2024-05-09T07:16:56-05:00 2023-12-31 232534021 ROSENFELT SIEGEL & GOLDBERG 33 ROCK HILL RD STE300 BALA CYNWYD PA 19004 990PF 2023-01-01 522367867 LEVIN FAMILY FOUNDATION LEVI 2155767600 CO L LEVIN 292 GOLDENROD DRIVE LANSDALE PA 19446 LAWRENCE LEVIN DIRECTOR 2155767600 2024-05-09 1 LAWRENCE LEVIN 999009999 1 ELIZABETH M MERRILL P00077939 6106672060 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 250461 X 1326 X 15163 15163 -1407 11984 0 15082 15163 0 0 0 1900 0 0 192 0 0 2092 0 0 11725 11725 13817 0 11725 1265 15163 2182 1891 1891 201 32 32 263924 265569 248538 266307 267492 250461 0 0 X 0 0 0 0 266307 267492 266307 267492 266307 267492 266307 1265 0 267572 80 267492 NUVEEN P 2004-10-13 2023-11-07 4 11 -7 -7 PIMCO P 2012-05-09 2023-06-09 5000 5597 -597 -597 PIMCO P 2012-05-09 2023-08-17 2500 2828 -328 -328 PIMCO P 2012-05-09 2023-11-20 2000 2267 -267 -267 VIRTUS INC P 2020-10-28 2023-08-17 2480 2688 -208 -208 -1407 211 0 211 0 211 0 0 0 0 0 0 211 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 NONE DIRECTORS 2155767600 292 GOLDENROD DR LANSDALE PA 19446 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE LINDA LEVIN 292 GOLDENROD DR LANSDALE PA 19446 DIRECTORS 0.00 0 0 0 NONE 0 NONE 0 0 237591 2917 0 240508 0 0 240508 3608 236900 11845 11845 211 211 11634 0 11634 0 11634 11725 0 11725 11634 440 0 0 11725 440 0 0 11285 0 0 0 0 0 0 0 0 349 0 0 0 LAWRENCE LINDA LEVIN X ACT II PLAYHOUSE 56 E BUTLER AVE AMBLER PA 19002 NONE 501(C)(3) DONATION 50 AMBLER THEATRE 106 E BUTLER PIKE AMBLER PA 19002 NONE 501(C)(3) DONATIONDONATION 100 BARNES FOUNDATION 2025 BENJAMIM FRANKLIN PKWY PHILADELPHIA PA 19130 NONE 501(C)(3) DONATION 90 CAMP ABILITIES BROCKPORT 350 NEW CAMPUS DRIVE BROCKPORT NY 14420 NONE 501(C)(3) DONATION 500 CENTRAL HIGH SCHOOL HOME & SCHOOL ASSOC 1700 W OLNEY AVE PHILADELPHIA PA 19141 NONE 501(C)(3) DONATION 150 FACE TO FACE PHILA TURKEY TROT 123 E PRICE ST PHILADELPHIA PA 19144 NONE 501(C)(3) DONATION 81 JEWISH FEDERATION OF GREATER PHILA 2100 ARCH ST PHILADELPHIA PA 19103 NONE 501(C)(3) DONATION 3075 LUBAVITCH OF MONT COUNTY 1311 FORT WASHINGTON AVE FT WASHINGTON PA 19034 NONE 501(C)(3) DONATION 1000 MASSAUDUBON 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE 501(C)(3) DONATION 60 MITZVAH CIRCLE FOUNDATION 2562 BLVD OF THE GENERALS NORRISTOWN PA 19403 NONE 501(C)(3) DONATION 2800 NAPLES BOTANICAL GARDENS 4820 BAYSHORE DR NAPLES FL 34112 NONE 501(C)(3) DONATION 145 NAPLES ZOO 1590 GOODLETTE-FRANK RD NAPLES FL 34102 NONE 501(C)(3) DONATION 99 PARK AVE SYNAGOGUE 50 EAST 87TH ST NEW YORK NY 10126 NONE 501(C)(3) DONATION 100 PHILADELPHIA MUSEUM OF ART 2600 BENJAMIN FRANKLIN PARKWY PHILADELPHIA PA 19130 NONE 501(C)(3) DONATION 75 SOUTHERN POVERTY LAW CENTER (SPLC) PO BOX 8952 TOPEKA KS 66608 NONE 501(C)(3) DONATION 200 TEMPLE EMANUEL - STREICKER CENTER 1 EAST 65TH ST NEW YORK NY 10065 NONE 501(C)(3) DONATION 100 TEMPLE SHALOM 4630 PINE RIDGE RD NAPLES FL 34119 NONE 501(C)(3) DONATION 1000 WHYY 150 N 6TH ST PHILADELPHIA PA 19106 NONE 501(C)(3) DONATION 50 WISSAHICKON WATERSHED ASSOC 12 MORRIS ROAD AMBLER PA 19002 NONE 501(C)(3) DONATION 50 WORD OF LIFE CALVARY CHURCH 60 E HAINES ST PHILADELPHIA PA 19144 NONE 501(C)(3) DONATION 2000 11725 0 14 15163 18 -1407 0 13756 0 13756 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1900 0 0 ALLIANCEBERSTEIN INC FD FMV 3765 3101 FIDELITY STRATEGIC FUND FMV 12326 11644 NUVEEN QUALITY FMV 12730 5965 PIMCO INCOME FUND FMV 88882 81809 PIMCO ETF FMV 9567 8188 VANGUARD 500 INDEX FMV 15855 21010 ALLIANZGI VIRTUS FMV 122444 116821 ADJ ASSET COST BASIS 80 2022 990-PF 192 0 0