2023-05-17T08:13:42-05:00 2022-12-31 454149985 ROSEMCKENNA PLLC 1717 PENNSYLVANIA AVE NW 750 WASHINGTON DC 20006 990PF 2022-01-01 464354409 MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION MARC 2028621880 1207 CREST LANE MCLEAN VA 22101 MARCIA M CARLUCCI DIRECTOR 2028621880 2023-05-15 1 MARCIA CARLUCCI XXX-XX-XXXX 1 STEVEN E ROSE P00435324 2028621880 2023-05-15 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 9828603 X 784079 123384 123384 -78701 3237588 0 828762 123384 0 0 0 0 0 26655 26655 0 0 2961 2961 0 0 196 196 0 0 29812 29812 0 0 1108810 1108810 1138622 29812 0 1108810 -309860 93572 0 766184 128233 128233 6455125 7048174 9700370 7221309 7176407 9828603 0 0 X 0 0 0 0 7221309 7176407 7221309 7176407 7221309 7176407 7221309 -309860 264958 7176407 0 7176407 PUBLICLY TRADED SECURITIES-MS - 4129 1160859 1260650 -99791 -99791 PUBLICLY TRADED SECURITIES - MS - 4129 2045669 2055639 -9970 -9970 CAPITAL GAIN DISTRIBUTIONS - MS - 4128 P 12985 12985 12985 CAPITAL GAIN DISTRIBUTIONS - MS - 4129 P 18075 18075 18075 -78701 -99791 1301 0 1301 0 1301 37890 0 0 0 37890 X 0 36589 36589 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 9571477 1251357 0 10822834 0 0 10822834 162343 10660491 533025 533025 1301 1301 531724 0 531724 0 531724 1108810 0 1108810 531724 0 0 741580 90451 218897 553626 177960 1782514 1108810 0 0 0 531724 577086 0 0 2359600 0 0 0 0 0 0 741580 1618020 90451 218897 553626 177960 577086 MARCIA M CARLUCCI X INTERNATIONAL RESEARCH & EXCHANGES BOARD INC 1275 K ST NW STE 600 WASHINGTON DC 20005 NONE PC GENERAL OPERATIONS. 10000 RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 904072138 NONE PC GENERAL OPERATIONS. 393719 FORD'S THEATRE 514 TENTH ST NW WASHINGTON DC 20004 NONE PC GENERAL OPERATIONS. 163481 MEDSTAR HEALTH 10980 GRANTCHESTER WAY 7TH FLOOR COLUMBIA MD 21044 NONE PC GENERAL OPERATIONS. 126306 PRESBYTERIAN SCHOOL 40 OAKDALE STREET HOUSTON TX 77006 NONE PC GENERAL OPERATIONS. 24765 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVE NW WASHINGTON DC 20005 NONE PC GENERAL OPERATIONS. 350000 DUKE UNIVERSITY 114 S BUCHANAN BLVD DURHAM NC 27701 NONE PC GENERAL OPERATIONS. 40539 1108810 0 14 123384 18 -78701 0 44683 0 44683 0 0 0 0 0 0 0 0 0 0 X X 1 MARCIA CARLUCCI 1207 CREST LANE MCLEAN VA 221011837 784079 X X 1 3,636 SHARES OF THE GROWTH FUND OF AMERICA CLASS F-2 (GFFFX). 192999 2022-09-21 1 4,000 SHARES OF NEW PERSPECTIVE FUND CLASS F-2 (ANWFX). 191080 2022-09-21 STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: RAND CORPORATIONDESCRIPTION OF CONTRIBUTED PROPERTY: 1,660 SHARES OF MICROSOFT CORPORATION (MSFT)BOOK VALUE:$127,187.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$393,718.00METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:SEPTEMBER 29, 2022. 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: 2,551 SHARES OF KIRBY CORPORATION (KEX)BOOK VALUE:$220,406.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$163,481.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:OCTOBER 03, 2022. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: MEDSTAR HEALTH.DESCRIPTION OF CONTRIBUTED PROPERTY: 90 SHARES OF METTLER-TOLEDO INTERNATIONAL INC. (MTD)BOOK VALUE:$23,905.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$126,306.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:NOVEMBER 16, 2022. MS - 4128 STOCK 1918945 4274379 MS - 4129 ETFS 1744662 2034857 MS - 4128 MUTUAL FUNDS 838277 871159 MS - 4129 MUTUAL FUNDS 1016748 990433 MS - 4128 MSILF TREASURY SECURITIES INST (MSUXX) 1529542 1529542 CHECK ORDER FEE 23 23 0 0 ACCOUNT FEE 173 173 0 0 BOOK-FMV ADJUSTMENTS 264958 PROFESSIONAL FEES 26655 26655 0 0 MS - 4128 FOREIGN TAXES PAID 405 405 0 0 MS - 4129 FOREIGN TAXES PAID 2556 2556 0 0