2026-07-31T12:01:04-05:00 2025-12-31 232620120 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2025-01-01 050571732 SEIFERT FAMILY FOUNDATION SEIF 6106706182 135 GRANDE BLVD SINKING SPRING PA 19608 KAREN S BORELLI SECRETARY 6106706182 2026-07-29 1 LACEY M QUATSOE P01300865 4078021200 2026-07-29 2025 2025-03-06 01:10:19Z X X 585257 X X 448 448 17267 17267 16783 51906 16783 34498 34498 5000 375 4625 90 0 90 4037 2019 2018 3792 3792 0 99 99 0 13018 6285 6733 9000 9000 22018 6285 15733 12480 28213 31711 29946 29946 283622 296939 555311 315333 326885 585257 0 0 X 0 0 0 0 315333 326885 315333 326885 315333 326885 315333 12480 0 327813 928 326885 PUBLICLY TRADED SECURITIES 51906 35123 16783 16783 16783 392 0 392 0 392 3 0 0 0 3 0 389 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A KAREN S AND SAM BORELLI 6106706182 135 GRANDE BLVD SINKING SPRING PA 19608 0 0 0 0 0 0 0 0 1 2024 1 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL BORELLI 139 GRANDE BLVD SINKING SPRING PA 19608 PRESIDENT 0.25 0 0 0 JILL S TIER 139 GRANDE BLVD SINKING SPRING PA 19608 VICE PRESIDENT 0.25 0 0 0 KAREN S BORELLI 139 GRANDE BLVD SINKING SPRING PA 19608 SECRETARY 0.25 0 0 0 MARCIA R SEIFERT 139 GRANDE BLVD SINKING SPRING PA 19608 TREASURER (UNTIL 12/4/25) 0.25 0 0 0 LEAH V BORELLI 139 GRANDE BLVD SINKING SPRING PA 19608 DIRECTOR 0.25 0 0 0 BENJAMIN D TIER 139 GRANDE BLVD SINKING SPRING PA 19608 DIRECTOR 0.25 0 0 0 SAM BORELLI 139 GRANDE BLVD SINKING SPRING PA 19608 TOP FINANCIAL OFFICER 0.25 0 0 0 BOB TIER 139 GRANDE BLVD SINKING SPRING PA 19608 TOP MANAGEMENT OFFICER (UNTIL 4/18/25) 0.25 5000 0 0 NONE 0 NONE 0 0 504147 45694 0 549841 0 0 549841 8248 541593 27080 27080 392 392 26688 0 26688 0 26688 15733 0 15733 26688 18640 0 0 15733 15733 0 0 0 0 0 0 0 0 0 0 2907 26688 0 0 0 X SAFE PET RESCUE POST OFFICE BOX 840215 ST AUGUSTINE FL 32080 PC CHARITABLE OPERATIONS 2500 ST JOHN'S FOOD PANTRY 12 MADEORE ST ST AUGUSTINE FL 32095 PC CHARITABLE OPERATIONS 2500 MATERIALS RESEARCH SOCIETY 506 KEYSTONE DRIVE WARRENDALE PA 15086 PC CHARITABLE OPERATIONS 4000 9000 0 14 448 14 17267 18 16783 0 34498 0 34498 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4037 2019 2018 AT&T INC 11516 18059 ALTRIA GROUP INC 5837 23064 BRISTOL MYERS SQUIBB COMPANY 5067 10788 CITIGROUP INC 8655 11669 DELL TECHNOLOGIES INC 16829 18882 DUKE ENERGY CORP 4143 11721 ENBRIDGE INC 4978 11766 EVERGY INC 15212 21675 GE HEALTHCARE TECHNOLOGIES INC 15324 16404 INTL BUSINESS MACHINES CORP 10706 22216 JPMORGAN CHASE & CO 5325 48333 MERCK & COMPANY INC 14891 48209 PPL CORP 8862 7004 PFIZER INC 10792 12450 PHILIP MORRIS INTL INC 12281 64160 QUALCOMM INC 6251 8553 SOUTHERN COMPANY 17890 43600 VERIZON COMMUNICATIONS INC 6384 8146 VERTIV HOLDINGS LLC 7893 12151 WALMART INC 11976 25067 WARNER BROS DISCOVERY INC SERA 6403 8531 WASTE MANAGEMENT INC 10939 10986 WELLS FARGO & CO 8809 27960 INVESCO 14212 13631 ISHARES 5276 6154 STATE STREET SPDR 8501 12062 SPDR S&P REGIONAL 9547 12962 STATE STREET ENERGY SELECT SECTOR 8860 8942 VIRTUS 23580 10166 LEGAL FEE 90 0 90 COST BASIS ADJUSTMENTS 928 INVESTMENT MANAGEMENT 3792 3792 0 FOREIGN TAXES 99 99 0