2025-08-08T15:08:01-05:00 2024-12-31 454149985 ROSEMCKENNA PLLC 1717 PENNSYLVANIA AVE NW 750 WASHINGTON DC 20006 990PF 2024-01-01 464354409 MARCIA AND FRANK CARLUCCI CHARITABLE FOUNDATION MARC 2028621880 1207 CREST LANE MCLEAN VA 22101 MARCIA M CARLUCCI DIRECTOR 2028621880 2025-05-15 1 1 STEVEN E ROSE P00435324 2028621880 2025-05-15 X 2024 2025-03-06 01:10:19Z X 15986307 X 1209585 225497 225497 103111 103111 103111 1538193 328608 0 0 0 0 0 22554 22554 0 0 2045 2045 0 0 24599 24599 0 0 890500 890500 915099 24599 0 890500 623094 304009 0 203607 1978886 1978886 6879949 5758891 14007421 7083556 7737777 15986307 0 0 X 0 0 0 0 7083556 7737777 7083556 7737777 7083556 7737777 7083556 623094 31127 7737777 0 7737777 NEW EDGE WEALTH X6622 -LT D CAP GAIN P 2024-12-31 36919 36919 36919 NEW EDGE WEALTH X2119 -LT D CAP GAIN P 2024-12-31 66192 66192 66192 103111 0 4226 0 4226 0 4226 33656 0 0 0 33656 X 0 29430 29430 0 0 0 0 0 0 0 0 0 0 0 0 1 DE 1 0 0 0 0 1 N/A MARCIA M CARLUCCI 2028621880 1207 CREST LANE MCLEAN VA 221011837 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARCIA M CARLUCCI 1207 CREST LANE MCLEAN VA 22101 DIRECTOR/PRESIDENT/TREASURER 0.50 0 0 0 KRISTIN CARLUCCI WEED 1207 CREST LANE MCLEAN VA 22101 DIRECTOR/VICE PRESIDENT/SECRETARY 0.50 0 0 0 NONE 0 NONE 0 0 14083589 306742 0 14390331 0 0 14390331 215855 14174476 708724 708724 4226 4226 704498 0 704498 0 704498 890500 0 890500 704498 0 0 218897 553626 177960 577086 398500 1926069 890500 0 0 0 704498 186002 0 0 2112071 0 0 0 0 0 0 218897 1893174 553626 177960 577086 398500 186002 MARCIA M CARLUCCI X FORD'S THEATRE 514 TENTH ST NW WASHINGTON DC 20004 NONE PC GENERAL OPERATIONS. 104105 MEDSTAR HEALTH 10980 GRANTCHESTER WAY 7TH FLOOR COLUMBIA MD 21044 NONE PC GENERAL OPERATIONS. 101244 RAND CORPORATION 1776 MAIN STREET PO BOX 2138 SANTA MONICA CA 904012138 NONE PC GENERAL OPERATIONS. 286338 SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY 1300 CONSTITUTION AVE NW WASHINGTON DC 20560 NONE PC GENERAL OPERATIONS. 398813 890500 0 14 225497 18 103111 0 328608 0 328608 0 0 0 0 0 0 0 0 0 0 X X 1 MARCIA CARLUCCI 1207 CREST LANE MCLEAN VA 221011837 1209585 X 1 7,054 SHARES OF CHARLES SCHWAB (SCHW) 541465 2024-12-17 1 307 SHARES OF COHERENT CORP (COHR) 31710 2024-12-17 1 624 SHARES OF SEMTECH CORP (SMTC) 41016 2024-12-17 1 160 SHARES OF CLEAN HARBORS (CLH) 38326 2024-12-17 1 1,135 SHARES OF BROADCOM (AVGO) 272661 2024-12-17 1 3,330 SHARES OF CRITEO S.A. ADS (CRTO) 140859 2024-12-17 1 465 SHARES OF VISTRA CORP (VST) 64993 2024-12-17 1 2,622 SHARES OF TECHNIP FMC PLC (FTI) 78555 2024-12-17 STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: RAND CORPORATIONDESCRIPTION OF CONTRIBUTED PROPERTY: 3359 SHARES OF GRACO (GGG)BOOK VALUE:$17,158METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$286,338METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:SEPTEMBER 19, 2024. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORYDESCRIPTION OF CONTRIBUTED PROPERTY: 450 SHARES OF NVIDIA (NVDA)BOOK VALUE:$10,925.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$398,804.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:MARCH 14, 2024. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: FORD'S THEATREDESCRIPTION OF CONTRIBUTED PROPERTY: 847 SHARES OF NVIDIA (NVDA)BOOK VALUE:$2,112.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$104,105.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:JUNE 25, 2024. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE 990-PF, PART I, LINE 25, COLUMN (A) DONEE ORGANIZATION: MEDSTAR HEALTHDESCRIPTION OF CONTRIBUTED PROPERTY: 835 SHARES OF NVIDIA (NVDA)BOOK VALUE:$2,082.METHOD USED TO DETERMINE BOOK VALUE: STOCK QUOTEFAIR MARKET VALUE:$101,244.METHOD USED TO DETERMINE FAIR MARKET VALUE:AVERAGE OF THE HIGHEST AND LOWEST QUOTED SELLING PRICES ON THE CONTRIBUTION DATE.DATE OF GIFT:JUNE 24, 2024. MS - 4128 STOCK 1963861 9082265 MS - 4129 ETFS 1744662 2651804 MS - 4128 MUTUAL FUNDS 958794 1149965 MS - 4129 MUTUAL FUNDS 1091574 1123387 BOOK-FMV ADJUSTMENTS 31127 PROFESSIONAL FEES 22429 22429 0 0 MS 4128 ACCOUNT TRANSFER FEES 125 125 0 0 MS - 4128 FOREIGN TAXES PAID 994 994 0 0 MS - 4129 FOREIGN TAXES PAID 1051 1051 0 0