2024-05-07T14:01:47-07:00 2023-12-31 521965935 Jacqueline K Lorsong CPA 13890 Rover Mill Road West Friendship MD 21794 990PF 2023-01-01 526051529 William B Bergen Foundation Inc WILL 4109240486 5211 Patterson Farm Rd Baldwin MD 21013 Gale M Bless President 2024-05-07 true Gale Bless 999009999 true Jacqueline K Lorsong P00060761 3018545003 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 448433 X X 1 1 8049 7058 93 93 93 5000 8143 7152 5000 1275 600 675 150 150 218 58 58 1701 750 733 17030 17030 18731 750 17763 -10588 6402 5000 2081 3278 3278 11717 5740 5740 42578 41770 41030 114635 114635 388460 12570 12570 9925 556 556 184137 178549 448433 0 X 184137 178549 184137 178549 184137 178549 184137 -10588 5000 178549 178549 Capital Gain Dividends 93 93 89 89 89 89 0 false false false false false false false true true MD true false false false false true N/A Gale Bless 4109240486 5211 Patterson Farm Rd Baldwin MD 21013 false false false false false false false false false true 2022 true false false false false false false false false false false false false G M Bless 5211 Patterson Farm Rd Baldwin MD 21013 President 0.00 0 G M Bless 5211 Patterson Farm Rd Baldwin MD 21013 Secretary 0.00 0 NONE NONE 405020 18670 0 423690 0 423690 6355 417335 20867 20867 89 89 20778 5000 25778 25778 17763 17763 25778 20270 17763 17763 0 2507 25778 X Caroline County Historical Society 3395 Linchester Rd Preston MD 21655 None General Purpose 500 Christian Appalachian Project 485 Ponderosa Drive Paintsville KY 41240 None General purpose 2000 The Salvation Army PO Box 3136 Hagerstown MD 21741 None General purpose 2000 Talbot Hospice Foundation 586 Cynwood Drive Easton MD 21601 None General purpose 2000 St Jude's Childrens Hospital PO Box 1999 Memphis TN 38101 None General purpose 5000 Tunnel to Towers 2361 Hylan Blvd Staten Island NY 10306 None General purpose 30 The Smile Train POB 96231 Washington DC 20090 None General purpose 3500 Wounded Warrior Project PO Box 758516 Topeka KS 66675 None General purpose 2000 17030 14 1 14 8049 18 93 8143 8143 false false false false false false false false false false Jacqueline K Lorsong CPA 1275 600 0 675 The Southern Co 4.2% 101560 bonds 12570 9925 50 shs Public Service Ent Group Inc 630 3057 75 shs Procter & Gamble 4350 10991 30 shs Accenture PLC 863 10527 20 shs Adobe Systems Inc 588 11932 50 shs Automatic Data Processing 1799 11649 20 shs Becton Dickinson & Co 1349 4877 50 shs Berkshire Hathaway 2949 17833 25 shs Costco Wholesale Corp 1156 16502 50 shs Walt Disney Co 976 4514 50 shs Emerson Electric Co 1567 4866 40 shs Gallagher Arthur J & Co 869 8995 30 shs L3Harris Technologies 903 6319 35 shs Johnson & Johnson 1799 5486 35 shs Eli Lilly & Co 1170 20402 55 shs Microsoft Corp 1079 20682 75 shs NASDAQ Inc 528 4360 35 shs Pepsico Inc 1806 5944 50 shs Sysco Corp 1122 3656 25 shs Zimmer Biomet Holdings Inc 1278 3042 50 shs Abbott Laboratories 1203 5504 75 shs ProLogis Inc 2218 9998 35 shs Amgen Inc 2001 10081 140 shs Corning Inc 2279 4263 40 shs Home Depot Inc 1224 13862 40 Nucor Corp 1573 6962 50 Wal-Mart Stores Inc 2682 7883 10 Blackrock Inc 1539 8118 40 Genuine Parts Co 1230 5540 525 Public Storage Pfd 3.9% 13449 9062 25 Digital Realty Trust Inc 1561 3364 100 Apple Inc 1455 19253 60 Verizon Communications 2900 2262 100 Cisco Sys Inc 2168 5052 120 Alphabet Inc 2932 16912 45 American Express 3366 8430 30 United Parcel Service 3011 4717 55 Nvidia Corporation 349 27237 45 Agilent Technologies 1638 6256 25 JP Morgan Chase & Co 2723 4252 45 Oracle Corp 2053 4744 500 Wells Fargo Pfd 4.75% 12821 9965 Exxon Mobil 100 shares 10316 9998 Nextera Energy 150 shares 11163 9111 41770 41030 Organization costs 556 556 Bank charges 58 58 Merrill Lynch annual fee 150 150 0 0 Excise tax Form 990PF paid 218