2025-06-24T08:24:32-05:00 2024-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990PF 2024-01-01 376448188 LAWRENCE COOLEY AND MARINA FANNING FAMILY FUND LAWR 2024847170 1120 S 18TH STREET ARLINGTON VA 22202 LAWRENCE S COOLEY TRUSTEE 2024847170 2025-06-23 1 1 GABRIELLE KAUFMAN P00890936 3012963600 2025-06-23 2024 2025-03-06 01:10:19Z X 2826674 X X 47771 47771 66503 66503 66503 39330 39330 153604 153604 0 0 0 10480 10480 0 2019 719 0 12499 11199 0 135000 135000 147499 11199 135000 6105 142405 73094 109181 109181 2076312 1853433 2711174 5816 6319 6319 2155222 1968933 2826674 0 0 X 0 0 0 0 2155222 1968933 2155222 1968933 2155222 1968933 2155222 6105 0 2161327 192394 1968933 CAPITAL GAINS DIVIDENDS P 66503 66503 66503 66503 1979 0 1979 0 1979 1302 0 2700 0 4002 0 2023 2023 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 1 1 N/A LAWRENCE COOLEY 2024847170 1120 S 18TH STREET ARLINGTON VA 22202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE S COOLEY 1120 S 18TH STREET ARLINGTON VA 22202 TRUSTEE 1.00 0 0 0 MARINA F FANNING 1120 S 18TH STREET ARLINGTON VA 22202 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1838602 113436 955501 2907539 0 0 2907539 43613 2863926 143196 143196 1979 1979 141217 0 141217 0 141217 135000 0 135000 141217 124207 0 0 135000 124207 0 0 10793 0 0 0 0 0 0 0 0 130424 0 0 0 X GREATER WASHINGTON COMMUNITY FOUNDATION 1325 G STREET NW SUITE 480 WASHINGTON DC 20005 NONE PC DONOR ADVISED FUND - PLANNED FOR GIFTS FOR DONEE'S EXEMPT PURPOSE AND CAUSE 135000 135000 0 14 47771 14 39330 14 66503 0 153604 0 153604 0 0 0 0 0 0 0 0 0 0 AMANA MUTUAL FUND TRUST GROWTH AT COST 132768 335353 AMANA MUTUAL FUND TRUST INCOME AT COST 161356 380295 AMER INTL GROWTH & INCOME AT COST 113225 116046 FRANKLIN MUTUAL GLBL DISCOVERY AT COST 252720 246118 GUGGENHEIM MANAGED FUTURES STRAT CL H (RYMFX) AT COST 52826 41181 HARBOR BOND FUND ADMIN CL AT COST 118577 98870 JANUS HENDERSON BALANCED FUND AT COST 67836 119761 JP MORGAN STRATEGIC INCOME FUND AT COST 97408 96198 LINCOLN CHOICE PLUS ANNUITY AT COST 452000 933619 MACQUARIES DIVERSIFIED INCOME FUND AT COST 110106 90025 METROPOLITAN WEST TOT RETURN BOND AT COST 115833 95376 T ROWE PRICE SMALL CAP VALUE ADV AT COST 79412 112930 TEMPLETON GLOBAL BOND FUND AT COST 99366 45402 DIVIDENDS RECEIVABLE 301 560 560 ANNUITY RECEIVABLE 5515 5759 5759 PRIOR PERIOD ADJUSTMENT 192394 LINCOLN NATL LIFE INS CO 39330 39330 39330 INVESTMENT ADVISORY FEES 10480 10480 0 FOREIGN TAXES PAID 719 719 0 EXCISE TAX 1300 0 0