2023-05-31T08:05:45-05:00 2022-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET BOSTON MA 02110 990PF 2022-01-01 272764310 ALISANN AND TERRY COLLINS FOUNDATION ALIS 2024419989 PO BOX 7295 2200 N GLEBE ROAD ARLINGTON VA 22207 KATHERINE C LUCAS VICE PRESIDENT 2024419989 2023-05-30 1 KATHERINE LUCAS 999009999 0 ANDREW P RICE P01848664 6176193350 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 31209756 X 0 X 585787 585787 -13160 2168755 0 572627 585787 0 0 0 10170 5085 5085 78992 78992 0 26545 24045 0 1594 0 1594 117301 108122 6679 2032169 2032169 2149470 108122 2038848 -1576843 477665 8 1270819 1005658 1005658 16329983 15039698 30197547 6551 6551 6551 17607361 16051907 31209756 0 21389 0 21389 X 0 0 0 0 17607361 16030518 17607361 16030518 17607361 16051907 17607361 -1576843 0 16030518 0 16030518 CHARLES SCHWAB - 6797 P 227754 319148 -91394 -91394 CHARLES SCHWAB - 6797 P 1941001 1862767 78234 78234 -13160 6640 0 6640 0 6640 6866 0 6500 0 13366 X 0 6726 6726 0 0 0 0 0 0 0 0 1 0 0 1 1 VA 1 0 0 0 0 1 N/A KATHERINE C LUCAS 2024419989 PO BOX 7295 2200 N GLEBE ROAD ARLINGTON VA 22207 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHERINE COLLINS LUCAS 1809 HOBAN ROAD NW WASHINGTON DC 20007 VICE PRESIDENT/SECRETARY 1.00 0 0 0 BRIAN LUCAS 1809 HOBAN ROAD NW WASHINGTON DC 20007 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 33840168 814340 0 34654508 0 0 34654508 519818 34134690 1706735 1706735 6640 6640 1700095 0 1700095 0 1700095 2038848 0 2038848 1700095 1845899 0 0 2038848 1845899 0 0 192949 0 0 0 0 0 0 0 0 1507146 0 0 0 X ACADEMY OF NATURAL SCIENCES 1900 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 NONE PUBLIC CHARITY,SEC. GENERAL USE 2500 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 AMERICAN FORESTS 1220 L STREET NW SUITE 750 WASHINGTON DC 20005 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 AMERICAN NURSES FOUNDATION PO BOX 504342 SAINT LOUIS MO 63150 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 AN OPEN BOOK 508 KENNEDY ST NW SUITE 309 WASHINGTON DC 20011 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 ARC OF NORTHERN VA 2755 HARTLAND ROAD SUITE 200 FALLS CHURCH VA 22043 NONE PUBLIC CHARITY,SEC. GENERAL USE 30000 ARLINGTON FOOD ASSISTANCE CENTER 2708 S NELSON STREET ARLINGTON VA 22206 NONE PUBLIC CHARITY,SEC. GENERAL USE 10363 ARTS ETC 130 GARDENERS CIRCLE PMB 148 JOHNS ISLAND SC 29455 NONE PUBLIC CHARITY,SEC. GENERAL USE 1000 BENEDICTINE SISTERS 9535 LINTON HALL ROAD BRISTOW VA 20136 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 BEST KIDS 1212 4TH STREET SE SUITE 201 WASHINGTON DC 20003 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 BIG CREEK PEOPLE IN ACTION 17586 ROCKET BOYS DRIVE WAR WV 24892 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 BROTHER WOLF ANIMAL RESCUE 31 GLENDALE AVE ASHEVILLE NC 28803 NONE PUBLIC CHARITY,SEC. GENERAL USE 10390 BUILDING BRIDGES ACROSS THE RIVER AT THE ARC 1901 MISSISSIPPI AVE SE SUITE 101 WASHINGTON DC 20020 NONE PUBLIC CHARITY,SEC. GENERAL USE 79320 CATALOGUE FOR PHILANTHROPY GREATER WASHINGTON 1100 NEW JERSEY AVE SE SUITE 710 WASHINGTON DC 20003 NONE PUBLIC CHARITY,SEC. GENERAL USE 3000 CHARITY NAVIGATOR 299 MARKET STREET SUITE 250 SADDLE BROOK NJ 07663 NONE PUBLIC CHARITY,SEC. GENERAL USE 3000 CHARLESTON HABITAT FOR HUMANITY PO BOX 21479 CHARLESTON SC 29413 NONE PUBLIC CHARITY,SEC. GENERAL USE 30000 CHARITY WATER PO BOX 5026 HAGERSTOWN MD 21741 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 CHILDREN'S NATIONAL HOSPITAL FOUNDATION 1 INVENTA PLACE 6TH FLOOR SILVER SPRING MD 20910 NONE PUBLIC CHARITY,SEC. GENERAL USE 450500 CHRIST CHURCH GEORGETOWN 3116 O STREET NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 110000 CITIZENS ASSOCIATION OF GEORGETOWN 1058 30TH ST NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 5150 CITY BLOSSOMS 516 KENNEDY ST NW WASHINGTON DC 20011 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 CITY KIDS WILDERNESS PROJECT 2437 15TH STREET NW WASHINGTON DC 20009 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA 1691 TURNBULL AVENUE NORTH CHARLESTON SC 29405 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 COASTAL CONSERVATION LEAGUE 131 SPRING ST CHARLESTON SC 29403 NONE PUBLIC CHARITY,SEC. GENERAL USE 30000 COMFORT CASES 15825 SHADY GROVE RD 60 ROCKVILLE MD 20850 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 COUNCIL ON FOUNDATIONS 1255 23RD STREET NW SUITE 200 WASHINGTON DC 20037 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 DC PUBLIC LIBRARY FOUNDATION 901 G ST NW WASHINGTON DC 20001 NONE PUBLIC CHARITY,SEC. GENERAL USE 5250 DC SAFE 6856 EASTERN AVE NW SUITE 212 WASHINGTON DC 20012 NONE PUBLIC CHARITY,SEC. GENERAL USE 20225 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 EO WILSON BIODIVERSITY FOUNDATION 300 BLACKWELL STREET SUITE 102 DURHAM NC 27701 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 EXPONENT PHILANTHROPY 1720 N STREET NW WASHINGTON DC 20036 NONE PUBLIC CHARITY,SEC. GENERAL USE 5720 FAIR CHANCE 8705 COLESVILLE ROAD SUITE 156 SILVER SPRING MD 20910 NONE PUBLIC CHARITY,SEC. GENERAL USE 70000 FASHION ARTS COLLECTIVE 1141 N 11TH ST OMAHA NE 68102 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION FDR STATION PO BOX 220 NEW YORK NY 10150 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 GEORGETOWN MINISTRY CENTER 1041 WISCONSIN AVENUE NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 GOOD SPORTS 1515 WASHINGTON STREET SUITE 300 BRAINTREE MA 02184 NONE PUBLIC CHARITY,SEC. GENERAL USE 10300 GROWING HOPE 922 WEST MICHIGAN AVE YPSILANTI MI 48197 NONE PUBLIC CHARITY,SEC. GENERAL USE 10300 HARVEST HOPE FOOD BANK PO BOX 451 COLUMBIA SC 29202 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 HEALTH WAGON 5626 PATRIOT DR WISE VA 24293 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 HOPE RECOVERY PO BOX 411 CLINTON IN 47842 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 HORIZONS GREATER WASHINGTON 3000 CATHEDRAL AVENUE NW WASHINGTON DC 20008 NONE PUBLIC CHARITY,SEC. GENERAL USE 35000 INSIGHT MEMORY CARE CENTER 3953 PENDER DR 100 FAIRFAX VA 22030 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 INSPIRED CHILD 3133 DUMBARTON ST NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 INTOWN PLAYGROUP INC 1334 29TH STREET NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 JAMES FOLEY FOUNDATION 200 MARCY STREET SUITE 102 PORTSMOUTH NH 03801 NONE PUBLIC CHARITY,SEC. GENERAL USE 1000 JANE GOODALL INSTITUTE 1120 20TH ST NW 520S WASHINGTON DC 20036 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 KIAWAH CONSERVANCY 80 KESTREL COURT KIAWAH ISLAND SC 29455 NONE PUBLIC CHARITY,SEC. GENERAL USE 75000 LITTLE FALLS WATERSHED ALLIANCE 4920 DORSET AVENUE CHEVY CHASE MD 20815 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 LITTLE FOLKS SCHOOL 3247 Q ST NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 LOW COUNTRY FOOD BANK 2864 AZALEA DR NORTH CHARLESTON SC 29405 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 MAMAS 4487 PARK DR NORCROSS GA 30093 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 MARTHA'S TABLE 2375 ELVANS ROAD SE WASHINGTON DC 20020 NONE PUBLIC CHARITY,SEC. GENERAL USE 10325 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE PUBLIC CHARITY,SEC. GENERAL USE 100000 MT ZION UMC 1770 JOHNSON FERRY ROAD MARIETTA GA 30062 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 MUSICIANSHIP 1704 GAINESVILLE ST SE WASHINGTON DC 20020 NONE PUBLIC CHARITY,SEC. GENERAL USE 10300 MY SISTER'S PLACE 1828 COLUMBIA ROAD NW WASHINGTON DC 20009 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 NATIONAL APHASIA ASSOCIATION PO BOX 87 SCARSDALE NY 10583 NONE PUBLIC CHARITY,SEC. GENERAL USE 1000 NATIONAL CENTER FOR FAMILY PHILANTHROPY 1667 K STREET NW SUITE 550 WASHINGTON DC 20006 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 NATIONAL ENVIRONMENTAL EDUCATION FOUNDATION 4301 CONNECTICUT AVENUE NW SUITE 160 WASHINGTON DC 20008 NONE PUBLIC CHARITY,SEC. GENERAL USE 10385 NATIONAL PKU ALLIANCE 954 LEXINGTON AVENUE 269 NEW YORK NY 10021 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PUBLIC CHARITY,SEC. GENERAL USE 20300 OAK HILL HISTORIC PRESERVATION FOUNDATION 3001 R ST NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 OCEANA 1025 CONNECTICUT AVENUE NW SUITE 200 WASHINGTON DC 20036 NONE PUBLIC CHARITY,SEC. GENERAL USE 15000 ONE SIMPLE WISH 1977 N OLDEN AVE 292 TRENTON NJ 08618 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 PAWS AND STRIPES 617 TRUMAN ST NE ALBUQUERQUE NM 87110 NONE PUBLIC CHARITY,SEC. GENERAL USE 10700 PRESERVE KIAWAH 130 GARDENERS CIRCLE PMB 311 JOHNS ISLAND SC 29455 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 ST PATRICK'S EPISCOPAL DAY SCHOOL 4700 WHITEHAVEN PARKWAY NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 228900 THE ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON DC 20037 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 THE FIELD SCHOOL FOR ANNUAL FUND 2301 FOXHALL ROAD NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 60000 THE WASHINGTON BALLET 3515 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 TRISOMY 18 FOUNDATION PO BOX 320 FLUSHING MI 48433 NONE PUBLIC CHARITY,SEC. GENERAL USE 10471 TUDOR PLACE 1644 31ST STREET NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 11000 TURNING THE PAGE 80 M ST SE WASHINGTON DC 20003 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 UPSTREAM 2 OLIVER ST BOSTON MA 02109 NONE PUBLIC CHARITY,SEC. GENERAL USE 15000 WADSWORTH-SULGRAVE FOUNDATION 1801 MASSACHUSETTS AVE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 WASHINGTON WINTER SHOW 29 GRANT CIRCLE NW WASHINGTON DC 20011 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 WATER MISSION PO BOX 63320 CHARLOTTE NC 28263 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 YOUTH FOR TOMORROW 11835 HAZEL CIRCLE DR BRISTOW VA 20136 NONE PUBLIC CHARITY,SEC. GENERAL USE 50000 YOUTH HOMES 1200 CONCORD AVENUE 450 CONCORD CA 94520 NONE PUBLIC CHARITY,SEC. GENERAL USE 20770 2032169 0 14 585787 18 -13160 0 572627 0 572627 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10170 5085 5085 CORPORATE STOCK - CHARLES SCHWAB AT COST 14444889 29717350 MUTUAL FUNDS - CHARLES SCHWAB AT COST 594809 480197 OTHER RECEIVABLE 6551 6551 6551 ADMINISTRATION FEES 372 0 372 DUES & SUBSCRIPTIONS 825 0 825 POSTAGE & DELIVERY 397 0 397 OTHER PAYABLE 0 21389 MANAGEMENT FEES 78992 78992 0 FOREIGN TAXES 24045 24045 0 FEDERAL TAXES 2500 0 0