2024-05-14T13:17:45-04:00 2023-06-30 231692578 SIMON LEVER LLC 147 W AIRPORT RD LITITZ PA 17543 990PF 2022-07-01 232712023 THE NEAG FOUNDATION NEAG 8558555455 PO BOX 6799 WYOMISSING PA 19610 SALLY REIS RENZULLI TRUSTEE 6103745591 2024-05-15 true SALLY REIS RENZULLI 999009999 true LAUREEN F ROMER CPA P01332015 7175697081 2024-05-14 2022 2023-04-26 12:10:37Z X 101595691 X 19242744 255173 255173 1651327 1651327 508124 18212681 508124 224 224 21657592 2414848 12000 12000 5069 5069 498252 327602 170650 39139 30639 191 47342 30579 16403 601993 388820 204122 2652284 2652284 3254277 388820 2856406 18403315 2026028 8500 8500 3341575 23765569 23765569 8526390 7750331 7418201 47277976 50342485 62049251 11581884 7832509 7335267 1637077 1069014 1018903 27435 27435 191 72365093 90768408 101595691 0 X 365666 365666 71999427 90402742 72365093 90768408 72365093 90768408 72365093 18403315 90768408 90768408 PUBLICLY-TRADED SECURITIES P 16416745 17704557 -1287812 -1287812 NORWICH VENTURES 2013 K-1 LT CAPITAL P 71317 71317 71317 NORWICH VENTURES 2013 K-1 QSBS LT GA P 1652069 1652069 1652069 508124 28162 28162 28162 33950 8500 42450 X 119 14169 14169 false false false false false false false true true PA true false true false false true THENEAGFOUNDATION.ORG SAVANT WEALTH MANAGEMENT 8558555455 2755 CENTURY BLVD 200 WYOMISSING PA 19610 false false false false true false false false false false false false false false false false false false false false false SALLY REIS RENZULLI PO BOX 6799 WYOMISSING PA 19610 TRUSTEE 1.00 4500 0 0 CAROLE J NEAG PO BOX 6799 WYOMISSING PA 19610 TRUSTEE 0.67 3000 0 0 HEIDI C HOGAN PO BOX 6799 WYOMISSING PA 19610 TRUSTEE 1.00 4500 0 0 NONE DOMANI WEALTH 2755 CENTURY BLVD 200 WYOMISSING PA 19610 FOUNDATION ADMI 145654 DOMANI WEALTH 2755 CENTURY BLVD 200 WYOMISSING PA 19610 INVESTMENT MGMT 145654 N/A 70180351 8663016 1339494 80182861 80182861 1202743 78980118 3949006 3949006 28162 28162 3920844 3920844 3920844 2856406 2856406 3920844 1258425 1258425 2856406 2856406 1064438 1064438 193987 0 193987 193987 THE NEAG FOUNDATION PO BOX 6799 WYOMISSING PA 17610 8558555455 THENEAGFOUNDATION.ORG GRANT APPLICATIONS SHOULD BE SUBMITTED VIA THE FOUNDATION'S WEBSITE USING THE ONLINE APPLICATION. CONTENTS INCLUDE THE NAME AND A BRIEF DESCRIPTION OF THE APPLYING ORGANIZATION, OVERVIEW OF THE SPECIFIC PROJECT FOR WHICH FUNDING IS BEING SOUGHT, THE AMOUNT REQUESTED, CONTACT INFORMATION, AND AN INDICATION OF THE APPLYING ORGANIZATION'S 501(C)3 STATUS. FUNDING IS GRANTED IN SPRING AND FALL. THE APPLICATION WINDOW FOR SPRING FUNDING IS DECEMBER 1 TO FE THE FOUNDATION IS COMMITTED TO PROVIDING GRANTS THAT IMPROVE AND ENHANCE EDUCATION, HEALTHCARE AND THE ARTS. PRIORITY IS GIVEN TO ORGANIZATIONS AND PROGRAMS IN PENNSYLVANIA AND CONNECTICUT. SEE ATTACHED SEE ATTACHED SEE ATTACHED PA 19610 NONE PC SEE ATTACHED 2652284 2652284 14 255173 14 1651327 14 224 18 508124 2414848 2414848 false false false false false false false false false false X X 1 RAYMOND NEAG REVOCABLE TRUST C/O SAVANT 2755 CENTURY BLVD 200 WYOMISSING PA 19610 50000 X 2 R NEAG MRTL TR URD 02-16-2017 C/O SAVANT 2755 CENTURY BLVD 200 WYOMISSING PA 19610 19191635 X X 2 SEE ATTACHED LISTING 6730701 2023-06-29 ACCOUNTING FEES 5069 5069 WEBSITE DEVELOPMENT 2019-03-13 20576 20576 3.0000 WEBSITE DEVELOPMENT 2019-08-01 6859 6668 3.0000 191 FIXED INCOME-SEE ATTACHED 7832509 7335267 EQUITIES-SEE ATTACHED 50313994 62020760 CORNUVUS PHARMACEUTICALS INC 28491 28491 OTHER INVESTMENT ASSETS-SEE ATTACHED AT COST 294327 244216 NORWICH VENTURES 2013 LP AT COST 354687 354687 NORWICH IV: RIGHT TO CONTINGENT PMTS AT COST 420000 420000 27435 27435 EXPENSES BROKER & ADR FEES 9643 9643 CHECK & WIRE FEES 77 77 INSURANCE 11987 11987 NORWICH 2013 K-1 AMORTIZATION 154 154 NORWICH 2013 K-1 PORTFOLIO DE 20782 20782 PA FILING FEE 15 15 PENALTIES & INTEREST 360 PO BOX FEE 464 464 ROUNDING -1 -1 WEBSITE MAINTENANCE & EXPENSE 3861 3861 OTHER INVESTMENT INCOME 224 224 FOUNDATION ADMINISTRATION 170650 170650 INVESTMENT MANAGEMENT 327602 327602 R NEAG MRTL TR URD 02-16-2017 C/O SAVANT 2755 CENTURY BLVD 200 WYOMISSING PA 19610 FEDERAL EXCISE TAX 8500 FOREIGN TAXES 30639 30639