2024-05-13T13:51:48-05:00 2023-12-31 202611371 MYCIO WEALTH PARTNERS 2929 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19104 990PF 2023-01-01 856768944 THE WILLIAM H SPENCE AND DENISE A SPENCE FOUNDATION WILL 6104636838 1746 HAWTHORNE RD BETHLEHEM PA 18015 WILLIAM H SPENCE TRUSTEE 6104636838 2024-05-13 WILLIAM SPENCE 999009999 0 ROBERT SHAW P01206199 2672952280 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3568167 X X 81180 81180 357180 911988 357180 438360 438360 50000 25000 25000 2000 2000 0 8725 8725 0 3652 3652 0 1309 1309 0 65686 40686 25000 370000 370000 435686 40686 395000 2674 397674 4284560 3976096 3568167 4284560 3976096 3568167 311138 0 311138 0 X 0 0 0 0 3973422 3976096 3973422 3976096 4284560 3976096 3973422 2674 0 3976096 0 3976096 SCHWAB ACCT - 0054 P 2023-05-09 911988 554808 357180 357180 357180 5528 0 5528 0 5528 4735 0 0 0 4735 0 793 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A WILLIAM H SPENCE 6104636838 1746 HAWTHORNE RD BETHLEHEM PA 18015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H SPENCE 1746 HAWTHORNE RD BETHLEHEM PA 18015 TRUSTEE 0.00 0 0 0 DENISE A SPENCE 1746 HAWTHORNE RD BETHLEHEM PA 18015 TRUSTEE 0.00 0 0 0 RACHEL LEAH SPENCE 1530 UNION ST ALAMEDA CA 94501 TRUSTEE 20.00 50000 0 0 NONE 0 NONE 0 0 3284863 11120 0 3295983 0 0 3295983 49440 3246543 162327 162327 5528 5528 156799 0 156799 0 156799 395000 0 395000 156799 0 0 87479 206883 294362 395000 0 0 0 156799 238201 0 0 532563 0 0 0 0 0 0 0 532563 87479 206883 238201 X DELAWARE MUSEUM OF NATURE AND SCIENCE 4840 KENNETT PIKE WILMINGTON DE 19807 PC SUPPORT 2500 UNITED WAY OF THE LEHIGH VALLEY 1110 AMERICAN PKWY SUITE F-120 ALLENTOWN PA 18109 PC SUPPORT 325000 HISTORIC BETHLEHEM MUSEUM 74 W BROAD ST BETHLEHEM PA 18018 PC SUPPORT 31000 THE CHILDREN'S HOME OF EASTON 2000 S 25TH ST EASTON PA 19804 PC SUPPORT 1000 NCC 3835 GREEN POND RD BETHLEHEM PA 18020 PC SUPPORT 3500 GROW AHEAD 360 E 1ST ST 581 TUSTIN CA 92780 PC SUPPORT 3000 BREAD AND ROSES COMMUNITY FUND 100 S BROAD ST PHILADELPHIA PA 19102 PC SUPPORT 4000 370000 0 14 81180 14 357180 0 438360 0 438360 0 0 0 0 0 0 0 0 0 0 TAX PREP 2000 2000 0 SCHWAB ACCOUNT 6839-0054 4284560 3976096 3568167 SCHWAB MARGIN BALANCE 311138 0 INVESTMENT ADVISORY 8725 8725 0 FOREIGN TAXES 1309 1309 0