2017-05-15T09:00:16-05:00 2016-12-31 BROWN INVESTMENT ADVISORY & TRUST 901 SOUTH BOND STREET BALTIMORE MD 21231 990PF 2016-01-01 943348069 THE WHALEN FAMILY FOUNDATION WHAL 4105375452 5866 OSTRANDER ROAD OAKLAND CA 946182040 DANIEL WHALEN PRESIDENT 4105375452 2017-05-15 true JERRY L ADAMS P01776553 4105375484 2017-05-15 199.167.232.10 P 59FBAF6E58AD218C35B84ED0CCE6343EF47DF4AD 59FBAF6E58AD218C35B84ED0CCE6343EF47DF4AD 2016 2021-01-29 14:40:06Z X 451 1 1 8 8 8 0 9 9 0 0 0 0 0 0 2 2 0 0 10 0 0 0 0 0 0 0 12 2 0 0 0 0 12 2 0 0 -3 7 0 455 451 451 0 0 0 0 455 451 451 0 X 455 451 455 451 455 451 455 -3 0 452 1 451 . PROCEEDS FROM SECURITIES LITIGATION 2016-05-17 8 8 8 8 false 30 466 0.064378 45060 352 128.011364 33375 236 141.419492 204878 12668 16.172877 347228 4578 75.847095 361.515206 72.303041 447 32319 0 32319 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false true true CA true false false false false true BROWN INVESTMENT ADVISORY 4105375452 901 S BOND ST BALTIMORE MD 21231 false false false false false false false false false false false false false false false false false false false false false DANIEL WHALEN 5866 OSTRANDER ROAD OAKLAND CA 94618 PRESIDENT 0 0 K WHALEN 5866 OSTRANDER ROAD OAKLAND CA 94618 VP SEC-TREASURER 0 0 C FESLER 5866 OSTRANDER ROAD OAKLAND CA 94618 COORDINATOR 0 0 NONE 0 NONE 0 0 454 0 454 0 0 454 7 447 22 22 0 22 0 22 0 22 0 0 0 0 0 0 0 0 22 0 2014 0 347004 204872 33367 45045 7 630295 0 0 0 0 0 0 22 22 630273 0 0 0 0 0 0 346982 283291 204872 33367 45045 7 CHRISTINE FESLER 5866 OSTRANDER ROAD OAKLAND CA 94618 4105375452 APPLY IN WRITING NO SPECIFIC FORMAT REQUIRED NO DEADLINES APPLICABLE NO RESTRICTIONS NO LIMITATIONS APPLY 14 1 18 8 9 9 false false false false false false false false false false ROUNDING 1 INVESTMENT FEES-PRIN 2 2 STATE INCOME TAXES - PRINCIPAL 10 0 0