2024-10-07T13:18:33-07:00 2023-12-31 300412597 SIMONEN AND ASSOCIATES 10526 EDWARDIAN LN NEW MARKET MD 21774 990PF 2023-01-01 520943739 The Buchly Charity Fund of Federal Lodge #1 FAAM BUCH 5712950064 1026 16th St NW Washington DC 20036 Paul Dolinsky Trustee 5712950064 2024-03-13 true R D Simonen P01499931 3018653702 2024-10-07 2023 2024-10-15 13:58:12Z X 1680090 X X 2303 2303 52561 52561 7735 259549 7735 0 0 0 62599 62599 0 6000 3000 3000 0 1875 938 937 16099 16099 0 0 3984 600 3384 126 126 0 28084 20637 7447 95221 0 123305 20637 7447 -60706 41962 0 147850 28037 28037 0 0 973274 1032381 1652053 0 0 0 0 0 0 1121124 1060418 1680090 0 0 0 0 0 X 0 1121124 1060418 1121124 1060418 1121124 1060418 1121124 -60706 1060418 1060418 1200SH SPDR Bloomberg ETF 1-3Mo T Bill P 2023-07-14 2023-02-02 109731 0 109714 17 0 0 0 17 100 Sh Energy Select ETF P 2022-08-30 2023-03-15 7653 0 8200 -547 0 0 0 -547 25 Sh Costco P 2014-02-12 2023-01-03 11198 0 3076 8122 0 0 0 8122 600sh Golman Sachs ETF Treas 0-1yr P 2022-04-14 2023-10-18 59840 0 59958 -118 0 0 0 -118 1 Sh Liberty Mutual P 2014-02-14 2023-08-04 40 0 20 20 0 0 0 20 775 SPDR Bloomberg ETF 1-3mo T Bill P 2022-04-14 2023-10-31 71088 0 70847 241 0 0 0 241 7735 -530 583 0 583 0 583 1188 0 1188 -1188 605 605 false false false false false false false false true false false false false false true N/A Paul D Dolinsky 5712950064 1026 16th ST NW 801 Washington DC 22207 false false false false false false false false false false false false false false false false false false false false Paul D Dolinsky 1026 16th ST NW 801 Washington DC 20036 Trustee 1.00 2000 0 0 George H Reader 3724 Columbia Pike 8 Arlington VA 22204 Trustee 1.00 2000 0 0 Lawrence Von Weigel 1109 Teresa Drive Accokeek MD 20607 Trustee 1.00 2000 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 583 583 0 0 0 7447 7447 0 4575 154694 4450 7603 5688 177010 7447 0 7447 184457 0 0 0 0 4575 179882 154694 4450 7603 5688 7447 None None X Paul D Dolinsky 1026 16th St NW Washington DC 20036 see Part XVI-b see Part XVI-b see Part XVI-b Mrs Wanna Carbaugh 95 Walton Dr Huntington MD 20639 None N/A Financial Support 13371 Mrs Raymond Bacon 13353 Lee Highway Centreville VA 22020 None N/A Financial Support 10950 Kennedy Center 2700 F St NW Washington DC 20566 501C3 Financial Assistance 4000 SOME 60 O St NW Washington DC 20001 501C3 Financial Assistance 3000 Scottish Rite Foundation 1370 GRANT ST Denver CO 80203 501C3 Financial Assistance 15500 First Baptist Church-DC 712 Randolph St NW Washington DC 20011 501C3 Financial Assistance 5000 Central Union Mission 65 Massachusetts Ave NW Washington DC 20001 501C3 Financial Assistance 3000 Metropolitan School of the Arts 5775 Barclay Dr Ste4 Alexandria VA 22315 501C3 Financial Assistance 5400 George Washington Masonic Memerial 101 Callahan Dr Alexandria VA 22301 501C3 Financial Assistance 5000 Story Tapestries 19301 Hempstone Ave Poolesville MD 20837 501C3 Financial Assistance 3000 Childrens Hospital 111 Michigan Ave Washington DC 20007 501C3 Financial Assistance 3000 Chesapeake Bay Foundation 6 Herndon Ave Annapolis MD 21403 501C3 Financial Assistance 6000 Alexandria Harmonizers 3916 N Stevens St Alexandria VA 22311 501C3 Financial Assistance 3000 American Chestnut Foundation 11201 Garrison Forest Rd Owen Mills MD 21117 501C3 Financial Assistance 6000 Almas Shriners 1315 K St NW Washington DC 20005 501C3 Financial Assistance 3000 Phoenix Bikes 909 Dinwiddie Alexandria VA 22204 501C3 Financial Assistance 3000 Toys for Tots 3300 New York Ave Washington DC 20005 501C3 Financial Assistance 3000 95221 525920 0 14 2303 525920 0 14 52561 14 7735 0 62599 62599 XV1-B The fund assists widows and orphans of deceased members of Federal Lodge #1 XV1-B and donates money to public charities with principal locations in the XV1-B Washington, DC metropolitan area that benefit women and children XV1-B with educational and medical needs. XV1-B A trustee of the fund contacts the widow or orphan of a deceased lodge member XV1-B and sends the individual a check to assist with immediate funeral expenses. If XV1-B additional assistance is required, the individual must contact the Trustees of XV1-B the fund and they will make an evaluation based on the need of the individual. XV1-B Public charities may apply for assistance, but only those charities with XV1-B purposes matching those of the fund and effectively ( through administration and XV1-B program services) carrying out those purposes will be considered. false false false false false false false false false false Simonen & Associates Tax Return 1875 1200Sh SPDR Bloomberg 1-3 Mo T Bill 2022-05 Purchased 2023-02 109731 109714 17 100 Sh Energy Select SPDR 2022-08 Purchased 2023-03 7653 8200 -547 25 Sh Costco 2014-02 Purchased 2023-01 11198 3076 8122 600Sh Golman SachsETF Treas 0-1Yr 2022-04 Purchased 2023-06 59840 59958 -118 1 Sh Liberty Media 2014-02 Purchased 2023-08 39 20 19 775 Bloomberg ETF 1-3 Mo T Bil 2022-04 Purchased 2023-10 71088 70846 242 Wells Fargo 383166 1000735 Wells Fargo mutual funds 649215 651318 Wells Fargo Advisory Fees 16099