2025-09-29T08:48:36-07:00 2024-12-31 300412597 SIMONEN AND ASSOCIATES 10526 EDWARDIAN LN NEW MARKET MD 21774 990PF 2024-01-01 520943739 The Buchly Charity Fund of Federal Lodge #1 FAAM BUCH 5712950064 1026 16th St NW Washington DC 20036 Paul Dolinsky Trustee 5712950064 2025-03-16 true R D Simonen P01499931 3018653702 2025-09-29 2024 2025-03-06 01:10:19Z X 1840594 X X 2269 2269 86173 86173 -4206 102799 0 0 0 0 84236 88442 0 6000 3000 3000 0 1900 850 850 17712 17712 793 793 0 0 3985 600 3385 0 30390 22955 7235 103255 103255 133645 22955 110490 -49409 65487 0 28037 19680 19680 0 0 974250 933198 1820914 0 0 0 0 0 0 1002287 952878 1840594 0 0 0 0 0 X 1002287 952878 1002287 952878 1002287 952878 1002287 -49409 952878 952878 125.62 ISHARES TIPS P 2022-04-14 2024-06-18 12423 0 13036 -613 0 0 0 -613 90,000 Fidelity Fds Treasury P 2022-10-06 2024-10-03 90000 0 90000 0 0 0 0 0 150 Service PPTYS Tr P 1995-10-17 2024-12-31 376 0 3969 -3593 0 0 0 -3593 -4206 910 0 910 0 910 605 0 605 605 305 0 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 0 910 910 0 0 0 110490 110490 0 154694 4450 7603 5688 7447 179882 110490 0 110490 290372 0 0 0 0 154694 135678 4450 7603 5688 7447 110490 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 22047 Mrs Raymond Bacon 13353 Lee Highway Centreville VA 22020 None N/A Financial Support 18208 American Internarional School 4400 Massachusetts Ave NW Washington DC 20016 501C3 Financial Assistance 3000 DC History Center 60 O St NW Washington DC 20001 501C3 Financial Assistance 3000 Scottish Rite Foundation 1370 GRANT ST Denver CO 80203 501C3 Financial Assistance 10000 Mesh Charities 8403 Colesville Rd Silver Spring MD 20910 501C3 Financial Assistance 5000 Metropolitan School of the Arts 5775 Barclay Dr Ste4 Alexandria VA 22315 501C3 Financial Assistance 2000 No Kid Hungry 1030 15th Street NW Suite 1100 W Washington DC 20005 501C3 Financial Assistance 3000 Story Tapestries 19301 Hempstone Ave Poolesville MD 20837 501C3 Financial Assistance 2000 Smile Train 633 Third Ave 9th Fl New York NY 10017 501C3 Financial Assistance 6000 Chesapeake Bay Foundation 6 Herndon Ave Annapolis MD 21403 501C3 Financial Assistance 3000 Alexandria Harmonizers 3916 N Stevens St Alexandria VA 22311 501C3 Financial Assistance 9000 American Chestnut Foundation 11201 Garrison Forest Rd Owen Mills MD 21117 501C3 Financial Assistance 3000 Hot Foundation PO Box 5424 Goodyear AZ 85338 501C3 Financial Assistance 4000 American friends of the Louve 909 Dinwiddie Alexandria VA 22204 501C3 Financial Assistance 4000 DC Olympics 415 Michigan Avenue NortheastGround Washington DC 20017 501C3 Financial Assistance 4000 Natural Resources 162 Washington Avenue Albany NY NY 12231 501C3 Financial Assistance 2000 103255 525920 0 14 2269 525920 0 14 86173 14 -4206 0 84236 84236 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 1900 90 Fidelity Treasury Port 2022-10 Purchased 2024-10 90000 90000 0 150 Service PPTS Tr 1995-10 Purchased 2024-12 376 3969 -3593 125.62 ISHARES ETF 2022-04 Purchased 2024-06 12423 13036 -613 Wells Fargo 371967 1195361 Wells Fargo mutual funds 542898 604975 Fixed Income Securities 18333 20578 Wells Fargo Advisory Fees 17712