2024-11-14T14:35:28-06:00 2024-06-30 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990PF 2023-07-01 597270530 THE WESTERVELT CHARITABLE TRUST WEST 2026642727 34 8TH STREET WASHINGTON DC 20002 THERON WESTERVELT TRUSTEE 2026642727 2024-11-14 1 0 SHANNON R GELLMAN EA P00444293 3015643636 2023 2024-10-15 13:58:12Z X 1694746 X X 305 305 39138 36256 47867 76590 47867 87310 84428 1000 0 1000 650 119 0 1650 119 1000 65627 65627 67277 119 66627 20033 84309 14353 63187 63187 640 560 560 1307319 1521769 1521769 103639 109230 109230 1425951 1694746 1694746 0 0 X 1425951 1694746 1425951 1694746 1425951 1694746 1425951 20033 248762 1694746 0 1694746 PUBLICLY TRADED SECURITIES P 2009-04-15 2024-05-03 76590 28723 47867 47867 47867 1172 0 1172 0 1172 560 0 0 0 560 X 0 612 0 0 0 0 0 0 0 0 0 0 1 1 FL DC 1 0 0 0 0 1 N/A THERON WESTERVELT TRUSTEE 2026642727 34 8TH STREET NE WASHINGTON DC 20002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THERON WESTERVELT 34 8TH STREET NE WASHINGTON DC 20002 TRUSTEE 2.00 1000 0 0 NONE 0 NONE 0 0 1488237 36248 0 1524485 0 0 1524485 22867 1501618 75081 75081 1172 1172 73909 0 73909 0 73909 66627 0 66627 73909 26213 0 0 66627 26213 0 0 40414 0 0 0 0 0 0 0 0 33495 0 0 0 X AMERICAN RED CROSS PO BOX 4002018 DES MOINES IA 503402018 NONE 501(C)(3) GENERAL OPERATIONS 1000 CABOT COMMUNITY ASSOC 3053 MAIN STREET CABOT VT 05647 NONE 501(C)(3) GENERAL OPERATIONS 3000 CAMBRIDGE IN AMERICA PO BOX 9123 JAF BLG NEW YORK NY 100879123 NONE 501(C)(3) GENERAL OPERATIONS 10000 CITY RESCUE MISSION 426 S MCDUFF AVENUE JACKSONVILLE FL 32254 NONE 501(C)(3) GENERAL OPERATIONS 500 DEFENDERS OF WILDLIFE 1130 SEVENTEENTH STREET NW WASHINGTON DC 20036 NONE 501(C)(3) GENERAL OPERATIONS 500 FRIENDS OF THE GTM RESERVE INC 450 GUANA RIVER ROAD PONTE VEDRA BEACH FL 32082 NONE 501(C)(3) GENERAL OPERATIONS 500 HARBOR CAMPS PO BOX 431314 MIAMI FL 33243 NONE 501(C)(3) GENERAL OPERATIONS 2000 JACKSONVILLE HUMANE SOCIETY 8464 BEACH BOULEVARD JACKSONVILLE FL 32216 NONE 501(C)(3) GENERAL OPERATIONS 500 MUSCULAR DYSTROPHY ASSOCIATION 222 S RIVERSIDE PLAZA STE 1500 CHICAGO IL 60606 NONE 501(C)(3) GENERAL OPERATIONS 2000 N STREET VILLAGE INC 1333 N STREET NW WASHINGTON DC 20005 NONE 501(C)(3) GENERAL OPERATIONS 3000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON VA 201905362 NONE 501(C)(3) GENERAL OPERATIONS 500 PHILLIPS COLLECTION 1600 21ST STREET NW WASHINGTON DC 20009 NONE 501(C)(3) GENERAL OPERATIONS 10000 PLANNED PARENTHOOD 1110 VERMONT AVE NW WASHINGTON DC 20005 NONE 501(C)(3) GENERAL OPERATIONS 10000 SCENIC & HISTORIC COSTAL A1A BYWAY 2175 MIZELL ROAD ST AUGUSTINE FL 32080 NONE 501(C)(3) GENERAL OPERATIONS 500 SPREAD THE VOTE 7423 W MANCHESTER AVE 4 LOS ANGELES CA 90045 NONE 501(C)(3) GENERAL OPERATIONS 10000 WILDFLOWER DONORS INC - LADY BIRD JOHNSON WILDFLOWER CENTER 4801 LA CROSSE AVENUE AUSTIN TX 787391702 NONE 501(C)(3) GENERAL OPERATIONS 300 WJCT INC 100 FESTIVAL PARK AVENUE JACKSONVILLE FL 322021397 NONE 501(C)(3) GENERAL OPERATIONS 500 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 NONE 501(C)(3) GENERAL OPERATIONS 500 YORKIST HISTORY TRUST P O BOX 6302 NEWBURY UK RG14 9QU NONE PC PROJECT ON THE EXECUTOR'S ACCOUNTS AND PROBATE INVENTORIES OF SIR THOMAS CHARLETON 10327 65627 0 14 305 14 39138 18 47867 0 87310 0 87310 0 0 0 0 0 0 0 0 0 0 150 SHARES CHEVRON CORP 23463 23463 1500 SHARES AT&T INC 28665 28665 155 SHARES GENUINE PARTS CO 21440 21440 170 SHARES DOW INC REG 9018 9018 200 SHARES CONSOLIDATED EDISON INC 17884 17884 225 SHARES RTX(RAYTHEON TECHNOLOGIES) 22588 22588 625 SHARES WAL-MART STORES INC 45704 45704 240 SHARES EXXON MOBIL CORP 27629 27629 250 SHARES AMERICAN WTR WKS CO INC 32290 32290 250 SHARES AUTOMATIC DATA PROC 59672 59672 250 SHARES UNITED PARCEL SVC CL B 34212 34212 275 SHARES BCE INC 8902 8902 208 SHARES KLA TENCOR CORP 171498 171498 300 SHARES COLGATE PALMOLIVE 29112 29112 300 SHARES SHELL(ROYAL DUTCH SHELL PLC) 21654 21654 350 SHARES JOHNSON & JOHNSON COM 51156 51156 365 SHARES PROCTER & GAMBLE CO 60195 60195 370 SHARES KIMBERLY CLARK CORP 51134 51134 400 SHARES ABBOTT LABS 41564 41564 400 SHARES ABBVIE INC 68608 68608 352 SHARES ELI LILLY & CO 318694 318694 400 SHARES WASTE MANAGEMENT INC NEW 85336 85336 570 SHARES PFIZER INC 15949 15949 575 SHARES EMERSON ELEC CO 63342 63342 620 SHARES VERIZON COMMUNICATIONS COMP. 25569 25569 645 SHARES SOUTHERN COMPANY 50033 50033 700 SHARES PAYCHEX INC 82992 82992 840 SHARES COCA COLA COM 53466 53466 200 SHARES ISHARES BARCLAYS TIPS FMV 21356 21356 4,909 SHARES NUVEEN AMT-FREE MUNICIPAL FMV 61166 61166 400 SHARES VANGUARD MSCI EUROPEAN FMV 26708 26708 NET UNREALIZED GAIN ON INVESTMENTS 248762 FOREIGN DIVIDEND TAX 119 119 0 EXCISE TAX 531 0 0