2026-08-20T12:10:22-05:00 2025-12-31 521926493 ALAN L GORDON CPA PA 51 MONROE STREET 1604 ROCKVILLE MD 20850 990PF 2025-01-01 526956347 SHERWAT CHARITABLE TRUST SHER 2022442740 19746 GARRETT HWY 6 OAKLAND MD 215507119 HARLAN SHERWAT TRUSTEE 2022442740 2026-08-20 1 ALAN L GORDON CPA P00077530 3017628848 2026-08-20 2025 2025-03-06 01:10:19Z X 1098608 X X 19356 19356 26041 74586 26041 45397 45397 0 0 0 625 625 0 972 972 0 1597 1597 0 88863 88863 90460 1597 88863 -45063 43800 28382 23439 23439 54629 21000 101996 348818 342327 973173 431829 386766 1098608 0 0 X 75000 75000 0 0 356829 311766 431829 386766 431829 386766 431829 -45063 0 386766 0 386766 172 CINCINATI FINANCIAL OHIO P 2011-09-14 2025-11-04 26463 4654 21809 21809 750 VERIZON COMMUNICATIONS P 2012-02-24 2025-04-17 33123 28975 4148 4148 852.11 ROYCE SMALL CAP CONSULTANT P 2003-05-07 2025-04-17 5000 5774 -774 -774 1350.337 ROYCE SMALL CAP CONSULTANT P 2003-05-07 2025-09-23 10000 9142 858 858 26041 609 0 609 0 609 0 0 0 0 0 31 640 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A THE SHERWAT CHARITABLE TRUST 2022442740 19746 GARRETT HWY 6 OAKLAND MD 215507119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARLAN SHERWAT 19746 GARRETT HWY 6 OAKLAND MD 215507119 TRUSTEE 1.00 0 0 0 BEVERLY SHERWAT 19746 GARRETT HWY 6 OAKLAND MD 215507119 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1022597 26963 0 1049560 0 0 1049560 15743 1033817 51691 51691 609 609 51082 0 51082 0 51082 88863 0 88863 51082 0 0 5572 1583 11635 21968 22046 62804 88863 0 0 0 51082 37781 0 0 100585 0 0 0 0 0 0 5572 95013 1583 11635 21968 22046 37781 X ALZHEIMER'S RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE PC CHARITABLE 500 AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE SUITE 900 CRYSTAL CITY VA 22202 NONE PC CHARITABLE 50 AMERICAN FOREST 1220 L ST NW SUITE 570 WASHINGTON DC 20005 NONE PC CHARITABLE 250 AMERICAN JEWISH PRESS 107 S CHANDLER DRIVE CHANDLER AZ 85226 NONE PC CHARITABLE 75 AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 NONE PC CHARITABLE 100 ANTI DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC CHARITABLE 1000 ARBOR DAY FOUNDATION 211 N 12TH ST LINCOLN NE 68508 NONE PC CHARITABLE 1200 ARBOR DAY FOUNDATION 211 N 12TH ST LINCOLN NE 68505 NONE PC CHARITABLE 100 ARTS FOR LEARNING VIRGINIA AFFILIATE OF YOUNG AUDIENCES 420 N CENTER DRIVE 239 NORFOLK VA 23502 NONE PC CHARITABLE 100 AUDUBON SOCIETY PO BOX 8910 TOPEKA KS 666089979 NONE PC CHARITABLE 4000 AVALON THEATRE 5612 CONNECTICUT AVE NW WASHINGTON DC 20015 NONE PC CHARITABLE 100 BATES 2 ANDREWS RD LEWISTON ME 04240 NONE PC CHARITABLE 1200 BATES COLLEGE 2 ANDREWS ROAD LEWISTON ME 04240 NONE PC CHARITABLE 500 BURLINGTON CITY ARTS 135 CHURCH STREET BURLINGTON VT 05401 NONE PC CHARITABLE 100 BIRTHRIGHT ISRAEL 711 3RD AVE FL 10 NY NY 10021 NONE PC CHARITABLE 72 BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 NONE PC CHARITABLE 1200 BREAD FOR THE CITY 1525 7TH ST NW WASHINGTON DC 20001 NONE PC CHARITABLE 750 BURLINGTON (VT) CITY ARTS 135 CHURCH ST BURLINGTON VT 05401 NONE PC CHARITABLE 1000 CARNEGIE FOUNDATION 110 NORTH CENTRE AVE ROCKVILLE CENTER NY 11570 NONE PC CHARITABLE 2500 CENTER FOR CARTOON STUDIES 94 SOUTH MAIN STREET WHITE RIVER JCT VT 05001 NONE PC CHARITABLE 500 CHAMPLAIN HOUSING TRUST 88 KING STREET BURLINGTON VT 05401 NONE PC CHARITABLE 500 CHARLES E SMITH LIFE COMMUNITIES 6121 MONTROSE ROAD N BETHESDA MD 20852 NONE PC CHARITABLE 360 CORNELL LAB OF ORNITHOLOGY PO BOX 37330 BOONE IA 50036 NONE PC CHARITABLE 550 ECHO (SCIENCE CENTER & MUSEUM) 1 COLLEGE STREET BURLINGTON VT 05401 NONE PC CHARITABLE 1000 FLYNN THEATER 153 MAIN STREET BURLINGTON VT 05401 NONE PC CHARITABLE 1000 FRIENDS OF FFL 235 COLLEGE STREET BURLINGTON VT 05401 NONE PC CHARITABLE 2000 GEORGETOWN DAY SCHOOL 4200 DAVENPORT STREET NW WASHINGTON DC 20016 NONE PC CHARITABLE 500 GEORGETOWN DAY SCHOOL 4200 DAVENPORT ST NW WASHINGTON DC 20016 NONE PC CHARITABLE 350 HABERMAN INSTITUTE 2200 BALTIMORE ROAD SUITE B ROCKVILLE MD 20851 NONE PC CHARITABLE 100 HILLEL INTERNATIONAL 800 EIGHTH ST NW WASHINGTON DC 20001 NONE PC CHARITABLE 1000 HILLEL INTERNATIONAL 800 8TH ST NW WASHINGTON DC 200013724 NONE PC CHARITABLE 100 IN SERIES 900 MASS AVE NW WASHINGTON DC 20009 NONE PC CHARITABLE 100 INSTITUTE FOR JEWISH STUDIES & INTERFAITH UNDERSTANDING 5115 HAMPTON BLVD NORFOLK VA 23529 NONE PC CHARITABLE 100 INSTITUTE OF JEWISH STUDIES & INTERFAITH UNDERSTANDING 5115 HAMPTON BLVD NORFOLK VA 23529 NONE PC CHARITABLE 360 INTERNATIONAL RESCUE COMMITTEE 122 E 42ND ST NEW YORK NY 101680002 NONE PC CHARITABLE 1000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC CHARITABLE 1100 JEWISH NATIONAL FUND (JNF) 42 EAST 69TH STREET NY NY 10021 NONE PC CHARITABLE 72 JIMMY FUND DANA-FARBER CANCER INSTITUTE 100 LONGWOOD AVENUE BOSTON MA 02115 NONE PC CHARITABLE 1000 JSSA (JEWISH SOCIAL SERVICE AGENCY) 6123 MONTROSE RD ROCKVILLE MD 20852 NONE PC CHARITABLE 300 KATIE'S KIDS 27 BROWE CT BURLINGTON VT 05408 NONE PC CHARITABLE 2500 KATZEN CANCER CENTER AT GWU 1922 F ST NW SUITE 202 WASHINGTON DC 20052 NONE PC CHARITABLE 100 KENNEDY CENTER 2700 F ST NW WASHINGTON DC 20566 NONE PC CHARITABLE 700 KENNEDY SCHOOL PO BOX 419209 BOSTON MA 022419209 NONE PC CHARITABLE 500 KING STREET CENTER PO BOX 1615 BURLINGTON VT 05402 NONE PC CHARITABLE 12500 LOUIS BRANDEIS CENTER 1717 PENNSYLVANIA AVENUE NW SUITE 1025 WASHINGTON DC 20006 NONE PC CHARITABLE 100 LUND (ADOPTION AGENCY) 50 JOY DRIVE SOUTH BURLINGTON VT 05403 NONE PC CHARITABLE 1000 MAKOM 6101 EXECUTIVE BLVD BETHESDA MD 20852 NONE PC CHARITABLE 180 MPT 11767 OWINGS MILLS BLVD OWINGS MD 21117 NONE PC CHARITABLE 150 NATIONAL PARKS 777 6TH ST NW WASHINGTON DC 20001 NONE PC CHARITABLE 500 NATIONAL YIDDISH THEATRE MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NY NY 10280 NONE PC CHARITABLE 100 NATURAL RESOURCES DEFENSE COUNCIL 1152 15TH ST NW WASHINGTON DC 20005 NONE PC CHARITABLE 1500 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 NONE PC CHARITABLE 4500 NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA PA 19176 NONE PC CHARITABLE 250 NEW JEWISH NARRATIVE 1320 19TH ST NW SUITE 400 WASHINGTON DC 20036 NONE PC CHARITABLE 250 NORFOLK ACADEMY 1585 WESLEYAN DRIVE NORFOLK VA 23502 NONE PC CHARITABLE 300 NW NEIGHBORS VILLAGE 4901 CONNECTICUT AVE NW WASHINGTON DC 20016 NONE PC CHARITABLE 50 OHEF SHOLOM TEMPLE 530 RALEIGH AVE NORFOLK VA 235072116 NONE PC CHARITABLE 2550 OHEF SHOLOM TEMPLE 530 RALEIGH AVE NORFOLK VA 23507 NONE PC CHARITABLE 100 SIBLEY MEMORIAL HOSPITAL 3555 LOUGHBORO ROAD WASHINGTON DC 200162695 NONE PC CHARITABLE 750 SIERRA CLUB 2101 WEBSTER ST OAKLAND CA 94612 NONE PC CHARITABLE 4500 SIMMONS UNIVERSITY 300 THE FENWAY BOSTON MA 02115 NONE PC CHARITABLE 1100 SMITHSONIAN INSTITUTION PO BOX 23182 WASHINGTON DC 20026 NONE PC CHARITABLE 50 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC CHARITABLE 3500 SPECTRUM 31 ELMWOOD AVENUE BURLINGTON VT 05401 NONE PC CHARITABLE 500 STAGE WEST ARTS COLLECTIVE (GLAF) 687 MOSSER ROAD MCHENRY MD 21541 NONE PC CHARITABLE 200 TEMPLE MICAH 2829 WISCONSIN AVE NW WASHINGTON DC 20007 NONE PC CHARITABLE 7682 THE ALEX MANFULL FUND PO BOX 705 NEW CASTLE NH 03854 NONE PC CHARITABLE 250 THE NATIONAL ZOO 300 CONNECTICUT AVE NW WASHINGTON DC 20008 NONE PC CHARITABLE 92 THE WILLIAMS SCHOOL 419 COLONIAL AVE NORFOLK VA 23507 NONE PC CHARITABLE 1300 US HOLOCAUST MUSEUM PO BOX 441 ANNAPOLIS MD 20701 NONE PC CHARITABLE 360 VERMONT AFGHAN ALLIANCE 60 MAIN STREET SUITE 102 BURLINGTON VT 05401 NONE PC CHARITABLE 500 VERMONT CRIMINAL JUSTICE REFORM PO BOX 8753 BURLINGTON VT 05402 NONE PC CHARITABLE 1000 VERMONT FOODBANK 33 PARKER ROAD BARRE VT 05641 NONE PC CHARITABLE 1000 VIRGINIA LEAGUE OF PLANNED PARENTHOOD 201 N HAMILTON ST RICHMOND VA 23221 NONE PC CHARITABLE 10000 WAMU PO BOX 98101 WASHINGTON DC 200908101 NONE PC CHARITABLE 250 WESA (PITTSBURGH PUBLIC RADIO) 67 BEDFORD SQUARE PITTSBURGH PA 15203 NONE PC CHARITABLE 50 WETA 3939 CAMPBELL AVE ARLINGTON VA 22206 NONE PC CHARITABLE 350 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 NONE PC CHARITABLE 150 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 NONE PC CHARITABLE 50 YALE UNIVERSITY CLASS OF 1992 157 CHURCH STREET NEW HAVEN CT 065102100 NONE PC CHARITABLE 100 YIDDISH BOOK CENTER 1021 WEST ST AMHERST MA 01002 NONE PC CHARITABLE 360 YOSEMITE CONSERVANCY 101 MONTGOMERY ST SUITE 2450 SAN FRANCISCO CA 94104 NONE PC CHARITABLE 150 88863 0 14 19356 14 26041 0 45397 0 45397 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 625 625 0 COMMON STOCKS 21000 101996 ETFS & CEFS AT COST 188356 828124 MUTUAL FUNDS AT COST 153971 145049 EXCISE TAX 972 972 0