2026-01-15T12:07:57-05:00 2025-11-30 232088272 BASSMAN ADELMAN & WEISS PC 630 SENTRY PKWY STE 200 BLUE BELL PA 194222325 990PF 2024-12-01 232673126 SAM AND KATE SIDEWATER FOUNDATION C/O MICHAEL D ADELMAN CPA SAMA 2156289693 630 SENTRY PARKWAY EAST 200 BLUE BELL PA 194222325 SAMUEL SIDEWATER TRUSTEE 2156289693 2026-01-14 true true MICHAEL D ADELMAN CPA P00183810 2156280420 2026-01-14 2024 2025-03-06 01:10:19Z X 3621243 X 491159 12859 12859 43597 43597 220584 345419 220584 768199 277040 3975 2981 994 9530 9530 1596 1596 15101 14107 994 152975 152975 168076 14107 153969 600123 262933 308552 24430 24430 1499956 2000891 3596813 1808508 2025321 3621243 0 X 1808508 2025321 1808508 2025321 1808508 2025321 1808508 600123 2408631 383310 2025321 ALBERTSONS COS INC - CLASS A D 2023-05-05 2025-01-17 18303 18555 -252 -252 VANGUARD INDEX FUND ETF P 2019-11-07 2025-10-16 260101 76265 183836 183836 VANGUARD TOTAL STK MKT INDX P 2021-11-18 2025-10-16 40374 30015 10359 10359 220584 3655 3655 3655 1000 1000 X 3 2658 false false false false false false false true true FL true false false false false true N/A MICHAEL D ADELMAN CPA 2156289693 630 SENTRY PARKWAY EAST SUITE 200 BLUE BELL PA 19422 false false false false false false false false false false false false false false false false false false false false false SAMUEL SIDEWATER C/O 630 SENTRY PARKWAY EAST STE 200 BLUE BELL PA 19422 TRUSTEE 0.25 0 0 0 CATHERINE SIDEWATER C/O 630 SENTRY PARKWAY EAST STE 200 BLUE BELL PA 19422 TRUSTEE 0.25 0 0 0 NONE NONE N/A 2895695 262946 0 3158641 3158641 47380 3111261 155563 155563 3655 3655 151908 151908 151908 153969 153969 151908 75255 153969 75255 78714 73194 SAMUEL SIDEWATER CATHERINE SIDEWATER X ALZHEIMER ASSOCIATION 225 NORTH MICHIGAN AVENUE FLOOR 17 CHICAGO IL 60601 NONE 501 (C) (3) OPERATIONS 1000 AMERICAN ASSOCIATION OF CAREGIVING 6401 CONGRESS AVE 200 BOCA RATON FL 33487 NONE 501 (C) (3) OPERATIONS 1000 AMERICAN CANCER SOCIETY PO BOX 896 HERSHEY PA 17033 NONE 501 (C) (3) OPERATIONS 500 BOCA RATON POLICE FOUNDATION 6800 BROKEN SOUND PKWY BOCA RATON FL 33487 NONE 501 (C) (3) OPERATIONS 350 BOCA RATON REGIONAL HOSPITAL 800 MEADOWS ROAD BOCA RATON FL 33486 NONE 501 (C) (3) OPERATIONS 5000 CATHOLIC CHARITIES APPEAL 222 NORTH SEVENTEETH ST PHILADELPHIA PA 19103 NONE 501 (C) (3) OPERATIONS 500 CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 NONE 501 (C) (3) OPERATIONS 5000 CHILDREN FIRST OF SARASOTA 1723 N ORANGE AVE SARASOTA FL 34234 NONE 501 (C) (3) OPERATIONS 250 COMMUNITY COLLEGE OF PHILADELPHIA 1700 SPRING GARDEN STREET PHILADELPHIA PA 19130 NONE 501 (C) (3) OPERATIONS 50000 CONGREGATION OF RODEPH SHALOM 615 NORTH BROAD ST PHILADELPHIA PA 19123 NONE 501 (C) (3) OPERATIONS 8550 CURTIS INSTITUTE OF MUSIC 172 LOCUST STREET PHILADELPHIA PA 19103 NONE 501 (C) (3) OPERATIONS 50000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FL NEW YORK NY 10006 NONE 501 (C) (3) OPERATIONS 1000 SCHEIE EYE INSTITUTE 51 MYRIN C 39TH AND MKT PHILADELPHIA PA 19104 NONE 501 (C) (3) OPERATIONS 11000 EMILY'S ENTOURAGE 100 SAINT GEORGES RD UNIT G1 ARDMORE PA 19003 NONE 501 (C) (3) OPERATIONS 250 FIRE FIGHTERSBOCA ROTON FUND PO BOX 565 BOCA RATON FL 33429 NONE 501 (C) (3) OPERATIONS 250 FRIENDS OF CENTRAL SCHOOL 228 OLD GULPH ROAD WYNNEWOOD PA 19096 NONE 501 (C) (3) OPERATIONS 3000 FRIENDS OF RITTENHOUSE SQUARE 201 S 18TH ST UNIT 314 PHILADELPHIA PA 19103 NONE 501 (C) (3) OPERATIONS 1000 GESU SCHOOL 1700 W THOMPSON STREET PHILADELPHIA PA 19121 NONE 501 (C) (3) OPERATIONS 500 HABITAT FOR HUMANITY 1829 N 19TH STREET PHILADELPHIA PA 19121 NONE 501 (C) (3) OPERATIONS 500 HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST NW STE 450 WASHINGTON DC 20037 NONE 501 (C) (3) OPERATIONS 250 JCHAI 274 S BRYN NAWR AVENUE BRYN MAWR PA 19010 NONE 501 (C) (3) OPERATIONS 350 JAFCO 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NONE 501 (C) (3) OPERATIONS 250 JUVENILE DIABETES 225 CITY AVENUE ARDMORE PA 19003 NONE 501 (C) (3) OPERATIONS 500 KLEINLIFE 10100 JAMISON AVE PHILADELPHIA PA 19116 NONE 501 (C) (3) OPERATIONS 1500 MARGATE CITY FIREFIGHTERS 1 S WASHINGTON AVENUE MARGATE NJ 08402 NONE 501 (C) (3) OPERATIONS 200 MARGATE CITY POLICE 111 N DECATUR AVENUE MARGATE NJ 08402 NONE 501 (C) (3) OPERATIONS 600 NEW YORK FIRE FIGHTER BURN CENTER 21 ASCH LOOP BRONX NY 10475 NONE 501 (C) (3) OPERATIONS 250 PALM BEACH COUNTY COUNSEL PO BOX 880328 BOCA RATON FL 33488 NONE 501 (C) (3) OPERATIONS 75 PENN STATE WRESTLING TEAM PO BOX 1103 STATE COLLEGE PA 16804 NONE 501 (C) (3) OPERATIONS 1500 PHILADELPHIA ART MUSEUM PO BOX 7646 PHILADELPHIA PA 19101 NONE 501 (C) (3) OPERATIONS 1000 SOUTH FLORIDA PBS 3401 S CONGRESS AVE BOYTON BEACH FL 33426 NONE 501 (C) (3) OPERATIONS 500 ST BRIDGET'S ROMAN CATHOLIC CHURCH 3667 MIDVALE AVENUE PHILADELPHIA PA 19129 NONE 501 (C) (3) OPERATIONS 1500 ST JUDE CHILDREN'S RESEARCH 501 ST JUDE PLACE MEMPHIS TN 38105 NONE 501 (C) (3) OPERATIONS 500 THE BARNES FOUNDATION 2025 BEN FRANKLIN PKWY PHILADELPHIA PA 19130 NONE 501 (C) (3) OPERATIONS 2500 LEUKEMIA LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 NONE 501 (C) (3) OPERATIONS 350 WHYY PUBLIC BROADCASTING 150 N 6TH STREET PHILADELPHIA PA 19106 NONE 501 (C) (3) OPERATIONS 1500 152975 14 12859 14 43597 14 220584 277040 277040 false false false false false false false false false false X X 1 SAMUEL SIDEWATER 2600 NW 64TH BLVD BOCA RATON FL 33496 491159 X 1 790 SHARES OF SPY 491159 2025-08-04 INDIRECT ACCOUNTING FEES 3975 2981 994 VANGUARD S&P DIVIDEND AT COST 33555 164643 VANGUARD HIGH DIV YLD AT COST 126332 232413 BERKSHIRE HATHAWAY AT COST 49583 272319 SPDR S&P DIVIDEND ETF AT COST 67455 117808 BNY MELLON STOCK FUND AT COST 123216 188022 WCM FOCUSED INTL GROWTH FUND AT COST 90747 202133 BARON DISCOVERY INSTITUTIONAL AT COST 37515 43405 GRANDEUR PEAK US STALWAR AT COST 37515 40820 VANGUARD TOTAL STOCK MKT AT COST AKBERTSONS COS INC AT COST JANUS HNDRSN OVERSEAS AT COST 135000 178049 VANGUARD SHORT TERM BOND INDEX AT COST 500000 509804 VANGUARD VALUE ETF AT COST 137892 251434 VANGUARD TOTAL STOCK MKT ETF AT COST 254231 556929 VANGUARD INTERMEDIATE TERM BOND AT COST 300000 299156 VANGUARD S&P 500 ETF TRUST AT COST 107850 539878 FMV TO COST BASIS OF DONATED SECURITIES ADJ. 383310 VERITABLE FEES 8927 8927 BANK FEES 603 603 FEDERAL EXCISE TAX 1596 1596