2026-08-04T13:30:10-05:00 2025-12-31 510229493 BARBACANE THORNTON & COMPANY LLP 503 CARR ROAD SUITE 100 WILMINGTON DE 19809 990PF 2025-01-01 526047536 THE CARL M FREEMAN FOUNDATION INC CARL 3025516743 31255 AMERICANA PARKWAY SELBYVILLE DE 19975 MICHELLE FREEMAN CHAIR & PRESIDENT 3026548500 2026-08-04 1 JEFFREY A KOWALCZYK CPA P01563311 3024788940 2025 2025-03-06 01:10:19Z X 116131534 X X 18917 18917 18917 1338715 1338715 1338715 1716831 1541678 1716831 1716831 3429729 20517892 3429729 6257 0 6257 6510449 6329039 3080720 339673 50951 0 288722 132960 19944 0 113016 15011 2019 0 12992 17693 0 0 17693 28400 0 0 28400 89000 80101 0 8899 126356 126356 0 0 158769 0 0 147505 0 0 147505 21315 0 0 21315 145689 82621 0 60068 1222371 361992 0 698610 5178369 5178369 6400740 361992 0 5876979 109709 5967047 3080720 1188101 760196 760196 64808 37145 37145 10887229 8019906 8019906 48221031 53245231 53245231 7307704 7704164 7704164 27473482 28131593 27473482 27473482 14239419 15505759 15505759 4065828 680177 4097716 3385651 3385651 114137601 116131534 116131534 144 3828 144 3828 X 114137457 116127706 114137457 116127706 114137601 116131534 114137457 109709 1880540 116127706 0 116127706 PUBLICLY TRADED SECURITIES P 2024-12-31 2025-12-31 20462076 17088163 3373913 3373913 CAPITAL GAIN DISTRIBUTIONS P 2024-12-31 2025-12-31 55816 55816 55816 3429729 3429729 82942 0 82942 0 82942 105234 0 0 0 105234 0 22292 22292 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE MD 1 0 0 0 0 1 WWW.CARLFREEMANFOUNDATION.ORG PATTI GRIMES 3026548500 31255 AMERICANA PARKWAY SELBYVILLE DE 19975 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINE A SHREVE 31255 AMERICAN PARKWAY SELBYVILLE DE 19975 TRUSTEE 4.00 0 0 0 MICHELLE L FREEMAN 31255 AMERICAN PARKWAY SELBYVILLE DE 19975 CHAIR/PRESIDENT 14.00 142491 0 8519 NICHOLAS FREEMAN 31255 AMERICAN PARKWAY SELBYVILLE DE 19975 SECRETARY/DIRECTOR 4.00 0 0 0 PATTI GRIMES 31255 AMERICAN PARKWAY SELBYVILLE DE 19975 EXECUTIVE DIRECTOR 20.00 141643 4127 5781 NONE 0 CHEVY CHASE BANK 7501 WISCONSIN AVE 1500W BETHESDA MD 20814 INVESTMENT FEES 125209 WEALTHSPIRE ADVISORY ONE PRESERVE PARKWAY 610 ROCKVILLE MD 20852 INVESTMENT FEES 106154 CITIBANK 480 WASHINGTON BLVD FLOOR 15 JERSEY CITY NJ 07310 INVESTMENT FEES 83069 JP MORGAN 875 15TH ST NW 10TH FLOOR WASHINGTON DC 20005 INVESTMENT FEES 82775 0 0 71938146 760196 39159200 111857542 0 0 111857542 1677863 110179679 5508984 5508984 82942 2859 85801 5423183 0 5423183 0 5423183 5876979 0 5876979 5423183 0 0 551198 921769 1570299 3043266 5876979 0 0 0 5423183 453796 0 0 3497062 0 0 0 0 0 0 551198 2945864 921769 1570299 453796 PATTI GRIMES 31255 AMERICANA PARKWAY SELBYVILLE DE 19975 3026548500 THE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE. DEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE. THE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. AWARDS ARE NOT MADE TO: INDIVIDUALS, POLITICAL ASSOCIATIONS ORCANDIDATES. AWARDS ARE NOT MADE TO ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS, ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE RELIGION, DISABILITY OR NATIONAL ORIGIN. AMERICAN HEART ASSOCIATION 4217 PARK PL CT GLEN ALLEN VA 23060 NONE PC HEALTH 16500 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC SOCIAL SERVICES 10000 ATHLETES FOR HOPE 4801 HAMPDEN AVE UNIT 104 BETHESDA MD 20814 NONE PC SOCIAL SERVICES 25000 LEVINE SCHOOL OF MUSIC 2801 UPTON STREET NW WASHINGTON DC 20008 NONE PC ARTS 10000 LYME DISEASE ASSOCIATION OF DE PO BOX 5360 SALISBURY MD 21802 NONE PC HEALTH 2500 BENDER JCC OF GREATER WASHINGTON 6125 MONTROSE ROAD ROCKVILLE MD 20852 NONE PC EDUCATION 15000 BOYS & GIRLS CLUB OF DELAWARE 669 S UNION STREET WILMINGTON DE 19805 NONE PC SOCIAL SERVICES 6000 BUILDING BRIDGES ACROSS THE RIVER 1901 MISSISSIPPI AVE SE SUITE 101 WASHINGTON DC 20020 NONE PC ARTS 3750 THE WASHINGTON BALLET 3515 WISCONSIN AVENUE NW WASHINGTON DC 20016 NONE PC ARTS 15000 NATL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVENUE WASHINGTON DC 20005 NONE PC ARTS 10000 CATHOLIC COALITION FOR SPECIAL EDUCATION 3750 UNIVERSITY BOULEVARD W SUITE 203 KENSINGTON MD 20895 NONE PC EDUCATION 2500 CELEBRATE WELLNESS 19406 COASTAL HIGHWAY REHOBOTH BEACH DE 19971 NONE PC SOCIAL SERVICES 5000 DC SCORES 1140 CONNECTICUT AVE NW SUITE 1200 WASHINGTON DC 20036 NONE PC SOCIAL SERVICES 21740 COLORECTAL CANCER ALLIANCE 1025 VERMONT AVE NW SUITE 1066 WASHINGTON DC 20005 NONE PC HEALTH 10000 CROHN'S & COLITIS FOUNDATION 2202 18TH ST NW 116 WASHINGTON DC 20009 NONE PC SOCIAL SERVICES 15000 DELAWARE BREAST CANCER COALITION INC 100 W 10TH STREET SUITE 209 WILMINGTON DE 19801 NONE PC HEALTH 4000 DELAWARE CENTER FOR THE INLAND BAYS 39375 INLET RD REHOBOTH BEACH DE 19971 NONE PC ENVIRONMENT 10000 MIDDLEBURG FILM FESTIVAL 300 W WASHINGTON ST MIDDLEBURG VA 20117 NONE PC ARTS 15000 MARCH ON WASHINGTON FILM FESTIVAL 525 9TH ST NW 7TH FLOOR WASHINGTON DC 20004 NONE PC ARTS 10000 DELMARVA WHISKEY CLUB CHARITABLE FDN PO BOX 1175 SELBYVILLE DE 19975 NONE PC SOCIAL SERVICES 6000 SOUTHERN DELAWARE ALLIANCE AGAINST RACIAL INJUSTICE PO BOX 306 LEWES DE 19958 NONE PC SOCIAL SERVICES 4000 GOOD PROJECTS 996 MAINE AVENUE SW 208 WASHINGTON DC 20024 NONE PC SOCIAL SERVICES 12500 FIRST TEE GREATER WASHINGTON DC 2020 PENNSYLVANIA AVE NW 106 WASHINGTON DC 20006 NONE PC SOCIAL SERVICES 10000 FOOD BANK OF DELAWARE 102 DE VETERANS BLVD MILFORD DE 19963 NONE PC SOCIAL SERVICES 21500 THURGOOD MARSHALL COLLEGE FUND 901 F STREET NW SUITE 700 WASHINGTON DC 20004 NONE PC EDUCATION 15000 FRIENDS OF VOLTA PARK INC 3149 16TH STREET NW WASHINGTON DC 20016 NONE PC ENVIRONMENT 3000 GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 NONE PC EDUCATION 28000 HARRY K FOUNDATION 313 SOUTH BOARDWALK REHOBOTH BEACH DE 19971 NONE PC SOCIAL SERVICES 5000 DELAWARE STATE UNIVERSITY FOUNDATION INC 200 N DUPONT HWY DOVER DE 19901 NONE PC EDUCATION 5000 JAMES BEARD FOUNDATION 167 WEST 12THE STREET NEW YORK NY 10011 NONE PC EDUCATION 55000 JEWISH FEDERATION OF GREATER WASHINGTON (BENDER JCC) 6101 EXECUTIVE BLVD 100 NORTH BETHESDA MD 20852 NONE PC SOCIAL SERVICES 15000 JOSHUA M FREEMAN FOUNDATION 31255 AMERICANA PARKWAY SELBYVILLE DE 19975 NONE PC ARTS - JMFF 3516310 MID-ATLANTIC SYMPHONY ORCHESTRA PO BOX 3381 EASTON MD 21601 NONE PC ARTS 3500 WRESTLING TO BEAT THE STREETS 429 LENFANT PLAZA SW WASHINGTON DC 20024 NONE PC SOCIAL SERVICES 15000 MONTGOMERY CO BEEF 4-H CLUB 14680 GOOD HOPE ROAD SILVER SPRING MD 20905 NONE PC SOCIAL SERVICES 59324 OLNEY HELP PO BOX 430 OLNEY MD 20830 NONE PC SOCIAL SERVICES 10000 COVENANT HOUSE WASHINGTON 2001 MISSISSIPPI AVE SE WASHINGTON DC 20020 NONE PC SOCIAL SERVICES 10000 NOURISH NOW 405 E GUDE DRIVE SUITE 211 ROCKVILLE MD 20850 NONE PC SOCIAL SERVICES 10000 BREAD FOR THE CITY 1525 7TH ST NW WASHINGTON DC 20001 NONE PC SOCIAL SERVICES 10000 SUSSEX LAND FOUNDATION PO BOX 372 LEWES DE 19958 NONE PC ENVIRONMENT 10000 THE VIVA SCHOOL 1923 VERMONT AVE NW SUITE T002 WASHINGTON DC 20001 NONE PC EDUCATION 15000 UNIVERSITY SYSTEM OF MARYLAND FOUNDATION 9631 GUDELSKY DRIVE ROCKVILLE MD 20850 NONE PC ARTS 15000 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC ARTS 20000 PANCREATIC CANCER ACTION NETWORK 2101 ROSECRANS AVE SUITE 3200 EL SEGUNDO CA 90245 NONE PC HEALTH 5000 THE ARC 2 S AUGUSTINE ST B WILMINGTON DE 19804 NONE PC SOCIAL SERVICES 10000 WASHINGTON PROJECT FOR THE ARTS 1350 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 NONE PC ARTS 5000 SHAKESPEARE THEATER 4 POPLAR ST WILMINGTON DE 19801 NONE PC ARTS 10000 SAINT MARK'S HIGH SCHOOL 2501 PIKE CREEK ROAD WILMINGTON DE 19808 NONE PC EDUCATION 20000 DELAWARE ART MUSEUM 2301 KENTMERE PARKWAY WILMINGTON DE 19806 NONE PC ARTS 20000 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27106 NONE PC EDUCATION 25000 GREATER WASHINGTON COMMUNITY FOUNDATION 1750 H ST NW SUITE 800 WASHINGTON DC 20006 NONE PC SOCIAL SERVICES 35000 DTCC 21179 COLLEGE DR GEORGETOWN DE 19947 NONE PC EDUCATION 15000 MONTGOMERY COUNTY COMM COLLEGE 340 DEKALB PIKE BLUE BELL PA 19422 NONE PC EDUCATION 10000 SCOTLAND AME ZION CHURCH 10902 SEVEN LOCKS ROAD POTOMAC MD 20854 NONE PC SOCIAL SERVICES 125000 OLNEY THEATER 2001 OLNEY SANDY SPRING RD OLNEY MD 20832 NONE PC ARTS 25000 SUSSEX LITTLE LEAGUE 34476 PYLE CENTER ROAD FRANKFORD DE 19945 NONE PC SOCIAL SERVICES 20000 COMMUNITY FOUNDATION OF EASTERN SHORE 1324 BELMONT AVE STE 401 SALISBURY MD 21804 NONE PC SOCIAL SERVICES 25000 FACES OF MONTGOMERY CO 4910 MACON RD ROCKVILLE MD 20852 NONE PC SOCIAL SERVICES 152500 FACES OF SUSSEX CO 9 CHESTNUT ST GEORGETOWN DE 19947 NONE PC SOCIAL SERVICES 107500 CROSSROADS COMMUNITY FOOD NETWORK 5013 BALTIMORE AVE HYATTSVILLE MD 20781 NONE PC SOCIAL SERVICES 5000 HOLY CROSS HEALTH FOUNDATION 1500 FOREST GLEN RD SILVER SPRING MD 20910 NONE PC SOCIAL SERVICES 5000 4701124 JAMES BEARD FOUNDATION 167 WEST 12TH STREET NEW YORK NY 10011 NONE PC EDUCATION 60000 60000 14 18917 14 1338715 14 1716831 18 3429729 OTHER INCOME 01 6257 0 6510449 0 6510449 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 28400 0 0 28400 CORPORATE BONDS 7234351 7234351 MORTGAGE-BACKED SECURITIES 349712 349712 INTERNATIONAL FIXED INCOME SECURITIES 120101 120101 COMMON STOCK 18571931 18571931 FIXED INCOME MUTUAL FUNDS AND ETFS 8459246 8459246 EQUITY MUTUAL FUNDS AND ETFS 25173382 25173382 COMMODITY ETFS 1040672 1040672 6177066 6177066 1842840 1842840 HEDGE FUNDS FMV 347435 347435 LIMITED PARTNERSHIPS FMV 284231 284231 LPRIVATELY HELD STOCK FMV 5824364 5824364 PRIVATE EQUITY FUNDS FMV 5328867 5328867 REAL ESTATE INVESTMENT TRUSTS FMV 63798 63798 LIFE INSURANCE FMV 3657064 3657064 LEGAL 17693 0 0 17693 OTHER EXPENSES 145689 82621 0 60068 OTHER INCOME 6257 6257 UNREALIZED GAINS ON INESTMENTS 1880540 OTHER 89000 80101 0 8899 EXCISE TAXES 126356 126356 0 0