2024-05-10T13:36:41-05:00 2023-12-31 521003788 KATZ ABOSCH 9690 DEERECO RD STE 500 TIMONIUM MD 21093 990PF 2023-01-01 522164538 THE CARSON-ETHERIDGE FOUNDATIONINC CARS 4103394694 1055 W JOPPA RD UNIT 402 TOWSON MD 21204 HARTLEY ETHERIDGE PRESIDENT 4103394694 2024-05-08 1 HARTLEY ETHERIDGE 999009999 0 AMY S HEIM CPA P00958396 4108286432 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 950829 X X 23335 23335 21150 183274 21150 44485 44485 0 0 0 266 133 133 3173 3173 0 709 0 0 4148 3306 133 52500 52500 56648 3306 52633 -12163 41179 -1 -1 9248 756 756 731449 733779 950074 740697 734534 950829 6000 0 6000 X 164473 164473 0 0 576224 564061 740697 728534 740697 734534 740697 -12163 0 728534 0 728534 1,855.288 SHARES CLEARBRIDGE INTL GROWTH I P 2022-12-22 2023-05-15 112820 100000 12820 12820 2,512.638 SHARES JANUS HENDERSON HIGH-YIELD I P 2012-11-13 2023-05-15 17664 23066 -5402 -5402 2,602.396 SHARES WESTERN ASSET CORE BD I P 2022-12-22 2023-11-28 26883 32890 -6007 -6007 566.251 SHARES METROPOLITAN WEST TOT RET BD 1 P 2022-12-22 2023-11-28 5000 6168 -1168 -1168 CAPITAL GAINS DIVIDENDS P 20907 20907 20907 21150 572 0 572 0 572 1282 0 0 0 1282 0 710 710 0 0 0 0 0 0 0 0 0 0 0 0 1 MD 1 0 0 0 0 1 N/A HARTLEY ETHERIDGE 4108890898 211 WENDOVER RD BALTIMORE MD 212181838 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARTLEY C ETHERIDGE 1055 W JOPPA RD UNIT 402 TOWSON MD 21204 PRESIDENT 1.00 0 0 0 RANDAL B ETHERIDGE III PO BOX 67 BUTLER MD 21023 VICE-PRESIDENT 1.00 0 0 0 HARTLEY E O'BRIEN 443 E MCEWEN DR OSPREY FL 34229 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 901447 13511 0 914958 0 0 914958 13724 901234 45062 45062 572 572 44490 0 44490 0 44490 52633 0 52633 44490 45184 2021 2363 0 52633 45184 2363 0 5086 0 0 0 0 0 0 0 0 39404 0 0 0 HARTLEY C ETHERIDGE HARTLEY ETHERIDGE 1055 W JOPPA RD UNIT 402 TOWSON MD 21204 4108890986 IN WRITING WITH INFORMATION DESCRIBING THE ORGANIZATION AND ITS CHARITABLE OPERATION. SEPTEMBER 30TH SCHOOLS, MUSEUMS, AND GENERAL CHARITABLE PURPOSES OCEAN CONSERVANCY 1300 19TH ST NW 8TH FLOOR WASHINGTON DC 20036 NONE 501(C)(3) GENERAL FUNDGENERAL FUND 1500 BRYN MAWR SCHOOL 109 W MELROSE AVE BALTIMORE MD 21210 NONE 501(C)(3) ANNUAL FUND 2000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 NONE 501(C)(3) GENERAL FUND 1500 CORNELL UNIVERSITY 130 E SENECA STREET SUITE 400 ITHICA NY 14850 NONE 501(C)(3) ELISABETH REAMER CARSON SCHOLARSHIP ENHANCEMENT 25000 LYNN HOUSE 4400 WEST BRADDOCK ROAD ALEXANDRIA VA 22304 NONE 501(C)(3) GENERAL PURPOSES 9000 MARYLAND SPCA 3300 FALLS RD BALTIMORE MD 21211 NONE 501(C)(3) GENERAL PURPOSES 1000 NATIONAL AUDUBON SOCIETY 2901 E BALTIMORE ST BALTIMORE MD 21224 NONE 501(C)(3) GENERAL PURPOSES 1500 SAVE OUR SOUND 4 BARNSTABLE RD HYANNIS MA 02601 NONE 501(C)(3) GENERAL FUND 1000 SUNCOAST SPORTS CLUB INC PO BOX 5849 SARASOTA FL 34277 NONE 501(C)(3) GENERAL FUND 2000 WALTERS ART MUSEUM 600 NORTH CHARLES STREET BALTIMORE MD 21201 NONE 501(C)(3) ANNUAL GIVING CAMPAIGN 6000 JOHN F KENNEDY HYANNIS MUSEUM FOUNDATION INC PO BOX 2488 HYANNIS MA 02601 NONE 501(C)(3) GENERAL FUND 1000 THE WOODS HOLE OCEANOGRAPHIC INSTITUTION (WHOI) 569 WOODS HOLE ROAD MS 14 WOODS HOLE MA 02543 NONE 501(C)(3) GENERAL FUND 1000 52500 0 14 23335 14 21150 0 44485 0 44485 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 266 133 133 DISTRIBUTION OF THE 2021 AMOUNT WAS PAID IN 2022 BUT DID NOT CLEAR UNTIL 2023 MORGAN STANLEY INVESTMENTS AT COST 733779 950074 INVESTMENT EXPENSES 3173 3173 0 TAXES 709 0 0