2024-10-28T09:57:24-05:00 2023-12-31 541487262 MATTHEWS CARTER & BOYCE 12500 FAIR LAKES CIRCLE SUITE 260 FAIRFAX VA 22033 990 2023-01-01 521051764 JAMES C DULIN GOODWILL INDUSTRIES FUND C/O RICHARD H SCHOENFELD JAME 3019514455 TWO WISCONSIN CIRCLE 910 CHEVY CHASE MD 20815 PETER JAHN TRUSTEE 3019514455 2024-10-21 1 0 GREG ASKEY P00064245 7032183600 2024-10-17 2023 2024-10-15 13:58:12Z PETER JAHN TWO WISCONSIN CIRCLE 910 CHEVY CHASE MD 20815 1208083 0 X N/A X 1975 DC PROVIDE SUPPORT FOR GOODWILL OF GREATER WASHINGTON AND GOODWILL INDUSTRIES INTERNATIONAL 7 7 0 0 0 0 0 0 0 0 1135485 213363 4000 1446 1139485 214809 288000 328833 0 0 20000 28000 0 0 0 85992 74583 393992 431416 745493 -216607 4784000 4567393 0 0 4784000 4567393 PROVIDE SUPPORT FOR GOODWILL OF GREATER WASHINGTON AND GOODWILL INDUSTRIES INTERNATIONAL 0 0 158500 158500 TO PROVIDE FUNDS FOR GOODWILL OF GREATER WASHINGTON (DAVIS MEMORIAL GOODWILL INDUSTRIES) 170333 170333 TO PROVIDE FUNDS FOR GOODWILL INDUSTRIES INTERNATIONAL 328833 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 X CHARLES SCHWAB & COINC 8005152157 211 MAIN STREET SAN FRANCISCO CA 94105 ALAN R SWENDIMAN TRUSTEE 0.20 X 4000 0 0 WILLIAM CD BURR TRUSTEE 0.20 X 4000 0 0 PETER F JAHN TRUSTEE 0.20 X 4000 0 0 CHRISTINA B CARY TRUSTEE 0.20 X 4000 0 0 LYNN A ALEXANDER TRUSTEE 0.20 X 4000 0 0 ANA T CHAPA TRUSTEE 0.20 X 4000 0 0 STACEY A HERNDON TRUSTEE 0.20 X 4000 0 0 28000 0 0 0 0 0 0 0 113899 113899 1092738 993274 99464 99464 99464 MISCELLANEOUS INCOME 900099 1446 1446 1446 214809 1446 0 213363 328833 328833 28000 28000 5600 5600 43016 43016 4584 4584 BOND AMORTIZATION EXPEN 20766 20766 FOREIGN TAX PAID 617 617 431416 328833 102583 0 488 0 4778928 4567393 4584 0 4784000 4567393 0 0 X 4784000 4567393 0 0 0 0 4784000 4567393 4784000 4567393 -216607 0 X 0 0 0 X X 2 GOODWILL OF GREATER WASHINGTON 530196588 7 1 158500 0 GOODWILL INDUSTRIES INTERNATIONAL 530196517 7 1 170333 0 2 328833 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 95903 113899 95903 113899 0 0 76754 81818 0 0 19149 32081 6748169 6577898 10398 1355 0 0 6758567 6579253 0 0 0 6758567 6579253 101379 98689 6657188 6480564 233002 226820 0 0 233002 226820 19149 16277 233002 233002 0 233002 328833 0 0 0 0 0 328833 328833 233002 100.000000000000 233002 0 0 0 0 0 287916 287916 0 233002 0 54914 328833 0 328833 0 0 383747 0 0 0 54914 328833 PART IV, SUPPORTING ORGANIZATIONS, SECTION D, LINE 1 JAMES C. DULIN GOODWILL INDUSTRIES FUND (TRUST) PROVIDES A LETTER TO EACH OF THE SUPPORTED ORGANIZATIONS INDICATING THE AMOUNT AND TYPE OF SUPPORT BEING PROVIDED WHEN IT ISSUES THE ANNUAL CHECK TO THE SUPPORTED ORGANIZATION. COPIES OF THE FORM 990 HAVE BEEN MADE AVAILABLE FOR REVIEW ON GUIDESTAR.ORG. COPIES OF THE FORM 990 HAVE BEEN PROVIDED DIRECTLY TO THE SUPPORTED ORGANIZATIONS. A COPY OF THE GOVERNING DOCUMENT WAS NOT PROVIDED DURING 2023 AS NO UPDATES TO THE TRUST'S GOVERNING DOCUMENTS WERE MADE. PART IV, SUPPORTING ORGANIZATIONS, SECTION D, LINE 2. THE TRUST MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP THROUGH REGULAR COMMUNICATIONS WITH THE SUPPORTED ORGANIZATIONS INCLUDING ATTENDANCE AT THE ANNUAL TRUSTEE MEETINGS BY OFFICERS OF THE SUPPORTED ORGANIZATIONS. PART IV, SUPPORTING ORGANIZATIONS, SECTION D, LINE 3. THE TRUST HAS ESTABLISHED PROCEDURES TO PROVIDE QUARTERLY INVESTMENT REPORTS TO THE SUPPORTED ORGANIZATIONS. 1 DAVIS MEMORIAL GOODWILL INDUSTRIES DBA GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 530196588 501(C)(3) 158500 0 PROVIDE FUNDS FOR ORGANIZATION TO EDUCATE, TRAIN, EMPLOY & PLACE PEOPLE WITH DISADVANTAGES GOODWILL INDUSTRIES INTERNATIONAL INC 15810 INDIANOLA DRIVE ROCKVILLE MD 20855 530196517 501(C)(3) 170333 0 PROVIDE FUNDS FOR ORGANIZATION TO EDUCATE, TRAIN, EMPLOY & PLACE PEOPLE WITH DISADVANTAGES 2 0 PART I, LINE 2: THE ORGANIZATON REVIEWS REPORTS PREPARED BY THE GRANTEES, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP THROUGH REGULAR COMMUNICATIONS AND HAS THE GRANTEES MAKE PRESENTATIONS TO THE ORGANIZATION'S TRUSTEES ON AN ANNUAL BASIS TO EXPLAIN HOW THE GRANTEES HAVE USED THE GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 8B NOT APPLICABLE - ORGANIZATION DOES NOT HAVE COMMITTEES FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT THEN REVIEWED AND SIGNED BY A TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ALAN R. SWENDIMAN - 409 WEST CAMERON AVENUE, CHAPEL HILL, NC 27516. WILLIAM C.D. BURR - 9924 CARMELITA DRIVE, POTOMAC, MD 20854. PETER F. JAHN - 5226 FARRINGTON ROAD, BETHESDA, MD 20816. CHRISTINA B. CARY - 10 SAVANNAH COURT, BETHESDA, MD 20817. LYNN A. ALEXANDER - 6100 KENNEDY DRIVE, CHEVY CHASE, MD 20815. ANA T. CHAPA - 5509 44TH AVENUE, HYATTSVILLE, MD 20781. STACEY A. HERNDON - 1635 MADISON STREET NW, WASHINGTON, DC 20011. DAVIS MEMORIAL GOODWILL INDUSTRIES DBA GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 530196588 TO EDUCATE, TRAIN, EMPLOY, & PLACE PEOPLE WITH DISADVANTAGES & DISABILITIES DC 501(C)(3) LINE 7 N/A 0 GOODWILL INDUSTRIES INTERNATIONAL INC 15810 INDIANOLA DRIVE ROCKVILLE MD 20855 530196517 TO EDUCATE, TRAIN, EMPLOY, & PLACE PEOPLE WITH DISADVANTAGES & DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVIS MEMORIAL GOODWILL INDUSTRIES DBA GOODWILL OF GREATER WASHINGTON B 158500 CASH VALUE GOODWILL INDUSTRIES INTERNATIONAL INC B 170333 CASH VALUE