2023-04-14T18:00:34-05:00 2022-05-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2021-06-01 141505939 THE NICHOLAS B OTTAWAY FDN INC OTTA 8454674989 12 EAST 49TH STREET 35TH FLOOR NEW YORK NY 10017 AFRIME OTTAWAY OFFICER 8454674989 2023-04-10 true KELLY NEUGEBAUER P01285591 6142211000 2023-04-10 2021 2023-04-26 12:10:37Z X 11428960 36962 146610 146595 436253 2387261 436253 0 743618 357465 1363443 940313 0 0 0 0 0 0 12185 6093 0 6092 62929 62929 0 0 2217 2217 0 0 0 0 0 0 0 23731 11389 750 101062 82628 0 6842 685462 685462 786524 82628 0 692304 576919 857685 0 778040 809420 809420 0 0 0 5304460 6329666 7096823 3551151 3677057 3367665 593922 290000 155052 10227573 11106143 11428960 0 X 10227573 11106143 10227573 11106143 10227573 11106143 10227573 576919 301651 11106143 0 11106143 1. BROWN ADVISORY SUSTAINABLE BD INSTL 2022-01-01 2022-05-31 916276 920665 -4389 -4389 1. BROWN ADVISORY SUSTAINABLE BD INSTL 2021-01-01 2022-05-31 1249471 1030343 219128 219128 CAPITAL GAIN DIVIDENDS P 221514 CAPITAL GAIN DIVIDENDS P 221514 436253 11922 0 11922 0 11922 2374 0 23892 26266 95 14249 14249 0 false false false false false true true false true true NY true false false false false true BROWN ADVISORY 2128718569 12 EAST 49TH STREET 35TH FLOOR NEW YORK NY 10017 false false false false false false false false false false false false false false false false false false false false false 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 NONE 0 BROWN ADVISORY 901 SOUTH BOND STREET SUITE 400 BALTIMORE MD 21231 INVESTMENT ADVISORY 62985 0 11854540 920132 0 12774672 0 0 12774672 191620 12583052 629153 629153 11922 11922 617231 0 617231 0 617231 692304 0 0 0 0 692304 617231 0 0 27153 27415 98848 174185 84083 411684 692304 0 0 0 617231 75073 0 0 486757 0 0 0 0 0 0 27153 459604 27415 98848 174185 84083 75073 BROWN ADVISORY 12 EAST 49TH STREET 35TH FLOOR NEW YORK NY 10017 2128718569 APPLICATION SHOULD BE SUBMITTED IN BUSINESS LETTER FORM DISCLOSING ALL PERTINENT FACTS RELATIVE TO SUCH REQUEST. APPLICATION SHOULD BE SUBMITTED TO THE FOUNDATION BY MARCH 31ST. THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTRUCTIONS OR OTHER FACTORS. Carter Burden Network Inc 415 EAST 73RD STREET New York NY 10021 NONE PC PROGRAM SUPPORT 30000 Carroll Center for the Blind 770 CENTRE STREET Newton MA 02458 NONE PC PROGRAM SUPPORT 30000 The Good Dog Foundation Inc PO BOX 346 Hudson NY 12534 NONE PC PROGRAM SUPPORT 32000 Breakthrough Silicon Valley 645 WOOL CREEK DRIVE San Jose CA 95112 NONE PC PROGRAM SUPPORT 20000 Long Island University George Polk Award 8 SPIES ROAD New Paltz NY 12561 NONE PC PROGRAM SUPPORT 25000 Urban Arts 1 EDGEWOOD LANE Bronxville NY 10708 NONE PC PROGRAM SUPPORT 10000 The Maine Center for Public Interest Rep PO BOX 284 Hallowell ME 04347 NONE PC PROGRAM SUPPORT 25000 Perkins School for the Blind 175 N BEACON STREET Watertown MA 02472 NONE PC PROGRAM SUPPORT 40000 Fund for Investigative Journalism Inc 1110 VERMONT AVENUE NW SUITE 500 Washington WA 20005 NONE PC PROGRAM SUPPORT 25000 Community Reporting Alliance 20 WEST AVENUE Chester NY 10918 NONE PC PROGRAM SUPPORT 10000 RowNY 252 W 37TH ST 4TH FLOOR New York NY 10018 NONE PC PROGRAM SUPPORT 30000 Reading Team 2090 ADAM CLAYTON POWELL JR BLVD New York NY 10027 NONE PC PROGRAM SUPPORT 15000 NY Writers Coalition Inc 40 CLARKSON AVENUE APT 6J Brooklyn NY 11226 NONE PC PROGRAM SUPPORT 10000 Inwood Academy 3896 10TH AVENUE New York NY 10034 NONE PC PROGRAM SUPPORT 15000 Committee to Protect Journalists PO BOX 2675 New York NY 10108 NONE PC PROGRAM SUPPORT 30000 Genesys Works Bay Area c/o Mackenzie Betrone-Harpst 1745 PACIFIC AVENUE APT 303 San Francisco CA 94109 NONE PC PROGRAM SUPPORT 20000 The Trace PO BOX 24532 Brooklyn NY 11202 NONE PC PROGRAM SUPPORT 30000 SUNY New Paltz Foundation Inc 1 HAWK DR New Paltz NY 12561 NONE PC PROGRAM SUPPORT 15000 Inside Climate News 89 FERN HILL ROAD Ghent NY 12075 NONE PC PROGRAM SUPPORT 25000 Fresh Meat Productions 375 27TH STREET A San Francisco CA 94131 NONE PC PROGRAM SUPPORT 30000 Streetsquash 245 7TH AVENUE 11B New York NY 10001 NONE PC PROGRAM SUPPORT 20000 Harlem Academy PO BOX 641 INWOOD STATION New York NY 10034 NONE PC PROGRAM SUPPORT 10000 South Bronx United PO BOX 1267 Bronx NY 10451 NONE PC PROGRAM SUPPORT 20000 New Heights Youth 2472 BROADWAY PMB 112 Harlem NY 10025 NONE PC PROGRAM SUPPORT 10000 Parent Institute for Quality Education (PIQE) 22 WEST 35TH STREET SUITE 201 National City CA 91950 NONE PC PROGRAM SUPPORT 15000 AVID Escondido 1535 N BROADWAY Escondido CA 92026 NONE PC PROGRAM SUPPORT 53462 Latino U College Access Inc (LUCA) 75 VIRGINIA ROAD White Plains NY 10603 NONE PC PROGRAM SUPPORT 20000 St Ignatius 740 MANIDA STREET Bronx NY 10474 NONE PC PROGRAM SUPPORT 10000 VTDigger 26 STATE ST SUITE 8 Montpelier VT 05602 NONE PC PROGRAM SUPPORT 10000 Goddard Riverside Community Center 593 COLUMBUS AVENUE New York NY 10024 NONE PC PROGRAM SUPPORT 15000 Chess-in-the-Schools INC 520 8TH AVENUE FL 22 ROOM 2206 New York NY 10018 NONE PC PROGRAM SUPPORT 15000 Young People's Chorus of New York City 37 W 65TH ST FL 2 New York NY 10023 NONE PC PROGRAM SUPPORT 10000 MANA de San Diego 404 EUCLID AVE 308 San Diego CA 92114 NONE PC PROGRAM SUPPORT 10000 685462 14 146610 18 436253 PARTNERSHIP INCOME 900099 369524 1 356695 TAX REFUND 14 16629 OTHER INCOME 14 770 369524 956957 1326481 false false false false false false false false false false X X 1 Jay and Katrina Ottaway 258 Clark Road Brookline MA 02445 5000 X 2 Alexandra H Ottaway PO Box 1147 Northhampton MA 01061 9000 X 3 David B Ottaway 700 New Hampshire Ave NW 1208 Washington DC 20037 8000 X 4 Ruth Sherer 12 East 49th Street 35th Floor New York NY 10017 6000 X TAX PREPARATION FEE 12185 6093 6092 PARTNERSHIP EXPENSES 22981 11389 0 NY ATTORNEY GENERAL FEES 750 0 750 PARTNERSHIP INCOME 726219 356695 TAX REFUND 16629 0 OTHER INCOME 770 770 COST BASIS ADJUSTMENT 296689 VALUE EXCEEDING BASIS FOR ASSETS CONTRIB 4962 INVESTMENT ADVISORY FEES 62929 62929 FOREIGN TAXES 28 28 0 FOREIGN TAXES ON QUALIFIED FOR 1640 1640 0 FOREIGN TAXES ON NONQUALIFIED 549 549 0