THORNE COX FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THORNE COX FAMILY FOUNDATION (EIN 46-4274950)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202413179349101841
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T14:13:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464274950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thorne Cox Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Brown Advisory | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 6177176373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 High Street 27th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dune Thorne | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6177176373 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,992,700 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $519,262 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $869,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,490 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $220,636 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $167,148 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $877,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $781,295 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,572 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,742 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,742 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $951 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,220 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $685 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $727,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $727,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $728,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $90,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $731,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,603 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $487,513 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $308,444 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,362,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,624,653 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,624,653 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,900,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,992,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,992,700 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,900,526 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,992,700 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,900,526 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,992,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,900,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,992,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,900,526 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $90,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86,526 | OtherIncreasesAmt |
| Subtotal | $4,077,629 | SubtotalAmt |
| Other Decreases | $84,929 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,992,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Morris Foundation, LLC K-1 LT Gain/Loss - UBI | P | $160 | $160 | $0 | $0 |
| Morris Foundation, LLC K-1 1231 Gain/Loss - UBI | P | $0 | $0 | ||
| Morris Foundation, LLC K-1 1231 Gain/Loss - UBI | P | $571 | $571 | $571 | |
| Morris Foundation, LLC K-1 LT Gain/Loss - UBI | P | $77,481 | $77,481 | $77,481 | |
| Morris Foundation, LLC K-1 ST Gain/Loss - UBI | P | $496 | $496 | $496 | |
| Publicly Traded Securities | $791,103 | $303,161 | $487,942 | $487,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,490 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,225 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,225 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,058 | OverpaymentAmt |
| Applied To ES Tax | $6,058 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Dune Thorne | IndividualWithBooksNm |
| Phone | 6177176373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 High Street 27th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Brinkley Thorne | |||||||||
| 356 Worth Avenue Apt B-2 | Palm Beach | FL | 33480 | President | 1.00 | $0 | $0 | $0 | |
| Mazie L Cox | |||||||||
| 356 Worth Avenue Apt B-2 | Palm Beach | FL | 33480 | Vice President | 1.00 | $0 | $0 | $0 | |
| Yarrow Thorne | |||||||||
| 1219 N Main Road | Jamestowm | RI | 028352217 | Secretary | 1.00 | $0 | $0 | $0 | |
| Dune Thorne | |||||||||
| C/O Brown Advisory 100 High St 27th | Boston | MA | 02110 | Treasurer | 1.00 | $0 | $0 | $0 | Floor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $597,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,929 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,115,726 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,858,750 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,858,750 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,800,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,167 | TotalTaxAmt |
| Distributable Before Adj | $179,876 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $55,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $234,876 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $234,876 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $728,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $728,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $234,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $179,663 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $116,761 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $286,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,261 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $751,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,443,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $728,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $234,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $493,959 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,936,994 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $179,663 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,757,331 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $116,761 | ExcessFromYear4Amt |
| Excess From Year3 | $286,005 | ExcessFromYear3Amt |
| Excess From Year2 | $109,261 | ExcessFromYear2Amt |
| Excess From Year1 | $751,345 | ExcessFromYear1Amt |
| Excess From Current Year | $493,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Brinkley Thorne | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dune Thorne | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 High Street 27th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177176373 | RecipientPhoneNum |
| Recipient Email Address | dthorne@brownadvisory.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter that includes the purpose of the grant requested and Internal Revenue Service exemption. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards are available only to public charities that qualify under under Section 501(c)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Maine Coast Heritage Trust | ||||||
| 1 Bowdoin Mill Island | Topsham | ME | 04086 | PC | Operations budget assistance | $100,000 |
| American Repertory Theatre Co Inc | ||||||
| 64 Brattle Street | Cambridge | MA | 02138 | PC | Operations budget assistance | $10,000 |
| Avenue Concept Inc | ||||||
| 304 Lockwood Street | Providence | RI | 02907 | PC | Operations budget assistance | $100,000 |
| Bay Chamber Concerts Inc | ||||||
| PO Box 599 | Rockport | ME | 04856 | PC | Operations budget assistance | $107,500 |
| Bay Shore Center | ||||||
| 2800 High Street | Port Norris | NJ | 083493126 | PC | Operations budget assistance | $1,500 |
| Coastal Mountains Land Trust | ||||||
| 101 Mt Battie St | Camden | ME | 04843 | PC | Operations budget assistance | $5,000 |
| Conanicut Island Sailing Foundation | ||||||
| 7 Felucca Ave | Jamestown | RI | 02835 | PC | Operations budget assistance | $1,500 |
| The William A Farnsworth Library and Art Museum Inc | ||||||
| 356 Main Street | Rockland | ME | 04841 | PC | Operations budget assistance | $5,000 |
| Freshgrass Public Foundation | ||||||
| PO Box 22129 | San Francisco | CA | 94122 | PC | Operations budget assistance | $5,000 |
| Friends of Katahdin Woods and Water | ||||||
| PO Box 18177 | Portland | ME | 04112 | PC | Operations budget assistance | $125,000 |
| Issue One | ||||||
| 1401 K Street Suite 350 | Washington | DC | 20005 | PC | Operations budget assistance | $10,000 |
| Knox County Homeless Coalition | ||||||
| PO Box 1696 | Rockland | ME | 04841 | PC | Operations budget assistance | $5,000 |
| Lifeflight Foundation | ||||||
| PO Box 899 13 Main Street 2nd Floor | Camden | ME | 04843 | PC | Operations budget assistance | $5,000 |
| Milton Academy | ||||||
| 170 Centre St | Milton | MA | 02186 | PC | Operations budget assistance | $25,000 |
| Providence Public Library | ||||||
| 150 Empire Street | Providence | RI | 02903 | PC | Operations budget assistance | $1,500 |
| Rockport Library Foundation | ||||||
| PO Box 204 | Rockport | ME | 04856 | PC | Operations budget assistance | $20,000 |
| Trustees of Dartmouth College | ||||||
| 7 Lebanon Street Suite 302 6015 | Hanover | NH | 03755 | PC | Operations budget assistance | $100,000 |
| United States Ski and Snowboard Association | ||||||
| 177 Huntington Ave | Boston | MA | 021153153 | PC | Operations budget assistance | $45,000 |
| United States Ski Team Foundation | ||||||
| PO Box 100 | Park City | UT | 84060 | PC | Operations budget assistance | $45,000 |
| Yale School of Architecture | ||||||
| PO Box 208239 | New Haven | CT | 065208239 | PC | Operations budget assistance | $5,000 |
| YMCA of the USA | ||||||
| 101 N Wacker Drive | Chicago | IL | 60606 | PC | Operations budget assistance | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $727,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $229 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,657 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $195 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$146 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,730 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| Morris Foundation, LLC K-1 Ordinary Income - UBI | 900099 | -$1,707 | |||
| Morris Foundation, LLC K-1 Rental | 14 | -$278 | |||
| Returned Grant | $55,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,429 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $304,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $358,106 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | The $55,000 reported on column E represents returned grants | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brinkley Thorne and Mazie Cox | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 356 Worth Avenue | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $519,262 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $519,262 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $9,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stryker Corp | StockNm |
| EOY Book Value | $308,444 | EOYBookValueAmt |
| EOYFMV | $308,444 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in the Morris Foundation | FMV | $2,897,990 | $2,897,990 |
| Brown Advisory Sustainable BD Instl | FMV | $254,996 | $254,996 |
| Brown Advisory Sustain Growth Inst | FMV | $136,974 | $136,974 |
| Brown Advisory Sustn Sm Cap Core I | FMV | $116,957 | $116,957 |
| Iridium Communications INC | FMV | $217,736 | $217,736 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Morris Foundation, LLC K-1 Cumulative tax basis adjustment | Desc |
| Amt | $84,929 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Morris Foundation, LLC K-1 Other Deductions | $7,704 | $7,704 | $0 |
| Morris Foundation, LLC K-1 Portolio Deductions 2% Floor | $28,973 | $27,407 | $0 |
| Morris Foundation, LLC K-1 Charitable Contributions | $475 | $0 | $475 |
| Morris Foundation, LLC K-1 Non-Deductible Expenses | $47 | $0 | $47 |
| Morris Foundation, LLC K-1 Royalty Deduction | $109 | $109 | $0 |
| Filing Fees | $163 | $0 | $163 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Morris Foundation, LLC K-1 Ordinary Income | $8,481 | $8,481 | $8,481 |
| Morris Foundation, LLC K-1 Other Income/Loss | $149,554 | $149,554 | $149,554 |
| Morris Foundation, LLC K-1 Other Income/Loss - UBI | $207 | $0 | $207 |
| Morris Foundation, LLC K-1 Rental - UBI | -$12 | $0 | -$12 |
| Morris Foundation, LLC K-1 Royalties | $9,391 | $9,391 | $9,391 |
| Morris Foundation, LLC K-1 Ordinary Income - UBI | -$1,707 | $0 | -$1,707 |
| Morris Foundation, LLC K-1 Rental | -$278 | -$278 | -$278 |
| Returned Grant | $55,000 | $55,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $86,526 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $2,572 | Amt |
| Net Investment Income | $2,572 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Morris Foundation, LLC K-1 Foreign Taxes | $952 | $951 | $0 |
| Federal Taxes | $6,500 | $0 | $0 |
| State Taxes | $54 | $0 | $0 |
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