2025-11-05T08:57:09-06:00 2024-12-31 521273734 LSWG PA 201 THOMAS JOHNSON DRIVE FREDERICK MD 21702 990PF 2024-01-01 521851638 THE GEORGE L SHIELDS FOUNDATION INC C/O ROBERT M REINER TREASURER GEOR 3016343125 4416 EAST WEST HIGHWAY4TH FLOOR BETHESDA MD 208144568 ROBERT M REINER SECRETARY/TREAS 3016343125 2025-11-04 1 0 BRIAN E RIPPEON P00050220 3016629200 2024 2025-03-06 01:10:19Z X 31814461 X X 70 70 596941 596941 451034 451034 442818 961906 7497428 961906 2235 344 2012186 2010295 57000 28500 0 102846 10285 0 26187 13094 0 34591 9761 0 28915 28915 0 241790 238939 0 491329 329494 0 2056000 2056000 2547329 329494 2056000 -535143 1680801 49827 49827 1801192 569596 569596 17501139 18247229 24019039 2603389 2504192 2491411 2776000 2776000 2776000 4684000 818702 818701 588 1064 0 0 25501486 24965545 31814461 798 0 798 0 X 0 0 0 0 25500688 24965545 25500688 24965545 25501486 24965545 25500688 -535143 0 24965545 0 24965545 AMERIPRISE 879 2024-01-01 2024-12-31 178476 0 135809 42667 42667 AMERIPRISE 879 2023-01-01 2024-12-31 523549 0 477685 45864 45864 AMERIPRISE 247 2024-01-01 2024-12-31 204337 0 189140 15197 15197 AMERIPRISE 247 2023-01-01 2024-12-31 181491 0 142366 39125 39125 AMERIPRISE 922 2024-01-01 2024-12-31 74476 0 70936 3540 3540 AMERIPRISE 922 2023-01-01 2024-12-31 168081 0 156999 11082 11082 AMERIPRISE 790 2024-01-01 2024-12-31 6166 0 6832 -666 -666 AMERIPRISE 790 2023-01-01 2024-12-31 160531 0 57860 102671 102671 AMERIPRISE 543 2024-01-01 2024-12-31 27838 0 30844 -3006 -3006 AMERIPRISE 543 2023-01-01 2024-12-31 252494 0 159433 93061 93061 AMERIPRISE 937 2024-01-01 2024-12-31 5129 0 5073 56 56 AMERIPRISE 937 2023-01-01 2024-12-31 146898 0 146954 -56 -56 AMERIPRISE 937 MKT DISC 2023-01-01 2024-12-31 2377 -2377 -2377 AMERIPRISE 272 2024-01-01 2024-12-31 111249 0 111167 82 82 AMERIPRISE 272 2023-01-01 2024-12-31 139232 0 116757 22475 22475 AMERIPRISE 167 2024-01-01 2024-12-31 40416 0 42353 -1937 -1937 MORGAN STANLEY 357 2023-01-01 2024-12-31 233047 0 159485 73562 73562 MORGAN STANLEY 357-WASH SALE 2023-01-01 2024-12-31 487 0 487 487 MORGAN STANLEY 147 2023-01-01 2024-12-31 18530 0 20616 -2086 -2086 MORGAN STANLEY 358 2023-01-01 2024-12-31 217866 0 179981 37885 37885 MORGAN STANLEY 358-WASH SALE 2023-01-01 2024-12-31 3 0 3 3 MORGAN STANLEY 359 2023-01-01 2024-12-31 507282 0 485286 21996 21996 MORGAN STANLEY 359-WASH SALE 2023-01-01 2024-12-31 13256 0 13256 13256 MORGAN STANLEY 360 2023-01-01 2024-12-31 127238 0 111844 15394 15394 MORGAN STANLEY 627 2023-01-01 2024-12-31 251596 0 218222 33374 33374 MORGAN STANLEY 022123 2023-01-01 2024-12-31 266102 0 208638 57464 57464 MORGAN STANLEY 022123-WASH SALE 2023-01-01 2024-12-31 57 0 57 57 MORGAN STANLEY 165123 2023-01-01 2024-12-31 798679 0 788790 9889 9889 MORGAN STANLEY 165123-WASH SALE 2023-01-01 2024-12-31 1717 0 1717 1717 MORGAN STANLEY 388 2023-01-01 2024-12-31 157486 0 153877 3609 3609 MERRILL LYNCH 013 2023-01-01 2024-12-31 811854 0 825654 -13800 -13800 MERRILL LYNCH 013-MKT DISC 2023-01-01 2024-12-31 1223 -1223 -1223 MERRILL LYNCH 014 2023-01-01 2024-12-31 143762 0 60112 83650 83650 MERRILL LYNCH 014-WASH SALE 2023-01-01 2024-12-31 940 0 940 940 MERRILL LYNCH 015 2023-01-01 2024-12-31 419462 0 400708 18754 18754 MERRILL LYNCH 015-WASH SALE 2023-01-01 2024-12-31 836 0 836 836 MERRILL LYNCH 016 2023-01-01 2024-12-31 168945 0 79622 89323 89323 MERRILL LYNCH 016-WASH SALE 2023-01-01 2024-12-31 2 0 2 2 MERRILL LYNCH 017 2023-01-01 2024-12-31 26942 0 18463 8479 8479 MERRILL LYNCH 018 2023-01-01 2024-12-31 218267 0 159967 58300 58300 MERRILL LYNCH 018-WASH SALE 2023-01-01 2024-12-31 272 0 272 272 MERRILL LYNCH 218 2023-01-01 2024-12-31 370535 0 301660 68875 68875 ROCKFELLER 245 2023-01-01 2024-12-31 198979 0 226959 -27980 -27980 LONG TERM CAPITAL GAIN DISTRIBUTIONS 2023-01-01 2024-12-31 27335 0 27335 27335 AMERIPRISE 167 2023-01-01 2024-12-31 295588 0 281830 13758 13758 961906 23363 0 23363 0 23363 22760 0 23000 0 45760 0 22397 22397 0 0 0 0 0 0 0 0 0 0 0 1 1 DC 0 0 0 0 0 1 N/A ROBERT M REINER TREASURER 3016343125 4416 EAST WEST HIGHWAY 4TH FLOOR BETHESDA MD 208144568 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN SCHEIN CARLYSS 4416 EAST WEST HIGHWAY 4TH FLOOR BETHESDA MD 208144568 PRES & DIRECTOR 5.00 45000 0 0 ROBERT M REINER 4416 EAST WEST HIGHWAY 4TH FLOOR BETHESDA MD 208144568 SECRETARY/TREAS 5.00 0 0 0 BRUCE MACDONALD 4416 EAST WEST HIGHWAY 4TH FLOOR BETHESDA MD 208144568 DIRECTOR 2.00 4000 0 0 CAROLYN MOORE 4416 EAST WEST HIGHWAY 4TH FLOOR BETHESDA MD 208144568 DIRECTOR 2.00 4000 0 0 ROBERT BRENENGEN 4416 EAST WEST HIGHWAY 4TH FLOOR BETHESDA MD 208144568 DIRECTOR 2.00 4000 0 0 NONE 0 SELZER GURVITCH RABIN WERTHEIMER & POLOTT 4416 EAST WEST HIGHWAY BETHESDA MD 20814 LEGAL SERVICES 102846 0 0 25473872 1256685 4684000 31414557 0 0 31414557 471218 30943339 1547167 1547167 23363 23363 1523804 0 1523804 0 1523804 2056000 0 2056000 1523804 0 0 266865 405008 156954 451215 575833 1855875 2056000 0 0 0 1523804 532196 0 0 2388071 0 0 0 0 0 0 266865 2121206 405008 156954 451215 575833 532196 X AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 NONE PC FOR PROGRAM SERVICES 3000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 NONE PC FOR PROGRAM SERVICES 15000 AMERICARES FOUNDATION INC 88 HAMILTON AVENUE STAMFORD CT 06902 NONE PC FOR PROGRAM SERVICES 15000 ANACOSTIA RIVERKEEPER INC 45 L STREET SW WASHINGTON DC 20024 NONE PC FOR PROGRAM SERVICES 35000 ARRUPE JESUIT HIGH SCHOOL 4343 UTICA STREET DENVER CO 80212 NONE PC FOR PROGRAM SERVICES 30000 ART STUDENTS LEAGUE OF DENVER 200 GRANT STREET DENVER CO 80203 NONE PC FOR PROGRAM SERVICES 7000 ASPEN CENTER FOR ENVIRONMENTAL STUDIES 100 PUPPY SMITH ST ASPEN CO 81611 NONE PC FOR PROGRAM SERVICES 10000 ASPEN COMMUNITY FOUNDATION 455 GOLD RIVERS COURT 515 BASALT CO 81621 NONE PC FOR PROGRAM SERVICES 20000 ASPEN VALLEY SKI AND SNOWBOARD CLUB 300 AVSC DRIVE ASPEN CO 81611 NONE PC FOR PROGRAM SERVICES 20000 ASTRAL ARTISTIC SERVICES 1500 WALNUT ST SUITE 413 PHILADELPHIA PA 19102 NONE PC FOR PROGRAM SERVICES 10000 AUDUBON CANYON RANCH 4900 SHORELINE HIGHWAY ONE STINSON BEACH CA 94970 NONE PC FOR PROGRAM SERVICES 22000 AUDUBON SOCIETY OF GREATER DENVER 9308 S WADSWORTH BOULEVARD LITTLETON CO 80128 NONE PC FOR PROGRAM SERVICES 4000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE PC FOR PROGRAM SERVICES 50000 CHICAGO JESUIT ACADEMY 5058 WEST JACKSON BOULEVARD CHICAGO IL 606444324 NONE PC FOR PROGRAM SERVICES 20000 CHICAGO LIGHTS 126 E CHESTNUT STREET CHICAGO IL 60611 NONE PC FOR PROGRAM SERVICES 20000 CHILDREN'S NATIONAL HOSPITAL FOUNDATION 1 INVENTA PL 6TH FLOOR WEST SILVER SPRING MD 20910 NONE PC FOR PROGRAM SERVICES 78000 CIVIC ORCHESTRA OF CHICAGO 220 SOUTH MICHIGAN AVENUE CHICAGO IL 60604 NONE PC FOR PROGRAM SERVICES 20000 COLORADO SKI AND SNOWBOARD MUSEUM 231 SOUTH FRONTAGE ROAD EAST VAIL CO 81657 NONE PC FOR PROGRAM SERVICES 20000 CRAIG HOSPITAL FOUNDATION 3425 S CLARKSON STREET ENGLEWOOD CO 80113 NONE PC FOR PROGRAM SERVICES 50000 CROHN'S & COLITIS FOUNDATION OF AMERICA INC 2202 18TH STREET NW SUITE 116 WASHINGTON DC 20009 NONE PC FOR PROGRAM SERVICES 2500 DOCTORS WITHOUT BORDERS USA 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC FOR PROGRAM SERVICES 50000 EARTH CONSERVATION CORPS 2000 HALF STREET SW WASHINGTON DC 20024 NONE PC FOR PROGRAM SERVICES 100000 EMBASSY SERIES 9521 SEMINOLE STREET SILVER SPRING MD 20901 NONE PC FOR PROGRAM SERVICES 20000 EQUAL JUSTICE AMERICA 13540 E BOUNDARY RD STE 204 MIDLOTHIAN VA 23112 NONE PC FOR PROGRAM SERVICES 3000 FIGHT 4 DIABETES CURE 10524 DETRICK AVENUE KENSINGTON MD 20895 NONE PC FOR PROGRAM SERVICES 5000 FRANCISCAN OUTREACH 717B W 18TH STREET CHICAGO IL 60616 NONE PC FOR PROGRAM SERVICES 40000 FREDERICK COMMUNITY COLLEGE FOUNDATION INC 7932 OPOSSUMTOWN PIKE FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 85000 FREDERICK RESCUE MISSION 419 WEST SOUTH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 40000 FRIENDS OF THE ASPEN ANIMAL SHELTER 101 ANIMAL SHELTER ROAD 102 ASPEN CO 81611 NONE PC FOR PROGRAM SERVICES 10000 GEORGE WASHINGTON'S MOUNT VERNON PO BOX 110 MOUNT VERNON VA 22121 NONE PC FOR PROGRAM SERVICES 25000 GLIDE MEM U METHODIST CHURCH 330 ELLIS STREET SAN FRANCISCO CA 94102 NONE PC FOR PROGRAM SERVICES 12000 HABITAT FOR HUMANITY EAST BAY 2619 BROADWAY OAKLAND CA 94612 NONE PC FOR PROGRAM SERVICES 22000 HANDICAPPED CHILDREN OF AFGANISTAN 4184 BOCA POINTE DR SARASOTA FL 34238 NONE PC FOR PROGRAM SERVICES 30000 HAVE DREAMS 515 BUSSE HIGHWAY SUITE 150 PARK RIDGE IL 60068 NONE PC FOR PROGRAM SERVICES 20000 HIGHLINE CANAL CONSERVANCY 4010 E ORCHARD RD CENTENNIAL CO 80121 NONE PC FOR PROGRAM SERVICES 20000 HOBY MARYLAND 1451 ROCKVILLE PIKE SUITE 400 ROCKVILLE MD 20852 NONE PC FOR PROGRAM SERVICES 3500 HOOD COLLEGE 401 ROSEMONT AVE FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 25000 HOLSTEN HUMAN CAPITAL DEVELOPMENT 1020 W MONTROSE AVENUE CHICAGO IL 60613 NONE PC FOR PROGRAM SERVICES 25000 LEUKEMIA & LYMPHOMA SOCIETY LLS- ILLINOIS PO BOX 772395 DETROIT MI 482772395 NONE PC FOR PROGRAM SERVICES 50000 MANNES COLLEGE THE NEW SCHOOL OF MUSIC 55 WEST 13TH STREET NEW YORK NY 10011 NONE PC FOR PROGRAM SERVICES 10000 MAXFUND ANIMAL ADOPTION CENTER 958 INCA ST DENVER CO 80204 NONE PC FOR PROGRAM SERVICES 10000 MEALS OF MARIN 185 NORTH REDWOOD DR SUITE 140 SAN RAFAEL CA 94903 NONE PC FOR PROGRAM SERVICES 18000 METROPOLITAN FAMILY SERVICES 101 N WACKER DRIVE 17TH FLOOR CHICAGO IL 60606 NONE PC FOR PROGRAM SERVICES 15000 MICHIGAN TECH UNIVERSITY 1400 TOWNSEND DRIVE HOUGHTON MO 49931 NONE PC FOR PROGRAM SERVICES 5000 MIRIAM'S KITCHEN 2401 VIRGINIA AVENUE NW WASHINGTON DC 20037 NONE PC FOR PROGRAM SERVICES 20000 MISSION OF MERCY 22 SOUTH MARKET STREET SUITE 6D FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 20000 OL LENTILLE FOUNDATION 1129 EAST 17TH AVENUE DENVER CO 80213 NONE PC FOR PROGRAM SERVICES 10000 PHOENIX FOUNDATION OF MARYLAND INC PO BOX 4193 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 25000 POTOMAC CONSERVANCY 962 WAYNE AVENUE SUITE 540 SILVER SPRING MD 20910 NONE PC FOR PROGRAM SERVICES 40000 PROJECT ANGEL HEART 4950 WASHINGTON STREET DENVER CO 80216 NONE PC FOR PROGRAM SERVICES 12000 RAY OF HOPE CANCER FOUNDATION 1385 S COLORADO BLVD SUITE 108 DENVER CO 80222 NONE PC FOR PROGRAM SERVICES 50000 RIVERSIDE SYMPHONY 2350 BROADWAY 212 NEW YORK NY 10024 NONE PC FOR PROGRAM SERVICES 10000 RUSSIAN RIVERKEEPER PO BOX 1335 HEALDSBURG CA 95448 NONE PC FOR PROGRAM SERVICES 4000 SAINT SEBASTIAN PROJECT DENVER 9816 E CRESTLINE CIRCLE GREENWOOD VILLAGE CO 80111 NONE PC FOR PROGRAM SERVICES 5000 SF-MARIN COMMUNITY FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 NONE PC FOR PROGRAM SERVICES 27000 SHIP OF FREDERICK COUNTY PO BOX 1629 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 5000 SINGING IN SICILIY INC 14 E MT VERNON PLACE APT 303 BALTIMORE MD 21202 NONE PC FOR PROGRAM SERVICES 10000 SOME 71 O STREET NW WASHINGTON DC 20001 NONE PC FOR PROGRAM SERVICES 20000 TAHIRIH JUSTICE CENTER 6400 ARLINGTON BLVD SUITE 400 FALLS CHURCH VA 22042 NONE PC FOR PROGRAM SERVICES 75000 THE CHICAGO HELP INITIATIVE 440 NORTH WELLSSUITE 440 CHICAGO IL 60654 NONE PC FOR PROGRAM SERVICES 10000 THE HOLTON ARMS SCHOOL 7303 RIVER ROAD BETHESDA MD 20817 NONE PC FOR PROGRAM SERVICES 10000 THE HOMELESS GARDEN PROJECT PO BOX 617 SANTA CRUZ CA 95061 NONE PC FOR PROGRAM SERVICES 22000 THE JUILLIARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC FOR PROGRAM SERVICES 80000 THE NATURE CONSERVANCY 425 BARLOW PLACE SUITE 100 BETHESDA MD 20814 NONE PC FOR PROGRAM SERVICES 75000 THE PATRICK & SHIRLEY RYAN OPERA CENTER 20 N WACKER DRIVE SUITE 860 CHICAGO IL 60606 NONE PC FOR PROGRAM SERVICES 20000 THE SHEDD AQUARIUM 1200S LAKE SHORE DRIVE CHICAGO IL 60605 NONE PC FOR PROGRAM SERVICES 50000 THRESHOLDS 4101 NORTH RAVENSWOOD AVE CHICAGO IL 60613 NONE PC FOR PROGRAM SERVICES 35000 TRIPS FOR KIDS 610 4TH STREET SAN RAFAEL CA 94901 NONE PC FOR PROGRAM SERVICES 7000 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET ROOM 433 PHILADEPHIA PA 19104 NONE PC FOR PROGRAM SERVICES 5000 UPROOT COLORADO PO BOX 1952 CARBONDALE CO 81623 NONE PC FOR PROGRAM SERVICES 6000 WARD 8 WOODS CONSERVANCY INC 3214 11TH PLACE SE WASHINGTON DC 20032 NONE PC FOR PROGRAM SERVICES 10000 WILD ANIMAL SANCTUARY 1946 COUNTY ROAD 53 KEENSBURG CO 80643 NONE PC FOR PROGRAM SERVICES 30000 ASPEN MUSIC FESTIVAL AND SCHOOL 225 MUSIC SCHOOL ROAD ASPEN CO 81611 NONE PC FOR PROGRAM SERVICES 100000 CATOCTIN LAND TRUST INC PO BOX 615 FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INC 312 E CHURCH ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 25000 THE NEW YORK COMMUNITY TRUST PO BOX 22472 NEW YORK NY 100872472 NONE PC FOR PROGRAM SERVICES 100000 COMMUNITY REACH OF MONTGOMERY COUNTY 1010 GRANDIN AVE STE A1 ROCKVILLE MD 20851 NONE PC FOR PROGRAM SERVICES 3000 MASSACHUSSETTS WONDERLAND INC 77 ROWE ST NEWTON MA 02466 NONE PC FOR PROGRAM SERVICES 2000 MARYLAND ORNITHOLOGICAL SOCIETY 4915 GREENSPRING AVE BALTIMORE MD 21209 NONE PC FOR PROGRAM SERVICES 4000 PALM BEACH COUNTY FOOD BANK INC 701 BOUTWELL RD STE A2 LAKE WORTH BEACH FL 33461 NONE PC FOR PROGRAM SERVICES 1000 ST BERNARD PROJECT 8324 PARC PLACE CHALMETTE LA 70043 NONE PC FOR PROGRAM SERVICES 25000 WOUNDED VETS RELIEF FUND 300 PROSPERITY FARMS ROAD NORTH PALM BEACH FL 33408 NONE PC FOR PROGRAM SERVICES 3000 2056000 0 14 70 14 596941 16 442818 18 961906 SECURITIES SETTLEMENTS 14 13 PARTNERSHIP INC. FROM K-1 1891 14 AMERIPRISE & MORGAN STANLEY OTHER INCOME 14 331 1891 2002079 0 2003970 0 0 0 0 0 0 0 0 0 0 LINTON SHAFER WARFIELD & GARRETT, P.A. 26187 13094 0 DC NONPROFIT ORGANIZATIONS ARE NOT REQUIRED TO FILE A COPY OF THEIR TAX RETURN WITH THE OFFICE OF TAX AND REVENUE. CORPORATE BONDS 2504192 2491411 CORPORATE COMMON STOCKS 9512547 14297077 MUTUAL AND HEDGE FUNDS 8734682 9721962 OTHER INVESTMENTS AT COST 818701 588 SELZER GURVITCH 102846 10285 0 ACCRUED INCOME RECEIVABLE 84 0 0 FRAUD RECEIVABLE 980 0 0 INSURANCE 2246 225 0 DUES AND SUBSCRIPTIONS 830 0 0 BROKERS' MANAGEMENT FEES 230477 230477 0 PARTNERSHIP DEDUCTIONS FROM K-1 21 21 0 MANAGEMENT FEES 8216 8216 0 SECURITIES SETTLEMENTS 13 13 13 PARTNERSHIP INC. FROM K-1 1891 0 1891 AMERIPRISE & MORGAN STANLEY OTHER INCOME 331 331 331 PAYROLL TAX PAYABLE 798 0 FOREIGN TAXES 8040 8040 0 PAYROLL TAXES 3443 1721 0 TAX ON INVESTMENT INCOME 23108 0 0