2025-10-29T10:58:00-05:00 2024-12-31 521274476 RIIBNER & ASSOCIATES CHTD CPAS 10410 N KENSINGTON PKWY STE 300 KENSINGTON MD 20895 990PF 2024-01-01 270428390 MARLENE & SAMUEL HALPERIN FAMILY FOUNDAT MARL 3012600412 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 DR ROBERT KING TRUSTEE 3012600412 2025-10-27 1 1 CHRISTINE V MARSHALL P00046139 3019334753 2024 2025-03-06 01:10:19Z X 1481750 X X 4327 4327 45327 45327 109756 468237 109756 159410 159410 0 0 0 2100 0 0 9317 9317 0 11417 9317 0 511000 511000 522417 9317 511000 -363007 150093 20204 15675 15675 1208451 935216 1219623 360623 275380 246452 1589278 1226271 1481750 0 0 X 1589278 1226271 1589278 1226271 1589278 1226271 1589278 -363007 0 1226271 0 1226271 FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK ETF 23944 9007 14937 14937 ISHARES CORE S&P 500 ETF 57946 22714 35232 35232 ISHARES CORE S&P MID-CAP ETF 24040 22008 2032 2032 ISHARES CORE US AGGREGATE BOND ETF 37922 42963 -5041 -5041 VANGUARD DIVIDEND APPRECIATION ETF 102369 63031 39338 39338 VANGUARD SCOTTSDALE FDS INTERMEDIATE 70990 78621 -7631 -7631 FIRST EAGLE GLOBAL FUND 65000 52608 12392 12392 LORD ABBETT GROWTH LEADERS FUND 40000 25248 14752 14752 PGIM SHORT DUR HIGH YTD INCOME 40000 42281 -2281 -2281 CAPITAL GAINS DIVIDENDS P 6026 6026 6026 109756 2086 0 2086 0 2086 2409 0 1800 0 4209 0 2123 2123 0 0 0 0 0 0 0 0 0 0 0 0 1 DC 0 0 0 0 0 1 N/A DR ROBERT KING 3012600412 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEENA T BARLEV MA 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 SECRETARY 1.00 0 0 0 BARBARA BRYNELSON MD 774 FIRST STREET LAKE OSWEGO OR 97034 TRUSTEE 0.25 0 0 0 MAYA BARLEV 5105 TILDEN ROAD BLADENSBURG MD 20720 TRUSTEE 0.25 0 0 0 DANIEL HALPERIN PHD 1713 20TH AVE SEATTLE WA 98122 TRUSTEE 0.25 0 0 0 ARIEL HALPERIN MS 46-197 LILIPUNA ROAD KANEOHE HI 96744 TRUSTEE 0.25 0 0 0 TALIA HALPERIN 3524 NE 92ND STREET SEATTLE WA 98115 TRUSTEE 0.25 0 0 0 ALISON KING JD 224 GREEN STREET NORTH WEYMOUTH MA 02191 TRUSTEE 0.25 0 0 0 JACLYN KING 1608 GUSTON COURT SILVER SPRING MD 20906 TRUSTEE 0.25 0 0 0 ROBERT KING PHD 16114 LLEWELLYN MANOR WAY SILVER SPRING MD 20905 PRESIDENT AND TREASURER 3.00 0 0 0 SAMMY CHOWDHURY 1713 20TH AVE SEATTLE WA 98122 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 1745971 104205 0 1850176 0 0 1850176 27753 1822423 91121 91121 2086 2086 89035 0 89035 0 89035 511000 0 511000 89035 0 0 73683 159729 189116 337267 399354 1159149 511000 0 0 0 89035 421965 0 0 1581114 0 0 0 0 0 0 73683 1507431 159729 189116 337267 399354 421965 X HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 N/A 501(C)(3) GENERAL SUPPORT 50000 EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 N/A 501(C)(3) GENERAL SUPPORT 25000 FAIR CHANCE 2000 S STREET NW SUITE 310 WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 25000 BRIGID ALLIANCE PO BOX 58 NEW YORK NY 10024 N/A 501(C)(3) GENERAL SUPPORT 20000 EVERY MIND 1000 TWINBROOK PKWY ROCKVILLE MD 20851 N/A 501(C)(3) GENERAL SUPPORT 20000 ISRAAID (US) GLOBAL HUMANITARIUN ASSISTANCE INC PO BOX 61227 PALO ALTO CA 94306 N/A 501(C)(3) EMERGENCY SUPPORT 15000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 15000 BOY'S TOWN JERUSALEM FOUNDATION OF AMERICA INC 1 PENN PLAZA SUITE 6250 NEW YORK NY 10119 N/A 501(C)(3) GENERAL SUPPORT 10000 THE NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY 255 WEST 36TH ST SUITE 701 NEW YORK NY 10018 N/A 501(C)(3) SCHOLARSHIPS 10000 NRDC 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 N/A 501(C)(3) GENERAL SUPPORT 10000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 8000 CITY KIDS WILDERNESS PROJECT 2437 15TH STREET NW WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 5000 DIGDEEP RIGHT TO WATER PROJECT (NAVAJO WATER PROJECT) BOX 26779 LOS ANGELES CA 90026 N/A 501(C)(3) GENERAL SUPPORT 5000 AMERICAN FOR BEN-GURION UNIVERSITY 1001 AVENUE OF THE AMERICAS 19TH FLOOR NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 5000 NURSINGALE 9900 SW GREENBURG ROAD SUITE 290 PORTLAND OR 97223 N/A 501(C)(3) GENERAL SUPPORT 5000 FAMILIES FOR FAMILIES 6219 KENNEDY DRIVE CHEVY CHASE MD 20815 N/A 501(C)(3) GENERAL SUPPORT 5000 JEWISH FAMILY SERVICE OF SEATTLE 1601 16TH AVENUE SEATTLE WA 98122 N/A 501(C)(3) GENERAL SUPPORT 5000 LATIN AMERICAN YOUTH CENTER 1419 COLUMBIA ROAD NW WASHINGTON DC 20009 N/A 501(C)(3) GENERAL SUPPORT 5000 MARY'S PLACE PO BOX 1711 SEATTLE WA 98111 N/A 501(C)(3) GENERAL SUPPORT 5000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 EAST 42ND STREET SUITE 400 NEW YORK NY 10017 N/A 501(C)(3) GENERAL SUPPORT 5000 AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM 2248 BROADWAY 1531 NEW YORK NY 10024 N/A 501(C)(3) GENERAL SUPPORT 2500 AMERICAN FRIENDS OF NATAL INC 1120 AVENUE OF THE AMERICAS FLOOR 4 NEW YORK NY 10036 N/A 501(C)(3) GENERAL SUPPORT 2500 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVENUE NW 7TH FLOOR WASHINGTON DC 20001 N/A 501(C)(3) GENERAL SUPPORT 2500 HAWAI'I FOOD BANK 2611 KILIHAU ST HONOLULU HI 96819 N/A 501(C)(3) GENERAL SUPPORT 2500 PEF ISRAEL ENDOWMENT FUNDS INC (SAFEHEART) 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 N/A 501(C)(3) GENERAL SUPPORT 2500 STANDING TOGETHER AMERICA GIVES INC PO BOX 3263 WASHINGTON DC 20010 N/A 501(C)(3) GENERAL SUPPORT 2500 FIGHT 4 DIABETES CURE 10524 DETRICK AVENUE KENSINGTON MD 20895 N/A 501(C)(3) GENERAL SUPPORT 1000 AMERICAN FRIENDS OF ORR SHALOM 3706 ENTERPRISE DRIVE JANESVILLE WI 53546 N/A 501(C)(3) GENERAL SUPPORT 1000 SALUTE FOR MILITARY GOLF ASSOCIATION 14600 ARGYLE CLUB ROAD SILVER SPRING MD 20906 N/A 501(C)(3) GENERAL SUPPORT 1000 MAZON A JEWISH RESPONSE TO HUNGER 10850 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90024 N/A 501(C)(3) GENERAL SUPPORT 65000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT 175000 511000 0 14 4327 14 45327 18 109756 0 159410 0 159410 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2100 0 0 GOVERNMENT OF THE DISTRICT OF COLUMBIA OTR NOTICE 2009-01 (DATED 12/12/2008) STATES THAT DC NONPROFIT ORGANIZATIONS ARE NO LONGER REQUIRED TO FILE A COPY OF THEIR FORM 990 WITH THE OFFICE OF TAX AND REVENUE. ISHARES CORE US AGGREGATE BOND 138848 119297 PGIM SHORT DUR HIGH YLD 136532 127155 FIDELITY NASDAQ COMPOSITE INDEX 32126 80509 ISHARES CORE S&P 500 ETF 85800 183399 ISHARES CORE S&P MID-CAP ETF 72273 79473 VANGUARD DIVIDEND APPRECIATION ETF 204999 323657 VANGUARD INTRMDIATE-TERM CORP BOND 258712 224497 FIRST EAGLE GLOBAL FUND 178391 199333 LORD ABBETT GROWTH 102915 128755 INVESTMENT FEES 9317 9317 0