2025-08-22T12:24:19-05:00 2024-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990PF 2024-01-01 526855154 THE SALLY S & DECATUR H MILLER PRIVATE FOUNDATION C/O GORDON FEINBLATT LLC SALL 4105764151 1001 FLEET ST STE 700 BALTIMORE MD 212024346 LYNN B SASSIN TRUSTEE 4105764151 2025-08-15 1 1 JULIA FLANNERY P00928918 3012963600 2025-08-15 2024 2025-03-06 01:10:19Z X 2475019 X X 70836 70836 242894 471666 242894 313730 313730 0 0 0 2758 0 2758 4095 4095 0 16327 16327 0 1459 1459 0 1500 0 0 26139 21881 2758 140500 140500 166639 21881 143258 147091 291849 111291 119820 119820 1943218 2082071 2355199 2054509 2201891 2475019 0 0 X 0 0 0 0 2054509 2201891 2054509 2201891 2054509 2201891 2054509 147091 291 2201891 0 2201891 PUBLICLY TRADED SECURITIES P 59980 59507 473 473 PUBLICLY TRADED SECURITIES P 363686 169265 194421 194421 CAPITAL GAINS DIVIDENDS P 48000 48000 48000 242894 4057 0 4057 0 4057 4587 0 0 0 4587 0 530 530 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A LYNN B SASSIN 4105764151 1001 FLEET ST STE 700 BALTIMORE MD 212024346 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 LYNN B SASSIN 1001 FLEET STREET SUITE 700 BALTIMORE MD 21202 TRUSTEE 1.00 0 0 0 CLEMENCE MK MILLER 1001 FLEET STREET SUITE 700 BALTIMORE MD 21202 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2424370 105517 0 2529887 0 0 2529887 37948 2491939 124597 124597 4057 4057 120540 0 120540 0 120540 143258 0 143258 120540 69262 0 0 143258 69262 0 0 73996 0 0 0 0 0 0 0 0 46544 0 0 0 X BALTIMORE CENTER STAGE 700 NORTH CALVERT STREET BALTIMORE MD 21202 PC IN SUPPORT OF THE ARTS AND SCIENCES 1500 BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE MD 21201 PC IN SUPPORT OF THE ARTS AND SCIENCES 10000 BALTIMORE THEATER PROJECT 45 W PRESTON STREET BALTIMORE MD 21201 PC IN SUPPORT OF THE ARTS AND SCIENCES 1500 BARCS 301 STOCKHOLM STREET BALTIMORE MD 21230 PC ANIMAL WELFARE 1500 BLUE WATER BALTIMORE 2631 SISSON STREET BALTIMORE MD 21211 PC ENVIRONMENTAL PRESERVATION AND CONSERVATION 2500 CALVERT SCHOOL OF BALTIMORE 105 TUSCANY RD BALTIMORE MD 21210 PC EDUCATION 2500 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 PC ENVIRONMENTAL PRESERVATION AND CONSERVATION 2500 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL STREET BALTIMORE MD 21201 PC EDUCATION 10000 ENVIRONMENTAL FILM FESTIVAL IN THE NATION'S CAPITAL 1224 M ST NW 301 WASHINGTON DC 20005 PC ENVIRONMENTAL PRESERVATION AND CONSERVATION 5000 EVERYMAN THEATER 315 W FAYETTE ST BALTIMORE MD 20201 PC IN SUPPORT OF THE ARTS AND SCIENCES 1500 FELLS POINT CREATIVE ALLIANCE 3134 EASTERN AVE BALTIMORE MD 21224 PC IN SUPPORT OF THE ARTS AND SCIENCES 1500 FRIENDS SCHOOL OF BALTIMORE 5114 N CHARLES STREET BALTIMORE MD 21210 PC EDUCATION 20000 HEALTH CARE FOR THE HOMELESS 421 FALLSWAY BALTIMORE MD 21202 PC HEALTCARE 5000 JOHNS HOPKINS UNIVERSITY 5200 EASTERN AVE SUITE 355 BALTIMORE MD 21224 PC EDUCATION 5000 LADEW TOPIARY GARDENS 3535 JARRETTSVILLE PIKE MONKTON MD 21111 PC IN SUPPORT OF EDUCATIONAL, SCIENTIFIC, AND CULTURAL PURSUITS 1500 LAKE ROLAND NATURE COUNCIL 1000 LAKESIDE DRIVE BALTIMORE MD 21210 PC ENVIRONMENTAL PRESERVATION AND CONSERVATION 1500 LEGAL AID BUREAU 500 E LEXINGTON ST BALTIMORE MD 21202 PC LEGAL AID SERVICES 10000 MARYLAND FOOD BANK 2200 HALETHORPE FARMS RD BALTIMORE MD 21227 PC NUTRITION AND FOOD INSECURITY 10000 PLANNED PARENTHOOD OF MD PO BOX 65757 BALTIMORE MD 21264 PC HEALTHCARE 2500 ST VINCENT DE PAUL OF BALTIMORE 2305 N CHARLES ST BALTIMORE MD 21218 PC SERVICE TO THOSE AFFECTED BY POVERTY 5000 THE BALTIMORE MUSEUM OF ART 10 ART MUSEUM DR BALTIMORE MD 21218 PC IN SUPPORT OF THE ARTS AND SCIENCES 10000 THE WALTERS ART MUSEUM 600 N CHARLES ST BALTIMORE MD 21201 PC IN SUPPORT OF THE ARTS AND SCIENCES 10000 UNIVERSITY OF BALTIMORE SCHOOL OF LAW 1130 N CHARLES ST BALTIMORE MD 21201 PC EDUCATION 10000 UNIVERSITY OF MD BALTIMORE COUNTY 1000 HILLTOP CIRCLE BALTIMORE MD 21250 PC EDUCATION 5000 WHCP CAMBRIDGE COMMUNITY RADIO 516 RACE STREET CAMBRIDGE MD 21613 PC EDUCATION 2500 WORLD CENTRAL KITCHEN 200 MASS AVENUE NW WASHINGTON DC 20001 PC NUTRITION AND FOOD INSECURITY 2500 140500 0 14 70836 18 242894 0 313730 0 313730 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4095 4095 0 APPLE INC 2742 25042 AVANTIS INTERNATIONAL 102554 120285 COLUMBIA SELIGMAN GLOBAL 75201 74710 CONGRESS SMALL CAP 55702 76742 FPA NEW INCOME 161649 163411 GOLDMAN SACHS ACTVBETA 99590 135337 GOLDMAN SACHS ACTVBT 97857 117023 ISHARES CORE S&P SMALL (IJR) 72190 92176 ISHARES MSCI GLOBAL MIN 76989 86814 MANNING & NAPIER 77662 76490 MICROSOFT CORP 4193 29505 T ROWE PRICE CAP APPR FD 126995 147247 T ROWE PRICE GLOBAL 94762 102775 T ROWE PRICE HEALTH 63030 59957 VANGUARD DIVIDEND GROWTH 122030 140745 GMO OPPORTUNISTIC INCOME 114830 113539 GREENSPRING INCOME OPPTY 50262 51195 AVANTIS EMERGING MARKETS 77974 88185 AVANTIS US EQUITY ETF 119789 140549 AVANTIS US SMALL CAP 75814 96530 GLDMN SACH ACTVBETA EMRG 83856 89376 HARTFORD TOTAL RETURN 114337 113655 JPMORGAN CORE PLUS BOND 116891 116096 JPMORGAN SHORT DURATION 36748 37304 VANGUARD DIVIDEND 58424 60511 LEGAL FEES 2758 0 2758 OTHER EXPENDITURES 1500 0 0 BOOK/TAX DIFFERENCE 291 INVESTMENT ADVISOR FEES - CHARLES SCHWAB 16327 16327 0 FOREIGN TAXES 1459 1459 0