2024-05-14T15:15:50-05:00 2023-12-31 510054940 BRYN MAWR TRUST 1 E CHOCOLATE AVE STE 200 HERSHEY PA 17033 990PF 2023-01-01 233094915 ANNE & PHILIP GLATFELTER III FAMILY FOUNDATION ANNE 7175343225 CO BMTC 1 E CHOCOLATE AVE 200 HERSHEY PA 17033 ELIZABETH GLATFELTER DIRECTOR 7175343225 2024-05-08 1 ELIZABETH GLATFELTER 999009999 0 JENNIFER MARSHALL P00286230 6105814938 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 28145176 X X 29508 29508 545958 545958 681996 2790645 681996 5000 0 1262462 1257462 0 0 0 4000 0 2000 13309 1306 0 89107 81093 8014 106416 82399 10014 1539250 1539250 1645666 82399 1549264 -383204 1175063 1 572231 602252 602252 1535998 1839611 1814238 4924015 4783469 13895230 1468151 1579262 1591479 9819978 9132576 10241977 18320374 17937170 28145176 0 0 X 18254688 17815260 0 0 65686 121910 18320374 17937170 18320374 17937170 18320374 -383204 0 17937170 0 17937170 SALE OF PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 2732866 2108649 624217 624217 CAPITAL GAINS DIVIDENDS P 57779 57779 57779 681996 16333 0 16333 0 16333 13081 0 0 0 13081 X 56 3308 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A BRYN MAWR TRUST CO 7175343225 1 E CHOCOLATE AVENUE SUITE 200 HERSHEY PA 17033 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA G FOULKROD 240 SHADY LANE HUMMELSTOWN PA 17036 PRESIDENT 2.00 0 0 0 CASSANDRA 716 ADELAINE AVENUE SOUTH PASADENA CA 91030 KALDOR 2.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 26602529 613772 0 27216301 0 0 27216301 408245 26808056 1340403 1340403 16333 16333 1324070 0 1324070 0 1324070 1549264 0 1549264 1324070 0 0 31448 42253 73701 1549264 0 0 0 1324070 225194 0 0 298895 0 0 0 0 0 0 31448 267447 42253 225194 LISA PIERGALLINI SVP BRYN MAWR TRUS 1 E CHOCOLATE AVE SUITE 200 HERSHEY PA 17033 7175343225 APPLICATION FORM DISTRIBUTED BY FOUNDATION UPON REQUEST AS STATED ON THE APPLICATION FORM AS STATED ON THE APPLICATION FORM ADAMS COUNTY ARTS COUNCIL 125 S WASHINGTON ST GETTYSBURG PA 17325 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 AMERICA'S GROW A ROW 150 PITTSTOWN ROAD PITTSTOWN NJ 08867 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 ANGEL FLIGHT EAST 1501 NARCISSA ROAD BLUE BELL PA 19422 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 ARDEN THEATRE COMPANY 40 N 2ND STREET PHILADELPHIA PA 19106 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35000 BALLETX 265 S BROAD STREET PHILADELPHIA PA 19107 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40000 BARNES FOUNDATION 2025 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 BETHESDA MISSION P O BOX 3041 HARRISBURG PA 17105 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 BOYS AND GIRLS CLUB OF HARRISBURG 1227 BERRYHILL ST HARRISBURG PA 17104 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 30000 BREAKTHROUGH OF GREATER PHILADELPHIA 34 WEST COULTER STREET PHILADELPHIA PA 19144 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40000 BYRNES HEALTH EDUCATION CENTER 515 SOUTH GEORGE STREET YORK PA 17401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 CAPITAL AREA GIRLS ON THE RUN 123 N ENOLA DRIVE SUITE 1A ENOLA PA 17025 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 CAPITAL REGION LITERACY COUNCIL PO BOX 60723 HARRISBURG PA 17106 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 CENTRAL PA YOUTH BALLET 5 NORTH ORANGE ST SUITE 3 CARLISLE PA 17013 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 CHAMPIONS FOR CHILDREN OF THE CAPITAL AREA 55 MILLER STREET ENOLA PA 17025 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12500 CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA 1500 WALNUT ST SUITE 1300 PHILADELPHIA PA 19102 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 COMMUNITIES IN SCHOOLS OF PA 234 STATE ST HARRISBURG PA 17101 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 COMMUNITY CHECK UP CENTER 38-C HALL MANOR HARRISBURG PA 17104 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 CULTURAL ALLIANCE OF YORK COUNTY INC 2536 EASTE PMB402 YORK PA 17401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35000 DAUPHIN COUNTY CASA 2080 LINGLESTOWN ROAD SUITE 106 HARRISBURG PA 17110 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5000 DAUPHIN COUNTY LIBRARY SYSTEM 101 WALNUT STREET HARRISBURG PA 17101 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 DREAM WRIGHTS YOUTH & FAMILY THEATRE 100 CARLISLE AVE YORK PA 17401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 7500 GAMUT THEATRE 15 N 4TH STREET HARRISBURG PA 17101 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5000 GRETNA MUSIC PO BOX 366 MT GRETNA PA 17064 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25000 GRETNA THEATRE PO BOX 578 MT GRETNA PA 17064 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 HARRISBURG SYMPHONY ORCHESTRA 800 CORPORATE CIRCLE SUITE 101 HARRISBURG PA 17110 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 HEALTHY NEWSWORKS PO BOX 431 DREXEL HILL PA 19026 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 HOSPICE OF CENTRAL PA 1320 LINGLESTOWN RD HARRISBURG PA 17110 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 INTERFAITH CENTER-PHILADELPHIA 100 W OXFORD STREET PHILADELPHIA PA 19122 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 JOSHUA GROUP 1442 MARKET STREET HARRISBURG PA 17103 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 JR ACHIEVEMENT OF SOUTH CENTRAL PA 610 SOUTH GEORGE STREET YORK PA 17401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 KEYSTONE HUMAN SERVICES 4391 STURBRIDGE DRIVE HARRISBURG PA 17110 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 KEYSTONE KIDSPACE PO BOX 2442 YORK PA 17405 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 KIDS SMILES INC 219 B CHESTER PIKE NORWOOD PA 19074 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 KUTZTOWN UNIVERSITY FOUNDATION 15197 KLUTZTOWN RD KUTZTOWN PA 19530 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10250 LEAF PROJECT INC 554 WARM SPRINGS ROAD LANDISBURG PA 17040 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 LEBANON VALLEY VOLUNTEERS IN MED 711 SOUTH 8TH STREET LEBANON PA 17042 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 LEG UP FARM 4880 NORTH SHERMAN STREET MOUNT WOLF PA 17347 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 LIGHTHOUSE VOCATIONAL SERVICES 144 ORLAN RD NEW HOLLAND PA 17557 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 LOVE INC OF GREATER HERSHEY 245 EAST DERRY ROAD HERSHEY PA 17033 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 MANN CENTER FOR THE PERFORMING ARTS 123 SOUTH BROAD STREET SUITE 1930 PHILADELPHIA PA 19109 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 MIDWEST FOOD BANK PA 2700 COMMERCE DRIVE MIDDLETOWN PA 17057 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 MIGHTY WRITERS 1501 CHRISTIAN STREET PHILADELPHIA PA 19146 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 MOM'S HOUSE INC OF GREATER PHILADELPHIA 145 S MAIN STREET PHOENIXVILLE PA 19460 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 NATIVITY SCHOOL OF HARRISBURG 2101 N 5TH ST HARRISBURG PA 17110 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35000 NED SMITH CENTER FOR NATURE AND ART 176 WATER COMPANY ROAD MILLERSBURG PA 17061 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 NETWORK FOR NEW MUSIC 6757 GREENE ST SUITE 400 PHILADELPHIA PA 19119 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 8000 NEW HOPE MINISTRIES 99 W CHURCH ST DILLSBURG PA 17019 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 NICHE CLINIC 514 SOUTH STREET UNIT 305 PHILADELPHIA PA 19147 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 PA BREAST CANCER COALITION 2397 QUENTIN RD SUITE B LEBANON PA 17042 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 PA FRIENDS OF AGRICULTURE 510 SOUTH 31ST ST PO BOX 8736 CAMP HILL PA 17001 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 PAPPUS HOUSE 253 CHERRY STREET YORK PA 17402 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 PENNSYLVANIA BALLET ASSOCIATION 323 N BROAD STREET PHILADELPHIA PA 19107 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25000 PENNSYLVANIA COALITION AGAINST DOMESTIC VIOLENCE 3605 VARTAN WAY SUITE 101 HARRISBURG PA 17110 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 PENNSYLVANIA COLLEGE OF ART & DESIGN 204 N PRINCE STREET LANCASTER PA 17603 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 PENNSYLVANIA STATE UNIVERSITY COLLEGE OF MEDICINE PO BOX 852 HERSHEY PA 17033 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40000 PHILABUNDANCE 3616 S GALLOWAY STREET PO BOX 3755 PHILADELPHIA PA 19148 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 PHILADELPHIA EDUCATION FUND 718 ARCH STREET 700N PHILADELPHIA PA 19106 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12000 PHILADELPHIA MUSEUM OF ART 2600 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19130 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 PHILADELPHIA SCENIC WORKS 2855 EMERALD STREET PHILADELPHIA PA 19134 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 PLAY ON PHILLY PO BOX 8662 PHILADELPHIA PA 19101 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 POWER PACKS PROJECT 1915 OLDE HOMESTEAD LANE STE 102 LANCASTER PA 17601 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5000 PROJECT HOME 1515 FAIRMOUNT AVE PHILADELPHIA PA 19130 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 SALVATION ARMY HARRISBURG 506 S 29TH ST HARRISBURG PA 17014 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25000 SERVANTS INC 100 REDCO AVE RED LION PA 17356 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 SETTLMENT MUSIC SCHOOL PO BOX 63966 PHILADELPHIA PA 19147 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 ST PAULS EVANGELICAL LUTHERAN CHURCH 201 S MAIN STREET SPRING GROVE PA 17362 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 70000 STUDENTS RUN PHILLY STYLE 1819 JOHN F KENNEDY BLVD 480 PHILADELPHIA PA 19103 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 SUSQUEHANNA ART MUSEUM 1401 NORTH 3RD ST HARRISBURG PA 17012 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 SUSQUEHANNA CHORALE PO BOX 397 MECHANICSBURG PA 17055 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 6000 THE CROSSING INC 8855 GERMANTOWN AVE PHILADELPHIA PA 19118 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40000 THEATRE ARTS FOR EVERYONE 1604 SECOND AVENUE YORK PA 17403 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 8000 THEATRE HORIZON 401 DEKALB STREET NORRISTOWN PA 19401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 7500 UNSCRIPTED PROJECT 3720 SPRUCE ST SUITE 404 PHILADELPHIA PA 19104 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 VISTA FOUNDATION 1021 SPRINGBOARD DRIVE HERSHEY PA 17033 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 WALNUT STREET THEATRE CORP 825 WALNUT STREET PHILADELPHIA PA 19107 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 5000 WHITAKER CENTER FOR SCIENCE AND THE ARTS 222 MARKET ST HARRISBURG PA 17101 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 WHYY 150 N 6TH ST PHILADELPHIA PA 19106 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 WISTAR INSTITUTE 3601 SPRUCE STREET PHILADELPHIA PA 19104 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 12500 WITF INC 4801 LINDLE ROAD HARRISBURG PA 17111 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 50000 WOODMERE ART MUSEUM 9201 GERMANTOWN AVE PHILADELPHIA PA 19118 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35000 YMCA OF YORK & YORK COUNTY 90 NORTH NEWBERRY STREET YORK PA 17401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 YORK COLLEGE OF PA 441 COUNTRY CLUB ROAD YORK PA 17403 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 40000 YORK COUNTY HISTORY CENTER 250 EAST MARKET STREET YORK PA 17403 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 25000 YORK COUNTY LIBRARY SYSTEM 159 EAST MARKET STREET YORK PA 17401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 YORK DAY NURSERY 450 EAST PHILADELPHIA ST YORK PA 17403 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 YORK FRESH FOOD FARMS 150 WILLIS ROAD YORK PA 17404 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 10000 YORK LITERACY COUNCIL 1416 6TH AVENUE YORK PA 17403 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 15000 YORK SYMPHONY ORCHESTRA 50 N GEORGE ST YORK PA 17401 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 35000 YWCA YORK 320 E MARKET STREET YORK PA 17403 NONE PUBLIC CHARITY GENERAL CHARITABLE USE 20000 1539250 0 GRANT REFUND 5000 14 29508 14 545958 18 681996 0 1262462 0 1262462 1A RETURN OF GRANT TO FOUNDATION 0 0 0 0 0 0 0 0 0 0 TAX PREP FEE 4000 0 2000 N/A 0 CORPORATE BONDS 1579262 1591479 FOREIGN STOCK 282033 470504 CORPORATE STOCK 4501436 13424726 1839611 1814238 0 0 MUTUAL FUNDS- FIXED AT COST 7294581 6598645 MUTUAL FUNDS- EQUITY AT COST 1588470 2837452 ETF- EQUITY AT COST 249525 805880 BRYN MAWR TRUST INVESTMENT MANAGEMENT FEES 81093 81093 0 SOFTWARE/CONSULTING 8014 0 8014 GRANT REFUND 5000 5000 ANNE M GLATFELTER CHARITABLE LEAD TR C/O BRYN MAWR TRUST CO 1 E CHOCOLATE AVE SUITE 200 HERSHEY PA 17033 FOREIGN TAX WITHHOLDING 1306 1306 0 EXCISE TAX ESTIMATES 9503 0 0 EXCISE TAX BALANCE DUE 2500 0 0