2019-11-11T13:34:16-06:00 2018-12-31 463435680 LG LEGACY GROUP LLC 715 TWINING ROAD SUITE 214 DRESHER PA 19025 990PF 2018-01-01 466631733 DOUGLAS & DANIEL ALTMAN CHARITABLE TRUST C/O LG LEGACY GROUP DOUG 2675408080 715 TWINING ROAD NO 214 DRESHER PA 19025 JACLYN ALTMAN TRUSTEE 2675408080 2019-11-06 1 LINDA GUENDELSBERGER CPA P00091151 2675408077 2019-11-06 64.88.174.3 2019-11-06 14:51:04 ES P BB5B2A1B62DFC611103E5A15480C9706982D3BD0 3ED46032635DD1E47460A777785AACAEA5E93A61 2018 2020-01-14 16:20:31Z X 344471 X 97148 209 209 11207 11146 -4155 286286 0 104409 11355 0 0 0 4900 0 0 1261 261 0 5164 5164 0 11325 5425 0 200000 200000 211325 5425 200000 -106916 5930 7362 35545 35526 445094 273124 308945 452456 308669 344471 0 0 X 452456 308669 452456 308669 452456 308669 452456 -106916 0 345540 36871 308669 MORGAN STANLEY # 06406 P 2018-12-31 9753 9993 -240 -240 MORGAN STANLEY # 06406 P 2018-12-31 270751 280448 -9697 -9697 CAPITAL GAINS DIVIDENDS P 5782 5782 5782 -4155 0 199068 621108 0.320505 199977 570492 0.350534 199050 629623 0.316142 15650 306289 0.051096 10000 275810 0.036257 1.074534 0.214907 505135 108557 59 108616 200000 X 59 0 59 0 59 3663 0 0 3663 0 3604 3604 0 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A MS JACLYN ALTMAN 2675408080 C/O LG LEGACY GROUP 715 TWINING ROAD STE 214 DRESHER PA 19025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACKLYN ALTMAN C/O LG LEGACY GROUP 715 TWINING RD STE 214 DRESHER PA 19025 TRUSTEE 0.00 0 0 0 MAXWELL ALTMAN C/O LG LEGACY GROUP 715 TWINING RD STE 214 DRESHER PA 19025 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 462693 50134 0 512827 0 0 512827 7692 505135 25257 25257 59 59 25198 0 25198 0 25198 200000 0 200000 59 199941 25198 0 0 167596 172098 169877 509571 200000 0 0 0 25198 174802 0 0 684373 0 0 0 0 0 0 0 684373 167596 172098 169877 174802 JACKLYN ALTMAN DOUGLAS DANIEL ALTMAN CHARITABLE TR 715 TWINING ROAD STE 214 DRESHER PA 19025 2675408080 WRITTEN APPLICATIONS SHOULD INCLUDE NAME, ADDRESS AND PURPOSE OF THE ORGANIZATION NONE NONE THE CHILDREN'S HOSPITAL OF PHILADELPHIA 34TH ST AND CIVIC CENTER BLVD PHILADELPHIA PA 19104 NONE PUBLIC CHARITABLE FUNCTION 200000 200000 0 14 209 14 11207 18 -4155 0 7261 0 7261 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID ALTMAN 1075 BLYTH COURT BLUE BELL PA 19422 50000 X 2 JACLYN ALTMAN CO LG LEGACY GROUP 715 TWINING ROAD SUITE 214 DRESHER PA 19025 47148 X 2 STOCK DONATION - AMAZON COM INC QTY 31 47148 2018-12-17 ACCOUNTING FEES 4900 0 0 MS INVESTMENTS - ACCT #064006 273124 308945 STOCK DONATION COST BASIS TAX/BOOK DIFFERENCE 36805 ADJUSTMENT TO ASSET VALUES 66 INVESTMENT FEES 5164 5164 0 EXCISE TAX 1000 0 0 FOREIGN TAXES 261 261 0