2026-04-06T12:11:30-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990PF 2025-01-01 526037949 THE AARON AND CECILE GOLDMAN FAMILY FOUNDATION AARO 2023326600 39 WEST MONTGOMERY AVE ROCKVILLE MD 20850 MICHAEL GOLDMAN TRUSTEE 2023326600 2026-04-01 1 FRANK SMITH P00639053 2022274000 2026-04-01 2025 2025-03-06 01:10:19Z X 4281662 X X 110461 110461 167631 583664 167631 353 0 278445 278092 0 0 0 4567 2284 2283 40750 22691 18059 8208 2492 0 118 0 118 53643 27467 20460 179830 179830 233473 27467 200290 44972 250625 16900 51462 51462 1665789 1525505 1525505 469893 498655 498655 1715164 2206040 2206040 3867746 4281662 4281662 0 0 X 3867746 4281662 3867746 4281662 3867746 4281662 3867746 44972 368944 4281662 0 4281662 BERNSTEIN INVESTMENTS ST 2025-12-31 113019 104111 8908 8908 BERNSTEIN INVESTMENTS LT 2025-12-31 436360 311922 124438 124438 CAPITAL GAINS DIVIDENDS P 34285 34285 34285 167631 3484 0 3484 0 3484 3600 0 0 0 3600 0 116 116 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 0 0 0 0 0 1 N/A THE ORGANIZATION 2023326600 39 WEST MONTGOMERY AVE ROCKVILLE MD 20850 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL D GOLDMAN 39 WEST MONTGOMERY AVE ROCKVILLE MD 20850 TRUSTEE 0.50 0 0 0 DAVID A MARGOLIUS 39 WEST MONTGOMERY AVE ROCKVILLE MD 20850 TRUSTEE 0.25 0 0 0 KENNETH E MARGOLIUS 39 WEST MONTGOMERY AVE ROCKVILLE MD 20850 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 4040523 93920 0 4134443 0 0 4134443 62017 4072426 203621 203621 3484 3484 200137 22500 222637 0 222637 200290 0 200290 222637 0 0 78020 107464 24614 121890 331988 200290 0 0 0 200290 0 22347 22347 309641 0 0 0 0 0 0 55673 253968 107464 24614 121890 X AMERICAN FRIENDS OF LEKET ISRAEL INC PO BOX 2090 TEANECK NJ 07666 PC 2025 ONE-TIME GRANT TO CONTINUE MEAL RESCUE 10000 AMERICAN FRIENDS OF RABIN MEDICAL CENTER INC 636 BROADWAY 618 NEW YORK NY 10012 PC ONE-TIME GRANT TO ASSIST WITH WOUNDED ISRAELI SOLDIERS 5000 AMERICAN FRIENDS OF REICHMAN UNIVERSITY INC 156 WEST 56TH ST 3RD FLOOR NEW YORK NY 10019 PC OPERATING SWORDS OF IRON GRANT 12500 AVODAH THE JEWISH SERVICE CORPS INC 195 MONTAGUE ST 14TH FLOOR BROOKLYN NY 11201 PC GRANT 2024 2ND OF 2 PAYMENTS 7500 BENDER JCC OF GREATER WASHINGTON 6125 MONTROSE ROAD ROCKVILLE MD 20852 PC ONE-TIME GRANT FOR CAMP INCLUSION 5000 CHARLES E SMITH JEWISH DAY SCHOOL OF GREATER WASHINGTON 1901 E JEFFERSON STREET ROCKVILLE MD 20852 PC 2025 ANNUAL MA'AYAN CAMPAIGN 5000 FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10165 PC 2025 GRANTS TO FUND SOLDIERS 18000 HOUSE OF RUTH 5 THOMAS CIRCLE NW WASHINGTON DC 20005 PC ONE-TIME GRANT TO SUPPORT HOMELESS PROGRAMS 2500 JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 300 NORTH BETHESDA MD 20852 PC 1ST OF 3 PAYMENTS 18000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHESDA MD 20852 PC 2025 ANNUAL CAMPAIGN CONTRIBUTION 2497 JUBILEE JOBS INC 2712 ONTARIO ROAD NW WASHINGTON DC 20009 PC GRANT FOR EMPLOYMENT PROGRAM 7500 KOL SHALOM 9110 DARNESTOWN RD ROCKVILLE MD 20850 PC 2024 ONE TIME GRANT FOR THE PRESCHOOL PROGRAM 18000 LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC 575 3RD STREET NW WASHINGTON DC 20001 PC 1ST OF 3 PAYMENTS TO SUPPORT THE SCHOOL VISIT 33333 PEF ISRAEL ENDOWMENT FUNDS 630 3RD AVE 15TH NEW YORK NY 10017 PC 2025 ONE-TIME GRANT FOR MECHAN HADAR 10000 READY WILLING & WORKING INC 1451 PENNSYLVANIA AVE SE WASHINGTON DC 20003 PC 2025 ONE-TIME GRANT FOR CHILDREN'S DAY PROGRAM 10000 SAVE A CHILD'S HEART FOUNDATION USINC PO BOX 59172 POTOMAC MD 20859 PC ONE-TIME GRANT FOR CARDIAC SURGERY 15000 179830 0 14 110461 18 167631 CLASS ACTION PROCEEDS 01 353 0 278445 0 278445 11A CLASS ACTION PROCEEDS 0 0 0 0 0 0 0 0 0 0 MARCUM LLP ACCOUNTING FEES 4567 2284 2283 THE DISTRICT OF COLUMBIA HAS SENT OUT A FORMAL NOTICE INSTRUCTING EXEMPT ORGANIZATIONS TO NOT FILE THESE FORMS WITH THEIR OFFICE. BERNSTEIN GLOBAL FIXED INCOME 498655 498655 BERNSTEIN STRATEGIC EQUITIES 1525505 1525505 BERNSTEIN INTERMEDIATE DURATION FMV 504599 504599 BERNSTEIN OTHER US EQUITY FMV 246297 246297 BERNSTEIN INTERNATIONAL SMALL/MID-CAP EQUITY FMV 122192 122192 BERNSTEIN INTERNATIONAL EQUITY ETFS FMV 745329 745329 BERNSTEIN EMERGING MARKETS FUND FMV 69956 69956 BERNSTEIN REAL ASSET STRATEGY FMV 251756 251756 BERNSTEIN DYNAMIC ASSET ALLOCATION OVERLAY FMV 259529 259529 BERNSTEIN CASH MONEY MARKET FMV 6382 6382 OFFICE EXPENSES 118 0 118 CLASS ACTION PROCEEDS 353 353 UNREALIZED GAIN ON INVESTMENTS 346444 RETURNED OF PRIOR YEAR GRANTS 22500 MANAGEMENT FEE 18000 0 18000 INVESTMENT FEES 22750 22691 59 FOREIGN TAXES PAID 2492 2492 0 FEDERAL EXCISE TAXES 5716 0 0