2025-11-14T10:54:40-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 526037555 Posner-Wallace Foundation % Foundation Source POSN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Nicholas Posner Trustee 8008391754 2025-11-10 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4102574 X 0 X 4858 4858 260109 260109 188004 514413 187999 9367 8898 462338 461864 14999 14999 19378 19378 6762 262 13094 13094 381 381 36959 10367 24106 91573 30007 52580 276760 276760 368333 30007 329340 94005 431857 0 207749 242870 242870 225000 350000 225000 185000 2672597 2855953 3286119 245644 284572 383585 43000 5000 5000 3518990 3613395 4102574 0 0 X 3518990 3613395 3518990 3613395 3518990 3613395 3518990 94005 400 3613395 3613395 Publicly-traded Securities 389413 162336 227077 227077 Passthrough K1 Capital Gain/(Loss) 421 Sec 751 Gain on Sale of Ptshp Reclass -1499 NOTE - THE CONTACT FUND LLC P 2018-10-01 2024-09-30 125000 125000 PRI LOAN FORGIVENESS - CHILDRENS THEATRE 2017-09-17 2024-12-31 0 38000 -38000 -38000 187999 6003 6003 6003 4000 0 2800 6800 X 0 797 0 797 false false false false false true true false true true DC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Diana Erbsen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Melanie Markwell Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 James R Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair Emeritus 2.0 3333 0 0 Nicholas Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, CFO, Treas 3.0 3333 0 0 Stephanie Posner Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Jill Prosky Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Andrew C Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Rachel C Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Chair, Pres, Trustee 3.0 5000 0 0 Sarah Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Sec 3.0 3333 0 0 Shelby Lynn Smith Foundation Source 501 Silverside Rd Wilmington DE 198091377 Associate Trustee 1.0 0 0 0 Robert P Smith II Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 2.0 0 0 0 Robert P Smith III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 3344882 213648 630804 4189334 0 4189334 62840 4126494 206325 206325 6003 6003 200322 400 200722 200722 329340 0 0 0 0 329340 200722 60271 93854 164176 256640 139932 714873 329340 200722 128618 843491 0 60271 783220 93854 164176 256640 139932 128618 NONE X ABRAHAM FUND INITIATIVES 1460 BROADWAY NEW YORK NY 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community services 1000 CDF FIREFIGHTERS BENEVOLENT FOUNDATION 1731 J ST STE 100 SACRAMENTO CA 95811 N/A PC General & Unrestricted 400 CELTIC ARTS FOUNDATION PO BOX 1342 MOUNT VERNON WA 98273 N/A PC General & Unrestricted 400 CENTER FOR JEWISH FOOD ETHICS 533 E GIRARD AVE UNIT 612 PHILADELPHIA PA 19125 N/A PC General & Unrestricted 180 CHABAD OF RANCHO MIRAGE 72295 VIA MARTA RANCHO MIRAGE CA 92270 N/A PC General & Unrestricted 500 CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 N/A PC General & Unrestricted 400 CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVE ANNAPOLIS MD 21403 N/A PC General & Unrestricted 1000 CHILDRENS HEALTH COUNCIL INC 650 CLARK WAY PALO ALTO CA 94304 N/A PC General & Unrestricted 5000 CHILDRENS HOSPITAL 111 MICHIGAN AVE NW WASHINGTON DC 20010 N/A PC General & Unrestricted 1000 CHILDRENS HOSPITAL COLORADO 13123 E 16TH AVE AURORA CO 80045 N/A PC General & Unrestricted 400 CHILDRENS THEATRE COMPANY 526 W 26TH ST RM 1012 NEW YORK NY 10001 N/A PC Funds for Cash-flow support and staff to prepare for Charitable benefit performance of Louis Armstrong Musical and related events 15000 CHILDRENS THEATRE COMPANY 526 W 26TH ST RM 1012 NEW YORK NY 10001 N/A PC General & Unrestricted 12000 CHILDRENS THEATRE COMPANY 526 W 26TH ST RM 1012 NEW YORK NY 10001 N/A PC Talent and Career Pathways project 8000 CHOPSTICKS ALLEY ART 88 S 3RD ST STE 183 SAN JOSE CA 95113 N/A PC General & Unrestricted 400 CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST 263 W 86TH ST NEW YORK NY 10024 N/A PC Continuing support for the alignment of values & programs between SPSA and BJ 360 CITIZENS BUDGET COMMISSION INC 240 W 35TH ST STE 302 NEW YORK NY 10001 N/A PC General & Unrestricted 100 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC General & Unrestricted 1500 CITY OF DREAMS PO BOX 24037 SAN FRANCISCO CA 94124 N/A PC General & Unrestricted 400 CLARK COUNTY FOOD BANK 6502 NE 47TH AVE VANCOUVER WA 98661 N/A PC General & Unrestricted 1400 CLARK COUNTY HISTORICAL SOCIETY 1511 MAIN ST VANCOUVER WA 98660 N/A PC General & Unrestricted 250 CLEAR GLOBAL INC 9169 W STATE ST 3055 GARDEN CITY ID 83714 N/A PC General & Unrestricted 5000 CLEARWATER FREE CLINIC INC 1218 COURT ST CLEARWATER FL 33756 N/A PC General & Unrestricted 1500 CLEARWATER MARINE AQUARIUM INC 249 WINDWARD PASSAGE CLEARWATER FL 33767 N/A PC General & Unrestricted 1000 COAST GUARD FOUNDATION INC 394 TAUGWONK RD STONINGTON CT 06378 N/A PC Funds to be used for moral purposes at the USCG Station Sand Key at the direction of Chief S Crocker 1000 CODE FOR AMERICA LABS INC 972 MISSION ST 5TH FL SAN FRANCISCO CA 94103 N/A PC General & Unrestricted 400 COLORADO OUTWARD BOUND SCHOOL 3840 YORK ST STE 150 DENVER CO 80205 N/A PC General & Unrestricted 400 COMMITTEE TO PROTECT JOURNALISTS INC PO BOX 2675 NEW YORK NY 10108 N/A PC General & Unrestricted 1000 COMMUNITY FAMILY CENTERS-CENTROS FAMILIARES DE LA 7524 AVE E HOUSTON TX 77012 N/A PC General & Unrestricted 400 COMPASSION AND CHOICES PO BOX 485 ETNA NH 03750 N/A PC General & Unrestricted 1000 CONGREGATION B'NAI JESHURUN 270 WEST 89TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 2000 COURT APPOINTED SPECIAL ADVOCATES INC 48 WALL ST 11TH FL NEW YORK NY 10005 N/A PC General & Unrestricted 400 COVENANT HOUSE WASHINGTON DC 2001 MISSISSIPPI AVE SE WASHINGTON DC 20020 N/A PC Programs to support teens and youth at risk in Anacostia 1000 CRISIS ASSISTANCE CENTER 1022 MCCALL AVE CONROE TX 77301 N/A PC General & Unrestricted 5000 CROWN CENTER 8350 DELCREST DR SAINT LOUIS MO 63124 N/A PC General & Unrestricted 360 DACOR BACON HOUSE FOUNDATION 1801 F ST NW WASHINGTON DC 20006 N/A PC General & Unrestricted 300 DAWNWATCH 409 CAMINO DEL REMEDIO UNIT G SANTA BARBARA CA 93110 N/A PC General & Unrestricted 100 DC AFFORDABLE LAW FIRM 1717 K ST NW WASHINGTON DC 20006 N/A PC General & Unrestricted 1000 DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC 8 COURT ST MORRISTOWN NJ 07960 N/A PC General & Unrestricted 400 DICKINSON COLLEGE PO BOX 1773 CARLISLE PA 17013 N/A PC General & Unrestricted 500 DOE FUND INC 345 EAST 102ND ST STE 305 NEW YORK NY 10029 N/A PC General & Unrestricted 1000 DOROT INC 171 W 85TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 3000 DRISHA INSTITUTE FOR JEWISH EDUCATION INC 377 INDEPENDENCE AVE FRONT 1 BRONX NY 10463 N/A PC General & Unrestricted 1000 EAST CAROLINA UNIVERSITY FOUNDATION INC 2200 S CHARLES BLVD GREENVILLE NC 27858 N/A PC General & Unrestricted 500 ECHO HILL CAMPERSHIP FUND PO BOX 5923 BETHESDA MD 20824 N/A PC General & Unrestricted 400 EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC 1529 16TH ST NW WASHINGTON DC 20036 N/A PC JCC summer camp program for low-income residents in nearby neighborhoods 500 END OF LIFE CHOICES NEW YORK 244 5TH AVE 2010 NEW YORK NY 10001 N/A PC programs providing education and compassionate care 1000 EVERGREEN SCHOOL DISTRICT 114 FOUNDATION 13501 NE 28TH ST VANCOUVER WA 98682 N/A PC General & Unrestricted 400 FAMILY HOUSE INC 540 MISSION BAY BLVD N SAN 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FOUNDATION INC 40 WALL ST NEW YORK NY 10005 N/A PC General & Unrestricted 500 HARBOR DISH INC 690 MAIN ST 123 SAFETY HARBOR FL 34695 N/A PC General & Unrestricted 400 HARPERS PLAYGROUND 920 SW 6TH AVE STE 1300 PORTLAND OR 97204 N/A PC General & Unrestricted 1000 HEART AND SOUL CHARITABLE FUND INC 1157 LEXINGTON AVE NEW YORK NY 10075 N/A PC General & Unrestricted 300 HOLLINS UNIVERSITY CORPORATION PO BOX 9629 ROANOKE VA 24020 N/A PC General & Unrestricted 500 HOPE MISSION SOCIETY 1000 QUAIL ST STE 100 NEWPORT BEACH CA 92660 N/A PC General & Unrestricted 180 HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC 23 STATE ST OSSINING NY 10562 N/A PC In-prison programming & Re-entry housing 2000 I EARN INC 1460 BROADWAY 11TH FL NEW YORK NY 10036 N/A PC TCP--Support Collaboration Center platform on Class.com 10000 IN YOUR HANDS INC 2462 WYANDOTTE ST MOUNTAIN VIEW CA 94043 N/A PC General & Unrestricted 500 INTERNATIONAL ELEPHANT FOUNDATION PO BOX 366 AZLE TX 76098 N/A PC General & Unrestricted 400 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 N/A PC General & Unrestricted 5000 INTERNET ARCHIVE 300 FUNSTON AVE SAN FRANCISCO CA 94118 N/A PC General & Unrestricted 1000 IT HOWLS RESCUE INC 109 BUCKBERG MOUNTAIN RD TOMKINS COVE NY 10986 N/A PC General & Unrestricted 360 JAPANESE GARDEN SOCIETY OF OREGON 611 SW KINGSTON AVE PORTLAND OR 97205 N/A PC General & Unrestricted 400 JOSE LIMON DANCE FOUNDATION 466 W 152ND ST FL 2 NEW YORK NY 10031 N/A PC General & Unrestricted 360 KENYON COLLEGE 209 CHASE AVE GAMBIER OH 43022 N/A PC General & Unrestricted 500 KESHO 397 PIEDMONT RD COLUMBUS OH 43214 N/A PC Happiness Wambura's Lohada Schools Program 6500 KIDS MEALS INC 330 GARDEN OAKS BLVD HOUSTON TX 77018 N/A PC General & Unrestricted 1000 KIND MOUSE PRODUCTIONS INC 1801 16TH ST N STE B ST PETERSBURG FL 33704 N/A PC General & Unrestricted 400 KOGOOD SCHOOL OF BUSINESS ADMINISTRATION 4400 MASSACHUSETTS AVE NW WASHINGTON DC 20016 N/A PC The Stanley I Posner Prize Fund 1000 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Unrestricted 1000 THE TOMORROW FUND RI HOSPITAL CAMPUS 593 EDDY ST PROVIDENCE RI 02903 N/A PC General & Unrestricted 400 TIERRA DEL SOL FOUNDATION 9919 SUNLAND BLVD SUNLAND CA 91040 N/A PC General & Unrestricted 400 TRANSGENDER LAW CENTER PO BOX 741803 LOS ANGELES CA 90074 N/A PC General & Unrestricted 400 TREEPEOPLE INC 12601 MULHOLLAND DR BEVERLY HILLS CA 90210 N/A PC General & Unrestricted 400 TRUSTEES OF AMHERST COLLEGE PO BOX 5000 AMHERST MA 01002 N/A PC General & Unrestricted 800 TRUSTEES OF PRINCETON UNIVERSITY 100 OVERLOOK CENTER STE 300 PRINCETON NJ 08540 N/A PC Graduate Alumni Annual Giving Fund 800 TRUSTEES OF THE SMITH COLLEGE 33 ELM ST NORTHAMPTON MA 01063 N/A PC General & Unrestricted 500 U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC 2231 CRYSTAL DR STE 350 ARLINGTON VA 22202 N/A PC General & Unrestricted 500 UKRAINE FREEDOM PROJECT 1520 BELLE VIEW BLVD STE 556 ALEXANDRIA VA 22307 N/A PC General & Unrestricted 1000 UNITED METHODIST COMMITTEE ON RELIEF PO BOX 9068 NEW YORK NY 10087 N/A PC General & Unrestricted 400 UNITED POULTRY CONCERNS INC PO BOX 150 MACHIPONGO VA 23405 N/A PC General & Unrestricted 400 UNIVERSITY OF COLORADO FOUNDATION PO BOX 17126 DENVER CO 80217 N/A PC Honors Program Scholarship Fund 500 UNIVERSITY OF MISSISSIPPI FOUNDATION 406 UNIVERSITY AVE OXFORD MS 38655 N/A PC General & Unrestricted 1000 URBAN INSTITUTE 500 LENFANT PLZ SW 2ND FLOOR WASHINGTON DC 20024 N/A PC Emerging Researchers support 3000 VANCOUVER FARMERS MARKET FOUNDATION PO BOX 61638 VANCOUVER WA 98666 N/A PC General & Unrestricted 400 VANCOUVER HUMANE SOCIETY & SOCIETY FOR THE PREVENT 1100 NE 192ND AVE VANCOUVER WA 98684 N/A PC General & Unrestricted 400 VILLAGE HARVEST CORPORATION PO BOX 9231 SAN JOSE CA 95157 N/A PC General & Unrestricted 400 VOLUNTEERS IN MEDICINE CLINIC 15 NORTHRIDGE DR HILTON HEAD SC 29926 N/A PC General & Unrestricted 400 WEST SIDE HATZOLOH C/O THE JEWISH CENTER131 W 86TH ST NEW YORK NY 10024 N/A PC General & Unrestricted 1000 WHIS-PURR RESCUE 346 EL CAMINO REAL REDWOOD CITY CA 94062 N/A PC General & Unrestricted 400 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 N/A PC General & Unrestricted 400 WILD BIRD FUND INC 565 COLUMBUS AVE NEW YORK NY 10024 N/A PC General & Unrestricted 300 WOODLANDS METHODIST CHURCH FOUNDATION INC 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 N/A SO I General & Unrestricted 400 WOODLANDS METHODIST CHURCH FOUNDATION INC 2200 LAKE WOODLANDS DR THE WOODLANDS TX 77380 N/A SO I Children of the Woodlands Ministry of The Woodlands Methodist Church 400 WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON DC 20090 N/A PC General & Unrestricted 2500 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 N/A PC General & Unrestricted 400 YOSEMITE FOUNDATION 101 MONTGOMERY ST STE 2450 SAN FRANCISCO CA 94104 N/A PC General & Unrestricted 400 YOUNG ADULT INSTITUTE INC 220 EAST 42ND ST 8TH FLOOR NEW YORK NY 10017 N/A PC General & Unrestricted 500 YOUTH OPPORTUNITIES UNLIMITED INC 224 BROCK AVE NEW BEDFORD MA 02744 N/A PC General & Unrestricted 400 276760 14 4858 14 260109 525990 5 18 187999 K-1 Inc/Loss 525990 -1180 14 3889 Federal Tax Refund 01 150 Sec 751 Gain on Sale of Ptshp 525990 1499 INTEREST INCOME FROM NOTES 14 5009 324 462014 462338 false false false false false false false false false false FORM 990-PF FORM 990-PF ONE OR MORE PARTNERSHIPS HAVE PROVIDED A SCHEDULE K-3 FOR THE TAX YEAR IN WHICH THEY HAVE CHECKED ONE OR MORE OF THE BOXES IN PART I BUT NOT PROVIDED SUFFICIENT BACK-UP INFORMATION TO ALLOW THE FOUNDATION TO VERIFY WHY SUCH BOXES WERE CHECKED OR THE EXTENT TO WHICH THE CHECKING OF SUCH BOXES AFFECTS ANY ITEM ON THIS RETURN. THE FOUNDATION HAS PREPARED THIS RETURN TO THE BEST OF ITS ABILITY AND WITHOUT ANY FOREIGN FILINGS FOR SUCH PARTNERSHIPS BASED ON THE INFORMATION PROVIDED TO IT BY THESE PARTNERSHIPS AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION. AB INTL STRATEGIC EQUITIES POR 195596 249866 AB SELECT US EQUITY PORTFOLIO 134498 180554 ABBOTT LABS 2489 11311 ACCO BRANDS CORPORATION 12355 7875 AES CORP 10456 7722 ALLIANCE BERNSTEIN VALUE FUND 95185 123376 ALLIANCEBERN DISCOVERY GROWTH 51186 62312 ALLIANCEBERN DISCOVERY VALUE F 56480 61198 ALLIANCEBERN GLOBAL BOND ADV 157822 132642 ALLIANCEBERN HIGH INCOME ADVIS 174398 147303 ALLIANCEBERNSTEIN CONCENTRATED 81345 125639 ALLIANCEBERNSTEIN REAL RETURN 82420 70902 ALLY FINANCIAL INC 22884 25207 ALPHABET INC CL C 12702 21901 AMAZON COM 20607 29618 AMERICAN INVESTMENT CO OF AMER 83172 252304 AMGEN INC 11503 13032 APPLE INC 13206 25042 BERNSTEIN EMERGING MARKETS 50027 49871 BERNSTEIN INTERMEDIATE DURATIO 317472 273598 BLOOMIN BRANDS INC 10907 7326 CHEVRON CORP 19281 21726 COMCAST CORP 23225 20642 CONSTELLATION BRANDS INC 16017 15470 CROWN CASTLE INTL 12562 9076 CVS CAREMARK CORP 18820 13467 DELL TECHNOLOGIES INC CLASS C 11466 11524 DEVON ENERGY CORPORATION 9004 7364 DOMINION ENERGY INC 48896 37702 DOUBLELINE YIELD OPPORTUNITIES 20106 18996 DOW INC 19679 20065 ECOFIN SUSTAINABLE AND SOCIAL 18586 15600 ELI LILLY & CO 6866 10036 EMERSON ELECTRIC CO 9939 12393 EXXON MOBIL CORP 392 32271 GABELLI DIVIDEND & INCOME TRUS 34943 43470 GAMING AND LEISURE PROPERTIES, 17807 19264 GOLDMAN SACHS BDC INC 19435 12100 INTERNATIONAL BUSINESS MACHINE 1454 21983 ISHARES IBOXX $ INVESTMENT GRA 11336 10150 ISHARES JP MORGAN USD EM MKTS 14378 11842 IVY SCIENCE AND TECHNOLOGY 54503 101738 JOHNSON & JOHNSON 4191 32540 KAYNE ANDERSON MLP INV CO 19711 26691 KIMBERLY CLARK CORP 29055 32760 MICROSOFT CORP 24683 33720 NATIONAL RETAIL PROPERTIES INC 18788 22468 NORTHROP GRUMMAN CORP 17319 17833 NOVARTIS AG ADR 9264 19462 NVIDIA CORP 9326 11415 PALO ALTO NETWORKS INC 8045 12737 PENN TREATY AMER CP 19868 21142 PEPSICO INC 24601 26611 RAYTHEON TECHNOLOGIES CORP 7909 12151 SALESFORCE.COM 21299 33433 SANFORD C BERNSTEIN FD, INC OV 369752 310284 SANFORD C. BERNSTEIN FD, INC. 79791 70722 SHELL ADR EACH REPRESENTING 2 26660 31325 STARWOOD PROPERTY TRUST INC 14362 11370 THERMO FISHER SCIENTIFIC INC 8956 8324 UBER 8282 6937 UNILEVER PLC AMER 13566 17010 UNIT MORGAN STANLEY AI - 02/20 9030 10473 UNITEDHEALTH GROUP INC 12595 12647 VANGUARD DIVIDEND APPRECIATION 12925 26829 VANGUARD FTSE DEVELOPED MARKET 28385 32087 VANGUARD FTSE EMERGING MARKETS 26369 28098 VANGUARD SF REIT ETF 23794 25388 VANGUARD TOTAL STOCK MARKET ET 18959 41443 VISA INC 3063 4741 BROWN ADV INV 2020 - SLP VI (T 42131 56668 BROWN ADV INV 2022 - SLP VII L 9100 BROWN ADV PRIVATE EQ PTNS VII 39834 64725 BROWN ADV PRIVATE INC PTNS I T 45310 44944 BROWN ADV PRVT EQ PTNS VIII QP 77017 108634 BROWN ADVISORY INVESTORS 2020- 30034 40812 BROWN ADVISORY PE PARTNERS 11 9553 10134 BROWN ADVISORY PRIVATE EQUITY 22818 26308 ENTERPRISE PRODUCTS PARTNERS L 8775 31360 PRI - CAPITAL SISTERS INTL 5000 5000 Administrative Fees 22979 22979 Bank Charges 670 670 Indemnification Insurance 687 687 K-1 Exp BROWN ADV INV 2020 - S 871 871 K-1 Exp BROWN ADV INV 2022 - S 2001 1606 K-1 Exp BROWN ADV PRIVATE EQ P 1072 1041 K-1 Exp BROWN ADV PRIVATE INC 678 566 K-1 Exp BROWN ADV PRVT EQ PTNS 2739 2349 K-1 Exp BROWN ADVISORY INVESTO 2393 1192 K-1 Exp BROWN ADVISORY PE PART 1184 994 K-1 Exp BROWN ADVISORY PRIVATE 1241 1078 K-1 Exp ENTERPRISE PRODUCTS PA 4 Postage/Delivery Service 240 240 Website Hosting/Support 200 200 K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLL 109 109 K-1 Inc/Loss BROWN ADV INV 2022 - SLP VII LLLP 12 12 K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLL -619 -474 K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP 3443 3279 K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP 25 479 K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL AL 321 176 K-1 Inc/Loss BROWN ADVISORY PE PARTNERS 11 (Q) 141 271 K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PTNS 1 21 54 K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -744 -17 Federal Tax Refund 150 Interest Income from Notes 5009 5009 Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 1499 RETURNED GRANT 400 ROOT CAPITAL INC 125000 125000 2013-12 2026-12 INTEREST ANN; PRINCIPAL AT MATURITY 1.5 NONE INVESTMENT CASH 0 CASH 0 CASH 0 GLOBAL SUN PARTNERS 100000 100000 2010-11 2018-12 INTEREST QUART; PRINCIPAL AT MATURI 8. NONE INVESTMENT CASH 0 CASH 0 CASH 0 THE CONTACT FUND LLC 125000 0 2018-10 2024-09 INTEREST ANN; PRINCIPAL AT MATURITY 2.5 NONE INVESTMENT CASH 0 CASH 0 CASH 0 Investment Management Services 19378 19378 990-PF Estimated Tax for 2024 4000 990-PF Extension for 2023 2000 Foreign Tax Paid 262 262 State Income Tax 2023 500