2024-05-14T15:10:34-05:00 2023-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2023-01-01 526705998 THE DEVITO FAMILY TRUST (FKA THE BEECHMONT FOUNDATION) DEVI 4102447414 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 ANN D WALKER EXECUTIVE DIRECTOR 4102447414 2024-05-08 1 ANN WALKER 999009999 0 MATTHEW Q KEEFER CPA P00852427 4103565900 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 10718564 X X 202722 202722 -22753 2088301 0 4429 0 184398 202722 0 0 0 49556 0 49556 3856 0 3856 5859 2930 2929 9300 4650 4650 44744 44744 0 4912 0 4912 118227 52324 65903 460350 460350 578577 52324 526253 -394179 150398 3654 178966 162101 162101 2544165 2412540 4118846 5922305 5680270 6437617 8649090 8254911 10718564 0 0 X 0 0 0 0 8649090 8254911 8649090 8254911 8649090 8254911 8649090 -394179 0 8254911 0 8254911 SCHWAB P 2022-01-01 2023-12-31 2035371 2111054 -75683 -75683 CAPITAL GAINS DIVIDENDS P 52930 52930 52930 -22753 2091 0 2091 0 2091 8203 0 0 0 8203 0 6112 6112 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A ANN DEVITO WALKER 4102447414 3737 MILLENDER MILL ROAD REISTERSTOW MD 21136 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN DEVITO WALKER 3737 MILLENDER MILL ROAD REISTERSTOWN MD 21136 TRUSTEE/EXECUTIVE DIRECTOR 15.00 0 0 0 SHARON HUFFER 1232 BONAIRE ROAD FOREST HILL MD 21050 ADMINISTRATIVE ASSIS 40.00 49556 0 0 0 NONE 0 0 10113799 152229 0 10266028 0 0 10266028 153990 10112038 505602 505602 2091 2091 503511 0 503511 0 503511 526253 0 526253 503511 452911 0 0 526253 452911 0 0 73342 0 0 0 0 0 0 0 0 430169 0 0 0 X ADIRONDACK EXPERIENCE PO BOX 99 BLUE MOUNTAIN LAKE NY 12812 501(C)(3) GENERAL SUPPORT 5000 ADIRONDACK FOOTHILLS TRAILS ALLIANCE INC P O BOX 415 OLD FORGE NY 13420 501(C)(3) GENERAL SUPPORT 5000 BUTLER VOLUNTEER FIRE COMPANY 15019 FALLS RD PO BOX 75 BUTLER MD 21023 501(C)(3) GENERAL SUPPORT 500 CAP-21 PO BOX 642 OLD FORGE NY 13420 501(C)(3) OLD FORGE FARMERS MARKET DIRECT NUTRITIONAL ASSISTANCE PROGRAM AND GENERAL OPERATING EXPENSES 23000 CATHOLIC CHARITIES 320 CATHEDRAL STREET BALTIMORE MD 21201 501(C)(3) LEADERSHIP BREAKFAST 10000 COOL KIDS CAMPAIGN FOUNDATION INC 8422 BELLONA LANE STE 102 TOWSON MD 21204 501(C)(3) APRIL 2023 SPRING KID'S CAMP AND MOTHER'S RETREAT 10000 DRINK AT THE WELL INC 4710 PENNINGTON AVENUE BALTIMORE MD 21226 501(C)(3) FUND THE GRANTS MANAGER/WRITING POSITION 25000 FUTURES INC 902 SOUTH QUAKER LANE WEST HARFORD CT 06110 501(C)(3) FUND EXPANSION OF THE PET THERAPY PROGRAM 25000 MARYLAND SPCA 3300 FALLS ROAD BALTIMORE MD 21211 501(C)(3) GENERAL SUPPORT 6000 OLD FORGE AMBULANCE CORP PO BOX 1170 OLD FORGE NY 13420 501(C)(3) GENERAL SUPPORT 2000 OLD FORGE FIRE DEPT PO BOX 1170 OLD FORGE NY 13420 501(C)(3) GENERAL SUPPORT 7000 OPERATION SECOND CHANCE 20251 CENTURY BLVD STE 130 GERMANTOWN MD 20874 501(C)(3) FUND EMERGENCY ASSISTANCE PROGRAM AND FUND HEROES RIDGE AT RAVENS ROCK 60000 TALMAR INC 1994 CROMWELL BRIDGE RD PARKVILLE MD 21234 501(C)(3) GENERAL SUPPORT 30000 THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDE COUNTIES 2608 GENESEE STREET UTICA NY 13502 501(C)(3) ALC COMMUNITY FUND 5000 THE VIEW PO BOX 1144 OLD FORGE NY 13420 501(C)(3) BEECHMONT FIRST AND GOLD MEDALLION AWARD 2023/SUPPORT AND EXPAND YOUTH AND FAMILY PROGRAMMING FOR SUMMER 2023 TO SPRING 2024 16000 TOWN OF WEBB HISTORICAL ASSOCIATION PO BOX 513 OLD FORGE NY 13420 501(C)(3) GENERAL SUPPORT 350 UPPERCO VOLUNTEER FIRE COMPANY 5500 FRINGER ROAD PO BOX 7 UPPERCO MD 211550007 501(C)(3) GENERAL SUPPORT 500 LAMOILLE COMMUNITY FOOD SHARE 362 UPPER HOLLOW HILL RD STOWE VT 05672 501(C)(3) TO PURCHASE A VEHICLE 20000 FIELDS 4 VALOR FARMS 14411 BADEN WESTWOOD RD BRANDYWINE MD 20613 501(C)(3) FUND THE DEVELOPMENT OFFICER POSITION AND GENERAL OPERATING EXPENSES 100000 POLAR BEAR SKI CLUB P O BOX 544 OLD FORGE NY 13420 501(C)(3) PURCHASE RACE EQUIPMENT FOR BOTH ALPINE AND NORDIC SKI PROGRAMS 18000 FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PKWY SUITE 410 ROCKVILLE MD 20852 501(C)(3) GENERAL SUPPORT 1000 HAMPSTEAD VOLUNTEER FIRE COMPANY 1341 NORTH MAIN STREET PO BOX 231 HAMPSTEAD MD 21074 501(C)(3) GENERAL SUPPORT 500 GLYNDON VOLUNTEER FIRE DEPARTMENT 4812 BUTLER ROAD GLYNDON MD 21071 501(C)(3) GENERAL SUPPORT 500 EAGLE BAY VOLUNTEER HOSE COMPANY PO BOX 102 EAGLE BAY NY 13331 501(C)(3) FUND THE FIRE BOAT 60000 NO PERSON LEFT BEHIND OUTDOORS PO BOX 132 LIBERTYTOWN MD 21762 501(C)(3) GENERAL SUPPORT 30000 460350 0 14 202722 18 -22753 EXCISE TAX REFUNDS 4429 0 179969 4429 184398 11 LINE 11 REPRESENTS REFUNDS OF PRIOR YEAR EXCISE TAXES. ALL SOURCES OF REVENUE ARE USED TO INVEST IN SECURITIES OR HELD AS CASH. INCOME FROM THESE INVESTMENTS ARE USED FOR CHARITABLE PURPOSES AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THEIR EXEMPT FUNCTION. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9300 4650 4650 STOCKS 2412540 4118846 INVESTMENTS AT COST 5680270 6437617 LEGAL FEES 5859 2930 2929 INSURANCE 258 0 258 SUPPLIES 3319 0 3319 OFFICE EXPENSES 1335 0 1335 EXCISE TAX REFUNDS 4429 4429 INVESTMENT FEES 44744 44744 0