2025-07-11T13:48:05-05:00 2024-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 705 YORK ROAD TOWSON MD 21204 990PF 2024-01-01 521435090 THE HUETHERMCCLELLAND FOUNDATION INC HUET 4104588098 14000 FOX RUN COURT PHOENIX MD 21131 GEORGE R MCCLELLAND PRESIDENT 4104588098 2025-07-11 1 0 JANEEN M ARMSTRONG P00266667 4108281961 2025-07-11 2024 2025-03-06 01:10:19Z X 14472440 X 1402156 349635 349635 828271 1223434 828271 2580062 1177906 0 0 0 740 0 0 2900 0 0 6665 1365 0 27 0 0 10332 1365 0 594500 594500 604832 1365 594500 1975230 1176541 103340 44874 44874 1157005 482766 482766 262774 463186 481053 6776683 9285893 13463747 8299802 10276719 14472440 0 0 X 8299802 10276719 0 0 0 0 8299802 10276719 8299802 10276719 8299802 1975230 1687 10276719 0 10276719 TRP INTER STOCK 2024-11-21 2024-12-20 108152 100000 8152 8152 TRP MID-CAP GROWTH 2024-11-21 2024-12-20 200000 82130 117870 117870 APPLE INC 2016-08-17 2024-03-15 20089 3177 16912 16912 MICROSOFT CO 2016-08-17 2024-03-15 19541 2694 16847 16847 TRP CAPITAL AAP 2024-11-21 2024-12-26 235000 99169 135831 135831 TRP EQUITY INCOME 2024-11-21 2024-12-26 153862 107993 45869 45869 CAPITAL GAINS DIVIDENDS P 486790 486790 486790 828271 16354 0 16354 0 16354 6883 0 23000 0 29883 0 13529 13529 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A GEORGE MCCLELLAND 4104588098 14000 FOX RUN COURT PHOENIX MD 21131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHERINE H MCCLELLAND 14000 FOX RUN CT PHOENIX MD 21131 SECRETARY 0.00 0 0 0 GEORGE R MCCLELLAND 14000 FOX RUN CT PHOENIX MD 21131 PRESIDENT 0.50 0 0 0 H DOUGLAS HUETHER 1055 W JOPPA RD APT 601 TOWSON MD 21204 CHAIRMAN 0.50 0 0 0 COURTNEY GONZALEZ 1870 SIR RICHARD COURT FINKSBURG MD 21048 VICE-PRESIDENT 0.00 0 0 0 ROBERT MCCLELLAND 1312 GRAFTON SHOP RD BEL AIR MD 21014 TREASURER 0.50 0 0 0 NONE 0 NONE 0 SCHOLARSHIP PROGRAM WITH THE HARFORD COUNTY, MD SCHOOL SYSTEM. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR IN A HARFORD COUNTY HIGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. RECIPIENT STUDENT IS REQUIRED TO MAINTAIN PASSING GRADES IN COLLEGE AS A CONDITION FOR KEEPING THE SCHOLARSHIP. THE SCHOLARSHIP AMOUNT IS $15,000 ANNUALLY (FORMERLY $10,000 ANNUALLY) AND CONTINUES FOR FOUR YEARS FOR NEW RECIPIENTS. THE SCHOLARSHIPS ARE PAID DIRECTLY TO COLLEGES WHERE THE RECIPIENTS ATTEND. 55000 SCHOLARSHIP PROGRAM WITH INDEPENDENT CAN COMPANY EMPLOYEES. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO CHILDREN OF EMPLOYEES OF INDEPENDENT CAN COMPANY WHO MEET SPECIFIC CRITERIA. THE SCHOLARSHIP IS FOR $3,000 PER SEMESTER, WITH A MAXIMUM OF $6,000 FOR TWO SEMESTERS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES WHERE THE RECIPIENTS ATTEAND. 33000 SCHOLARSHIP PROGRAM WITH MCDONOGH SCHOOL. THE FDN AWARDS A COLLEGE SCHOLARSHIP TO A SENIOR AT MCDONOGH SCHOOL WHO PLANS TO PURSUE ENGINEERING STUDIES IN COLLEGE. THE SCHOLARSHIP IS $15,000 ANNUALLY (FORMERLY $10,000 ANNUALLY) AND CONTINUES FOR FOUR YEARS. THE SCHOLARSHIPS WERE PAID DIRECTLY TO THE COLLEGES.THE SCHOLARSHIPS WERE PAID DIRECTLY TO CORNELL, COLUMBIA UNIVERSITY, AND NORTHEASTERN UNIVERSITY. 55000 0 11750817 251063 0 12001880 0 0 12001880 180028 11821852 591093 591093 16354 16354 574739 0 574739 0 574739 594500 0 594500 574739 0 0 23958 733 24691 594500 0 0 0 574739 19761 0 0 44452 0 0 0 0 0 0 0 44452 23958 733 19761 GEORGE R MCCLELLAND H DOUGLAS HUETHER GEORGE R MCCLELLAND 14000 FOX RUN COURT PHOENIX MD 21131 4104588098 WRITTEN REQUEST INCLUDING DESCRIPTION OF PROJECT FOR WHICH FUNDS ARE REQUESTED, WHAT IS HOPED TO BE ACHIEVED BY THE PROJECT, AMOUNT OF FUNDING REQUESTED, EVIDENCE OF TAX-EXEMPT STATUS, NAMES OF OFFICERS AND DIRECTORS OF TAX-EXEMPT ORGANIZATION, LATEST FINANCIAL STATEMENT, ALL EXHIBITS AND MATERIALS IN SUPPORT OF PROJECT, AND DETAILS OF SUPPORT OF PROJECT BY MEMBERS OF APPLICANT INSTITUTION AND OF THE COMMUNITY AT LARGE. NONE N/A AMERICAN RED CROSS 4800 MT HOPE DR BALTIMORE MD 21215 NONE UNRESTRICTED 10000 BALTIMORE MUSEUM OF IND 1415 KEY HWY BALTIMORE MD 21230 NONE UNRESTRICTED 5000 BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL ST BALTIMORE MD 21201 NONE UNRESTRICTED 30000 BUCKNELL UNIVERSITY 301 MARKET STREET STE 2 LEWISBURG PA 17837 NONE UNRESTRICTED 5000 CHILDREN'S SCHOLARSHIP FUND 2300 N CHARLES ST BALTIMORE MD 21218 NONE UNRESTRICTED 10000 COLLEGEBOUND FDN 300 WATER ST STE 300 BALTIMORE MD 21202 NONE UNRESTRICTED 2000 COLUMBIA UNIVERSITY 630 W 168TH ST NEW YORK NY 10032 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 30000 CORNELL UNIVERSITY 616 THURSTON AVENUE ITHACA NY 14850 NONE SCHOLARSHIP PROGRAM SEE PART VIII-A 15000 DYSLEXIA TUTORING 711 W 40TH ST STE 310 BALTIMORE MD 21211 NONE UNRESTRICTED 5000 EASTERN MICHIGAN UNIVERSITY 112 WELCH HALL PO BOX 972057 YPSILANTI MI 48197 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 6000 FIRE MUSEUM OF MARYLAND 1301 YORK RD LUTHERVILLE MD 21093 NONE UNRESTRICTED 5000 GBMC FOUNDATION 6569 N CHARLES ST BALTIMORE MD 21204 NONE UNRESTRICTED 5000 GILCHRIST HOSPICE CARE 6601 CHARLESWAY BALTIMORE MD 21204 NONE UNRESTRICTED 10000 HARFORD COUNTY PUBLIC LIBRARY FOUNDATION 1221-A BRASS MILL ROAD BELCAMP MD 21017 NONE UNRESTRICTED 5000 HIGHLAND SCHOOL 597 BROADVIEW AVE WARRENTON VA 20186 NONE ENDOWMENT 45000 INDEPENDENT COLLEGE FUND OF MD 3225 ELLERSLIE AVE STE C160 BALTIMORE MD 21218 NONE UNRESTRICTED 2000 JDRF GALA 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 NONE UNRESTRICTED 3000 JUNIOR ACHIEVEMENT 10711 RED RUN BLVD STE 110 OWINGS MILLS MD 21117 NONE UNRESTRICTED 2500 MARYLAND SCHOOL FOR THE BLIND 3501 TAYLOR AVE BALTIMORE MD 21236 NONE UNRESTRICTED 5000 MCDONOGH SCHOOL INC PO BOX 380 OWINGS MILLS MD 21117 NONE UNRESTRICTED AND CAPITAL 69000 MIKEROWEWORKS FOUNDATION 1207 4TH ST PH 3 SANTA MONICA CA 90401 NONE UNRESTRICTED 5000 MIT 77 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 15000 MORGAN STATE UNIVERSITY 1700 EAST COLD SPRING LANE BALTIMORE MD 21251 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 3000 MOTHER SETON ACADEMY 2215 GREENMOUNT AVE BALTIMORE MD 21218 NONE UNRESTRICTED 5000 MOUNT VERNON LADIES ASSOCIATION PO BOX 110 MOUNT VERNON VA 22121 NONE UNRESTRICTED AND ENDOWMENT 60000 MT WASHINGTON PEDIATRIC 1708 W ROGERS AVE BALTIMORE MD 21209 NONE UNRESTRICTED 10000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 13000 OHIO STATE 14 E 15TH AVE COLUMBUS OH 43201 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 10000 PORT DISCOVERY 35 MARKET PL BALTIMORE MD 21202 NONE UNRESTRICTED 10000 PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE UNRESTRICTED 1000 ROLAND PARK COUNTRY SCHOOL 5204 ROLAND AVE BALTIMORE MD 21210 NONE UNRESTRICTED 5000 SALVATION ARMY 814 LIGHT ST BALTIMORE MD 21230 NONE UNRESTRICTED 2000 ST IGNATIUS LOYOLA ACADEMY 300 EAST GITTINGS ST BALTIMORE MD 21230 NONE UNRESTRICTED AND CAPITAL 58000 ST JOSEPH MEDICAL CENTER 7601 OSLER DR TOWSON MD 21204 NONE UNRESTRICTED 25000 STMARY'S COLLEGE 18952 EAST FISHER ROAD ST MARY S CITY MD 20686 NONE SCHOLARSHIP PROGRAM, SEE PART VII-A 3000 STELLA MARIS 2300 DULANEY VALLEY RD TIMONIUM MD 21093 NONE UNRESTRICTED 1000 TARRANT COUNTY COLLEGE 300 TRINITY CAMPUS CIR FORT WORTH TX 76102 NONE UNRESTRICTED 20000 THE CALIFORNIA INSTITUTE OF TECHNOLOGY (CALTECH) 1200 E CALIFORNIA BLVD PASADENA CA 91125 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 15000 THE FLAG HOUSE 844 E PRATT ST BALTIMORE MD 21202 NONE UNRESTRICTED 1000 TOWSON UNIVERSITY 8000 YORK RD BALTIMORE MD 21204 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 3000 TOWSON UNIVERSITY FOUNDATION 8000 YORK RD TOWSON MD 21252 NONE HUETHER/MCCLELLAND ENDOWMENT FOR TOP 10 SCHOLARS 5000 UNIVERSITY OF MARYLAND 7769 ALUMNI DR COLLEGE PARK MD 20742 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 3000 UNIVERSITY OF MARYLAND 1000 HILLTOP CIRCLE BALTIMORE MD 21250 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 15000 UNIVERSITY OF TAMPA 401 W KENNEDY BLVD TAMPAFL FL 33606 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 6000 VIRGINIA TECH 902 PRICES FORK ROAD BLACKSBURG VA 24060 NONE UNRESTRICTED 5000 WEST GOVERNORS UNIVERSITY PO BOX 30015 SALT LAKE CITY UT 84130 NONE SCHOLARSHIP PROGRAM, SEE PART VIII-A 6000 WEST POINT FUND 606 THAYER RD WEST POINT NY 10996 NONE UNRESTRICTED 10000 WINDWARD SCHOOL 40 WEST RED OAK LN WHITE PLAINS NY 10604 NONE UNRESTRICTED 10000 594500 0 14 349635 18 828271 0 1177906 0 1177906 0 0 0 0 0 0 0 0 0 0 X X 1 GEORGE AND CATHERINE MCCLELLAND 14000 FOX RUN CT PHOENIX MD 21131 130000 X 2 H DOUGLAS HUETHER 1055 W JOPPA RD 601 BALTIMORE MD 21204 1050459 X X 3 COURTNEY AND DARRYL GONZALEZ 1870 SIR RICHARD COURT FINKSBURG MD 21048 15000 X 4 ANNE LEE HUETHER 1055 W JOPPA RD 601 TOWSON MD 21204 200000 X 5 ROBERT MCCLELLAND 1312 GRAFTON SHOP RD BEL AIR MD 21014 3177 X 6 WHITNEY AND BRIAN HILL 41 HARRIS ROAD KATONAH NY 10536 816 X 7 ROBERT AND MARY MCCLELLAND 1312 GRAFTON SHOP RD BEL AIR MD 21014 2694 X 2 CASH $100K, 10/15 CSX, ENTER, MICROS, PFIZER, VANG $1,526,01811/21 TRP MUTUAL FUNDS $1,043,426; 2569444 5 117 APPLE 20241 2024-03-14 6 211 SHS OF COCA COLA 15148 2024-09-27 7 47 MICROSOFT 19985 2024-03-14 ACCOUNTING 2900 0 0 AMCAP FUND INC 230852 491599 AMER MUTUAL 242068 274542 CAPITAL INCOME BUILDER 1154765 1344655 DODGE & COX 515281 517847 EUROPACIFIC FUND 197434 252169 FRANKLIN INCOME 991972 1022874 FUNDAMENTAL INVESTORS 160747 497971 INCOME FUND OF AMERICA 1022335 1268949 NEW PERSPECTIVE FUND 340704 526533 PIMCO LOW DUR 621271 640028 T ROWE GROWTH 46718 152685 TRP BLUE CHIP GROWTH 46557 436895 TRP MID CAP 188745 318250 TRP SMALL CAP VAL 225477 363743 VANGUARD FIXED INCOME 102141 165613 WASHINGTON MUTUAL INV FUND 744331 1423497 VANGUARD MID-CAP 128628 151377 VANGUARD SMALL-CAP 129589 153363 VANGUARD HI YIELD 638998 664374 JP MORGAN EXCHANGE 240583 251953 ENTERPRISE 27396 95663 COCA-COLA 918 13237 CSX 16658 71246 MICROSOFT 8183 126684 PFIZER 7691 10783 VANGUARD WORLD 27432 155643 VANGUARD 500 INDEX ADMIRAL 374247 1088945 T ROWE PRICE BROKERAGE STOCKS 748673 734383 TRP CAPITAL APPRECIATION 84107 196749 TRP MID CAP GROWTH 21392 51497 463186 481053 0 0 LEGAL 740 0 0 MISC 27 0 0 RETURN OF CAPITAL 1687 EXCISE TAX 5300 0 0 FOR TAX WITHHELD 1365 1365 0