2024-11-14T12:52:55-06:00 2023-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2023-01-01 020649812 ISAAC SAMUEL FAMILY FOUNDATION INC ISAA 4104846420 10155 COLLINS AVENUE UNIT 1705 BAL HARBOUR FL 33154 ISAAC SAMUEL DIRECTOR 4107961900 2024-11-14 1 0 SIMPSON H GARDYN CPA P01252146 4103565900 2023 2024-10-15 13:58:12Z X 1942907 X 250000 60845 60845 131566 503053 131566 442411 192411 0 0 0 15583 10583 2500 15583 10583 2500 85000 85000 100583 10583 87500 341828 181828 86715 30739 30739 1402254 1800058 1912168 1488969 1830797 1942907 0 0 X 0 0 0 0 1488969 1830797 1488969 1830797 1488969 1830797 1488969 341828 0 1830797 0 1830797 FIDELITY - ST COVERED P 2023-01-01 2023-12-31 150000 147421 2579 2579 FIDELITY - LT COVERED P 2022-01-01 2023-12-31 346847 224066 122781 122781 K-1 P 2022-01-01 2023-12-31 344 344 344 CAPITAL GAINS DIVIDENDS P 5862 5862 5862 131566 2527 0 2527 0 2527 1444 0 0 0 1444 X 0 1083 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A GORFINE SCHILLER GARDYN PA 4103565900 10045 RED RUN BLVD SUITE 250 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 ANTON SAMUEL 8 BRANCHWOOD COURT BALTIMORE MD 21208 DIRECTOR 1.00 0 0 0 ISAAC SAMUEL 10155 COLLINS AVENUE UNIT 1705 BAL HARBOUR FL 33154 PRESIDENT/DIRECTOR 1.00 0 0 0 JOSEPH SAMUEL 3312 MIDFIELD ROAD PIKESVILLE MD 21208 VP/DIRECTOR 1.00 0 0 0 SHARON BAR 3206 KEYSER ROAD PIKESVILLE MD 21208 VP/SECRETARY/DIRECTOR 1.00 0 0 0 TAMARA SAMUEL 8 BRANCHWOOD COURT BALTIMORE MD 21208 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1778972 177679 0 1956651 0 0 1956651 29350 1927301 96365 96365 2527 2527 93838 0 93838 0 93838 87500 0 87500 93838 84628 0 0 87500 84628 0 0 2872 0 0 0 0 0 0 0 0 90966 0 0 0 X THE ASSOCIATED 101 W MT ROYAL AVENUE BALTIMORE MD 21201 NONE 501(C)(3) ANNUAL FUND 85000 85000 0 14 60845 18 131566 0 192411 0 192411 0 0 0 0 0 0 0 0 0 0 X X 1 ELITE SPICE 7151 MONTEVIDEO ROAD JESSUP MD 20794 250000 X THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)(2) TO APPLY PART OF THE CURRENT YEAR REMAINING QUALIFIYING DISTRIBUTIONS TO $5,913 UNDISTRIBUTED INCOME FROM 2015. FIDELITY INVESTMENTS 1800058 1912168 INVESTMENT FEE - FIDELITY 10431 10431 0 OTHER DEDUCTIONS 5000 0 2500 K-1 EXPENSES 152 152 0