2021-09-14T12:07:16-05:00 2020-12-31 463435680 LG LEGACY GROUP LLC 715 TWINING ROAD SUITE 214 DRESHER PA 19025 990PF 2020-01-01 387104646 THE JAMES R AND ELIZABETH P HOLT FAMILY FOUNDATION JAME 6106874458 425 DARBY PAOLI ROAD WAYNE PA 19087 JAMES R HOLT JR CO-TRUSTEE 6106874458 2021-09-14 1 JAMES HOLT JR 999009999 BRIAN O'SULLIVAN CPA P01080035 2675408077 2021-09-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 452572 X X 1 1 7882 7882 49493 180565 49493 57376 57376 0 0 0 487 487 0 487 487 0 175250 175250 175737 487 175250 -118361 56889 2893 15605 15605 405942 274869 436967 408835 290474 452572 0 0 X -85345 -85345 0 0 494180 375819 408835 290474 408835 290474 408835 -118361 0 290474 0 290474 113 SHS VANGUARD TOTAL STOCK P 2019-02-22 2020-01-31 18622 16341 2281 2281 834 SHS VANGUARD TOTAL STOCK P 2019-02-22 2020-12-24 161943 114731 47212 47212 49493 791 0 791 0 791 51 0 1547 0 1598 7 800 800 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JAMES R HOLT JR 6106874458 425 DARBY PAOLI ROAD WAYNE PA 19087 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES R HOLT JR 425 DARBY PAOLI ROAD WAYNE PA 19087 CO-TRUSTEE 0.00 0 0 0 ELIZABETH P HOLT 425 DARBY PAOLI ROAD WAYNE PA 19087 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 485282 9249 0 494531 0 0 494531 7418 487113 24356 24356 791 791 23565 0 23565 0 23565 175250 0 175250 0 175250 23565 0 0 16433 40497 17854 2800 107730 185314 175250 0 0 0 23565 151685 0 0 336999 0 0 0 0 0 0 16433 320566 40497 17854 2800 107730 151685 JAMES R HOLT JR ELIZABETH P HOLT X AFRICAN EDUCATION PROGRAM 19 DONNA LANE WAYNE PA 19087 NONE PC EDUCATIONAL 37250 FRANKLIN INSTITUTE 222 N 20TH STREET PHILADELPHIA PA 19103 NONE PC EDUCATIONAL 100000 LUPUS FOUNDATION OF AMERICA 101 GREENWOOD AVE 200 JENKINTOWN PA 19046 NONE PC HEALTHCARE 1000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PC HEALTHCARE 5000 SIASCONSET UNION CHAPEL 18 NEW STREET SIASCONSET MA 02554 NONE PC RELIGIOUS 1000 PHILADELPHIA MUSEUM OF ART 2600 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19130 NONE PC EDUCATIONAL 2500 WHYY 150 N 6TH STREET PHILADELPHIA PA 19106 NONE PC EDUCATIONAL 13500 PHILADELPHIA FOUNDATION 1835 MARKET ST SUITE 2410 PHILADELPHIA PA 19103 NONE PC EDUCATIONAL 10000 NATIONAL AUDUBON SOCIETY 2660 EQUPT RD NORRISTOWN PA 19403 NONE PC ENVIRONMENTAL 5000 175250 0 14 1 14 7882 18 49493 0 57376 0 57376 0 0 0 0 0 0 0 0 0 0 CORPORATE STOCK 274869 436967 INVESTMENT FEES 487 487 0