2025-11-03T01:01:28-06:00 2024-12-31 861065772 DELOITTE TAX LLP 1001 WOODWARD SUITE 700 DETROIT MI 48226 990PF 2024-01-01 521853307 LINEHAN FAMILY FOUNDATION INC LINE 4107966131 901 SOUTH BOND STREET STE 400 BALTIMORE MD 21231 EARL L LINEHAN SECTY/TREAS 4107966131 2025-10-29 true true JENNIFER B HALL P00122082 3133963000 2025-10-29 2024 2025-03-06 01:10:19Z X 11710711 2396122 190543 190543 5101199 9318195 5101199 0 45116 45116 7732980 5336858 0 0 0 0 0 0 1167 0 0 1167 7901 7901 0 0 81692 3635 0 0 0 0 0 0 0 34385 13103 21282 125145 24639 0 22449 428107 428107 553252 24639 0 450556 7179728 5312219 0 105865 258470 258470 703260 255792 255792 0 0 0 4023700 9608600 9561629 753896 648896 596130 600387 589744 1038690 6187108 11361502 11710711 0 X 6187108 11361502 6187108 11361502 6187108 11361502 6187108 7179728 0 13366836 2005334 11361502 4654.101 BROWN ADVISORY SMALL CAP GROWTH INV 2023-12-28 2024-03-21 109604 105634 3970 3970 4900.039 BROWN ADVISORY SMALL CAP GROWTH INV 2022-01-14 2024-03-21 115396 125000 -9604 -9604 2459.823 BROWN ADVISORY SM CP FUNDAMENTAL VAL 2023-12-28 2024-06-03 75000 72910 2090 2090 6485.084 LAZARD CL LIST INFRASTR INST 2022-08-18 2024-06-03 100000 106977 -6977 -6977 25889.936 ARTISAN HIGH INCOME CL INSTL 2023-12-28 2024-08-22 234304 225000 9304 9304 7424.806 ARTISAN INTL VALUE FUND INS 2022-01-14 2024-08-22 382081 273140 108941 108941 5820.381 BROWN ADVISORY SUSTAINABLE GROWTH 2023-12-28 2024-08-22 318200 280000 38200 38200 9357.83 BROWN ADVISORY SUSTAINABLE GROWTH 2023-03-29 2024-08-22 511593 210881 300712 300712 8062.628 BROWN ADV GLOBAL LDRS INST 2023-12-28 2024-08-22 214466 190000 24466 24466 18243.115 BROWN ADV GLOBAL LDRS INST 2022-01-14 2024-08-22 485267 335980 149287 149287 12572.981 BA BEUTEL GOODMAN LARGE CAP VALUE FD INST 2023-12-28 2024-08-22 203054 180000 23054 23054 39012.092 BA BEUTEL GOODMAN LARGE CAP VALUE FD INST 2022-01-14 2024-08-22 630045 431076 198969 198969 4309.581 BROWN ADVISORY SM CP FUNDAMENTAL VAL 2023-12-19 2024-08-22 137217 127090 10127 10127 778.21 BROWN ADVISORY SM CP FUNDAMENTAL VAL 2021-02-05 2024-08-22 24778 20000 4778 4778 9484.417 BROWN ADVISORY SM CP FUNDAMENTAL VAL 2011-12-08 2024-08-22 301984 131212 170772 170772 4181.031 BROWN ADVISORY SMALL CAP GROWTH INV 2023-12-19 2024-08-22 97753 94366 3387 3387 7409.619 BROWN ADVISORY SMALL CAP GROWTH INV 2008-12-11 2024-08-22 173237 67985 105252 105252 1138.731 BROWN CAP MGMT SM COMP INST 2024-03-21 2024-08-22 82000 81784 216 216 3783. ISHARES CORE MSCI EMERGING MKTS ETF 2023-12-28 2024-08-22 205634 191011 14623 14623 5044. ISHARES CORE MSCI EMERGING MKTS ETF 2022-11-28 2024-08-22 274179 234218 39961 39961 7215.007 LAZARD CL LIST INFRASTR INST 2023-10-06 2024-08-22 114863 100000 14863 14863 4068.477 LAZARD CL LIST INFRASTR INST 2022-12-22 2024-08-22 64770 65406 -636 -636 2989. MICROSOFT CORP. 2010-09-24 2024-08-22 1264893 67591 1197302 1197302 6052. T. ROWE PRICE GROUP INC 2001-03-22 2024-08-22 660774 88072 572702 572702 4000. AUTOMATIC DATA PROCESSING INC. 2012-01-13 2024-12-18 1175780 191956 983824 983824 1900. ERIE INDEMNITY CO 2012-12-12 2024-12-18 793852 138643 655209 655209 1710. J P MORGAN CHASE & CO 2013-03-28 2024-12-18 406875 81064 325811 325811 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 CAPITAL GAIN DIVIDENDS P 160596 5101199 73840 0 73840 0 73840 57164 0 17794 74958 X 0 1118 1118 0 false false false false false false false true true MD true false false false false true EARL L LINEHAN 4107966131 501 FAIRMOUNT AVE TOWSON MD 21286 false false false false false false false false false false false false false false false false false false false false false DARIELLE D LINEHAN 501 FAIRMOUNT AVENUE SUITE 101 TOWSON MD 21286 PRESIDENT 1 0 EARL L LINEHAN 501 FAIRMOUNT AVENUE SUITE 101 TOWSON MD 21286 SECTY/TREAS 1 0 DEBBIE FINNELL 501 FAIRMOUNT AVENUE SUITE 101 TOWSON MD 21286 ASST SECRETARY 1 0 JOHN D LINEHAN 501 FAIRMOUNT AVENUE SUITE 101 TOWSON MD 21286 TRUSTEE 1 0 BRENDAN E LINEHAN 501 FAIRMOUNT AVENUE SUITE 101 TOWSON MD 21286 TRUSTEE 1 0 CHARLES M LINEHAN 501 FAIRMOUNT AVENUE SUITE 101 TOWSON MD 21286 TRUSTEE 1 0 NONE 0 NONE 0 8952432 443860 0 9396292 0 0 9396292 140944 9255348 462767 462767 73840 73840 388927 0 388927 0 388927 450556 0 0 0 0 450556 388927 0 0 688408 367770 0 0 0 1056178 450556 0 0 0 388927 61629 0 0 1117807 0 0 0 0 0 0 688408 429399 367770 0 0 0 61629 X CATHOLIC CHARITIES 320 CATHEDRAL STREET BALTIMORE MD 212014421 NONE PC PROGRAM SUPPORT 25000 UNIVERSITY OF NOTRE DAME 405 MAIN BUILDING NOTRE DAME IN 46556 NONE PC PROGRAM SUPPORT 50000 MERCY HEALTH FOUNDATION 301 ST PAUL PLACE BALTIMORE MD 212022102 NONE PC PROGRAM SUPPORT 1000 BALTIMORE SQUASH WISE 3600 CLIPPER MILL ROAD BALTIMORE MD 21211 NONE PC PROGRAM SUPPORT 2500 JOHNS HOPKINS UNIVERSITY 3400 NORTH CHARLES STREET BALTIMORE MD 21218 NONE PC PROGRAM SUPPORT 100000 ST JOHN NEUMANN HIGH SCHOOL 3000 53RD ST SW NAPLES FL 34116 NONE PC PROGRAM SUPPORT 25000 NOTRE DAME PREPARATORY SCHOOL 815 HAMPTON LANE TOWSON MD 21286 NONE PC PROGRAM SUPPORT 1000 HOPEWORKS CAMDEN 808 MARKET ST 1ST FLOOR CAMDEN NJ 08102 NONE PC PROGRAM SUPPORT 62000 BCAN 1200 W MT ROYAL AVE BALTIMORE MD 21217 NONE PC PROGRAM SUPPORT 1500 ST IGNATIUS CHURCH 740 N CALVERT STREET BALTIMORE MD 21202 NONE PC PROGRAM SUPPORT 25000 CRISTO REY JESUIT HIGH SCHOOL 420 S CHESTER STREET BALTIMORE MD 21231 NONE PC PROGRAM SUPPORT 29857 USSGA MEMORIAL FUND INC PO BOX 4459 GREENWICH CT 06831 NONE PC PROGRAM SUPPORT 250 ROCA 3210 PULASKI HWY Baltimore MD 21224 NONE PC PROGRAM SUPPORT 100000 CAVES VALLEY GOLF CLUB FOUNDATION 2910 BLENDON RD OWINGS MILLS MD 21117 NONE PC PROGRAM SUPPORT 5000 428107 14 190543 18 5101199 PARTNERSHIP INCOME 900099 1 38607 SANDTON CREDIT SOL 14 6509 5336858 5336858 false false false false false false false false false false X X 1 EARL L LINEHAN 515 FAIRMOUNT AVENUE TOWSON MD 21286 2396122 X X 1 MARKETABLE SECURITIES 2396122 2024-12-17 TAX PREPARATION FEE 1167 1167 CORPORATE BONDS 648896 596130 CORPORATE STOCK 9608600 9561629 OTHER INVESTMENTS AT COST 589744 1038690 COST BASIS ADJUSTMENT 20874 DIFF. OF MV OVER BASIS OF CONTR. ASSETS 1984460 PARTNERSHIP EXPENSES 13103 13103 0 MISCELLANEOUS EXPENSES 21282 0 21282 PARTNERSHIP INCOME 38607 38607 SANDTON CREDIT SOLUTIONS OFFSHORE 6509 6509 INVESTMENT FEES-PRIN 7901 7901 FEDERAL EXCISE TAX 23015 0 0 QUARTERLY TAX DEPOSIT 55042 0 0 FOREIGN TAXES ON QUALIFIED FOR 2417 2417 0 FOREIGN TAXES ON NONQUALIFIED 1218 1218 0