2024-07-10T13:54:35-05:00 2023-12-31 521273734 LSWG PA 201 THOMAS JOHNSON DRIVE FREDERICK MD 21702 990PF 2023-01-01 201220528 WILLIAM E CROSS FOUNDATION INC C/O DON LINTON WILL 3016960467 2631 MILL RACE ROAD FREDERICK MD 217016805 DONALD LINTON PRESIDENT 3016629200 2024-07-08 1 DONALD LINTON 999009999 0 BRIAN E RIPPEON P00050220 3016629200 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7693984 X X 154732 154732 184533 755260 184533 339265 339265 108097 108097 0 9992 9992 0 8037 8037 0 58712 58712 0 184838 184838 0 1319056 1319056 1503894 184838 1319056 -1164629 154427 120629 122593 122593 238663 54061 54061 29125 18379 18167 8349697 7380144 7497376 3479 1787 1787 8741593 7576964 7693984 0 0 X 8741593 7576964 8741593 7576964 8741593 7576964 8741593 -1164629 0 7576964 0 7576964 CAPITAL GAIN DISTRIBUTIONS 2001-01-01 2023-12-31 169768 169768 169768 FIDELITY 2023-01-01 2023-12-31 8229 8966 -737 -737 FIDELITY 2001-01-01 2023-12-31 487582 483518 4064 4064 MORGAN STANLEY 2001-01-01 2023-12-13 64809 57153 7656 7656 FAMILTY HERITAGE 2023-01-01 2023-12-31 406 410 -4 -4 FAMILTY HERITAGE 2001-01-01 2023-12-31 24466 20680 3786 3786 184533 2147 0 2147 0 2147 23600 0 0 0 23600 0 21453 21453 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A DONALD LINTON CPA 3016960467 2631 MILL RACE ROAD FREDERICK MD 21701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD C LINTON 2631 MILL RACE ROAD FREDERICK MD 217016805 PRESIDENT/DIRE 5.00 73597 0 0 REBECCA LINTON 2631 MILL RACE ROAD FREDERICK MD 217016805 TREASURER/DIREC 2.00 33000 0 0 DAVID LINTON 20575 OVERTON CT POTOMAC FALLS VA 20165 VICE-PRESIDENT/DIREC 2.00 1500 0 0 0 0 0 0 0 7567562 243822 0 7811384 0 0 7811384 117171 7694213 384711 384711 2147 2147 382564 0 382564 0 382564 1319056 0 1319056 382564 0 0 6153618 6153618 1319056 0 0 0 382564 936492 0 0 7090110 0 0 0 0 0 0 0 7090110 6153618 936492 DONALD LINTON 2631 MILL RACE ROAD FREDERICK MD 21701 3016960467 WRITTEN REQUEST INCLUDING DESCRIP OF NFP ACTIVITIES & CHARITABLE STATUS. DECEMBER 1 MUST BE A NON-PROFIT ENTITY ADVOCATES FOR THE AGING 8222 GLENDALE DRIVE FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 5000 ALZHEIMER'S ASSOCIATION 108 BYTE DRIVE 103 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 2500 BRETHREN DISASTER MINISTRIES 601 MAIN ST NEW WINDSOR MD 21776 NONE PC FOR PROGRAM SERVICES 25000 CALVARY UNITED METHODIST CHURCH 1 MUSIC CIRCLE N NASHVILLE TN 372034310 NONE PC FOR PROGRAM SERVICES 2000 CASA OF FREDERICK COUNTY 226 SOUTH JEFFERSON ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 CELEBRATE FREDERICK 121 NORTH BENTZ ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 COMMUNITY LIVING INC 620-B RESEARCH CT FREDERICK MD 21703 NONE PC FOR PROGRAM SERVICES 5000 DAYBREAK ADULT DAY SERVICES INC 7819 ROCKY SPRINGS RD FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 5000 DOWNTOWN FREDERICK PARTNERSHIP 19 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 10000 FAHRNEY-KEEDY HOME AND VILLAGE 8507 MAPLEVILLE RD BOONSBORO MD 21713 NONE PC FOR PROGRAM SERVICES 5000 FRED CO 4H THERAPEUTIC RIDING PROGRAM 11515 ANGLEBERGER RD THURMONT MD 21788 NONE PC FOR PROGRAM SERVICES 5000 FRED COMMUNITY COLLEGE FOUNDATION INC 7932 OPPOSSUMTOWN PIKE FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 15000 FREDERICK ARTS COUNCIL 11 WEST PATRICK STREET SUITE 201 FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 FREDERICK COMMUNITY ACTION AGENCY 100 SOUTH MARKET STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 FREDERICK HEALTH HOSPITAL INC 400 WEST 7TH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 33000 FREDERICK RESCUE MISSION INC PO BOX 3389 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 11000 FRIENDS OF CARROLL CREEK URBAN PARK INC 3 E ALL SAINTS ST UNIT 304 FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 3000 FRIENDS OF MEALS ON WHEELS OF FREDERICK COUNTY INC 1 SOUTH MARKET ST FREDERICK MD 217024336 NONE PC FOR PROGRAM SERVICES 5000 GALE HOUSE RECOVERY INC 336 NORTH MARKET STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 GLADE VALLEY COMMUNITY SERVICES PO BOX 655 WALKERSVILLE MD 21793 NONE PC FOR PROGRAM SERVICES 5500 GOODWILL INDUSTRIES OF MONOCACY VALLEY 400 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 10000 HABITAT FOR HUMANITY OF FREDERICK COUNTY MD 117 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 HEARTLY HOUSE INC PO BOX 857 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 12000 HOUSING AUTHORITY OF THE CITY OF FREDERICK 209 MADISON STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 HURWITZ BREAST CANCER FUND 1 SOUTH MARKET STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2000 KAIROS PRISON MINISTRY INTERNATIONAL INC 100 DEBARY PLANTATION BLVD DEBARY FL 32713 NONE PC FOR PROGRAM SERVICES 2000 MEALS ON WHEELS OF FREDERICK COUNTY 1440 TANEY AVENUE FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 5000 MENTAL HEALTH ASSOC OF FREDERICK COUNTY 226 SOUTH JEFFERSON ST FREDERICK MD 21201 NONE PC FOR PROGRAM SERVICES 5000 MISSION OF MERCY 22 SOUTH MARKET STREET SUITE 6D FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 15000 NATIONAL MUSEUM OF CIVIL WAR MEDICINE 49 E PATRICK ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 5000 NEELSVILLE PRESBYTERIAN CHURCH 20701 NORTH FREDERICK RD GERMANTOWN MD 20876 NONE PC FOR PROGRAM SERVICES 10000 OPUS COMMUNITY MUSIC SCHOOL 6217 SYKESVILLE ROAD ELDERSBURG MD 21784 NONE PC FOR PROGRAM SERVICES 3000 PRESERVATIONS AND ENHANCEMENT FUND OF MOUNT OLIVET CEMETERY INC 515 S MARKET ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 1000 SALVATION ARMY- FREDERICK CO 223 WEST 5TH ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 10000 SAN MAR CHILDREN'S HOME INC 8504 MAPLEVILLE ROAD BOONSBORO MD 21713 NONE PC FOR PROGRAM SERVICES 1000 SOPHIE & MADIGAN'S PLAYGROUND PO BOX 1628 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 5000 STEADFAST STANDING FIRM AGAINST YOUTH HOMELESSNESS 10132 HANSONVILLE RD FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 2000 THE RANCH INC 7902 FINGERBOARD ROAD FREDERICK MD 21704 NONE PC FOR PROGRAM SERVICES 10000 THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND INC 312 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 18000 THE FREDERICK CHILDREN'S CHORUS INC 10916 ETZLER MILL RD WOODSBORO MD 217988006 NONE PC FOR PROGRAM SERVICES 2500 THE FREDERICK CHORALE INC PO BOX 3009 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 4000 THE FREDERICKTOWNE PLAYERS INC PO BOX 1479 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 3000 THE HISTORICAL SOCIETY OF FREDERICK COUNTY INC DBA HERITAGE FREDERICK 24 EAST CHURCH STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 2500 THE MD SCHOOL FOR THE DEAF FOUNDATION PO BOX 636 FREDERICK MD 21705 NONE PC FOR PROGRAM SERVICES 1000 THE MONOCACY FOUNDATION 620-B RESEARCH CT FREDERICK MD 21703 NONE EOF FOR PROGRAM SERVICES 3000 THE NATIONAL CHRISTIAN CHOIR INC 903 A RUSSELL AVENUE GAITHERSBURG MD 208793276 NONE PC FOR PROGRAM SERVICES 3500 THE RELIGOUS COALITION FOR EMERGENCY HUMAN NEEDS 27 DEGRANGE STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 10000 THURMONT SENIOR CENTER INC 806 EAST MAIN ST THURMONT MD 21788 NONE PC FOR PROGRAM SERVICES 5000 UNITED 2 SAVE ANIMALS INC PO BOX 1064 FREDERICK MD 21702 NONE PC FOR PROGRAM SERVICES 2000 UNITED WAY OF FREDERICK COUNTY 629 N MARKET ST FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 67000 WE CROSS CHARITABLE FOUNDATION INC 22322 PUNTA DEL CAPO CT ESTERO FL 33928 SPIN-OFF PF FOR PROGRAM SERVICES 935056 WEINBURG CENTER FOR THE ARTS 20 WEST PATRICK STREET FREDERICK MD 21701 NONE PC FOR PROGRAM SERVICES 4500 1319056 0 14 154732 184533 0 154732 184533 339265 8 GAIN ON SALE OF INVESTED STOCKS, BONDS AND OTHER MARKETABLE SECURITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 9992 9992 0 MS- CITIGROUP INC 6.3% 18379 18167 FHTC-DFA EMERG. MKTS SMALL CAP AT COST 4998 5816 FHTC-DFA EMERG MKTS VALUE AT COST 3779 4376 FHTC-EMERGING MKTS AT COST 3888 4296 FHTC-INT'L SMALL CAP AT COST 6503 7292 FHTC-INT'L SMALL COMPANY AT COST 6865 7222 FHTC- INT'L VALUE AT COST 12812 14376 FHTC- US LARGE CAP VALUE AT COST 20685 29210 FHTC- REAL ESTATE SEC AT COST 11839 14723 FHTC- US CORE EQUITY AT COST 10871 22113 FHTC- US VECTOR EQUITY AT COST 23383 36970 FHTC- DFA 2 YR FIXED INCOME AT COST 15766 15329 FHTC-DFA 5 YEAR GLOBAL FIXED AT COST 16512 15330 FHTC- ONE YEAR FIXED INCOME AT COST 15447 15324 FHTC- DFA SHORT TERM GOVT AT COST 16069 15310 FID-AMERICAN CENTURY DIV BOND AT COST 409648 353502 FID-ARTISAN INT'L AT COST 486335 471015 FID-JOHN HANCOCK DISC VALUE AT COST 681036 787010 FID-PIMCO REAL RETURN AT COST 229427 191002 FID-AMERICAN BEACON INT'L AT COST 499257 530769 FID-AMERICAN CENTURY EQUITY AT COST 1045033 1027354 FID-ARTISAN MID CAP AT COST 341581 321673 FID- HARTFORD SMALL COMPANY AT COST 298822 279690 FID-MAINSTAY WINSLOW LARGE CAP AT COST 962898 996754 FID-JANUS HENDERSON SMALL CAP AT COST 333306 370404 FID-TEMPLETON GLOBAL BOND AT COST 148314 148314 MS-FIRST TRUST DJ INTERNET IDX AT COST 28566 28542 MS-ISHARES CORE DIVIDEND GROWTH AT COST 30292 43746 MS-ISHARES CORE HIGH DIVIDEND AT COST 17269 17132 MS- JPMORGAN EQUITY PREMIUM INC AT COST 19124 17858 MS- ISHARES SELECT DIVIDEND AT COST 18096 17191 MS- ALPS I OSHARES US QUALITY DIV AT COST 15768 21644 MS-SPDR PORT S&P 500 HIGH DIV AT COST 18062 16531 MS- WESTERN ASSET DIVERSIFIED INCOME AT COST 18085 12718 MS-AMERICAN CAP INC BUILDER AT COST 95533 104396 MS-AMERICAN CAP WORLD GROWTH AND INC AT COST 10736 18393 MS-AMERICAN EUROPACIFIC GROWTH AT COST 15191 14031 MS-AMERICAN GROWTH FUND OF AMERICA AT COST 103549 101460 MS-AMERICAN INCOME FUND OF AMERICA AT COST 90079 96370 MS- AMERICAN INVESTMENT COMPANY OF AMERICA AT COST 48865 55967 MS- AMERICAN NEW WORLD FUND AT COST 19039 20021 MS-AMERICAN WASHINGTON MUTUAL AT COST 65398 72646 MS-COLUMBIA ACORN EUROPEAN INST AT COST 22696 33222 MS-COLUMBIA ACORN INSTIT AT COST 41865 36286 MS- COLUMBIA ACORN INT'L INSTIT AT COST 3210 2646 MS- COLUMBIA CONTRARIAN CORE AT COST 99150 107717 MS- COLUMBIA FLEXIBLE CAPT INC AT COST 67501 75061 MS-COLUMBIA INCOME BUILDER INSTIT AT COST 71812 69609 MS- COLUMBIA SELECT LARGE CAP GROWTH AT COST 69963 77434 MS- COLUMBIA DIVIDEND OPP AT COST 55406 54430 MS- INVESCO OPP GLOBAL OPP AT COST 41534 30542 MS- LORD ABBETT AFFILIATED AT COST 42469 45565 MS- LORD ABBETT CALIBRATED DIV GROW AT COST 52505 57253 MS- PGIM JENNISON FOCUSED VALUE AT COST 59761 60179 MS-PGIM JENNISON GLOBAL OPP AT COST 22432 20314 MS-PGIM JENNISON FOCUSED GROWTH AT COST 99660 86542 MS-PGIM JENNISON GLOBAL EQUITY INC AT COST 67599 63114 MS-PGIM JENNISON MID CAP GROWTH AT COST 66973 60047 MS-PGIM JENNISON SMALL COMPANY AT COST 56577 51264 MS- POLEN GROWTH INSTIT AT COST 20286 22433 FID- CHARLES SCHWAB BK SS WESTLAKE AT COST 200019 199898 ACCRUED INCOME RECEIVABLE 3479 1787 1787 COMPUTER SOFTWARE 53 53 0 BOARD OF DIRECTORS' MEETING EXP. 92 92 0 BANK FEES 108 108 0 INSURANCE 473 473 0 OFFICE EXPENSE 1055 1055 0 BROKER FEES 56931 56931 0 FOREIGN TAXES 1374 1374 0 PAYROLL TAXES 6663 6663 0