2026-05-14T14:52:11-05:00 2025-12-31 010825608 DAIGLE & ASSOCIATES LLP 91 MONTVALE AVE - SUITE 100 STONEHAM MA 02180 990PF 2025-01-01 272764310 ALISANN AND TERRY COLLINS FOUNDATION ALIS 2024419989 PO BOX 7295 2200 N GLEBE ROAD ARLINGTON VA 22207 KATHERINE C LUCAS PRESIDENT 2024419989 2026-05-13 1 ANDREW P RICE P01848664 6176193350 2025 2025-03-06 01:10:19Z X 46681413 X 0 X 798679 798679 1105429 1843608 1105429 1904108 1904108 0 0 0 12075 6038 6037 123724 123724 0 58769 38769 0 29738 0 29738 224306 168531 35775 1867000 1867000 2091306 168531 1902775 -187198 1735577 68554 397067 397067 15838900 15323189 46284346 15907454 15720256 46681413 0 0 X 0 0 0 0 15907454 15720256 15907454 15720256 15907454 15720256 15907454 -187198 0 15720256 0 15720256 CHARLES SCHWAB - 6797 P 32435 32435 32435 CHARLES SCHWAB - 6797 P 1811172 738179 1072993 1072993 CHARLES SCHWAB - 6797 P 1 1 1 1105429 24125 0 24125 0 24125 23109 0 0 0 23109 X 29 1045 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 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 42388923 457657 0 42846580 0 0 42846580 642699 42203881 2110194 2110194 24125 24125 2086069 0 2086069 0 2086069 1902775 0 1902775 2086069 1226173 0 0 1902775 1226173 0 0 676602 0 0 0 0 0 0 0 0 1409467 0 0 0 X ALL HALLOWS GUILD 3101 WISCONSIN AVE NW WASHINGTON DC 20016 NONE NC GENERAL USE 2500 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE NC GENERAL USE 100000 ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 WEST 57TH STREET SUITE 904 NEW YORK NY 10019 NONE NC GENERAL USE 100000 ARC OF NORTHERN VA 3060 WILLIAMS DR SUITE 300 FAIRFAX VA 22031 NONE NC GENERAL USE 50000 BENEDICTINE SISTERS 9535 LINTON HALL ROAD BRISTOW VA 20136 NONE NC GENERAL USE 5000 BEST KIDS 1212 4TH STREET SE SUITE 201 WASHINGTON DC 20003 NONE NC GENERAL USE 10000 BIG BROTHERS BIG SISTERS OF OKLAHOMA 1306 S DENVER AVE TULSA OK 74119 NONE NC GENERAL USE 10000 BROTHER WOLF ANIMAL RESCUE PO BOX 8195 ASHEVILLE NC 28814 NONE NC GENERAL USE 10000 BUILDING BRIDGES ACROSS THE RIVER AT THE ARC 1901 MISSISSIPPI AVE SE SUITE 101 WASHINGTON DC 20020 NONE NC GENERAL USE 75000 CANCER ACTION 7010 W 107TH STREET OVERLAND PARK KS 66212 NONE NC GENERAL USE 10000 CHARLESTON HABITAT FOR HUMANITY PO BOX 21479 CHARLESTON SC 29413 NONE NC GENERAL USE 30000 CHILD HELP 6730 N SCOTTSDALE RD SUITE 150 SCOTTSDALE AZ 85253 NONE NC GENERAL USE 5000 CHILDREN'S NATIONAL HOSPITAL FOUNDATION 1 INVENTA PLACE 6TH FLOOR SILVER SPRING MD 20910 NONE NC GENERAL USE 50000 CHRIST CHURCH GEORGETOWN 3116 O STREET NW WASHINGTON DC 20007 NONE NC GENERAL USE 10000 CLUB FOUNDATION INC 8500 RIVER ROAD BETHESDA MD 20817 NONE NC GENERAL USE 7500 CITY KIDS WILDERNESS PROJECT 2437 15TH STREET NW WASHINGTON DC 20009 NONE NC GENERAL USE 5000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST SUITE 230 WELLESLEY HILLS MA 02481 NONE NC GENERAL USE 75000 DOVER CHILDREN'S HOME 207 LOCUST STREET DOVER NH 03820 NONE NC GENERAL USE 1000 ECHO INC 7205 OLD KEENE MILL ROAD SPRINGFIELD VA 22150 NONE NC GENERAL USE 5000 ELLA'S KIDS 3809 WALTERS LANE DISTRICT HEIGHTS MD 20747 NONE NC GENERAL USE 10000 FAIR CHANCE 1775 EYE STREET NW SUITE 1150 WASHINGTON DC 20006 NONE NC GENERAL USE 100000 FAIR GIRLS 2021 L STREET NW 101-254 WASHINGTON DC 20036 NONE NC GENERAL USE 10000 FLAG STAR FOUNDATION 4702 8TH STREET NW WASHINGTON DC 20011 NONE NC GENERAL USE 10000 GEORGETOWN MINISTRY CENTER 1041 WISCONSIN AVENUE NW WASHINGTON DC 20007 NONE NC GENERAL USE 20000 GEORGE WASHINGTON UNIVERSITY PO BOX 98131 WASHINGTON DC 20090 NONE NC GENERAL USE 250000 GEORGETOWN UNIVERSITY STREET LAW CLINIC 600 NEW JERSEY AVENUE NW WASHINGTON DC 20001 NONE NC GENERAL USE 5000 GREENSPRING VILLAGE SCHOLARSHIP FUND 7410 SPRING VALLEY DR SPRINGFIELD VA 22150 NONE NC GENERAL USE 10000 HEART'S CRY MINISTRY PO BOX 17507 RALEIGH NC 27619 NONE NC GENERAL USE 2500 HORIZONS GREATER WASHINGTON 3000 CATHEDRAL AVENUE NW WASHINGTON DC 20008 NONE NC GENERAL USE 25000 JANE GOODALL INSTITUTE 1120 20TH ST NW 520S WASHINGTON DC 20036 NONE NC GENERAL USE 15000 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS PO BOX 58100 WASHINGTON DC 20037 NONE NC GENERAL USE 25000 KIAWAH CONSERVANCY 80 KESTREL COURT KIAWAH ISLAND SC 29455 NONE NC GENERAL USE 10000 LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION 10 W CARMEL DR STE 220 CARMEL IN 46032 NONE NC GENERAL USE 15000 LOW COUNTRY FOOD BANK 2864 AZALEA DR CHARLESTON SC 29405 NONE NC GENERAL USE 10000 MERRI-MAC FOUNDATION 1123 MONTREAT RD BLACK MOUNTAIN NC 28711 NONE NC GNERAL USE 5000 MY SISTER'S PLACE PO BOX 21463 WASHINGTON DC 20009 NONE NC GENERAL USE 10000 NATIONAL GALLERY OF ART 2000 SOUTH CLUB DRIVE LANDOVER MD 20785 NONE NC GENERAL USE 25000 NEPHCURE 5 CENTER AVENUE SUITE D COLLEGEVILLE PA 19426 NONE NC GENERAL USE 25000 POLAR BEARS INTERNATIONAL PO BOX 3008 BOZEMAN MT 59772 NONE NC GENERAL USE 10000 RARE HOPE 4645 HAWTHORNE LANE NW WASHINGTON DC 20016 NONE NC GENERAL USE 60000 SANTA BARBARA BIRTH CENTER 2958 STATE ST SANTA BARBARA CA 93105 NONE NC GENERAL USE 3000 SAVE THE CHIMPS PO BOX 12220 FORT PIERCE FL 34945 NONE NC GENERAL USE 10000 SIBLEY MEMORIAL HOSPITAL FOUNDATION 5255 LOUGHBORO RD NW WASHINGTON DC 20016 NONE NC GENERAL USE 15000 ST PATRICK'S EPISCOPAL CHURCH 4700 WHITEHAVEN PARKWAY NW WASHINGTON DC 20007 NONE NC GENERAL USE 25000 ST PATRICK'S EPISCOPAL DAY SCHOOL 4700 WHITEHAVEN PARKWAY NW WASHINGTON DC 20007 NONE NC GENERAL USE 275000 THE FIELD SCHOOL FOR ANNUAL FUND 2301 FOXHALL ROAD NW WASHINGTON DC 20007 NONE NC GENERAL USE 10000 THE HISTORIC GEORGETOWN CLUB FOUNDATION 1530 WISCONSIN AVENUE NW WASHINGTON DC 20007 NONE NC GENERAL USE 5000 THE NATIONAL THEATRE 1321 PENNSYLVANIA AVE NW WASHINGTON DC 20004 NONE NC GENERAL USE 15000 THE WASHINGTON BALLET 3515 WISCONSIN AVE NW WASHINGTON DC 20016 NONE NC GENERAL USE 25000 TUDOR PLACE 1644 31ST STREET NW WASHINGTON DC 20007 NONE NC GENERAL USE 10000 UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80210 NONE NC GENERAL USE 65000 UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE VA 22904 NONE NC GENERAL USE 110500 WASHINGTON NATIONAL CATHEDRAL 3101 WISCONSIN AVE NW WASHINGTON DC 20016 NONE NC GENERAL USE 10000 WASHINGTON WINTER SHOW 29 GRANT CIRCLE NW WASHINGTON DC 20011 NONE NC GENERAL USE 25000 YOUTH FOR TOMORROW 11835 HAZEL CIRCLE DR BRISTOW VA 20136 NONE NC GENERAL USE 50000 1867000 0 14 798679 18 1105429 0 1904108 0 1904108 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12075 6038 6037 CORPORATE STOCK - CHARLES SCHWAB AT COST 14751951 45713108 MUTUAL FUNDS - CHARLES SCHWAB AT COST 571238 571238 DUES & SUBSCRIPTIONS 23568 0 23568 OTHER EXPENSES 6170 0 6170 MANAGEMENT FEES 123724 123724 0 FOREIGN TAXES 38769 38769 0 FEDERAL TAXES 20000 0 0