2026-05-07T09:06:53-05:00 2025-12-31 611495162 MAI CAPITAL MANAGEMENT LLC 2205 WARWICK WAY STE 200 MARRIOTTSVILLE MD 21104 990PF 2025-01-01 810873205 THE CONSTANCE AND BROOKS ROBINSON CHARITABLE FOUNDATION INC CONS 4109029599 200 N GREENWOOD ST LAGRANGE GA 302402604 BROOKS D ROBINSON PRESIDENT & TREASURER 4109029599 2026-05-06 1 BRENDAN L WINKLER CPA P02012979 4109978000 2026-05-06 2025 2025-03-06 01:10:19Z X 10470260 X 0 X 13999 13999 174984 174984 703562 1569320 703562 892545 892545 0 0 0 2850 2850 0 12213 1227 0 97977 97977 0 113040 102054 0 505000 505000 618040 102054 505000 274505 790491 5755 969 969 288992 561324 561324 4475121 4457262 6872367 2231147 2370591 2366792 441350 325796 668808 7442365 7715942 10470260 0 0 X 0 0 0 0 7442365 7715942 7442365 7715942 7442365 7715942 7442365 274505 0 7716870 928 7715942 SYNOVUS (4375) 2025-11-15 8819 7304 1515 1515 SYNOVUS (4375) 2025-11-15 1560481 858454 702027 702027 CAPITAL GAINS DIVIDENDS P 20 20 20 703562 10988 0 10988 0 10988 6200 0 0 0 6200 0 4788 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A BROOKS D ROBINSON 7068802285 200 N GREENWOOD ST LAGRANGE GA 30240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BROOKS D ROBINSON 200 N GREENWOOD ST LAGRANGE GA 30240 PRESIDENT & TRASURER 1.00 0 0 0 CONSTANCE B ROBINSON 200 N GREENWOOD ST LAGRANGE GA 30240 VICE PRESIDENT 1.00 0 0 0 CHRISTOPER L ROBINSON 200 N GREENWOOD ST LAGRANGE GA 30240 DIRECTOR 1.00 0 0 0 MICHAEL P ROBINSON 200 N GREENWOOD ST LAGRANGE GA 30240 DIRECTOR 1.00 0 0 0 DIANA A FARLEY 200 N GREENWOOD ST LAGRANGE GA 30240 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 9890862 475232 0 10366094 0 0 10366094 155491 10210603 510530 510530 10988 10988 499542 0 499542 0 499542 505000 0 505000 499542 0 0 18620 18620 505000 0 0 0 499542 5458 0 0 24078 0 0 0 0 0 0 0 24078 18620 5458 BROOKS D ROBINSON CONSTANCE B ROBINSON X JOHNS HOPKINS MEDICINE 600 N WOLFE ST BALTIMORE MD 21287 NONE PC CHARITABLE 20000 LAFAYETTE SOCIETY OF PERFORMING ARTS 214 BULL STREET LAGRANGE GA 30240 NONE PC CHARITABLE 35000 LOYOLA BLAKEFIELD THE LOYOLA FUND 500 CHESTNUT AVE TOWSON MD 21204 NONE PC CHARITABLE 185000 SCOTT WILLIS LEGACY FOUNDATION 4437 FLINTVILLE RD WHITEFORD MD 21160 NONE PC CHARITABLE 20000 TUNNEL 2 TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC CHARITABLE 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD STE 300 JACKSONVILLE FL 32256 NONE PC CHARITABLE 10000 TOWSON UNIVERSITY FOUNDATION PO BOX 17185 BALTIMORE MD 21297 NONE PC CHARITABLE 200000 LITTLE ROCK CENTRAL HIGH SCHOOL 1500 LITTLE ROCK NINE WAY LITTLE ROCK AR 72202 NONE PC CHARITABLE 25000 505000 0 14 13999 14 174984 18 703562 0 892545 0 892545 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEE 2850 2850 0 ISHARES TR IBONDS 27 TRM TS (IBTH) 245214 248923 SPDR PORTFOLIO SHORT TERM TREASURY ETF (SPTS) 488994 486429 SPDR SER TR PORTFLI INTRMDIT (SPTI) 607946 620781 VANGUARD SCOTTSDALE FDS INTER TERM TREAS ETF (VGIT) 114143 118302 ISHARES TR IBONDS DEC 2033 (IBTO) 131643 135323 SPDR PORTFOLIO LONG TERM TREASURY ETF (SPTL) 572079 546341 SPDR SERIES TRUST PORTFOLIO TREASURY ETF (SPTB) 210572 210693 ISHARES MSCI EAFE ETF (EFA) 28401 37932 ISHARES RUSSELL MID-CAP VALUE ETF (IWS) 172313 236682 ISHARES RUSSELL 1000 VALUE ETF (IWD) 1312434 1860247 ISHARES RUSSELL 2000 ETF (IWM) 211450 300315 ISHARES RUSSELL MID-CAP GROWTH ETF (IWP) 213928 288533 ISHARES RUSSELL 1000 GROWTH ETF (IWF) 1408323 2597470 SPDR MSCI ACWI EX US ETF (CWI) 196383 276800 VANECK ETF TR VANECK GOLD MINERS ETF (GDX) 100952 291704 VANGUARD INTL EQUITY INDEX FDS FTSE EMR ETF (VWO) 115547 156979 VANGUARD DIVIDEND APPRECIATION ETF (VIG) 243017 356703 ISHARES TR RUS TP200 VL ETF (IWX) 59178 72753 SELECT SECTOR SPDR TRUST STATE STREET (XLU) 395336 396249 SPDR GOLD SHARES (GLD) AT COST 184643 391158 ISHARES SILVER TR ISHARES (SLV) AT COST 141153 277650 RETAINED EARNINGS ADJ 928 SYNOVUS MANAGEMENT FEES 97977 97977 0 FOREIGN TAXES 1227 1227 0 EXCISE TAX ON INVESTMENT INCOME 10986 0 0