2025-07-16T15:26:35-05:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC 10451 MILL RUN CIRCLE SUITE 800 OWINGS MILLS MD 21117 990PF 2024-01-01 226908681 HAROLD J KAPLAN MD CHARITABLE TRUST HARO 4103752674 3647 ELTHAM WAY OWINGS MILLS MD 21117 A MICHAEL SIDLE TRUSTEE 4103752674 2025-06-04 1 0 IRVIN M BADDOCK CPA P00301425 4104159797 2025-06-04 2024 2025-03-06 01:10:19Z X 2056248 X X 1258 1258 33841 33841 83201 326424 83201 118300 118300 4866 3892 974 6780 3390 3390 3547 3547 0 3215 2111 0 18408 12940 4364 100000 100000 118408 12940 104364 -108 105360 200774 120701 120701 227 605 227 227 1784 1500 1500 32015 32015 85251 1359701 1440328 1848569 1594879 1594771 2056248 0 0 X 1594879 1594771 0 0 0 0 1594879 1594771 1594879 1594771 1594879 -108 0 1594771 0 1594771 3826.499 SH AMERICAN FUNDS CAPITAL WORLD BOND 2024-12-23 59885 70736 -10851 -10851 2022.02 SH AMERICAN FUNDS INCOME FUND OF AMERICA 2024-12-23 49459 36000 13459 13459 1145.475 SH BLACKROCK EMERGING MKTS INST 2020-10-01 2024-12-23 27514 30000 -2486 -2486 528.857 SH T ROWE PRICE INTEGERATED US SM CAP GWTH 2016-11-14 2024-12-23 23000 14792 8208 8208 1265.868 SH T ROWE PRICE SMALL CAP VALUE 2024-12-23 66926 59512 7414 7414 958.768 SH INVESCO DEVELOPING MARKETS 2024-12-23 37996 32183 5813 5813 CAPITAL GAINS DIVIDENDS P 61644 61644 61644 83201 1465 0 1465 0 1465 1500 0 2000 0 3500 1 2034 2034 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A IRVIN M BADDOCK CPA 4103752674 3647 ELTHAM WAY 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 IRVIN M BADDOCK 3647 ELTHAM WAY OWINGS MILLS MD 21117 TRUSTEE 0.75 2433 0 0 A MICHAEL SIDLE 11 TANNER COURT BALTIMORE MD 21208 TRUSTEE 0.50 2433 0 0 NONE 0 NONE 0 N/A 0 0 1888105 172938 1253 2062296 0 0 2062296 30934 2031362 101568 101568 1465 1465 100103 0 100103 0 100103 104364 0 104364 100103 49690 0 0 104364 49690 0 0 54674 0 0 0 0 0 0 0 0 45429 0 0 0 IRVIN M BADDOCK A MICHAEL SIDLE 3647 ELTHAM WAY OWINGS MILLS MD 21117 4103752674 NO SPECIFIC FORM NONE NONE TOWSON UNIVERSITY FOUNDATION INC 8000 YORK ROAD TOWSON MD 212520001 NONE PUBLIC EDUCATION 100000 100000 0 14 1258 14 33841 18 83201 0 118300 0 118300 0 0 0 0 0 0 0 0 0 0 YOUNT, HYDE & BARBOUR 6780 3390 3390 1188 SH EQUITY RESIDENTIAL 32015 85251 1116.46 SH AMERICAN MUTUAL FD FMV 27346 61606 5642.257 SH BOND FUND OF AMERICA FMV 72876 62858 1338.304 SH CAPITAL WORLD GROWTH & INCOME FD FMV 49056 85063 3793.996 SH COLUMBIA DIVIDEND INCOME FD FMV 58086 125088 891.403 SH MACQUARIE SMALL CAP VALUE FMV 36631 57406 1015.793 SH FUNDAMENTAL INVRS INC FMV 41980 81995 793.886 SH GROWTH FUND OF AMERICA FMV 18514 59113 3537.525 SH JP MORGAN EQUITY INCOME FMV 58469 82813 1954.661 SH JP MORGAN TST I US LG CAP CORE PLUS FD FMV 34982 38898 1023.452 SH JP MORGAN TST II LG CAP GWTH FD FMV 21240 79174 469.704 SH NEW WORLD FD FMV 30007 36200 8455.285 SH INVESCO INTL BOND FD FMV 41161 36527 5251.013 SH DODGE & COX INCOME FMV 75000 65008 1872.659 SH FIDELITY ADVISOR INTL CAP APPREC FMV 50000 59738 2327.959 SH JOHN HANCOCK INT'L GROWTH FMV 51532 63064 2172.968 SH MANNING & NAPIER RAINER INT'L DISCOVERY FMV 50000 48913 319.653 SH T ROWE PRICE BLUE CHIP GROWTH FMV 33058 59539 1337.794 SH T ROWE PRICE INTEGRATED US SMALL CAP GROWTH EQUITY FMV 37807 57619 1148.777 SH T ROWE PRICE INT'L DISCOVERY FMV 65422 72178 993.641 SH T ROWE PRICE REAL ESTATE FD FMV 25000 11417 1611.929 SH VANGUARD SMALL CAP VALUE INDEX FMV 101733 137288 738.305 SH VANGUARD SMALL CAP GROWTH INDEX FMV 50119 72671 3136.887 SH VIRTUS KAR INTL SMALL CAP FMV 60000 58534 3863.988 SH GUGGENHEIM CORE BOND FMV 75005 62094 1486.066 SH DFA EMERGING MARKETS CORE EQUITY FMV 35000 34596 7763.819 SH FROST TOTAL RETURN BOND INST FMV 75412 75154 705 SH ISHARES MSCI EMERGING MARKETS ETF FMV 29948 29483 7556.627 SH T ROWE PRICE GLOBAL MULTI-SECTOR BD INV FMV 75088 75113 146 SH VANGUARD LARGE CAP ETF FMV 39912 39376 225 SH VANGUARD REAL ESTATE ETF FMV 19944 20043 AXA ADVISORS 3547 3547 0 2023 FEDERAL EXCISE TAXES 1104 0 0 FOREIGN TAX W/H 2111 2111 0