2023-11-10T15:43:31-06:00 2022-12-31 873974110 CIPW - FAMILY OFFICE SERVICES 485 DEVON PARK DRIVE WAYNE PA 19087 990PF 2022-01-01 263274193 UJALA FOUNDATION UJAL 6103595449 4801 BONITA BAY BLVD 401 BONITA SPRINGS FL 34134 MR RAJIV L GUPTA PRESIDENT 6103595449 2023-11-10 1 MR RAJIV L GUPTA 999009999 0 ERIC J MOSELEY P01845834 6109750280 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 40654308 X 1483579 186 186 1085184 1081242 1093940 2083446 1093940 3662889 2175368 0 0 0 27262 27262 0 47459 7459 0 74721 34721 0 2256500 2256500 2331221 34721 2256500 1331668 2140647 685467 294568 294568 22790173 23096152 23563655 8433170 9849758 16796085 31908810 33240478 40654308 0 0 X -603814 -603814 0 0 32512624 33844292 31908810 33240478 31908810 33240478 31908810 1331668 0 33240478 0 33240478 COURSERA INC P 2022-05-12 2022-07-21 2086 2078 8 8 DOW INC P 2009-06-23 2022-05-24 268610 767 267843 267843 DOW INC P 2010-03-25 2022-05-24 19608 8485 11123 11123 DOW INC P 2010-04-30 2022-05-24 71043 32123 38920 38920 DOW INC P 2010-05-28 2022-05-24 76726 31629 45097 45097 DOW INC P 2011-02-01 2022-05-24 55697 32127 23570 23570 DOW INC P 2016-12-14 2022-05-24 1071 945 126 126 DUOLINGO P 2022-06-16 2022-07-21 39859 39605 254 254 LEGALZOOM COMMON INC P 2022-06-24 2022-07-21 3992 4036 -44 -44 ALTRIA GROUP INC P 2012-12-12 2022-03-14 298412 190938 107474 107474 ALTRIA GROUP INC P 2017-01-10 2022-03-14 5367 7225 -1858 -1858 ALTRIA GROUP INC P 2012-12-20 2022-05-24 5222 3240 1982 1982 ALTRIA GROUP INC P 2012-12-20 2022-05-24 5222 3240 1982 1982 ALTRIA GROUP INC P 2012-12-20 2022-05-24 5222 3240 1982 1982 ALTRIA GROUP INC P 2012-12-20 2022-05-24 480419 298037 182382 182382 ALTRIA GROUP INC P 2012-12-20 2022-05-24 5222 3240 1982 1982 MERCK & CO INC P 2010-04-30 2022-05-24 224195 80078 144117 144117 MERCK & CO INC P 2010-05-28 2022-05-24 268562 91247 177315 177315 MERCK & CO INC P 2017-01-09 2022-05-24 12272 7462 4810 4810 VANGURAD DIVIDEND GROWTH FUND INV P 2019-12-17 2022-12-22 20049 16879 3170 3170 VANGURAD DIVIDEND GROWTH FUND INV P 2020-12-19 2022-12-22 19753 18102 1651 1651 VANGURAD DIVIDEND GROWTH FUND INV P 2021-03-26 2022-12-22 8521 8198 323 323 VANGURAD DIVIDEND GROWTH FUND INV P 2021-12-29 2022-12-22 50881 53792 -2911 -2911 VANGURAD DIVIDEND GROWTH FUND INV P 2021-12-29 2022-12-22 7453 7453 0 0 VANGURAD DIVIDEND GROWTH FUND INV P 2022-03-28 2022-12-22 40787 42687 -1900 -1900 VANGURAD DIVIDEND GROWTH FUND INV P 2022-03-28 2022-12-22 2535 2653 -118 -118 CAPITAL GAINS DIVIDENDS P 84660 84660 84660 1093940 29755 0 29755 0 29755 49653 0 20000 0 69653 0 39898 39898 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 43651064 566905 0 44217969 0 0 44217969 663270 43554699 2177735 2177735 29755 29755 2147980 0 2147980 0 2147980 2256500 0 2256500 2147980 0 0 199371 199371 2256500 0 0 0 2147980 108520 0 0 307891 0 0 0 0 0 0 0 307891 199371 108520 X 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 BOYS AND GIRLS CLUB OF PHILADELPHIA 1518 WALNUT STREET PHILADELPHIA PA 19104 PUBLIC GENRAL PURPOSE 1500 DAVIT ORTIZ CHILDREN'S FUND 214 MAIN STREET STE 448 EL SEGUNDO CA 90245 PUBLIC GENERAL PURPOSE 5000 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 2075000 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 25000 PRATHAM USA 9703 RICHMOND AVE 202 HOUSTON TX 77042 PUBLIC GENERAL PURPOSE 50000 2256500 0 14 186 14 1085184 18 1093940 0 2179310 0 2179310 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 1478579 X 1 VARIOUS SHARES OF COMMON STOCK 1478579 RADNOR FINANCIAL ADVISORS 27262 27262 0 ALTRIA GROUP 1497018 599075 APTIV PLC 1475230 2700770 DUPONT DE NEMOURS 157043 844286 MCDONALDS 1133076 1961190 MERCK 358364 350047 NEW MOUNTAIN FINANCE III 2234485 3799349 PNC 1283046 1535967 VERIZON COMMUNICATIONS 1053162 780120 NEW MOUNTAIN GUARDIAN III 3200000 3182686 DOW CHEMICAL COMPANY 928 246508 AVANTOR 10303800 7170600 PRIVATE EQUITY 100000 100000 NEW MOUNTAIN FINANCE IV 300000 293057 VANGUARD DIVIDEND APPRECIATION INDEX FUND AT COST 2326388 2840445 VANGUARD DIVIDEND GROWTH AT COST 517108 1600124 VANGUARD HIGH DIVIDEND YIELD INDEX AT COST 630025 1810894 VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL AT COST 2400000 2759118 VANGUARD TOTAL STOCK MARKET ETF AT COST 1357087 4621062 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL AT COST 2619150 3164442 EXCISE TAX 40000 0 0 FOREIGN TAX PAID (SCHWAB) 7156 7156 0 FILING FEE 303 303 0