2024-06-20T12:57:42-05:00 2023-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2023-01-01 161643939 THE MHE FOUNDATION INC MHEF 4102669423 39 POPLAR POINT ROAD EDGEWATER MD 21037 MATTHEW A EARL PRESIDENT 4102669423 2024-05-23 1 MATTHEW EARL 999009999 0 JOSEPH A LIBERMAN CPA P00087382 4103565900 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 28876748 X 1330140 143 143 15457 219360 101422 1345740 101565 0 0 0 1500 750 750 1000 0 0 2500 750 750 1198078 1198078 1200578 750 1198828 145162 100815 8855 5582 5582 1725619 21877129 28419085 0 359755 452081 1734474 22242466 28876748 0 0 X 0 0 0 0 1734474 22242466 1734474 22242466 1734474 22242466 1734474 145162 20362830 22242466 0 22242466 PUBLICLY TRADED SECURITITES P 2023-03-21 2023-12-31 219360 117938 101422 101422 101422 1401 0 1401 0 1401 686 0 1500 0 2186 9 776 776 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A THE FOUNDATION 4102669423 39 POPLAR POINT ROAD EDGEWATER MD 21037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW A EARL PO BOX 231 CROWNSVILLE MD 210320231 PRESIDENT AND TREASURER 1.00 0 0 0 DIANE K MCBEE PO BOX 231 CROWNSVILLE MD 210320231 VICE-PRESIDENT & SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 23237330 44685 0 23282015 0 0 23282015 349230 22932785 1146639 1146639 1401 1401 1145238 0 1145238 0 1145238 1198828 0 1198828 1145238 25059 0 0 1198828 25059 0 0 1145238 28531 0 0 28531 0 0 0 0 0 0 0 28531 28531 X ANNAPOLIS HOPE FOUNDATION 710 RIDGELY AVE ANNAPOLIS MD 21401 PUBLIC CHARITY UNRESTRICTED 1000 AAC LIBRARY FOUNDATION 5 TRUMAN PARKWAY ANNAPOLIS MD 21401 PUBLIC CHARITY EDUCATION 20000 ARCHBISIHOP SPALDING HIGH SCHOOL 8080 NEW CUT RD SEVERN MD 21144 PRIVATE SCHOOL EDUCATION 52203 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 PUBLIC CHARITY NATURE CONSERVATION 10000 CHESAPEAKE CONSERVANCY 716 GIDDINGS AVE SUITE 42 ANNAPOLIS MD 21403 PUBLIC CHARITY EDUCATION & CONSERVATION 201100 CHILDREN'S TUMOR FOUNDATION 120 WALL STREET 16TH FLOOR NEW YORK NY 10005 PUBLIC CHARITY UNRESTRICTED 10000 HISTORIC ANNAPOLIS 18 PINKNEY STREET ANNAPOLIS MD 21401 PUBLIC CHARITY UNRESTRICTED 138006 JOHNS HOPKINS 3400 N CHARLES STREET BALTIMORE MD 21218 PUBLIC CHARITY UNRESTRICTED 51811 MARYLAND HALL 801 CHASE STREET ANNAPOLIS MD 21401 PUBLIC CHARITY UNRESTRICTED 25000 MOUNT SAINT JOSEPH HIGH SCHOOL 4403 FREDERICK AVENUE BALTIMORE MD 21229 PRIVATE SCHOOL EDUCATION 503958 THE LIGHT HOUSE 10 HUDSON STREET ANNAPOLIS MD 21401 PUBLIC CHARITY UNRESTRICTED 20000 THE TALENT MACHINE COMPANY INC 703 HARTFORD ROAD DAVIDSONVILLE MD 21035 PUBLIC CHARITY UNRESTRICTED 20000 ESPERANZA EN ESCANTE 3700 S CALLE POLAR TUCSON AZ 85730 PUBLIC CHARITY UNRESTRICTED 20000 WATERSHED STEWARDS 5825 UNIVERSITY RESEARCH COURT STE 1350 COLLEGE PARK MD 20740 PUBLIC CHARITY UNRESTRICTED 50000 MARYLAND FEDERATION OF ART 18 STATE CIRCLE ANNAPOLIS MD 21401 PUBLIC CHARITY UNRESTRICTED 10000 CHESAPEAKE ARTS CENTER 194 HAMMONDS LANE BROOKLYN PARK MD 21228 PUBLIC CHARITY UNRESTRICTED 25000 ARTS COUNCIL OF ANNE ARUNDEL COUNTY 2666 RIVA DR 150 ANNAPOLIS MD 21401 PUBLIC CHARITY UNRESTRICTED 20000 CHILDREN'S THEATER OF ANNAPOLIS 1661 BAY HEAD ROAD ANNAPOLIS MD 21409 PUBLIC CHARITY UNRESTRICTED 10000 SIGNATURE THEATER 4200 CAMPBELL AVE ARLINGTON VA 22206 PUBLIC CHARITY UNRESTRICTED 10000 1198078 0 14 143 18 15457 0 15600 0 15600 0 0 0 0 0 0 0 0 0 0 X X 1 THE HELENA FOUNDATION INC 1209 RIVER CRESCENT DRIVE ANNAPOLIS MD 21401 1330140 X GORFINE SCHILLER AND GARDYN PA 1500 750 750 THE TAXPAYER IS ELECTING UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2009. STATEMENT REPORTING DISTRIBUTION OF PROPERTY VALUED AT FAIR MARKET VALUE ATTACHMENT TO FORM 990-PF, PART I, LINE 25, COLUMN (A) DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION:1. DATE OF DISTRIBUTION: DECEMBER 1, 20232. DESCRIPTION OF PROPERTY: 583 SHARES OF BERKSHIRE HATHAWAY CLASS B3. BOOK VALUE OF PROPERTY: $688,6024. METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE ON THE DATE THE PROPERTY WAS DONATED TO THE FOUNDATION.5. FAIR MARKET VALUE: $917,0786. METHOD FOR DETERMINING FAIR MARKET VALUE: VALUE ON THE DATE OF THE DONATION AS PROVIDED BY BROKER. BERKSHIRE HATHAWAY, CLASS A 21706127 28216502 BERKSHIRE HATHAWAY, CLASS B 171002 202583 SEQUOIA FUND AT COST 359755 452081 BASIS ADJUSTMENT RELATED TO CURRENT YEAR DONATION OF STOCK 228476 TRANSFER OF ASSETS FROM HELENA FOUNDATION 20134354 EXCISE TAX 1000 0 0