NICHOLAS B OTTAWAY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NICHOLAS B OTTAWAY FOUNDATION INC (EIN 14-1505939)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-14
- IRS object ID
- 202331049349100928
- Schema version
- 2021v4.1
- 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
- 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 | 2023-04-14T18:00:34-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141505939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NICHOLAS B OTTAWAY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTTA | BusinessNameControlTxt |
| Phone | 8454674989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 49TH STREET 35TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AFRIME OTTAWAY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8454674989 | PhoneNum |
| Signature | 2023-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2023-04-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,428,960 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,962 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $146,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $436,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,387,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,253 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $743,618 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $357,465 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,363,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,313 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,093 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $23,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $685,462 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $685,462 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $692,304 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $576,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $857,685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $778,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $809,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $809,420 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,304,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,329,666 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,096,823 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,551,151 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,677,057 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,367,665 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $593,922 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $290,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $155,052 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,227,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,106,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,428,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,227,573 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,106,143 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,227,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,106,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,227,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,106,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,227,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $576,919 | ExcessRevenueOverExpensesAmt |
| Other Increases | $301,651 | OtherIncreasesAmt |
| Subtotal | $11,106,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,106,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. BROWN ADVISORY SUSTAINABLE BD INSTL | 2022-01-01 | 2022-05-31 | $916,276 | $920,665 | -$4,389 | -$4,389 | |
| 1. BROWN ADVISORY SUSTAINABLE BD INSTL | 2021-01-01 | 2022-05-31 | $1,249,471 | $1,030,343 | $219,128 | $219,128 | |
| CAPITAL GAIN DIVIDENDS | $221,514 | P | |||||
| CAPITAL GAIN DIVIDENDS | $221,514 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,253 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,922 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,922 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,892 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,266 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $95 | EsPenaltyAmt |
| Overpayment | $14,249 | OverpaymentAmt |
| Applied To ES Tax | $14,249 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | BROWN ADVISORY | IndividualWithBooksNm |
| Phone | 2128718569 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 49TH STREET 35TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES H OTTAWAY JR | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 2 | $0 |
| CHRISTOPHER H OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| DAVID B OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| MARINA S OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 2 | $0 |
| ALEXANDRA OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| FRANK ALEXEI SHERER | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| ERIC B OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE/TREASURER | 2 | $0 |
| KATRINA VELDER-OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| ROBIN H OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| CHRISTINE SHERER | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| RUTH O SHERER | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| AUDRA OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| LISA ORLOFF | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| JAY OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| NICHOLAS SHERER | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| AFRIME OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE/VICE PRESIDENT | 1 | $0 |
| RICHARD SHERER | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| KAILAN OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| TORIN OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE/SECRETARY | 1 | $0 |
| JENNIFER SHERER | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE/PRESIDENT | 1 | $0 |
| RICKY SHERER | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| JILL FAHY-OTTAWAY | ||||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROWN ADVISORY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET SUITE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $62,985 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,854,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $920,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,774,672 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,774,672 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,583,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $629,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $629,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,922 | TotalTaxAmt |
| Distributable Before Adj | $617,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $617,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $617,231 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $692,304 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $692,304 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $617,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,153 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,848 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,185 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $411,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $692,304 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $617,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,073 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $486,757 | 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 | $27,153 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $459,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,415 | ExcessFromYear4Amt |
| Excess From Year3 | $98,848 | ExcessFromYear3Amt |
| Excess From Year2 | $174,185 | ExcessFromYear2Amt |
| Excess From Year1 | $84,083 | ExcessFromYear1Amt |
| Excess From Current Year | $75,073 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BROWN ADVISORY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 49TH STREET 35TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128718569 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN BUSINESS LETTER FORM DISCLOSING ALL PERTINENT FACTS RELATIVE TO SUCH REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION SHOULD BE SUBMITTED TO THE FOUNDATION BY MARCH 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTRUCTIONS OR OTHER FACTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Carter Burden Network Inc | ||||||||
| 415 EAST 73RD STREET | New York | NY | 10021 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| Carroll Center for the Blind | ||||||||
| 770 CENTRE STREET | Newton | MA | 02458 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| The Good Dog Foundation Inc | ||||||||
| PO BOX 346 | Hudson | NY | 12534 | NONE | PC | PROGRAM SUPPORT | $32,000 | |
| Breakthrough Silicon Valley | ||||||||
| 645 WOOL CREEK DRIVE | San Jose | CA | 95112 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| Long Island University George Polk Award | ||||||||
| 8 SPIES ROAD | New Paltz | NY | 12561 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| Urban Arts | ||||||||
| 1 EDGEWOOD LANE | Bronxville | NY | 10708 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| The Maine Center for Public Interest Rep | ||||||||
| PO BOX 284 | Hallowell | ME | 04347 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| Perkins School for the Blind | ||||||||
| 175 N BEACON STREET | Watertown | MA | 02472 | NONE | PC | PROGRAM SUPPORT | $40,000 | |
| Fund for Investigative Journalism Inc | ||||||||
| 1110 VERMONT AVENUE NW SUITE 500 | Washington | WA | 20005 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| Community Reporting Alliance | ||||||||
| 20 WEST AVENUE | Chester | NY | 10918 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| RowNY | ||||||||
| 252 W 37TH ST 4TH FLOOR | New York | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| Reading Team | ||||||||
| 2090 ADAM CLAYTON POWELL JR BLVD | New York | NY | 10027 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| NY Writers Coalition Inc | ||||||||
| 40 CLARKSON AVENUE APT 6J | Brooklyn | NY | 11226 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| Inwood Academy | ||||||||
| 3896 10TH AVENUE | New York | NY | 10034 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| Committee to Protect Journalists | ||||||||
| PO BOX 2675 | New York | NY | 10108 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| Genesys Works Bay Area | ||||||||
| 1745 PACIFIC AVENUE APT 303 | San Francisco | CA | 94109 | NONE | PC | PROGRAM SUPPORT | $20,000 | c/o Mackenzie Betrone-Harpst |
| The Trace | ||||||||
| PO BOX 24532 | Brooklyn | NY | 11202 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| SUNY New Paltz Foundation Inc | ||||||||
| 1 HAWK DR | New Paltz | NY | 12561 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| Inside Climate News | ||||||||
| 89 FERN HILL ROAD | Ghent | NY | 12075 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| Fresh Meat Productions | ||||||||
| 375 27TH STREET A | San Francisco | CA | 94131 | NONE | PC | PROGRAM SUPPORT | $30,000 | |
| Streetsquash | ||||||||
| 245 7TH AVENUE 11B | New York | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| Harlem Academy | ||||||||
| PO BOX 641 INWOOD STATION | New York | NY | 10034 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| South Bronx United | ||||||||
| PO BOX 1267 | Bronx | NY | 10451 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| New Heights Youth | ||||||||
| 2472 BROADWAY PMB 112 | Harlem | NY | 10025 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| Parent Institute for Quality Education | ||||||||
| 22 WEST 35TH STREET SUITE 201 | National City | CA | 91950 | NONE | PC | PROGRAM SUPPORT | $15,000 | (PIQE) |
| AVID Escondido | ||||||||
| 1535 N BROADWAY | Escondido | CA | 92026 | NONE | PC | PROGRAM SUPPORT | $53,462 | |
| Latino U College Access Inc (LUCA) | ||||||||
| 75 VIRGINIA ROAD | White Plains | NY | 10603 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| St Ignatius | ||||||||
| 740 MANIDA STREET | Bronx | NY | 10474 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| VTDigger | ||||||||
| 26 STATE ST SUITE 8 | Montpelier | VT | 05602 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| Goddard Riverside Community Center | ||||||||
| 593 COLUMBUS AVENUE | New York | NY | 10024 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| Chess-in-the-Schools INC | ||||||||
| 520 8TH AVENUE FL 22 ROOM 2206 | New York | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| Young People's Chorus of New York City | ||||||||
| 37 W 65TH ST FL 2 | New York | NY | 10023 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| MANA de San Diego | ||||||||
| 404 EUCLID AVE 308 | San Diego | CA | 92114 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $685,462 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $436,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 900099 | $369,524 | 1 | $356,695 |
| TAX REFUND | 14 | $16,629 | ||
| OTHER INCOME | 14 | $770 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $369,524 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $956,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,326,481 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Jay and Katrina Ottaway | ||||||
| 1 | 258 Clark Road | Brookline | MA | 02445 | $5,000 | Yes (X) |
| Alexandra H Ottaway | ||||||
| 2 | PO Box 1147 | Northhampton | MA | 01061 | $9,000 | Yes (X) |
| David B Ottaway | ||||||
| 3 | 700 New Hampshire Ave NW 1208 | Washington | DC | 20037 | $8,000 | Yes (X) |
| Ruth Sherer | ||||||
| 4 | 12 East 49th Street 35th Floor | New York | NY | 10017 | $6,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $12,185 | Amt |
| Net Investment Income | $6,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,092 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $22,981 | $11,389 | $0 |
| NY ATTORNEY GENERAL FEES | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $726,219 | $356,695 |
| TAX REFUND | $16,629 | $0 |
| OTHER INCOME | $770 | $770 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $296,689 |
| VALUE EXCEEDING BASIS FOR ASSETS CONTRIB | $4,962 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $62,929 | Amt |
| Net Investment Income | $62,929 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $28 | $28 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,640 | $1,640 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $549 | $549 | $0 |
Comments