2024-10-08T08:04:24-05:00 2023-12-31 541396098 SID SIMMONDS CPA LTD 6045 WILSON BLVD STE 200 ARLINGTON VA 222051546 990PF 2023-01-01 562402165 REINSCH PIERCE FAMILY FOUNDATION INC REIN 7039203600 2040 COLUMBIA PIKE ARLINGTON VA 22204 LOLA C REINSCH PRESIDENT 7039203600 2024-10-07 1 1 SIDNEY G SIMMONDS P00089514 7035330000 2024-10-07 2023 2024-10-15 13:58:12Z X 25352472 X 1950334 9495 9495 327432 327432 316851 1100580 316851 2604112 653778 0 0 0 7000 0 0 332 0 0 24073 0 0 2281 0 0 33686 0 0 2154034 2154034 2187720 0 2154034 416392 653778 176404 168401 168401 35040 33389 35040 35040 8737 5740 5740 15448263 15897310 24301827 1103930 1102963 813000 28464 28464 28464 16799187 17237918 25352472 7502 31236 7502 31236 X 0 0 0 0 16791685 17206682 16791685 17206682 16799187 17237918 16791685 416392 0 17208077 1395 17206682 FRANKLIN SMALL CAP GROWTH A P 2018-12-17 2023-12-31 516000 492143 23857 23857 SHELL PLC ADR P 2015-05-06 2023-03-07 44466 46809 -2343 -2343 SIMON PROPERTY GROUP P 2013-09-26 2023-06-05 21876 29566 -7690 -7690 SIMON PROPERTY GROUP P 2009-07-01 2023-06-05 234344 215211 19133 19133 CAPITAL GAINS DIVIDENDS P 283894 283894 283894 316851 9088 0 9088 0 9088 0 0 5600 0 5600 X 246 3734 0 0 0 0 0 0 0 0 0 0 0 1 VA 0 0 1 0 0 1 N/A GERALD MAROSEK 7039203600 2040 COLUMBIA PIKE ARLINGTON VA 22204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOLA C REINSCH 2040 COLUMBIA PIKE ARLINGTON VA 22204 TRUSTEE, PRESIDENT 2.00 0 0 0 SIDNEY G SIMMONDS 6045 WILSON BLVD STE 200 ARLINGTON VA 22205 TRUSTEE 0.10 0 0 0 GUY GOTTS 2040 COLUMBIA PIKE ARLINGTON VA 22204 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 THE FOUNDATION DOES NOT DIRECTLY PERFORM CHARITABLE ACTIVITIES, BUT PROVIDES GRANTS TO SUPPORT NUMEROUS CHARITABLE ORGANIZATIONS. THE FOUNDATION CONTRIBUTED TO 101 ORGANIZATIONS IN 2023. THE THREE LARGEST TO RECEIVE GRANTS IN 2023 WERE THE VHC HEALTH FOUNDATION $500,000, INOVA HEALTH FOUNDATION $500,000 AND MARYMOUNT UNIVERSITY $710,000. 0 0 22863765 13851 28464 22906080 0 0 22906080 343591 22562489 1128124 1128124 9088 9088 1119036 0 1119036 0 1119036 2154034 0 2154034 1119036 0 0 18502 357580 376082 2154034 0 0 0 1119036 1034998 0 0 1411080 0 0 0 0 0 0 0 1411080 18502 357580 1034998 LOLA C REINSCH LOLA C REINSCH 2040 COLUMBIA PIKE ARLINGTON VA 22204 7039203600 APPLICATIONS SHOULD BE WRITTEN, INCLUDE THE RECEPIENTS NAME ADDRESS AND CHARITABLE PURPOSE NONE NONE 1ST STAGE 1524 SPRING HILL ROAD TYSONS VA 22102 NONE SUPPORT COMMUNITY ARTS PROGRAMS 5000 ADOPTION COUNCILORG 431 N LEE STREET ALEXANDRIA VA 22314 NONE SUPPORT COMMUNITY OUTREACH / ASSIST YOUTH 1000 ALABASTER HOUSE PO BOX 5154 LAYTONSVILLE MD 20885 NONE SUPPORT COMMUNITY OUTREACH /DRUG AND ALCOHOL RECOVERY 732 AMERICAN FEDERALISM PROJECT 4056 N 41ST ST MCLEAN VA 22101 NONE SUPPORT STRONG PUBLIC POLICY AND FREE MARKET AMERICAN VALUES 500 AMERICAN FIRST POLICY INSTITUTE 1001 PENNSYLVANIA AVENUE NW SUITE 530 WASHINGTON DC 20004 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 2000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE SUPPORT MEDICAL RESEACH, PREVENTION AND CURE 3000 AMERICAN IDEAS INSTITUTE (THE AMERIAN CONSERVATIVE) 910 17TH STREET NW SUITE 400 WASHINGTON DC 20006 NONE SUPPORT STRONG PUBLIC POLICY AND FREE MARKET AMERICAN VALUES 1000 AMERICAN RED CROSS OF THE NATIONAL CAPITAL AREA 8550 ARLINGTON BOULEVARD FAIRFAX VA 22031 NONE SUPPORT COMMUNITY ASSISTANCE PROGRAMS FOR THE NEEDY 10000 ARENA STAGE THEATER 1101 SIXTH STREET SW WASHINGTON DC 20024 NONE SUPPORT PUBLIC ARTS IN THE COMMUNITY 27400 ARLINGTON ARTS 2100 CRYSTAL DR ARLINGTOPN VA 22202 NONE SUPPORT PUBLIC ACCESS TO THE ARTS 500 ARLINGTON CHAMBER OF COMMERCE 2009 14TH STREET N SUITE 100 ARLINGTON VA 22201 NONE SUPPORT COMMUNITY OUTREACH 1357 ARLINGTON FOOD ASISTANCE CENTER 2708 S NELSON STREET ARLINGTON VA 22206 NONE SUPPORT ASSISTANCE PROGRAMS FOR THE NEEDY 1000 ARLINGTON FREE CLINIC 2921 11TH STREET S ARLINGTON VA 22204 NONE SUPPORT COMMUNITY ASSISTANCE PROGRAMS FOR THE NEEDY 6000 ARLINGTON HISTORICAL SOCIETY 1805 SOUTH ARLINGTON RIDGE ROAD ARLINGTON VA 22202 NONE SUPPORT HISTORICAL RESEARCH, PUBLIC ARTS AND EDUCATION 500 ARTS FAIRFAX 2667 PROSPERITY AVE SUITE A FAIRFAX VA 22031 NONE SUPPORT PUBLIC ACCESS TO THE ARTS 1810 ARTS FOR THE AGING 9841 WASHINGTONIAN BLVD 200 GAITHERSBURG MD 20878 NONE SUPPORT COMMUNITY ARTS PROGRAMS 1500 BOYS & GIRLS CLUBS OF GREATER WASHINGTON 4103 BENNING ROAD NE WASHINGTON DC 20019 NONE SUPPORT COMMUNITY OUTREACH / ASSIST YOUTH 500 CANINE COMPANIONS 286 MIDDLE ISLAND ROAD MEDFORD NY 11763 NONE SUPPORT AND ASSIST NEEDY WITH SERVICE DOGS 500 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE SUPPORT COMMUNITY OUTREACH / ANIMAL ASSISTANCE FOR THE HANCICAPPED 1000 CHAMBER DANCE PROJECT 700 12TH STREET NW SUITE 700 WASHINGTON DC 20005 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 476 CLARE BOOTH LUCE FOUNDATION 112 ELDEN STREET HERNDON VA 20170 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 1000 CODE OF SUPPORT FOUNDATION 4220 KING STREET ALEXANDRIA VA 22302 NONE SUPPORT MILITARY / VETERANS ASSISTANCE 500 COLUMBIA PIKE REVITALIZATION ORGANIZATION (CPRO) 2611 COLUMBIA PIKE ARLINGTON VA 22204 NONE SUPPORT RESPONSIBLE COMMUNITY REVITALIZATION 5000 COMMONWEALTH CIRCLE 23 SESAME STREET RICHMOND VA 23235 NONE SUPPORT COMMUNITY OUTREACH THROUGH PUBLIC TELEVISION 250 COMPETETIVE ENTERPRISE INSTITUTE (CEI) 1310 L STREET NW 7TH FLOOR WASHINGTON DC 20005 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 1000 CONSTITUTING AMERICA 107 S WEST STREET 439 ALEXANDRIA VA 22314 NONE SUPPORT RESPONSIBLE PUBLIC POLICY 1000 CULPEPPER GARDEN 4435 N PERSHING DRIVE ARLINGTON VA 22203 NONE PROVIDE ASSISTANCE TO LOW-INCOME SENIORS 1000 DAVIDSON LAND CONSERVATORY 120 S MAIN STREET DAVIDSON NC 28036 NONE SUPPORT RESPONSIBLE PUBLIC ENVIRONMENTAL CONCERNS 6515 DELTA GAMMA FOUNDATION 3250 RIVERSIDE DRIVE COLUMBUS OH 43221 NONE SUPPORTS CHARITABLE ACTIVITIES 1000 DIANA DAVIS SPENCER FOUNDATION 3 BETHESDA METRO CENTER 118 BETHESDA MD 20814 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 500 DOORWAYS FOR WOMEN AND FAMILIES PO BOX 100185 ARLINGTON VA 22210 NONE SUPPORT ASSISTANCE PROGRAMS FOR THE NEEDY 1000 EMBASSY SERIES PO BOX 9871 WASHINGTON DC 20016 NONE SUPPORTS INTERNATIONAL EDUCATION AND CULTURAL EXCHANGE THROUGH MUSIC 2000 FALLS CHURCH ANGLICAN CHURCH 6565 ARLINGTON BOULEVARD FALLS CHURCH VA 22044 NONE CHARITABLE SUPPORT OF RELIGIOUS ORGANIZATIONS 1000 FEDERALIST SOCIETY (THE) 1776 I STREET NW SUITE 300 WASHINGTON DC 20006 NONE SUPPORT STRONG PUBLIC POLICY AND FREE MARKET AMERICAN VALUES 3000 FOODANDFRIENDSORG 19 RIGGS RD NE WASHINGTON DC 20011 NONE SUPPORT COMMUNITY OUTREACH / FOOD ASSISTANCE 1000 FORDS THEATER SOCIETY 514 TENTH STREET NW WASHINGTON DC 20004 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 25000 FREEDOM FOUNDATION PO BOX 1069 KENNETT SQUARE PA 19348 NONE SUPPORT CONSERVATIVE VALUES IN THE WORKPLACE 1000 GEORGE MASON UNIVERSITY LAW SCHOOL 3301 FAIRFAX DRIVE ARLINGTON VA 22201 NONE SUPPORT HIGHER EDUCATION 100000 GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE - MS 4CI FAIRFAX VA 22030 NONE SUPPORT HIGHER EDUCATION 8000 GEORGE WASHINGTON'S MOUNT VERNON 3200 MOUNT VERNON HWY MOUNT VERNON VA 22121 NONE SUPPORT HISTORICAL MUSEUMS AND PUBLIC WORKS 10000 GEORGETOWN UNIVERSITY 3700 O STREET NW WASHINGTON DC 20007 NONE SUPPORT HIGHER EDUCATION 500 GERMAN-AMERICAN HERITAGE FOUNDATION 719 6TH ST NW WASHINGTON DC 20001 NONE SUPPORT A GREATER UNDERSTANDING OF GERMAN HERITAGE IN THE US 1000 HILLSDALE COLLEGE PO BOX 96607 WASHINGTON DC 20090 NONE SUPPORT HIGHER EDUCATION 1000 INOVA HEALTH FOUNDATION 8110 GATEHOUSE ROAD 200E FALLS CHURCH VA 22042 NONE SUPPORT MEDICAL CARE, RESEARCH, DISEASE PREVENTION AND CURES 501000 INSTITUTE OF WORLD POLITICS 1521 16TH STREET NW WASHINGTON DC 20036 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 2000 INTERCOLLEGIATE STUDIES INSTITUTE 3901 CENTERVILLE ROAD WILMINGTON DE 19807 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 500 JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 NONE SUPPORT THE PERFORMING ARTS 1800 K-9'S FOR WARRIERS 114 CAMP K9 ROAD PONTE VEDRA FL 32081 NONE SUPPORT ASSISTANCE TO MILITARY VETERANS 1000 KIWANIS CLUB OF ARLINGTON PO BOX 100131 ARLINGTON VA 22210 NONE SUPPORT NON-PROFIT COMMUNITY SERVICE ORGANIZATIONS 360 LANDMARK EVENTS PO BOX 352445 PALM COAST FL 32135 NONE SUPPORT GENERAL OPERATIONS 500 LANGLEY SCHOOL OF MCLEAN 1411 BALLS HILL ROAD MCLEAN VA 22101 NONE SUPPORT YOUTH EDUCATION 3000 L'ARCHE GREATER WASHINGTON DC PO BOX 21471 WASHINGTON DC 20009 NONE SUPPORT COMMUNITY OUTREACH / ASSIST MENTALLY DISABLED 1000 LATIN AMERICAN YOUTH CENTER 1419 COLUMBIA RD NW WASHINGTON DC 20009 NONE SUPPORT COMMUNITY OUTREACH / ASSIST LATIN YOUTH 2500 LEADERSHIP INSTITUTE (THE) 1101 N HIGHLAND STREET ARLINGTON VA 22201 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 15000 LIBERTY JUSTICE CENTER 13341 W US 290 BUILDING 2 AUSTIN TX 78737 NONE SUPPORT STRONG PUBLIC POLICY AND TRADITIONAL AMERICAN VALUES 1000 LITTLE PEOPLE OF AMERICA 617 BROADWAY 518 SONOMA CA 95476 NONE EDUCATION AND SUPPORT PEOPLE OF SMALL STATURE 500 MARYLAND PUBLIC TELEVISION 11767 OWINGS MILLS BLVD OWINGS MILLS MD 21117 NONE SUPPORT ARTS AND EDUCATION THROUGH PUBLIC TERLEVISION 180 MARYMOUNT UNIVERSITY 2807 N GLEBE RD ARLINGTON VA 22207 NONE SUPPORT HIGHER EDUCATION 710000 MCLEAN PROJECT FOR THE ARTS (THE) 1234 INGLESIDE AVENUE MCLEAN VA 22101 NONE SUPPORT COMMUNITY ACCESS TO THE VISUAL AND PERFORMING ARTS 1000 MCLEAN VOLUNTEER FIRE DEPARTMENT 1455 LAUGHLIN AVENUE MCLEAN VA 22101 NONE SUPPORT VOLUNTEERS IN COMMUNITY PROTECTION 300 MIGHTYCAUSE CHARITABLE FOUNDATION PO BOX 160 MARIANNA FL 32447 NONE ASSIST EFFORTS TO HELP CHARITIES AND NONPROFITS 1000 MUSEUM OF THE BIBLE 400 4TH ST SW WASHINGTON DC 20024 NONE SUPPORT HISTORICAL MUSEUMS AND RELIGIOUS AWARENESS 500 NATIONAL ARCHIVES FOUNDATION (THE) 700 PENNSYLVANIA AVENUE NW WASHINGTON DC 20048 NONE SUPPORT PUBLIC ARTS AND EDUCATION 1000 NATIONAL BUILDING MUSEUM (THE) 401 F STREET NW WASHINGTON DC 20001 NONE SUPPORT PUBLIC ARTS AND EDUCATION 2300 NATIONAL CAPITAL TREATMENT CENTER 200 N GLEBE RD SUITE 104 ARLINGTOPN VA 22203 NONE SUPPORT AID TO THE HOMELESS AND NEEDY 700 NATIONAL GALLERY OF ART (THE) 2000B SOUTH CLUB DRIVE LANDOVER MD 20785 NONE SUPPORT PUBLIC ARTS AND EDUCATION 5000 NATIONAL THEATER (THE) 3121 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 NONE SUPPORT THE PERFORMING ARTS 7500 NATIONAL TRUST FOR HISTORIC PRESERVATION 2600 VIRGINIA AVENUE NW SUITE 100 WASHINGTON DC 20037 NONE SUPPORT HISTORICAL MUSEUMS AND PUBLIC WORKS 1000 NETWORK FOR GOOD 1140 CONNECTICUT AVENUE NW 700 WASHINGTON DC 20036 NONE SUPPORTS PUBLIC CHARITIES IN FUNDRAISING EFFORTS 500 NORTHERN VIRGINIA ALLIANCE LEAGUE PO BOX 5165 ARLINGTON VA 22205 NONE SUPPORTS LOCAL NORTHERN VIRGINIA CHARITIES AND FUNDRAISING EFFORTS 1000 OPTIMIST CLUB OF ARLINGTON VIRGINIA (THE) PO BOX 100224 ARLINGTON VA 22203 NONE SUPPORT NON-PROFIT COMMUNITY SERVICE ORGANIZATIONS 1000 OTHER MISCELLANEOUS (100 OR LESS) 2040 COLUMBIA PIKE ARLINGTON VA 22205 NONE SUPPORT GENERAL OPERATIONS 1421 PALM BEACH FREEDOM INSTITUTE (THE) 249 ROYAL PALM BEACH WAY SUITE 301 PALM BEACH FL 33480 NONE SUPPORT STRONG PUBLIC POLICY AND FREE MARKET AMERICAN VALUES 5000 PATH FORWARD 2020A 14TH ST N ARLINGTON VA 22201 NONE SUPPORT AID TO THE HOMELESS AND NEEDY 2595 PEYTON RANDOLPH SCHOOL 1306 S QUINCY STREET ARLINGTON VA 22204 NONE SUPPPRT CHILDRENS EDUCATION 5500 PHILLIPS COLLECTION (THE) 1600 21ST STREET NW WASHINGTON DC 20009 NONE SUPPORT THE ARTS AND HISTORICAL MUSEUMS 11600 PRS - PSYCHOLOGICAL RESEARCH SERVICES 601 SOUTH CARLIN SPRINGS ROAD ARLINGTON VA 22204 NONE SUPPORT MENTAL HEALTH - REHAB AND TREATMENT 1800 PURDUE RESEARCH FOUNDATION 1281 WIN HENTSHEL BLVD WEST LAFAYETTE IN 47906 NONE SUPPORT ADVANCEMENTS IN EDUCATION 500 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE SUPPORT CHARITABLE ACTIVITIES AND OUTREACH TO THE NEEDY 1000 SIGNATURE THEATER 4200 CAMPBELL AVENUE ARLINGTON VA 22206 NONE SUPPORTS PUBLIC ACCESS TO THE PERFORMING ARTS 6000 SMITHSONIAN INSTITUTION 600 MARYLAND AVENUE SW WASHINGTON DC 20024 NONE SUPPORT NATIONAL MUSEUMS AND PUBLIC WORKS 25000 SOVEREIGN ORDER OF THE SOCIETY OF ST JOHN'S 3427 COOPER ROAD RICHMOND VA 23225 NONE SUPPORT CHARITABLE DEEDS THROUGH A RELIGIOUS ORDER 900 ST JUDE'S CHILDREN RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE SUPPORT MEDICAL RESEARCH, DISEASE PREVENTION AND CURES 4000 STUDIO THEATER 1501 14TH STREET NW WASHINGTON DC 20005 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 1000 SYNETIC THEATER 2611 JEFFERSON HWY - SUITE 103 ARLINGTON VA 22202 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 25000 THEATRE WASHINGTONORG 641 D ST NW WASHINGTON DC 20004 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 5208 THOMAS JEFFERSON POLICY INSTITUTE WASHINGTON DC 20004 RICHMOND VA 23230 NONE SUPPORT STRONG PUBLIC POLICY AND FREE MARKET AMERICAN VALUES 2000 TRUST FOR THE NATIONAL MALL (THE) 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 NONE SUPPORT HISTORICAL MUSEUMS AND PUBLIC WORKS 6000 TUDOR PLACE MUSEUM 1644 31ST STREET NW WASHINGTON DC 20007 NONE SUPPORT HISTORICAL MUSEUMS AND PUBLIC WORKS 5550 TURNING POINT 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 NONE SUPPORT EDUCATION AND TRAINING OF STUDENTS TO PROMOTE TRADITIONAL AMERICAN VALUES 1000 VHC HEALTH FOUNDATION 1701 N GEORGE MASON DRIVE ARLINGTON VA 22205 NONE SUPPORT MEDICAL CARE, RESEARCH, DISEASE PREVENTION AND CURES 500000 VIRGINIA CHAMBER ORCHESTRA PO BOX 7484 ALEXANDRIA VA 22307 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 15000 WASHINGTON BALLET (THE) 3515 WISCONSIN AVENUE NW WASHINGTON DC 20007 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 1000 WASHINGTON INTERNATIONAL PIANO ARTS COUNCIL 3862 FARRCROFT DRIVE FAIRFAX VA 22032 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 18000 WETA - PUBLIC TELEVISION 2775 S QUINCY STREET ARLINGTON VA 22206 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 1000 WGCC SHIELD FOUNDATION 3017 N GLEBE ROAD ARLINGTON VA 22207 NONE SUPPORT AID TO THE NEEDY 400 WHUT - PUBLIC TELEVISION 2222 FOURTH STREET NW WASHINGTON DC 20059 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 180 WINTERGREEN VOLUNTEER FIRE DEPARTMENT PO BOX 711 NELLYSFORD VA 22958 NONE SUPPORT VOLUNTEERS IN COMMUNITY PROTECTION 200 WOLFTRAP CENTER FOR THE PERFORMING ARTS 1551 TRAP ROAD VIENNA VA 22182 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 4000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20170 NONE SUPPORT EDUCATING YOUTH ON FREE MARKET AMERICAN VALUES 1000 YOUNG CONCERT ARTISTS 1776 BROADWAY SUITE 1500 NEW YORK NY 10019 NONE SUPPORT PUBLIC ACCESS TO THE PERFORMING ARTS 1000 2154034 0 9495 327432 316851 0 0 653778 653778 3 INTEREST INCOME USED TO FUND CURRENT CHARITABLE DISTRIBUTIONS 4 DIVIDEND INCOME USED TO FUND CURRENT CHARITABLE DISTRIBUTIONS 8 INCOME FROM SALES OF SECURITIES USED TO FUND CHARITABLE DISTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 X X 1 DOLORES G REINSCH 2009 CHARITABLE LEAD ANNUITY TRUST 2040 COLUMBIA PIKE ARLINGTON VA 22204 84862 X 2 DOLORES G REINSCH 2009 CHARITABLE LEAD ANNUITY TRUST 2 2040 COLUMBIA PIKE ARLINGTON VA 22204 860237 X 3 LOLA C REINSCH 2040 COLUMBIA PIKE ARLINGTON VA 22204 1005235 X 3 12,250 SH. FRANKLIN RISING DIVIDEND FUND A 1005235 2023-10-30 PROFESSIONAL FEES 7000 0 0 MS LEVERAGED HYBRID 11/28/26 152963 118312 JPM HYBRID STEEPENER 3/28/28 950000 694688 CHEVRON 86948 149160 DUKE ENERGY 12187 32314 ISHARES SP SMALL CAP 600 INDEX 49419 97425 VANGUARD CONSUMER DSC ETF 98507 217753 AMERICAN WA MUTUAL A 1985626 2494530 FRANKLIN RISING DIVIDENDS A 2567235 4017006 FRANKLIN SMALL CAP GRW A 598541 529547 JP MORGAN EQUITY INCOME FUND A 705196 1176277 CARLYLE SECURED LENDING (CGBD) 421537 333025 VANGUARD FINANCIALS ETF 416578 578932 SPDR S&P 500 ETF 4009732 6295006 VANGUARD HEALTH CARE ETF 1248319 1819831 VANGUARD INDUSTRIAL ETF 541242 963500 VANGUARD INFO TECH ETF 1530899 3637744 AMERICAN GROWTH FUND 262831 311468 JP MORGAN GROWTH ADVANTAGE A 289032 392450 ISHARES US AEROSPACE ETF 655634 717822 MARATHON PETROLEUM 78251 185126 PROCTER & GAMBLE 179850 174206 HONEYWELL 17977 17825 AMERICAN NEW WORLD FUND 141769 160859 ROUNDING 0 21 ARTWORK AT COST 28464 28464 MISC. ADJUSTMENT TO BALANCE 1395 OTHER ADMINISTRATIVE EXPENSES 2281 0 0 LOLA C REINSCH 2040 COLUMBIA PIKE ARLINGTON VA 22204 DOLORES G REINSCH 2009 CHARITABLE LEAD ANNUITY TRUST 2040 COLUMBIA PIKE ARLINGTON VA 22204 DOLORES G REINSCH 2009 CHARITABLE LEAD ANNUITY TRUST 2 2040 COLUMBIA PIKE ARLINGTON VA 22204 BUSINESS LICENSE 25 0 0 FOREIGN TA PAID 307 0 0