2025-07-07T11:45:47-05:00 2024-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2024-01-01 020649812 ISAAC SAMUEL FAMILY FOUNDATION INC ISAA 4104846420 10155 COLLINS AVENUE UNIT 1705 BAL HARBOUR FL 33154 ISAAC SAMUEL DIRECTOR 4107961900 2025-06-26 1 0 SIMPSON H GARDYN CPA P01252146 4103565900 2024 2025-03-06 01:10:19Z X 2289284 X 250000 94658 94573 8956 473825 8956 353614 103529 0 0 0 12362 12362 0 12362 12362 0 91000 91000 103362 12362 91000 250252 91167 30739 256512 256512 1800058 1824537 2032772 1830797 2081049 2289284 0 0 X 0 0 0 0 1830797 2081049 1830797 2081049 1830797 2081049 1830797 250252 0 2081049 0 2081049 FIDELITY ST COVERED P 2024-01-01 2024-12-31 175000 175000 0 0 FIDELITY LT COVERED P 2022-01-01 2024-12-31 281249 289869 -8620 -8620 CAPITAL GAINS DIVIDENDS P 17576 17576 17576 8956 1267 0 1267 0 1267 2528 0 0 0 2528 X 34 1227 1227 0 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 2074142 197474 0 2271616 0 0 2271616 34074 2237542 111877 111877 1267 1267 110610 0 110610 0 110610 91000 0 91000 110610 90966 0 0 91000 90966 0 0 34 0 0 0 0 0 0 0 0 110576 0 0 0 X THE ASSOCIATED 101 W MT ROYAL AVENUE BALTIMORE MD 21201 NONE 501(C)(3) ANNUAL FUND 91000 91000 0 14 94658 18 8956 0 103614 0 103614 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 1824537 2032772 INVESTMENT FEE - FIDELITY 12362 12362 0