2021-11-08T09:55:57-06:00 2020-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2020-01-01 521522573 THE HELENA FOUNDATION INC HELE 4103565900 1303 EVA GUDE DRIVE CROWNSVILLE MD 21032 JAMES A EARL PRESIDENT 4103565900 2021-11-03 1 JAMES EARL 999009999 JOSEPH A LIBERMAN CPA P00087382 4103565900 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 53501109 X X 65 65 296296 296296 296296 296361 296361 0 0 0 2600 2080 520 92 0 92 2692 2080 612 2624986 2624986 2627678 2080 2625598 -2331317 294281 13542 17144 17144 324061 297127 297127 2437447 2376094 53186838 2775050 2690365 53501109 0 0 X 2775050 2690365 0 0 0 0 2775050 2690365 2775050 2690365 2775050 -2331317 2246632 2690365 0 2690365 CAPITAL GAINS DIVIDENDS P 296296 296296 296296 296296 4091 0 4091 0 4091 2754 0 0 0 2754 0 1337 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A JOSEPH LIBERMAN CPA 4103565900 10045 RED RUN BLVD STE 250 OWINGS MILLS MD 211175590 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES A EARL PO BOX 625 CROWNSVILLE MD 210320625 PRES,TRES,DIR 0.50 0 0 0 SYLVIA EARL PO BOX 625 CROWNSVILLE MD 210320625 VP,SEC,DIR 0.50 0 0 0 NONE 0 NONE 0 0 48989768 162710 0 49152478 0 0 49152478 737287 48415191 2420760 2420760 4091 4091 2416669 0 2416669 0 2416669 2625598 0 2625598 0 2625598 2416669 2537392 0 0 2625598 2537392 0 0 88206 0 0 0 0 0 0 0 0 2328463 0 0 0 X ANNAPOLIS GREEN PO BOX 3376 ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATINGOPERATING 2000 ANNAPOLIS OPERA 801 CHASE ST SUITE 304 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 49947 ANNAPOLIS SYMPHONY ORCHESTRA 801 CHASE ST SUITE 301 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 25000 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 429114 ARTS COUNCIL OF ANNE ARUNDEL CNTY 2666 RIVA ROAD ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 20000 CHESAPEAKE ARTS CENTER 194 HAMMONDS LANE BROOKLYN PARK MD 21225 NONE PUBLIC CHARITY OPERATING 15000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 208319 CHESAPEAKE CONSERVACY 714 GIDDINGS AVENUE ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 208319 CHESAPEAKE LEGAL ALLIANCE 67 FRANKLIN ST ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 5000 COMMUNITY FOUNDATION OF AA COUNTY 914 BAY RIDGE ROAD ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 10000 CREATING COMMUNITIES 139 JEFFERSON ST ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 10000 EASTERN SHORE LAND CONSERVANCY PO BOX 169 QUEENSTOWN MD 21658 NONE PUBLIC CHARITY OPERATING 101130 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC CHARITY OPERATING 205599 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 20000 FOUNDRY GALLERY 2118 8TH STREET NW WASHINGTON DC 20001 NONE PUBLIC CHARITY OPERATING 20000 HISTORIC ANNAPOLIS 42 EAST STREET ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 252597 LAND TRUST ALLIANCE 1660 L STREET NW SUITE 1100 WASHINGTON DC 200365635 NONE PUBLIC CHARITY CONSRVATION DEFENSE CLEARINGHOUSE 5000 LIVE ARTS MARYLAND 801 CHASE ST ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 5000 MARYLAND FEDERATION OF ART 18 STAIR CIR ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 10000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY DEPT OF PHYSICS ROOM 4-304 CAMBRIDGE MA 02139 NONE PUBLIC CHARITY CAPITAL 250262 PASADENA THEATRE COMPANY 101 COLLEGE PARKWAY ARNOLD MD 21012 NONE PUBLIC CHARITY OPERATING 7000 SCENIC RIVERS LAND TRUST PO BOX 2008 ANNAPOLIS MD 21404 NONE PUBLIC CHARITY OPERATING 22000 SEEDS 4 SUCCESS 921-B CHESAPEAKE AVE ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 7000 SEVERN RIVER ASSOCIATION PO BOX 146 ANNAPOLIS MD 21404 NONE PUBLIC CHARITY OPERATING 20000 SEVERN RIVERKEEPER PROGRAM 329 RIVERVIEW TRAIL ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 15000 ST JOHNS COLLEGE PO BOX 2800 ANNAPOLIS MD 21404 NONE PUBLIC CHARITY OPERATING 30000 STAIR 171 DUKE OF GLOUCESTER STREET ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 7000 TALENT MACHINE 535 MAYO ROAD EDGEWATER MD 21037 NONE PUBLIC CHARITY OPERATING 10000 TRUST FOR PUBLIC LAND 660 PENNSYLVANIA AVE SE WASHINGTON DC 20003 NONE PUBLIC CHARITY CAPITAL 198635 UNIV OF MD AT BALTIMORE 220 N ARCH ST - 14TH FL BALTIMORE MD 21201 NONE PUBLIC CHARITY OPERATING, CAPITAL & ENDOWMENT 59887 UNIV OF MINNESOTA 116 CHURCH ST SE MINNEAPOLIS MN 55455 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 40373 UNIVERSITY OF NEBRASKA 2285 SOUTH 67TH STREET SUITE 200 OMAHA NE 68106 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 41051 WATERSHED STEWARDS ACADEMY 975 INDIAN LANDING ROAD MILLERSVILLE MD 21108 NONE PUBLIC CHARITY OPERATING 81008 WHEELOCK COLLEGE 200 THE RIVERWAY BOSTON MA 02215 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 201745 WORLD ARTISTS EXPERIENCES PO BOX 9753 ARNOLD MD 21012 NONE PUBLIC CHARITY OPERATING 7000 2624986 0 14 65 14 296296 0 296361 0 296361 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2600 2080 520 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, 20202. DESCRIPTION OF PROPERTY: 10,183 SHARES OF BERKSHIRE HATHAWAY CLASS B3. BOOK VALUE OF PROPERTY: $61,3534. 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: $2,307,9856. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION. SEQUOIA FUND 1030796 2166555 BERKSHIRE HATHAWAY INC CL A 1337550 50728965 BERKSHIRE HATHAWAY CL B 7748 291318 POSTAGE 92 0 92 FAIR MARKET VALUE OF SECURITIES DONATED IN EXCESS OF BOOK VALUE 2246632