2025-08-05T12:03:30-05:00 2025-03-31 521320874 MORGAN WINGATE PC 7501 WISCONSIN AVENUE STE 600E BETHESDA MD 20814 990PF 2024-04-01 822427395 THE REBA A WILL FOUNDATION REBA 3017186100 7501 WISCONSIN AVENUE 600E BETHESDA MD 20814 MERRITT L WINGATE CPA DIRECTOR 3017186100 2025-08-01 1 1 MERRITT L WINGATE CPA P00962138 3017186100 2024 2025-03-06 01:10:19Z X 4294096 X X 5457 5457 90466 90466 32493 32493 32493 74473 225032 74473 66 0 202955 202889 39274 0 0 3780 3780 0 38896 38896 0 7374 7374 0 89324 50050 0 155343 155343 244667 50050 155343 -41712 152839 9378 13044 13044 27725 52918 52918 1514388 1443819 4228134 1551491 1509781 4294096 0 0 X 1551491 1509781 1551491 1509781 1551491 1509781 1551491 -41712 2 1509781 0 1509781 100 SHS BUILDERS FIRST CHOICE P 2021-02-05 2024-05-13 17060 4221 12839 12839 3875.513 SHS VANGUARD LIMITED TERM TE P 2022-05-05 2024-05-10 41817 41274 543 543 568 SHS AMERICAN TOWER CORP P 2017-01-19 2025-02-06 106264 59484 46780 46780 918.485 SHS BROWN ADVISORY SMALL CAP GRWTH P 2023-08-11 2025-02-06 43674 40000 3674 3674 50.984 SHS BROWN ADVISORY SMALL CAP GROWTH P 2024-12-13 2025-02-06 2424 2391 33 33 CONGRESIONAL PROPERTIES LIMITED PARTNERSHIP P 2024-12-31 1 -1 -1 8.556 SHS VANGUARD LIMITED TERM TE P 2023-03-03 2024-05-10 92 93 -1 -1 42.383 SHS VANGUARD LIMTED TERM TE P 2023-11-30 2024-05-10 457 456 1 1 47.031 SHS VANGUARD LIMTED TERM TE P 2023-12-29 2024-05-10 507 510 -3 -3 46.810 SHS VANGAURD LIMTED TERM TE P 2024-01-31 2024-05-10 505 507 -2 -2 49.757 SHS VANGUARD LIMTED TERM TE P 2024-02-29 2024-05-10 537 539 -2 -2 48.994 SHS VANGUARD LIMTED TERM TE P 2024-03-28 2024-05-10 529 530 -1 -1 51.484 SHS VANGUARD LIMTED TERM TE P 2024-04-30 2024-05-10 556 553 3 3 CAPITAL GAINS DIVIDENDS P 10610 10610 10610 74473 2124 0 2124 0 2124 1240 0 0 0 1240 0 884 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A MORGAN WINGATE PC 3017186100 7501 WISCONSIN AVENUE SUITE 600E BETHESDA MD 20814 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MERRITT L WINGATE 7501 WISCONSIN AVENUE SUITE 600E BETHESDA MD 20814 DIRECTOR 1.00 39274 0 0 NONE 0 NONE 0 0 3919043 45536 411112 4375691 0 0 4375691 65635 4310056 215503 215503 2124 2124 213379 0 213379 0 213379 155343 0 155343 213379 154498 0 0 155343 154498 0 0 845 0 0 0 0 0 0 0 0 212534 0 0 0 X BLUE RIDGE AREA FOOD BANK 96 LAUREL HILL RD/PO BOX 937 VERONA VA 24482 PUBLIC CHARITY: 501( COMMUNITY AID - PROVIDING MEALS AND GROCERIES TO THOSE IN NEED 6500 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVENUE NE WASHINGTON DC 20017 PUBLIC CHARITY: 501( COMMUNITY AID - PROVIDE MEALS AND GROCERIES TO THOSE IN NEED 6500 DC CENTRAL KITCHEN 425 2ND ST NW WASHINGTON DC 20001 PUBLIC CHARITY: 501( COMMUNITY AID - PROVIDING MEALS AND GROCERIES TO THOSE IN NEED 6500 DELTA OMICRON FOUNDATION INC 2 WYNFIELD TRACE WINFIELD WV 25213 FRATERNAL ORG,: 501( MUSIC EDUCATION 6500 GRACE UNITED CHURCH OF CHRIST PO BOX 115 MOUNT JACKSON VA 22842 PUBLIC CHARITY: 501( RELIGIOUS PURPOSES 15046 JOHNS HOPKINS UNIVERSITY - PEABODY INSTITUTE ONE EAST MOUNT VERNON PLACE BALTIMORE MD 21202 PUBLIC CHARITY: 501( MUSIC EDUCATION 80000 PAUL PUBLIC CHARTER SCHOOL 5800 8TH STREET NW WASHINGTON DC 20011 PUBLIC CHARITY: 501( MUSIC EDUCATION 6500 PICKLEBERRY PIE 7426 BARCLAY RD CHELTENHAM PA 19012 PUBLIC CHARITY: 501( MUSIC EDUCATION 6000 SOLOMAN'S LUTHERAN CHURCH 521 SOLOMONS CHURCH ROAD QUICKSBURG VA 22847 CHURCH UNDER SEC. 50 RELIGIOUS PURPOSES 15297 UNITED WAY OF NORTHERN SHENENDOAH VALLEY 329 NORTH CAMERON STREET SUITE 201 WINCHESTER VA 22601 PUBLIC CHARITY: 501( AID TO RESIDENTS IMPACTED BY THE PANDEMIC 6500 155343 0 14 5457 14 90466 14 32493 14 18 74473 PRIOR PERIOD ADJ FOR TAX REFUND NOT INCOME 900099 66 14 66 202889 0 202955 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3780 3780 0 THE FOUNDATION ELECTS TO APPLY PART OF THE REMAINING 2024 QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2023 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). BOND FUNDS, EQUITIES AND LIMITED PARTNERSHIP INTERESTS AT COST 1443819 4228134 PASSTHROUGH ORD LOSSES NOT IN INCOME 7374 7374 0 CONGRESSIONAL TOWERS SECTION II -1227 -1227 -1227 CONGRESSIONAL PROPERTIES LIMITED PARTNERSHIP -6147 -6147 -6147 MOVED TO DEDUCTION FOR E-FILING 7374 7374 7374 PRIOR PERIOD ADJ FOR TAX REFUND NOT INCOME 66 66 ROUNDING 2 ABP SERVICE FEES 45 45 0 BROWN ADVISORY FEES 38851 38851 0