2024-09-13T06:17:10-05:00 2024-02-29 390859910 BAKER TILLY ADVISORY GROUP LP 8219 LEESBURG PIKE SUITE 800 TYSONS VA 22182 990PF 2023-03-01 311570183 CHARLES E SMITH FAMILY FOUNDATION CHAR 7037691023 241 18TH STREET SOUTH 630 ARLINGTON VA 22202 DAVID BRUCE SMITH VICE PRESIDENT 7037691023 2024-08-28 1 1 JAIME LAWSON P01327130 7039238300 X 2023 2024-08-08 14:25:15Z X X 3638301 X 0 X 28006 28006 187714 1962266 187714 215720 215720 0 0 0 12000 6000 6000 548 548 0 6962 6949 13 19510 13497 6013 652500 652500 672010 13497 658513 -456290 202223 3378 3378 21580 24415 24415 1301583 831507 831008 2779500 2779500 2779500 4102663 3638800 3638301 0 0 X 0 0 0 0 4102663 3638800 4102663 3638800 4102663 3638800 4102663 -456290 0 3646373 7573 3638800 PUBLICLY TRADED SECURITIES P 1962072 1774552 187520 187520 GAIN ON LITIGATION SETTLEMENTS P 194 194 194 187714 2811 0 2811 0 2811 5035 0 0 0 5035 0 2224 2224 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 N/A CHARLES E SMITH FAMILY FOUNDATION 7037691023 241 18TH STREET SOUTH SUITE 630 ARLINGTON VA 22202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT P KOGOD 241 18TH STREET SUITE 630 ARLINGTON VA 22202 PRESIDENT 1.00 0 0 0 ARLENE R KOGOD 241 18TH STREET SUITE 630 ARLINGTON VA 22202 SECRETARY/TREASURER 0.00 0 0 0 DAVID B SMITH 241 18TH STREET SUITE 630 ARLINGTON VA 22202 VICE-PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1187553 98940 2779500 4065993 0 0 4065993 60990 4005003 200250 200250 2811 2811 197439 0 197439 0 197439 658513 0 658513 197439 0 0 2800766 2487303 2309280 692194 598685 8888228 658513 0 0 0 197439 461074 0 0 9349302 0 0 0 0 0 0 2800766 6548536 2487303 2309280 692194 598685 461074 ROBERT P KOGOD X ADAS ISRAEL CONGREGATION 2850 QUEBEC STREET NW WASHINGTON DC 200085296 PC DONATION 12500 CHARLES E SMITH JEWISH DAY SCHOOL 1901 EAST JEFFERSON STREET ROCKVILLE MD 20852 PC DONATION 100000 EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC 1529 16TH STREET NW WASHINGTON DC 20036 PC DONATION 5000 JEWISH COMMUNITY CENTER OF GREATER WASHINGTON 6125 MONTROSE ROAD ROCKVILLE MD 20852 PC DONATION 5000 JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA 8900 LITTLE RIVER TURNPIKE FAIRFAX VA 22031 PC DONATION 5000 JEWISH COUNCIL FOR THE AGING 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 PC DONATION 5000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHESDA MD 20852 PC DONATION 500000 JEWISH SOCIAL SERVICES AGENCY (JSSA) PO BOX 392492 PITTSBURGH PA 15251 PC DONATION 5000 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DR STE 1450 NEW YORK NY 10115 PC DONATION 15000 652500 0 14 28006 18 187714 0 215720 0 215720 0 0 0 0 0 0 0 0 0 0 ACCOUNTING EXPENSES 12000 6000 6000 DEBT AND EQUITY SECURITIES 831507 831008 NOTE RECEIVABLE - THE SMITH FAMILY HEALTH AND EDUCATION TRUST 2779500 2347693 2347693 NOTE RECEIVABLE CURRENT - THE SMITH FAMILY HEALTH AND EDUCATION TRUST 0 431807 431807 PRIOR YEAR ADJUSTMENT TO BASIS 7573 ADVISORY FEES 6937 6937 0 LICENSES & FEES 25 12 13 CLARICE R SMITH REVOCABLE TRUST 241 18TH STREET SOUTH SUITE 630 ARLINGTON VA 22202 FOREIGN TAXES PAID 548 548 0