2024-11-15T13:46:48-06:00 2023-12-31 364549119 SBK FINANCIAL INC 1001 HAXALL POINT SUITE 705 RICHMOND VA 23219 990PF 2023-01-01 541874836 ARON FAMILY FOUNDATION ARON 3019077922 5630 WISCONSIN AVE APT 301 CHEVY CHASE MD 208154452 MARK G ARON TREASURER 3019077922 2024-11-15 1 0 J KEVIN KING P00478828 8042371700 2024-11-15 2023 2024-10-15 13:58:12Z X 5347635 X 254512 47142 47142 188074 561149 188074 489728 235216 0 0 0 3000 1500 1500 25 13 12 3025 1513 1512 323706 323706 326731 1513 325218 162997 233703 19072 121416 121416 4383937 5226219 5226219 4403009 5347635 5347635 5000 0 5000 X 4403009 5342635 0 0 0 0 4403009 5342635 4403009 5347635 4403009 162997 776629 5342635 0 5342635 VANGUARD WELLESLEY INCOME ADMIRAL 2023-01-17 200000 211728 -11728 -11728 VANGUARD WELLESLEY INCOME ADMIRAL 2019-06-03 2023-04-10 100000 107642 -7642 -7642 AMGEN INC. 2008-12-22 2023-12-18 16470 3454 13016 13016 DISCOVER FINL S 2023-12-18 18592 3080 15512 15512 LEIDOS HOLDINGS INC 2023-12-18 8826 1097 7729 7729 LOCKHEED MARTIN CORP 2023-12-18 16533 3179 13354 13354 MARTIN MARIETTA MATERIAL 2013-11-14 2023-12-18 24384 5101 19283 19283 MCDONALDS CORP 2013-12-03 2023-12-18 24607 8191 16416 16416 MERCK & CO. INC. 2023-12-18 18345 5468 12877 12877 NIKE INC CLASS B 2014-02-20 2023-12-18 21872 6805 15067 15067 NVIDIA CORP 2022-06-28 2023-12-18 29931 9659 20272 20272 PALO ALTO NETWORKS 2017-03-23 2023-12-18 61720 7479 54241 54241 PHILLIPS 66 2023-12-18 15180 192 14988 14988 CAPITAL GAINS DIVIDENDS P 4689 4689 4689 188074 3248 0 3248 0 3248 13560 0 0 0 13560 0 10312 10312 0 0 0 0 0 0 0 0 0 0 0 1 1 MD VA 1 0 0 0 0 1 N/A SBK FINANCIAL INC 8042371700 1001 HAXALL POINT SUITE 705 RICHMOND VA 23219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MILLICENT S ARON 5630 WISCONSIN AVE APT 301 CHEVY CHASE MD 208154452 PRESIDENT/DIRECTOR/MEMBER 5.00 0 0 0 SAMANTHA H ARON 5630 WISCONSIN AVE APT 301 CHEVY CHASE MD 208154452 SECRETARY/DIRECTOR/MEMBER 5.00 0 0 0 MARK G ARON 5630 WISCONSIN AVE APT 301 CHEVY CHASE MD 208154452 TREASURER/DIRECTOR/MEMBER 5.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 4639479 105356 0 4744835 0 0 4744835 71173 4673662 233683 233683 3248 3248 230435 0 230435 0 230435 325218 0 325218 230435 0 0 67443 70008 204060 148651 318942 809104 325218 0 0 0 230435 94783 0 0 903887 0 0 0 0 0 0 67443 836444 70008 204060 148651 318942 94783 MILLICENT S ARON MARK G ARON X AMNESTY INTERNATIONAL USA FIVE PENN PLAZA 16TH FLOOR NEW YORK NY 10001 NONE PC OPERATING PURPOSES 200 ARLINGTON COMMUNITY FOUNDATION 4601 N FAIRFAX DR SUITE 1050 ARLINGTON VA 22203 NONE PC OPERATING PURPOSES 500 BRANDEIS UNIVERSITY 415 SOUTH ST MS 126 WALTHAM MA 024532728 NONE PC OPERATING PURPOSES 3000 BREAD FOR THE CITY 1640 GOOD HOPE ROAD SE WASHINGTON DC 20020 NONE PC OPERATING PURPOSES 137750 CHILDREN'S LAW CENTER 501 3RD STREET NW 8TH FLOOR WASHINGTON DC 20001 NONE PC OPERATING PURPOSES 10000 ENGLISH EMPOWERMENT CENTER 2855 ANNANDALE RD FALLS CHURCH VA 22042 NONE PC OPERATING PURPOSES 1000 MULES MEN'S & WOMEN'S SOFTBALL BOOSTER CLUB INC PO BOX 271326 FLOWER MOUND TX 75027 NONE PC OPERATING PURPOSES 10000 N STREET VILLAGE 1333 N STREET NW WASHINGTON DC 20005 NONE PC OPERATING PURPOSES 105000 NIGHT MINISTRY 1031 FRANKLIN STREET SAN FRANCISCO CA 94109 NONE PC OPERATING PURPOSES 256 READING IS FUNDAMENTAL NORTHERN VIRGINIA INC PO BOX 7012 ARLINGTON VA 22207 NONE PC OPERATING PURPOSES 500 REHOBOTH BEACH VOLUNTEER FIRE COMPANY 219 REHOBOTH AVENUE REHOBOTH BEACH DE 19971 NONE PC OPERATING PURPOSES 250 RORSCHACH THEATRE 1333 H STREET NE WASHINGTON DC 20002 NONE PC OPERATING PURPOSES 1000 SMITHSONIAN INSTITUTION PO BOX 37012 WASHINGTON DC 200137012 NONE PC OPERATING PURPOSES 10000 STUDIO THEATRE 1501 14TH STREET NW WASHINGTON DC 20005 NONE PC OPERATING PURPOSES 10000 TEMPLE MICAH 2829 WISCONSIN AVE NW WASHINGTON DC 200074702 NONE PC OPERATING PURPOSES 3000 UJA FEDERATION OF NEW YORK 130 EAST 59TH ST NEW YORK NY 10022 NONE PC OPERATING PURPOSES 250 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC OPERATING PURPOSES 500 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PC OPERATING PURPOSES 500 WOOLLY MAMMOTH THEATRE COMPANY 641 D STREET NW WASHINGTON DC 20004 NONE PC OPERATING PURPOSES 30000 323706 0 14 47142 18 188074 0 235216 0 235216 0 0 0 0 0 0 0 0 0 0 X X 1 MARK AND CINDY ARON 5630 WISCONSIN AVE APT 301 CHEVY CHASE MD 208154452 254512 X 1 PUBLICLY TRADED SECURITIES (SEE ATTACHED) 254512 2023-12-15 SBK FINANCIAL, INC. 3000 1500 1500 NONE 0 4,922 SHS - APPLE INC 947633 947633 18,594 SHS - CSX CORP 644654 644654 1,600 SHS - MASTERCARD INC 682416 682416 200 SHS - BERKSHIRE HATHAWAY CL A 1085250 1085250 8,604.32 SHS - VANGUARD WELLESLEY 519959 519959 550 SHS - WALT DISNEY CO 49660 49660 550 SHS - ABBOTT LABORATORIES 60539 60539 75 SHS - AMGEN INC. 21602 21602 41 SHS - GOLDMAN SACHS GROUP 15817 15817 50 SHS - HOME DEPOT INC 17328 17328 420 SHS - JPMORGAN CHASE & CO 71442 71442 400 SHS - NIKE INC 43428 43428 735 SHS - PALO ALTO NETWORKS 216737 216737 330 SHS - T ROWE PRICE GROUP 35538 35538 17 SHS - WALMART INC 2680 2680 190 SHS - ZOETIS INC 37500 37500 1,628.4926 SHS - SPDR S&P 500 ETF 774036 774036 SCC REGISTRATION FEE 25 13 12 SFAS 124 ADJUSTMENT 776629