2024-11-15T15:46:29-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990PF 2023-01-01 526054193 BENDER FOUNDATION INC BEND 2028289000 CO 1150 CONNECTICUT AVENUE NW WASHINGTON DC 20036 DAVID BENDER VICE PRESIDENT 2028289000 2024-11-15 1 1 FRANK H SMITH P00639053 3016913600 2024-11-15 2023 2024-10-15 13:58:12Z X 150627977 X X 191353 191353 2682758 2682758 -472096 9420828 0 1843079 1843079 4245094 4717190 362130 162959 176691 97808 9781 88027 132151 40594 79449 7210 3605 3605 463290 335367 80091 155872 55273 0 8627 0 92196 13829 78367 382058 444399 76248 1701342 1065807 582478 6405126 6405126 8106468 1065807 6987604 -3861374 3651383 1288537 2470547 2470547 1180 1180 1180 1180 101280 135040 135040 39049745 0 39349745 39049745 39049745 12745 129254 129254 48128690 52995633 52995633 17770005 15670141 15670141 34238522 38208461 38208461 605243 8627 0 596616 596616 1578293 1371360 1371360 142468997 150627977 150627977 164905 75130 164905 75130 X 0 0 0 0 142304092 150552847 142304092 150552847 142468997 150627977 142304092 -3861374 12110129 150552847 0 150552847 K-1 PARTNERSHIP INVESTMENTS P 688724 688724 688724 VANGUARD ST 63498 64586 -1088 -1088 VANGUARD LT 5056430 5914797 -858367 -858367 MERRILL LYNCH # 02038 ST 60023 58727 1296 1296 MERRILL LYNCH # 02038 LT 529424 590256 -60832 -60832 MERRILL LYNCH # 02044 ST 26870 28072 -1202 -1202 MERRILL LYNCH # 02044 LT 709282 836576 -127294 -127294 MERRILL LYNCH # 02041 ST 164116 165918 -1802 -1802 MERRILL LYNCH # 02041 LT 216570 190415 26155 26155 MERRILL LYNCH # 02771 ST 54 63 -9 -9 K-1 PARTNERSHIP INVESTMENTS P 364805 -364805 -364805 HARBOR BD-VANGUARD 2001-01-01 2023-12-18 1435746 1678707 -242961 -242961 VERALTO CORP-VANGUARD P 2006-06-26 2023-10-06 16 2 14 14 MERRILL LYNCH # 02041-CASH IN LIEU 28 28 28 CAPITAL GAINS DIVIDENDS P 470047 470047 470047 -472096 50754 0 50754 0 50754 234907 0 0 0 234907 0 184153 184153 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 1 1 N/A JULIE BENDER SILVERPRESIDENT 2028289000 4801 HAMPDEN LANE UNIT 104 BETHESDA MD 20814 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID S BENDER 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 VP/TREASURER/SECRETARY 10.00 12000 0 0 BARBARA A BENDER 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 VICE PRESIDENT 5.00 6000 0 23828 JASON BELINKIE 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 DIRECTOR 5.00 139807 3360 0 JENA RILEY 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 DIRECTOR 5.00 3350 0 0 JULIE BENDER SILVER 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 PRESIDENT 40.00 198023 10490 46381 DAVID SILVER 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 DIRECTOR 5.00 2350 0 0 NIKKI BENDER COLE 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 DIRECTOR 5.00 600 0 0 NANETTE BENDER 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 DIRECTOR 5.00 0 0 0 JAKE BENDER 1150 CONNECTICUT AVENUE NW 900 WASHINGTON DC 20036 DIRECTOR 5.00 0 0 0 SUZANNE VERMILLION 1150 CONNECTICUT AVE NW 900 WASHINGTON DC 20036 EMPLOYEE 40.00 97808 10821 0 0 STEVEN J SCHWARTZ 1150 CONNECTICUT AVE STE 900 NW WASHINGTON DC 20036 CONSULTING 100000 INTENTIONAL PHILANTHROPY LLC 3 BETHESDA METRO CENTER 960 BETHESDA MD 20814 CONSULTING 55012 0 0 103505726 1879542 40992702 146377970 0 0 146377970 2195670 144182300 7209115 7209115 50754 50754 7158361 48500 7206861 0 7206861 6987604 0 6987604 7206861 395714 0 0 6987604 395714 0 0 6591890 0 0 0 0 0 0 0 0 614971 0 0 0 X AJC 1156 15TH STREET NW SUITE 1200 WASHINGTON DC 20005 PUBLIC CHARITY 2022 BOOKBINDER AWARDS PROGRAM DONATION ONLY 50000 ALL FOR RECOVERY 10 CASTLE GARDEN COURT OLNEY MD 20832 PUBLIC CHARITY GENERAL OPERATIONS SUPPORT TO PROVIDE GRANTS TO THOSE SUFFERING FROM ADDICTION 30000 AMERICAN FRIENDS 1501 CHERRY STREET PHILADELPHIA PA 19102 PUBLIC CHARITY BLOOMBERG MATCH FOR EMERGENCY AID 36000 AMERICAN HEART ASSOCIATION 4601 N FAIRFAX DRIVE ARLINGTON VA 22203 PUBLIC CHARITY 2023 HEART WALK 50873 AMERICAN HEART ASSOCIATION 4601 N FAIRFAX DRIVE ARLINGTON VA 22203 PUBLIC CHARITY HEART BALL 150000 AMERICAN HEART ASSOCIATION 4601 N FAIRFAX DRIVE ARLINGTON VA 22203 PUBLIC CHARITY HEALTH/MENTAL WELLBEING STUDENTS 62500 AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 PUBLIC CHARITY CENTER FOR ATHLETIC PERFORMANCE 500000 ANTI-DEFAMATION LEAGUE 1100 CONNECTICUT AVENUE NW WASHINGTON DC 20036 PUBLIC CHARITY DC EDUCATION INITIATIVES 1 OF 3 250000 ANTI-DEFAMATION LEAGUE 1100 CONNECTICUT AVENUE NW WASHINGTON DC 20036 PUBLIC CHARITY CONCERT AGAINST HATE 25000 ASHLEY ADDICTION TREATMENT 800 TYDINGS LANE HAVRE DE GRACE MD 21078 PUBLIC CHARITY RECOVERY COACHING SERVICE 250000 ATHLETES FOR HOPE 2 BETHESDA MTERO CENTER 1320 BETHESDA MD 20814 PUBLIC CHARITY GENERAL OPERATING SUPPORT 100000 AVODAH 2202 18TH STREET NW WASHINGTON DC 20009 PUBLIC CHARITY ADODAH DC 50000 BANK OF AMERICA CHARITABLE GIFT FUNDS PO BOX 55850 BOSTON MA 022055850 PUBLIC CHARITY DISCRETIONARY FUND 250000 BENDER JCC OF GREATER WASHINGTON 6125 MONTROSE RD ROCKVILLE MD 20852 PUBLIC CHARITY EXECU.SALARY SUPPORT 300000 BENDER JCC OF GREATER WASHINGTON 6125 MONTROSE RD ROCKVILLE MD 20852 PUBLIC CHARITY BENDER-DOSIK PARENTING CENTER 150000 BENDER JCC OF GREATER WASHINGTON 6125 MONTROSE RD ROCKVILLE MD 20852 PUBLIC CHARITY SORTS HALLOF FAME 2023 DONATION ONLY 5000 BENDER JCC OF GREATER WASHINGTON 6125 MONTROSE RD ROCKVILLE MD 20852 PUBLIC CHARITY IMAGINE 2020 GALA 10000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE NW WASHINGTON DC 20017 PUBLIC CHARITY SUPPORT FOR ZINZI CHRISTMAS 7000 CENTER FOR ADOPTION SUPPORT AND EDUCATION 3919 NATIONAL DRIVE 200 BURTONSVILLE MD 20866 PUBLIC CHARITY NTI TRAINING ADAPTATION FOR SCHOOL BASED MENTAL HEALTH PROFESSIONALS 60000 CHARLES E SMITH JEWISH DAY SCHOOL 1901 E JEFFERSON ST ROCKVILLE DC 20852 PUBLIC CHARITY THREE YEAR MA'AYAN AND ATHLETICS 50000 COLLEGE TRACKS 5126 MANNING DRIVE BETHESDA MD 20814 PUBLIC CHARITY GENERAL OPERATING SUPPORT 150000 COLLEGIATE DIRECTIONS INC 4827 RUGBY AVE 001 BETHESDA MD 20814 PUBLIC CHARITY GENERAL OPERATING SUPPORT 2023 60000 CROHN'S AND COLITIS FOUNDATION 2202 18TH STREET NW 116 WASHINGTON DC 20009 PUBLIC CHARITY GOLF FORE GUTS 25000 DC SCORES 1140 CONNECTICUT AVE NW SUITE 1200 WASHINGTON DC 20036 PUBLIC CHARITY GENERAL OPERATING SUPPORT 25000 EVERYMIND 1000 TWINBROOK PARKWAY ROCKVILLE MD 20851 PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 FAMILY SERVICES INC 610 EAST DIAMOND AVE 100 GAITHERSBURG MD 20877 PUBLIC CHARITY MOCO RECONNECT 100000 FIDELITY CHARITABLE PO 770001 CINCINNATI OH 45277 PUBLIC CHARITY JULIE B SILVER FDN FAMILY FUND 250000 FIGHT FOR CHILDREN 1250 CONNECTICUT AVE NW 700 WASHINGTON DC 20036 PUBLIC CHARITY EARLY ACCESS TO SPORTS INITIATIVE 50000 FRIENDS OF THE IDF 60 EAST 42ND STREET NEW YORK NY 10165 PUBLIC CHARITY GENERAL OPERATING SUPPORT AND LATKE VODKA 38000 FRIENDSHIP CIRCLE INC 11621 SEVEN LOCKS ROAD POTOMAC MD 20854 PUBLIC CHARITY GENERAL OPERATING SUPPORT 2022 35000 FUTURE LINK 15 W GUDE DRIVE 150 ROCKVILLE MD 20850 PUBLIC CHARITY GENERAL OPERATING SUPPORT 150000 GIRLS ON THE RUN OF MONTGOMERY COUNTY 11821 PARKLAWN DR 125 ROCKVILLE MD 20852 PUBLIC CHARITY FINANCIAL AID AND SHOES 25000 GRASSROOTS HEALTH 740 15TH STREET NW SUITE 322 WASHINGTON DC 20005 PUBLIC CHARITY GENERAL OPERATING SUPPORT 110000 HOMELESS CHILDREN'S PLAYTIME PROJECT 1525 NEWTON ST NW WASHINGTON DC 20010 PUBLIC CHARITY GENERAL OPERATING SUPPORT 75000 HOPE AND A HOME 1236 COLUMBIA ROAD NW WASHINGTON DC 20009 PUBLIC CHARITY GRACE DICKERSON HIGHER EDUCATION PROGRAMS 50000 HOPE FOR HENRY 2440 WISCONSIN AVE NW SUITE201 WASHINGTON DC 20007 PUBLIC CHARITY MORE THAN MEDICINE PAYMENT 75420 IDENTITY INC 413 E DIAMOND AVE GAITHERSBURG MD 20877 PUBLIC CHARITY TRANSFORMATIONAL CAMPAIGN 1 OF 4 50000 IDENTITY INC 414 E DIAMOND AVE GAITHERSBURG MD 20877 PUBLIC CHARITY GENERAL OPERATING SUPPORT 100000 IMAGINATION STAGE 4908 AUBURN AVE BETHESDA DC 20814 PUBLIC CHARITY LEARNING THROUGH THEATRE 60000 JCCNA 520 8TH AVENUE 4TH FL NEW YORK NY 10018 PUBLIC CHARITY UKRAINIAN ATHLETE PARTICIPATION IN JCC MACCABI GAMES 25000 JEWISH COUNCIL FOR THE AGING 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 PUBLIC CHARITY GENERAL OPERATING SUPPORT 2022 25000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD 100 NORTH BETHESDA MD 20852 PUBLIC CHARITY ANNUAL CAMPAIGN 86000 JEWISH SOCIAL SERVICE AGENCY 6123 MONTROSE ROAD ROCKVILLE MD 20852 PUBLIC CHARITY MIND CRAFT PROJECT 100000 JEWISH WOMEN INTERNATIONAL 1129 20TH NW SUITE801 WASHINGTON DC 20036 PUBLIC CHARITY LUNCHEON SDB LEADERSHIP 50000 JEWISH WOMEN INTERNATIONAL 1129 20TH STREET NW 801 WASHINGTON DC 20036 PUBLIC CHARITY LEADERSHIP INSTITUTE 150000 KENNEDY CENTER 2700 F ST NW WASHINGTON DC 20566 PUBLIC CHARITY FOR THE PERFORMING ARTS EDUCATION PROGRAM 25000 KOA SPORTS LEAGUE INC 9801 WASHINGTON BLVD 105 GAITHERSBURG MD 20878 PUBLIC CHARITY KOA SPORTS PLAY IT FORWARD SCHOLARSHIP FUND 25000 LEVELING THE PLAYING FIELD 9170 BROOKVILLE RD SILVER SPRING MD 20910 PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 MACCABI USA 1511 WALNUT STREET 401 PHILADELPHIA PA 19102 PUBLIC CHARITY STUART WEITZMAN ENDOWED SCHOLARSHIP FUND FOR ATHLETES IN FINANCIAL NEED 40000 MAKOM 1500 E JEFFERSON STREET ROCKVILLE MD 20852 PUBLIC CHARITY MAKOM FY23 ANNUAL CAMPAIGN 10000 MARATHON KIDS PO BOX 41317 AUSTIN TX TX 78704 PUBLIC CHARITY ALL YOUTH ACTIVE FOR A LIFETIME 25000 MARY'S CENTER 233 ONTARIO ROAD NW WASHINGTON DC 20009 PUBLIC CHARITY GENERAL OPERATING SUPPORT 100000 MEDSTAR WASHINGTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 PUBLIC CHARITY MEDSTAR WASH. HOSPITAL CENTER HEART HOSPITAL 250000 NONPROFIT MONTGOMERY 6010 EXECUTIVE BLVD 200 ROCKVILLE MD 20852 PUBLIC CHARITY MMF MATCH FOR EARLY CHILDHOOD 75000 PARENT ENCOURAGEMENT PROGRAM INC 10100 CONNECTICUT AVENUE KENSINGTON MD 208953809 PUBLIC CHARITY GENERAL OPERATING SUPPORT 2022 25000 PEACE OF MIND 5540 NEVADA AVE NW WASHINGTON DC 20015 PUBLIC CHARITY GENERAL OPERATING SUPPORT 75000 POTOMAC COMMUNITY RESOURCES 9200 KENTSDALE DRIVE ROCKVILLE MD 20854 PUBLIC CHARITY FITNESS / HEALTH & WELLNESS PROGRAM 60000 REACH EDUCATION INC 10105 REPRISE DR ROCKVILLE MD 20850 PUBLIC CHARITY GENERAL OPERATING SUPPORT 125000 REAL FOOD FOR KIDS 6166 HARDY DRIVE MCLEAN VA 22101 PUBLIC CHARITY GENERAL OPERATING SUPPORT 2022 30000 SIBLEY MEMORIAL HOSPITAL 5255 LOUGHBORO RD NW WASHINGTON DC 20016 PUBLIC CHARITY SIBLEY SOIREE LUNCHEON 1000 SO WHAT ELSE ONE PRESERVE PARKWAY SUITE 150 ROCKVILLE MD 20852 PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 SPIRIT CLUB FOUNDATION PO BOX 443 KENSINGTON MD 20895 PUBLIC CHARITY GENERAL OPERATING SUPPORT 25000 SUBURBAN HOSPITAL FOUNDATION 8600 OLD GEORGETOWN RD BETHESDA MD 20814 PUBLIC CHARITY CLINICAL LADDER AND NURSING CLINICAL LEADER FELLOWSHIP 100000 SUBURBAN HOSPITAL FOUNDATION 8600 OLD GEORGETOWN RD BETHESDA MD 20814 PUBLIC CHARITY ADDICTION TREATMENT CENTER TRANSITION RECOVERY GUIDE 83333 SUNFLOWER BAKERY 5951 HALPINE ROAD ROCKVILLE MD 20852 PUBLIC CHARITY GENERAL OPERATING SUPPORT 25000 TEENS RUN DC PO BOX 15651 WASHINGTON DC 20003 PUBLIC CHARITY TEENS RUN DC PROGRAM 25000 THE LITERACY LAB 1400 16TH ST NW 410 WASHINGTON DC 20036 PUBLIC CHARITY THE LITERACY LAB - METRO DC 40000 TORTURE ABOLITION AND SURVIVORS SUPP 4121 HAREWOOD ROAD NE SUITE B WASHINGTON VA 20017 PUBLIC CHARITY GENERAL OPERATING SUPPORT 100000 TREE OF HOPE ASSOCIATION 30 COURTHOUSE SQUARE G1 ROCKVILLE MD 20850 PUBLIC CHARITY PEER RECOVERY PROGRAM 55000 UNIVERSITY OF WISCONSIN 500 LINCOLN DRIVE MADISON WI 53706 PUBLIC CHARITY UW-MADISON POSSE PROGRAM 50000 UNITED STATES HOLOCAUST MEMORIAL 4603 CALVERT RD COLLEGE PARK DC 20740 PUBLIC CHARITY BEYOND OUR WALLS FUND 2 OF 5 200000 VANGUARD CHARITABLE FUND PO BOX 9509 WARWICK RI 028899509 PUBLIC CHARITY CONTRIBUTION TO BENDER FOUNDATION DAF 250000 VIVA SCHOOL (CITYDANCE) 5301 TUCKERMAN LANE NORTH BETHESDA MD 20852 PUBLIC CHARITY THE VIVA SCHOOL'S INAUGRAL ENVISON GALA DONATION ONLY 100000 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 PUBLIC CHARITY WELL BEINGS OUT OF THE DARK ONLINE DIGITAL SERIES 75000 WOLF TRAP FOUNDATION 1645 TRAP ROAD VIENNA DC 22182 PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 6405126 0 14 191353 14 2682758 01 1843079 18 -472096 0 4245094 0 4245094 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7210 3605 3605 BUILDING-4801 HAMPTON LANE 2023-05-17 529804 SL 39.000000000000 7924 0 IMPROVEMENTS 2023-10-16 55938 SL 39.000000000000 239 0 FURNITURE 2023-10-18 19500 SL 7.000000000000 464 0 DOLAN MCENIRY BONDS-ML 3591812 3591812 HARBOR BOND FUND 2822896 2822896 VANGUARD HIGH YIELD CORP 4762248 4762248 VANGUARD REIT INDEX 3456876 3456876 VANGUARD SHORT-TERM INVESTMENT 1036309 1036309 DANAHER CORP- VANGUARD 4561383 4561383 FIRST EAGLE FUNDS 4605002 4605002 FORTIVE CORP 646967 646967 MERRILL LYNCH-PRITSIOS 1215407 1215407 T ROWE PRICE INT'L EQUITY 860295 860295 TWEEDY BROWNE GLOBAL VALUE 3197984 3197984 VANGUARD DEV MKTS INDEX 2740558 2740558 VANGUARD DIVIDEND GROWTH 4662862 4662862 VANGUARD EMERGING MKTS 3731754 3731754 VANGUARD EQUITY INCOME FUND 2897838 2897838 VANGUARD EUROPEAN STOCK 2896857 2896857 VANGUARD INTER TERM INV 5339570 5339570 VANGUARD TOTAL STK 10532066 10532066 VERALTO CORP 539872 539872 VONTIER CORP 119785 119785 YACHTMAN FUND 4447433 4447433 ALCENTRA FMV 48625 48625 BAIN CAPITAL FMV 915484 915484 BCP VIII ACCESS FUND FMV 366619 366619 BDC PROPERTIES LLC FMV 1000000 1000000 BEL AIR VENTURES LLC FMV 500000 500000 BLACKSTONE SOLUTIONS 2016 FUND FMV 413248 413248 BLACKSTONE ALT SOL IV FMV 378780 378780 BLACKSTONE GSO SECURED FMV 548461 548461 BLACKSTONE STRATEGIC FMV 270349 270349 BLUE OWL CAPITAL ROCK FMV 1248620 1248620 BLUESTONE INVESTMENT PARTNERS II FMV 1313844 1313844 BLUESTONE INVESTMENT PARTNERS III FMV 127500 127500 CAMBER CREEK IV FMV 100945 100945 CAMBER CREEK VI FMV 250000 250000 CAPITAL BANK CONVERTIBLE DEBT FMV 4033366 4033366 CAPITAL GROUP INTERNATIONAL- ML FMV 1190092 1190092 CARLYLE BUYOUT II FMV 293237 293237 CHAMBER CREEK FUND III FMV 390000 390000 ESCHATON OPPORTUNITY FUND-CAPITAL BANK FMV 2713269 2713269 GOLDENFIELD LANE OWNER LLC FMV 500000 500000 HILLTOP PLAZA FMV 500000 500000 JBGSMITH PROPERTIES FMV 62716 62716 LATCH INC FMV 6805 6805 MANOR ROAD OWNER LLC FMV 500000 500000 OAKMARK INT'L FMV 2529032 2529032 SCHWAB FUND INT'L LARGE FMV 1020333 1020333 SCHWAB FUND US LARGE FMV 12283216 12283216 SEQUOIA FUND FMV 3888947 3888947 URBAN EDGE PROPERTIES FMV 67472 67472 VINTAGE IX SECONDARIES ACCESS FMV 45400 45400 VORNADO REALTY LP FMV 202101 202101 ZITELMAN PARTNERS - SACHS CAPITAL VCARE LLC FMV 500000 500000 BUILDING-4801 HAMPTON LANE 529804 7924 521880 IMPROVEMENTS 55938 239 55699 FURNITURE 19500 464 19036 LIFE INSURANCE RECEIVABLE 990919 1029396 1029396 PREPAID INCOME TAXES 234907 234907 234907 SECURITY DEPOSIT 12745 12745 12745 ACCRUED INTEREST INCOME 339722 94312 94312 TRANSPORTATION 14536 0 14536 OFFICE EXPENSE 49132 0 49132 TELEPHONE 9117 0 9117 K-1 PARTNERSHIP INVESTMENT LOSSES 305810 444399 0 INSURANCE 3463 0 3463 NOTE RECEIVABLE INTEREST 1842700 1842700 1842700 MISCELLANEOUS INCOME 379 379 379 UNREALIZED GAINS ON INVESTMENTS 12061629 RETURN OF PY GRANTS 48500 K-1 PARTNERSHIP INVESTMENT FEES 185593 185593 0 CONSULTING FEES 227923 100000 80091 INVESTMENT BROKER FEES 49774 49774 0 FOREIGN TAXES PAID 47997 47997 0 K-1 PARTNERSHIP INVESTMENT FOREIGN TAXES 7276 7276 0 FEDERAL EXCISE TAX 100599 0 0