2025-11-13T07:55:41-06:00 2024-12-31 830564535 FRENCH SHEPLEY & STRONG LLC 11350 MCCORMICK RD EP 3 STE 300 HUNT VALLEY MD 21031 990PF 2024-01-01 141862154 THE OSPREY FOUNDATION INC OSPR 4103377575 1 WEST PENNSYLVANIA AVE 800 TOWSON MD 21204 WILLIAM CLARKE PRESIDENT 4103377575 2025-11-13 1 0 LISA STRONG P01011712 4433918580 2025-11-13 2024 2025-03-06 01:10:19Z X 35823700 X 1000000 3830 3830 887791 887791 1467093 10758987 1467093 458389 407034 3817103 2765748 390371 0 390371 278161 0 278161 14375 0 14375 15300 0 15300 964713 554906 409807 127397 83569 18828 59921 0 59921 1850238 638475 1186763 6077046 6077046 7927284 638475 7263809 -4110181 2127273 709032 738224 738224 2600000 0 1850000 2600000 2600000 11751516 9059348 10516311 2044830 951735 693859 18168649 17188099 21236347 158530 38959 38959 34682557 30576365 35823700 94500 98538 94500 98538 X 47891637 47891637 0 0 -13303580 -17413810 34588057 30477827 34682557 30576365 34588057 -4110181 0 30477876 49 30477827 PUBLICLY TRADED SECURITIES P 9269877 8049096 1220781 1220781 PUBLICLY TRADED SECURITIES P 1205145 1242798 -37653 -37653 FROM PASSTHROUGH ENTITIES P 121157 121157 121157 WMS WASHINGTON FUND LLC P 3667 3667 3667 CAPITAL GAINS DIVIDENDS P 159141 159141 159141 1467093 29569 0 29569 0 29569 66173 0 20000 0 86173 0 56604 56604 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MD 1 0 0 0 0 1 WWW.OSPREYFDN.ORG THE ORGANIZATION 4103377575 1 WEST PENNSYLVANIA AVE 800 TOWSON MD 21204 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 WILLIAM CLARKE C/O 1 WEST PENNSYLVANIA AVE TOWSON MD 21204 PRESIDENT 10.00 0 0 0 LOUIS BOORSTIN C/O 1 WEST PENNSYLVANIA AVE TOWSON MD 21204 MANAGING DIRECTOR 40.00 390371 0 0 STEVEN SCOLARI C/O 1 WEST PENNSYLVANIA AVE TOWSON MD 21204 SEC/TREASURER 1.00 0 0 0 SUSAN DUNDON 1956 BRENTWOOD ROAD NORTHBROOK IL 60062 DIRECTOR 40.00 220004 0 0 LAUREN PATRICK 66 SPRING ST MARION MA 02738 PROGRAM OFFICER 40.00 58157 0 0 0 ARABELLA ADVISORS 1201 CONNECTICUT AVE NW WASHINGTON DC 20036 MONITOR, EVALUATE AND TRACK GRANTS 323170 WMS PARTNERS LLC 1 WEST PENNSYLVANIA AVE TOWSON MD 21204 INVESTMENT MANAGEMENT 267668 0 THE FOUNDATION PROVIDES CONTRIBUTIONS AND GRANTS TO OTHER TAX-EXEMPT ORGANIZATIONS WHICH ARE INVOLVED IN DIRECT CHARITABLE ACTIVITIES - SEE LIST OF RECIPIENTS. 0 0 38029438 724500 38959 38792897 0 0 38792897 581893 38211004 1910550 1910550 29569 2087 31656 1878894 0 1878894 0 1878894 7263809 0 7263809 1878894 0 0 2385795 1860549 2390018 6285019 4750002 17671383 7263809 0 0 0 1878894 5384915 0 0 23056298 0 0 0 0 0 0 2385795 20670503 1860549 2390018 6285019 4750002 5384915 WILLIAM CLARKE X ACUMEN FUND INC 40 WORTH STREET RM 303 NEW YORK NY 10013 PC ENERGY ACCESS FOR THE HARDEST TO REACH 250000 BURN DESIGN LAB 18850 103RD AVE SW VASHON WA 98070 PC CLEAN COOKSTOVE DEVELOPMENT 187000 CEDEPCA USA PO BOX 920243 NORCROSS GA 30010 PC BIBLICAL, THEOLOGICAL AND PASTORAL TRAINING PROGRAMS 75000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 PC WATER RESOURCES 75000 CONTAINER BASED SANITATION ALLIANCE (CBSA) 87 NEWINGTON INDUSTRIAL ESTATE LONDON UK NC: FOREIGN EXEMPT AFFORDABLE, SAFE AND DIGNIFIED SANITATION 100000 FOCUSING PHILANTHROPY INC 1637 16TH STREET SANTA MONICA CA 90404 PC WATER FOR PEOPLE RAWANDA AND CLEAN WATER FOR CLINICS AND SCHOOLS 403325 FRONTIER FINANCE SOLUTIONS BV(CARDONA) MAURITSKADE 63 AMSTERDAM NL NC: FOREIGN EXEMPT HEALTH AND GENDER BENEFITS 500000 IMA WORLD HEALTH 1730 M STREET NW 1100 WASHINGTON DC 20036 PC CLEAN COOKING 195874 INSTITUTE FOR ISLAMIC CHRISTIAN JEWISH STUDIES (ICJS) 956 DULANEY VALLEY RD TOWSON MD 21204 PC PUBLIC POLICY 25000 INTERFAITH AMERICA 141 W JACKSON BOULEVARD CHICAGO IL 60607 PC PUBLIC POLICY 200000 IRC INTERNATIONAL WATER AND SANITATION 2513 AM THE HAGUE NL NC: FOREIGN EXEMPT AGENDA FOR CHANGE, HONDURAS AND OTHER PROGRAMS 700000 JOHNS HOPKINS UNIVERSITY 6225 SMITH AVENUE BALTIMORE MD 21209 PC WATER INSTITUTE - ASSESS HOUSEHOLD WATER USE AND HEALTH OUTCOMES NAVAJO NATION 400000 ON BEING PROJECT 1619 HENNEPIN AVE SOUTH MINNEAPOLIS MN 55403 PC PUBLIC POLICY 150000 SAHA GLOBAL 151W 28TH STREET UNIT 7W NEW YORK NY 10001 PC GENERAL OPERATING SUPPORT 100000 SPLASH INTERNATIONAL 7511 GREENWOOD AVE N SEATTLE WA 98103 PC CLEAN WATER AND SANITATION 14000 UNC SCHOOL OF GLOBAL PUBLIC HEALTH PO BOX 208 CHAPEL HILL NC 27514 PC WATER INSTITUTE CONFERENCE 50000 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 PC ADVOCACY AND COMMUNICATIONS 50000 UNITED NATIONS FOUNDATION 1750 PENNSYLVANIA AVENUE NW SUITE 300 WASHINGTON DC 20006 PC CLEAN COOKING ALLIANCE 790000 UPTIME GLOBAL THREE BRDIGES WEST SUSSEX UK NC: FOREIGN EXEMPT PILOTING WATER SAFETY INCENTIVES WASH SECTOR 425000 WATER & SANITATION FOR URBAN POPULATIONS (WSUP) 124 CITY ROAD LONDON UK NC: FOREIGN EXEMPT SYSTEMS CHANGE 100000 WATERAID AMERICA INC 233 BROADWAY 2705 NEW YORK NY 10279 PC CLEAN WATER AND HYGIENE SYSTEMS CHANGE 300000 WELL FOR THE JOURNEY INC 120 W SEMINARY AVE LUTHERVILLE MD 21093 PC FAITH BASED PERSONAL DEVELOPMENT 100000 WORLD HEALTH ORGANIZATION AVENUE APPIA 20 GENEVA SZ NC: FOREIGN EXEMPT ADVOCACY AND COMMUNICATIONS 114130 SANERGY INC 28 PARK STREET NO 3 BROOKLINE MA 02446 PC CONTAINER BASED SANITATION 72717 BURN MANUFACTURING 18850 103RD AVE SW VASHON WA 98070 NC: US NON-EXEMPT CLEAN COOKSTOVE MANUFACTURING AND DISTRIBUTION 200000 JOHNS HOPKINS UNIVERSITY 6225 SMITH AVENUE BALTIMORE MD 21209 PC WATER INSTITUTE - LEGIONELLA RESEARCH 150000 JOHNS HOPKINS UNIVERSITY 6225 SMITH AVENUE BALTIMORE MD 21209 PC CONDUCT WATER SURVEY DINE HOUSEHOLDS NAVAJO NATION 350000 6077046 0 14 3830 14 887791 01 407034 18 1467093 FROM K-1: WMS INCOME OPP FUND B 900001 835 FROM K-1: MILLER'S SQUARE INVESTMENT 531120 50520 51355 2765748 0 2817103 1 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM CLARKE 13 CHESTERFIELD COURT MONKTON MD 21031 1000000 X ACCOUNTING FEES 15300 0 15300 BURN MANUFACTURING 18850 103RD AVE SW VASHON WA 98070 2024-05-10 200000 RESEARCH AND DESIGN OF COOKSTOVE TO INCLUDE A RECHARGEABLE BATTERY THAT POWERS THE PCB AND ALLOWS FOR USAGE TRACKING FUNCTIONALITIES FOR DATA COLLECTION; DASHBOARD DEVELOPMENT FOR ANALYZING USAGE DATA; PILOTING 400 TEG STOVES IN KENYA AND MALAWAI INCLUDING CREATION OF SALES AND DISTRIBUTION NETWORK TO ENSURE LAST-MILE DELIVERY AND ON-SITE INSTALLATION AND USER TRAINING; MONITOR STOVE USAGE TO GATHER USER FEEDBACK FOR PRODUCT DEVELOPMENTS 108164 NO DIVERSION OF FUNDS AUGUST 2024 THROUGH MARCH 2025 2025-08-13 HOUSEHOLDS REPORT FASTER COOKING TIMES, LOWER FUEL CONSUMPTION, AND SIGNIFICANTLY REDUCED SMOKE EXPOSURE, CONTRIBUTING TO BETTER HEALTH AND TIME SAVINGS. DATA INDICATES 30% PLUS FIREWOOD SAVINGS PER HOUSEHOLD. LOCAL AGENT RECRUITMENT HAS STRENGTHENED GENDER INCLUSION WITH INCREASED PARTICIPATION OF WOMEN AND EXPANDED YOUTH EMPLOYMENT IN STOVE SALES AND DISTRIBUTION. THE PROJECT HAS STIMULATED COMMUNITY AND MARKET INTEREST IN HYBRID ENERGY STOVE MODELS, CREATING PATHWAYS FOR FUTURE INNOVATION AND SCALE. CORBYN INVESTMENTS BOND ACCOUNT 951735 693859 STOCKS AND MUTUAL FUNDS SCHWAB 9059348 10516311 AG CS HOLDINGS FUND II LP AT COST 587045 637084 AG CS HOLDINGS FUND LP AT COST 279459 323612 CAMPBELL ABSOLUTE RETURN FUND LLC AT COST 1568763 1568147 CR MT PLEASANT CO-INVEST LP AT COST 878070 1415282 CR OPPORTUNISTIC RETAIL FUND I AT COST 687727 750800 FPA WHITEHAWK III ONSHORE FUND AT COST 501303 403193 GOLUB CAPITAL PARTNERS GEMS AT COST 471515 594227 KAWISAFI VENTURES LTD AT COST 747539 861054 MAP HERITAGE FUND, LP AT COST 585369 379048 PANCO STRATEGIC REAL ESTATE FUND IV-R LP AT COST 966440 2323717 PANCO STRATEGIC REAL ESTATE FUND V-R AT COST 959872 937771 PERCEPTIVE CREDIT OPPOR FUND III LP AT COST 377196 387733 PERCEPTIVE CREDIT OPPOR FUND IV LP AT COST 560664 547195 PERIMETER CONSULTING SERVICES COLLECTIVE AT COST 37379 37379 PROOF FUND II LP AT COST 611114 877222 RESTAURANT PRODUCE AND SERVICES COLLECTIVE AT COST 113170 113170 ROCK SPRINGS CAPITAL FUND LP AT COST 1000000 1528173 SPARK + AFRICA FUND SCSP AT COST 436000 436000 STEPSTONE VC SECONDARIES FUND IV LP AT COST 905417 1243320 STEPSTONE VC SECONDARIES FUND V LP AT COST 868866 1072147 STEPSTONE VC SPV (AV IV) LP AT COST 524268 841759 STERLING CUTTER COLLECTIVE VEHICLE, LP AT COST 100928 100928 STERLING INVESTMENT PARTNERS IV AT COST 86507 415094 STERLING PURE COLLECTIVE VEHICLE LP AT COST 100357 100357 STRUCTURED SETTLEMENTS AT COST 1640998 1643425 WATERCREDIT INVEST FUND 3 LP AT COST 1215581 1196446 WMS FUNDS AT COST 376552 502064 LEGAL FEES 14375 0 14375 FOREIGN TAX WITHOLDINGS RECOVERABLE 60456 0 0 DISTRIBUTIONS RECEIVABLE 25314 38959 38959 SALES PROCEEDS RECEIVABLE 72760 0 0 NON DEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 49 INFORMATION TECHNOLOGY 22507 0 22507 INSURANCE 675 0 675 PAYROLL PROCESSING FEES 6084 0 6084 MEMBERSHIP DUES 8160 0 8160 OFFICE AND ADMINISTRATIVE EXPENSES 22495 0 22495 ORDINARY INCOME FROM PASSTHROUGH ENTITIES 300416 300416 300416 AG CREDIT SOLUTIONS IIA - PFIC INCOME 45564 45564 45564 PFIC INCOME FROM GEM 5 61054 61054 61054 FROM K-1: WMS INCOME OPP FUND B 835 835 FROM K-1: MILLER'S SQUARE INVESTMENT 50520 50520 MILLERS SQUARE DEFICIT CAPITAL 94500 98538 AZURE SOURCE CAPITAL NONE 250000 500000 2023-08 2028-03 INTEREST ONLY 3.000000000000 NONE UPGRADE AND EXPAND WATER SERVICES IN UNDERSERVED COMMUNITIES IN EL SALVADOR NONE 0 WORKING CAPITAL FOR COMMUNITY NEEDS NONE 500000 500000 2012-07 2025-07 INTEREST ONLY 3.500000000000 NONE ACCESS TO CAPITAL LOW-INCOME ENTREPRENEURS IN LATIN AMERICA NONE 0 PRO MUJER INC NONE 600000 600000 2022-12 2027-12 INTEREST ONLY 3.000000000000 NONE ADVANCEMENT OF WOMEN IN LATIN AMERICA NONE 0 VITA GREEN IMPACT PROGRAMME NONE 500000 500000 2023-03 2028-03 INTEREST ONLY 6.500000000000 NONE SUSTAINABLE ENERGY,WATER & FORESTY SOLUTIONS AFRICA 0 SANERGY INC NONE 500000 500000 2024-10 2027-10 INTEREST ONLY 3.000000000000 NONE DEVELOPMENT OF AGRICULTURAL PRODUCTS USING A CIRCULAR APPROACH TO RECYCLING 0 INVESTMENT FEES WMS PARTNERS 267668 267668 0 PHILANTHROPIC CONSULTING ARABELLA ADVISORS 323170 0 323170 INVESTMENT FEES CORBYN 7559 7559 0 PORTFOLIO DEDUCTIONS PASSTHROUGH ENTITIES 279679 279679 0 PHILANTHROPIC CONSULTING AQUACONSULT LTD 21800 0 21800 PHILANTHROPIC CONSULTING FRONTIER FINANCE 35000 0 35000 CONSULTING OTHER 29837 0 29837 FOREIGN TAXES 83569 83569 0 PAYROLL TAXES 18828 0 18828 EXCISE TAXES 25000 0 0