2024-11-14T04:43:02-08:00 2023-12-31 Anthony D Hulbert 22888 Lacey Oak Terrace Sterling VA 20166 990PF 2023-01-01 541898273 The Lucille and Bruce Lambert Charitable Foundation Inc LUCI 7032560900 5204 Bradwood Street Springfield VA 22151 Cynthia L Butler President 7032560900 2024-04-14 true Anthony D Hulbert CPA P01001318 3017067381 2024-11-14 X 2023 2024-10-15 13:58:12Z X 20511838 X 150000 4682 4682 0 331199 331199 0 63250 63250 0 -88126 317413 1926805 317413 0 0 0 866544 716544 0 630000 125000 125000 0 280000 50000 0 50000 147307 147307 0 0 4583 4583 0 0 14571 14571 0 15341 0 0 0 275798 137850 0 0 1367600 479311 0 175000 1136580 1136580 2504180 479311 0 1311580 -1637636 237233 0 150251 151952 151952 3935778 1792707 1792709 0 0 730951 184192 175899 6715213 7138575 13117013 403053 1917522 2242813 6300 0 6300 6300 38552 2298506 1425737 1548039 400689 352728 62530 47961 1444861 0 0 0 14302582 12664946 20511838 0 0 0 0 0 X 14302582 12664946 14302582 12664946 14302582 12664946 14302582 -1637636 12664946 12664946 300shs Academy Sports & Outdoors P 2023-03-24 2023-10-27 13017 0 19227 -6210 0 0 0 -6210 491shs Agilent Tech Inc P 2023-05-25 2023-10-24 52065 0 69080 -17015 0 0 0 -17015 26shs Amadeus It Group P 2023-07-06 2023-08-21 1746 0 1854 -108 0 0 0 -108 89shs Ashland Inc P 2022-09-23 2023-07-13 7030 0 7731 -701 0 0 0 -701 198shs AvalonBay Comm Inc P 2023-01-20 2023-11-14 34155 0 33319 836 0 0 0 836 521shs Avantor Inc P 2022-08-04 2023-08-02 10862 0 14875 -4013 0 0 0 -4013 112shs Bill Holdings Inc. 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Materials P 2021-05-17 2023-07-07 7025 0 6035 990 0 0 0 990 312shs Microchip Tech Inc P 2012-01-01 2023-03-06 25729 0 4403 21326 0 0 0 21326 342shs Mondelez International Inc P 2020-06-25 2023-04-28 26427 0 17352 9075 0 0 0 9075 138shs PNC Finl Serv Group P 2021-07-22 2023-03-13 17510 0 25085 -7575 0 0 0 -7575 179shs Palo Alto Networks Inc P 2012-01-01 2023-04-12 35013 0 28418 6595 0 0 0 6595 113shs Palo Alto Networks Inc P 2012-01-01 2023-06-28 28581 0 14888 13693 0 0 0 13693 185shs Palo Alto Networks Inc P 2021-07-16 2023-09-18 44485 0 24080 20405 0 0 0 20405 478shs Planet Fitness Inc P 2022-01-01 2023-09-22 21522 0 38370 -16848 0 0 0 -16848 518shs RTX Corp P 2018-12-20 2023-11-20 41094 0 37119 3975 0 0 0 3975 273shs Resmed Inc P 2022-01-01 2023-10-24 38925 0 47914 -8989 0 0 0 -8989 309shs Ritchie Bros Auct P 2019-07-19 2023-04-13 18165 0 11180 6985 0 0 0 6985 26shs Roper Tech Inc P 2022-01-01 2023-06-15 11963 0 2202 9761 0 0 0 9761 24shs SBA Communication Corp P 2012-02-28 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20166 Director 8.00 80000 0 0 Holly Brockman 123 Joe Phillips Road Madison AL 35758 Director 8.00 80000 0 0 Scott Lambert 2005 NW Fawn Drive Blue Springs MO 64015 Director 8.00 80000 0 0 Roxanna Beach 220 University Parkway Okatie SC 29909 Director 8.00 80000 0 0 Scott Gallagher 212 Glenwood Drive New Bloomfield MO 65063 Director 8.00 80000 0 0 NONE 0 NONE 0 15097463 3897928 1486413 20481804 0 20481804 307227 20174577 1008729 1008729 3298 3298 1005431 1005431 1005431 1311580 1311580 1005431 78490 0 0 0 0 0 0 1311580 78490 0 1005431 227659 227659 0 0 0 0 0 227659 0 0 0 0 227659 none none Cynthia Butler President 5204 Bradwood Street Springfield VA 22151 7032560900 any reasonable form none none Central Union Rescue 810 5th Street NW Washington DC 20001 PublicCharity OperatingExpenses 25000 Youth for Tomorrow 11835 Hazel Circle Dr Bristow VA 20136 PublicCharity General Support 329080 Second Chance Animal Rescue 20215 Blankinship Drive Orange VA 22960 PublicCharity General Support 65000 Missouri Courage Scholarship 1701 Big Horn Basin Drive Wildwood MO 63011 PublicCharity StudentScholarships 22000 Dogs & Cats of the Dominican Republic Inc 153 E Haskell St St Paul MN 55118 PublicCharity General Expenses 65000 Capitol City Cinema 1739 East Elm Suite 101 Jefferson City MO 65101 PC OperatingExpenses 42000 Blue Springs Police Department 1100 SW Smith Street Blue Springs MO 64015 PC OperatingExpenses 35000 West End Baptist Church 2005 2nd Avenue N Clanton MO 35045 PC OperatingExpenses 30000 The Catalyst Center for Business & Entrepreneurship 515 Sparkman Dr Huntsville AL 35816 PC OperatingExpenses 10000 Poplar Spring Animal Sanctuary PO Box 507 Poolesville MD 20837 PC OperatingExpenses 5000 Programs for Exceptional People 39 Sheridan Park Circle Bluffton SC 29910 PC OperatingExpenses 45000 Fantansy Playhouse Childrens Theater 3312 Long Avenue SW Huntsville AL 35805 PC General Expenses 70000 EA Hawse Health Center 17978 WV-55 Baker WV 26801 PC Operating Expenses 50000 Hero Fund USA 1200 NW South Outer Rd Blue Springs MO 64015 PC OperatingExpenses 25000 Farmer's House PO Box 1607 Platte City MO 64079 PC Operating Expenses 62500 Summit Springs Church 1500 SW Trail Ridge Drive Blue Springs MO 640151810 PC OperatingExpenses 50000 AUM Foundation USA Inc 472 Providence Main St Huntsville AL 35806 PC OperatingExpenses 10000 Family Forward 11358 Van Cleve Avenue St Louis MO 63114 PC OperatingExpenses 22000 Drumm Center for Children 3210 Lees Summit Road Independence MO 64055 PC Operating Expenses 70000 Answering the Call 414 NE Medford Drive Lees Summit MO 64064 PC OperatingExpenses 40000 Metropolitan Community College Foundation 3200 Broadway Kansas City MO 64111 PC Operating Expenses 5000 Wentzville Football Booster Club 18 Huntsdale Court Wentzville MO 63385 PC OperatingExpenses 4000 Care Net Pregnancy Resource Center 1001 2nd Ave N Clanton AL 35045 PC Operating Expenses 20000 Liberty Christian Academy PO Box 885 Clanton AL 35046 PC OperatingExpenses 30000 Momentum Alumnae Program 2821 2nd Avenue South Birmingham AL 35233 PC OperatingExpenses 5000 1136580 14 4682 14 331199 16 214626 18 317413 867920 867920 false false false false false false false false false false X X 1 Estate of Bruce E Lambert 5204 Bradwood Street Springfield VA 22151 150000 X Anthony D. Hulbert, CPA Tax and Accounting 280000 50000 0 50000 101 Old Carriage Rd. 1999-10-01 122639 103500 SL 27.500000000000 4460 4460 0 Admiralty Club, 102 1999-10-01 40850 34475 SL 27.500000000000 1485 1485 0 Admiralty Club, 103 1999-10-01 55100 46502 SL 27.500000000000 2003 2003 0 Admiralty Club, 809 1999-10-01 62100 52407 SL 27.500000000000 2259 2259 0 Condominiums Cancun 1999-10-01 120000 101273 SL 27.500000000000 4364 4364 0 Stocks Short Term Sales - See Attached Statement 11 350914 468169 Cost -117255 Stocks Long Term Sales - See Attached Statements 12-15 1574558 1141223 Cost 433335 Capital Gain Distributions - See Attached Statement 16 1333 0 Cost 1333 Apple Inc. 49571 48063 Bank of America Corp 49049 47077 Blackrock Inc 25166 24230 Caterpillar Financial Services Corp 23444 23714 CIBC Atlas Income Opportunities Fund 699518 1051728 CIBC Cash Reserve AT 260263 260263 Comcast Corp 25517 24413 Comcast Corp 25750 24652 Federal Home Loan Banks 76873 72787 Federal Home Loan Mortgage Corp 25441 24135 Federal Home Loan Mortgage Association 71550 70738 Federal Home Loan Mortgage Association 73022 71663 Federal Home Loan Mortgage Association 75053 74801 Federal Home Loan Mortgage Association 74548 73784 JPMorgan Chase & Co Variable 70444 72461 Morgan Stanley 48660 47893 Oracle Corp 25274 24707 PNC Financial Services Group Inc 79189 71028 Shell International Finance BV 25133 24511 US Bancorp Variable 64041 62536 Wells Fargo & Co Variable 50016 47629 See Attached Sch. 1 p7-30 7108751 13061781 600 Shs HCC Insurance Holdings 15019 15000 622 Shs Wells Fargo & Co 14804 40231 1 shs Lasco Production 1 1 184192 175899 0 0 2411 NW 6th Street, Cape Coral 6300 0 6300 Atlas Point Global Multi-Strategy Offshore Fund 751968 751968 Versus Capital Real Assets Fund LLC 673769 796071 101 Old Carriage Road 122639 107960 14679 Admiralty Club, Unit 102 40850 35960 4890 Admiralty Club, Unit 103 55100 48505 6595 Admiralty Club, Unit 809 62100 54666 7434 Condominiums, Cancun, Mexico 120000 105637 14363 Rental Expenses 136805 136805 0 0 Bank Service Charges 1045 1045 0 0 Registration Fees 25 0 0 0 Directors D&O Insurance 2005 0 0 0 Office Expense 321 0 0 0 Storage Cost 7797 0 0 0 Dues 1630 0 0 0 Book to Tax Adj 126170 0 0 0 Atlantic Trust Trustee Fees 147307 147307 0 0 Foreign Tax 4583 4583 0 0