2026-04-22T08:29:02-07:00 2025-12-31 882962004 My Tax Lady LLC 212 Washington Heights Med Ctr Westminster MD 21157 990PF 2025-01-01 521602528 THE FRED S BALSAM SR CHARITABLE TR FRED 3018077244 794 ERIKASVIEW DRIVE Westminster MD 21158 FRED S BALSAM JR PRESIDENT 3018077244 2026-04-20 KIMBERLY MITZEL P00575456 4108714617 2026-04-22 X 2025 2025-03-06 01:10:19Z X 301326 X X 0 5977 5295 14313 5295 0 0 11272 5295 0 365 0 55 0 0 420 0 0 18100 0 18520 0 0 -7248 5295 462 779 779 0 0 299699 300547 300547 0 0 0 0 0 0 300161 301326 301326 0 0 0 0 0 X 300161 301326 300161 301326 300161 301326 300161 -7248 8413 301326 301326 LOOMIS SAYLES INVST GRAD P 2016-12-19 2025-01-29 56 0 66 -10 0 0 0 -10 DODGE & COX INCOME P 2007-01-04 2025-12-30 1051 0 1044 7 0 0 0 7 HARBOR SCV INST P 2010-03-12 2025-08-27 2096 0 888 1208 0 0 0 1208 VANGUARD INFLATION PROTECTED SECS P 2007-01-04 2025-12-30 5951 0 5825 126 0 0 0 126 VANGUARD SMALL CAP P 2007-01-04 2025-12-30 5159 0 1195 3964 0 0 0 3964 5295 74 0 74 0 74 0 74 0 false false false false false false false true true false false false false false true N/A FRED S BALSAM JR 3018077244 794 ERIKASVIEW DRIVE WESTMINSTER MD 21158 false false false false false false false false false false false false false false false false false false false false false false FRED S BALSAM JR 794 ERIKASVIEW DRIVE WESTMINSTER MD 21158 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 74 74 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X WAKEFIELD VALLEY BIBLE CHURCH 2206 OLD NEW WINDSOR PIKE NEW WINDSOR MD 21776 PC CHARITABLE 8050 FELLOWSHIP OF CHRISTIAN ATHLETES 20515 GEORGIA AVE BROOKEVILLE MD 20833 PC CHARITABLE 550 SALVATION ARMY DEPT 2006 WASHINGTON DC 20042 PC CHARITABLE 200 URBAN PROMISE PO BOX 156 PENNSAUKEN NJ 08110 PC CHARITABLE 550 INTERNATIONAL PARTNERSHIP MINISTRIES 100 SPRING AVE HANOVER PA 17331 PC CHARITABLE 8000 ETHNOS 360 PO BOX 8010 SANFORD FL 32772 PC CHARITABLE 550 ALPHA PREGNANCY CENTER 301 MAIN ST SUITE 1B REISTERSTOWN MD 21186 PC CHARITABLE 200 18100 25 0 25 5977 5977 5977 4 DIVIDENDS false false false false false false false false false false UNREALIZED GAIN ON SECURTIES 8413 FEDERAL 55