2026-09-03T15:27:22-05:00 2025-12-31 WITHUMSMITHBROWNPC 1800 TYSONS BOULEVARD SUITE 800 TYSONS VA 22102 990PF 2025-01-01 521981322 MIDDLE PATUXENT ENVIRONMENTAL FOUNDATION % MARIANNE SCHMITT HELLAUER ES MIDD 4102447414 750 E PRATT STREET BALTIMORE MD 21202 MELISSA MCCORMICK CHAIR 4102247414 2026-09-15 true THOMAS PARISI P00013287 3012726000 2025 X 1307162 X 0 X 406 406 33158 33158 16796 428054 17403 1991 0 52351 50967 0 10000 0 0 10000 2598 1299 0 1299 10969 10969 0 2788 788 400 0 400 26755 13056 0 11699 50000 50000 76755 13056 0 61699 -24404 37911 0 11514 13385 13385 117266 213742 264806 1022151 900039 1028971 1150931 1127166 1307162 0 0 X 1150931 1127166 1150931 1127166 1150931 1127166 1150931 -24404 639 1127166 1127166 MORGAN STANLEY ACCT 183472 P 2025-01-01 2025-12-31 117365 113101 4871 4264 MORGAN STANLEY ACCT 183472 P 2024-01-01 2025-12-31 310689 301201 9488 9488 CAPITAL GAIN DIVIDENDS P 3044 CAPITAL GAIN DIVIDENDS P 3044 17403 527 527 527 528 0 300 828 301 301 0 false false false false false false false true true MD true false false false false true MARIANNE SCHMITT HELLAUER ESQ 4102447414 750 E PRATT STREET STE 900 Baltimore MD 21202 false false false false false false false false false false false false false false false false false false false false false MELISSA McCORMICK 13079 WILLIAMFIELD DRIVE ELLICOTT CITY MD 21042 CHAIR/TRUSTEE 1.0 0 0 0 CHARLES D RHODEHAMEL 10358 COLLEGE SQUARE COLUMBIA MD 21046 TRUSTEE 1.0 0 0 0 JOHN L McCOY 9450 GERWIG LANE COLUMBIA MD 21046 TRUSTEE 1.0 0 0 0 JOSHUA TRIPP 7094 GARDEN WALK COLUMBIA MD 21044 TRUSTEE 1.0 0 0 0 ARIANNE MONROE 10275 LITTLE PATUXENT PARKWAY COLUMBIA MD 21044 TRUSTEE 1.0 0 0 0 ANDREW SMITH 6046 RED CLOVER LANE CLARKSVILLE MD 21029 TRUSTEE 1.0 0 0 0 DANIELLE TYERYAR 6310 HILLSIDE CT STE 100 COLUMBIA MD 21046 TRUSTEE 1.0 0 0 0 THOMAS SEIVERT 10842 GREEN VIEW WAY COLUMBIA MD 21044 TRUSTEE 1.0 0 0 0 PAUL BADE 3717 PARK OVERLOOK COURT ELLICOTT CITY MD 21042 TRUSTEE 1.0 0 0 0 1248862 23511 0 1272373 0 1272373 19086 1253287 62664 62664 527 527 62137 62137 62137 61699 0 0 0 0 61699 62137 49424 2023 2022 2021 61699 49424 12275 0 0 49862 0 0 X HOWARD County 8930 STANFORD BLVD COLUMBIA MD 21045 N/A GOV LAND CONSERVATION 50000 50000 14 406 14 33158 18 16796 TAX REFUND 01 1991 52351 52351 false false false false false false false false false false TAX PREP FEES 2598 1299 1299 MORGAN STANLEY EQUITY FUNDS - 213742 264806 SEE ATTACHED FIRST TRUST NASO CL EDG SGIIF 29579 39479 INVESCO WILDERHILL CLEAN ENERG 18638 26936 ISHARES CORE MSCI EMERGING 34125 45844 ISHARES IBOXX HY CORP ETF AT COST 23585 25479 ISHARES IBOXX INVEST GR CORP AT COST 52963 53993 ISHARES S&P MIDCAP 400 INDEX AT COST 29187 37620 NUSHARES ESG INT DEV MKTS ETF AT COST 71520 88896 NUSHARES ESG LARGE-CAP VALUE AT COST 152776 194841 NUSHARES ESG SMALL-CAP ETF AT COST 22794 28130 BARON REAL ESTATE INST (BREIX) AT COST 10750 13588 CCM COMMUNITY IMPACT BD INST AT COST 105018 108000 GOLDMAN SACHS ABSLT RET TRCK I AT COST 99436 114177 GQG PARTNERS EMRG MKTS EQ INS AT COST 43245 44835 GUGGENHEIM TOTAL RETURN BD I AT COST 52567 54034 FS MULTI STRATEGY ALTERN I AT COST 115920 114910 LORD ABBETT SHT DURATION INC I AT COST 37936 38209 LEGAL FEES 10000 0 10000 INSURANCE 400 0 400 tax refund 1991 0 TAX COST BASIS ADJ 639 INVESTMENT ADVISORY FEES 10969 10969 0 EXCISE TAX 2000 FOREIGN TAXES 788 788