2024-05-13T08:06:36-05:00 2023-12-31 454149985 ROSEMCKENNA PLLC 1717 PENNSYLVANIA AVE NW 750 WASHINGTON DC 20006 990PF 2023-01-01 464354409 MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION MARC 2028621880 1207 CREST LANE MCLEAN VA 22101 MARCIA M CARLUCCI DIRECTOR 2028621880 2024-05-07 1 MARCIA CARLUCCI XXX-XX-XXXX 1 STEVEN E ROSE P00435324 2028621880 2024-05-07 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12969005 X 1058445 207312 207312 32644 32644 32644 1298401 239956 0 0 0 0 0 24819 24819 0 0 4129 4129 0 0 28948 28948 0 0 940422 940422 969370 28948 0 940422 329031 211008 0 128233 203607 203607 7048174 6879949 12765398 7176407 7083556 12969005 0 0 X 0 0 0 0 7176407 7083556 7176407 7083556 7176407 7083556 7176407 329031 0 7505438 421882 7083556 CAPITAL GAIN DISTRIBUTIONS - MS - 4128 P 25524 25524 25524 CAPITAL GAIN DISTRIBUTIONS - MS - 4129 P 7120 7120 7120 32644 32644 2933 0 2933 0 2933 36589 0 0 0 36589 X 0 33656 33656 0 0 0 0 0 0 0 0 0 0 0 0 1 DE 1 0 0 0 0 1 N/A MARCIA M CARLUCCI 2028621880 1207 CREST LANE MCLEAN VA 221011837 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARCIA M CARLUCCI 1207 CREST LANE MCLEAN VA 22101 DIRECTOR/PRESIDENT/TREASURER 0.50 0 0 0 KRISTIN CARLUCCI WEED 1207 CREST LANE MCLEAN VA 22101 DIRECTOR/VICE PRESIDENT/SECRETARY 0.50 0 0 0 NONE 0 NONE 0 0 10906550 156501 0 11063051 0 0 11063051 165946 10897105 544855 544855 2933 2933 541922 0 541922 0 541922 940422 0 940422 541922 0 0 90451 218897 553626 177960 577086 1618020 940422 0 0 0 541922 398500 0 0 2016520 0 0 0 0 0 0 90451 1926069 218897 553626 177960 577086 398500 MARCIA M CARLUCCI X FORD'S THEATRE 514 TENTH ST NW WASHINGTON DC 20004 NONE PC GENERAL OPERATIONS. 135509 MEDSTAR HEALTH 10980 GRANTCHESTER WAY 7TH FLOOR COLUMBIA MD 21044 NONE PC GENERAL OPERATIONS. 101248 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVE NW WASHINGTON DC 20005 NONE PC GENERAL OPERATIONS. 298503 SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY 1300 CONSTITUTION AVE NW WASHINGTON DC 20560 NONE PC GENERAL OPERATIONS. 405162 940422 0 14 207312 18 32644 0 239956 0 239956 0 0 0 0 0 0 0 0 0 0 X X 1 MARCIA CARLUCCI 1207 CREST LANE MCLEAN VA 221011837 1058445 X 1 6,496 SHARES GRACO INC. (GGG) 545079 2023-12-13 1 1,182 SHARES MACOM TECHNOLOGY HOLDINGS, INC. (MTSI) 108850 2023-12-14 1 78 SHARES MERCADOLIBRE, INC. (MELI) 125074 2023-12-14 1 1,458 SHARES RAMBUS, INC. (RMBS) 102045 2023-12-14 1 1,268 SHARES TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED (TSM) 131175 2023-12-14 1 914 SHARES TEMPUR SEALY INTERNATIONAL, INC. (TPX) 46221 2023-12-14 STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORYDESCRIPTION OF CONTRIBUTED PROPERTY: 635 SHARES OF BLOCK INC CL A (SQ)181 SHARES OF ZEBRA TECHNOLOGIES CORPORATION (ZBRA)494 SHARES OF ETSY, INC (ETSY)72 SHARES OF METTLER-TOLEDO INTERNATIONAL INC. (MTD)715 SHARES OF KIRBY CORPORATION (KEX)1562 SHARES OF COPART INC (CPRT)BOOK VALUE:$216,933.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$405,162.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:MARCH 13, 2023. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: MEDSTAR HEALTHDESCRIPTION OF CONTRIBUTED PROPERTY: 578 SHARES OF ZOETIS INC (ZTS)BOOK VALUE:$26,823.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$101,248.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:OCTOBER 10, 2023. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 806 SHARES OF VISA INC (VISA)1,279 SHARES OF KIRBY CORPORATION (KEX) BOOK VALUE:$154,332.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$298,503.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:DECEMBER 07, 2023. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: FORD'S THEATREDESCRIPTION OF CONTRIBUTED PROPERTY: 810 SHARES OF ZOETIS INC (ZTS)BOOK VALUE:$37,589.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$135,509.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:OCTOBER 23, 2023. MS - 4128 STOCK 1615403 6754375 MS - 4129 ETFS 1744662 2379528 MS - 4128 MUTUAL FUNDS 891153 1010996 MS - 4129 MUTUAL FUNDS 1023868 1015636 MS - 4128 MSILF TREASURY SECURITIES INST (MSUXX) 1604863 1604863 BOOK-FMV ADJUSTMENTS 421882 PROFESSIONAL FEES 24819 24819 0 0 MS - 4128 FOREIGN TAXES PAID 569 569 0 0 MS - 4129 FOREIGN TAXES PAID 3560 3560 0 0