2026-02-18T18:09:51-06:00 2025-11-30 133648163 REGEN BENZ & MACKENZIE CPA'S PC 57 WEST 38TH STREET THIRD FLOOR NEW YORK NY 10018 990PF 2024-12-01 134036105 SAVIO & PATTY TUNG FOUNDATION INC SAVI 9147410800 5 GATEHOUSE ROAD SCARSDALE NY 10583 SAVIO TUNG TRUSTEE 9147410800 2026-02-18 1 1 SAL MARRA P01294469 2126612720 2024 2025-03-06 01:10:19Z X 276274 X 112500 21 21 8450 8450 293 72253 293 121264 8764 0 0 0 1550 0 1550 174 0 174 2306 0 770 4030 0 2494 52500 52500 56530 0 54994 64734 8764 73134 69869 69869 1543 1423 1423 135331 203450 204982 210008 274742 276274 0 0 X 210008 274742 0 0 0 0 210008 274742 210008 274742 210008 64734 0 274742 0 274742 JP MORGAN #0233 P 2025-11-30 60531 60385 146 146 JP MORGAN #0233 P 2025-11-30 11717 11575 142 142 CAPITAL GAINS DIVIDENDS P 5 5 5 293 122 0 122 0 122 0 0 0 0 0 0 122 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A PATTY TUNG 9147410800 5 GATEHOUSE ROAD SCARSDALE NY 10583 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAVIO TUNG 5 GATEHOUSE ROAD SCARSDALE NY 10583 TRUSTEE 0.00 0 0 0 PATTY TUNG 5 GATEHOUSE ROAD SCARSDALE NY 10583 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 170598 1483 0 172081 0 0 172081 2581 169500 8475 8475 122 122 8353 0 8353 0 8353 54994 0 54994 8353 0 0 1104 73 2837 20256 24270 54994 0 0 0 8353 46641 0 0 70911 0 0 0 0 0 0 0 70911 1104 73 2837 20256 46641 X COLUMBIA UNIVERSITY 622 W 113TH ST NEW YORK NY 10025 CHARITABLE CONTRIBUTION 25000 GIVECAMPUS 99 M ST SE WASHINGTON DC 20003 CHARITABLE CONTRIBUTION 2500 HARVARD FACULTY OF ARTS & SCIENCES 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 CHARITABLE CONTRIBUTION 20000 COLUMBIA UNIVERSITY VAGELOS COLLEGE OF PHYSICIANS AND SURGEONS 630 W 168TH ST NEW YORK NY 10031 CHARITABLE CONTRIBUTION 5000 52500 0 14 21 14 8450 18 293 0 8764 0 8764 0 0 0 0 0 0 0 0 0 0 X X 1 SAVIO W PATTY P TUNG 5 GATEHOUSE ROAD SCARSDALE NY 10583 112500 X PROFESSIONAL FEES 1550 0 1550 FEDERATED HRMS ULTRASHORT BD AT COST 3228 3267 FIDELITY ADV CONSERVATIVE INCOME BOND AT COST 6592 6602 JP MORGAN EXCHANGE TRADED FUND ULTRA SHORT AT COST 27061 27241 JP MORGAN SHORT DURATION BOND FUND AT COST 22213 22724 LORD ABBETT INVT TR ULTRA SHORT BD AT COST 17307 17415 PGIM ETF TRUST PGIM ULTRA SHORT BOND AT COST 12083 12125 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND AT COST 20162 20197 PIMCO LOW DURATION FUND INSTL CL AT COST 5670 5731 VANGUARD BD INDEX FDS ULTRA SHORT BOND AT COST 7742 7815 VANGUARD FIXED INCOME SECS FD ULTRA SHRT TRM BD AT COST 19938 20075 VANGUARD SHORT TERM BOND ETF AT COST 7186 7235 VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES INDEX FUND AT COST 5907 6027 BAIRD FDS INC AT COST 9453 9472 BBH LIMITED DURATION FUND AT COST 10987 11053 J P MORGAN EXCHANGE LIMITED DURATION AT COST 10199 10271 PUTNAM ULTRA SHORT DURATION INCOME FD CL RS AT COST 11326 11336 VANGUARD SCOTTSDALE FUNDS ST AT COST 6396 6396 DUES AND FEES 745 0 745 MISC 25 0 25 PENALTIES 1536 0 0 EXERCISE TAX 99 0 99 NYS TAX 75 0 75