2026-04-23T14:14:14-05:00 2025-12-31 393509305 SCHULMAN LOBEL ADVISORS LLC 1001 AVENUE OF THE AMERICAS NEW YORK NY 10018 990PF 2025-01-01 474714136 SUNG FAMILY FOUNDATION SUNG 2128685781 CO SCHULMAN 1001 6TH AVENUE 2ND FL NEW YORK NY 10018 MICHAEL L SUNG PRESIDENT 2123380011 2026-04-22 1 DAVID M BARRETT CPA P00336016 2128685781 2025 2025-03-06 01:10:19Z X 1148244 X X 12300 12300 12300 2817 61008 2817 15117 15117 12300 0 0 0 0 1375 0 0 0 1510 300 0 0 332 232 0 0 3217 532 0 0 25000 25000 28217 532 0 25000 -13100 14585 12300 3245 36639 36639 573745 527251 1111605 576990 563890 1148244 0 0 X 576990 563890 576990 563890 576990 563890 576990 -13100 0 563890 0 563890 MORGAN STANLEY 61008 58191 2817 2817 2817 0 203 0 203 0 203 600 0 0 0 600 0 397 397 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A MICHAEL L SUNG 2128685781 88 MILBANK AVE GREENWICH CT 06830 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL L SUNG 88 MILBANK AVE GREENWICH CT 06830 PRESIDENT 5.00 0 0 0 SUSANNAH SUNG 88 MILBANK AVE GREENWICH CT 06830 VICE PRES/TREASURER 5.00 0 0 0 NONE 0 NONE 0 0 1114801 12715 0 1127516 0 0 1127516 16913 1110603 55530 55530 203 203 55327 0 55327 0 55327 25000 0 25000 55327 0 0 2735 3398 8565 14698 25000 0 0 0 25000 0 14698 14698 0 0 0 0 0 15629 0 0 0 MICHAEL L SUNG MICHAEL L SUNG 88 MILBANK AVE GREENWICH CT 06830 2128685781 WRITTEN NONE NONE RYE COUNTRY DAY SCHOOL 3 CEDAR STREET RYE NY 10580 NONE NC FUNDING 15000 WINSTON PREPARATORY SCH 57 W ROCKS RD NORWALK CT 06851 NONE NC FUNDING 10000 25000 0 14 12300 14 2817 0 15117 0 15117 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1375 0 0 0 VANGUARD TOTAL BOND MARKET (BND) AT COST 105892 94619 VANGUARD TTL STK MKT ETF (VTI) AT COST 152278 303789 ISHARES MSCI KLD 400 SCL ETF (DSI) AT COST 30356 52779 VANGUARD SMALL CAP ETF (VB) AT COST 32431 39931 APPLE INC (AAPL) AT COST 40593 83775 BEIERSDORF AG UNSPONS ADR (BDRFY) AT COST 24751 24206 PALANTIR TECHNOLOGIES INC CL A (PLTR) AT COST 37541 266625 SPROUTS FARMERS MARKET INC (SFM) AT COST 32379 125879 TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) AT COST 42190 97152 VERIZON COMMUNICATIONS (VZ) AT COST 28840 22850 NYS ANNUAL FILING FEES 100 0 0 0 INVESTMENT EXPENSES 232 232 0 0 IRS EXCISE TAX 1210 0 0 0 FOREIGN TAX PAID (ON DIVIDENDS) 300 300 0 0