2025-07-31T14:40:22-05:00 2024-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990PF 2024-01-01 113737220 CORNERSTONE FOUNDATION INC CORN 2025951070 1828 L ST NW SUITE 300 WASHINGTON DC 20036 KATHERINE M VOGT MANAGING TRUSTEE 2025951070 2025-07-29 1 0 RICHARD E MORRIS P00190795 3019860600 2025-07-29 2024 2025-03-06 01:10:19Z X 53329506 X X 17735 17735 1219224 1219224 7735347 54455252 7735347 8972306 8972306 0 0 0 0 0 14293 0 0 14293 2900 0 0 2900 186381 63684 0 122697 30018 0 0 0 16703 10065 0 6638 250295 73749 0 146528 2170000 2170000 2420295 73749 0 2316528 6552011 8898557 0 287606 291464 291464 1625843 12 12 43960503 52132695 53036126 0 1904 1904 45873952 52426075 53329506 112 0 112 X 0 0 0 0 45873952 52425963 45873952 52425963 45873952 52426075 45873952 6552011 0 52425963 0 52425963 PERSHING PUBLICLY TRADED SECURITIES 12150183 9858817 2291366 2291366 PERSHING PUBLICLY TRADED SECURITIES 40882018 36861088 4020930 4020930 PERSHING CAPITAL GAIN DIVIDENDS 1423051 1423051 1423051 7735347 123690 0 123690 0 123690 28000 0 125000 0 153000 0 29310 29310 0 0 0 0 0 0 0 0 1 0 0 1 1 MD 1 0 0 0 0 1 N/A ARABELLA ADVISORS 2025951070 1828 L ST NW SUITE 300 WASHINGTON DC 20036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHERINE VOGT 1828 L ST NW SUITE 300 WASHINGTON DC 20036 MANAGING TRUSTEE 1.00 0 0 0 MARTIN ROMO 1828 L ST NW SUITE 300 WASHINGTON DC 20036 TREASURER 1.00 0 0 0 EMILY VOGT 1828 L ST NW SUITE 300 WASHINGTON DC 20036 SECRETARY 1.00 0 0 0 ELIZABETH VOGT 1828 L ST NW SUITE 300 WASHINGTON DC 20036 TRUSTEE 1.00 0 0 0 LUCY VOGT 1828 L ST NW SUITE 300 WASHINGTON DC 20036 TRUSTEE 1.00 0 0 0 NONE 0 ARABELLA ADVISORS 1828 L ST NW SUITE 300 WASHINGTON DC 20036 CONSULTING SERVICES 122585 0 0 51655166 978834 1904 52635904 0 0 52635904 789539 51846365 2592318 2592318 123690 123690 2468628 0 2468628 0 2468628 2316528 0 2316528 2468628 1172034 0 0 2316528 1172034 0 0 1144494 0 0 0 0 0 0 0 0 1324134 0 0 0 KATHERINE VOGT X ENVIRONMENTAL DEFENSE FUND 555 12TH ST NW 400 WASHINGTON DC 20004 PC SUPPORT CHARITABLE ACTIVITIES 350000 ISLAND INSTITUTE 386 MAIN ST 3345 ROCKLAND MD 04841 PC SUPPORT CHARITABLE ACTIVITIES 340000 THE BASIC FUND 1301 CLAY ST 70450 OAKLAND CA 94612 PC SUPPORT CHARITABLE ACTIVITIES 60000 THE POSSE FOUNDATION 1319 F ST NW 604 WASHINGTON DC 20004 PC SUPPORT CHARITABLE ACTIVITIES 150000 CHILDREN'S LITERACY INITIATIVE 990 SPRING GARDEN ST 4TH FL STE 400 PHILADELPHIA PA 19123 PC SUPPORT CHARITABLE ACTIVITIES 150000 TEACH FOR AMERICA 1411 K ST NW 12TH FL WASHINGTON DC 20005 PC SUPPORT CHARITABLE ACTIVITIES 240000 HOUSE OF RUTH 5 THOMAS CIR NW 4 WASHINGTON DC 20005 PC SUPPORT CHARITABLE ACTIVITIES 240000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM ST NO 10 NEW YORK NY 10038 PC SUPPORT CHARITABLE ACTIVITIES 200000 THURGOOD MARSHALL COLLEGE FUND 901 F ST NW STE 700 WASHINGTON DC 20004 PC SUPPORT CHARITABLE ACTIVITIES 80000 WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC 120 BROADWAY STE 1750 NEW YORK NY 10271 PC SUPPORT CHARITABLE ACTIVITIES 125000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 PC SUPPORT CHARITABLE ACTIVITIES 75000 ROCK THE VOTE 200 MASSACHUSETTS AVE NW STE 700 WASHINGTON DC 20001 PC SUPPORT CHARITABLE ACTIVITIES 160000 2170000 0 14 17735 14 1219224 14 7735347 0 8972306 0 8972306 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2900 0 0 2900 PERSHING ADVISOR SOLUTIONS 52132695 53036126 RETHINK IMPACT III, LP AT COST 1904 1904 LEGAL FEES 14293 0 0 14293 DUES AND SUBSCRIPTIONS 4991 0 0 4991 INSURANCE 1625 0 0 1625 POSTAGE AND SHIPPING 22 0 0 22 OTHER PORTFOLIO DEDUCTIONS 10065 10065 0 0 CONSULTING FEES 122585 0 0 122585 OTHER PROFESSIONAL FEES 112 0 0 112 INVESTMENT MANAGEMENT FEES 63684 63684 0 0 FEDERAL EXCISE TAX 30018 0 0 0