2025-11-07T08:38:33-06:00 2024-12-31 541342298 KOSITZKA WICKS AND COMPANY 4405 COX ROAD SUITE 200 GLEN ALLEN VA 23060 990PF 2024-01-01 562315079 BRUHN-MORRIS FAMILY FOUNDATION INC BRUH 7032998779 311 CAMERON STREET ALEXANDRIA VA 223143219 LORI M MORRIS PRESIDENT 7032998779 2025-11-06 1 1 HOWARD M KRAMER CPA P00187578 8048551200 2024 2025-03-06 01:10:19Z X 13930418 X X 4945 4945 199690 199690 475546 953183 463015 680181 667650 173325 0 173325 53825 0 53825 13036 6518 0 19763 4763 0 51327 17159 32521 311276 28440 259671 872753 872753 1184029 28440 1132424 -503848 639210 79792 53828 53828 25000 0 25000 25000 25000 74333 74333 220404 5908783 5430899 13631186 6087908 5584060 13930418 0 0 X 0 0 0 0 6087908 5584060 6087908 5584060 6087908 5584060 6087908 -503848 0 5584060 0 5584060 JPM - FOREIGN EXCHANGE GAIN/LOSS P 8422 8422 8422 ISHARES RUSSELL MID-CAP GROWTH P 2024-05-17 24931 9742 15189 15189 ISHARES RUSSELL MID-CAP ETF P 2024-05-17 43031 20137 22894 22894 SPDR S&P 500 ETF TRUST P 2024-05-17 26952 9580 17372 17372 ISHARES MSCI EAFE ETF P 2024-05-17 70917 64049 6868 6868 ISHARES RUSSELL 1000 GROWTH P 2024-05-17 128834 21534 107300 107300 VANGUARD FTSE EMERGING MARKETS P 2024-05-17 6994 7435 -441 -441 FROM K-1 ACCION VENTURE LAB, LP P 4621 4621 4621 FROM K-1 ZERO CARBON CAPITAL 2022 LP - FOREIGN EXCHANGE GAIN/LOSS P 2529 -2529 -2529 FIDELITY 500 INDEX FUND P 2024-05-20 24668 5205 19463 19463 DFA CONTINENTAL SMALL CO P 613813 349957 263856 263856 463015 8885 0 8885 0 8885 29006 0 0 0 29006 0 20121 20121 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 NONE ELLEN KENNEDY FOLTS 7032998779 311 CAMERON STREET ALEXANDRIA VA 22314 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LORI M MORRIS 311 CAMERON STREET ALEXANDRIA VA 22314 PRESIDENT & SECRETARY 15.00 0 0 0 NIGEL W MORRIS 311 CAMERON STREET ALEXANDRIA VA 22314 VICE PRESIDENT & TREASURER 1.00 0 0 0 ELLEN FOLTS 311 CAMERON STREET ALEXANDRIA VA 22314 CEO 30.00 173325 0 0 NONE 0 NONE 0 0 13300152 31317 0 13331469 0 0 13331469 199972 13131497 656575 656575 8885 8885 647690 0 647690 0 647690 1132424 0 1132424 647690 0 0 57329 554615 460042 1071986 1132424 0 0 0 647690 484734 0 0 1556720 0 0 0 0 0 0 0 1556720 57329 554615 460042 484734 LORI M MORRIS NIGEL W MORRIS X ACT FOR ALEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 523 ALEXANDRIA CITY PUBLIC SCHOOLS 1340 BRADDOCK PL ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY EARLY CHILDHOOD COORDINATOR 111081 ALEXANDRIA TUTORING CONSORTIUM 323 S FAIRFAX ST ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 250 ARCADIA 9000 RICHMOND HIGHWAY ALEXANDRIA VA 22309 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 72 CENTER FOR ALEXANDRIA'S CHILDREN 4850 MARK CENTER DRIVE ALEXANDRIA VA 22311 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 275 CENTER FOR ALEXANDRIA'S CHILDREN 4850 MARK CENTER DRIVE ALEXANDRIA VA 22311 CHARITABLE PUBLIC CHARITY GENERAL OPERATING SUPPORT 78393 COMMUNITY LODGINGS 3912 ELBERT AVE STE 108 ALEXANDRIA VA 22305 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 250 CWWMNI CYMUNEDOL BRO FFESTINIOG FYNY GRISIAU 5 STRYD FAWR BLANEAU FFESTINIOG GWYNEDD WALES UK CHARITABLE FOREGIN CHARITABLE O GENERAL OPERATING SUPPORT - FOUNDATION MAINTAINS EXPENDITURE RESPONSIBILITY - SEE ATTACHED STATEMENT 273 FRIENDS OF GUEST HOUSE 1 EAST LURAY AVE ALEXANDRIA VA 22301 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 246 FT HUNT YOUTH ATHLETIC ASSOCIATION PO BOX 6031 ALEXANDRIA VA 22306 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 50 FUND FOR ALEXANDRIA'S CHILD 4850 MARK CENTER DRIVE ALEXANDRIA VA 22311 CHARITABLE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 IU HEALTH FOUNDATION PO BOX 6460 INDIANAPOLIS IN 46206 CHARITABLE PUBLIC CHARITY EHLERS DANLOS CENTER OF EXCELLENCE 158517 KIDS' FIRST YEARS 311 CAMERON ST ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY GENERAL OPERATING SUPPORT/FAMILY ENGAGEMENT ACTIVITIES 208678 KIDS' FIRST YEARS 311 CAMERON ST ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY OPERATING SUPPORT EXPENSES/CONNECT & PLAY AT RAMSEY REC CENTER 16193 NORTHERN VIRGINIA FAMILY SERVICES 10455 WHITE GRANITE DR STE 100 OAKTON VA 22124 CHARITABLE PUBLIC CHARITY SAFE SLEEP INITIATIVE 20000 PROJECT DISCOVERY 3801 W BRADDOCK ROAD ALEXANDRIA VA 22302 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 247 THE CAMPAGNA CENTER 418 S WASHINGTON ST ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY EHS MATCHING GRANT 20000 THE CAMPAGNA CENTER 418 S WASHINGTON ST ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY CAPITAL CAMPAIGN 50000 TSNE MISSION WORKS 89 SOUTH ST STE 700 BOSTON MA 02111 CHARITABLE PUBLIC CHARITY THE BASICS GENERAL OPERATING SUPPORT 130000 SENIOR SERVICES OF ALEXANDRIA 206 N WASHINGTON STREET STE 301 ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY GENERAL OPERATING 5000 SOHO 520 KING STREET STE 100 ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 25 VELOCITY BICYCLE CORP 2111 MT VERNON AVENUE ALEXANDRIA VA 22301 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 25 SCHOLARSHIP FUND OF ALEXANDRIA 3330 KING STREET ALEXANDRIA VA 22302 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 1000 ACHS TITANS HOCKEY 3330 KING STREET ALEXANDRIA VA 22302 CHARITABLE PUBLIC CHARITY SPRING2ACTION MATCHING GIFTS 250 ACT FOR ALEXANDRIA 201 N UNION ST STE 110 ALEXANDRIA VA 22314 CHARITABLE PUBLIC CHARITY GENERAL OPERATING 11405 AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 CHARITABLE PUBLIC CHARITY VIRGINIA PLUS FUND 50000 FOOD FOR THOUGHT FOUNDATION H205 REGENT VILLAGE WEST REGENT ST GRACE BAY PROVIDENCIALES TK CHARITABLE FOREGIN CHARITABLE O CHILD HUNGER & MALNUTRTION - FOUNDATION MAINTAINS EXPENDITURE RESPONSIBILITY - SEE ATTACHED STATEMENT 5000 872753 0 14 4945 14 199690 18 475546 0 680181 0 680181 1 N/A 0 0 0 0 0 0 0 0 0 0 EXPENDITURE RESPONSIBILITY STMT 2024 FORM 990-PF, PART XIV, LINE 3A GRANTEE'S NAME: CWMNI BRO FFESTINIOGGRANTEE'S ADDRESS: FYNY GRISIAU, 5 STRYD FAWR, BLANEAU FFESTINIOG, GWYNEDD LL41 3 ESGRANT AMOUNT: $272.59DATE OF GRANT: 1/30/24PURPOSE OF GRANT: YOUTH PROGRAM IN LLAN FFESTINIOG - MEETINGS, MATERIALSAMOUNTS EXPENDED BY GRANTEE: $272.59DATE OF GRANTEE REPORTS RECEIVED: 1/30/24TO THE KNOWLEDGE OF BRUHN-MORRIS FAMILY FOUNDATION, INC., GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE OF THE GRANT. BRUHN-MORRIS FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF GRANTEE'S REPORTS. EXPENDITURE RESPONSIBILITY STMT 2024 FORM 990-PF, PART XIV, LINE 3A GRANTEE'S NAME: FOOD FOR THOUGHT FOUNDATION, INC.GRANTEE'S ADDRESS: H205 REGENT VILLAGE WEST, REGENT ST., GRACE BAY, PROVIDENCIALES, TURKS & CAICOSGRANT AMOUNT: $5,000.00DATE OF GRANT: 11/27/24PURPOSE OF GRANT: ADDRESS CHILD HUNGER & MALNUTRITUTION IN TCI - FOOD AND SUPPLIESAMOUNTS EXPENDED BY GRANTEE: $5,000.00DATE OF GRANTEE REPORTS RECEIVED: 9/23/25TO THE KNOWLEDGE OF BRUHN-MORRIS FAMILY FOUNDATION, INC., GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE OF THE GRANT. BRUHN-MORRIS FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF GRANTEE'S REPORTS. CAPITAL ONE FINANICAL CORP 74333 220404 ACCION VENTURE LAB LP AT COST 125848 125848 ISHARES MSCI EAFE ETF AT COST 1951974 2099085 ISHARES RUSSELL 1000 GROWTH AT COST 867477 6245774 JPM MANAGED INCOME FUND - CAP AT COST 453041 452858 RUSSELL MIDCAP GROWTH INDEX AT COST 219047 992960 RUSSELL MIDCAP INDEX FUND AT COST 426736 1585984 SPDR S&P 500 ETF TRUST AT COST 354564 1110622 VANGUARD FTSE EMERGING MARKETS ETF AT COST 219845 204742 ZERO CARBON CAPITAL 2022 LP AT COST 133769 133769 POUND STERLING AT COST 10139 11085 JPM MANAGED INCOME FUND - INSTL AT COST 577378 577378 ACCION VENTURE LAB FUND II LP AT COST 91081 91081 DUES & SUBSCRIPTIONS 1079 0 539 SUPPLIES & POSTAGE 228 0 114 FROM K-1 - ACCION VENTURE LAB LP - PORTFOLIO EXPENSES 5400 5400 0 FROM K-1 - ACCION VENTURE LAB FUND II LP - PORTFOLIO EXPENSES 6679 6679 0 FROM K-1 - ZERO CARBON CAPITAL - PORTFOLIO EXPENSES 5080 5080 0 TRAVEL EXPENSES 1604 0 1604 INSURANCE 723 0 0 TELEPHONE 540 0 270 PENSION PLANS & EMPLOYEE BENEFITS 29994 0 29994 PROFESSIONAL FEES 13036 6518 0 NIGEL AND LORI MORRIS 311 CAMERON STREET ALEXANDRIA VA 22314 JP MORGAN - FOREIGN TAXES PAID ON DIVIDENDS 4763 4763 0 2024 Q3 FEDERAL ESTIMATED PAYMENT 15000 0 0