2025-09-02T12:31:43-05:00 2024-12-31 521645472 WEIL AKMAN BAYLIN & COLEMAN PA 201 WEST PADONIA RD SUITE 600 TIMONIUM MD 210932186 990PF 2024-01-01 526810223 THE JOHN O MITCHELL FAMILY CHARITABLE TRUST JOHN 4103778300 6500 YORK ROAD BALTIMORE MD 21212 JOHN O MITCHELL III TRUSTEE TRUSTEE 4103778300 2025-09-02 1 0 JANE M LYONS P01264504 4105614411 2025-07-28 2024 2025-03-06 01:10:19Z X 1115494 X 0 X 303 303 14655 14655 5839 759869 5839 3370 -3370 35 35 17462 20832 16437 16437 0 172 172 0 7067 7067 0 23676 23676 0 64200 64200 87876 23676 64200 -70414 0 21746 15596 15596 943070 873938 1099898 964816 889534 1115494 0 0 X 0 0 0 0 964816 889534 964816 889534 964816 889534 964816 -70414 132 894534 5000 889534 LPL FINANCIAL 271528 304995 -33467 -33467 LPL FINANCIAL 474505 449035 25470 25470 CAPITAL GAINS DIVIDENDS P 13836 13836 13836 5839 0 0 0 0 0 157 0 0 0 157 0 157 157 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A JOHN O MITCHELL III 4103778300 6500 YORK ROAD BALTIMORE MD 21212 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN O MITCHELL IV 3610 HAMPSHIRE GLEN COURT PHOENIX MD 21131 TRUSTEE 4.00 16437 0 0 NONE 0 NONE 0 0 1102445 0 0 1102445 0 0 1102445 16537 1085908 54295 54295 0 54295 0 54295 0 54295 64200 0 64200 54295 0 0 21492 26374 25505 11965 85336 64200 0 0 0 54295 9905 0 0 95241 0 0 0 0 0 0 0 95241 21492 26374 25505 11965 9905 X ARCHBISHOPS ANNUAL APPEAL 320 CATHEDRAL STREET BALTIMORE MD 21201 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 500 ARCHDIOCESE OF BALTIMORE 320 CATHEDRAL STREET BALTIMORE MD 21201 NC DONATIONS TO RELIGIOUS ORGNAIZATION FOR OPERATING COSTS 200 ASCENSION EVANGELICAL LUTHERAN CHURCH 7601 YORK ROAD TOWSON MD 21204 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 1000 BOOTS FOR BALTIMORE 5603 N CHARLES STREET BALTIMORE MD 21210 NC DONATION TO BOOTS FOR BALTIMORE FOR PURCHASE OF CLOTHING 50 CARMELITE SISTERS OF BALTIMORE 1318 DULANEY VALLEY ROAD BALTIMORE MD 21286 NC DONATION TO CARMELITE SISTERS OF BALTIMORE FOR OPERATING COSTS 250 CATHEDRAL OF MARY OUR QUEEN 5200 NORTH CHARLES STREET BALTIMORE MD 21210 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 5000 CATHOLIC CHARITIES 320 CATHEDRAL STREET BALTIMORE MD 21201 NC DONATION TO CATHOLIC CHARITIES FOR OPERATING COSTS. 250 CATHOLIC MEN'S FELLOWSHIP OF MARYLAND PO BOX 20402 BALTIMORE MD 21284 NC DONATION TO CATHOLIC MEN'S FELLOWSHIP OF MARYLAND TO SPONSOR AN EVENT 250 CHESAPEAKE BAY FOUNDATION 6 HERDON AVE ANNAPOLIS MD 21403 NC DONATION TO THE "SAVE THE BAY" EFFORTS 2500 CHURCH OF THE NATIVITY 20 E RIDGLEY ROAD LUTHERVILLETIMONIUM MD 21093 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 1000 CHURCH OF THE REDEEMER 5603 N CHARLES STREET BALTIMORE MD 21210 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 1500 FRIENDS OF TOWSON LIBRARY 320 YORK ROAD TOWSON MD 21204 NC DONATIONS FOR LIBRARY OPERATIONS 300 FUNERAL SERVICE FOUNDATION 13625 BISHOPS DRIVE BROOKEFIELD WI 53005 NC DONATION TO HELP THOSE PAY FOR FUNERAL COSTS 5000 GILCHRIST HOSPICE 828 N EUTAW STREET BALTIMORE MD 21201 NC DONATION TO HOSPICE CARE CENTER TO HELP TAKE CARE OF PATIENTS 1000 GOVANS PRESBYTERIAN CHURCH 5828 YORK ROAD BALTIMORE MD 21212 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 1000 GRACE UNITED METHODIST CHURCH 5407 N CHARLES STREET BALTIMORE MD 21210 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 1500 GREATER BALTIMORE MEDICAL CENTER FOUNDATION 6701 NORTH CHARLES STREET BALTIMORE MD 21204 NC DONATION TO GBMC FOUNDATION TO AID IN FUNDS TO HELP PAYMENTS OF HOSPITAL BILLS 2500 GREATER RUXTON FOUNDATION PO BOX 204 RIDERWOOD MD 21139 NC DONATION TO IMPROVING HOMES IN THE AREA 1500 HAVRE DE GRACE DECOY MUSEUM 215 GILES STREET HAVRE DE GRACE MD 21078 NC DONATION TO PRESERVE THE DECOY MUSEUM IN HAVRE DE GRACE, MD 1200 IMMACULATE HEART OF MARY 8501 LOCH RAVEN BOULEVARD TOWSON MD 21286 NC DONATION TO IMMACULATE HEART OF MARY FOR OPERATING COSTS. 250 LAKE ROLAND NATURE CENTER 1000 LAKESIDE DRIVE BALTIMORE MD 21210 NC DONATION TO PRESERVE LAKE ROLAND 1000 LAKES ENVIRONMENTAL ASSOCIATION 230 MAIN STREET BRDIGTON ME 04009 NC TO HELP PRESERVE THE LAKES IN NORTHERN MAINE 3500 MARYLAND BIBLE SOCIETY 1220 PROVIDENCE ROAD TOWSON MD 21286 NC DONATION TO A RELIGOUS ENTITY TO SPREAD BIBLICAL WORKS TO MD 5000 MT VERNON PLACE UNITED METHODIST CHURCH 10 E MT VERNON PLACE BALTIMORE MD 21202 NC DONATIONS TO CHURCH 10000 OGUNQUIT PLAYHOUSE 10 MAIN STREET OGUNQUIT ME 03907 NC DONATION TO THE OGUNQUIT PLAYHOUSE FOR OPERATING COSTS. 150 PROSPECT HILL CEMETERY PO BOX 322 RIDERWOOD MD 21139 NC DONATION TO PROSPECT HILL CEMETERY FOR OPERATING COSTS 700 R MADISON MITCHELL ENDOWMENT TRUST PO BOX 796 HAVRE DE GRACE MD 21078 NC DONATION TO CONTINUE LEGACY OF DECOY MUSEUM IN HAVRE DE GRACE, MD 2500 ROLAND PARK COMMUNITY FOUNDATION PO BOX 16214 BALTIMORE MD 21210 NC DONATION TO ROLAND PARK COMMUNITY FOUNDATION TO IMPROVE HILLSIDE PARK 650 SCHOOL SISTERS OF NOTRE DAME 6401 N CHARLES STREET BALTIMORE MD 21212 NC DONATION TO NOTRE DAME, RELIGOUS ORGANIZATION 1000 ST JOSEPH'S MEDICAL CENTER FOUNDATION INC 7601 OSLER DRIVE TOWSON MD 21204 NC DONATION TO ST. JOSEPH'S FOUNDATION TO AID IN FUNDS TO HELP PAYMENTS OF HOSPITAL BILLS 2500 ST PIUS X CHURCH 6428 YORK ROAD BALTIMORE MD 21212 NC DONATIONS TO RELIGOUS ORGANIZATION FOR OPERATING COSTS 800 STUDENT SCHOLARSHIP FUND OF THE ROTARY CLUB OF BALTIMORE 300 LIGHT STREET BALTIMORE MD 21202 NC DONATION TO SCHOLARSHIP FUND 2500 THE ROTARY FOUNDATION 14280 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 NC DONATION TO THE ROTARY FOUNDATION FOR OPERATING COSTS. 5000 UNIVERSITY OF BALTIMORE FOUNDATION 1130 N CHARLES STREET BALTIMORE MD 21201 NC DONATION TO SCHOLARSHIP FUND TO UNIVERSITY OF BALTIMORE 500 USA EAST PROVINCE 39 EAST 83RD STREET NEW YORK NY 10028 NC DONATION TO USA EAST PROVINCE FOR OPERATING COSTS. 150 WREATHS ACROSS AMERICA 11301 CRAIN HIGHWAY CHELTENHAM MD 20623 NC DONATIONS TO HELP BRING WREATHS TO VETERANS GRAVES ACROSS AMERICA 1500 64200 0 14 303 14 14655 221000 35 14 13836 -7997 -3370 35 28794 -11367 17462 8 CAPITAL LOSS FOR ASSET-DECLINING VALUE SOLD TO REDUCE FUTURE LOSSES 0 0 0 0 0 1 0 0 0 1b(4) 5000 DULANEY VALLEY MEMORIAL GARDENS (DVMG) ASSETS WERE DONATED TO THE CHARITABLE TRUST FROM AN ORGANIZATION THAT OPERATED AN ANNUAL "FALLEN HEROES DAY" REMEMBERANCE CEREMONY AT DVMG AS THE CEMETERY MAINTAINS A FALLEN HEROES SECTION OF THE CEMETERY TO RECOGNIZE THESE INDIVIDUALS. ONE OF THE CONDITIONS OF THE DONATION WAS TO CONTINUE TO REIMBURSE DVMG FOR EXPENSES RELATED TO THIS CEREMONY ANNUALLY WHICH IS WHAT THIS PAYMENT REPRESENTS. 0 WATERVIEW WEALTH - EQUITIES, MUTUAL FUNDS AND CASH EQUIV AT COST 873938 1099898 NONDEDUCTIBLE EXPENSES 5000 FOREIGN TAXES 62 62 0 INVESTMENT FEES 7005 7005 0 WESTERN MIDSTREAM LP K-1 INTEREST 35 35 35 TIMING DIFFERENCES 132