2024-05-02T17:37:07-05:00 2023-12-31 042206126 RAPHAEL AND RAPHAEL LLP 312 STUART STREET 3RD FLOOR BOSTON MA 02116 990PF 2023-01-01 046041597 HAROLD RUBENSTEIN FAMILY CHARITABLE FOUNDATION HARO 2023323117 1824 PHELPS PLACE NW 1810 WASHINGTON DC 200081850 BONNIE COHEN TRUSTEE 2023323117 2024-04-30 1 BONNIE COHEN 999009999 0 HARRY S RAPHAEL P00219464 6172101200 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4480438 X X 103791 103791 98602 469763 98602 202393 202393 50000 40000 10000 9428 7071 2357 11163 11163 0 937 920 17 157 157 0 71685 59311 12374 250250 250250 321935 59311 262624 -119542 143082 433131 311752 311752 25000 328644 249371 956507 2478995 2591505 3212179 3265770 3152628 4480438 0 6400 0 6400 X 719875 719875 1854533 1854533 691362 571820 3265770 3146228 3265770 3152628 3265770 -119542 0 3146228 0 3146228 VANGUARD - ST COVERED 290000 291889 -1889 -1889 TRUIST - LT COVERED 155206 79272 75934 75934 CAPITAL GAINS DIVIDENDS P 24557 24557 24557 98602 1989 0 1989 0 1989 3224 0 0 0 3224 0 1235 1235 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A BONNIE COHEN 2023323117 1824 PHELPS PLACE 1810 NW WASHINGTON DC 200081850 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BONNIE COHEN 1824 PHELPS PLACE 1810 NW WASHINGTON DC 20008 TRUSTEE 10.00 50000 0 0 NONE 0 NONE 0 0 3857502 324722 0 4182224 0 0 4182224 62733 4119491 205975 205975 1989 1989 203986 0 203986 0 203986 262624 0 262624 203986 0 0 66879 30197 4667 71517 25632 198892 262624 0 0 0 203986 58638 0 0 257530 0 0 0 0 0 0 66879 190651 30197 4667 71517 25632 58638 X AMERICAN ASSOCIATES OF NATIONAL THEATRE 214 WEST 29TH STREET 701 NEW YORK NY 10001 NONE PC TO SUPPORT THE WORK OF NATIONAL THEATRE IN THE US AND UK 5000 BETHESDA CARES 7728 WOODMONT AVENUE BETHESDA MD 20814 NONE PC COMMUNITY & CHARITABLE 2000 B'NAI B'RITH INTERNATIONAL 1120 20TH STREET NW 300N WASHINGTON DC 20036 NONE PC COMMUNITY & CHARITABLE 1000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE WASHINGTON DC 20017 NONE PC COMMUNITY & CHARITABLE 1000 CARE USA PO BOX 1870 MERRIFIELD VA 22116 NONE PC COMMUNITY & CHARITABLE 2500 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE PC COMMUNITY & CHARITABLE 3000 CHESAPEAKE LEGAL ALLIANCE 501 6TH STREET GROUND FLOOR SUITE ANNAPOLIS MD 21403 NONE PC COMMUNITY & CHARITABLE 500 CHILDREN'S HOSPITAL FOUNDATION 111 MICHIGAN AVE NW WASHINGTON DC 20010 NONE PC TO HELP THE CHILDREN'S NATIONAL HEALTH SYSTEM 2500 COMPASSION & CHOICES PO BOX 101810 DENVER CO 80250 NONE PC AID IN DYING, DEATH WITH DIGNITY, END OF LIFE, MEDICAL AID IN DYING 10000 DC PUBLIC LIBRARY FOUNDATION 901 G STREET NW 400 WASHINGTON DC 20001 NONE PC TO FOSTER PUBLIC LIBRARIES 84750 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36106 NONE PC COMMUNITY & CHARITABLE 1000 FOOD & FRIENDS 219 RIGGS ROAD NE WASHINGTON DC 20011 NONE PC TO IMPROVE THE LIFE AND HEALTH OF PEOPLE WITH HIV/AIDS 4000 FRIENDS OF THE NATIONAL ARBORETUM 3501 NEW YORK AVENUE NE WASHINGTON DC 20002 NONE PC COMMUNITY & CHARITABLE 4500 HILLWOOD MUSEUM AND GARDENS 4155 LINNEAN AVENUE NW WASHINGTON DC 20008 NONE PC TO PRESERVE AND PROTECT THE HISTORICAL RESIDENCE 2500 IONA SENIOR SERVICES 4125 ALBEMARLE ST NW WASHINGTON DC 20016 NONE PC COMMUNITY & CHARITABLE 2500 MARET SCHOOL 3000 CATHEDRAL AVENUE NW WASHINGTON DC 20008 NONE PC COMMUNITY & CHARITABLE 2500 MARTHA'S TABLE 2114 14TH STREET NW WASHINGTON DC 20009 NONE PC TO PROVIDE HEALTHY FOOD, AFFORDABLE CLOTHING, AND QUALITY EDUCATION 2000 NATIONAL BUILDING MUSEUM 401 F STREET NW WASHINGTON DC 20001 NONE PC COMMUNITY & CHARITABLE 5000 PLANNED PARENTHOOD PO BOX 34128 WASHINGTON DC 20043 NONE PC PROVIDING SEXUAL HEALTH CARE 2000 POSSE FOUNDATION 1612 K STREET NW WASHINGTON DC 20008 NONE PC TO FOSTER SCHOLARLY EDUCATION IN HIGH POTNETIAL HIGH SCHOOLER'S THROUGH TUITION 4000 PRESIDENT & FELLOWS OF HARVARD 1033 MASSACHUSETTS AVENUE STE 3 CAMBRIDGE MA 02138 NONE PC COMMUNITY & CHARITABLE 50000 ROCK CREEK CONSERVANCY 4300 MONTGOMERY AVE 04 BETHESDA MD 20814 NONE PC TO PROTECT LAND AND WATERS OF ROCK CREEK 5000 RORSCHACH THEATER ATLAS PERFORMING ARTS CENTER 1333 H STREET NE WASHINGTON DC 20002 NONE PC COMMUNITY & CHARITABLE 2500 SHARE OUR STRENGTHNO KID HUNGRY PO BOX 75474 BALTIMORE MD 21275 NONE PC COMMUNITY AND CHARITABLE 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC COMMUNITY & CHARITABLE 2500 STAIR OF BIRMINGHAM 3703 5TH AVE S SUITE 400 BIRMINGHAM AL 35222 NONE PC COMMUNITY & CHARITABLE 500 TELLURIDE ARTS PO BOX 152 TELLURIDE CO 81435 NONE PC COMMUNITY & CHARITABLE 1500 TELLURIDE FOUNDATION 220E COLORADO AVE SUITE 106 TELLURIDE CO 81435 NONE PC COMMUNITY & CHARITABLE 7500 THE NATURE CONSERVANCY 425 BARLOW PLACE 100 BETHESDA MD 20814 NONE PC TO PRESERVE EARTH'S NATURAL RESOURCES 20000 THE PHILLIPS COLLECTION 1600 21ST STREET NW WASHINGTON DC 20008 NONE PC COMMUNITY & CHARITABLE 3000 TROUT UNLIMITED 1777 N KENT STREET 100 ARLINGTON VA 22209 NONE PC TO CONSERVE FRESHWATER STREAMS 11000 UPSTREAM ALLIANCE 1867 LINDAMOOR DRIVE ANNAPOLIS MD 21401 NONE PC COMMUNITY & CHARITABLE 1000 WAMU (AMERICAN UNIVERSITY) 4000 BRANDYWINE STREET NW WASHINGTON DC 20016 NONE PC PUBLIC RADIO 2500 250250 0 14 103791 18 98602 0 202393 0 202393 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9428 7071 2357 VULCAN MATERIALS CO 27136 158907 COSTAR GROUP INC 48366 131085 AMAZON.COM INC 51908 334268 COSTCO WHOLESALE CORP 39976 132016 APPLE INC 81985 200231 INVESCO QQQ TRUST SERIES 1 AT COST 10937 81904 ISHARES RUSSELL 1000 VALUE ETF AT COST 31533 69075 FEDERATED HERMES US TREASURY CASH RESERVES #125 AT COST 21190 21190 SPDR BLOOMBERG 3-12 MONTH T-BILL ETF AT COST 149988 149671 VANGUARD INTERMEDIATE TERM BOND INDEX ADMIRAL CL AT COST 82462 82667 VANGUARD SHORT TERM BOND INDEX ADMIRAL CL AT COST 357847 363980 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL CL AT COST 102161 103292 VANGUARD INTERMEDIATE TERM INVEST GRADE ADMIRAL CL AT COST 166719 169758 VANGUARD SHORT TERM INVESTMENT GRADE ADMIRAL CL AT COST 153802 157174 VANGUARD FTSE ALL WORLD EX US INDEX ADMIRAL CL AT COST 104965 128168 VANGUARD HIGH DIVIDEND YIELD INDEX ADMIRAL SHS AT COST 110354 224252 VANGUARD PRIMECAP ADMIRAL CL AT COST 134479 202532 VANGUARD STRATEGIC EQUITY INVESTOR CL AT COST 189605 216480 VANGUARD TOTAL INTL. BOND INDEX ADMIRAL CL AT COST 133284 134433 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL CL AT COST 256795 346281 VANGUARD WINDSOR ADMIRAL CL AT COST 137000 119770 VANGUARD COMMUNICATION SERVICES ETF AT COST 76286 118784 VANGUARD INFORMATION TECHNOLOGY ETF AT COST 24997 161656 VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL CL AT COST 100000 100264 VANGUARD EUROPEAN STOCK INDEX ADMIRAL CL AT COST 155077 166000 VANGUARD PACIFIC STOCK INDEX ADMIRAL CL AT COST 92024 94848 BANK FEES 157 157 0 OTHER LIABILITIES 0 6400 INVESTMENT FEES 11163 11163 0 FOREIGN TAX 902 902 0 FILING FEES 35 18 17