2025-11-07T13:12:45-06:00 2024-12-31 990PF 2024-01-01 810758881 THE KELSO BISHOP FAMILY FOUNDATION INC KELS 4108255000 14921 OLD YORK ROAD PHOENIX MD 21131 DORI BISHOP TREASURER 4108255000 2025-11-05 0 2024 2025-03-06 01:10:19Z X 395379 X 35000 7975 7975 19625 76053 19625 62600 27600 0 0 0 622 622 0 1340 1340 0 1962 1962 0 81338 81338 83300 1962 81338 -20700 25638 2663 11334 11334 28197 29839 29839 319929 298828 354206 350789 340001 395379 0 0 X 350789 340001 350789 340001 350789 340001 350789 -20700 9912 340001 0 340001 BROWN ADV SM CAP FUND VAL 2021-12-16 2024-12-18 709 745 -36 -36 BROWN ADV SM CAP FUND GROWTH 2021-12-14 2024-12-18 3200 3736 -536 -536 BROWN ADV FLEX EQUITY 2021-12-16 2024-12-18 15495 13121 2374 2374 BROWN ADV SUST GROWTH 2024-12-13 2024-12-18 6994 5800 1194 1194 BROWN ADV SUST BND INST 2020-11-14 2024-12-18 1800 2296 -496 -496 BROWN ADV STRAT EUR EQ 2023-12-06 2024-12-18 971 870 101 101 BROWN ADV EMG MKTS 2021-12-16 2024-11-04 11734 11107 627 627 BROWN ADV SUST GROWTH 2024-12-13 2024-12-18 1806 1871 -65 -65 BROWN ADV WMC JAPAN EQUITY 2024-11-04 2024-12-18 2400 2444 -44 -44 BA BEUTL GDMAN LRG CAP 2023-12-26 2024-12-18 3500 3627 -127 -127 BROWN ADV STRAT EUR EQ 2023-12-06 2024-12-18 2029 1825 204 204 BROWN ADV EMG MKTS 2023-12-26 2024-12-18 366 327 39 39 BROWN ADV SMALL CAP FUND 2024-12-20 2024-12-18 4291 4535 -244 -244 BROWN ADV FLEX EQUITY 2024-12-13 2024-12-18 4005 4124 -119 -119 BROWN ADVISORY WASH SALE 73 73 73 BROWN ADVISORY WASH SALE 447 447 447 CAPITAL GAINS DIVIDENDS P 16233 16233 16233 19625 356 0 356 0 356 0 0 270 0 270 0 86 0 0 0 0 0 0 0 0 0 0 0 1 MD 1 0 0 0 0 1 N/A DORI BISHOP 4108255000 14921 OLD YORK RD PHOENIX MD 21131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS KELSO 14921 OLD YORK ROAD PHOENIX MD 21131 PRESIDENT/DIRECTOR 1.00 0 0 0 DORI BISHOP 14921 OLD YORK ROAD PHOENIX MD 21131 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 JAMES BISHOP III 9 GLEN HIGHLAND COURT PHOENIX MD 21131 DIRECTOR 0.00 0 0 0 RACHEL BISHOP HAYNIE 1757 CORNSILK DRIVE CHARLESTON SC 29414 DIRECTOR 0.00 0 0 0 SPENCER BISHOP 1373 TRAPPE ROAD STREET MD 21154 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 359949 34635 0 394584 0 0 394584 5919 388665 19433 19433 356 356 19077 0 19077 0 19077 81338 0 81338 19077 0 0 67494 77119 78837 66781 67807 358038 81338 0 0 0 19077 62261 0 0 420299 0 0 0 0 0 0 67494 352805 77119 78837 66781 67807 62261 THOMAS KELSO DORI BISHOP X ACP FOUNDATION 4735 MALLARD POND DRIVE AKRON OH 44333 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - MARTIAL ARTS EDUCATION 250 ATHLETES SERVING ATHLETES PO BOX 4222 LUTHERVILLE MD 21094 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - SUPPORTING DISABLED PERSONS 500 BEYOND THE BARS 3500 LANCASTER AVE PHILADELPHIA PA 19104 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE-MUSIC PROGRAM FOR YOUTH 250 BISHOP SHANAHAN HIGH SCHOOL 220 WOODBINE RD DOWNINGTON PA 19335 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - EDUCATION 250 CALVERT HALL SCHOOL 8102 LASALLE RD TOWSON MD 21286 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - ADDICTION RECOVERY SERVICES 250 COMPREHENSIVE HOUSING ASSISTANCE INC 5809 PARK HEIGHTS AVE BALTIMORE MD 21215 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - HOUSING & COMMUNITY ASSISTANCE 500 HORIZON DAY CAMP 8 MARKET PLACE 331 BALTIMORE MD 21202 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - PROVIDING A SUMMER CAMP FOR PEDIATRIC PATIENTS & SIBLINGS 10000 JOHN CARROLL SCHOOL 703 EAST CHURCHVILLE RD BEL AIR MD 21014 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - EDUCATION 10356 JOHN CARROLL SCHOOL 703 EAST CHURCHVILLE RD BELAIR MD 21014 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - EDUCATION 5000 KLEIN FAMILY CENTER 802 BALTIMORE NATIONAL PIKE BEL AIR MD 21014 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - ADDICTION RECOVERY SERVICES 1000 MARYLAND FOOD BANK 2200 HALETHORPE FARMS RD BALTIMORE MD 21227 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - FEED THE HUNGRY 5000 MARYLAND HORSE FOUNDATION 321 MAIN STREET REISTERSTOWN MD 21136 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - PROMOTING HORSE INDUSTRY 1000 MARYLAND SPCA 3300 FALLS RD BALTIMORE MD 21211 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - ANIMAL PROTECTION 500 MIRACLE BABIES 8745 AERO DRIVE 308 SAN DIEGO CA 92123 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - SUPPORT SERVICES FOR PARENTS 250 NATIONAL PARKINSON FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - RESEARCH AND DEVELOPMENT INTO TREATMENTS FOR PARKINSON'S DISEASE 250 PET HELPERS 1447 FOLLY RD CHARLESTON SC 29412 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - PET RESCUE AND ADOPTION 250 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - FIGHTING PROSTATE CANCER 10000 QUAIL VALLEY CHARITIES 2345 HIGHWAY A1A VERO BEACH FL 32963 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - TORNADO RELIEF FUND 5000 ST FRANCIS ACADEMY 501 EAST CHASE STREET BALTIMORE MD 21202 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - EDUCATION 5000 TOWSON UNIVERSITY FOUNDATION 401 WASHINGTON AVE STE 750 TOWSON MD 21204 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - EDUCATION 500 UMMS ST JOSEPH'S MEDICAL CENTER 7601 OSLER DRIVE TOWSON MD 21204 PC TO SUPPORT THE CONDUCT OF THE ORGANIZATION'S CHARITABLE PURPOSE - MEDICAL SERVICES 15000 UNIVERSITY OF MARYLAND FOUNDATION 4603 CALVERT RD COLLEGE PARK MD 20740 PC TO SUPPORT THE ORGANIZATIONS CHARITABLE PURPOSE - HEALTH SERVICES 10232 81338 0 14 7975 18 19625 0 27600 0 27600 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS KELSO 14921 OLD YORK RD PHOENIX MD 21131 17500 X 2 DORI BISHOP 14921 OLD YORK RD PHOENIX MD 21131 17500 X U S BANK INVESTMENT ACCOUNT 298828 354206 BANK FEES 20 20 0 INV BANK FEE 1320 1320 0 DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF STOCKS CONTRIBUTED 9912 INCOME TAX 559 559 0 FOREIGN TAX 63 63 0