2024-11-14T17:08:36-06:00 2024-06-30 521318126 MEEHAN & ROBY LLP 9515 DEERECO ROAD STE 810 TIMONIUM MD 21093 990PF 2023-07-01 876522683 PATRICIA LEE KIRBY CHARITABLE FOUNDATION PATR 4107782192 105 S WATER ST CHESTERTOWN MD 21620 PATRICIA L KIRBY TRUSTEE 4107782192 2024-11-12 1 1 KEITH T LISTER P00849147 4105613375 2024-11-12 2023 2024-10-15 13:58:12Z X X 42732 X X 358 358 674 2469 674 1032 1032 0 0 0 0 0 287 0 0 0 287 0 0 0 2500 2500 2787 0 0 2500 -1755 1032 0 503 543 543 40206 38411 42189 40709 38954 42732 0 0 X 40709 38954 0 0 0 0 40709 38954 40709 38954 40709 -1755 0 38954 0 38954 30 SHS ISHARES S&P 500 GROWTH ETF D 2020-11-04 2024-05-13 2469 1795 674 674 674 14 0 14 0 14 0 0 0 0 0 0 14 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A PATRICIA KIRBY 4107782192 105 S WATER ST CHESTERTOWN MD 21620 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA L KIRBY 105 S WATER ST CHESTERTOWN MD 21620 TRUSTEE 1.00 0 0 0 EMILY REKUC 49719 COLORADO STREET INDIO CA 92201 TRUSTEE 1.00 0 0 0 ALISON KIRBY 6509 POTOMAC AVE B2 ALEXANDRIA VA 22307 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 37631 633 0 38264 0 0 38264 574 37690 1885 1885 14 14 1871 0 1871 0 1871 2500 0 2500 1871 1556 2021 941 0 2500 1556 941 0 3 0 0 0 0 0 0 0 0 1868 0 0 0 PATRICIA KIRBY 105 S WATER ST CHESTERTOWN MD 21620 4107782192 UNSPECIFIED NONE TO ADVANCE CHARITABLE PURPOSES. KENT SCHOOL 6788 WILKINS LANE CHESTERTOWN MD 21620 501(C)(3) CHARITABLE 2500 2500 0 14 358 18 674 0 1032 0 1032 4 INCOME ON INVESTMENTS GENERATES ADDITIONAL FUNDS TO DISTRIBUTE 8 TO CHARITABLE ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 0 UNDER REGULATIONS 53.4942(A)-3(D)(2), FOUNDATION MANAGER ELECTS TO TREAT QUALIFYING DISTRIBUTION DURING FISCAL YEAR 2023 AS A DISTRIBUTION FOR FISCAL YEAR 2021 OUT OF UNDISTRIBUTED 2021 INCOME OF $140, UNDISTRIBUTED 2022 INCOME OF $362, AND THE BALANCE FROM CORPUS. AS OF JUNE 30, 2024, THERE IS NO LONGER AN UNDISTRIBUTED AMOUNT FOR 2021. 391 SHS ISHARES S&P 500 GROWTH 33316 36183 33 SHS ISHARES S&P 500 VALUE 5095 6006 FORM 4720 282 0 0 0 2022 FEDERAL TAX 5 0 0 0