2025-11-07T15:21:20-06:00 2025-06-30 521186096 RUBINO AND COMPANY CHARTERED 6903 ROCKLEDGE DRIVE SUITE 300 BETHESDA MD 208171818 990PF 2024-07-01 597270530 THE WESTERVELT CHARITABLE TRUST WEST 2026642727 34 8TH STREET WASHINGTON DC 20002 THERON WESTERVELT TRUSTEE 2026642727 2025-11-03 1 0 SHANNON R GELLMAN EA P00444293 3015643636 2024 2025-03-06 01:10:19Z X 1737668 X X 69 69 43703 39049 0 43772 39118 5000 0 5000 6420 0 6420 1290 118 0 12710 118 11420 71300 71300 84010 118 82720 -40238 39000 63187 22308 22308 560 1200 1200 1521769 1602588 1602588 109230 111572 111572 1694746 1737668 1737668 0 0 X 1694746 1737668 1694746 1737668 1694746 1737668 1694746 -40238 83160 1737668 0 1737668 542 0 542 0 542 1200 0 0 0 1200 X 0 658 658 0 0 0 0 0 0 0 0 0 0 0 1 1 FL DC 1 0 0 0 0 1 N/A THERON WESTERVELT TRUSTEE 2026642727 34 8TH STREET NE WASHINGTON DC 20002 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THERON WESTERVELT 34 8TH STREET NE WASHINGTON DC 20002 TRUSTEE 2.00 5000 0 0 NONE 0 NONE 0 0 1679203 57036 0 1736239 0 0 1736239 26044 1710195 85510 85510 542 542 84968 0 84968 0 84968 82720 0 82720 84968 33495 0 0 82720 33495 0 0 49225 0 0 0 0 0 0 0 0 35743 0 0 0 X AMERICAN RED CROSS PO BOX 4002018 DES MOINES IA 503402018 NONE 501(C)(3) GENERAL OPERATIONS 1000 CABOT COMMUNITY ASSOC 3053 MAIN STREET CABOT VT 05647 NONE 501(C)(3) GENERAL OPERATIONS 3000 CAMBRIDGE IN AMERICA PO BOX 9123 JAF BLG NEW YORK NY 100879123 NONE 501(C)(3) GENERAL OPERATIONS 10000 CITY RESCUE MISSION 426 S MCDUFF AVENUE JACKSONVILLE FL 32254 NONE 501(C)(3) GENERAL OPERATIONS 500 DEFENDERS OF WILDLIFE 1130 SEVENTEENTH STREET NW WASHINGTON DC 20036 NONE 501(C)(3) GENERAL OPERATIONS 500 FRIENDS OF THE GTM RESERVE INC 450 GUANA RIVER ROAD PONTE VEDRA BEACH FL 32082 NONE 501(C)(3) GENERAL OPERATIONS 500 HARBOR CAMPS PO BOX 431314 MIAMI FL 33243 NONE 501(C)(3) GENERAL OPERATIONS 6000 JACKSONVILLE HUMANE SOCIETY 8464 BEACH BOULEVARD JACKSONVILLE FL 32216 NONE 501(C)(3) GENERAL OPERATIONS 500 MUSCULAR DYSTROPHY ASSOCIATION 222 S RIVERSIDE PLAZA STE 1500 CHICAGO IL 60606 NONE 501(C)(3) GENERAL OPERATIONS 2000 N STREET VILLAGE INC 1333 N STREET NW WASHINGTON DC 20005 NONE 501(C)(3) GENERAL OPERATIONS 3000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON VA 201905362 NONE 501(C)(3) GENERAL OPERATIONS 500 PHILLIPS COLLECTION 1600 21ST STREET NW WASHINGTON DC 20009 NONE 501(C)(3) GENERAL OPERATIONS 10000 PLANNED PARENTHOOD 1110 VERMONT AVE NW WASHINGTON DC 20005 NONE 501(C)(3) GENERAL OPERATIONS 10000 SCENIC & HISTORIC COSTAL A1A BYWAY 2175 MIZELL ROAD ST AUGUSTINE FL 32080 NONE 501(C)(3) GENERAL OPERATIONS 500 SPREAD THE VOTE 7423 W MANCHESTER AVE 4 LOS ANGELES CA 90045 NONE 501(C)(3) GENERAL OPERATIONS 10000 WILDFLOWER DONORS INC - LADY BIRD JOHNSON WILDFLOWER CENTER 4801 LA CROSSE AVENUE AUSTIN TX 787391702 NONE 501(C)(3) GENERAL OPERATIONS 300 WJCT INC 100 FESTIVAL PARK AVENUE JACKSONVILLE FL 322021397 NONE 501(C)(3) GENERAL OPERATIONS 500 WORLD WILDLIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 NONE 501(C)(3) GENERAL OPERATIONS 500 YORKIST HISTORY TRUST P O BOX 6302 NEWBURY UK RG14 9QU NONE PC PROJECT ON THE EXECUTOR'S ACCOUNTS AND PROBATE INVENTORIES OF SIR THOMAS CHARLETON 6000 KEEGAN THEATRE 1742 CHURCH ST NW WASHINGTON DC 20036 NONE 501(C)(3) GENERAL OPERATIONS 3000 WASHINGTON LATIN PCS 5200 2ND ST NW WASHINGTON DC 20011 NONE 501(C)(3) GENERAL OPERATIONS 1000 FRIENDS OF SWS 920 F ST NW WASHINGTON DC 20002 NONE 501(C)(3) GENERAL OPERATIONS 1000 UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION 91 NORTH ST ST ANDREWS SCOTLAND UK KY169AJ NONE PC GENERAL OPERATIONIS 1000 71300 0 14 69 14 43703 0 43772 0 43772 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 6420 0 6420 150 SHARES CHEVRON CORP 21479 21479 1500 SHARES AT&T INC 43410 43410 155 SHARES GENUINE PARTS CO 18803 18803 170 SHARES DOW INC REG 4502 4502 200 SHARES CONSOLIDATED EDISON INC 20070 20070 225 SHARES RTX(RAYTHEON TECHNOLOGIES) 32855 32855 625 SHARES WALMART STORES INC 66001 66001 240 SHARES EXXON MOBIL CORP 25872 25872 250 SHARES AMERICAN WTR WKS CO INC 34777 34777 250 SHARES AUTOMATIC DATA PROC 77100 77100 250 SHARES UNITED PARCEL SVC CL B 25235 25235 275 SHARES BCE INC 6097 6097 208 SHARES KLA TENCOR CORP 186314 186314 300 SHARES COLGATE PALMOLIVE 27270 27270 300 SHARES SHELL(ROYAL DUTCH SHELL PLC) 21123 21123 350 SHARES JOHNSON & JOHNSON COM 53462 53462 365 SHARES PROCTER & GAMBLE CO 58152 58152 370 SHARES KIMBERLY CLARK CORP 47700 47700 400 SHARES ABBOTT LABS 54404 54404 400 SHARES ABBVIE INC 74248 74248 352 SHARES ELI LILLY & CO 274395 274395 400 SHARES WASTE MANAGEMENT INC NEW 91528 91528 570 SHARES PFIZER INC 13817 13817 575 SHARES EMERSON ELEC CO 76665 76665 620 SHARES VERIZON COMMUNICATIONS COMP. 26827 26827 645 SHARES SOUTHERN COMPANY 59230 59230 700 SHARES PAYCHEX INC 101822 101822 840 SHARES COCA COLA COM 59430 59430 200 SHARES ISHARES BARCLAYS TIPS FMV 22008 22008 4,909 SHARES NUVEEN AMT-FREE MUNICIPAL FMV 58564 58564 400 SHARES VANGUARD MSCI EUROPEAN FMV 31000 31000 NET UNREALIZED GAIN ON INVESTMENTS 83160 FOREIGN DIVIDEND TAX 118 118 0 EXCISE TAX 1172 0 0