2024-05-10T11:54:10-05:00 2023-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 3877 FAIRFAX RIDGE ROAD SUITE 200N FAIRFAX VA 22030 990PF 2023-01-01 812266520 THE HARVEY S LOWE JR AND SUSAN HITCHCOCK-LOWE FOUNDATION HARV 7035917200 PO BOX 545 FAIRFAX VA 22038 PAUL M GURMAN TREASURER 7035917200 2024-05-10 1 PAUL GURMAN 999009999 0 DANIEL A LARSON P01293368 7035917200 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6863891 X X 10441 10441 276880 266247 65229 1320373 65229 352550 341917 25000 0 0 6844 0 6844 65005 65005 0 6106 0 4743 4840 0 4840 107795 65005 16427 395000 395000 502795 65005 411427 -150245 276912 1015689 54102 54102 200107 149934 149934 3074270 2747629 2747629 2255314 3912226 3912226 6545380 6863891 6863891 0 0 X 6545380 6863891 6545380 6863891 6545380 6863891 6545380 -150245 468756 6863891 0 6863891 WELLS FARGO ST COVERED#2058 2023-01-01 2023-03-21 63133 66874 -3741 -3741 WELLS FARGO LT COVERED#2058 2020-01-01 2023-12-31 1144937 1188270 -43333 -43333 CAPITAL GAINS DIVIDENDS P 112303 112303 112303 65229 3849 0 3849 0 3849 4680 0 0 0 4680 19 812 812 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A PAUL M GURMAN 7035917200 PO BOX 545 FAIRFAX VA 22038 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN G JACKSON 301 PARK AVENUE FALLS CHURCH VA 22046 PRESIDENT 1.00 10000 0 0 PAUL M GURMAN PO BOX 545 FAIRFAX VA 22038 TREASURER/SECRE 1.50 15000 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES GRANTS TO OTHER CHARITABLE ORGANIZATIONS THAT QUALIFY UNDER SECTION 501(C)(3). 411427 0 6193883 607697 0 6801580 0 0 6801580 102024 6699556 334978 334978 3849 3849 331129 0 331129 0 331129 411427 0 411427 331129 340370 0 0 411427 340370 0 0 71057 0 0 0 0 0 0 0 0 260072 0 0 0 JOHN G JACKSON PAUL M GURMAN PAUL M GURMAN PO BOX 545 FAIRFAX VA 22038 7035917200 WRITTEN REQUEST NONE FUNDS SHOULD BE USED TO PROMOTE EDUCATION OR BENEFIT CHILDREN. A SIMPLE HOUSE PO BOX 10316 WASHINGTON DC 20020 NONE PC SERVE THE INNER-CITY POOR AND HOMELESS THROUGH FRIENDSHIP EVANGELIZATION 5000 ASHOKA 1700 N MOORE ST SUITE 2000 ARLINGTON VA 22209 NONE PC TO PROMOTE CHANGE FOR THE GOOD OF SOCIETY. 10000 DOCTORS WITHOUT BORDERS USA 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC PROVIDE MEDICAL AND SURGICAL SERVICES TO THOSE IN NEED 10000 DOORWAYS FOR WOMEN AND FAMILIES 3179 WILSON BLVD ARLINGTON VA 22201 NONE PC TO PROMOTE SAFE AND STABLE HOUSING 15000 ECUMENICAL COMMUNITY HELPING OTHERS 6400 NATIVITY LANE BURKE VA 22015 NONE PC TO PROVIDE FOOD AND SUPPLIES TO CHILDREN 10000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PC TO PROVIDE LEGAL SERVICES 15000 FIVE TALENTS 2789 HARTLAND RD FALLS CHURCH VA 22043 NONE PC HELPS THE POOR SAVE, INVEST, AND DEVELOP SMALL BUSINESSES. 10000 FLIP FLOP FRIENDS 16851 PARK HUNT COURT LEESBURG VA 20176 NONE PC PROVIDE CLOTHING AND SUPPLIES TO THOSE IN NEED 30000 FOOD FOR OTHERS 2938 PROPSPERITY AVENUE FAIRFAX VA 22031 NONE PC TO PROVIDE FOOD TO CHILDREN FROM LOW OR NO INCOME FAMILIES 10000 GONZAGA COLLEGE HIGH SCHOOL 19 I ST NW WASHINGTON DC 20001 NONE PC YOUTH EDUCATIONAL PROGRAMS 50000 GREATER DC DIAPER 1532 A STREET NE WASHINGTON DC 20002 NONE PC TO PROVIDE A RELIABLE AND ADEQUATE SOURCE OF BASIC BABY NEEDS AND PERSONAL HYGIENE PRODUCTS 15000 HABITAT FOR HUMANITY 121 HABITAT STREET AMERICUS GA 31709 NONE PC FAMILY NEEDS 10000 HOMELESS PERSONS REPRESENTATION PROJECT 201 N CHARLES STREET SUITE 1104 BALTIMORE MD 21201 NONE PC LEGAL SERVICES AND ADVOCACY ORGANIZATION DEDICATED TO ELIMINATING HOMELESSNESS 10000 HOMESTRETCH INC 303 S MAPLE AVE FALLS CHURCH VA 22046 NONE PC EMPOWERING HOMELESS FAMILIES TO SUCCEED 10000 IXTATAN FOUNDATION 303 S MAPLE AVE CHARLOTTESVILLE VA 22902 NONE PC COMMUNITY DEVELOPMENT ACTIVITIES 20000 KENYA EDUCATION FUND 360 E 72ND STREET C-3405 NEW YORK NY 10021 NONE PC YOUTH EDUCATIONAL PROGRAMS 10000 LIFE PIECES TO MASTERPIECES 5600 EADS STREET NE WASHINGTON DC 20019 NONE PC TO DEVELOP CHARACTER AND LEADERSHIP, UNLOCK POTENTIAL, AND PREPARE AFRICAN AMERICAN BOYS AND YOUNG MEN TO TRANSFORM THEIR LIVES AND COMMUNITIES 5000 MEDICAL MISSION OF MERCY USA PO BOX 144 FALLS CHURCH VA 22040 NONE PC PROVIDE MEDICAL AND SURGICAL SERVICES TO THOSE IN NEED 5000 POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VA 8900 LITTLE RIVER TURNPIKE FAIRFAX VA 22031 NONE PC TO HELP THE COMMUNITY THROUGH ACTIVITIES DESIGNED TO DEVELOP PHYSICAL AND SOCIAL SKILLS FOR INDIVIDUALS WITH DISABILITIES. 5000 SAFE SPOT PO BOX 148 FAIRFAX VA 22038 NONE PC CHILD SAFETY PROGRAMS 20000 SHARE INC PO BOX 210 MCLEAN VA 22101 NONE PC SENIOR SERVICES 10000 SO OTHERS MIGHT EAT 71 O ST NW WASHINGTON DC 22101 NONE PC PROVIDE ASSISTANCE TO THOSE IN NEED 10000 SPACE OF HER OWN 520 KING ST 100 ALEXANDRIA VA 22314 NONE PC EMPOWERING UNDER-SERVED GIRLS 10000 SPECIAL OPS XCURSIONS PO BOX 90716 NASHVILLE TN 37209 NONE PC TO OFFER ACTIVE DUTY SPECIAL OPERATIONS FORCES (SOF) SERVICE MEMBERS A CHANCE TO PARTNER WITH PROFESSIONAL GUIDES & VOLUNTEERS IN THE GENERAL PUBLIC FOR ENDLESS OPPORTUNITIES IN THE OUTDOORS 10000 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 4600 FAIRFAX DR 900 ARLINGTON VA 22203 NONE PC AT-RISK CHILDREN MEDICAL PROGRAM 20000 THE CARPENTER'S SHELTER 930 N HENRY ST ALEXANDRIA VA 22314 NONE PC TO ADDRESS THE ROOT CAUSES OF HOMELESSNES 10000 THE CHILD & FAMILY NETWORK CENTERS 3700 WHEELER AVE ALEXANDRIA VA 22304 NONE PC AT-RISK CHILDREN EDUCATIONAL PROGRAMMING 10000 THE SOUTHERN POVERTY LAW CENTER 403 WASHINGTON AVE MONTGOMERY AL 36104 NONE PC TO DISMANTLE WHITE SUPREMACY, STRENGTHEN INTERSECTIONAL MOVEMENTS, AND ADVANCE THE HUMAN RIGHTS OF ALL PEOPLE 10000 THE SUNSHINE FOUNDATION 101 LAKESIDE PARK SOUTHAMPTON PA 18966 NONE PC SEVERE OR PROFOUND PHYSICAL/DEVELOPMENTAL/INTELLECTUAL CHALLENGES OR TRAUMA FROM PHYSICAL/SEXUAL ABUSE, AND WHOSE FAMILIES HAVE LIMITED INCOME 5000 THE WOMEN'S CENTER 133 PARK ST NE BUILDING 127 2ND FLOOR VIENNA VA 22180 NONE PC IMPROVE THE MENTAL HEALTH AND WELL-BEING OF ALL MEMBERS OF THE COMMUNITY 10000 TOUCHING HEART PO BOX 710282 HERNDON VA 20171 NONE PC CHILDREN'S EDUCATION THROUGH PHILANTHROPHY 5000 ASHEVILLE CITY SCHOOLS FOUNDATION 43 COLLEGE PL 312 ASHEVILLE NC 28801 NONE PC TO PROVIDE TRANSFORMATIONAL EDUCATIONAL OPPORTUNITIES FOR ALL CITY SCHOOLS STUDENTS 10000 395000 0 14 10441 14 276880 18 65229 0 352550 0 352550 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6844 0 6844 3M CO 98388 98388 AMERICA MOVIL SAB DE CV 16668 16668 APPLE INC 69311 69311 BP PLC SPONS ADR 44604 44604 COCA COLA COMPANY 114030 114030 CORTEVA INC 57504 57504 DOMINION ENERGY INC 49068 49068 DOWDUPONT INC 65808 65808 DUKE ENERGY CORP 157205 157205 EXXON MOBIL CORP 123775 123775 FORD MOTOR COMPANY 43884 43884 GENERAL ELECTRIC COMPANY 28717 28717 GILEAD SCIENCES INC 14582 14582 HOME DEPOT INC 93569 93569 JOHNSON & JOHNSON 224452 224452 KINDER MORGAN INC DEL 88200 88200 MEDTRONIC PLC 14828 14828 MICROSOFT CORP 1184526 1184526 PEPSICO INC 61142 61142 PROCTER & GAMBLE 164858 164858 KENVUE INC 32510 32510 0 0 149934 149934 AIM INVT FDS INVESCI SECS FDS INVESCO CORP FMV 238417 238417 AMERICAN BEACON FDS SIM HIGH YIELD OPPORTUNITIES FD CL Y FMV 70377 70377 AMERICAN CENTURY FDS FMV 149446 149446 AMERICAN FUND STRATEGIC BOND FD CL F2 FMV 129075 129075 AMG FUNDS YACKTMAN FUND CLASS I FMV 195746 195746 ARISTOTLE FDS SER TR FLOATING RATE INCOME FD FMV 215446 215446 ARTISAN PARTNERS FDS INC HIGH INCOME ADVISOR FMV 145392 145392 BARON SELECT FUNDS PARTNERS FD INSTL SHS FMV 77682 77682 CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TR FMV 95370 95370 COLUMBIA DIVIDEND INCOME FUND INSTITUTIONAL FMV 202966 202966 FIDELITY ADVISOR FOCUS EMERGING MARKETS CL I FMV 213022 213022 GUGGENHEIM CORE BOND FUND INSTL CLASS FMV 242338 242338 INVESCO SMALL CAP VALUE FD CL Y FMV 138437 138437 INVESCO VALUE OPPORTUNITIES FD FMV 138437 138437 MFS SERIES TR XIII NEW DISCOVERY VALUE FUND CLASS I FMV 182430 182430 PIMCO SHORT TERM FD INST CL FMV 204489 204489 SMEAD FDS TR VALUED FD INSTL CL SVFFX FMV 224399 224399 T ROWE PRICE INTL FDS INC GLOBAL STOCK FUND FMV 201403 201403 VANGUARD WORLD FD INTL GROWTH FD ADMIRAL FMV 69933 69933 VICTORY SYCAMORE ESTABLISH VALUE FD CL I FMV 269749 269749 VIRTUS FUNDS VIRTUS KAR MDCP GRW FD FMV 96199 96199 VIRTUS FUNDS VIRTUS KAR MDCP GRW FD CL I FMV 228194 228194 WASATCH ADVISORS FDS ULTRA GROWTH FD FMV 123937 123937 WASATCH FUNDS WASATCH EMERGING MKT FMV 59342 59342 PAYROLL PROCESSING FEES 1750 0 1750 INSURANCE 2250 0 2250 DUES & SUBSCRIPTIONS 815 0 815 REGISTRATION FEES 25 0 25 UNREALIZED GAIN ON INVESTMENT 468756 INVESTMENT FEES 65005 65005 0 PAYROLL TAXES 1997 0 1997 FOREIGN TAXES 1363 0 0 TAXES 2746 0 2746