2024-11-11T13:13:33-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2023-01-01 232858131 RICHARD AND PATRICIA PENSKE FOUNDATION RICH 6108689682 5963 NOR BATH BLVD BATH PA 18014 RICHARD H PENSKE PRESIDENT 6108689682 2024-11-04 1 0 JEFFREY J CHRIN P00269763 2156433900 2024-10-31 2023 2024-10-15 13:58:12Z X 94367 X X 1774 1774 6917 26502 6917 8691 8691 0 0 0 3950 1975 1975 327 327 0 4277 2302 1975 10867 10867 15144 2302 12842 -6453 6389 2918 3306 3306 69065 62105 91061 71983 65411 94367 0 0 X 0 0 0 0 71983 65411 71983 65411 71983 65411 71983 -6453 0 65530 119 65411 SALE OF PUBLICLY TRADED SECURITIES P 26502 19585 6917 6917 6917 89 0 89 0 89 0 0 0 0 0 0 89 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A RICHARD H PENSKE 6108689682 5963 NOR BATH BLVD BATH PA 18014 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD H PENSKE 164 VIA VERACRUZ JUPITER FL 33458 PRESIDENT 1.00 0 0 0 PATRICIA L PENSKE 164 VIA VERACRUZ JUPITER FL 33458 VICE PRESIDENT 1.00 0 0 0 CRISLYN A SHEELER 6852 GWENMAWR ROAD BETHLEHEM PA 18017 TREASURER 1.00 0 0 0 VICTORIA L AITCHISON 2752 WALKER PLACE BETHLEHEM PA 18017 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 92071 1246 0 93317 0 0 93317 1400 91917 4596 4596 89 89 4507 0 4507 0 4507 12842 0 12842 4507 0 0 4191 1981 1693 2114 9979 12842 0 0 0 4507 8335 0 0 18314 0 0 0 0 0 0 4191 14123 1981 1693 2114 8335 X UNITED WAY OF THE GREATER LEHIGH VALLEY 1110 AMERICAN PKWY SUITE F-120 ALLENTOWN PA 18109 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 10842 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25 10867 0 14 1774 18 6917 0 8691 0 8691 0 0 0 0 0 0 0 0 0 0 TAX AND ACCOUNTING FEES 3950 1975 1975 DOUBLELINE TOTAL RETURN BOND N AT COST 11394 9612 ISHARES S&P 500 GROWTH AT COST 8661 15621 JPMORGAN ULTRA SHORT AT COST 9988 9996 VANGUARD DIVIDEND AT COST 8440 13802 VANGUARD TOTAL STOCK AT COST 23622 42030 FEDERAL TAX PAYMENT 119 INVESTMENT MANAGEMENT FEES 327 327 0