2026-07-29T12:45:53-05:00 2025-12-31 341862269 CBIZ ADVISORS LLC 50 BALTIMORE STREET 4TH FLOOR CUMBERLAND MD 21502 990PF 2025-01-01 426634465 THE WILLIAM L AND ELIZABETH G WILSON PRIVATE FOUNDATION TRUST WILL 3017773490 50 BALTIMORE STREET 4TH FLOOR CUMBERLAND MD 21502 JOHN R SMYTH JR TRUSTEE 3017773490 2026-07-27 1 TODD C PYLES P00750511 3017773490 2026-07-27 2025 2025-03-06 01:10:19Z X 1231574 X X 22461 22461 22461 369292 853556 369292 4719 391753 391753 27180 0 0 0 0 4450 0 0 0 6893 0 0 0 11343 0 0 0 60000 60000 71343 0 0 60000 320410 391753 27180 18 31779 31779 1143259 1199795 1199795 1143277 1231574 1231574 0 0 X 0 0 0 0 1143277 1231574 1143277 1231574 1143277 1231574 1143277 320410 0 1463687 232113 1231574 SEE TRUIST BANK STATEMENT ACCT# XP4E 7998167 P 2024-01-01 2025-12-31 118211 99668 18543 18543 SEE TRUIST BANK STATEMENT ACCT# XP4E 7998167 P 2025-01-01 2025-12-31 43549 44049 -500 -500 SEE 1ST UNITED STATEMENT ACCT#1009499 P 2025-01-01 2025-12-31 18634 13415 5219 5219 SEE 1ST UNITED STATEMENT ACCT#1009499 P 2024-01-01 2025-12-31 673162 327132 346030 346030 369292 4719 5445 0 5445 0 5445 0 0 0 0 0 0 5445 0 0 0 0 0 0 0 0 0 0 0 1 MD 1 1 0 0 0 1 N/A JOHN R SMYTH JR 3017773490 50 BALTIMORE STREET 4TH FLOOR CUMBERLAND MD 21502 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1ST UNITED BANK TRUST 115 W HARRISON STREET CUMBERLAND MD 21502 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION'S CHARITABLE ACTIVITIES INCLUDED GRANTS TO RELIGIOUS ORGANIZATIONS TO SUPPORT ITS COMMUNITY-BASED PROGRAMS. THE CHURCH'S ACTIVITIES FUNDED BY THE FOUNDATION INCLUDE DISTRIBUTING FOOD AND CLOTHING TO LOW-INCOME FAMILIES, PROVIDING TEMPORARY ASSISTANCE TO INDIVIDUALS IN CRISIS, AND OFFERING YOUTH MENTORING AND EDUCATIONAL PROGRAMS THAT ALIGN WITH THE CHURCH'S EXEMPT PURPOSES. 0 SUPPORT TO TO PROVIDE PASTORAL CARE, HOST REGULAR WORSHIP SERVICES, OFFER COUNSELING AND SUPPORT GROUPS, CONDUCT MISSIONARY OUTREACH, AND SPONSOR LOCAL EVENTS THAT STRENGTHEN COMMUNITY TIES. 0 DURING THE TAX YEAR, THE FOUNDATION PROVIDED MONETARY CONTRIBUTIONS TO TAX-EXEMPT RELIGIOUS ORGANIZATION, IN SUPPORT OF ITS GENERAL OPERATIONS. THE CHURCH USES THESE FUNDS TO CONDUCT WORSHIP SERVICES, OPERATE COMMUNITY OUTREACH PROGRAMS, PROVIDE BENEVOLENCE ASSISTANCE TO INDIVIDUALS IN NEED, AND MAINTAIN FACILITIES USED FOR RELIGIOUS AND CHARITABLE PURPOSES. 0 CHARITABLE PURPOSES INCLUDE SUPPORTING RELIGIOUS SERVICES, COMMUNITY ASSISTANCE PROGRAMS, VOLUNTEER-DRIVEN OUTREACH INITIATIVES, AND FACILITY UPKEEP RELATED TO PROGRAM DELIVERY. 0 0 0 0 1231574 1231574 0 0 1231574 18474 1213100 60655 X 60000 0 60000 2003-02-15 X 27180 6861 0 0 34041 23103 5832 0 0 28935 60000 0 0 0 60000 0 0 0 0 0 60000 0 0 0 60000 1231574 1231574 1231574 1231574 0 0 0 0 0 X ALLEGANY COLLEGE OF MARYLAND FOUNDATION 12401 WILLOWBROOK ROAD CUMBERLAND MD 21502 NONE NC CHARITABLE 40000 FROSTBURG STATE UNIVERSITY FOUNDATION 101 BRADDOCK ROAD FROSTBURG MD 21532 NONE NC CHARITABLE 10000 EMMANUAL EPISCOPAL CHURCH 16 WASHINGTON STREET CUMBERLAND MD 21502 NONE NC CHARITABLE 10000 60000 0 22461 369292 0 0 391753 391753 4 INVESTMENT INCOME IS REINVESTED TO GROW THE FOUNDATION'S ASSETS SUPPORTING LONG-TERM CHARITABLE FUNDING. 0 0 0 0 0 0 0 0 0 0 CPA FEES 4450 0 0 0 CORPORATE OBLIGATIONS 504087 504087 EQUITY SECURITIES 695708 695708 MARKET FLUCUATION 232113 ADMINISTRATION FEES 6893 0 0 0