2024-11-07T15:06:47-06:00 2023-12-31 582487348 APRIO ADVISORY GROUP LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2023-01-01 522278451 THE WENDI & DANIEL H ABRAMOWITZ FAMILY FOUNDATION WEND 3013400003 10213 HOLLY HILL PLACE POTOMAC MD 20854 DANIEL ABRAMOWITZ PRESIDENT 3013400003 2024-11-06 1 1 JEFFREY S GERSHEN CPA P01321451 3012316200 2024-11-06 2023 2024-10-15 13:58:12Z X 281650 X X 10217 10217 18589 111666 18589 28806 28806 0 0 0 1500 0 1500 1500 0 1500 49773 49773 51273 0 51273 -22467 28806 43557 81347 81347 246087 186368 200303 289644 267715 281650 0 0 X 0 0 0 0 289644 267715 289644 267715 289644 267715 289644 -22467 538 267715 0 267715 FIDELITY#4668 P 2023-01-01 2023-12-31 3169 3741 -572 -572 FIDELITY#4668 P 2022-01-01 2023-12-31 107947 89336 18611 18611 CAPITAL GAINS DIVIDENDS P 550 550 550 18589 400 0 400 0 400 870 0 0 0 870 0 470 470 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 0 0 0 0 0 1 N/A DANIEL ABRAMOWITZ 3013400003 10213 HOLLY HILL PLACE POTOMAC MD 20854 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL H ABRAMOWITZ 110 NORTH WASHINGTON ST 401 ROCKVILLE MD 20850 PRESIDENT, DIRECTOR 1.00 0 0 0 WENDI P ABRAMOWITZ 110 NORTH WASHINGTON ST 401 ROCKVILLE MD 20850 SECRETARY, DIRECTOR 1.00 0 0 0 GRANT B OTTENSTEIN 110 NORTH WASHINGTON ST 401 ROCKVILLE MD 20850 DIRECTOR 1.00 0 0 0 JAY M WEINSTEIN 110 NORTH WASHINGTON ST 401 ROCKVILLE MD 20850 DIRECTOR 1.00 0 0 0 RICHARD MELNICK ESQ 110 NORTH WASHINGTON ST 401 ROCKVILLE MD 20850 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 207146 67016 0 274162 0 0 274162 4112 270050 13503 13503 400 400 13103 0 13103 0 13103 51273 0 51273 13103 0 0 33288 18939 56548 58663 35126 202564 51273 0 0 0 13103 38170 0 0 240734 0 0 0 0 0 0 33288 207446 18939 56548 58663 35126 38170 DANIEL H ABRAMOWITZ X AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER IN JERUSALEM 55 W 39TH ST NEW YORK NY 10018 N/A PC GENERAL CONTRIBUTION 100 AMERICAN FRIENDS OF MAGEN DAVID ADOM 352 SEVENTH AVE SUITE 400 NEW YORK NY 10001 N/A PC GENERAL CONTRIBUTION 360 AMERICAN JEWISH COMMITTEE 1156 15TH STREET NW WASHINGTON DC 20005 N/A PC GENERAL CONTRIBUTION 500 ANTI-DEFAMATION LEAGUE 605 THIRD AVE NEW YORK NY 10158 N/A PC GENERAL CONTRIBUTION 2500 COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA PO BOX 35040 BOSTON MA 02135 N/A PC GENERAL CONTRIBUTION 100 FRIENDS OF YAD SARAH 450 PARK AVE 7TH FLOOR NEW YORK NY 10022 N/A PC GENERAL CONTRIBUTION 118 HEBREW HOME OF GREATER WASHINGTON (CHARLES E SMITH LIFE COMMUNITIES) 6121 MONTROSE ROAD ROCKVILLE MD 20852 N/A PC GENERAL CONTRIBUTION 2500 JCCGW PRESCHOOL 6125 MONTROSE ROAD ROCKVILLE MD 20852 N/A PC GENERAL CONTRIBUTION 5000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE RD SUITE 205 ROCKVILLE MD 20852 N/A PC GENERAL CONTRIBUTION 11800 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 N/A PC GENERAL CONTRIBUTION 360 JEWISH SOCIAL SERVICE AGENCY 200 WOOD HILL RD ROCKVILLE MD 20850 N/A PC GENERAL CONTRIBUTION 6800 CHARLES E SMITH JEWISH DAY SCHOOL 1901 EAST JEFFERSON STREET ROCKVILLE MD 20852 N/A PC GENERAL CONTRIBUTION 10000 MAKOM 1500 EAST JEFFERSON STREET ROCKVILLE MD 20852 N/A PC GENERAL CONTRIBUTION 5000 JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON 6101 EXECUTIVE BOULEVARD 100 NORTH BETHESDA MD 20852 N/A PC GENERAL CONTRIBUTION 3600 WASHINGTON INSTITUTE 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 N/A PC GENERAL CONTRIBUTION 500 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F ST NW WASHINGTON DC 20566 N/A PC GENERAL CONTRIBUTION 75 AMERICAN FRIENDS OF THE HEBREW UNIVERSITY 11140 ROCKVILLE PIKE 640 ROCKVILLE MD 20852 N/A PC GENERAL CONTRIBUTION 100 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A PC GENERAL CONTRIBUTION 360 49773 0 14 10217 14 18589 0 28806 0 28806 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1500 0 1500 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED: _______________________________________ DATE:_________________ NAME AND TITLE STOCKS AND BONDS AT COST 159276 175705 OTHER FUNDS AT COST 17092 14598 ISRAEL BOND AT COST 10000 10000 ADJUSTMENT TO COST BASIS OF INVESTMENTS 538