2024-11-14T21:25:57-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 8219 LEESBURG PIKE SUITE 800 TYSONS VA 22182 990PF 2023-01-01 522007895 KIMSEY FOUNDATION KIMS 2023671037 900 16TH STREET NW 275 WASHINGTON DC 20006 RAYMOND C KIMSEY OFFICER 2023671037 2024-11-13 1 1 HEATHER DWYER CPA P01512858 7039238300 X 2023 2024-10-15 13:58:12Z X 29854028 X X 6138 6138 157901 157901 1438105 1712774 1438105 6752 773 1608896 1602917 0 0 0 358232 201195 157037 190297 38899 151398 11654 5827 5827 4600 2300 2300 3910 1955 1955 20979 0 0 22435 0 326288 0 326288 61185 0 61185 177103 77740 99363 1176683 327916 805353 672732 672732 1849415 327916 1478085 -240519 1275001 43861 240591 240591 21915363 29343577 29343577 343259 73399 284600 269860 269860 22243824 29854028 29854028 26644 29416 26644 29416 X 0 0 0 0 22217180 29824612 22217180 29824612 22243824 29854028 22217180 -240519 7847951 29824612 0 29824612 MORGAN STANLEY- ACCT#7100 P 1257173 274669 982504 982504 GREYCROFT GROWTH, LLC P 371137 371137 371137 NBM INVESTMENT FUND P 84464 84464 84464 1438105 17723 0 17723 0 17723 20979 0 6000 0 26979 0 9256 9256 0 0 0 0 0 0 0 0 0 0 0 1 1 DC VA 1 0 0 0 0 1 WWW.KIMSEYFOUNDATION.ORG KIMSEY FOUNDATION 2027850307 900 16TH STREET NW SUITE 275 WASHINGTON DC 20006 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MICHAEL P KIMSEY 900 16TH STREET NW SUITE 275 WASHINGTON DC 20006 PRESIDENT/DIRECTOR 15.00 0 42202 0 RAYMOND C KIMSEY 900 16TH STREET NW SUITE 275 WASHINGTON DC 20006 SECRETARY/DIRECTOR 15.00 0 38416 0 MARK J KIMSEY 900 16TH STREET NW SUITE 275 WASHINGTON DC 20006 TREASURER/DIRECTOR 15.00 0 41094 0 MARK CHASE 900 16TH STREET NW SUITE 275 WASHINGTON DC 20006 EMPLOYEE 40.00 229937 44456 0 BRIE HYTOVITZ 900 16TH STREET NW SUITE 275 WASHINGTON DC 20006 EMPLOYEE 40.00 105742 12744 0 0 NONE 0 0 22688123 499418 4295930 27483471 0 0 27483471 412252 27071219 1353561 1353561 17723 17723 1335838 0 1335838 0 1335838 1478085 0 1478085 1335838 0 0 224818 536684 548842 309642 573314 2193300 1478085 0 0 0 1335838 142247 0 0 2335547 0 0 0 0 0 0 224818 2110729 536684 548842 309642 573314 142247 X 826DC 3333 14TH STREET NW WASHINGTON DC 20010 PC GENERAL OPERATING 5000 ASPEN SPARK 900 16TH STREET NW WASHINGTON DC 20006 PF GENERAL OPERATING 80000 AMERICAN FILM INSTITUTE 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 PC GENERAL OPERATING 1000 ANIMAL WELFARE LEAGUE OF ARLINGTON 2650 S ARLINGTON MILL DR ARLINGTON VA 22206 PC GENERAL OPERATING 5000 ARMY NAVY COUNTRY CLUB 1700 ARMY NAVY DR ARLINGTON VA 22202 PC GENERAL OPERATING 500 ASPEN HOPE CENTER PO BOX 1115 BASALT CO 81621 PC GENERAL OPERATING 2500 BULLIS SCHOOL INC 10601 FALLS RD POTOMAC MD 20854 PC GENERAL OPERATING 5000 CAMPBELL HALL EPISCOPAL 4533 LAUREL CANYON BLVD VALLEY VILLAGE CA 91067 PC GENERAL OPERATING 8182 CASCADES TENNIS JUNIOR SCHOLARSHIP FUND 39060 HIGHWAY 82 ASPEN CO 81611 PC GENERAL OPERATING 1000 CEDARS-SINAI MEDICAL CENTER 6500 WILSHIRE BLVD LOS ANGELES CA 90048 PC GENERAL OPERATING 2000 CONNECTDMV 4611 VERPLANCK PL NW WASHINGTON DC 20016 PC GENERAL OPERATING 5000 DANCE INITIATIVE 76 S 4TH STREET CARBONDALE CO 81623 PC GENERAL OPERATING 15000 DC POLICY CENTER 1310 L STREET NW WASHINGTON DC 20005 PC GENERAL OPERATING 5000 DELEWARE WILD LANDS INC PO BOX 505 ODESSA DE 19730 PC GENERAL OPERATING 5000 DESWINE INTERVENTION 1802 UPPERLINE ST NEW ORLEANS LA 70115 PC GENERAL OPERATING 500 EDUCATION FORWARD DC 641 S ST NW WASHINGTON DC 20001 PC GENERAL OPERATING 2500 FAIR CHANCE 8705 COLESVILLE RD SILVER SPRING MD 20910 PC GENERAL OPERATING 75000 FIGHT FOR CHILDREN INC 1250 CONNECTICUT AVE WASHINGTON DC 20036 PC GENERAL OPERATING 12000 FRESH WIND COMMUNITY DEVELOPMENT 1034 COOK DR SE WASHINGTON DC 20032 PC GENERAL OPERATING 42500 FRIENDS OF GUY MASON RECREATION CENTER 2711 36TH STREET NW WASHINGTON DC 20007 PC GENERAL OPERATING 1000 GOLDEN TRIANGLE CHARITABLE CORPORATION 1120 CONNECTICUT AVE NW WASHINGTON DC 20036 PC GENERAL OPERATING 5000 GONZAGA COLLEGE HIGH SCHOOL 19 EYE ST NW WASHINTON DC 20001 PC GENERAL OPERATING 20000 GOOD GROUND GOOD LIFE INC 5335 WISCONSIN AVE NW WASHINGTON DC 20015 PC GENERAL OPERATING 5000 GOOD SHEPHERD CATHOLIC SCHOOL 504 N ROXBURY DR BEVERLY HILLS CA 90210 PC GENERAL OPERATING 6250 HALCYON HOUSE 3400 PROSPECT ST NW WASHINGTON DC 20007 PC GENERAL OPERATING 30000 HIGHER ACHIEVEMENT PROGRAM 1750 COLUMBIA ROAD NW WASHINGTON DC 20009 PC GENERAL OPERATING 25000 HUNTER BROOKS WATSON MEMORIAL FUND PO BOX 326 MCLEAN VA 22101 PC GENERAL OPERATING 5000 KIDSAVE INTERNATIONAL INC 100 CORPORATE POINTE CULVER CITY CA 90230 PC GENERAL OPERATING 5000 LEARNSERVE INTERNATIONAL PO BOX 42182 WASHINGTON DC 20015 PC GENERAL OPERATING 25000 LIVING CLASSROOMS FOUNDATION 1417 THAMES ST BALTIMORE MD 21231 PC GENERAL OPERATING 25000 MARINE CORPS ASSOCIATION FOUNDATION 715 BROADWAY STREET QUANTICO VA 22134 PC GENERAL OPERATING 4000 MCLEAN PROJECT FOR THE ARTS 1446 CHAIN BRIDGE RD MCLEAN VA 22101 PC GENERAL OPERATING 15000 MILITARY BOWL FOUNDATION 1742 N ST NW WASHINGTON DC 20036 PC GENERAL OPERATING 6000 NACV INC 4906 KANSAS AVE NW WASHINGTON DC 20011 PC GENERAL OPERATING 10000 NATIONAL HISPANIC FOUNDATION FOR THE ARTS 1050 CONNECTICUT AVE NW WASHINGTON DC 20036 PC GENERAL OPERATING 1000 PENN STATE DANCE MARATHON PO BOX 924 STATE COLLEGE PA 16804 PC GENERAL OPERATING 5150 POTOMAC COMMUNITY RESOURCES INC 9200 KENTSDALE DR POTOMAC MD 20854 PC GENERAL OPERATING 2500 REHOBOTH ART LEAGUE 12 DODDS LN REHOBOTH BEACH DE 19971 PC GENERAL OPERATING 500 REHOBETH BEACH VOLUNTEER FIRE COMPANY PO BOX 327 REHOBOTH BEACH DE 19971 PC GENERAL OPERATING 1000 SCHOLARCHIPS 22 GALLATIN STREET NE WASHINGTON DC 20011 PC GENERAL OPERATING 5000 SHARE INC PO BOX 1342 BEVERLY HILLS CA 90213 PC GENERAL OPERATING 2500 SIBLEY MEMORIAL HOSPITAL FOUNDATION 5255 LOUGHBORO RD NW WASHINGTON DC 20016 PC GENERAL OPERATING 50000 SO KIDS SOAR 1050 CONNECTICUT AVE NW WASHINGTON DC 20006 PC GENERAL OPERATING 5000 SOME 71 O STREET WASHINTON DC 20001 PC GENERAL OPERATING 25000 SPORTSMOM FOUNDATION 1701 PENNSYLVANIA AVE NW WASHINGTON DC 20006 PC GENERAL OPERATING 5000 ST ALPHONSUS RODRIQUEZ CHURCH OF WOODSTOCK 10800 OLD COURT RD WOODSTOCK MD 21163 PC GENERAL OPERATING 2500 ST JOHNS COLLEGE HIGH SCHOOL 2607 MILITARY ROAD CHEVY CHASE DC 20015 PC GENERAL OPERATING 10000 THE FOUNDATION FOR AIDS RESEARCH 120 WALL STREET NEW YORK NY 10005 PC GENERAL OPERATING 50000 THE REEL FILM FOUNDATION 1882 SPRUCE CREEK BLVD PORT ORANGE FL 32128 PC GENERAL OPERATING 1000 TOUCHING HEART PO BOX 710282 HERNDON VA 20171 PC GENERAL OPERATING 7500 TRAINING GROUNDS INC 4193 MINNESOTA AVE NE WASHINGTON DC 20019 PC GENERAL OPERATING 10000 WARTBURG COLLEGE 100 WARTBURG BLVD WAVERLY IA 50677 PC GENERAL OPERATING 3000 WASHINGTON INTERNATIONAL SCHOOL 3100 MACOMB STREET NW WASHINGTON DC 20008 PC GENERAL OPERATING 15000 YELLOW RIBBON FUND PO BOX 41048 BETHESDA MD 20824 PC GENERAL OPERATING 6150 YOUTH ENTREPRENEUR INSTITUTE 1231 GOOD HOPE RD SE WASHINGTON DC 20020 PC GENERAL OPERATING 5000 672732 0 14 6138 14 157901 18 1438105 2022 FEDERAL TAX REFUND 01 5979 OTHER INCOME - NBM INVESTMENT FUND II, LP 14 773 0 1608896 0 1608896 0 0 0 0 0 0 0 0 0 0 TAX & ACCOUNTING FEES 4600 2300 2300 2019 LEASEHOLD IMPROVEMENTS 2019-07-01 109868 25637 SL 15.000000000000 7325 0 2020 LEASEHOLD IMPROVEMENTS 2020-09-01 104345 17390 SL 15.000000000000 6956 0 2021 LEASEHOLD IMPROVEMENTS 2021-11-01 103876 7791 SL 15.000000000000 6925 0 2022 LEASEHOLD IMPROVEMENTS 2022-11-01 17475 146 SL 15.000000000000 1165 0 2023 LEASEHOLD IMPROVEMENTS 2023-05-17 7695 SL 15.000000000000 64 0 ASPEN SPARK 900 16TH STREET WASHINGTON DC 20006 2021-06-07 176600 TO CONNECT STUDENTS WITH LEARNING RESOURCES. 176600 N/A 11/14/22, 10/18/23, 10/9/24 2024-10-09 FUNDS FULLY USED IN ACCORDANCE WITH THE KIMSEY FOUNDATION'S INTENDED PURPOSE. ASPEN SPARK 900 16TH STREET WASHINGTON DC 20006 2022-12-31 75000 TO CONNECT STUDENTS WITH LEARNING RESOURCES. 75000 N/A 10/18/23, 10/09/24 2024-10-09 FUNDS FULLY USED IN ACCORDANCE WITH THE KIMSEY FOUNDATION'S INTENDED PURPOSE. ASPEN SPARK 900 16TH STREET WASHINGTON DC 20006 2023-12-31 80000 TO CONNECT STUDENTS WITH LEARNING RESOURCES. 7727 N/A 10/09/24 2024-10-09 FUNDS USED IN ACCORDANCE WITH THE KIMSEY FOUNDATION'S INTENDED PURPOSE. REMAINDER TO BE USED IN 2024. INVESTMENT ACCOUNTS FMV 25317507 25317507 GREYCROFT GROWTH FUND FMV 1755125 1755125 NBM INVESTMENTS II FMV 556612 556612 RVPII UBTI FEEDER LP FMV 1709468 1709468 OTHER RECEIVABLES FMV 4865 4865 2019 LEASEHOLD IMPROVEMENTS 109868 32962 76906 2020 LEASEHOLD IMPROVEMENTS 104345 24346 79999 2021 LEASEHOLD IMPROVEMENTS 103876 14716 89160 2022 LEASEHOLD IMPROVEMENTS 17475 1311 16164 2023 LEASEHOLD IMPROVEMENTS 7695 64 7631 LEGAL FEES 11654 5827 5827 BANK AND SERVICE FEES 3953 0 3953 COMPUTER SUPPORT 19550 0 19550 DUES AND SUBSCRIPTION 15021 0 15021 FEES & LICENSES 452 0 452 INSURANCE 3797 0 3797 INVESTMENT MANAGEMENT FEES 36194 36194 0 MEALS & ENTERTAINMENT 3527 0 3527 OFFICE SUPPLIES 12974 0 12974 POSTAGE & DELIVERY 1529 0 1529 REPAIRS AND MAINTENANCE 10682 0 10682 SECURITY 602 0 602 TELEPHONE AND INTERNET 16170 0 16170 WEB MAINTENANCE 763 0 763 PARTNERSHIP EXPENSES 41546 41546 0 PODCAST ENGINEERS 9586 0 9586 EQUIPMENT RENTAL 757 0 757 2022 FEDERAL TAX REFUND 5979 5979 OTHER INCOME - NBM INVESTMENT FUND II, LP 773 773 773 UNREALIZED GAIN/(LOSS) 7847951 EMPLOYEE 401(K) PAYABLE 963 963 CREDIT CARD PAYABLE 25681 28453 OTHER PROFESSIONAL SERVICES 3910 1955 1955 FEDERAL TAXES 20979 0 0