2024-11-30T14:10:34-06:00 2023-12-31 873974110 CORIENT SOLUTIONS LLC 2 SOUTH BISCAYNE BLVD SUITE 3200 MIAMI FL 33131 990PF 2023-01-01 263274193 UJALA FOUNDATION UJAL 6103595449 4801 BONITA BAY BLVD 401 BONITA SPRINGS FL 34134 MR RAJIV L GUPTA PRESIDENT 6103595449 2024-11-14 1 0 ERIC J MOSELEY P01845834 3055479463 2023 2024-10-15 13:58:12Z X 37970814 X 2074016 758 758 1461083 1461083 1894381 2521190 1894381 5430238 3356222 0 0 0 28585 28085 500 26726 6726 0 136156 136156 0 191467 170967 500 1711000 1711000 1902467 170967 1711500 3527771 3185255 294568 1275191 1284105 23096152 23491023 19372170 9849758 12002035 17314539 33240478 36768249 37970814 0 0 X -603814 -603814 0 0 33844292 37372063 33240478 36768249 33240478 36768249 33240478 3527771 0 36768249 0 36768249 MCDONALDS CORP 2023-06-28 411116 108002 303114 303114 MERCK & CO INC 2023-06-28 344327 95521 248806 248806 COURSERA INC 2023-02-21 2023-09-20 4792 4792 0 0 COURSERA INC 2023-05-16 2023-09-20 4792 4792 0 0 COURSERA INC 2023-08-14 2023-09-26 4265 4265 0 0 LEGALZOOM 2023-04-24 2023-09-20 3896 3896 0 0 LEGALZOOM COMMON 2011-04-21 2023-09-20 2046 2046 2046 LEGALZOOM COMMON 2023-04-21 2023-09-20 3896 3896 3896 MCDONALDS CORP 2010-04-10 2023-06-28 406183 100058 306125 306125 MCDONALDS CORP 2010-05-26 2023-06-28 262278 61027 201251 201251 MCDONALDS CORP 2010-01-28 2023-11-28 445094 99710 345384 345384 MCDONALDS CORP 2010-02-24 2023-11-28 395639 91140 304499 304499 MCDONALDS CORP 2010-03-29 2023-11-28 49455 11691 37764 37764 MCDONALDS CORP 2023-05-26 2023-11-28 161364 38547 122817 122817 MERCK 2010-05-28 2023-06-28 11854 3368 8486 8486 CAPITAL GAINS DIVIDENDS P 10193 10193 10193 1894381 44275 0 44275 0 44275 39898 0 30000 0 69898 0 25623 25623 0 0 0 0 0 0 0 0 0 0 0 1 1 DE FL 1 0 0 0 0 1 N/A MR RAJIV L GUPTA 6103595449 4801 BONITA BAY BLVD PH 401 ESTANCIA BONITA SPRINGS FL 34134 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAJIV L GUPTA 4801 BONITA BAY BLVD PH 401 ESTANCIA BONITA SPRINGS FL 34134 DIRECTOR 0.00 0 0 0 KAMLA GUPTA 4801 BONITA BAY BLVD PH 401 ESTANCIA BONITA SPRINGS FL 34134 SUCCESSOR DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 41503283 780676 0 42283959 0 0 42283959 634259 41649700 2082485 2082485 44275 44275 2038210 0 2038210 0 2038210 1711500 0 1711500 2038210 0 0 199371 108520 307891 1711500 0 0 0 1711500 0 307891 307891 0 0 0 0 0 18819 0 0 0 X ACTIONS FOR INDIA 1599 MOUNT SHASTA AVE MILPITAS CA 95035 PUBLIC GENERAL PURPOSE 1000 ALBEMARLE HOUSING IMPROVEMENT PROJECT 2127 BERKMAR DRIVE CHARLOTTESVILLE VA 22901 PUBLIC GENERAL PURPOSE 30000 ARLINGTON FOOD ASSISTANCE CENTER 2708 S NELSON STREET ARLINGTON VA 22206 PUBLIC GENERAL PURPOSE 5000 INDIAN AMERICAN IMPACT 499 SOUTH CAPITAL ST SW STE 407 WASHINGTON DC 20003 PUBLIC GENRAL PURPOSE 25000 INDIAN PHILANTHROPY ALLIANCE 115 W WASHINGTON STREET INDIANIPOLIS IN 46204 PUBLIC GENERAL PURPOSE 10000 INDIASPORA 3450 SACRAMENTO STREET STE 615 SAN FRANCISCO CA 94118 PUBLIC GENERAL PURPOSE 25000 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 PUBLIC GENERAL PURPOSE 1525000 LEGAL AID SOCIETY OF DC 1331 H STREET NW SUITE 350 WASHINGTON DC 20005 PUBLIC GENERAL PURPOSE 40000 PHILADELPHIA ZOO 3400 W GIRARD AVE PHILADELPHIA PA 19104 PUBLIC GENERAL PURPOSE 10000 PRATHAM USA 9703 RICHMOND AVE 202 HOUSTON TX 77042 PUBLIC GENERAL PURPOSE 30000 WHYY 150 NORTH 6TH STREET PHILADELPHIA PA 19106 PUBLIC GENERAL PURPOSE 10000 1711000 0 14 758 14 1461083 18 1894381 0 3356222 0 3356222 4 NOT APPLICABLE 8 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 RAJIV L GUPTA 4801 BONITA BAY BLVD PH 401 ESTANCI BONITA SPRINGS FL 34134 2074016 X 1 377 SHARES LEGAL ZOOM 4315 2023-12-19 1 18500 SHARES VANGUARD TOTAL STOCK MARKET INDEX FUND 2047210 2023-12-04 1 236 SHARES COURSERA INC 4197 2023-09-21 1 952 SHARE LEGAL ZOOM 11576 2023-06-28 1 236 SHARES COURSERA INC 6718 2023-06-28 RADNOR FINANCIAL ADVISORS 27585 27585 0 ACCOUNTING FEE 1000 500 500 ALTRIA GROUP 1497018 528696 APTIV PLC 1475230 2601880 DUPONT DE NEMOURS 157043 946393 MCDONALDS 622900 1961190 MERCK 259476 350047 NEW MOUNTAIN FINANCE III 2234485 1337231 PNC 1283046 1505916 VERIZON COMMUNICATIONS 1053162 746460 NEW MOUNTAIN GUARDIAN III 3200000 0 DOW CHEMICAL COMPANY 928 268277 AVANTOR 10303800 7762200 PRIVATE EQUITY 100000 100000 NEW MOUNTAIN FINANCE IV 350000 293057 LEAGAL ZOOM 11996 4260 TREASURY BOND & COURSERA INC 941939 966563 VANGUARD DIVIDEND APPRECIATION INDEX FUND AT COST 2386864 2840445 VANGUARD DIVIDEND GROWTH AT COST 527301 1700272 VANGUARD HIGH DIVIDEND YIELD INDEX AT COST 630025 1810894 VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL AT COST 2400000 3078011 VANGUARD TOTAL STOCK MARKET ETF AT COST 1391485 3943130 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL AT COST 4666360 3941787 NEW MOUNTAIN CAPITAL INVESTMENT EXPENSES 136156 136156 0 EXCISE TAX 20000 0 0 FOREIGN TAX PAID (SCHWAB) 6726 6726 0