2025-05-07T13:20:09-05:00 2024-12-31 510054940 BRYN MAWR TRUST 1 E CHOCOLATE AVE STE 200 HERSHEY PA 17033 990PF 2024-01-01 993011971 JAMES JONES FAMILY CHARITABLE TRUST AS AMENDED AND RESTATED 4/26/2021 JONE 7175343225 ONE EAST CHOCOLATE AVE 200 HERSHEY PA 17033 JENNIFER L MARSHALL SENIOR VP 7175343225 2025-05-07 1 1 JANE FRYMARK P00073951 6105814938 2025-05-07 2024 2025-03-06 01:10:19Z X X 1995799 X X 26703 26703 32675 32675 40635 84918 40635 100013 100013 12653 10122 2531 1200 0 0 2200 2200 0 16053 12322 2531 50000 50000 66053 12322 52531 33960 87691 791521 163235 163235 1065491 1727737 1832564 1857012 1890972 1995799 0 0 X 0 1727737 0 0 1857012 163235 1857012 1890972 1857012 1890972 1857012 33960 0 1890972 0 1890972 131.53 SH FULLTHALER BEH P 2024-05-20 2024-12-03 7000 6075 925 925 10 SH ISHARES CORE S&P P 2024-06-10 2024-12-03 6066 5378 688 688 25 SH ISHARES RUSSELL TOP P 2024-02-01 2024-12-03 5850 4557 1293 1293 35 SH ISHARES MSCI USA P 2024-06-10 2024-12-03 6506 5900 606 606 183.959 SH JP MORGAN EQUITY P 2024-05-20 2024-12-03 5000 4513 487 487 458.716 SH VANGUARD I/T INV GR ADM P 2023-12-27 2024-12-03 4000 3995 5 5 1352.657 SH VANGUARD S/T INB GR ADM P 2024-02-01 2024-12-03 14000 13865 135 135 CAPITAL GAINS DIVIDENDS P 36496 36496 36496 40635 1219 0 1219 0 1219 1485 0 0 0 1485 0 266 266 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A BRYN MAWR TRUST 7175343225 ONE CHOCOLATE AVE HERSHEY PA 17033 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRYN MAWR TRUST ONE EAST CHOCOLATE AVE HERSHEY PA 17033 TRUSTEE 5.00 12653 0 0 NONE 0 NONE 0 0 1718718 270963 0 1989681 0 0 1989681 29845 1959836 97992 97992 1219 1219 96773 0 96773 0 96773 52531 0 52531 96773 0 0 877236 877236 52531 0 0 0 52531 0 44242 44242 832994 0 0 0 0 0 0 0 832994 832994 X COMMUNITY CHECK UP 38C HALL MANOR HARRISBURG PA 17104 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 HARRISBURG ROTARY 3310 MARKET STREET CAMP HILL PA 17011 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 HOSPITAL ALBERT SCHWEITZER HAITI PO BOX 110091 PITTSBURGH PA 15232 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 MARKET SQUARE PRESBYTERIAN CHURCH 20 S 2ND ST HARRISBURG PA 17101 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 PENNFUTURE 310 N 3RD ST HARRISBURG PA 17101 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 50000 0 14 26703 14 32675 18 40635 0 100013 0 100013 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1200 0 0 ETF EQUITY AT COST 1221097 1317957 MUTUAL FUNDS - FIXED INCOME AT COST 506640 514607 2023 EXTENSION PAYMENT 2200 2200 0