2025-08-06T15:14:51-05:00 2024-12-31 540737372 PBMARES LLP 11 N WASHINGTON ST SUITE 600 ROCKVILLE MD 208504229 990PF 2024-01-01 526722157 MAXON FOUNDATION MAXO 2029666060 4989 GLENBROOK ROAD NW WASHINGTON DC 20016 DANA ACKERLY TRUSTEE 2029666060 2025-08-01 1 0 CAROL G LESLIE CPA P00025840 2404992040 2025-08-01 2024 2025-03-06 01:10:19Z X 606102 X X 11996 11996 15424 20000 15424 27420 27420 0 0 0 2885 0 2885 454 204 250 1677 1677 0 5016 1881 3135 30500 30500 35516 1881 33635 -8096 25539 18210 9576 9576 10504 15618 15618 212214 207638 580908 240928 232832 606102 0 0 X 0 0 0 0 240928 232832 240928 232832 240928 232832 240928 -8096 0 232832 0 232832 SALE OF 141.723 SHS VG TOTAL STOCK MRK INDADMIRAL P 2010-12-10 2024-12-19 20000 4576 15424 15424 15424 355 0 355 0 355 94 0 250 0 344 0 11 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A MAXON FOUNDATION 2029666060 4989 GLENBROOK ROAD NW WASHINGTON DC 20016 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SOPHIA M ACKERLY 4989 GLENBROOK ROAD NW WASHINGTON DC 20016 TRUSTEE 0.50 0 0 0 DANA T ACKERLY 4989 GLENBROOK ROAD NW WASHINGTON DC 20016 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 567088 30520 0 597608 0 0 597608 8964 588644 29432 29432 355 355 29077 0 29077 0 29077 33635 0 33635 29077 12304 0 0 33635 12304 0 0 21331 0 0 0 0 0 0 0 0 7746 0 0 0 SOPHIA M ACKERLY X AVALON THEATER PROJECT 5612 CONNECTICUT AVE NW WASHINGTON DC 20015 NONE PUBLIC CHARITABLE 100 BISHOP WALKER SCHOOL FOR BOYS 1801 MISSISSIPPI AVE SE WASHINGTON DC 20020 NONE PUBLIC EDUCATIONAL 3500 CHAMBER MUSIC SOCIETY OF LINCOLN CENTER 70 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PUBLIC CHARITABLE 250 DEERFIELD ACADEMY 7 BOYDEN LN DEERFIELD MA 01342 NONE PUBLIC CHARITABLE 100 DUKE UNIVERSITY 2080 DUKE UNIVERSITY ROAD DURHAM NC 27708 NONE PUBLIC EDUCATIONAL 3000 FRIENDS OF SULGRAVE MANOR 5806 GROVE AVENUE PO BOX 739 RICHMOND VA 23226 NONE PUBLIC CHARITABLE 100 HOUSE OF RUTH 5 THOMAS CIR NW 4 WASHINGTON DC 20005 NONE PUBLIC CHARITABLE 200 IONA HOUSE 4125 ALBEMARLE STREET NW WASHINGTON DC 20016 NONE PUBLIC CHARITABLE 100 JUBILEE JOBS 2712 ONTARIO RD NW WASHINGTON DC 20009 NONE PUBLIC EDUCATIONAL 200 LEVINE SCHOOL OF MUSIC 2801 UPTON ST NW WASHINGTON DC 20008 NONE PUBLIC CHARITABLE 100 METROPOLITAN CLUB PRESERVATION FOUNDATION 1700 H STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITABLE 500 NATIONAL GALLERY OF ART 6TH ST AND CONSTITUTION AVE NW WASHINGTON DC 20565 NONE PUBLIC CULTURAL 1500 PALISADES VILLAGE 5200 CATHEDRAL AVE NW WASHINGTON DC 20016 NONE PUBLIC CHARITABLE 400 POTOMAC SCHOOL - ANNUAL FUND 1301 POTOMAC SCHOOL RD MCLEAN VA 22101 NONE PUBLIC EDUCATIONAL 200 ROSE-HULMAN INSTITUTE OF TECHNOLOGY 5500 WABASH AVE TERRE HAUTE IN 47803 NONE PUBLIC EDUCATIONAL 3500 ST ALBANS SCHOOL 3001 WISCONSIN AVE NW WASHINGTON DC 20016 NONE PUBLIC EDUCATIONAL 10500 ST PATRICKS EPSICOPAL DAY SCHOOL 4700 WHITEHAVEN PKWY NW WASHINGTON DC 20007 NONE PUBLIC EDUCATIONAL 1000 ST JOHN'S CHURCH 1525 H ST NW WASHINGTON DC 20005 NONE PUBLIC RELIGIOUS 500 WADSWORTH-SULGRAVE HISTORIC PRESERVATION FOUNDATION 1801 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 NONE PUBLIC PRESERVATION 3000 WASHINGTON WINTER SHOW 29 GRANT CIR NW WASHINGTON DC 20011 NONE PUBLIC CHARITABLE 650 WENDT CENTER FOR LOSS & HEALING 4201 CONNECTICUT AVE NW 300 WASHINGTON DC 20008 NONE PUBLIC CHARITABLE 1000 NSCDA - DUMBARTON HOUSE 2715 Q STREET NW WASHINGTON DC 20007 NONE PUBLIC CULTURAL 100 30500 0 14 11996 18 15424 0 27420 0 27420 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2885 0 2885 THE MAXON FOUNDATION IS EXEMPT FROM THE DC INCOME AND FRANCHISE TAX. THE DISTRICT OF COLUMBIA OFFICE OF TAX AND REVENUE (OTR) ELIMINATED THE IRS FORM 990-PF FILING OBLIGATION EFFECTIVE DECEMBER 12, 2008. THE INFORMATION ON THE FORM 990-PF IS AVAILABLE TO OTR FROM THE OTHER SOURCES. SPDR S&P DIVIDENDS ETF AT COST 56412 139366 VANGUARD -TOTAL INTL STK MRT INDEX AT COST 68917 82064 VANGUARD - TOTAL STOCK MKT INDEX SIGNAL AT COST 82309 359478 BANK FEES 1677 1677 0 FOREIGN TAX 204 204 0 SECTION 4940 TAX 250 0 250