2025-10-15T14:05:25-05:00 2024-12-31 042206126 RAPHAEL AND RAPHAEL LLP 312 STUART STREET 3RD FLOOR BOSTON MA 02116 990PF 2024-01-01 046041597 HAROLD RUBENSTEIN FAMILY CHARITABLE FOUNDATION HARO 2023323117 1824 PHELPS PLACE NW 1810 WASHINGTON DC 200081850 BONNIE COHEN TRUSTEE 2023323117 2025-06-10 1 0 HARRY S RAPHAEL P00219464 6172101200 2024 2025-03-06 01:10:19Z X 4715065 X X 138036 138036 1011456 2246078 1011456 1149492 1149492 50000 40000 10000 6400 4800 1600 9534 9534 0 3318 2518 35 24 24 0 69276 56876 11635 259250 259250 328526 56876 270885 820966 1092616 311752 264711 264711 249371 0 0 2591505 3704446 4450354 3152628 3969157 4715065 6400 1963 6400 1963 X 719875 719875 1854533 1854533 571820 1392786 3146228 3967194 3152628 3969157 3146228 820966 0 3967194 0 3967194 FIDELITY ST COVERED 448338 448639 -301 -301 FIDELITY LT COVERED 1226872 399359 827513 827513 INVESCO QQQ TR UNIT SER 1 2011-06-13 2024-05-15 90057 10937 79120 79120 ISHARES RUSSELL 1000 VALUE ETF 2009-07-09 2024-05-15 74514 31533 42981 42981 VANGUARD ST COVERED 43176 39410 3766 3766 VANGUARD LT COVERED 324180 304744 19436 19436 CAPITAL GAINS DIVIDENDS P 38941 38941 38941 1011456 15187 0 15187 0 15187 2000 0 16000 0 18000 0 2813 2813 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A BONNIE COHEN 2023323117 1824 PHELPS PLACE 1810 NW WASHINGTON DC 200081850 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BONNIE COHEN 1824 PHELPS PLACE 1810 NW WASHINGTON DC 20008 TRUSTEE 10.00 50000 0 0 NONE 0 NONE 0 0 4444635 297533 0 4742168 0 0 4742168 71133 4671035 233552 233552 15187 15187 218365 0 218365 0 218365 270885 0 270885 218365 0 0 30197 4667 71517 25632 58638 190651 270885 0 0 0 218365 52520 0 0 243171 0 0 0 0 0 0 30197 212974 4667 71517 25632 58638 52520 X 100REPORTERS 1100 15TH STREET NW 4TH FLOOR WASHINGTON DC 20015 NONE PC ADVANCES REPORTING NEWS THROUGH SUPPORTING INVESTIGATIVE JOURNALISM 2500 AH HAA SCHOOL FOR THE ARTS 155 W PACIFIC AVENUE TELLURIDE CO 81435 NONE PC ADVANCES THE ARTS IN THE COMMUNITY 3000 AMERICAN ASSOCIATES OF NATIONAL THEATRE 247 WEST 30TH STREET SUITE 8F NEW YORK NY 10001 NONE PC SUPPORTS THE UK NATIONAL THEATRE IN UK AND USA 5000 ANCHOR FUND 4200 WISCONSIN AVENUE MW 106-116 WASHINGTON DC 20016 NONE PC SUPPORTS SURVIVORS OF DOMESTIC ABUSE AND SEXUAL VIOLENCE 2000 AVALON THEATRE PROJECT 5612 CONNECTICUT AVENUE NW WASHINGTON DC 20015 NONE PC DEDICATED TO FILM, FILM EDUCATION AND HISTORIC PRESERVATION OF THE AVALON THEATRE 1000 BETHESDA CARES 7728 WOODMONT AVENUE BETHESDA MD 20814 NONE PC PROVIDES FOOD HOUSING TO HOMELESS 2500 BRADY CENTER 14200 PARK MEADOW DRIVE 3305 CHANTILLY VA 20151 NONE PC ADVOCATES FOR GUN VIOLENCE PREVENTION 2000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 NONE PC PROVIDES FOOD AND SUPPORT FOR THE FOOD INSECURE RESIDENTS DC 2000 CARE USA PO BOX 1870 MERRIFIELD VA 22116 NONE PC DELIVERS EMERGENCY RESOURCES TO FAMILIES IN NEED 2500 CHESAPEAKE BAY FOUNDATION HERNDON AVENUE ANNAPOLIS MD 21403 NONE PC WORKS IN EDUCATION, 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HISTORIC RESIDENCE AND GARDENS 2500 IONA SENIOR SERVICES 1319 F STREET NW 604 WASHINGTON DC 20016 NONE PC SUPPORTS ELDERLY AND CAREGIVERS IN THE COMMUNITY 5000 KOTO (KNOW ONE TEACH ONE) 207 N PINE STREET TELLURIDE CO 81435 NONE PC SUPPORTS THE COMMUNITY RADIO OF TELLURIDE, CO 500 MARET SCHOOL 4300 MONTGOMERY AVENUE SUITE 304 BETHESDA MD 20814 NONE PC SUPPORTS K-12 EDUCATION PROGRAM AND MISSION 2500 MOVEMENT VOTER FUND 1333 H STREET NE WASHINGTON DC 20002 NONE PC SUPPORTS EXPANDING DEMOCRACY AND POLICY 5000 NATIONAL BUILDING MUSEUM 401 F STREET NW WASHINGTON DC 20001 NONE PC INSPIRES CURIOUSITY ABOUT THE WORLD OF DESIGN AND BUILDINGS 2500 NATIONAL PARTNERSHIP FOR WOMEN AND CHILDREN 1725 EYE STREET NW 950 WASHINGTON DC 20009 NONE PC WORKS TO MAKE LIFE BETTER FOR WOMEN AND FAMILIES 25000 PARENT ENCOURAGEMENT PROGRAM PEP PO BOX 97260 WASHINGTON DC 20090 NONE PC WORKS TO EDUCATE PARENTS 1000 PINHEAD INSTITURE PO BOX 152 TELLURIDE CO 81435 NONE PC PROMOTES SCIENCE EDUCATION 3000 PLANNED PARENTHOOD 10100 CONNECTICUT AVENUE KENSINGTON MD 20895 NONE PC PROTECTS, EDUCATES AND PROMOTES REPRODUCTIVE HEALTH 2500 POSSE FOUNDATION 425 BARLOW PLACE 100 BETHESDA MD 20814 NONE PC PROVIDES COLLEGE SCHOLARSHIPS AND CAREER SUPPORT FOR SELECT HIGH SCHOOLERS 2500 PRO PUBLICA 1600 21ST STREET NW WASHINGTON DC 20009 NONE PC EXPOSES ABUSE OF POWER AND PUBLIC TRUST THROUGH INVESTIGATIVE JOURNALISM 2000 RACOCO PRODUCTIONS INC 109 N 9TH STREET 3R BROOKLYN NY 11249 NONE PC SUPPORTS THE ADVANCEMENT OF THE ARTS - DANCE 1000 REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS 14 WALL STREET SUITE 8A-60 NEW YORK NY 10005 NONE PC PROVIDES PRO BONO LEGAL SUPPORT FOR JOURNALISTS 1000 ROCK CREEK CONSERVANCY 7200 WISCONSIN AVENUE 500 BETHESDA MD 20814 NONE PC PROTECTS AND RESTORES ROCK CREEK WATERSHED 10000 RORSCHACH THEATER 1333 H STREET NE WASHINGTON DC 20002 NONE PC PROMOTES THIS LOCAL THEATRE PRODUCTION COMPANY 2500 SHARE OUR STRENGTHNO KID HUNGRY PO BOX 75475 BALTIMORE MD 21275 NONE PC WORKS TO END CHILD HUNGER 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE PC SUPPORTS CIVIL RIGHTS 2500 SPARKY PRODUCTIONS PO BOX 2096 TELLURIDE CO 81435 NONE PC PROVIDES EDUCATIONAL AND CULTURAL PROGRAMS 500 TELLURIDE FOUNDATION 220 E COLORADO AVENUE 106 TELLURIDE CO 81435 NONE PC SUPPORTS LOCAL ORGANIZATIONS PROVIDING ENVIRONMENTAL AND EDUCATIONAL PROGRAMS 7000 TELLURIDE MOUNTAIN CLUB PO BOX 1201 TELLURIDE CO 81435 NONE PC SERVES TO SUPPORT LOCAL RECREATIONAL OUTDOOR ACTIVITIES 500 THE NATURE CONSERVANCY 425 BARLOW PLACE 100 BETHESDA MD 20814 NONE PC SUPPORTS LAND CONSERVATION AND BIODIVERSITY 15000 THE PHILLIPS COLLECTION 1600 21ST STREET NW WASHINGTON DC 20008 NONE PC SERVES TO MAINTAIN AND ENHANCE THIS MUSEUM 2500 THEATRE JEDLAVITCH JEWISH COMMUNITY CENTER 1529 16TH STREET WASHINGTON DC 20036 NONE PC PRESERVES AND EXPANDS JEWISH THEATRICAL TRADITIONS 5000 UPSTREAM ALLIANCE 1867 LINDAMOOR DRIVE ANNAPOLIS MD 21401 NONE PC WORKS TO EDUCATE AQUATIC CONSERVATION LEADERS AND EXPAND PARTNERSHIPS 2500 WAMU (AMERICAN UNIVERSITY) PO BOX 98101 WASHINGTON DC 20016 NONE PC DELIVERS RADIO PROGRAMMING 2500 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 20090 NONE PC PROVIDES ESSENTIAL INFRASTRUCTURE FOR FREE KNOWLEDGE 1000 WILMER OPTHAMOLOGY INSTITUTE 750 EAST PRATT STREET 17TH FLOOR BALTIMORE MD 21202 NONE PC DELIVERS EYE CARE AND SUPPORTS RESEARCH 5000 WOOLLY MAMMOTH THEATRE 641 D STREET NW WASHINGTON DC 20004 NONE PC PRODUCES THEATRE 2000 YLACES (YOUTH LEARNING AS A CITIZEN ENVIRONMENTAL SCIENTISTS) PO BOX 42558 WASHINGTON DC 20015 NONE PC OFFERS SCIENTIFIC GRANTS 1250 259250 0 14 138036 18 1011456 0 1149492 0 1149492 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6400 4800 1600 GRAMERCY EMERGING MARKETS DEBT FUND I AT COST 65000 63959 GLOBAL X FDS GLB X MLP ENRG I (MLPX) AT COST 10955 13323 INVESCO EXCHANGE TRADED FD TR S&P500 AT COST 11190 10514 ISHARES INC MSCI CDA ETF (EWC) AT COST 18968 17732 VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF AT COST 72900 72270 VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF AT COST 70063 66209 VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF AT COST 72231 65311 VANGUARD INDEX FUNDS S&P 500 ETF USD AT COST 415528 461221 VANGUARD MID-CAP INDEX FUND AT COST 23607 25092 ISHARES TR 10-20 YR TRS ETF (TLH) AT COST 19164 19112 PIMCO 15+ YEAR US TIPS INDEX EXCHANGE-TRADED FUND AT COST 32298 31242 VANGUARD BD INDEX FDS TOTAL BND MARKT AT COST 226258 225582 VANGUARD SCOTTSDALE FDS INTER TERM TREAS AT COST 49384 49358 ISHARES GLOBAL ENERGY ETF AT COST 25574 25574 VANGUARD INTERMEDIATE TERM BOND INDEX ADMIRAL CL AT COST 191647 186441 VANGUARD SHORT TERM BOND INDEX ADMIRAL CL AT COST 370309 377546 VANGUARD TOTAL BOND MARKET INDEX ADMIRAL CL AT COST 105925 104570 VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL CL AT COST 100000 107893 VANGUARD INTERMEDIATE TERM INVEST GRADE ADMIRAL CL AT COST 174698 175338 VANGUARD FTSE ALL WORLD EX US INDEX ADMIRAL CL AT COST 104965 130958 VANGUARD HIGH DIVIDEND YIELD INDEX ADMIRAL SHS AT COST 117401 263706 VANGUARD PRIMECAP ADMIRAL CL AT COST 148930 229923 VANGUARD STRATEGIC EQUITY INVESTOR CL AT COST 215470 253639 VANGUARD TOTAL INTL. BOND INDEX ADMIRAL CL AT COST 136083 139433 VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL CL AT COST 262147 428499 VANGUARD WINDSOR ADMIRAL CL AT COST 137000 116810 VANGUARD COMMUNICATION SERVICES ETF AT COST 76286 156355 VANGUARD INFORMATION TECHNOLOGY ETF AT COST 24997 207681 VANGUARD SMALL CAP INDEX ADMIRAL CL AT COST 200000 205568 VANGUARD PACIFIC STOCK INDEX ADMIRAL CL AT COST 225468 219495 BANK FEES 24 24 0 OTHER LIABILITIES 6400 1963 INVESTMENT FEES 9534 9534 0 FOREIGN TAX 2483 2483 0 FILING FEES 70 35 35 FEDERAL EXCISE TAXES 765 0 0