MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION (EIN 46-4354409)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349102991
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:50:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454149985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEMCKENNA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 PENNSYLVANIA AVE NW 750 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464354409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA AND FRANK CARLUCCI CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 2028621880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CREST LANE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA M CARLUCCI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2028621880 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E ROSE | PreparerPersonNm |
| PTIN | P00435324 | PTIN |
| Phone | 2028621880 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,730,163 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $542,951 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $310,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,848 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $264,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $264,502 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,118,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $575,350 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,016 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,219 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,219 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $964,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $964,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,015,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $964,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,978,886 | CashBOYAmt |
| Cash EOY | $577,370 | CashEOYAmt |
| Cash EOYFMV | $577,370 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,758,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,537,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,152,793 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,737,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,115,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,730,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,737,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,115,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,737,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,115,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,737,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,115,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,737,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $274,698 | OtherIncreasesAmt |
| Subtotal | $8,115,096 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,115,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| NEW EDGE #6222 ST A | P | 2025-12-31 | $1,994 | -$1,994 | -$1,994 | |
| NEW EDGE #6222 LT D | P | 2025-12-31 | $258,448 | $258,448 | $258,448 | |
| NEW EDGE #2119 ST A | P | 2025-12-31 | $4,050 | -$4,050 | -$4,050 | |
| NEW EDGE #2119 LT D | P | 2025-12-31 | $12,098 | $12,098 | $12,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $264,502 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,044 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,430 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,430 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,145 | OverpaymentAmt |
| Applied To ES Tax | $22,145 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA M CARLUCCI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028621880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CREST LANE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221011837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,122,490 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,207,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,330,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,330,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $244,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,085,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $804,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $804,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,285 | TotalTaxAmt |
| Distributable Before Adj | $796,983 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $796,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $796,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $964,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $964,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $553,626 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $177,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $577,086 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $398,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $186,002 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,893,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $964,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $796,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,467 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,060,641 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $553,626 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,507,015 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $177,960 | ExcessFromYear4Amt |
| Excess From Year3 | $577,086 | ExcessFromYear3Amt |
| Excess From Year2 | $398,500 | ExcessFromYear2Amt |
| Excess From Year1 | $186,002 | ExcessFromYear1Amt |
| Excess From Current Year | $167,467 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARCIA M CARLUCCI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONSORTIUM FOR ART & CULTURE IN AMERICA | |||||||
| PO BOX 277 | ALEXANDRIA | VA | 22313 | NONE | PC | GENERAL OPERATIONS. | $20,258 |
| MEDSTAR HEALTH | |||||||
| 10980 GRANTCHESTER WAY 7TH FLOOR | COLUMBIA | MD | 21044 | NONE | PC | GENERAL OPERATIONS. | $68,215 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATIONS, | $100,290 |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL OPERATIONS. | $127,563 |
| READ GLOBAL | |||||||
| 2261 MARKET STREET | SAN FRANCISCO | CA | 94114 | NONE | PC | GENERAL OPERATIONS. | $10,355 |
| READING IS FUNDAMENTAL | |||||||
| 750 FIRST STREET NE SUITE 920 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATIONS. | $36,055 |
| SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY | |||||||
| 1300 CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | NONE | PC | GENERAL OPERATIONS. | $502,586 |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE | |||||||
| 850 16TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONS. | $99,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $964,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310,848 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $264,502 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $575,350 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $575,350 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARCIA CARLUCCI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CREST LANE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221011837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $542,951 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,227 SHARES OF CISCO SYSTEMS INC. (CSCO) | $328,692 | 2025-12-04 |
| 1 | 246 SHARES OF LOWES COMPANIES INC. (LOW) | $61,124 | 2025-12-05 |
| 1 | 273 SHARES OF ANALOG DEVICES INC. (ADI) | $76,792 | 2025-12-05 |
| 1 | 405 SHARES OF LIGAND PHARMACEUTICALS INC. (LGND) | $76,343 | 2025-12-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $8,995 | Amt |
| Net Investment Income | $8,995 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (8 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | 990-PF, PART I, LINE 25, COLUMN (A) | DONEE ORGANIZATION: CONSORTIUM FOR ART & CULTURE IN AMERICADESCRIPTION OF CONTRIBUTED PROPERTY: 245 SHARES OF GRACO (GGG)BOOK VALUE: $521METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$20,258METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:NOVEMBER 28, 2025 |
| STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | 990-PF, PART I, LINE 25, COLUMN (A) | DONEE ORGANIZATION: MEDSTAR HEALTHDESCRIPTION OF CONTRIBUTED PROPERTY: 825 SHARES OF GRACO (GGG)BOOK VALUE: $1,755METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$68,215METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:NOVEMBER 28, 2025 |
| STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | 990-PF, PART I, LINE 25, COLUMN (A) | DONEE ORGANIZATION: SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORYDESCRIPTION OF CONTRIBUTED PROPERTY: 2,995 SHARES OF NVIDIA (NVDA)BOOK VALUE: $7,558METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$402,333METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:FEBRUARY 24, 2025DONEE ORGANIZATION: SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORYDESCRIPTION OF CONTRIBUTED PROPERTY: 780 SHARES OF ZOETIS (ZTS)BOOK VALUE: $50,428METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$100,253METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:NOVEMBER 28, 2025 |
| 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: 67 SHARES OF ADOBE (ADBE)BOOK VALUE: $5,308METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$25,274METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:JUNE 23, 2025DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 307 SHARES OF COHERENT (COHR)BOOK VALUE: $8,609METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$24,462METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:JUNE 23, 2025DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 400 SHARES OF GRACO (GGG)BOOK VALUE: $851METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$33,074METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:NOVEMBER 28, 2025DONEE ORGANIZATION: NATIONAL MUSEUM OF WOMEN IN THE ARTSDESCRIPTION OF CONTRIBUTED PROPERTY: 136 SHARES OF ZOETIS (ZTS)BOOK VALUE: $8,793METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$17,480METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:NOVEMBER 28, 2025 |
| 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: 3,330 SHARES OF CRITEO SA (CRTO)BOOK VALUE: $31,531METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$68,665METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:DECEMBER 10, 2025DONEE ORGANIZATION: RAND CORPORATIONDESCRIPTION OF CONTRIBUTED PROPERTY: 69 SHARES OF SERVICENOW (NOW)BOOK VALUE: $4,845METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$58,898METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:DECEMBER 10, 2025 |
| STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | 990-PF, PART I, LINE 25, COLUMN (A) | DONEE ORGANIZATION: READ GLOBALDESCRIPTION OF CONTRIBUTED PROPERTY: 68 SHARES OF ZOETIS (ZTS)BOOK VALUE: $3,156METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$10,355METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:SEPTEMBER 3, 2025 |
| STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | 990-PF, PART I, LINE 25, COLUMN (A) | DONEE ORGANIZATION: READING IS FUNDAMENTAL DESCRIPTION OF CONTRIBUTED PROPERTY: 160 SHARES OF CLEAN HARBORS (CLH) BOOK VALUE: $8,637METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$36,055METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:NOVEMBER 26, 2025 |
| STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE | 990-PF, PART I, LINE 25, COLUMN (A) | DONEE ORGANIZATION: THE RONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTEDESCRIPTION OF CONTRIBUTED PROPERTY: 1,192 SHARES OF COOPER (COO)BOOK VALUE: $31,319METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$84,841METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:JUNE 12, 2025DONEE ORGANIZATION: THE RONALD REAGAN PRESIDENTIAL FOUNDATION & INSTITUTEDESCRIPTION OF CONTRIBUTED PROPERTY: 90 SHARES OF IQVIA (IQV)BOOK VALUE: $6,112METHOD USED TO DETERMINE BOOK VALUE:STOCK QUOTEFAIR MARKET VALUE:$14,287METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:JUNE 12, 2025 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEWEDGE - 6222 STOCK | $1,649,350 | $9,754,627 |
| NEWEDGE - 2119 ETFS | $1,744,673 | $3,167,956 |
| NEWEDGE - 2119 MUTUAL FUNDS | $2,431,009 | $2,490,983 |
| ARES CORE INFRASTRUCTURE FUND CL. I | $712,694 | $752,955 |
| BLUE OWL CREDIT INCOME CORP | $1,000,000 | $986,272 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-FMV ADJUSTMENTS | Desc |
| Amt | $274,698 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $41,016 | Amt |
| Net Investment Income | $41,016 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEWEDGE - 6222 FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,219 | Amt |
| Net Investment Income | $1,219 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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