2025-05-13T09:38:40-05:00 2024-12-31 010825608 DAIGLE & ASSOCIATES LLP 176 FEDERAL STREET - 3RD FL BOSTON MA 02110 990PF 2024-01-01 272764310 ALISANN AND TERRY COLLINS FOUNDATION ALIS 2024419989 PO BOX 7295 2200 N GLEBE ROAD ARLINGTON VA 22207 KATHERINE C LUCAS VICE PRESIDENT 2024419989 2025-05-07 1 0 ANDREW P RICE P01848664 6176193350 2024 2025-03-06 01:10:19Z X 40720543 X 0 X 710547 710547 1719651 3680152 1719651 2430198 2430198 0 0 0 9715 4858 4857 91076 91076 0 81420 39983 0 20536 0 20536 202747 135917 25393 2135010 2135010 2337757 135917 2160403 92441 2294281 206675 68554 68554 15233986 15838900 40651989 379352 0 0 15820013 15907454 40720543 5000 0 5000 0 X 0 0 0 0 15815013 15907454 15815013 15907454 15820013 15907454 15815013 92441 0 15907454 0 15907454 CHARLES SCHWAB - 6797 P 104413 56922 47491 47491 CHARLES SCHWAB - 6797 P 3575739 1903579 1672160 1672160 1719651 31891 0 31891 0 31891 35000 0 0 0 35000 X 0 3109 3109 0 0 0 0 0 0 0 0 0 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 8.00 0 0 0 BRIAN LUCAS 1809 HOBAN ROAD NW WASHINGTON DC 20007 VICE PRESIDENT 4.00 0 0 0 NONE 0 NONE 0 0 38174976 1011273 0 39186249 0 0 39186249 587794 38598455 1929923 1929923 31891 31891 1898032 0 1898032 0 1898032 2160403 0 2160403 1898032 1488544 0 0 2160403 1488544 0 0 671859 0 0 0 0 0 0 0 0 1226173 0 0 0 X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE PUBLIC CHARITY,SEC. GENERAL USE 100000 ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 NONE PUBLIC CHARITY,SEC. GENERAL USE 125000 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 50000 BENEDICTINE SISTERS 9535 LINTON HALL ROAD BRISTOW VA 20136 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 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 PO BOX 8195 ASHEVILLE NC 28814 NONE PUBLIC CHARITY,SEC. GENERAL USE 30000 BUILDING BRIDGES ACROSS THE RIVER AT THE ARC 1901 MISSISSIPPI AVE SE SUITE 101 WASHINGTON DC 20020 NONE PUBLIC CHARITY,SEC. GENERAL USE 70510 CANCER ACTION 7010 W 107TH STREET OVERLAND PARK KS 66212 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 CAROLINA FARM STEWARDSHIP ASSOCIATION PO BOX 448 PITTSBORO NC 27312 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 CATALOGUE FOR PHILANTHROPY GREATER WASHINGTON 1100 NEW JERSEY AVE SE SUITE 710 WASHINGTON DC 20003 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 CHARITY NAVIGATOR 299 MARKET STREET SUITE 250 SADDLE BROOK NJ 07663 NONE PUBLIC CHARITY,SEC. GENERAL USE 3000 CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD NORTH CHARLESTON SC 29406 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 CHARLESTON HABITAT FOR HUMANITY PO BOX 21479 CHARLESTON SC 29413 NONE PUBLIC CHARITY,SEC. GENERAL USE 30000 CHILDREN'S NATIONAL HOSPITAL FOUNDATION 1 INVENTA PLACE 6TH FLOOR SILVER SPRING MD 20910 NONE PUBLIC CHARITY,SEC. GENERAL USE 50000 CHRIST CHURCH GEORGETOWN 3116 O STREET NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 15000 CLUB FOUNDATION INC 8500 RIVER ROAD BETHESDA MD 20817 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 DC SAFE PO BOX 7412 WASHINGTON DC 20044 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 ELLA'S KIDS 3809 WALTERS LANE DISTRICT HEIGHTS MD 20747 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 FAIR CHANCE 8705 COLESVILLE ROAD SUITE 156 SILVER SPRING MD 20910 NONE PUBLIC CHARITY,SEC. GENERAL USE 150000 FORD'S THEATRE SOCIETY 511 TENTH STREET NW WASHINGTON DC 20004 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 GEORGETOWN MINISTRY CENTER 1041 WISCONSIN AVENUE NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 GOOD SPORTS 1515 WASHINGTON STREET SUITE 300 BRAINTREE MA 02184 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 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 HEART'S CRY MINISTRY PO BOX 17507 RALEIGH NC 27619 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 HISTORIC GEORGETOWN CLUB FOUNDATION (HGTCF) 1530 WISCONSIN AVENUE NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 5000 HOPE FOR ANNABEL 1600 PARKWOOD CIR SE STE 200 ATLANTA GA 30339 NONE PUBLIC CHARITY,SEC. GENERAL USE 100000 HOPE NEW HAMPSHIRE RECOVERY - FRIENDS OF RECOVERY NH 293 WILSON ST 101 MANCHESTER NH 03103 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 HORIZONS GREATER WASHINGTON 3000 CATHEDRAL AVENUE NW WASHINGTON DC 20008 NONE PUBLIC CHARITY,SEC. GENERAL USE 35000 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS PO BOX 58100 WASHINGTON DC 20037 NONE PUBLIC CHARITY,SEC. GENERAL USE 25000 LITTLE FOLKS SCHOOL 3247 Q ST NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 LOW COUNTRY FOOD BANK 2864 AZALEA DR CHARLESTON SC 29405 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 MY SISTER'S PLACE PO BOX 21463 WASHINGTON DC 20009 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 NATIONAL KIDNEY FOUNDATION 30 EAST 33RD STREET NEW YORK NY 10016 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 NATIONAL PARK TRUST 401 EAST JEFFERSON STREET SUITE 207 ROCKVILLE MD 20850 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 NATIONAL THEATRE FOUNDATION 1321 PENNSYLVANIA AVE NW WASHINGTON DC 20004 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 NEPHCURE 5 CENTER AVENUE SUITE D COLLEGEVILLE PA 19426 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 OCEANA 1025 CONNECTICUT AVENUE NW SUITE 200 WASHINGTON DC 20036 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 ST PATRICK'S EPISCOPAL CHURCH 4700 WHITEHAVEN PARKWAY NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 631000 ST PETER'S HOSPITAL FOUNDATION 310 SOUTH MANNING BOULEVARD ALBANY NY 12208 NONE PUBLIC CHARITY,SEC. GENERAL USE 50000 THE ASPEN INSTITUTE 2300 N STREET NW SUITE 700 WASHINGTON DC 20037 NONE PUBLIC CHARITY,SEC. GENERAL USE 25000 THE FIELD SCHOOL FOR ANNUAL FUND 2301 FOXHALL ROAD NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 115000 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 10000 TUDOR PLACE 1644 31ST STREET NW WASHINGTON DC 20007 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 TURNING THE PAGE 80 M ST SE SUITE 110 WASHINGTON DC 20003 NONE PUBLIC CHARITY,SEC. GENERAL USE 10000 UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80210 NONE PUBLIC CHARITY,SEC. GENERAL USE 15500 UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE VA 22904 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 WADSWORTH-SULGRAVE FOUNDATION 1801 MASSACHUSETTS AVE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY,SEC. GENERAL USE 100000 WASHINGTON WINTER SHOW 29 GRANT CIRCLE NW WASHINGTON DC 20011 NONE PUBLIC CHARITY,SEC. GENERAL USE 20000 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 10000 2135010 0 14 710547 18 1719651 0 2430198 0 2430198 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9715 4858 4857 CORPORATE STOCK - CHARLES SCHWAB AT COST 15319187 40132276 MUTUAL FUNDS - CHARLES SCHWAB AT COST 519713 519713 OTHER RECEIVABLE 379352 0 0 ADMINISTRATIVE FEES 296 0 296 DUES & SUBSCRIPTIONS 18506 0 18506 OTHER EXPENSES 1734 0 1734 OTHER PAYABLE 5000 0 MANAGEMENT FEES 91076 91076 0 FOREIGN TAXES 39983 39983 0 FEDERAL TAXES 41437 0 0