2013-08-20T12:15:14-05:00 2012-12-31 420714325 McGladrey LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990PF 2012-01-01 522005222 CAPLAN FAMILY FOUNDATION INC CAPL 4437967373 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 CONSTANCE CAPLAN 4437967373 2013-07-24 1 BENJAMIN A BERGER P00287311 4102469300 2013-07-24 2012 2016-02-24 21:20:13Z X X 2253928 X X 41286 41286 76010 76010 76010 -3325 83006 0 113971 117296 0 0 0 8084 8084 0 6638 0 6638 10390 10390 0 1113 126 0 906 0 906 27131 18600 7544 195822 195822 222953 18600 203366 -108982 98696 66696 66485 66485 881 168 881 881 24606 0 26112 24606 24606 1283943 1239455 1308766 388605 240240 840171 13019 13019 13019 1778543 1584686 2253928 0 0 X 0 0 0 0 1778543 1584686 1778543 1584686 1778543 1584686 1778543 -108982 0 1669561 84875 1584686 CONVERTIBLE SECURITIES P 2012-01-01 2012-06-21 29000 32236 -3236 -3236 GLOBAL EQUITY EQUITY FUND P 2012-01-01 2012-06-21 45173 54095 -8922 -8922 Capital Gains Dividends P 8833 8833 8833 -3325 0 95946 2116043 0.045342 112722 2276271 0.049520 72878 2126863 0.034265 150054 2383354 0.062959 486765 2483602 0.195992 0.388078 0.077616 2186510 169708 987 170695 203366 X 987 0 987 0 987 1868 1868 881 881 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 0.00 0 0 0 MARK M CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 0.00 0 0 0 CATHERINE CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 0.00 0 0 0 JONATHAN CAPLAN 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 0.00 0 0 0 EUGENE SCHREIBER 20 S CHARLES STREET BALTIMORE MD 21201 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 1279534 68848 871425 2219807 0 0 2219807 33297 2186510 109326 109326 987 987 108339 0 108339 0 108339 203366 0 203366 987 202379 108339 0 0 392195 32449 812 425456 203366 0 0 0 108339 95027 0 0 520483 0 0 0 0 0 0 392195 128288 32449 812 95027 JUSTINE FIELDS 11433 CRONRIDGE DRIVE OWINGS MILLS MD 21117 4437967373 WRITTEN NONE NONE SEE ATTACHED STATEMENT N/A BALTIMORE MD 21202 NONE PUBLIC UNRESTRICTED 131322 ASSOCIATED JEWISH CHARITIES OF BALTIMORE INC 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 NONE PUBLIC UNRESTRICTED 64500 195822 0 14 41286 16 76010 18 -3325 0 113971 0 113971 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6638 0 6638 VANGUARD 500 INDEX FUND 124194 144506 VANGUARD MORGAN GROWTH FUND 92845 102359 VANGUARD INTERNATIONAL VALUE 116081 101297 VANGUARD ADMIRAL SHRS INTER-TERM 161415 183109 VANGUARD HIGH-YIELD CORP FUND 73381 77169 VANGUARD WELLINGTON ADM/INV SHARES 147999 151655 VANGUARD CONVERTIBLE SECURITIES 91574 85391 VANGUARD MID-CAP INDEX FUND 66252 69066 VANGUARD GLOBAL EQUITY 0 0 VANGUARD DIVIDEND GROWTH FUND 94698 102919 ST BOND INDEX ADM 103798 105130 SMALL CAP GR INDEX ADM 97425 118596 ENERGY FUND ADM 69793 67569 TENANCY IN COMMON JEFFERSON HOUSE APTS AT COST 240240 840171 PARTNERSHIP INVESTMENTS AT COST 0 0 LEGAL FEES 8084 8084 0 GROUND RENTS 13019 13019 13019 ADJUSTMENT TO BASIS OF MADISON CAPITAL GIFTED 84875 OFFICE EXPENSES 906 0 906 CONSULTING FEES 10390 10390 0 FOREIGN TAX 126 126 0 EXCISE TAX 987 0 0