2026-05-12T10:50:52-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 8270 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 990PF 2025-01-01 522204367 THE HANLEY FOUNDATION HANL 2027505530 4432 KLINGLE STREET NW WASHINGTON DC 20016 MICHAEL HANLEY PRESIDENT 2027505530 2026-05-08 1 JAIME LAWSON P01327130 7039238300 2026-05-08 2025 2025-03-06 01:10:19Z X 8194284 X 595386 189017 189017 623827 1360857 623827 1408230 812844 0 0 0 6800 3400 3400 20309 7398 0 4824 4725 99 31933 15523 3499 848500 848500 880433 15523 851999 527797 797321 21582 108471 108471 4928470 4493352 6558957 1348179 1646339 1526856 6298231 6248162 8194284 0 0 X 0 0 0 0 6298231 6248162 6298231 6248162 6298231 6248162 6298231 527797 0 6826028 577866 6248162 PUBLICLY TRADED SECURITIES 1200084 737030 463054 463054 CAPITAL GAINS DIVIDENDS P 160773 160773 160773 623827 11083 0 11083 0 11083 9600 0 0 0 9600 0 1483 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A ELLEN MCMACKIN 2027505530 4301 FOX HAVEN LANE ALEXANDRIA VA 22304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL J HANLEY 4432 KLINGLE STREET NW WASHINGTON DC 20016 PRESIDENT 0.00 0 0 0 KATHRYN J HANLEY 4432 KLINGLE STREET NW WASHINGTON DC 20016 VICE PRESIDENT 0.00 0 0 0 ELLEN MCMACKIN 4301 FOX HAVEN LANE ALEXANDRIA VA 22304 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 7214420 415510 0 7629930 0 0 7629930 114449 7515481 375774 375774 11083 11083 364691 0 364691 0 364691 851999 0 851999 364691 0 0 113695 206311 276746 330277 574573 1501602 851999 0 0 0 364691 487308 0 0 1988910 0 0 0 0 0 0 113695 1875215 206311 276746 330277 574573 487308 MICHAEL J HANLEY KATHRYN J HANLEY X 48 HILLS 176 WINFIELD SAN FRANCISCO CA 34110 PC TO FULFILL THE CHARITABLE PURPOSE 5000 ASYLUM WORKS 1718 CONNECTICUT AVENUE NW WASHINGTON DC 20009 PC TO FULFILL THE CHARITABLE PURPOSE 40000 BOLINAS COMMUNITY LAND TRUST PO BOX 805 BOLINAS CA 94924 PC TO FULFILL THE CHARITABLE PURPOSE 4500 BOYS AND GIRLS CLUB OF GREATER WASHINGTON 4103 BENNING ROAD NE WASHINGTON DC 20019 PC TO FULFILL THE CHARITABLE PURPOSE 150000 BRUNSWICK SCHOOL 100 MAHER AVENUE GREENWICH CT 06830 PC TO FULFILL THE CHARITABLE PURPOSE 3000 CAMAS FOUNDATION PO BOX 299 USK WA 99180 PC TO FULFILL THE CHARITABLE PURPOSE 5000 CHILDREN OF UGANDA PO BOX 659 CHARLES TOWN WV 25414 PC TO FULFILL THE CHARITABLE PURPOSE 15000 CHRIST HOUSE 1717 COLUMBIA ROAD NW WASHINGTON DC 20009 PC TO FULFILL THE CHARITABLE PURPOSE 5000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 PC TO FULFILL THE CHARITABLE PURPOSE 4000 DUMBARTON ARTS AND EDUCATION 3133 DUMBARTON STREET NW WASHINGTON DC 20007 PC TO FULFILL THE CHARITABLE PURPOSE 10000 FRIENDSHIP PLACE 4713 WISCONSIN AVENUE NW WASHINGTON DC 20016 PC TO FULFILL THE CHARITABLE PURPOSE 65000 GREENWICH BOTANICAL CENTER 130 BIBLE STREET PO BOX 1600 COS COB CT 06807 PC TO FULFILL THE CHARITABLE PURPOSE 3000 HAWAII LAND TRUST 126 QUEEN STREET SUITE 306 HONOLULU HI 96813 PC TO FULFILL THE CHARITABLE PURPOSE 3500 ISSA TRUST FOUNDATION 7900 NOVA DRIVE SUITE 101 DAVIE FL 33324 PC TO FULFILL THE CHARITABLE PURPOSE 6000 KIDS IN CRISIS 1 SALEM STREET COS COB CT 06807 PC TO FULFILL THE CHARITABLE PURPOSE 4000 MARTHA'S TABLE 2375 ELVANS ROAD SE WASHINGTON DC 20020 PC TO FULFILL THE CHARITABLE PURPOSE 25000 MISSION LOCAL 2489 MISSION STREET 22 SAN FRANCISCO CA 94110 PC TO FULFILL THE CHARITABLE PURPOSE 5000 MUTTVILLE PO BOX 410207 SAN FRANCISCO CA 94141 PC TO FULFILL THE CHARITABLE PURPOSE 5000 NATURE CONSERVANCY HAWAII 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 PC TO FULFILL THE CHARITABLE PURPOSE 3250 NEGOTIATION WORKS 4532 RENO ROAD NW WASHINGTON DC 20008 PC TO FULFILL THE CHARITABLE PURPOSE 7500 OCEANA 1025 CONNECTICUT AVENUE NW SUITE 200 WASHINGTON DC 20036 PC TO FULFILL THE CHARITABLE PURPOSE 3250 POINT REYES NATIONAL SEASHORE ASSOCIATION 1 BEAR VALLEY ROAD BUILDING 70 POINT REYES STATION CA 94956 PC TO FULFILL THE CHARITABLE PURPOSE 3000 ROOTS AND BRANCHES CONSERVANCY 331 CARRERA DRIVE MILL VALLEY CA 94941 PC TO FULFILL THE CHARITABLE PURPOSE 2500 SMITHSONIAN INSTITUTION-NMAH PO BOX 418320 BOSTON MA 02241 PC TO FULFILL THE CHARITABLE PURPOSE 100000 SPARK THE JOURNEY 609 H STREET NE SUITE 500 WASHINGTON DC 20002 PC TO FULFILL THE CHARITABLE PURPOSE 100000 WASHINGTON LAWYERS' COMMITTEE 700 14TH STREET NW SUITE 400 WASHINGTON DC 20005 PC TO FULFILL THE CHARITABLE PURPOSE 35000 WENDT CENTER FOR LOSSHEALING 4201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20008 PC TO FULFILL THE CHARITABLE PURPOSE 236000 848500 0 14 189017 18 623827 0 812844 0 812844 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL HANLEY 4432 KLINGLE STREET NW WASHINGTON DC 20016 297693 X X 2 KATHRYN HANLEY 4432 KLINGLE STREET NW WASHINGTON DC 20016 297693 X X 1 309.050 SHS ALPHABET INC 36777 2025-12-15 1 276.440 SHS APPLE INC 24740 2025-12-15 1 224.915 SHS AMAZON COM INC 5286 2025-12-15 1 130.330 SHS AMPHENOL CORP NEW 11598 2025-12-15 1 676.605 SHS APPLOVIN CORP 4398 2025-12-15 1 382.780 SHS AMERICAN EXPRESS CO 3828 2025-12-15 1 5419.120 SHS BOOKING HOLDINGS INC 5419 2025-12-15 1 88.995 SHS CROWN CASTLE INC 8010 2025-12-15 1 322.545 SHS CADENCE DESIGN SYSTEM INC 6773 2025-12-15 1 78.175 SHS CF INDS HLDGS INC 195 2025-12-15 1 275.9675 SHS THE CIGNA GROUP 1242 2025-12-15 1 348.550 SHS CENCORA INC. 12722 2025-12-15 1 131.360 SHS DOLLAR TREE INC 1379 2025-12-15 1 1048.770 SHS ELI LILLY AND CO 3146 2025-12-15 1 662.3575 SHS INTUIT INC 662 2025-12-15 1 554.050 SHS INTUITIVE SURGICAL INC 8311 2025-12-15 1 320.650 SHS JPMORGAN CHASE & CO. 2886 2025-12-15 1 29.115 SHS KEURIG DR PEPPER INC 1165 2025-12-15 1 1235.480 SHS KLA CORP 21621 2025-12-15 1 164.510 SHS LAM RESEARCH CORP 14230 2025-12-15 1 570.210 SHS MASTERCARD INCORPORATED 19102 2025-12-15 1 488.100 SHS MOODYS CORP 4149 2025-12-15 1 184.800 SHS MARATHON PETE CORP 3881 2025-12-15 1 476.525 SHS MICROSOFT CORP 5480 2025-12-15 1 243.055 SHS MICRON TECHNOLOGY INC 4375 2025-12-15 1 94.9525 SHS NETFLIX INC 6694 2025-12-15 1 161.175 SHS NRG ENERGY INC 8865 2025-12-15 1 176.725 SHS NVIDIA CORP 13961 2025-12-15 1 73.105 SHS ONEOK INC NEW 8042 2025-12-15 1 184.615 SHS ORACLE CORP 2031 2025-12-15 1 94.485 SHS OREILLY AUTOMOTIVE INC 9449 2025-12-15 1 437.325 SHS QUANTA SVCS INC 1968 2025-12-15 1 403.935 SHS ROCKWELL AUTOMATION INC 3030 2025-12-15 1 183.240 SHS ROSS STORES INC 2474 2025-12-15 1 156.6325 SHS TJX COS INC NEW 15507 2025-12-15 1 571.020 SHS THERMO FISHER SCIENTIFIC INC 5710 2025-12-15 1 474.730 SHS TESLA INC 4510 2025-12-15 1 452.990 SHS VERTEX PHARMACEUTICALS INC 4077 2025-12-15 2 309.050 SHS ALPHABET INC 36777 2025-12-15 2 276.440 SHS APPLE INC 24740 2025-12-15 2 224.915 SHS AMAZON COM INC 5286 2025-12-15 2 130.330 SHS AMPHENOL CORP NEW 11598 2025-12-15 2 676.605 SHS APPLOVIN CORP 4398 2025-12-15 2 382.780 SHS AMERICAN EXPRESS CO 3828 2025-12-15 2 5419.120 SHS BOOKING HOLDINGS INC 5419 2025-12-15 2 88.995 SHS CROWN CASTLE INC 8010 2025-12-15 2 322.545 SHS CADENCE DESIGN SYSTEM INC 6773 2025-12-15 2 78.175 SHS CF INDS HLDGS INC 195 2025-12-15 2 275.9675 SHS THE CIGNA GROUP 1242 2025-12-15 2 348.550 SHS CENCORA INC. 12722 2025-12-15 2 131.360 SHS DOLLAR TREE INC 1379 2025-12-15 2 1048.770 SHS ELI LILLY AND CO 3146 2025-12-15 2 662.3575 SHS INTUIT INC 662 2025-12-15 2 554.050 SHS INTUITIVE SURGICAL INC 8311 2025-12-15 2 320.650 SHS JPMORGAN CHASE & CO. 2886 2025-12-15 2 29.115 SHS KEURIG DR PEPPER INC 1165 2025-12-15 2 1235.480 SHS KLA CORP 21621 2025-12-15 2 164.510 SHS LAM RESEARCH CORP 14230 2025-12-15 2 570.210 SHS MASTERCARD INCORPORATED 19102 2025-12-15 2 488.100 SHS MOODYS CORP 4149 2025-12-15 2 184.800 SHS MARATHON PETE CORP 3881 2025-12-15 2 476.525 SHS MICROSOFT CORP 5480 2025-12-15 2 243.055 SHS MICRON TECHNOLOGY INC 4375 2025-12-15 2 94.9525 SHS NETFLIX INC 6694 2025-12-15 2 161.175 SHS NRG ENERGY INC 8865 2025-12-15 2 176.725 SHS NVIDIA CORP 13961 2025-12-15 2 73.105 SHS ONEOK INC NEW 8042 2025-12-15 2 184.615 SHS ORACLE CORP 2031 2025-12-15 2 94.485 SHS OREILLY AUTOMOTIVE INC 9449 2025-12-15 2 437.325 SHS QUANTA SVCS INC 1968 2025-12-15 2 403.935 SHS ROCKWELL AUTOMATION INC 3030 2025-12-15 2 183.240 SHS ROSS STORES INC 2474 2025-12-15 2 156.6325 SHS TJX COS INC NEW 15507 2025-12-15 2 571.020 SHS THERMO FISHER SCIENTIFIC INC 5710 2025-12-15 2 474.730 SHS TESLA INC 4510 2025-12-15 2 452.990 SHS VERTEX PHARMACEUTICALS INC 4077 2025-12-15 ACCOUNTING 6800 3400 3400 VANGUARD TOTAL BOND MARKET INDEX FUND 1383353 1263870 CRA 262986 262986 VANGUARD INDEX TRUST 500 PORTF 363942 643523 LONGLEAF PARTNERS FED 1035412 936537 TOUCHSTONE SANDS CAPITAL 747309 1035814 VANGUARD DEVELOPED MKT INDEX 888979 1211530 TWEEDY BROWNE FD INC GLOBAL 877227 988957 VANGUARD EMERGING MARKETS STOCK 474266 590818 ALPHABET, INC. 5985 84726 APPLE INC. 24834 85092 APPLOVIN CORP COM CL A 1290 51210 BANK OF AMERICA CORPORATION 4586 31460 BOOKING HOLDINGS INC. 645 32132 COSTCO WHSL CORP NEW 1922 33631 DOLLAR GEN CORP NEW COM 174 2583 META PLATFORMS INC 7913 22443 INTUIT 696 17885 ELI LILLY & CO 10989 33315 MICROSOFT CORPORATION 17504 37722 MODERNA INC COM 1121 2477 MORGAN STANLEY 3093 40654 MOTOROLA SOLUTIONS INC. 1401 21466 NVIDIA CORP 56 62478 O'REILLY AUTOMOTIVE INC. 1524 59287 TEXAS INSTRUMENTS INC. 1988 20992 UNION PAC CORP 2824 34235 VISA INC-CLASS A SHRS 2086 41384 WHITE MTNS INS GROUP LTD 2120 20780 AMAZON.COM INC 71 10849 AMERICAN EXPRESS COMPANY 254 7399 AMERISOURCEBERGEN CORP 1312 24656 AMPHENOL CORP NEW CL A 600 24055 CF INDUSTRIES HOLDINGS INC 47 387 CIGNA CORPORATION 139 2477 CADENCE DESIGN SYS INC 251 13128 CAPITAL ONE FINANCIAL CORPORATION 743 31264 CROWN CASTLE INTL CORP NEW 961 15997 INTUITIVE SURGICAL INC 335 16991 JP MORGAN CHASE & CO 688 5800 K L A - TENCOR CORP 668 42528 KEURIG DR PEPPER INC 1 2241 LAM RESEARCH CORPORATION 383 29614 MARATHON PETROLEUM CORP 506 6830 MASTERCARD INC 1095 38249 MICRON TECHNOLOGY INC 132 10275 MOODYS CORP 329 8684 NRG ENERGY INC COM NEW 1146 17516 NETFLIX COM INC 390 13220 ONEOK INC 1 16170 ORACLE CORP 273 4288 QUANTA SVCS INC 304 3799 ROCKWELL AUTOMATION INC 347 5836 ROSS STORES INC 201 4864 T J X COMPANIES INC 1127 30415 TESLA MOTORS INC 70 8545 THERMO FISHER SCIENTIFIC INC 634 11589 VERTEX PHARMACEUTICALS INC 458 8160 EXCESS FMV OVER COST BASIS OF DONATED SECURITIES 577866 INVESTMENT FEES 4626 4626 0 OFFICE EXPENSES 198 99 99 FOREIGN TAX 7398 7398 0 EXCISE TAX 12911 0 0