2019-05-14T12:34:01-05:00 2018-12-31 540737372 PBMARES LLP 500 E PRATT STREET SUITE 525 BALTIMORE MD 21202 990PF 2018-01-01 522135634 The Shepard Family Private Foundation c/o DLA Piper - MS Hellauer SHEP 4105804172 6225 Smith Avenue Baltimore MD 212093600 MS Hellauer Trustee 4105804172 2019-05-09 1 Caroline A Brocato P00562724 4106596200 2019-05-09 209.10.80.132 2019-05-09 16:55:05 ED P 687D43EEC8EA308BFBD53C21D4B60FC8FADC6B37 A3C040DA082BEE02F8E11CBA59D846C1D5DCC20C 2018 2019-02-21 02:37:17Z X 7169587 X 2095795 80996 80996 -3606 12 0 2173185 80996 0 0 0 0 0 473 0 0 473 20918 418 0 0 22137 22137 0 0 43528 22555 0 473 156012 156012 199540 22555 0 156485 1973645 58441 0 636285 419729 419729 811 241 811 811 1093288 1529109 6749047 1729814 1949649 7169587 0 0 X 0 0 0 0 1729814 1949649 1729814 1949649 1729814 1949649 1729814 1973645 0 3703459 1753810 1949649 Hawthorn P 12 3618 -3606 -3606 -3606 0 0 159670 3859875 0.041367 168523 3291796 0.051195 69828 3119409 0.022385 146738 2501169 0.058668 71599 723314 0.098987 0.272602 0.054520 5533117 301666 584 302250 156485 1169 0 1169 0 1169 12463 0 0 12463 0 11294 11294 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A PNC 4102375653 Two Hopkins Plaza Baltimore MD 212012930 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Marianne Schmitt Hellauer 6225 Smith Avenue Baltimore MD 212093600 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 5137466 479101 811 5617378 0 0 5617378 84261 5533117 276656 276656 1169 1169 275487 0 275487 0 275487 156485 0 156485 0 156485 275487 0 0 11045 4883 15928 156485 0 0 0 156485 0 15928 15928 0 0 0 0 0 103074 0 0 0 X American Junior Golf Association 1980 Sports Club Drive Braselton GA 30517 N/A PC General Support 4000 Borderlands Research Institute for Natural Research Management PO Box C-21 Sul Ross State University Alpine TX 79832 N/A PC General Support 5000 Operation Walk Maryland 10807 Falls Road 467 Brooklandville MD 21022 N/A 501(c)(3) General Support 1000 Texas Public Policy Foundation 901 Congress Ave Austin TX 78701 N/A PC General Support 10000 Memorial Hermann Foundation 929 Gessner Drive Suite 2600 Houston TX 77024 N/A General Support 20000 Answer ALS PO Box 24478 New Orleans LA 70184 N/A General Support 10000 Marion School Foundation 777 South 15th Street Marion IA 52302 N/A General Support 5000 Odeon Preservation Association 122 S Moody Mason TX 76856 N/A General Support 1000 The Heritage Foundation 214 Massachusetts Ave NE Washington DC 200024999 N/A General Support 10000 National Law Enforcement Officers Memorial Fund 901 E Street NW Suite 100 Washington DC 200042025 N/A General Support 1000 United States Capitol Historical Society 200 Maryland Avenue NE Washington DC 20002 N/A General Support 5036 Walters Art Museum 600 N Charles St Baltimore MD 21201 N/A General Support 2136 American Visionary Art Museum 800 Key Highway Baltimore MD 21230 N/A General Support 2373 Guardian Angels Medical Service Dogs Inc 3251 NE 180th Ave Williston FL 32696 N/A General Support 11621 Helping Up Mission 1029 E Baltimore St Baltimore MD 21202 N/A General Support 2373 Johns Hopkins Ciccarone Center Johns Hopkins University Baltimore MD 21218 N/A General Support 10557 Jonathan's Place 6065 Duck Creek Dr Garland TX 75043 N/A General Support 5402 Maryland Food Bank 2200 Halethorpe Farms Road Baltimore MD 21227 N/A General Support 2373 National Foundation for Facial Reconstruction 333 East 30th Street Lobby Unit New York NY 10016 N/A General Support 2373 Shriners Hospitals for Children 2900 N Rocky Point Dr Tampa FL 33607 N/A General Support 5402 St Jude Children's Hospital 262 Danny Thomas Place Memphis TN 38105 N/A General Support 5402 St Paul's School for Girls 11232 Falls Road PO Box 8000 Brooklandville MD 21022 N/A General Support 5402 Baltimore Museum of Art 10 Art Museum Dr Baltimore MD 21218 N/A General Support 2373 Marine Corps - Law Enforcement Foundation 273 Columbus Ave Suite 10 Tuckahoe NY 10707 N/A General Support 21033 University of Chicago Booth School of Business 5807 S Woodlawn Ave Chicago IL 60637 N/A General Support 2783 Villalobos Rescue Center PO Box 771127 New Orleans LA 70177 N/A General Support 2373 156012 0 14 80996 18 -3606 0 77390 0 77390 0 0 0 0 0 0 0 0 0 0 X X 1 Donald and Rose Marie Shepard c/o DLA Piper 6225 Smith Ave Baltimore MD 212093600 2095795 X 1 525 shares Amazon.com; 3,260 sh Apple Inc; 1,183 sh Mastercard; 2,988 shares Nike; 3,137 sh Visa 2095795 2018-12-31 Washington Mutual 1 0 Aegon NV 113437 114367 Anadarko Petro Corp 10671 15344 Abbott Labs 4311 21699 Rockwell Automation Inc 75596 270864 Ross Stores Inc 30483 358259 Allergan Inc 123794 53999 American Express Co. 75777 160328 Apple Inc 201603 1269807 Celgene Corp 25617 58963 Comcast Corp Cl A 75082 215877 Cummins Inc 151749 200460 Dollar Tree Inc 61591 336261 Hershey Company 83233 182206 PPG Industries 43146 140055 Mastercard Inc Class A 85169 848925 Nike Inc Class B 90369 652432 Home Depot 45078 321647 Amazon.com Inc 100746 1051379 Visa Inc Class A 57347 413896 Ishares MSCI Emerging Markets 24657 20780 Ishares MSCI EAFE ETF 49652 41499 DLA Piper 473 0 0 473 FMV adjustment of stock received 1753810 Investment Fees 22137 22137 0 0 Foreign Taxes 418 418 0 0 Income Taxes - Extension 20500 0 0 0