2024-05-14T11:23:29-04:00 2023-12-31 530229586 GOLDMAN CLEARFIELD & OCAMPO LLP 6230 OLD DOBBIN LANE SUITE 180 COLUMBIA MD 21045 990PF 2023-01-01 261541889 ROBERT AND MIMIE HELM FAMILY CHARIT TRUST D/B/A HELM FAMILY CHARITABLE ROBE 4435425899 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 ROBERT W HELM TRUSTEE 2024-05-14 ROBERT W HELM XXX-XX-XXXX false ADAM M CLEARFIELD CPA P00306310 4107728090 2024-05-14 2023 2023-04-26 12:10:37Z X 2567117 X 100316 2709 2709 41232 41232 8136 255678 38047 152393 81988 1800 20633 20633 947 947 23380 21580 0 160750 160750 184130 21580 160750 -31737 60408 50 35149 35150 71555 90046 90046 2548166 2465236 2441921 2619771 2590431 2567117 0 X 2619771 2590431 2619771 2590431 2619771 2590431 2619771 -31737 3297 2591331 900 2590431 38047 840 840 840 900 900 60 60 false false false false false false false false true MD true false true false false true N/A THE FOUNDATION 4435425899 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 false false false false false false false false false false false false false false false false false false false false ROBERT W HELM 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 TRUSTEE 1.00 0 0 0 MARGARET M HELM 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 TRUSTEE 1.00 0 0 0 FR TIMOTHY B BROWN SJ 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 TRUSTEE 1.00 0 0 0 FR TIMOTHY J STEPHENS SJ 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 TRUSTEE 1.00 0 0 0 MARGARET M VALENTINE 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 TRUSTEE 1.00 0 0 0 MARY K O'HARA 10015 OLD COLUMBIA ROAD SUITE B-215 COLUMBIA MD 21046 TRUSTEE 1.00 0 0 0 NONE NONE N/A 2340150 74357 0 2414507 2414507 36218 2378289 118914 118914 840 840 118074 118074 118074 160750 160750 118074 97789 51357 17280 166426 160750 118074 42676 209102 0 209102 97789 51357 17280 42676 ROBERT W HELM MARGARET M HELM X BALTIMORE COUNCIL ON FORE 401 E PRATT ST 1611 BALTIMORE MD 21202 CHARITABLE PURPOSES 25000 FUEL FUND OF MARYLAND 1800 WASHINGTON BLVD SUI BALTIMORE MD 21230 CHARITABLE PURPOSES 2500 ARCHDIOCESE OF BALTIMORE 320 CATHEDRAL ST BALTIMORE MD 21201 CHARITABLE PURPOSES 35000 MT VERNON LADIES' ASSOCIATION 3200 MOUNT VERNON MEMORIA MOUNT VERNON VA 22121 CHARITABLE PURPOSES 40000 ST VINCENT DE PAUL SOCIETY 2812 REISTERSTOWN RD BALTIMORE MD 21215 CHARITABLE PURPOSES 15000 MIDWEST PROVINCE OF THE SOCIETY OF 1010 N HOOKER ST CHICAGO IL 60642 CHARITABLE PURPOSES 3500 MARYLAND PROVINCE OF THE SOCIETY OF 8600 LASALLE RD SUITE 62 TOWSON MD 21286 CHARITABLE PURPOSES 2500 THOMAS MORE SOCIETY 309 W WASHINGTON STREET CHICAGO IL 60606 CHARITABLE PURPOSES 1000 THE CATHOLIC THING PO BOX 523034 SPRINGFIELD VA 22152 CHARITABLE PURPOSES 2500 HOWARD COMMUNITY COLLEGE EDUCATIONA 10901 LITTLE PATUXENT PAR COLUMBIA MD 21044 CHARITABLE PURPOSES 10000 NOTRE DAME PREPATORY SCHOOL 815 HAMPTON LN TOWSON MD 21286 CHARITABLE PURPOSES 20000 UNITED SERVICE ORGANIZATIONS PO BOX 96860 WASHINGTON DC 20077 CHARITABLE PURPOSES 1000 SALVATION ARMY OF CENTRAL MD 814 LIGHT STREET BALTIMORE MD 21230 CHARITABLE PURPOSES 500 ST LOUIS CHURCH 12500 CLARKSVILLE PIKE CLARKSVILLE MD 21029 CHARITABLE PURPOSES 2000 MEALS ON WHEELS OF CENTRAL MD 10451 TWIN RIVERS RD COLUMBIA MD 21044 CHARITABLE PURPOSES 250 160750 14 2709 14 41232 14 8136 52077 52077 false false false false false false false false false false X X 1 ROBERT W AND MARGARET O HELM 12064 OPEN RUN ROAD ELLICOTT CITY MD 21042 25051 X 2 ROBERT W AND MARGARET O HELM 12064 OPEN RUN ROAD ELLICOTT CITY MD 21042 25331 X 3 ROBERT W AND MARGARET O HELM 12064 OPEN RUN ROAD ELLICOTT CITY MD 21042 25000 X 4 ROBERT W AND MARGARET O HELM 12064 OPEN RUN ROAD ELLICOTT CITY MD 21042 24934 X 1 221.848 SHARES OF T ROWE PRICE B 25051 2023-03-16 2 181.699 SHARES OF T ROWE PRICE B 25331 2023-06-16 3 183.11 SHARES OF T ROWE PRICE BL 25000 2023-09-25 4 168.271 SHARES OF T ROWE PRICE B 24934 2023-12-18 ACCOUNTING 1800 111.835 SHARES DRIEHAUSE EMERGING MA 2022-06 PURCHASE 2023-02 3600 3738 -138 10 SHARES CAPITAL ONE FINANCIAL CORP 2020-05 PURCHASE 2023-02 1082 1663 -581 418.848 SHARES NEUBERGER BERMAN STRA PURCHASE 2023-02 4000 4750 -750 1652.893 SHARES PIMCO TOTAL RETURN I 2020-05 PURCHASE 2023-02 14000 17702 -3702 23.157 SHARES VANGUARD 500 INDEX FUN 2011-09 PURCHASE 2023-02 8500 9335 -835 85.263 SHARES VANGUARD DIVIDEND GROW PURCHASE 2023-02 2949 3174 -225 .34 SHARES VANGAURD DIVIDEND GROWTH 2021-12 PURCHASE 2023-02 12 13 -1 31.239 SHARES T ROWE PRICE BLUE CHIP 2011-11 PURCHASE 2023-02 3500 4151 -651 102.313 SHARES VANGUARD DIVIDEND GRO 2011-09 PURCHASE 2023-02 3539 3809 -270 284.322 SHARES BNY MELLON INTERNATIO 2021-01 PURCHASE 2023-03 3500 4589 -1089 525.088 SHARES PIMCO TOTAL RETURN IN 2020-05 PURCHASE 2023-03 4500 5624 -1124 16.364 SHARES VANGUARD 500 INDEX FUN PURCHASE 2023-03 6000 6597 -597 32.791 SHARES T. ROWE PRICE MID CAP PURCHASE 2023-03 3000 3042 -42 175.234 SHARES VANGUARD DIVIDEND GRO 2011-09 PURCHASE 2023-03 6000 6524 -524 43.078 SHARES VANGUARD 500 INDEX FUN PURCHASE 2023-04 16446 17366 -920 26.013 SHARES FIDELITY BLUE CHIP GRO 2021-07 PURCHASE 2023-04 3500 4896 -1396 36.355 SHARES T ROWE PRICE BLUE CHIP 2011-11 PURCHASE 2023-04 4500 4831 -331 50 SHARES ISHARES S&P SMALLCAP 600 I 2020-12 PURCHASE 2023-05 4603 4544 59 141.657 SHARES NICHOLAS EQUITY INCOM 2022-07 PURCHASE 2023-05 2699 2713 -14 47.319 SHARES NICHOLAS EQUITY INCOME 2022-07 PURCHASE 2023-05 901 906 -5 29.838 SHARES T ROWE PRICE MID CAP G 2021-04 PURCHASE 2023-05 2800 3576 -776 20.09 SHARES FIDELITY BLUE CHIP GROW 2021-07 PURCHASE 2023-06 3000 3781 -781 58.196 SHARES INVESCO OPPENHEIMER GL 2021-01 PURCHASE 2023-06 3000 5058 -2058 44.372 SHARES T.ROWE PRICE BLUE CHIP 2011-11 PURCHASE 2023-06 6000 5896 104 179.327 SHARES T. ROWE PRICE BLUE CH 2011-11 PURCHASE 2023-06 25000 23829 1171 49.782 SHARES T ROWE PRICE BLUE CHIP 2012-05 PURCHASE 2023-08 6965 6615 350 78.863 SHARES T. ROWE PRICE BLUE CHI PURCHASE 2023-08 11035 10479 556 100.834 SHARES T ROWE PRICE BLUE CHI 2011-11 PURCHASE 2023-08 14500 13399 1101 162.925 SHARES FIDELITY ADV INTERNAT 2021-01 PURCHASE 2023-10 4500 5098 -598 47.091 SHARES T ROWE PRICE BLUE CHIP 2012-05 PURCHASE 2023-10 6500 6258 242 56.259 SHARES JP MORGAN VALUE ADVANT PURCHASE 2023-11 2000 2035 -35 523.378 SHARES DODGE & COX GLOBAL ST PURCHASE 2023-11 7500 8256 -756 219.711 SHARES INVESCO OPPENHEIMER G PURCHASE 2023-11 10500 18462 -7962 29.88 SHARES T ROWE PRICE BLUE CHIP 2012-05 PURCHASE 2023-12 4500 3971 529 150.232 SHARES VANGUARD DIVIDEND GRO 2011-09 PURCHASE 2023-12 5500 5593 -93 175.685 SHARES INVESCO OPPENHEIMER G 2021-01 PURCHASE 2023-12 7500 15269 -7769 SANDY SPRING - FIXED INCOME AT COST 710051 644494 SANDY SPRING - EQUITIES AT COST 1755185 1797427 FEDERAL TAXES PAID 900 NONDIVIDEND DISTRIBUTION 226 INCOME TAX REFUND 3071 INVESTMENT FEES 20633 20633 ROBERT W HELM 12064 OPEN RUN ROAD ELLICOTT CITY MD 21042 MARGARET M HELM 12064 OPEN RUN ROAD ELLICOTT CITY MD 21042 FOREIGN TAXES 947 947