2024-10-30T15:27:51-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990PF 2023-01-01 527318082 SCHWARTZBERG FAMILY FOUNDATION SCHW 2022530533 11718 GAINSBOROUGH ROAD POTOMAC MD 20854 ROBERT M SCHWARTZBERG CO-TRUSTEE 2022530533 2024-10-30 1 0 ELIZABETH W HELLER P00397829 3019519090 2023 2024-10-15 13:58:12Z X 684052 X X 18445 17766 2606 9030 2606 21051 20372 0 0 0 1650 825 825 3937 3937 0 1199 0 0 6786 4762 825 26106 26106 32892 4762 26931 -11841 15610 7884 2467 2467 413962 407385 664703 30328 30200 16882 452174 440052 684052 0 0 X 0 0 0 0 452174 440052 452174 440052 452174 440052 452174 -11841 0 440333 281 440052 APPLE INC P 3950 565 3385 3385 PFIZER INC P 2676 3084 -408 -408 PFIZER INC P 2404 2775 -371 -371 2606 217 0 217 0 217 0 0 0 0 0 0 217 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A ROBERT M SCHWARTZBERG 2022530533 11718 GAINSBOROUGH ROAD POTOMAC MD 20854 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT M SCHWARTZBERG 11718 GAINSBOROUGH ROAD POTOMAC MD 20854 CO-TRUSTEE 1.00 0 0 0 SHANA I SCHWARTZBERG 670 BRYANTS NURSERY ROAD SILVER SPRING MD 20905 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 650618 10057 0 660675 0 0 660675 9910 650765 32538 32538 217 217 32321 0 32321 0 32321 26931 0 26931 32321 0 0 9547 9547 26931 0 0 0 26931 0 5390 5390 4157 0 0 0 0 0 0 0 4157 4157 X ADL - ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 N/A PC GENERAL SUPPORT 1500 AFMDA - AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 N/A PC GENERAL SUPPORT 2000 AMERICANS FOR BEN GURION UNIVERSITY 1001 AVENUE OF THE AMERICAS 19TH FLOOR NEW YORK NY 10018 N/A PC GENERAL SUPPORT 1000 ASPNI - AMERICAN SOCIETY FOR THE PROTECTION OF NATURE IN ISRAEL 15 EAST 40TH ST STE 904 NEW YORK NY 10016 N/A PC GENERAL SUPPORT 1000 BIRTHRIGHT ISRAEL PO BOX 21615 NEW YORK NY 10087 N/A PC GENERAL SUPPORT 1000 DONATION ISRAEL - AMERICA GIVES 228 PARK AVE S 71410 NEW YORK NY 10003 N/A PC GENERAL SUPPORT 1000 FOOD AND FRIENDS 219 RIGGS ROAD NE WASHINGTON DC 20011 N/A PC GENERAL SUPPORT 500 FRIENDS OF THE IDF 60 EAST 42ND STREET NEW YORK NY 10165 N/A PC GENERAL SUPPORT 1325 HAWAII COMMUNITY FOUNDATION - MAUI STRONG 827 FORT STREET MALL HONOLULU HI 96813 N/A PC GENERAL SUPPORT 1000 J STREET EDCUATION FUND PO BOX 66073 WASHINGTON DC 20035 N/A PC GENERAL SUPPORT 3000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHESDA MD 20852 N/A PC GENERAL SUPPORT 2000 JNF 78 RANDALL AVE ROCKVILLE CENTRE NY 11570 N/A PC GENERAL SUPPORT 1000 NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA PA 19176 N/A PC GENERAL SUPPORT 750 NORTH CAROLINA OUTWARD 2582 RICEVILLE ROAD ASHEVILLE NC 28805 N/A PC GENERAL SUPPORT 2000 OCEAN CONSERVANCY 1300 19TH STREET NW 8TH FLOOR WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 1000 SIMON WEISENTHAL CENTER 1399 ROXBURY DR FL 2 LOS ANGELES CA 90035 N/A PC GENERAL SUPPORT 1000 SO OTHERS MIGHT EAT 71 O STREET NW WASHINGTON DC 20001 N/A PC GENERAL SUPPORT 1000 TEMPLE ISAIAH 1404 STONY BROOK RD STONY BROOK NY 11790 N/A PC GENERAL SUPPORT 1031 US HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 N/A PC GENERAL SUPPORT 2000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 N/A PC GENERAL SUPPORT 1000 26106 0 14 18445 18 2606 0 21051 0 21051 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1650 825 825 ACCENTURE PLC 8031 22809 APPLE INC 14113 96265 CVS HEALTH CARE COM 12735 12634 COCA COLA CO 17169 24161 FEDEX CORP 21751 27827 JOHNSON & JOHNSON 21897 29781 LOWES COS INC 16758 50074 MICROSOFT CORP 15466 94010 NORFOLK SOUTHERN 22519 48458 PFIZER INC 12334 11516 PROCTER & GAMBLE 18723 32239 SYSCO CORP 23903 31812 US BANCORP 19336 16230 UPS 16794 22012 VERIZON COMM 35144 26051 WEYERHAEUSER CO 9732 10431 TRUIST FINANCIAL CORPORATION 17829 14030 MEDTRONIC PLC 16028 12769 DOMINION ENERGY INC 15910 9635 DONALDSON COMPANY 12089 15684 GOLDMAN SACHS GROUP INC 25154 28933 PNC FINANCIAL SERVICES GROUP 16292 12388 TARGET CORP 17678 14954 BRANDYWINE REALTY TRUST AT COST 14502 5103 PHYSICIANS REALTY TRUST AT COST 15698 11779 UNREALIZED GAIN/LOSS 281 INVESTMENT FEES 3937 3937 0 FEDERAL EXCISE TAXES 1199 0 0