2025-01-28T11:42:00-08:00 2024-06-30 521683980 NAZELROD AND ASSOCIATES 600 FAIRMOUNT AVE STE 300 TOWSON MD 21286 990PF 2023-07-01 522357063 THE DEERING FAMILY FOUNDATION INC DEER 4103239237 PO BOX 492 RIDERWOOD MD 21139 Andrew DeLoskey President 4103239237 2024-11-04 true Kira N Brucker P00017941 4105837662 2024-12-23 2023 2025-03-06 01:10:19Z X 1874172 X X 39478 39478 202875 429556 108119 0 0 0 242353 147597 0 11600 660 10940 5703 5703 3571 1786 1785 13569 13569 1069 0 331 1030 36873 16015 18428 66000 66000 102873 16015 84428 139480 131582 0 51448 10102 10102 0 0 0 1338582 1524018 1864070 0 0 0 0 1390030 1534120 1874172 0 0 0 0 0 X 1390030 1534120 1390030 1534120 1390030 1534120 1390030 139480 4610 1534120 1534120 William Blair *2650 (short-term) P 2023-01-01 2023-12-31 5719 0 5945 -226 0 0 0 -226 William Blair *2650 (long-term) P 2022-01-01 2023-12-31 31660 0 26498 5162 0 0 0 5162 William Blair *9623 (long-term) P 2022-01-01 2023-12-31 305291 0 200024 105267 0 0 0 105267 William Blair *9617(short-term) P 2023-01-01 2023-12-31 8771 0 11515 -2744 0 0 0 -2744 William Blair *9617(long-term) P 2022-01-01 2023-12-31 10687 0 10850 -163 0 0 0 -163 William Blair *9999(short-term) P 2023-01-01 2023-12-31 6300 0 10669 -4369 0 0 0 -4369 William Blair *9999(long-term) P 2022-01-01 2023-12-31 21307 0 24179 -2872 0 0 0 -2872 William Blair *2960(short-term) P 2023-01-01 2023-12-31 1946 0 1688 258 0 0 0 258 William Blair *2960(long-term) P 2022-01-01 2023-12-31 37874 0 30068 7806 0 0 0 7806 108119 -7081 1829 0 1829 0 1829 0 0 0 X 23 1852 0 false false false false true false false true true true false false false false true N/A The Foundation 4103239237 PO Box 492 Riderwood MD 21139 false false false false false false false false false false false false false false false false false false false false Andrew Deloskey PO BOX 492 RIDERWOOD MD 21139 TREASURER 1.00 2000 0 0 Alexa McCulloch PO BOX 492 Riderwood MD 21139 SECRETARY 1.00 2000 0 0 ANNE LAWRENCE DEERING PO BOX 492 Riderwood MD 21139 PRESIDENT 2.00 5000 0 0 MARK M DEERING PO BOX 492 RIDERWOOD MD 21139 DIRECTOR 0.50 600 0 0 MEG CARLSON PO BOX 492 RIDERWOOD MD 21139 DIRECTOR 0.50 600 0 0 CLARE DELOSKEY PO BOX 492 RIDERWOOD MD 21139 DIRECTOR 0.50 600 0 0 KATHERINE DEERING GRIEVES PO BOX 492 RIDERWOOD MD 21139 DIRECTOR 0.50 600 0 0 JAMIE GRIEVES PO BOX 492 RIDERWOOD MD 21139 DIRECTOR 0.50 0 0 0 MOLLY CARLSON PO BOX 492 RIDERWOOD MD 21139 DIRECTOR 0.50 0 0 0 ROBBY CARLSON PO BOX 492 RIDERWOOD MD 21139 DIRECTOR - ELECT 0.50 200 0 0 NONE 0 NONE 0 N/A 0 1806284 30775 0 1837059 0 1837059 27556 1809503 90475 90475 1829 1829 88646 88646 88646 84428 84428 88646 83076 0 0 0 0 0 0 84428 83076 0 1352 0 0 0 0 0 87294 0 0 0 0 0 0 0 X BRYN MAWR SCHOOL 109 W MELROSE AVE BALTIMORE MD 21210 PC SUPPORT EXEMPT PURPOSES 1750 CALVERT SCHOOL 105 TUSCANY RD BALTIMORE MD 21210 PC SUPPORT EXEMPT PURPOSES 750 GARRISON FOREST SCHOOL 300 GARRISON FOREST RD OWINGS MILLS MD 21117 PC SUPPORT EXEMPT PURPOSES 0 GILMAN SCHOOL 5407 ROLAND AVE BALTIMORE MD 21210 PC SUPPORT EXEMPT PURPOSES 500 THE BOYS LATIN SCHOOL OF MD 822 W LAKE AVE BALTIMORE MD 21210 PC SUPPORT EXEMPT PURPOSES 1250 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH ST NEW YORK NY 10011 PC SUPPORT EXEMPT PURPOSES 0 REDEEMER PARISH DAY SCHOOL 5603 N CHARLES STREET BALTIMORE MD 21210 PC SUPPORT EXEMPT PURPOSES 250 EMBRACING OUR MISSION (ARCHDIOCES OF BALT) 320 Cathedral St BALTIMORE MD 21201 PC SUPPORT EXEMPT PURPOSES 0 Baltimore Sy Leadership School 128 Franklin St BALTIMORE MD 21201 PC SUPPORT EXEMPT PURPOSES 35000 Baltimore Symphony Orchestra 1212 Cathedral St BALTIMORE MD 21201 PC SUPPORT EXEMPT PURPOSES 500 Baltimore Collegiate School 2500 Northern Parkway BALTIMORE MD 21214 PC SUPPORT EXEMPT PURPOSES 0 Story of Our School 306 16th Street Washington DC 20003 PC SUPPORT EXEMPT PURPOSES 0 Center Stage 700 N Calvert Street Baltimore MD 21202 PC SUPPORT EXEMPT PURPOSES 0 WYPR Public Radio 2216 N Charles Street Baltimore MD 21218 PC SUPPORT EXEMPT PURPOSES 0 Maryland Public Television 11767 Owings Mills Blvd Owings Mills MD 21117 PC SUPPORT EXEMPT PURPOSES 0 Philadelphia Animal Society 100 N 2nd Street Philadelphia PA 19106 PC SUPPORT EXEMPT PURPOSES 0 Walnut Street Theater 825 Walnut Street Philadelphia PA 19107 PC SUPPORT EXEMPT PURPOSES 0 Maryland Zoological Society 1 Safari Place Baltimore MD 21217 PC SUPPORT EXEMPT PURPOSES 0 Chesapeake Bay Foundation 6 Herndon Avenue Annapolis MD 21403 PC Support Exempt Purposes 0 Mutter Museum 19 S 22nd St Philadelohia PA 19103 PC Support Exempt Purposes 0 B'MORE Club House 831 North Calvert St Baltimore MD 21202 PC Support Exepmt Purposes 0 MSPCA Angell 350 South Huntington Ave Boston MA 02130 PC Support Exempt Purposes 0 Lifebridge Health 2401 W Belvedere Ave Batimore MD 21215 PC Support Exempt Purposes 0 Museum of the American Revolution 101 S 3rd St Philadelphia PA 19106 PC Support Exempt Purposes 0 NRDC 1152 15th St NW Washington DC 20005 PC Support Exempt Purposes 1000 Philadelphia Academy of Music 240 S Broad St Philadelphia PA 19102 PC Support Exempt Purposes 0 The Franklin Inst 222 N 20th St Philadelphia PA 19103 PC Support Exempt Purposes 0 Project JumpStart Inc 2101 East Biddle St Suite 500 Baltimore MD 21213 PC Support Exempt Purposes 0 St Joseph Medical Center 7601 Osler Drive Towson MD 21204 PC Support Exempt Purposes 0 Arundel Rivers Federation 784 Central Ave E Edgewater MD 21037 PC Support Exempt Purposes 0 Children's Hospital of Philadeplhia 3401 Civic Center Blvd Philadelphia PA 19104 PC Support Exempt Purposes 0 Kingdom Rain PO Box 19063 Baltimore MD 21284 PC Support Exempt Purposes 1000 Helping Up Mission 1029 E Baltimore St Baltimore MD 21202 PC Support Exempt Purposes 23000 Barnes Foundation 2025 Benjamin Franklin Parkway Philadelphia PA 19130 PC Support Exempt Purposes 1000 66000 14 39478 18 202875 242353 242353 4 Investment income generated for charitable distribution 8 Investment income generated for charitable distribution false false false false false false false false false false William Blair (Short term loss) 22737 29817 -7080 William Blair (Long term gains) 406819 196864 209955 Mutual Funds - Capital Group Intl Equity (*2650) 147470 202479 Mutual Funds - Portside (*9623) 170686 199063 Mutual Funds - Model Portfolio(*9617) 144131 225859 Mutual Funds - All-Cap Core (*9999) 174684 310278 Mutual Funds - Fixed Income (*2306) 684533 689166 Mutual Funds - Hamlin Equity (*2690) 202514 237225 Insurance Expenses 798 Postage 232 CHANGE IN UNREALIZED GAINS / LOSSES 4610 Wells Fargo Investment Advisory Fees 13569 13569 Tax on Investment Income 1069