2024-04-11T16:36:27-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990PF 2023-01-01 474376653 CRIMSONBRIDGE FOUNDATION INC CRIM 2029644430 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 DANIELLE REYES PRESIDENT & CEO 2029644430 2024-04-11 1 DANIELLE REYES 999009999 1 CHRISTOPHER PETERMANN P00097440 9082726200 2024-04-11 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15644162 X 2522430 26643 26643 26643 282756 282756 282756 -52 1022379 1022379 0 1118 32 1118 2832895 1331810 310517 268986 0 0 270111 466044 0 0 467760 141014 0 0 141014 7100 0 0 7100 59770 0 0 59329 14875 0 0 14875 10263 0 0 10275 21351 0 0 21753 989403 0 0 992217 1188750 1188750 2178153 0 0 2180967 654742 1331810 310517 307667 307667 3927449 4190591 4190591 8806827 11145904 11145904 12734276 15644162 15644162 3551 738 3551 738 X 12730725 15643424 12730725 15643424 12734276 15644162 12730725 654742 2257957 15643424 0 15643424 SALE OF PUBLICLY TRADED SECURITIES D 1022379 1022379 1022379 1022379 0 18512 0 18512 0 18512 4200 0 0 0 4200 X 0 14312 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 1 0 0 0 1 WWW.CRIMSONBRIDGE.ORG THE CRIMSONBRIDGE FOUNDATION 2029644430 1050 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GABRIELA SMITH 1050 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 FOUNDER & EXECUTIVE CHAIR 20.00 0 0 0 DANIELLE REYES 1050 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 PRESIDENT & CEO 50.00 268986 36669 563 ADRIANNA SMITH REIG 1050 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 BRENDON SMITH 1050 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 DIRECTOR 1.00 0 0 0 ROBYN ELLIS 1050 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 PROGRAM OFFICER 40.00 107816 18456 245 CAITLIN MAYO - 1050 CONNECTICUT AVE NW STE 500 WASHINGTON DC 20036 SENIOR PROGRAM OFFIC 40.00 108372 17981 0 DANIELLE VERBIEST - 1050 CONNECTICU AVE NW STE 500 WASHINGTON DC 20036 OPERATIONS/GRANT MAN 36.00 105897 10193 0 SANTIAGO ALURRALDE - 1050 CONNECTIC AVE NW STE 500 WASHINGTON DC 20036 IT PROJECT MANAGER 40.00 83657 7664 300 SARAH BABINS STARTED 4123 - 1050 AVE NW STE 500 WASHINGTON DC 20036 SPECIAL PROJECTS & E 40.00 58894 5472 300 0 NONE 0 THE CRIMSONBRIDGE FOUNDATION IS AN ENTREPRENEURIAL PHILANTHROPIC ORGANIZATION THAT BUILDS BRIDGES OF COLLABORATION TO CREATE TRANSFORMATIVE SOLUTIONS TO IMPROVE THE LIVES OF OUR NATION'S YOUTH AND FAMILIES. WE INNOVATE AND STRATEGICALLY INVEST IN EDUCATION, LEADERSHIP DEVELOPMENT, ENVIRONMENTAL SUSTAINABILITY, AND CAPACITY BUILDING PROGRAMS TO HELP AMERICA'S YOUTH AND NONPROFIT ORGANIZATIONS ACHIEVE THEIR POTENTIAL. OUR MOST COMMON ACTIVITIES INCLUDE SUPPORTING AND/OR COLLABORATING WITH NONPROFITS AND COMMUNITY PARTNERS TO DESIGN, IMPLEMENT, AND PROMOTE PROGRAMS, CONDUCT RESEARCH AND DISSEMINATE FINDINGS, PROVIDE INTENSIVE PROGRAM AND ORGANIZATION SPECIFIC TECHNICAL ASSISTANCE, AND PRESENTING AT REGIONAL AND NATIONAL WORKSHOPS AND CONFERENCES. IN ADDITION, WE ACTIVELY SERVE ON EXTERNAL GRANT AND OTHER NONPROFIT COMMITTEES AND TASKFORCES. 359791 0 9928882 3622058 0 13550940 0 0 13550940 203264 13347676 667384 X 2180967 0 2180967 2020-08-14 X 310517 168317 126108 151854 756796 263939 143069 107192 129076 643277 2180967 1716191 1377318 1149033 6423509 1188750 935500 647270 545835 3317355 992217 780691 730048 603198 3106154 0 0 444923 416658 424820 361706 1648107 0 0 0 0 X ABRAMSON SCHOLARSHIP FOUNDATION PO BOX 7810 WASHINGTON DC 20044 N/A PC CRIMSONBRIDGE TEAM PHILANTHROPY PROGRAM 1000 AFRITHRIVE 14030 CONNECTICUT AVE STE 6093 SILVER SPRING MD 20906 N/A PC CRIMSONBRIDGE TEAM PHILANTHROPY PROGRAM 1000 ALL IN TOGETHER PO BOX 758 HARRISON NY 10528 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - COMMUNITY LEADERSHIP PROGRAM 10000 ALL SAINTS CATHOLIC SCHOOL 9294 STONEWALL RD MANASSAS VA 20110 N/A PC BRIDGES FOR SCHOOLS PROGRAM 6000 ARCHDIOCESE OF WASHINGTON SECRETARIAT FOR COMMUNICATIONS PO BOX 29260 WASHINGTON DC 200170260 N/A PC HISPANIC COMMUNICATIONS CAPACITY BUILDING 20000 ASSOCIATION OF COMMUNITY COLLEGE TRUSTEES 1101 17TH STREET NW STE 300 WASHINGTON DC 20036 N/A PC COLLEGE SUCCESS - KIDS ON CAMPUS PROJECT 100000 ASSUMPTION OF THE BLESSED VIRGIN MARY SCHOOL 290 STATE RD WEST GROVE PA 19390 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 BETHANY HOUSE OF NOVA 6862 ELM ST STE 200 MCLEAN VA 22101 N/A PC CRIMSONBRIDGE TEAM PHILANTHROPY PROGRAM 1000 CASEY TREES 3030 12TH ST NE WASHINGTON DC 20017 N/A PC ENVIRONMENTAL SUSTAINABILITY - NATURE NEAR SCHOOLS 20000 CATHOLIC CHARITIES OF DIOCESE OF ARLINGTON 200 N GLEBE RD ARLINGTON VA 22203 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 CENTER FOR NONPROFIT ADVANCEMENT 1717 K ST NW STE 900 WASHINGTON DC 20006 N/A PC LEADERBRIDGE - EXECUTIVE PREPARATION INSTITUTE AND SCALING COACHING 10000 CHICA PROJECT 1266 FURNACE BROOK PKWY QUINCY MA 02169 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - YOUNG WOMEN'S LEADERSHIP DEVELOPMENT AND CIVIC ENGAGEMENT 10000 CITY BLOSSOMS 516 KENNEDY ST NW WASHINGTON DC 20011 N/A PC ENVIRONMENTAL SUSTAINABILITY - EARLY GROWERS PROGRAM 15000 COLLEGIATE DIRECTIONS 4827 RUGBY AVE STE 001 BETHESDA MD 20814 N/A PC COLLEGE SUCCESS - CAPACITY BUILDING PLAN 2023-2024 20000 DC BAR FOUNDATION 200 MASSACHUSETTS AVE NW STE 700 WASHINGTON DC 20001 N/A PC CRIMSONBRIDGE TEAM PHILANTHROPY PROGRAM 3000 ECOACTION ARLINGTON 3308 S STAFFORD ST ARLINGTON VA 22206 N/A PC ENVIRONMENTAL SUSTAINABILITY - TREE CANOPY EQUITY PROGRAM 10000 EDSOURCE 436 14TH ST 310 OAKLAND CA 94612 N/A PC COLLEGE SUCCESS - NATIONAL EDUCATION COVERAGE INITIATIVE 100000 ELIZABETH SETON HIGH SCHOOL 5715 EMERSON ST BLADENSBURG MD 20710 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 FADICA PO BOX 33667 WASHINGTON DC 20033 N/A PC EDUCATION IMPERATIVE - MEMBERSHIP 8750 GENERATION HOPE 1401 OKIE ST NE STE 300 WASHINGTON DC 20002 N/A PC COLLEGE SUCCESS - FAMILYU 20000 GEORGETOWN UNIVERSITY - CENTER FOR PUBLIC & NONPROFIT LEADERSHIP 600 NEW JERSEY AVE NW WASHINGTON DC 20001 N/A PC LEADERBRIDGE - NONPROFIT MANAGEMENT EXECUTIVE CERTIFICATE PROGRAM & ALUMNI ENGAGEMENT 20000 GEORGETOWN VISITATION 1524 THIRTY-FIFTH ST NW WASHINGTON DC 20007 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 GIRLS ON THE RUN DC 900 BRENTWOOD RD NE 90824 WASHINGTON DC 20090 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - SCALING GIRLS ON THE RUN DC 2023-2024 PROGRAMMING 10000 GIRLS ON THE RUN MONTGOMERY COUNTY 11821 PARKLAWN DR STE 125 ROCKVILLE MD 20852 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - GIRLS LEADERSHIP DEVELOPMENT 10000 GIRLS ROCK DC 1640 COLUMBIA RD NW WASHINGTON DC 20009 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - YOUTH LEADERSHIP PROGRAM 10000 HOLY FAMILY CATHOLIC SCHOOL 14160 FERNDALE RD WOODBRIDGE VA 22193 N/A PC BRIDGES FOR SCHOOLS PROGRAM 6000 HOLY FAMILY SCHOOL 221 3RD AVE PHOENIXVILLE PA 19460 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 HOLY REDEEMER SCHOOL 4902 BERWYN RD COLLEGE PARK MD 20740 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 HOMES NOT BORDERS 3610 EAST ST LANDOVER MD 20785 N/A PC CRIMSONBRIDGE TEAM PHILANTHROPY PROGRAM 1000 IGNITE 510 16TH ST OAKLAND CA 94612 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - COLLEGE AND HIGH SCHOOL PROGRAMS AND ADVOCACY WORK 15000 KIPP FOUNDATION 135 MAIN ST STE 1875 SAN FRANCISCO CA 94105 N/A PC COLLEGE SUCCESS - NUDGE-ENABLED REMOTE ADVISING PILOT 50000 LATINO STUDENT FUND PO BOX 5403 WASHINGTON DC 20016 N/A PC EDUCATION IMPERATIVE - HISPANIC EDUCATION IMPERATIVE FUND 113000 LATINO STUDENT FUND PO BOX 5403 WASHINGTON DC 20016 N/A PC EDUCATION IMPERATIVE - ANNUAL GALA 5000 LEADERSHIP GREATER WASHINGTON 1602 L ST NW STE 950 WASHINGTON DC 20036 N/A PC LEADERBRIDGE - RISING LEADERS 8000 LEADERSHIP MONTGOMERY 6010 EXECUTIVE BLVD STE 200 ROCKVILLE MD 20852 N/A PC LEADERBRIDGE - EMERGING LEADERS 7000 LITERACY COUNCIL OF FREDERICK COUNTY 110 E PATRICK ST FREDERICK MD 21701 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 MAMATOTO VILLAGE 4315 SHERIFF RD NE WASHINGTON DC 20019 N/A PC CRIMSONBRIDGE TEAM PHILANTHROPY PROGRAM 1000 MONTGOMERY COALITION FOR ADULT ENGLISH LITERACY 9210 CORPORATE BLVD STE 480 ROCKVILLE MD 20850 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 MONTGOMERY COLLEGE FOUNDATION 9221 CORPORATE BLVD 3RD FLOOR ROCKVILLE MD 20850 N/A PC COLLEGE SUCCESS - SCALING UP ACHIEVING THE PROMISE ACADEMY PROGRAM COACHES TRAINING 70000 NASPA - CENTER FOR FIRST-GENERATION STUDENT SUCCESS 111 K ST NE 10TH FLOOR WASHINGTON DC 20002 N/A PC COLLEGE SUCCESS - FIRST-GENERATION STUDENT SUCCESS: A LANDSCAPE ANALYSIS AND STUDY 50000 NATURE FORWARD 8940 JONES MILL RD CHEVY CHASE MD 20815 N/A PC ENVIRONMENTAL SUSTAINABILITY - BILINGUAL NATURALIST AMBASSADOR 35000 NEW FUTURES 609 H ST NE STE 500 WASHINGTON DC 20002 N/A PC COLLEGE SUCCESS - CAPACITY-BUILDING IN SCHOLARS PROGRAM 20000 OUR LADY OF MERCY CATHOLIC SCHOOL 9222 KENTSDALE DR POTOMAC MD 20854 N/A PC BRIDGES FOR SCHOOLS PROGRAM 3000 POPE JOHN PAUL II REGIONAL CATHOLIC ELEMENTARY SCHOOL 2875 MANOR RD WEST BRANDYWINE PA 19320 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 PRESENTATION BVM SCHOOL 105 OLD SOLDIERS RD CHELTENHAM PA 19012 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ROCK CREEK CONSERVANCY 7200 WISCONSIN AVE STE 500 BETHESDA MD 20814 N/A PC ENVIRONMENTAL SUSTAINABILITY - ROCK CREEK RESTORATION PLAN 30000 RUNNING START 4315 50TH ST NW STE 100 7128 WASHINGTON DC 20016 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - ALUM SUPPORT NETWORK 10000 SACRED HEART SCHOOL 1625 PARK RD NW WASHINGTON DC 20010 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 SHE SHOULD RUN 80 M ST SE FLOOR 1 WASHINGTON DC 20003 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - PROMOTING PARTICIPATION: CREATING MOMENTUM FOR THE SIGNATURE CURRICULUM 15000 SPARK THE JOURNEY 609 H ST NE STE 500 WASHINGTON DC 20002 N/A PC COLLEGE SUCCESS - SCALING UP PARTNERSHIPS WITH LOCAL COMMUNITY ORGANIZATIONS 20000 SPUR LOCAL 80 M ST SE STE 100 WASHINGTON DC 20003 N/A PC LEADERBRIDGE 15000 ST AGNES SCHOOL 211 W GAY ST WEST CHESTER PA 19380 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ST AMBROSE CATHOLIC SCHOOL 3827 WOODBURN RD ANNANDALE VA 22003 N/A PC BRIDGES FOR SCHOOLS PROGRAM 15000 ST AMBROSE CATHOLIC SCHOOL 3827 WOODBURN ROAD ANNANDALE VA 22003 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 ST ANTHONY CATHOLIC SCHOOL 3400 12TH ST NE WASHINGTON DC 20017 N/A PC BRIDGES FOR SCHOOLS PROGRAM 3000 ST CHARLES BORROMEO SCHOOL 1704 BRISTOL PIKE BENSALEM PA 19020 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ST HELENA-INCARNATION CATHOLIC SCHOOL 6101 N 5TH ST PHILADELPHIA PA 19120 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ST JEROME ACADEMY 5207 42ND PL HYATTSVILLE MD 20781 N/A PC BRIDGES FOR SCHOOLS PROGRAM 3000 ST JOHN THE EVANGELIST CATHOLIC SCHOOL 8912 OLD BRANCH AVE CLINTON MD 20735 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 ST JUDE REGIONAL CATHOLIC SCHOOL 4820 WALBRIDGE ST ROCKVILLE MD 20853 N/A PC BRIDGES FOR SCHOOLS PROGRAM 3000 ST LAURENCE SCHOOL 8245 WEST CHESTER PIKE UPPER DARBY PA 19082 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ST MARTIN OF TOURS SCHOOL 115 S FREDERICK AVE GAITHERSBURG MD 20877 N/A PC BRIDGES FOR SCHOOLS PROGRAM 6000 ST MARY OF THE ASSUMPTION SCHOOL 4610 LARGO RD UPPER MARLBORO MD 20772 N/A PC BRIDGES FOR SCHOOLS PROGRAM 3000 ST PETER THE APOSTLE SCHOOL 1009 N 5TH ST PHILADELPHIA PA 19123 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ST PHILIP THE APOSTLE CATHOLIC SCHOOL 5414 HENDERSON WAY CAMP SPRINGS MD 20746 N/A PC BRIDGES FOR SCHOOLS PROGRAM 6000 ST RAPHAEL SCHOOL 1513 DUNSTER RD ROCKVILLE MD 20854 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 ST ROSE OF LIMA CATHOLIC SCHOOL 1522 N WANAMAKER ST PHILADELPHIA PA 19131 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ST THOMAS AQUINAS CATHOLIC SCHOOL 1631 S 18TH ST PHILADELPHIA PA 19145 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 ST VERONICA CATHOLIC SCHOOL 3521 N 6TH ST PHILADELPHIA PA 19140 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 TEACHERS COLLEGE COLUMBIA UNIVERSITY (COMMUNITY COLLEGE RESEARCH CENTER) 525 W 120TH ST NEW YORK NY 10027 N/A PC COLLEGE SUCCESS - ENHANCING RESEARCH AND DISSEMINATION ON FIRST-GENERATION COLLEGE STUDENTS 75000 TEMPLE UNIVERSITY - OF THE COMMONWEALTH SYSTEM OF HIGHER EDUCATION - HOPE C 1801 N BROAD ST PHILADELPHIA PA 19122 N/A PC COLLEGE SUCCESS - BASIC NEEDS LEARNING MODULE SERIES 40000 THE ACADEMY OF ST MATTHIAS THE APOSTLE 9473 ANNAPOLIS RD LANHAM MD 20706 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 THE ACADEMY OF THE HOLY CROSS 4920 STRATHMORE AVE KENSINGTON MD 20895 N/A PC BRIDGES FOR SCHOOLS PROGRAM 5000 THE FAMILY PLACE PUBLIC CHARTER SCHOOL 3309 16TH ST NW WASHINGTON DC 20010 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 VISITATION BVM SCHOOL 300 E LEHIGH AVE PHILADELPHIA PA 19125 N/A PC BRIDGES FOR SCHOOLS PROGRAM 2000 WASHINGTON JESUIT ACADEMY 900 VARNUM ST NE WASHINGTON DC 20017 N/A PC BRIDGES FOR SCHOOLS PROGRAM 6000 WASHINGTON SCHOOL FOR GIRLS 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 N/A PC BRIDGES FOR SCHOOLS PROGRAM 3000 1188750 CATHOLIC CHARITIES OF DIOCESE OF ARLINGTON 200 N GLEBE RD ARLINGTON VA 22203 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 LEADERSHIP GREATER WASHINGTON 1602 L ST NW STE 950 WASHINGTON DC 20036 N/A PC LEADERBRIDGE - RISING LEADERS 8000 LITERACY COUNCIL OF FREDERICK COUNTY 110 E PATRICK ST FREDERICK VA 21701 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 MONTGOMERY COALITION FOR ADULT ENGLISH LITERACY 9210 CORPORATE BLVD STE 480 ROCKVILLE MD 20850 N/A PC ADULT ENGLISH LANGUAGE PROGRAMS 15000 MONTGOMERY COLLEGE FOUNDATION 9221 CORPORATE BLVD 3RD FLOOR ROCKVILLE MD 20850 N/A PC COLLEGE SUCCESS - SCALING UP ACHIEVING THE PROMISE ACADEMY PROGRAM COACHES TRAINING 30000 NASPA - CENTER FOR FIRST-GENERATION STUDENT SUCCESS 111 K ST NE 10TH FLOOR WASHINGTON DC 20002 N/A PC COLLEGE SUCCESS - FIRST-GENERATION STUDENT SUCCESS: A LANDSCAPE ANALYSIS AND STUDY 25000 OUR LADY OF MERCY SCHOOL 9222 KENTSDALE DR POTOMAC MD 20854 N/A PC BRIDGES FOR SCHOOLS PROGRAM 3000 SHE SHOULD RUN 80 M ST SE FLOOR 1 WASHINGTON DC 20003 N/A PC WOMEN AND GIRLS LEADERSHIP AND CIVIC ENGAGEMENT - PROMOTING PARTICIPATION: CREATING MOMENTUM FOR THE SIGNATURE CURRICULUM 15000 141000 14 26643 14 282756 18 -52 SETTLEMENT INCOME 14 32 CREDIT CARD REWARD REDEMPTION 01 1086 0 310465 0 310465 0 0 0 0 0 0 0 0 0 0 X X 1 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 452770053 500000 X 2 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 1000000 X 3 DOUGLAS SMITH 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 200388 X 4 DOUGLAS SMITH 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 200104 X 5 DOUGLAS SMITH 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 481254 X 6 DOUGLAS SMITH 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 125274 X 7 DOUGLAS SMITH 1050 CONNECTICUT AVE NW 500 WASHINGTON DC 20036 15410 X 3 1377 SHS OF PROCTER & GAMBLE 200388 2023-12-28 4 694 SHS OF AMGEN INC 200104 2023-12-28 5 1389 SHS OF BOSTON BEER COMPANY 481254 2023-12-29 6 2497 SHS OF INTEL CORP 125274 2023-12-29 7 33 SHS OF NORTHROP GRUMMAN 15410 2023-12-29 TAX PREPARATION FEES 7100 0 0 7100 SELECT SECTOR SPDR TR FINANCIAL 15,425.788 SH. FMV 580010 580010 MATERIALS SELECT SECTOR SPDR 1,821.137 SH FMV 155780 155780 HEALTH CARE SELECT SECTOR SPDR 5,894.485 SH. FMV 803890 803890 CONSUMER STAPLES SELECT SECTOR SPDR 6,008.822 SH. FMV 432815 432815 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 4,374.101 SH. FMV 782133 782133 INDUSTRIAL SELECT SECTOR SPDR FUND 5,311.311 SH. FMV 605436 605436 SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS 14,462.877 SH. FMV 2783815 2783815 UTILITIES SELECT SECTOR SPDR FUND 2,185.098 SH. FMV 138382 138382 SELECT SECTOR SPDR TR RL EST SEL SEC 2,384.780 SH. FMV 95534 95534 VANGUARD S&P 500 ETF 10,916 SH. FMV 4768109 4768109 PAYROLL PROCESSING 4791 0 0 4791 INSURANCE 2512 0 0 2512 ASSOCIATION DUES 3100 0 0 3100 OFFICE EXPENSES 9458 0 0 9709 TELEPHONE 465 0 0 443 MEMBERSHIP FEES 513 0 0 505 FILING FEES 512 0 0 693 SETTLEMENT INCOME 32 32 32 CREDIT CARD REWARD REDEMPTION 1086 1086 CHANGE IN UNREALIZED GAIN ON INVESTMENTS 2257957 TRADEMARK REGISTRATION FEES 4680 0 0 4680 PROGRAM CONSULTANTS 55090 0 0 54649 FEDERAL EXCISE TAX 14875 0 0 14875