2026-06-25T14:22:44-05:00 2025-12-31 541487262 MATTHEWS CARTER & BOYCE 12730 FAIR LAKES CIRCLE SUITE 510 FAIRFAX VA 22033 990 2025-01-01 521051764 JAMES C DULIN GOODWILL INDUSTRIES FUND C/O RICHARD H SCHOENFELD JAME 3019514455 TWO WISCONSIN CIRCLE 910 CHEVY CHASE MD 20815 PETER JAHN TRUSTEE 3019514455 2026-06-25 1 GREG ASKEY P00064245 7032183600 2026-06-25 2025 2025-03-06 01:10:19Z PETER JAHN TWO WISCONSIN CIRCLE 910 CHEVY CHASE MD 20815 3053506 0 X N/A X 1975 DC PROVIDE SUPPORT FOR GOODWILL OF GREATER WASHINGTON AND GOODWILL INDUSTRIES INTERNATIONAL 7 7 0 0 0 0 0 0 0 0 539557 611362 126 21 539683 611383 283800 269559 0 0 28000 28000 0 0 0 76417 73515 388217 371074 151466 240309 4718859 4959168 0 0 4718859 4959168 PROVIDE SUPPORT FOR GOODWILL OF GREATER WASHINGTON AND GOODWILL INDUSTRIES INTERNATIONAL 0 0 161735 161735 TO PROVIDE FUNDS FOR GOODWILL OF GREATER WASHINGTON (DAVIS MEMORIAL GOODWILL INDUSTRIES) 107824 107824 TO PROVIDE FUNDS FOR GOODWILL INDUSTRIES INTERNATIONAL 269559 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 X CHARLES SCHWAB & COINC 8005152157 3000 SCHWAB WAY WESTLAKE TX 76262 ALAN R SWENDIMAN TRUSTEE 0.20 X 4000 0 0 WILLIAM CD BURR TRUSTEE 0.20 X 4000 0 0 PETER F JAHN TRUSTEE 0.20 X 4000 0 0 CHRISTINA B CARY TRUSTEE 0.20 X 4000 0 0 LYNN A ALEXANDER TRUSTEE 0.20 X 4000 0 0 ANA T CHAPA TRUSTEE 0.20 X 4000 0 0 STACEY A HERNDON TRUSTEE 0.20 X 4000 0 0 28000 0 0 0 0 0 0 0 119485 119485 2934000 2442123 491877 491877 491877 MISCELLANEOUS INCOME 900099 21 21 21 611383 21 0 611362 269559 269559 28000 28000 6200 6200 47035 47035 20 20 4704 4704 BOND AMORTIZATION EXPEN 14446 14446 FOREIGN TAX PAID 1110 1110 371074 269559 101515 0 4683 4718859 4954485 4718859 4959168 0 0 X 4718859 4959168 0 0 0 0 4718859 4959168 4718859 4959168 240309 0 X 0 0 0 X X 2 GOODWILL OF GREATER WASHINGTON 530196588 7 1 161735 0 GOODWILL INDUSTRIES INTERNATIONAL 530196517 7 1 107824 0 2 269559 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 26971 0 0 0 111590 119485 138561 119485 0 0 86389 87069 0 0 52172 32416 7200403 7265747 430 469 0 0 7200833 7266216 0 0 0 7200833 7266216 108012 108993 7092821 7157223 248249 250503 0 0 248249 250503 52172 44346 248249 248249 0 248249 269559 0 0 0 0 269559 269559 248249 100.000000000000 248249 0 0 0 0 156927 283800 440727 0 248249 0 192478 269559 0 269559 0 0 462037 0 0 0 192478 269559 PART IV, SUPPORTING ORGANIZATIONS, SECTION D, LINE 1 JAMES C. DULIN GOODWILL INDUSTRIES FUND (TRUST) PROVIDES A LETTER TO EACH OF THE SUPPORTED ORGANIZATIONS INDICATING THE AMOUNT AND TYPE OF SUPPORT BEING PROVIDED WHEN IT ISSUES THE ANNUAL CHECK TO THE SUPPORTED ORGANIZATION. COPIES OF THE FORM 990 HAVE BEEN MADE AVAILABLE FOR REVIEW ON GUIDESTAR.ORG. COPIES OF THE FORM 990 HAVE BEEN PROVIDED DIRECTLY TO THE SUPPORTED ORGANIZATIONS. A COPY OF THE GOVERNING DOCUMENT WAS NOT PROVIDED DURING 2025 AS NO UPDATES TO THE TRUST'S GOVERNING DOCUMENTS WERE MADE. PART IV, SUPPORTING ORGANIZATIONS, SECTION D, LINE 2. THE TRUST MAINTAINED A CLOSE AND CONTINUOUS WORKING RELATIONSHIP THROUGH REGULAR COMMUNICATIONS WITH THE SUPPORTED ORGANIZATIONS INCLUDING ATTENDANCE AT THE ANNUAL TRUSTEE MEETINGS BY OFFICERS OF THE SUPPORTED ORGANIZATIONS. PART IV, SUPPORTING ORGANIZATIONS, SECTION D, LINE 3. THE TRUST HAS ESTABLISHED PROCEDURES TO PROVIDE QUARTERLY INVESTMENT REPORTS TO THE SUPPORTED ORGANIZATIONS. 1 DAVIS MEMORIAL GOODWILL INDUSTRIES DBA GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 530196588 501(C)(3) 161735 0 PROVIDE FUNDS FOR ORGANIZATION TO EDUCATE, TRAIN, EMPLOY & PLACE PEOPLE WITH DISADVANTAGES GOODWILL INDUSTRIES INTERNATIONAL INC 15810 INDIANOLA DRIVE ROCKVILLE MD 20855 530196517 501(C)(3) 107824 0 PROVIDE FUNDS FOR ORGANIZATION TO EDUCATE, TRAIN, EMPLOY & PLACE PEOPLE WITH DISADVANTAGES 2 0 PART I, LINE 2: THE ORGANIZATON REVIEWS REPORTS PREPARED BY THE GRANTEES, MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP THROUGH REGULAR COMMUNICATIONS AND HAS THE GRANTEES MAKE PRESENTATIONS TO THE ORGANIZATION'S TRUSTEES ON AN ANNUAL BASIS TO EXPLAIN HOW THE GRANTEES HAVE USED THE GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 8B NOT APPLICABLE - ORGANIZATION DOES NOT HAVE COMMITTEES FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT THEN REVIEWED AND SIGNED BY A TRUSTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL INFORMATION IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ALAN R. SWENDIMAN - 409 WEST CAMERON AVENUE, CHAPEL HILL, NC 27516. WILLIAM C.D. BURR - 9924 CARMELITA DRIVE, POTOMAC, MD 20854. PETER F. JAHN - 5226 FARRINGTON ROAD, BETHESDA, MD 20816. CHRISTINA B. CARY - 10 SAVANNAH COURT, BETHESDA, MD 20817. LYNN A. ALEXANDER - 6100 KENNEDY DRIVE, CHEVY CHASE, MD 20815. ANA T. CHAPA - 5509 44TH AVENUE, HYATTSVILLE, MD 20781. STACEY A. HERNDON - 1635 MADISON STREET NW, WASHINGTON, DC 20011. DAVIS MEMORIAL GOODWILL INDUSTRIES DBA GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 530196588 TO EDUCATE, TRAIN, EMPLOY, & PLACE PEOPLE WITH DISADVANTAGES & DISABILITIES DC 501(C)(3) LINE 7 N/A 0 GOODWILL INDUSTRIES INTERNATIONAL INC 15810 INDIANOLA DRIVE ROCKVILLE MD 20855 530196517 TO EDUCATE, TRAIN, EMPLOY, & PLACE PEOPLE WITH DISADVANTAGES & DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVIS MEMORIAL GOODWILL INDUSTRIES DBA GOODWILL OF GREATER WASHINGTON B 161735 CASH VALUE GOODWILL INDUSTRIES INTERNATIONAL INC B 107824 CASH VALUE