2025-07-02T16:06:24-05:00 2024-09-30 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990PF 2023-10-01 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 2025-07-01 true true RICHARD L RUVELSON P00234075 3012726000 2023 2025-03-06 01:10:19Z X 8625092 X 0 X 59477 59477 98006 98006 193781 1584656 193781 351264 351264 0 12896 9672 0 3224 52500 52500 9910 1410 157 157 75463 63582 0 3381 297500 297500 372963 63582 0 300881 -21699 287682 51287 82234 82234 866737 648384 648384 98129 399242 405001 2220771 2150145 6707788 185607 124982 128984 507375 505548 652701 3929906 3910535 8625092 0 0 X 3929906 3910535 3929906 3910535 3929906 3910535 3929906 -21699 3829 3912036 1501 3910535 PUBLICLY TRADED SECURITIES - BOA #9737 P 1340224 1175077 165147 165147 PUBLICLY TRADED SECURITIES - BOA #2351 P 228573 215798 12775 12775 CAPITAL GAIN DIVIDENDS P 15859 CAPITAL GAIN DIVIDENDS P 15859 193781 3999 3999 3999 8096 0 8096 4097 4097 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 BANK OF AMERICA PRIVATE BANK 1800 K STREET NW FLOOR 5 WASHINGTON DC 20006 INVESTMENT FEES 52476 N/A 6780750 675513 0 7456263 0 7456263 111844 7344419 367221 367221 3999 3999 363222 363222 363222 300881 0 0 0 0 300881 363222 0 2021 2020 2019 0 112140 112140 300881 0 300881 0 62341 62341 49799 0 0 0 0 49799 49799 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 80000 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 Jill's House 9011 Leesburg Pike Vienna VA 22182 N/A PC General Support 75000 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 30000 Prison Alliance 3001 Spring Forest Rd Ste 101 Raleigh NC 27616 N/A PC General Support 2500 Mandarins of Sacramento 9792 BUSINESS PARK DR Rancho Cordova CA 95827 N/a PC General Support 25000 University of Michigan (Mott Hospital) 1540 E Hospital Dr Ann Arbor MI 48109 N/a PC SUPPORT FOR C.S. MOTT CHILDREN'S HOSPITAL 10000 297500 14 59477 14 98006 18 193781 351264 351264 false false false false false false false false false false INVESTMENT ACCOUNTING AND FORM 990-PF PREPARATION 12896 9672 0 3224 PRUDENTIAL SHORT-TERM CORP 0 0 MAINSTAY MACKAY HIGH YIELD 24982 26515 PIMCO INCOME FUND INSTL 100000 102469 ABBVIE INC 36195 78992 ACCENTURE PLC 8248 132555 ADOBE INC 0 0 ADVNCD MICRO D INC 5380 8040 AIR BUS SE 5167 6297 ALIBABA GROUP HLDG LTD 0 0 ALPHABET INC CL C (GOOGLE) 24053 147109 ALPHABET INC CL C (GOOGLE) 76418 272520 ALMENTATION COUCHE-TARD 5417 5705 ALLIANZ SE 6247 7575 AMAZON.COM INC. 96868 195833 APPLE INC 87297 419866 ARCHER DANIELS MDLD 0 0 ARISTA NETWORKS INC 7161 16888 ASM INTERNATIONAL 4446 4605 ASML HOLDINGS NV 5339 11666 ASTRAZENECA PLC 9477 8704 ATLAS CORPCO AB 0 0 AUTOZONE INC NEVADA C0M 11861 12600 BAIDU INC REG SHS 0 0 BANCO DO BRASIL 0 0 BNP PARBAS 5766 5976 BERKSHIRE HATHAWAY INC DEL 26929 208498 BHP BILLITON LIMITED NPV 0 0 BLACKROCK INC 40236 189902 BLACKSTONE GROUP INC CL A 39402 76565 BOSTON SCIENTIFIC CORP 8470 26648 BRISTOL-MEYERS SQUIBB CO 0 0 BROADCOM INC 4084 29325 BYD COMPANY LTD 0 0 CAMECO CORP 4919 8549 CANADIAN PACIFIC RAILWAY 6696 7112 CATERPILLAR INC DEL 3911 7040 CHEVRON 8811 11782 COSTCO WHOLESALE CORP 70910 177304 CONOCOPHILLIPS 26795 105280 CHIPOTLE MEXCAN GRILL 9776 10429 DANAHER CORP DEL 30339 55604 DAICHI SANKYO CO LTD 9286 7802 DEUTSCH TELEKOM AG-REG 0 0 DBS GROUP HOLDINGS 9195 15701 DIAGEO PLC 0 0 DISNEY WALT CO 55473 48095 EATON CORP 5909 12595 EQUINIX INC 4076 5326 ELI LILY & CO 11631 11517 EXXON MOBIL CORP 62680 117220 FREEPORT-MCMORAN 6150 15375 FORTIVE CORP 7068 9551 HILTON WORLDWIDE 5792 9912 HONEYWELL INTL INC 25146 144697 IBERDROLA SA 4977 6588 INTL BUSINESS MACHINES 35822 55270 ISHARES MSCI EAFT GROWTH ETF 71342 107650 ISHARES MSCI INDIA 10931 12994 JANUS ENTERPRISE FUND CL I 50000 187873 JAZZ PHARMACEUTICALS PLC 0 0 JD COM INC 0 0 JOHNSON & JOHNSON 25486 64824 JOHNSON CONTROLS 0 0 JP MORGAN CHASE & CO 42377 188931 KEYENCE CORP 1875 11470 LOCKHEED MARTIN CORP 14413 160754 LVMH MOET HENNESSY LOUIS VUITT 0 0 MARSH & MCLENNAN COS INC 8966 11378 MASTERCARD INC 12350 240481 MCKRESSON CORPORATION 3434 4944 MERK AND CO SHS 12294 15671 MERCEDESBENZ GROUP AG 0 0 META PLATFORMS INC 9417 19463 METLIFE 9030 10805 MERCADOLIBRE INC 11966 14364 MICROSOFT CORP 45667 459991 MORGAN STANLEY 10233 12926 MONDELEZ INTL INC 31577 80521 NKE INC CLB 0 0 NESTLE SA 10081 9065 NEWMONT CORPORATION 0 0 NEXTERA ENERGY INC 9950 17329 NETFLIX COM INC 8170 9930 NORTHROP GRUMMAN CORP 0 0 NOVO NORDISK 4178 7303 NVIDIA CORP 45719 683707 PALO ALTO NETWORKS INC 7354 14014 PRINCIPAL MIDCAP BLEND 130000 185925 PROLOGIS INC 7297 6945 PROCTOR & GAMBLE 10512 15068 PT BANK CENT ASIA TBK 3742 4422 QUANTA SERVICE INC 6366 7454 RESONA HOLDINGS INC 10613 12512 REPLIGEN CORP 0 0 ROCHE HLDGS AG-GENUSSCHEIN 0 0 SAP SE 6618 13443 SCHNEDER EIECTRIC SE 8402 10544 SERVICENOW INC 5149 10733 SHELL PLC 0 0 STRYKER CORP 7191 7586 SPOTIFY TECH S.A 8784 12161 STARBUCKS CORP 38901 97490 SUMTOMO 10410 11657 SYSCO CORPORATION 8937 8977 TAIWAN SEMICONDUCTOR MFG 4153 12331 TESLA INC 0 0 THERMO FISHER SCIENTIFIC CORP 24238 61857 TJX COS INC NEW 6082 117305 TRANSOIGM GROUP INC 9066 9990 UNITED HEALTH GROUP 37317 87702 UBER TECHNOLIEES INC 8430 9470 VALERO ENERGY CORP NEW 7521 7022 VANGUARD FTSE EMERGING MKTS ET 117041 163791 VANGUARD SMALL-CAP ETF 125743 368862 VERIZON COMMUNICATIONS INC 71926 58383 VISA INC 12352 177068 VERIN HLDG CO 9320 9551 WALMART INC 69713 157059 WASTE MANAGEMENT INC NEW 7688 7474 399242 405001 BLACKROCK STRATEGIC INCOME AT COST 229209 226123 BLACKSTONE ALT MULTI-STRATEGY AT COST 55254 61988 SPDR GOLD TR AT COST 221085 364590 BASIS ADJ - NONDIVIDEND DISTRIBUTIONS 1501 STATE REGISTRATIONS FEES 157 157 OUTSIDE BASIS ON STOCK SOLD 3829 INVESTMENT ADVISORY AND TRUST MANAGEMENT FEES - US TRUST 52476 52476 OTHER INVESTMENT FEES 24 24 EXCISE TAX 8500 FOREIGN TAX W/H ON DIVIDENDS 1410 1410