2025-11-11T08:48:25-06:00 2023-12-31 882861132 DIANE MOSHOLDER CPA 1489 CHAIN BRIDGE ROAD SUITE 201 MCLEAN VA 22101 990PF 2023-01-01 274824652 BLUEBERRY HILL AGM FOUNDATION C/O ROBERT J FREDA BLUE 7038478799 1489 CHAIN BRIDGE ROAD 202 MCLEAN VA 22101 PATRICIA A FREDA PRESIDENT 7038478799 2025-11-11 1 0 DIANE MOSHOLDER CPA P01269564 7037603173 X 2023 2025-03-06 01:10:19Z X X 4514210 X 6019500 27090 27090 37902 37902 4761 755689 4761 293052 281904 6382305 351657 80000 16000 48000 45000 9000 27000 1290 645 645 2500 0 2500 1098 995 0 499 0 36247 21686 0 166634 48326 78145 20000 20000 186634 48326 98145 6195671 303331 54491 197129 197129 193445 2526251 2700670 7481 2121 5859 5360 5360 0 3720726 1611051 253795 6449466 4514210 0 0 X 0 0 0 0 253795 6449466 253795 6449466 253795 6449466 253795 6195671 0 6449466 0 6449466 PUBLICLY TRADED SECURITIES - CS SCHWAB 7863 P 350363 350772 -409 -409 PUBLICLY TRADED SECURITIES - CS SCHWAB 9688 P 215931 213517 2414 2414 PUBLICLY TRADED SECURITIES - CS SCHWAB 9688 P 189343 186639 2704 2704 CAPITAL GAINS DIVIDENDS P 52 52 52 4761 4216 0 4216 0 4216 0 0 5500 0 4578 -922 5 357 0 357 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 N/A ROBERT J FREDA 7038478799 1489 CHAIN BRIDGE ROAD SUITE 202 MCLEAN VA 22101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA A FREDA 1489 CHAIN BRIDGE ROAD202 MCLEAN VA 22101 PRESIDENT/DIRECTOR 25.00 80000 0 0 ROBERT J FREDA 1489 CHAIN BRIDGE ROAD202 MCLEAN VA 22101 VICE PRESIDENT/SEC/TRES 2.00 0 0 0 NONE 0 NONE 0 0 1801697 254565 1611051 3667313 0 0 3667313 55010 3612303 180615 180615 4216 4216 176399 0 176399 0 176399 98145 0 98145 176399 0 0 5260 39970 45230 98145 0 0 0 98145 0 45230 45230 0 0 0 0 0 33024 0 0 0 X PROJECT NOELLE 605 BROADWAY STREET SANDUSKY OH 44870 NONE PUBLIC CHARITY HELPING CHILDREN THAT HAVE SUFFERED DUE TO OPIATE EPIDEMIC. 20000 20000 0 14 27090 14 37902 16 293052 18 4761 0 362805 0 362805 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF ANGELA MERNONE 1489 CHAIN BRIDGE ROAD SUITE 202 MCLEAN VA 22101 31535 X 2 ESTATE OF ANGELA MERNONE 1489 CHAIN BRIDGE ROAD SUITE 202 MCLEAN VA 22101 5987965 X 2 CHARLES SCHWAB US TREASURY MONEY (SUTXX) 2487764 2023-04-06 2 COLUMBIA PLAZA LP 3500201 2023-07-17 ACCOUNTING FEES 2500 0 2500 OFFICE REMODEL 2019-10-01 7481 1622 SL 15.000000000000 499 0 FORM 990-PF UPON FURTHER EXAMINATION OF THE FOUNDATION'S RECORDS, THE FOUNDATION HAS DETERMINED THE FILING OF AN AMENDED TAX RETURN IS NECESSARY TO REPORT THE AMENDED ITEMS SHOWN BELOW. PART I, LINE 13 AND 14, COLUMN B - THE FOUNDATION RECEIVED A LARGE CONTRIBUTION DURING 2023 WHICH RESULTED IN ADDITIONAL TIME SPENT TO DEVELOP A BETTER UNDERSTANDING OF THE VARIOUS INVESTMENTS. THIS ADDITIONAL TIME INVOLVED MEETING WITH ATTORNEYS AND OTHER PROFESSIONALS (THE MEETINGS WERE IN 2023. THE FOUNDATION RECEIVED MOST OF THE PROFESSIONAL INVOICES IN 2024, WHICH IS REPORTED ON THE 2024 TAX RETURN). THE OFFICER'S COMPENSATION ALLOCATED TO NET INVESTMENT INCOME IS $16,000. THE EMPLOYEE'S COMPENSATION ALLOCATED TO NET INVESTMENT INCOME IS $9,000.PART I, LINE 13, COLUMN D - THE COMPENSATION OF OFFICER'S SALARY TO ACCOMPLISH CHARITABLE PURPOSES IS $48,000.PART I, LINE 16A, COLUMN B AND D - 50% OF THE LEGAL FEES ARE ASSOCIATED WITH THE CONTRIBUTION OF INVESTMENTS TO THE FOUNDATION. THE OTHER 50% WAS RELATED TO CHARITABLE PURPOSES. PART II, LINE 15, COLUMN C - COLUMBIA PLAZA LP WAS CONTRIBUTED TO THE FOUNDATION ON JULY 17, 2023. THEREFORE, THE FAIR MARKET VALUE IS $1,611,051. PART VI-A, LINE 14 - THE CORRECT PHONE NUMBER IS 703-847-8799.PART VII, LINE 1, COLUMN C - COMPENSATION PAID TO THE PRESIDENT IS $80,000.PART XIV, LINE 1A - PATRICIA FREDA HAS NOT PERSONALLY CONTRIBUTED MORE THAN 2% OF TOTAL CONTRIBUTIONS TO THE FOUNDATION IN ANY TAX YEAR. BOND FUNDS AT COST 783060 786581 EQUITY FUNDS AT COST 701570 809347 ETF'S AT COST 1022513 1083648 REIT AT COST 19108 21094 OFFICE REMODEL 7481 2121 5360 LEGAL FEES 1290 645 645 COLUMBIA PLAZA LP 0 3720726 1611051 CHARLES SCHWAB INVESTMENT MANAGEMENT 21686 21686 0 SUPPLIES 241 0 0 PAYROLL EXPENSES 9563 0 0 PAYROLL SERVICE FEES 2162 0 0 LATE FEES - VA 1602 0 0 LATE FEES - IRS 993 0 0 COLUMBIA PLAZA LP 293052 281904 293052 ESTATE OF ANGELA MERNONE 1489 CHAIN BRIDGE ROAD STE 202 MCLEAN VA 22101 FEDERAL EXCISE TAX ON INVESTMENT INCOME 103 0 0 FOREIGN TAXES 995 995 0