2020-04-22T13:51:49-05:00 2019-12-31 521645472 Weil Akman Baylin & Coleman PA 201 West Padonia Rd Suite 600 Timonium MD 210932186 990PF 2019-01-01 522232281 The Charles and Edna Levine Family FoundationInc CHAR 4104868999 3111 Hatton Road Baltimore MD 21208 charles levine Trustee 4104868999 2020-04-15 1 Jeffrey Coleman JD CPAABV CVA P00026041 4105614411 2020-04-15 2019 2022-09-23 18:48:47Z X 445126 X X 8743 7021 12070 43166 12070 20813 19091 0 0 0 5693 5693 0 5693 5693 0 25500 25500 31193 5693 25500 -10380 13398 11767 10925 10925 329953 320415 434201 341720 331340 445126 0 0 X 529223 529223 0 0 -187503 -197883 341720 331340 341720 331340 341720 -10380 0 331340 0 331340 Invesco Oppenheimer Intl Growth P 2011-12-02 2019-12-09 1915 1201 714 714 Emerald Growth Institutional P 2015-08-19 2019-12-09 631 522 109 109 Loomis Sayles Growth P 2017-03-16 2019-12-09 5224 3768 1456 1456 Principal Real Estate P 2014-05-07 2019-12-09 1669 1234 435 435 Delaware Value Fund P 2018-04-26 2019-12-10 1002 967 35 35 Delaware Tax Free P 2011-06-29 2019-12-10 603 589 14 14 IShares Core P 2010-02-04 2019-12-10 8554 2917 5637 5637 IShares Russell 2000 P 2010-02-04 2019-12-10 815 299 516 516 IShares Trust Core P 2013-06-20 2019-12-10 1292 1044 248 248 Vanguard Real Estate P 2013-06-20 2019-12-10 837 548 289 289 AMG Managers Skyline Special P 2018-12-27 2019-05-10 1248 1323 -75 -75 Diamond Hill Small Cap Fund P 2019-01-01 2019-05-10 683 717 -34 -34 AMG managers Skyline Special P 2018-05-09 2019-05-10 8279 8779 -500 -500 Diamond Hill Small Cap Fund P 2018-05-09 2019-05-10 6851 7188 -337 -337 Capital Gains Dividends P 3563 3563 3563 12070 0 22271 441059 0.050494 16500 424201 0.038897 17000 390928 0.043486 24864 404949 0.061400 22246 424830 0.052364 0.246641 0.049328 426783 21052 134 21186 25500 X 134 0 134 0 134 571 0 0 571 0 437 437 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A Jeffrey M Coleman 4104868999 3111 Hatton Road Baltimore MD 21208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Richard M Levine 3 Bilu Katamon IS President/Trustee 0.00 0 0 0 Jerrold S Levine 1909 Oak Crest Drive Oakland CA 94602 Vice-President/Trustee 0.00 0 0 0 Susan Henri Levine Coleman 3111 Hatton Road Baltimore MD 21208 Secretary-Treasurer/Truste 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 422875 10407 0 433282 0 0 433282 6499 426783 21339 21339 134 134 21205 0 21205 0 21205 25500 0 25500 134 25366 21205 0 0 180 180 25500 0 0 0 21205 4295 0 0 4475 0 0 0 0 0 0 0 4475 180 4295 X ACLU 125 Broad Street New York NY 10004 NONE 501(c)3 Protect the bill of rights, constitution and the rule of law 3000 Ahavas Yisrael Charity Fund 3706 Clarks Lane Baltimore MD 21215 NONE 501(c)3 Provide assistance to needy families 2000 Alameda County Community Food Bank PO Box 2599 Oakland CA 94614 None 501(c)3 Provide food for needy people 3000 Central Fund of Israel 980 6th Ave New York NY 10018 nONE 501(c)3 Promoting charitable activities in Israel 3500 Chasday Naomy USA Friends 10101 Fondren Road Suite 400 Houston TX 10101 NONE 501(c)3 Supports sick children, orphans, families that cannot afford them, etc. 2000 Friends of the Israel 60 East 42nd Street Suite 1820 New York NY 10165 501(c)3 To offer educational, cultural, recreational,social services, programs, and facilities to support soldiers. 1200 Netivot Shalom 7602 Labyrinth Rd Pikesville MD 21208 NONE Public Charity To assist religous and charitable activity 2300 PEF - Israel Endowment Funds Inc 317 Madison Ave - Suite 607 New York NY 10017 NONE 501(c)3 Provides food & various services for needy people 5000 Planned Parenthood 123 William Street New York NY 10038 NONE 501(c)3 Education for women and men 2500 Akiva School 809 Percy Warner Blvd Nashville TN 37208 NONE 501(c)3 Serving Nashville with a nuturing educational environment that embraces the Jewish people's love of learning 1000 25500 0 14 8743 18 12070 0 20813 0 20813 0 0 0 0 0 0 0 0 0 0 Corporate Securities/Mutual Funds 320415 434201 Investment Advisory fees 5693 5693 0