2024-05-15T11:49:31-05:00 2023-12-31 522137226 SC&H FINANCIAL ADVISORS INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990PF 2023-01-01 522172817 CHESAPEAKE ORTHOPEDIC RESEARCH FOUNDATION INC CHES 4103713431 21 JACKSON MANOR COURT PHOENIX MD 21131 MICHAEL A JACOBS MD PRESIDENT 4103713431 2024-05-14 1 MICHAEL JACOBS MD 999009999 1 JAMES EATON P00966704 4104031500 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 414254 X X 5772 5772 2056 2056 -759 8000 0 7069 7828 0 0 0 3000 0 3000 400 0 400 1115 0 0 1365 350 1015 5880 350 4415 8750 8750 14630 350 13165 -7561 7478 158333 168752 168752 229570 208528 245502 387903 377280 414254 0 0 X 387903 377280 387903 377280 387903 377280 387903 -7561 0 380342 3062 377280 PUBLICLY TRADED SECURITIES (UBS) 8000 8000 0 0 0 104 0 104 0 104 0 0 0 0 0 0 104 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A MICHAEL A JACOBS 4105324764 21 JACKSON MANOR COURT PHOENIX MD 21131 0 0 0 0 0 0 0 0 1 2022 2021 1 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL A JACOBS 21 JACKSON MANOR COURT PHOENIX MD 21131 PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 0 220443 166793 0 387236 0 0 387236 5809 381427 19071 19071 104 104 18967 0 18967 0 18967 13165 0 13165 18967 20387 2021 3157 0 13165 13165 0 0 0 0 0 0 0 3157 0 3157 7222 18967 0 0 0 MICHAEL A JACOBS X AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 9400 W HIGGINS ROAD ROSEMONT IL 60018 NONE PC GENERAL SUPPORT 250 BALTIMORE CHAMBER ORCHESTRA 11 WEST MOUNT VERNON PLACE BALTIMORE MD 21201 NONE PC GENERAL SUPPORT 8000 MEDSTAR UNION MEMORIAL HOSPITAL 201 E UNIVERSITY PKWY BALTIMORE MD 21218 NONE PC GENERAL SUPPORT 500 8750 0 14 5772 14 2056 18 -759 0 7069 0 7069 0 0 0 0 0 0 0 0 0 0 KATZ ABOSCH 3000 0 3000 THE FOUNDATION IS MAKING THE ELECTION TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR TAX YEARS' UNDISTRIBUTED INCOME, UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). EQUITIES AT COST 66715 107461 FIXED INCOME AT COST 127675 123973 MUTUAL FUNDS AT COST 14138 14068 COST-BASIS ADJUSTMENT 3062 INVESTMENT MANAGEMENT FEES 350 350 0 OFFICE EXPENSES 1015 0 1015 OTHER PROFESSIONAL SERVICES 400 0 400 FEDERAL EXCISE TAX 1115 0 0