2023-11-15T10:06:04-06:00 2022-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2022-01-01 521522573 THE HELENA FOUNDATION INC HELE 4103565900 1209 RIVER CRESCENT DR ANNAPOLIS MD 21401 JAMES A EARL PRESIDENT 4103565900 2023-11-08 1 JAMES EARL 999009999 0 JOSEPH A LIBERMAN CPA P00087382 4103565900 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 66167614 X X 638 638 49905 49905 49905 50543 50543 0 0 0 3070 3070 0 60 60 0 3130 3130 0 2791192 2791192 2794322 3130 2791192 -2743779 47413 34363 190231 190231 407025 37570 37570 2326099 2280592 65939813 2767487 2508393 66167614 0 0 X 2767487 2508393 0 0 0 0 2767487 2508393 2767487 2508393 2767487 -2743779 2484685 2508393 0 2508393 CAPITAL GAINS DIVIDENDS P 49905 49905 49905 49905 659 0 659 0 659 2629 0 0 0 2629 0 1970 1970 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 1 1 N/A JOSEPH LIBERMAN CPA 4103565900 10045 RED RUN BLVD STE 250 OWINGS MILLS MD 211175590 0 0 0 0 0 0 0 0 1 2021 1 0 0 0 0 0 0 0 0 0 0 0 0 JAMES A EARL 1209 RIVER CRESCENT DRIVE ANNAPOLIS MD 21401 PRES,TRES,DIR 0.50 0 0 0 SYLVIA EARL 1209 RIVER CRESCENT DRIVE ANNAPOLIS MD 21401 VP,SEC,DIR 0.50 0 0 0 NONE 0 NONE 0 0 66673614 224186 0 66897800 0 0 66897800 1003467 65894333 3294717 3294717 659 659 3294058 0 3294058 0 3294058 2791192 0 2791192 3294058 2892509 0 0 2791192 2791192 0 0 0 0 0 0 0 0 0 0 101317 3294058 0 0 0 X ANNAPOLIS GREEN PO BOX 3423 ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 2500 ANNAPOLIS OPERA 801 CHASE ST SUITE 304 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 62973 ANNAPOLIS SYMPHONY ORCHESTRA 801 CHASE ST SUITE 301 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 35000 ANNE ARUNDEL LIBRARY FOUNDATION 5 HARRY S TRUMAN PARKWAY ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 15000 ANNE ARUNDEL MEDICAL CENTER 2001 MEDICAL PARKWAY SUITE 240 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY CAPITAL 507192 ARTS COUNCIL OF ANNE ARUNDEL CNTY 2666 RIVA ROAD SUITE 150 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 20000 CHESAPEAKE ARTS CENTER 194 HAMMONDS LANE BROOKLYN PARK MD 21225 NONE PUBLIC CHARITY OPERATING 20000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 205579 CHESAPEAKE CONSERVACY 714 GIDDINGS AVENUE ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 203895 COMMUNITY FOUNDATION OF AA COUNTY 900 BESTGATE ROAD SUITE 400 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 5500 CREATING COMMUNITIES 116 SUNSET DR ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 10000 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC CHARITY OPERATING 204078 EXPLORATION SCHOOL INC 932 WASHINGTON STREET NORWOOD MA 02062 NONE PUBLIC CHARITY OPERATING 10000 FOREVER MARYLAND 2331 ROCK SPRING ROAD FOREST HILL MD 21050 NONE PUBLIC CHARITY OPERATING 43658 FOUNDRY GALLERY 2118 8TH STREET NW WASHINGTON DC 20001 NONE PUBLIC CHARITY OPERATING 25000 HAMMOND-HARWOOD HOUSE 19 MARYLAND AVE ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 25000 HISTORIC ANNAPOLIS 42 EAST STREET ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 318014 LAND TRUST ALLIANCE 1250 H STREET NW SUITE 600 WASHINGTON DC 20005 NONE PUBLIC CHARITY CONSRVATION DEFENSE CLEARINGHOUSE 8000 MARYLAND FEDERATION OF ART 18 STAIR CIR ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 15000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY DEPT OF PHYSICS ROOM 4-304 CAMBRIDGE MA 02139 NONE PUBLIC CHARITY CAPITAL 251425 SCENIC RIVERS LAND TRUST PO BOX 2008 ANNAPOLIS MD 21404 NONE PUBLIC CHARITY OPERATING 144956 SEVERN RIVER ASSOCIATION PO BOX 146 ANNAPOLIS MD 21404 NONE PUBLIC CHARITY OPERATING 25000 SEVERN RIVERKEEPER PROGRAM PO BOX 6593 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 5000 TALENT MACHINE 703 HARTFORD ROAD DAVIDSONVILLE MD 21035 NONE PUBLIC CHARITY OPERATING 10000 THE EARL FAMILY CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 NONE PUBLIC CHARITY OPERATING 100757 UNIV OF MD AT BALTIMORE 220 N ARCH ST - 14TH FL BALTIMORE MD 21201 NONE PUBLIC CHARITY OPERATING, CAPITAL & ENDOWMENT 84167 UNIVERSITY OF NEBRASKA 2285 SOUTH 67TH STREET SUITE 200 OMAHA NE 68106 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 42751 WATERSHED STEWARDS ACADEMY 975 INDIAN LANDING ROAD MILLERSVILLE MD 21108 NONE PUBLIC CHARITY OPERATING 124536 WHEELOCK COLLEGE 200 THE RIVERWAY BOSTON MA 02215 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 261211 WORLD ARTISTS EXPERIENCES PO BOX 9753 ARNOLD MD 21012 NONE PUBLIC CHARITY OPERATING 5000 2791192 0 14 638 18 49905 0 50543 0 50543 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3070 3070 0 STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A) DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: DECEMBER 15, 20222. DESCRIPTION OF PROPERTY: 6,053 SHARES OF BERKSHIRE HATHAWAY CLASS B3. BOOK VALUE OF PROPERTY: $36,469 4. METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE ON APRIL 15, 1992 - THE DATE THE PROPERTY WAS DONATED TO THE FOUNDATION.5. FAIR MARKET VALUE: $2,530,1926. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION. BERKSHIRE HATHAWAY CL B 38771 1987772 BERKSHIRE HATHAWAY INC CL A 1211025 62338558 SEQUOIA FUND 1030796 1613483 FAIR MARKET VALUE OF SECURITIES DONATED IN EXCESS OF BOOK VALUE 2484685 EXCISE TAX 60 60 0