2025-11-17T14:49:33-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990PF 2024-01-01 452175798 VISHAL FOUNDATION INC VISH 9735816300 P O BOX 582 NEW VERNON NJ 07976 PRATHIBHA REDDY TRUSTEE 9735816300 2025-11-13 1 1 LUIS CUNHA P01764534 9739949494 2025-11-12 2024 2025-03-06 01:10:19Z X 3400668 X X 277 277 75158 73432 645194 3760526 645194 720629 718903 0 0 0 211 0 0 1050 0 0 9417 9417 0 1053 1053 0 11731 10470 0 178100 178100 189831 10470 178100 530798 708433 111088 37373 37373 2791682 3396195 3363295 2902770 3433568 3400668 0 0 X 2902770 3433568 2902770 3433568 2902770 3433568 2902770 530798 0 3433568 0 3433568 ISHARES MSCI ACWI LOW CARBON TARGET ETF 2024-09-17 925403 758977 166426 166426 BLACKROCK STRATEGIC INCOME OPPS INSTL 2024-09-17 138087 145801 -7714 -7714 DFA US SMALL CAP I 2024-09-17 305654 225415 80239 80239 DIMENSIONAL CORE FIXED INCOME ETF 2024-09-17 136929 131099 5830 5830 ISHARES CORE S&P MID-CAP ETF 2024-09-17 1146 908 238 238 ISHARES CORE S&P MID-CAP ETF 2024-09-17 165955 138101 27854 27854 ISHARES ESG AWARE MSCI EAFE ETF 2024-09-17 4406 3949 457 457 ISHARES ESG AWARE MSCI EAFE ETF 2024-09-17 223531 204408 19123 19123 ISHARES MSCI ACWI LOW CARBON TARGET ETF 2024-09-17 8921 7251 1670 1670 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM 2024-09-17 235592 238830 -3238 -3238 PIMCO TOTAL RETURN ESG INSTITUTIONAL 2024-09-17 5214 4805 409 409 PIMCO TOTAL RETURN ESG INSTITUTIONAL 2024-09-17 194735 204974 -10239 -10239 VANGUARD FTSE SOCIAL INDEX ADMIRAL 2024-09-17 7337 6215 1122 1122 VANGUARD FTSE SOCIAL INDEX ADMIRAL 2024-09-17 1232280 875739 356541 356541 VANGUARD SHORT-TERM TREASURY ETF 2024-11-07 35308 35849 -541 -541 VANGUARD TOTAL STOCK MARKET ETF 2024-12-19 51940 48605 3335 3335 AVLANTIS U.S. SMALL CAP VALUE ETF 2024-12-19 15940 15209 731 731 VANGUARD VALUE ETF 2024-12-19 9959 10032 -73 -73 DIMENSIONAL US CORE EQUITY MARKET ETF 2024-12-19 45228 42538 2690 2690 ISHARES S&P SMALL-CAP 600 VALUE ETF 2024-12-19 6883 6597 286 286 WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 2024-12-19 10078 10030 48 48 645194 9847 0 9847 0 9847 2085 0 10000 0 12085 393 1845 1845 0 0 0 0 0 0 0 0 0 0 0 0 1 NJ 1 0 0 0 0 1 N/A PRATHIBHA REDDY 9735816300 14 WALSH DRIVE SUITE 200 PARSIPPANY NJ 07054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PRATHIBHA REDDY PO BOX 582 NEW VERNON NJ 07976 TRUSTEE 2.00 0 0 0 NAVEEN REDDY PO BOX 582 NEW VERNON NJ 07976 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 3327750 59399 0 3387149 0 0 3387149 50807 3336342 166817 166817 9847 9847 156970 0 156970 0 156970 178100 0 178100 156970 0 0 33422 33422 178100 0 0 0 156970 21130 0 0 54552 0 0 0 0 0 0 0 54552 33422 21130 PRATHIBHA REDDY 14 WALSH DRIVE SUITE 200 PARSIPPANY NJ 07205 9735816300 CONTACT PRATHIBHA REDDY NONE NONE AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD 120 DENVER CO 80221 NONE PC TO PROVIDE SUPPORT IN SCHORLASHIPS FOR NATIVE AMERICAN STUDENTS 1000 BROWN UNIVERSITY 75 WATERMAN ST PROVIDENCE RI 02912 NONE PC TO PROVIDE SUPPORT IN SCHOLARSHIPS FOR STUDENTS 50000 GIVEWELL 1714 FRANKLIN STREET 100335 OAKLAND CA 94612 NONE PC TO PROVIDE SUPPORT IN RESEARCHING TOP CHARITIES TO SUPPORT. 10000 NAACP 40 RECTOR ST 5 NEW YORK NY 10006 NONE PC TO PROVIDE SUPPORT TO THE LEGAL DEFENSE FUND TO FIGHT RACIAL JUSTICE 2500 NATIONAL AUDUBON SOCIETY 225 VARICK ST NEW YORK NY 10014 NONE PC TO PROVIDE SUPPORT FOR GROWING INCLUSIVE COMMUNITIES OF NATURE SUPPORTERS 500 PLANNED PARENTHOOD 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 NONE PC TO PROVIDE SUPPORT FOR SEXUAL AND REPRODUCTIVE HEALTH SERVICES 100 TECHNOLOGY AGAINST ALS 14 WALSH DR SUITE 303 PARSIPPANY NJ 07054 COMMON DIRECTOR PC SUPPORT THE IMPROVEMENT IN THE QUALITY OF LIFE FOR PATIENTS WITH ALS + LOCKED-IN SYNDROME BY EXPLOITING THE LATEST TECHNOLOGIES AVILABLE TODAY. 75000 NATIONAL PARKS CONSERVATION SOCIETY 777 6TH ST NW STE 700 WASHINGTON DC 20001 NONE PC TO PROVIDE SUPPORT FOR PARK CONSERVATION 1000 BARD PRISON INITIATIVE PO BOX 5000 ANNANDALEONHUDSON NY 125045000 NONE PC TO PROVIDE SUPPORT FOR COLLEGE OPPORTUNITIES IN AMERICAN PRISONS 5000 ICMA 777 NORTH CAPITOL STREET NE SUITE 500 WASHINGTON DC 200024201 NONE PC TO PROVIDE SUPPORT FOR LOCAL GOVERNMENTS TO IDENTIFY AND SPEED ADOPTION OF LEADING PRACTICES TO IMPROVE LIVES OF RESIDENTS 10000 NEW YORK PUBLIC RADIO PO BOX 1550 NEW YORK NY 101161550 NONE PC TO PROVIDE SUPPORT FOR FREE AND ACCESSIBLE JOURNALISM, MUSIC, AND RADIO 2500 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC TO PROVIDE SUPPORT FOR EMERGENCY AID AND MEDICAL CARE AROUND THE GLOBE 5000 COMMUNITY FOOD BANK OF NJ 31 EVANS TERMINAL HILLSIDE NJ 07205 NONE PC TO PROVIDE SUPPORT FOR DISTRIBUTING FOOD TO COMMUNITY PARTNERS INCLUDING FOOD PANTRIES, SOUP KITCHENS, AND CHILD AND SENIOR FEEDING PROGRAMS 2000 THE SUNSHINE KIDS FOUNDATION 2814 VIRGINIA HOUSTON TX 77098 NONE PC TO PROVIDE SUPPORT FOR ORGANIZING PROGRAMS AND EVENTS FOR YOUNG CANCER PATIENTS 500 LEMUR CONSERVATION FOUNDATION PO BOX 249 MYAKKA CITY FL 34251 NONE PC TO PROVIDE SUPPORT TO BUILD HABITATS FOR LEMUR CONSERVATION 500 NATIVE AMERICAN RIGHTS FUND 250 ARAPAHOE AVE BOULDER CO 80302 NONE PC TO PROVIDE SUPPORT FOR LEGAL ASSISTANCE TO NATIVE AMERICAN TRIBES, ORGANIZATIONS AND INDIVIDUALS 2000 NOURISH MADAGASCAR PO BOX 561 OJAI CA 93024 NONE PC TO PROVIDE SUPPORT FOR DISTRIBUTING FOOD TO LOCAL SCHOOLS IN RURAL MADAGASCAR TO ADDRESS SEASONAL HUNGER IN HARD TO REACH AREAS 500 CARING RESPONSE MADAGASCAR FOUNDATION 1193 BALMORAL DR CINCINATTI OH 45233 NONE PC TO PROVIDE SUPPORT FOR IMPROVING EDUCATION, SANITATION, HEALTHCARE AND ECONOMIC SELF-SUFFIENCY IN MADAGASCAR 500 ACLU 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PC TO PROVIDE SUPPORT FOR LEGAL DEFENSE OF PEOPLE'S RIGHTS INCLUDING IMMIGRANTS AND REFUGEES, REPRODUCTIVE RIGHTS, GENDER EQUALITY 1000 GREAT ASPIRATIONS SCHOLARSHIP PROGRAM 2821 EMERYWOOD PARKWAY SUITE 204 RICHMOND VA 23294 NONE PC TO PROVIDE SUPPORT IN SCHOLARSHIPS FOR STUDENTS 2000 ENVIRONMENTAL INTEGRITY PROJECT 888 17TH ST NW SUITE 810 WASHINGTON DC 20006 NONE PC TO PROVIDE SUPPORT FOR PROTECTION OF PUBLIC HEALTH IN NATURAL RESOURCES BY ADVOCATING FOR TOUGH BUT FAIR ENVIRONMENTAL STANDARDS 2000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 NONE PC TO PROVIDE SUPPORT FOR EMERGENCY FOOD RELIEF EFFORTS AROUND THE GLOBE 2000 FARMSTAND 712 H STREET NE SUITE 2534 WASHINGTON DC 20002 NONE PC TO PROVIDE SUPPORT FOR LEGAL DEFENSE OF AGRICULTURAL WORKING CONDITIONS, HUMANE TREATMENT OF ANIMALS, CLEAN RESOURCES AND FOOD 2000 SAVE THE AURORA RESERVOIR 5378 S HARVEST WAY AURORA CO 80016 NONE PC TO PROVIDE SUPPORT ON OPPOSING FRACKING PROJECTS THAT THREATEN THE COMMUNITY'S HEALTH, WATER QUALITY AND ENVIRONMENT 500 178100 0 14 277 14 75158 18 645194 0 720629 0 720629 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1050 0 0 AVLANTIS U.S. SMALL CAP VALUE ETF 182215 187453 DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 56709 55234 DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 94867 88933 DIMENSIONAL INTERNATIONAL VALUE ETF 202951 190992 DIMENSIONAL US CORE EQUITY MARKET ETF 507054 528641 ISHARES 3-7 YEAR TREASURY BOND ETF 126615 121728 ISHARES 7-10 YR TREASURY BOND ETF 162418 153682 ISHARES S&P SMALL-CAP 600 VALUE ETF 77637 79284 JANUS HENDERSON AAA CLO ETF 42614 42569 JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 63954 60177 JANUS HENDERSON SECURITIZED INCOME ETF 35565 34820 SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 56704 55983 VANGUARD FTSE DEVELOPED MARKETS ETF 298774 275336 VANGUARD MORTGAGE-BACKED SECURITIES ETF 113161 107947 VANGUARD SHORT-TERM TREASURY ETF 105525 103975 VANGUARD TOTAL STOCK MARKET ETF 518184 541142 VANGUARD VALUE ETF 393806 386025 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 56684 52567 WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 300758 296807 LEGAL FEES 211 0 0 INVESTMENT ADVISORY 9417 9417 0 FOREIGN TAXES 1053 1053 0