2026-06-17T14:20:04-05:00 2025-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990PF 2025-01-01 521645633 BALTIMORE EQUITABLE INSURANCE FOUNDATION BALT 4107271794 509 S EXETER STREET 420 BALTIMORE MD 21202 MARY HARLEE PRESIDENT & TREASURER 4107271794 2026-06-17 1 J CALVIN MARKS P01226973 9197196400 2025 2025-03-06 01:10:19Z X 11069178 X 300000 250491 250491 537327 1709480 537327 1087818 787818 2000 0 0 4554 0 0 21267 21267 0 7134 0 0 1080 149 0 36035 21416 0 555000 555000 591035 21416 555000 496783 766402 763430 389341 389341 9386906 10679837 10679837 10150336 11069178 11069178 0 0 X 10150336 11069178 10150336 11069178 10150336 11069178 10150336 496783 422059 11069178 0 11069178 AMER SPORTS P 2025-01-03 3093 1540 1553 1553 DODGE & COX STK FD P 2025-01-03 114500 114500 114500 TRP SPECTRUM INTERNATIONAL P 2025-01-03 42880 42880 42880 AGILENT TECHNOLOGY P 2025-01-24 8790 7496 1294 1294 BAKER HUGHES COMPANY P 2025-01-27 5761 3859 1902 1902 BLACKSTONE INC 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INC P 2025-11-26 13105 14044 -939 -939 ADOBE INC P 2025-11-28 13347 14387 -1040 -1040 TJX COMPANIES INC P 2025-11-28 10582 4622 5960 5960 AMERICAN INTERNATIONAL GROUP P 2025-12-19 7853 6311 1542 1542 FIRST CITIZENS BANCSHARES INC P 2025-12-19 4210 1589 2621 2621 FERGUSON ENTERPRISES P 2026-08-15 4567 3199 1368 1368 537327 10653 0 10653 0 10653 9931 0 722 0 10653 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A SHANNON PIRRUNG 4107271794 509 S EXETER STREET 420 BALTIMORE MD 21202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY B HARLEE 100 N CHARLES ST SUITE 640 BALTIMORE MD 21201 PRESIDENT & TREASURER 1.00 0 0 0 MARJORIE RODGERS CHESHIRE 1040 PARK AVENUE SUITE 300 BALTIMORE MD 21201 CHAIRMAN 1.00 0 0 0 JULIET A EURICH 1411 WINESPRING LANE TOWSON MD 21204 SECRETARY (TO 2025) 1.00 0 0 0 SHERYL B GOLDSTEIN 905 DROHOMER PLACE BALTIMORE MD 21210 DIRECTOR 1.00 0 0 0 THOMASINA L HIERS-JOHNSON 712 RESERVOIR STREET BALTIMORE MD 21217 DIRECTOR (FROM 2025) 1.00 2000 0 0 DAVID W KINKOPF 218 N CHARLES STREET BALTIMORE MD 21201 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 10203335 631311 0 10834646 0 0 10834646 162520 10672126 533606 533606 10653 10653 522953 0 522953 0 522953 555000 0 555000 522953 22733 0 0 555000 22733 0 0 522953 9314 0 0 9314 0 0 0 0 0 0 0 9314 9314 X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE SUITE 1700 CHICAGO IL 60601 PC HUMAN SERVICES 5000 BLACK WOMEN BUILD BALTIMORE PO BOX 16564 BALTIMORE MD 21217 PC STRENGTHENING NEIGHBORHOODS 50000 BON SECOURS COMMUNITY WORKS PO BOX 22503 BALTIMORE MD 21223 PC STRENGTHENING NEIGHBORHOODS 50000 CATHOLIC CHARITIES 320 CATHEDRAL ST BALTIMORE MD 21201 PC HUMAN SERVICES 60000 COMPREHENSIVE HOUSING ASSISTANCE INC 5809 PARK HEIGHTS AVENUE BALTIMORE MD 21215 PC INCREASING HOME OWNERSHIP 40000 HABITAT FOR HUMANITY OF THE CHESAPEAKE 3741 COMMERCE DR BALTIMORE MD 21227 PC STRENGTHENING NEIGHBORHOODS 75000 HEALTHY NEIGHBOHOODS- SOUTHEAST COMMUNITY DEVELOPMENT 2 E READ ST BALTIMORE MD 21202 PC STRENGTHENING NEIGHBORHOODS 25000 LIVE BALTIMORE 343 N CHARLES ST BALTIMORE MD 21201 PC INCREASING HOME OWNERSHIP 25000 MARYLAND FOOD BANK 2200 HALETHORPE FARMS ROAD BALTIMORE MD 21227 PC HUMAN SERVICES 30000 NEXT ONE UP PO BOX 22503 BALTIMORE MD 21203 PC STRENGTHENING NEIGHBORHOODS 40000 REBUILD METRO 1129 NORTH CAROLINE STREET BALTIMORE MD 21213 PC STRENGTHENING NEIGHBORHOODS 30000 SOUTHEAST COMMUNITY DEVELOPMENT CORP 3700 EASTERN AVENUE SUITE 200 BALTIMORE MD 21224 PC STRENGTHENING NEIGHBORHOODS 75000 ST AMBROSE HOUSING AID CENTER 321 EAST 25TH ST BALTIMORE MD 21218 PC STRENGTHENING NEIGHBORHOODS 50000 555000 0 14 250491 18 537327 0 787818 0 787818 4 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 BALTIMORE EQUITABLE SOCIETY 100 N CHARLES STREET STE 640 BALTIMORE MD 21202 300000 X TAX PREPARATION FEES 4554 0 0 T ROWE PRICE SPECTRUM INTL FUND FMV 1465778 1465778 BROWN ADVISORY FLEXIBLE EQUITY LARGE CAP FMV 3020412 3020412 BROWN CAPITAL INTERNATIONAL SMALL CAP FMV 441067 441067 CHANNING CAPITAL SMALL CAP VALUE FMV 552834 552834 COHEN & STEERS INSTITUTIONAL REALTY FMV 524869 524869 DODGE & COX STOCK LARGE CAP VALUE FMV 1358113 1358113 FIDELITY 500 INDEX FD-AI FMV 1149597 1149597 T ROWE PRICE TOTAL RETURN I CLASS CORE TLUS BONDS FMV 2167167 2167167 OFFICE EXPENSES 931 0 0 BANK FEES 149 149 0 CHANGE IN FAIR VALUE OF INVESTMENTS 422059 INVESTMENT CONSULTING FEES 21267 21267 0 TAXES 7134 0 0