2024-05-01T12:41:42-05:00 2023-12-31 520619214 Whiteford Taylor & Preston LLP 7 Saint Paul Street Baltimore MD 21202 990PF 2023-01-01 526605828 Trust uw Dorothy Wagner Wallis TRUS 4103478770 7 St Paul St-Ste 1500 Baltimore MD 21202 Frederick S Koontz Trustee 4103478770 2024-05-01 1 Frederick Koontz 999009999 1 Frederick Koontz P01383660 4103478700 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3161672 X X 92943 92943 17967 17992 17967 110910 110910 8379 4189 4190 3000 3000 0 929 0 0 16638 16638 0 28946 23827 4190 425681 425681 454627 23827 429871 -343717 87083 145 60 60 83695 28512 28512 0 47868 49229 955199 916390 3082936 1264 935 935 1040303 993765 3161672 0 0 X 2658317 2955496 0 0 -1618014 -1961731 1040303 993765 1040303 993765 1040303 -343717 297179 993765 0 993765 160 shs Merck & Co, Inc. P 17992 11 17981 17981 basis cost adjustment P 14 -14 -14 17967 1210 0 1210 0 1210 935 0 0 0 935 0 275 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A Frederick S Koontz 4103478770 7 St Paul St-Ste 1500 Baltimore MD 21202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Frederick S Koontz 7 St Paul St- Ste 1500 Baltimore MD 21202 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 3151015 40893 1011 3192919 0 0 3192919 47894 3145025 157251 157251 1210 1210 156041 0 156041 0 156041 429871 0 429871 156041 0 0 1360504 750794 261297 2372595 429871 0 0 0 156041 273830 0 0 2646425 0 0 0 0 0 0 1360504 1285921 750794 261297 273830 Frederick S Koontz 7 St Paul St- Ste 1500 Baltimore MD 21202 4103478770 fkoontz@whitefordlaw.com letter with any supporting information which the applicant wishes to submit none none none Action in Maturity Inc 3900 Roland Avenue Baltimore MD 21211 none unrestricted 41358 Baltimore Museum of Art 10 Art Museum Drive Baltimore MD 21218 none unrestricted 362823 Friends of Boroume Inc 2600 Hudson Street Baltimore MD 21224 none unrestricted 1500 Goodwill Industries of the Chesapeake Inc 222 East Redwood Street Baltimore MD 21202 none unrestricted 5000 Maryland SPCA 3300 Falls Road Baltimore MD 21211 none unrestricted 5000 The League for People with Disabilities Inc 1111 East Cold Spring Lane Baltimore MD 21239 none unrestricted 5000 The Salvation Army 2602 Huntingdon Avenue Baltimore MD 21211 none unrestricted 5000 425681 0 01 92943 01 01 17967 0 110910 0 110910 0 0 0 0 0 0 0 0 0 0 885841 3029770 30549 53166 47868 49229 0 0 WTP 3000 3000 0 Tax credit 1264 935 935 Foreign tax 580 580 0 Investment expense 16058 16058 0 securities distributed in kind; FMV vs cost 297179 Excise tax 929 0 0