2024-01-19T10:41:58-06:00 2023-06-30 411944416 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990EZ 2022-07-01 520895933 CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER CFAS 4438735245 BROWN ADVISORY 901 S BOND ST 400 BALTIMORE MD 21231 EMILY WACHTMEISTER TREASURER 4438735245 2024-01-17 1 EMILY WACHTMEISTER 999009999 0 JULIA FLANNERY P00928918 4102469300 2024-01-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X WWW.CFASOCIETY.ORG/BALTIMORE X X 171866 X 40775 125079 5813 199 171866 1500 84583 5513 68355 159951 11915 267252 15063 294230 267252 294230 267252 294230 0 0 267252 294230 X THE CFA SOCIETY BALTIMORE, INC. WAS FOUNDED IN 1948. THE CFA SOCIETY BALTIMORE, INC. WAS ESTABLISHED TO PROVIDE THE FINANCIAL COMMUNITY WITH INFORMATION AND KNOWLEDGE, WHILE ADVOCATING ETHICAL CONDUCT WITH REGARD TO INVESTMENTS AND FINANCIAL MANAGEMENT. THE BALTIMORE CFA SOCIETY, INC. ALSO SEEKS TO ENCOURAGE AND AID THE EDUCATION OF PERSONS ENGAGED IN THE INVESTMENT PROFESSION, AND TO PROVIDE MEMBERS OF THE SOCIETY WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS. THE CFA SOCIETY BALTIMORE, INC. PROVIDES THE FINANCIAL COMMUNITY WITH INFORMATION AND KNOWLEDGE, WHILE ADVOCATING ETHICAL CONDUCT WITH REGARD TO INVESTMENTS AND FINANCIAL MANAGEMENT. THE CFA SOCIETY BALTIMORE, INC. ALSO ENCOURAGES AND AIDS IN THE EDUCATION OF PERSONS ENGAGED IN THE INVESTMENT PROFESSION, AND PROVIDES MEMBERS OF THE SOCIETY WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS. 0 0 X ROBYN OSTEN EXECUTIVE DIRECTOR 20.00 82845 0 0 DAVID DONAHOO PRESIDENT 3.00 0 0 0 MICHAEL SHAW VICE PRESIDENT 1.00 0 0 0 EMILY WACHTMEISTER TREASURER 1.00 0 0 0 ELIZABETH GOODIER SECRETARY 1.00 0 0 0 NOELLE SAVAGE BOARD MEMBER 1.00 0 0 0 YINGYING SHAO BOARD MEMBER 1.00 0 0 0 MARK ADRUSIS BOARD MEMBER 1.00 0 0 0 ZACH REICHENBACH BOARD MEMBER 1.00 0 0 0 TUUGI CHULUUN BOARD MEMBER 1.00 0 0 0 VINCENT ANDERSON BOARD MEMBER 1.00 0 0 0 NICHOLAS SHEPPARD BOARD MEMBER 1.00 0 0 0 X 0 0 0 0 0 0 0 EMILY WACHTMEISTER BROWN ADVISORY 901 S BOND ST 400 BALTIMORE MD 21231 4438735245 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 5,813. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 199. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: EVENTS. AMOUNT: 55,940. DESCRIPTION: BOARD. AMOUNT: 5,637. DESCRIPTION: MARKETING. AMOUNT: 4,931. DESCRIPTION: BANK/SERVICE FEES. AMOUNT: 1,847. TOTAL TO FORM 990-EZ, LINE 16: 68,355. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: NET UNREALIZED LOSS ON INVESTMENTS. AMOUNT: 15,063. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.