2025-02-13T15:39:17-06:00 2024-09-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990PF 2023-10-01 521657510 LOUISE D & MORTON J MACKS FAMILY FOUNDATION INC LOUI 4103569900 4750 OWINGS MILLS BOULEVARD OWINGS MILLS MD 21117 GENINE MACKS FIDLER OFFICER 4103569900 2025-02-07 1 0 JULIA FLANNERY CPA P00928918 4102469300 2025-02-07 2023 2025-03-06 01:10:19Z X 1289843 X 34190 32575 32575 82385 738406 82385 149150 114960 0 0 0 0 0 2700 1350 0 1350 7677 7677 0 0 767 384 0 383 11144 9411 0 1733 357148 357148 368292 9411 0 358881 -219142 105549 0 2400 9006 9006 39731 26379 26379 1230943 1019112 1244356 10565 10000 10000 102 102 102 1283741 1064599 1289843 0 0 X 1283741 1064599 0 0 0 0 1283741 1064599 1283741 1064599 1283741 -219142 0 1064599 0 1064599 PUBLICLY TRADED SECURITIES 736421 656021 80400 80400 CAPITAL GAINS DIVIDENDS P 1985 1985 1985 82385 1467 0 1467 0 1467 1435 0 0 0 1435 0 32 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A GENINE M FIDLER ESQ 4103569900 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 GENINE MACKS FIDLER 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 PRESIDENT/DIRECTOR 0.00 0 0 0 LAWRENCE M MACKS 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 MARTHA MACKS-KAHN 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 VICE PRESIDENT/DIRECTOR 0.00 0 0 0 JOSH FIDLER 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 TREASURER/DIRECTOR 0.00 0 0 0 ELLEN A MACKS 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 SECRETARY/DIRECTOR 0.00 0 0 0 PETER A KAHN 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 ASSISTANT SECRETARY 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER SECTION 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED) 0 0 1277290 68543 0 1345833 0 0 1345833 20187 1325646 66282 66282 1467 1467 64815 0 64815 0 64815 358881 0 358881 64815 0 0 166214 50621 100720 238240 95215 651010 358881 0 0 0 64815 294066 0 0 945076 0 0 0 0 0 0 166214 778862 50621 100720 238240 95215 294066 X BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE MD 21201 NONE PC UNRESTRICTED 2500 BETH TFILOH COMMUNITY SCHOOL 3300 OLD COURT ROAD BALTIMORE MD 21208 NONE PC SPOTLIGHT 2024 5000 BETH TFILOH CONGREGATION 3300 OLD COURT ROAD BALTIMORE MD 21208 NONE PC UNRESTRICTED 100000 CAPITAL CAMPS 12750 BUCHANAN TRAIL E WAYNESBORO PA 17268 NONE PC UNRESTRICTED 5000 DENVER JEWISH DAY SCHOOL 2450 S WABASH ST DENVER CO 80231 NONE PC UNRESTRICTED 5000 HADASSAH OF GREATER BALTIMORE 3723 OLD COURT ROAD SUITE 205 BALTIMORE MD 21208 NONE PC UNRESTRICTED 500 JED FOUNDATION 1140 BROADWAY SUITE 803 NEW YORK NY 10001 NONE PC UNRESTRICTED 1000 JEWISH CEMETERY ASSOCIATION OF GREATER BALTIMORE 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 NONE NC UNRESTRICTED 1000 JOHNS HOPKINS UNIVERSITY 3109 NORTH CHARLES STREET BALTIMORE MD 21218 NONE PC LYME DISEASE CLINICAL RESEARCH CENTER 2500 JOHNS HOPKINS UNIVERSITY 3109 NORTH CHARLES STREET BALTIMORE MD 21218 NONE PC BIOMARKER RESEACH PROJECT 197348 LIFEBRIDGE HEALTH 2401 WEST BELVEDERE AVENUE BALTIMORE MD 21215 NONE PC UNRESTRICTED 5000 MARYLAND ASSOCIATION FOR PARKINSON'S SUPPORT PO BOX 450 BROOKLANDVILLE MD 21022 NONE PC UNRESTRICTED 5000 MARYLAND INSTITUTE COLLEGE OF ART 1300 W MT ROYAL AVE BALTIMORE MD 21217 NONE PC UNRESTRICTED 6300 NATIONAL PARKINSON FOUNDATION 200 SE 1ST STREET SUITE 800 MIAMI FL 33131 NONE PC UNRESTRICTED 1000 PRO BONO COUNSELING PROJECT INC 110 WEST ROAD NO 202 TOWSON MD 21204 NONE PC UNRESTRICTED 10000 THE FAMILY TREE 2108 NORTH CHARLES STREET BALTIMORE MD 21218 NONE PC UNRESTRICTED 10000 357148 0 14 32575 18 82385 0 114960 0 114960 0 0 0 0 0 0 0 0 0 0 X X 1 MARTHA MACKS CHARITABLE LEAD TRUST 4750 OWINGS MILLS BLVD OWINGS MILLS MD 21117 34190 X ACCOUNTING 2700 1350 0 1350 JEWISH CEMETERY ASSOCIATION OF GREATER BALTIMORE 101 W MOUNT ROYAL AVENUE BALTIMORE MD 21201 2024-03-18 1000 CHARITABLE - GENERAL CARE OF OLDER JEWISH CEMETERIES IN THE BALTIMORE AREA. 1000 JANUARY 24, 2025 ABBOTT LABS 1292 1482 ABBVIE INC SHS 3423 4345 ADVNCD MICRO D INC 2604 4102 AIR PRODUCTS&CHEM 1161 1191 ALLEGION PLC SHS 1144 1603 ALPHABET INC SHS CL C 3995 4849 ALPHABET INC SHS CL A 1695 3151 AMAZON COM INC 7476 10248 AMENTUM HOLDINGS INC 0 323 AMER EXPRESS COMPANY 1479 2170 AMERICAN INTERNATIONAL GROUP INC 854 2197 AMERICAN TOWER INC 2048 2093 AMGEN INC COM 3158 3544 AMN ELEC POWER CO 835 1026 AON PLC REG SHS 1212 1384 APPLE INC 5655 8155 APPLIED MATERIAL INC 2734 3637 ARGENX SE 1531 2168 ASML HLDG NV NY REG SHS 2537 3333 ASTRANZENECA PLC SPND ADR 486 623 AT&T INC 741 858 AUTONATION INC 913 1074 AUTOZONE INC NEVADA COM 1068 3150 AVANTOR INC 578 724 BAXTER INTERNTL INC 3139 2848 BLACKSTONE INC 1389 2450 BLUE OWL CAP INC 1166 1278 BP PLC 3224 2856 BRITISH AMN TOBACO SPADR 1710 1866 BUILDERS FIRSTSOURCE INC 1381 1551 CAESARS ENTERTAINMENT 1362 1044 CANADIAN NATURAL RES LTD 463 1096 CARDINAL HEALTH INC OHIO 2311 3095 CENCORA INC 1665 2251 CENOVUS ENERGY INC 1534 1439 CENTENE CORP 1396 1355 CENTERPOINT ENTERGY INC 995 1118 CHUBB LTD 762 1442 CIGNA CORP REG SHS 2186 3118 CISCO SYSTEMS INC 1486 1650 CITIGROUP INC COM 3297 3631 CNH INDUSTRIAL NV 567 522 COCA-COLA EUROPACIFIC 473 788 COGNIZANT TECH SOLUTNS A 1641 2007 COMCAST CORP NEW CL A 2238 2339 CONOCOPHILLIPS 1209 1369 CONSTELLATION BRANDS INC 767 773 CORPAY INC 1266 1564 COSTAR GROUP INC 894 981 CRH PLC 1275 2226 CROWN CASTLE INC 1392 1661 CVS HEALTH CORP 3052 3333 DANAHER CORP DEL 2211 2780 DEERE CO 2104 2504 DELL TECHNOLOGIES INC 530 1185 DIAGEO PLC SPSD ADR 611 561 DIAMONDBACK ENERGY INC 1958 1896 DISCOVER FINL SVCS 1767 1824 DOLLAR GENERAL CORP 2414 1438 DOMINION ENERGY INC 616 636 DOORDASH INC REG SHS 1080 1285 EATON CORP PLC 1794 2652 ELECTRONIC ARTS INC DEL 1514 1578 ELEVANCE EHEALTH INC 1244 1560 ELI LILLY & CO 4438 6202 EMERSON ELEC CO 434 437 ENTERGY CORP NEW 890 1053 EXELON CORPORATION 1091 1135 FID NATIONAL FINL INC 1029 1427 FIDELITY NATL INFO SVCS INC 5194 4104 FIRSTENERGY CORP 809 976 FLEX LTD 1268 1471 FORTIVE CORP 1147 1342 FORTREA HOLDINGS INC REG 413 240 FOX CORP REG SHS CL A 629 677 GALLAHER ARTHUR J & CO 1227 1970 GENERAL MOTORS CORP 1527 1973 GENL DYNAMICS CORP 1264 1813 GOLDMAN SACHS GROUP INC 639 990 HASBRO INC 1148 1591 HESS CORP 1767 1630 HEWLETT PACKARD 1373 1412 HILTON WORLDWIDE 2565 3919 HOLOGIC INC 653 652 HOME DEPOT INC 1397 1621 HONEYWELL INTL INC DEL 1781 1860 HOWMET AEROSPACE INC 1147 2907 HP INC 2855 2834 HUMANA INC 1647 1267 HUNTINGTN BANCSHS INC MD 1606 1793 ICON PLC 891 1149 INTERCONTINENTAL 3332 4177 INTL FLAVORS&FRAGRNC 597 839 INTERPUBLIC GRP OF CO 900 917 J M SMUCKER CO 1018 969 JACOBS SOLUTIONS INC REG 1332 1309 JOHNSON CONTROLS INTER 1259 1552 JPMORGAN CHASE & CO 4817 8013 KENVUE INC 1080 1180 KEURIG DR PEPPER INC 884 1012 KEYSIGHT TECHNOLOGIES INC SHS 1073 1113 KIMBERLY CLARK 1291 1281 KINROSS GOLD CORP 805 899 KONINKL PHIL NV SH 843 1342 KRAFT (THE) HEINZ CO SHS 2826 2528 LABCORP HOLDINGS INC REG 1646 1788 LAS VEGAS SANDS CORP 1771 1812 LEAR CORP SHS 773 655 LEIDOS HOLDINGS INC 1781 3097 LENNAR CORP 1271 1500 LINDE PLC NEW 1841 2384 LPL FINANCIAL HOLDINGS 1242 1163 L3HARRIS TECHNOLOGIES 2718 3092 MADRIGAL PHARMACEUTICALS 709 849 MARATHON PETROLEUM CORP 441 1629 MARVELL TECH INC 1243 2019 MASCO CORP 578 923 MASTERCARD INC 5033 6913 MCKESSON CORPORATION 756 1483 MEDTRONIC PLC SHS 3131 2791 META PLATFORMS INC 3344 6869 MGM RESORTS INTERNATIONL 940 860 MICROCHIP TECHNOLOGY INC 1564 1686 MICRON TECHNOLOGY INC 2006 2904 MICROSOFT CORP 9399 14630 MID AMERICA APT CMNTYS 560 636 MONSTER BEVERAGE SHS 2302 2452 MORGAN STANLEY 1998 2398 NEWELL BRANDS INC 951 338 NICE LTD ADR 730 695 NORFOLK SOUTHERN CORP 1533 1491 NVIDIA 3858 10201 NXP SEMICONDUCTORS N.V. 601 720 OMNICOM GROUP COM 1277 1447 ORACLE CORP 5609 8009 PFIZER INC 562 550 PG&E CORP 1082 1265 PHILIP MORRIS INTL INC 1996 2549 PHILLIPS 66 SHS 823 789 PPG INDUSTRIES INC 1069 1060 PROGRESSIVE CRP OHIO 1208 2284 PRUDENTIAL PLC 793 593 QUALCOMM INC 535 680 ROBERT HALF INC COM 467 472 RTX CORP 1359 2181 SANOFI ADR 2251 2709 SCHLUMBERGER LTD 1465 1720 SEALED AIR CORP 2003 1488 SEMPRA 1541 1756 SHELL PLC 2062 2176 SHOPIFY INC CL A 895 1042 SONY GROUP CORP 1468 1545 SS AND C TECHNOLOGIES HOLDINGS INC 2577 2894 STANLEY BLACK & DECKER 606 771 STARBUCKS CORP 862 1072 SUNCOR ENERGY INC NEW 1074 1181 SYSCO CORPORATION 1074 1093 T-MOBILE US INC 944 1445 TAIWAN S MANUFCTRING ADR 3032 3821 TARGET CORP 798 779 TECK RESOURCES LTD CLS B 1843 2142 TRIMBLE INC 178 186 UBS GROUP AG NAMEN-AKT 585 587 UNITED RENTALS INC 743 1619 UNITEDHEALTH GROUP INC 4100 5262 US FOODS HLDG CORP 1130 1784 VAXCYTE INC 905 914 VERIZON COMMINICATIONS 1744 2021 VERTEX PHARMCTLS INC 1661 1860 VISA INC CL A SHRS 1203 1375 WABTEC 1580 2181 WALMART INC 1041 1777 WELLS FARGO & CO 4414 5705 WESCO INTERNATIONAL INC 481 504 WILLIAMS COMPANIES 605 913 WILLIS TOWERS WATSON PLC 1150 1473 WILLSCOT HLDGS CORP 1006 902 WORKDAY INC CL A 2207 3177 1ST CTZNS BNCSHS INC 1705 3682 DOUBLELINE TOTAL RETURN BOND FUND CL I 45276 48121 FIDELITY ADVISOR SMALL CAP GROWTH CLASS I 39489 49787 FIDELITY ADV INTL CAP APPREC FD CL I 38907 45488 GQG PARTNERS EMERGING MKTS EQ FD CL INSTL 40099 41798 ISHARES RUSSELL 1000 GROWTH 63380 125752 ISHARES RUSSELL 1000 VALUE 76628 93002 ISHARES EDGE MSCI MIN VOL USA ETF 14574 19449 ISHARES BROAD USD INVST GRADE CORP BND ETF 34938 36333 ISHARES RSSELL TOP 200 GROW 18778 23325 ISHARES US TREASURY BOND ETF 70881 72765 ISHARES INC CORE MSCI EMERGING MKTS ETF 37894 45698 ISHARES TR CORE MSCI EAF ETF 39935 55572 JP MORGAN UNDSCVRD MNGRS BEHAVRL VAL FD I CL 56974 63187 OAKMARK INTL FD CL ADV 43794 46279 PIMCO INVESTMENT GRADE CREDIT BOND FD CL 12 51841 48979 PIMCO INTERNATIONAL BOND FD 11175 11870 SCHWAB SHORT-TERM U.S. TREASURY ETF 17689 17829 SPDR BLOOMBERG 1-3 MNTH T BILL ETF 3108 3122 VANGUARD LONG-TERM 17731 18031 STATE OF ISRAEL BONDS AT COST 10000 10000 ORGANIZATION COSTS 102 102 102 BANK FEES 767 384 0 383 MANAGEMENT FEES 7677 7677 0 0