2018-09-13T05:51:47-07:00 2017-12-31 232585468 SD ASSOCIATES PC 300 Yorktown Plaza Elkins Park PA 19027 990PF 2017-01-01 208305387 THE DDK FOUNDATION DDKF 2157351606 440 S BROAD STREET PHILADELPHIA PA 19146 DONALD R KARDON Trustee 2018-09-13 true MICHAEL BRENNER P00308639 2155175600 2017 2018-06-14 16:35:46Z X 833133 X X 1281 1281 1281 31482 31482 31482 3467 36788 3467 36230 36230 32763 7384 7384 7384 3963 3963 3963 256 256 256 11603 11603 11603 0 48160 48160 59763 11603 11603 48160 -23533 24627 21160 65061 65061 66191 789326 750132 766942 854387 815193 833133 58945 43284 58945 43284 X 795442 771909 795442 771909 854387 815193 795442 -23533 771909 771909 BUCKEYE PARTNERS LP P 2012-02-22 2017-03-15 16788 15099 1689 1689 FRANKLIN INVS SECS TR P 2010-10-27 2017-03-15 10000 7666 2334 2334 TEMPLETON GLOBAL INVT TRUST BALANCE FUND P 2014-03-17 2017-03-15 10000 10556 -556 -556 3467 false 59692 770281 0.07749 68219 869564 0.07845 54570 925615 0.05896 60427 887372 0.06810 78816 903719 0.08721 0.370211 0.074042 774361 57335 246 57581 48160 493 493 493 1011 1011 518 518 false false false false false false false false true true PA true false false false false true N/A DONALD R KARDON 2157351606 440 S BROAD STREET UNIT 2302 PHILADELPHIA PA 19146 false false false false false false false false false false false false false false false false false false false false false false false false false false DONALD R KARDON 440 S BROAD STREET UNIT 2302 PHILADELPHIA PA 19146 Trustee 10.00 0 DOROTHY R KARDON 440 S BROAD STREET UNIT 2302 PHILADELPHIA PA 19146 Trustee 4.00 0 NONE NONE 786153 0 0 786153 0 786153 11792 774361 38718 38718 493 493 38225 38225 38225 48160 48160 48160 38225 3951 60802 9888 25483 21614 121738 48160 0 38225 9935 131673 0 3951 127722 60802 9888 25483 21614 9935 DONALD R KARDON 440 S BROAD STREET UNIT 2302 PHILADELPHIA PA 19146 2157351606 LETTER WITH INFORMATION ABOUT APPLICANT AND NEED N/A NONE BARNES FOUNDATION 2025 BENJ FRANKLIN PKWY PHILADELPHIA PA 19130 EDUCATIONAL 5000 NAT'L MUSEUM OF AM JEWISH HIST 101 S INDEPENDENCE MALL EAST PHILADELPHIA PA 19106 NONE EOF CHARITABLE 360 PHILADELPHIA ORCHESTRA 260 S BROAD STREET PHILADELPHIA PA 19102 NONE EOF CHARITABLE 2000 YALE UNIVERSITY PO BOX 2038 HEW HAVEN CT 06521 EDUCATIONAL 1000 JEWISH FED OR GREATER PHILA PO BOX 95000-4000 PHILADELPHIA PA 19195 CHARITABLE 1000 FREE LIBRARY OF PHILADELPHIA 1901 VINE STREET STE 111 PHILADELPHIA PA 19103 NONE EOF EDUCATIONAL 1000 RODEPH SHALOM 615 N BROAD STREET PHILADELPHIA PA 19130 RELIGIOUS 3300 Philadelphia Museum of Art PO BOX 7646 PHILADELPHIA PA 19101 NONE NC CHARITABLE 500 FOREIGN POLICY RESEARCH INSTITUTE 10700 KNIGHTS ROAD PHILADELPHIA PA 19102 EDUCATIONAL 5000 BEN GURIM UNIVERSITY 1430 BROADWAY 8TH FLOOR NEW YORK NY 10018 EDUCATIONAL 3000 PCMS BROAD STREET PHIALADELPHIA PA 19008 EDUCATIONAL 17500 FOREIGN POLICY RESEARCH 1528 WALNUT STREET PHILADELPHIA PA 19102 NONE EOF EDUCATIONAL 3000 PHILADELPHIA THEATRE COMPANY 480 SOUTH BROAD STREET PHILADELPHIA PA 19102 NONE NC EDUCATIONAL 250 RODEPH SHALOM 615 NORTH BROAD STREET PHILADELPHIA PA 19123 NONE NC RELIGIOUS 500 METROPOLITAN OPERA 30 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE NC CHARITABLE 3000 LIVING BEYOND BREAST CANCER 40 MONUMENT ROAD CYNWYD PA 19004 NONE EOF CHARITABLE 100 WHYY 150 6TH STREET PHILADELPHIA PA 19120 NONE NC EDUCATIONAL 1000 BALLET X 265 S BROAD ST PHILADELPHIA PA 19107 EOF ARTS 250 MUSEUM OF AMERICAN REV 101 S 3RD ST PHILADELPHIA PA 19106 EOF EDUCATIONAL 150 RODEPH SHALOM 615 NORTH BROAD STREET PHILADELPHIA PA 19123 NC RELIGIOUS 250 48160 1281 31482 523000 -556 4023 -556 36786 36230 false false false false false false false false false false NEXTERA ENERGY 5.125 PFD 25000 24970 WELLS FARGO 5.125 PFD 25000 25120 CAPITAL ONE FIN CORP PFT 6.25% 15061 16101 BUCKEYE PARTNERS LP AT COST DELAWARE POOLED DIVERSIFIED INCOME FUND AT COST 39712 39087 FRANKLIN CUSTODIAN FDS AT COST 42287 43596 JP MORGAN AT COST 66014 71965 VIRTUS OPPORTUNITIES MULTI SECTOR AT COST 47743 50359 TEMPLETON GLOBAL RETURN FUND AT COST 22227 22080 THIRD AVEUE FOCUSED CR FD AT COST 20212 2699 FRANKLIN INVS SEC TR AT COST 28755 38010 EATON VANCE ADV SR FLTNG RT ADVANTAGE AT COST 38500 37202 BLACKROCK FUNDS III AT COST 59018 57569 FIRST EAGLE FUNDS INC AT COST 40906 42798 NATIXIS FUNDS TR II AT COST 47100 43890 LORD ABBOTT INVESTMENT AT COST 60000 57742 MAINSTAY FUNDS AT COST 51555 51446 THORNBURG INVT TR INVT INCOME BUILDER FD AT COST 43388 45595 COLUMBIA FUNDS AT COST 44000 44374 CAPITAL INCOME BLDR AT COST 24250 28012 VANGUARD FIXED INCOME AT COST 30037 30121 TEMPLETON INCOME TR AT COST 29571 30829 ISHARES SELECT AT COST 14857 29568 43284 advisory fees 4365 4365 4365 0 OTHER PROFESSIONAL FEES 3019 3019 3019 0 taxes 256 256 256