1.00 0 0 0 ELIZABETH CITA 9829 N HIGHLAND AVE KANSAS CITY MO 64155 DIRECTOR 1.00 1500 0 0 ELANORA PHILLIPS-BURDGE 116 WOOD RD FREEVILLE NY 13068 DIRECTOR 1.00 1500 0 0 NONE 0 NONE 0 0 73294 423 0 73717 0 0 73717 1106 72611 3631 3631 721 721 2910 0 2910 0 2910 103029 0 103029 2910 0 0 29318 29318 103029 0 0 0 2910 100119 0 0 129437 0 0 0 0 0 0 0 129437 29318 100119 THE BRYN MAWR TRUST COMPANY 1 E CHOCOLATE AVENUE SUITE 200 HERSHEY PA 17033 7175343225 LETTER OF REQUEST ACCOMPANIED BY FINANCIAL STATEMENTS NONE AWARDS MAY BE GRANTED TO QUALIFIED ORGANIZATIONS FOR CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES, PROVIDED THAT THE ORGANIZATION MEETS AT LEAST ONE OF THE FOLLOWING REQUIREMENTS (1) THE ORGANIZATION WILL USE THE AWARD FOR THE BENEFIT, CAR OR ADVOCACY OF A PERSON AFFLICTED WITHE MENTAL ILLNESS. SUCH FUNDS MAY BE USED OR APPLIED EITHER FOR CAPITAL OR PROGRAM EXPENSES FOR THE FOREGOING PURPOSES, PROVIDED THAT NO SUCH FUNDS SPECIFICALLY SET FORTH ABOVE, EVEN THOUGH SUCH ORGANIZATION MAY PERFORM OTHER FUNCTIONS OR MISSIONS IN ADDITION TO THOSE DESCRIBED ABOVE (2) THE ORGANIZATION IS A PUBLIC SERVICE, HUMAN SERVICES, OR ARTS ORGANIZATION. NO AWARDS MAY BE MADE TO CHURCHES OR OTHER RELIGIOUS ORGANIZATIONS FOR SECTARIAN OR RELIGIOUS PURPOSES. ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 2000 AMERICAN CONFERENCE GOVERNMENTAL INDUSTRIAL HYGENISTS 3640 PARK 42 DR CINCINNATI OH 45241 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 BATTLE SCARRED MOTORSPORTS 22207 MCH RD ST E MANDEVILLE LA 70471 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 BAZELON CENTER 1101 15TH STREET NW SUITE 205 WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 BRAIN AND BEHAVIOR RESEARCH FOUNDATION 747 THIRD AVENUE 33RD FLOOR NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 10000 CORNING MUSEUM GLASS STUDIO EXPANSION 1 MUSEUM WAY CORNING NY 14830 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 2000 FRIENDS OF CLAY COUNTY CASA 351 E KANSAS STREET LIBERTY MO 64068 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 FUND FOR WOMEN OF THE SOUTHERN TIER PO BOX 777 CORNING NY 14830 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 HUGS CAFE INC 224 E VIRGINIA STREET MCKINNEY TX 75069 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 KANBE'S MARKET KANSAS CITY 3119 TERRACE STREET KANSAS CITY MO 64111 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 KEYSTONE HUMAN SERVICES 4391 STURBRIDGE DRIVE HARRISBURG PA 17110 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 MENTAL HEALTH AMERICA OF THE HEARTLAND 739 MINNESOTA AVENUE KANSAS CITY MO 66101 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 NATIONAL ALLIANCE OF THE MENTALLY ILL 3803 N FAIRFAX DRIVE ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 ONE HEART MCKINNEY PO BOX 3784 MCKINNEY TX 75070 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 2000 PAXTON MINITRIES 2001 PAXTON STREET HARRISBURG PA 17111 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 20000 SAFEHOME OF JOHNSON COUNTY KS PO BOX 4563 OVERLAND PARK KS 66204 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 4000 SALEM LUTHERAN CHURCH PANTRY PACK 9135 HASKINS STREET LENEXA KS 66215 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 1000 SPEAK UP E6898 WILDWOOD ROAD MUNISING MI 49862 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 2000 TREATMENT ADVOCACY CENTER 200 N GLEBE ROAD SUITE 801 ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL CHARITABLE ACTIVITIES 5000 98000 0 14 282 14 51497 18 12461 STOP PAYMENT ON CHECK TO TREATMENT ADVOCACY CENTER 0 64240 0 64240 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 750 0 0 COMMON STOCK AT COST 289750 858396 ETF- EQUITY AT COST 296577 405405 ETF- FIXED INCOME AT COST 22120 18090 MUTUAL FUNDS- BALANCED AT COST 42023 73104 MUTUAL FUNDS- FIXED INCOME AT COST 217806 199697 MUTUAL FUNDS- EQUITY AT COST 142635 218727 LEGAL FEES 440 0 440 ESTIMATED EXCISE TAX 2200 0 0 EXCISE TAX - BALANCE DUE 1142 0 0