2024-05-13T13:53:53-07:00 2023-12-31 522332056 Wancowicz & Associates PA 11350 McCormick Rd Ste 406 EP 3 Hunt Valley MD 21031 990PF 2023-01-01 260193157 THE DANIEL JOSEPH FOUNDATION INC DANI 4103210600 1 W PENNSYLVANIA AVENUE SUITE 900 TOWSON MD 21204 MAYER GUTTMAN Trustee 2024-05-13 true MAYER GUTTMAN 999009999 true James S Wancowicz P00040060 4107716510 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 79253 X X 61 61 61 1411 1411 1411 1119 10578 1119 3 2591 2591 1475 4000 4000 4000 1500 1500 1500 775 775 775 26 26 26 16 16 16 6317 6317 6317 0 4000 4000 10317 6317 6317 4000 -7726 0 518 1526 1526 29272 29272 64774 20173 11439 12953 49963 42237 79253 0 X 49963 42237 49963 42237 49963 42237 49963 -7726 42237 42237 156.789 SHARES T. ROWE PRICE CAPITAL APPRECIATION FUND- P 2010-01-20 2023-05-11 5000 3956 1044 1044 84.933 SHARES VANGUARD/WELLESLEY INC FD INC ADMIRAL P 2010-01-20 2023-05-11 5097 5293 -196 -196 3.534 SHARES VANGUARD/WELLESLEY INC FD INC ADMIRAL P 2023-01-20 2023-12-22 213 210 3 3 Capital Gain Dividends 268 1119 3 0 0 false false false false false false false true true MD true false false false false true NONE MAYER GUTTMAN 4103210600 1 W PENNSYLVANIA AVENUE SUITE 900 TOWSON MD 21204 false false false false false false false false false false false false false false false false false false false false false false MAYER GUTTMAN 1 W PENNSYLVANIA AVE STE 900 TOWSON MD 21204 Trustee 2.00 0 NONE NONE 78430 0 0 78430 0 78430 1176 77254 3863 3863 3863 3863 3863 4000 4000 3863 22841 14993 352 29364 792 68342 4000 0 3863 137 68479 0 22841 45638 14993 352 29364 792 137 MAYER GUTTMAN 1 W PENNSYLVANIA AVENUE SUITE 900 TOWSON MD 21204 4103210600 LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES NONE NONE AGUDATH ISRAEL OF BALTIMORE 6200 PARK HEIGHTS AVE BALTIMORE MD 21215 NONE EOF CHARITABLE PURPOSES 3000 UNIVERSITY OF MARYLAND 220 NORTH ARCH STREET 13TH FLOOR BALTIMORE MD 21201 NONE EOF CHARITABLE PURPOSES 1000 4000 61 1411 1119 2591 2591 false false false false false false false false false false WANCOWICZ & ASSOCIATES 1500 1500 1500 0 JOHNSON & JOHNSON 3535 9404 VANGUARD SPECIALIZED FD VAN DIV APP 6270 22152 VANGUARD SEC IND FDS VAN INF TECH 2135 7260 VANGUARD INDEX FUNDS VANGUARD TOTAL ETF 5249 10881 ISHARES TRUST ISHARES MSCI USA 12083 15077 T ROWE PRICE CAPITAL APPRECIATION FUND AT COST 11439 12953 LEVIN & GANN 4000 4000 4000 0 CHECK ORDER FEE 16 16 16 ACCOUNT PROGRAM FEE 775 775 775 0 UNITED STATES TREASURY 26 26 26