2025-06-03T13:14:28-05:00 2024-12-31 231130381 STRADLEY RONON STEVENS & YOUNG LLP 30 VALLEY STREAM PARKWAY MALVERN PA 193551481 990PF 2024-01-01 462374941 HUNG FOUNDATION HUNG 6106405800 CO DJW 30 VALLEY STREAM PKWY MALVERN PA 19355 PAULINE HUNG ACTING PRESIDENT 6106405800 2025-06-03 1 0 DAVID J WINKOWSKI ESQUIRE P01220305 6106405800 2024 2025-03-06 01:10:19Z X 1072784 X X 536 536 17981 17981 12902 104483 12902 31419 31419 0 0 0 13503 0 0 5395 0 0 514 0 0 19412 0 0 17500 17500 36912 0 17500 -5493 31419 16079 49953 49953 354919 353300 737002 202326 164578 285829 573324 567831 1072784 0 0 X 0 0 0 0 573324 567831 573324 567831 573324 567831 573324 -5493 0 567831 0 567831 30 SHARES HOME DEPOT INC P 2024-11-04 11831 6540 5291 5291 116 SHARES PAYCHEX INC P 2024-11-04 16142 4853 11289 11289 102 SHARES VANGUARD SMALL CAP V ETF P 2024-11-04 20339 15102 5237 5237 80 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF P 2024-11-04 4023 3814 209 209 139 SHARES BRISTOL MYERS SQUIBB CO P 2024-12-12 7815 7020 795 795 100 SHARES BRISTOL MYERS SQUIBB CO P 2024-12-12 5622 5051 571 571 182 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF P 2024-12-12 9152 8677 475 475 235 SHARES ISHARES INTL SELECT DIVIDEND ETF P 2024-12-12 6700 7798 -1098 -1098 71 SHARES ISHARES INTL SELECT DIVIDEND ETF P 2024-12-12 2025 2356 -331 -331 824 SHARES PFIZER INC P 2024-12-12 20834 30370 -9536 -9536 12902 437 0 437 0 437 520 0 0 0 520 0 83 83 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A DAVID J WINKOWSKI ESQUIRE 4843231347 30 VALLEY STREAM PARKWAY MALVERN PA 19355 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAULINE HUNG C/O DAVID WINKOWSKI STRADLEY RONON 30 VALLEY STREAM PKWY MALVERN PA 19355 ACTING PRESIDENT AND DIRECTOR 5.00 0 0 0 CLARK HUNG C/O DAVID WINKOWSKI STRADLEY RONON 30 VALLEY STREAM PKWY MALVERN PA 19355 DIRECTOR 5.00 0 0 0 EILEEN HUNG C/O DAVID WINKOWSKI STRADLEY RONON 30 VALLEY STREAM PKWY MALVERN PA 19355 TREASURER, SECRETARY AND DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 1037601 19519 0 1057120 0 0 1057120 15857 1041263 52063 52063 437 437 51626 0 51626 0 51626 17500 0 17500 51626 1014 0 0 17500 1014 0 0 16486 0 0 0 0 0 0 0 0 35140 0 0 0 X NAPLES BOTANICAL GARDEN 4820 BAYSHORE DR NAPLES FL 34112 N/A 501 (C)(3) GRANT TO ANOTHER 501 (C)(3) ORGANIZATION 5000 NAPLES UNITED METHODIST CHURCH 388 1ST AVE NAPLES FL 34102 NA 501 (C)(3) GRANT TO ANOTHER 501 (C)(3) ORGANIZATION 7500 LINDA DUNN FOUNDATION 980 8TH AVENUE SOUTH NAPLES FL 34102 N/A 501 (C)(3) GRANT TO ANOTHER 501 (C)(3) ORGANIZATION 5000 17500 0 523000 536 14 17981 18 12902 536 30883 0 31419 0 0 0 0 0 0 0 0 0 0 ABBVIE INC 9260 28254 DUKE ENERGY CORP 13084 12929 EXXON MOBIL CORP 8524 13124 GOLDMAN SACHS GROUP INC 13078 12598 HOME DEPOT INC 73684 131479 JOHNSON & JOHNSON 12007 16631 JP MORGAN CHASE & CO 6955 11985 MERCK & CO INC 11488 20095 META PLATFORMS INC 11231 38058 MICROSOFT CORP 150048 409698 MORGAN STANLEY & CO 13086 12823 PROCTER & GAMBLE CO 5348 6371 SOUTHERN COMPANY 12967 12760 VERIZON COMMUNICATIONS 12540 10197 CONSUMER STAPLES SELECT SECTOR SPDR ETF AT COST 25539 30972 ENERGY SELECT SECTOR SPDR ETF AT COST 21486 29981 FINANCIAL SELECT SECTOR SPDR ETF AT COST 11153 16142 ISHARES RUSSELL 3000 AT COST 29835 60165 TECHNOLOGY SELECT SECTOR SPDR ETF AT COST 25310 65338 VANGUARD DIVIDEND APPRECIATION AT COST 21511 30941 VANGUARD GROWTH ETF AT COST 11220 29962 VANGUARD HIGH DIVIDE ETF YIELD INDEX FUNDS AT COST 18524 22328 LEGAL FEES 13503 0 0 INVESTMENT ADVISORY FEES 5395 0 0 0 0 0 2023 TAXES ON NET INVESTMENT INCOME 514 0 0