2024-10-23T14:55:47-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2023-01-01 256785415 THE NIEDBALA FAMILY FOUNDATION NIED 6104333038 2132 EMANUEL CT EASTON PA 18045 RAYMOND NIEDBALA TRUSTEE 6104333038 2024-10-23 1 1 HARRY L PIETROUCHIE CPA P01623121 6104335501 2024-10-18 2023 2024-10-15 13:58:12Z X X 482232 X X 29421 29421 7344 25100 7344 36765 36765 0 0 0 169 85 84 2761 2761 0 90 90 0 3020 2936 84 26500 26500 29520 2936 26584 7245 33829 31121 24932 24932 274221 288724 286125 40050 40050 40189 84520 83371 130986 429912 437077 482232 0 0 X 429912 437077 429912 437077 429912 437077 429912 7245 0 437157 80 437077 SALES OF PUBLICLY TRADED SECURITIES 22629 17756 4873 4873 CAPITAL GAINS DIVIDENDS P 2471 2471 2471 7344 470 0 470 0 470 0 0 1000 0 1000 0 530 530 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A RAYMOND S NIEDBALA 6104333038 4093 MAULFAIR DRIVE ALLENTOWN PA 18103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND S NIEDBALA 4093 MAULFAIR DRIVE ALLENTOWN PA 18103 TRUSTEE 1.00 0 0 0 LINDA-LEE NIEDBALA 4093 MAULFAIR DRIVE ALLENTOWN PA 18103 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 442605 32394 0 474999 0 0 474999 7125 467874 23394 23394 470 470 22924 0 22924 0 22924 26584 0 26584 22924 0 0 13192 7981 2854 24027 26584 0 0 0 22924 3660 0 0 27687 0 0 0 0 0 0 0 27687 13192 7981 2854 3660 RAYMOND S NIEDBALA LINDA-LEE NIEDBALA X EAST STROUDSBURG UNIVERSITY FOUNDATION 200 PROSPECT STREET EAST STROUDSBURG PA 18301 N/A PC SCHOLARSHIP SUPPORT 10000 FRIENDS OF THE BETHLEHEM MOUNTED POLICE 615 EAST LANGHORNE AVENUE BETHLEHEM PA 18017 N/A PC SUPPORT FOR BETHLEHEM MOUNTED PATROL 1000 NOELLE'S LIGHT 400 HIGHWAY RIVERTON NJ 08077 N/A PC FINANCIAL SUPPORT FOR FAMILIES IN HARD TIMES 1000 PUSH THE ROCK PO BOX 95 EMMAUS PA 18049 N/A PC SUPPORT FOR MENTORING PROGRAMS AND SUMMER CAMPS 3500 SECOND HARVEST FOOD BANK 6969 SILVER CREST ROAD NAZARETH PA 18064 N/A PC CHARITABLE SUPPORT FOR FOOD BANK 1000 SIGAL MUSEUM 342 NORTHAMPTON ST EASTON PA 18042 N/A PC SUPPORT FOR MUSEUM OPERATIONS 5000 TAILS OF VALOR PO BOX 127 COOPERSBURG PA 18036 N/A PC SUPPORT FOR THE TRAINING AND CARE OF SERVICE ANIMALS 5000 26500 0 14 29421 18 7344 0 36765 0 36765 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 169 85 84 15,000 SHS JPMORGAN CHASE 09/12/24 15025 19064 25,000 SHS SOCIETE GENERA 16.48% 09/13/24 25025 21125 2,333 SHS GOLDMAN SACHS MLP ENERGY 51648 75376 5,094 SHS GOLDMAN SACHS HIGH YIELD 45950 45290 2,321 SHS GOLDMAN SACHS GQG PTNRS 32082 45979 2,491 SHS RATIONAL SPECIAL SITUATI 48821 44167 4,256 SHS READY CAP CORP 75720 43624 500 SHS PPL CORP 14503 13550 825 SHS BLACKSTONE FLOATING RATE 20000 18139 4,683 SHS BLACKSTONE REAL ESTATE AT COST 43214 67101 7,514 SHS PARTNERS GROUP PRIVATE EQUITY AT COST 40157 63885 COST BASIS ADJUSTMENTS 80 PORTFOLIO SERVICE FEES 2761 2761 0 FOREIGN TAX PAID 90 90 0