2024-05-15T10:46:46-04:00 2023-12-31 852104502 DOYLE SCHULTZ & BHATIA PLLC 1818 LIBRARY STREET SUITE 500 RESTON VA 20190 990PF 2023-01-01 541850520 CATHERINE J MCGINNIS FAMILY FOUNDATION CATH 3018297269 PO BOX 454 MOUNT AIRY MD 21771 ERIN M MEITZLER DIRECTOR/TRUSTEE 5403385939 2024-05-14 true ERIN MEITZLER XXX-XX-XXXX false R BRUCE HALL CPA P00744094 7034351224 2024-05-14 2023 2023-04-26 12:10:37Z X X 3922358 X 267895 278 278 63514 63514 89645 832289 89645 210 421542 153437 12000 12000 14700 14700 18529 18529 892 892 5010 5010 51131 19421 31710 160000 160000 211131 19421 191710 210411 134016 93018 95591 95591 253195 253195 253195 2287235 2241876 3573572 1604 1606 2381857 2592268 3922358 0 X 2381857 2592268 2381857 2592268 2381857 2592268 2381857 210411 2592268 2592268 PUBLICLY TRADED SECURITIES P 338778 347805 -9027 -9027 PUBLICLY TRADED SECURITIES P 462739 394283 68456 68456 PUBLICLY TRADED SECURITIES P 2009-03-05 2023-10-31 22831 431 22400 22400 PUBLICLY TRADED SECURITIES P 2009-12-24 2023-06-05 175 125 50 50 89645 -9027 1863 1863 1863 15734 15734 13871 13871 false false false false false false false true true VA true false false false false true N/A ERIN M MEITZLER 3018297269 3600 BARTON CREEK DR MOUNT AIRY MD 21771 false false false false false false false false false false false false false false false false false false false false ARLENE M MCGINNIS 10737 MCGREGOR DR COLUMBIA MD 21044 TRUSTEE 0.00 0 0 0 COLLEEN M MCGINNIS 201 BROWN RD CHESTER MD 21619 TRUSTEE 2.00 0 0 0 KELLYANN M ROYSTON 11202 YARDLEY PLACE IJAMSVILLE MD 217548941 TRUSTEE 2.00 0 0 0 ERIN M MEITZLER 3600 BARTON CREEK DR MOUNT AIRY MD 21771 DIRECTOR/TRU 8.00 12000 0 0 KAITLIN M VERY 115 E SPRING ST ALEXANDRIA VA 22301 TRUSTEE 8.00 0 0 0 CONNOR D ROYSTON 6811 KING LEAR BLVD FORT WAYNE IN 46818 JR TRUSTEE 2.00 0 0 0 TRISTAN C MEITZLER 3600 BARTON CREEK DR MOUNT AIRY MD 21771 JR TRUSTEE 2.00 0 0 0 TAYLOR C ROYSTON 11202 YARDLEY PLACE IJAMSVILLE MD 21754 JR TRUSTEE 2.00 0 0 0 JONATHAN M MEITZLER 3600 BARTON CREEK DR MOUNT AIRY MD 21771 JR TRUSTEE 2.00 0 0 0 NONE NONE N/A 3310754 112950 0 3423704 3423704 51356 3372348 168617 168617 1863 1863 166754 166754 166754 191710 191710 166754 159572 191710 159572 32138 134616 X AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE PC DISASTER RELIEF 12000 MERCY MEDICAL ANGELS 101 WEST MAIN ST 1000 NORFOLK VA 23510 NONE PC MEDICAL TRANSPORT 5000 FEEDING AMERICA 35 E WACKER DR 2000 CHICAGO IL 60601 NONE PC FOOD FOR THE POOR 10000 HABITAT FOR HUMANITY 3741 COMMERCE DR 309 BALTIMORE MD 21227 NONE PC HOUSING ASSISTANCE 1000 SALVATION ARMY LOUDOUN COUNTY CORPS 10 CARDINAL PARK DR LEESBURG VA 20175 NONE PC ASSISTANCE FOR THE POOR 5000 UNBOUND 1 ELMWOOD AVENUE KANSAS CITY KS 66103 NONE PC SCHOLARSHIP FUNDS 10000 CATHOLIC LEAGUE 450 7TH AVENUE NEW YORK NY 10123 NONE PC CIVIL RIGHTS 1000 TRINITY COLLEGIATE SCHOOL 5001 HOFFMEYER RD DARLINGTON SC 29532 NONE PC STUDENT SCHOLARSHIPS 15000 CAPITAL CARING HEALTH 24419 MILLSTREAM DR ALDIE VA 20105 NONE PC MEDICAL ASSISTANCE 5000 LOUDOUN FREE CLINIC 224A CORNWALL ST NW LEESBURG VA 20176 NONE PC MEDICAL ASSISTANCE 5000 THE V FDTN FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 NONE PC MEDICAL RESEARCH 10000 CAPUCHIN FRANCISCAN FRIARS PO BOX 839 UNION CITY NJ 070870839 NONE PC SERVICE TO THE POOR 3000 ST VERONICA GIULIANI MONASTERY 816 JEFFERSON STREET WILMINGTON DE 198011432 NONE PC SERVICE TO THE POOR 3000 HARRY K FOUNDATION 313 S BOARDWALK REHOBOTH BEACH DE 19971 NONE PC FOOD FOR THE POOR 25000 DOMINICAN SISTERS OF HOPE 299 N HIGHLAND AVE OSSINING NY 10562 NONE PC SERVICE TO THE POOR 3000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 212013443 NONE PC DISASTER RELIEF 20000 BLUE RIDGE FOOD BANK PO BOX 937 VERONA VA 24482 NONE PC FOOD FOR THE POOR 22000 MARSHALL LEGACY INST CHAMPS PROGRAM 2425 WILSON BLVD STE 240 ARLINGTON VA 22203 NONE PC AID AND RELIEF 5000 160000 14 278 14 63514 18 89645 210 153437 210 153647 false false false false false false false false false false X X 1 ARLENE M MCGINNIS 10737 MCGREGOR DR COLUMBIA MD 21044 267895 X 14700 14700 SEE ATTACHED SCHEDULE 2241876 3573572 INVESTMENT RECONCILIATION 1604 1606 EXPENSES SHIPPING & POSTAGE 166 166 MEETINGS 1349 1349 CREDIT CARD FEES 695 695 PROFESSIONAL FEES 2500 2500 QUICKBOOKS FEES 300 300 210 NOTES RECEIVABLE 253195 INVESTMENT ADVISORY FEES 18354 18354 BANK FEES 175 175 FOREIGN TAXES PAID 892 892