2024-11-05T14:29:31-06:00 2023-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990PF 2023-01-01 522284478 S & R Foundation S&RF 3017049529 1623 28th Street NW Washington DC 20007 Sachiko Kuno President 3017049529 2024-10-04 1 1 Jennica Jardine Whitfield CPA P01379267 7036422700 2023 2024-10-15 13:58:12Z X 95635244 X X 9 9 9 1307544 1307544 1307544 21346 21346 21346 21346 -1112962 43204295 0 7457 583314 583314 583314 799251 1912213 1919670 0 0 0 0 239791 0 0 0 39882 0 0 0 20584 0 0 20584 77700 38850 0 38850 497519 206258 0 291261 532955 0 0 0 140943 0 0 75476 447217 0 447217 270125 0 0 270125 14574 0 0 14574 308193 0 0 308193 2589483 245108 447217 1019063 2137296 2137296 4726779 245108 447217 3156359 -3927528 1667105 1472453 1081210 312291 312291 22601 22611 22611 4055 11833 4055 4055 2597997 0 2500756 2597997 2597997 30450617 38548338 38548338 12518357 19688366 19688366 17966571 6021232 6170990 31368509 3077913 28710392 28290596 28290596 93262337 95485486 95635244 30909 23646 2718543 1959983 3593 5507 8770225 8770225 14853 19670 11538123 10779031 X 81724214 84706455 81724214 84706455 93262337 95485486 81724214 -3927528 7029784 84826470 120015 84706455 Charles Schwab 277778 301836 -24058 -24058 Charles Schwab 2259047 2454700 -195653 -195653 Goldman Sachs 150202 138059 12143 12143 Goldman Sachs 811310 872039 -60729 -60729 JP Morgan 765597 746225 19372 19372 JP Morgan 38822078 39804398 -982320 -982320 Capital Gains Dividends P 118283 118283 118283 -1112962 7457 23173 0 23173 0 23173 28160 0 0 0 28160 463 4524 4524 0 0 0 0 0 0 0 0 0 0 0 1 1 DC MD NY VA 1 1 0 1 0 1 sandrfoundation.org The Foundation 3017049529 1623 28th Street NW Washington DC 20007 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Sachiko Kuno 1623 28th St NW Washington DC 20007 President 20.00 0 0 0 Marianne F Chaconas 1623 28th St NW Washington DC 20006 Vice President 5.00 0 0 0 Douglas W Charnas 1275 Pennsylvania Ave NW Suite 420 Washington DC 20004 Secretary/Treasurer 6.00 0 0 0 NONE 0 NONE 0 Social impact programs to develop young artists and musicians. 219202 Financial support for individuals and institutions to develop young artists and musicians. 97797 Renovation of Fillmore School facilities. 44670 Repairs and maintenance to 1816 Jefferson Place property. 3400 48070 61362138 536143 32852158 94750439 0 0 94750439 1421257 93329182 4666459 X 3156359 48070 3204429 X 1472453 1809598 245836 114502 3642389 1251585 1538158 208961 97327 3096031 3204429 6838314 162187 927647 11132577 0 0 0 0 0 3204429 6838314 162187 927647 11132577 0 0 3110973 2977325 1428435 1375797 8892530 0 0 0 0 Sachiko Kuno Dr Sachiko Kuno 1623 28th Street NW Washington DC 20007 2022986007 i.johnson@sandr.org Entry must be submitted in writing. The form is available through a link on the Foundation's website and should include: the entrant's biography and picture essay of 250-500 words detailing how the awardee would advance the mission of the Foundation; sample photograph or recording of the entrant's work; and two references from recognized authorities or professionals in the entrant's discipline. The deadline varies each year. Applications for the 2023 award were due on April 30, 2023. Entrants must be at least 18 years old and not enrolled or finishing work in a degree-granting program, and must not have received an advanced level of recognition for their work. 100 Reporters 1440 G Street NW 8th Floor Washington DC 20005 To fund charitable activities. 50000 Anti-Defamation League (ADL) 605 Third Avenue New York NY 10158 To fund charitable activities. 10000 Arena Stage 1101 6th Street SW Washington DC 20024 To fund charitable activities. 10000 Coalition for Trust in Health & Science 529 Van Buren St NW Washington DC 20012 To fund charitable activities. 50000 Boys & Girls Clubs of Greater Washington 4103 Benning Rd NE Washington DC 20019 To fund charitable activities. 267004 Citizens Association of Georgetown 1058 30th St NW Washington DC 20007 To fund charitable activities. 10000 CityDance Inc 4000 Albemarle St NW 304 Washington DC 20016 To fund charitable activities. 25000 Denyce Graves Foundation 1050 Connecticut Ave NW Ste 500 Washington DC 20035 To fund charitable activities. 50000 Edens Community Enrichment Foundation 1221 Main St Columbia SC 29201 To fund charitable activities. 10000 Federal City Council 1156 15th St NW Ste 600 Washington DC 20005 To fund charitable activities. 15000 Friends of Kyoto University 1623 28th Street NW Washington DC 20007 To fund charitable activities. 100000 Georgetown Business Improvement District 1000 Potomac St NW 122 Washington DC 20007 To fund charitable activities. 10000 Georgetown Heritage 1000 Potomac St NW 122 Washington DC 20007 To fund charitable activities. 10000 Georgetown Main Street 1000 Potomac St NW 122 Washington DC 20007 To fund charitable activities. 2500 Global Citizens Initiative Inc 2 Sound View Dr Greemwich CT 06830 To fund charitable activities. 25000 Halcyon House 3400 Prospect St NW Washington DC 20007 To fund charitable activities. 500000 Imagination Stage 4908 Auburn Ave Bethesda MD 20814 To fund charitable activities. 5000 Inova Health Systems Foundation - Life With Cancer 1742 N St NW Washington DC 20036 To fund charitable activities. 15000 Japan Foundation 1700 Broadway 15th Floor New York NY 10019 To fund charitable activities. 7586 Japanese Americans Care Fund 4022-B Hummer Rd Annandale VA 22003 To fund charitable activities. 10000 Marie Curie Institute - King Baudouin Foundation 551 Fifth Avenue Suite 2400 New York NY 10176 To fund charitable activities. 10000 Kizuna Across Cultures 1050 Connecticut Ave NW 6th Floor Washington DC 20001 To fund charitable activities. 20000 Kyoto University 1623 28th Street NW Washington DC 20007 To fund charitable activities. 20206 LearnServe PO Box 6203 Washington DC 20015 To fund charitable activities. 25000 Marthas Table 2375 Elvans Rd SS Washington DC 20020 To fund charitable activities. 50000 Mike and Maureen Mansfield Foundation 1156 15th Street NW Suite 1105 Washington DC 20005 To fund charitable activities. 28000 MKY Entertainment Group PO Box 282 Mount Ranier MD 20712 To support artistic activities. 15250 Mt Zion Female Union Band Historic Memorial Park 1301 K Street NW Suite 500 East Washington DC 20005 To fund charitable activities. 10000 Mt Zion United Methodist Church 1334 29th St NW Washington DC 20007 To fund charitable activities. 10000 Nancy Bannon 300 Tilden St NW 502 Washington DC 20008 To support artistic activities. 15250 National Archives Foundation 700 Pennsylvania Ave NW Suite G12 Washington DC 20408 To fund charitable activities. 5000 National Cherry Blossom Festival Inc 1275 K Street NW Suite 1000 Washington DC 20005 To fund charitable activities. 20000 New Orchestra of Washington 15800 Crabbs Branch Way Suite 300 Rockville MD 20855 To fund charitable activities. 25000 Oak Hill Cemetery Foundation 3001 R Street NW Washington DC 20007 To fund charitable activities. 10000 Robert J Priore 3369 18th St NW Basement Washington DC 20010 To support artistic activities. 15750 Robin Bell 1325 185h St NW Apt 309 Washington DC 20036 To support artistic activities. 15750 Spark The Journey 609 H Street NE Apt 500 Washington DC 20002 To fund charitable activities. 10000 Springsong Museum 10620 S Dunmoor Dr Silver Spring MD 20901 To fund charitable activities. 25000 STABLE 336 Randolph Place NE Washington DC 20002 To fund charitable activities. 37000 The Barack Obama Foundation PO Box 779056 Chicago IL 60677 To fund charitable activities. 10000 The Ellington Fund 3500 R Street NW Washington DC 20007 To fund charitable activities. 25000 The Henry L Stimson Center 1211 Connecticut Ave NW 8th Floor Washington DC 20036 To fund charitable activities. 250000 The L'Enfant Trust 1307 New Hampshire Ave NW Suite 400 Washington DC 20036 To fund charitable activities. 10000 The Nicholson Project 2310 Nicholson Street SE Washington DC 20020 To fund charitable activities. 3000 The Phillips Collection 1600 21st Street NW Washington DC 20009 To fund charitable activities. 25000 The Washington Chorus 4301 Connecticut Avenue NW 360 Washington DC 20008 To fund charitable activities. 10000 THIS for Diplomats 1250 H Street NW Suite 300 Washington DC 20005 To fund charitable activities. 10000 Transformer Inc 1404 P Street NW Washington DC 20005 To fund charitable activities. 15000 Trust for the National Mall 1730 Pennsylvania Avenue NW Suite 240 Washington DC 20006 To fund charitable activities. 10000 Tudor Place Foundation 1670 31st Street NW Washington DC 20007 To fund charitable activities. 50000 US-Japan Council 1819 L Street NW Suite 200 Washington DC 20036 To fund charitable activities. 25000 US JET Program Alumni Association 2520 Massachusetts Ave Washington DC 20008 To fund charitable activities. 10000 Vital Voices 1625 Massachusetts Avenue NW 3rd Floor Washington DC 20036 To fund charitable activities. 50000 Washington Japanese Language School 4900 Strathmore Ave Garrett Park MD 20896 To fund charitable activities. 10000 Washington National Opera 6925 Willow St NW Washington DC 20012 To fund charitable activities. 60000 Wolf Trap 1645 Trap Road Vienna VA 22182 To fund charitable activities. 10000 Woolly Mammoth Theatre Company 641 D Street NW Washington DC 20004 To fund charitable activities. 5000 2137296 0 14 9 14 1307544 21346 14 583314 18 -1112962 0 777905 21346 799251 5 Rental income on properties held for historic preservation. 0 0 0 0 0 0 0 0 0 0 Accounting 77700 38850 0 38850 WEBSITE 2011-09-16 28800 28800 SL 3.000000000000 0 0 0 LIGHTING 2010-03-12 5088 5088 SL 3.000000000000 0 0 0 COMPUTER FOR KATE 2013-06-13 1858 1858 SL 5.000000000000 0 0 0 COMPUTER FOR MAKI AND LEO 2013-06-13 3714 3714 SL 5.000000000000 0 0 0 LAPTOP FOR KANAKO SAEKI 2011-07-13 1772 1772 SL 5.000000000000 0 0 0 COMPUTER SHOWCASE 2012-10-13 1693 1693 SL 5.000000000000 0 0 0 MICROPHONE 2007-09-13 1336 1336 SL 5.000000000000 0 0 0 OFFICE FURNITURE 2014-06-18 84460 84460 SL 7.000000000000 0 0 0 FURNITURE FOR UPSTAIRS OFFICES 2003-06-15 12683 12683 SL 7.000000000000 0 0 0 DESK FOR KYOTO UNIVERSITY INTERNS 2015-07-22 448 448 SL 7.000000000000 0 0 0 FILLMORE BUILDING 2006-09-15 4524372 879742 SL 39.000000000000 116010 0 116010 FILLMORE_CARPET 2009-08-15 3800 1012 SL 27.500000000000 138 0 138 FILLMORE LAND 2006-09-15 12001208 L 0 0 0 TECH_COMPUTERS 2010-09-15 500 500 SL 3.000000000000 0 0 0 TECH_FURNITURE 2010-09-15 7295 7295 SL 7.000000000000 0 0 0 RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE 2001-01-17 3368 732 SL 27.500000000000 122 0 122 PROFESSIONAL SERVICES FOR JUNE 2001-01-17 21314 4650 SL 27.500000000000 775 0 775 INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 2001-01-17 5000 1092 SL 27.500000000000 182 0 182 FILLMORE PROJECT 2001-01-17 54501 11892 SL 27.500000000000 1982 0 1982 GEOTECHNICAL ENGINEERING 2001-01-17 4000 870 SL 27.500000000000 145 0 145 BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS 2001-01-17 8956 1956 SL 27.500000000000 326 0 326 FILLMORE RENOVATION - AUGUST 2001-01-17 22558 4920 SL 27.500000000000 820 0 820 GEOTECHNICAL ENGINEERING INVESTIGATION 2001-01-17 13681 2982 SL 27.500000000000 497 0 497 LANDSCAPE DESIGN FOR FILLMORE 2001-01-17 15483 3378 SL 27.500000000000 563 0 563 LANDSCAPE DESIGN FOR FILLMORE 2001-01-17 4652 1014 SL 27.500000000000 169 0 169 SCHEMATIC DESIGN 2001-01-17 18897 4122 SL 27.500000000000 687 0 687 ARCHITECT SERVICES FOR SEPTEMBER 2001-01-17 60071 13104 SL 27.500000000000 2184 0 2184 FILLMORE PERMIT PROCESSING 2001-01-17 1363 300 SL 27.500000000000 50 0 50 LANDSCAPE ARCHITECT SERVICE 2001-01-17 17770 3876 SL 27.500000000000 646 0 646 GEOTECHNICAL ENGENEERING INVESTIGATION 2001-01-17 176 36 SL 27.500000000000 6 0 6 ARCHITECT FEES FOR OCTOBER 2001-01-17 29225 6378 SL 27.500000000000 1063 0 1063 DESIGNI DEVELOPMENT 2001-01-17 5305 1158 SL 27.500000000000 193 0 193 SERVICES AS PER NOVE 27 2016 2001-01-17 23708 5172 SL 27.500000000000 862 0 862 DESIGN DEVELOPMENT 2001-01-17 2126 462 SL 27.500000000000 77 0 77 ARCHITECT FEES FOR DECEMBER 2001-01-17 92772 20244 SL 27.500000000000 3374 0 3374 COMPUTER FOR EA 2016-02-25 1799 1799 SL 5.000000000000 0 0 0 COMPUTER FOR INCUBATOR 2016-08-21 2380 2380 SL 5.000000000000 0 0 0 COMPUTER FOR ALEX 2009-07-16 1884 1884 SL 5.000000000000 0 0 0 FRIDGE AND MICROWAVE 2016-06-13 666 666 SL 5.000000000000 0 0 0 LAPTOPS 2017-01-20 4407 4407 SL 5.000000000000 0 0 0 COMPUTER FOR MOLLY 2017-02-28 2155 2155 SL 5.000000000000 0 0 0 COMPUTER FOR NICOLE 2005-05-17 1565 1565 SL 5.000000000000 0 0 0 LAPTOP FOR DALE 2004-06-17 2093 2093 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - GLASSWARE 2002-03-17 2972 2972 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - TABLES 2002-03-17 3077 3077 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - DISHWASHER 2002-03-17 3169 3169 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - REFRIGERATOR 2002-03-17 1299 1299 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - TABLECLOTHS 2002-03-17 1249 1249 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - DISHWASHER RACKS 2002-03-17 592 592 SL 5.000000000000 0 0 0 EVENT EQUIPMENT - MUSIC STAND 2017-04-22 256 256 SL 5.000000000000 0 0 0 INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM IN DANCE 2010-09-17 20878 2809 SL 39.000000000000 535 0 535 2ND PAYMENT-INSTALLMENT FOR LIBERTY SPRUNG PANEL SYSTEM 2017-10-31 20878 2764 SL 39.000000000000 535 0 535 ARCHITECT FEES FOR JANUARY 2002-02-17 58373 8857 SL 39.000000000000 1497 0 1497 DESIGN DEVELOPMENT 2017-01-15 1383 210 SL 39.000000000000 35 0 35 TRANSPORTATION PLANNERS AND ENGINEERING FOR FILLMORE 2017-03-16 8510 1254 SL 39.000000000000 218 0 218 DEPOSIT TO ORDER WINDOWS 2003-08-17 150000 22435 SL 39.000000000000 3846 0 3846 FILLMORE RENOVATION 2003-08-17 225000 33653 SL 39.000000000000 5769 0 5769 FILLMORE RENOVATION 2004-07-17 265563 39152 SL 39.000000000000 6809 0 6809 FILLMORE RENOVATION 2017-04-30 288409 41905 SL 39.000000000000 7395 0 7395 FILLMORE RENOVATION 2017-06-30 375430 52943 SL 39.000000000000 9626 0 9626 FILLMORE RENOVATION 2017-05-31 251078 35945 SL 39.000000000000 6438 0 6438 FILLMORE RENOVATION 2017-06-30 405555 57194 SL 39.000000000000 10399 0 10399 FILLMORE RENOVATION 2017-08-31 426403 58309 SL 39.000000000000 10933 0 10933 FILLMORE RENOVATION 2017-09-30 558848 75227 SL 39.000000000000 14329 0 14329 FILLMORE RENOVATION 2017-10-31 415110 54994 SL 39.000000000000 10644 0 10644 FILLMORE RENOVATION 2017-11-30 96842 12622 SL 39.000000000000 2483 0 2483 FOUNDATION DESIGN SUPPORT AT FILLMORE 2017-01-30 235 36 SL 39.000000000000 6 0 6 PROJECT START-UP 2017-01-31 2500 379 SL 39.000000000000 64 0 64 FILLMORE RENOVATION 2003-08-17 51355 7682 SL 39.000000000000 1317 0 1317 FILLMORE RENOVATION 2017-03-31 33807 4985 SL 39.000000000000 867 0 867 FILLMORE RENOVATION 2017-04-30 48187 7004 SL 39.000000000000 1236 0 1236 FILLMORE RENOVATION 2017-05-31 75926 10871 SL 39.000000000000 1947 0 1947 FILLMORE RENOVATION 2017-06-30 50123 7068 SL 39.000000000000 1285 0 1285 FILLMORE RENOVATION 2017-07-31 46318 6435 SL 39.000000000000 1188 0 1188 FILLMORE RENOVATION 2017-08-31 118902 16261 SL 39.000000000000 3049 0 3049 FILLMORE RENOVATION 2017-09-30 52101 7014 SL 39.000000000000 1336 0 1336 FILLMORE RENOVATION 2017-10-31 37508 4970 SL 39.000000000000 962 0 962 FILLMORE RENOVATION 2017-11-30 22367 2918 SL 39.000000000000 574 0 574 FILLMORE RENOVATION 2017-12-31 59431 7620 SL 39.000000000000 1524 0 1524 FILLMORE RENOVATION 2017-12-31 20803 2665 SL 39.000000000000 533 0 533 FILLMORE RENOVATION 2018-02-01 11167 1406 SL 39.000000000000 286 0 286 FILLMORE RENOVATION 2018-02-08 9639 1215 SL 39.000000000000 247 0 247 FILLMORE RENOVATION 2018-04-12 2512 304 SL 39.000000000000 64 0 64 FILLMORE RENOVATION 2018-04-16 13245 1586 SL 39.000000000000 340 0 340 FILLMORE RENOVATION 2018-04-16 4613 551 SL 39.000000000000 118 0 118 FILLMORE RENOVATION 2018-04-16 12169 1456 SL 39.000000000000 312 0 312 FILLMORE RENOVATION 2018-05-15 10710 1283 SL 39.000000000000 275 0 275 FILLMORE RENOVATION 2018-06-13 11950 1403 SL 39.000000000000 306 0 306 FILLMORE RENOVATION 2018-06-15 6513 765 SL 39.000000000000 167 0 167 FILLMORE RENOVATION 2018-07-15 12441 1436 SL 39.000000000000 319 0 319 FILLMORE RENOVATION 2018-07-18 873 97 SL 39.000000000000 22 0 22 FILLMORE RENOVATION 2018-08-15 13264 1502 SL 39.000000000000 340 0 340 FILLMORE RENOVATION 2018-08-16 5380 598 SL 39.000000000000 138 0 138 FILLMORE RENOVATION 2018-08-29 10502 1166 SL 39.000000000000 269 0 269 FILLMORE RENOVATION 2018-08-31 55528 6171 SL 39.000000000000 1424 0 1424 FILLMORE RENOVATION 2018-08-31 22351 2483 SL 39.000000000000 573 0 573 FILLMORE RENOVATION 2018-09-05 9735 1083 SL 39.000000000000 250 0 250 FILLMORE RENOVATION 2018-09-05 792 87 SL 39.000000000000 20 0 20 FILLMORE RENOVATION 2018-09-12 16703 1855 SL 39.000000000000 428 0 428 FILLMORE RENOVATION 2018-09-14 5941 659 SL 39.000000000000 152 0 152 FILLMORE RENOVATION 2018-09-17 53948 5878 SL 39.000000000000 1383 0 1383 FILLMORE RENOVATION 2018-09-30 7896 859 SL 39.000000000000 202 0 202 FILLMORE RENOVATION 2018-10-02 500 55 SL 39.000000000000 13 0 13 FILLMORE RENOVATION 2018-10-03 4290 468 SL 39.000000000000 110 0 110 FILLMORE RENOVATION 2018-10-04 108396 11811 SL 39.000000000000 2779 0 2779 FILLMORE RENOVATION 2018-10-05 2352 255 SL 39.000000000000 60 0 60 FILLMORE RENOVATION 2018-10-17 1000 108 SL 39.000000000000 26 0 26 FILLMORE RENOVATION 2018-10-22 17001 1817 SL 39.000000000000 436 0 436 FILLMORE RENOVATION 2018-10-31 6273 671 SL 39.000000000000 161 0 161 FILLMORE RENOVATION 2018-11-01 8058 862 SL 39.000000000000 207 0 207 FILLMORE RENOVATION 2018-11-08 117885 12596 SL 39.000000000000 3023 0 3023 FILLMORE RENOVATION 2018-11-08 2285 246 SL 39.000000000000 59 0 59 FILLMORE RENOVATION 2018-11-13 2168 233 SL 39.000000000000 56 0 56 FILLMORE RENOVATION 2018-11-26 3070 323 SL 39.000000000000 79 0 79 FILLMORE RENOVATION 2018-11-30 10199 1070 SL 39.000000000000 262 0 262 FILLMORE RENOVATION 2018-12-04 4965 519 SL 39.000000000000 127 0 127 FILLMORE RENOVATION 2018-12-05 4903 514 SL 39.000000000000 126 0 126 FILLMORE RENOVATION 2018-12-19 132531 13592 SL 39.000000000000 3398 0 3398 FILLMORE RENOVATION 2018-12-20 9348 960 SL 39.000000000000 240 0 240 FILLMORE RENOVATION 2018-12-21 6966 716 SL 39.000000000000 179 0 179 Dance floor - Fillmore 2018-02-21 1705 1179 SL 7.000000000000 244 0 244 Office furniture - Fillmore 2018-05-24 1007 660 SL 7.000000000000 144 0 144 App- Hatch 2018-08-01 45000 45000 SL 3.000000000000 0 0 0 HP Elite computer 2018-09-28 1754 1754 SL 3.000000000000 0 0 0 FILLMORE RENOVATION 2019-01-31 8354 838 SL 39.000000000000 214 0 214 FILLMORE RENOVATION 2019-02-28 8403 825 SL 39.000000000000 215 0 215 FILLMORE RENOVATION 2019-03-31 6238 600 SL 39.000000000000 160 0 160 FILLMORE RENOVATION 2019-09-03 6270 537 SL 39.000000000000 161 0 161 FILLMORE RENOVATION 2019-03-04 2310 226 SL 39.000000000000 59 0 59 FILLMORE RENOVATION 2019-08-01 6270 550 SL 39.000000000000 161 0 161 FILLMORE RENOVATION 2019-07-01 6380 574 SL 39.000000000000 164 0 164 FILLMORE RENOVATION 2019-05-02 2970 279 SL 39.000000000000 76 0 76 FILLMORE RENOVATION 2019-06-04 6050 555 SL 39.000000000000 155 0 155 FILLMORE RENOVATION 2019-12-01 3190 253 SL 39.000000000000 82 0 82 FILLMORE RENOVATION 2019-11-01 4180 339 SL 39.000000000000 107 0 107 FILLMORE RENOVATION 2019-10-01 4180 348 SL 39.000000000000 107 0 107 FILLMORE RENOVATION 2019-02-18 17086 1679 SL 39.000000000000 438 0 438 FILLMORE RENOVATION 2019-02-28 39865 3918 SL 39.000000000000 1022 0 1022 FILLMORE RENOVATION 2019-06-27 12102 1085 SL 39.000000000000 310 0 310 FILLMORE RENOVATION 2019-08-02 44179 3871 SL 39.000000000000 1133 0 1133 FILLMORE RENOVATION 2019-08-02 72409 6345 SL 39.000000000000 1857 0 1857 FILLMORE RENOVATION 2019-10-01 13581 1131 SL 39.000000000000 348 0 348 FILLMORE RENOVATION 2019-11-07 113881 9247 SL 39.000000000000 2920 0 2920 FILLMORE RENOVATION 2019-01-10 100223 10280 SL 39.000000000000 2570 0 2570 FILLMORE RENOVATION 2019-01-18 160323 16101 SL 39.000000000000 4111 0 4111 FILLMORE RENOVATION 2019-05-02 2399 227 SL 39.000000000000 62 0 62 FILLMORE RENOVATION 2019-02-01 4785 481 SL 39.000000000000 123 0 123 Furnish 17 custom metal light fixture, Project request#4 2019-10-10 39605 18388 SL 7.000000000000 5658 0 5658 Light fixture 2019-07-10 20982 10490 SL 7.000000000000 2997 0 2997 Lighting Fixture 2019-07-19 18559 9058 SL 7.000000000000 2651 0 2651 Project 21806 2019-07-31 3887 342 SL 39.000000000000 100 0 100 Project 21806 2019-06-30 9124 819 SL 39.000000000000 234 0 234 Project 21806 2019-09-30 2654 221 SL 39.000000000000 68 0 68 Project 21806 2019-08-31 3846 330 SL 39.000000000000 99 0 99 Project 21806 2019-07-18 16632 1456 SL 39.000000000000 426 0 426 Project 21806 2019-10-21 39643 3217 SL 39.000000000000 1016 0 1016 Project 21806 2019-05-02 30249 2845 SL 39.000000000000 776 0 776 Project 15-032D-DC 2019-01-30 2421 243 SL 39.000000000000 62 0 62 Project 15-032D-DC 2019-02-21 2873 283 SL 39.000000000000 74 0 74 Project 15-032D-DC 2019-03-18 2466 236 SL 39.000000000000 63 0 63 Project 15-032D-DC 2019-03-18 1343 128 SL 39.000000000000 34 0 34 Project 15-032D-DC 2019-05-14 1055 99 SL 39.000000000000 27 0 27 Project 15-032D-DC 2019-10-09 3035 253 SL 39.000000000000 78 0 78 Project 15-032D-DC 2019-10-24 1450 117 SL 39.000000000000 37 0 37 Hatch Technologies 2019-04-16 7500 7500 SL 3.000000000000 0 0 0 Hatch Technologies 2019-04-22 3000 3000 SL 3.000000000000 0 0 0 Fillmore Renovation 2020-01-02 3355 258 SL 39.000000000000 86 0 86 Fillmore Renovation 2020-02-04 119055 8904 SL 39.000000000000 3053 0 3053 Fillmore Renovation 2020-03-06 1925 139 SL 39.000000000000 49 0 49 Fillmore Renovation 2020-03-20 52150 3677 SL 39.000000000000 1337 0 1337 Fillmore Renovation 2020-05-04 4400 301 SL 39.000000000000 113 0 113 Fillmore Renovation 2020-05-18 3531 235 SL 39.000000000000 91 0 91 Fillmore Renovation 2020-05-27 14869 984 SL 39.000000000000 381 0 381 Fillmore Renovation 2020-05-29 1590 106 SL 39.000000000000 41 0 41 Fillmore Renovation 2020-06-02 469 31 SL 39.000000000000 12 0 12 Fillmore Renovation 2020-06-05 1705 114 SL 39.000000000000 44 0 44 Fillmore Renovation 2020-06-19 1065 68 SL 39.000000000000 27 0 27 Fillmore Renovation 2020-07-01 35002 2243 SL 39.000000000000 897 0 897 Fillmore Renovation 2020-08-04 2063 128 SL 39.000000000000 53 0 53 Fillmore Renovation 2020-09-01 3190 191 SL 39.000000000000 82 0 82 Fillmore Renovation 2020-09-30 1432 83 SL 39.000000000000 37 0 37 Fillmore Renovation 2020-10-15 5112 295 SL 39.000000000000 131 0 131 Fillmore Renovation 2020-12-03 1100 58 SL 39.000000000000 28 0 28 Fillmore RENOVATION: tot lot 2021-11-01 20319 608 SL 39.000000000000 521 0 521 Manufacturing new swing gate 2022-11-16 4310 13 SL 27.500000000000 157 0 157 FORM Garden Design + Landscape Architecture 2022-12-09 5719 17 SL 27.500000000000 208 0 208 Fillmore Renovation 2023-02-14 5370 SL 39.000000000000 126 0 126 Fillmore Renovation 2023-02-21 5470 SL 39.000000000000 117 0 117 1816 Jefferson Place Building 2018-07-20 2307674 379361 SL 27.500000000000 83915 0 83915 1816 Jefferson Place Land 2018-07-20 3652562 L 0 0 0 1816 Jefferson furniture 2019-08-15 1231 352 SL 7.000000000000 176 0 176 1816 Jefferson improvements-2019 2019-12-05 90049 9961 SL 27.500000000000 3275 0 3275 1816 Jefferson Place-AV Equipment-2019 2019-12-06 80440 22982 SL 7.000000000000 11491 0 11491 1816 Jefferson Place-Elevator-2019 2019-12-12 5362 917 SL 15.000000000000 357 0 357 1816 Jefferson Place-Elevator Improvement-2020 2020-02-06 5362 714 SL 15.000000000000 357 0 357 1816 Jefferson Place-General Contractor 2020-02-20 50621 6750 SL 15.000000000000 3375 0 3375 1816 Jefferson Security System-2020 2020-10-30 3090 882 SL 7.000000000000 441 0 441 1816 Jefferson-Furniture 2020 2020-01-31 17534 5010 SL 7.000000000000 2505 0 2505 1816 Jefferson Furniture QWRK-2020 2020-02-29 11595 3312 SL 7.000000000000 1656 0 1656 1816 Jefferson Datawatch system 2021-12-15 3674 796 SL 5.000000000000 735 0 735 1816 Jefferson Post Footings 2023-01-23 3400 SL 27.500000000000 113 0 113 Spring Grove (Building) 2017-09-12 874217 168222 SL 27.500000000000 31790 0 31790 Spring Grove Land 2017-09-12 887606 L 0 0 0 Spring Grove Furniture-2017 2017-09-12 19000 11961 SL 7.000000000000 2714 0 2714 Spring Grove Furniture-2017 2017-09-27 5558 3499 SL 7.000000000000 794 0 794 Spring Grove Clock-2018 2018-02-23 6573 1878 SL 7.000000000000 939 0 939 Spring Grove Chandelier-2018 2018-03-01 19680 5622 SL 7.000000000000 2811 0 2811 Spring Grove Chimney-2018 2018-07-03 4900 794 SL 27.500000000000 178 0 178 Spring Grove Furniture-2018 2018-11-15 9554 2730 SL 7.000000000000 1365 0 1365 Spring Grove Chimney-2019 2019-09-08 10500 1157 SL 27.500000000000 382 0 382 Spring Grove Renovation-2020 2020-10-30 8950 1194 SL 15.000000000000 597 0 597 Spring Grove Brick Installation-2020 2020-10-20 1801 240 SL 15.000000000000 120 0 120 Spring Grove Masonry Restoration 2021-08-27 5375 477 SL 15.000000000000 358 0 358 Spring Grove Masonry Restoration 2021-10-18 2735 212 SL 15.000000000000 182 0 182 Collections 2022-03-01 11772 NC 0.000000000000 0 0 0 Collections 2023-07-12 13180 NC 0.000000000000 0 0 0 Copper Roof & Repairs 2022-04-22 8994 154 SL 39.000000000000 231 0 231 Post and concrete slab 2022-12-15 5500 17 SL 27.500000000000 200 0 200 Ownership of controlled entities 990-PF, Page 5, Part VI-A, Line 11 1816 Jefferson Place, LLC84-45089791623 28th St NWWashington, DC 2000719370 Spring Grove, LLC52-22844781623 28th St NWWashington, DC 20007 Corporate Bonds 19688366 19688366 Corporate Stock 38548338 38548338 Cash and sweep funds FMV 1327642 1327642 Alternative Assets FMV 2883836 2883836 Misfit Foods FMV 160336 160336 Hatch Technologies FMV 115649 115649 Localized, Inc. FMV 106847 106847 MiCAN Technology FMV 46128 46128 Artlogue Inc FMV 46473 46473 Solstice Initiative Inc FMV 250000 250000 Saka No Tochu FMV 466437 466437 Sustain VC Impact Fund FMV 617884 767642 WEBSITE 28800 28800 0 0 LIGHTING 5088 5088 0 0 COMPUTER FOR KATE 1858 1858 0 0 COMPUTER FOR MAKI AND LEO 3714 3714 0 0 LAPTOP FOR KANAKO SAEKI 1772 1772 0 0 COMPUTER SHOWCASE 1693 1693 0 0 MICROPHONE 1336 1336 0 0 OFFICE FURNITURE 84460 84460 0 0 FURNITURE FOR UPSTAIRS OFFICES 12683 12683 0 0 DESK FOR KYOTO UNIVERSITY INTERNS 448 448 0 0 FILLMORE BUILDING 4524372 995752 3528620 3528620 FILLMORE_CARPET 3800 1150 2650 2650 FILLMORE LAND 12001208 0 12001208 12001208 TECH_COMPUTERS 500 500 0 0 TECH_FURNITURE 7295 7295 0 0 RETAINER FOR ENGINEERING & SURVEY SERVICES AT FILLMORE 3368 854 2514 2514 PROFESSIONAL SERVICES FOR JUNE 21314 5425 15889 15889 INITIAL PAYMENT AS PER PROPOSAL NO 16059-030 5000 1274 3726 3726 FILLMORE PROJECT 54501 13874 40627 40627 GEOTECHNICAL ENGINEERING 4000 1015 2985 2985 BOUNDARY/ TOPOGRAPHIC/ TREE/ UTILITY SURVEYS 8956 2282 6674 6674 FILLMORE RENOVATION - 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Fillmore 1705 1423 282 282 Office furniture - Fillmore 1007 804 203 203 App- Hatch 45000 45000 0 0 HP Elite computer 1754 1754 0 0 FILLMORE RENOVATION 8354 1052 7302 7302 FILLMORE RENOVATION 8403 1040 7363 7363 FILLMORE RENOVATION 6238 760 5478 5478 FILLMORE RENOVATION 6270 698 5572 5572 FILLMORE RENOVATION 2310 285 2025 2025 FILLMORE RENOVATION 6270 711 5559 5559 FILLMORE RENOVATION 6380 738 5642 5642 FILLMORE RENOVATION 2970 355 2615 2615 FILLMORE RENOVATION 6050 710 5340 5340 FILLMORE RENOVATION 3190 335 2855 2855 FILLMORE RENOVATION 4180 446 3734 3734 FILLMORE RENOVATION 4180 455 3725 3725 FILLMORE RENOVATION 17086 2117 14969 14969 FILLMORE RENOVATION 39865 4940 34925 34925 FILLMORE RENOVATION 12102 1395 10707 10707 FILLMORE RENOVATION 44179 5004 39175 39175 FILLMORE RENOVATION 72409 8202 64207 64207 FILLMORE RENOVATION 13581 1479 12102 12102 FILLMORE RENOVATION 113881 12167 101714 101714 FILLMORE RENOVATION 100223 12850 87373 87373 FILLMORE RENOVATION 160323 20212 140111 140111 FILLMORE RENOVATION 2399 289 2110 2110 FILLMORE RENOVATION 4785 604 4181 4181 Furnish 17 custom metal light fixture, Project request#4 39605 24046 15559 15559 Light fixture 20982 13487 7495 7495 Lighting Fixture 18559 11709 6850 6850 Project 21806 3887 442 3445 3445 Project 21806 9124 1053 8071 8071 Project 21806 2654 289 2365 2365 Project 21806 3846 429 3417 3417 Project 21806 16632 1882 14750 14750 Project 21806 39643 4233 35410 35410 Project 21806 30249 3621 26628 26628 Project 15-032D-DC 2421 305 2116 2116 Project 15-032D-DC 2873 357 2516 2516 Project 15-032D-DC 2466 299 2167 2167 Project 15-032D-DC 1343 162 1181 1181 Project 15-032D-DC 1055 126 929 929 Project 15-032D-DC 3035 331 2704 2704 Project 15-032D-DC 1450 154 1296 1296 Hatch Technologies 7500 7500 0 0 Hatch Technologies 3000 3000 0 0 Fillmore Renovation 3355 344 3011 3011 Fillmore Renovation 119055 11957 107098 107098 Fillmore Renovation 1925 188 1737 1737 Fillmore Renovation 52150 5014 47136 47136 Fillmore Renovation 4400 414 3986 3986 Fillmore Renovation 3531 326 3205 3205 Fillmore Renovation 14869 1365 13504 13504 Fillmore Renovation 1590 147 1443 1443 Fillmore Renovation 469 43 426 426 Fillmore Renovation 1705 158 1547 1547 Fillmore Renovation 1065 95 970 970 Fillmore Renovation 35002 3140 31862 31862 Fillmore Renovation 2063 181 1882 1882 Fillmore Renovation 3190 273 2917 2917 Fillmore Renovation 1432 120 1312 1312 Fillmore Renovation 5112 426 4686 4686 Fillmore Renovation 1100 86 1014 1014 Fillmore RENOVATION: tot lot 20319 1129 19190 19190 Manufacturing new swing gate 4310 170 4140 4140 FORM Garden Design + Landscape Architecture 5719 225 5494 5494 Fillmore Renovation 5370 126 5244 5244 Fillmore Renovation 5470 117 5353 5353 1816 Jefferson Place Building 2307674 463276 1844398 1844398 1816 Jefferson Place Land 3652562 0 3652562 3652562 1816 Jefferson furniture 1231 528 703 703 1816 Jefferson improvements-2019 90049 13236 76813 76813 1816 Jefferson Place-AV Equipment-2019 80440 34473 45967 45967 1816 Jefferson Place-Elevator-2019 5362 1274 4088 4088 1816 Jefferson Place-Elevator Improvement-2020 5362 1071 4291 4291 1816 Jefferson Place-General Contractor 50621 10125 40496 40496 1816 Jefferson Security System-2020 3090 1323 1767 1767 1816 Jefferson-Furniture 2020 17534 7515 10019 10019 1816 Jefferson Furniture QWRK-2020 11595 4968 6627 6627 1816 Jefferson Datawatch system 3674 1531 2143 2143 1816 Jefferson Post Footings 3400 113 3287 3287 Spring Grove (Building) 874217 200012 674205 674205 Spring Grove Land 887606 0 887606 887606 Spring Grove Furniture-2017 19000 14675 4325 4325 Spring Grove Furniture-2017 5558 4293 1265 1265 Spring Grove Clock-2018 6573 2817 3756 3756 Spring Grove Chandelier-2018 19680 8433 11247 11247 Spring Grove Chimney-2018 4900 972 3928 3928 Spring Grove Furniture-2018 9554 4095 5459 5459 Spring Grove Chimney-2019 10500 1539 8961 8961 Spring Grove Renovation-2020 8950 1791 7159 7159 Spring Grove Brick Installation-2020 1801 360 1441 1441 Spring Grove Masonry Restoration 5375 835 4540 4540 Spring Grove Masonry Restoration 2735 394 2341 2341 Collections 11772 0 11772 11772 Collections 13180 0 13180 13180 Copper Roof & Repairs 8994 385 8609 8609 Post and concrete slab 5500 217 5283 5283 Legal 20584 0 0 20584 Write-down of investment value 120015 Bank fees 8040 0 0 8040 Events 153740 0 0 153740 Insurance 77724 0 0 77724 Licenses and fees 2067 0 0 2067 Office expenses 19469 0 0 19469 Website & IT costs 21082 0 0 21082 Advertising 9465 0 0 9465 Music and Instruments 8215 0 0 8215 Gifts and Contributions 8391 0 0 8391 Interest on note receivable 498904 498904 498904 Investment distributions 102579 102579 102579 Other income 11574 11574 11574 Passthrough income -29743 -29743 -29743 Unrealized gain on investments 7029784 Security Deposit 14853 19670 Consulting 291261 0 0 291261 Investment fees 206258 206258 0 0 Property Tax 75476 0 0 75476 Federal Excise Tax 65467 0 0 0