2025-02-11T06:03:03-06:00 2024-07-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990PF 2023-08-01 372009380 THE GOLDMAN FAMILY FOUNDATION GOLD 2158372689 109 BEAUMONT ROAD NEWTOWN PA 189402525 ROBERT GOLDMAN OFFICER 2155695606 2025-02-06 1 1 MATTHEW BAKER CPA P01440641 2159720701 2025-02-06 2023 2025-03-06 01:10:19Z X 34694871 X X 372049 372049 777387 777387 146891 24196982 146891 1296327 1296327 0 0 0 8500 4250 4250 25382 0 0 33882 4250 4250 1352600 1352600 1386482 4250 1356850 -90155 1292077 40358 77291 77291 6268677 7083324 7142259 1046076 94519 27475321 7355111 7255134 34694871 74822 65000 74822 65000 X 7280289 7190134 7280289 7190134 7355111 7255134 7280289 -90155 0 7190134 0 7190134 JPMORG 100% TR SEC MMK-I 1154781 1154787 -6 -6 UST BILL 0% 080624 2024-05-30 2024-07-16 49854 49517 337 337 UST BILL 0% 052324 2023-11-22 2024-05-23 3355251 3355251 0 0 UST BILL 0% 053024 3990253 3990253 0 0 UST BILL 0% 020124 2923126 2923126 0 0 UST BILL 0% 060424 2024-02-01 2024-06-04 2999441 2999441 0 0 UST NTS 2.25% 043024 2023-10-02 2024-04-30 350000 350000 0 0 UST BILL 0% 080323 2023-05-04 2023-08-03 4936887 4936887 0 0 UST BILL 0% 081023 2023-05-05 2023-08-10 986831 986831 0 0 UST BILL 0% 112123 2023-08-04 2023-11-21 2953768 2953768 0 0 UST NTS .25% 093023 2023-06-13 2023-10-02 350000 350000 0 0 AMGEN CALL 2023-10-12 2024-01-16 19247 58 19189 19189 AMGEN CALL 2023-10-12 2024-01-16 8247 58 8189 8189 AMGEN CALL 2023-10-12 2024-01-16 65748 57 65691 65691 AMGEN CALL 2023-10-12 2024-01-16 53548 57 53491 53491 146891 17960 0 17960 0 17960 12400 0 20500 0 32900 0 14940 14940 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A ROBERT GOLDMAN 2155695606 109 BEAUMONT ROAD NEWTOWN PA 18940 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT GOLDMAN 109 BEAUMONT ROAD NEWTOWN PA 18940 TRUSTEE 0.50 0 0 0 CAROLE GOLDMAN 109 BEAUMONT ROAD NEWTOWN PA 18940 TRUSTEE 0.50 0 0 0 BARBARA GOLDMAN 109 BEAUMONT ROAD NEWTOWN PA 18940 TRUSTEE 0.50 0 0 0 JESSICA WONG 109 BEAUMONT ROAD NEWTOWN PA 18940 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 30934323 187284 0 31121607 0 0 31121607 466824 30654783 1532739 1532739 17960 17960 1514779 0 1514779 0 1514779 1356850 0 1356850 1514779 1342752 0 0 1356850 1342752 0 0 14098 0 0 0 0 0 0 0 0 1500681 0 0 0 ROBERT GOLDMAN CAROLE GOLDMAN BARBARA GOLDMAN JESSICA WONG X AUTISM CARES FOUNDATION PO BOX 180 RICHBORO PA 18954 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 200000 BIG EAST AKITA RESCUE 1001 FISHER BLVD PMB 136 TOMS RIVER NJ 08753 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 COAL CREEK MEALS ON WHEELS 455 N BURLINGTON AVE LAFAYETTE CO 80026 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 COASTAL VOLUNTEERS IN MEDICINE 730 LACEY ROAD SUITE G-06 FORKED RIVER NJ 08731 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 40000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 25000 DOGUE DE BORDEAUX RESCUE PO BOX 74663 PHOENIX AZ 85087 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 EMILY'S ENTOURAGE PO BOX 71 MERION STATION PA 19066 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 100000 HABITAT FOR HUMANITY 322 W LAMAR STREET AMERICUS GA 317093543 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 25000 HERITAGE CONSERVANCY 85 OLD DUBLIN PIKE DOYLESTOWN PA 189012489 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 20000 INTERFAITH HEALTH & SUPPORT SERVICES 1140 ROUTE 72 WEST MANAHAWKIN NJ 08050 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 70000 LBIF FOR THE ARTS AND SCIENCES 120 LONG BEACH BOULEVARD LOVELADIES NJ 08008 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 7600 LIGHTSHINE CANINE RESCUE PO BOX 36 WHITECLAY NE 69365 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 MERCER STREET FRIENDS 151 MERCER STREET TRENTON NJ 08611 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 500000 NATIONAL KIDNEY FOUNDATION 30 E STREET NEW YORK NY 10016 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 15000 OCEAN COUNTY MEALS ON WHEELS PO BOX 610 MANAHAWKIN NJ 08050 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 20000 PARKINSON'S FOUNDATION 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 15000 PENLAND SCHOOL OF CRAFT PO BOX 37 PENLAND NC 287650037 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 60000 PHILABUNDANCE 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 35000 SCHOOL OF HONK 3 FROST STREET CAMBRIDGE MA 02140 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 SETTLEMENT MUSIC SCHOOL OF PHILADELPHIA PO BOX 63966 PHILADELPHIA PA 19147 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 ST FRANCIS HUMAN CONCERNS 4700 LONG BEACH BOULEVARD LONG BEACH TOWNSHIP NJ 080083926 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 20000 THE MIRACLE LEAGUE OF NORTHAMPTON COUNTY PO BOX 3424 PALMER PA 180433424 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 5000 THE MIRACLE LEAGUE OF NORTHAMPTON COUNTY PO BOX 3424 PALMER PA 180433424 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 5000 THE WILD ANIMAL SANCTUARY 2999 CO RD 53 KEENESBURG CO 80643 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 45000 TRENTON AREA SOUP KITCHEN 72 1/2 ESCHER STREET TRENTON NJ 08609 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 UKRAINE CHILDREN INC 1315 S MAIN STREET WINSTON SALEM NC 27127 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 50000 VARE-WASHINGTON ELEMENTARY SCHOOL 1198 SOUTH 5TH STREET PHILADELPHIA PA 19147 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 5000 WOODSIDE MEALS ON WHEELS 1382 NEWTOWN-LANGHORNE ROAD NEWTOWN PA 18940 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 200371193 NONE PUBLIC CHARITY TO FUND THE RECIPIENT'S OPERATING BUDGET 10000 1352600 0 14 372049 14 777387 18 146891 0 1296327 0 1296327 0 0 0 0 0 0 0 0 0 0 BAKER TILLY FEES 8500 4250 4250 7083324 7142259 0 0 STOCKS AND ETFS 94749 94519 27475321 MUTUAL FUNDS 951327 0 0 ROBERT A GOLDMAN 109 BEAUMONT ROAD NEWTOWN PA 18940 CAROLE GOLDMAN 109 BEAUMONT ROAD NEWTOWN PA 18940 25382 0 0