2025-10-02T17:51:58-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2024-01-01 453846013 CDVSJ FOUNDATION CDVS 2127370888 250 W 55TH STREET 1716 NEW YORK NY 10019 STEPHEN MONG PRESIDENT 9178874869 2025-10-01 1 0 BRIAN YACKER P00401346 9492222999 2025-10-01 2024 2025-03-06 01:10:19Z X 2382273 X X 89034 89034 15827 765429 15827 104861 104861 0 0 0 4000 2000 2000 17533 17533 0 250 250 0 21783 19783 2000 579700 579700 601483 19783 581700 -496622 85078 230549 65540 65540 723595 579764 579764 1896331 1736969 1736969 2850475 2382273 2382273 0 0 X 0 0 0 0 2850475 2382273 2850475 2382273 2850475 2382273 2850475 -496622 28420 2382273 0 2382273 PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 765429 749602 15827 15827 15827 1183 0 1183 0 1183 1533 0 0 0 1533 0 350 350 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 2127370888 250 W 55TH STREET 1716 NEW YORK NY 10019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN T MONG 250 W 55TH STREET NEW YORK NY 10019 PRESIDENT 2.00 0 0 0 VIOLA MEEHAN 250 W 55TH STREET NEW YORK NY 10019 SECRETARY 2.00 0 0 0 CYNTHIA SUN 250 W 55TH STREET NEW YORK NY 10019 DIRECTOR 2.00 0 0 0 DAVID MONG 250 W 55TH STREET NEW YORK NY 10019 DIRECTOR 2.00 0 0 0 JOSEPHINE MONG 250 W 55TH STREET NEW YORK NY 10019 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 2459006 264542 0 2723548 0 0 2723548 40853 2682695 134135 134135 1183 1183 132952 0 132952 0 132952 581700 0 581700 132952 0 0 528749 538158 527704 487808 422889 2505308 581700 0 0 0 132952 448748 0 0 2954056 0 0 0 0 0 0 528749 2425307 538158 527704 487808 422889 448748 X ARCHBISHOP RYAN HIGH SCHOOL 11201 ACADEMY RD PHILADELPHIA PA 19154 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 5000 CASTILLEJA SCHOOL 1310 BRYANT ST PALO ALTO CA 94301 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 73500 CORNELL UNIVERSITY CORNELL UNIVERSITY ITHACA NY 14853 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 180000 DANIEL MURPHY SCHOLARSHIP FUND 309 W WASHINGTON SUITE 1250 CHICAGO IL 60606 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 10000 EVANS SCHOLARS FOUNDATION ONE BRIAR ROAD GOLF IL 60029 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 20000 HORACE MANN SCHOOL 231 W 246TH ST BRONX NEW YORK NY 10471 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 15000 LOYOLA ACADEMY 1100 LARAMIE AVE WILMETTE IL 60091 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 45200 NY MAIRONIS LITHUANIAN SCHOOL 6068 68TH AVE RIDGEWOOD NY 11385 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 2000 PHILLIPS EXETER ACADEMY 20 MAIN ST EXETER NH 03833 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 50000 SAN FRANCISCO GLENS PO BOX 170608 SAN FRANCISCO CA 94117 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 15000 SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 30000 SCHOOLS OF THE SACRED HEART SAN FRANCISCO 2222 BROADWAY ST SAN FRANCISCO CA 94115 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 90000 ST JOSEPH'S UNIVERSITY 5600 CITY AVE PHILADELPHIA PA 19131 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 40000 WASHINGTON UNIVERSITY OF ST LOUIS 1 BROOKINGS DR ST LOUIS MO 63130 NONE PC TO HELP PROVIDE THE HIGHEST LEVEL OF ACADEMIC EXCELLENCE TO THE STUDENTS. 4000 579700 0 14 89034 18 15827 0 104861 0 104861 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4000 2000 2000 CORPORATE STOCK 1736969 1736969 579764 579764 0 0 UNREALIZED GAIN 28420 ADVISORY FEES 17533 17533 0 NY REGISTRATION FEE 250 250 0