2025-08-22T11:18:06-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2024-01-01 593041353 THE FERDINAND & ANNA DUDA FOUNDATION INC FERD 4073652111 PO BOX 620257 OVIEDO FL 327620257 WENDY CLARK PRESIDENT 4073652111 2025-08-13 1 1 AMY CHAPMAN P00843460 4078021200 2025-07-29 2024 2025-03-06 01:10:19Z X 7510928 X 0 X 5870 5870 132667 132667 15377 149359 15377 153914 153914 0 0 0 4305 2152 2153 28653 28653 0 1299 1299 0 539 0 539 34796 32104 2692 578500 578500 613296 32104 581192 -459382 121810 1245628 662753 662753 391018 499352 499352 2103482 2054338 4603541 1683601 1797749 1612970 644708 594863 132312 0 0 0 6068437 5609055 7510928 0 0 X 5131904 5131904 0 0 936533 477151 6068437 5609055 6068437 5609055 6068437 -459382 0 5609055 0 5609055 PUBLICLY TRADED SECURITIES P 135423 133982 1441 1441 CAPITAL GAINS DIVIDENDS P 13936 13936 13936 15377 1693 0 1693 0 1693 5495 0 0 0 5495 0 3802 3802 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A WENDY CLARK 4073652111 PO BOX 620257 OVIEDO FL 327620257 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDY CLARK PO BOX 620257 OVIEDO FL 327620257 PRESIDENT 1.00 0 0 0 DONNA DUDA PO BOX 620257 OVIEDO FL 327620257 VICE PRESIDENT 0.50 0 0 0 ANN MARIE GAINEY PO BOX 620257 OVIEDO FL 327620257 SECRETARY 0.50 0 0 0 ERIN ARCHEY PO BOX 620257 OVIEDO FL 327620257 TREASURER 0.50 0 0 0 PAMELA REGISTER PO BOX 620257 OVIEDO FL 327620257 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 4556868 1553565 1611781 7722214 0 0 7722214 115833 7606381 380319 380319 1693 1693 378626 0 378626 0 378626 581192 0 581192 378626 0 0 33187 197289 230476 581192 0 0 0 378626 202566 0 0 433042 0 0 0 0 0 0 0 433042 33187 197289 202566 X 4ROOTS 1918 W PRINCETON ST ORLANDO FL 32804 N/A PC CAPITAL CAMPAIGN PLANTER BOX GARDEN SPONSORSHIP YR. 4 25000 ADVENTHEALTH FOUNDATION CENTRAL FLORIDA 800 N MAGNOLIA AVENUE SUITE 600 ORLANDO FL 32803 N/A PC HLVI ELECTROPHYSIOLOGY PROGRAM, YEAR 3 OF 4 25000 CENTRAL FLORIDA ZOO & BOTANICAL GARDENS PO BOX 470309 LAKE MONROE FL 32747 N/A PC DESIGNATED FOR THE ASIAN LANTERN FESTIVAL 5000 COALITION FOR THE HOMELESS OF CENTRAL FL 18 N TERRY AVE ORLANDO FL 32801 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 10000 CONCORDIA SEMINARY ST LOUIS 801 SEMINARY PLACE ST LOUIS MO 631053199 N/A PC ADOPT-A-STUDENT PROGRAMS 25000 GENESIS HOUSE PO BOX 2044 MELBOURNE FL 329022044 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 5000 GIVE HOPE FOUNDATION INC 109 BRANTLEY HALL LANE LONGWOOD FL 32779 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 5000 LUTHERAN COUNSELING SERVICES 1505 ORCHID AVE WINTER PARK FL 32789 N/A PC AUTISM TESTING AND AUTISM ASSESSMENT MATERIALS 20000 LUTHERAN HAVEN 2041 W STATE ROAD 426 OVIEDO FL 32765 N/A PC BENEVOLENCE FUND 50000 MISSION INDIA PO BOX 141312 GRAND RAPIDS MI 495141312 N/A PC FOR THE ADULT LITERACY PROJECT 30000 NO LIMITS ACADEMY 4450 W EAU GALLIE BLVD SUITE 180 MELBOURNE FL 32934 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 10000 ONE PURSE 213 N MILLS AVE ORLANDO FL 32801 N/A PC FOR THE FEASIBILITY STUDY AND MISSION 15000 OPERATION BOOTSTRAP AFRICA 5701 KENTUCKY AVE N SUITE 200 MINNEAPOLIS MN 55428 N/A PC MAASAE GIRLS LUTHERAN SCHOOL SCHOLARSHIP FUND 5000 ORLANDO UNION RESCUE MISSION 1521 W WASHINGTON ST ORLANDO FL 32805 N/A PC OUR-BUS FUND AND FOR PROJECTS TO ADVANCE THE MISSION 35000 PRISON BOOK PROJECT PO BOX 1146 SHARPES FL 32959 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 5000 PROMISED LAND FAMILY MINISTRIES INC 6886 SW 74TH WAY LAKE BUTLER FL 32054 N/A PC EDUCATION FACILITY 5000 RAFTER CROSS COWBOY CHURCH PO BOX 358 WILLISTON FL 32696 N/A PC COWBOY CAMP 3500 REDEEMING LIFE OUTREACH MINISTRIES INC PO BOX 1496 SANFORD FL 327721496 N/A PC PHYSICAL PLANT AND PROGRAM SERVICES 15000 REDLANDS CHRISTIAN MIGRANT ASSOCIATION 402 W MAIN ST IMMOKALEE FL 341423933 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 10000 RIDGECREST FOUNDATION PO BOX 128 RIDGECREST NC 28770 N/A PC DISASTER RECOVERY OR GENERAL FUND 7500 RIVERS OF LIVING WATER MINISTRY INC 2505 FAIRFIELD DRIVE COCOA FL 32926 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 5000 SECOND HARVEST FOOD BANK OF CENTRAL FLA 411 MERCY DRIVE ORLANDO FL 32805 N/A PC FOR PROJECTS TO ADVANCE THE MISSION 10000 SHEPHERDS COLLEGE 1805 15TH AVE UNION GROVE WI 531821597 N/A PC STUDENT LIFE PROGRAM AND SCHOLARSHIP FUND 45000 ST LUKE'S LUTHERAN CHURCH 2021 W STATE ROAD 426 OVIEDO FL 32765 N/A PC BENEVOLENCE FUND (CANTAVE FAMILY) AND GOODS AND GRACE FOOD STORE 20000 ST LUKE'S LUTHERAN SCHOOL 2025 W STATE ROAD 426 OVIEDO FL 32765 N/A PC PRE-K OUTDOOR CLASSROOM AND SPECIALIZED EDUCATION STAFF TRANING 25000 STETSON UNIVERSITY COLLEGE OF LAW 1401 61ST STREET SOUTH GULFPORT FL 337073299 N/A PC MEREDITH E. 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DUDA & SONS, INC COMMON STOCK 307780 1519296 JANUS HENDERSON ENTERPRISE I(JMGRX) 84635 95341 HOOD RIVER SMALL CAP GROWTH INVESTOR (HRSRX) 42000 64584 ALLSPRING SPECIAL MID CAP VLUE INST (WFMIX) 80093 98501 ISHARES CORE S&P TOTAL US STOCKMARKET ETF (ITOT) 103602 232802 ISHARES TR RUS 1000 GRW ETF(IWF) 121087 190751 ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 95400 93213 SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 291707 702124 SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 111037 388958 SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 99928 212487 VANGUARD DEVELOPED MARKETS INDEX FUND ETF (VEA) 270166 330914 VANGUARD SMALL CAP VALUE ETF(VBR) 41698 52518 VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) 314369 411399 SPDR GOLD TR GOLD SHS(GLD) 90836 210653 FLAGLER PARTNERS, LP AT COST 556231 92485 FLAGLER TRUST, LLC AT COST 20 20 CAPITAL ONE NATL ASSN VA CD AT COST 38612 39807 ORGANIZATION COSTS 2475 2475 2475 ACCUMULATED DEPRECIATION -2475 -2475 -2475 FEES & LICENSES 70 0 70 MISCELLANEOUS EXPENSES 469 0 469 MANAGEMENT FEES 28653 28653 0 FOREIGN TAXES PAID 1299 1299 0