2017-05-04T09:40:38-05:00 2016-12-31 521645472 Weil Akman Baylin & Coleman PA 201 West Padonia Road Suite 600 Timonium MD 210932186 990PF 2016-01-01 522232281 The Charles and Edna Levine Family FoundationInc CHAR 4104868999 3111 Hatton Road Baltimore MD 21208 charles levine Trustee 4104868999 2017-05-01 1 Jeffrey Coleman JD CPAABV CVA P00026041 4105614411 74.123.84.114 2017-05-01 17:19:24 ED P 5250D6311072AD721258C1FEB433447654803A00 9FC89E8682FAA7D825F7B8CBAE6FD7977FB8BB87 2016 2021-01-29 14:40:06Z X 401546 X X 7682 6284 5689 55389 5689 13371 11973 0 0 0 456 217 0 5189 5189 0 5645 5406 0 17000 17000 22645 5406 17000 -9274 6567 12786 14282 14282 312153 301383 387264 324939 315665 401546 0 0 X 529223 529223 0 0 -204284 -213558 324939 315665 324939 315665 324939 -9274 0 315665 0 315665 Deutsche Enhanced Commodity Strat. P 2016-04-28 2016-12-07 686 695 -9 -9 Goldman Sachs Comm Strat. P 2015-12-01 2016-04-27 19 41 -22 -22 Pimco Commodities Plus P 2015-12-01 2016-04-27 94 181 -87 -87 AMG Mangers Skyline special P 2015-08-19 2016-12-07 3337 3328 9 9 Diamond Hill Small Cap P 2015-08-19 2016-12-07 1755 1744 11 11 Emerald Growth Institutional P 2015-08-19 2016-12-07 1321 1467 -146 -146 Goldman Sachs Comm Strat. P 2015-12-01 2016-04-27 4123 8898 -4775 -4775 Harding Sachs Comm P 2015-08-19 2016-08-24 485 454 31 31 Ishares Core P 2010-02-04 2016-12-07 4950 2380 2570 2570 Ishares Russell 200 P 2010-02-04 2016-12-07 8109 3766 4343 4343 Ishares Trust Core P 2013-06-20 2016-12-07 801 783 18 18 John Hancock Disciplined P 2012-07-13 2016-12-07 5704 4139 1565 1565 MFS International P 2010-02-04 2016-08-24 5333 3317 2016 2016 Oppenheimer International growth P 2011-12-02 2016-08-24 708 514 194 194 Pimco Commodities Plus P 2015-12-01 2016-04-27 5059 9720 -4661 -4661 Principal real estate SEC P 2014-05-07 2016-08-24 5769 4863 906 906 Vanguard index FDS P 2013-06-20 2016-08-24 4135 3003 1132 1132 Vanguard Morgan Growth P 2010-02-04 2016-12-07 606 407 199 199 Capital Gains Dividends P 2395 2395 2395 5689 0 24864 404949 0.061400 22246 424830 0.052364 15000 395406 0.037936 15000 349268 0.042947 15000 360888 0.041564 0.236211 0.047242 390928 18468 66 18534 17000 131 0 131 0 131 438 438 307 0 307 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 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 383347 13534 0 396881 0 0 396881 5953 390928 19546 19546 131 131 19415 0 19415 0 19415 17000 0 17000 0 17000 19415 0 0 966 4889 5855 17000 0 0 0 17000 0 2415 2415 3440 0 0 0 0 0 0 0 3440 3440 X Ahavas Yisrael Charity Fund 3706 Clarks Lane Baltimore MD 21215 NONE 501(c)3 Provide assistance to needy families 2000 Netivot Shalom 7602 Labyrinth Rd Pikesville MD 21208 NONE Public Charity To assist religous and charitable activity 1500 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 7000 Planned Parenthood 123 William Street New York NY 10038 NONE 501(c)3 Education for women and men 2500 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. 1500 ACLU 125 Broad Street New York NY 10004 NONE 501(c)3 Protect the bill of rights, constitution and the rule of law 2500 17000 0 14 7682 18 5689 0 13371 0 13371 0 0 0 0 0 0 0 0 0 0 Corporate Securities/Mutual Funds 301383 387264 Investment Advisory fees 5189 5189 0 Foreign Taxes Paid 217 217 0 Excise Tax 239 0 0