2024-08-05T12:56:22-05:00 2023-12-31 541342298 Kositzka Wicks and Company 5270 Shawnee Road Suite 250 Alexandria VA 22312 990PF 2023-01-01 541966936 The Howard Family Foundation HOWA 7036836601 2109 Wakefield Court Alexandria VA 22307 Julie Howard Secretary-Treasurer 7036836601 2024-07-12 1 1 Jennifer S Manster CPA P01383338 7036422700 2023 2024-08-08 14:25:15Z X 1225856 X 165431 12741 12741 15026 15026 51117 1504740 51117 244315 78884 0 0 0 6 6 0 6 6 0 63790 63790 63796 6 63790 180519 78878 14735 377032 377032 19822 812300 650344 848824 846857 1027376 1225856 0 0 X 0 0 0 0 846857 1027376 846857 1027376 846857 1027376 846857 180519 0 1027376 0 1027376 3SH ACCENTURE PLC IRELAND CL A 2016-12-21 2023-04-03 852 354 498 498 5SH ACCENTURE PLC IRELAND CL A 2016-12-30 2023-04-03 1421 585 836 836 6SH ACCENTURE PLC IRELAND CL A 2017-04-20 2023-04-03 1705 718 987 987 22SH ACCENTURE PLC IRELAND CL A 2023-01-10 2023-04-03 6251 6036 215 215 6SH AMERISOURCEBERGEN CORP 2020-03-23 2023-01-10 1000 452 548 548 11SH AMERISOURCEBERGEN CORP 2020-06-12 2023-01-10 1833 1027 806 806 15SH AMERISOURCEBERGEN CORP 2020-04-22 2023-01-10 2499 1316 1183 1183 85SH AMGEN INC 2023-04-03 2023-06-30 18750 20683 -1933 -1933 100SH APPLE INC 2019-01-07 2023-01-10 12900 3669 9231 9231 80SH APPLE INC 2019-01-07 2023-04-03 13262 2935 10327 10327 12SH DEERE & CO 2023-01-10 2023-07-21 5254 5203 51 51 15SH DEERE & CO 2023-04-03 2023-07-21 6567 6277 290 290 23SH DEERE & CO 2020-03-23 2023-07-21 10070 2503 7567 7567 16SH EATON CORP PLC SHS 2020-04-20 2023-07-21 3340 1264 2076 2076 19SH EATON CORP PLC SHS 2020-03-23 2023-07-21 3966 1121 2845 2845 23SH EATON CORP PLC SHS 2020-06-12 2023-07-21 4801 1951 2850 2850 30SH EATON CORP PLC SHS 2023-04-03 2023-07-21 6262 5159 1103 1103 32SH EATON CORP PLC SHS 2023-01-10 2023-07-21 6679 5180 1499 1499 10SH HARTFORD FIN SERS GRP INC 2023-01-10 2023-04-03 705 774 -69 -69 33SH HARTFORD FIN SERS GRP INC 2023-01-10 2023-04-03 2326 2536 -210 -210 97SH HARTFORD FIN SERS GRP INC 2020-03-23 2023-04-03 6836 2917 3919 3919 34SH HOME DEPOT INC 2020-03-23 2023-07-21 10903 5203 5700 5700 36SH HOME DEPOT INC 2023-04-03 2023-07-21 11544 10677 867 867 26.797SH JPMORGAN GLB ALLOCATION A 2021-03-31 2023-01-10 464 597 -133 -133 55.968SH JPMORGAN GLB ALLOCATION A 2021-09-30 2023-01-10 968 1274 -306 -306 58.518SH JPMORGAN GLB ALLOCATION A 2021-06-30 2023-01-10 1012 1358 -346 -346 336.715SH JPMORGAN GLB ALLOCATION A 2021-12-31 2023-01-10 5825 7313 -1488 -1488 952.347SH JPMORGAN GLB ALLOCATION A 2021-12-15 2023-01-10 16476 20685 -4209 -4209 1286.092SH JPMORGAN GLB ALLOCATION A 2021-12-15 2023-01-10 22249 27934 -5685 -5685 26857.654SH JPMORGAN GLB ALLOCATION A 2021-02-25 2023-01-10 464628 600000 -135372 -135372 19.687SH JPMORGAN GLB ALLOCATION A 2022-03-31 2023-01-10 341 399 -58 -58 81.306SH JPMORGAN GLB ALLOCATION A 2022-09-30 2023-01-10 1407 1335 72 72 93.546SH JPMORGAN GLB ALLOCATION A 2022-06-30 2023-01-10 1618 1645 -27 -27 1174.952SH JPMORGAN GLB ALLOCATION A 2022-12-30 2023-01-10 20327 19821 506 506 81.602SH JPMORGAN SHT DUR BD A 2023-01-27 2023-03-31 862 860 2 2 93.05SH JPMORGAN SHT DUR BD A 2023-02-24 2023-03-31 983 973 10 10 105.471SH JPMORGAN SHT DUR BD A 2023-03-29 2023-03-31 1114 1112 2 2 50983.235SH JPMORGAN SHT DUR BD A 2023-01-10 2023-03-31 538377 535324 3053 3053 2SH MC DONALDS CORP 2011-08-05 2023-04-03 560 170 390 390 2SH MC DONALDS CORP 2011-08-05 2023-04-03 560 170 390 390 38SH MC DONALDS CORP 2020-03-23 2023-04-03 10643 5510 5133 5133 1SH MICROSOFT CORP 2016-01-26 2023-01-10 229 52 177 177 1SH MICROSOFT CORP 2016-01-26 2023-01-10 229 52 177 177 1SH MICROSOFT CORP 2016-01-26 2023-01-10 229 52 177 177 1SH MICROSOFT CORP 2016-01-26 2023-01-10 229 52 177 177 1SH MICROSOFT CORP 2016-01-26 2023-01-10 229 52 177 177 1SH MICROSOFT CORP 2016-01-26 2023-01-10 229 52 177 177 2SH MICROSOFT CORP 2016-01-26 2023-01-10 458 104 354 354 2SH MICROSOFT CORP 2016-01-26 2023-01-10 458 104 354 354 2SH MICROSOFT CORP 2016-01-26 2023-01-10 458 104 354 354 3SH MICROSOFT CORP 2016-01-26 2023-01-10 686 157 529 529 3SH MICROSOFT CORP 2016-01-26 2023-01-10 686 157 529 529 4SH MICROSOFT CORP 2016-01-26 2023-01-10 915 209 706 706 6SH MICROSOFT CORP 2016-01-26 2023-01-10 1373 313 1060 1060 11SH MICROSOFT CORP 2016-01-26 2023-01-10 2517 574 1943 1943 13SH MICROSOFT CORP 2016-03-16 2023-01-10 2974 695 2279 2279 18SH MICROSOFT CORP 2016-01-26 2023-01-10 4118 940 3178 3178 50SH MICROSOFT CORP 2016-03-16 2023-04-03 14374 2673 11701 11701 75SH MICROSOFT CORP 2019-01-03 2023-04-03 21562 7327 14235 14235 141SH MICROSOFT CORP 2016-01-26 2023-01-10 32257 7363 24894 24894 157SH MORGAN STANLEY 2020-03-23 2023-04-03 13839 4554 9285 9285 3SH NORFOLK SOUTHERN CORP 2021-01-05 2023-01-10 760 707 53 53 41SH NORFOLK SOUTHERN CORP 2020-03-23 2023-01-10 10393 4781 5612 5612 6SH NORTHROP GRUMMAN CP(HLDG CO) 2021-09-28 2023-01-10 2995 2155 840 840 8SH NORTHROP GRUMMAN CP(HLDG CO) 2020-07-14 2023-01-10 3993 2317 1676 1676 23SH PARKER HANNIFIN CORP 2020-03-23 2023-01-10 7110 2243 4867 4867 54SH PNC FINL SVCS GP 2020-03-23 2023-01-10 8859 4451 4408 4408 50SH PROGRESSIVE CORP OHIO 2020-03-23 2023-01-10 6639 3307 3332 3332 10SH REPUBLIC SERVICES INC 2023-01-10 2023-04-03 1350 1240 110 110 37SH REPUBLIC SERVICES INC 2020-03-23 2023-04-03 4994 2519 2475 2475 38SH REPUBLIC SERVICES INC 2023-01-10 2023-04-03 5129 4739 390 390 3SH SYSCO CORP 2020-06-12 2023-01-10 239 161 78 78 15SH SYSCO CORP 2021-07-21 2023-01-10 1195 1102 93 93 17SH SYSCO CORP 2020-07-02 2023-01-10 1355 928 427 427 19SH SYSCO CORP 2020-06-25 2023-01-10 1514 1039 475 475 27SH SYSCO CORP 2020-09-22 2023-01-10 2152 1713 439 439 33SH SYSCO CORP 2020-06-10 2023-01-10 2630 1995 635 635 38SH SYSCO CORP 2020-12-10 2023-01-10 3028 2924 104 104 175SH TARGET CORPORATION 2023-07-21 2023-11-17 22677 23637 -960 -960 1SH TEXAS INSTRUMENTS 2011-08-05 2023-01-10 177 27 150 150 1SH TEXAS INSTRUMENTS 2011-08-05 2023-01-10 177 27 150 150 3SH TEXAS INSTRUMENTS 2011-08-05 2023-01-10 531 81 450 450 44SH TEXAS INSTRUMENTS 2020-03-23 2023-01-10 7786 4390 3396 3396 124SH TRUIST FINL CORP 2023-01-10 2023-03-13 4064 5711 -1647 -1647 136SH TRUIST FINL CORP 2020-03-23 2023-03-13 4457 3696 761 761 1SH UNITEDHEALTH GP IN 2016-09-09 2023-04-03 492 134 358 358 1SH UNITEDHEALTH GP IN 2016-09-09 2023-04-03 492 134 358 358 1SH UNITEDHEALTH GP IN 2017-02-24 2023-04-03 492 162 330 330 2SH UNITEDHEALTH GP IN 2016-09-09 2023-04-03 983 268 715 715 2SH UNITEDHEALTH GP IN 2016-09-09 2023-04-03 983 268 715 715 2SH UNITEDHEALTH GP IN 2020-03-23 2023-11-17 1071 393 678 678 4SH UNITEDHEALTH GP IN 2020-03-23 2023-11-17 2142 787 1355 1355 5SH UNITEDHEALTH GP IN 2016-09-09 2023-04-03 2459 671 1788 1788 7SH UNITEDHEALTH GP IN 2016-09-09 2023-04-03 3442 939 2503 2503 8SH UNITEDHEALTH GP IN 2016-09-09 2023-01-10 3870 1074 2796 2796 10SH UNITEDHEALTH GP IN 2016-09-09 2023-04-03 4917 1342 3575 3575 16SH UNITEDHEALTH GP IN 2017-04-18 2023-04-03 7867 2703 5164 5164 15SH UNITEDHEALTH GP IN 2020-03-23 2023-11-17 8032 2950 5082 5082 24SH UNITEDHEALTH GP IN 2020-03-23 2023-11-17 12851 4720 8131 8131 8SH WALMART INC 2023-01-10 2023-11-17 1252 1161 91 91 72SH WALMART INC 2020-03-23 2023-11-17 11266 8286 2980 2980 75SH WALMART INC 2023-04-03 2023-11-17 11736 11135 601 601 51117 1096 0 1096 0 1096 1868 0 0 0 1868 0 772 772 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A Mr William Howard 7036836601 2109 Wakefield Court Alexandria VA 22307 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 William B Howard 2109 Wakefield Court Alexandria VA 22307 President 1.00 0 0 0 Julie M Howard 2109 Wakefield Court Alexandria VA 22307 Secretary-Treasurer 1.00 0 0 0 NONE 0 NONE 0 0 596242 324653 0 920895 0 0 920895 13813 907082 45354 45354 1096 1096 44258 0 44258 0 44258 63790 0 63790 44258 0 0 37057 4558 21058 44194 106867 63790 0 0 0 44258 19532 0 0 126399 0 0 0 0 0 0 37057 89342 4558 21058 44194 19532 William B Howard Julie M Howard X Catholic Charities 200 N Glebe Rd Suite 506 Arlington VA 22203 NC Social Ministry Outreach 2500 Catholic Diocese of Arlington Bishops Lenten Appeal 200 N Glebe Rd Suite 506 Arlington VA 22203 NC Social ministry outreach 1000 Duke University 700 W Main St Suite 110 Durham NC 27701 NC Private Education Institution 10000 Hampden-Sydney College 1 College Rd Farmville VA 23901 NC Private education institution support 16000 Mckenna Center 19 I St NW Washington DC 20001 NC Services for the poor and homeless 1000 The Campagna Center 418 S Washington St Alexandria VA 22314 NC Education services for families and children 17000 The Child & Family Network Centers 3700 Wheeler Avenue Alexandria VA 22304 NC Low-income family preschool program support 8000 Washington Schools For Girls 1901 Mississippi Ave SE Suite 203 Washington DC 20020 NC Catholic education for girls 5000 National PTA Headquarters 1250 N Pitt Street Alexandria VA 22314 NC Empowering families and communities to advocate for all children 40 The Center for Alexandria's Children 4850 Mark Center Dr Alexandria VA 22311 NC Promotes policies, practices, and procedures that maximize cultural competency and prevent discrimination and inequities. 1000 Yellow Ribbon Fund PO Box 41048 Bethesda MD 20824 NC Assist service members and military families. 1000 Higher Achievement 1750 Columbia Road NW Washington DC 20009 NC Provide children with a rigorous learning environment, caring role models, and a culture of high expectations 250 The View 5000 Fairbanks Avenue Alexandria VA 22311 NC Employee Apprecitaion Fund 1000 63790 0 14 12741 14 15026 18 51117 0 78884 0 78884 0 0 0 0 0 0 0 0 0 0 X X 1 William B Howard 2109 Wakefield Court Alexandria VA 22307 308794 X 1 Various equities 308794 2023-12-28 MORGAN STANLEY #8031 - Stocks & Mutual Funds FMV 650344 848824 Service Fees 6 6 0