2026-06-17T10:28:04-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2025-01-01 830489792 THE ABRAHAM J COHEN FAMILY CHARITABLE FOUNDATION INC C/O GOLDMAN & GOLDMAN ABRA 4102960888 2330 WEST JOPPA ROAD 390 LUTHERVILLE MD 21093 BRIAN A GOLDMAN PRESIDENT/CHAIRMAN 4102960888 2026-05-30 1 LAURA J KENNEY P00202198 6177170831 2026-05-29 2025 2025-03-06 01:10:19Z X 3996055 X X 2399 2399 69528 69528 259784 1436539 259784 331711 331711 0 0 0 23521 0 23521 41201 26679 14522 8350 2427 0 73072 29106 38043 210000 210000 283072 29106 248043 48639 302605 27615 44973 44973 99160 58035 58035 2803673 2650657 3449043 246370 471792 444004 3176818 3225457 3996055 0 0 X 3176818 3225457 3176818 3225457 3176818 3225457 3176818 48639 0 3225457 0 3225457 PUBLICLY TRADED SECURITIES 1363393 1176755 186638 186638 CAPITAL GAINS DIVIDENDS P 73146 73146 73146 259784 4206 0 4206 0 4206 5560 0 0 0 5560 0 1354 1354 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A GOLDMAN & GOLDMAN PA 4102960888 2330 WEST JOPPA ROAD 390 LUTHERVILLE MD 21093 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN A GOLDMAN 2330 WEST JOPPA ROAD SUITE 390 LUTHERVILLE MD 21093 PRESIDENT/CHAIRMAN 1.00 0 0 0 EILEEN S GOLDMAN 2330 WEST JOPPA ROAD SUITE 390 LUTHERVILLE MD 21093 VICE CHAIRMAN 1.00 0 0 0 MARC B TERRILL 2330 WEST JOPPA ROAD SUITE 390 LUTHERVILLE MD 21093 VICE CHAIRMAN THRU MARCH 2025 1.00 0 0 0 NONE 0 NONE 0 0 3676728 132487 0 3809215 0 0 3809215 57138 3752077 187604 187604 4206 4206 183398 0 183398 0 183398 248043 0 248043 183398 0 0 88568 58463 49934 127712 53889 378566 248043 0 0 0 183398 64645 0 0 443211 0 0 0 0 0 0 88568 354643 58463 49934 127712 53889 64645 BRIAN A GOLDMAN 2330 WEST JOPPA ROAD SUITE 390 LUTHERVILLE MD 21093 4102960888 IN WRITING NONE THE SUPPORT OF JEWISH CAUSES WITH RESPECT TO RELIGIOUS AND NON-RELIGIOUS MATTERS AND THE SUPPORT OF OTHER QUALIFIED CHARITABLE ORGANIZATIONS ENGAGED IN SERVING SUCH CAUSES CHISUK AMUNO CONGREGATION 8100 STEVENSON ROAD PIKESVILLE MD 21208 PC GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE 5000 CONGREGATION TALMUD TORAH ADERTH 133-135 EAST 29TH STREET NEW YORK NY 10016 PC GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE 5000 JEWISH FEDERATION OF GREATER PHILADELPHIA 2100 ARCH STREET PHILADELPHIA PA 19103 PC GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE 100000 THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 5700 PARK HEIGHTS AVENUE BALTIMORE MD 21215 PC GENERAL FUND CONTRIBUTION FOR ENTITY'S CHARITABLE PURPOSE 100000 210000 0 14 2399 14 69528 18 259784 0 331711 0 331711 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX 23521 0 23521 AB CORE BOND PORTFOLIO - 14644.336 SHS 183846 166990 AB GLOBAL BOND FUND - 24347.195 SHS 181617 170008 BNY MELLON BOND FUND - 5031.569 SHS 54359 55901 ISHARES 1-3 YEAR TREASURY BOND ETF - 19 SHS 1568 1574 STATE OF ISRAEL BOND - 0 SHS 25000 25000 TCW EMERGING MARKETS INCOME FUND -I - 3529.602 SHS 25402 24531 AB DISCOVERY GROWTH FUND - 3474.483 SHS 42797 45064 AB DISCOVERY VALUE FUND - 2619.254 SHS 53350 54769 AB SMALL CAP CORE PORTFOLIO FUND - 3367.757 SHS 39391 39335 ACCRUED DIVIDENDS - 0 SHS 0 705 ALPHABET INC - 237 SHS 22504 74371 AMAZON.COM INC - 264 SHS 41503 60936 AMEREN CORP - 86 SHS 7815 8588 AMERICAN ELECTRIC POWER - 123 SHS 10995 14183 APPLE INC - 213 SHS 17855 57906 APPLIED MATERIALS INC - 45 SHS 7864 11565 ASML HOLDING NV - 5 SHS 5104 5349 AUTOZONE INC - 4 SHS 9712 13566 BAKER HUGHES COMPANY - 212 SHS 7278 9654 BANK OF AMERICA CORP - 382 SHS 11054 21010 BERNSTEIN EMERGING MARKETS PORTFOLIO - 2012.541 SHS 51703 69674 BERNSTEIN INTERNATIONAL SMALL CAP PORTFOLIO - 8162.367 SHS 89677 111253 BERNSTEIN INTERNATIONAL STRATEGIC EQI PORTFOLIO - 21830.344 SHS 252744 351250 BNY MELLON DEVELOPED MARKETS REAL ESTATE SECURITIES FUND - 1878.74 SHS 17327 16007 BNY MELLON INTERNATIONAL STOCK FUND-Y - 1771.132 SHS 40553 38186 BOOZ ALLEN HAMILTON HOLDING - 58 SHS 5979 4893 BROADCOM INC - 117 SHS 15156 40494 CAPITAL GROUP INTERNATIONAL EQUITY ETF - 1090 SHS 38028 37954 CAPITAL ONE FINANCIAL CORP - 64 SHS 14324 15511 CAUSEWAY INTL VALUE FD INST - 3263.255 SHS 71506 76686 CHARLES SCHWAB CORP - 272 SHS 19824 27176 COCA-COLA CO - 228 SHS 14098 15939 CORTEVA INC - 180 SHS 10417 12065 COSTCO WHOLESALE CORP - 4 SHS 2537 3449 CSX CORP - 446 SHS 14112 16168 DEERE & CO - 29 SHS 12698 13502 DIGITAL REALTY TRUST INC - 52 SHS 9165 8045 DOLLAR TREE INC - 83 SHS 7914 10210 EATON CORP PLC - 51 SHS 7958 16244 ELI LILLY & CO - 10 SHS 8606 10747 EOG RES INC - 138 SHS 14132 14491 EVEREST GROUP LTD - 22 SHS 7167 7466 EXTRA SPACE STORAGE INC - 66 SHS 9693 8595 FIDELITY INTERNATIONAL SMALL CAP FUND - 1032.779 SHS 33950 38223 FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH FUND - 768.107 SHS 37823 41624 GE VERNOVA LLC - 22 SHS 4859 14379 GOLDMAN SACHS GROUP INC - 27 SHS 10961 23733 GQG PARTNERS EMERGING MARKETS EQUITY FUND - 1697.48 SHS 27192 30215 HEXCEL CORP - 99 SHS 6054 7316 HOME DEPOT INC - 40 SHS 8944 13764 HUBSPOT INC - 16 SHS 8947 6421 HYATT HOTELS CORP - 29 SHS 3341 4649 INTUIT INC - 23 SHS 15221 15236 IQVIA HOLDINGS INC - 74 SHS 14802 16680 ISHARES CORE MSCI EAFE ETF - 710 SHS 52172 63517 ISHARES MSCO EMERGING MARKETS ETF - 1378 SHS 89378 92629 ISHARES S&P 500 INDEX FUND - 1273 SHS 681557 871929 JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND - 3607.625 SHS 104451 99065 LABCORP HOLDINGS INC - 36 SHS 8757 9032 LINDE PLC - 25 SHS 8640 10660 MARSH & MCLENNAN COMPANIES INC - 40 SHS 7832 7421 MEDTRONIC PLC - 141 SHS 13365 13544 MERCK & CO INC - 109 SHS 12813 11473 META PLATFORMS INC - 69 SHS 23610 45546 MICROSOFT CORP - 200 SHS 42939 96724 MOTOROLA SOLUTIONS INC - 18 SHS 7513 6900 NEUBERGER BERMAN INTRINSIC VALUE FUND - 1712.783 SHS 35315 41912 NVIDIA CORP - 518 SHS 17884 96607 NXP SEMICONDUCTORS NV - 55 SHS 10374 11938 ORACLE CORPORATION - 90 SHS 10146 17542 OTIS WORLDWIDE CORPORATION - 113 SHS 9558 9871 PRINCIPAL MIDCAP FUND - 2306.498 SHS 108221 98972 PROGRESSIVE CORP - 34 SHS 5251 7742 RTX CORPORATION - 79 SHS 10530 14489 S&P GLOBAL INC - 29 SHS 14375 15155 SERVICENOW INC - 40 SHS 7141 6128 STRYKER CORP - 32 SHS 12193 11247 T MOBILE US INC - 54 SHS 7767 10964 TAIWAN SEMICONDUCTOR MFG CO - 67 SHS 12202 20361 THERMO FISHER SCIENTIFIC INC - 38 SHS 17930 22019 TJX COMPANIES INC - 84 SHS 10446 12903 UNITED RENTALS INC - 11 SHS 7963 8903 UNITEDHEALTH GROUP INC - 58 SHS 19822 19146 VERALTO CORPORATION - 94 SHS 9591 9379 VERTEX PHARMACEUTICALS INC - 28 SHS 9140 12694 VISA INC - 116 SHS 25020 40682 WALMART INC - 195 SHS 11057 21725 WALT DISNEY CO - 203 SHS 20894 23095 WELLS FARGO & CO - 261 SHS 13491 24325 WILLIS TOWERS WATSON PUBLIC - 23 SHS 6685 7558 INVESTMENT MANAGEMENT FEES 26679 26679 0 ADMINISTRATIVE FEES 14522 0 14522 FEDERAL EXCISE TAX 5923 0 0 FOREIGN TAX 2427 2427 0