2014-06-18T11:08:00-05:00 2013-12-31 420714325 McGladrey LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990PF 2013-01-01 522005222 CAPLAN FAMILY FOUNDATION INC CAPL 4437967373 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 CONSTANCE CAPLAN PRESIDENT 4437967373 2014-06-04 1 BENJAMIN A BERGER P00287311 4102469300 2014-06-03 2013 2015-12-30 17:16:21Z X 2396607 X X 35415 35415 78135 78135 78135 41594 146000 41594 155144 155144 0 0 0 944 944 0 2476 0 2476 8478 8478 0 1592 136 0 52 0 52 13542 9558 2528 169636 169636 183178 9558 172164 -28034 145586 66485 41361 41361 8134 881 8134 8134 19304 0 24606 19304 19304 1239455 1184172 1425488 240240 291446 890085 13019 12235 12235 1584686 1556652 2396607 0 0 X 0 0 0 0 1584686 1556652 1584686 1556652 1584686 1556652 1584686 -28034 0 1556652 0 1556652 WELLINGTON FUND P 2013-06-19 35000 31269 3731 3731 MORGAN GROWTH ADMIRAL P 2013-06-19 50000 39803 10197 10197 500 INDEX ADMIRAL P 2013-08-07 24000 17401 6599 6599 MORGAN GROWTH ADMIRAL P 2013-08-07 20000 15149 4851 4851 SALE OF GROUND RENT AT 321 ELLWOOD AVE P 2013-02-08 1400 784 616 616 Capital Gains Dividends P 15600 15600 15600 41594 0 202379 2186510 0.092558 95946 2116043 0.045342 112722 2276271 0.049520 72878 2126863 0.034265 150054 2383354 0.062959 0.284644 0.056929 2241261 127593 1456 129049 172164 X 1456 0 1456 0 1456 988 1200 2188 732 732 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A JUSTINE FIELDS 4437967373 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CONSTANCE R CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 PRESIDENT/SECRETARY 0.00 0 0 0 MARK M CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 VICE PRES/ TREASURER 0.00 0 0 0 CATHERINE CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 DIRECTOR 0.00 0 0 0 JONATHAN CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 DIRECTOR 0.00 0 0 0 EUGENE SCHREIBER 20 S CHARLES STREET BALTIMORE MD 21201 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED) 0 0 1346499 49490 879403 2275392 0 0 2275392 34131 2241261 112063 112063 1456 1456 110607 0 110607 0 110607 172164 0 172164 1456 170708 110607 0 0 32449 812 95027 128288 172164 0 0 0 110607 61557 0 0 189845 0 0 0 0 0 0 32449 157396 812 95027 61557 JUSTINE FIELDS 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 4437967373 WRITTEN NONE NONE SEE ATTACHED STATEMENT N/A BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 169636 169636 0 14 35415 16 78135 18 41594 0 155144 0 155144 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2476 0 2476 VANGUARD 500 INDEX FUND 110002 164769 VANGUARD MORGAN GROWTH FUND 40420 56364 VANGUARD INTERNATIONAL VALUE 118345 123730 VANGUARD ADMIRAL SHRS INTER-TERM 168668 176798 VANGUARD HIGH-YIELD CORP FUND 77982 80750 VANGUARD WELLINGTON ADM/INV SHARES 125987 143501 VANGUARD CONVERTIBLE SECURITIES 101116 101764 VANGUARD MID-CAP INDEX FUND 67335 93342 VANGUARD DIVIDEND GROWTH FUND 97734 135364 ST BOND INDEX ADM 105367 105305 SMALL CAP GR INDEX ADM 98486 163923 ENERGY FUND ADM 72730 79878 TENANCY IN COMMON JEFFERSON HOUSE APTS AT COST 291446 890085 LEGAL FEES 944 944 0 GROUND RENTS 13019 12235 12235 OFFICE EXPENSES 52 0 52 CONSULTING FEES 8478 8478 0 FOREIGN TAX 136 136 0 EXCISE TAX 1456 0 0