2022-11-14T09:52:38-06:00 2021-12-31 331197384 ANDERSEN TAX LLC 1861 INTERNATIONAL DRIVE SUITE 501 MCLEAN VA 22102 990PF 2021-01-01 201512250 THE FORSTER FAMILY FOUNDATION C/O PETER FORSTER FORS 5713820020 5291 PARTRIDGE LANE NW WASHINGTON DC 20016 PETER FORSTER PRESIDENT/TREASURER 5713820020 2022-11-10 1 PETER FORSTER 999009999 JENNIFER SARAJIAN STONE P00833856 5713820020 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 27484421 X 7902 69461 69461 573856 573856 1163418 5050626 1163418 1814637 1806735 0 0 0 7902 3951 0 102149 102149 0 37623 7623 0 147674 113723 0 2566000 2566000 2713674 113723 2566000 -899037 1693012 756576 902080 902080 1324746 1528738 1563707 797937 1119460 1124313 19597393 18033475 23894321 22476652 21583753 27484421 0 0 X 0 0 0 0 22476652 21583753 22476652 21583753 22476652 21583753 22476652 -899037 6138 21583753 0 21583753 FHLMC G11964 5%21 3128M1B99 P 2021-01-01 2021-01-15 0 0 FHLMC G11964 5%21 3128M1B99 P 2021-01-01 2021-01-31 6 6 0 0 FHLMC G11964 5%21 3128M1B99 P 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FHLMC G13624 5%24 3128MCG90 P 2021-01-01 2021-09-30 882 932 -50 -50 FHLMC G13624 5%24 3128MCG90 P 2021-01-01 2021-10-31 870 920 -50 -50 FHLMC G13624 5%24 3128MCG90 P 2021-01-01 2021-11-30 867 916 -49 -49 FHLMC G13624 5%24 3128MCG90 P 2021-01-01 2021-12-31 785 830 -45 -45 FHLMC G13807 5%21 3128MCNY7 P 2021-01-01 2021-01-15 0 0 FHLMC G13807 5%21 3128MCNY7 P 2021-01-01 2021-01-31 1 1 0 0 FHLMC G13807 5%21 3128MCNY7 P 2021-01-01 2021-02-15 0 0 FHLMC G13807 5%21 3128MCNY7 P 2021-01-01 2021-02-28 0 0 FHLMC G13807 5%21 3128MCNY7 P 2021-01-01 2021-03-15 0 0 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-01-31 1055 1115 -60 -60 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-02-28 1032 1091 -59 -59 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-03-31 870 920 -50 -50 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-04-30 806 852 -46 -46 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-05-31 1693 1790 -97 -97 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-06-30 1011 1069 -58 -58 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-07-31 1122 1186 -64 -64 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-08-31 1361 1439 -78 -78 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-09-30 658 696 -38 -38 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-10-31 1371 1449 -78 -78 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-11-30 771 815 -44 -44 FHLMC G15532 4%30 3128MELM1 P 2021-01-01 2021-12-31 970 1025 -55 -55 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-01-31 1133 1198 -65 -65 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-02-28 840 888 -48 -48 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-03-31 564 596 -32 -32 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-04-30 468 495 -27 -27 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-05-31 456 482 -26 -26 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-06-30 729 771 -42 -42 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-07-31 340 359 -19 -19 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-08-31 226 239 -13 -13 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-09-30 186 197 -11 -11 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-10-31 165 174 -9 -9 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-11-30 162 171 -9 -9 FHLMC G16304 6%24 3128MFGM4 P 2021-01-01 2021-12-31 163 172 -9 -9 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-01-31 989 1045 -56 -56 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-02-28 1083 1145 -62 -62 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-03-31 1353 1430 -77 -77 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-04-30 1495 1580 -85 -85 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-05-31 1460 1543 -83 -83 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-06-30 1683 1779 -96 -96 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-07-31 1510 1596 -86 -86 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-08-31 2456 2596 -140 -140 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-09-30 2794 2953 -159 -159 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-10-31 1965 2077 -112 -112 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-11-30 1408 1488 -80 -80 FHLMC SB8073 1.5%35 3132D56J6 P 2021-01-01 2021-12-31 1174 1241 -67 -67 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-01-31 289 305 -16 -16 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-02-28 231 244 -13 -13 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-03-31 241 255 -14 -14 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-04-30 220 233 -13 -13 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-05-31 210 222 -12 -12 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-06-30 170 180 -10 -10 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-07-31 144 152 -8 -8 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-08-31 137 145 -8 -8 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-09-30 116 123 -7 -7 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-10-31 112 118 -6 -6 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-11-30 114 120 -6 -6 FNMA PL AL0399 6%24 3138EGNR1 P 2021-01-01 2021-12-31 87 92 -5 -5 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-01-31 666 704 -38 -38 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-02-28 557 589 -32 -32 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-03-31 576 609 -33 -33 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-04-30 604 638 -34 -34 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-05-31 563 595 -32 -32 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-06-30 677 716 -39 -39 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-07-31 509 538 -29 -29 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-08-31 468 495 -27 -27 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-09-30 508 537 -29 -29 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-10-31 623 659 -36 -36 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-11-30 491 519 -28 -28 FNMA PL AL4698 4.5%26 3138EMGG0 P 2021-01-01 2021-12-31 483 511 -28 -28 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-01-31 5030 5317 -287 -287 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-02-28 4651 4916 -265 -265 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-03-31 5040 5327 -287 -287 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-04-30 5300 5602 -302 -302 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-05-31 4382 4632 -250 -250 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-06-30 4971 5254 -283 -283 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-07-31 4132 4368 -236 -236 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-08-31 4937 5218 -281 -281 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-09-30 4996 5281 -285 -285 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-10-31 3462 3659 -197 -197 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-11-30 3220 3404 -184 -184 FNMA PL FM2875 5%27 3140X6FR7 P 2021-01-01 2021-12-31 3090 3266 -176 -176 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-02-28 1552 1640 -88 -88 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-03-31 1264 1336 -72 -72 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-04-30 1765 1866 -101 -101 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-05-31 1327 1403 -76 -76 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-06-30 1212 1281 -69 -69 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-07-31 1303 1377 -74 -74 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-08-31 940 994 -54 -54 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-09-30 1167 1234 -67 -67 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-10-31 872 922 -50 -50 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-11-30 1219 1288 -69 -69 FNMA PL MA0734 4.5%31 31417YY84 P 2021-01-01 2021-12-31 900 951 -51 -51 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-01-31 33 35 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-02-28 34 36 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-03-31 33 35 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-04-30 33 35 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-05-31 32 34 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-06-30 31 33 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-07-31 28 30 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-08-31 27 29 -2 -2 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-09-30 24 25 -1 -1 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-10-31 21 22 -1 -1 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-11-30 21 22 -1 -1 FNMA PL 254688 5.5%23 31371K2V2 P 2021-01-01 2021-12-31 24 25 -1 -1 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-01-31 390 412 -22 -22 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-02-28 378 400 -22 -22 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-03-31 463 489 -26 -26 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-04-30 340 359 -19 -19 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-05-31 455 481 -26 -26 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-06-30 411 434 -23 -23 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-07-31 282 298 -16 -16 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-08-31 448 474 -26 -26 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-09-30 255 270 -15 -15 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-10-31 255 270 -15 -15 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-11-30 210 222 -12 -12 FNMA PL 889094 6.5%23 31410GXX6 P 2021-01-01 2021-12-31 210 222 -12 -12 GNMA PL 721737 4%25 3620A7ZA6 P 2021-01-01 2021-12-31 2024 2139 -115 -115 20,000 JPMORGAN CHASE & 3.2%23 DUE 01/25/23 46625HJH4 P 2020-12-30 2021-10-13 20709 20754 -45 -45 5,000 WELLS FARGO & CO 4.6%21 DUE 04/01/21 94974BEV8 P 2020-04-24 2021-04-01 5000 5000 0 0 15,000 WELLS FARGO & CO 4.6%21 DUE 04/01/21 94974BEV9 P 2020-10-15 2021-04-01 15000 15000 0 0 25,000 WELLS FARGO & CO 4.6%21 DUE 04/01/21 94974BEV10 P 2020-12-30 2021-04-01 25000 25000 0 0 75,000 FHLB 1.125XXX**MATURED** 3130A8QS5 P 2016-07-27 2021-07-14 75000 74471 529 529 20,000 JPMORGAN CHASE & 3.2%23 DUE 01/25/23 46625HJH4 P 2018-07-10 2021-10-13 20709 19916 793 793 5,000 JPMORGAN CHASE & 3.2%23 DUE 01/25/23 46625HJH5 P 2018-10-31 2021-10-13 5177 4967 210 210 30,000 JPMORGAN CHASE & 3.2%23 DUE 01/25/23 46625HJH6 P 2019-02-15 2021-10-13 31063 30040 1023 1023 45,000 PHOENIX AZ CVC 2.107XXX**MATURED** 718846BE7 P 2019-11-07 2021-07-01 45000 45000 0 0 60,000 WELLS FARGO & CO 4.6%21 DUE 04/01/21 94974BEV8 P 2018-05-16 2021-04-01 60000 60000 0 0 15,000 WELLS FARGO & CO 4.6%21 DUE 04/01/21 94974BEV9 P 2018-06-04 2021-04-01 15000 15000 0 0 45,000 OLENTANGY LSD OH 4XXX**MATURED** 680616XP9 P 2013-10-23 2021-12-01 45000 45000 0 0 3,534 CALAMOS MARKET NEUTRAL INCOM XXX-XX-XXXX / CMNIX P 2020-03-20 2021-04-07 50000 43861 6139 6139 6,916 CALAMOS MARKET NEUTRAL INCOM XXX-XX-XXXX / CMNIX P 2020-05-28 2021-11-02 100000 91581 8419 8419 1,514 JOHCM INTERNATIONAL SELECT INS 46653M849 / JOHIX P 2020-12-22 2021-09-03 50000 44619 5381 5381 4,506 EDGEWOOD GROWTH INSTL 0075W0759 / EGFIX P 2018-09-21 2021-03-08 225000 161561 63439 63439 6,394 EDGEWOOD GROWTH INSTL 0075W0759 / EGFIX P 2018-09-21 2021-04-07 350000 229230 120770 120770 17,473 EDGEWOOD GROWTH INSTL 0075W0759 / EGFIX P 2018-01-01 2021-05-19 950000 598962 351038 351038 2,043 EDGEWOOD GROWTH INSTL 0075W0759 / EGFIX P 2018-11-05 2021-06-24 125000 67167 57833 57833 1,541 EDGEWOOD GROWTH INSTL 0075W0759 / EGFIX P 2018-11-05 2021-11-02 100000 50669 49331 49331 1,307 GATEWAY Y XXX-XX-XXXX / GTEYX P 2020-02-28 2021-04-07 50000 46051 3949 3949 973 HARDING LOEVNER INSTL EMERG MK XXX-XX-XXXX / HLMEX P 2020-02-18 2021-03-08 25000 21624 3376 3376 1,513 ISHARES CORE S&P MID CAPETF IV XXX-XX-XXXX / IJH P 2019-06-27 2021-05-19 400126 289819 110307 110307 400 ISHARES CORE S&P 500 ETF XXX-XX-XXXX / IVV P 2020-02-18 2021-05-19 163700 135398 28302 28302 822 ISHARES CORE S&P 500 ETF XXX-XX-XXXX / IVV P 2020-02-28 2021-05-19 336402 278243 58159 58159 234 ISHARES CORE S&P 500 ETF XXX-XX-XXXX / IVV P 2020-02-18 2021-06-28 100194 79208 20986 20986 770 ISHARES CORE S&P 500 ETF XXX-XX-XXXX / IVV P 2020-02-18 2021-09-03 350572 260642 89930 89930 1,081 ISHARES CORE S&P 500 ETF XXX-XX-XXXX / IVV P 2020-02-18 2021-11-02 500760 365914 134846 134846 449 ISHARES RUSSELL 2000 ETF XXX-XX-XXXX / IWM P 2018-09-19 2021-04-07 100039 76496 23543 23543 12,976 OSTERWEIS STRATEGIC INCOME XXX-XX-XXXX / OSTIX P 2016-10-18 2021-11-02 150000 145472 4528 4528 793 SCHWAB EMERGING MARKETS EQUIT XXX-XX-XXXX / SCHE P 2019-12-18 2021-03-08 24999 21560 3439 3439 1,996 VANGUARD FTSE DEVELOPED MKTS XXX-XX-XXXX / VEA P 2020-02-18 2021-04-07 100019 87157 12862 12862 1,906 VANGUARD FTSE DEVELOPED MKTS XXX-XX-XXXX / VEA P 2020-02-18 2021-11-02 100009 83227 16782 16782 12,712 BAIRD CORE PLUS BOND INST XXX-XX-XXXX / BCOIX P 2020-12-22 2021-11-02 150000 154335 -4335 -4335 1,709 JOHCM INTERNATIONAL SELECT I 00770G847 / JOHEE P 2020-12-22 2021-03-08 50000 50352 -352 -352 1163418 23533 0 23533 0 23533 29873 0 20000 0 49873 0 26340 26340 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 1 0 0 0 0 1 N/A PETER FORSTER 5713820020 5291 PARTRIDGE LANE NW WASHINGTON DC 20016 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER C FORSTER 5291 PARTRIDGE LANE NW WASHINGTON DC 20016 PRESIDENT/TREASURER 0.50 0 0 0 ELIZABETH D FORSTER 5291 PARTRIDGE LANE NW WASHINGTON DC 20016 VP/SECRETARY 0.50 0 0 0 NONE 0 WEALTHSPIRE ADVISORS 1 PRESERVE PKWY STE 610 ROCKVILLE MD 20852 INVESTMENT MANAGER 93610 0 0 26831000 684309 0 27515309 0 0 27515309 412730 27102579 1355129 1355129 23533 23533 1331596 0 1331596 0 1331596 2566000 0 2566000 1331596 0 0 1853627 2027427 2537924 1377540 1971894 9768412 2566000 0 0 0 1331596 1234404 0 0 11002816 0 0 0 0 0 0 1853627 9149189 2027427 2537924 1377540 1971894 1234404 PETER C FORSTER ELIZABETH D FORSTER X AMERICAN PRECISION MUSEUM PO BOX 679 WINDSOR VT 05089 N/A 501(C)(3) CHARITABLE 100000 CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 N/A 509(A)(1) CHARITABLE 300000 CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 N/A 501(C)(3) CHARITABLE 50000 CATHOLIC EXTENSION 160 SOUTH WACKER DRIVE SUITE 2000 CHICAGO IL 60606 N/A 501(C)(3) CHARITABLE 100000 CITY KIDS 2347 15TH ST NW WASHINGTON DC 20009 N/A 501(C)(3) CHARITABLE 35000 COMMUNITY RENEWAL PO BOX 4678 SHREVEPORT LA 71134 N/A 501(C)(3) CHARITABLE 250000 CONCORD ACADEMY 166 MAIN ST CONCORD MA 01742 N/A 501(C)(3) CHARITABLE 100000 DON BOSCO CRISTO REY HIGH SCHOOL PO BOX 56481 WASHINGTON DC 20040 N/A 501(C)(3) CHARITABLE 125000 ELIZABETH SETON HIGH SCHOOL 5715 EMERSON ST BLADENSBURG MD 20710 N/A 501(C)(3) CHARITABLE 400000 HOLY CROSS HEALTH FOUNDATION 1500 FOREST GLEN ROAD SILVER SPRING MD 20910 N/A 501(C)(3) CHARITABLE 25000 HOLY TRINITY CATHOLIC CHURCH 20523 HUEBNER ROAD SAN ANTONIO TX 78258 N/A 501(C)(3) CHARITABLE 50000 IONA HOUSE 4125 ALBEMARLE ST NW WASHINGTON DC 20016 N/A 501(C)(3) CHARITABLE 65000 JOHNS HOPKINS UNIVERSITY 1101 EAST 33RD STREET NO C020 BALTIMORE MD 21218 N/A 509(A)(1) CHARITABLE 111000 NATIONAL CAPITAL AREA COUNCIL 9190 ROCKVILLE PIKE BETHESDA MD 20814 N/A 509(A)(1) CHARITABLE 250000 PERRY SCHOOL COMMUNITY SERVICES CENTER 128 M STREET NW SUITE 100 WASHINGTON DC 20001 N/A 501(C)(3) CHARITABLE 100000 SAMARITAN INNS 2523 14TH ST NW WASHINGTON DC 20009 N/A 501(C)(3) CHARITABLE 100000 SAN MIGUEL SCHOOL 7705 GEORGIA AVE NW WASHINGTON DC 20012 N/A 501(C)(3) CHARITABLE 25000 THE ACADEMY OF THE HOLY CROSS 4920 STRATHMORE AVE KENSINGTON MD 20895 N/A 501(C)(3) CHARITABLE 60000 THE EPISCOPAL CHURCH OF LEEDS PARISH 4332 LEEDS MANOR ROAD MARKHAM VA 22643 N/A 501(C)(3) CHARITABLE 110000 THE MEADOWBROOK SCHOOL 10 FARM ROAD WESTON MA 02493 N/A 501(C)(3) CHARITABLE 50000 THE POTOMAC SCHOOL 1301 POTOMAC SCHOOL ROAD MCLEAN VA 22101 N/A 501(C)(3) CHARITABLE 110000 VIENNA PRESBYTERIAN CHURCH 124 PARK ST NE WVIENNA VA 22180 N/A 501(C)(3) CHARITABLE 50000 2566000 0 14 69461 14 573856 18 1163418 0 1806735 0 1806735 0 0 0 0 0 0 0 0 0 0 X X 1 PETER C FORSTER 5291 PARTRIDGE LANE NW WASHINGTON DC 20016 7902 X PROFESSIONAL FEES 7902 3951 0 PUBLICLY TRADED CORPORATE & OTHER TAXABLE BONDS 1119460 1124313 0 0 1528738 1563707 PUBLICLY TRADED OTHER INVESTMENTS (MUTUAL FUNDS, EFTS, INTERNATIONAL) AT COST 18033475 23894321 PRIOR PERIOD ADJUSTMENT 6138 INVESTMENT FEES 102149 102149 0 FOREIGN TAX PAID 7623 7623 0 2019 INCOME TAX 30000 0 0