2026-07-27T11:15:21-05:00 2025-12-31 521273734 LSWG PA 201 THOMAS JOHNSON DRIVE FREDERICK MD 21702 990PF 2025-01-01 201220528 WILLIAM E CROSS FOUNDATION INC C/O DON LINTON WILL 3016960467 2631 MILL RACE ROAD FREDERICK MD 217016805 DONALD C LINTON PRESIDENT 3016629200 2026-07-23 1 C EVA WEBB P01251814 3016629200 2025 2025-03-06 01:10:19Z X 8875841 X X 183658 183658 788103 1744857 788103 971761 971761 120625 120625 0 8339 8339 0 8915 8915 0 147 147 0 56440 56440 0 194466 194466 0 405100 405100 599566 194466 405100 372195 777295 22347 267715 267715 168936 59564 59564 7423124 7659867 8548026 1080 536 536 7615487 7987682 8875841 0 0 X 7615487 7987682 7615487 7987682 7615487 7987682 7615487 372195 0 7987682 0 7987682 CAPITAL GAIN DISTRIBUTIONS 2001-01-01 2025-12-31 589851 589851 589851 FIDELITY 2001-01-01 2025-12-31 939636 756264 183372 183372 MORGAN STANLEY 2001-01-01 2025-12-31 146091 136498 9593 9593 FAMILY HERITAGE 2001-01-01 2025-12-31 61796 55716 6080 6080 MORGAN STANLEY 2025-01-01 2025-12-31 2110 2134 -24 -24 FAMILY HERITAGE 2025-01-01 2025-12-31 5373 5389 -16 -16 FIDELITY 2025-01-01 2025-12-31 753 -753 -753 788103 10804 0 10804 0 10804 15128 0 0 0 15128 0 4324 4324 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A DONALD LINTON CPA 3016960467 2631 MILL RACE ROAD FREDERICK MD 21701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD C LINTON 2631 MILL RACE ROAD FREDERICK MD 217016805 PRESIDENT/DIRE 5.00 74625 0 3375 REBECCA LINTON 2631 MILL RACE ROAD FREDERICK MD 217016805 TREASURER/DIREC 2.00 43000 0 0 DAVID LINTON 20575 OVERTON CT POTOMAC FALLS VA 20165 VICE-PRESIDENT/DIREC 2.00 3000 0 0 0 0 0 0 0 8088765 364136 0 8452901 0 0 8452901 126794 8326107 416305 416305 10804 10804 405501 0 405501 0 405501 405100 0 405100 405501 0 0 6153618 936492 26248 7116358 405100 0 0 0 405100 0 401 401 7115957 0 0 0 0 0 0 0 7115957 6153217 936492 26248 DONALD LINTON 2631 MILL RACE ROAD FREDERICK MD 21701 3016960467 WRITTEN REQUEST INCLUDING DESCRIP OF NFP ACTIVITIES & CHARITABLE STATUS. DECEMBER 1 MUST BE A NON-PROFIT ENTITY ADVOCATES FOR THE AGING 8222 GLENDALE DRIVE FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 5000 ALZHEIMER'S ASSOCIATION 108 BYTE DRIVE 103 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 3000 BEYOND SHELTER FREDERICK 27 DEGRANGE STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 10000 BIG BLUE FOUNDATION 2648 MONOCACY FORD RD FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 7000 BRETHREN DISASTER MINISTRIES 601 MAIN ST NEW WINDSOR MD 21776 NONE PC FOR PROGRAM SERVICES 25000 CALVARY UNITED METHODIST CHURCH 1 MUSIC CIRCLE N NASHVILLE TN 372034310 NONE PC FOR PROGRAM SERVICES 2000 CASA OF FREDERICK COUNTY 226 SOUTH JEFFERSON ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 CELEBRATE FREDERICK 121 NORTH BENTZ ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 COMMUNITY LIVING INC 620-B RESEARCH CT FREDERICK MD 21703 NONE PC FOR PROGRAM SERVICES 5000 DAYBREAK ADULT DAY SERVICES INC 7819 ROCKY SPRINGS RD FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 5000 DOWNTOWN FREDERICK PARTNERSHIP 19 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 10000 FRED CO 4H THERAPEUTIC RIDING PROGRAM 11515 ANGLEBERGER RD THURMONT MD 21788 NONE PC FOR PROGRAM SERVICES 5000 FRED COMMUNITY COLLEGE FOUNDATION INC 7932 OPPOSSUMTOWN PIKE FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 25000 FREDERICK ARTS COUNCIL 11 WEST PATRICK STREET SUITE 201 FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 FREDERICK HEALTH HOSPITAL INC 400 WEST 7TH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 28000 FREDERICK RESCUE MISSION INC PO BOX 3389 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 11000 FRIENDS OF CARROLL CREEK URBAN PARK INC 3 E ALL SAINTS ST UNIT 304 FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 3000 FRIENDS OF MEALS ON WHEELS OF FREDERICK COUNTY INC 1 SOUTH MARKET ST FREDERICK MD 217024336 NONE PC FOR PROGRAM SERVICES 7000 GALE HOUSE RECOVERY INC 336 NORTH MARKET STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 GLADE VALLEY CHURCH OF THE BRETHREN PO BOX 690 2 CHAPEL PL WALKERSVILLE MD 21793 NONE PC FOR PROGRAM SERVICES 5000 GLADE VALLEY COMMUNITY SERVICES PO BOX 655 WALKERSVILLE MD 21793 NONE PC FOR PROGRAM SERVICES 4000 HABITAT FOR HUMANITY OF FREDERICK COUNTY MD 117 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 HEARTLY HOUSE INC PO BOX 857 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 10000 HOUSING AUTHORITY OF THE CITY OF FREDERICK 209 MADISON STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 HURWITZ BREAST CANCER FUND 1 SOUTH MARKET STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 MARYLAND ENSEMBLE THEATRE INC 31 WEST PATRICK ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 MENTAL HEALTH ASSOC OF FREDERICK COUNTY 226 SOUTH JEFFERSON ST FREDERICK MD 21201 NONE PC FOR PROGRAM SERVICES 5000 MISSION OF MERCY 22 SOUTH MARKET STREET SUITE 6D FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 15000 NATIONAL MUSEUM OF CIVIL WAR MEDICINE 49 E PATRICK ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 NEELSVILLE PRESBYTERIAN CHURCH 20701 NORTH FREDERICK RD GERMANTOWN MD 20876 NONE PC FOR PROGRAM SERVICES 10000 OPUS COMMUNITY MUSIC SCHOOL 6217 SYKESVILLE ROAD ELDERSBURG MD 21784 NONE PC FOR PROGRAM SERVICES 3000 PRESERVATION AND ENHANCEMENT FUND OF MOUNT OLIVET CEMETERY INC 515 S MARKET ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 7000 SALVATION ARMY- FREDERICK CO 223 WEST 5TH ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 11000 SAN MAR CHILDREN'S HOME INC 8504 MAPLEVILLE ROAD BOONSBORO MD 21713 NONE PC FOR PROGRAM SERVICES 2000 SETON CENTER INC 226 EAST LINCOLN AVENUE EMMITSBURG MD 21727 NONE PC FOR PROGRAM SERVICES 5000 SOPHIE & MADIGAN'S PLAYGROUND PO BOX 1628 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 4000 ST VINCENT DEPAUL SOCIETY DISTRICT COUNCIL INC 4451 MERCANTILE AVE NAPLES FL 34104 NONE PC FOR PROGRAM SERVICES 3000 STEADFAST STANDING FIRM AGAINST YOUTH HOMELESSNESS 10132 HANSONVILLE RD FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 2000 SUPPORT OLDER ADULTS THROUGH RESOURCES INC PO BOX 1603 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 1000 THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INC 312 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 20500 THE FREDERICK CHILDREN'S CHORUS INC 10916 ETZLER MILL RD WOODSBORO MD 217988006 NONE PC FOR PROGRAM SERVICES 2500 THE FREDERICK CHORALE INC PO BOX 3009 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 3000 THE HISTORICAL SOCIETY OF FREDERICK COUNTY INC DBA HERITAGE FREDERICK 24 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 11600 THE MD SCHOOL FOR THE DEAF FOUNDATION PO BOX 636 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 1000 THE MONOCACY FOUNDATION 620-B RESEARCH CT FREDERICK MD 21703 NONE PF FOR PROGRAM SERVICES 2000 THE NATIONAL CHRISTIAN CHOIR INC 903 A RUSSELL AVENUE GAITHERSBURG MD 208793276 NONE PC FOR PROGRAM SERVICES 3500 THURMONT SENIOR CENTER INC 11 NORTH CHURCH ST THURMONT MD 21788 NONE PC FOR PROGRAM SERVICES 1500 THURMONT SENIOR CENTER INC 806 EAST MAIN ST THURMONT MD 21788 NONE PC FOR PROGRAM SERVICES 7000 UNITED WAY OF FREDERICK COUNTY 629 N MARKET ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 77000 WEINBURG CENTER FOR THE ARTS 20 WEST PATRICK STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 4500 WILLIAM F MORAN JR MUSEUM AND FOUNDATION PO BOX 1015 MIDDLETOWN MD 21769 NONE PF FOR PROGRAM SERVICES 6000 405100 0 14 183658 788103 0 183658 788103 971761 8 GAIN ON SALE OF INVESTED STOCKS, BONDS AND OTHER MARKETABLE SECURITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 8339 8339 0 FHTC-DFA EMERG. MKTS SMALL CAP AT COST 5407 7128 FHTC-DFA EMERG MKTS VALUE AT COST 3745 5392 FHTC-EMERGING MKTS AT COST 3632 5414 FHTC-INT'L SMALL CAP AT COST 5559 8931 FHTC-INT'L SMALL COMPANY AT COST 6440 8917 FHTC- INT'L VALUE AT COST 11203 17830 FHTC- US LARGE CAP VALUE AT COST 19890 35324 FHTC- REAL ESTATE SEC AT COST 9732 12495 FHTC- US CORE EQUITY AT COST 9716 26427 FHTC- US VECTOR EQUITY AT COST 22086 43981 FHTC- DFA 2 YR FIXED INCOME AT COST 18128 17799 FHTC- DFA SHORT TERM GOVT AT COST 18448 17799 FID-ARTISAN INT'L AT COST 667470 710900 FID-JOHN HANCOCK DISC VALUE AT COST 858717 1066197 FID-PIMCO REAL RETURN AT COST 241896 210751 FID-AMERICAN BEACON INT'L AT COST 676949 741226 FID-AMERICAN CENTURY EQUITY AT COST 796639 956237 FID-ARTISAN MID CAP AT COST 428872 383136 FID- HARTFORD SMALL COMPANY AT COST 298822 352290 FID-NYLI WINSLOW LARGE CAP AT COST 723364 767335 FID-JANUS HENDERSON SMALL CAP AT COST 389134 424073 FID-TEMPLETON GLOBAL BOND AT COST 152560 110833 MS-FIRST TRUST DJ INTERNET IDX AT COST 28566 41185 MS-ISHARES CORE DIVIDEND GROWTH AT COST 30261 56369 MS-ISHARES CORE HIGH DIVIDEND AT COST 17168 20309 MS- JPMORGAN EQUITY PREMIUM INC AT COST 15838 15398 MS- ISHARES SELECT DIVIDEND AT COST 18015 20606 MS- ALPS I OSHARES US QUALITY DIV AT COST 15748 27061 MS-SPDR PORT S&P 500 HIGH DIV AT COST 18027 18208 MS- WESTERN ASSET DIVERSIFIED INCOME AT COST 18085 12457 MS-AMERICAN CAP INC BUILDER AT COST 59633 75634 MS-AMERICAN CAP WORLD GROWTH AND INC AT COST 10736 21871 MS-AMERICAN EUROPACIFIC GROWTH AT COST 18528 18999 MS-AMERICAN GROWTH FUND OF AMERICA AT COST 130033 156910 MS-AMERICAN INCOME FUND OF AMERICA AT COST 61583 73320 MS- AMERICAN INVESTMENT COMPANY OF AMERICA AT COST 63368 84589 MS- AMERICAN NEW WORLD FUND AT COST 21417 27461 MS-AMERICAN WASHINGTON MUTUAL AT COST 83383 101665 MS-COLUMBIA ACORN EUROPEAN INST AT COST 30351 39536 MS-COLUMBIA ACORN INSTIT AT COST 41865 43524 MS- COLUMBIA ACORN INT'L INSTIT AT COST 3668 2835 MS- COLUMBIA CONTRARIAN CORE AT COST 121642 155948 MS- COLUMBIA FLEXIBLE CAPT INC AT COST 67501 85260 MS-COLUMBIA INCOME BUILDER INSTIT AT COST 71812 75020 MS- COLUMBIA SELECT LARGE CAP GROWTH AT COST 112304 99582 MS- COLUMBIA DIVIDEND OPP AT COST 65873 72837 MS- LORD ABBETT AFFILIATED AT COST 50291 62123 MS- LORD ABBETT CALIBRATED DIV GROW AT COST 60187 81740 MS- PGIM JENNISON FOCUSED VALUE AT COST 73198 88686 MS-PGIM JENNISON GLOBAL OPP AT COST 28869 26147 MS-PGIM JENNISON FOCUSED GROWTH AT COST 104419 132670 MS-PGIM JENNISON GLOBAL EQUITY INC AT COST 78962 87566 FID- AMERICAN GROWTH FUND AT COST 123631 140010 FID-GOLDMAN SACHS 3.95% CD AT COST 100010 100334 MS-BLACKROCK LIQUID TREASURY AT COST 86201 86201 MS- JPM NASDAQ EQUITY PREMIUM AT COST 20358 23248 FHTC-DFA DIMENSIONAL US CORE EQUITY MKT AT COST 4562 5288 FHTC-DFA DIMENSIONAL CORE FIXED AT COST 9562 9661 FHTC- DFA DIMENSIONAL GLOBAL EX US CORE AT COST 4886 4842 FHTC- DFA DIMENSIONAL SHORT DURATION FIXED AT COST 20917 21098 FID- BANK OF AMERICA 3.9 AT COST 100000 100229 FID- BANK OF AMERICA 4.2 AT COST 100000 100316 FID- MORGAN STANLEY 4.0 AT COST 200000 200868 ACCRUED INCOME RECEIVABLE 1080 536 536 COMPUTER SOFTWARE 2375 2375 0 BANK FEES 59 59 0 INSURANCE 395 395 0 OFFICE EXPENSE 35 35 0 BROKER FEES 49556 49556 0 COMPUTER SERVICES 645 645 0 EXPENSE ALLOWANCE 3375 3375 0 FOREIGN TAXES 376 376 0 PAYROLL TAXES 8539 8539 0