2025-04-23T13:10:42-07:00 2024-12-31 522332056 Wancowicz & Associates PA 11350 McCormick Rd Ste 406 EP 3 Hunt Valley MD 21031 990PF 2024-01-01 822708336 ZECHMAN FOUNDATION INC ZECH 4103210600 1 W PENNSYLVANIA AVENUE SUITE 900 TOWSON MD 21204 MAYER E GUTTMAN Director 2025-04-23 true true James S Wancowicz P00040060 4107716510 2024 2025-03-06 01:10:19Z X 675232 X X 1042 1042 1042 14371 14371 14371 -3097 66354 12316 15413 15413 7645 7645 7645 1650 1650 1650 6299 6299 6299 193 193 193 15787 15787 15787 0 37000 37000 52787 15787 15787 37000 -40471 0 5328 14452 14452 370792 350700 615735 75680 46177 45045 451800 411329 675232 0 X 451800 411329 451800 411329 451800 411329 451800 -40471 411329 411329 25,000 SHARES JPMORGAN CHASE & CO. P 2018-12-18 2024-10-01 25000 25086 -86 -86 300 SHARES PFIZER, INC. P 2020-05-08 2024-11-21 7546 10561 -3015 -3015 300 SHARES VICI PROPERTIES INC. P 2022-07-11 2024-05-23 8808 9398 -590 -590 25,000 SHARES WELLS FARGO & CO. P 2018-12-18 2024-06-17 25000 24406 594 594 -3097 0 0 0 false false false false false false false true true MD true false false false false true N/A MAYER GUTTMAN 4103210600 1 W PENNSYLVANIA AVENUE SUITE 900 TOWSON MD 21204 false false false false false false false false false false false false false false false false false false false false false false MAYER E GUTTMAN 1 W PENNSYLVANIA AVE STE 900 TOWSON MD 21204 Director 0.00 0 NONE NONE 675985 0 0 675985 0 675985 10140 665845 33292 33292 33292 33292 33292 37000 37000 33292 2804 6956 9760 37000 0 33292 3708 13468 0 13468 2804 6956 3708 MAYER GUTTMAN 1 W PENNSYLVANIA AVENUE SUITE 900 TOWSON MD 21204 4103210600 LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES NONE NONE UNIVERSITY OF MARYLAND BALTIMORE FO 220 N ARCH STREET BALTIMORE MD 21201 NONE EOF CHARITABLE PURPOSES 3000 SALEM UNITED METHODIST CHURCH 7901 BRADSHAW ROAD UPPER FALLS MD 21156 NONE EOF CHARITABLE PURPOSES 10000 TRINITY METHODIST CHURCH 51 SOUTH MAIN STREET MIDDLEBURG PA 17842 NONE EOF CHARITABLE PURPOSES 10000 SHRINERS HOSPITAL FOR CHILDREN 2900 N Rocky Point Dr TAMPA FL 33607 NONE EOF CHARITABLE PURPOSES 8000 HOPE 5310 OLD COURT ROAD STE 301 BALTIMORE MD 21133 NONE EOF CHARITABLE PURPOSES 4000 BOUMI SHRINERS 5050 KING AVENUE ROSEDALE MD 21237 NONE EOF CHARITABLE PURPOSES 2000 37000 1042 14371 -3097 12316 12316 false false false false false false false false false false WANCOWICZ & ASSOCIATES 1650 1650 1650 0 BANK OF AMERICA CORP 26187 25085 BANK OF AMERICA CUSIP 06051XHV7 19990 19960 ABBVIE INC 10490 22212 DUKE ENERGY CORP 14033 16161 GENERAL DYNAMICS COPR 10423 18444 GOLDMAN SACHS ETF TRUST 33318 69108 ISHARES TRUST 22518 36477 NEXTERA ENERGY INC 11341 14338 PEPSICO 13434 15206 SPDR S&P 500 24858 58608 VANGUARD INDEX GROWTH VUG 25199 61566 VANGUARD VALUE VTV 10703 16930 VANGUARD SMALL-CAP ETF VB 9063 9611 VANGUARD TOTAL STOCK VTI 16353 28981 VANGUARD S&P 500 VOO 52783 107762 VANGUARD DIVIDEND APPRECIATION VIG 51421 88124 XCEL ENERGY INC 13990 13504 J P MORGAN EXCHANGE TRADED FUND TRUST 10942 11506 BERSHIRE HATHAWAY INC DEL CL B 19831 27197 LEVIN & GANN 7645 7645 7645 0 ADVISORY ACCOUNT PROGRAM FEE 6299 6299 6299 0 UNITED STATES TREASURY 193 193 193