2024-05-02T10:17:21-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 231352650 THE AGNES IRWIN SCHOOL AGNE 6108011869 P O BOX 407 ROSEMONT PA 19010 SALLY B KEIDEL HEAD OF SCHOOL 6108011869 2024-04-30 1 SALLY KEIDEL 999009999 0 MALLORY GOOD P01704765 2156433900 2024-04-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SALLY B KEIDEL P O BOX 407 ROSEMONT PA 19010 31123479 0 X WWW.AGNESIRWIN.ORG X 1869 PA TO FOSTER THE INTELLECTUAL AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN 24 24 334 254 0 0 5406634 6283448 22436624 23162549 4053060 -3236978 313303 422628 32209621 26631647 4817780 4849260 0 0 13864397 14977027 18561 23500 1492866 8241898 9076639 26942636 28926426 5266985 -2294779 104621078 109950977 33361613 35118486 71259465 74832491 X THE AGNES IRWIN SCHOOL EMPOWERS GIRLS TO LEARN, TO LEAD, AND TO LIVE A LEGACY. AGNES IRWIN PROVIDES GIRLS WITH A DEEP FOUNDATION IN THE HUMANITIES, MATHEMATICS AND SCIENCE, WELLNESS AND ATHLETICS. IN AN INCLUSIVE SETTING THAT VALUES DIVERSITY, (CONTINUED ON SCHEDULE O) 0 0 19885129 4849260 23235165 THE AGNES IRWIN SCHOOL, A NON-DENOMINATIONAL ALL-GIRLS COLLEGE PREPARATORY SCHOOL FOR GRADES PRE-K THROUGH 12, FOSTERS THE INTELLECTUAL, AND PERSONAL GROWTH OF GIRLS AND YOUNG WOMEN THROUGH A RIGOROUS LIBERAL ARTS EDUCATION AND DYNAMIC CO-CURRICULAR PROGRAMMING, INCLUDING VISUAL AND PERFORMING ARTS, ATHLETICS, COMMUNITY SERVICE, AND LEADERSHIP DEVELOPMENT. OUR CENTER FOR THE ADVANCEMENT FOR GIRLS (CAG) SERVES AS A RESEARCH BASE FOR INITIATIVES FOCUSED ON FOUR PILLARS CRITICAL TO GIRLS' SUCCESS: LEADERSHIP, GLOBAL CITIZENSHIP, WELLNESS, AND 21ST CENTURY TEACHING AND LEARNING. OUR STUDENT BODY OF APPROXIMATELY 580 REPRESENTS A DIVERSE ARRAY OF COMMUNITIES THROUGHOUT THE PHILADELPHIA REGION. 19885129 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 47 0 1 334 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X WENDY BARNHART 6108011689 ITHAN AVENUE CONESTOGA ROAD ROSEMONT PA 19010 SALLY KEIDEL HEAD OF SCHOOL 55.00 0.00 X 443317 0 136119 NICO WASHINGTON CHIEF FINANCIAL OFFICER TO FEB 2023 40.00 0.00 X 230448 0 11553 MARGARET WELSH DIRECTOR OF DEVELOPMENT 40.00 0.00 X 164803 0 29318 COURTNEY LUBBE DIRECTOR OF ATHLETICS 40.00 0.00 X 128062 0 22732 ELIZABETH ELIZARDI DIRECTOR OF LOWER SCHOOL 40.00 0.00 X 125161 0 22396 ANDREW KATZ DIR OF ACADEMIC & INFO TECHNOLOGY 40.00 0.00 X 135950 0 7223 ALLISON HOUGH INTERIM DIRECTOR OF DEVELOPMENT 40.00 0.00 X 123816 0 8533 WENDY BARNHART CHIEF FINANCIAL OFCR AS OF MAR 2023 40.00 0.00 X 0 0 0 ANNE FORD CHAIR 1.00 0.00 X X 0 0 0 POLLY WARREN COXE VICE CHAIR 1.00 0.00 X X 0 0 0 SEAN MCCARTHY VICE CHAIR 1.00 0.00 X X 0 0 0 DANIEL C ROARTY SECRETARY 1.00 0.00 X X 0 0 0 SARAH ROTH TREASURER 1.00 0.00 X X 0 0 0 ANTHONY T BENNETT TRUSTEE 1.00 0.00 X 0 0 0 BRIAN BERNHARDT TRUSTEE 1.00 0.00 X 0 0 0 AARTI BIJLANI TRUSTEE 1.00 0.00 X 0 0 0 LOUISA CONSTREIRAS TRUSTEE 1.00 0.00 X 0 0 0 FRANK COULSON III TRUSTEE 1.00 0.00 X 0 0 0 DONTA EVANS TRUSTEE 1.00 0.00 X 0 0 0 SAM GLICKMAN TRUSTEE 1.00 0.00 X 0 0 0 DAN GOLDSMITH TRUSTEE 1.00 0.00 X 0 0 0 KAREEMA LEVETTER GRAY TRUSTEE 1.00 0.00 X 0 0 0 CATHERINE HALDY JARMAN TRUSTEE 1.00 0.00 X 0 0 0 NICK KARALIS TRUSTEE 1.00 0.00 X 0 0 0 ANDREW E KRESS TRUSTEE 1.00 0.00 X 0 0 0 KELLY MALLOY MD TRUSTEE 1.00 0.00 X 0 0 0 SARAH MARSHALL TRUSTEE 1.00 0.00 X 0 0 0 SUSAN HIRTLE MCEVOY TRUSTEE 1.00 0.00 X 0 0 0 CLARE PUTNAM POZOS TRUSTEE 1.00 0.00 X 0 0 0 LIZBETH ANN RODE TRUSTEE 1.00 0.00 X 0 0 0 JACQUES VAUCLAIN TRUSTEE 1.00 0.00 X 0 0 0 KAREN P ZIMMER MD TRUSTEE 1.00 0.00 X 0 0 0 1351557 0 237874 19 0 1 0 PROFESSIONAL BUILDING SERVICES INC 3936 MILLER ROAD NEWTOWN SQUARE PA 19073 JANITORIAL AND MAINTENANCE SERVICES 484122 CULINART GROUP INC PO BOX 417632 BOSTON MA 022417632 FOOD SERVICES 293397 TRANE US INC 3606 HORIZON DRIVE KING OF PRUSSIA PA 19406 HVAC SERVICES 126244 INDEPENDENCE PROPERTY SERVICES LLC PO BOX 936640 ATLANTA GA 311936640 MAINTENANCE SERVICES 120944 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT ST STE 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 116231 6 100411 75000 97589 6010448 336149 6283448 TUITION 611110 22745034 22745034 SUMMER AND AFTER SCHOOL SESSIONS 611110 417285 417285 STUDENT FEES 611110 230 230 23162549 284279 284279 125213 35000 90213 90213 90213 746250 4267507 -3521257 -3521257 -3521257 214387 100411 131178 83209 83209 127398 58147 69251 69251 VENDING MACHINE COMMISSION 900099 3365 3365 176590 176590 179955 26631647 23235165 0 -2886966 4849260 4849260 400011 80002 200006 120003 12237350 7197986 4350075 689289 459928 315680 123055 21193 985493 665138 272255 48100 894245 529776 310907 53562 38594 38594 198250 198250 23500 23500 1165227 829228 301057 34942 98256 95589 2667 566599 46283 350799 169517 507589 429271 65459 12859 315770 223672 83689 8409 45368 29283 16085 569502 463064 89028 17410 2620660 2105993 435490 79177 214747 174737 33441 6569 CLASSROOM/INSTRUCTIONAL 1124474 1124474 REPAIRS AND MAINTENANCE 985081 661974 298359 24748 EVENT EXPENSES 236357 40 236317 PROFESSIONAL ENRICHMENT 194242 46560 129700 17982 195923 46402 149521 28926426 19885129 7548431 1492866 4640876 5488203 4718382 4895998 380950 1576892 14896175 17064417 52454 88610 228071 302591 88515876 37931549 53095477 50584327 712461 2543423 24455828 26216756 1440404 1189760 104621078 109950977 1917281 1939067 17205355 19952879 5970166 9994352 6975332 2210000 1293479 1022188 33361613 35118486 X 48176394 47615832 23083071 27216659 71259465 74832491 104621078 109950977 X -2294779 6045261 -237479 60023 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25103057 1750001 2544011 995000 28402069 28084632 2395408 -4523058 853925 25103057 18788471 4875125 5266517 845481 28084632 19161891 171433 313071 857924 18788471 18686024 714871 622966 861970 19161891 0.23863 0.76136 0.00000 0 0 1599812 1599812 75934215 28502569 47431646 1609439 1154862 454577 8979445 7907534 1071911 392965 366584 26381 50584327 TIFF MULTI-ASSET FUND 26216756 F 26216756 ACCUMULATED POSTRETIREMENT BENEFIT OBLIGATION 738692 LEASE LIABILITY - OPERATING 282999 LEASE LIABILITY - FINANCING 497 1022188 X 28069323 6045261 -4831910 1213351 26855972 -224325 -224325 26631647 24258818 224325 224325 24034493 4891933 4891933 28926426 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS ARE USED TO PROVIDE INCOME IN SUPPORT OF FACULTY SALARIES, SABBATICALS, PROFESSIONAL DEVELOPMENT, AND RETIREMENT; ACADEMIC CHAIRPERSONS, FINANCIAL AID, COMMUNITY SERVICE, CURRICULUM ENRICHMENT, VISITING LECTURES AND LIBRARY SERVICES. PART X, LINE 2: THE SCHOOL IS A NONPROFIT ORGANIZATION WHICH HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN SPLIT-INTEREST ARRANGEMENTS 48,005. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 12,018. TUITION ASSISTANCE AND REMISSION -4,891,933. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -58,147. DIRECT RENTAL EXPENSES -35,000. DIRECT FUNDRAISING EXPENSES -131,178. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 58,147. DIRECT RENTAL EXPENSES 35,000. DIRECT FUNDRAISING EXPENSES 131,178. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE AND REMISSION 4,891,933. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE HOMEPAGE HAS A LINK READILY AVAILABLE TO DISCLOSE NON-DISCRIMINATION, ANTI-HARASSMENT AND NON-RETALIATION POLICY. THE SCHOOL IS MAKING UPDATES TO THIS DISCLOSURE ON THEIR WEBSITE IN 2024. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES ASSISTANCE FROM THE PENNSYLVANIA DEPARTMENT OF EDUCATION FOR BOOKS. X X X X X X 0 MARTS & LUNDY 160 CHUBB AVENUE SUITE 303 LYNDHURST NJ 07071 CONSULTING 0 0 23500 0 23500 PA RAISE 179928 73618 106310 5925 8630 21142 10583 3867 GOLF OUTING 49715 15300 34415 0 1967 17957 0 0 3717 9 85155 11493 73662 379 0 5504 15478 3143 32886 314798 100411 214387 379 7892 32091 36620 13726 40470 131178 83209 1 TUITION ASSISTANCE 203 4849260 FMV TUITION ASSISTANCE APPLIED DIRECTLY TO STUDENT ACCOUNT PART I, LINE 2: NEED-BASED SCHOLARSHIPS ARE CREDITED TO INDIVIDUAL STUDENT ACCOUNTS, REDUCING THE AMOUNT DUE. RECIPIENTS ARE REQUIRED TO FILE A FINANCIAL STATEMENT WITH AN INDEPENDENT AGENCY WHO EVALUATES THE STATEMENT AND MAKES A RECOMMENDATION TO THE SCHOOL OF THE AMOUNT OF SCHOLARSHIP THE APPLICANT SHOULD RECEIVE. THE SCHOOL CONSIDERS THE RECOMMENDATION TOGETHER WITH THE TOTAL FUNDS AVAILABLE FOR SCHOLARSHIPS AND MAKES AWARDS ACCORDINGLY BASED UPON THE NEED OF THE STUDENT AND THE AVAILABILITY OF FUNDS. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 1 1 SALLY KEIDEL HEAD OF SCHOOL 367200 0 8000 0 68117 0 14500 0 121619 0 579436 0 0 0 NICO WASHINGTON CHIEF FINANCIAL OFFICER TO FEB 2023 230000 0 0 0 448 0 11553 0 0 0 242001 0 0 0 MARGARET WELSH DIRECTOR OF DEVELOPMENT 162871 0 0 0 1932 0 16698 0 12620 0 194121 0 0 0 COURTNEY LUBBE DIRECTOR OF ATHLETICS 127962 0 0 0 100 0 6772 0 15960 0 150794 0 0 0 PART I, LINE 1A PER THE HEAD OF SCHOOL CONTRACT, HER CHILDREN'S TUITION WITH A VALUE OF $58,200, PLUS $9,469 OF TAX GROSS-UP, IS INCLUDED IN TAXABLE INCOME. THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION ON PART II, COLUMN (B)(III). THE HEAD OF SCHOOL IS REQUIRED TO LIVE IN A HOUSE LOCATED ON CAMPUS AS A CONDITION OF EMPLOYMENT. FOR 2022, THE VALUE OF THE HOUSING WAS CALCULATED AS $90,397. IN ADDITION, THERE WAS ALSO $11,230 IN CLEANING SERVICES. THESE AMOUNTS ARE INCLUDED IN NONTAXABLE BENEFITS ON PART II, COLUMN (D). PART I, LINE 7 IN 2022, THE HEAD OF SCHOOL WAS PAID A BOARD-APPROVED DISCRETIONARY BONUS OF $8,000. THIS AMOUNT IS REPORTED ON PART II, COLUMN (B)(II). PART I, LINE 8 WENDY BARNHART, INTERIM CFO HAS AN EMPLOYMENT CONTRACT WITH THE SCHOOL STARTING MARCH 2023 THROUGH JULY 2024. A NARBERTH BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY 233077285 2023-06-12 5760000 RE-ISSUE 2015 AND 2003 BONDS FOR CONSTRUCTION OF THE ARTS & SCIENCE CENTER 0 0 0 B DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 231997311 2023-06-12 7715000 RE-ISSUE 2012 BONDS FOR CONSTRUCTION OF DINING AND ATHLETIC FACILITIES 0 0 0 A 5760000 5760000 2004 1 0 1 1 B 3150000 7715000 7715000 2013 1 0 1 1 A 0 0 0 0 0.00580 0.00000 0.00580 0 0 1 B 0 1 0 0 0.01730 0.00000 0.01730 0 0 1 A 0 1 0 0 1 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 X 97589 PURCHASE PRICE X 15 238560 MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 1 STUDENTS DEVELOP SKILLS IN CRITICAL AND ANALYTICAL THINKING, SELF-EXPRESSING, EFFECTIVE COMMUNICATION, AND COLLABORATION. A RICH AND VARIED APPROACH TO INSTRUCTION, TEAM AND INDIVIDUAL ENDEAVORS, INQUIRY, AND ASSESSMENT ENABLES GIRLS TO SOLVE PROBLEMS, DESIGN SOLUTIONS, CREATE MEANING, AND PREPARE FOR A COMPLEX AND CHALLENGING WORLD. WE BELIEVE THAT ALL GIRLS AND YOUNG WOMEN HAVE THE CAPACITY TO LEAD AND THAT LEADERSHIP CAN TAKE MANY FORMS. THEREFORE, THROUGH OUR INSTRUCTION, OUR COMMUNITY INTERACTIONS, AND OUR DAILY CHOICES, WE AFFIRM THIS BELIEF AND PROVIDE AN ENVIRONMENT THAT CHALLENGES GIRLS TO DEVELOP THE CORE VALUES OF LEADERSHIP, EMPATHY, INTEGRITY, RESILIENCE, INDEPENDENT THINKING, AND COMMITMENT TO ACTION. AGNES IRWIN STUDENTS ARE A PART OF THE GLOBAL COMMUNITY OF GIRLS AND WOMEN. THEY ARE THE TRUSTEES OF OUR SCHOOL'S HERITAGE AND TRADITIONS. BY ADOPTING VALUES THAT FOSTER EQUITY, JUSTICE, SOCIAL RESPONSIBILITY, CIVIC MINDEDNESS, AND INTEGRITY, AND BY NURTURING POSITIVE RELATIONSHIPS AND INTENTIONAL DECISION MAKING, OUR STUDENTS AND ALUMNAE ENGAGE IN BOLD AND MEANINGFUL WAYS TO IMPACT OUR INTERCONNECTED WORLD. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE SCHOOL AND SUCH ADDITIONAL TRUSTEES APPOINTED BY THE CHAIR OF THE BOARD. THE COMMITTEE SHALL, DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, EXERCISE ALL OF THE POWERS OF THE BOARD TO THE EXTENT PERMITTED BY LAW, EXCEPT THE ELECTION AND REMOVAL OF TRUSTEES AND OFFICERS, SELECTION OF HEAD OF SCHOOL, AMENDMENTS TO THE BYLAWS AND ARTICLES OF INCORPORATION, AND DISSOLUTION OF THE SCHOOL. THIS WAS LAST COMPLETED FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND INITIALLY REVIEWED BY THE CONTROLLER, AND THEN THE CHIEF FINANCIAL OFFICER. ONCE INITIAL APPROVAL HAS OCCURED, THE RETURN IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FULL BOARD OF TRUSTEES THEN RECEIVES THE RETURN FOR REVIEW AND APPROVAL FOR A TWO WEEK PERIOD. ONCE THE TWO WEEK PERIOD FOR COMMENTS HAS ENDED, THE RETURN IS THEN FINALIZED AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS, TRUSTEES, AND COMMITTEE MEMBERS. POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD AND MEMBERS OF ANY COMMITTEE CONSIDERING A TRANSACTION FOR WHICH A POTENTIAL CONFLICT MAY EXIST. THESE BOARD AND COMMITTEE MEMBERS DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT DOES EXIST, THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE SCHOOL CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE, BY A MAJORITY VOTE OF THOSE OTHER THAN THE INTERESTED PERSON: (A) WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SCHOOL'S BEST INTEREST AND FOR ITS OWN BENEFIT; (B) WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE SCHOOL; AND (C) WHETHER TO ENTER INTO A TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IN ADDITION, AN ANNUAL DISCLOSURE OF ALL ACTUAL OR POTENTIAL CONFLICTS IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES' COMPENSATION COMMITTEE REVIEWS COMPARATIVE STATISTICS IN ORDER TO DETERMINE COMPENSATION FOR THE HEAD OF SCHOOL WITH THE ASSISTANCE OF AN INDEPENDENT CONSULTANT. COMPENSATION IS BENCHMARKED WITH OTHER, SIMILAR ORGANIZATIONS, TO ENSURE COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL COMPENSATION DISCUSSIONS AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED IN THE BOARD MINUTES AND WAS COMPLETED IN 2023. THE HEAD OF SCHOOL REVIEWS AND APPROVES COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES USING SIMILAR MARKET STUDIES AND COMPENSATION SURVEYS TO ENSURE THEIR COMPENSATION IS WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ALL COMPENSATION DISCUSSIONS AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED IN THE BOARD MINUTES AND APPROVED WITH THE BUDGET IN THE BOARD MINUTES ANNUALLY EACH SPRING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGES IN SPLIT-INTEREST ARRANGEMENTS 48,005. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 12,018. 672 CONESTOGA 2 LLC 275 S ITHAN AVENUE BRYN MAWR PA 19010 830854782 ALLOW PARTNERS TO MAKE CONTRIBUTIONS TO PA EDUC IMPROV TAX CREDIT PROGRAM PA N/A UNRELATED 0 0 672 CONESTOGA 3 LLC 275 S ITHAN AVENUE BRYN MAWR PA 19010 841931100 ALLOW PARTNERS TO MAKE CONTRIBUTIONS TO PA EDUC IMPROV TAX CREDIT PROGRAM PA N/A UNRELATED 0 0 CHARITABLE REMAINDER TRUST INVESTMENTS PA N/A T 586519 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0