2024-12-16T09:56:33-06:00 2024-07-31 520907908 FEDDER AND GARTEN PA 10096 RED RUN BLVD SUITE 200 OWINGS MILLS MD 21117 990PF 2023-08-01 237000461 JOSEPH VIGMAN FOUNDATION INC JOSE 4105392800 10096 RED RUN BLVD 200 OWINGS MILLS MD 21117 MORRIS L GARTEN PRESIDENT 4105392800 2024-12-16 1 0 JEFFREY WEISSMAN CPA P01383608 4105392800 2023 2024-10-15 13:58:12Z X 633051 X X 10479 10479 1601 56274 1601 12080 12080 0 0 0 5875 3785 2090 2627 2617 10 8502 6402 2100 32200 32200 40702 6402 34300 -28622 5678 2775 5269 5269 25956 19896 19896 323420 298345 471631 140273 140265 135602 657 653 653 493081 464428 633051 0 0 X 493081 464428 0 0 0 0 493081 464428 493081 464428 493081 -28622 0 464459 31 464428 JOHCM INTERNATIONAL P 2022-01-01 2023-12-20 4935 4900 35 35 VIRTUS KAR SMALL CAP P 2022-01-01 2023-12-20 2500 3087 -587 -587 AB CONCENTRATED GR FD P 2022-01-01 2023-12-20 2500 2701 -201 -201 AB CONCENTRATED GR FD P 2022-01-01 2024-02-14 12293 12704 -411 -411 VIRTUS KAR SMALL CAP P 2022-01-01 2024-06-24 8050 9924 -1874 -1874 VIRTUS KAR SMALL CAP P 2023-01-01 2024-06-25 14731 18389 -3658 -3658 WILMINGTON REAL ASSET FD P 2022-01-01 2023-12-20 3000 2968 32 32 CAPITAL GAINS DIVIDENDS P 8265 8265 8265 1601 79 0 79 0 79 0 0 0 0 0 0 79 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A FEDDER GARTEN PA 4105392800 10096 RED RUN BLVD STE 200 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 MORRIS L GARTEN 10096 RED RUN BLVD OWINGS MILLS MD 21117 PRES,TRES,DIR 0.00 0 0 0 ALAN M GARTEN 10096 RED RUN BLVD OWINGS MILLS MD 21117 VP, DIR 0.00 0 0 0 LEETE A GARTEN 10096 RED RUN BLVD OWINGS MILLS MD 21117 SEC'Y, DIR 0.00 0 0 0 NONE 0 NONE 0 0 606732 4017 0 610749 0 0 610749 9161 601588 30079 30079 79 79 30000 0 30000 0 30000 34300 0 34300 30000 0 0 16342 5518 11650 3369 36879 34300 0 0 0 30000 4300 0 0 41179 0 0 0 0 0 0 16342 24837 5518 11650 3369 4300 MORRIS L GARTEN ESQUIRE 10096 RED RUN BLVD OWINGS MILLS MD 21117 4105392800 LETTER OR BROCHURE NONE NONE PRIMARILY JEWISH WELFARE ORGANIZATIONS BETH AM CONGREGATION 2501 EUTAW PLACE BALTIMORE MD 21217 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 1000 BOYS TOWN JERUSALEM 3823 LABYRINTH RD BALTIMORE MD 21215 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 250 CAMP RAMAH 2618 UPPER WOODS RD LAKEWOOD PA 18439 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 2000 CANTORS ASSEMBLY FOUNDATION 10096 RED RUN BLVD OWINGS MILLS MD 21117 N/A P/C TO CARRY ON THE GENERAL PURPOSES OF CHARITY 1800 CHIZUK AMUNO CONGREGATION 8100 STEVENSON RD BALTIMORE MD 21208 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 2500 ETZ CHAIM 3702 FORDS LANE BALTIMORE MD 21215 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 8000 FRANKLIN & MARSHALL COLLEGE 637 COLLEGE AVE LANCASTER PA 176043003 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 2500 JEWISH COMMUNITY CENTER 3506 GWYNNBROOK AVE OWINGS MILLS MD 21117 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 2000 JEWISH NATIONAL FUND 2 RESERVOIR CIRCLE 203 BALTIMORE MD 21208 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 2000 NA'ALEH 5806 PARK HEIGHTS AVE BALTIMORE MD 21215 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 750 PEARLSTONE CONFERENCE & RETREAT CENTER 5425 MT GILEAD RD REISTERSTOWN MD 21136 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 1000 REPAIR THE WORLD 2801 SISSON ST BALTIMORE MD 21211 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 2000 THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE 101 W MT ROYAL AVE BALTIMORE MD 21201 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 4100 TORAH INSTITUTE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 300 WOW 3310 LABRYNTH RD BALTIMORE MD 21215 N/A PC TO CARRY ON THE GENERAL PURPOSES OF CHARITY 2000 32200 0 523000 10479 14 523000 8265 -6664 18744 0 -6664 12080 8 SHORT TERM AND LONG TERM CAPITAL GAIN FROM SALE OF SECURITIES HELD BY WILMINGTON TRUST 0 0 0 0 0 0 0 0 0 0 EQUITIES-WILMINGTON TRUST 298345 471631 19896 19896 0 0 FIXED INCOME FUNDS-WILMINGTON TURST AT COST 103922 98256 WILMINGTON TRUST REAL ASSETS AT COST 36343 37346 LEGAL FEES 5875 3785 2090 ACCRUED INCOME 657 653 653 BASIS ADJUSTMENT 31 BANK FEE 2627 2617 10