2020-11-10T10:43:47-06:00 2019-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2019-01-01 521522573 THE HELENA FOUNDATION INC HELE 4103565900 1303 EVA GUDE DRIVE CROWNSVILLE MD 21032 JAMES A EARL PRESIDENT 4103565900 2020-07-24 1 JOSEPH A LIBERMAN CPA P00087382 4103565900 173.67.46.202 2020-07-24 11:15:53 ED P 44F26ED54B8B8D88B1165040399A7D4552DF7240 08D2E49B6E261105B65CF7B9EA12222FCC1A8E57 2019 2021-04-22 16:20:28Z X 54744445 X X 1104 1104 165703 165703 165703 166807 166807 0 0 0 2750 2200 550 2779 0 0 5529 2200 550 2577560 2577560 2583089 2200 2578110 -2416282 164607 20606 13542 13542 447718 324061 324061 2499107 2437447 54406842 2967431 2775050 54744445 0 0 X 2967431 2775050 0 0 0 0 2967431 2775050 2967431 2775050 2967431 -2416282 2223901 2775050 0 2775050 CAPITAL GAINS DIVIDENDS P 165703 165703 165703 165703 0 2452186 52858416 0.046392 2069093 47587418 0.043480 2083231 41175092 0.050594 2032147 41808956 0.048606 1805864 42630918 0.042360 0.231432 0.046286 51874241 2401051 1646 2402697 2578110 X 1646 0 1646 0 1646 4400 0 0 4400 0 2754 2754 0 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 52416520 247684 0 52664204 0 0 52664204 789963 51874241 2593712 2593712 1646 1646 2592066 0 2592066 0 2592066 2578110 0 2578110 1646 2576464 2592066 2523436 0 0 2578110 2523436 0 0 54674 0 0 0 0 0 0 0 0 2537392 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 39612 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 25000 ANNE ARUNDEL MEDICAL CENTER 2001 MEDICAL PARKWAY SUITE 240 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY CAPITAL 371687 ARTS COUNCIL OF ANNE ARUNDEL CNTY 2666 RIVA ROAD ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 20000 BALLET THEATRE OF MARYLAND 801 CHASE STREET SUITE 304 ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 20000 CHESAPEAKE ARTS CENTER 194 HAMMONDS LANE BROOKLYN PARK MD 21225 NONE PUBLIC CHARITY OPERATING 10000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 180885 CHESAPEAKE CONSERVACY 714 GIDDINGS AVENUE ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 181775 CHESAPEAKE LEGAL ALLIANCE 67 FRANKLIN ST ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 10000 COMMUNITY FOUNDATION OF AA COUNTY 914 BAY RIDGE ROAD ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 10000 COMPASS ROSE THEATRE PO BOX 21403 ANNAPOLIS MD 21403 NONE PUBLIC CHARITY OPERATING 5000 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 99901 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC CHARITY OPERATING 203449 FOREVER MARYLAND 2331 ROCK SPRING ROAD FOREST HILL MD 21050 NONE PUBLIC CHARITY OPERATING 15000 FOUNDRY GALLERY 2118 8TH STREET NW WASHINGTON DC 20001 NONE PUBLIC CHARITY OPERATING 10000 HISTORIC ANNAPOLIS 42 EAST STREET ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 206787 LAND TRUST ALLIANCE 1660 L STREET NW SUITE 1100 WASHINGTON DC 200365635 NONE PUBLIC CHARITY CONSRVATION DEFENSE CLEARINGHOUSE 10000 LIVE ARTS MARYLAND 801 CHASE ST ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 8000 MARYLAND ENVIRONMENTAL TRUST 100 COMMUNITY PLACE FIRST FLOOR CROWNSVILLE MD 21032 NONE PUBLIC CHARITY OPERATING 10000 MASSACHUSETTS INSTITUTE OF TECHNOLOGY DEPT OF PHYSICS ROOM 4-304 CAMBRIDGE MA 02139 NONE PUBLIC CHARITY CAPITAL 258204 MD HALL FOR CREATIVE ARTS 801 CHASE ST ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 5000 PASADENA THEATRE COMPANY 101 COLLEGE PARKWAY ARNOLD MD 21012 NONE PUBLIC CHARITY OPERATING 10000 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 10000 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 50518 STAIR 171 DUKE OF GLOUCESTER STREET ANNAPOLIS MD 21401 NONE PUBLIC CHARITY OPERATING 10000 TRUST FOR PUBLIC LAND 660 PENNSYLVANIA AVE SE WASHINGTON DC 20003 NONE PUBLIC CHARITY CAPITAL 236942 UNIV OF MD AT BALTIMORE 220 N ARCH ST - 14TH FL BALTIMORE MD 21201 NONE PUBLIC CHARITY OPERATING, CAPITAL & ENDOWMENT 112785 UNIV OF MINNESOTA 116 CHURCH ST SE MINNEAPOLIS MN 55455 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 40484 UNIVERSITY OF NEBRASKA 2285 SOUTH 67TH STREET SUITE 200 OMAHA NE 68106 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 40418 WATERSHED STEWARDS ACADEMY 975 INDIAN LANDING ROAD MILLERSVILLE MD 21108 NONE PUBLIC CHARITY OPERATING 60726 WHEELOCK COLLEGE 200 THE RIVERWAY BOSTON MA 02215 NONE PUBLIC CHARITY OPERATING & ENDOWMENT 201387 WORLD ARTISTS EXPERIENCES PO BOX 9753 ARNOLD MD 21012 NONE PUBLIC CHARITY OPERATING 10000 2577560 0 14 1104 14 165703 0 166807 0 166807 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2750 2200 550 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, 20192. DESCRIPTION OF PROPERTY: 10,234 SHARES OF BERKSHIRE HATHAWAY CLASS B3. BOOK VALUE OF PROPERTY: $61,6604. 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: $2,307,5626. METHOD FOR DETERMINING FAIR MARKET VALUE: HISTORICAL VALUE FROM NEW YORK STOCK EXCHANGE ON DATE OF DONATION. 12936.840 SH SEQUOIA FUND 1030796 2020581 165 SH BERKSHIRE HATHAWAY INC CL A 1400813 52167500 969 SH BERKSHIRE HATHAWAY CL B 5838 218761 FAIR MARKET VALUE OF SECURITIES DONATED IN EXCESS OF BOOK VALUE 2223901 EXCISE TAX 2779 0 0