2025-07-22T15:41:42-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 8270 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 990PF 2024-01-01 273863092 ALEXIA AND CAROLINE FOUNDATION INC FKA PAUL W CLARK FAMILY FOUNDATION INC ALEX 3016577157 CO BROWN ADVISORY PO BOX 3040 NORFOLK VA 23514 TERRI KLATZKIN TREASURER 3016577157 2025-07-18 1 1 JAIME LAWSON P01327130 7039238300 2025-07-09 2024 2025-03-06 01:10:19Z X 27919617 X 2488665 61666 61666 530222 530222 822558 13391568 1589611 38 38 3903149 2181537 0 0 0 4000 2000 2000 81617 0 81617 8766 517 0 42046 38039 4007 136429 40556 87624 895000 895000 1031429 40556 982624 2871720 2140981 2695 3494 3494 2315880 1104846 1104846 19357545 22964358 26811277 21676120 24072698 27919617 0 0 X 0 0 22722000 23968471 -1045880 104227 21676120 24072698 21676120 24072698 21676120 2871720 0 24547840 475142 24072698 FIDELITY P 2024-12-31 3990519 3625311 365208 365208 FIDELITY P 2024-12-31 9401049 8176646 1224403 1224403 1589611 29760 0 29760 0 29760 5402 0 33000 0 38402 X 3 8639 8639 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A CO BROWN ADVISORY-SHARON HAMEL 7579615210 101 WEST MAIN ST STE 700 NORFOLK VA 23510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL W CLARK C/O BROWN ADVISORY PO BOX 3040 NORFOLK VA 23514 PRESIDENT 2.00 0 0 0 CAROL R PARRISH C/O BROWN ADVISORY PO BOX 3040 NORFOLK VA 23514 VICE PRESIDENT, SECRETARY 2.00 0 0 0 TERRI KLATZKIN C/O BROWN ADVISORY PO BOX 3040 NORFOLK VA 23514 TREASURER 2.00 0 0 0 NONE 0 LIMINALITY PARTNERS LLC 49 UNION STREET MANCHESTER MA 01944 CONSULTING SERVICES 74750 0 0 25775466 1218320 0 26993786 0 0 26993786 404907 26588879 1329444 1329444 29760 29760 1299684 0 1299684 0 1299684 982624 0 982624 1299684 972505 0 0 982624 972505 0 0 10119 0 0 0 0 0 0 0 0 1289565 0 0 0 PAUL W CLARK X ACTIVE MINDS INC 2001 S ST NW SUITE 700 WASHINGTON DC 20009 PC GENERAL CONTRIBUTION 55000 AMERICANS FOR IMMIGRANT JUSTICE INC 6355 NW 36TH ST SUITE 309 MIAMI FL 33166 PC GENERAL CONTRIBUTION 44000 BECOMING A MAN BOSTON 1 N LA SALLE ST 900 CHICAGO IL 60602 PC RESTRICTED CONTRIBUTION 55000 BLUE VENTURES THE OLD LIBRARY TRINITY ROAD BRISTOL UK BS2 0NW PC GENERAL CONTRIBUTION 55000 COMMUNITY SERVINGS INC 179 AMORY STREET JAMAICA PLAIN ME 021304529 PC GENERAL CONTRIBUTION 45000 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 PC GENERAL CONTRIBUTION 55000 DANDELION AFRICA PO BOX 13226 NAKARU KE PC GENERAL CONTRIBUTION 27500 FOODCORPS 1140 SE 7TH AVE 110 PORTLAND OR 97214 PC GENERAL CONTRIBUTION 45000 GIRLS INC 120 WALL STREET STE 1800 NEW YORK NY 10005 PC GENERAL CONTRIBUTION 55000 GREENWAVE ORGANIZATION CORP 315 FRONT STREET NEW HAVEN CT 06513 PC GENERAL CONTRIBUTION 55000 INSTITUTE FOR SUSTAINABLE 535 STONE CUTTERS WAY MONTPELIER VT 05602 PC GENERAL CONTRIBUTION 55000 JUBILEE JUSTICE INC 490 LAKE PARK AVEUE OAKLAND CA 94610 PC GENERAL CONTRIBUTION 30000 KIND INC 1750 H ST NW 600 WASHINGTON DC 20006 PC GENERAL CONTRIBUTION 44000 OSTARA INITIATIVE PO BOX 18603 MINNEAPOLIS MN 554185541 PC GENERAL CONTRIBUTION 44000 RAISING VOICES PO BOX 6670 KAMPALA UG PC GENERAL CONTRIBUTION 27500 RARE INC 1310 NORTH COURTHOUSE ROAD SUITE 110 ARLINGTON VA 22201 PC GENERAL CONTRIBUTION 55000 SOUTHERN COALITION FOR SOCIAL PO BOX 51280 DURHAM NC 27717 PC GENERAL CONTRIBUTION 44000 THE INNOCENCE PROJECT INC 40 WORTH STREET SUITE 701 NEW YORK NY 10013 PC GENERAL CONTRIBUTION 44000 THE VIOLENCE PROJECT 1536 HEWITT AVE ST PAUL MN 55104 PC RESTRICTED CONTRIBUTION 30000 URBAN FARMING INSTITUTE OF BOSTON 487R NORFOLK STREET MATTAPAN MA 02126 PC GENERAL CONTRIBUTION 30000 895000 0 N/A 14 61666 14 530222 14 38 18 822558 0 1414484 0 1414484 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL W CLARK C/O BROWN ADVISORY FAMILY OFFICE PO NORFOLK VA 23514 2488665 X X 1 1,594 SHS AMEX 346751 2024-03-05 1 2,236 SHS MODINE 199507 2024-03-05 1 1,073 SHS NVIDIA 909491 2024-03-05 1 288 SHS REGENERON 277592 2024-03-05 1 2,237 SHS TJX 218879 2024-03-05 1 416 SHS UNITED RENTALS 286742 2024-03-05 1 1,763 SHS WABTEC 249703 2024-03-05 ACCOUNTING FEES 4000 2000 2000 FIDELITY INVESTMENTS AT COST 22951364 26798283 MAD CAPITAL PERENNIAL FUND II, LLC AT COST 12994 12994 BOOK-TO-TAX DIFFERENCE (CONTRIBUTED SECURITIES) 475142 BANK FEES 4202 2101 2101 MISCELLANEOUS FEES 813 407 406 INVESTMENT FEES 35531 35531 0 GENERAL & ADMINISTRATIVE FEES 1500 0 1500 OTHER INCOME - MAD CAPITAL PERENNIAL FUND II, LLC 38 38 38 CONSULTING FEES 81617 0 81617 990-PF TAX PAYMENT 8249 0 0 FOREIGN TAX PAID 517 517 0