2026-03-15T13:50:48-05:00 2025-09-30 WITHUMSMITHBROWNPC 1411 BROADWAY 9TH FL NEW YORK NY 10018 990PF 2024-10-01 611409457 THE JCM FOUNDATION % US TRUST JCMF 2024427477 C/O US TRUST 1800 K STREET NW FL 5 WASHINGTON DC 20006 JAMES F MACGUIDWIN DIRECTOR 2025854100 2026-03-10 true true Israel Tannenbaum P01589203 2127519100 2024 2025-03-06 01:10:19Z X 9515916 X 20000 X 41861 41861 110185 110185 260399 783215 260399 432445 412445 0 14404 10803 0 3601 59533 59508 25 677 677 165 165 74779 70988 0 3791 475000 475000 549779 70988 0 478791 -117334 341457 0 82234 47640 47640 648384 364758 364758 399242 300488 302028 2150145 2227503 7595512 124982 174982 180340 505548 675473 1025638 3910535 3790844 9515916 0 0 X 3910535 3790844 3910535 3790844 3910535 3790844 3910535 -117334 3793201 2357 3790844 PUBLICLY TRADED SECURITIES - BOA #9737 432009 237161 194848 194848 PUBLICLY TRADED SECURITIES - BOA #2351 335394 285655 49739 49739 CAPITAL GAIN DIVIDENDS P 15812 CAPITAL GAIN DIVIDENDS P 15812 260399 4746 4746 4746 4097 0 8000 12097 7351 7351 false false false false false false false true true VA true false false false false true N/A US TRUST 2024427477 1800 K STREET NW FL 5 WASHINGTON DC 20006 false false false false false false false false false false false false false false false false false false false false false JAMES F MACGUIDWIN C/O US TRUST 1800 K ST NW FL 5 WASHINGTON DC 20006 DIRECTOR 1.0 0 0 0 CHERYL Y MACGUIDWIN C/O US TRUST 1800 K ST NW FL 5 WASHINGTON DC 20006 DIRECTOR 1.0 0 0 0 BANK OF AMERICA PRIVATE BANK 1800 K STREET NW FLOOR 5 WASHINGTON DC 20006 INVESTMENT mgmt 59508 N/A 8281553 611475 0 8893028 0 8893028 133395 8759633 437982 437982 4746 4746 433236 433236 433236 478791 0 0 0 0 478791 433236 0 2022 2021 2020 0 49799 49799 478791 0 433236 45555 95354 0 0 0 0 95354 49799 45555 JAMES F MACGUIDWIN CHERYL Y MACGUIDWIN X ARCS Foundation Inc (Metro DC Chapter) 10221 River Road Potomac MD 20859 N/A PC Graduate Scholarships Funding 15000 Brother Rice High School 7101 Lahser Road Bloomfield Hills MI 48301 N/A PC M. Reid MacGuidwin Scholarship and financial aid support for needy students. 80000 Jill's House 9011 Leesburg Pike Vienna VA 22182 N/A PC General Support 100000 Samaritan's Purse PO Box 3000 Boone NC 28607 N/A PC General Support 100000 The Salvation Army 2626 Pennsylvania Avenue Washington DC 20037 N/A PC General Support 50000 Cristo Rey High school 8475 Jackson Road Sacramento CA 958263910 N/A PC General Support 40000 Holy Name Seed Foundation 630 Harmon Birmingham MI 48009 n/a PC General Support 20000 Mott Hospital UM Medical Center 1540 E Hospital DR Ann arbor MI 48109 n/a PC General Support 25000 Tunnel to Towers 2361 Hylan Boulevard Staten Island NY 10306 n/a PC General Support 45000 475000 14 41861 14 110185 18 260399 412445 412445 false false false false false false false false false false 990-PF PREPARATION 14404 10803 0 3601 PRUDENTIAL SHORT-TERM CORP 0 0 MAINSTAY MACKAY HIGH YIELD 24982 26364 PIMCO INCOME FUND INSTL 150000 153976 ABBVIE INC 36195 92616 ACCENTURE PLC 8248 92475 ADVNCD MICRO D INC 0 0 AIR BUS SE 5167 9974 AJINOMOTO CO LTD 7043 7044 ALIBABA GROUP HLDG LTD 8329 13101 ALLIANZ SE 6247 9667 ALMENTATION COUCHE-TARD 0 0 ALPHABET INC CL A (GOOGLE) 16757 165308 ALPHABET INC CL C (GOOGLE) 85528 449982 ALTRIA GROUP INC 6469 7663 AMAZON.COM INC. 100342 234501 APPLE INC 84920 455533 APPLOVIN CORP 8358 17245 ARISTA NETWORKS INC 4923 17631 ASM INTERNATIONAL 0 0 ASML HOLDINGS NV 0 0 ASTRAZENECA PLC 14365 13849 AUTOZONE INC NEVADA C0M 11861 17161 BARCLAYS ORD 7509 9720 BERKSHIRE HATHAWAY INC DEL 23835 218692 BLACKROCK INC 40236 233174 BLACKSTONE GROUP INC CL A 0 0 BLACKSTONE INC 38474 85425 BLOOM ENERGY CORP CLA 6872 8457 BNP PARBAS 0 0 BOSTON SCIENTIFIC CORP 5488 20600 BROADCOM INC 3027 41569 BYD COMPANY LTD 7344 5778 CAMECO CORP 4919 15011 CANADIAN PACIFIC RAILWAY 0 0 CATERPILLAR INC DEL 3911 8589 CHEVRON 8811 12423 CHIPOTLE MEXCAN GRILL 0 0 CLOUDFLARE INC 8763 8369 COINBASE GLOBAL INC 9015 10800 CONOCOPHILLIPS 26795 94590 COSTCO WHOLESALE CORP 81199 195308 DAICHI SANKYO CO LTD 0 0 DANAHER CORP DEL 30339 39652 DBS GROUP HOLDINGS 9195 20988 DISNEY WALT CO 55473 57250 EATON CORP 5909 14222 ELI LILY & CO 11631 9919 ENGIE 4992 5105 EQUINIX INC 0 0 EXXON MOBIL CORP 62680 112750 FERRARINV 12118 13058 FORTIVE CORP 0 0 FREEPORT-MCMORAN 4293 8432 HERMES INTL 21984 22028 HILTON WORLDWIDE 0 0 HOMEDEPOT INC 8761 8509 HONEYWELL INTL INC 25146 147350 IBERDROLA SA 4977 8042 INTL BUSINESS MACHINES 35822 70540 INTUITIVESURGICAL INC 7481 5814 ISHARES MSCI EAFT GROWTH ETF 71346 113880 ISHARES MSCI INDIA 10931 11557 JANUS ENTERPRISE FUND CL I 50000 186235 JOHNSON & JOHNSON 25486 74168 JP MORGAN CHASE & CO 42376 282625 KEYENCE CORP 0 0 KKR& COINC CLA 8800 10006 LEONARDO SPA 3345 4380 LOCKHEED MARTIN CORP 14413 137283 MARSH & MCLENNAN COS INC 0 0 MASTERCARD INC 12350 277010 MCKRESSON CORPORATION 6456 11588 MERCADOLIBRE INC 11966 16359 MERK AND CO SHS 0 0 META PLATFORMS INC 10713 26438 METLIFE 0 0 MICROSOFT CORP 45317 529345 MITSUBISHI HVG IND 6901 6987 MITSUBISHI UFJ FINANCIAL 7360 8510 MONDELEZ INTL INC 25546 62470 MONGODB INC 8786 8070 MORGAN STANLEY 10233 19711 NESTLE SA 0 0 NETFLIX COM INC 9143 17984 NEXTERA ENERGY INC 0 0 NINTENDO CO LTD 7823 8410 NOVO NORDISK 0 0 NVIDIA CORP 41165 832147 NX PSEMICONDUCTORSN.V. 8421 9109 ORACLE CORP 7420 11250 PALO ALTO NETWORKS INC 0 0 PRINCIPAL MIDCAP BLEND 130000 191469 PROCTOR & GAMBLE 8335 10909 PROLOGIS INC 0 0 PT BANK CENT ASIA TBK 0 0 QUANTA SERVICE INC 9120 9532 RESONA HOLDINGS INC 0 0 RHEINMETALL 7022 11644 ROBINHOOD MARKETS, INC 7850 11598 ROLLS-ROYCE HOLDI 7019 7046 SAP SE 4150 9893 SCHNEDER EIECTRIC SE 8402 11167 SERVICENOW INC 3862 8283 SIEMENS ENERGY AGNAMEN 8350 8521 SPOTIFY TECH S.A 9354 23732 STARBUCKS CORP 38901 84600 STRYKER CORP 10329 10720 SUMTOMO 0 0 SYSCO CORPORATION 0 0 TAIWAN SEMICONDUCTOR MFG 4153 19830 TENCENT HOLDINGS LTD 9612 11928 TESLA INC 7153 8894 THERMO FISHER SCIENTIFIC CORP 24238 48502 TJX COS INC NEW 6082 144251 TRANSOIGM GROUP INC 8783 9226 UBER TECHNOLIEES INC 8430 12344 UNICREDIT SPA 10461 9999 UNITED HEALTH GROUP 37317 51795 VALERO ENERGY CORP NEW 0 0 VANGUARD FTSE EMERGING MKTS ET 121257 190226 VANGUARD SMALL-CAP ETF 125744 395405 VERIN HLDG CO 9320 14483 VERIZON COMMUNICATIONS INC 71926 57135 VISA INC 12352 219849 WALMART INC 69713 200452 WASTE MANAGEMENT INC NEW 0 0 WHEATONPRECIOUS METALS 11750 12302 XIAOMI CORP 8470 8341 300488 302028 BLACKROCK STRATEGIC INCOME AT COST 150000 160274 BLACKSTONE ALT MULTI-STRATEGY AT COST 55254 63785 SPDR GOLD TR AT COST 220219 533205 ABBEYCAPITAL FUTURES AT COST 100000 99633 GOTHAMABSOLUTERETURN 150000 168741 COST BASIS ADJUSTMENTS 2357 STATE REGISTRATIONS FEES 165 165 MANAGEMENT FEES - US TRUST 59508 59508 REGISTERED AGENT FEE 25 25 FOREIGN TAXES ON INVESTMENTS 677 677