2025-09-26T12:52:22-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990PF 2024-01-01 546049005 GEORGE AND CAROL OLMSTED FOUNDATION GEOR 7035363500 80 EAST JEFFERSON ST 300B FALLS CHURCH VA 22046 BRUCE K SCOTT PRESIDENT 7035363500 2025-09-26 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z X 48490520 X X 1077722 1077722 2834697 14485467 2834697 639 153268 3913058 4065687 757760 84976 672784 136373 13637 122736 88881 8888 59180 4500 900 3600 22250 11125 11125 222740 239132 0 66096 122 488 2017 403 63802 12760 51042 43846 3422 40424 209783 9555 204145 1618048 384920 1165524 1129724 1157370 2747772 384920 2322894 1165286 3680767 658509 437151 437151 1084317 1058254 1058254 615 38274 615 615 5480 5179 5179 8299967 8716977 8716977 35855340 38230732 38230732 92571 92571 2017 0 0 105255 41612 41612 46049159 48490520 48490520 56185 73081 836834 809188 194209 145013 1087228 1027282 X 44961931 47463238 44961931 47463238 46049159 48490520 44961931 1165286 1336021 47463238 0 47463238 PUBLICLY TRADED SECURITIES P 14485467 11650770 2834697 2834697 2834697 51163 0 51163 0 51163 71325 0 0 0 71325 0 20162 20162 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 WWW.OLMSTEDFOUNDATION.ORG MARK B ELFENDAHL 7035363500 80 EAST JEFFERSON ST 300B FALLS CHURCH VA 22046 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BRUCE K SCOTT 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 PRESIDENT 40.00 287970 14398 0 MARK B ELFENDAHL 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 EXECUTIVE VICE PRESIDENT 40.00 209790 10489 0 SEAN J COSDEN 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 VICE PRESIDENT 40.00 168000 8400 0 JAMES G FOGGO 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 CHAIRMAN 1.00 9200 0 0 KURT W TIDD 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 KRISTIE A KENNEY 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 STEVEN M SHEPRO 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 PATRICK J DONAHUE 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 NADJA Y WEST 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 ROBERT A GLECKLER 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 MICHAL POLIDOR 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 JONATHAN AHLSTROM 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 EDWARD V HOLTON 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 DIRECTOR 1.00 9200 0 0 AMY W MACDONALD 80 EAST JEFFERSON STREET 300B FALLS CHURCH VA 22046 OFFICE ADMINISTRATOR 40.00 73500 3675 0 0 BANK OF AMERICA PRIVATE WEALTH MANAGEMENT 114 W 47TH STREET NEW YORK NY 10036 INVESTMENT MANAGEMENT 222740 0 ANNUAL MEETING, REUNION AND RECEPTION 81502 NEW SCHOLAR ORIENTATION FOR OLMSTED SCHOLAR CLOASS OF 2025 15388 9TH ANNUAL OLMSTED LECTURE 15503 STAFF MEMBER VISIT TO OLMSTED SCHOLARS AND UNIVERSITIES OVERSEAS 10104 0 47144427 726349 0 47870776 0 0 47870776 718062 47152714 2357636 2357636 51163 51163 2306473 0 2306473 0 2306473 2322894 0 2322894 2306473 62820 0 0 2322894 62820 0 0 2260074 0 0 0 0 0 0 0 0 46399 0 0 0 X AARON COLLETT C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, SPOUSE LANGUAGE 16000 ADAM CRIBB C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL SPOUSE LANGUAGE 2714 ADAM IRONS C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, SCHOLAR LANGUAGE 24235 ALEXANDER HOLLAND C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 2, SPOUSE LANGUAGE 14224 ALEXANDER JEFFERIES C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2, GRANT YEAR 2 15888 ANDREW BLOOD C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 2 16931 BRANDON THOENNES C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 2 12680 BRENDAN HENNING C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2 12000 BRYCE GREENE C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, FAM TRIP EXP 12963 CHARLES FIELD CASSIANO C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, FAM TRIP EXP 14472 CHRISTOPHER MANCHIGAH C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, FAM TRIP EXP 14494 DANIEL COHOON C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2, GRANT YEAR 2 12278 DANIEL GREGORY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL FAM TRIP EXP 2159 DANIEL JONES C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, FAM TRIP EXP 16727 DAVID ELSENBECK C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2 1292 EMMA MICKELSON C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, FAM TRIP EXP 10009 ERIC EVERHART C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2 918 ERNESTO GUERRERO C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL SPOUSE LANGUAGE 380 GORDON SPAHR C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 2, SPOUSE LANGUAGE 14239 JACLYN FRANC C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 2 33123 JAMES TALISSE C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2 8500 JENNER YUHAS C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, SPOUSE LANGUGAE 3575 JENNIFER WALTERS C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 2, SPOUSE LANGUAGE 20057 JEREMY BUTLER C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, FAM TRIP EXP 16574 JONATHAN HEBEL C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL SPOUSE LANGUAGE 151 JOSEPH SHIVER C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL SPOUSE LANGUAGE 2029 JOSHUA HARNISCH C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, SPOUSE LANGUAGE 23057 JULIE MARTIN C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, FAM TRIP EXP 12995 MARIE CARILLO C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 2 21422 MARK MCSHARRY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, SPOUSE LANGUAGE, SCHOLAR LANGUAGE 5527 MASON MCLEAN C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL SPOUSE LANGUAGE 914 MATTHEW FRYER C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2, GRANT YEAR 2, SPOUSE LANGUAGE 17806 MICHAEL O'KELLEY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, SPOUSE LANGUAGE, FAM TRIP EXP 19245 MICHAEL SWEENEY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2 10000 MYLES MCCARTHY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2, GRANT YEAR 2, SPOUSE LANGUAGE 19106 NATALIE RAMBISH C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2 10000 NITIN PRASHAR C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2, SPOUSE LANGUAGE 16225 NORFOLK STATE UNIVERSITY 700 PARK AVENUE NORFOLK VA 23504 NONE GOVERNMENT UNDERGRADUATE IMMERSION TRAVEL 6000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 NONE GOVERNMENT UNDERGRADUATE IMMERSION TRAVEL 25000 PATRICIA SCHLEISMAN C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, FAM TRIP EXP 14557 PATRICK FUGATE C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, SPOUSE LANGUAGE, SCHOLAR LANGUAGE 16894 PATRICK MCDONNELL C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 1, SPOUSE LANGUAGE 9817 RANDALL ROOS C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, SPOUSE LANGUAGE, SCHOLAR LANGUAGE 11500 REBECCA SMITH C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 2 19328 REUBEN LUONE C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, FAM TRIP EXP 15377 RILEY HARSH C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2, SPOUSE LANGUAGE 10136 ROYCE WOODARD C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, SPOUSE LANGUAGE 3060 RYAN DEITS C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL FAM TRIP EXP 2604 RYAN FORTNEY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2 1468 RYAN MARTELLY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 2 3000 SAMUEL MORELL C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL FAM TRIP EXP 2196 SAMUEL MOUER C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2 10000 SEAN KELLY C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 2 10858 SEAN MARGOT C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, SPOUSE LANGUAGE 6933 SHAKIR ROBINSON C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 2 8500 STEVEN ROSHONG C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1, FAM TRIP EXP 16156 SUNGKUYN CHANG C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL SPOUSE LANGUAGE 256 THE CITADEL FOUNDATION 171 MOULTRIE STREET CHARLESTON SC 29409 NONE PUBLIC CHARITY UNDERGRADUATE IMMERSION TRAVEL 20000 THE SOCIETY OF THE CINCINNATI 2118 MASSACHUSETTS AVENUE NW WASHINGTON DC 20008 NONE PUBLIC CHARITY PUBLIC EDUCATION 15000 THOMAS CARLSON C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL GRANT YEAR 1 10000 TURNER BROWN C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, GRANT YEAR 1, FAM TRIP EXP 17318 TYLER SINISGALLI C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL TUITION YEAR 1, TUITION YEAR 2, GRANT YEAR 2, SPOUSE LANGUAGE 15503 US AIR FORCE ACADEMY ASSOCIATION OF GRADUATES AND FOUNDATION 3116 ACADEMY DRIVE USAF ACADEMY CO 80840 NONE PUBLIC CHARITY UNDERGRADUATE OVERSEAS TRAVEL, STUDENT CONFERENCE 115000 US COAST GUARD ACADEMY 31 MOHEGAN AVENUE PKWY NEW LONDON CT 06320 NONE GOVERNMENT UNDERGRADUATE IMMERSION TRAVEL 20000 US MILITARY ACADEMY ASSOCIATION OF GRADUATES 698 MILLS ROAD WEST POINT NY 10996 NONE PUBLIC CHARITY UNDERGRADUATE OVERSEAS TRAVEL, STUDENT CONFERENCE 115000 US NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION 274 WOOD ROAD ANNAPOLIS MD 21402 NONE PUBLIC CHARITY UNDERGRADUATE OVERSEAS TRAVEL, STUDENT CONFERENCE 115000 UNIVERSITY OF NORTH GEORGIA FOUNDATION 82 COLLEGE CIRCLE DAHLONEGA GA 30597 NONE PUBLIC CHARITY UNDERGRADUATE IMMERSION TRAVEL 26000 VIRGINIA MILITARY INSTITUTE FOUNDATION PO BOX 932 LEXINGTON VA 24450 NONE PUBLIC CHARITY UNDERGRADUATE IMMERSION TRAVEL 20000 VIRGINIA TECH FOUNDATION 902 PRICES FORK ROAD BLACKSBURG VA 24061 NONE PUBLIC CHARITY UNDERGRADUATE IMMERSION TRAVEL 20000 1157370 FUTURE YEAR SCHOLAR GRANTS C/O OLMSTED FOUNDATION 80 EAST JEFFERSON STREET SUITE 300B FALLS CHURCH VA 22046 NONE INDIVIDUAL SCHOLAR GRANTS TO BE PAID IN 2025, 2026 AND 2027 FOR 21 SCHOLARS 462604 462604 14 1077722 18 2834697 OTHER REVENUE 01 639 0 3913058 0 3913058 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 22250 11125 11125 FIXED INCOME 8716977 8716977 MUTUAL FUNDS FMV 35455806 35455806 PRIVATE EQUITY FUNDS FMV 2774926 2774926 LEGAL 4500 900 3600 SECURITY DEPOSITS 4421 4421 4421 RIGHT-OF-USE-ASSET 100834 37191 37191 SUPPLIES AND OFFICE EXPENSES 20256 4051 20122 INSURANCE 9559 1912 7647 SCHOLAR ORIENTATION 26230 0 26230 REPAIRS & MAINTENANCE 13964 2793 11171 PROMOTIONS & PUBLICITY 34749 0 34749 SCHOLAR ASSEMBLIES 5237 0 5237 ANNUAL MEETING & RECEPTION 81502 0 81502 FURNITURE, COMPUTERS, ACCESSORIES 14293 0 14293 TELEPHONE AND INTERNET 3993 799 3194 K-1 INCOME-NB PM FUND (CROSSROADS) 87406 K-1 INCOME-NB PM FUND (EXCELSIOR) 65862 OTHER REVENUE 639 639 UNREALIZED GAIN ON INVESTMENTS 1336021 DEFERRED TAX LIABILITY 88302 105529 LEASE LIABILITY 105907 39484 INVESTMENT MANAGEMENT FEES 222740 222740 0 K-1 PORTFOLIO DEDUCTIONS 0 16392 0 PROPERTY TAXES 610 122 488 EXCISE TAX 65486 0 0