2025-02-03T10:39:21-06:00 2024-04-30 881478669 CBIZ ADVISORS LLC 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990PF 2023-05-01 526036621 ISADORE & BERTHA GUDELSKY FAMILY FND INC C/O ARNOLD & PORTER KAYE SCHOLER LLP ISAD 3017994993 601 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 MICHAEL FRIEDMAN PRESIDENT 3017994993 2025-02-03 1 1 P00639053 3016913600 2025-02-03 2023 2025-03-06 01:10:19Z X 20789266 X 10160000 925874 925874 804666 2104062 804666 165142 140182 12055682 1870722 0 0 0 8300 0 8300 5720 2860 2860 76201 52663 23538 12281 0 0 1507 0 1507 104009 55523 36205 1637550 1637550 1741559 55523 1673755 10314123 1815199 1142103 141375 141375 67380 53835 53835 2152225 12249586 12249586 3033998 4389432 4389432 2461797 2688770 2688770 1941361 1217147 1217147 0 49121 49121 10798864 20789266 20789266 0 0 X 0 0 0 0 10798864 20789266 10798864 20789266 10798864 20789266 10798864 10314123 0 21112987 323721 20789266 BERNSTEIN INVESTMENT ST COVERED 2023-02-22 2023-05-04 66007 76956 -10949 -10949 BERNSTEIN INVESTMENT LT COVERED 2017-09-14 2023-05-01 1289978 1222440 67538 67538 ARLENE G. KAUFMAN ESTATE K-1 P 2022-07-27 2023-06-20 727421 727421 727421 PARAGON REAL ESTATE P 2024-02-07 900 900 900 CAPITAL GAINS DIVIDENDS P 19756 19756 19756 804666 25231 0 25231 0 25231 14338 0 15000 0 29338 30 4077 4077 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A THE FOUNDATION 3017994993 601 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHELLEY MULITZ 601 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 VICE PRESIDENT 2.00 0 0 0 LAURA BRYNA GUDELSKY MULITZ 601 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 SECRETARY 2.00 0 0 0 MICHAEL FRIEDMAN 601 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 PRESIDENT 2.00 0 0 0 MATTHEW MARKEL 601 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 TREASURER/BOARD MEMBER 2.00 0 0 0 GARY BERMAN 601 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 BOARD MEMBER 2.00 0 0 0 NONE 0 NONE 0 0 9501819 5507856 0 15009675 0 0 15009675 225145 14784530 739227 739227 25231 25231 713996 0 713996 0 713996 1673755 0 1673755 713996 0 0 116355 188532 214795 282286 293622 1095590 1673755 0 0 0 713996 959759 0 0 2055349 0 0 0 0 0 0 116355 1938994 188532 214795 282286 293622 959759 X ALPERT JEWISH FAMILY SERVICES 5841 CORPORATE WAY SUITE 200 WEST PALM BEACH FL 33407 PC EMERGENCY FINANCIAL ASSISTANCE 50000 AMERICAN JEWISH COMMITTEE 1156 15TH ST NW WASHINGTON DC 20005 PC PROJECT INTERCHANGE U.S. MAYORS SEMINAR 25000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTTEE PO BOX 4124 NEW YORK NY 10163 PC JDC ENTWINE 143000 BENDER JEWISH COMMUNITY CENTER OF GREATER WASHINGTON INC 6125 MONTROSE ROAD ROCKVILLE MD 20852 PC THE ISADORE AND BERTHA GUDELSKY EXCEPTIONAL SWIM PROGRAM 25000 CHARLES E SMITH JEWISH DAY SCHOOL 1901 EAST JEFFERSON ST ROCKVILLE MD 20852 PC SULAM COLLABORATION AND TUITION ASSISTANCE 91000 FREDERICK BOOK ARTS CENTER 217 WEST PATRICK ST FREDERICK MD 21701 PC GENERAL OPERATING SUPPORT 25000 FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE ST SUITE 206 NEWTON CENTRE MD 02459 PC GENERAL OPERATING SUPPORT 20000 FRIENDS OF THE ISRAEL DEFENSE FORCES 60 E 42ND ST SUITE 1820 NEW YORK NY 10165 PC LONE SOLDIERS IN THE ISRAEL DEFENSE FORCES (IDF) 75050 HEIFETZ INTERNATIONAL MUSIC INSTITUTE 107 E BEVERLEY STREET STAUTON VA 24401 PC SCHOLARSHIP PROGRAM 12000 HILLEL CENTER 7612 MOWATT LN COLLEGE PARK MD 20740 PC GENERAL OPERATING SUPPORT AND CAPITAL CAMPAIGN 60000 HOME FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 PC GENERAL OPERATING SUPPORT 15000 HOPEWORKS OF HOWARD COUNTYCOMMUNITY FOUNDATION OF HC 9770 PATUXENT WOODS DRIVE COLUMBIA MD 21046 PC GENERAL OPERATING SUPPORT 15000 HOWARD COUNTY ARTS COUNCIL 8510 HIGH RIDGE ROAD ELLICOTT CITY MD 21043 PC HEAD START IN ART PROGRAM 7500 IMAGINE LA 1418 N SPRING ST STE102 LOS ANGELES CA 90012 PC FAMILY PARTNERSHIPS MODEL & FAMILY EMERGENCY FUND 16500 INDEPENDENT COLLEGE FUND OF MARYLAND INC 140 SOUTH STREET ANNAPOLIS MD 21401 PC HOOD COLLEGE GUDELSKY SCHOLARSHIP 5000 INSIGHT THROUGH EDUCATION PO BOX 33054 PALM BEACH GARDENS FL 33420 PC PRINCIPALS AND EDUCATORS TRIP TO WASHINGTON DC JUNE 2023 20000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD SUITE H WARRINGTON PA 18976 PC GUIDE DOG FOR A VETERAN 10000 JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON 6101 EXECUTIVE BOULEVARD SUITE 300 NORTH BETHESDA MD 20852 PC GENERAL OPERATING SUPPORT 30000 JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER WASHINGTON 6101 EXECUTIVE BOULEVARD SUITE 300 NORTH BETHESDA MD 20852 PC EMERGENCY SUPPORT 50000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BOULEVARD SUITE 100 NORTH BETHESDA MD 20852 PC THE JEWISH FEDERATION OF GREATER WASHINGTON'S ANNUAL CAMPAIGN 250000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE ROAD NORTH BETHESDA MD 208524816 PC JAFI MASA PROGRAM 225000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 MONTROSE ROAD ROCKVILLE MD 208524816 PC UKRAINIAN RELIEF 250000 JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 PC GENERAL OPERATING SUPPORT 50000 JEWISH FEDERATION OF PALM BEACH 1 HARVARD CIRCLE 100 WEST PALM BEACH FL 33409 PC MASA SCHOLARSHIPS 25000 JEWISH SOCIAL SERVICE AGENCY THE INA KAY BUILDING 200 WOOD HILL ROAD ROCKVILLE MD 20850 PC CARE COORDINATION PROGRAM FOR SENIORS 25000 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 PC MILLENNIUM STAGE 15000 LILLIAN AND ALBERT SMALL CAPITAL JEWISH MUSEUM 575 3RD STREET NW WASHINGTON DC 20001 PC CAPITAL CAMPAIGN 12500 NATIONAL GUARD YOUTH FOUNDATION ONE MASSACHUSETTS AVE NW SUITE 880 WASHINGTON DC 20001 PC GENERAL OPERATING SUPPORT 15000 SAVE A CHILDS HEART FOUNDATION INC PO BOX 59172 POTOMAC MD 208599172 PC LIFE SAVING HEART SURGERY FOR CHILDREN 20000 SUNFLOWER BAKERY 5951 HALPINE RD ROCKVILLE MD 20851 PC GENERAL OPERATING SUPPORT 15000 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC 4603 CALVERT ROAD COLLEGE PARK MD 20742 PC ISRAEL STUDIES PROGRAM 15000 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET NW WASHINGTON DC 20005 PC GENERAL OPERATING SUPPORT 25000 1637550 0 14 925874 14 137880 18 804666 FEDERAL EXCISE TAX REFUND 24960 MAYDOFF VICTIM FUND 01 2302 0 1870722 24960 1895682 11A EXCISE TAX REFUND 0 0 0 0 0 0 0 0 0 0 X X 1 ARLENE G KAUFMAN MANAGEMENT TRUST DTD MAY 22 2014 AS AMEN C/O ARNOLD AND PORTER 601 MASSACHUS WASHINGTON DC 20001 10160000 X ACCOUNTING FEES 5720 2860 2860 AB BOND INFLATION STRATEGY 129111 129111 AB GLOBAL BOND FUND 1287122 1287122 BERNSTEIN INTERM. DURATION PORTOFOLIO 1272537 1272537 AB EMERGING MARKETS 145079 145079 ADOBE 42580 42580 ALPHABET INC 199873 199873 AMAZON.COM INC 137550 137550 AMERICAN ELECTRIC POWER 26669 26669 AMERICAN TOWER CORP 20759 20759 APPLE INC 144440 144440 AUTOZONE INC 26608 26608 BANK OF AMERICA CORP 46596 46596 BOOZ ALLEN HAMILTON HOLDINGS 16391 16391 CDW CORP 23219 23219 CHEVRON 27577 27577 COMCAST CORP CL A 35099 35099 COSTCO WHOLESALE CORP 25302 25302 CSX CORP 43950 43950 EATON CORP PLC 68108 68108 EDWARDS LIFESCIENCES 37424 37424 EOG RESOURCES 47963 47963 GOLDMAN SACHS GROUP 56326 56326 HOME DEPOT INC 48128 48128 LPL FINANCIAL HOLDINGS INC 14533 14533 MEDTRONIC PLC 49027 49027 MICROSOFT CORP 304845 304845 NEXTERA ENERGY INC 37168 37168 NIKE INC CL B 30907 30907 NVIDIA CORP 198725 198725 NXP SEMICONDUCTORS NV 41759 41759 ORACLE 68023 68023 PAYPAL 18067 18067 PNC FINANCIAL SERVICES 7356 7356 PROCTER & GAMBLE 34272 34272 PROGRESSIVE CORP 82884 82884 PROLOGIES INC 32860 32860 QUALCOMM INC 28195 28195 REGENERON PHARMACEUTICALS 40970 40970 ROCHE HOLDINGS 26570 26570 STELLANTIS NV 14540 14540 T-MOBILE US INC 40878 40878 UNITEDHEALTH GROUP 106414 106414 VERTEX PHARMACEUTICAL 44780 44780 VISA INC 134842 134842 WALMART INC 81903 81903 WELLS FARGO & CO 64896 64896 WESTERN DIGITAL CORP 27553 27553 ZOETIS INC 25319 25319 KLA CORP 29639 29639 OTIS WORLDWIDE CORP 33288 33288 COCA-COLA CO/THE 39286 39286 CONSTELLATION BRANDS INC-A 29401 29401 BAKER HUGHES CO 35849 35849 WILLIS TOWERS WATSON 22100 22100 LINDE PLC 38364 38364 SERVICENOW INC 22187 22187 META PLATFORMS INC-CLASS A 114855 114855 PACCAR INC 51463 51463 WATERS CORP 25650 25650 ELEVANCE HEALTH INC 51801 51801 IQVIA HOLDINGS INC 50989 50989 RESTAURANT BRANDS INTERN 34891 34891 HYATT HOTELS CORP - CL A 24848 24848 SCHWAB CHARLES CORP 46071 46071 LYONDELLBASELL INDU-CL A 36589 36589 GEN DIGITAL INC 17139 17139 WALT DISNEY CO/THE 33219 33219 ILLUMINA INC. 14889 14889 AB CONSERVATIVE BUFFER ETF 632107 632107 THERMO FISHER SCIENTIFIC INC 36398 36398 CORTEVA INC 29068 29068 HCA HEALTHCARE INC 33461 33461 ATI INC 17432 17432 MASTEC, INC 17117 17117 WORKDAY INC - CLASS A 15907 15907 SENSATA TECHNOLOGIES HOLDING 12183 12183 BROADCOM INC 66314 66314 12249586 12249586 0 0 ALLIANCEBERSTEIN ALL MARKET FMV 565336 565336 OVERLAY A PORTFOLIO CL 2 FMV 525772 525772 OVERLAY B PORTFOLIO CL 2 FMV 126039 126039 LEGAL FEES 8300 0 8300 ACCRUED DIVIDEND INCOME 49121 49121 UNREALIZED LOSS ON INVESTMENTS 323721 INSURANCE 1507 0 1507 ARLENE G. KAUFMAN ESTATE K-1 137880 137880 137880 FEDERAL EXCISE TAX REFUND 24960 24960 MAYDOFF VICTIM FUND 2302 2302 2302 MANAGEMENT FEES 23538 0 23538 INVESTMENT FEES 52663 52663 0 FEDERAL EXCISE TAXES 12281 0 0