2025-11-17T10:57:36-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990PF 2024-01-01 256614812 SALVAGGIO FAMILY FOUNDATION C/O ANTHONY SALVAGGIO SALV 6105305000 1390 RIDGEVIEW DRIVE 300 ALLENTOWN PA 18104 THOMAS SALVAGGIO TRUSTEE 6105305000 2025-11-17 1 0 RANDI L JOWERS MT P00834760 2159720701 2025-11-14 2024 2025-03-06 01:10:19Z X 47913961 X 165106 X 148366 148366 436603 436603 3586619 4227513 3586619 13062 13062 4349756 4184650 0 0 0 46669 0 0 39280 19510 19510 85949 19510 19510 4278824 4278824 4364773 19510 4298334 -15017 4165140 4433111 5382359 5382359 1007786 17767 1007786 1007786 15299114 0 0 12580283 19651715 32001504 107212 107212 63540 2866979 9138135 9458772 35304466 35287207 47913961 2150 2150 0 X 0 0 0 0 35302316 35287207 35302316 35287207 35304466 35287207 35302316 -15017 0 35287299 92 35287207 JANNEY [6379] P 2017-08-23 2024-08-08 4131389 165106 3966283 3966283 STIFEL [3906] P 2024-09-03 394822 -394822 -394822 BBH [4572] P 2024-12-31 83694 80966 2728 2728 CAPITAL GAINS DIVIDENDS P 12430 12430 12430 3586619 57895 0 57895 0 57895 192119 0 0 0 192119 0 134224 134224 0 0 0 0 0 0 0 0 0 1 1 0 1 1 PA 1 0 0 0 0 1 N/A THOMAS SALVAGGIO 6105305000 1390 RIDGEVIEW DRIVE SUITE 300 ALLENTOWN PA 18104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY J SALVAGGIO 1432 CEDARWOOD ROAD ALLENTOWN PA 18104 TRUSTEE 1.00 0 0 0 THOMAS A SALVAGGIO 6124 HAASADAHL ROAD OREFIELD PA 18069 TRUSTEE 1.00 0 0 0 CHRISTY A GHIGIARELLI 26 FITZGERALD DRIVE MOOSIC PA 18507 TRUSTEE 1.00 0 0 0 SUZIE A SPINOSA 3018 BARRINGTON LANE ALLENTOWN PA 18103 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 30283184 9236342 0 39519526 0 0 39519526 592793 38926733 1946337 1946337 57895 191 58086 1888251 0 1888251 0 1888251 4298334 0 4298334 1888251 0 0 403403 403403 4298334 0 0 0 1888251 2410083 0 0 2813486 0 0 0 0 0 0 0 2813486 403403 2410083 ANTHONY J SALVAGGIO THOMAS A SALVAGGIO CHRISTY A GHIGIARELLI SUZIE A SPINOSA X ALLENTOWN RESCUE MISSION 355 HAMILTON ST ALLENTOWN PA 18101 NONE PC CHARITABLE 10000 AMERICAN HEART ASSOCIATON 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC CHARITABLE 7500 ARTS QUEST 101 FOUNDERS WAY BETHLEHEM PA 18015 NONE PC CHARITABLE 100000 BERNADINE FRANCISCAN SISTERS 450 ST BERNADINE STREET READING PA 196071737 NONE PC CHARITABLE 10000 BOYS & GIRLS CLUB OF EASTON 210 JONES WAY EASTON PA 18042 NONE PC CHARITABLE 1550 BOYS TOWN 14100 CRAWFORD ST BOYS TOWN NE 68010 NONE PC CHARITABLE 1000 PENNSYLVANIA ACADEMY OF THE FINE ARTS 118-128 N BROAD STREET PHILADELPHIA PA 19102 NONE PC CHARITABLE 300 CATHEDRAL BASILICA OF SAINT PETER AND PAUL 1723 RACE STREET PHILADELPHIA PA 19103 NONE PC CHARITABLE 2000 CETRONIA AMBULANCE CORPS 4300 BROADWAY ALLENTOWN PA 181049564 NONE PC CHARITABLE 85 COMPANIONS OF SOUTH ANTHONY 12290 FOLLY QUARTER RD ELLICOTT CITY MD 21042 NONE PC CHARITABLE 100 CONVENANT HOUSE 21 E ARMAT ST PHILADELPHIA PA 19144 NONE PC CHARITABLE 10000 CROSS CATHOLIC GUTRODSD 600 W 3RD ST POMPANO BEACH FL 33060 NONE PC CHARITABLE 2500 DA VINCI SCIENCE CENTER 3145 HAMILTON BLVD BYPASS ALLENTOWN PA 18103 NONE PC CHARITABLE 423500 DANNY'S RIDE 3246 BEAUFORT DR BETHLEHEM PA 18017 NONE PC CHARITABLE 2500 DIOCESE OF ALLENTOWN PO BOX F ALLENTOWN PA 181051538 NONE PC CHARITABLE 200000 EASTERSEALS EASTERN PENNSYLVANIA 1501 LEHIGH STREET SUITE 201 ALLENTOWN PA 18103 NONE PC CHARITABLE 45000 FOCUS PO BOX 17408 DENVER CO 80217 NONE PC CHARITABLE 1000 GIRL SCOUTS OF EASTERN PENNSYLVANIA 330 MANOR ROAD MIQUON PA 19444 NONE PC CHARITABLE 30000 HABITAT FOR HUMANITY 245 N GRAHAM ST ALLENTOWN PA 18109 NONE PC CHARITABLE 7500 JUDICIAL WATCH 425 THIRD STREET SW WASHINGTON DC 20024 NONE PC CHARITABLE 1500 LEHIGH VALLEY HEALTH NETWORK PO BOX 1883 ALLENTOWN PA 181051883 NONE PC CHARITABLE 7500 MERCY SCHOOL FOR SPECIAL LEARNING 830 SOUTH WOODWARD STREET ALLENTOWN PA 181033440 NONE PC CHARITABLE 24589 PUSH THE ROCK PO BOX 95 EMMAUS PA 18049 NONE PC CHARITABLE 30000 SAINT JOHN THE EVANGELIST CATHOLIC CHURCH 625 111TH AVENUE NORTH NAPLES FL 34108 NONE PC CHARITABLE 6000 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN STREET CHAMBERLAIN SD 57325 NONE PC CHARITABLE 150 ST JUDE'S CHILDRENS HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC CHARITABLE 1000 ST THOMAS MORE PARISH 1040 FLEXER AVENUE ALLENTOWN PA 18104 NONE PC CHARITABLE 39000 ST THOMAS MORE SCHOOL 1040 FLEXER AVENUE ALLENTOWN PA 18103 NONE PC CHARITABLE 1210000 THE FRANKLIN INSTITUTE 222 N 20T STREET PHILADELPHIA PA 19103 NONE PC CHARITABLE 4500 THE KINDNESS PROJECT 4752 MILL RD EMMAUS PA 18049 NONE PC CHARITABLE 5000 THE MIRACLE LEAGUE OF THE LEHIGH VALLEY 1605 N CEDAR CREST BLVD SUITE 515A ALLENTOWN PA 18104 NONE PC CHARITABLE 5450 THE SALVATION ARMY - ALLENTOWN CORPS 144 N 8TH STREET ALLENTOWN PA 18102 NONE PC CHARITABLE 15000 UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY ALLENTOWN PA 18109 NONE PC CHARITABLE 2000000 VALLEY YOUTH HOUSE 3400 HIGH POINT BLVD BETHLEHEM PA 18017 NONE PC CHARITABLE 68600 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC CHARITABLE 5000 PENNSYLVANIA THEATRE OF PERFORMING ARTS 212 W BROAD STREET HAZLETON PA 18201 NONE PC CHARTIABLE 1000 4278824 0 14 148366 14 436603 14 13062 18 3586619 0 4184650 0 4184650 0 0 0 0 0 0 0 0 0 0 CITIGROUP INC DUE 09/29/34 DTD 09/29/14 107212 63540 CADENCE DESIGN SYSTEM INC 19132 21633 OTIS WORLDWIDE CORPORATION 24134 23060 UNITEDHEALTH GROUP INC 27875 27316 TEXAS INSTRUMENTS INC 33997 36377 ADOBE INC 70734 58698 NIKE INC 34867 25879 S&P GLOBAL INC COM 39579 45819 PROGRESSIVE CORP 40849 58225 APPLIED MATERIALS INC 34592 30574 ARTHUR J GALLAGHER 62321 72098 BOOKING HOLDINGS INC. COM STK 45728 64589 WASTE MANAGEMENT 59925 64169 ORACLE CORP 56211 79821 AUTOMATIC DATA PROCESSING INC 42668 48300 ZOETIS INC COM STK 54224 48553 THERMO FISHER SCIENTIFIC INC 48619 47861 ALCON INC COM STK 55657 58659 COSTCO WHOLESALE CORP 48052 61390 AMAZON.COM INC 47822 63842 ABBOTT LABORATORIES 42197 45583 LINDE PLC 79088 79129 DRAFT KINGS INC 599078 494760 PENN ENTERTAINMENT INC 2884620 1427040 BERKSHIRE HATHAWAY INC 83765 99722 WELLS FARGO & CO 100515 27956 BLACKROCK WEALTH 110172 110172 BBH PARTNER FUND - INTERNATIONAL EQUITY 120000 132653 KLA CORPORATION 71198 68053 META PLATFORMS INC 353990 1730182 SHOPIFY INC 391845 292408 NETFLIX INC 412233 748709 ADVISORS PERONI GROWTH 500002 571524 CELESTICA INC 594833 923000 MICROSOFT CORP 125732 131087 MASTERCARD INCORPORATED 76046 93729 BBH SELECT SERIES - MID CAP 765000 833377 CLARKSTON FOUNDERS FUND 780000 827487 ALPHABET INC CL C 811334 3921160 BROADCOM INC 881200 4636800 TESLA INC 975356 1534592 BARON PARTNERS 1009785 1348933 SANOFI SPON ADR 619978 578760 CITIGROUP INC 1512189 809485 PINTEREST INC CL A 2230291 2186600 PALANTIR TECHNOLOGIES 2674282 7411740 BBH- GQG PARTNERS EMERGING AT COST 801988 823071 BBH- MAKAIRA PARTNERS AT COST 633081 654542 BBH - MARTELLO RE SERIES II AT COST 173496 173813 BBH- VALLEY FORGE AT COST 1011263 1181807 CPG ACTIVIST FUND AT COST 1109707 1178387 BBH- TRINITY STREET AT COST 1201361 1130191 BBH - SELECT EQUITY AT COST 1233297 1259283 MUDITA VENTURE FUND AT COST 239858 239858 BBH- AH 2 CAYMAN LP AT COST 73335 75587 BBH - ALTAROCK PARTNER SERIES AT COST 769174 850658 SLG INTERNATIONAL OPPORTUNITIES FUND AT COST 1891575 1891575 ADJUSTMENT TO COST BASIS 92 INVESTMENT FEES 39020 19510 19510 CONSUMER REPORTS 200 0 0 DOLLAR PUBLISHING 60 0 0 FEDERAL TAX REFUND 0 0 0 BBH - ALTAROCK PARTNER SERIES -371 -371 -371 BBH - BARES MID-LARGE CAP 13710 13710 13710 BBH - GQG PARTNERS EMERGING -37735 -37735 -37735 BBH - MAKAIRA PARTNERS 4982 4982 4982 BBH - TRINITY STREET INTERNATIONAL 16566 16566 16566 BBH - VALLEY FORGE LARGE CAP 7025 7025 7025 CPG ACTIVIST FUND 88246 88246 88246 MUDITA VENTURE FUND 8336 8336 8336 BBH - SELECT EQUITY SERIES 23297 23297 23297 SLG INTERNATIONAL OPPORTUNITES FUND LP -108425 -108425 -108425 BBH WEALTH STRATEGIES, LLC - MARTELLO RE SRIES II -317 -317 -317 BBH AH 2 CAYMAN LP -2252 -2252 -2252 FEDERAL INVESTMENT INCOME TAX 46669 0 0