2025-11-14T13:34:51-06:00 2024-12-31 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990PF 2024-01-01 526072215 JACOB S SHAPIRO FOUNDATION JACO 4105669200 PO BOX 4436 2545 WILKENS AVENUE BALTIMORE MD 21223 JANE B RODBELL OFFICER 4105669200 2025-11-12 1 0 SUSAN KELLER P00245169 4107275735 2025-11-12 2024 2025-03-06 01:10:19Z X 5093947 X X 6332 6332 108313 108313 284620 1784575 284620 2543 2543 401808 401808 0 0 0 8450 6760 1690 70358 70358 0 4477 1477 0 373 373 0 83658 78968 1690 241821 241821 325479 78968 243511 76329 322840 30584 42072 42072 83888 130776 130776 342463 337333 334865 2185551 2164979 3168123 184158 181591 183433 852619 1076088 1234678 3679263 3932839 5093947 0 0 X 4134680 4211009 0 0 -455417 -278170 3679263 3932839 3679263 3932839 3679263 76329 202246 3957838 24999 3932839 CASH-IN-LIEU P 34 34 34 FIDELITY - PUBLICLY TRADED SECURITIES - SHORT TERM P 723671 718724 49407 49407 FIDELITY - PUBLICLY TRADED SECURITIES - LONG TERM P 674812 628672 46140 46140 GABELLI & CO, INC. - PUBLICLY TRADED SECURITIES - SHORT TERM P 204 204 204 GABELLI & CO, INC. - PUBLICLY TRADED SECURITIES - LONG TERM P 385854 197019 188835 188835 284620 4487 0 4487 0 4487 6260 0 3000 0 9260 X 0 4773 4773 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 NONE DIANE GORDON 4105669200 PO BOX 4436 2545 WILKENS AVE BALTIMORE MD 21223 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES R SHAPIRO 2545 WILKENS AVENUE BALTIMORE MD 21223 TRUSTEE 0.50 0 0 0 JANE BAUM RODBELL 2545 WILKENS AVENUE BALTIMORE MD 21223 TRUSTEE 0.50 0 0 0 NONE 0 MOUNT YALE CAPITAL GROUP 1580 LINCOLN STREET SUITE 680 DENVER CO 80203 INVESTMENT MANAGEMENT 53384 0 0 5055247 140598 0 5195845 0 0 5195845 77938 5117907 255895 255895 4487 4487 251408 0 251408 0 251408 243511 0 243511 251408 241671 0 0 243511 241671 0 0 1840 0 0 0 0 0 0 0 0 249568 0 0 0 X AMERICAN ENDOWMENT FOUNDATION 5700 DARROW ROAD SUITE 118 HUDSON OH 44236 NONE PUBLIC GENERAL 64821 AMERICAN TECHNION SOCIETY 55 EAST 59TH ST NEW YORK NY 10022 NONE PUBLIC GENERAL 1000 AMERICAN VISIONARY ART MUSEUM 800 KEY HIGHWAY BALTIMORE MD 21230 NONE PUBLIC GENERAL 1000 ART WITH A HEART 3000 FALLS ROAD - MILL NO 1 BALTIMORE MD 21211 NONE PUBLIC GENERAL 1000 ASSOCIATED JEWISH COMMUNITY FOUNDATION 101 WEST MOUNT ROYAL AVE BALTIMORE MD 21201 NONE PUBLIC ANNUAL CAMPAIGN 65000 BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN 128 W FRANKLIN ST BALTIMORE MD 21201 NONE PUBLIC FOUNDATION FOR THE BALTIMORE LEADERSHIP SCHOOL FOR YOUNG WOMEN 5000 BALTIMORE MUSEUM OF ART 10 ART MUSEUM DR BALTIMORE MD 21218 NONE PUBLIC ANNUAL FUND 5000 BALTIMORE SCHOOL FOR THE ARTS 712 CATHEDRAL ST BALTIMORE MD 21201 NONE PUBLIC GENERAL 3000 BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE MD 21201 NONE PUBLIC GENERAL 10000 BETH AM SYNAGOGUE 2701 N CHARLES STREET SUITE 402 BALTIMORE MD 21218 NONE PUBLIC GENERAL 500 BRYN MAWR SCHOOL 109 WEST MELROSE AVENUE BALTIMORE MD 21210 NONE PUBLIC GENERAL 5000 CENTRAL SCHOLARSHIP BUREAU 6 PARK CENTER COURT SUITE 211 OWINGS MILLS MD 21117 NONE PUBLIC SCHOLARSHIPS 7000 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL ST BALTIMORE MD 21201 NONE PUBLIC GENERAL 10000 EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 NONE PUBLIC GENERAL 4000 ETZ CHAIM CENTER INC 3702 FORDS LN BALTIMORE MD 21215 NONE PUBLIC GENERAL 2000 GILMAN SCHOOL SCHOLARSHIP FUND 5407 ROLAND AVE BALTIMORE MD 21210 NONE PUBLIC GENERAL 7500 GOUCHER COLLEGE 1021 DULANEY VALLEY ROAD BALTIMORE MD 21204 NONE PUBLIC GOUCHER PRISON ECUCATION PARTNERSHIP 500 HAND IN HAND PO BOX 80102 PORTLAND OR 97280 NONE PUBLIC GENERAL 500 ISRAEL TENNIS & EDUCATION CENTERS 3275 WEST HILLSBORO BLVD - STE 102 DEERFIELD BEACH FL 33442 NONE PUBLIC GENERAL 500 JOHNS HOPKINS MEDICINE - DEPT OF GYNECOLOGY AND OBSTETRICS 750 E PRATT STREET SUITE 1700 BALTIMORE MD 21202 NONE PUBLIC THE EDWARD E WALLACH MD FELLOWSHIP FUND 1000 JOHNS HOPKINS UNIVERSITY DEPT OF NEUROLOGY 100 N CHARLES ST SUITE 453 BALTIMORE MD 21201 NONE PUBLIC PROJECT RESTORE DIVISION FUND 1000 MARYLAND INSTITUTE COLLEGE OF ART 1300 MOUNT ROYAL AVE BALTIMORE MD 21217 NONE PUBLIC GENERAL 500 MARYLAND PUBLIC TELEVISION 11767 OWINGS MILLS BLVD BALTIMORE MD 21117 NONE PUBLIC MPT FOUNDATION 5000 NATURE SACRED 105 ANNAPOLIS STREET UNIT D ANNAPOLIS MD 21401 NONE PUBLIC THE CO-FOUNDERS VISION FUND 1000 NER ISRAEL RABBINICAL COLLEGE 400 MOUNT WILSON LN BALTIMORE MD 21208 NONE PUBLIC GENERAL 2000 PARK SCHOOL 2425 OLD COURT ROAD BROOKLANDVILLE MD 21208 NONE PUBLIC THE PROMISE OF PARK CAMPAIGN 2000 PLANNED PARENTHOOD OF MARYLAND 300 N HOWARD STREET BALTIMORE MD 21201 NONE PUBLIC GENERAL 1000 POLYCYSTIC KIDNEY DISEASE 8330 WARD PARKWAY SUITE 500 KANSAS CITY MO 64114 NONE PUBLIC GENERAL 500 RYR-1 FOUNDATION PO BOX 13312 PITTSBURGH PA 15243 NONE PUBLIC GENERAL 1000 SARASOTA CUBAN BALLET SCHOOL 501 N BENEVA ROAD SUITE 700 SARASOTA FL 34232 NONE PUBLIC GENERAL 7000 SHEPPARD PRATT HEALTH SYSTEM 6501 N CHARLES STREET BALTIMORE MD 21204 NONE PUBLIC SHEPPARD AND ENOCH PRATT FOUNDATION 2000 SPECIAL OLYMPICS PO BOX 23961 BALTIMORE MD 21203 NONE PUBLIC GENERAL 250 THE SEED SCHOOL OF MARYLAND 200 FONT HILL AVE BALTIMORE MD 21223 NONE PUBLIC GENERAL 5000 THREAD PO BOX 1584 BALTIMORE MD 21203 NONE PUBLIC GENERAL 10000 TORAH INSTITUTE OF BALTIMORE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 NONE PUBLIC GENERAL 2000 UNIVERSITY OF MARYLAND SCHOOL OF SOCIAL WORK 620 W LEXINGTON ST BALTIMORE MD 21201 NONE PUBLIC SOCIAL WORK COMMUNITY OUTREACH/JBR SCHOLARSHIP/PROMISE HEIGHTS 5000 VASSAR COLLEGE OFFICE OF ALUMNI AFFAIRS BOX 725 161 COLLEGE AVE POUGHKEEPSIE NY 12603 NONE PUBLIC GENERAL 250 WALTERS ART MUSEUM 600 N CHARLES STREET BALTIMORE MD 20201 NONE PUBLIC GENERAL 2000 241821 0 14 6332 14 108313 12 2543 18 284620 0 401808 0 401808 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8450 6760 1690 PURSUANT TO IRC SEC. 4942(H)(2) AND TREASURY REGULATION 53.4942(A)-3(D)(2) REGARDING MINIMUM DISTRIBUTION REQUIREMENTS, THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/2019, IN THE AMOUNT OF $224,421. VARIOUS- CORPORATE BONDS 181591 183433 VARIOUS- CORPORATE STOCKS 2164979 3168123 337333 334865 0 0 VARIOUS- OTHER INVESTMENTS AT COST 1076088 1234678 INVESTMENT REPAYMENT 24999 BANK FEES 250 250 0 ADR FEES 123 123 0 MERGER PAYOUT 1090 1090 1090 MT YALE PRIVATE EQUITY 1453 1453 1453 BROKERAGE ACCOUNT ADJUSTMENT TO COST BASIS 202246 INVESTMENT MANAGEMENT FEES 70358 70358 0 FOREIGN TAXES - GABELLI 573 573 0 FOREIGN TAXES - FIDELITY 904 904 0 FEDERAL EXCISE TAX 3000 0 0