2025-10-22T12:42:26-07:00 2024-12-31 030483170 C E A SCHOLTES AND ASSOCIATES 106 TUNBRIDGE ROAD BALTIMORE MD 21212 990PF 2024-01-01 541932369 THE MID-ATLANTIC SECURITIES TRADERS FOUN MID- 4108250994 1122 KENILWORTH DRIVE 201 BALTIMORE MD 21204 TAMARA WIGGS Vice President 2025-10-22 true true CHRIS SCHOLTES CPA P01607734 4103230010 2024 2025-03-06 01:10:19Z X 1051780 X 250000 13804 13804 41112 172607 41112 3863 304916 54916 3863 2802 1401 1401 7500 3750 3750 53 53 7496 7163 333 17851 12367 5484 48000 48000 65851 12367 53484 239065 42549 3863 47952 61184 61184 352186 475008 739728 146112 244840 242707 3592 7875 8161 549842 788907 1051780 0 X 549842 788907 549842 788907 549842 788907 549842 239065 788907 788907 PUBLICLY TRADED SECURITIES P 2024-01-01 2024-12-31 172607 131495 41112 41112 41112 3863 591 591 591 X 2 593 0 false false false false false false false true true MD true false true false false true N/A WAVERLY MANAGEMENT 4108250996 1122 KENILWORTH DRIVE SUITE 201 BALTIMORE MD 21204 false false false false false false false false false false false false false false false false false false false false false false STAN CRAIG 1122 KENILWORTH DRIVE SUITE 201 BALTIMORE MD 21204 President 1.00 0 TAMARA WIGGS 1122 KENILWORTH DRIVE SUITE 201 BALTIMORE MD 21204 Vice President 1.00 0 ROBERT FINKEL 1122 KENILWORTH DRIVE SUITE 201 BALTIMORE MD 21204 Treasurer 1.00 0 JOHN SPENSIERI 1122 KENILWORTH DRIVE SUITE 201 BALTIMORE MD 21204 Director 1.00 0 MELISSA HEATHCOTE 1122 KENILWORTH DRIVE SUITE 201 BALTIMORE MD 21204 Director 1.00 0 NONE NONE 887219 57022 0 944241 0 944241 14164 930077 46504 46504 591 591 45913 45913 45913 53484 53484 45913 24934 13531 7887 15790 8071 70213 53484 0 45913 7571 77784 0 24934 52850 13531 7887 15790 8071 7571 SETH MCDONNELL 1122 KENILWORTH DR 201 BALTIMORE MD 21204 4108250994 sethmcdonnell@waverlymanagement.com E-MAIL 4/30/2023 ELIGIBLE CANDIDATES TO BE CONSIDERED FOR THE SCHOLARSHIP APPLICATION SHOULD BE UNDERGRADUATES WHO ARE CURRENTLY SOPHOMORE OR JUNIOR BUSINESS MAJORS WITH A CONCENTRATION IN FINANCE OR ECONOMICS AND WHO ARE ENROLLED AT A FOUR-YEAR STATE-SPONSORED OR PRIVATE COLLEGE OR UNIVERSTIY. APPLICANTS MUST ALSO BE U.S. CITIZENS. STOCKS IN THE FUTURE 2701 N CHARLES STREET SUITE 300 BALTIMORE MD 21218 None PC SPONSORSHIP AND GENERAL SUPPORT 11000 MARYLAND COUNCIL ON ECONOMIC EDUCATION 8000 YORK ROAD TOWSON MD 21252 None PC GRANT FOR STOCK MARKET GAME AND TEACHER EDUCATION 12500 VIRGINIA COUNCIL OF ECONOMIC EDUCATION 1015 FLOYD AVENUE RICHMOND VA 23284 None PC GRANT FOR STOCK MARKET GAME AND TEACHER EDUCATION 12500 UNIVERSITY OF MARYLAND 7999 REGENTS DRIVE COLLEGE PARK MD 20742 None PC SCHOLARSHIP 5000 UNIVERSITY OF VIRGINIA PO Box 400229 Charlottesville VA 22904 None PC SCHOLARSHIPS 2000 VIRGINIA MILITARY INSTITUTE 319 Letcher Ave Lexington VA 24450 None PC SCHOLARSHIP 5000 48000 14 13804 18 41112 54916 54916 4 Investment income generated for charitable distribution. 8 Investment income generated for charitable distribution. false false false false false false false false false false X X 1 MID-ATLANTIC SECURITY TRADERS ASSO 1122 KENILWORTH DRIVE 201 BALTIMORE MD 21204 250000 X ACCOUNTING 2802 1401 0 1401 INVESTMENT FEES 7163 7163 333 MISCELLANEOUS 333 MANAGEMENT FEES 7500 3750 0 3750 MID-ATLANTIC SECURITY TRADERS ASSO 1122 Kenilworth Dr 201 BALTIMORE MD 21204 TAXES 53 53