2024-11-14T12:21:18-08:00 2023-12-31 521861549 ANDERSON DAVIS & ASSOCIATES CPA PA 1406 B SOUTH CRAIN HWY 204 GLEN BURNIE MD 21061 990PF 2023-01-01 522201203 ANNESLIE-ST JAMES FOUNDATION INC ANNE 4103774352 529 DUNKIRK ROAD BALTIMORE MD 212122014 ROGER CHYLINSKI PRESIDENT 4103774352 2024-11-14 true Jay R Kapadia CPA P00804015 4107662645 2023 2024-10-15 13:58:12Z X 2168104 X 3198 X 28874 28874 28874 26434 34182 34182 181169 990096 181173 0 0 8194 8194 8194 247869 252423 71250 0 1200 600 1200 12526 12526 12526 445 445 445 0 206 103 206 12342 12342 500 26719 13674 26719 500 0 0 26719 13674 26719 500 221150 238749 44531 2354 93275 93275 0 0 899486 928415 928415 997859 1146414 1146414 0 0 0 0 0 0 1899699 2168104 2168104 0 0 0 0 0 X 1458333 1726738 441366 441366 1899699 2168104 1899699 2168104 1899699 221150 47255 2168104 2168104 230829 0 236491 -5662 0 0 0 -5662 759268 0 572433 186835 0 0 0 186835 181173 2000-02-03 3319 0 3319 0 3319 291 291 291 X 9 3037 0 false false false false false false false true true MD true true false false false true N/A DR ROGER CHYLINSKI 4103774352 529 DUNKIRK ROAD BALTIMORE MD 212122014 false false false false false false false false false false false false false false false false false false false X false false false false DR ROGER CHYLINSKI 529 DUNKIRK RD BALTIMORE MD 21212 PRES., SEC. 5.00 0 0 0 DANIEL J DEWBERRY 529 DUNKIRK RD BALTIMORE MD 21212 V.P. 1.00 0 0 0 NONE 0 NONE 0 THE ORGANIZATIONS EXEMPT PURPOSE IS TO HOLD AND MAINTAIN LAND IN ITS NATURAL HABITAT. 500 NONE 0 0 0 0 0 0 0 0 0 0 0 X 0 500 0 500 0 224155 5796 5957 10801 18663 265372 500 0 500 265872 0 0 0 0 224155 41717 5796 5957 10801 18663 500 X 0 0 0 0 0 500 18663 10801 5957 35921 500 18663 10801 5957 35921 827530 827530 441366 441366 Dr Roger Chylinski None X 0 14 28874 14 26434 18 181169 236477 236477 8 SALE OF STOCK false false false false false false false false false false ANDERSON DAVIS & ASSOCIATES TAX PREPARATION 1200 600 1200 AB LARGE CAP GROWTH ADVISOR CLASS Purchased 2023-10 959 827 132 AB SMALL CAP GROWTH PORT ADVISOR CLASS Purchased 2023-10 225 226 -1 AMERICAN NEW WORLD FUND CL F2 Purchased 2023-10 156 151 5 BLACKROCK MID CAP GROWTH EQUITY INSTL Purchased 2023-10 398 378 20 COLUMBIA DIVIDEND INCOME FUND CL I2 Purchased 2023-10 843 840 3 COLUMBIA SMALLCAP VALUE FUND CL I2 Purchased 2023-10 225 229 -4 FIDELITY INTERNATL INDEX FUND Purchased 2023-10 837 821 16 FIDELITY MID CAP INDEX FUND Purchased 2023-10 823 824 -1 FIDELITY SMALL CAP INDEX FUND Purchased 2023-10 481 493 -12 FIDELITY 500 INDEX FUND Purchased 2023-10 2000 1819 181 FIRST TR EXCHANGE-TRADED FD VI RISNG DIV Purchased 2023-01 24462 25218 -756 HEALTH CARE SELECT SECTOR SPDR Purchased 2023-01 4195 3909 286 ISHARES CORE S&P MID-CAP ETF Purchased 2023-01 34425 34212 213 MFS MID CAP VALUE FUND CL I Purchased 2023-10 371 378 -7 SCHWAB US BROAD MARKET ETF Purchased 2023-01 51396 55230 -3834 SCHWAB US LARGE-CAP GROWTH ETF Purchased 2023-01 16737 19838 -3101 SELECT SECTOR SPDR TR FINANCIAL 2022-07 Purchased 2023-01 1516 1320 196 TRANSAMERICA INTL EQUITY CL I Purchased 2023-10 380 378 2 VANGUARD INDEX FDS VANGUARD VALUE ETF FO Purchased 2023-01 55035 54186 849 VANGUARD MID-CAP VALUE INDEX FUND Purchased 2023-01 12674 12632 42 VANGUARD SPECIALIZEDFUNDS DIV APP ETF Purchased 2023-01 22690 22584 106 BLACKROCK EMERGING MARKETS FD INC INSL Purchased 2023-10 45679 58180 -12501 FIRST TR EXCHANGE-TRADED FD VI RISNG DIV Purchased 2023-01 93003 64851 28152 HEALTH CARE SELECT SECTOR SPDR 2021-02 Purchased 2023-01 31799 27276 4523 ISHARES CORE S&P MID-CAP ETF Purchased 2023-01 125369 69472 55897 MORGAN STANLEY INTL ADVANTAGE CL I Purchased 2023-10 73151 62259 10892 SCHWAB US BROAD MARKET ETF Purchased 2023-01 62630 41912 20718 SCHWAB US LARGE-CAP GROWTH ETF Purchased 2023-01 93332 59981 33351 SELECT SECTOR SPDR TR FINANCIAL Purchased 2023-01 44216 25918 18298 VANGUARD INDEX FDS VANGUARD VALUE ETF FO Purchased 2023-01 78435 63236 15199 VANGUARD MID-CAP VALUE INDEX FUND 2021-10 Purchased 2023-01 37168 38037 -869 VANGUARD SPECIALIZEDFUNDS DIV APP ETF Purchased 2023-01 74486 61312 13174 MUTUAL FUNDS 1146414 1146414 928415 928415 INSURANCE 11801 11801 SURVEY 500 500 500 FILING FEE 41 41 CAPITAL GAIN DISTRIBUTION 8194 8194 8194 UNREALIZED GAIN ON INVESTMENTS 47255 INVESTING FEES INVESTMENT MANAGEMENT 12526 12526 12526 FOREGIN INCOME TAX 445 445 445