2025-09-24T09:07:56-05:00 2025-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD SUITE 600 ROCKVILLE MD 20852 990PF 2024-07-01 226025378 ALFORD FOUNDATION INC ALFO 2018945323 1631 16TH STREET NW 1 WASHINGTON DC 200093028 MICHAEL R ALFORD PRESIDENT 2018945323 2025-09-18 1 1 BREE-ANN WEIDNER P01319397 3015899000 2024 2025-03-06 01:10:19Z X 414731 X X 2686 2686 -21760 2168666 0 -19074 2686 0 0 0 920 230 690 4309 1077 3232 4264 2132 2132 888 0 0 60 0 60 5 0 5 10446 3439 6119 17575 17575 28021 3439 23694 -47095 0 9907 6148 6148 270797 102691 102691 155159 293565 305892 435863 402404 414731 0 0 X 0 0 363755 363755 72108 38649 435863 402404 435863 402404 435863 -47095 13636 402404 0 402404 CHARLES SCHWAB #5137-5061 SECURITIES SALES P 2025-06-30 2168666 2190426 -21760 -21760 -21760 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A MICHAEL R ALFORD 2024165365 1631 16TH STREET NW 1 WASHINGTON DC 200093028 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL R ALFORD 1631 16TH STREET NW WASHINGTON DC 20009 PRESIDENT 0.25 0 0 0 SHANNON E ALFORD 1631 16TH STREET NW WASHINGTON DC 20009 VICE-PRESIDENT 0.00 0 0 0 MICHAEL R ALFORD 1631 16TH STREET NW WASHINGTON DC 20009 TREASURER 0.00 0 0 0 MARISA ALFORD 1631 16TH STREET NW WASHINGTON DC 20009 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 286491 144219 0 430710 0 0 430710 6461 424249 21212 21212 0 21212 0 21212 0 21212 23694 0 23694 21212 0 0 16887 23453 3204 15642 59186 23694 0 0 0 21212 2482 0 0 61668 0 0 0 0 0 0 16887 44781 23453 3204 15642 2482 X WASHINGTON INTERNATIONAL SCHOOL 3100 MACOMB STREET NW WASHINGTON DC 20008 N/A PC GENERAL SUPPORT 7075 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 N/A PC GENERAL SUPPORT 10000 THE VALENTINE MUSEUM 1015 E CLAY ST RICHMOND VA 23219 N/A PC GENERAL SUPPORT 500 17575 0 14 2686 18 -21760 0 -19074 0 -19074 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4309 1077 3232 INVSC QQQ TRUST SRS 1 19678 20411 ARK GENOMIC REVOLUTION 20123 19918 FIRST TRUST NASDAQ 20277 21691 GLOBAL X DEFENSE TECH 19822 20184 ISHARES US AEROSPACE 11913 12450 ROUNDHILL MAGNIFICENT 20094 20690 SPDR GOLD SHARES 20071 20728 SPDR S&P AEROSPACE 19930 21305 SPDR S&P 500 121554 127277 VANGUARD MEGA CAP GROWTH 20103 21238 LEGAL FEES 920 230 690 BANK CHARGES 5 0 5 BEGINNING VALUE COST BASIS ADJUSTMENT FOR STOCKS 13636 BROKERAGE ACCOUNT FEES 4264 2132 2132 EXCISE TAX 888 0 0