2015-05-26T08:40:05-05:00 2014-12-31 990PF 2014-01-01 276478339 JAMES A SIMON AND EDNA R SIMON CHARITABLE TRUST JAME 2155855597 PNC BANK N A-1600 MARKET ST-TAX DEPT PHILADELPHIA PA 191037240 JOHN C REILLY ASSISTANT VICE PRESIDENT 2155855597 2015-05-18 2014 2016-02-25 16:41:14Z X 542962 X X 7932 7932 31093 173720 31093 39025 39025 7339 5504 1835 1261 0 0 8600 5504 1835 3680 3680 12280 5504 5515 26745 33521 452483 479728 542962 452483 479728 542962 0 0 X 452483 479728 0 0 0 0 452483 479728 452483 479728 452483 26745 500 479728 0 479728 SALES OF PUBLICLY TRADED SECURITIES P 149537 142627 6910 6910 LONG-TERM CAPITAL GAIN DISTRIBUTIONS P 21400 21400 21400 SHORT-TERM CAPITAL GAIN DISTRIBUTIONS P 2783 2783 2783 31093 0 21496 483356 0.044472 22964 446445 0.051437 14922 444220 0.033591 20553 321491 0.063930 0.193430 0.048358 524065 25343 335 25678 5515 670 0 670 0 670 880 880 210 210 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A PNC BANK N A - TRUSTEE 2155855597 1600 MARKET ST- TAX DEPARTMENT PHILADELPHIA PA 191037240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PNC BANK N A 1600 MARKET STREET PHILADELPHIA PA 191037240 TRUSTEE 1.00 7339 0 0 NONE 0 NONE 0 0 532046 0 0 532046 0 0 532046 7981 524065 26203 26203 670 670 25533 0 25533 0 25533 5515 0 5515 0 5515 25533 18 0 0 5515 18 0 0 5497 0 0 0 0 0 0 0 0 20036 0 0 0 X AMERICAN CANCER SOCIETY - LEBANON UNITLANCASTER UNIT P O BOX 720366 OKLAHOMA CITY OK 731720366 PUBLIC CHARITY GENERAL USE WITHIN THE LEBANON/LANCASTER AREAS 576 CORNWALL UNITED METHODIST CHURCH ROUTE 419 AND ALDENEN CORNWALL PA 17016 RELIGIOUS GENERAL USE OF THE CHURCH 582 HOPEWELL AREA SENIOR CITIZENS INC P O BOX 12 HOPEWELL PA 16650 PUBLIC CHARITY SUPPORT FOR THE SIMON FOUNDRY PROJECT 582 HOSPICE & COMMUNITY CARE 685 GOOD DRIVE - P O BOX 4125 LANCASTER PA 176044125 PUBLIC CHARITY GENERAL USE OF THE ORGANIZATION 582 SAXTON COMMUNITY LIBRARY 315 FRONT STREET SAXTON PA 16678 PUBLIC CHARITY GENERAL USE OF THE LIBRARY 970 THE SALVATION ARMY 131 QUEEN STREET LANCASTER PA 176035317 PUBLIC CHARITY FOR THE BENEFIT OF CHILDREN IN LANCASTER COUNTY 388 3680 0 14 7932 18 31093 0 39025 0 39025 0 0 0 0 0 0 0 0 0 0 CASH EQUIVALENTS AT COST 22297 22297 MUTUAL FUNDS - FIXED AT COST 92328 91540 MUTUAL FUNDS - EQUITY AT COST 365103 429125 ADJUSTMENT TO BOOK CARRYING VALUE 500 FEDERAL EXCISE TAX FORM 990-PF 12/31/2013 841 0 0 FEDERAL ESTIMATED EXCISE TAX FORM 990-PF 12/31/2014 220 0 0 FEDERAL ESTIMATED EXCISE TAX FORM 990-PF 12/31/2014 200 0 0