2025-03-20T15:25:20-05:00 2024-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 101670008 990PF 2024-01-01 261102664 THE VELAJ FOUNDATION VELA 2039123731 PO BOX 110306 STAMFORD CT 069110306 ALEXANDER VELAJ PRESIDENT 2039123731 2025-03-20 1 1 JOSEPH L ALI CPA P02093808 2122862600 2025-03-20 2024 2025-03-06 01:10:19Z X 4011798 X X 508 508 116823 116823 323748 678567 323748 151 151 441230 441230 110400 16560 93840 7344 1102 6242 2699 0 2699 11016 0 11016 19922 19922 0 3058 158 0 10338 0 10338 10412 0 10412 175189 37742 134547 202200 202200 377389 37742 336747 63841 403488 11732 4573 4573 11149 20801 20801 437006 414599 656924 3479405 3563160 3329500 3939292 4003133 4011798 0 0 X 3939292 4003133 3939292 4003133 3939292 4003133 3939292 63841 0 4003133 0 4003133 PUBLICLY TRADED SECURITIES 481667 354819 126848 126848 CAPITAL GAINS DIVIDENDS P 196900 196900 196900 323748 5608 0 5608 0 5608 1500 0 0 0 1500 0 4108 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A ALEXANDER VELAJ 2039123731 PO BOX 110306 STAMFORD CT 069110306 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXANDER VELAJ PO BOX 110306 STAMFORD CT 069110306 DIRECTOR, PRESIDENT 40.00 92400 0 0 PATRICIA WELLS VELAJ PO BOX 110306 STAMFORD CT 069110306 DIRECTOR, VP, TREASURER, SECRETARY 1.50 14000 0 0 GRACE C VELAJ PO BOX 110306 STAMFORD CT 069110306 DIRECTOR, PROGRAM OFFICER 1.00 4000 0 0 NONE 0 NONE 0 0 4005197 34503 0 4039700 0 0 4039700 60596 3979104 198955 198955 5608 5608 193347 0 193347 0 193347 336747 0 336747 193347 0 0 103457 107018 130276 144428 174851 660030 336747 0 0 0 193347 143400 0 0 803430 0 0 0 0 0 0 103457 699973 107018 130276 144428 174851 143400 X EDUCATION FOR EMPLOYMENT 1660 L STREET NW SUITE 460 WASHINGTON DC 200365680 N/A PC CAPITAL CAMPAIGN 5000 EDUCATION FOR EMPLOYMENT 1660 L STREET NW SUITE 460 WASHINGTON DC 200365680 N/A PC INNOVATION AWARD 75000 FAMILY CENTERS INC 40 ARCH STREET GREENWICH CT 068306525 N/A PC ADULT LITERACY PROGRAM 25000 FILLING IN THE BLANKS 346 MAIN AVENUE 3A NORWALK CT 068511591 N/A PC WEEKEND FOOD 15000 FINAL VICTORY ANIMAL RESCUE 1417 CROSSING CREEK ROAD EASTOVER SC 290449460 N/A PC GENERAL OPERATING SUPPORT 2000 GREENWICH SCHOLARSHIP ASSOCIATION PO BOX 4627 GREENWICH CT 068310412 N/A PC SCHOLARSHIPS 2000 KU ENDOWMENT PO BOX 928 LAWRENCE KS 660440928 N/A PC HOPKINS SCHOLARSHIP 2000 MILL RIVER COLLABORATIVE 1010 WASHINGTON BOULEVARD SUITE 2-9 STAMFORD CT 069012203 N/A PC YOUTH WORKPLACE DEVELOPMENT 15000 STAMFORD HOSPITAL FOUNDATION 3001 SUMMER STREET STAMFORD CT 069054317 N/A PC WOMEN AND BABIES CENTER 30000 STAMFORD HOSPITAL FOUNDATION 3001 SUMMER STREET STAMFORD CT 069054317 N/A PC VAN MUNCHING REHABILITATION UNIT 1200 STAMFORD MUSEUM AND NATURE CENTER 39 SCOFIELDTOWN ROAD STAMFORD CT 069034096 N/A PC ASTRONOMY CENTER 30000 202200 0 14 508 14 116823 14 151 18 323748 0 441230 0 441230 0 0 0 0 0 0 0 0 0 0 ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION 11016 0 11016 ADOBE INC (ADBE) 17.000 SHARES 8279 7560 ALPHABET INC-CL C (GOOG) 184.000 SHARES 13047 35041 AMAZON.COM INC (AMZN) 141.000 SHARES 21147 30934 AMEREN CORP (AEE) 53.000 SHARES 4793 4724 AMERICAN ELECTRIC POWER (AEP) 56.000 SHARES 4265 5165 APPLE INC (AAPL) 131.000 SHARES 8059 32805 AUTOZONE INC (AZO) 1.000 SHARES 3104 3202 BAKER HUGHES CO (BKR) 201.000 SHARES 6782 8245 BANK OF AMERICA CORP (BAC) 201.000 SHARES 5476 8834 BOOZ ALLEN HAMILTON HOLDINGS (BAH) 15.000 SHARES 1242 1931 BROADCOM INC (BC) 87.00 SHARES 10249 20170 CAMECO CORP (CCJ) 81.000 SHARES 3164 4163 CDW CORPORATION (CDW) 16.000 SHARES 1259 2785 CHARLES SCHWAB CORP NEW (SCHW) 147.000 SHARES 10282 10879 CHEVRON CORPORATION (CVX) 13.000 SHARES 1478 1883 COCA COLA COMPANY (KO) 100.000 SHARES 5473 6226 COMCAST CORP (CMCSA) 194.000 SHARES 7846 7281 CONSTELLATION BRANDS INC (STZ) 21.000 SHARES 4822 4641 CORTEVA INC (CTVA) 100.000 SHARES 5300 5696 COSTCO WHOLESALE CORP-NEW (COST) 5.000 SHARES 1608 4581 CSX CORPORATION (CSX) 286.000 SHARES 8268 9229 DEERE & CO (DE) 12.000 SHARES 4854 5084 DIGITAL REALTY TRUST INC (DRL) 28.000 SHARES 5168 4965 EATON CORPORATION PLC (ETN) 30.000 SHARES 2729 9956 EDWARDS LIFESCIENCES CORP (EW) 42.000 SHARES 3419 3109 EOG RES INC (EOG) 74.000 SHARES 6640 9071 FISERV INC (FI) 32.000 SHARES 5978 6573 GE VERNOVA LLC (GEV) 20.000 SHARES 3269 6579 GOLDMAN SACHS GROUP INC (GS) 21.000 SHARES 5795 12025 HOME DEPOT INC (HD) 25.000 SHARES 7871 9725 HONEYWELL INTERNATIONAL INC (HON) 19.000 SHARES 4069 4292 HUBSPOT INC (HUBS) 5.000 SHARES 2775 3484 HYATT HOTELS CORP (H) 16.000 SHARES 1567 2512 IQVIA HOLDINGS INC (IQV) 43.000 SHARES 8776 8450 KLA CORPORATION (KLAC) 7.000 SHARES 3001 4411 LABCORP HOLDINGS INC (LH) 19.000 SHARES 4490 4357 LINDE PLC (LIN) 14.000 SHARES 4140 5861 LYONDELLBASELL INDUSTRIES (LYB) 79.000 SHARES 6614 5867 MEDTRONIC PLC (MDT) 108.000 SHARES 11387 8627 MERCK & CO INC (MRK) 49.000 SHARES 6146 4875 META PLATFORMS INC CLASS A (META) 41.000 SHARES 10421 24006 MICROSOFT CORP (MSFT) 122.000 SHARES 23483 51423 NIKE INC (NKE) 55.000 SHARES 4192 4162 NVIDIA CORP (NVDA) 352.000 SHARES 4527 47270 NXP SEMICONDUCTORS N V (NXPI) 36.000 SHARES 5895 7483 ORACLE CORPORATION (ORCL) 77.000 SHARES 5879 12831 OTIS WORLDWIDE CORPORATION (OTIS) 49.000 SHARES 3676 4538 PACCAR INC (PCAR) 59.000 SHARES 4374 6137 PENTAIR PLC (PNR) 27.000 SHARES 2368 2717 PROCTER & GAMBLE CO (PG) 39.000 SHARES 5652 6538 PROGRESSIVE CORP-OHIO (PGR) 38.000 SHARES 4127 9105 PROLOGIS INC (PLD) 60.000 SHARES 6452 6342 QUALCOMM INC (QCOM) 15.000 SHARES 1883 2304 REGENERON PHARMACEUTICALS INC (REGN) 5.000 SHARES 3857 3562 ROCHE HOLDING LTD (RHHBY) 145.000 SHARES 6166 5058 SERVICENOW INC (NOW) 2.000 SHARES 938 2120 STARBUCKS CORP (SBUX) 45.000 SHRES 4243 4106 T MOBILE US INC (TMUS) 39.000 SHARES 4998 8608 TAIWAN SEMICONDUCTOR MFG CO (TSM) 27.000 SHARES 4823 5332 THERMO FISHER SCIENTIFIC INC (TMO) 11.000 SHARES 5494 5723 UNITEDHEALTH GROUP INC (UNH) 35.000 SHARES 11865 17705 VERTEX PHARMACEUTICALS INC (VRTX) 16.000 SHARES 4112 6443 VISA INC (V) 80.000 SHARES 15714 25283 WALMART INC (WMT) 180.000 SHARES 7562 16263 WALT DISNEY CO (DIS) 78.000 SHARES 7651 8685 WATERS CORP (WAT) 15.000 SHARES 4283 5565 WELLS FARGO & CO (WFC) 173.000 SHARES 6988 12152 WESTERN DIGITAL CORP (WDC) 28.000 SHARES 1915 1670 WILLIS TOWERS WATSON PUBLIC (WTW) 12.000 SHARES 2571 3759 ZOETIS INC (ZTS) 26.000 SHARES 3859 4236 AB ALL MARKET REAL RETURN PORTFOLIO CL 1 (AMTYX) 19,950.096 SHARES AT COST 183722 174364 AB DISCOVERY GRWTH FUND-ADV (CHCYX) 1,979.428 SHARES AT COST 26056 26406 AB DISCOVERY VALUE FUND-ADV (ABYSX) 1,548.826 SHARES AT COST 30003 33346 AB GLOBAL BOND FUND-ADV (ANAYX) 43,969.736 SHARES AT COST 328753 302072 AB INTERNATIONAL STRATEGIC EQI PORTFOLIO ADV (SIMTX) 19,903.611 SHARES AT COST 217736 252975 AB MULTI- MANAGER ALTERNATIVE FUND (AB15670) 35,659.059 SHARES AT COST 378855 405140 AB SELECT US EQUITY PORT-ADV (AUUYX) 5,132.937 SHARES AT COST 91815 112565 AB SMALL CAP CORE PORTFOLIO ADV CL (SCRYX) 1,895.903 SHARES AT COST 21133 22732 AB SUSTAINABLE GLOBAL THEMEMATIC FUND CL ADV (ATEYX) 1,342.060 SHARES AT COST 236641 210489 BERNSTEIN EMERGING MARKETS PORTFOLIO (SNEMX) 1,316.990 SHARES AT COST 34648 35559 BERNSTEIN INTERMEDIATE DURATION PORTFOLIO (SNIDX) 62,275.459 SHARES AT COST 802934 690635 OVERLAY A PORTFOLIO CLASS 2 (SAOTX) 62,672.156 SHARES AT COST 714895 635496 OVERLAY B PORTFOLIO CLASS 2 (SBOTX) 47,261.997 SHARES AT COST 495969 427721 GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 2699 0 2699 BANK FEES 300 0 300 FILING FEES 370 0 370 INSURANCE EXPENSE 1026 0 1026 OFFICE AND OTHER EXPENSES 6492 0 6492 PAYROLL PROCESSING 1692 0 1692 POST OFFICE BOX RENTAL 532 0 532 SECURITIES LITIGATION PROCEEDS 151 151 151 INVESTMENT MANAGEMENT AND ADVISORY 19922 19922 0 FEDERAL EXCISE TAX PAID 2900 0 0 FOREIGN TAXES WITHHELD 158 158 0