2024-07-08T14:34:07-05:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC 10451 MILL RUN CIRCLE SUITE 800 OWINGS MILLS MD 21117 990PF 2023-01-01 226908681 HAROLD J KAPLAN MD CHARITABLE TRUST HARO 4103561000 3647 ELTHAM WAY OWINGS MILLS MD 21117 A MICHAEL SIDLE TRUSTEE 4103561000 2024-07-08 1 A MICHAEL SIDLE 999009999 0 IRVIN M BADDOCK CPA P00301425 4103561000 2024-07-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 1962164 X X 524 524 28965 28965 61820 281209 61820 91309 91309 4504 3604 900 6070 3035 3035 4287 4287 0 1688 972 0 16549 11898 3935 100000 100000 116549 11898 103935 -25240 79411 87497 200774 200774 605 519 605 605 2500 1784 1784 32015 32015 72658 1497588 1359701 1686343 1620119 1594879 1962164 0 0 X 1620119 1594879 0 0 0 0 1620119 1594879 1620119 1594879 1620119 -25240 0 1594879 0 1594879 1520.913 SH ALGER SMALL CAP FOCUS 2018-11-16 2023-12-22 27954 30222 -2268 -2268 67.119 SH T ROWE PRICE BLUE CHIP GRW 2018-01-18 2023-12-22 10000 6941 3059 3059 523.739 SH ABERDEEN INTL SM CAP 2012-08-15 2023-11-09 13016 12828 188 188 6805.808 SH 1290 DIVERSIFIED BD 2022-02-15 2023-12-22 60211 74250 -14039 -14039 408.052 SH INVESCO DEV MKTS 2010-09-23 2023-11-09 14980 13696 1284 1284 312.695 SH AMERICAN MUTUAL 2010-11-22 2023-11-09 14980 7659 7321 7321 748.959 SH COLUMBIA GRTR CHINA 2003-04-29 2023-11-09 23168 9947 13221 13221 1314.493 SH DIAMOND HILL SM CAP 2008-10-02 2023-12-22 31779 27831 3948 3948 166.168 SH GROWTH FD OF AMERICA 2003-09-09 2023-11-09 9980 3875 6105 6105 1177.163 SH JPMORGAN US LG CAP CORE 2010-11-18 2023-11-09 19980 25033 -5053 -5053 342.466 SH JPMORGAN LG CAP GWTH 2010-11-18 2023-12-22 19980 7107 12873 12873 CAPITAL GAINS DIVIDENDS P 35181 35181 35181 61820 1104 0 1104 0 1104 1784 0 0 0 1784 0 680 680 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A IRVIN M BADDOCK CPA 4103561000 3647 ELTHAM WAY OWINGS MILLS MD 21117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IRVIN M BADDOCK 3647 ELTHAM WAY OWINGS MILLS MD 21117 TRUSTEE 0.75 2252 0 0 A MICHAEL SIDLE 11 TANNER COURT BALTIMORE MD 21208 TRUSTEE 0.50 2252 0 0 NONE 0 NONE 0 N/A 0 0 1818505 84069 2023 1904597 0 0 1904597 28569 1876028 93801 93801 1104 1104 92697 0 92697 0 92697 103935 0 103935 92697 60928 0 0 103935 60928 0 0 43007 0 0 0 0 0 0 0 0 49690 0 0 0 IRVIN M BADDOCK A MICHAEL SIDLE 3647 ELTHAM WAY OWINGS MILLS MD 21117 4103561000 NO SPECIFIC FORM NONE NONE TOWSON UNIVERSITY FOUNDATION INC 8000 YORK ROAD TOWSON MD 212520001 NONE PUBLIC EDUCATION 100000 100000 0 14 524 14 28965 18 61820 0 91309 0 91309 0 0 0 0 0 0 0 0 0 0 YOUNT, HYDE & BARBOUR 6070 3035 3035 1188 SH EQUITY RESIDENTIAL 32015 72658 1116.46 SH AMERICAN MUTUAL FD FMV 27346 56939 5642.257 SH BOND FUND OF AMERICA FMV 72876 64833 3826.499 SH CAPITAL WORLD BD FD FMV 72192 63635 1338.304 SH CAPITAL WORLD GROWTH & INCOME FD FMV 49056 80459 3793.996 SH COLUMBIA DIVIDEND INCOME FD FMV 58086 115262 891.403 SH DELAWARE SMALL CAP VALUE FD FMV 36631 58021 1015.793 SH FUNDAMENTAL INVRS INC FMV 41980 72619 793.886 SH GROWTH FUND OF AMERICA FMV 18514 50142 2022.02 SH INCOME FUND OF AMERICA FMV 35999 47396 3537.525 SH JP MORGAN EQUITY INCOME FMV 58469 79630 1954.661 SH JP MORGAN TST I US LG CAP CORE PLUS FD FMV 34982 32213 1023.452 SH JP MORGAN TST II LG CAP GWTH FD FMV 21240 59892 469.704 SH NEW WORLD FD FMV 30006 35242 958.768 SH INVESCO DEVELOPING MARKETS FMV 32183 37728 8455.285 SH INVESCO INTL BOND FD FMV 41161 37626 1145.475 SH BLACKROCK EMERGING MARKETS INSTL CL FMV 30000 27778 5251.013 SH DODGE & COX INCOME FMV 75000 66268 1872.659 SH FIDELITY ADVISOR INTL CAP APPREC FMV 50000 55674 2327.959 SH JOHN HANCOCK INT'L GROWTH FMV 51532 57407 2172.968 SH MANNING & NAPIER RAINER INT'L DISCOVERY FMV 50000 48740 319.653 SH T ROWE PRICE BLUE CHIP GROWTH FMV 33058 47737 1866.651 SH T ROWE PRICE INTEGRATED US SMALL CAP GROWTH EQUITY FMV 52599 76533 1148.777 SH T ROWE PRICE INT'L DISCOVERY FMV 65422 72361 993.641 SH T ROWE PRICE REAL ESTATE FD FMV 25000 12043 1265.868 SH T ROWE PRICE SMALL CAP VALUE FMV 59512 65812 1026.742 SH VANGUARD SMALL CAP VALUE INDEX FMV 51733 80168 738.305 SH VANGUARD SMALL CAP GROWTH INDEX FMV 50119 63590 3136.887 SH VIRTUS KAR INTL SMALL CAP FMV 60000 57342 3863.988 SH GUGGENHEIB CORE BOND FMV 75005 63253 AXA ADVISORS 4287 4287 0 2022 FEDERAL EXCISE TAXES 716 0 0 FOREIGN TAX W/H 972 972 0