2025-04-02T11:07:24-05:00 2024-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990PF 2023-07-01 530196647 The Washington Home Inc WASH 2029663720 5335 Wisconsin Ave 440 Washington DC 20015 Crystal Carr Townsend CEO 2029663720 2025-04-02 1 1 Amanda E Waterhouse P02014004 7038930300 2025-04-02 2023 2025-03-06 01:10:19Z X X 117927297 X 372037 1581098 1581098 4262726 4262726 4262726 -434616 18444460 0 585429 0 0 6366674 5843824 0 520507 0 0 520507 316458 0 0 344028 195719 0 0 196559 17427 0 0 22824 78982 0 0 134817 449658 163731 0 242919 121292 0 0 0 506915 396662 0 17072 0 0 17072 15011 0 0 15011 116993 0 0 89291 2356034 560393 0 1583028 8253158 5194733 10609192 560393 0 6777761 -4242518 5283431 0 7016306 4644749 4644749 60221 34167 60221 60221 38882 35792 35792 2635640 5203211 5203211 7739709 7878309 7878309 1440091 1593040 1593040 15980397 14750052 1632310 1230345 50500000 36964896 39515644 39515644 7534584 8496331 8496331 65036585 68657642 117927297 128194 315593 0 2991488 364369 359898 492563 3666979 X 58282671 58330686 6261351 6659977 64544022 64990663 65036585 68657642 64544022 -4242518 4689159 64990663 0 64990663 Publicly Traded Securities 18444460 18879076 -434616 -434616 -434616 0 73440 0 73440 0 73440 85029 0 10000 0 95029 X 160 21429 0 21429 0 0 0 0 0 0 0 0 0 0 1 1 DC MD 1 0 0 0 0 1 https://www.thewashingtonhome.org/ Shabir Ahmad Quadrant Advisory 5714517799 380 S Mill Street Suite 121 Lexington KY 40508 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sharon Collins Casey 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Chair 1.00 0 0 0 Oak Strawbridge 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Vice Chair 1.00 0 0 0 Marijke Jurgens-Dupree 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Secretary 1.00 0 0 0 Brian McGregor 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Treasurer 1.00 0 0 0 David T Canham 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Director 1.00 0 0 0 Jill Marcel DeTemple 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Director 1.00 0 0 0 Keith Eig 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Director 1.00 0 0 0 Greg Faron 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Director 1.00 0 0 0 Alan S Helfer 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Director 1.00 0 0 0 Ted Lamade 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Director 1.00 0 0 0 Robin G Moore 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Director 1.00 0 0 0 Phyllis Dillinger 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 CEO 40.00 425840 9911 0 Crystal Townsend 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 CEO 40.00 94667 1796 0 Rahgavendra Batni 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Manager of Finance 40.00 164195 25527 0 Tiffany Oscar 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Program Manager 40.00 104392 12344 0 Mohamed Zulkifly 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Junior Accountant 40.00 73375 10134 0 Chenelyn Barker 5335 Wisconsin Ave NW Ste 440 Washington DC 20015 Sr. Programs & Admin 40.00 66560 8096 0 0 Morgan Stanley 1775 I St NW Ste 200 Washington DC 20006 Investment Management 163731 Heidrick & Struggles Inc 233 South Whacker Dr Ste 4900 Chicago IL 60606 Recruiting 117266 Quadrant Advisory 1329 Cooper Dr Lexington KY 40502 Accounting 81167 0 0 56275707 1649211 50500000 108424918 0 0 108424918 1626374 106798544 5339927 5339927 73440 73440 5266487 0 5266487 0 5266487 6777761 0 5838 6783599 5266487 547234 0 0 6783599 547234 0 328730 5266487 641148 0 0 969878 0 0 0 0 0 328730 0 641148 641148 X Iona Senior Services 4125 Ablemarle Street NW Washington DC 20016 PC Critically Ill- Caregiver Relief & Hospice, Sponsorship 302339 Capital Hospice 3180 Fairview Park Drive Suite 500 Falls Church VA 22042 PC Critically Ill- Caregiver Relief & Hospice, Sponsorship 650600 Joseph's House 1730 Lanier Place NW Washington DC 20009 PC Critically Ill- Caregiver Relief & Hospice 175000 Zion Baptist Church 4817 Blagden Ave Washington DC 20011 PC Critically Ill- Caregiver Relief & Hospice 75000 Brookland Senior Day Care Center Inc 6210 Chillum Place Washington DC 20011 PC Critically Ill- Caregiver Relief & Hospice 53500 Christ House 1717 Columbia Rd Washington DC 20009 PC Critically Ill- Healthcare/Workforce 223750 Unity Health Care Inc 1100 New Jersey Ave Suite 500 SE Washington DC 20003 PC Critically Ill- Healthcare/Workforce 100000 Sibley Memorial Hospital Foundation 5255 Loughboro Road NW Washington DC 20016 PC Critically Ill- Healthcare/Workforce 300000 Home Care Partners Inc 1234 Massachusetts Avenue Suite C-1002 NW Washington DC 20005 PC Critically Ill- Healthcare/Workforce 75000 The George Washington University Ross Hall 2300 I Street NW Washington DC 20052 Washington DC 20052 PC Critically Ill- Healthcare/Workforce 608322 Whitman Walker Foundation Inc 4201 Connecticut Avenue Suite 300 Washington DC 20008 PC Critically Ill- Healthcare/Workforce 150000 Washington Hospital Center Corporation 110 Irving Street NW Washington DC 20010 PC Critically Ill- Healthcare/Workforce 260000 Bread for the City 1525 Seventh Street Washington DC 20001 PC Food Insecurity 50000 We Care Inc 6901 Radnor Road Bethesda MD 20817 PC Food Insecurity 25000 Food & Friends 219 Riggs Road NE Washington DC 20011 PC Food Insecurity, Sponsorship 150000 Mary's Center for Child & Maternal Health 2333 Ontario Road Washington DC 20009 PC Food Insecurity 150000 Capital Area Food Bank 4900 Puerto Rico Avenue NE Washington DC 20017 PC Food Insecurity 126180 We Are Family Senior Outreach Network Inc 1525 Newton St Washington DC 20011 PC Food Insecurity 50000 Martha's Table 2375 Elvans Road Washington DC 20020 PC Food Insecurity 50000 Goods for Good 5830 Nebraska Ave NW Washington DC 20015 PC Food Insecurity 50000 Sasha Bruce Youthwork Inc 741 8th Street Washington DC 20003 PC Food Insecurity 44550 DC Central Kitchen Inc 2121 First Street Washington DC 20024 PC Food Insecurity 100000 Miriam's Kitchen Inc 2401 Virginia Ave Washington DC 20037 PC Food Insecurity 100000 Thrive DC 1525 Newton Street Washington DC 20010 PC Food Insecurity 125000 Seabury Resources for Aging 6031 Kansas Avenue NW Washington DC 20011 PC Food Insecurity, Sponsorship 135550 Holistic Horsemanship Inc 18915 Lincoln Rd Purcellville VA 20132 POF Social Isolation 41140 Wendt Center for Loss and Healing 4201 Connecticut Avenue Suite 300 Washington DC 20008 PC Social Isolation 20000 HelpAge USAInc 1730 M Street NW Suite 1000 Washington DC 20036 PC Social Isolation 200000 The Wilderness Techonology Alliance 13605 Mills Avenue Silver Spring MD 20904 PC Social Isolation 175000 East River Family Strengthening Collaborative 3917 Minnesota Avenue NE Washington DC 20019 PC Social Isolation 200000 Plants and Blooms Reimagined 2832 Myrtle Avenue Washington DC 20018 PC Social Isolation 25000 The Howard University 525 Bryant Street Washington DC 20059 PC Social Isolation 97000 Northwest Neighbors Village 4901 Connecticut AvenueSuite 277 Washington DC 20008 PC Social Isolation 141567 SOME Inc 71 O Street NW Washington DC 20001 PC Social Isolation 97735 Washington Regional Association of Grantmakers 1100 New Jersey Ave SE Suite 710 Washington DC 20003 PC Sponsorship 67500 5194733 Iona Senior Services 4125 Ablemarle Street NW Washington DC 20016 PC Critically Ill- Caregiver Relief & Hospice, Sponsorship 225245 Christ House 1717 Columbia Rd Washington DC 20009 PC Critically Ill- Healthcare/Workforce 148750 Unity Health Care Inc 1100 New Jersey Ave Suite 500 SE Washington DC 20003 PC Critically Ill- Healthcare/Workforce 100000 Sibley Memorial Hospital Foundation 5255 Loughboro Road NW Washington DC 20016 PC Critically Ill- Healthcare/Workforce 500000 Home Care Partners Inc 1234 Massachusetts Avenue Suite C-1002 NW Washington DC 20005 PC Critically Ill- Healthcare/Workforce 75000 The George Washington University Ross Hall 2300 I Street NW Washington DC 20052 Washington DC 20052 PC Critically Ill- Healthcare/Workforce 216645 Washington Hospital Center Corporation 110 Irving Street NW Washington DC 20010 PC Critically Ill- Healthcare/Workforce 1040000 Capital Area Food Bank 4900 Puerto Rico Avenue NE Washington DC 20017 PC Food Insecurity 126180 Martha's Table 2375 Elvans Road Washington DC 20020 PC Food Insecurity 50000 Seabury Resources for Aging 6031 Kansas Avenue NW Washington DC 20011 PC Food Insecurity, Sponsorship 125000 The Wilderness Techonology Alliance 13605 Mills Avenue Silver Spring MD 20904 PC Social Isolation 75000 East River Family Strengthening Collaborative 3917 Minnesota Avenue NE Washington DC 20019 PC Social Isolation 150000 Northwest Neighbors Village 4901 Connecticut AvenueSuite 277 Washington DC 20008 PC Social Isolation 141567 SOME Inc 71 O Street NW Washington DC 20001 PC Social Isolation 97735 3071122 14 1581098 16 4262726 18 -434616 Trust gain/loss 01 585429 0 5994637 0 5994637 0 0 0 0 0 0 0 0 0 0 X X 1 Alliant Energy Nancy Thao 4902 N Biltmore Ln Madison WI 53718 10000 X 2 Richard A Kline Trust Law Offices of Rose C Crunkleton 31 Dunkirk MD 20754 7000 X 3 Casey-Clark Trust c/o BOA Tony S Huang 100 Westminste Providence RI 02903 76684 X 4 TR UW Fannie Moyers Consaul c/o BOA Trustee PO Box 40200 FL9-30 Jacksonville FL 32203 19007 X 5 Wash Home Ice Cream FD TR PO Box 40200 FL9-300-01-16 Jacksonville FL 32203 16489 X 6 Frederick J Goddard Trust c/o Truist Bank Laura Galaida MC DC Washington DC 20005 221372 X Accounting fees 78982 0 0 134817 Pursuant to Section 4942(g)(3), the taxpayer hereby elects to treat currenty ear quailfiying distributions in excess of the two immediately predeeding tax years' undistributed income as being made out of corpus for the tax year ending June 30, 2024 in the amount of $328,730. Amazon.com Inc 13947 13947 Wells Fargo & CO 25880 25880 Bank of Montreal 29865 29865 Northrop Grumman Corp 24643 24643 Gilead Sciences Inc 24675 24675 Capital One Financial Corp 21671 21671 Merck & CO Inc 24602 24602 Enterprise Products Operating LLC 16802 16802 Florida Power & Light CO 24517 24517 Chevron Corp 43590 43590 Kinder Morgan Inc 14807 14807 Applied Materials Inc 24655 24655 Walt Disney CO/THE 24515 24515 Lockheed Martin Corp 19527 19527 BP Capital Markets America Inc 18477 18477 Union Pacific Corp 24051 24051 Target Corp 23954 23954 Nvidia Corp 24150 24150 State Street Corp 30125 30125 Pfizer Inc 19095 19095 Amgen Inc. 23210 23210 McDonald's Corp 23046 23046 US Bancorp 28553 28553 Royal Bank of Canada 23990 23990 Kraft Heinz Foods Co 24170 24170 CSX Corp 23848 23848 Toronto-Dominion Bank/THE 24240 24240 Bank of America Corp 28384 28384 Toyota Motor Credit Corp 25368 25368 General Motors Financial CO Inc 30539 30539 CVS Health Corp 23188 23188 JP Morgan Chase & CO FXD 15267 15267 Citigroup Inc FXD 14285 14285 Comcast Corp 19378 19378 Bank of New York Mellon Corp FXD 30511 30511 LAM Research Corp 24065 24065 Marsh & Mclennan COS Inc 15658 15658 Keurig Dr Pepper Inc 23793 23793 Fiserv Inc 18529 18529 Nisource Inc 24901 24901 Wells Fargo & CO FXD 36302 36302 Intel Corp 35161 35161 Oracle Corp 35606 35606 UnitedHealth Group Inc. 22965 22965 Nextera Energy Capital Holdings Inc. 21311 21311 Amazon.com Inc 37490 37490 Bristol-Myers Squibb CO 36404 36404 JPMorgan Chase & CO FXD 28462 28462 T-Mobile USA Inc 24503 24503 PNC Financial Services GRP FXD 30907 30907 Capital One Financial Corp FXD 29644 29644 Truist Financial Corp FXD 40207 40207 Home Depot Inc/THE 24789 24789 CVS Health Corp 18688 18688 Enterprise Products Operating LLC 17249 17249 Anheuser-Busch Inbev Finance Inc 18395 18395 Apple Inc 20577 20577 Abbvie Inc 12573 12573 Comcast Corp 24696 24696 Microsoft Corp 12742 12742 Alphabet Inc 20122 20122 Verizon Communications Inc 22183 22183 Rogers Communications Inc 28679 28679 Enbridge Inc 27473 27473 RTX Corp 27441 27441 Abbott Laboratories (ABT) 165113 165113 Abbvie Inc Com (ABBV) 174093 174093 Air Prod & Chem Inc (APD) 72512 72512 Amgen Inc (AMGN) 25986 25986 Automatic Data Processing Inc (ADP) 76858 76858 Broadcom Inc (AVGO) 297023 297023 Chevron Corp (CVX) 122633 122633 Cisco Sys Inc (CSCO) 38293 38293 CME Group Inc (CME) 46201 46201 Corning Inc (GLW) 55284 55284 Dell Technologies Inc Cl C (DELL) 69782 69782 Eaton Corp PLC SHS (ETN) 129183 129183 Eli Lilly & CO (LLY) 301267 301267 Exxon Mobil Corp (XOM) 43976 43976 Fastenal Co (FAST) 25387 25387 Genl Dynamic Corp (GD) 36558 36558 Home Depot Inc (HD) 97420 97420 HP Inc com (HPQ) 19786 19786 Ill Tool Works Inc (ITW) 54975 54975 JPMorgan Chase & CO (JPM) 78072 78072 Keurig Dr Pepper Inc Com (KDP) 60721 60721 Kinder Morgan Incorp (KMI) 34236 34236 Lockheed Martin Corp (LMT) 75203 75203 Marsh & Mclennan Cos Inc (MMC) 109364 109364 McDonalds Corp (MCD) 115188 115188 Merck & Co Inc New Com (MRK) 176167 176167 Microsoft Corp (MSFT) 492092 492092 Mondelez Intl Inc Com (MDLZ) 133170 133170 Nextera Energy Inc (NEE) 122572 122572 NXP Semiconductors NV(NXPI) 48974 48974 Oneok Inc (OKE) 27319 27319 Paychex Inc. (PAYX) 59754 59754 Pepsico Inc NC (PEP) 145303 145303 Phillips 66 Com (PSX) 84984 84984 PNC Fnl Svc GP (PNC) 106193 106193 PPL Corporation (PPL) 29586 29586 Procter & Gamble (PG) 140017 140017 Prologis Inc Com 43239 43239 Qual Comm Inc (QCOM) 65729 65729 Realty Incom Corp 78068 78068 RTX Corporation (RTX) 29013 29013 Sempra (SRE) 96672 96672 Starbucks Corp Washington (SBUX) 59555 59555 Texas Instruments (TXN) 105046 105046 Travelers Companies Inc Com (TRV) 86826 86826 US Bancorp Com New (USB) 35889 35889 United Parcel SER Inc Cl-B (UPS) 45297 45297 WEC Energy Group Inc Com (WEC) 39701 39701 Williams Co Inc (WMB) 111903 111903 Accenture PLC Ireland CL A (ACN) 121364 121364 Adobe Inc (ADBE) 134441 134441 Airbnb Inc CL A (ABNB) 152388 152388 Alphabet Inc CL A (GOOGL) 114208 114208 Alphabet Inc CL C (GOOG) 213868 213868 Amazon Com Inc (AMZN) 614535 614535 Gartner Inc (IT) 93404 93404 Mastercard Inc CL A (MA) 176464 176464 MSCI Inc Com 75635 75635 Netflix Inc 149148 149148 Nike Inc B (NKE) 68059 68059 Novo Nordisk A/S ADR 101631 101631 Paycom Software Inc (PAYC) 30324 30324 Salesforce Inc (CRM) 179970 179970 Service Now Inc (NOW) 196668 196668 Shopify Inc. (SHOP) 88705 88705 Thermo Fisher Scientific (TMO) 171430 171430 UnitedHealth GP Inc (UNH) 114584 114584 VISA Inc CL A (V) 200790 200790 Workday Inc CL A (WDAY) 76010 76010 Zoetis Inc Class-A (ZTS) 116500 116500 5203211 5203211 0 0 Vanguard Russell 1000 VAL ETF (VONV) FMV 3843661 3843661 JPMorgan UNDSC MNGR BEHV VL I (UBVSX) FMV 1610342 1610342 Vanguard Mid-Cap EFT Index (VO) FMV 2349823 2349823 DWS Enhanced Comm Strat Inst (SKIRX) FMV 2458140 2458140 Alger Small Cap Focus Z (AGOZX) FMV 1486698 1486698 Alger Weatherbie SPZD GRW FD Z (ASMZX) FMV 1651243 1651243 First Eagle Overseas I (SGOIX) FMV 4106055 4106055 Invesco Developing Mkts Y (ODVYX) FMV 1094460 1094460 Doubleline Total Return I (DBLTX) FMV 3450476 3450476 Goldman Sachs Dynamic Bond I (GSZIX) FMV 3509975 3509975 JPMorgan Strat Inc Opport I (JSOSX) FMV 3481275 3481275 Vanguard Russell 1000 Growth (VONG) FMV 4156064 4156064 GOG Partners EMRG MKTS EQ INS (GoGIX) FMV 1130654 1130654 Goldman Sachs GOG INTL OPP I (GSIMX) FMV 4097490 4097490 Ishares Gold Trust (IAU) FMV 1089288 1089288 Legal fees 17427 0 0 22824 Deposits 825 3345 3345 Deferred leasing 20800 443770 443770 Investments held in trust 7512959 8049216 8049216 Advertising 19698 0 0 19698 Information technology 43957 0 0 24772 Insurance 18685 0 0 4304 Office expenses 15776 0 0 16081 Other expenses 18877 0 0 24436 Trust gain/loss 585429 0 0 Unrealized gain 4622421 Difference between book value and FMV of donated assets 66738 Amount held for others 364369 359898 Investment management fees 223386 163731 0 16647 Consultants 226272 0 0 226272 Federal excise taxes 121292 0 0 0