2024-09-07T15:47:27-05:00 2023-12-31 571157523 Aprio LLP 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990PF 2023-01-01 136207879 Gerard and Ruth Daniel Foundation Inc GERA 3016541259 5630 Wisconsin Avenue APT 1601 Chevy Chase MD 20815 Miriam Daniel President 3016541259 2024-09-07 1 1 Stacy Cullen P00974308 4048929651 2024-09-07 2023 2024-08-08 14:25:15Z X 2813136 X X 76452 76452 401870 1655896 401870 478322 478322 0 0 0 8950 2685 6265 20291 20291 0 1725 0 1725 30966 22976 7990 209463 209463 240429 22976 217453 237893 455346 51711 43769 43769 2423158 2668993 2769367 2474869 2712762 2813136 0 0 X 0 0 0 0 2474869 2712762 2474869 2712762 2474869 2712762 2474869 237893 0 2712762 0 2712762 Schwab - 9905 1601531 1202187 399344 399344 Schwab - 9905 50744 51839 -1095 -1095 Capital Gains Dividends P 3621 3621 3621 401870 6329 0 6329 0 6329 799 0 0 0 799 0 5530 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A Miriam Daniel 3016541259 5630 Wisconsin Avenue APT 1601 Chevy Chase MD 20815 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Miriam Daniel 5630 Wisconsin Ave APT 1601 Chevy Chase MD 20815 President 1.00 0 0 0 Ralph Daniel 24 Oakdale Avenue San Rafael CA 94901 Vice-President 1.00 0 0 0 Laurence Wolff 5630 Wisconsin Ave APT 1601 Chevy Chase MD 20815 Board Member 1.00 0 0 0 Deborah Daniel 12387 Hillside Drive Truckee CA 96161 Board Member 1.00 0 0 0 NONE 0 NONE 0 0 2688644 31427 0 2720071 0 0 2720071 40801 2679270 133964 133964 6329 6329 127635 0 127635 0 127635 217453 0 217453 127635 0 0 103071 77607 98591 58803 338072 217453 0 0 0 127635 89818 0 0 427890 0 0 0 0 0 0 0 427890 103071 77607 98591 58803 89818 X AbortionFundsorg 9450 SW Gemini Dr PMB 16009 Beaverton OR 97008 None PC Support the organization's mission to remove financial and logistical barriers to abortion access 1000 American Jewish Joint Dist Committee PO Box 4124 New York NY 10163 None PC Support organizations mission to provide aid to vulnerable Jews 1000 Boys and Girls Club 1275 Peachtree St NE Atlanta GA 30309 None PC support organizations mission to provide a safe environment where kids can learn, play, and grow 2000 Cap Radio 7055 Folsom Boulevard Sacramento CA 958262625 None PC Suppor the mission to inspire people to look at the world from multiple perspectives 1000 Capital Jewish Museum 1109 Fifth Avenue at 92nd Street Manhattan NY 10128 None PC Support the organization's mission efforts toward diversity, inclusivity, and ultimately equity. 3000 Ceche - The National Food Museum 3612 Yuma ST NW Washington DC 20008 None PC Support the organization's mission efforts toward promoting critical thinking about food's impact on health and the environment 1800 Coalition to Stop Violence Against Native Women 4600 Montgomery Blvd NE b202 Albuquerque NM 87109 None PC Support the mission is to stop violence against Native women and children by advocating for social change in tribal communities. 1000 Crisis Intervention 948 Incline Way Incline Village NV 89451 None PC Support the organizations' mission to connectandempowertheir community 3000 Connecticut College 270 Mohegan Avenue New London CT 06320 None PC Unrestricted Contribution 3000 Friends of the Daniel Centers 5630 Wisconsin Ave Apt 1601 Chevy Chase MD 20815 None PC Help to build religious pluralism in Israel 55000 Friends of the IMPJ 211 S Spalding Dr Unit S403 Bevery Hills CA 90212 None PC Support the campaign to open the possibilities for liberal Jewish practice in Israel 7113 Guildenhorn Inst for Israel Studies Gift Fund 0124 Taliaferro Hall College Park MD 20742 None PC Support the mission to study and research Israel in all its variety, but also to presenting political, cultural and general interest programs featuring Israel and its place in the Middle East 1800 Hand in Hand PO Box 80102 Portland OR 97280 None PC Support the mission to build social cohesion in Israel 1000 Hebrew Union College One W 4th St New York NY 10012 None PC Support of annual fund for HUC-JIR 25000 JFCS of SF Marin Dr George Sugarman Swift Building 600 5th Avenue San Rafael CA 94901 None PC Support the mission to strengthen individuals, families and community across the Bay Area 23000 Jewish Federation of DC 6101Executive Blvd North Bethesda MD 20852 None PC Support Judaism in greater Washington DC 1800 Levine Music 900 Wayne Ave Silver Spring MD 20910 None PC Support the organization's mission of inspiring joy through music 1800 MCFNorth Tahoe PO Box 5216 Auburn CA 95604 None PC Support the mission to generate resources to build a more caring, creative, and effective community 2000 Native Hope 112 S Main St Chamberlain SD 57325 None PC Support the mission of addressing the injustice done to Native Americans 2000 Nevada County PO Box 3525 Grass Valley CA 95945 None PC Support women's health 1000 New Futures 609 H Street NE Suite 500 Washington DC 20002 None PC Support the organization's mission of propeling underserved young people through certifications and community college degrees 750 Planned Parenthood PO Box 97166 Washington DC 20090 None PC Support women's health 5000 NARAL - Pro-Choice Amr Found 1725 Eye Street NW Suite 900 Washington DC 20006 None PC Support women's health 4500 Ralph M Daniel Charitable (Schwab Charitable) PO Box 628298 Orlando FL 32862 Board Member PC Passed to other charities 25000 Rodef Sholom 170 North San Pedro Rd San Rafael CA 94903 None PC Support a synagogue in San Rafael CA 4000 Seeds of Peace 370 Lexington Ave Ste 1201 New York NY 10017 None PC Support of educators program 2500 Temple Beth Am 300 Pleasant St Framingham MA 01701 None PC Support the synagogue in Framingham MA 1800 Temple Sinai 3100 Military Rd NW Washington DC 20015 None PC Support of the synagogue in DC 9000 Union for Reform Judaism 633 Third Ave 7th Fl New York NY 10017 None PC Support of reform Jewish synagogues in the US and Canada 5000 VNA Foundation 1110 35th Lane Vero Beach FL 32960 None PC Supporting charitable patient care, non-reimbursed services and program needs of the VNA of the Treasure Coast. 2000 World Union for Progressive Judaism 633 Third Ave 7th Fl New York NY 10017 None PC Support the organization's mission in progressive Judaism 3600 Yiddish Book Center 1021 West St Amherst MA 01002 None PC Support the organization's mission of working to recover, celebrate, and regenerate Yiddish and modern Jewish literature and culture. 5000 Young Center 2245 South Michigan Avenue Suite 301 Chicago IL 60616 None PC Support the mission to protectandadvance the rightsandbest interestsofimmigrant children 2000 YMCA 101 N Wacker Drive Chicago IL 60606 None PC Support critical programs and services for people who need them. 1000 209463 0 14 76452 18 401870 0 478322 0 478322 0 0 0 0 0 0 0 0 0 0 Accounting Fees 8950 2685 6265 Schwab - 9905 AT COST 2668993 2769367 Investment Fees 20291 20291 0