2025-10-06T15:15:48-05:00 2024-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990PF 2024-01-01 521693184 LOCKHART VAUGHAN FOUNDATION LOCK 4108379400 1600 WEST 41ST STREET 700 BALTIMORE MD 21211 KATE RAWSON POWELL SECRETARY/TREASURER 4108379400 2025-10-02 1 1 JULIA FLANNERY P00928918 4102469300 2025-09-30 2024 2025-03-06 01:10:19Z X 45077585 X 2140151 1022224 1022224 -134451 17592367 1761498 36612 -2912 3064536 2780810 92452 0 92452 70681 0 70681 1900 0 1900 826 0 826 11231 5616 5616 90065 60065 30000 23460 0 13023 6120 0 6120 27940 34 27906 324675 65715 248524 2770689 2770689 3095364 65715 3019213 -30828 2715095 542872 120821 120821 434136 583241 583241 2042941 2388889 2344129 34542300 34358643 42029394 37562249 37451594 45077585 0 0 X 37562249 37451594 0 0 0 0 37562249 37451594 37562249 37451594 37562249 -30828 0 37531421 79827 37451594 PUBLICLY TRADED SECURITIES - LONG TERM 17085501 15830869 1254632 1254632 CAPITAL GAINS DIVIDENDS P 506866 506866 506866 1761498 37740 0 37740 0 37740 12000 0 17000 0 29000 X 0 8740 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A KATE RAWSON POWELL 4108379400 1600 WEST 41ST STREET 700 BALTIMORE MD 21211 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN BAKER POWELL 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 TRUSTEE 1.00 0 0 0 JULIA B SCHNUPP 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 TRUSTEE 1.00 0 0 0 BENJAMIN M BAKER III 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 TRUSTEE 1.50 0 0 0 JULIA P O'BRIEN 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 TRUSTEE 1.00 0 0 0 BRENTNALL M POWELL 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 TRUSTEE 1.50 0 0 0 KEVIN A SCHNUPP 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 TRUSTEE 1.50 0 0 0 DAVID B POWELL 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 PRESIDENT/TRUSTEE 2.00 0 0 0 KATE RAWSON POWELL 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 SECRETARY/TREASURER/ED 24.00 92452 0 0 NONE 0 HWA FINANCIAL GROUP (CHARLES SCHWAB) 3448 ELLICOTT CENTER DRIVE STE 101 ELLICOTT CITY MD 21043 INVESTMENT MANAGER 60065 0 0 42894887 581094 24328 43500309 0 0 43500309 652505 42847804 2142390 2142390 37740 37740 2104650 0 2104650 0 2104650 3019213 0 3019213 2104650 0 0 68868 82340 181981 190275 35044 558508 3019213 0 0 0 2104650 914563 0 0 1473071 0 0 0 0 0 0 68868 1404203 82340 181981 190275 35044 914563 KATE RAWSON POWELL 1600 WEST 41ST STREET SUITE 700 BALTIMORE MD 21211 4108379400 PLEASE GO TO OUR WEBSITE, LOCKHARTV.ORG. 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PLEASE GO TO OUR WEBSITE, LOCKHARTV.ORG. 29TH STREET COMMUNITY CENTER 300 E 29TH STREET BALTIMORE MD 21218 PC EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS. 15000 4MYCITY INC 333 BURNSIDE AVE TANEYTOWN MD 21787 PC ENVIRONMENT: SUPPORT COMPOSTING PROGRAM TO REDUCE FOOD WASTE IN LANDFILLS. 25000 ARCHDIOCESE OF BALTIMORE 320 CATHEDRAL STREET 4TH FLOOR BALTIMORE MD 21201 PC EDUCATION: PROMOTE SCHOOL CHOICE FOR BALTIMORE STUDENTS AND PARENTS 60000 ARTS EDUCATION IN MARYLAND SCHOOLS ALLIANCE 190 W OSTEND ST STE 200 BALTIMORE MD 21230 PC EDUCATION: STUDENTS WILL HAVE ACCESS TO A QUALITY PUBLIC EDUCATION IN PRE-K-12TH GRADE. 15000 ARTS EVERY DAY 1505 EUTAW PLACE SUITE 204 BALTIMORE MD 21217 PC EDUCATION: SUPPORT PROGRAMS THAT CHALLENGE MOTIVATED STUDENTS IN PUBLIC SCHOOLS. 15000 ARTS FOR LEARNING MARYLAND 21 E NORTH AVENUE 1ST FLOOR BALTIMORE MD 21202 PC EDUCATION (SUMMER LEARNING): SUMMER ARTS FOR LEARNING ACADEMY 10000 BALTIMORE BANNER 621 EAST PRATT STREET BALTIMORE MD 21202 PC ENVIRONMENT: SUPPORT ENVIRONMENTAL JOURNALISM AND IMPACT. 20000 BALTIMORE CURRICULUM PROJECT 2707 E FAYETTE STREET BALTIMORE MD 21224 PC EDUCATION (SUMMER LEARNING): WOLFE STREET ACADEMY 15000 BALTIMORE FAMILY ALLIANCE 1100 WICOMICO ST SUITE 330 BALTIMORE MD 21230 PC COMMUNITY DEVELOPMENT: SUPPORT COMMUNITY ORGANIZATIONS THAT HAVE A RECORD OF ATTRACTING FINANCIAL INVESTMENTS FOR THEIR NEIGHBORHOOD REVITALIZATION EFFORTS. 20000 BALTIMORE NEIGHBORHOOD DEVELOPMENT CORPORATION 1129 NORTH CAROLINE STREET BALTIMORE MD 21213 PC COMMUNITY DEVELOPMENT: INVEST IN VACANT AND ABANDONED PROPERTIES -WHOLE BLOCKS, NOT JUST INDIVIDUAL HOUSES - WITH QUALITY, MIXED-INCOME HOUSING WITHOUT DISPLACING CURRENT RESIDENTS. 50000 BALTIMORE SCHOOL FOR THE ARTS FOUNDATION INC 712 CATHEDRAL STREET BALTIMORE MD 21201 PC EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER SCHOOLS PROGRAMS. 20000 BALTIMORE SYMPHONY ORCHESTRA JOSEPH MEYERHOFF SYMPHONY HALL 1212 CATHEDRAL STREET BALTIMORE MD 21201 PC EDUCATION: ORCHKIDS. 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SUPPORT CHILDHOOD LITERACY IN THE VERY EARLIEST YEARS. 25000 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 PC COMMUNITY DEVELOPMENT: BRANCH IMPROVEMENT FUND. 35000 ENVIRONMENTAL DEFENSE FUND PO BOX 98051 WASHINGTON DC 20090 PC CLIMATE CHANGE 75000 FRIENDS OF PATTERSON PARK 27 S PATTERSON PARK AVE BALTIMORE MD 21231 PC COMMUNITY DEVELOPMENT: SUPPORT COMMUNITY ORGANIZATIONS THAT HAVE A RECORD OF ATTRACTING FINANCIAL INVESTMENTS FOR THEIR NEIGHBORHOOD REVITALIZATION EFFORTS. 10000 FRIENDS OF THE JONES FALLS 25 EAST 20TH STREET BALTIMORE MD 21218 PC ENVIRONMENT: SUPPORT EFFORTS IN BALTIMORE TO IMPROVE THE CHESAPEAKE BAY AND ITS WATER SHEDS BY INSTALLING NATURE-BASED SOLUTIONS IN BALTIMORE THAT ARE VISIBLE TO THE WIDER COMMUNITY. 25000 GARWYN OAKS NORTHWEST HOUSING RESOURCE CENTER INC 2300 GARRISON BLVD SUITE 140 BALTIMORE MD 21216 PC COMMUNITY DEVELOPMENT: SUPPORT COMMUNITY ORGANIZATIONS THAT HAVE A RECORD OF ATTRACTING FINANCIAL INVESTMENTS FOR THEIR NEIGHBORHOOD 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THAT PROVIDE TECHNICAL ASSISTANCE AND ENHANCE THE CAPABILITIES OF GROUPS THAT ARE WORKING FOR COMMUNITY DEVELOPMENT IN BALTIMORE. 20000 NEXT ONE UP PO BOX 22503 BALTIMORE MD 21203 PC EDUCATION: TUTORING AND MENTORING BALTIMORE HIGH SCHOOL STUDENTS. 25000 NO BOUNDARIES COALITION INC P 0 BOX 12825 BALTIMORE MD 21217 PC COMMUNITY DEVELOPMENT: SUPPORT COMMUNITY ORGANIZATIONS THAT HAVE A RECORD OF ATTRACTING FINANCIAL INVESTMENTS FOR THEIR NEIGHBORHOOD REVITALIZATION EFFORTS. 15000 PLANNED PARENTHOOD 330 NORTH HOWARD STREET BALTIMORE MD 21201 PC COMMUNITY DEVELOPMENT (YEAR END) 50000 PORT DISCOVERY CHILDREN'S MUSEUM 35 MARKET PLACE BALTIMORE MD 21202 PC EDUCATION: AT PLAY LEARNING INSTITUTE. 15000 PROJECT PNEUMA 25 WEST FAYETTE STREET HASKINS CENTER 6TH FLOOR BALTIMORE MD 21201 PC EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS. 25000 RAILS TO TRAILS CONSERVANCY 2445 M STREET NW SUITE 650 WASHINGTON DC 20037 PC COMMUNITY DEVELOPMENT: CREATION OF A 1.8 MIL MULTI-USE 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VINCENT 15000 STRONG SCHOOLS MARYLAND 800 NORTH CHARLES STREET SUITE 400 BALTIMORE MD 21201 PC EDUCATION: SUPPORT EFFORTS TO OVERSEE IMPLEMENTATION OF THE BLUEPRINT FOR MARYLAND'S FUTURE. 50000 TEACH FOR AMERICA - BALTIMORE 2601 NORTH HOWARD STREET SUITE 300 BALTIMORE MD 21218 PC EDUCATION: SUPPORT THE RECRUITMENT, TRAINING OF ABLE INSTRUCTIONAL LEADERS FOR PUBLIC SCHOOLS. 60000 THE LITERACY LAB PO BOX 641711 PITTSBURGH PA 15624 PC EDUCATION: SUPPORT PROGRAMS THAT CHALLENGE MOTIVATED STUDENTS IN PUBLIC SCHOOLS. 35000 THREAD INC PO BOX 1584 BALTIMORE MD 21203 PC EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS. 50000 TURNAROUND INC 8503 LASALLE ROAD TOWSON MD 21286 PC OTHER (YEAR END) 25000 UMBC FOUNDATION INC 1000 HILLTOP ROAD ADMIN 714 BALTIMORE MD 21250 PC EDUCATION (SUMMER LEARNING): REACH TOGETHER MATH SUMMER PROGRAM. 15000 UNION OF CONCERNED SCIENTISTS 1825 K STREET NW SUITE 800 WASHINGTON DC 20006 PC CLIMATE CHANGE: CLIMATE PROGRAMS. 25000 UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS 827 LINDEN AVENUE BALTIMORE MD 21201 PC OTHER: PHARMACY DEPT. TECHNOLOGY. 12000 VILLAGE LEARNING PLACE 2521 SAINT PAUL STREET BALTIMORE MD 21218 PC EDUCATION: SUPPORT COST-EFFECTIVE, SCHOOL-BASED AFTER-SCHOOL PROGRAMS. 20000 WELL DONE FOUNDATION PO BOX 10640 BOZEMAN MT 59719 PC CLIMATE CHANGE: PLUGGING ORPHANED WELLS IN BUTLER COUNTY, PA. 100000 WIDE ANGLE YOUTH MEDIA 2601 NORTH HOWARD ST SUITE 160 BALTIMORE MD 21218 PC EDUCATION: SUPPORT COST-EFFECTIVE, AFTER-SCHOOL PROGRAMS 21520 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE ROAD WOODS HOLE MA 02543 PC CLIMATE CHANGE: PURCHASE OF ONE UNDER WATER GLIDER. 75000 WOODS HOLE OCEANOGRAPHIC INSTITUTION 266 WOODS HOLE ROAD WOODS HOLE MA 02543 PC CLIMATE CHANGE: SOLAR POWER SYSTEM ON DAVID CENTER FOR OCEAN INNOVATION. 125753 2770689 0 14 1022224 18 -134451 REIMBURSEMENT 900099 01 39254 REWARDS 900099 01 270 PARTNERSHIP INCOME REPORTED ON K-1 900099 14 -2912 0 924385 0 924385 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN & SUSAN POWELL 5508 NORMANDY PLACE BALTIMORE MD 21210 1486848 X 2 BEN BAKER 1600 WEST 41ST STREET BALTIMORE MD 21211 555950 X 3 DAVID B POWELL 39 WARRENTON ROAD BALTIMORE MD 21210 97353 X 1 DONATED SECURITIES 1486848 2024-04-17 2 DONATED SECURITIES 555950 2024-10-09 3 878 COMMON UNITS, BROWN ADVISORY GROUP HOLDINGS, LLC 97353 2024-11-29 ACCOUNTING FEES 11231 5616 5616 ATI INC 5.875% 77899 77220 BLACKSTONE MORT 4.375% 78547 76741 CDW CORP 4.125% 80653 77512 CEDAR FAIR, LP 5.375% 44762 44381 CENTENE CORP 38225 34650 CENTURY COMMUNITY 6.75% 81373 77903 CLEVELAND-CLIFFS 5.875% 70755 66330 CRACKER BARREL 0.625% 63835 67175 CREDIT ACCEPTAN 6.625% 78667 77000 CROWN AMERICAS L 4.75% 70067 67065 DANA INC 5.375% 82885 77815 DIGITALOCEAN HLDGS 0%26 64183 67470 ENACT HOLDINGS 6.25% 43989 44772 ENCOMPASS HEALTH 5.75% 81633 77805 ENPRO INDUSTRIES 5.75% 80549 77610 GOODYEAR TIRE 9.5% 12785 12060 GRIFFON CORP 5.75% 77397 78400 HILTON WORLDWIDE 4.875% 54639 51155 LAS VEGAS SANDS 3.2% 77679 79040 PEBBLERBOOK HOTE 1.75% 64327 67818 PENSKE AUTOMOTIVE 3.5% 69266 66980 SBA COMMUNICATIONS 3.875% 64646 68940 SERVICE CORP 42654 38850 SNAP INC 0%27 62499 64904 SPIRIT AEROSYSTE 3.85% 77244 77800 STARWOOD PROPERT 4.75% 37934 39000 TEGNA, INC. 44009 41690 TELEFLEX INC 4.625% 54453 49279 TENET HEALTHCARE 4.625% 78638 76904 TITAN INTERNTNL 7% 53731 51874 TRANSDIGIM INC 5.5% 77099 76440 TREEHOUSE FOODS, IN 4% 78536 76925 THE GOODYEAR TIRE 5% 50696 48020 THE SCOTT MIRAC 5.25% 79268 76440 WESTO INTER 10.625% 76983 76050 WESTERN DIGITAL 4.75% 78845 78111 CEDAR FAIR, LP 6.5% 37539 36000 LAZARD INT QUALITY GR INSTL AT COST 2833620 2542543 SEAFARER OVERSEAS GR AND INC INSTL AT COST 790912 909737 T ROWE PRICE CAP APPR FD COST AT COST 6411923 7775940 VANGUARD ESG INTERNATIONAL STOCK AT COST 3483875 3277884 VANGUARD ESG US STOCK AT COST 15576683 22326256 PIMCO TOTAL RETURN ESG AT COST 5100000 4955577 CONTINENTAL REALTY, LP INTEREST AT COST 144141 144141 BROWN ADVISORY GROUP HOLDINGS, LLC AT COST 17489 97316 LEGAL FEES 826 0 826 ADJUSTMENT TO BASIS OF DONATED STOCK 79827 MEMBERSHIPS & SUBSCRIPTIONS 7310 0 7310 IT SUPPORT 3600 0 3600 INSURANCE 5686 0 5686 BANK FEES 645 0 645 SOFTWARE & APPS 1746 0 1746 PAYROLL PROCESSING FEES 768 0 768 OFFICE EXPENSE 3891 0 3891 WEBSITE AND SYSTEM SUPPORT 4260 0 4260 PASSTHROUGH INVESTMENT EXPENSES 34 34 0 REIMBURSEMENT 39254 39254 REWARDS 270 270 PARTNERSHIP INCOME REPORTED ON K-1 -2912 -2912 -2912 INVESTMENT MANAGEMENT FEES 60065 60065 0 CONSULTING FEES 30000 0 30000 FEDERAL EXCISE TAXES 10437 0 0 PAYROLL TAX 13023 0 13023