2026-08-06T06:51:41-05:00 2025-12-31 271957427 PATHSTONE FAMILY OFFICE PO BOX 52047 ATLANTA GA 30355 990PF 2025-01-01 521870074 CITYBRIDGE FOUNDATION CITY 2022667524 600 NEW HAMPSHIRE AVE NW 8TH FLOOR WASHINGTON DC 20037 KATHERINE BRADLEY PRESIDENT 4045920180 2026-08-06 1 JOE H DIXON III P01559114 4045920180 2025 2025-03-06 01:10:19Z X 1214476 X 624597 63156 33260 59527 1034356 59527 747280 92787 0 0 0 0 0 277969 0 0 277969 14225 0 0 14225 8000 4000 0 4000 2463 2463 0 0 6840 0 0 6840 38236 19490 0 5178 347733 25953 0 308212 1251150 1251150 1598883 25953 0 1559362 -851603 66834 0 325720 192947 192947 1793411 1021529 1021529 2119131 1214476 1214476 0 0 X 0 0 4587869 4587869 -2468738 -3373393 2119131 1214476 2119131 1214476 2119131 -851603 0 1267528 53052 1214476 INTERACTIVE BROKERS - 5319 ST COVERED P 2025-01-28 398725 388491 10234 10234 INTERACTIVE BROKERS - 5319 LT COVERED P 2025-01-28 615115 571736 43379 43379 INTERACTIVE BROKERS - 5319 NONCOVERED P 2025-01-28 20516 14602 5914 5914 59527 10234 929 0 929 0 929 9045 0 0 0 9045 0 8116 8116 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 1 0 0 0 0 1 WWW.CITYBRIDGEFOUNDATION.ORG KELLY BARRALES 2022667524 600 NEW HAMPSHIRE WASHINGTON DC 20037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHERINE BRADLEY 600 NEW HAMPSHIRE AVE NW 900 WASHINGTON DC 20037 PRESIDENT/DIRECTOR 0.50 0 0 0 DAVID BRADLEY 600 NEW HAMPSHIRE AVE NW 900 WASHINGTON DC 20037 DIRECTOR 0.50 0 0 0 SPENCER BRADLEY 600 NEW HAMPSHIRE AVE NW 900 WASHINGTON DC 20037 DIRECTOR 0.50 0 0 0 CARTER BRADLEY 600 NEW HAMPSHIRE AVE NW 900 WASHINGTON DC 20037 DIRECTOR 0.50 0 0 0 ADAM BRADLEY 600 NEW HAMPSHIRE AVE NW 900 WASHINGTON DC 20037 DIRECTOR 0.50 0 0 0 CATHARINE BELLINGER 600 NEW HAMPSHIRE AVE NW 8TH FLOOR WASHINGTON DC 20037 PARTNER 24.00 145475 0 0 DWIGHT DAVIS 600 NEW HAMPSHIRE AVE NW 8TH FLOOR WASHINGTON DC 20037 PARTNER 40.00 132494 0 0 0 NONE 0 EDUCATION PROGRAM - FUNDS INITIATIVES THAT WORK TO BUILD AND SUSTAIN A GREAT SYSTEM OF TRANSFORMATIONAL PUBLIC SCHOOLS IN WASHINGTON, DC 1219150 WASHINGTON HOUSING INITIATIVE IMPACT POOL 229987 229987 821597 699941 1004 1522542 0 0 1522542 22838 1499704 74985 74985 929 929 74056 0 74056 0 74056 1559362 229987 1789349 74056 0 0 2086367 2087218 3190096 4363519 3500773 15227973 1789349 0 0 0 74056 1715293 0 0 16943266 0 0 0 0 0 0 2086367 14856899 2087218 3190096 4363519 3500773 1715293 KATHERINE BRADLEY DAVID BRADLEY X SEE ATTACHED 600 NEW HAMPSHIRE AVENUE NW 8TH FLOOR WASHINGTON DC 20037 NONE PC SEE ATTACHED 1251150 1251150 0 14 63156 18 59527 0 122683 0 122683 1 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 KATHERINE BRADLEY 2211 30TH STREET NW WASHINGTON DC 20008 312299 X 2 DAVID BRADLEY 2211 30TH STREET NW WASHINGTON DC 20008 312298 X ACCOUNTING FEES 8000 4000 0 4000 WASHINGTON HOUSING INITIATIVE IMPACT POOL, LLC AT COST 999332 999332 JPM - 8000 AT COST 21909 21909 DIVIDEND RECEIVABLE AT COST 288 288 LEGAL FEES 14225 0 0 14225 OTHER CHANGE IN NET ASSETS OR FUND BALANCES 53052 MEALS 445 0 0 445 COMPUTER EXPENSES 204 0 0 204 COMMISSIONS 95 95 0 0 INSURANCE (D&O, CYBER, CRIME) 3710 0 0 3710 QUICKBOOKS, OTHER EXPENSES 1543 0 0 0 FROM PASSTHROUGH 16345 6170 0 0 RENTAL LOSS FROM PASSTHROUGH 13071 13071 0 0 REPRESENTATION FEES 819 0 0 819 BANK CHARGES 154 154 0 0 BREAKTHROUGH INSTITUTE 1850 0 0 0 INVESTMENT MANAGEMENT FEES 2463 2463 0 0