2024-05-14T10:27:55-05:00 2023-12-31 521022232 SNYDER COHN PC 11200 ROCKVILLE PIKE SUITE 415 NORTH BETHESDA MD 20852 990PF 2023-01-01 521557778 THE MB LEWIS CHARITABLE FOUNDATION MBLE 3017701538 2829 CONNECTICUT AVE 304 WASHINGTON DC 200081542 M BRUCE LEWIS PRESIDENT 3017701538 2024-05-13 1 M BRUCE LEWIS XXX-XX-XXXX 1 LAURAN I PENN P00086898 3016526700 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 678102 X X 347 347 8720 8720 -3847 109822 0 5220 9067 0 0 0 2975 1488 1487 447 182 0 3422 1670 1487 90240 90240 93662 1670 91727 -88442 7397 18225 40210 40210 29518 27940 242665 514411 405562 395227 562154 473712 678102 0 0 X 0 0 0 0 562154 473712 562154 473712 562154 473712 562154 -88442 0 473712 0 473712 SALES OF PUBLICALLY TRADED STOCK P 104255 113669 -9414 -9414 CAPITAL GAINS DIVIDENDS P 5567 5567 5567 -3847 103 0 103 0 103 274 0 0 0 274 0 171 171 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 1 0 0 0 0 0 N/A M BRUCE LEWIS CPA ESQ 3017701538 6060 CALIFORNIA CIRCLE 406 ROCKVILLE MD 208524894 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 M BRUCE LEWIS CPA ESQ 6060 CALIFORNIA CIRCLE 406 ROCKVILLE MD 20852 PRESIDENT 2.00 0 0 0 SANDY ROSKES C/O WADE Z LEWIS 2829 CONNECTICUT AVE NW 304 WASHINGTON DC 20008 VICE PRESIDENT 2.00 0 0 0 WADE ZEV LEWIS 2829 CONNECTICUT AVE NW 304 WASHINGTON DC 20008 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 563538 66663 0 630201 0 0 630201 9453 620748 31037 31037 103 103 30934 0 30934 0 30934 91727 0 91727 30934 0 0 10252 10613 11076 154759 172350 359050 91727 0 0 0 30934 60793 0 0 419843 0 0 0 0 0 0 10252 409591 10613 11076 154759 172350 60793 X ADAS ISRAEL CONGREGATION 2850 QUEBEC ST NW WASHINGTON DC 20008 NONE PUBLIC CHARITY GENERAL PROGRAMS 3427 ADVANCING JEWISH ATHLETICS 565 BOYLSTON ST BROOKLINE MA 02445 NONE PUBLIC CHARITY GENERAL PROGRAMS 180 AEN 1100 17TH ST NW 700 WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL PROGRAMS 1000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVEFL 17 CHICAGO IL 60601 NONE PUBLIC CHARITY GENERAL PROGRAMS 1000 AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITY GENERAL PROGRAMS 100 AMERICAN TECHNION SOCIETY 55 E 59TH ST FL 13 NEW YORK NY 10022 NONE PUBLIC CHARITY GENERAL PROGRAMS 250 BAYIT BRIGADE AMERICA 1235 N CLYBOURN AVE STE 237 CHICAGO IL 60610 NONE PUBLIC CHARITY GENERAL PROGRAMS 1000 BETH EL CONGREGATION 8215 OLD GEORGETOWN RD BETHESDA MD 20814 NONE PUBLIC CHARITY GENERAL PROGRAMS 1000 B'NAI ISRAEL CONGREGATION 6301 MONTROSE RD ROCKVILLE MD 20852 NONE PUBLIC CHARITY GENERAL PROGRAMS 4158 BOBSLED SKELETON ISRAEL MOSHAV BEIT HILLEL PB 12255 TEL-AVIV IS NONE PUBLIC CHARITY GENERAL PROGRAMS 250 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 NONE PUBLIC CHARITY GENERAL PROGRAMS 10520 CAPITAL JEWISH MUSEUM 1319 F ST NW STE 810 WASHINGTON DC 20004 NONE PUBLIC CHARITY GENERAL PROGRAMS 180 CHILDREN'S NATIONAL HOSPITAL FOUNDATION 1 INVENTA PL 6TH FL WEST SILVER SPRING MD 20910 NONE PUBLIC CHARITY GENERAL PROGRAMS 1520 ELIZABETH DOLE FOUNDATION 600 NEW HAMPSHIRE AVE NW SUITE 1020 WASHINGTON DC 20037 NONE PUBLIC CHARITY GENERAL PROGRAMS 12520 HADAR 751 PALISADE AVE TEANECK NJ 07666 NONE PUBLIC CHARITY GENERAL PROGRAMS 180 HILLEL AT THE GEORGE WASHINGTON UNIVERSITY 2300 H ST NW WASHINGTON DC 20037 NONE PUBLIC CHARITY GENERAL PROGRAMS 100 IVYMOUNT SCHOOL 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 NONE PUBLIC CHARITY GENERAL PROGRAMS 2520 JEWISH FAMILY SERVICES OF NE NY 184 WASHINGTON AVE EXT ALBANY NY 12203 NONE PUBLIC CHARITY GENERAL PROGRAMS 56 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD STE 100 NORTH BETHESDA MD 20852 NONE PUBLIC CHARITY GENERAL PROGRAMS 12085 JEWISH FEDERATION OF OTTAWA 21 NADOLNY SACHS PRIV OTTAWA ONTARIO CA K2A 1R9 NONE PUBLIC CHARITY GENERAL PROGRAMS 640 MARYLAND CLASSIC YOUTH ORCHESTRA 5301 TURCKERMAN LANE NORTH BETHESDA MD 20852 NONE PUBLIC CHARITY GENERAL PROGRAMS 1000 MILTON GOTTESMAN JEWISH DAY SCHOOL 6045 16TH ST NW WASHINGTON DC 20011 NONE PUBLIC CHARITY GENERAL PROGRAMS 600 MINYAN ONEG SHABBAT 4108 ILITARY RD NW WASHINGTON DC 20015 NONE PUBLIC CHARITY GENERAL PROGRAMS 180 MIRIAM'S KITCHEN 2401 VIRGINIA AVE NW WASHINGTON DC 20037 NONE PUBLIC CHARITY GENERAL PROGRAMS 1020 MOMENT MAGAZINE 4115 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PUBLIC CHARITY GENERAL PROGRAMS 750 NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DR PMB 16009 BEAVERTON OR 79008 NONE PUBLIC CHARITY GENERAL PROGRAMS 1000 NER ISRAEL 400 MT WILSON LANE BALTIMORE MD 21208 NONE PUBLIC CHARITY GENERAL PROGRAMS 250 NER TAMID 6214 PIMILICO RD BALTIMORE MD 21209 NONE PUBLIC CHARITY GENERAL PROGRAMS 10500 PARK AVENUE SYNAGOGUE 50 E 87TH ST NEW YORK NY 10128 NONE PUBLIC CHARITY GENERAL PROGRAMS 10100 SHALOM ORLANDO 851 N MAITLAND AVE MAITLAND FL 32751 NONE PUBLIC CHARITY GENERAL PROGRAMS 680 SO OTHERS MIGHT EAT 71 O ST NW WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL PROGRAMS 420 ST LOUIS JEWISH LIGHT PO BOX 32127 ST LOUIS MO 63132 NONE PUBLIC CHARITY GENERAL PROGRAMS 54 TEMPLE BETH HILLEL - BETH EL 1001 REMINGTON ROAD WYNNEWOOD PA 19096 NONE PUBLIC CHARITY GENERAL PROGRAMS 270 TEMPLE BETH TIKVAH SYNAGOGUE 950 PREAKNESS AVE WAYNE NJ 07470 NONE PUBLIC CHARITY GENERAL PROGRAMS 100 TEMPLE SHALOM 8401 GRUBB ROAD CHEVY CHASE MD 20815 NONE PUBLIC CHARITY GENERAL PROGRAMS 100 TUFTS HILLEL 220 PACKARD AVE MEDFORD MA 02155 NONE PUBLIC CHARITY GENERAL PROGRAMS 250 WOODSIDE SYNAGOGUE AHAVAS TORAH 9001 GEORGIA AVE SILVER SPRING MD 20910 NONE PUBLIC CHARITY GENERAL PROGRAMS 100 YAD YEHUDA OF GREATER WASHINGTON 812 HYDE CT SILVER SPRING MD 20902 NONE PUBLIC CHARITY GENERAL PROGRAMS 10000 ZIONIST RABBINIC COALITION 10621 S GLEN RD POTOMAC MD 20854 NONE PUBLIC CHARITY GENERAL PROGRAMS 180 90240 0 14 347 14 8720 18 -3847 0 5220 0 5220 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2975 1488 1487 CRANE CO 10848 135979 FRANKLIN MUTUAL BEACON Z 11487 41208 CRANE NXT CO 5605 65478 COLUMBIA GLOBAL VALUE IN AT COST 4546 3777 FRANKLIN MUTUAL BEACON AT COST 30420 25039 MANULIFE FINANCIAL AT COST 13809 14807 T ROWE PRICE CAP APPRECIATION AT COST 21862 20020 T ROWE PRICE DIVIDEND GROWTH AT COST 3887 4131 VIRTUS SMALL CAP GROWTH AT COST 61275 42286 SCHWAB AGGREGATE BOND AT COST 106 92 VOYA INTERMEDIATE BOND I AT COST 21995 18804 SCHWAB S&P 500 INDEX AT COST 210000 234117 SCHWAB SMALL CAP INDEX AT COST 23169 19152 ISRAEL ST AT COST 10000 9997 SCHWAB CAP TR S&P 500 INDEX AT COST 4493 3005 EXCISE TAX 265 0 0 FOREIGN TAXES PAID 182 182 0