2026-08-17T08:28:43-05:00 2025-12-31 231386942 CAMPBELL RAPPOLD & YURASITS LLP 1033 S CEDAR CREST BLVD ALLENTOWN PA 181035443 990PF 2025-01-01 222579082 CARL E & EMILY WELLER FOUNDATION CARL 6106918670 CO 91 SUTTON PLACE EASTON PA 18045 ALAN ABRAHAM TRUSTEE 6106918670 2026-08-13 1 TARA L BENDER CPA P00299403 6104357489 2026-08-13 2025 2025-03-06 01:10:19Z X 2861448 X X 11 11 79123 79123 120672 209317 120672 3928 3928 203734 203734 6780 2035 4745 6425 3213 3212 3564 0 0 6921 5509 0 23690 10757 7957 137525 137525 161215 10757 145482 42519 192977 1508 2471 2471 110826 140430 140430 1082429 1068194 1765260 383854 388854 374205 570178 590150 579082 2148795 2190099 2861448 1349 134 1349 134 X 2147446 2189965 2147446 2189965 2148795 2190099 2147446 42519 0 2189965 0 2189965 SALE OF PUBLICLY TRADED SECURITIES - LT P 139955 88645 51310 51310 CAPITAL GAINS DIVIDENDS P 69362 69362 69362 120672 2682 0 2682 0 2682 2548 0 2840 0 5388 0 2706 2706 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A ALAN ABRAHAM CPA 6109055995 91 SUTTON PLACE EASTON PA 18045 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN ABRAHAM 91 SUTTON PLACE EASTON PA 18045 TRUSTEE 1.00 1356 0 0 NATHAN HAGSTROM 5955 LORI COURT BETHLEHEM PA 18034 TRUSTEE 0.50 1356 0 0 JOHN C HAYES 1804 WOODS HOLLOW LANE ALLENTOWN PA 18103 TRUSTEE 0.50 1356 0 0 SUSAN JONES 1043 N 30TH STREET ALLENTOWN PA 18104 TRUSTEE 0.50 1356 0 0 RONALD MACAULAY 3253 GOLDEN KEY ROAD NEW TRIPOLI PA 18066 TRUSTEE 0.50 1356 0 0 NONE 0 NONE 0 0 2647962 113651 0 2761613 0 0 2761613 41424 2720189 136009 136009 2682 2682 133327 0 133327 0 133327 145482 0 145482 133327 0 0 3829 6734 13750 10015 12720 47048 145482 0 0 0 133327 12155 0 0 59203 0 0 0 0 0 0 3829 55374 6734 13750 10015 12720 12155 X LEHIGH VALLEY HEALTH NETWORK 1401 NW CEDAR CREST BLVD ALLENTOWN PA 18104 PC ASSIST IN OPERATION OF HEALTH EDUCATION CENTER 137525 137525 0 14 11 14 79123 14 3928 18 120672 0 203734 0 203734 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 1575 788 787 AUDIT 4850 2425 2425 BOND FUNDS - DETAILS AVAILABLE ON REQUEST 388854 374205 EQUITY FUNDS - DETAILS AVAILABLE ON REQUEST 1068194 1765260 EXCHANGE TRADED FUNDS - DETAILS AVAILABLE ON REQUEST AT COST 590150 579082 INVESTMENT MANAGEMENT 5509 5509 0 BANK FEES 15 0 0 INSURANCE 1269 0 0 OTHER 128 0 0 CLASS ACTION SETTLEMENT INCOME 3928 3928 3928 EXCISE TAX PAYABLE 1349 134 FOREIGN TAXES PAID 882 0 0 EXCISE TAXES PAID 2682 0 0