2024-09-11T14:38:15-05:00 2023-12-31 WITHUMSMITHBROWNPC 4600 EAST WEST HWY 900 BETHESDA MD 208143423 990PF 2023-01-01 522278600 THE WEGLICKI FAMILY FOUNDATION C/O WithumSmithBrown PC % DENISE F WEGLICKI TRUSTEE WEGL 4103636769 500 E Pratt St Suite 525 Baltimore MD 21202 Denise F Weglicki Trustee 4103636769 2024-09-09 true true RICHARD RUVELSON P00234075 3012726000 2023 2024-08-08 14:25:15Z X X 2769939 X 10700 103 103 72218 72218 7166 15079 7166 90187 79487 0 10700 5350 0 5350 9605 9605 1352 1352 21657 16307 0 5350 135500 135500 157157 16307 0 140850 -66970 63180 84093 110 1483 110 110 593011 608851 1842441 877027 881160 927388 1555614 1490121 2769939 0 0 X 844839 844839 710775 645282 1555614 1490121 1555614 1490121 1555614 -66970 1477 1490121 1490121 PUBLICLY TRADED SECURITIES - US BANK P 9557 7734 1823 1823 PUBLICLY TRADED SECURITIES - FIDELITY P 122 102 20 20 PUBLICLY TRADED SECURITIES - WELLS FARGO P 333 77 256 256 CAPITAL GAIN DIVIDENDS P 5067 CAPITAL GAIN DIVIDENDS P 5067 CAPITAL GAIN DIVIDENDS P 5067 7166 878 878 878 2209 0 2209 1331 1331 false false false false false false false false true MD true false false false false true N/A DENISE F WEGLICKI TRUSTEE 4103636769 10605 BROOKLAWN ROAD OWINGS MILLS MD 211174302 false false false false false false false false false false false false false false false false false false false false false Denise F Weglicki 10605 Brooklawn Road Owings Mills MD 21117 trustee 1.0 0 0 0 Timothy T Weglicki 10605 BROOKLAWN ROAD OWINGS MILLS MD 21117 trustee 1.0 0 0 0 5238181 21615 797 5260593 0 5260593 78909 5181684 259084 259084 878 878 258206 258206 258206 140850 0 0 0 0 140850 258206 2021 2020 2019 11743 8424 9982 30149 140850 140850 0 30149 30149 87207 DENISE F WEGLICKI TIMOTHY T WEGLICKI X Madison valley Medical center PO Box 993 Ennis MT 59729 N/A PC general support 5000 St Joseph's Indian School PO BOX 300 CHAMBERLAIN SD 57325 N/A PC GENERAL SUPPORT 1000 Pikesville Volunteer Fire Company Inc 40 E Sudbrook Ln Pikesville MD 21208 N/A PC GENERAL SUPPORT 5000 MPT FOUNDATION 11767 OWINGS MILL BLVD OWING MILLS MD 21117 N/A PC GENERAL SUPPORT 1000 Notre Dame of Maryland University 4701 NORTH Charles StREET Baltimore MD 21210 N/A PC GENERAL SUPPORT 5000 BEAVERHEAD ANIMAL SHELTER 80 LAGOON LANE DILLON MT 59725 N/A PC GENERAL SUPPORT 500 American THYROID ASSOCIATION 2000 DUKE STREET SUITE 300 ALEXANDRIA VA 22314 N/A PC GENERAL SUPPORT 2000 Yellowstone Forever PO BOX 1857 BOZEMAN MT 59771 N/A PC GENERAL SUPPORT 11000 St Jude Children'S RESEARCH Hospital 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC GENERAL SUPPORT 2500 THE SISTERS OF ST FRANCIS OF PHILADELPHIA 609 SOUTH CONVENT ROAD ASTON PA 19014 N/A PC GENERAL SUPPORT 5000 BEST 808 NORTH CHARLES STREET BALTIMORE MD 21201 N/A PC GENERAL SUPPORT 1000 Madison River FOUNDATION PO BOX 15274 ENNIS MT 59729 N/A PC GENERAL SUPPORT 1000 THE CATHOLIC HIGH SCHOOL OF BALTIMORE 2800 EDISON HIGHWAY BALTIMORE MD 21213 N/A PC GENERAL SUPPORT 1000 Helping Up Mission 1029 EAST BALTIMORE STREET BALTIMORE MD 21202 N/A PC GENERAL SUPPORT 1000 Stella Maris 2300 DULANEY VALLEY ROAD TIMONIUM MD 21093 N/A PC GENERAL SUPPORT 5000 Archbishop Curley High School 3701 SINCLAIR LANE BALTIMORE MD 21213 N/A PC GENERAL SUPPORT 1000 Cottonwood ENVIRONMENT Law CENTER 24 S WILLSON AVE SUITE 6-7 BOZEMAN MT 59715 N/A PC GENERAL SUPPORT 1000 st labre indian school PO BOX 797 ASHLAND MT 59003 N/A PC GENERAL SUPPORT 1000 Valleys Planning Council 118 W PENNSYLVANIA AVENUE TOWSON MD 21285 N/A PC GENERAL SUPPORT 2500 ST CHARLES BORROMEO 101 CHURCH LANE PIKESVILLE MD 21208 N/A PC GENERAL SUPPORT 28000 Madison Valley Rural Fire DePARTMENT PO BOX 68 5037 US HWY 287 N ENNIS MT 59729 N/A PC GENERAL SUPPORT 5000 Alzheimer's Association OF MARYLAND 225N MICHIGAN AVENUE 17TH FLOOR CHICAGO IL 60601 N/A PC GENERAL SUPPORT 2500 SPECIAL OLYMPICS OF MARYLAND 3701 COMMERCE DRIVE 103 BALTIMORE MD 21227 N/A PC GENERAL SUPPORT 1000 MOUNTAIN JOURNAL PO BOX 11251 BOZEMAN MT 59229 N/A PC GENERAL SUPPORT 1000 CATHOLIC CHARITIES FRANCIS X GALLAGHER SERVICES 320 CATHEDRAL STREET BALTIMORE MD 21201 N/A PC GENERAL SUPPORT 1000 DEMENTIA SOCIETY OF AMERICA PO BOX 600 DOYLESTOWN PA 18901 N/A PC GENERAL SUPPORT 6500 Garrison Forest School 300 GARRISON FOREST ROAD OWINGS MILLS MD 21117 N/A PC GENERAL SUPPORT 5000 St Ignatius 1076 W Roosevelt ROAD CHICAGO IL 60608 N/A PC GENERAL SUPPORT 18000 The Family Tree 2108 N Charles Street BALTIMORE MD 21218 N/A PC general support 5000 John Hopkins Medicine 720 Rutland Avenue Turner 001 Baltimore MD 21205 N/A PC TO SUPPORT "A WOMEN'S JOURNEY" 10000 135500 14 103 14 72218 18 7166 79487 79487 false false false false false false false false false false X X 1 DENISE F AND TIMOTHY T WEGLICKI 10605 BROOKLAWN ROAD OWINGS MILLS MD 21117 10700 X ACCOUNTING FEES 10700 5350 5350 ABBOTT LABORATORIES 28977 27518 ABBVIE INC 4730 9763 ACCENTURE PLC 1062 7018 ADP 2167 10310 ALPHABET CL A 13427 69845 ALPHABET CL C NON-VOTING 13384 70465 AMAZON 23366 182328 AMERICAN INT'L GROUP 22800 30683 AMERICAN TOWER GROUP 3346 5875 AMERIPRISE FINANCIAL INC 3760 13354 ANALOG DEVICES INC 4790 7780 APPLE 2160 20822 BAKER HUGHES 5097 5365 BANK OF AMERICA 5658 7262 BECTON DICKINSON &CO COM 2285 2202 BEST BUY 2542 4195 BLACKSTONE 3001 8903 CHEVRONTEXACO 9350 22586 CHUBB 5875 8627 CISCO SYSTEMS 3875 6667 COGENT COMMUNICATIONS 2898 3629 COMCAST CORP 6932 7946 CUMMINS 5845 5793 CVS HEALTH 8078 7027 DEERE & CO. 10568 101062 DOMINION ENERGY 8334 5426 DOW INC 3097 3722 EXCHANGE TRADED ETF CONCEPTS T 10234 5546 EXXON MOBIL 7659 20164 GILEAD SCIENCES INC 10351 392513 GOLDMAN SACHS GROUP 19950 77769 HANNON ARMSTRONG 3467 2801 HOME DEPOT 3732 8375 INTERNATIONAL BUSINESS MACHINE 36831 41392 JOHNSON & JOHNSON 1111 2685 JP MORGAN CHASE 23004 68985 KKR &CO INC COM 1381 2568 KINDER MORGAN 5155 5945 KYNDRL 1597 1039 LANDSTAR SYSTEMS 62 28127 LINDE PLC 4519 11127 LOWES 2096 6009 MCDONALDS CORP 3524 9836 MEDTRONIC PLC 5752 5978 MERCK AND CO INC 5048 12289 MICROSOFT CORP 1696 23739 NET LEASE OFFICE PROPERTIES CO 42 74 NOVARTIS AG ADR 3801 7371 OTIS WORLDWIDE CORP 2585 3952 PRICE T ROWE GROUPS COM 4135 54448 PROCTER & GAMBLE CO 48635 74442 SANDOZ GROUP AG 201 448 SELECT SECTOR SPDR FINANCIAL 43272 75544 SELECT SECTOR SPDR MATERIALS 50478 85966 SELECT SECTOR SPDR REAL ESTATE 9149 11247 TARGET CORP 4781 6318 TRUIST FINL CORP COM 5956 5669 UNILEVER NV ADR RPSTG 1 ORD SH 5655 6750 UNITED HEALTH GROUP 3365 7928 UNITED PARCEL 7351 6508 VANCECK VECTORS AGRIBUSINESS 10206 15236 VANGUARD FINANCIALS 50242 92756 WABTEC 235 381 WP CAREY 4189 4343 FIDELITY GOVT CASH RESERVES AT COST 429154 429154 AME FUNDS CAPITAL WORLD AT COST 116575 169256 AME NEW WORLD FUND CLASS A AT COST 16045 21202 CALAMOS INVT TR AT COST 20124 28068 GATEWAY FUND AT COST 12520 22173 HARBOR BOND ADM AT COST 24965 21237 TROWE PRICE GLOBAL TECH FUND AT COST 100657 86094 T ROWE PRICE REAL ESTATE FUND AT COST 19408 13730 T ROWE PRICE INTL BOND AT COST 12691 9608 T ROWE PRICE INTL FDS INC AT COST 25184 18683 WASATCH FDS EMERGING MKTS AT COST 103837 108183 NON-DIVIDEND DISTRIBUTIONS 771 BOOK/TAX 1099 DIFFERENCE 706 INVESTMENT MGT FEES 9605 9605 FOREIGN TAX PAID 1352 1352