2025-06-12T12:20:36-05:00 2024-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 12150 MONUMENT DRIVE SUITE 800 FAIRFAX VA 22033 990PF 2024-01-01 812266520 THE HARVEY S LOWE JR AND SUSAN HITCHCOCK-LOWE FOUNDATION HARV 7035917200 PO BOX 545 FAIRFAX VA 22038 PAUL M GURMAN TREASURER 7035917200 2025-06-12 1 1 DANIEL A LARSON P01293368 7035917200 2025-05-28 2024 2025-03-06 01:10:19Z X 113769 X X 2886 2886 286142 279996 653150 3358963 653150 942178 936032 25000 0 0 6939 0 6939 73226 73226 0 6248 0 3068 4904 0 4904 116317 73226 14911 347500 347500 463817 73226 362411 478361 862806 54102 113769 113769 149934 146742 0 2747629 2749276 0 3912226 4172392 0 6863891 7182179 113769 0 0 X 6863891 7182179 6863891 7182179 6863891 7182179 6863891 478361 0 7342252 160073 7182179 WELLS FARGO ST COVERED#2058 2023-12-18 2024-10-02 77096 72926 4170 4170 WELLS FARGO ST COVERED#2058 2016-05-02 2024-10-02 3142775 2632887 509888 509888 CAPITAL GAINS DIVIDENDS P 139092 139092 139092 653150 11993 0 11993 0 11993 3880 0 20177 0 24057 64 12000 12000 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). 362411 0 7256279 62508 0 7318787 0 0 7318787 109782 7209005 360450 360450 11993 11993 348457 0 348457 0 348457 362411 0 362411 348457 260072 0 0 362411 260072 0 0 102339 0 0 0 0 0 0 0 0 246118 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 2500 ASHEVILLE CITY SCHOOLS FOUNDATION 43 COLLEGE PL 312 ASHEVILLE NC 28801 NONE PC TO PROVIDE TRANSFORMATIONAL EDUCATIONAL OPPORTUNITIES FOR ALL CITY SCHOOLS STUDENTS 10000 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 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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 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 FACETS CARES 10700 PAGE AVE BUILDING B FAIRFAX VA 22030 NONE PC HELPING OUR NEIGHBORS IN CRISIS 5000 347500 0 14 2886 14 286142 18 653150 0 942178 0 942178 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6939 0 6939 HOME DEPOT INC 105027 0 PACER FDS TR ETF PACER US SMALL CAP CASH 164597 0 FIRST TRUST NASDAQ100ETF TECHNOLOGY INDEXFUND 72111 0 MEDTRONIC PLC 14378 0 KINDER MORGAN INC DEL 137000 0 PACER FDS TR ETF US CASH COWS 100 ETF 161985 0 3M CO 88298 0 DOWDUPONT INC 48156 0 DOMINION ENERGY INC 56230 0 PROCTER & GAMBLE 188606 0 COCA COLA COMPANY 120473 0 APPLE INC 90151 0 DUKE ENERGY CORP 174539 0 MICROSOFT CORP 1327725 0 0 0 146742 0 WASATCH FUNDS WASATCH EMERGING MKT FMV 138377 0 WASATCH ADVISORS FDS ULTRA GROWTH FD FMV 175583 0 SMEAD FDS TR VALUED FD INSTL CL SVFFX FMV 235816 0 VICTORY SYCAMORE ESTABLISH VALUE FD CL I FMV 297238 0 INVESCO VALUE OPPORTUNITIES FD FMV 180594 0 INVESCO SMALL CAP VALUE FD CL Y FMV 181342 0 CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TR FMV 97878 0 BARON SELECT FUNDS PARTNERS FD INSTL SHS FMV 103376 0 ARTISAN PARTNERS FDS INC HIGH INCOME ADVISOR FMV 157759 0 ARISTOTLE FDS SER TR FLOATING RATE INCOME FD FMV 297797 0 AMERICAN BEACON FDS SIM HIGH YIELD OPPORTUNITIES FD CL Y FMV 77363 0 COLUMBIA DIVIDEND INCOME FUND INSTITUTIONAL FMV 233436 0 AIM INVT FDS INVESCI SECS FDS INVESCO CORP FMV 311403 0 GQG PARTNERS EMERGING FMV 211114 0 CAUSEWAY INTL VALUE FD FMV 142353 0 EATON VANCE TOTAL RETURN BOND FUND CLASS I FMV 296657 0 GOLDMAN SACHS FUNDS GOLDMAN SACHS GQG PTNRS FMV 137160 0 LAZARD FDS INC FMV 205615 0 WASATCH FUNDS SMALL CAP VALUE FUND FMV 170754 0 PRINCIPAL FDS INC MIDCAP FUND INSTL CLASS FMV 153459 0 PUTNAM LARGE CAP VALUE FUND CLASS Y FMV 224836 0 ARTISAN PARTNERS FDS INC INTL VALUE FD ADV SH FMV 142482 0 UNREALIZED LOSS ON INVESTMENT 160073 PAYROLL PROCESSING FEES 969 0 969 INSURANCE 2250 0 2250 DUES & SUBSCRIPTIONS 1660 0 1660 REGISTRATION FEES 25 0 25 INVESTMENT FEES 73226 73226 0 FOREIGN TAXES 3180 0 0 TAXES 3068 0 3068