2026-08-10T09:10:08-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990PF 2025-01-01 232547416 RONALD & MARCIA J RUBIN CHARITABLE FOUNDATION RONA 2158750721 1428 KNOX ROAD WYNNEWOOD PA 19096 MARCIA RUBIN TRUSTEE 2158750721 2026-07-31 1 HOWARD J HEYMAN P00105807 2159720701 2026-07-31 2025 2025-03-06 01:10:19Z X 475879 X X 6889 6889 70025 447389 70025 6748 0 83662 76914 0 0 0 3200 0 3200 6989 6989 0 556 0 0 10745 6989 3200 45500 45500 56245 6989 48700 27417 69925 11276 15948 15948 242260 266005 459931 253536 281953 475879 0 0 X 6677 6677 0 0 246859 275276 253536 281953 253536 281953 253536 27417 1000 281953 0 281953 CAPITAL GAINS P 447389 377364 70025 70025 70025 972 0 972 0 972 0 0 1000 0 1000 28 0 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 0 0 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 473894 21585 0 495479 0 0 495479 7432 488047 24402 24402 972 972 23430 0 23430 0 23430 48700 0 48700 23430 23066 0 0 48700 23066 0 0 23430 2204 0 0 2204 0 0 0 0 0 0 0 2204 2204 X BRYN MAWR FIRE COMPANY 901 LANCASTER AVENUE BRYN MAWR PA 19010 NONE PC GENERAL OPERATIONS 1000 ADATH ISRAEL 250 N HIGHALND AVENUE MERION STATION PA 19066 NONE PC GENERAL OPERATIONS 5000 NARBERTH AMBULANCE 10 SIBLEY AVENUE ARDMORE PA 19003 NONE PC GENERAL OPERATIONS 5000 ARDMORE UNITED METHODIST CHURCH 200 ARGYLE RD ARDMORE PA 19003 NONE PC GENERAL OPERATIONS 2500 ARDMORE FIRE COMPANY 35 GREENFIELD AVENUE ARDMORE PA 19010 NONE PC GENERAL OPERATIONS 1000 GLADWYNE FIRE COMPANY 1044 BLACK ROCK ROAD GLADWYNE PA 19035 NONE PC GENERAL OPERATIONS 1000 BELMONT HILLS FIRE COMPANY 4 S WASHINGTON AVENUE BALA CYNWYD PA 19004 NONE PC GENERAL OPERATIONS 1000 NARBERTH FIRE COMPANY 100 CONWAY AVENUE NARBERTH PA 19072 NONE PC GENERAL OPERATIONS 1000 PENN WYNNE FIRE COMPANY 1440 MANOA ROAD WYNNEWOOD PA 19096 NONE PC GENERAL OPERATIONS 1000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE PC GENERAL OPERATIONS 5000 ANIMAL CARE AND CONTROL TEAM 111 W HUNTING PARK AVENUE PHILADELPHIA PA 19140 NONE PC GENERAL OPERATIONS 5000 AMPLIFY HORSE RACING POBOX 22058 LEXINGTON KY 40522 NONE PC GENERAL OPERATIONS 5000 LOWER MERION TOWNSHIP FRATERNAL ORDER OF POLICE (FOP) LODGE #28 PO BOX 430 ARDMORE PA 190030430 NONE PC GENERAL OPERATIONS 2500 LOWER MERION POLICE PENSION ASSOCIATION 71 E LANCASTER ARDMORE PA 19003 NONE PC GENERAL OPERATIONS 2500 HILARITY FOR CHARITY HFC 7657 W SUNSET BLVD LOS ANGELES CA 90046 NONE PC GENERAL OPERATIONS 2000 ANGUILLA ANIMAL RESCUE CORPORATION 549 LAKESHORE BLVD APT 3 INCLINE VILLAGE NV 89451 NONE PC GENERAL OPERATIONS 5000 45500 0 14 6889 18 70025 OVERPAYMENT 6748 0 83662 0 83662 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3200 0 3200 ALPHABET INC CL C (GOOG) 13184 16394 ARCH CAPITAL GROUP LTD (ACGL) 19882 20719 BERKLEY W R CORP (WRB) 261 SHS 4510 19353 BERKSHIRE HATHAWAY CL-8 NEW (BRK'B) 58 SHS 5841 20289 BOOKING HOLDINGS INC (BKGN) 6.856 SHS 5077 20008 CONSTELLATION BRANDS INC CL A (STZ) 18340 18073 FASTENAL CO (FAST) 284 SHS 3956 15520 ILL TOOL WORKS INC (ITW) 81 SHS 6973 19950 ISHARES RUSSELL 1000 VALUE ETF (IWD) 317.617 SHS 53133 52986 KEYSIGHT TECHNOLOGIES INC (KEYS) 22 SHS 15814 23367 LOWES COMPANIES INC (LOW) 85 SHS 5707 18899 MARTIN MARIETTA MATERIALS (MLM) 20.548 SHS 14163 19694 MASCO CORP (MAS) 335 SHS 15592 18340 MASTERCARD INC CLA (MA) 43 SHS 3058 19894 NORDSON CP (NDSN) 17926 24002 NXP SEMICONDUCTORS NV (NXPI) 87.788 SHS 8296 18046 PAYCOM SOFTWARE INC. 12715 13910 PROGRESSIVE CORP OHIO 14487 15569 S&P GLOBAL INC COM (SPGI) 47 SHS 8330 19986 STRYKER CORP (SYK) 69 SHS 4816 17904 THERMO FISHER SCIENTIFIC (TMO) 29.989 SHS 8997 22297 TJX COS INC NEW (TJX) 198 SHS 5208 24731 OVERPAYMENT 6748 6748 PRIOR YEAR ADJUSTMENT 1000 INVESTMENT FEES 6989 6989 0 INVESTMENT EXCISE TAX 556 0 0