2026-09-22T10:27:11-05:00 2025-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990PF 2025-01-01 263952678 THE HALPRIN FAMILY FOUNDATION B HALP 7034420119 1340 POTOMAC SCHOOL ROAD MCLEAN VA 22101 JANICE OBUCHOWSKI OFFICER 7034420119 2026-09-18 1 BREE-ANN WEIDNER P01319397 3015899000 2025 X 1266877 X 892925 23405 23405 706941 1002458 706941 1623271 730346 0 0 0 7770 3885 3885 3028 3028 0 11427 158 0 22225 7071 3885 264709 264709 286934 7071 268594 1336337 723275 258740 362280 362280 1093 0 0 107115 0 0 211700 904597 904597 578648 1266877 1266877 0 0 X 578648 1266877 0 0 0 0 578648 1266877 578648 1266877 578648 1336337 0 1914985 648108 1266877 PUBLICLY TRADED SECURITIES P 2025-12-31 143218 136258 6960 6960 PUBLICLY TRADED SECURITIES D 2025-12-31 855097 159259 695838 695838 CAPITAL GAINS DIVIDENDS P 4143 4143 4143 706941 10054 0 10054 0 10054 5960 0 5000 0 10960 0 906 906 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A JANICE OBUCHOWSKI 7034420119 1340 POTOMAC SCHOOL ROAD MCLEAN VA 22101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 JANICE OBUCHOWSKI 1340 POTOMAC SCHOOL ROAD MCLEAN VA 22101 TRUSTEE 1.00 0 0 0 ALBERT HALPRIN 1340 POTOMAC SCHOOL ROAD MCLEAN VA 22101 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 515948 242979 0 758927 0 0 758927 11384 747543 37377 37377 10054 10054 27323 18000 45323 0 45323 268594 0 268594 45323 0 0 219803 349500 529159 331283 325309 1755054 268594 0 0 0 45323 223271 0 0 1978325 0 0 0 0 0 0 219803 1758522 349500 529159 331283 325309 223271 X ASSOCIATION OF MARIAN HELPERS 2 PROSPECT HILL RD STOCKBRIDGE MA 01263 N/A PC GENERAL SUPPORT 1000 BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION 400 MICHIGAN AVE NW WASHINGTON DC 200170469 N/A PC GENERAL SUPPORT 200 BISHOPS LENTEN APPEAL DIOCESE OF ARLINGTON 200 N GLEBE RD SUITE 811 ARLINGTON VA 22203 N/A PC GENERAL SUPPORT 35000 MOUNT ST MARY'S SEMINARY 16300 OLD EMMITSBURG ROAD EMMITSBURG MD 21727 N/A PC GENERAL SUPPORT 200000 ORDER OF MALTA FEDERAL ASSOCIATION 1730 M STREET NW SUITE 403 WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 2309 PRISON FELLOWSHIP PO BOX 1550 MERRIFIELD VA 221161550 N/A PC GENERAL SUPPORT 20000 RVNAHEALTH HOME HEALTH HOSPICE & REHABILITATION THERAPIES 27 GOVERNOR ST RIDGEFIELD CT 06877 N/A PC GENERAL SUPPORT 1000 ST COLETTA OF GREATER WASHINGTION 1901 INDEPENDENCE AVE SE WASHINGTON DC 20003 N/A PC GENERAL SUPPORT 5000 ST JOSEPH'S INDIAN SCHOOL PO BOX 89 1301 N MAIN ST CHAMBERLAIN SD 573250089 N/A PC GENERAL SUPPORT 100 USO 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 N/A PC GENERAL SUPPORT 100 264709 0 14 23405 18 706941 0 730346 0 730346 0 0 0 0 0 0 0 0 0 0 X X 1 JANICE OBUCHOWSKI 1340 POMOTAC SCHOOL ROAD MCLEAN VA 22101 892925 X X 1 40,850 SHARES NEXTNAV, INC. 499800 2025-06-10 1 500 SHARES APPLE, INC. 137960 2025-11-24 1 100 SHARES INVESCO QQQ TR SER 1 61925 2025-11-28 1 100 SHARES MICROSOFT CORP 49201 2025-11-28 ACCOUNTING 7770 3885 3885 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. TURNING POINT ACTION 4930 EAST BEVERLY ROAD PHOENIX AZ 85044 2024-02-19 1000 GENERAL SUPPORT 1000 N/A NONE PROVIDED 2026-09-16 THE FOUNDATION UNDERTOOK CORRECTIVE ACTIONS TO OBTAIN THE INFORMATION NECESSARY TO SATISFY THE EXPENDITURE RESPONSIBILITY REQUIREMENTS AND EVALUATE POTENTIAL RECOVERY OF GRANT FUNDS. DURING 2025 THE FOUNDATION MADE MULTIPLE WRITTEN REQUESTS TO THE RECIPIENT ORGANIZATION FOR REQUIRED REPORTS AND SUPPORTING DOCUMENTATION REGARDING THE USE OF GRANT PROCEEDS. THE FOUNDATION ALSO REQUESTED COOPERATION IN PROVIDING INFORMATION NECESSARY TO ADDRESS THE EXPENDITURE RESPONSIBILITY DEFICIENCY. THE FOUNDATION MAINTAINS DOCUMENTATION OF ITS COMPLIANCE AND RECOVERY EFFORTS AND WILL NOT BE DONATING TO THIS ORGANIZATION IN THE FUTURE. IN SEPTEMBER 2026, THE FOUNDERS REIMBURSED THE FOUNDATION FOR THE FULL GRANT AMOUNT, THEREBY CORRECTING THE MATTER. BLACKROCK EQTY DIVIDEND (ML 03364) FMV 36345 36345 DOUBLELINE TOTAL RETURN (ML 03364) FMV 77470 77470 ISHARES RUSSELL 1000 GROWTH (ML 03364) FMV 28398 28398 ISHARES RUSSELL 1000 VALUE (ML 03364) FMV 72567 72567 ISHARES US TREASURY BOND (ML 03364) FMV 127789 127789 ISHARES INC CORE MSCI (ML 03364) FMV 18351 18351 ISHARES TR CORE MSCI (ML 03364) FMV 72665 72665 MFS VALUE FD CL 1 (ML 03364) FMV 36173 36173 PIMCO INVESTMENT GRADE CREDIT BOND (ML 03364) FMV 91282 91282 PIMCO INTERNATIONAL BOND (ML 03364) FMV 91545 91545 SCHWAB US SMALL CAP ETF (ML 03364) FMV 35828 35828 VANGUARD LONG TERM (ML 03364) FMV 8872 8872 VANGUARD MORTGAGE-BACKED (ML 03364) FMV 31967 31967 VANGUARD RUSSELL 1000 ET (ML 03364) FMV 88512 88512 BLACKROCK LIQUIDITY FUND FMV 4576 4576 AVANTIS EMERGING MARKETS FMV 18331 18331 ISH USD HIGH YIELD FMV 27411 27411 VANGUARD INTERMEDIATE FMV 36515 36515 UNREALIZED GAIN/LOSS 630108 RECOVERY OF QUALIFYING DISTRIBUTIONS 18000 INVESTMENT MANAGEMENT FEES 3028 3028 0 EXCISE TAXES 11269 0 0 FOREIGN TAX 158 158 0