2023-11-01T15:30:53-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2022-01-01 223401833 JOHN A AND MARGARET POST FOUNDATION JOHN 8557392921 190 JACOBY RUN ROAD MT BETHEL PA 18343 JOHN A POST PRESIDENT 8557392921 2023-10-26 1 JOHN POST XXX-XX-XXXX 0 ANDREW V DESIDERIO CPA P01615053 6104335501 2023-10-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 42092959 X 2540817 158514 158514 638541 638541 26527 6920970 360615 3364399 1157670 0 0 0 4750 0 2375 142037 142037 0 46802 14842 0 193589 156879 2375 2699556 2699556 2893145 156879 2701931 471254 1000791 2731593 2365830 2365830 1400802 367302 345328 20577621 21382559 30953053 7582734 8306948 7443895 577010 577010 781019 2038337 2038337 203834 34908097 35037986 42092959 0 0 X 34908097 35037986 0 0 0 0 34908097 35037986 34908097 35037986 34908097 471254 0 35379351 341365 35037986 SALE OF PUBLICLY TRADED SECURITIES 714418 747220 -32802 -32802 SALE OF PUBLICLY TRADED SECURITIES 345458 75752 269706 269706 SALE OF PUBLICLY TRADED SECURITIES 5719789 5737383 -17594 -17594 CAPITAL GAINS DIVIDENDS P 141305 141305 141305 360615 13911 0 13911 0 13911 34436 0 0 0 34436 0 20525 20525 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A WELLS FARGO BANK NA 8557392921 100 N MAIN ST FL6 D4001-065 WINSTON SALEM NC 271013818 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN A POST C/O LAMTEC CORP 5010 RIVER RD MT BETHEL PA 18343 PRESIDENT 4.00 0 0 0 MARGARET POST C/O LAMTEC CORP 5010 RIVER RD MT BETHEL PA 18343 VICE PRESIDENT 4.00 0 0 0 HEATHER VILLONE C/O LAMTEC CORP 5010 RIVER RD MT BETHEL PA 18343 TRUSTEE, SECRETARY & TREASURER 4.00 0 0 0 JOHN POST C/O LAMTEC CORP 5010 RIVER RD MT BETHEL PA 18343 TRUSTEE 4.00 0 0 0 RICH VILLONE C/O LAMTEC CORP 5010 RIVER RD MT BETHEL PA 18343 TRUSTEE 4.00 0 0 0 NONE 0 WELLS FARGO 100 N MAIN ST WINSTON SALEM NC 271013818 MGMT FEES 142037 0 0 43116821 1944484 0 45061305 0 0 45061305 675920 44385385 2219269 2219269 13911 13911 2205358 0 2205358 0 2205358 2701931 0 2701931 2205358 787273 0 0 2701931 787273 0 0 1914658 0 0 0 0 0 0 0 0 290700 0 0 0 JOHN A POST MARGARET POST HEATHER VILLONE JOHN POST RICH VILLONE X ADAGP CHARITABLE FOUNDATION 3311 SWEDE RD STE A EAST NORRITON PA 19401 NONE PC NEW COAT PROGRAM 5000 ALLENTOWN ART MUSEUM 31 N 5TH ST ALLENTOWN PA 18101 NONE PC LIGHTING RENOVATION FOR GALLERY 30000 ALTERNATIVES INC 600 1ST AVE RARITAN NJ 08869 NONE PC CHARITABLE 15000 ALZHEIMERS NEW JERSEY INC 425 EAGLE ROCK AVENUE SUITE 203 ROSELAND NJ 07068 NONE PC RESPITE CARE AND WELLNESS PROGRAM 5000 AMERICAN NATIONAL RED CROSS 695 SPRINGFIELD AVENUE SUMMIT NJ 07901 NONE PC DISASTER CYCLE SERVICES 25000 ASPIRE TO AUTONOMY INC 1125 LEHIGH STREET EASTON PA 180420000 NONE PC EMERGENCY SHELTER 16200 BALLET GUILD OF THE LEHIGH VALLEY 556 MAIN ST BETHLEHEM PA 18018 NONE PC THE NUTCRACKER FOR STUDENTS 2022 5000 BETHLEHEM EMERGENCY SHELTERING INC 75 E MARKET ST BETHLEHEM PA 18018 NONE PC EMERGENCY SHELTER NEEDS 7500 BIRTH HAVEN INC 4 ACADEMY STREET NEWTON NJ 07860 NONE PC 2022 NEW JERSEY DONATION 5000 BLOOM FOR WOMEN 1425 MOUNTAIN DRIVE NORTH BETHLEHEM PA 18015 NONE PC JASMINE HOUSE RESIDENTIAL PROGRAM 10000 BOY SCOUTS OF AMERICA PO BOX 20624 LEHIGH VALLEY PA 18002 NONE PC SCOUTING FOR INNER-CITY YOUTH 7500 BOYS & GIRLS CLUB OF ALLENTOWN 720 N SIXTH STREET ALLENTOWN PA 18102 NONE PC CAPITAL NEEDS 14568 CAMELOT FOR CHILDREN INC 2354 W EMAUS AVE ALLENTOWN PA 18103 NONE PC ENGAGEMENT FOR CHILDREN WITH DISABILITIES 6000 CANCER SUPPORT COMMUNITY OF THE GREATER LEHIGH VALLEY 944 MARCON BOULEVARD - SUITE 110 ALLENTOWN PA 18109 NONE PC CSCGLV TECHNOLOGY UPGRADE 27000 CENTENARY COLLEGE 400 JEFFERSON STREET HACKETTSTOWN NJ 07840 NONE PC GENERAL OPERATING SUPPORT 15000 CHILDHOOD LEUKEMIA FOUNDATION INC 807 MANTOLOKING ROAD STE 202 BRICK NJ 08723 NONE PC KEEPING KIDS CONNECTED 15000 COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY INC 1337 E FIFTH STREET BETHLEHEM PA 18015 NONE PC SPLASH PAD FOR BANGOR MEMORIAL PARK POOL 30000 COMMUNITY BIKE WORKS 235 NORTH MADISON ST ALLENTOWN PA 18102 NONE PC EARN A BIKE PROGRAM 10000 COMMUNITY FOOD BANK OF NEW JERSEY INC 31 EVANS TERMINAL HILLSIDE NJ 07205 NONE PC 2022 NEW JERSEY DONATION 10000 COMMUNITY FOUNDATION OF NEW JERSEY PO BOX 338 MORRISTOWN NJ 07963 NONE PC MORRISTOWN FESTIVAL OF BOOKS 2022 2500 COMMUNITY HOPE INC 959 ROUTE 46 EAST SUITE 402 PARSIPPANY NJ 07054 NONE PC FURNISHINGS FOR VETERANS HOME PROGRAM 13795 CURESEARCH FOR CHILDREN'S CANCER 4800 HAMPDEN LANE SUITE 200 BETHESDA MD 20814 NONE PC IMMUNOTHERAPY RESEARCH 30000 DOVER CHILD CARE CENTER 50 N MORRIS ST DOVER NJ 07801 NONE PC CLASSROOM NEEDS AND PRESCHOOL EXPANSION 26455 EASTER SEALS EASTERN PENNSYLVANIA 1501 LEHIGH STREET SUITE 201 ALLENTOWN PA 18103 NONE PC 2022 PENNSYLVANIA DONATION 5000 ESSEX GRASSROOTS TENNIS & EDUCATION INC 237 IVY COURT ORANGE NJ 07050 NONE PC TENNIS EDUCATION FOR DISADVANTAGED YOUTH 5000 EVAS VILLAGE INC 393 MAIN STREET PATERSON NJ 07501 NONE PC 2022 NEW JERSEY DONATION 5000 FAMILIES FIRST INC 1620 TEELS ROAD PEN ARGYL PA 18072 NONE PC FAMILIES-IN-NEED 10000 FAMILY PROMISE OF MONROE COUNTY INC 905 MAIN ST SUITE 101 - PO BOX 1021 STROUDSBURG PA 18360 NONE PC PROJECT FRESH START 50000 FAMILY PROMISE OF SUSSEX COUNTY 19 CHURCH ST NEWTON NJ 07860 NONE PC 2022 NEW JERSEY DONATION 15000 FATHER JOHNS ANIMAL HOUSE 50 FATHER JOHNS LN LAFAYETTE NJ 07848 NONE PC 2022 NEW JERSEY DONATION 100000 FLINT HILL FARM EDUCATIONAL CENTER INC 1922 FLINT HILL RD COOPERSBURG PA 18036 NONE PC RENOVATIONS AND EXPANSION PROJECTS 10000 FREEDOM HOUSE INC 5 CRAWFORD STREET DORCHESTER MA 02121 NONE PC HALFWAY HOUSE RESIDENTIAL RECOVERY PROGRAM 10000 GARCES FAMILY FOUNDATION 1901 SOUTH 9TH STREET205 PHILADELPHIA PA 19148 NONE PC GENERAL OPERATING SUPPORT 10000 GEORGIAN COURT UNIVERSITY 900 LAKEWOOD AVE LAKEWOOD NJ 08701 NONE PC DINAMAP PROCARE MONITORS FOR CLINICAL NURSING EDUCATION 6286 GIRL SCOUTS OF EASTERN PENNSYLVANIA INC 330 MANOR ROAD MIQUON PA 19444 NONE PC THE FUNDED INITIATIVES PROGRAM 5000 GOOD SHEPARD ROMAN CATHOLIC CHURCH POST OFFICE BOX 464 ANDOVER NJ 07821 NONE PC 2022 NEW JERSEY DONATION 3000 GOOD SHEPHERD REHABILITATION NETWORK 850 S 5TH ST ALLENTOWN PA 18103 NONE PC HOPE STARTS HERE 50000 GREATER EASTON DEVELOPMENT PARTNERSHIP 325 NORTHAMPTON ST EASTON PA 18042 NONE PC GENERAL OPERATING SUPPORT 40000 GREATER LIFE INC PO BOX 8447 NEWARK NJ 07108 NONE PC 2022 NEW JERSEY DONATION 10000 GREATER NEWARK HOLIDAY FUND INC PO BOX 59 NEWARK NJ 07101 NONE PC 2022 NEW JERSEY DONATION 5000 GREATER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION 1524 WEST LINDEN STREET - STE 209 ALLENTOWN PA 18102 NONE PC NAZARETH RENOVATION PROJECTION AND SLATE BELT BRANCH CAPITAL EXPANSION 325000 GROWING STAGE THEATRE FOR YOUNG AUDIENCES INC 7 LEDGEWOOD AVENUE RTE 183 - PO BOX 36 NETCONG NJ 07857 NONE PC MAIN ROOF REPAIR 15000 HABITAT FOR HUMANITY INTERNATIONAL INC 322 W LAMAR STREET AMERICUS GA 31709 NONE PC AFFORDABLE HOUSING FOR VETERANS 20000 HABITAT FOR HUMANITY PHILADELPHIA 1829 N 19TH ST PHILADELPHIA PA 19121 NONE PC HOME REPAIR PROGRAM 5000 HARVEST HOUSE COMMUNITY LUNCH PROGRAM INC 37 MAIN ST SUSSEX NJ 07461 NONE PC HARVEST HOUSE SUPPORT 5000 HCSC BLOOD CENTER 1465 VALLEY CENTER PARKWAY BETHLEHEM PA 18017 NONE PC SUPPORT FOR BLOOD DONATION COLLECTIONS 20000 HOLY FAMILY SENIOR LIVING 1200 SPRING ST BETHLEHEM PA 18018 NONE PC BED AND RECLINER UPGRADES IN LONG TERM CARE 10000 HOPE AND SERENITY RECOVERY COMMUNITY CENTER INC 33 WILSON DR STE D SPARTA NJ 07871 NONE PC FUNDING FOR NEW KIA CARNIVAL VEHICLE 50000 JEWISH FAMILY SERVICE & CHILDREN'S CENTER OF CLIFTON-PASSAIC INC 110 MAIN AVENUE PASSAIC NJ 07055 NONE PC THE IMPACT CAFE 10000 JUVENILE EDUCATION & AWARENESS PROJECT 40 MARKET ST PASSAIC NJ 07055 NONE PC AFRO-AMERICAN MUSEUM 2578 KEYS 2 SUCCESS INC 1536 SPRINGFIELD AVE NEW PROVIDENCE NJ 07974 NONE PC PIANO BUS 2.0 10000 LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION 4525 EDUCATION PARK DRIVE SCHNECKSVILLE PA 18078 NONE PC LCCC NURSING MEDICAL SURGICAL LAB SIMLAUTION ENHANCEMENT 20000 LEHIGH VALLEY HOSPITAL 1247 S CEDAR CREST BLVD SUITE 200 ALLENTOWN PA 181036298 NONE PC CONSTRUCTION OF HEALING GARDEN 125000 LIFE CHOICES INC 411 SOUTH MAIN STREET PHILLIPSBURG NJ 08865 NONE PC GRANDMA'S HOUSE CHILDREN'S NEEDS 8240 LITTLE SISTERS OF THE POOR ST JOSEPHS HOME FOR THE ELDERLY 140 SHEPHERD LANE TOTOWA NJ 07512 NONE PC FOOD AND NUTRITION ASSISTANCE 10000 MAIN STREET COUSELING CENTER 8 MARCELLA AVENUE WEST ORANGE NJ 07052 NONE PC BUILDING REPAIRS 10000 MANNA HOUSE INCORPORATED 54 HIGH STREET NEWTON NJ 07860 NONE PC 2022 NEW JERSEY DONATION 2000 MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY INC 4240 FRITCH DRIVE BETHLEHEM PA 18020 NONE PC FACILITY EXPANSION 50000 METROPOLITAN YMCA OF THE ORANGES INC 304 S LIVINGSTON AVE LIVINGSTON NJ 07039 NONE PC POOL EXPANSION 120000 MOMS OFFERING MOMS SUPPORT 4805 HENRY STREET EASTON PA 18045 NONE PC SAFE SLEEP AND FULL BELLIES FOR INFANTS PROGRAM 5000 MOUNT BETHEL VOL FIRE COMPANY INC 2341 NORTH DELAWARE DRIVE BOX 208 MOUNT BETHEL PA 18343 NONE PC FACILITY EXPANSION 55000 NATIONAL MUSEUM OF INDUSTRIAL HISTORY 602 E 2ND ST BETHLEHEM PA 18015 NONE PC 2ND FLOOR EXPANSION PROJECT 25000 NATURE CONSERVANCY 200 POTTERSVILLE ROAD CHESTER NJ 07930 NONE PC RESTORATION OF PAULINS KILL WATERSHED PROJECT 100000 NEWARK MUSEUM OF ART 49 WASHINGTON ST NEWARK NJ 07102 NONE PC NMOA COMPUTER UPGRADES 10000 NORTH BANGOR FIRE CO TRUCK 301 LAKE MINSI DR BANGOR PA 180135957 NONE PC 2022 PENNSYLVANIA DONATION 5000 NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATION 3835 GREEN POND ROAD BETHLEHEM PA 18020 NONE PC SPARTAN AID FOR TRAINING THE REGIONS'S HIGH PRIORITY WORKFORCE 10000 NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC 350 MARSHALL STREET PHILLIPSBURG NJ 08865 NONE PC COMMUNITY CENTER BUILDING ROOF REPAIR 20000 PETERS VALLEY CRAFT CENTER INC 19 KUHN RD LAYTON NJ 07851 NONE PC STANDBY GENERATOR 7500 POCONO ENVIRONMENTAL EDUCATION CENTER 538 EMERY RD DINGMANS FERRY PA 18328 NONE PC PEEC 50TH ANNIVERSARY ENDOWMENT 20000 POPE JOHN XXIII REGIONAL HIGH SCHOOL INC 28 ANDOVER ROAD SPARTA NJ 07871 NONE PC LOAN PAYOFF 200000 PORTLAND HOOK & LADDER CO 1 PO BOX 175 PORTLAND PA 183510175 NONE PC 2022 PENNSYLVANIA DONATION 5000 PORTLAND UPPER MOUNT BETHEL FOOD PANTRY 111 STATE ST MT BETHEL PA 18343 NONE PC VEHICLE PURCHASE FOR FOOD PICK UP 30000 PRINCETON-BLAIRSTOWN CENTER INC 13 ROSZEL ROAD - SUITE 109B PRINCETON NJ 08540 NONE PC MAINTENANCE BUILDING CONSTRUCTION 7500 PROJECT SELF-SUFFICIENCY OF SUSSEX COUNTY INC 127 MILL STREET NEWTON NJ 07860 NONE PC BUILDING STRONGER FUTURES CAMPAIGN 175000 RUTHERFURD HALL FOUNDATION 1686 COUNTY RD 517 HACKETTSTOWN NJ 07840 NONE PC INSTALLATION OF HVAC IN HISTORIC RUTHERFURD HALL 20000 SAMARITAN INN INC 901 SWARTSWOOD RD NEWTON NJ 078604269 NONE PC FAMILY SHELTER PROGRAM 20000 SCARC INC 11 ROUTE 206 SUITE 100 AUGUSTA NJ 07822 NONE PC INSTALLING LIFT SYSTEM 28000 SOUTH STREET THEATER CO INC 100 SOUTH ST MORRISTOWN NJ 07960 NONE PC UPGRADES TO PERSONAL MONITOR SOUND REINFORCEMENT FOR MPAC ARTISTS 62442 SPECIAL OLYMPICS PENNSYLVANIA INC 2570 BLVD OF THE GENERALS - STE 124 NORRISTOWN PA 194033675 NONE PC 2022 FALL FESTIVAL 15000 ST VINCENTS ACADEMY 228 W MARKET ST NEWARK NJ 07103 NONE PC GIRLS IN ENGINEERING PROGRAM 30000 STATE THEATRE CENTER FOR THE ARTS 453 NORTHAMPTON STREET EASTON PA 18042 NONE PC AWARDS PROGRAM SUPPORT 20000 SUSSEX COUNTY COMMUNITY COLLEGE 1 COLLEGE HILL RD NEWTOWN NJ 07860 NONE PC SCIENTIFIC INSTRUMENTATION FOR NATURAL SCIENCE PROGRAM 25000 THE ARC OF WARREN COUNTY 319 W WASHINGTON AVE 2 WASHINGTON NJ 07882 NONE PC POWER GENERATORS FOR GROUP HOMES 19400 THE CENTER FOR PREVENTION AND AID COUNSELING INC 61 SPRING ST NEWTON NJ 07860 NONE PC PREVENTION WORKS 12092 THE OASIS HAVEN FOR WOMEN & CHILDREN INC 59 MILL ST PATERSON NJ 07501 NONE PC OASIS MEALS PROGRAM 5000 THE PETEY GREENE PROGRAM 22 STOCKTON ST PRINCETON NJ 08540 NONE PC IN-PERSON TUTORING FOR INCARCERATED ADULTS IN NORTH JERSEY PRISONS 6500 THE SALVATION ARMY 344 N 7TH STREET - PO BOX 147 ALLENTOWN PA 18105 NONE PC 2022 PENNSYLVANIA DONATION 15000 THE SALVATION ARMY 4 GARY RD UNION NJ 07083 NONE PC 2022 NEW JERSEY DONATION 10000 THE SEEING EYE INC PO BOX 375 MORRISTOWN NJ 079630375 NONE PC NEW AUDIO/VISUAL EQUIPMENT 25000 THE TRUST FOR PUBLIC LAND 60 PARK PLACE SUITE 901 NEWARK NJ 07102 NONE PC CONSTRUCTION OF NEW COMMUNITY SCHOOLYARD 100000 THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN 41 N 3RD ST EASTON PA 18042 NONE PC POOL TO SCHOOL LEARNING CENTER EXPANSION 20000 TRAIL BLAZER CAMPS INC 394 ROGERS AVENUE BROOKLYN NY 11225 NONE PC YURT TENT PURCHASE FOR TEEN LEADERSHIP PROGRAM 25000 TRI-COUNTY SCHOLARSHIP FUND 14 WEST MAIN STREET MENDHAM NJ 070555114 NONE PC SCHOLARSHIP SUPPORT FOR K-12 STUDENTS 10000 UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE SUITE 120 ALLENTOWN PA 18109 NONE PC 2022 PENNSYLVANIA DONATION 10000 VIA OF THE LEHIGH VALLEY INC 336 W SPRUCE ST BETHLEHEM PA 18018 NONE PC COMMUNITY EMPLOYMENT SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 5000 WILDLANDS CONSERVANCY INC 3701 ORCHID PLACE EMMAUS PA 18049 NONE PC FLOODPLAIN TRAIL RESTORATION 20000 YOUNG WOMENS CHRISTIAN ASSOCIATION OF BETHLEHEM PA 3895 ADLER PLACE BUILDING A SUITE 180 BETHLEHEM PA 18017 NONE PC ADULT DAY SERVICES CENTER FOR SENIORS WITH DISABILITIES 7500 ZOOLOGICAL SOCIETY OF NEW JERSEY 560 NORTHFIELD AVE WEST ORANGE NJ 07052 NONE PC RENOVATION OF AMAZING ASIA EXHIBIT AREA AT TURTLE BACK ZOO 25000 2699556 0 14 158514 14 638541 18 26527 0 823582 0 823582 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN AND MARGARET POST 190 JACBOY RUN ROAD MT BETHEL PA 18343 344081 X 2 JOHN AND MARGARET POST 190 JACBOY RUN ROAD MT BETHEL PA 18343 1429962 X 3 JOHN AND MARGARET POST 190 JACBOY RUN ROAD MT BETHEL PA 18343 483520 X 4 JOHN AND MARGARET POST 190 JACBOY RUN ROAD MT BETHEL PA 18343 283254 X 1 7,093 SHS OF BANK OF AMERICA 344081 2022-02-08 2 3,588 SHS OF ISHARES CORE S&P 500 ETF 1429962 2022-09-02 3 8,000 SHS OF ISHARES CORE S&P 500 GROWTH ETF 483520 2022-10-27 4 3,400 SHS OF ISHARES RUSSELL MID-CAP GROWTH 283254 2022-10-27 ACCOUNTING FEES 4750 0 2375 INVESTMENTS - FIXED INCOME - DETAIL AVAILABLE UPON REQUEST 8306948 7443895 INVESTMENTS - EQUITIES - DETAIL AVAILABLE UPON REQUEST 21382559 30953053 367302 345328 0 0 INVESTMENTS - REAL ASSETS - DETAIL AVAILABLE UPON REQUEST AT COST 577010 781019 AEQUITAS COMMERCIAL FINANCE - DETAIL AVAILABLE UPON REQUEST 2038337 2038337 203834 COST BASIS ADJUSTMENTS 341365 INVESTMENT FEES 142037 142037 0 FOREIGN TAXES 14842 14842 0 FEDERAL INVESTMENT INCOME TAX 31960 0 0