2024-05-14T10:45:32-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2023-01-01 460901163 MARIAN FAMILY FOUNDATION MARI 6104206545 12 SUNRISE PLACE RED BANK NJ 07701 KEUN HO CHONG CHAIRMAN 6106441109 2024-05-08 1 KEUN HO CHONG XXX-XX-XXXX 1 ERICA K BORTZ CPA P00957468 6104335501 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1101247 X X 26 26 23271 13176 -11858 540812 0 7100 0 18539 13202 0 0 0 1665 832 833 7707 7707 0 350 350 0 9722 8889 833 50900 50900 60622 8889 51733 -42083 4313 22952 15813 15813 20424 42984 42984 757962 700458 1042450 801338 759255 1101247 0 0 X 801338 759255 801338 759255 801338 759255 801338 -42083 0 759255 0 759255 SALE OF PUBLICLY TRADED SECURITIES P 456270 469248 -12978 -12978 SALE OF PUBLICLY TRADED SECURITIES P 83656 83422 234 234 CAPITAL GAINS DIVIDENDS P 886 886 886 -11858 60 0 60 0 60 600 0 0 0 600 0 540 540 0 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A KEUN HO CHONG 6104206545 12 SUNRISE PLACE RED BANK NJ 07701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEUN HO CHONG 12 SUNRISE PLACE RED BANK NJ 07701 CHAIRMAN/DIRECTOR 1.00 0 0 0 SOON OK CHONG 12 SUNRISE PLACE RED BANK NJ 07701 PRESIDENT/DIRECTOR 1.00 0 0 0 RAYMOND CHONG 71 PINE PLACE DEMAREST NJ 07627 DIRECTOR 1.00 0 0 0 JIYOON CHOI 71 PINE PLACE DEMAREST NJ 07627 DIRECTOR 1.00 0 0 0 JONATHAN CHONG 12 SUNRISE PLACE RED BANK NJ 07701 TREASURER/DIRECTOR 1.00 0 0 0 KYISUN LEE 12 SUNRISE PLACE RED BANK NJ 07701 DIRECTOR 1.00 0 0 0 JOONKEUN YOO 40 ERIN COURT ATLANTIC HIGHLANDS NJ 07716 SECRETARY/DIRECTOR 1.00 0 0 0 JOO MYUNG LEE 40 ERIN COURT ATLANTIC HIGHLANDS NJ 07716 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 996007 62580 0 1058587 0 0 1058587 15879 1042708 52135 52135 60 60 52075 7100 59175 0 59175 51733 0 51733 59175 20811 0 0 51733 20811 0 0 30922 0 0 0 0 0 0 0 0 28253 0 0 0 KEUN HO CHONG SOON OK CHONG X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE 17TH FLOOR CHICAGO IL 60601 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 AMA ANIMAL RESCUE 2815 CROPSEY AVE BROOKLYN NY 11214 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 1000 ASSOCIATION OF MIRACULOUS MEDAL 475 E CHELTON AVE PHILADELPHIA PA 19144 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 CAPUCHIN FRANCISCAN FRIARS 220 37TH STREET PITTSBURGH PA 15201 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 500 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 3000 CHURCH OF ST LEO THE GREAT 50 HURLEYS LANE LINCROFT NJ 07738 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 1000 COMPANIONS OF ST ANTHONY 12290 FOLLY QUARTER RD ELLICOTT CITY MD 21042 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 100 DIOCESE OF TRENTON 701 LAWRENCEVILLE RD TRENTON NJ 08648 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 1000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 6000 GLENMARY HOME MISSIONERS 4119 GLENMARY TRCE FAIRFIELD OH 45014 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 HABITAT FOR HUMANITY 322 W LAMAR ST AMERICUS GA 31709 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 500 INTERNATIONAL RESCUE COMMITEE 122 E 42ND ST NEW YORK NY 10168 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 3000 MARYKNOLL FATHERS & BROTHERS 55 RYDER RD OSSINING NY 10545 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 MEE JOO CATHOLIC INC 110 W PALISADES BLVD PALISADES PARK NJ 07650 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 3000 OBLATE SISTERS OF SAINT FRANCIS DE SALES 399 CHILDS ROAD CHILDS MD 21916 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 SACRED HEART SOUTHERN MISSIONS 6050 HIGHWAY 161 WALLS MI 38686 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 SAINT LABRE INDIAN SCHOOL 112 ST LABRE CAMPUS DRIVE 115 W 1ST ST ASHLAND MT 59003 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 SALESIAN SISTERS OF SAINT JOHN BOSCO 659 BELMONT AVE NORTH HALEDON NJ 07508 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 7500 SAVE THE CHILDREN 501 KINDS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 1000 SISTERS OF ST FRANCIS OF ASSISI 609 CONVENT ROAD ASTON PA 19014 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 ST BONAVENTURE INDIAN SCHOOL PO BOX 610 THOREAU NM 87323 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 ST LAWRENCE SEMINARY 301 CHURCH ST MOUNT CALVARY WI 53057 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 ST ANDREW KIM CHURCH 280 PARKER AVENUE MAPLEWOOD NJ 07040 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 1000 ST BENEDICT'S ABBEY 12605 224TH AVENUE BENET LAKE WI 53102 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 ST JOSEPH'S INDIAN SCHOOL PO BOX 326 CHAMBERLAIN SD 57326 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 THE JESUITS 1010 N HOOKER STREET CHICAGO IL 60642 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 THE MARIST BROTHERS PO BOX 250 WORTH IL 60482 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 300 UNBOUND 1 ELMWOOD AVE KANSAS CITY KS 66103 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 3000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 6000 VETERANS OF FOREIGN WARS 1110 S FRONT STREET ALLENTOWN PA 18103 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 100 WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 3000 WORLD VISION PO BOX 70399 TACOMA WA 98481 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 3000 WORLDWIDE MARRIAGE ENCOUNTERS 145-27 33RD AVE FLUSHING NY 11354 N/A PUBLIC SUPPORT CHARITABLE PROGRAMMING 3000 50900 0 14 26 14 23271 18 -11858 RETURN OF GRANTS 01 7100 0 18539 0 18539 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1665 832 833 155 SHS ALLSPRING SPECIAL MID CAP 5252 7130 112 SHS DELAWARE SMALL CAP VALUE FUND 5252 7874 100 SHS ISHARES RUSSELL 2000 VALUE ETF 9287 15533 542 SHS ISHARES RUSSELL MID CAP GROWTH ETF 32099 56617 403 SHS ISHARES RUSSELL MID CAP VLAUE ETF 29604 46865 190 SHS SPDR S&P 500 ETF TRUST 37090 90309 932 SHS VANGUARD DIVIDEND APPRECIATION ETF 69431 158813 99 SHS VANGAURD INFORMATION TECHNOLOGY ETF 10002 47916 1044 SHS VANGUYARD RUSSELL 1000 GROWTH ETF 34057 81453 92 SHS VANGUARD SMALL CAP GROWTH ETF 13925 22243 329 SHS HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO 8177 8546 333 SHS HARTFORD EMERGING MARKETS EQUITY FUND 2626 2949 1,401 SHS ISHARES CORE MSCI EAFE ETF 76266 98560 217 SHS VANGUARD FTSE DEVELOPED MARKETS ETF 10074 10394 860 SHS VANGAURD FTSE EMERGING MARKETS ETF 29392 35346 85 SHS ISHARES 1-3 YEAR TREASURY BOND ETF 6975 6975 1,593 SHS ISHARES NATIONAL MUNI BOND ETF 161634 172696 13,084 SHS MAINSTAY MACKAY TAX FREE BOND FUND 117491 124556 3,062 SHS NUVEEN LIMITED TERM MUNICIPAL BOND FUND 33386 33468 364 SHS ISHARES GOLD TRUST 8438 14207 RETURN OF GRANTS 7100 7100 INVESTMENT FEES 7707 7707 0 FOREIGN TAX 350 350 0