2024-05-14T10:10:23-05:00 2023-12-31 541487262 MATTHEWS CARTER & BOYCE 12500 FAIR LAKES CIRCLE SUITE 260 FAIRFAX VA 22033 990PF 2023-01-01 541851621 MORRISSETTE FAMILY FOUNDATION INC (FKA ARTHUR E & CLARA M MORRISSETTE FDN) MORR 7035692121 5801 ROLLING ROAD SPRINGFIELD VA 22152 KENNETH MORRISSETTE SECRETARY/TREASURER/DIRECTOR 7035692121 2024-05-13 1 KENNETH MORRISSETTE 999009999 0 JUDE J COVAS P00067263 7032183600 2024-05-10 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4932463 X X 133223 133223 -9127 598557 0 124096 133223 0 0 0 3665 3665 0 23746 23746 0 4266 198 0 25 25 0 31702 27634 0 245902 245902 277604 27634 245902 -153508 105589 37333 126548 126548 1382761 1255689 2889747 1697497 1583206 1453270 334851 333491 462898 3452442 3298934 4932463 0 0 X 0 0 0 0 3452442 3298934 3452442 3298934 3452442 3298934 3452442 -153508 0 3298934 0 3298934 50 ELEVANCE HEALTH INC P 2022-12-08 2023-06-08 23233 26502 -3269 -3269 600 FORTINET INC P 2023-06-08 2023-12-06 31489 41059 -9570 -9570 75 THERMO FISHER SCNTFC P 2023-06-08 2023-11-08 34183 38880 -4697 -4697 175 TRACTOR SUPPLY COMP P 2023-06-08 2023-11-28 34711 38497 -3786 -3786 75 BLACKROCK INC P 2021-03-09 2023-06-08 50579 53873 -3294 -3294 25 BLACKROCK INC P 2022-01-11 2023-06-08 16860 21844 -4984 -4984 800 CHARLES SCHWAB CORP P 2022-02-10 2023-06-08 43917 75113 -31196 -31196 100 CHARLES SCHWAB CORP P 2022-05-23 2023-06-08 5490 6465 -975 -975 100 EDWARDS LIFESCIENCES P 2019-01-24 2023-11-28 6655 5620 1035 1035 300 EDWARDS LIFESCIENCES P 2019-10-15 2023-11-28 19965 22814 -2849 -2849 200 FIVE BELOW P 2018-01-04 2023-11-28 38006 14312 23694 23694 14000 HOWMET AEROSPAC 5.125%24 P 2016-08-17 2023-03-29 14110 14907 -797 -797 20000 HOWMET AEROSPAC 5.125%24 P 2016-08-17 2023-09-28 20000 21295 -1295 -1295 48000 HOWMET AEROSPAC 5.125%24 P 2016-08-17 2023-12-29 48000 51108 -3108 -3108 0.93 KENVUE INC P 2020-06-30 2023-08-25 22 16 6 6 46.58 KENVUE INC P 2014-05-14 2023-11-08 896 586 310 310 45.64 KENVUE INC P 2020-06-30 2023-11-08 877 790 87 87 100000 LABORATORY CORP OF P 2019-12-30 2023-11-01 100000 106220 -6220 -6220 50 MASTERCARD INC P 2012-01-05 2023-03-07 18358 1766 16592 16592 225 PAYCOM SOFTWARE INC P 2017-12-13 2023-11-08 37546 17852 19694 19694 200 WALT DISNEY CO P 2022-02-17 2023-10-24 16505 30772 -14267 -14267 100 WALT DISNEY CO P 2022-03-21 2023-10-24 8253 13812 -5559 -5559 139.76 KENVUE INC P 2011-05-11 2023-11-08 2687 1161 1526 1526 100 MICROSOFT CORP P 2011-05-23 2023-03-07 25624 2420 23204 23204 CAPITAL GAINS DIVIDENDS P 591 591 591 -9127 1468 0 1468 0 1468 4500 0 0 0 4500 0 3032 3032 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A KENNETH MORRISSETTE 7035692121 5801 ROLLING ROAD SPRINGFIELD VA 22152 0 0 0 0 0 0 0 0 1 2022 2021 2020 1 0 0 0 0 0 0 0 0 0 0 0 0 JOHN D MORRISSETTE 5801 ROLLING ROAD SPRINGFIELD VA 22152 DIRECTOR 0.25 0 0 0 DONALD J MORRISSETTE 5801 ROLLING ROAD SPRINGFIELD VA 22152 PRESIDENT/DIRECTOR 0.25 0 0 0 KENNETH MORRISSETTE 5801 ROLLING ROAD SPRINGFIELD VA 22152 SECRETARY/TREASURER/DIRECT 0.25 0 0 0 ARTHUR E MORRISSETTE IV 5801 ROLLING ROAD SPRINGFIELD VA 22152 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 4474808 108943 0 4583751 0 0 4583751 68756 4514995 225750 225750 1468 1468 224282 0 224282 0 224282 245902 0 245902 224282 246193 2021 2020 1979 0 245902 245902 0 0 0 0 0 0 0 1979 0 1979 291 224282 0 0 0 MORRISSETTE FAMILY FOUNDATION INC 5801 ROLLING ROAD SPRINGFIELD VA 22152 7032263295 BY LETTER WITH FULL DESCRIPTION OF CHARITY. NONE CHARITABLE ORGANIZATIONS IN VIRGINIA, MARYLAND AND THE DISTRICT OF COLUMBIA AFSP NATIONAL CAPITAL AREA CHAPTER 120 WALL STREET 29TH FLOOR NEW YORK NY 10005 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 ALAN F WOHLSTETTER SCHOLARSHIP FUND 5904 RICHMOND HWY SUITE 404 ALEXANDRIA VA 22303 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 AMERICAN CANCER SOCIETY PO BOX 22478 OKLAHOMA CITY OK 73123 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 ANNE ARUNDEL MEDICAL CENTER FOUNDATION 2001 MEDICAL PKWY ANNAPOLIS MD 21401 NONE PUBLIC CHARITY GENERAL PURPOSE 30000 ARTS FAIRFAX 2667 PROSPERITY AVE A FAIRFAX VA 22031 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 BOULDER CREST FOUNDATION 18370 BLUEMONT VILLAGE LN BLUEMONT VA 20135 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 BOWIE STATE UNIVERSITY 14000 JERICHO PARK RD BOWIE MD 20715 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 BREM FOUNDATION PO BOX 1891 PRINCE FREDERICK MD 20678 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE 101 WASHINGTON DC 20020 NONE PUBLIC CHARITY GENERAL PURPOSE 396 CLIFTON LIONS CLUB C/O JIM CHESLEY 7207 MAIN STREET CLIFTON VA 20124 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 COMMUNITY FOUNDATION FOR NORTHERN VIRGINIA 8283 GREENSBORO DR MCLEAN VA 22102 NONE PUBLIC CHARITY GENERAL PURPOSE 3100 ELLIE'S HATS 25050 RIDING PLAZA SOUTH RIDING VA 20152 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 FAIRFAX COUNTY PARK FOUNDATION 12055 GOVERNMENT CENTER PARKWAY SUITE 404 FAIRFAX VA 22030 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 FAIRFAX LIBRARY FOUNDATION 12000 GOVERNMENT CENTER PARKWAY SUITE 329 FAIRFAX VA 22035 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 FIREFIGHTERS FUND OF FAIRFAX COUNTY PO BOX 401 FAIRFAX VA 22038 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 GEORGE MASON PATRIOT CLUB 4400 UNIVERSITY DRIVE MS 3A5 FAIRFAX VA 22030 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 HONOR AND REMEMBER PO BOX 16834 CHESAPEAKE VA 23328 NONE PUBLIC CHARITY GENERAL PURPOSE 500 HOPE FOR THE DAY 4252 N CICERO AVE CHICAGO IL 60641 NONE PUBLIC CHARITY GENERAL PURPOSE 500 INOVA HEALTH FOUNDATION 8110 GATEHOUSE RD FALLS CHURCH VA 22042 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 JILL'S HOUSE 9011 LEESBURG PIKE VIENNA VA 22182 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES ST BALTIMORE MD 21218 NONE PUBLIC CHARITY GENERAL PURPOSE 20000 JUPITER MEDICAL CENTER FOUNDATION 1210 S OLD DIXIE HWY JUPITER FL 33458 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 KELLY FAUGHNAN FOUNDATION 13739 BALMORAL GREENS AVE CLIFTON VA 20124 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 KENTLAND VOLUNTEER FIRE DEPARTMENT 7701 LANDOVER RD LANDOVER MD 20785 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 MOVING & STORAGE INSTITUTE SCHOLARSHIP 2800 EISENHOWER AVENUE STE 200 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 NATIONAL AQUARIUM 501 E PRATT ST BALTIMORE MD 21202 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 NORTHERN VA CHAMBER OF COMMERCE FOUND 7900 WESTPARK DR A550 TYSONS VA 22102 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 NORTHERN VIRGINIA COMMUNITY COLLEGE 6699 SPRINGFIELD CENTER DR SPRINGFIELD VA 22150 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 NOTHERN VIRGINIA FAMILY SERVICES 10455 WHITE GRANITE DR OAKTON VA 22124 NONE PUBLIC CHARITY GENERAL PURPOSE 1500 NOVA TECHNOLOGY COUNCIL FOUNDATION 2214 ROCK HILL RD 300 HERNDON VA 20170 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 NORTHERN VIRGINIA TRANS ALLIANCE (NVTA) 8260 GREENSBORO DRIVE STE A-50 MCLEAN VA 22102 NONE PUBLIC CHARITY GENERAL PURPOSE 750 SAFESPOT PO BOX 148 FAIRFAX VA 22038 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 SECOND STORY PO BOX 694 DUNN LORING VA 22027 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 SPOOKSTOCK FOUNDATION 11951 FREEDOM DR STE 1260 RESTON VA 20190 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 4600 FAIRFAX DR 900 ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL PURPOSE 3800 STERLING VOLUNTEER FIRE DEPARTMENT PO BOX 651266 STERLING VA 20165 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 STERLING VOLUNTEER RESCUE SQUAD PO BOX 825443 PHILADELPHIA PA 19182 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 STOP SOLDIER SUICIDE 600 PARK OFFICES DRIVE SUITE 115 DURHAM NC 27709 NONE PUBLIC CHARITY GENERAL PURPOSE 1500 STUDIO THEATRE 1501 14TH ST NW WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 THE ALS ASSOCIATION 1300 WILSON BLVD SUITE 600 ARLINGTON VA 22209 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 THE KANE CENTER 3502 JOHN MCCORMACK RD NE WASHINGTON DC 20017 NONE PUBLIC CHARITY GENERAL PURPOSE 12000 THE LAMB CENTER 3160 CAMPBELL DR FAIRFAX VA 22031 NONE PUBLIC CHARITY GENERAL PURPOSE 2100 THE SALVATION ARMY WOMEN'S AUXILIARY 2626 PENNSYLVANIA AVE NW WASHINGTON DC 20037 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 TRUCKING CARES FOUNDATION 430 FIRST ST SE SUITE 100 WASHINGTON DC 20003 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 TRUSTAR YOUTH FOUNDATION 774A WALKER ROAD GREAT FALLS VA 22066 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 UNIVERSITY OF MD COLLEGE PARK FOUNDATION 4603 CALVERT RD COLLEGE PARK VA 20740 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 US GEOSPATIAL INTELLIGENCE FOUNDATION 13665 DULLES TECHNOLOGY DR 100 HERNDON VA 20171 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 WEST LANHAM HILLS VOLUNTEER FIRE DEPT PO BOX 1348 LANHAM MD 20706 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 WHITMAN-WALKER CLINIC INC 1525 14TH ST NW WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 WOLF TRAP FOUNDATION 1645 TRAP RD VIENNA VA 22182 NONE PUBLIC CHARITY GENERAL PURPOSE 7000 DIANE'S HOUSE MINISTRIES 2619 BLADENSBURG ROAD NE WASHINGTON DC 20018 NONE PUBLIC CHARITY GENERAL PURPOSE 500 CCWC PO BOX 2095 NEW YORK NY 10101 NONE PUBLIC CHARITY GENERAL PURPOSE 500 JUBILEE TO COLLEGE 1631 EUCLID ST NW P-5 WASHINGTON DC 20009 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 FOUNDATION FOR WORKFORCE MOBILITY 2001 K STREET NW 300 ARLINGTON VA 22204 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 NATIONAL PARK SERVICE 1100 OHIO DR SW WASHINGTON DC 20242 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 NDTA FOUNDATION 50 S PICKETT ST STE 220 ALEXANDRIA VA 22304 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 THE DONOVAN & BANK FOUNDATION PO BOX 1983 SOUTHERN PINES NC 28388 NONE PUBLIC CHARITY GENERAL PURPOSE 1250 MESSIAH UNITED METHODIST CHURCH 6215 ROLLING RD WEST SPRINGFIELD VA 22152 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 CHILDREN'S MINNESOTA FOUNDATION 5901 LINCOLN DRIVE EDINA MN 55436 NONE PUBLIC CHARITY GENERAL PURPOSE 506 GARY SINISE FOUNDATION PO BOX 40726 NASHVILLE TN 37204 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 DAVID M RUBENSTEIN ECW SCHOLARSHIP PGRM 1601 K STREET NW SUITE 210 WASHINGTON DC 20006 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 BURKE VOLUNTEER FIRE DEPARTMENT 9501 OLD BURKE LAKE RD BURKE VA 22015 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 HCAR CARES 8600 SNOWDEN RIVER PKWY STE 104 COLUMBIA MD 21045 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 FT MEADE ALLIANCE FOUNDATION 7467 RIDGE RD 220 HANOVER MD 21076 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 GREATER WASHINGTON EMPLOYEE RELOCATION COUNCIL PO BOX 23359 WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL PURPOSE 3500 AUSA - ASSN OF US ARMY 2425 WILSON BLVD ARLINGTON VA 22201 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 TD VICTORY FOUNDATION 11400 ROCKVILLE PIKE SUITE 505 ROCKVILLE MD 20852 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 DAAR - CARES 21720 RED RUM DRIVE 177 ASHBURN VA 20147 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 GCAAR CARES 15201 DIAMONDBACK DRIVE SUITE 100 ROCKVILLE MD 20850 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 NVAR CARES 8407 PENNELL STREET FAIRFAX VA 22031 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 PWAR CARES 9720 CAPITAL COURT SUITE 200 MANASSAS VA 20110 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 AACAR CARES 1521 RITCHIE HWY 300 ARNOLD MD 21012 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 245902 0 14 133223 14 18 -9127 0 124096 0 124096 4 FURTHERS THE FOUNDATION'S ABILITY TO MAKE CHARITABLE CONTRIBUTIONS 8 FURTHERS THE FOUNDATION'S ABILITY TO MAKE CHARITABLE CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3665 3665 0 CORPORATE BONDS 1583206 1453270 CORPORATE STOCK 1255689 2889747 OTHER SECURITIES AT COST 311389 440796 ACCRUED INTEREST & DIVIDEND AT COST 22102 22102 STATE REGISTRATION 25 25 0 INVESTMENT EXPENSES 23746 23746 0 FOREIGN TAX WITHHELD 198 198 0 TAXES 4068 0 0