2024-11-14T09:12:42-06:00 2023-12-31 232108173 RKL LLP 1330 BROADCASTING ROAD WYOMISSING PA 196106008 990PF 2023-01-01 232591890 MARLIN MILLER JR FAMILY FOUNDATION MARL 6103735320 211 NORTH TULPEHOCKEN RD READING PA 19601 MARLIN MILLER JR TRUSTEE 6103735320 2024-11-08 1 0 JOSHUA L WEISS CPA P01276002 6103761595 2024-11-08 2023 2024-10-15 13:58:12Z X 35048033 X 332194 626849 626849 2174069 3366571 2174069 3133112 2800918 0 0 0 5197 5197 0 71816 71816 0 1551 1551 0 209190 7725 0 137290 137290 0 425044 223579 0 1505740 1505740 1930784 223579 1505740 1202328 2577339 8244437 3112052 3112052 735 0 676072 735 735 15519621 21857761 26124497 5778284 6450386 5810749 30218414 31420934 35048033 0 0 X 310000 310000 0 0 29908414 31110934 30218414 31420934 30218414 31420934 30218414 1202328 192 31420934 0 31420934 CHARLES SCHWAB #2415 2023-12-31 638302 641018 -2716 -2716 CHARLES SCHWAB #2415 2023-12-31 671445 531084 140361 140361 NORWICH VENTURES 2013 K-1 P 2023-12-31 129300 129300 129300 NORWICH VENTURES 2013 K-1 - 1202 GAIN P 2023-12-31 1913895 1913895 1913895 ALLERFUND I, LP K-1 P 2023-12-31 20400 -20400 -20400 WELLS FARGO SECURITIES - CAP GAIN DISTRIBUTIONS P 2023-12-31 13629 13629 13629 2174069 35825 0 35825 0 35825 50000 0 5000 0 55000 746 18429 18429 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A MARLIN MILLER JR 6103731482 211 NORTH TULPEHOCKEN RD READING PA 19601 1 CJ 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 MARLIN MILLERJR C/O 211 NORTH TULPEHOCKEN ROAD READING PA 19601 TRUSTEE 0.50 0 0 0 ERIC MILLER C/O 211 NORTH TULPEHOCKEN ROAD READING PA 19601 TRUSTEE 0.50 0 0 0 JAMES H MILLER C/O 211 NORTH TULPEHOCKEN ROAD READING PA 19601 TRUSTEE 0.50 0 0 0 REGINA MILLER C/O 211 NORTH TULPEHOCKEN ROAD READING PA 19601 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 21998233 5904345 5474695 33377273 0 0 33377273 700000 32677273 1633864 1633864 35825 35825 1598039 0 1598039 0 1598039 1505740 0 1505740 1598039 0 0 110572 757245 867817 1505740 0 0 0 1505740 0 92299 92299 775518 0 0 0 0 0 0 0 775518 18273 757245 MARLIN MILLERJR MARLIN MILLER JR FAMILY FOUNDATION 211 NORTH TULPEHOCKEN ROAD READING PA 19610 6103735320 LETTER FORM, INCLUDING AMOUNT REQUESTED AND INTENDED USE. NONE CONTRIBUTIONS ARE TO BE MADE FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, OR LITERARY PURPOSES AT THE MANAGER'S DISCRETION. UC SANTA BARBARA 1 UCEN ROAD SANTA BARBARA CA 93106 N/A PUBLIC ANNUAL FUND 200 FRIENDS OG KITP UC REGENTS KOHN HALL UC SANTA BARBARA SANTA BARBARA PA 93106 N/A PUBLIC ANNUAL FUND 200 BERKS YOUTH CHORUS 201 WASHINGTON STREET READING PA 19601 N/A PUBLIC ANNUAL FUND 500 WHYY 150 N 6TH STREET PHILADELPHIA PA 19106 N/A PUBLIC ANNUAL FUND 500 NANTUCKET SHELLFISH ASSOCIATION INC PO BOX 604 NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 500 BERKS COMMUNITY HEALTH CENTER 1110 ROCKLAND STREET READING PA 19604 N/A PUBLIC ANNUAL FUND 1000 THE NANTUCKET ANTHENEUM 1 INDIA STREET NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 1000 PENLAND SCHOOL OF CRAFTS PO BOX 37 PENLAND NC 28765 N/A PUBLIC ANNUAL FUND 1000 NANTUCKET HISTORICAL ASSOCIATION PO BOX 1016 NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 1000 READING PUBLIC LIBRARY FOUNDATION 100 S 5TH STREET READING PA 19602 N/A PUBLIC ANNUAL FUND 1000 VOICE UP 201 WASHINGTON STREET READING PA 19601 N/A PUBLIC ANNUAL FUND 1000 OLIVET BOYS & GIRLS CLUB OF READING & BERKS COUNTY 1161 PERSHING BLVD READING PA 19611 N/A PUBLIC ANNUAL FUND 1000 CLAY ON MAIN 313 MAIN STREET OLEY PA 19547 N/A PUBLIC ANNUAL FUND 1000 NANTUCKET CONSERVATION FOUNDATION 118 CLIFF ROAD NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 1000 PA FREE ENTERPRISE WEEK 2840 WEST 21ST STREET SUITE 2 ERIE PA 16506 N/A PUBLIC ANNUAL FUND 1500 BERKS ENCORE 40 NORTH NINTH STREET READING PA 19601 N/A PUBLIC ANNUAL FUND 2000 DANA FARBER CANCER INST 10 BROOKLINE PLACE BROOKLINE MA 024457226 N/A PUBLIC ANNUAL FUND 2000 CRAFT EMERGENCY RELIEF FUND (CERF) PO BOX 3007 URBANA IL 61803 N/A PUBLIC ANNUAL FUND 2000 HABITAT FOR HUMANITY 5730 ALLENTOWN PIKE TEMPLE PA 19560 N/A PUBLIC ANNUAL FUND 2000 MUSEUM OF ART & DESIGN 2 COLUMBUS CIRCLE NEW YORK NY 10019 N/A PUBLIC ANNUAL FUND 2500 NANTUCKET BOYS AND GIRLS CLUB 61 SPARKS AVENUE PO BOX 269 NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 2500 NANTUCKET LAND COUNCIL 6 ASH LANE NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 2500 READING MUSIC FOUNDATION PO BOX 18435 READING PA 19612 N/A PUBLIC ANNUAL FUND 2500 MARIA MITCHELL ASSOCIATION 4 VESTAL STREET NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 2500 HARVARD BUSINESS SCHOOL SOLDIERS FIELD BOSTON MA 02163 N/A PUBLIC ANNUAL FUND 5000 HAWK MOUNTAIN COUNCIL BSA 5027 POTTSVILLE PIKE READING PA 19605 N/A PUBLIC CAPITAL CAMPAIGN 5000 SALVATION ARMY 301 S 5TH STREET READING PA 19602 N/A PUBLIC ANNUAL FUND 5000 HAYSTACK MOUNTAIN SCHOOL OF CRAFTS 89 HAYSTACK SCHOOL DRIVE DEER ISLE ME 04627 N/A PUBLIC CAPITAL CAMPAIGN, ANNUAL FUND, SCHOLARSHIP FUND 10000 AMERICAN CRAFT COUNCIL 72 SPRING STREET NEW YORK NY 10012 N/A PUBLIC ANNUAL FUND 10000 OPPORTUNITY HOUSE 430 N 2ND STREET READING PA 19601 N/A PUBLIC ANNUAL FUND 10000 CARON FOUNDATION GALEN HALL ROAD WERNERSVILLE PA 19565 N/A PUBLIC ANNUAL FUND, CAPITAL CAMPAIGN 10000 BERKS BUSINESS EDUCATION COALITION 960 OLD MILL ROAD WYOMISSING PA 19610 N/A PUBLIC ANNUAL FUND 10000 EGAN MARITIME FOUNDATION 4 WINTER STREET NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 15000 HELPING HARVEST 1011 TUCKERTON COURT READING PA 19605 N/A PUBLIC ANNUAL FUND 20500 READING SYMPHONY ORCHESTRA 147 N FIFTH STREET READING PA 19601 N/A PUBLIC ANNUAL FUND 25000 PLANNED PARENTHOOD OF NE PA PO BOX 813 TREXLERTOWN PA 180870813 N/A PUBLIC ANNUAL FUND 30000 NANTUCKET COTTAGE HOSPITAL 57 PROSPECT STREET NANTUCKET MA 02554 N/A PUBLIC ANNUAL FUND 35000 UNITED WAY OF BERKS COUNTY 501 WASHINGTON ST PO BOX 702 READING PA 19601 N/A PUBLIC ANNUAL FUND 50000 READING HOSPITAL & MEDICAL CENTER AUXILIARY PO BOX 16052 READING PA 196126052 N/A PUBLIC ANNUAL FUND 55000 GOGGLE WORKS CENTER FOR THE ARTS 201 WASHINGTON STREET READING PA 19601 N/A PUBLIC CAPITAL CAMPAIGN, ANNUAL FUND 100000 THE ALFRED UNIVERSITY SAXON DRIVE ALFRED NY 14802 N/A PUBLIC ANNUAL FUND, EARTH CLOUD, ETC. 162500 THE UCLA FOUNDATION 10889 WILSHIRE BOULEVARD SUITE 1100 LOS ANGELES CA 90024 N/A PUBLIC ANNUAL FUND 250000 DANA FARBER JIMMY FUND 10 BROOKLINE PLACE BROOKLINE MA 024457226 N/A PUBLIC ANNUAL FUND 664840 1505740 0 14 626849 18 2174069 0 2800918 0 2800918 0 0 0 0 0 0 0 0 0 0 X X 1 MARLIN MILLER JR 211 NORTH TULPEHOCKEN RD READING PA 19601 332194 X ACCOUNTING FEES 5197 5197 0 ANNUAL GIVING EXCEEDS $700,000 OVER 5 YEAR AVERAGE WELLS FARGO SECURITIES (A/C 5970-2929) 7436957 7634860 STATE STREET 12293272 15894779 CONNORS INVESTOR SERVICES 2127532 2594858 NORWICH VENTURES PARTNERS V, LP AT COST 688742 688742 NORWICH VENTURES 2013 LP AT COST 4706376 4066739 PODIMETRICS INC AT COST 410940 410940 ALLERFUND I LP AT COST 644328 644328 PORTFOLIO DEDUCTIONS 137290 137290 0 DIFFERENCES IN INCOME FROM PASSTHROUGH 192 CONNORS INVESTOR SERVICES MANAGEMENT FEES 143 143 0 STATE STREET ADVISORY FEES 71673 71673 0 MARLIN MILLER JR 211 NORTH TULPEHOCKEN RD READING PA 19601 READING PA 19601 FOREIGN TAXES 7725 7725 0 INCOME TAXES 201465 0 0