2025-11-17T13:23:23-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990PF 2024-01-01 472508692 THE KRISTINA & WILLIAM CATTO FOUNDATION C/O KRISTINA K CATTO KRIS 3017184239 4938 HAMPDEN LANE 232 BETHESDA MD 20814 KRISTINA K CATTO DIRECTOR 3017184239 2025-11-14 1 1 FRANK SMITH P00639053 3016913600 2025-11-14 2024 2025-03-06 01:10:19Z X 25784616 X 405117 219588 219588 1124244 3662093 1124244 67 67 1749016 1343899 102008 20402 81606 10972 2194 8778 16328 8164 8164 139388 139388 0 10280 2680 0 46991 0 46991 1087 261 826 327054 173089 146365 899000 897000 1226054 173089 1043365 522962 1170810 392492 96788 96788 22420934 25487828 25487828 0 200000 200000 22813426 25784616 25784616 0 0 X 22813426 25784616 22813426 25784616 22813426 25784616 22813426 522962 2448228 25784616 0 25784616 RBC INVESTMENTS #52150 ST 2024-12-31 87461 69831 17630 17630 RBC INVESTMENTS #52153 ST 2024-12-31 262226 259589 2637 2637 RBC INVESTMENTS #52161 ST 2024-12-31 975 830 145 145 RBC INVESTMENTS #52163 ST 2024-12-31 24588 24514 74 74 RBC INVESTMENTS #51271 ST 2024-12-31 4974 5342 -368 -368 RBC INVESTMENTS #52150 LT 2024-12-31 1079513 564954 514559 514559 RBC INVESTMENTS #52153 LT 2024-12-31 1190244 846893 343351 343351 RBC INVESTMENTS #52156 LT 2024-12-31 361484 365864 -4380 -4380 RBC INVESTMENTS #52161 LT 2024-12-31 112244 66857 45387 45387 RBC INVESTMENTS #52163 LT 2024-12-31 312678 232553 80125 80125 RBC INVESTMENTS #51271 LT 2024-12-31 136657 100550 36107 36107 PLACEHOLDER FOR RBC INVESTMENTS #51272'S 1099 2024-12-31 72 -72 -72 PLACEHOLDER FOR RBC INVESTMENTS #51272'S 1099 2024-12-31 38859 38859 38859 CAPITAL GAINS DIVIDENDS P 50190 50190 50190 1124244 16274 0 16274 0 16274 6220 0 35000 0 41220 0 24946 24946 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A CBIZ 2028225000 1899 L STREET NW 850 WASHINGTON DC 20036 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KRISTINA K CATTO 4938 HAMPDEN LANE BETHESDA MD 20814 DIRECTOR 5.00 2000 0 0 WILLIAM H CATTO 4938 HAMPDEN LANE BETHESDA MD 20814 DIRECTOR 5.00 100008 2055 0 NONE 0 NONE 0 LERA HEALTH FOUNDATION - DEVELOPMENT OF AN INTERACTIVE APP FOR WOMEN'S HEALTH. 200000 200000 22844062 266824 244724 23355610 0 0 23355610 350334 23005276 1150264 1150264 16274 16274 1133990 0 1133990 0 1133990 1043365 200000 1243365 1133990 918590 0 0 1243365 918590 0 0 324775 0 0 0 0 0 0 0 0 809215 0 0 0 X ACCESS REPRODUCTIVE CARE SOUTHEAST PO BOX 570132 ATLANTA GA 30357 PC GENERAL MISSION 15000 AMERICAN NEAR EAST REFUGEE AID (ANERA) 1111 14TH STREET NW 400 WASHINGTON DC 20005 PC GENERAL MISSION 2000 ASPEN CENTER FOR ENVIRONMENTAL STUDIES 100 PUPPY SMITH ST ASPEN CO 81611 PC GENERAL MISSION 10000 ASPEN VALLEY LAND TRUST 320 MAIN ST 204 CARBONDALE CO 81623 PC GENERAL MISSION 25000 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 PC GENERAL MISSION 10000 CASEY TREES 3030 12TH ST NE WASHINGTON DC 20017 PC GENERAL MISSION 10000 CENTRAL PARK CONSERVANCY 717 FIFTH AVENUE NEW YORK NY 10022 PC GENERAL MISSION 10000 DEFENDERS OF WILDLIFE NATIONAL HEADQUARTERS 1130 17TH STREET NW WASHINGTON DC 20036 PC GENERAL MISSION 25000 FRIENDS OF THE ASPEN ANIMAL SHELTER 101 ANIMAL SHELTER RD ASPEN CO 81611 PC GENERAL MISSION 5000 FRIENDS OF THE HIGH LINE 820 WASHINGTON ST NEW YORK NY 10014 PC GENERAL MISSION 15000 GEORGETOWN UNIVERSITY SCHOLARSHIP FUND 27TH AND O ST NW WASHINGTON DC 20007 PC GENERAL MISSION 250000 HORTON'S KIDS INC 100 MARYLAND AVE NE SUITE 520 WASHINGTON DC 20002 PC GENERAL MISSION 10000 HUNTER B WATSON MEMORIAL FUND 13100 FILLY LANE TRUCKEE CA 96161 PC GENERAL MISSION 10000 LEVINE MUSIC DEVELOPMENT 2801 UPTON STREET WASHINGTON DC 20008 PC GENERAL MISSION 20000 METROPOLITAN MUSEUM OF ART 1000 5TH AVE NEW YORK NY 10028 PC GENERAL MISSION 5000 NATIONAL GALLERY OF ART 4TH STNW WASHINGTON DC 20005 PC GENERAL MISSION 5000 NATIONAL PUBLIC RADIO 1111 NORTH CAPITOL ST NE WASHINGTON DC 20002 PC GENERAL MISSION 10000 NATIONAL RESOURCES DEFENSE COUNCIL 1152 15TH ST NW WASHINGTON DC 20005 PC GENERAL MISSION 50000 OCEANA 1350 CONNECTICUT AVE NW 5TH FLOOR WASHINGTON DC 20036 PC GENERAL MISSION 80000 OPTIMAL WELLNESS RESEARCH FOUNDATION 6707 CALEB DORSEY SQUARE ELKRIDGE MD 21075 PC GENERAL MISSION 100000 PEACE FOR DC 2030 Q ST NW WASHINGTON DC 20009 PC GENERAL MISSION 10000 PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS 501 FRONT ST NORFOLK VA 23510 PC GENERAL MISSION 5000 PLANNED PARENTHOOD PO BOX 34128 WASHINGTON DC 20043 PC GENERAL MISSION 50000 RACHEL'S NETWORK 1200 18TH STREET SUITE 910 WASHINGTON DC 20036 PC GENERAL MISSION 7000 RED CLOUD RENEWABLES 1001 SOLAR WARRIOR RD PINE RIDGE SD 57770 PC GENERAL MISSION 20000 SACRED HEART ACADEMY PO BOX 522 1425 MISSION RD MT PLEASEANT MI 488040522 PC GENERAL MISSION 20000 SMYAL 410 7TH ST SE WASHINGTON DC 20003 PC GENERAL MISSION 5000 THE BISHOP JOHN T WALKER SCHOOL FOR BOYS DEVELOPMENT OFFICE 3640 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 20032 PC GENERAL MISSION 25000 THE BRIGID ALLIANCE INC PO BOX 58 PLANETARIUM STATION NEW YORK NY 10024 PC GENERAL MISSION 15000 THE MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK NY 10019 PC GENERAL MISSION 20000 THE PHILLIPS COLLECTION 1600 21ST NW WASHINGTON DC 20009 PC GENERAL MISSION 20000 THE UNIVERSITY OF COLORADO FOUNDATION PO BOX 17126 DENVER CO 802170915 PC GENERAL MISSION 25000 WAMU- AMERICAN UNIVERSITY RADIO 4401 CONNECTICUT AVE NW WASHINGTON DC 20006 PC GENERAL MISSION 10000 899000 0 14 219588 14 67 18 1124244 0 1343899 0 1343899 0 0 0 0 0 0 0 0 0 0 X X 1 CATTO CHARITABLE LEAD ANNUITY TRUST 250 STEELE ST SUITE 375 DENVER CO 802065200 405117 X MARCUM ACCOUNTING FEES 16328 8164 8164 ALL OF THE CASH HELD IS USED FOR CHARITABLE PURPOSES. FORTRESS FMV 244724 244724 BERKSHIRE HATHAWAY-RBC INVESTMENTS 50746 FMV 680920 680920 RBC CASH PLUS 50746 FMV 469330 469330 RBC INVESTMENTS 52150 FMV 6760395 6760395 RBC INVESTMENTS 52153 FMV 6021425 6021425 RBC INVESTMENTS 52156 FMV 1063677 1063677 RBC INVESTMENTS 52163 FMV 1721350 1721350 RBC INVESTMENTS 52161 FMV 1553283 1553283 RBC INVESTMENTS 51271 FMV 382798 382798 RBC INVESTMENTS 51272 FMV 423158 423158 RBC INVESTMENTS 52139 FMV 2105754 2105754 GENERATION GLOBAL EQUITY FUND SOLUTIONS III #52139 ALTERNATIVE FMV 3168989 3168989 GENERATION IM SUSTAINABLE SOLUTIONS FUND III #52139 ALTERNATIVE FMV 892025 892025 PROGRAM RELATED INVESTMENT -LERA 200000 200000 PAYROLL PROCESSING FEES 1032 206 826 WIRE/BANK FEES 55 55 0 RBC INVESTMENTS-OTHER INCOME 67 67 67 UNREALIZED GAIN ON INVESTMENTS 2448228 RBC INVESTMENT FEES 139388 139388 0 FOREIGN TAXES 2680 2680 0 FEDERAL EXCISE TAXES 7600 0 0