2024-11-15T09:06:36-06:00 2023-12-31 990PF 2023-01-01 454116761 THE RONA AND JEFFREY ABRAMSON FOUNDATION RONA 3019847000 2000 TOWER OAKS BLVD - SUITE 900 ROCKVILLE MD 20852 JEFFREY ABRAMSON TRUSTEE 3019847000 2024-11-15 0 2023 2024-10-15 13:58:12Z X 48533722 X 1295408 23401 23401 1079537 1079537 345234 6523519 345234 2743580 1448172 0 0 0 456692 0 456692 6630 6630 0 44171 0 44171 139872 117918 0 647365 124548 500863 3870223 3870223 4517588 124548 4371086 -1774008 1323624 981654 1139992 1139992 26646247 25546167 25546167 15421134 8069077 12044233 0 5675238 5234621 3429899 4012942 4568709 46478934 44443416 48533722 0 0 X 44026205 43764695 0 0 2452729 678721 46478934 44443416 46478934 44443416 46478934 -1774008 0 44704926 261510 44443416 PUBLICLY TRADED SECURITIES 6507330 6177054 330276 330276 LT CAPITAL GAIN DISTRIBUTION P 7583 7583 7583 GAIN ON MADDOFF DISTRIBUTION P 2650 2650 2650 GAIN ON LIQUIDATION OF AP MONTGOMERY INV LLC P 5956 5956 5956 LOSS FROM PARTNERSHIP INVESTMENTS P 1231 -1231 -1231 345234 18398 0 18398 0 18398 20385 0 20000 0 40385 0 21987 21987 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A SUSAN RESUTEK 3019847000 2000 TOWER OAKS BOULEVARD - NINTH FLOOR ROCKVILLE MD 208524282 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 TRUSTEE-PART 7.00 0 0 0 NONE 0 CASTLEFIELD CONSULTING LLC 14708 DUNLEITH STREET NORTH POTOMAC MD 20878 CONSULTATION 361320 DANIELA ROMAGNOLI 6410 KING SAUD RD DOHA AL JANUBIYAH DHAHRAN SA 34451-5653 CONSULTATION 72000 0 0 16285636 867338 30678408 47831382 0 0 47831382 717471 47113911 2355696 2355696 18398 18398 2337298 0 2337298 0 2337298 4371086 0 4371086 2337298 0 0 397615 262083 533690 1193388 4371086 0 0 0 2337298 2033788 0 0 3227176 0 0 0 0 0 0 0 3227176 397615 262083 533690 2033788 JEFFREY S ABRAMSON X A MUSICAL HEART 7303 CEDAR AVE TAKOMA PARK MD 20912 PC UNRESTRICTED FUNDS 2500 ACLU FOUNDATION 125 BROAD STREET 18TH FL NEW YORK NY 10004 PC UNRESTRICTED FUNDS 2750 AFRICA COLLEGE FUND 2004 RADIANCE CIR FAIRFIELD IA 52556 PC UNRESTRICTED FUNDS 12500 ALZHEIMER'S ASSOCIATION 8180 GREENSBORO DRIVE 400 MCLEAN VA 22102 PC UNRESTRICTED FUNDS 2500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 PC UNRESTRICTED FUNDS 25000 ANTI-DEFAMATION LEAGUE 1100 CONNECTICUT AVE NW 1020 WASHINGTON DC 20036 PC UNRESTRICTED FUNDS 5000 BRAHMANANDA SARASWATI FOUNDATION PO BOX 2316 FAIRFIELD IA 52556 PC UNRESTRICTED FUNDS 502085 CAMBODIAN CHILDREN'S FUND 2309 SANTA MONICA BLVD SANTA MONICA CA 90404 PC UNRESTRICTED FUNDS 1500 CARE 151 ELLIS STREET NE ATLANTA GA 30303 PC UNRESTRICTED FUNDS 1500 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 PC UNRESTRICTED FUNDS 5000 COLORECTAL CANCER ALLIANCE 1025 VERMONT AVENUE NW SUITE 1066 WASHINGTON DC 20005 PC UNRESTRICTED FUNDS 1500 COLUMBIA LIGHTHOUSE FOR THE BLIND 1825 K STREET NW SUITE 1103 WASHINGTON DC 20006 PC UNRESTRICTED FUNDS 1667 CONSERVATION INTERNATIONAL 2011 CRYSTAL DRIVE SUITE 500 ARLINGTON VA 22202 PC UNRESTRICTED FUNDS 7500 DAVID LYNCH FOUNDATION 228 EAST 45TH STREET 15TH FLOOR NEW YORK NY 10017 PC UNRESTRICTED FUNDS 236570 DHARMALAYA INC 2353 MASS AVE APT 66 CAMBRIDGE MA 02140 PC UNRESTRICTED FUNDS 5000 DIENER SCHOOL INC 11701 DANVILLE DR NORTH BETHESDA MD 20852 PC UNRESTRICTED FUNDS 10000 DOCTORS WITHOUT BORDERS PO BOX 5023 HAGERSTOWN MD 21741 PC UNRESTRICTED FUNDS 2500 DR YOLANDA CARES FOUNDATION 3409 21ST ST SE WASHINGTON DC 20020 PC UNRESTRICTED FUNDS 1000 EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 PC UNRESTRICTED FUNDS 11050 FAMILY EQUALITY 475 PARK AVENUE SOUTH SUITE 2100 NEW YORK NY 10016 PC UNRESTRICTED FUNDS 1000 FEED THE CHILDREN 333 N MERIDIAN AVE OKLAHOMA CITY OK 73107 PC UNRESTRICTED FUNDS 2500 FOREST TRENDS ASSOCIATION 1203 19TH ST NW 4R WASHINGTON DC 20036 PC UNRESTRICTED FUNDS 10000 FRIENDS OF CANCER RESEARCH 1800 M STREET SUITE 1050 SOUTH WASHINGTON DC 20036 PC UNRESTRICTED FUNDS 25000 FRIENDS OF THE ISRAELI DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10165 PC UNRESTRICTED FUNDS 25000 GIRL SCOUTS COUNCIL OF THE NATION'S CAPITAL 4301 CONNECTICUT AVE NW SUITE M-2 WASHINGTON DC 20008 PC UNRESTRICTED FUNDS 25000 GLOBAL WELLNESS INSTITUTE 333 SE 2ND AVENUE SUITE 2048 MIAMI FL 33131 PC UNRESTRICTED FUNDS 10000 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLER ROCK AR 72202 PC UNRESTRICTED FUNDS 5000 HEIFETZ INTERNATIONAL MUSIC INSTITUTE PO BOX 2447 STAUNTON VA 24402 PC UNRESTRICTED FUNDS 10000 HELP ME SEE 20 WEST 36TH STREET FLOOR 4 NEW YORK NY 10018 PC UNRESTRICTED FUNDS 3500 INSTITUTE FOR RESPONSIBLE TECHNOLOGY PO BOX 469 FAIRFIELD IA 52556 PC UNRESTRICTED FUNDS 3500 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHESDA MD 20852 PC UNRESTRICTED FUNDS 33333 JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTER NEW YORK NY 11570 PC UNRESTRICTED FUNDS 160000 LEAGUE OF CONSERVATIVE VOTERS EDUCATION FUND 740 15TH STREET NW SUITE 700 WASHINGTON DC 20005 PC UNRESTRICTED FUNDS 3500 MAHARISHI INTERNATIONAL UNIVERSITY 1000 NORTH FOURTH STREET FAIRFIELD IA 52557 PC UNRESTRICTED FUNDS 2240151 MAHARISHI PURUSHA PROGRAM 1000 PURUSHA PLACE 108 ROMNEY WV 26757 PC UNRESTRICTED FUNDS 81008 MAHARISHI SCHOOL 804 DR ROBERT KEITH WALLACE DRIVE FAIRFIELD IA 52556 PC UNRESTRICTED FUNDS 10000 MGANL- MOTHER DIVINE PROGRAM PO BOX 420440 WASHINGTON DC 20042 PC UNRESTRICTED FUNDS 84975 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET SUITE 006 NEWTON MA 02458 PC UNRESTRICTED FUNDS 2000 NATIONAL BUILDING MUSEUM 401 F STREET NW WASHINGTON DC 20001 PC UNRESTRICTED FUNDS 5000 NATIONAL SYMPHONY ORCHESTRA ASSOCIATION OF WASHINGTON D C 2700 F ST NW WASHINGTON DC 20566 PC UNRESTRICTED FUNDS 10000 NATURAL RESOURCE DEFENSE COUNCIL 1152 15TH STREET NW SUITE 300 WASHINGTON DC 20005 PC UNRESTRICTED FUNDS 35000 PANCREATIC CANCER ACTION NETWORK 1500 ROSECRANS AVENUE SUITE 200 MANHATTAN BEACH CA 90266 PC UNRESTRICTED FUNDS 25000 RAAM RAJ FOUNDATION PO BOX 2092 FAIRFIELD IA 52556 PC UNRESTRICTED FUNDS 21000 RAINFOREST TRUST PO BOX 841 WARRENTON VA 20188 PC UNRESTRICTED FUNDS 7500 ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PLACE SUITE 200 BOULDER CO 80302 PC UNRESTRICTED FUNDS 15000 SALZBURG FESTIVAL SOCIETY INC 509 MADISON AVE RM 802 NEW YORK NY 10022 PC UNRESTRICTED FUNDS 5000 SAVE A CHILD'S HEART FOUNDATION 10050 CHAPEL RD 18 POTOMAC MD 20854 PC UNRESTRICTED FUNDS 7500 SAVE THE CHILDREN FEDERATION 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 PC UNRESTRICTED FUNDS 1000 SMILE TRAIN 633 THIRD AVENUE 9TH FL NEW YORK NY 10017 PC UNRESTRICTED FUNDS 2000 SUNDARI FOUNDATION INC 3921 ALTON ROAD 468 MIAMI BEACH FL 33140 PC UNRESTRICTED FUNDS 1300 SUSAN G KOMEN BREAST CANCER FOUNDATION 1990 M STREET NW SUITE 380 WASHINGTON DC 20036 PC UNRESTRICTED FUNDS 5000 THE ALS ASSOCIATION DCMDVA CHAPTER 7507 STANDISH PLACE ROCKVILLE MD 20852 PC UNRESTRICTED FUNDS 8334 THE BARACK OBAMA FOUNDATION 5235 S HARPER COURT SUITE 1140 CHICAGO IL 60615 PC UNRESTRICTED FUNDS 34000 THE GREATER WASHINGTON JEWISH COALITION AGAINST DOMESTIC ABUSE PO BOX 2266 ROCKVILLE MD 20847 PC UNRESTRICTED FUNDS 33334 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 PC UNRESTRICTED FUNDS 66666 WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 PC UNRESTRICTED FUNDS 15000 3870223 0 14 23401 14 1079537 18 18 345234 0 1448172 0 1448172 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 100000 X 2 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 178889 X 3 THE ABE AND KATHYRN SELSKY FOUNDATION INC 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 668165 X 4 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 64336 X 5 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 94039 X 6 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 72379 X 7 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 33533 X 8 JEFFREY S ABRAMSON 2000 TOWER OAKS BLVD 9TH FLOOR ROCKVILLE MD 20852 84068 X 2 1342 SHARES OF ALPHABET INC-CL C MORGAN STANLEY SMITH BARNEY LLC @ 133.30 178889 2023-10-03 4 466 SHARES OF ALPHABET INC-CL A U.S. BANK N.A. @ 138.06 64336 2023-10-11 5 754 SHARES OF AMAZON.COM INC MORGAN STANLEY SMITH BARNEY LLC @ 124.72 94039 2023-10-03 6 559 SHARES OF AMAZON.COM INC U.S. BANK N.A. @129.48 72379 2023-10-10 7 107 SHARES OF MICROSOFT CORP MORGAN STANLEY SMITH BARNEY LLC @ 313.39 33533 2023-10-03 8 256 SHARES OF MICROSOFT CORP U.S. BANK N.A. @ 328.39 84068 2023-10-10 STATEMENT REGARDING NOTE RECEIVABLE FORM 990PF, PART II, LINE 6 NOTE RECEIVABLE DUE FROM THE JEFFREY S. ABRAMSON 2008 TRUSTRECEIVABLE RELATES TO THE 2012 PURCHASE OF OPTIONED INTERESTS DURING PERIOD OF ADMINISTRATION OF AN ESTATE. THE OPTIONED INTERESTS WERE PURCHASED IN ACCORDANCE WITH AND PURSUANT TO THE REQUIREMENTS OF THE EXCEPTION TO INDIRECT SELF-DEALING IN TRES. REG. 53.4941(D)-1(B)(3).ORIGINAL AMOUNT = 35,477,399DATE OF NOTE = 9/7/12MATURITY DATE = 9/6/42INTEREST RATE = 2.18%REPAYMENT TERMS = ANNUAL INSTALLMENT PAYMENTS OF PRINCIPAL AND INTEREST INVESTMENTS - CORPORATE BONDS 5675238 5234621 INVESTMENTS - CORPORATE STOCK 8069077 12044233 INVESTMENT IN PARTNERSHIPS AT COST 4012942 4568709 ADJ FOR STOCK RECEIVED TO BOOK AT COST BASIS 261510 BROKERAGE FEES 56666 56666 0 OFFICE EXPENSES 1223 1223 0 OTHER DEDUCTION FROM FLOW THROUGH INVESTMENT 80768 58842 0 NON DEDUCTIBLE - FLOW THROUGH 28 0 0 MISC. EXPENSE 1187 1187 0 CONSULTING SERVICES CHARITABLE PROGRAMS 456692 0 456692 FOREIGN TAXES 6630 6630 0