2025-11-13T19:37:20-06:00 2024-12-31 520939448 LIPTZ ROBERTS MARQUEZ ET AL CHTD 5550 FRIENDSHIP BOULEVARD SUITE 500 CHEVY CHASE MD 20815 990PF 2024-01-01 520781255 THE LOYOLA FOUNDATION INC LOYO 5714359401 6955 WILLOW ST NW 236 WASHINGTON DC 20012 ANNAMARIE GLAZE TREASURER 5714359401 2025-11-13 1 0 KANWALDEEP SINGH CPA P01061632 3016572900 2025-11-13 2024 2025-03-06 01:10:19Z X 32311893 X X 658001 658001 -134489 8403500 0 6319 6319 529831 664320 0 0 0 207874 51968 155906 33537 8384 25153 23829 23829 0 45000 22500 22500 226036 223078 2958 235 0 11986 0 11986 369354 92338 277016 3128 0 3128 184540 2691 181848 1105519 424788 680495 1473291 1473291 2578810 424788 2153786 -2048979 239532 162575 2743912 2743912 12500 12500 12500 117034 45580 45580 31999979 29509901 29509901 38633 38633 235 0 0 1181 0 0 32293504 32311893 32311893 30640 30640 30640 30640 X 32262864 32281253 32262864 32281253 32293504 32311893 32262864 -2048979 2067368 32281253 0 32281253 HIRTLE CALLAGHAN TOTAL RETURN P 2024-12-31 153927 107130 46797 46797 DEUTSCHE BANK A/C#652897 P 2024-12-31 909529 1048012 -138483 -138483 DEUTSCHE BANK A/C#652897 P 2024-12-31 2735472 3271778 -536306 -536306 DEUTSCHE BANK A/C#656311 P 2024-12-31 425751 382081 43670 43670 DEUTSCHE BANK A/C#656311 P 2024-12-31 2804998 2355165 449833 449833 DEUTSCHE BANK A/C#656311 P 2024-12-31 1143 1143 0 0 TERMINATION OF INTEREST IN 100 PERMAL PRIVATE EQUITY P 2024-01-01 281874 281874 0 0 TERMINATION OF INTEREST IN 100 SILVER CREEK P 2024-01-01 170941 170941 0 0 TERMINATION OF INTEREST IN 100 SIGULER GUFF P 2024-01-01 919865 919865 0 0 -134489 3329 0 3329 0 3329 17830 0 7500 0 25330 0 22001 22001 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 0 0 0 0 0 1 LOYOLAFOUNDATION.ORG THE FOUNDATION 5714359401 6955 WILLOW ST NW 236 WASHINGTON DC 20012 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALBERT G MCCARTHY IV 10335 DEMOCRACY LANE SUITE 202 FAIRFAX VA 220302535 TREASURER/TRUSTEE 40.00 0 0 0 PATRICK C SOUTH 125 RUNNYMEADE AVE WAYNE PA 19087 TRUSTEE 1.00 0 0 0 KATHLEEN DH CARR 162 SOUTH RIVER ROAD FRONT ROYAL VA 22630 TRUSTEE 1.00 0 0 0 ANDREA HATTLER-BRAMSON 17 DOUBLE EAGLE DRIVE BLUFFTON SC 29910 PRESIDENT/TRUSTEE 1.00 0 0 0 HILARY A HATTLER 38 GRAHAM LANE HILTON HEAD SC 29926 TRUSTEE 1.00 0 0 0 ROBERT HATTLER 29 TUPELO ROAD HHI SC 29928 TRUSTEE 1.00 0 0 0 LUIS MUNIZ 1524 65TH PLACE INDIAN HEAD PARK IL 60525 TRUSTEE 1.00 0 0 0 AMY HATTLER-PAGE 7360 BENT GRASS DRIVE WINTER HAVEN FL 338844833 TREASURER/TRUSTEE 1.00 0 0 0 WILLIAM J FIORE ESQ MEYNER LANDIS GATEWAY1 STE 2500 NEWARK NJ 071025311 TRUSTEE 1.00 0 0 0 SISTER TERESA RICKARD 99 SOUTH STREET NEW PROVIDENCE NJ 07974 TRUSTEE 1.00 0 0 0 WILLIAM HATTLER 731 SONNY BOY LANE JOHNS ISLAND SC 29455 TRUSTEE 1.00 0 0 0 MARIANNE MCCARTHY 320 WEST ILLINOIS AVENUE APT 2008 CHICAGO IL 606547834 TRUSTEE 1.00 0 0 0 ANNAMARIE GLAIZE 6631 WAKEFIELD DRIVE APT 109 ALEXANDRIA VA 22307 DIRECTOR OF OPERATIO 40.00 0 0 0 ANITA RAMJIT 20231 SW 116TH AVE MIAMI FL 33189 GRANT MANAGER 40.00 0 0 0 0 NONE 0 ASSISTANCE TO CATHOLIC MISSION ACTIVITIES, PRIMARILY IN LESS DEVELOPED COUNTRIES. ASSISTING OVER 150 CATHOLIC-RELATED ORGANIZATIONS WORLDWIDE. TOTAL GRANTS = $1,473,291 2158509 0 27465677 789414 58080 28313171 0 0 28313171 424698 27888473 1394424 1394424 3329 3329 1391095 0 1391095 0 1391095 2153786 0 2153786 1391095 0 0 822262 748222 1239149 1044442 3854075 2153786 0 0 0 1391095 762691 0 0 4616766 0 0 0 0 0 0 822262 3794504 748222 1239149 1044442 762691 ANNAMARIE GLAZE THE LOYOLA FOUNDATI 6955 WILLOW ST NW SUITE 236 WASHINGTON DC 20012 5714359401 AGLAIZE@LOYOLAFOUNDATION.ORG NEED TO SUBMIT ONLINE APPLICATION THROUGH LOYOLA FOUNDATION WEBSITE NONE NONE SEE ATTACHED CONTRIBUTIONSGRANTS SCHEDULE - STATEMENT 14 SEE ATTACHED WASHINGTON DC 20012 NONE RELIGIOUS ORGANIZATI ASSISTING CATHOLIC MISSIONARY ACTIVITIES 1473291 1473291 0 14 658001 6319 18 -134489 0 523512 6319 529831 11 REFUND OF EXCISE TAXES 0 0 0 0 0 0 0 0 0 0 LIPTZ, ROBERTS & MARQUEZ 45000 22500 22500 TUFTED HIGH BACK CHAIR OXBLOOD (NATIONAL BUSINESS FURNITURE) 2009-04-13 593 593 SL 7.000000000000 0 0 SOFTWARES QUICKBOOKS (DIGITAL ARCHITECTS) 2012-07-19 1284 1284 SL 3.000000000000 0 0 SOFTWARE (PROACTIVE PERFORMANCE) 2013-03-12 8000 8000 SL 3.000000000000 0 0 SONIC POINT NI DUAL BAND 2012-12-06 701 701 SL 5.000000000000 0 0 WEBSITE UPDATE 2013-09-04 3625 3625 SL 5.000000000000 0 0 DELL OPTIPLEX 7010, DIGITAL ARCHITECTS 2014-01-27 5853 5853 SL 5.000000000000 0 0 WEBSITE REDESIGN 2016-06-04 15075 15075 SL 5.000000000000 0 0 DELL LATITUDE 5590 (RAND SOLUTIONS) 2019-05-08 1742 1624 SL 5.000000000000 118 0 DELL OPTIPLEX 3060 - TWO (RAND SOLUTIONS) 2019-05-08 1760 1643 SL 5.000000000000 117 0 DC DOES NOT REQUIRE THE FILING OF FORM 990. 100 COLLINS CAPITAL 13856 13856 100 PERENNIAL REAL ESTATE 51978 51978 100 TUCKERBROOK 360270 360270 146,485.52HC CAPITAL TRUST US CORPORATE FIXED INCOME 681372 681372 141,270.38 HC CAPITAL TRUST US GOVERNMENT FIXED INCOME 4122779 4122779 133,495.24 HC CAPITAL TRUST US MORTGAGE/ASSET 674505 674505 502.11 H CALLAGHAN TOT RETN OFFSHR FD II 85660 85660 645,867.82 HC CAP TR CATHOLIC STRG 6180814 6180814 536.83 HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND XII LTD 1373762 1373762 REAL ESTATE SELECT SECTOR SPDR FUND 543433 543433 INVESTMENTS IN EQUITY 14080187 14080187 301.06 HIRTLE CALLAGHAN PRIVATE PE FUND 2020 LTD 1341285 1341285 TUFTED HIGH BACK CHAIR OXBLOOD (NATIONAL BUSINESS FURNITURE) 593 593 0 SOFTWARES QUICKBOOKS (DIGITAL ARCHITECTS) 1284 1284 0 SOFTWARE (PROACTIVE PERFORMANCE) 8000 8000 0 SONIC POINT NI DUAL BAND 701 701 0 WEBSITE UPDATE 3625 3625 0 DELL OPTIPLEX 7010, DIGITAL ARCHITECTS 5853 5853 0 WEBSITE REDESIGN 15075 15075 0 DELL LATITUDE 5590 (RAND SOLUTIONS) 1742 1742 0 DELL OPTIPLEX 3060 - TWO (RAND SOLUTIONS) 1760 1760 0 MEYNER & LANDIS 23829 23829 0 OVERPAYMENT ON EXCISE TAX 1181 0 0 OFFICE EXPENSE 56595 0 56594 INSURANCE 5600 0 5600 PAYROLL SERVICE FEE 10766 2691 8075 CAR ALLOWANCE 1264 0 1264 COMMITTEE EXPENSES 110315 0 110315 REFUND OF EXCISE TAXES 6319 6319 6319 UNREALIZED LOSSES ON MARKETABLE SECURITIES 2067368 INVESTMENT ADVISORY FEES 24894 24894 0 INVESTMENT MANAGEMENT FEES 197198 197198 0 CONTRACT LABOR 3944 986 2958