2025-06-03T17:33:17-05:00 2024-12-31 995149193 THOMAS & JOHNSON CPAS LLC 9711 WASHINGTONIAN BLVD SUITE 550 GAITHERSBURG MD 20878 990PF 2024-01-01 205657328 BUFFY AND WM CAFRITZ FAMILY FOUNDATION INC BUFF 2028821100 5101 WISCONSIN AVENUE NW STE 200 WASHINGTON DC 20016 CHARLES C WILKES SECRETARY 2028821100 2025-06-03 1 1 KATHERINE THOMAS CPA P01350741 7038181472 2024 2025-03-06 01:10:19Z X 2623976 X 253787 5136 5136 5136 35889 35889 35889 -7092 255511 5230 287720 46255 41025 0 0 0 0 3260 3260 3260 3260 71185 71185 71185 71185 74445 74445 74445 74445 250000 250000 324445 74445 74445 324445 -36725 0 0 165824 111831 111831 32311 24386 24386 1680006 1693904 2223066 267077 278372 264693 2145218 2108493 2623976 0 0 X 2145218 2108493 2145218 2108493 2145218 2108493 2145218 -36725 0 2108493 0 2108493 CAPITAL GAINS DIVIDENDS P 5230 5230 5230 5230 0 0 0 0 0 0 360 0 0 0 360 0 360 360 0 0 0 0 0 0 0 0 0 0 0 0 1 MD 1 0 0 0 0 1 N/A THE FOUNDATION CO CHARLES WILKES 2028821100 5101 WISCONSIN AVE NW STE 200 WASHINGTON DC 20016 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES C WILKES 3923 PROSPECT COURT KENSINGTON MD 20895 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 2601945 190904 0 2792849 0 0 2792849 41893 2750956 137548 137548 0 137548 0 137548 0 137548 324445 0 324445 137548 0 0 415823 383357 388276 297251 197566 1682273 324445 0 0 0 137548 186897 0 0 1869170 0 0 0 0 0 0 415823 1453347 383357 388276 297251 197566 186897 X FNIH 11400 ROCKVILLE PIKE BETHESDA MD 20852 PUBLIC CHAR GENERAL FUND 50000 NATIONAL GALLERY OF ART 2000 B CLUB DRIVE LANDOVER MD 20785 PUBLIC CHARI GENERAL FUND 100000 THE KENNEDY CENTER 2700 F STREET NW WASHINGTON DC 20566 PUBLIC CHAR GENERAL FUND 100000 250000 0 5136 18 35889 18 5230 -12322 0 41119 -7186 33933 3 INTEREST INCOME EARNED ON FOUNDATION BANK ACCOUNT 8 LOSSES REALIZED FROM THE SALE OF INVESTMENTS 0 0 0 0 0 0 0 0 0 0 X X 1 BUFFY CAFRITZ CHARITABLE LEAD TRUST 5101 WISCONSIN AVENUE NW STE 200 WASHINGTON DC 20016 253787 X ACCOUNTING 3260 3260 3260 3260 TRP MID-CAP GROWTH 2023-12 PURCHASED 2024-08 2271 2085 COST 0 186 TRP NEW INCOME 2023-12 PURCHASED 2024-07 4080 4027 COST 0 53 TRP MID-CAP GROWTH 2022-05 PURCHASED 2024-08 728 655 COST 0 73 TRP NEW HORIZONS 2022-05 PURCHASED 2024-08 30000 29099 COST 0 901 TRP NEW HORIZONS 2023-01 PURCHASED 2024-08 2317 2102 COST 0 215 TRP NEW INCOME 2023-01 PURCHASED 2024-07 92068 103616 COST 0 -11548 AON PLC REGISTERED SHS CL A 2022-04 PURCHASED 2024-02 22323 24686 COST 0 -2363 ABBOTT LABS COM 2022-05 PURCHASED 2024-07 3538 3896 COST 0 -358 ABBOTT LABS COM 2022-05 PURCHASED 2024-08 10888 11131 COST 0 -243 ALPHABET INC CAP 2022-03 PURCHASED 2024-08 16172 14037 COST 0 2135 BOEING CO COM 2022-05 PURCHASED 2024-07 1793 1439 COST 0 354 BOEING CO COM 2022-05 PURCHASED 2024-10 9304 8632 COST 0 672 NIKE INC CL B 2022-09 PURCHASED 2024-07 10944 12589 COST 0 -1645 PEPSICO INC COM 2022-05 PURCHASED 2024-10 4395 4174 COST 0 221 TC ENERGY CORP 2022-05 PURCHASED 2024-06 5781 7878 COST 0 -2097 UNITED PARCEL SVC 2022-04 PURCHASED 2024-02 11908 17561 COST 0 -5653 WELLS FARGO & CO 2022-05 PURCHASED 2024-10 21771 14996 COST 0 6775 TRP US BOND INDEX FUND 218116 206093 TRP FLOATING RATE I 30755 30461 TRP HIGH YIELD 29501 28139 CORPORATE STOCK - LIST ATTACHED 1693904 2223066 INVESTMENT FEES 11528 11528 11528 11528 MANAGEMENT FEES 59657 59657 59657 59657