2024-07-31T13:30:59-05:00 2023-09-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990PF 2022-10-01 611409457 THE JCM FOUNDATION % US TRUST JCMF 2024427477 C/O US TRUST 1800 K STREET NW FL 5 WASHINGTON DC 20006 JAMES F MACGUIDWIN DIRECTOR 2025854100 2024-07-28 true RICHARD L RUVELSON P00234075 3012726000 2022 2024-08-08 14:25:15Z X 6866589 X 0 X 26277 26277 104563 104563 469289 1236324 469289 600129 600129 0 5200 3900 0 1300 45302 45302 9417 1917 25 25 59944 51119 0 1325 235000 235000 294944 51119 0 236325 305185 549010 49013 51287 51287 148246 866737 866737 0 98129 98184 2534483 2220771 5149414 385635 185607 172829 508270 507375 528138 3625647 3929906 6866589 0 0 X 3625647 3929906 3625647 3929906 3625647 3929906 3625647 305185 3930832 926 3929906 PUBLICLY TRADED SECURITIES ACCT 9737 P 2022-01-01 2023-09-30 1045804 616310 429494 429494 PUBLICLY TRADED SECURITIES ACCT 2351 2022-01-01 2023-09-30 190517 170115 20402 20402 JPMORGAN ADR SETTLEMENT PROCEEDS P 2023-05-19 3 3 3 CAPITAL GAIN DIVIDENDS P 19390 CAPITAL GAIN DIVIDENDS P 19390 CAPITAL GAIN DIVIDENDS P 19390 469289 7631 7631 7631 7227 0 8500 15727 8096 8096 false false false false false false false true true VA true false false false false true N/A US TRUST 2024427477 1800 K STREET NW FL 5 WASHINGTON DC 20006 false false false false false false false false false false false false false false false false false false false false false JAMES F MACGUIDWIN C/O US TRUST 1800 K ST NW FL 5 WASHINGTON DC 20006 DIRECTOR 1.0 0 0 0 CHERYL Y MACGUIDWIN C/O US TRUST 1800 K ST NW FL 5 WASHINGTON DC 20006 DIRECTOR 1.0 0 0 0 N/A 6216481 765066 0 6981547 0 6981547 104723 6876824 343841 343841 7631 7631 336210 336210 336210 236325 0 0 0 0 236325 336210 0 2020 2019 2018 0 212025 212025 236325 0 236325 0 99885 99885 112140 0 0 112140 112140 JAMES F MACGUIDWIN CHERYL Y MACGUIDWIN X ARCS Foundation Inc (Metro DC Chapter) 10221 River Road Potomac MD 20859 N/A PC Graduate Scholarships Funding 15000 Brother Rice High School 7101 Lahser Road Bloomfield Hills MI 48301 N/A PC M. Reid MacGuidwin Scholarship and to support funding for construction of new athletic facility 70000 Cristo Rey High school 8475 Jackson Road Sacramento CA 958263910 N/A PC General Support 25000 Holy Name Seed Foundation 630 Harmon Birmingham MI 48009 N/A PC General Support 10000 Samaritan's Purse PO Box 3000 Boone NC 28607 N/A PC General Support 25000 The Salvation Army 2626 Pennsylvania Avenue Washington DC 20037 N/A PC General Support 40000 Jill's House 9011 Leesburg Pike Vienna VA 22182 N/A General Support 50000 235000 14 26277 14 104563 18 469289 600129 600129 false false false false false false false false false false INVESTMENT ACCOUNTING AND FORM 990-PF PREPARATION 5200 3900 1300 PRUDENTIAL SHORT-TERM CORP 160625 147829 PIMCO LOW DURATION FUND 0 0 MAINSTAY MACKAY HIGH YIELD 24982 25000 ABBVIE INC 55631 89436 ABBOTT LABS 0 0 ACCENTURE PLC 8248 115166 ADOBE INC 6500 8668 ADVNCD MICRO D INC 5380 5038 AIRBUS SE 7690 8604 ALIBABA GROUP HLDG LTD 6655 6159 ALPHABET INC CL A (GOOGLE) 24375 116465 ALPHABET INC CL C (GOOGLE) 94693 247878 AMAZON.COM INC. 128390 159027 APPLE INC 84817 306466 ARCHER DANIELS MDLD 7666 6637 ARISTA NETWORKS INC 7161 8093 ASML HOLDINGS NV 3597 7064 ATLAS CORPCO AB 7344 9542 BAIDU INC REG SHS 4154 3577 BANCO DO BRASIL 3704 4297 BERKSHIRE HATHAWAY INC DEL 27792 159737 BHP BILLITON LIMITED NPV 14869 11481 BLACKROCK INC 40236 129298 BLACKSTONE GROUP INC CL A 40187 53570 BOSTON SCIENTIFIC CORP 8682 17107 BRISTOL-MEYERS SQUIBB CO 10491 8126 BROADCOM INC 6006 20765 BYD COMPANY LTD 4298 4233 CAMECO CORP 4919 7096 CANADIAN PACIFIC RAILWAY 6696 6198 CATERPILLAR INC DEL 3911 4914 CHEVRON 10787 16359 CHUBB LTD 0 0 CITIGROUP INC NEW COM 0 0 CLOUDFALARE INC REG SHS 0 0 COSTCO WHOLESALE CORP 70910 112992 CONOCOPHILLIPS 26795 119800 DANAHER CORP DEL 34343 49620 DASSAULT SYSTEMS 0 0 DEUTSCH TELEKOM AG-REG 5429 5969 DEVON ENERGY GROUP 0 0 DBS GROUP HOLDINGS 9583 12348 DIAGEO PLC 6824 9398 DISNEY WALT CO 55473 40525 EATON CORP 6221 8531 EQUINIX INC 4076 4358 EXXON MOBIL CORP 62680 117580 FANUC CORP 0 0 FREEPORT-MCMORAN 6150 11485 FORTIVE CORP 7494 9418 HILTON WORLDWIDE 6078 6758 HONEYWELL INTL INC 25146 129318 IBERDROLA SA 4977 4767 INTL BUSINESS MACHINES 35822 35075 ISHARES MSCI EAFT GROWTH ETF 71336 86300 JANUS ENTERPRISE FUND CL I 50000 160409 JAZZ PHARMACEUTICALS PLC 7033 6343 JD COM INC 3803 3233 JOHNSON & JOHNSON 25486 62300 JOHNSON CONTROLS 10379 7609 JP MORGAN CHASE & CO 40061 128343 KEYENCE CORP 1875 8926 LOCKHEED MARTIN CORP 17378 132912 LOWES 0 0 LVMH MOET HENNESSY LOUIS VUITT 4959 12995 MARSH & MCLENNAN COS INC 8966 9705 MASTERCARD INC 12350 192808 MCKRESSON CORPORATION 3434 4349 MERK AND CO SHS 12670 14619 MERCEDESBENZ GROUP AG 8113 6280 META PLATFORMS INC 7755 9307 METLIFE 7152 6668 MICROSOFT CORP 47824 375743 MORGAN STANLEY 8289 8575 MONDELEZ INTL INC 31577 75854 NKE INC CLB 7674 7554 NESTLE SA 16310 15876 NEWMONT CORPORATION 4924 4323 NEXTERA ENERGY INC 9950 11744 NORTHROP GRUMMAN CORP 6695 6163 NOVO NORDISK 16442 22307 NVIDIA CORP 48702 276654 PALO ALTO NETWORKS INC 7354 9612 PAYPAL HOLDINGS INC 0 0 PEPSICO INC 0 0 PFIZER INC 0 0 PNC FINANCIAL SERVICES GROUP 0 0 PRINCIPAL MIDCAP BLEND 130000 138654 PROLOGIS INC 5439 4601 PROCTOR & GAMBLE 11087 13273 PT BANK CENT ASIA TBK 3742 3700 RESONA HOLDINGS INC 6939 7299 REPLIGEN CORP 5114 5247 RIO TINTO PLC 0 0 ROCHE HLDGS AG-GENUSSCHEIN 6578 7392 ROCHE HOLDING LTD SPONSORED AD 0 0 ROYAL DUTCH SHELL PLC 0 0 SALESFORCE COM INC 0 0 SAP SE 6618 7681 SERVICENOW INC 5149 6708 SHELL PLC 7486 11910 SOCIEDAD Q & M CHILE SPDADR 0 0 SOUTHWEST AIRLINES CO 0 0 STARBUCKS CORP 44931 96929 SUMTOMO 7089 6794 SYSCO CORPORATION 8937 7596 TAIWAN SEMICONDUCTOR MFG 4153 6170 TARGET CORP 0 0 TESLA INC 2287 2252 THERMO FISHER SCIENTIFIC CORP 24238 50617 TJX COS INC NEW 6082 88702 TRUIST FINL CORP 0 0 UNION PAC CORP 0 0 UNITED HEALTH GROUP 37317 75629 US BANCORP 0 0 VALERO ENERGY CORP NEW 7521 7369 VANGUARD FTSE EMERGING MKTS ET 117041 134216 VANGUARD SMALL-CAP ETF 125744 294004 VERIZON COMMUNICATIONS INC 71926 42133 VISA INC 12352 148126 VODAFONE GROUP PLC SHS 0 0 WALMART INC 61630 95958 98129 98184 BLACKROCK STRATEGIC INCOME AT COST 230152 212063 BLACKSTONE ALT MULTI-STRATEGY AT COST 55254 58900 SPDR GOLD TR AT COST 221969 257175 COST BASIS ADJUSTMENT 926 STATE REGISTRATIONS FEES 25 25 INVESTMENT ADVISORY AND TRUST MANAGEMENT FEES - US TRUST 45302 45302 FOREIGN TAXES ON INVESTMENTS 1917 1917 EXCISE TAX 7500