2024-11-12T09:11:38-06:00 2023-12-31 331197384 ANDERSEN TAX LLC 1861 INTERNATIONAL DRIVE SUITE 501 MCLEAN VA 22102 990PF 2023-01-01 465749133 THE FORSTER-CONNOLLY FOUNDATION C/O PETER FORSTER FORS 5713820020 PO BOX 250 HUME VA 22639 PETER FORSTER DIRECTOR 5713820020 2024-11-08 1 0 JENNIFER SARAJIAN STONE P00833856 5713820020 2023 2024-10-15 13:58:12Z X 22163038 X 11766 112664 112664 493570 493570 41614 2921139 41614 659614 647848 0 0 0 11686 5843 0 81122 81122 0 13331 13331 0 80 0 0 106219 100296 0 2093680 2093680 2199899 100296 2093680 -1540285 547552 471135 672154 672154 19592422 17804801 21490884 20063557 18476955 22163038 0 0 X 0 0 0 0 20063557 18476955 20063557 18476955 20063557 18476955 20063557 -1540285 0 18523272 46317 18476955 PUBLICLY TRADED SECURITIES P 2104353 1990566 113787 113787 PUBLICLY TRADED SECURITIES P 279424 284262 -4838 -4838 PUBLICLY TRADED SECURITIES P 537362 604697 -67335 -67335 41614 7611 0 7611 0 7611 25955 0 0 0 25955 0 18344 18344 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 1 0 0 0 0 0 N/A PETER FORSTER 5713820020 PO BOX 250 HUME VA 22639 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER C FORSTER PO BOX 250 HUME VA 22639 DIRECTOR 0.50 0 0 0 ELIZABETH D FORSTER PO BOX 250 HUME VA 22639 DIRECTOR 0.50 0 0 0 CATHERINE FORSTER-CONNOLLY 74 FAIRMONT AVENUE NEWTON MA 02458 DIRECTOR 0.50 0 0 0 NONE 0 WEALTHSPIRE ADVISORS 1 PRESERVE PKWY STE 610 ROCKVILLE MD 20852 INVESTMENT MANAGER 75407 0 0 21233912 569879 0 21803791 0 0 21803791 327057 21476734 1073837 1073837 7611 7611 1066226 0 1066226 0 1066226 2093680 0 2093680 1066226 0 0 144362 785975 996240 1369838 3296415 2093680 0 0 0 1066226 1027454 0 0 4323869 0 0 0 0 0 0 0 4323869 144362 785975 996240 1369838 1027454 PETER C FORSTER ELIZABETH D FORSTER CATHERINE FORSTER-CONNOLLY X APPLETREE INSTITUTE FOR EDUCATION INNOVATION 415 MICHIGAN AVENUE NE WASHINGTON DC 20017 N/A 501(C)(3) CHARITABLE 75000 ARCHBISHOP CARROLL HIGH SCHOOL 4300 HAREWOOD ROAD NE WASHINGTON DC 20017 N/A 501(C)(3) CHARITABLE 300000 COMMUNITY RENEWAL PO BOX 4678 SHREVEPORT LA 71134 N/A 501(C)(3) CHARITABLE 250000 DON BOSCO CRISTO REY HIGH SCHOOL 1010 LARCH AVENUE TAKOMA PARK MD 20912 N/A 501(C)(3) CHARITABLE 125000 ELIZABETH SETON HIGH SCHOOL 5715 EMERSON ST BLADENSBURG MD 20710 N/A 501(C)(3) CHARITABLE 143680 EVERGREEN CHRISTIAN SCHOOL 21336 EVERGREEN MILLS RD LEESBURG VA 20175 N/A 501(C)(3) CHARITABLE 80000 METROPOLITAN CLUB PRESERVATION FOUNDATION 1700 H STREET NW WASHINTON DC 20006 N/A 501(C)(3) CHARITABLE 25000 NATIONAL GALLERY OF ART 2000 SOUTH CLUB DRIVE LANDOVER MD 20785 N/A 501(C)(3) CHARITABLE 10000 NURTURING MINDS PO BOX 600617 NEWTONVILLE MA 02460 N/A 501(C)(3) CHARITABLE 150000 ORDER OF MALTA 1730 M STREET NW SUITE 403 WASHINGTON DC 20036 N/A 501(C)(3) CHARITABLE 20000 READING PARTNERS 3939 BENNING RD NE WASHINGTON DC 20019 N/A 501(C)(3) CHARITABLE 25000 SAMARITAN INNS 2523 14TH ST NW WASHINGTON DC 20009 N/A 501(C)(3) CHARITABLE 100000 SHRINERS HOSPITAL BOSTON 51 BLOSSOM ST BOSTON MA 02114 N/A 501(C)(3) CHARITABLE 200000 SO OTHERS MIGHT EAT 71 O STREET NW WASHINGTON DC 20001 N/A 501(C)(3) CHARITABLE 25000 THE FLINT HILL ANNUAL FUND 3320 JERMANTOWN ROAD OAKTON VA 22124 N/A 501(C)(3) CHARITABLE 15000 THE INTERNATIONAL FOUNDATION PO BOX 45960 BALTIMORE MD 21297 N/A 501(C)(3) CHARITABLE 40000 THE MEADOWBROOK SCHOOL OF WESTON 10 FARM ROAD WESTON MA 02493 N/A 501(C)(3) CHARITABLE 50000 WASHINGTON JESUIT ACADEMY 900 VARNUM STREET NE WASHINGTON DC 20017 N/A 501(C)(3) CHARITABLE 125000 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 N/A 501(C)(3) CHARITABLE 50000 THE ACADEMY OF HOLY CROSS 4920 STRATHMORE AVE KENSINGTON MD 20895 N/A 501(C)(3) CHARITABLE 60000 JESUITS REFUGEE SERVICEUSA 1627 K STREET NW SUITE 1100 WASHINGTON DC 20006 N/A 501(C)(3) CHARITABLE 10000 ARCS METRO WASINGTON CHAPTER PO BOX 60868 POTOMAC MD 20859 N/A 501(C)(3) CHARITABLE 15000 CITY KIDS 2437 15TH STREET NW WASHINGTON DC 20009 N/A 501(C)(3) CHARITABLE 25000 SAN MIGUEL SCHOOL 7705 GEORGIA AVENUE NW WASHINGTON DC 20012 N/A 501(C)(3) CHARITABLE 25000 HOLY TRINITY CATHOLIC CHURCH 3513 N STREET NW WASHINGTON DC 20007 N/A 501(C)(3) CHARITABLE 150000 2093680 0 14 112664 14 493570 180000 41614 41614 606234 0 647848 0 0 0 0 0 0 0 0 0 0 X X 1 PETER C FORSTER PO BOX 250 HUME VA 22639 11686 X PROFESSIONAL FEES 11686 5843 0 THE TAXPAYER IS ELECTING TO CARRYBACK CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO TAX YEAR 2017 UNDER IRC REG. SEC. 53.4942(A)(3(D)(2). PUBLICLY TRADED OTHER INVESTMENTS - (MUTUAL FUNDS, ETFS, ECT.) AT COST 17804801 21490884 MISCELLANEOUS PRIOR PERIOD ADJUSTMENT 46317 2020 DC BRA-25 FILING FEE 80 0 0 INVESTMENT FEES 81122 81122 0 FOREIGN TAX PAID 13331 13331 0