2024-07-18T17:09:34-05:00 2023-12-31 111986323 MARCUM LLP 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990PF 2023-01-01 522279879 THE HERSON-STIRMAN FAMILY FOUNDATION INC HERS 8655882282 1704 VANDER RIDGE LANE KNOXVILLE TN 37919 GAIL HERSON DIRECTOR 8655882282 2024-07-17 1 GAIL HERSON 999009999 1 DONNA MAHAN P01087255 3016913600 2024-07-17 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2150760 X X 39034 36534 170823 589557 170833 209857 207367 0 0 0 6431 3216 3216 14051 14051 0 395 395 0 637 12 625 21514 17674 3841 157000 157000 178514 17674 160841 31343 189693 16634 29216 142715 142715 387087 519235 511383 928381 780857 1429368 73256 23110 67294 1434574 1465917 2150760 0 0 X 0 0 0 0 1434574 1465917 1434574 1465917 1434574 1465917 1434574 31343 0 1465917 0 1465917 CHARLES SCHWAB #1455 INVESTMENTS LT 50000 58605 -8605 -8605 CHARLES SCHWAB #1455 INVESTMENTS ST 25000 25000 0 0 CHARLES SCHWAB INVESTMENTS LT 514557 335119 179438 179438 CHARLES SCHWAB INVESTMENTS -RETURN OF CAPITAL 0 0 170833 2637 0 2637 0 2637 6163 0 0 0 6163 0 3526 3526 0 0 0 0 0 0 0 0 0 0 0 1 1 MD TN 1 0 0 0 0 1 N/A THE HERSON-STIRMAN FAMILY FDN 8655882282 1690 SHEPARD MESA LANE CARPINTERIA CA 93013 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SONIA S HERSON 1111 23RD STREET NW APT 8A WASHINGTON DC 20037 PRESIDENT, DIRECTOR 0.50 0 0 0 CAROLE H MARTIN 1704 VANDER RIDGE LANE KNOXVILLE TN 37919 VICE-PRES., DIRECTOR 1.00 0 0 0 GAIL HERSON 1690 SHEPARD MESA LANE CARPINTERIA CA 93013 TREASURER, DIRECTOR 0.50 0 0 0 LYNN H GRAD 1700 TOWNE DRIVE WEST CHESTER PA 19380 SECRETARY, DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 2205041 7630 0 2212671 0 0 2212671 33190 2179481 108974 108974 2637 2637 106337 0 106337 0 106337 160841 0 160841 106337 0 0 94286 46307 27254 41781 108071 317699 160841 0 0 0 106337 54504 0 0 372203 0 0 0 0 0 0 94286 277917 46307 27254 41781 108071 54504 SONIA S HERSON X ACLU FOUNDATION 915 15TH STREET NW WASHINGTON DC 20005 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 1500 ANTI-DEFAMATION LEAGUE 1100 CONNECTICUT AVENUE NW 1020 WASHINGTON DC 20036 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 4000 BREAD FOR THE CITY 1525 SEVENTH STREET NW WASHINGTON DC 20001 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 500 CAPITAL AREA FOOD BANK 645 TAYLOR STREET NE WASHINGTON DC 20017 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 1500 CLAYTON DABNEY FOUNDATION 2825 OAKLAWN AVENUE DALLAS TX 75219 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 3500 DC CENTRAL KITCHEN 425 2ND STREET NW WASHINGTON DC 20001 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 6500 EQUEST 811 PEMBERTON HILL ROAD BLDG 4 DALLAS TX 75217 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 14000 EVERYTOWN FOR GUN SAFETY PO BOX 4184 NEW YORK NY 10163 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 4000 FRIENDS OF THE ISRAELI DEFENSE FORCES 1430 BROADWAY SUITE 1301 NEW YORK NY 10118 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 13000 FRIENDS OF UNITED HATZALAHBATYA 208 EAST 51ST STREET SUITE 303 NEW YORK NY 10022 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 21500 HEBREW IMMIGRANT AID SOCIETY 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 3000 HOME OF THE SPARROW 969 EAST SWEDERSFORD ROAD EXTON PA 19341 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 4000 INTERNATIONAL RESCUE COMMITTEE 8719 COLESVILLE ROAD SILVER SPRING MD 20910 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 250 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 189761875 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 5500 ISRAEL TENNIS CENTER 3275 WEST HILLSBORO BLVD SUITE 102 DEERFIELD BEACH FL 33442 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 7000 KNOXVILLE MUSEUM OF ART 1050 WORLDS FAIR PARK DRIVE KNOXVILLE TN 37916 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 2500 MONTGOMERY COUNTY FOUNDATION 51 MANNAKEE STREET ROCKVILLE MD 20850 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 2000 NATIONAL NETWORK OF ABORTION FUNDS 9450 SOUTHWEST GEMINI DRIVE PMB 16009 BEAVERTON OR 97008 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 5750 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH AVENUE NEW YORK NY 10011 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 5500 PHILABUNDANCE 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 3000 PLANNED PARENTHOOD 26 BLEECKER STREET NEW YORK NY 10012 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 1000 THE REFUGEE AND IMMIGRANT CENTER FOR EDUCATION AND LEGAL SERVICES 1305 NORTH FLORES STREET SAN ANTONIO TX 78212 PUBLIC CHARITY TO SUPPORT CHARITBALE ORANIZATION 2500 UCB FOUNDATION 92 WALNUT STREET LAWRENCEBURG IN 47025 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 3250 US AGAINST ALZHEIMERS 2 WISCONSIN CIRCLE SUITE 700 CHEVY CHASE MD 20815 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 11250 WORLD CENTRAL KITCHEN 1875 CONNECTICUT AVENUE NW 10TH FLOOR WASHINGTON DC 20009 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 18500 WORLD DANCE FOR HUMANITY 906 NORTH NOPAL STREET SANTA BARBARA CA 93103 PUBLIC CHARITY TO SUPPORT CHARITABLE ORGANIZATION 12000 157000 0 14 39034 18 170823 0 209857 0 209857 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6431 3216 3216 1,250 S BRISTOL MYERS SQUIBB 68697 64138 800 INDUSTRIAL SELECT SECTOR SPDR ETF 72884 91192 2,400 FINANCIAL SELECT SECTOR SPDR ETF 82306 90240 150 THERMO FISHER SCIENTIFIC INC 6960 79619 100 S ACCENTURE 21253 35091 300 ISHARES RUSSELL 2000 GROWTH ETF 42236 75666 350 ECOLAB INC COM 40030 69423 275 S CATERPILLAR INC 37741 81309 400 ALPHABET INC CL A 4635 55876 400 ALPHABET INC CL C 4635 56372 600 HEALTH CARE SELECT SECTOR SPDR ETF 72114 81828 650 YUM! BRANDS INC 18139 84929 1000 CON STAPLES SELECT SECTOR SPDR ETF 68957 72030 700 S TJX 37387 65667 500 APPLE INC 947 96265 700 AMAZON.COM INC 11314 106358 WILLIAM BLAIR INTERNATIONAL 153425 179178 BROOKFIELD ASSET MANAGEMENT 37197 44187 190753 194282 328482 317101 2,137 BROOKFIELD INFRASTRUCTURE PART LP K-1 (HELD INSIDE CHARLES SCHWAB) AT COST 23110 67294 OFFICE EXPENSES 625 0 625 BANK FEES 12 12 0 INVESTMENT FEES 13230 13230 0 PARTNERSHIP INVESTMENT FEES 821 821 0 FOREIGN TAX 395 395 0