2024-05-10T11:51:09-05:00 2023-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 3877 FAIRFAX RIDGE ROAD SUITE 200N FAIRFAX VA 22030 990PF 2023-01-01 201360297 HARRY AND ZOE POOLE FOUNDATION HARR 7035917200 PO BOX 545 FAIRFAX VA 22038 PAUL M GURMAN PRESIDENT 7035917200 2024-05-10 1 PAUL GURMAN 999009999 0 DANIEL A LARSON P01293368 7035917200 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3125518 X X 1594 1594 95181 95181 -42611 1115180 0 54164 96775 28000 0 0 8321 0 8321 29098 29098 0 2269 0 1913 3533 0 5421 71221 29098 15655 150400 150400 221621 29098 166055 -167457 67677 282636 82457 82457 104586 191919 191919 2554473 2851142 2851142 2941695 3125518 3125518 0 0 X 2941695 3125518 2941695 3125518 2941695 3125518 2941695 -167457 351280 3125518 0 3125518 ST COVERED #6645 2023-01-31 2023-03-21 102525 101818 707 707 LT COVERED #6645 2019-12-23 2023-12-11 953997 1020822 -66825 -66825 LT NON-COVERED #6645 2010-03-03 2023-12-11 19585 35151 -15566 -15566 CAPITAL GAINS DIVIDENDS P 39073 39073 39073 -42611 941 0 941 0 941 5618 0 0 0 5618 0 4677 4677 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A PAUL M GURMAN 7035917200 PO BOX 545 FAIRFAX VA 22038 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL M GURMAN PO BOX 545 FAIRFAX VA 22038 PRESIDENT 4.00 25000 0 0 CHARLES WIGHT PO BOX 545 FAIRFAX VA 22038 DIRECTOR 1.00 3000 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES GRANTS TO OTHER CHARITABLE ORGANIZATIONS THAT QUALIFY UNDER SECTION 501(C)(3). 166055 0 2942352 96590 0 3038942 0 0 3038942 45584 2993358 149668 149668 941 941 148727 0 148727 0 148727 166055 0 166055 148727 0 0 4289 4289 166055 0 0 0 148727 17328 0 0 21617 0 0 0 0 0 0 0 21617 4289 17328 PAUL M GURMAN CHARLES WIGHT HARRY AND ZOE POOLE FOUNDATION PAUL PO BOX 545 FAIRFAX VA 22038 7035917200 WRITTEN REQUEST. NONE FUNDS SHOULD BE USED TO PROMOTE EDUCATION OR BENEFIT CHILDREN. ARLINGTON THRIVE PO BOX 7429 ARLINGTON VA 22207 NONE PUBLIC CHARITY TO PROVIDE FINANCIAL ASSISTANCE TO COUNTY RESIDENTS WHO EXPERIENCE SUDDEN FINANCIAL CRISIS 2500 BRIGHT BEGINNINGS INC 3418 4TH ST SE WASHINGTON DC 20032 NONE PUBLIC CHARITY EARLY CHILDHOOD EDUCATION FOR CHILDREN 5000 BRIGHT CENTER 7845 ASHTON AVE MANASSAS VA 20109 NONE PUBLIC CHARITY DAY PROGRAM FOR SPECIAL NEEDS YOUTH 5000 BRITEPATHS 3959 PENDER DR 200 FAIRFAX VA 22030 NONE PUBLIC CHARITY CRISIS ASSISTANCE AND SELF-SUFFICIENCY SUPPORTS FOR WORKING FAMILIES 5000 DEPAUL COMMUNITY RESOURCES 5650 HOLLINS RD ROANOKE VA 24019 NONE PUBLIC CHARITY PROVIDE ASSISTANCE TO THOSE WITH DEVELOPMENTAL DISABILITIES 2500 DOORWAYS FOR WOMEN AND FAMILIES PO BOX 100185 ARLINGTON VA 22210 NONE PUBLIC CHARITY AT-RISK WOMEN AND CHILDREN ASSISTANCE PROGRAMMING 7500 FRIENDS OF GUEST HOUSE 1 EAST LURAY AVENUE ALEXANDRIA VA 22301 NONE PUBLIC CHARITY CHILDREN SUPPORT 2500 GOOD SHEPHERD HOUSING & FAMILY SERV INC PO BOX 15096 ALEXANDRIA VA 22309 NONE PUBLIC CHARITY REDUCING HOMELESSNESS AND PROMOTING SELF SUFFICIENCY 2500 GREATER DC DIAPER BANK 8858 MONARD DR SILVER SPRING MD 20910 NONE PUBLIC CHARITY FAMILY NEEDS 5000 HOUSE OF MERCY 8170 FLANNERY COURT MANASSAS VA 20109 NONE PUBLIC CHARITY BY PROVIDING BASIC NECESSITIES AND OPPORTUNITIES FOR PERSONAL AND SPIRITUAL GROWTH 2500 KEEN 1900 K STREET NW WASHINGTON DC 20006 NONE 501(C)(3) TO PROVIDE FREE PROGRAMS FOR KIDS WITH DISABILITIES, REGARDLESS OF THE NATURE OR SEVERITY OF THAT DISABILITY. 7400 MASSACHUSETTS INST OF TECH 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 NONE UNIVERSITY EDUCATIONAL SCHOLARSHIPS 25000 MEDICAL MISSION OF MERCY USA PO BOX 144 FALLS CHURCH VA 22040 NONE PUBLIC CHARITY PROVIDE MEDICAL AND SURGICAL SERVICES TO THOSE IN NEED 5000 NETWORK FOR TEACHING ENTREPRENEURSHIP 120 WALL STREET 18TH FLOOR NEW YORK NY 10005 NONE PUBLIC CHARITY SUPPORT NFTE PROGRAMS IN PUBLIC 2500 OPERATION WARM 6 DICKINSON DR 314 CHADDS FORD PA 19317 NONE PUBLIC CHARITY PROVIDE CLOTHING FOR CHILDREN IN NEED 2500 REACH OUT AND READ VIRGINIA 1742 PARHAM ROAD RICHMOND VA 23228 NONE PUBLIC CHARITY CHILDREN READING PROGRAMMING 7500 SAFE SHORES 429 O ST NW WASHINGTON DC 20001 NONE PUBLIC CHARITY DEDICATE TO WORK WITH AND ADVOCATE FOR CHILDREN AND ADOLESCENTS AFFECTED BY TRAUMA AND VIOLENCE 5000 SAFE SPOT PO BOX 148 FAIRFAX VA 22038 NONE PUBLIC CHARITY CHILD SAFETY PROGRAMS 5000 SEABEE MEMORIAL SCHOLARSHIP PO BOX 391 SPRINGFIELD VA 22150 NONE 501(C)(3) TO PROVIDE SCHOLARSHIPS FOR THE CHILDREN OF SEABEES AND CEC OFFICERS 5000 SO OTHERS MIGHT EAT 71 O ST NW WASHINGTON WASHINGTON DC 20001 NONE 501(C)(3) TO HELP VULNERABLE NEIGHBORS FIND PATHWAYS OUT OF POVERTY AND ACHIEVE LONG-TERM STABILITY AND SUCCESS 5000 SPACE OF HER OWN PO BOX 230283 ALEXANDRIA VA 22320 NONE PUBLIC CHARITY AT RISK CHILDREN'S NEEDS THROUGH MENTORING 5000 THE CHILD & FAMILY NETWORK CENTERS 3700 WHEELER AVE ALEXANDRIA VA 22304 NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS FOR AT-RISK CHILDREN 2500 THE SUNSHINE FOUNDATION 1041 MILL CREEK DRIVE FEASTERVILLE PA 19053 NONE PUBLIC CHARITY ILL CHILDREN PROGRAMMING 5000 UNITED COMMUNITY MINISTRIES 7511 FORDSON ROAD ALEXANDRIA VA 22306 NONE PUBLIC CHARITY CHILDREN'S PROGRAMS 5000 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT RD COLLEGE PARK MD 20740 NONE UNIVERSITY EDUCATIONAL PROGRAMS 10000 VOLUNTEER ALEXANDRIA 1055 N FAIRFAX ST SUITE 200 ALEXANDRIA VA 22314 NONE PUBLIC CHARITY SOLVING COMMUNITY PROBLEMS, AND ARE ESSENTIAL FOR A HEALTHY, PRODUCTIVE, AND ENGAGED COMMUNITY 2500 VOLUNTEER FAIRFAX 12015 LEE JACKSON MEMORIAL HWY SUITE 225 FAIRFAX VA 22033 NONE PUBLIC CHARITY MOBILIZE PEOPLE AND RESOURCES TO MEET REGIONAL COMMUNITY NEEDS 2500 CLOVERLEAF EQUINE CENTER 12933 POPES HEAD RD CLIFTON VA 20124 NONE PUBLIC CHARITY PROVIDES EQUINE-ASSISTED ACTIVITIES FOR CHILDREN AND ADULTS WITH DISABILITIES IN AN AN INCLUSIVE, COMMUNITY SETTING 500 CHILD RESOURCE CONNECT 9475 LOTTSFORD RD 202 UPPER MARLBORO MD 20774 NONE PUBLIC CHARITY CHILD CARE RESOURCES 5000 MARY'S CENTER 2333 ONTARIO RD NW WASHINGTOND DC 20009 NONE PUBLIC CHARITY EMBRACES ALL COMMUNITIES AND PROVIDES HIGH-QUALITY HEALTHCARE, EDUCATION, AND SOCIAL SERVICES TO BUILD BETTER FUTURES 2500 150400 0 14 1594 14 95181 14 18 -42611 0 54164 0 54164 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3700 0 3700 BOOKKEEPING 4621 0 4621 WF #6069-6645 KINDER MORGAN INC DEL- 2975 SHS 52479 52479 WF #6069-6645 VANECK VECTORS TR- 1643 SHS 139440 139440 AMERICAN BEACON FDS- 8,384 SHS FMV 75626 75626 AMG FUND YACKTMAN FUND- 8,601 SHS FMV 200738 200738 CALAMOS CONVERTIBLE OPP - 1,355 SHS FMV 14038 14038 CALAMOS LONG/SHORT EQUITY FDS- 3,250 SHS FMV 46963 46963 COLUMBIA DIVIDEND INCOME FUND- 8,083SHS FMV 245796 245796 COLUMBIA FUNDS TR IX STRATEGIC- 3,736 SHS FMV 79914 79914 FRANKLIN EMERGING MKT FUNDS- 8,323 SHS FMV 89635 89635 GOLDMAN SACHS FUNDS-3,734 SHS FMV 73979 73979 GUGGENHEIM CORE BOND FUND INSTL CLASS - 7,386 SHS FMV 120761 120761 MFS SERIES TR XIII- 10,384 SHS FMV 183696 183696 SMEAD FDS TR -3,254 SHS FMV 247950 247950 T ROWE PRICE INT'L FUNDS- 4,135 SHS FMV 236912 236912 VICTORY SYCAMORE-3,540 SHS FMV 164262 164262 VIRTUS FUNDS- 2,234 SHS FMV 128500 128500 WASATCH ULTRA GROWTH FUND-6,099 SHS FMV 194365 194365 AIM INVT FDS INVESCI-9,918 SHS FMV 62583 62583 AMERICAN CENTURY FDS-13,015 SHS FMV 136656 136656 AMERICAN FUND STRATEGIC BOND FD CL F2-9,352 SHS FMV 86880 86880 BARON SELECT FUNDS-315 SHS FMV 52287 52287 FIDELITY ADVISOR FOCUS-2,234 SHS FMV 63727 63727 ARISTOTLE FDS SER TR-13,498 SHS FMV 128903 128903 DELAWARE IVY-2,730 SHS FMV 89377 89377 VIRTUS KAR EMERGING-6,923 SHS FMV 102398 102398 ABRDN TOTAL DYNAMIC-3,126 SHS FMV 25196 25196 REGISTRATION FEES 25 0 1913 PAYROLL PROCESSING FEES 926 0 926 INSURANCE 1582 0 1582 REIMBURSEMENTS ON MEALS AND BOARD MEETINGS 1000 0 1000 NET UNREALIZED GAIN ON INVESTMENTS 351280 INVESTMENT FEES 29098 29098 0 PAYROLL TAXES 1913 0 1913 FOREIGN TAXES W/H 356 0 0