2024-11-14T17:04:13-06:00 2023-12-31 Russell Evans & Thompson PLLC 299 Herndon Parkway Suite 206 Herndon VA 201704467 990PF 2023-01-01 521558571 THE CLAUDE MOORE CHARITABLE FOUNDATION % J HAMILTON LAMBERT CLAU 7039341147 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 22030 GUY GRAVETT TRUSTEE 7039341147 2024-11-15 true true Anna S Russell P00851112 7034780320 2023 2024-10-15 13:58:12Z X 227664174 X 0 X 3698148 3694310 -224170 52910573 0 210000 3683978 3694310 815160 535128 280032 1753137 942591 810546 162343 86648 75695 99961 40984 0 58977 155330 66016 0 89314 713744 709614 4130 29 29 2434498 1919716 514782 19961 19961 233897 95898 137999 73943 30316 43627 15552 6376 9176 651700 143825 493399 7129255 4597102 0 2517677 7353996 7353996 14483251 4597102 0 9871673 -10799273 0 6188035 16554422 16554422 8862840 6966340 6966340 62595657 66366957 66366957 12786798 1368585 1368585 117633200 91553096 117633200 117633200 22588202 18374276 18374276 498131 262101 290458 236030 236030 896376 164364 164364 205761462 227664174 227664174 1588 1951472 1588 1951472 X 205759874 225712702 205759874 225712702 205761462 227664174 205759874 -10799273 30752101 225712702 225712702 PUBLICALLY TRADED SECURITIES P 21283033 21317377 -121103 -34344 PUBLICALLY TRADED SECURITIES P 31626974 31650270 -103633 -23296 CAPITAL GAIN DIVIDENDS P 566 CAPITAL GAIN DIVIDENDS P 566 -224170 0 0 0 131299 0 125000 256299 256299 256299 false false false false false false false true true VA true false false false false true WWW.CLAUDEMOOREFOUNDATION.ORG J HAMILTON LAMBERT 7039341147 11350 RANDOM HILLS ROAD 730 FAIRFAX VA 22030 false false false true true false false false false false false false false false false false false false false false false false false KAREN SCHAUFELD 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 22030 TRUSTEE 1.0 60000 0 0 PETER ARNTSON 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 22030 TRUSTEE 1.0 60000 0 0 J HAMILTON LAMBERT 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 22030 TRUSTEE / EXEC DIR 40.0 515160 13200 0 GUY GRAVETT 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 22030 TRUSTEE 12.0 60000 0 0 RANDOLPH A SUTLIFF 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 22030 TRUSTEE 5.0 60000 0 0 LUCIUS BRACEY 11350 RANDOM HILLS ROAD SUITE 730 FAIRFAX VA 22030 TRUSTEE 1.0 60000 0 0 WILLIAM A HAZEL 11350 RANDOM HILLS ROAD FAIRFAX VA 22030 CHIEF EXECUTIVE OFCR 40.0 371838 13200 JOHN COOK IV 11350 RANDOM HILLS ROAD FAIRFAX VA 22030 SENIOR DEP EXEC DIR 40.0 263446 10538 JAVIER VEGA 11350 RANDOM HILLS ROAD FAIRFAX VA 22030 DED ENGINEER & LAND 40.0 257891 10315 MARC BROWN 11350 RANDOM HILLS ROAD FAIRFAX VA 22030 ASST GEN COUNSEL 40.0 173840 6953 GALE MORGAN 11350 RANDOM HILLS ROAD FAIRFAX VA 22030 DIR OF FINANCE & ADM 40.0 155924 6237 TRUIST INVESTMENT SERVICES PO BOX 596 RICHMOND VA 23286 INVESTMENT ADVISOR 185898 DEWBERRY ENGINEERS INC 8401 ARLINGTON BOULEVARD FAIRFAX VA 22031 ENGINEERING 261324 RAYMOND JAMES 201 LOUDOUN ST SE SUITE 100 LEESBURG VA 20175 INVESTMENT ADVISOR 331877 OAK HILL WEALTH ADVISORS 19415 DEERFIELD AVE SUITE 203 LANDSDOWNE VA 20176 INVESTMENT ADVISOR 176970 RICHARDSON-WAYLAND ELECTRICAL COMPANY 2002 RUSSELL AVE SW ROANOKE VA 24015 ELECTRIAL CONTRACTOR 767189 NONE, THE FOUNDATION MAKES GRANTS TO PUBLIC CHARITIES 98973967 10968054 94251435 204193456 0 204193456 3062902 201130554 10056528 10056528 0 0 10056528 10056528 10056528 9871673 0 0 0 0 9871673 10056528 8419541 2021 2020 2019 0 0 9871673 8419541 1452132 0 0 0 0 8604396 0 0 NON NON X SEE ATTACHMENT 28A PO BOX 1472 MIDDLEBURG VA 20118 NONE PC SEE ATTACHMENT 28A. 7353996 7353996 14 3698148 18 -224170 FEDERAL EXCISE TAX 01 210000 3683978 3683978 false false false false false false false false false false AUDIT AND TAX SERVICES 155330 66016 89314 GUY GRAVETT GUY GRAVETT IS ASSOCIATED WITH THE FIRM OF FARMS & ACREAGE INC. FEES CHARGED ARE CONSIDERED COMMENSURATE WITH THE SERVICES PROVIDED. TRUIST INVESTMENT SERVICES FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. DEWBERRY ENGINEERS INC FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. CERTAIN COSTS ARE CAPITALIZED TO LAND. RAYMOND JAMES FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. OAK HILL WEALTH ADVISORS FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. RICHARDSON-WAYLAND ELECTRICAL COMPA FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. CERTAIN COSTS ARE CAPITALIZED TO LAND. PAVILLION 2015-07-10 90407 17385 SL 39 2318 FENCE 2015-08-24 26800 13105 SL 15 1787 ROAD ENTRANCE 2015-04-10 24580 12702 SL 15 1639 CUSTOM WEBSITE 2019-06-26 22710 22710 SL 3 MACBOOK & PERIPHER 2019-11-01 11341 7182 SL 5 2268 COPIER 2019-11-20 22857 14094 SL 5 4571 OFFICE FURNITURE 2020-01-20 200041 83350 SL 7 28577 9 APPLE MACBOOK PR 2020-03-31 11338 6237 SL 5 2268 VIBE BOARD 2020-05-06 3029 1616 SL 5 606 UCAAS IMPLEMENT. 2020-05-11 9450 5040 SL 5 1890 ARCHITECTURAL FEES 2020-01-20 34733 10130 SL 10 3473 CABLING COSTS 2020-01-20 22170 6466 SL 10 2217 CARPET-NEW OFFICE 2020-01-20 16132 6723 SL 7 2305 MACBOOK 16" 2021-03-09 2543 933 SL 5 509 SEE THE ATTACHED INVESTMENT SUMMARY SCHEDULE 1368585 1368585 SEE THE ATTACHED INVESTMENT SUMMARY SCHEDULE 66366957 66366957 6966340 6966340 SEE THE ATTACHED INVESTMENT FMV SUMMARY SCHEDULE: FMV PREFERRED STOCK FMV 5490443 5490443 MUTUAL FUNDS FMV 10430623 10430623 CERTIFICATES OF DEPOSITS FMV 2453210 2453210 PAVILLION 90407 19703 70704 FENCE 26800 14892 11908 ROAD ENTRANCE 24580 14341 10239 CUSTOM WEBSITE 22710 22710 MACBOOK & PERIPHER 11341 9450 1891 COPIER 22857 18665 4192 OFFICE FURNITURE 200041 111927 88114 9 APPLE MACBOOK PR 11338 8505 2833 VIBE BOARD 3029 2222 807 UCAAS IMPLEMENT. 9450 6930 2520 ARCHITECTURAL FEES 34733 13603 21130 CABLING COSTS 22170 8683 13487 CARPET-NEW OFFICE 16132 9028 7104 MACBOOK 16" 2543 1442 1101 LEGAL FEES 99961 40984 58977 DEPOSITS 16667 16667 16667 DUE FROM BROKERS 836099 101467 101467 REIMBURSABLE BONDS 43610 0 0 OTHER ACCOUNTS RECEIVABLE 0 46230 46230 OFFICE EXPENSE 146747 60166 86581 MEMBERSHIPS & SUBSCRIPTIONS 31493 12913 18580 PAYROLL SERVICE FEES 12049 4940 7109 INSURANCE 66258 27165 39093 PROPERTY MANAGEMENT-BOY SCOUTS 17187 17187 REAL ESTATE LAND MAINT. 59694 20892 38801 DEPRECIATION 34468 34468 CMS PROGRAM START UP EXPENSE 226041 226041 TELEPHONE AND INTERNET 32293 13241 19052 EDUCATION EXPENSE 10995 4508 6487 SPONSORSHIP-NOT DEDUCTIBLE 14475 FEDERAL EXCISE TAX 210000 ADJUSTMENT TO UNREALIZED GAIN ON LAND 0 RESULTING FROM ADDITIONAL CAPITALIZED 0 COSTS 24166605 UNREALIZED GAIN ON INVESTMENTS 6585496 PAYROLL WITHHOLDINGS 1588 1472 DEPOSIT ON SALE OF LAND 1950000 INVESTMENT ADVISORY FEES 694744 694744 CONTRACTORS 12000 12000 ADVISORY COMMITTEE 7000 2870 4130 REAL ESTATE TAXES 2304612 1839728 464884 PAYROLL TAXES 123909 74011 49898 FOREIGN TAXES 5977 5977