2018-11-05T10:33:09-06:00 2017-12-31 RICHARD A LOOMIS 327 STRATHMORE ROAD BRYN MAWR PA 19010 990PF 2017-01-01 201914665 THE ED FITTS CHARITABLE FOUNDATION EDFI 6103228154 90 LIGHTHOUSE DRIVE JUPITER FL 33469 EDWARD P FITTS JR TRUSTEE 6103228154 2018-11-05 1 P01449575 2158161611 X 71.123.60.123 2018-11-05 11:32:26 ES P E821EACFB35E6C166B75431F8C30168473B2D39D E821EACFB35E6C166B75431F8C30168473B2D39D 2017 2019-02-21 02:37:17Z X 900132 X X 17555 17555 10339 146758 10339 27894 27894 0 0 0 972 741 0 277 277 0 1249 1018 0 0 0 1249 1018 0 26645 26876 500 519 519 3513 6223 6223 131134 0 0 298516 442281 448708 276700 292913 444682 710363 741936 900132 0 0 X 0 0 0 0 710363 741936 710363 741936 710363 741936 710363 26645 4928 741936 0 741936 LLR EQUITY PARTNERS LP FROM K-1 P 5260 -5260 -5260 VANGUARD MUN BD INT TRM P 2017-07-21 11381 11247 134 134 VANGUARD MUN BD LTD TRM P 2017-07-21 5680 5723 -43 -43 FNMA SECURITIES P 2017-01-05 51 25 26 26 VANGUARD MUN BD INT TRM P 2017-07-21 61851 57608 4243 4243 VANGUARD MUN BD LTD TRM P 2017-07-21 56740 56556 184 184 CAPITAL GAINS DIVIDENDS P 11055 11055 11055 10339 0 1246381 1143268 1.090191 9 928893 0.000010 181463 966524 0.187748 140103 1041597 0.134508 148165 1044746 0.141819 1.554276 0.310855 847108 263328 269 263597 0 538 0 538 0 538 0 1000 0 1000 7 455 455 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A ROBERT STETSON 6106409551 6022 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD P FITTS 90 LIGHTHOUSE DRIVE JUPITER FL 33469 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 854016 5992 0 860008 0 0 860008 12900 847108 42355 42355 538 538 41817 0 41817 0 41817 0 0 0 0 0 41817 0 0 96525 88505 135341 1189680 1510051 0 0 0 0 0 0 41817 41817 1468234 0 0 0 0 0 0 54708 1413526 88505 135341 1189680 X 0 0 14 17555 18 10339 0 27894 0 27894 0 0 0 0 0 0 0 0 0 0 SHS VANGUARD SHORT TERM INVESTMENT GRADE FUND 224591 224409 SHS VANGUARD TOTAL BOND MARKET INDEX 217690 224299 MUTUAL FUNDS - EQUITIES FMV 292913 444682 LLR EQUITY PARTNERS, L.P. 277 277 0 ADJUSTMENT OF BEGINNING BOOK VALUE OF INVESTMENT LP INTEREST 4928 FOREIGN TAXES PAID 741 741 0 EXCISE TAX 231 0 0