2021-11-11T11:14:57-06:00 2020-12-31 454149985 ROSEMCKENNA PLLC 1717 PENNSYLVANIA AVE NW 750 WASHINGTON DC 20006 990PF 2020-01-01 464354409 MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION MARC 2028621880 1207 CREST LANE MCLEAN VA 22101 MARCIA M CARLUCCI DIRECTOR 2028621880 2021-11-09 1 MARCIA CARLUCCI 999009999 STEVEN ROSE P00435324 2028621880 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 10511514 X 748751 113348 113348 -273541 1340910 0 588558 113348 0 0 0 0 0 3525 3525 0 0 32223 32223 0 0 2811 2811 0 0 38559 38559 0 0 1007792 1007792 1046351 38559 0 1007792 -457793 74789 0 938328 1231198 1231198 596 596 596 20000 20000 7058172 5908764 9259720 7996500 7160558 10511514 0 0 X 0 0 0 0 7996500 7160558 7996500 7160558 7996500 7160558 7996500 -457793 0 7538707 378149 7160558 PUBLICLY TRADED SECURITIES - MS 7926 - LT E 411585 717363 -305778 -305778 PUBLICLY TRADED SECURITIES - MS 1392 - ST A 374065 317971 56094 56094 PUBLICLY TRADED SECURITIES - MS 1392 - LT D 555260 579897 -24637 -24637 CAPITAL GAIN DISTRIBUTION - MS 1392 P 780 780 -273541 56094 1040 0 1040 0 1040 42759 0 0 0 42759 X 0 41719 41719 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 8055669 1187088 0 9242757 0 0 9242757 138641 9104116 455206 455206 1040 1040 454166 0 454166 0 454166 1007792 0 1007792 0 1007792 454166 0 0 982426 833267 741580 90451 218897 2866621 1007792 0 0 0 454166 553626 0 0 3420247 0 0 0 0 0 0 982426 2437821 833267 741580 90451 218897 553626 MARCIA M CARLUCCI X DUKE UNIVERSITY 2138 CAMPUS DRIVE BOX 90586 DURHAM NC 27708 NONE PC GENERAL OPERATIONS 30000 FORD'S THEATRE 511 10TH STREET NW WASHINGTON DC 20004 NONE PC GENERAL OPERATIONS 151776 LUNGEVITY FOUNDATION 228 S WABASH AVENUE SUITE 700 CHICAGO IL 60604 NONE PC GENERAL OPERATIONS 10000 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVE NW WASHINGTON DC 20005 NONE PC GENERAL OPERATIONS 301769 PRESBYTERIAN SCHOOL 40 OAKDALE STREET HOUSTON TX 77006 NONE PC GENERAL OPERATIONS 25239 PREVENT CANCER FOUNDATION 1600 DUKE STREET SUITE 500 ALEXANDRIA VA 22314 NONE PC GENERAL OPERATIONS 50952 WASHINGTON TENNIS & EDUCATION FOUNDATION 1600 KENNEDY STREET NW WASHINGTON DC 20011 NONE PC GENERAL OPERATIONS 25000 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVE NW WASHINGTON DC 20005 NONE PC GENERAL OPERATIONS 50000 RAZIA'S RAY OF HOPE PO BOX 81052 WELLESLEY MA 02481 NONE PC GENERAL OPERATIONS 5000 USAGAINSTALZHEIMERS PO BOX 34565 WASHINGTON DC 20043 NONE PC GENERAL OPERATIONS 10000 RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 904072138 NONE PC GENERAL OPERATIONS 348056 1007792 0 14 113348 18 -273541 0 -160193 0 -160193 0 0 0 0 0 0 0 0 0 0 X X 1 MARCIA CARLUCCI 1207 CREST LANE MCLEAN VA 221011837 748751 X X 1 802 SHARES OF ALIBABA GROUP HLDG 205176 2020-12-22 1 385 SHARES OF NVIDIA CORPORATION 204485 2020-12-22 1 788 SHARES OF SALESFORCE 182162 2020-12-22 1 635 SHARES OF SQUARE INC CLASS A STOCK 153403 2020-12-22 ACCOUNTING FEES 3525 3525 0 0 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: 3,825 SHARES OF KIRBY CP STOCKBOOK VALUE: $330,480METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $151,776METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 10/16/2020 STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 551 SHARES OF LENNOX INTERNATIONAL INC STOCK & 1,282 SHARES OF SYNOPSYS INC STOCKBOOK VALUE: $113,904METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $301,769METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 4/28/2020 STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: PRESBYTERIAN SCHOOLDESCRIPTION OF CONTRIBUTED PROPERTY: 645 SHARES OF KIRBY CP STOCKBOOK VALUE: $55,728METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $25,239METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 10/15/2020 STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: PREVENT CANCER FOUNDATIONDESCRIPTION OF CONTRIBUTED PROPERTY: 1,320 SHARES OF KIRBY CP STOCKBOOK VALUE: $114,048METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $50,952METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 10/22/2020 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: 510 SHARES OF CINTAS CORP STOCK, 649 SHARES OF JACK HENRY & ASSOCIATES STOCK, AND 815 SHARES OF RESMED INC STOCKBOOK VALUE: $89,448METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE: $348,056METHOD USED TO DETERMINE FAIR MARKET VALUE: STOCK QUOTEDATE OF GIFT: 4/28/2020 SCHEDULE OF RECEIVABLES DUE FROM DISQUALIFIED PERSONS 990-PF, PART II, LINE 6, COLUMNS (A) AND (B) DISBURSEMENT FROM ACCOUNT DUE TO INADVERTENT/UNINTENTIONAL ERROR. AMOUNT FULLY REPAID (WITH INTEREST) UPON DISCOVERY. MS 17926 STOCK 1606660 4233002 MS 041392 ETFS 4302104 5026718 BOOK-FMV ADJUSTMENTS 378149 PROFESSIONAL FEES 32223 32223 0 0 MS 1392 FOREIGN TAXES PAID 2811 2811 0 0