2025-06-30T08:07:58-05:00 2024-11-30 133648163 REGEN BENZ & MACKENZIE CPA'S PC 57 WEST 38TH STREET THIRD FLOOR NEW YORK NY 10018 990PF 2023-12-01 134036105 SAVIO & PATTY TUNG FOUNDATION INC SAVI 9147410800 5 GATEHOUSE ROAD SCARSDALE NY 10583 SAVIO TUNG TRUSTEE 9147410800 2025-06-26 1 1 SAL MARRA P01294469 2126612720 2023 2025-03-06 01:10:19Z X 210892 X 85100 7132 7132 -424 146419 0 91808 7132 0 0 0 416 0 416 400 0 400 3701 0 3701 4517 0 4517 22600 22600 27117 0 27117 64691 7132 73134 73134 27499 1543 1543 117818 135331 136215 145317 210008 210892 0 0 X 145317 210008 0 0 0 0 145317 210008 145317 210008 145317 64691 0 210008 0 210008 JP MORGAN #0233 P 2024-11-30 32166 32146 20 20 JP MORGAN #0233 P 2024-11-30 114253 114697 -444 -444 -424 99 0 99 0 99 0 0 0 0 0 0 99 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A PATTY TUNG 9147410800 5 GATEHOUSE ROAD SCARSDALE NY 10583 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAVIO TUNG 5 GATEHOUSE ROAD SCARSDALE NY 10583 TRUSTEE 0.00 0 0 0 PATTY TUNG 5 GATEHOUSE ROAD SCARSDALE NY 10583 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 126793 14520 0 141313 0 0 141313 2120 139193 6960 6960 99 99 6861 0 6861 0 6861 27117 0 27117 6861 0 0 1104 73 2837 4014 27117 0 0 0 6861 20256 0 0 24270 0 0 0 0 0 0 0 24270 1104 73 2837 20256 X HARVARD FACULTY OF ARTS & SCIENCES 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 CHARITABLE CONTRIBUTION 3000 COLUMBIA UNIVERSITY OFFICE OF ALUMNI&DEVELOPMENT 622 W 113TH ST NEW YORK NY 10025 CHARITABLE CONTRIBUTION 5000 COLUMBIA UNIVERSITY OFFICE OF ALUMNI&DEVELOPMENT 622 W 113TH ST NEW YORK NY 10025 CHARITABLE CONTRIBUTION 2100 GIVECAMPUS 99 M ST SE WASHINGTON DC 20003 CHARITABLE CONTRIBUTION 2500 COLUMBIA ENGINEERING 500 W 120TH STREET 510 NEW YORK NY 10027 CHARITABLE CONTRIBUTION 10000 22600 0 14 7132 18 -424 0 6708 0 6708 0 0 0 0 0 0 0 0 0 0 X X 1 SAVIO W PATTY P TUNG 5 GATEHOUSE ROAD SCARSDALE NY 10583 75100 X 2 KEVIN YA Y TUNG 5 GATEHOUSE ROAD SCARSDALE NY 10583 10000 X FEDERATED HRMS ULTRASHORT BD AT COST 3978 4021 FIDELITY ADV CONSERVATIVE INCOME BOND AT COST 6201 6213 JP MORGAN EXCHANGE TRADED FUND AT COST 22682 22766 JP MORGAN SHORT DURATION BOND FUND AT COST 19549 19917 LORD ABBETT INVT TR ULTRA SHORT BD AT COST 13633 13706 PGIM ETF TRUST PGIM ULTRA SHORT BOND AT COST 9089 9112 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND AT COST 15281 15311 PIMCO LOW DURATION FUND INSTL CL AT COST 2745 2742 SPDR SERIES TRUST SPDR PORTFOLIO SHORT TERM CORPORATE BOND AT COST 3428 3423 VANGUARD BD INDEX FDS ULTRA SHORT BOND AT COST 6772 6824 VANGUARD FIXED INCOME SECS FD ULTRA SHRT TRM BD AT COST 14590 14693 VANGUARD SHORT TERM BOND ETF AT COST 5348 5429 VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES INDEX FUND AT COST 4087 4116 WISDOMTREE TRUST WISDOMTREE FLOATING RATE TREASURY FUND AT COST 7948 7942 DUES AND FEES 576 0 576 ACCOUNTING 3100 0 3100 MISC 25 0 25 FEDERAL TAX 366 0 366 NYS TAX 50 0 50