2025-07-03T14:07:18-05:00 2024-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990PF 2024-01-01 522284478 S & R Foundation S&RF 3019418111 1623 28th Street NW Washington DC 20007 Sachiko Kuno President 3019418111 2025-07-02 1 1 Jennica Jardine Whitfield CPA P01379267 7036422700 2024 2025-03-06 01:10:19Z X 120329486 X 37195220 9 9 9 1304801 1304801 1304801 5178 5178 5178 5178 2771910 31911826 2771910 252921 83602 83602 83602 41360720 4165500 1646511 0 0 0 0 473476 0 0 0 84781 0 0 0 38087 0 0 0 25350 12675 0 0 543644 191298 0 46563 324388 0 0 0 252495 4276 0 0 744673 0 744673 393901 0 0 0 17306 0 0 2983 368212 0 0 162211 3266313 208249 744673 211757 5017198 5017198 8283511 208249 744673 5228955 33077209 3957251 901838 312291 103250 103250 22611 22620 22620 4055 2644794 0 2597997 2644794 2644794 38548338 33403611 33403611 19688366 14242193 14242193 6021232 5619267 5619267 67833891 3540140 28290596 64293751 64293751 95485486 120329486 120329486 23646 89274 1959983 1277868 5507 10134 8770225 19670 19670 10779031 1396946 X 84706455 118932540 84706455 118932540 95485486 120329486 84706455 33077209 1148876 118932540 0 118932540 JP Morgan 8267762 8109892 157870 157870 JP Morgan 18770186 16859128 1911058 1911058 Charles Schwab 1274246 1179195 95051 95051 Charles Schwab 1531975 1417698 114277 114277 19370 Mattaponi Trail, Milford VA 22514 D 2017-09-12 2024-03-12 2050000 282446 1856449 475997 475997 Capital Gains Dividends P 17657 17657 17657 2771910 252921 55006 0 55006 0 55006 32524 0 22725 0 55249 1 242 242 0 0 0 0 0 0 0 0 0 0 0 1 1 DC MD NY VA 1 1 0 1 0 1 sandrevermay.org The Foundation 3019418111 1623 28th Street NW Washington DC 20007 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Sachiko Kuno 1623 28th St NW Washington DC 20007 President 20.00 0 0 0 Marianne F Chaconas 1623 28th St NW Washington DC 20006 Vice President 5.00 0 0 0 Douglas W Charnas 1275 Pennsylvania Ave NW Suite 420 Washington DC 20004 Secretary/Treasurer 6.00 0 0 0 Maryellen Ryan 1623 28th Street NW Washington DC 20011 Staff 40.00 91461 0 0 Rika Okayama 1623 28th Street NW Washington DC 20011 Staff 40.00 88400 0 0 Alexi F Halliburton 1623 28th Street NW Washington DC 20011 Staff 40.00 80913 0 0 Allison K Gent 1623 28th Street NW Washington DC 20011 Staff 40.00 64672 0 0 0 Occasions Caterers 655 Taylor St NE Washington DC 20017 Catering Service 104432 Bit Transformation 9224 Hidden Creek Drive Great Falls VA 22066 Computer Services 98226 Gall Estate Management Services LLC 610 Madison Street Suite 601 Alexandria VA 22314 Property Management 67589 0 Social impact programs to develop young artists and musicians. 114242 Management of grant award programs. 97514 Renovation of Evermay property. 579272 579272 58310649 598080 68790559 127699288 0 0 127699288 1915489 125783799 6289190 X 5228955 579272 5808227 X 901838 1472453 1809598 245836 4429725 766562 1251585 1538158 208961 3765266 5808227 3204429 6838314 162187 16013157 0 0 0 0 0 5808227 3204429 6838314 162187 16013157 0 0 4192793 3110973 2977325 1428435 11709526 0 0 0 0 Sachiko Kuno Dr Sachiko Kuno 1623 28th Street NW Washington DC 20007 2022986007 k.goodall@sandr.org Entry must be submitted in writing. The form is available through a link on the Foundation's website and should include: the entrant's biography and picture essay of 250-500 words detailing how the awardee would advance the mission of the Foundation; sample photograph or recording of the entrant's work; and two references from recognized authorities or professionals in the entrant's discipline. The deadline varies each year, typically in the spring. Entrants must be at least 18 years old and not enrolled or finishing work in a degree-granting program, and must not have received an advanced level of recognition for their work. 100 Reporters 1440 G Street NW 8th Floor Washington DC 20005 To fund charitable activities. 50000 Alanna M Fields 5508 7th Street NW 402 Washington DC 20011 To fund charitable activities. 15000 Angela Gladue 1226 Simms Pl NE Apt B Washington DC 20002 To fund charitable activities. 15000 Anti-Defamation League (ADL) 605 Third Avenue New York NY 10158 To fund charitable activities. 10000 Arena Stage 1101 6th Street SW Washington DC 20024 To fund charitable activities. 10000 Boys & Girls Clubs of Greater Washington 4103 Benning Rd NE Washington DC 20019 To fund charitable activities. 1355698 Carl Walker 1412 Eastern Avenue NE Washington DC 20019 To fund charitable activities. 15000 Center for American Progress 1333 H Street NW Suite 100E Washington DC 20005 To fund charitable activities. 100000 Citizens Association of Georgetown 1058 30th St NW Washington DC 20007 To fund charitable activities. 10000 Coalition for Trust in Health & Science 529 Van Buren St NW Washington DC 20012 To fund charitable activities. 50000 Denyce Graves Foundation 1050 Connecticut Ave NW Ste 500 Washington DC 20035 To fund charitable activities. 75000 Edens Community Enrichment Foundation 1221 Main St Columbia SC 29201 To fund charitable activities. 10000 Electric Infrastructure Security Council Inc 100 G Street Ste 600 Washington DC 20002 To fund charitable activities. 10000 Federal City Council 1156 15th St NW Ste 600 Washington DC 20005 To fund charitable activities. 16500 Foster America PO Box 220080 Dorchester MD 02122 To fund charitable activities. 2000 Georgetown Heritage 1000 Potomac St NW 122 Washington DC 20007 To fund charitable activities. 20000 Georgetown Main Street 1000 Potomac St NW 122 Washington DC 20007 To fund charitable activities. 6000 Global Citizens Initiative Inc 2 Sound View Dr Greemwich CT 06830 To fund charitable activities. 25000 Halcyon House 3400 Prospect St NW Washington DC 20007 To fund charitable activities. 1025000 Hardy Middle School Parent Teacher Organization Inc 1819 35th Street NW Washington DC 20007 To fund charitable activities. 20000 Holly Bass 2480 16th Street NW 115 Washington DC 20009 To fund charitable activities. 15000 Inova Health Systems Foundation - Life With Cancer 1742 N St NW Washington DC 20036 To fund charitable activities. 15000 Japan Foundation 1700 Broadway 15th Floor New York NY 10019 To fund charitable activities. 10000 Japanese Americans Care Fund 4022-B Hummer Rd Annandale VA 22003 To fund charitable activities. 10000 Kizuna Across Cultures 1050 Connecticut Ave NW 6th Floor Washington DC 20001 To fund charitable activities. 20000 LearnServe PO Box 6203 Washington DC 20015 To fund charitable activities. 25000 Marie Curie Institute - King Baudouin Foundation 551 Fifth Avenue Suite 2400 New York NY 10176 To fund charitable activities. 10000 Marthas Table 2375 Elvans Rd SS Washington DC 20020 To fund charitable activities. 50000 Mike and Maureen Mansfield Foundation 1156 15th Street NW Suite 1105 Washington DC 20005 To fund charitable activities. 30000 Mt Zion Female Union Band Historic Memorial Park 1301 K Street NW Suite 500 East Washington DC 20005 To fund charitable activities. 10000 Mt Zion United Methodist Church 1334 29th St NW Washington DC 20007 To fund charitable activities. 10000 National Cherry Blossom Festival Inc 1275 K Street NW Suite 1000 Washington DC 20005 To fund charitable activities. 20000 New Orchestra of Washington 15800 Crabbs Branch Way Suite 300 Rockville MD 20855 To fund charitable activities. 25000 Oak Hill Cemetery Foundation 3001 R Street NW Washington DC 20007 To fund charitable activities. 10000 Ryuji Ueno Foundation Inc 1623 28th Street NW Washington DC 20007 To fund charitable activities. 1050000 Smithsonian Institution 1000 Jefferson Drive SW Washington DC 20560 To fund charitable activities. 200000 Spark The Journey 609 H Street NE Apt 500 Washington DC 20002 To fund charitable activities. 25000 STABLE 336 Randolph Place NE Washington DC 20002 To fund charitable activities. 50000 The Barack Obama Foundation PO Box 779056 Chicago IL 60677 To fund charitable activities. 10000 The Ellington Fund 3500 R Street NW Washington DC 20007 To fund charitable activities. 25000 The Henry L Stimson Center 1211 Connecticut Ave NW 8th Floor Washington DC 20036 To fund charitable activities. 150000 The L'Enfant Trust 1307 New Hampshire Ave NW Suite 400 Washington DC 20036 To fund charitable activities. 10000 The Phillips Collection 1600 21st Street NW Washington DC 20009 To fund charitable activities. 25000 The VIVA School of Dance 4000 Albemarle St NW Ste 304 Washington DC 20016 To fund charitable activities. 25000 The Washington Ballet 3515 Wisconsin Avenue NW Washington DC 20016 To fund charitable activities. 10000 THIS for Diplomats 1250 H Street NW Suite 300 Washington DC 20005 To fund charitable activities. 10000 Transformer Inc 1404 P Street NW Washington DC 20005 To fund charitable activities. 30000 Tudor Place Foundation 1670 31st Street NW Washington DC 20007 To fund charitable activities. 50000 University of Michigan 500 S State Street Ann Arbor MI 48109 To fund charitable activities. 100000 US JET Program Alumni Association 2520 Massachusetts Ave Washington DC 20008 To fund charitable activities. 10000 Vital Voices 1625 Massachusetts Avenue NW 3rd Floor Washington DC 20036 To fund charitable activities. 50000 Washington Japanese Language School 4900 Strathmore Ave Garrett Park MD 20896 To fund charitable activities. 10000 Washington National Opera 6925 Willow St NW Washington DC 20012 To fund charitable activities. 75000 Young Concert Artists Inc 1776 Broadway Ste 1500 New York NY 10019 To fund charitable activities. 2000 5017198 0 14 9 14 1304801 5178 14 83602 18 2295913 475997 0 3684325 481175 4165500 5 Rental income on properties held for historic preservation. 0 0 0 0 0 0 0 0 0 0 X X 1 Evermay Georgetown LLC 1623 28th Street NW Washington DC 20007 37195220 X 1 Historic property at 1623 28th Street NW, Washington, DC 20007 37195220 2024-08-01 Accounting 25350 12675 0 0 WEBSITE 2011-09-16 28800 28800 SL 3.000000000000 0 0 0 LIGHTING 2010-03-12 5088 5088 SL 3.000000000000 0 0 0 COMPUTER FOR KATE 2013-06-13 1858 1858 SL 5.000000000000 0 0 0 COMPUTER FOR MAKI AND LEO 2013-06-13 3714 3714 SL 5.000000000000 0 0 0 LAPTOP FOR KANAKO SAEKI 2011-07-13 1772 1772 SL 5.000000000000 0 0 0 COMPUTER SHOWCASE 2012-10-13 1693 1693 SL 5.000000000000 0 0 0 MICROPHONE 2007-09-13 1336 1336 SL 5.000000000000 0 0 0 OFFICE FURNITURE 2014-06-18 84460 84460 SL 7.000000000000 0 0 0 FURNITURE FOR UPSTAIRS OFFICES 2003-06-15 12683 12683 SL 7.000000000000 0 0 0 DESK FOR KYOTO UNIVERSITY INTERNS 2015-07-22 448 448 SL 7.000000000000 0 0 0 FILLMORE BUILDING 2006-09-15 4524372 995752 SL 39.000000000000 116010 0 116010 FILLMORE_CARPET 2009-08-15 3800 1150 SL 27.500000000000 138 0 138 FILLMORE LAND 2006-09-15 12001208 L 0 0 0 TECH_COMPUTERS 2010-09-15 500 500 SL 3.000000000000 0 0 0 TECH_FURNITURE 2010-09-15 7295 7295 SL 7.000000000000 0 0 0 RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE 2001-01-17 3368 854 SL 27.500000000000 122 0 122 PROFESSIONAL SERVICES FOR JUNE 2001-01-17 21314 5425 SL 27.500000000000 775 0 775 INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 2001-01-17 5000 1274 SL 27.500000000000 182 0 182 FILLMORE PROJECT 2001-01-17 54501 13874 SL 27.500000000000 1982 0 1982 GEOTECHNICAL ENGINEERING 2001-01-17 4000 1015 SL 27.500000000000 145 0 145 BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS 2001-01-17 8956 2282 SL 27.500000000000 326 0 326 FILLMORE RENOVATION - AUGUST 2001-01-17 22558 5740 SL 27.500000000000 820 0 820 GEOTECHNICAL ENGINEERING INVESTIGATION 2001-01-17 13681 3479 SL 27.500000000000 497 0 497 LANDSCAPE DESIGN FOR FILLMORE 2001-01-17 15483 3941 SL 27.500000000000 563 0 563 LANDSCAPE DESIGN FOR FILLMORE 2001-01-17 4652 1183 SL 27.500000000000 169 0 169 SCHEMATIC DESIGN 2001-01-17 18897 4809 SL 27.500000000000 687 0 687 ARCHITECT SERVICES FOR SEPTEMBER 2001-01-17 60071 15288 SL 27.500000000000 2184 0 2184 FILLMORE PERMIT PROCESSING 2001-01-17 1363 350 SL 27.500000000000 50 0 50 LANDSCAPE ARCHITECT SERVICE 2001-01-17 17770 4522 SL 27.500000000000 646 0 646 GEOTECHNICAL ENGENEERING INVESTIGATION 2001-01-17 176 42 SL 27.500000000000 6 0 6 ARCHITECT FEES FOR OCTOBER 2001-01-17 29225 7441 SL 27.500000000000 1063 0 1063 DESIGNI DEVELOPMENT 2001-01-17 5305 1351 SL 27.500000000000 193 0 193 SERVICES AS PER NOVE 27 2016 2001-01-17 23708 6034 SL 27.500000000000 862 0 862 DESIGN DEVELOPMENT 2001-01-17 2126 539 SL 27.500000000000 77 0 77 ARCHITECT FEES FOR DECEMBER 2001-01-17 92772 23618 SL 27.500000000000 3374 0 3374 COMPUTER FOR EA 2016-02-25 1799 1799 SL 5.000000000000 0 0 0 COMPUTER FOR INCUBATOR 2016-08-21 2380 2380 SL 5.000000000000 0 0 0 COMPUTER FOR ALEX 2009-07-16 1884 1884 SL 5.000000000000 0 0 0 FRIDGE AND MICROWAVE 2016-06-13 666 666 SL 5.000000000000 0 0 0 LAPTOPS 2017-01-20 4407 4407 SL 5.000000000000 0 0 0 COMPUTER FOR MOLLY 2017-02-28 2155 2155 SL 5.000000000000 0 0 0 COMPUTER FOR NICOLE 2005-05-17 1565 1565 SL 5.000000000000 0 0 0 LAPTOP FOR DALE 2004-06-17 2093 2093 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - GLASSWARE 2002-03-17 2972 2972 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - TABLES 2002-03-17 3077 3077 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - DISHWASHER 2002-03-17 3169 3169 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - REFRIGERATOR 2002-03-17 1299 1299 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - TABLECLOTHS 2002-03-17 1249 1249 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - DISHWASHER RACKS 2002-03-17 592 592 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - MUSIC STAND 2017-04-22 256 256 SL 5.000000000000 0 0 0 INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE 2010-09-17 20878 3344 SL 39.000000000000 535 0 535 2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM 2017-10-31 20878 3299 SL 39.000000000000 535 0 535 ARCHITECT FEES FOR JANUARY 2002-02-17 58373 10354 SL 39.000000000000 1497 0 1497 DESIGN DEVELOPMENT 2017-01-15 1383 245 SL 39.000000000000 35 0 35 TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE 2017-03-16 8510 1472 SL 39.000000000000 218 0 218 DEPOSIT TO ORDER WINDOWS 2003-08-17 150000 26281 SL 39.000000000000 3846 0 3846 FILLMORE RENOVATION 2003-08-17 225000 39422 SL 39.000000000000 5769 0 5769 FILLMORE RENOVATION 2004-07-17 265563 45961 SL 39.000000000000 6809 0 6809 FILLMORE RENOVATION 2017-04-30 288409 49300 SL 39.000000000000 7395 0 7395 FILLMORE RENOVATION 2017-06-30 375430 62569 SL 39.000000000000 9626 0 9626 FILLMORE RENOVATION 2017-05-31 251078 42383 SL 39.000000000000 6438 0 6438 FILLMORE RENOVATION 2017-06-30 405555 67593 SL 39.000000000000 10399 0 10399 FILLMORE RENOVATION 2017-08-31 426403 69242 SL 39.000000000000 10933 0 10933 FILLMORE RENOVATION 2017-09-30 558848 89556 SL 39.000000000000 14329 0 14329 FILLMORE RENOVATION 2017-10-31 415110 65638 SL 39.000000000000 10644 0 10644 FILLMORE RENOVATION 2017-11-30 96842 15105 SL 39.000000000000 2483 0 2483 FOUNDATION DESIGN SUPPORT AT FILLMORE 2017-01-30 235 42 SL 39.000000000000 6 0 6 PROJECT START-UP 2017-01-31 2500 443 SL 39.000000000000 64 0 64 FILLMORE RENOVATION 2003-08-17 51355 8999 SL 39.000000000000 1317 0 1317 FILLMORE RENOVATION 2017-03-31 33807 5852 SL 39.000000000000 867 0 867 FILLMORE RENOVATION 2017-04-30 48187 8240 SL 39.000000000000 1236 0 1236 FILLMORE RENOVATION 2017-05-31 75926 12818 SL 39.000000000000 1947 0 1947 FILLMORE RENOVATION 2017-06-30 50123 8353 SL 39.000000000000 1285 0 1285 FILLMORE RENOVATION 2017-07-31 46318 7623 SL 39.000000000000 1188 0 1188 FILLMORE RENOVATION 2017-08-31 118902 19310 SL 39.000000000000 3049 0 3049 FILLMORE RENOVATION 2017-09-30 52101 8350 SL 39.000000000000 1336 0 1336 FILLMORE RENOVATION 2017-10-31 37508 5932 SL 39.000000000000 962 0 962 FILLMORE RENOVATION 2017-11-30 22367 3492 SL 39.000000000000 574 0 574 FILLMORE RENOVATION 2017-12-31 59431 9144 SL 39.000000000000 1524 0 1524 FILLMORE RENOVATION 2017-12-31 20803 3198 SL 39.000000000000 533 0 533 FILLMORE RENOVATION 2018-02-01 11167 1692 SL 39.000000000000 286 0 286 FILLMORE RENOVATION 2018-02-08 9639 1462 SL 39.000000000000 247 0 247 FILLMORE RENOVATION 2018-04-12 2512 368 SL 39.000000000000 64 0 64 FILLMORE RENOVATION 2018-04-16 13245 1926 SL 39.000000000000 340 0 340 FILLMORE RENOVATION 2018-04-16 4613 669 SL 39.000000000000 118 0 118 FILLMORE RENOVATION 2018-04-16 12169 1768 SL 39.000000000000 312 0 312 FILLMORE RENOVATION 2018-05-15 10710 1558 SL 39.000000000000 275 0 275 FILLMORE RENOVATION 2018-06-13 11950 1709 SL 39.000000000000 306 0 306 FILLMORE RENOVATION 2018-06-15 6513 932 SL 39.000000000000 167 0 167 FILLMORE RENOVATION 2018-07-15 12441 1755 SL 39.000000000000 319 0 319 FILLMORE RENOVATION 2018-07-18 873 119 SL 39.000000000000 22 0 22 FILLMORE RENOVATION 2018-08-15 13264 1842 SL 39.000000000000 340 0 340 FILLMORE RENOVATION 2018-08-16 5380 736 SL 39.000000000000 138 0 138 FILLMORE RENOVATION 2018-08-29 10502 1435 SL 39.000000000000 269 0 269 FILLMORE RENOVATION 2018-08-31 55528 7595 SL 39.000000000000 1424 0 1424 FILLMORE RENOVATION 2018-08-31 22351 3056 SL 39.000000000000 573 0 573 FILLMORE RENOVATION 2018-09-05 9735 1333 SL 39.000000000000 250 0 250 FILLMORE RENOVATION 2018-09-05 792 107 SL 39.000000000000 20 0 20 FILLMORE RENOVATION 2018-09-12 16703 2283 SL 39.000000000000 428 0 428 FILLMORE RENOVATION 2018-09-14 5941 811 SL 39.000000000000 152 0 152 FILLMORE RENOVATION 2018-09-17 53948 7261 SL 39.000000000000 1383 0 1383 FILLMORE RENOVATION 2018-09-30 7896 1061 SL 39.000000000000 202 0 202 FILLMORE RENOVATION 2018-10-02 500 68 SL 39.000000000000 13 0 13 FILLMORE RENOVATION 2018-10-03 4290 578 SL 39.000000000000 110 0 110 FILLMORE RENOVATION 2018-10-04 108396 14590 SL 39.000000000000 2779 0 2779 FILLMORE RENOVATION 2018-10-05 2352 315 SL 39.000000000000 60 0 60 FILLMORE RENOVATION 2018-10-17 1000 134 SL 39.000000000000 26 0 26 FILLMORE RENOVATION 2018-10-22 17001 2253 SL 39.000000000000 436 0 436 FILLMORE RENOVATION 2018-10-31 6273 832 SL 39.000000000000 161 0 161 FILLMORE RENOVATION 2018-11-01 8058 1069 SL 39.000000000000 207 0 207 FILLMORE RENOVATION 2018-11-08 117885 15619 SL 39.000000000000 3023 0 3023 FILLMORE RENOVATION 2018-11-08 2285 305 SL 39.000000000000 59 0 59 FILLMORE RENOVATION 2018-11-13 2168 289 SL 39.000000000000 56 0 56 FILLMORE RENOVATION 2018-11-26 3070 402 SL 39.000000000000 79 0 79 FILLMORE RENOVATION 2018-11-30 10199 1332 SL 39.000000000000 262 0 262 FILLMORE RENOVATION 2018-12-04 4965 646 SL 39.000000000000 127 0 127 FILLMORE RENOVATION 2018-12-05 4903 640 SL 39.000000000000 126 0 126 FILLMORE RENOVATION 2018-12-19 132531 16990 SL 39.000000000000 3398 0 3398 FILLMORE RENOVATION 2018-12-20 9348 1200 SL 39.000000000000 240 0 240 FILLMORE RENOVATION 2018-12-21 6966 895 SL 39.000000000000 179 0 179 Dance floor - Fillmore 2018-02-21 1705 1423 SL 7.000000000000 244 0 244 Office furniture - Fillmore 2018-05-24 1007 804 SL 7.000000000000 144 0 144 App- Hatch 2018-08-01 45000 45000 SL 3.000000000000 0 0 0 HP Elite computer 2018-09-28 1754 1754 SL 3.000000000000 0 0 0 FILLMORE RENOVATION 2019-01-31 8354 1052 SL 39.000000000000 214 0 214 FILLMORE RENOVATION 2019-02-28 8403 1040 SL 39.000000000000 215 0 215 FILLMORE RENOVATION 2019-03-31 6238 760 SL 39.000000000000 160 0 160 FILLMORE RENOVATION 2019-09-03 6270 698 SL 39.000000000000 161 0 161 FILLMORE RENOVATION 2019-03-04 2310 285 SL 39.000000000000 59 0 59 FILLMORE RENOVATION 2019-08-01 6270 711 SL 39.000000000000 161 0 161 FILLMORE RENOVATION 2019-07-01 6380 738 SL 39.000000000000 164 0 164 FILLMORE RENOVATION 2019-05-02 2970 355 SL 39.000000000000 76 0 76 FILLMORE RENOVATION 2019-06-04 6050 710 SL 39.000000000000 155 0 155 FILLMORE RENOVATION 2019-12-01 3190 335 SL 39.000000000000 82 0 82 FILLMORE RENOVATION 2019-11-01 4180 446 SL 39.000000000000 107 0 107 FILLMORE RENOVATION 2019-10-01 4180 455 SL 39.000000000000 107 0 107 FILLMORE RENOVATION 2019-02-18 17086 2117 SL 39.000000000000 438 0 438 FILLMORE RENOVATION 2019-02-28 39865 4940 SL 39.000000000000 1022 0 1022 FILLMORE RENOVATION 2019-06-27 12102 1395 SL 39.000000000000 310 0 310 FILLMORE RENOVATION 2019-08-02 44179 5004 SL 39.000000000000 1133 0 1133 FILLMORE RENOVATION 2019-08-02 72409 8202 SL 39.000000000000 1857 0 1857 FILLMORE RENOVATION 2019-10-01 13581 1479 SL 39.000000000000 348 0 348 FILLMORE RENOVATION 2019-11-07 113881 12167 SL 39.000000000000 2920 0 2920 FILLMORE RENOVATION 2019-01-10 100223 12850 SL 39.000000000000 2570 0 2570 FILLMORE RENOVATION 2019-01-18 160323 20212 SL 39.000000000000 4111 0 4111 FILLMORE RENOVATION 2019-05-02 2399 289 SL 39.000000000000 62 0 62 FILLMORE RENOVATION 2019-02-01 4785 604 SL 39.000000000000 123 0 123 Furnish 17 custom metal light fixture, Project request#4 2019-10-10 39605 24046 SL 7.000000000000 5658 0 5658 Light fixture 2019-07-10 20982 13487 SL 7.000000000000 2997 0 2997 Lighting Fixture 2019-07-19 18559 11709 SL 7.000000000000 2651 0 2651 Project 21806 2019-07-31 3887 442 SL 39.000000000000 100 0 100 Project 21806 2019-06-30 9124 1053 SL 39.000000000000 234 0 234 Project 21806 2019-09-30 2654 289 SL 39.000000000000 68 0 68 Project 21806 2019-08-31 3846 429 SL 39.000000000000 99 0 99 Project 21806 2019-07-18 16632 1882 SL 39.000000000000 426 0 426 Project 21806 2019-10-21 39643 4233 SL 39.000000000000 1016 0 1016 Project 21806 2019-05-02 30249 3621 SL 39.000000000000 776 0 776 Project 15-032D-DC 2019-01-30 2421 305 SL 39.000000000000 62 0 62 Project 15-032D-DC 2019-02-21 2873 357 SL 39.000000000000 74 0 74 Project 15-032D-DC 2019-03-18 2466 299 SL 39.000000000000 63 0 63 Project 15-032D-DC 2019-03-18 1343 162 SL 39.000000000000 34 0 34 Project 15-032D-DC 2019-05-14 1055 126 SL 39.000000000000 27 0 27 Project 15-032D-DC 2019-10-09 3035 331 SL 39.000000000000 78 0 78 Project 15-032D-DC 2019-10-24 1450 154 SL 39.000000000000 37 0 37 Hatch Technologies 2019-04-16 7500 7500 SL 3.000000000000 0 0 0 Hatch Technologies 2019-04-22 3000 3000 SL 3.000000000000 0 0 0 Fillmore Renovation 2020-01-02 3355 344 SL 39.000000000000 86 0 86 Fillmore Renovation 2020-02-04 119055 11957 SL 39.000000000000 3053 0 3053 Fillmore Renovation 2020-03-06 1925 188 SL 39.000000000000 49 0 49 Fillmore Renovation 2020-03-20 52150 5014 SL 39.000000000000 1337 0 1337 Fillmore Renovation 2020-05-04 4400 414 SL 39.000000000000 113 0 113 Fillmore Renovation 2020-05-18 3531 326 SL 39.000000000000 91 0 91 Fillmore Renovation 2020-05-27 14869 1365 SL 39.000000000000 381 0 381 Fillmore Renovation 2020-05-29 1590 147 SL 39.000000000000 41 0 41 Fillmore Renovation 2020-06-02 469 43 SL 39.000000000000 12 0 12 Fillmore Renovation 2020-06-05 1705 158 SL 39.000000000000 44 0 44 Fillmore Renovation 2020-06-19 1065 95 SL 39.000000000000 27 0 27 Fillmore Renovation 2020-07-01 35002 3140 SL 39.000000000000 897 0 897 Fillmore Renovation 2020-08-04 2063 181 SL 39.000000000000 53 0 53 Fillmore Renovation 2020-09-01 3190 273 SL 39.000000000000 82 0 82 Fillmore Renovation 2020-09-30 1432 120 SL 39.000000000000 37 0 37 Fillmore Renovation 2020-10-15 5112 426 SL 39.000000000000 131 0 131 Fillmore Renovation 2020-12-03 1100 86 SL 39.000000000000 28 0 28 Fillmore RENOVATION: tot lot 2021-11-01 20319 1129 SL 39.000000000000 521 0 521 Manufacturing new swing gate 2022-11-16 4310 170 SL 27.500000000000 157 0 157 FORM Garden Design + Landscape Architecture 2022-12-09 5719 225 SL 27.500000000000 208 0 208 Fillmore Renovation 2023-02-14 5370 126 SL 39.000000000000 138 0 138 Fillmore Renovation 2023-02-21 5470 117 SL 39.000000000000 140 0 140 1816 Jefferson Place Building 2018-07-20 2307674 463276 SL 27.500000000000 83915 0 83915 1816 Jefferson Place Land 2018-07-20 3652562 L 0 0 0 1816 Jefferson furniture 2019-08-15 1231 528 SL 7.000000000000 176 0 176 1816 Jefferson improvements-2019 2019-12-05 90049 13236 SL 27.500000000000 3275 0 3275 1816 Jefferson Place-AV Equipment-2019 2019-12-06 80440 34473 SL 7.000000000000 11491 0 11491 1816 Jefferson Place-Elevator-2019 2019-12-12 5362 1274 SL 15.000000000000 357 0 357 1816 Jefferson Place-Elevator Improvement-2020 2020-02-06 5362 1071 SL 15.000000000000 357 0 357 1816 Jefferson Place-General Contractor 2020-02-20 50621 10125 SL 15.000000000000 3375 0 3375 1816 Jefferson Security System-2020 2020-10-30 3090 1323 SL 7.000000000000 441 0 441 1816 Jefferson-Furniture 2020 2020-01-31 17534 7515 SL 7.000000000000 2505 0 2505 1816 Jefferson Furniture QWRK-2020 2020-02-29 11595 4968 SL 7.000000000000 1656 0 1656 1816 Jefferson Datawatch system 2021-12-15 3674 1531 SL 5.000000000000 735 0 735 1816 Jefferson Post Footings 2023-01-23 3400 113 SL 27.500000000000 124 0 124 Spring Grove (Building) 2017-09-12 874217 200012 SL 27.500000000000 31790 0 31790 Spring Grove Land 2017-09-12 887606 L 0 0 0 Spring Grove Furniture-2017 2017-09-12 19000 14675 SL 7.000000000000 2714 0 2714 Spring Grove Furniture-2017 2017-09-27 5558 4293 SL 7.000000000000 794 0 794 Spring Grove Clock-2018 2018-02-23 6573 2817 SL 7.000000000000 939 0 939 Spring Grove Chandelier-2018 2018-03-01 19680 8433 SL 7.000000000000 2811 0 2811 Spring Grove Chimney-2018 2018-07-03 4900 972 SL 27.500000000000 178 0 178 Spring Grove Furniture-2018 2018-11-15 9554 4095 SL 7.000000000000 1365 0 1365 Spring Grove Chimney-2019 2019-09-08 10500 1539 SL 27.500000000000 382 0 382 Spring Grove Renovation-2020 2020-10-30 8950 1791 SL 15.000000000000 597 0 597 Spring Grove Brick Installation-2020 2020-10-20 1801 360 SL 15.000000000000 120 0 120 Spring Grove Masonry Restoration 2021-08-27 5375 835 SL 15.000000000000 358 0 358 Spring Grove Masonry Restoration 2021-10-18 2735 394 SL 15.000000000000 182 0 182 Collections 2022-03-01 11772 NC 0.000000000000 0 0 0 Collections 2023-07-12 13180 NC 0.000000000000 0 0 0 Copper Roof & Repairs 2022-04-22 8994 385 SL 39.000000000000 231 0 231 Post and concrete slab 2022-12-15 5500 217 SL 27.500000000000 200 0 200 Bathroom curtains and flammable storage cabinet - Fillmore 2024-03-05 2428 SL 7.000000000000 289 0 289 Laptop 2024-02-05 1887 SL 5.000000000000 346 0 346 Monitors 2024-03-05 427 SL 5.000000000000 71 0 71 Printers 2024-04-01 169 SL 5.000000000000 25 0 25 Monitor and other peripherals 2024-05-06 1107 SL 5.000000000000 148 0 148 Chair for 3rd Floor 2024-06-03 1148 SL 7.000000000000 96 0 96 Foundation HQ - Purchase of small piece of art 2024-07-19 200 NC 0.000000000000 0 0 0 Evermay - land 2024-08-01 10568127 L 0 0 0 Evermay - building 2024-08-01 27167066 SL 39.000000000000 290246 0 290246 Evermay - improvements 2024-08-01 25937 SL 39.000000000000 277 0 277 Evermay - expansion 2024-08-01 553335 SL 39.000000000000 5912 0 5912 Ownership of controlled entities 990-PF, Page 5, Part VI-A, Line 11 1816 Jefferson Place, LLC84-45089791623 28th St NWWashington, DC 2000719370 Spring Grove, LLC52-22844781623 28th St NWWashington, DC 20007S&R Evermay52-22844781623 28th St NWWashington, DC 20007 Corporate Bonds 14242193 14242193 Corporate Stock 33403611 33403611 Cash and sweep funds FMV 969106 969106 Alternative Assets FMV 2798148 2798148 Misfit Foods FMV 160333 160333 Hatch Technologies FMV 115649 115649 Localized, Inc. FMV 106847 106847 MiCAN Technology FMV 46128 46128 Artlogue Inc FMV 46473 46473 Solstice Initiative Inc FMV 250000 250000 Saka No Tochu FMV 466437 466437 Sustain VC Impact Fund FMV 660146 660146 WEBSITE 28800 28800 0 0 LIGHTING 5088 5088 0 0 COMPUTER FOR KATE 1858 1858 0 0 COMPUTER FOR MAKI AND LEO 3714 3714 0 0 LAPTOP FOR KANAKO SAEKI 1772 1772 0 0 COMPUTER SHOWCASE 1693 1693 0 0 MICROPHONE 1336 1336 0 0 OFFICE FURNITURE 84460 84460 0 0 FURNITURE FOR UPSTAIRS OFFICES 12683 12683 0 0 DESK FOR KYOTO UNIVERSITY INTERNS 448 448 0 0 FILLMORE BUILDING 4524372 1111762 3412610 3412610 FILLMORE_CARPET 3800 1288 2512 2512 FILLMORE LAND 12001208 0 12001208 12001208 TECH_COMPUTERS 500 500 0 0 TECH_FURNITURE 7295 7295 0 0 RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE 3368 976 2392 2392 PROFESSIONAL SERVICES FOR JUNE 21314 6200 15114 15114 INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 5000 1456 3544 3544 FILLMORE PROJECT 54501 15856 38645 38645 GEOTECHNICAL ENGINEERING 4000 1160 2840 2840 BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS 8956 2608 6348 6348 FILLMORE RENOVATION - AUGUST 22558 6560 15998 15998 GEOTECHNICAL ENGINEERING INVESTIGATION 13681 3976 9705 9705 LANDSCAPE DESIGN FOR FILLMORE 15483 4504 10979 10979 LANDSCAPE DESIGN FOR FILLMORE 4652 1352 3300 3300 SCHEMATIC DESIGN 18897 5496 13401 13401 ARCHITECT SERVICES FOR SEPTEMBER 60071 17472 42599 42599 FILLMORE PERMIT PROCESSING 1363 400 963 963 LANDSCAPE ARCHITECT SERVICE 17770 5168 12602 12602 GEOTECHNICAL ENGENEERING INVESTIGATION 176 48 128 128 ARCHITECT FEES FOR OCTOBER 29225 8504 20721 20721 DESIGNI DEVELOPMENT 5305 1544 3761 3761 SERVICES AS PER NOVE 27 2016 23708 6896 16812 16812 DESIGN DEVELOPMENT 2126 616 1510 1510 ARCHITECT FEES FOR DECEMBER 92772 26992 65780 65780 COMPUTER FOR EA 1799 1799 0 0 COMPUTER FOR INCUBATOR 2380 2380 0 0 COMPUTER FOR ALEX 1884 1884 0 0 FRIDGE AND MICROWAVE 666 666 0 0 LAPTOPS 4407 4407 0 0 COMPUTER FOR MOLLY 2155 2155 0 0 COMPUTER FOR NICOLE 1565 1565 0 0 LAPTOP FOR DALE 2093 2093 0 0 EVENT EQUIPMENT - GLASSWARE 2972 2972 0 0 EVENT EQUIPMENT - TABLES 3077 3077 0 0 EVENT EQUIPMENT - DISHWASHER 3169 3169 0 0 EVENT EQUIPMENT - REFRIGERATOR 1299 1299 0 0 EVENT EQUIPMENT - TABLECLOTHS 1249 1249 0 0 EVENT EQUIPMENT - DISHWASHER RACKS 592 592 0 0 EVENT EQUIPMENT - MUSIC STAND 256 256 0 0 INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE 20878 3879 16999 16999 2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM 20878 3834 17044 17044 ARCHITECT FEES FOR JANUARY 58373 11851 46522 46522 DESIGN DEVELOPMENT 1383 280 1103 1103 TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE 8510 1690 6820 6820 DEPOSIT TO ORDER WINDOWS 150000 30127 119873 119873 FILLMORE RENOVATION 225000 45191 179809 179809 FILLMORE RENOVATION 265563 52770 212793 212793 FILLMORE RENOVATION 288409 56695 231714 231714 FILLMORE RENOVATION 375430 72195 303235 303235 FILLMORE RENOVATION 251078 48821 202257 202257 FILLMORE RENOVATION 405555 77992 327563 327563 FILLMORE RENOVATION 426403 80175 346228 346228 FILLMORE RENOVATION 558848 103885 454963 454963 FILLMORE RENOVATION 415110 76282 338828 338828 FILLMORE RENOVATION 96842 17588 79254 79254 FOUNDATION DESIGN SUPPORT AT FILLMORE 235 48 187 187 PROJECT START-UP 2500 507 1993 1993 FILLMORE RENOVATION 51355 10316 41039 41039 FILLMORE RENOVATION 33807 6719 27088 27088 FILLMORE RENOVATION 48187 9476 38711 38711 FILLMORE RENOVATION 75926 14765 61161 61161 FILLMORE RENOVATION 50123 9638 40485 40485 FILLMORE RENOVATION 46318 8811 37507 37507 FILLMORE RENOVATION 118902 22359 96543 96543 FILLMORE RENOVATION 52101 9686 42415 42415 FILLMORE RENOVATION 37508 6894 30614 30614 FILLMORE RENOVATION 22367 4066 18301 18301 FILLMORE RENOVATION 59431 10668 48763 48763 FILLMORE RENOVATION 20803 3731 17072 17072 FILLMORE RENOVATION 11167 1978 9189 9189 FILLMORE RENOVATION 9639 1709 7930 7930 FILLMORE RENOVATION 2512 432 2080 2080 FILLMORE RENOVATION 13245 2266 10979 10979 FILLMORE RENOVATION 4613 787 3826 3826 FILLMORE RENOVATION 12169 2080 10089 10089 FILLMORE RENOVATION 10710 1833 8877 8877 FILLMORE RENOVATION 11950 2015 9935 9935 FILLMORE RENOVATION 6513 1099 5414 5414 FILLMORE RENOVATION 12441 2074 10367 10367 FILLMORE RENOVATION 873 141 732 732 FILLMORE RENOVATION 13264 2182 11082 11082 FILLMORE RENOVATION 5380 874 4506 4506 FILLMORE RENOVATION 10502 1704 8798 8798 FILLMORE RENOVATION 55528 9019 46509 46509 FILLMORE RENOVATION 22351 3629 18722 18722 FILLMORE RENOVATION 9735 1583 8152 8152 FILLMORE RENOVATION 792 127 665 665 FILLMORE RENOVATION 16703 2711 13992 13992 FILLMORE RENOVATION 5941 963 4978 4978 FILLMORE RENOVATION 53948 8644 45304 45304 FILLMORE RENOVATION 7896 1263 6633 6633 FILLMORE RENOVATION 500 81 419 419 FILLMORE RENOVATION 4290 688 3602 3602 FILLMORE RENOVATION 108396 17369 91027 91027 FILLMORE RENOVATION 2352 375 1977 1977 FILLMORE RENOVATION 1000 160 840 840 FILLMORE RENOVATION 17001 2689 14312 14312 FILLMORE RENOVATION 6273 993 5280 5280 FILLMORE RENOVATION 8058 1276 6782 6782 FILLMORE RENOVATION 117885 18642 99243 99243 FILLMORE RENOVATION 2285 364 1921 1921 FILLMORE RENOVATION 2168 345 1823 1823 FILLMORE RENOVATION 3070 481 2589 2589 FILLMORE RENOVATION 10199 1594 8605 8605 FILLMORE RENOVATION 4965 773 4192 4192 FILLMORE RENOVATION 4903 766 4137 4137 FILLMORE RENOVATION 132531 20388 112143 112143 FILLMORE RENOVATION 9348 1440 7908 7908 FILLMORE RENOVATION 6966 1074 5892 5892 Dance floor - Fillmore 1705 1667 38 38 Office furniture - Fillmore 1007 948 59 59 App- Hatch 45000 45000 0 0 HP Elite computer 1754 1754 0 0 FILLMORE RENOVATION 8354 1266 7088 7088 FILLMORE RENOVATION 8403 1255 7148 7148 FILLMORE RENOVATION 6238 920 5318 5318 FILLMORE RENOVATION 6270 859 5411 5411 FILLMORE RENOVATION 2310 344 1966 1966 FILLMORE RENOVATION 6270 872 5398 5398 FILLMORE RENOVATION 6380 902 5478 5478 FILLMORE RENOVATION 2970 431 2539 2539 FILLMORE RENOVATION 6050 865 5185 5185 FILLMORE RENOVATION 3190 417 2773 2773 FILLMORE RENOVATION 4180 553 3627 3627 FILLMORE RENOVATION 4180 562 3618 3618 FILLMORE RENOVATION 17086 2555 14531 14531 FILLMORE RENOVATION 39865 5962 33903 33903 FILLMORE RENOVATION 12102 1705 10397 10397 FILLMORE RENOVATION 44179 6137 38042 38042 FILLMORE RENOVATION 72409 10059 62350 62350 FILLMORE RENOVATION 13581 1827 11754 11754 FILLMORE RENOVATION 113881 15087 98794 98794 FILLMORE RENOVATION 100223 15420 84803 84803 FILLMORE RENOVATION 160323 24323 136000 136000 FILLMORE RENOVATION 2399 351 2048 2048 FILLMORE RENOVATION 4785 727 4058 4058 Furnish 17 custom metal light fixture, Project request#4 39605 29704 9901 9901 Light fixture 20982 16484 4498 4498 Lighting Fixture 18559 14360 4199 4199 Project 21806 3887 542 3345 3345 Project 21806 9124 1287 7837 7837 Project 21806 2654 357 2297 2297 Project 21806 3846 528 3318 3318 Project 21806 16632 2308 14324 14324 Project 21806 39643 5249 34394 34394 Project 21806 30249 4397 25852 25852 Project 15-032D-DC 2421 367 2054 2054 Project 15-032D-DC 2873 431 2442 2442 Project 15-032D-DC 2466 362 2104 2104 Project 15-032D-DC 1343 196 1147 1147 Project 15-032D-DC 1055 153 902 902 Project 15-032D-DC 3035 409 2626 2626 Project 15-032D-DC 1450 191 1259 1259 Hatch Technologies 7500 7500 0 0 Hatch Technologies 3000 3000 0 0 Fillmore Renovation 3355 430 2925 2925 Fillmore Renovation 119055 15010 104045 104045 Fillmore Renovation 1925 237 1688 1688 Fillmore Renovation 52150 6351 45799 45799 Fillmore Renovation 4400 527 3873 3873 Fillmore Renovation 3531 417 3114 3114 Fillmore Renovation 14869 1746 13123 13123 Fillmore Renovation 1590 188 1402 1402 Fillmore Renovation 469 55 414 414 Fillmore Renovation 1705 202 1503 1503 Fillmore Renovation 1065 122 943 943 Fillmore Renovation 35002 4037 30965 30965 Fillmore Renovation 2063 234 1829 1829 Fillmore Renovation 3190 355 2835 2835 Fillmore Renovation 1432 157 1275 1275 Fillmore Renovation 5112 557 4555 4555 Fillmore Renovation 1100 114 986 986 Fillmore RENOVATION: tot lot 20319 1650 18669 18669 Manufacturing new swing gate 4310 327 3983 3983 FORM Garden Design + Landscape Architecture 5719 433 5286 5286 Fillmore Renovation 5370 264 5106 5106 Fillmore Renovation 5470 257 5213 5213 1816 Jefferson Place Building 2307674 547191 1760483 1760483 1816 Jefferson Place Land 3652562 0 3652562 3652562 1816 Jefferson furniture 1231 704 527 527 1816 Jefferson improvements-2019 90049 16511 73538 73538 1816 Jefferson Place-AV Equipment-2019 80440 45964 34476 34476 1816 Jefferson Place-Elevator-2019 5362 1631 3731 3731 1816 Jefferson Place-Elevator Improvement-2020 5362 1428 3934 3934 1816 Jefferson Place-General Contractor 50621 13500 37121 37121 1816 Jefferson Security System-2020 3090 1764 1326 1326 1816 Jefferson-Furniture 2020 17534 10020 7514 7514 1816 Jefferson Furniture QWRK-2020 11595 6624 4971 4971 1816 Jefferson Datawatch system 3674 2266 1408 1408 1816 Jefferson Post Footings 3400 237 3163 3163 Collections 11772 0 11772 11772 Collections 13180 0 13180 13180 Copper Roof & Repairs 8994 616 8378 8378 Post and concrete slab 5500 417 5083 5083 Bathroom curtains and flammable storage cabinet - Fillmore 2428 289 2139 2139 Laptop 1887 346 1541 1541 Monitors 427 71 356 356 Printers 169 25 144 144 Monitor and other peripherals 1107 148 959 959 Chair for 3rd Floor 1148 96 1052 1052 Foundation HQ - Purchase of small piece of art 200 0 200 200 Evermay - land 10568127 0 10568127 10568127 Evermay - building 27167066 290246 26876820 26876820 Evermay - improvements 25937 277 25660 25660 Evermay - expansion 553335 5912 547423 547423 Legal 38087 0 0 0 Bank fees 8357 0 0 0 Events 192945 0 0 155686 Insurance 78495 0 0 0 Licenses and fees 17448 0 0 0 Office expenses 32117 0 0 0 Website & IT costs 31770 0 0 0 Advertising 4155 0 0 4030 Music and Instruments 1360 0 0 930 Gifts and Contributions 1565 0 0 1565 Interest on note receivable 70292 70292 70292 Investment distributions 43548 43548 43548 Passthrough income -30238 -30238 -30238 Unrealized gain on investments 1148876 Security Deposit 19670 19670 Consulting 352346 0 0 46563 Investment fees 191298 191298 0 0 Property Tax 219706 0 0 0 Federal Excise Tax 28513 0 0 0 Foreign Tax Withheld 4276 4276 0 0