2024-06-24T15:58:26-05:00 2023-08-31 541019610 CST GROUP CPAS PC 10740 PARKRIDGE BLVD 5TH FLOOR RESTON VA 201914424 990PF 2022-09-01 520794388 THE LEE AND JULIET FOLGER FUND LEEA 7038471350 1320 OLD CHAIN BRIDGE RD MCLEAN VA 22101 LEE M FOLGER PRESIDENT 7038471350 2024-06-17 1 LEE FOLGER XXX-XX-XXXX 1 MELISSA FLIEG P02170637 7033912000 2024-06-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 24169355 X X 58960 58960 443939 443939 382334 734216 382334 885233 885233 0 0 0 2100 0 0 30653 0 0 162981 16298 146683 23005 23005 0 10375 8284 0 229114 47587 146683 1745300 1745300 1974414 47587 1891983 -1089181 837646 3042080 870711 870711 0 1472880 1485644 6348100 5963690 21313424 177256 170974 499576 9567436 8478255 24169355 0 0 X 0 0 0 0 9567436 8478255 9567436 8478255 9567436 8478255 9567436 -1089181 0 8478255 0 8478255 PUBLICLY TRADED SECURITIES 734216 441047 293169 293169 TOTAL CAPITAL GAIN DISTRIBUTIONS FROM MUTUAL FUNDS AND ETF'S P 20646 20646 TOTAL CAPITAL GAIN DISTRIBUTIONS FROM MUTUAL FUNDS AND ETF'S P 989 989 TOTAL LONG-TERM COMMON TRUST FUND, PARTNERSHIP, S CORP GAIN OR LOSS P 67530 67530 382334 11643 0 11643 0 11643 25800 0 0 0 25800 0 14157 14157 0 0 0 0 0 0 0 0 0 0 0 1 1 DC VA 1 0 0 0 0 1 N/A ANNE L STONE & ASSOCIATES LLC 7038471350 1320 OLD CHAIN BRIDGE RD SUITE 425 MCLEAN VA 22101 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEE M FOLGER 1320 OLD CHAIN BRIDGE RD 425 MCLEAN VA 22101 PRESIDENT 2.00 0 0 0 JULIET C FOLGER 1320 OLD CHAIN BRIDGE RD 425 MCLEAN VA 22101 TREASURER, SECRETARY, V. P 2.00 0 0 0 CECILY C COLBURN 1320 OLD CHAIN BRIDGE RD 425 MCLEAN VA 22101 VICE PRESIDENT 1.00 0 0 0 LEITER C COLBURN 1320 OLD CHAIN BRIDGE RD 425 MCLEAN VA 22101 VICE PRESIDENT 1.00 0 0 0 OLIVIA M COLBURN 1320 OLD CHAIN BRIDGE RD 425 MCLEAN VA 22101 VICE PRESIDENT 1.00 0 0 0 RORY W COLBURN 1320 OLD CHAIN BRIDGE RD 425 MCLEAN VA 22101 VICE PRESIDENT 1.00 0 0 0 NONE 0 MOLLY MANDERFIELD 725 FIFTEENTH ST NW 3RD FLOOR WASHINGTON DC 20005 GRANT ADMINISTRATION 162981 0 0 20673200 2272308 595835 23541343 0 0 23541343 353120 23188223 1159411 1159411 11643 11643 1147768 0 1147768 0 1147768 1891983 0 1891983 1147768 0 0 3887347 4490793 927841 4986238 14292219 1891983 0 0 0 1147768 744215 0 0 15036434 0 0 0 0 0 0 3887347 11149087 4490793 927841 4986238 744215 X ALL SAINTS CHURCH 3 CHEVY CHASE CIRCLE CHEVY CHASE MD 20815 NONE PUBLIC CHARITY CENTRAL ASIA CAUCAUS INSTITUTE GENERAL OPERATING EXPENSE 1000 AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 22116 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 2500 AMERICAN RED CROSS NATIONAL CAPITAL CHAPTER 8550 ARLINGTON BOULEVARD FAIRFAX VA 22031 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 50000 AMERICAN RED CROSS NATIONAL CAPITAL CHAPTER 8550 ARLINGTON BOULEVARD FAIRFAX VA 22031 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 25000 AMHERST COLLEGE'S FOLGER SHAKESPEARE LIBRARY 220 SOUTH PLEASANT STREET AMHERST MA 01002 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 BATH & TENNIS HISTORIC BUILDING PRESERVATION FOUNDATION INC 1170 S OCEAN BLVD PALM BEACH FL 33480 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 5000 BERKELEY EARTH 2831 GARBER STREET BERKELEY CA 94705 NONE PUBLIC CHARITY RESEARCH OF RICH MULLER 5000 BOK TOWER GARDENS FOUNDATION 1151 TOWER BLVD LAKE WALES FL 33853 NONE PUBLIC CHARITY PRESERVATION PROGRAM SUPPORT 5000 ESPLANADE ASSOCIATION 575 BOYLSTON STREET SUITE 4R BOSTON MA 02116 NONE PUBLIC CHARITY IMPROVEMENTS TO LANDSCAPING 5000 FALLS CHURCH ARTS PO BOX 6912 FALLS CHURCH VA 22040 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSE 5000 FEDERAL CITY COUNCIL 1310 L STREET NW SUITE 325 WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 15000 FRANCIS OUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BLVD NORTON MA 02766 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 250 FRIENDS OF MITCHELL PARK 23RD ST NW S STREET NW WASHINGTON DC 20008 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 250 FRIENDS OF PLEASANT GROVE 8641 LEWINSVILLE ROAD MCLEAN VA 22102 NONE PUBLIC CHARITY UPKEEP AND RENOVATIONS 25000 GEORGETOWN UNIVESITY 2115 WISCONSIN AVE NW SUITE 500 WASHINGTON DC 20007 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 7500 GERMANTOWN FRIENDS SCHOOL 31 WEST COULTER STREET PHILADELPHIA PA 19144 NONE PUBLIC CHARITY LOVIDA COLEMAN SCHOLARSHIP 2500 HISTORIC COLONY HOUSE 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PUBLIC CHARITY PROGRAMS ON TV AND CLASSICAL RADIO 15000 GREEN HORIZON LAND TRUST PO BOX 2445 LAKE WALES FL 33859 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 15000 HISTORIC COLONY HOUSE 2300 NORTH SCENIC HIGHWAY LAKE WALES FL 33898 NONE PUBLIC CHARITY PRESERVATION PROGRAM SUPPORT 7500 IZZIT ORG 2501 WEST 12TH ST BOX 614 ERIE PA 16505 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 JOSEPH ROBERT SHAW FOUNDATION JOEY'S FOUNDATION 5117 52ND STREET NW WASHINGTON DC 20016 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 1000 MARATHON INITIATIVE 1730 RHODE ISLAND AVE NW SUITE 201 WASHINGTON DC 20036 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 2500 MCLEAN PROJECT FOR THE ARTS 1234 INGLESIDE AVENUE MCLEAN VA 22101 NONE PUBLIC CHARITY OPEN STUDIO PROGRAM 5000 MEDSTAR NATIONAL REHABILITATION HOSPITAL 110 IRVING STREET NW WASHINGTON DC 20010 NONE PUBLIC CHARITY CARDIAC CT/MR FELLOWSHIP 50000 MEDSTAR NATIONAL REHABILITATION HOSPITAL 102 IRVING STREET NW WASHINGTON DC 20010 NONE PUBLIC CHARITY ADVANCED HEART DISEASE PREVENTION CENTER 25000 METROPOLITAN CLUB PRESERVATION FOUNDATION 1700 H STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITY PRESERVATION PROGRAM SUPPORT 5000 NATIONAL ECONOMIC SECURITY ALLIANCE 345 CROWN POINT VIRGINIA BEACH VA 29835 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 300 NATIONAL GALLERY OF ART 2000-B SOUTH CLUB DRIVE LANDOVER MD 20785 NONE PUBLIC CHARITY 75TH MELLON MATCHING FUND FOR THE CONSERVATION PROGRAM 700000 NATIONAL GALLERY OF ART 2000-B SOUTH CLUB DRIVE LANDOVER MD 20785 NONE PUBLIC CHARITY 75TH MELLON MATCHING FUND FOR THE CONSERVATION PROGRAM 25000 NATIONAL TRUST FOR SCOTLAND NORTH AMERICA FOUNDATION 4 SOUTH MARKET STREET 4TH FLOOR BOSTON MA 02109 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 NONE PUBLIC CHARITY EXHIBIT/PUBLICATION ON THE POWER AND PERSPECTIVE, EARLY PHOTOGRAPHY OF CHINA 5000 PRESERVATION FOUNDATION OF PALM BEACH INC 311 PERUVIAN AVE PALM BEACH FL 33480 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 REGENTS OF UNIVERSITY OF CALIFORNIA 1111 FRANKLIN ST 12TH FLOOR OAKLAND CA 94607 NONE PUBLIC CHARITY GENERAL 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02110 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 7500 WASHINGTON NATIONAL CATHEDRAL 3101 WISCONSIN AVENUE NW WASHINGTON DC 20016 NONE PUBLIC CHARITY CAPITAL CAMPAIGN'S ENDOWMENT FOR THE NAVE 200000 WASHINGTON NATIONAL CATHEDRAL 3101 WISCONSIN AVENUE NW WASHINGTON DC 20016 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 30000 WASHINGTON NATIONAL CATHEDRAL 3101 WISCONSIN AVENUE NW WASHINGTON DC 20016 NONE PUBLIC CHARITY CAPITAL CAMPAIGN'S ENDOWMENT FOR THE NAVE 200000 WASHINGTON NATIONAL CATHEDRAL 3101 WISCONSIN AVENUE NW WASHINGTON DC 20016 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 60000 WILD ENTRUST INTERNATIONAL 1919 E LAKE SAMMAMISH PLACE SE SAMMAMISH WA 98075 NONE PUBLIC CHARITY ENTRUST BOTSWANA PREDATORY STUDY 25000 WOODLEY HOUSE 2711 CONNECTICUT AVE NW WASHINGTON DC 20008 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 1500 1745300 ST JOHNS CHURCH- LAFAYETTE SQ 1525 H ST NW WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 25000 FRIENDS OF MITCHELL PARK 23RD ST NW S STREET NW WASHINGTON DC 20008 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 500 CENTER FOR STRATEGIC & INTL STUDIES 1616 RHODE ISLAND AVE NW WASHINGTON DC 22036 PUBLIC CHARITY GENERAL OPERATING EXPENSES 25000 AMERICAN FOREIGN POLICY COUNCIL'S CENTRAL ASIA-CAUCASUS INST 509 C ST NE WASHINGTON DC 20002 PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 15000 FEDERAL CITY COUNCIL 1310 L STREET NW SUITE 325 WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 15000 DC PREPARATORY ACADEMY 4302 GEORGIA AVE NW WASHINGTON DC 20011 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 2500 ESPLANADE ASSOCIATION 575 BOYLSTON STREET SUITE 4R BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 15000 TRUSTEES OF RESERVATIONS 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 WOMENS FOUNDATION OF BOSTON 423 BROOKLINE AVE SUITE 223 BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 1500 GEORGETOWN UNIVESITY 2115 WISCONSIN AVE NW SUITE 500 WASHINGTON DC 20007 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 500000 ST ALBANS SCHOOL MOUNT ST ALBAN WASHINGTON DC 20016 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 15000 WADSWORTH SULGRAVE HISTORIC PRESERVATION FOUNDATION 1801 MASSACHUSETTS AVE NW WASHINGTON DC 22036 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 2500 EDITH WHARTON RESTORATION FOUNDATION 2 PLUNKETT STREET LENOX MA 01240 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 JOHN R KENNEDY CENTER FOR PERFORMING ARTS 2700 F ST NW WASHINGTON DC 20566 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 JOSEPH ROBERT SHAW FOUNDATION JOEY'S FOUNDATION 5117 52ND STREET NW WASHINGTON DC 20016 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 1000 WILD ENTRUST INTERNATIONAL 1919 E LAKE SAMMAMISH PLACE SE SAMMAMISH WA 98075 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 25000 FRIENDS OF PLEASANT GROVE 8641 LEWINSVILLE ROAD MCLEAN VA 22102 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 3000 GEORGE WASHINGTON UNIVERSITY 2121 I ST NW WASHINGTON DC 20052 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 25000 SOCIETY OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 100000 BOK TOWER GARDENS FOUNDATION 1151 TOWER BLVD LAKE WALES FL 33853 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 25000 COMMON GOOD 1201 15TH ST NW WASHINGTON DC 20005 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 7500 HISTORIC COLONY HOUSE 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 10000 853500 14 58960 14 443939 18 382334 0 885233 0 885233 0 0 0 0 0 0 0 0 0 0 C. 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