2024-10-28T08:47:07-05:00 2023-12-31 521274476 RIIBNER & ASSOCIATES CHTD CPAS 10410 N KENSINGTON PKWY STE 300 KENSINGTON MD 20895 990PF 2023-01-01 270428390 MARLENE & SAMUEL HALPERIN FAMILY FOUNDAT MARL 3012600412 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 DR ROBERT KING TRUSTEE 3012600412 2024-10-11 1 1 CHRISTINE V MARSHALL P00046139 3019334753 2023 2024-10-15 13:58:12Z X 1746766 X X 1142 1142 48494 48494 49942 435674 49942 99578 99578 0 0 0 2000 0 0 1220 0 0 10505 10505 0 13725 10505 0 500600 500600 514325 10505 500600 -414747 89073 48001 20204 20204 1220 1523655 1208451 1399921 431149 360623 326641 2004025 1589278 1746766 0 0 X 2004025 1589278 2004025 1589278 2004025 1589278 2004025 -414747 0 1589278 0 1589278 FIDELITY NASDAQ COMPOSITE INDEX 19971 10575 9396 9396 ISHARES CORE S&P 500 ETF 85173 44037 41136 41136 ISHARES CORE S&P MID-CAP 19826 23614 -3788 -3788 ISHARES CORE US AGGREGATE BOND 30064 36648 -6584 -6584 VANGUARD DIVIDEND APPRECIATION ETF 65073 51894 13179 13179 VANGUARD INTRMDIATE-TERM CORPORATE BOND 55181 67572 -12391 -12391 FIRST EAGLE GLOBAL FUND 45000 44838 162 162 LORD ABBETT GROWTH 80000 72677 7323 7323 PGIM SHORT DUR HIGH YTD 30000 33877 -3877 -3877 CAPITAL GAINS DIVIDENDS P 5386 5386 5386 49942 1238 0 1238 0 1238 3647 0 0 0 3647 0 2409 2409 0 0 0 0 0 0 0 0 0 0 0 0 1 DC 0 0 0 0 0 1 N/A DR ROBERT KING 3012600412 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEENA T BARLEV MA 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 SECRETARY 1.00 0 0 0 BARBARA BRYNELSON MD 774 FIRST STREET LAKE OSWEGO OR 97034 TRUSTEE 0.25 0 0 0 GILAD BARLEV PHD 511 E LURAY AVE ALEXANDRIA VA 22314 TRUSTEE 0.25 0 0 0 MAYA BARLEV 5105 TILDEN ROAD BLADENSBURG MD 20720 TRUSTEE 0.25 0 0 0 DANIEL HALPERIN PHD 1713 20TH AVE SEATTLE WA 98122 TRUSTEE 0.25 0 0 0 ARIEL HALPERIN MS 46-197 LILIPUNA ROAD KANEOHE HI 96744 TRUSTEE 0.25 0 0 0 TALIA HALPERIN 3524 NE 92ND STREET SEATTLE WA 98115 TRUSTEE 0.25 0 0 0 ALISON KING JD 251 WHITWELL ST QUINCY MA 02169 TRUSTEE 0.25 0 0 0 JACLYN KING 1608 GUSTON COURT SILVER SPRING MD 20906 TRUSTEE 0.25 0 0 0 ROBERT KING PHD 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 PRESIDENT AND TREASURER 3.00 0 0 0 SAMMY CHOWDHURY 1713 20TH AVE SEATTLE WA 98122 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 1984371 96525 0 2080896 0 0 2080896 31213 2049683 102484 102484 1238 1238 101246 0 101246 0 101246 500600 0 500600 101246 0 0 11293 73683 159729 189116 337267 771088 500600 0 0 0 101246 399354 0 0 1170442 0 0 0 0 0 0 11293 1159149 73683 159729 189116 337267 399354 X ISRAAID (US) GLOBAL HUMANITARIUN ASSISTANCE INC PO BOX 61227 PALO ALTO CA 94306 N/A 501(C)(3) EMERGENCY SUPPORT 15000 BRIGID ALLIANCE PO BOX 58 NEW YORK NY 10024 N/A 501(C)(3) GENERAL SUPPORT 10000 INDIGENOUS ENVIRONMENTAL NETWORK PO BOX 485 BEMIDJI MN 56619 N/A 501(C)(3) GENERAL SUPPORT 5000 STANDING TOGETHER AMERICA GIVES INC PO BOX 3263 WASHINGTON DC 20010 N/A 501(C)(3) GENERAL SUPPORT 3000 MARY'S PLACE PO BOX 1711 SEATTLE WA 98111 N/A 501(C)(3) GENERAL SUPPORT 5000 DIGDEEP RIGHT TO WATER PROJECT (NAVAJO WATER PROJECT) BOX 26779 LOS ANGELES CA 90026 N/A 501(C)(3) GENERAL SUPPORT 5000 MAUI FOOD BANK 760 KOLU STREET WAILUKU HI 96793 N/A 501(C)(3) GENERAL SUPPORT 5000 FAMILIES FOR FAMILIES 6219 KENNEDY DRIVE CHEVY CHASE MD 20815 N/A 501(C)(3) GENERAL SUPPORT 5000 WHY HUNGER 505 EIGHTH AVENUE SUITE 2100 NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 100 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A 501(C)(3) GENERAL SUPPORT 20000 JGIVE-FRIENDS OF ASOR FUND USA 43 LUBLIN TR LAKEWOOD NJ 08701 N/A 501(C)(3) GENERAL SUPPORT 5000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A 501(C)(3) GENERAL SUPPORT 10000 NRDC 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 N/A 501(C)(3) GENERAL SUPPORT 10000 PLANNED PARENTHOOD COLUMBIA WILLIAMETTE 3727 NE MARTIN LUTHER KING LR BOULEVARD PORTLAND OR 97212 N/A 501(C)(3) GENERAL SUPPORT 5000 BLACK VOTERS MATTER CAPACITY BUILDING INSTITUTE 3645 MARKETPLACE BLVD SUITE 130-209 EAST POINT GA 30344 N/A 501(C)(3) GENERAL SUPPORT 10000 BRIDGES 4 LIFE 307 PROSPECT AVENUE 18G HACKENSACK NJ 07601 N/A 501(C)(3) GENERAL SUPPORT 5000 THE NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY 255 WEST 36TH ST SUITE 701 NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 10000 CITY KIDS WILDERNESS PROJECT 2437 15TH STREET NW WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 5000 AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 2248 BROADWAY 1531 NEW YORK NY 10024 N/A 501(C)(3) GENERAL SUPPORT 2000 FAIR CHANCE 2000 S STREET NW SUITE 310 WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 25000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVENUE NW 7TH FLOOR WASHINGTON DC 20001 N/A 501(C)(3) GENERAL SUPPORT 5000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 15000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 7500 STUDENT PRESS LAW CENTER 1717 K STREET NW WASHINGTON DC 20006 N/A 501(C)(3) GENERAL SUPPORT 1000 SOLID GROUND 1501 NORTH 45TH STREET SEATTLE WA 98103 N/A 501(C)(3) GENERAL SUPPORT 5000 SALUTE FOR MILITARY GOLF ASSOCIATION 14600 ARGYLE CLUB ROAD SILVER SPRING MD 20906 N/A 501(C)(3) GENERAL SUPPORT 1000 LATIN AMERICAN YOUTH CENTER 1419 COLUMBIA ROAD NW WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 5000 HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 N/A 501(C)(3) GENERAL SUPPORT 50000 MAZON A JEWISH RESPONSE TO HUNGER 10850 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90024 N/A 501(C)(3) GENERAL SUPPORT 65000 FIGHT 4 DIABETES CURE 10524 DETRICK AVENUE KENSINGTON MD 20895 N/A 501(C)(3) GENERAL SUPPORT 1000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 150000 AMERICAN FOR BEN-GURION UNIVERSITY 1001 AVENUE OF THE AMERICAS 19TH FLOOR NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 5000 EVERY MIND 1000 TWINBROOK PKWY ROCKVILLE MD 20851 N/A 501(C)(3) GENERAL SUPPORT 20000 BOY'S TOWN JERUSALEM FOUNDATION OF AMERICA INC 1 PENN PLAZA SUITE 6250 NEW YORK NY 10119 N/A 501(C)(3) GENERAL SUPPORT 10000 500600 0 14 1142 14 48494 18 49942 0 99578 0 99578 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2000 0 0 GOVERNMENT OF THE DISTRICT OF COLUMBIA OTR NOTICE 2009-01 (DATED 12/12/2008) STATES THAT DC NONPROFIT ORGANIZATIONS ARE NO LONGER REQUIRED TO FILE A COPY OF THEIR FORM 990 WITH THE OFFICE OF TAX AND REVENUE. ISHARES CORE US AGGREGATE BOND 181811 160004 PGIM SHORT DUR HIGH YLD 178812 166637 FIDELITY NASDAQ COMPOSITE INDEX 41132 82432 ISHARES CORE S&P 500 108514 196565 ISHARES CORE S&P MID-CAP ETF 94280 92137 VANGUARD DIVIDEND APPRECIATION ETF 268031 369384 VANGUARD INTRMDIATE-TERM CORP BOND 337333 297304 FIRST EAGLE GLOBAL FUND 230999 242840 LORD ABBETT GROWTH 128162 119259 INVESTMENT FEES 10505 10505 0 MISCELLANEOUS EXPENSES 1220 0 0