2021-11-08T14:21:32-06:00 2020-12-31 232620120 CONCANNON MILLER & CO PC 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2020-01-01 223401833 JOHN A AND MARGARET POST FOUNDATION JOHN 8557392921 190 JACOBY RUN ROAD MT BETHEL PA 18343 JOHN A POST PRESIDENT 8557392921 2021-10-28 1 JOHN POST XXX-XX-XXXX ANDREW V DESIDERIO CPA P01615053 6104335501 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 45841691 X 2559984 120893 120893 694838 694838 683329 4980661 572862 4059044 1388593 0 0 0 2200 0 2200 119067 119067 0 26402 13213 0 147669 132280 2200 1697975 1697975 1845644 132280 1700175 2213400 1256313 6921 2275579 1570276 1570276 1030 1030 1753744 650802 648549 18756782 19465464 34670073 4534546 7696148 7950655 271733 577010 797274 2038337 2038337 203834 29637642 31999067 45841691 0 0 X 29637642 31999067 0 0 0 0 29637642 31999067 29637642 31999067 29637642 2213400 148025 31999067 0 31999067 SALE OF PUBLICLY TRADED SECURITIES P 4666483 4407799 258684 258684 CAPITAL GAINS DIVIDENDS P 314178 314178 314178 572862 17463 0 17463 0 17463 14219 0 28000 0 42219 0 24756 24756 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 119067 0 0 36176736 1841912 0 38018648 0 0 38018648 570280 37448368 1872418 1872418 17463 17463 1854955 0 1854955 0 1854955 1700175 0 1700175 0 1700175 1854955 164146 0 0 1700175 164146 0 0 1536029 0 0 0 0 0 0 0 0 318926 0 0 0 X ABILITIES OF NORTHWEST JERSEY INC 264 RT 31 NORTH WASHINGTON NJ 07882 NONE PC CHARITABLE 15000 ALZHEIMERS NEW JERSEY INC 425 EAGLE ROCK AVENUE SUITE 203 ROSELAND NJ 07068 NONE PC CHARITABLE 10000 AMERICAN NATIONAL RED CROSS 209 FAIRFIELD ROAD FAIRFIELD NJ 07004 NONE PC CHARITABLE 20000 AMERICAS GROW A ROW INC 150 PITTSTOWN ROAD PITTSTOWN NJ 08867 NONE PC CHARITABLE 8500 ARC OF NEW JERSEY INC - WARREN COUNTY CHAPTER 319 WEST WASHINGTON AVENUE 2 WASHINGTON NJ 07882 NONE PC CHARITABLE 10450 ASPIRE TO AUTONOMY INC 1125 LEHIGH STREET EASTON PA 18042 NONE PC CHARITABLE 12100 BALLET GUILD OF THE LEHIGH VALLEY 556 MAIN STREET BETHLEHEM PA 18018 NONE PC CHARITABLE 5000 BIRTH HAVEN INC 4 ACADEMY STREET NEWTON NJ 07860 NONE PC CHARITABLE 5000 BONNIE BRAE 3415 VALLEY ROAD PO BOX 825 LIBERTY CORNER NJ 079380825 NONE PC CHARITABLE 10000 BOYS & GIRLS CLUB OF ALLENTOWN 720 N SIXTH STREET ALLENTOWN PA 18102 NONE PC CHARITABLE 14419 BOYS & GIRLS CLUB OF EASTON INC 210 JONES HOUSTON WAY PO BOX 741 EASTON PA 180440741 NONE PC CHARITABLE 5000 BUTTERFLY DREAMZ INC 35 NORFOLK STREET UNIT 3 NEWARK NJ 07103 NONE PC CHARITABLE 5000 CENTER FOR PREVENTION AND COUNSELING 61 SPRING STREET NEWTON NJ 07860 NONE PC CHARITABLE 20686 CENTER FOR VISION LOSS INC 845 WEST WYOMING ST ALLENTOWN PA 18103 NONE PC CHARITABLE 5000 CLAY STUDIO 137-139 NORTH SECOND STREET PHILADELPHIA PA 19106 NONE PC CHARITABLE 10000 COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY INC 1337 EAST FIFTH STREET BETHLEHEM PA 180152103 NONE PC CHARITABLE 5000 COMMUNITY FOOD BANK OF NEW JERSEY INC 31 EVANS TERMINAL HILLSIDE NJ 07205 NONE PC CHARITABLE 10000 COMMUNITY HOPE INC 959 ROUTE 46 EAST SUITE 402 PARSIPPANY NJ 07054 NONE PC CHARITABLE 24750 CONCORDIA LEARNING CENTER AT ST JOSEPHS SCHOOL FOR THE BLIND 761 SUMMIT AVENUE JERSEY CITY NJ 07307 NONE PC CHARITABLE 5000 DIAKON CHILD FAMILY & COMMUNITY MINISTRIES 1018 NORTH UNION ST MIDDLETOWN PA 17057 NONE PC CHARITABLE 7500 DOMESTIC ABUSE AND SEXUAL ASSAULT CRISIS CENTER OF WARREN COUNTY INC 29C BROAD STREET WASHINGTON NJ 07882 NONE PC CHARITABLE 10000 EASTER SEALS EASTERN PENNSYLVANIA 1501 LEHIGH STREET SUITE 201 ALLENTOWN PA 18103 NONE PC CHARITABLE 5000 ERIE LACKAWANNA DINING CAR PRESERVATION SOCIETY INC 201 SOUTH BLAKELY STREET 333 DUNMORE PA 18512 NONE PC CHARITABLE 20000 EVAS VILLAGE INC 393 MAIN STREET PATERSON NJ 07501 NONE PC CHARITABLE 5000 FAMILY CONNECTION OF EASTON INC 723 COAL ST EASTON PA 18042 NONE PC CHARITABLE 7500 FAMILY PROMISE OF SUSSEX COUNTY POST OFFICE BOX 154 NEWTON NJ 07860 NONE PC CHARITABLE 15000 FATHER JOHNS ANIMAL HOUSE 50 FATHER JOHNS LANE LAFAYETTE NJ 07848 NONE PC CHARITABLE 100000 FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC 475 SOUTH STREET MORRISTOWN NJ 07960 NONE PC CHARITABLE 25000 FRANKLIN INSTITUTE THE FRANKLIN INSTITUTE 222 N 20TH STREET PHILADELPHIA PA 19103 NONE PC CHARITABLE 2000 FREEDOM HOUSE INC 2004 STATE ROUTE 31 NORTH SUITE 9 CLINTON NJ 08809 NONE PC CHARITABLE 7500 GARCES FAMILY FOUNDATION 1901 SOUTH 9TH STREET205 PHILADELPHIA PA 19148 NONE PC CHARITABLE 10000 GEORGIAN COURT UNIVERSITY 900 LAKEWOOD AVENUE LAKEWOOD NJ 08701 NONE PC CHARITABLE 6372 GIRL SCOUTS OF EASTERN PENNSYLVANIA 330 MANOR ROAD MIQUON PA 19444 NONE PC CHARITABLE 5000 GIRL SCOUTS OF NORTHERN NEW JERSEY 95 NEWARK POMPTON TURNPIKE RIVERDALE NJ 07457 NONE PC CHARITABLE 5000 GOOD SHEPARD ROMAN CATHOLIC CHURCH OUTREACH FUND POST OFFICE BOX 464 ANDOVER NJ 07821 NONE PC CHARITABLE 3000 GREATER EASTON DEVELOPMENT PARTNERSHIP 325 NORTHAMPTON STREET EASTON PA 18042 NONE PC CHARITABLE 10000 GREATER LIFE INC PO BOX 8447 NEWARK NJ 07108 NONE PC CHARITABLE 20000 GREATER NEWARK HOLIDAY FUND INC PO BOX 59 NEWARK NJ 07101 NONE PC CHARITABLE 5000 GREATER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION 1524 WEST LINDEN STREET SUITE 209 ALLENTOWN PA 18102 NONE PC CHARITABLE 100000 HCSC BLOOD CENTER 1465 VALLEY CENTER PARKWAY BETHLEHEM PA 18017 NONE PC CHARITABLE 20000 HOMELESS SOLUTIONS INC 3 WING DRIVE SUITE 245 CEDAR KNOLLS NJ 07927 NONE PC CHARITABLE 10000 JEWISH COMMUNITY CENTER OF ALLENTOWN PENNSYLVANIA 702 N 22ND ST ALLENTOWN PA 18104 NONE PC CHARITABLE 10000 JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY 655 WESTFIELD AVENUE ELIZABETH NJ 07208 NONE PC CHARITABLE 4800 JOHN BARTRAM ASSOCIATION 5400 LINDBERGH BOULEVARD PHILADELPHIA PA 19143 NONE PC CHARITABLE 5000 LACAWAC SANCTUARY FOUNDATION 94 SANCTUARY ROAD LAKE ARIEL PA 18436 NONE PC CHARITABLE 25000 LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION 4525 EDUCATION PARK DRIVE SCHNECKSVILLE PA 18078 NONE PC CHARITABLE 10000 LEHIGH VALLEY CHARTER HIGH SCHOOL FOR THE ARTS FOUNDATION 321 E THIRD ST BETHLEHEM PA 18015 NONE PC CHARITABLE 3000 LEHIGH VALLEY HOSPITAL DEVELOPMENT DEPARTMENT 1247 S CEDAR CREST BLVD SUITE 200 ALLENTOWN PA 181036298 NONE PC CHARITABLE 125000 LIFE CHOICES INC 411 SOUTH MAIN STREET PHILLIPSBURG NJ 08865 NONE PC CHARITABLE 7300 LITTLE HILL FOUNDATION FOR THE REHABILITATION OF ALCOHOLICS INC PO BOX G BLAIRSTOWN NJ 07825 NONE PC CHARITABLE 25000 LITTLE KIDS ROCK INC 271 GROVE AVENUE BUILDING E-2 VERONA NJ 07044 NONE PC CHARITABLE 8500 MAIN STREET COUSELING CENTER 8 MARCELLA AVENUE WEST ORANGE NJ 07052 NONE PC CHARITABLE 7500 MANNA HOUSE INCORPORATED ADVISORY COUNSEL 54 HIGH STREET NEWTON NJ 07860 NONE PC CHARITABLE 2000 MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY INC 4240 FRITCH DRIVE BETHLEHEM PA 18020 NONE PC CHARITABLE 50000 METROPOLITAN YMCA OF THE ORANGES INC 139 E MCCLELLAN AVE LIVINGSTON NJ 07039 NONE PC CHARITABLE 60000 MOMS OFFERING MOMS SUPPORT 4805 HENRY STREET EASTON PA 18045 NONE PC CHARITABLE 5000 MOUNT BETHEL VOL FIRE COMPANY INC 2341 NORTH DELAWARE DRIVE BOX 208 MOUNT BETHEL PA 18343 NONE PC CHARITABLE 5000 NATIONALITIES SERVICE CENTER OF PHILADELPHIA 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 NONE PC CHARITABLE 10000 NATURE CONSERVANCY 200 POTTERSVILLE ROAD CHESTER NJ 07930 NONE PC CHARITABLE 100000 NEW JERSEY SYMPHONY ORCHESTRA 60 PARK PL SUITE 900 NEWARK NJ 07102 NONE PC CHARITABLE 8000 NEWTON MEMORIAL HOSPITAL FOUNDATION 175 HIGH STREET NEWTON NJ 07860 NONE PC CHARITABLE 25000 NORTH BANGOR FIRE CO TRUCK 301 LAKE MINSI DR BANGOR PA 180135957 NONE PC CHARITABLE 5000 NORTHWEST CHRISTIAN SCHOOL ASSOC 92 ROUTE 519 NEWTON NJ 07860 NONE PC CHARITABLE 34740 NORTHWEST NEW JERSEY COMMUNITY ACTION PROGRAM INC 350 MARSHALL STREET PHILLIPSBURG NJ 08865 NONE PC CHARITABLE 10000 PASSAIC RIVER COALITION 330 SPEEDWELL AVENUE MORRISTOWN NJ 07960 NONE PC CHARITABLE 1000 PETERS VALLEY CRAFT CENTER INC 19 KUHN RD LAYTON NJ 07851 NONE PC CHARITABLE 7500 POPE JOHN XXIII REGIONAL HIGH SCHOOL INC 28 ANDOVER ROAD SPARTA NJ 07871 NONE PC CHARITABLE 102367 PORTLAND HOOK & LADDER CO 1 PO BOX 175 PORTLAND PA 183510175 NONE PC CHARITABLE 5000 PRINCETON-BLAIRSTOWN CENTER INC 13 ROSZEL ROAD SUITE 109B PRINCETON NJ 08540 NONE PC CHARITABLE 7500 PROJECT OF EASTON INC 320 FERRY STREET EASTON PA 180424539 NONE PC CHARITABLE 10000 PROJECT SELF-SUFFICIENCY OF SUSSEX COUNTY INC 127 MILL STREET NEWTON NJ 07860 NONE PC CHARITABLE 10000 RONALD MCDONALD HOUSE CHARITIES OF CENTRAL PA 745 WEST GOVERNOR ROAD HERSHEY PA 17033 NONE PC CHARITABLE 10000 SAMARITAN INN INC 901 SWARTSWOOD ROAD NEWTON NJ 07860 NONE PC CHARITABLE 20000 SCARC INC 11 US ROUTE 206 SUITE 100 AUGUSTA NJ 07822 NONE PC CHARITABLE 22200 SECOND HARVEST FOOD BANK 1337 E FIFTH STREET BETHLEHEM PA 18015 NONE PC CHARITABLE 12900 SHINING LIGHT MINISTRIES INC PO BOX 267 ANNVILLE PA 17003 NONE PC CHARITABLE 5000 SISTERS OF CHRISTIAN CHARITY 350 BERNARDSVILLE ROAD MENDHAM NJ 07945 NONE PC CHARITABLE 23175 SNIPES FARM AND EDUCATION CENTER 890 W BRIDGE STREET MORRISVILLE PA 19067 NONE PC CHARITABLE 10000 SOUTH STREET THEATER CO INC 100 SOUTH STREET MORRISTOWN NJ 07960 NONE PC CHARITABLE 55000 SPECIAL OLYMPICS PENNSYLVANIA INC 2570 BLVD OF THE GENERALS SUITE 124 NORRISTOWN PA 19403 NONE PC CHARITABLE 10000 SPECTRUM 360 A NEW JERSEY NONPROFIT CORPORATION 414 EAGLE ROCK AVENUE SUITE 200B WEST ORANGE NJ 07052 NONE PC CHARITABLE 10000 STATE THEATRE CENTER FOR THE ARTS 453 NORTHAMPTON ST EASTON PA 18042 NONE PC CHARITABLE 20000 THE OASIS HAVEN FOR WOMEN & CHILDREN INC 59 MILL ST PATERSON NJ 07501 NONE PC CHARITABLE 5000 THE SALVATION ARMY 4 GARY RD UNION NJ 07083 NONE PC CHARITABLE 25000 THE SEEING EYE INC POST OFFICE BOX 375 MORRISTOWN NJ 079630375 NONE PC CHARITABLE 25000 THE TRUST FOR PUBLIC LAND 60 PARK PLACE SUITE 901 NEWARK NJ 07102 NONE PC CHARITABLE 25000 TRAIL BLAZER CAMPS INC 394 ROGERS AVENUE BROOKLYN NY 11225 NONE PC CHARITABLE 15000 TRI-COUNTY SCHOLARSHIP FUND 14 WEST MAIN STREET MENDHAM NJ 070555114 NONE PC CHARITABLE 10000 UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE SUITE 120 ALLENTOWN PA 18109 NONE PC CHARITABLE 10000 UPPER MOUNT BETHEL TOWNSHIP 387 YE OLDE HIGHWAY MOUNT BETHEL PA 18343 NONE PC CHARITABLE 32916 VIA OF THE LEHIGH VALLEY INC 336 W SPRUCE ST BETHLEHEM PA 18018 NONE PC CHARITABLE 7500 WARREN COUNTY HABITAT FOR HUMANITY INTERNATIONAL INC 31 BELVIDERE AVE WASHINGTON NJ 07882 NONE PC CHARITABLE 20000 WILDLANDS CONSERVANCY INC 3701 ORCHID PLACE EMMAUS PA 18049 NONE PC CHARITABLE 6000 WOMEN'S HUMANE SOCIETY PO BOX 1470 BENSALEM PA 19020 NONE PC CHARITABLE 10000 WOMENS RESOURCES OF MONROE COUNTY INC 225 J WILSON DRIVE PO BOX 645 DELAWARE WATER GAP PA 18327 NONE PC CHARITABLE 9300 YOUNG WOMENS CHRISTIAN ASSOCIATION OF BETHLEHEM PA 3895 ADLER PLACE BUILDING A SUITE 180 BETHLEHEM PA 18017 NONE PC CHARITABLE 5000 YOUR GRANDMOTHERS CUPBOARD 173A ROUTE 37 WEST TOMS RIVER NJ 08755 NONE PC CHARITABLE 5000 1697975 0 14 120893 14 694838 18 683329 0 1499060 0 1499060 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 734008 X 2 JOHN AND MARGARET POST 190 JACBOY RUN ROAD MT BETHEL PA 18343 693505 X 3 JOHN AND MARGARET POST 190 JACBOY RUN ROAD MT BETHEL PA 18343 636251 X 4 JOHN AND MARGARET POST 190 JACBOY RUN ROAD MT BETHEL PA 18343 496220 X 1 59,099 SHS OF SMARTRUST HEALTHCARE INNOVATIONS TRUST 734008 2020-10-23 2 85 SHS OF AMAZON.COM INC2,200 SHS OF VANGUARD MID-CAP VIPER 693505 2020-11-24 3 955 SHS OF DOCUSIGN, INC.752 SHS OF SERVICENOW, INC. 636251 2020-12-16 4 1,350 SHS OF SPDR S&P 500 EFT TRUST 496220 2020-12-24 ACCOUNTING FEES 2200 0 2200 INVESTMENTS - FIXED INCOME 7696148 7950655 INVESTMENTS - EQUITIES 19465464 34670073 650802 648549 0 0 INVESTMENTS - REAL ASSETS AT COST 577010 797274 AEQUITAS COMMERCIAL FINANCE 2038337 2038337 203834 COST BASIS ADJUSTMENTS 148025 INVESTMENT FEES 119067 119067 0 FOREIGN TAXES 13213 13213 0 FEDERAL INVESTMENT INCOME TAX 13189 0 0