2024-08-08T07:58:08-05:00 2023-12-31 522288173 GORFINE FIDDLE & CO PA 6115 FALLS ROAD 150 BALTIMORE MD 21209 990PF 2023-01-01 526034786 THE GORFINE FOUNDATION INC GORF 4104867990 6115 FALLS ROAD 150 BALTIMORE MD 21209 NANCI SEFF PRES 4104867990 2024-08-04 0 NANCI SEFF P01206337 4104867990 2023 2024-08-08 14:25:15Z X 438040 X X 12414 12414 18084 257351 18084 30498 30498 0 0 0 9257 0 9257 800 0 800 8348 8348 0 164 0 0 18569 8348 10057 53050 53050 71619 8348 63107 -41121 22150 7144 3873 3873 10702 4941 4941 434641 402552 429226 452487 411366 438040 0 0 X 0 0 0 0 452487 411366 452487 411366 452487 411366 452487 -41121 0 411366 0 411366 BNY MELLON 2023-02-28 3600 3654 -54 -54 CALVERT EMERGING 2023-02-28 2747 3951 -1204 -1204 FPA CRESCENT 2023-02-28 38776 28100 10676 10676 INVESCO EMERGIN 2023-02-28 15080 17515 -2435 -2435 T ROWE PRICE 2023-02-28 1500 1312 188 188 VANGUARD DIVIDEND 2023-02-28 13500 8648 4852 4852 GOLDMAN SACHS 2023-03-31 11784 10310 1474 1474 ISHARES CORE 2023-03-31 16061 15892 169 169 I SHARES MSCI 2023-03-31 21814 21130 684 684 VANGUARD TOTAL STOCK 2023-03-31 15550 7647 7903 7903 J P MORGAN CORE 2023-05-31 1235 1203 32 32 FPA NEW INCOME 2023-05-31 4600 4834 -234 -234 MANNING & NAPIER 2023-05-31 19200 19988 -788 -788 METROPOLITAN WEST 2023-05-31 4900 5648 -748 -748 VGRD STC 2023-05-31 12295 12827 -532 -532 GOLDMAN SACHS 2023-06-30 1821 1741 80 80 BNY MELLON 2023-06-30 13397 12704 693 693 COLUMBIA SELIGMAN 2023-06-30 2800 3466 -666 -666 T ROWE PRICE 2023-06-30 1400 1170 230 230 VGRD STC 2023-06-30 18159 18986 -827 -827 METROPOLITAN WEST 2023-09-30 31494 37087 -5593 -5593 SCHWAB 2023-11-30 693 693 693 SCHWAB 2023-11-30 446 -446 -446 SCHWAB 2023-11-30 2177 2177 2177 SCHWAB 2023-11-30 1008 -1008 -1008 SCHWAB 2023-12-30 56 56 56 Capital Gains Dividends P 2712 2712 2712 18084 308 0 308 0 308 0 0 0 0 0 0 308 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A GORFINE FIDDLE & CO PA 4104867990 6115 FALLS ROAD BALTIMORE MD 21208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCI SEFF 6115 FALLS ROAD 150 BALTIMORE MD 21209 PRES 0.25 0 0 0 EDWARD MANEKIN 8337 REDONDA LOOP LAKEWOOD RANCH FL 34202 TRUSTEE 0.00 0 0 0 SANFORD SCHREIBER 20 S CHARLES ST SUITE 1200 BALTIMORE MD 21201 VP-SEC-TREAS 0.25 0 0 0 STEVEN MANEKIN 400 E PRATT STREET SUITE 200 BALTIMORE MD 21202 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 455214 9505 0 464719 0 0 464719 6971 457748 22887 22887 308 308 22579 0 22579 0 22579 63107 0 63107 22579 0 0 37775 40817 39598 47805 36339 202334 63107 0 0 0 22579 40528 0 0 242862 0 0 0 0 0 0 37775 205087 40817 39598 47805 36339 40528 X American Foundation For Suicide Prevention 199 Water Street 11th Floor New York NY 10038 None Public GENERAL 500 Associated Jewish Community Federation of Baltimore 101 W Mount Royal Ave Baltimore MD 21201 None Public GENERAL 29000 Casey Cares Foundation 7100 Columbia Gateway Drive Columbia MD 21046 None Public GENERAL 3000 Chabad Lubavitch of Downtown Baltimore 407 S High Street Baltimore MD 21202 None Public GENERAL 250 Ed Block Courage Award 8800 Orchard Tree Lane Towson MD 21286 None Public GENERAL 500 Edward Myerburg Senior Center 3101 Fallstaff Road Baltimore MD 21209 None Public GENERAL 500 Food Bank of South Eastern Virginia 800 Tidewater Drive Norfolk VA 23504 None Public GENERAL 2000 Freedom Guide Dogs 1210 Hardscrabble Road Cassville NY 13318 None Public GENERAL 1000 Humane Society of Manatee County 2515 14th St Bradenton FL 34205 None Public GENERAL 500 Jemicy School 11 Celadon Road Owings Mills MD 21117 None Public GENERAL 1500 Jewish National Fund 78 Randall Ave Rockville Center NY 77570 None Public GENERAL 4000 John Hopkin Children Center 750 E Pratt Street Baltimore MD 21202 None Public GENERAL 400 John Hopkin Oncology 401 North Broadway Suite 1100 Baltimore MD 21287 None Public GENERAL 400 Kenndy Krieger Institute 707 North Broadway Baltimore MD 21205 None Public GENERAL 250 Krieger Schechter Day School 8100 Stevenson Road Baltimore MD 21208 None Public GENERAL 200 Lakewood Ranch High School 5500 Lakewood Blvd Lakewood Ranch FL 34211 None Public GENERAL 2000 Legal Aid Bureau 500 E Lexington St Baltimore MD 21202 None Public GENERAL 1000 Meals On Wheels of Central Maryland 515 S Haven Street Baltimore MD 212244235 None Public GENERAL 250 Mercy Health Foundation 301 St Paul Place Baltimore MD 21202 None Public GENERAL 1000 Family Service Rochester 4600 18th Ave NW Rochester MN 55901 None Public GENERAL 2000 Torah Institute of Baltimore 35 Rosewood Lane Owings Mills MD 21117 None Educational GENERAL 600 United Way of Centeral Maryland 1800 Washington Blvd Baltimore MD 21230 None Public GENERAL 200 Channel One Food Bank 131 35th Street SE Rochester MN 55904 None Public GENERAL 2000 53050 0 14 12414 18 18084 0 30498 0 30498 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 800 0 800 CORPORATE STOCKS 402552 429226 LEGAL 9257 0 9257 INVESTMENT COUNSEL 8348 8348 0 EXCISE 164 0 0