2024-05-29T14:16:20-05:00 2023-12-31 471767422 TOOLE KATZ & ROEMERSMA LLP 1911 N FORT MYER DRIVE SUITE 600 ARLINGTON VA 22209 990PF 2023-01-01 274380616 RONALD & JOY PAUL FAMILY FOUNDATION INC RONA 3019517222 11412 TWINING LANE POTOMAC MD 20854 RONALD D PAUL PRESIDENT 3019517222 2024-05-29 1 RONALD PAUL 999009999 0 ANDREW ABERNETHY P10527388 7032489200 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12169164 X 49769 13523 13523 242665 242665 2845332 9344990 2845332 3151289 3101520 0 0 0 0 0 8970 0 0 0 71769 38743 0 0 22362 22362 0 0 2241 12 0 0 105342 61117 0 0 110306 110306 215648 61117 0 110306 2935641 3040403 0 1079765 308974 308974 153864 0 284142 153864 153864 11973237 9961728 11433890 272436 272436 272436 13609580 10697002 12169164 9157 0 9157 0 X 0 0 0 0 13600423 10697002 13600423 10697002 13609580 10697002 13600423 2935641 190 16536254 5839252 10697002 PUBLICLY TRADED SECURITIES 871094 709481 161613 161613 PUBLICLY TRADED SECURITIES 2058882 1976966 81916 81916 PUBLICLY TRADED 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IL 60601 OTHER PUBLIC CHARITY DONATION 700 BEST BUDDIES MARYLAND 101 N HAVEN ST 205 BALTIMORE MD 21224 OTHER PUBLIC CHARITY DONATION 500 CARING MATTERS 518 S FREDERICK AVE GAITHERSBURG MD 20877 OTHER PUBLIC CHARITY DONATION 2600 CONGREGATION HAR SHALOM 11510 FALLS RD POTOMAC MD 20854 OTHER PUBLIC CHARITY DONATION 360 EVERYMIND 1000 TWINBROOK PARKWAY ROCKVILLE MD 20851 OTHER PUBLIC CHARITY DONATION 10100 HANDS OF LOVE FOUNDATION 1932 BENNETTS POINT DRIVE MARIETTA GA 30068 OTHER PUBLIC CHARITY DONATION 500 HOPE CONNECTION 10100 LAUREATE WAY BETHESDA MD 20814 OTHER PUBLIC CHARITY DONATION 2500 HOPE FOR HENRY FOUNDATION 2440 WISCONSIN AVE NW 201 WASHINGTON DC 20007 OTHER PUBLIC CHARITY DONATION 2000 ITINERIS 2050 ROCKROSE AVE SUITE A BALTIMORE MD 21211 OTHER PUBLIC CHARITY DONATION 5100 MAIN STREET CONNECT 50 MONROE PLACE ROCKVILLE MD 20850 OTHER PUBLIC CHARITY DONATION 5000 MONT 4 KIDS 2717 WEST CYPRESS CREEK RD FORT LAUDERDALE FL 33309 OTHER PUBLIC CHARITY DONATION 500 PRIMARY DAY SCHOOL 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100 CYCLE FOR SURVIVAL 633 3RD AVE 5TH FLOOR NEW YORK NY 10017 OTHER PUBLIC CHARITY DONATION 180 DELL CHILDREN'S MEDICAL CENTER 4900 MUELLER BLVD AUSTIN TX 78723 OTHER PUBLIC CHARITY DONATION 250 DRIVEN TO CURE 8601 GEORGIA AVE SILVER SPRING MD 20910 OTHER PUBLIC CHARITY DONATION 250 ETHIOPIAN ERITREAN SPECIAL NEEDS COMMUNITY 4600 WINDING STONE CIRCLE OLNEY MD 20832 OTHER PUBLIC CHARITY DONATION 200 EPILEPSY FOUNDATION 3540 CRAIN HIGHWAY SUITE 675 BOWIE MD 20716 OTHER PUBLIC CHARITY DONATION 500 ERIN LEVITAS FOUNDATION 8 RESERVOIR CIR BALTIMORE MD 21208 OTHER PUBLIC CHARITY DONATION 200 FRIENDS OF ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 OTHER PUBLIC CHARITY DONATION 7500 FUTURE LINK 1 CHURCH ST SUITE 601 ROCKVILLE MD 20850 OTHER PUBLIC CHARITY DONATION 100 IDENTITY 414 E DIAMOND AVE GAITHERSBURG MD 20877 OTHER PUBLIC CHARITY DONATION 100 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD 100 NORTH BETHESDA MD 20852 OTHER PUBLIC CHARITY DONATION 3600 JUVENILE DIABETES RESEARCH FOUNDATION 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 OTHER PUBLIC CHARITY DONATION 200 MAGEN DAVID 11215 WOODGLEN DR NORTH BETHESDA MD 20852 OTHER PUBLIC CHARITY DONATION 2500 MISTY MEADOWS MITEY RIDERS 455 PROVIDENCE RD SOUTH WAXHAW NC 28173 OTHER PUBLIC CHARITY DONATION 100 NATIONAL CHILDREN'S MUSEUM 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 OTHER PUBLIC CHARITY DONATION 1000 NJ SYMPHONY 60 PARK PL 900 NEWARK NJ 07102 OTHER PUBLIC CHARITY DONATION 250 PALM BEACH SYNAGOGUE 120 N COUNTY RD PALM BEACH FL 33480 OTHER PUBLIC CHARITY DONATION 100 PEP 10100 CONNECTICUT AVENUE KENSINGTON MD 20895 OTHER PUBLIC CHARITY DONATION 250 SCOTLAND AME ZION CHURCH 10902 SEVEN LOCKS RD ROCKVILLE MD 20854 OTHER PUBLIC CHARITY DONATION 200 RABBI'S DISCRETIONARY FUND 11510 FALLS RD POTOMAC MD 20854 OTHER PUBLIC CHARITY DONATION 500 SIDE OUT FOUNDATIONS 11208 WAPLES MILL RD SUITE 103 FAIRFAX VA 22030 OTHER PUBLIC CHARITY DONATION 250 SMILE TRAIN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 OTHER PUBLIC CHARITY DONATION 100 SUNFLOWER BAKERY 5951 HALPINE RD ROCKVILLE MD 20851 OTHER PUBLIC CHARITY DONATION 500 THE BARKER ADOPTION FOUNDATION 7979 OLD GEORGETOWN RD 1ST FLOOR BETHESDA MD 20814 OTHER PUBLIC CHARITY DONATION 100 FRIENDS CLUB 6601 BRADLEY BOULEVARD BETHESDA MD 20817 OTHER PUBLIC CHARITY DONATION 100 THE MORIAH SCHOOL 53 S WOODLAND ST ENGLEWOOD NJ 07631 OTHER PUBLIC CHARITY DONATION 4480 TOMMY'S PANTRY 630 SILVER SPRING AVE SILVER SPRING MD 20910 OTHER PUBLIC CHARITY DONATION 500 WASHINTON HOSPITAL CENTER 110 IRVING ST NW WASHINGTON DC 20010 OTHER PUBLIC CHARITY DONATION 18000 BETTERWORLD 1750 PENNSYLVANIA AVENUE NW 300 WASHINGTON DC 20006 OTHER PUBLIC CHARITY DONATION 228 110306 0 13523 242665 2845332 0 0 3101520 3101520 4 THE RONALD & JOY PAUL FAMILY FOUNDATION, INC IS ORGANIZED EXCLUSIVELY FOR CARRYING OUT CHARITABLE, RELIGIOUS, CULTURAL, SCIENTIFIC OR EDUCATIONAL PURPOSES BY PROVIDING FINANCIAL ASSISTANCE. THE INCOME FROM INVESTMENTS LISTED IN PART XVI-A HELPS THE ORGANIZATION ACCOMPLISH ITS MISSION. 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD D PAUL 2013 CLAT 4416 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 20814 49769 X 1 5760 SHARES OF EAGLEBANK STOCK 49769 2023-12-19 ACCOUNTING FEES 8970 0 0 0 250,000 SHARES GS CBEN SPX 250000 266900 500,000 SHARES JPM REN SX5E 494766 518110 406655.86 SHARES VPIX EXT:X 406656 406656 518342.196 SHARES VPMX EXT:X 518550 518809 15759.166 SHARES FXAI EXT:X 2179001 2607984 8,022 SHARES XLF 264220 301627 212503.451 SHARES CMEU EXT:X 2937605 3557308 698 SHARES IJH 169265 193451 5576 SHARES FSPS EXT:X 234659 264035 3771 SHARES BBCA 215833 241797 130004 SHARES CMIU EXT:X 1475356 1678355 1680 SHARES BBEU 92608 95071 7359 SHARES BBJP 336729 386495 2975 SHARES BBAX 136480 147292 GRAHAM ABSOLUTE RETURN LTD 250000 250000 SPORTS MEMORABILIA AT COST 272436 272436 BOOK TO TAX ADJUSTMENT 5839252 MISCELLANEOUS EXPENSES 2199 0 0 0 BANK FEES 30 0 0 0 PASSTHROUGH LOSS 12 12 0 0 NONDIVIDEND DISTRIBUTIONS 190 DEFICIT INVESTMENT IN PASS-THROUGH ENTITIES 9157 0 MICHAEL A WILSON AND STACY A WILSON 0 PETER J D'AMELIO AND LYNDA T D'AMELIO 0 KEITH MELANCON 0 MORGAN STANLEY INVESTMENT FEES 1564 1564 0 0 PROFESSIONAL FEES 33026 0 0 0 JP MORGAN ADVISORY FEES 37179 37179 0 0 RONALD D PAUL 2012 GRANTOR CHARITABLE LEAD ANNUITY TRUST 4416 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 20814 RONALD D PAUL 2013 GRANTOR CHARITABLE LEAD ANNUITY TRUST 4416 EAST-WEST HIGHWAY SUITE 300 BETHESDA MD 20814 FOREIGN TAXES 6275 6275 0 0 FEDERAL TAXES 16087 16087 0 0