2024-09-16T10:05:13-05:00 2024-04-30 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-05-01 520794431 Anthony and Anna L Carozza Foundation % Foundation Source ANTH 2022448565 C/O MC VOLPE 3027 DAVENPORT ST NW Washington DC 200082116 Robert P Volpe Secretary 8008391754 2024-08-29 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 1784551 X 0 X 5799 5799 71342 71342 12844 12844 12844 89985 89985 0 16640 16640 1431 14080 14080 32151 16640 14080 72500 72500 104651 16640 86580 -14666 73345 100312 85646 85646 1353880 1353880 1698905 1454192 1439526 1784551 0 0 X 1454192 1439526 1454192 1439526 1454192 1439526 1454192 -14666 1439526 1439526 Publicly-traded Securities 12844 0 12844 12844 12844 1019 1019 1019 1200 0 1200 X 0 181 181 false false false false false false false true true DC true false false false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Sandra L Carey 21841 PARVIN DRIVE SANTA CLARITA CA 91350 Dir, Pres 1.0 0 0 0 Jacqueline Chase 26901 SANTA YNEZ WAY VALENCIA CA 91355 Dir, Treas 1.0 0 0 0 Maria C Volpe 3027 DAVENPORT STREET NW WASHINGTON DC 20008 Dir, VP 3.0 0 0 0 Robert Volpe 7707 WISCONSIN AVENUE APT 718 BETHESDA MD 20814 Dir, Sec 1.0 0 0 0 Bethany E Carey 2032 Belmont Road 306 WASHINGTON DC 20009 dir 1.0 0 0 0 1665594 123370 0 1788964 0 1788964 26834 1762130 88107 88107 1019 1019 87088 87088 87088 86580 0 0 0 0 86580 87088 2021 2020 2019 21443 21443 86580 86580 0 508 508 20935 0 20935 20935 NONE MARIA C VOLPE 3027 DAVENPORT STREET NW WASHINGTON DC 200082116 mcvesq1@icloud.com A COPY OF 501 (C)(3) DETERMINATION LETTER SHOULD BE INCLUDED AS WELL AS THE DESCRIPTION OF THE PROGRAM TO BE FUNDED AND THE COST. Requests should be received by February 15th. The foundation limits its grants to tax-exempt organizations. BISHOP JOHN T WALKER SCHOOL FOR BOYS 1801 MISSISSIPPI AVE SE WASHINGTON DC 20020 N/A PC tuition assistance program for all students 5000 BRIGHT BEGINNINGS INC 3418 4TH ST SE WASHINGTON DC 20032 N/A PC comprehensive programs for preschool children 3000 DON BOSCO CRISTO REY HIGHSCHOOL OF THE ARCHDIOCESE 1010 LARCH AVE TAKOMA PARK MD 20912 N/A PC tuition assistance fund for current or future students 5000 ELLINGTON FUND 3500 R ST NW WASHINGTON DC 20007 N/A PC to support the programs at the school 3000 HOLY FAMILY PARISH 2210 CALLAWAY ST HILLCREST HEIGHTS MD 20748 N/A PC to help retire current debt 7500 HOUSE OF RUTH 5 THOMAS CIR NW WASHINGTON DC 20005 N/A PC to support the many programs offered for abuse women and their children 5000 SOME INC 71 O ST NW WASHINGTON DC 20001 N/A PC To support the numerous programs for District of Columbia residents in need 5000 ST ANNS CENTER FOR CHILDREN YOUTH AND FAMILIES 4901 EASTERN AVE HYATTSVILLE MD 20782 N/A PC to support current programs and the development of new programs for young women and their families in this time of increased need 7500 ST AUGUSTINE SCHOOL 1419 V ST NW WASHINGTON DC 20009 N/A PC To support the needs of teachers or students during the scholastic year 3500 THE DISTRICT OF COLUMBIA CHILDRENS ADVOCACY CENTER 429 O ST NW WASHINGTON DC 20001 N/A PC to provide basic needs and mental health support for victims of abuse and their families 5000 THE TRAINING SOURCE INC 59 YOST PL CAPITOL HEIGHTS MD 20743 N/A PC to support the training programs and adjunct services which foster positive economic mobility for residents of low income communities 5000 THE WASHINGTON SCHOOL FOR GIRLS 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 N/A PC Graduate Support Program as well as the Building Dreams Capital Campaign 15000 THEATRE DOWNTOWN INC 4018 ARGYLE TERRACE NW WASHINGTON DC 20011 N/A PC General & Unrestricted 3000 72500 14 5799 14 71342 18 12844 89985 89985 false false false false false false false false false false BBH LIMITED DURATION FUND CLAS 120000 121178 BLACKROCK STRATEGIC INCOME OPP 29992 27888 COLUMBIA DIVIDEND INCOME FUND 66104 155395 COLUMBIA EMERGING MARKETS FUND 30000 36850 COLUMBIA INCOME OPPORTUNITIES 32518 30025 COLUMBIA SELECT LARGE CAP GROW 30763 42479 COLUMBIA SHORT TERM BOND FUND 137419 132747 COLUMBIA SMALL CAP INDEX FUND 14955 26600 COLUMBIA STRATEGIC INCOME FUND 29403 30227 DOUBLELINE TOTAL RETURN BOND-R 90000 70117 GOLDMAN SACHS STRATEGIC INC IN 49842 44263 INVESCO OPPENHEIMER INTL GROWT 75000 66833 ISHARES CORE MSCI EAFE ETF 67210 78980 JANUS HENDERSON ENTERPRISE FUN 56004 145070 JPMORGAN U.S. LARGE CAP CORE P 27315 26934 METROPOLITAN WEST TOTAL RETURN 72687 58877 PIMCO ALL ASSET FUND INSTITUTI 69846 63615 PIMCO COMMODITY REAL RETURN ST 20000 20711 ROBECO BOSTON PARTNERS LONG SH 40000 36181 SPDR S&P DIVIDEND ETF 111969 278657 UNDISCOVERED MANAGERS BEHAVIOR 36353 55462 VANGUARD SHORT TERM CORPORATE 113536 109112 WISDOMTREE EM MKTS 32964 40704 Administrative Fees 12830 12830 Indemnification Insurance 1250 1250 Investment Management Services 16640 16640 990-PF Estimated Tax for 2024 1200 990-PF Excise Tax for 2023 231