WILLIAM G STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G STEWART FAMILY FOUNDATION INC (EIN 52-2165295)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349104011
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T16:00:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 180 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522165295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM G STEWART FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4105375496 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G STEWART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4105375496 | PhoneNum |
| Signature | 2022-05-11 | 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 | 2022-05-11 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,403,567 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $216,055 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,104 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,778 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $68,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,219 | 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 |
| Other Prof Fees Rev And Expnss | $3,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,772 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | 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 | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,853 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $837,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $822,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,362,714 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $850,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $863,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,403,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $850,274 | CapitalStockBOYAmt |
| Capital Stock EOY | $863,088 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $863,088 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $850,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $863,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,194 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $863,468 | SubtotalAmt |
| Other Decreases | $380 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $863,088 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (178 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 51. ALTRIA GROUP INC | 2019-10-15 | 2021-01-11 | $2,113 | $2,195 | -$82 | -$82 | |
| 100. COCA COLA CO. | 2019-10-15 | 2021-01-11 | $5,003 | $5,359 | -$356 | -$356 | |
| 32. PHILIP MORRIS INTERNATIONAL INC | 2019-10-15 | 2021-01-11 | $2,637 | $2,505 | $132 | $132 | |
| 21. PHILIP MORRIS INTERNATIONAL INC | 2020-03-24 | 2021-01-11 | $1,731 | $1,319 | $412 | $412 | |
| 20. CINCINNATI FINANCIAL CORP | 2019-10-15 | 2021-01-15 | $1,875 | $2,324 | -$449 | -$449 | |
| 8. CINCINNATI FINANCIAL CORP | 2019-10-15 | 2021-01-19 | $754 | $930 | -$176 | -$176 | |
| 8. ABBVIE INC | 2019-10-15 | 2021-01-20 | $900 | $595 | $305 | $305 | |
| 5. AMERN TOWER CORP REIT | 2019-10-15 | 2021-01-20 | $1,110 | $1,126 | -$16 | -$16 | |
| 7. AMERIPRISE FINL | 2019-10-15 | 2021-01-20 | $1,491 | $977 | $514 | $514 | |
| 4. ANALOG DEVICES INC | 2020-03-12 | 2021-01-20 | $640 | $360 | $280 | $280 | |
| 22. APPLE COMPUTER INC. | 2019-10-15 | 2021-01-20 | $2,903 | $1,302 | $1,601 | $1,601 | |
| 9. AUTOMATIC DATA PROCESSING INC. | 2019-10-15 | 2021-01-20 | $1,459 | $1,475 | -$16 | -$16 | |
| 34. BANK OF AMERICA CORPORATION | 2019-10-15 | 2021-01-20 | $1,095 | $1,000 | $95 | $95 | |
| 9. BECTON DICKINSON SER B 6.0% CV PFD | 2020-09-10 | 2021-01-20 | $507 | $470 | $37 | $37 | |
| 9. BEST BUY COMPANY INC | 2019-10-15 | 2021-01-20 | $1,007 | $616 | $391 | $391 | |
| 16. BLACKSTONE INC | 2020-09-22 | 2021-01-20 | $1,040 | $823 | $217 | $217 | |
| 4. CANADIAN NATL RAILWAY CO | 2020-03-12 | 2021-01-20 | $440 | $277 | $163 | $163 | |
| 11. CINCINNATI FINANCIAL CORP | 2020-04-28 | 2021-01-20 | $1,017 | $800 | $217 | $217 | |
| 13. CINCINNATI FINANCIAL CORP | 2020-01-09 | 2021-01-20 | $1,202 | $1,499 | -$297 | -$297 | |
| 36. CISCO SYSTEMS | 2019-10-15 | 2021-01-20 | $1,628 | $1,659 | -$31 | -$31 | |
| 4. CLOROX CO | 2021-01-11 | 2021-01-20 | $785 | $780 | $5 | $5 | |
| 24. COMCAST CORP NEW CL A | 2019-10-15 | 2021-01-20 | $1,176 | $1,085 | $91 | $91 | |
| 14. DOMINION RES INC VA NEW | 2021-01-11 | 2021-01-20 | $996 | $1,016 | -$20 | -$20 | |
| 13. DOW INC | 2019-10-15 | 2021-01-20 | $755 | $608 | $147 | $147 | |
| 5. ERIE INDEMNITY CO | 2019-10-15 | 2021-01-20 | $1,208 | $914 | $294 | $294 | |
| 4. GENERAL DYNAMICS CORP | 2019-10-15 | 2021-01-20 | $614 | $714 | -$100 | -$100 | |
| 7. GILEAD SCIENCES INC. | 2019-10-15 | 2021-01-20 | $473 | $455 | $18 | $18 | |
| 8. HASBRO INC | 2019-10-15 | 2021-01-20 | $757 | $976 | -$219 | -$219 | |
| 4. HOME DEPOT INC. | 2019-10-15 | 2021-01-20 | $1,107 | $942 | $165 | $165 | |
| 11. J P MORGAN CHASE & CO | 2019-10-15 | 2021-01-20 | $1,493 | $1,312 | $181 | $181 | |
| 9. JOHNSON & JOHNSON | 2019-10-15 | 2021-01-20 | $1,467 | $1,203 | $264 | $264 | |
| 5. KKR CO INC SER C 6.0% CV PFD | 2020-09-23 | 2021-01-20 | $303 | $260 | $43 | $43 | |
| 63. KINDER MORGAN INC | 2019-09-19 | 2021-01-20 | $977 | $1,239 | -$262 | -$262 | |
| 3. L3HARRIS TECHNOLOGIES INC | 2020-10-30 | 2021-01-20 | $567 | $477 | $90 | $90 | |
| 6. LOWES COS INC | 2019-10-15 | 2021-01-20 | $1,042 | $670 | $372 | $372 | |
| 6. MCDONALDS CORP. | 2019-10-15 | 2021-01-20 | $1,276 | $1,253 | $23 | $23 | |
| 23. MERCK CO INC | 2019-10-15 | 2021-01-20 | $1,898 | $1,954 | -$56 | -$56 | |
| 15. MICROSOFT CORP. | 2019-10-15 | 2021-01-20 | $3,365 | $2,113 | $1,252 | $1,252 | |
| 14. NOVARTIS AG ADR | 2019-10-15 | 2021-01-20 | $1,355 | $1,209 | $146 | $146 | |
| 4. OTIS WORLDWIDE CORP | 2019-10-15 | 2021-01-20 | $261 | $281 | -$20 | -$20 | |
| 6. T. ROWE PRICE GROUP INC | 2020-03-11 | 2021-01-20 | $964 | $634 | $330 | $330 | |
| 2.99915 PROCTER & GAMBLE CO. | 2021-01-11 | 2021-01-20 | $396 | $413 | -$17 | -$17 | |
| 3.00085 PROCTER & GAMBLE CO. | 2021-01-11 | 2021-01-20 | $396 | $414 | -$18 | -$18 | |
| 8. RAYTHEON TECHNOLOGIES CORP COM | 2019-10-15 | 2021-01-20 | $554 | $625 | -$71 | -$71 | |
| 28. REYNOLDS CONSUMER PRODS I | 2020-09-14 | 2021-01-20 | $796 | $910 | -$114 | -$114 | |
| 8. TARGET CORPORATION | 2020-03-25 | 2021-01-20 | $1,504 | $743 | $761 | $761 | |
| 14. UNILEVER PLC | 2019-10-15 | 2021-01-20 | $833 | $819 | $14 | $14 | |
| 3. UNITEDHEALTH GROUP INC | 2019-10-15 | 2021-01-20 | $1,049 | $708 | $341 | $341 | |
| 12. WP CAREY INC | 2019-10-15 | 2021-01-20 | $808 | $1,085 | -$277 | -$277 | |
| 4. ACCENTURE PLC | 2019-10-15 | 2021-01-20 | $1,045 | $745 | $300 | $300 | |
| 5. LINDE PLC SHS | 2019-10-15 | 2021-01-20 | $1,302 | $977 | $325 | $325 | |
| 10. MEDTRONIC PLC | 2019-10-15 | 2021-01-20 | $1,191 | $1,080 | $111 | $111 | |
| 174.155 BROWN ADVISORY FLEXIBLE EQUITY INV | 2019-12-16 | 2021-01-27 | $5,000 | $4,160 | $840 | $840 | |
| 25. HEICO CORP | 2020-09-01 | 2021-01-28 | $2,953 | $2,733 | $220 | $220 | |
| 50. STERICYCLE INC | 2020-09-01 | 2021-01-28 | $3,368 | $3,183 | $185 | $185 | |
| 25. BERKSHIRE HATHAWAY INC CL B | 2020-09-01 | 2021-01-29 | $5,723 | $5,424 | $299 | $299 | |
| 50. CHURCH & DWIGHT CO. INC. | 2020-09-01 | 2021-01-29 | $4,265 | $4,768 | -$503 | -$503 | |
| 30. SALESFORCE INC COM | 2020-09-01 | 2021-01-29 | $6,800 | $8,131 | -$1,331 | -$1,331 | |
| 8. GENERAL DYNAMICS CORP | 2020-05-08 | 2021-02-11 | $1,323 | $1,179 | $144 | $144 | |
| 4. GENERAL DYNAMICS CORP | 2019-10-15 | 2021-02-11 | $661 | $714 | -$53 | -$53 | |
| 10. AUTODESK INC | 2020-09-01 | 2021-02-18 | $2,974 | $2,480 | $494 | $494 | |
| 15. J P MORGAN CHASE & CO | 2020-09-03 | 2021-02-18 | $2,160 | $1,516 | $644 | $644 | |
| 15. NIKE INC | 2020-09-01 | 2021-02-18 | $2,150 | $1,680 | $470 | $470 | |
| 500. LANDMARK INFRASTRUCTURE PARTNERS L P | 2020-09-01 | 2021-03-08 | $6,190 | $5,036 | $1,154 | $1,154 | |
| 25. MICROSOFT CORP. | 2020-09-01 | 2021-03-08 | $5,765 | $5,638 | $127 | $127 | |
| 35. VERISK ANALYTICS INC COM | 2021-03-08 | 2021-05-06 | $6,085 | $6,410 | -$325 | -$325 | |
| 4. LOWES COS INC | 2019-10-15 | 2021-05-19 | $757 | $446 | $311 | $311 | |
| 10. ORGANON CO | 2021-02-24 | 2021-06-07 | $317 | $355 | -$38 | -$38 | |
| 50. ECOLAB INC | 2021-01-29 | 2021-06-09 | $10,573 | $10,189 | $384 | $384 | |
| 5. MICROSOFT CORP. | 2019-10-15 | 2021-06-14 | $1,286 | $704 | $582 | $582 | |
| 30. RAYTHEON TECHNOLOGIES CORP COM | 2020-05-08 | 2021-06-14 | $2,669 | $2,083 | $586 | $586 | |
| 8. ORGANON CO | 2020-05-01 | 2021-06-17 | $250 | $314 | -$64 | -$64 | |
| .5 ORGANON CO | 2020-05-01 | 2021-06-22 | $15 | $18 | -$3 | -$3 | |
| 13. CLOROX CO | 2021-01-11 | 2021-08-03 | $2,092 | $2,534 | -$442 | -$442 | |
| 1. ALPHABET INC CL C | 2020-09-01 | 2021-08-09 | $2,760 | $1,636 | $1,124 | $1,124 | |
| 100. HAIN CELESTIAL GROUP INC | 2020-09-01 | 2021-08-19 | $4,004 | $3,300 | $704 | $704 | |
| 8. JOHNSON & JOHNSON | 2019-10-15 | 2021-09-01 | $1,385 | $1,069 | $316 | $316 | |
| 5. CLOROX CO | 2021-02-11 | 2021-09-17 | $840 | $934 | -$94 | -$94 | |
| 5. ERIE INDEMNITY CO | 2019-10-15 | 2021-11-02 | $1,063 | $914 | $149 | $149 | |
| 75. CHEGG INC COM USD0.001 | 2021-03-08 | 2021-11-03 | $2,517 | $5,704 | -$3,187 | -$3,187 | |
| 1. ERIE INDEMNITY CO | 2019-10-15 | 2021-11-03 | $212 | $183 | $29 | $29 | |
| 138.581 BROWN ADVISORY FLEXIBLE EQUITY INV | 2018-12-17 | 2021-11-24 | $5,000 | $2,693 | $2,307 | $2,307 | |
| 277.162 BROWN ADVISORY FLEXIBLE EQUITY INV | 2018-12-17 | 2021-11-24 | $10,000 | $4,911 | $5,089 | $5,089 | |
| 17. CANADIAN NATL RAILWAY CO | 2020-03-16 | 2021-11-30 | $2,150 | $1,170 | $980 | $980 | |
| 30. HASBRO INC | 2020-01-09 | 2021-11-30 | $2,901 | $3,607 | -$706 | -$706 | |
| 233.44 BROWN ADVISORY FLEXIBLE EQUITY INV | 2017-02-09 | 2021-12-01 | $8,000 | $4,057 | $3,943 | $3,943 | |
| 114.09 BROWN ADVISORY FLEXIBLE EQUITY INV | 2017-02-09 | 2021-12-06 | $4,000 | $1,983 | $2,017 | $2,017 | |
| 3. SHOPIFY INC A | 2021-01-29 | 2021-12-06 | $4,171 | $3,319 | $852 | $852 | |
| 55.54 BROWN ADVISORY FLEXIBLE EQUITY INV | 2017-02-09 | 2021-12-08 | $2,000 | $965 | $1,035 | $1,035 | |
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P | |||||
| CAPITAL GAIN DIVIDENDS | $28,807 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,104 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $232 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $232 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $635 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 | 4105375496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S BOND STREET SUITE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM G STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | PRES-TREAS-TTEE | 1 | $0 |
| CAROLINE R STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | VP-SECRETARY-TTEE | 1 | $0 |
| WILLIAM G STEWART JR | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | TRUSTEE | 1 | $0 |
| 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 |
| 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 | $1,304,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,318,382 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,318,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,298,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $867 | TotalTaxAmt |
| Distributable Before Adj | $64,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,250 | 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 | $51,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,825 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,825 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $63,638 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM STEWART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 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 |
|---|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | ||||||||
| 2080 DUKE UNIVERSITY ROAD | Durham | NC | 27708 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | Staten Island | NY | 10306 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| BOSTON CENTER FOR PREGNANCY CHOICES | ||||||||
| 120 LINCOLN ST SUITE 1A | Boston | MA | 02111 | NONE | PC | PROGRAM SUPPORT | $500 | |
| JOHN HOPKINS SCHOOL OF NURSING | ||||||||
| 525 N WOLFE ST | Baltimore | MD | 21205 | NONE | PC | PROGRAM SUPPORT | $2,000 | ANNA D WOLF SCHOLARSHIP |
| JEWISH FAMILY AND CHILDRENS SERVICE | ||||||||
| 1430 MAIN ST | Waltham | MA | 02451 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| SCIENCE CLUB FOR GIRLS | ||||||||
| 136 MAGAZINE ST | Cambridge | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| CONTEMPORARY AUSTIN MUSEUM INC | ||||||||
| 700 CONGRESS AVE | Austin | TX | 78701 | NONE | PC | PROGRAM SUPPORT | $900 | |
| VILLA ACADEMY | ||||||||
| 5001 NE 50TH ST | Seattle | WA | 98105 | NONE | PC | PROGRAM SUPPORT | $2,100 | |
| WATERLOO GREENWAY CONSERVANCY | ||||||||
| 1111 RED RIVER ST | Austin | TX | 78701 | NONE | PC | PROGRAM SUPPORT | $750 | |
| HABITAT FOR HUMANITY OF | ||||||||
| 3741 COMMERCE DR 309 | Baltimore | MD | 21227 | NONE | PC | PROGRAM SUPPORT | $1,000 | THE CHESAPEAKE INC |
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS ROAD | Baltimore | MD | 21227 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| PENFIELD PUBLIC LIBRARY FOUNDATION | ||||||||
| 1985 BAIRD RD | Penfield | NY | 14526 | NONE | PC | PROGRAM SUPPORT | $500 | |
| IMPACT AUSTIN FOUNDATION | ||||||||
| PO BOX 28148 | AUSTIN | TX | 78755 | NONE | PC | PROGRAM SUPPORT | $1,250 | |
| COLLEGE FOUNDATION OF THE UNIVERSITY | ||||||||
| PO BOX 400801 | CHARLOTTESVILLE | VA | 229044801 | NONE | PC | PROGRAM SUPPORT | $500 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1110 VERMONT AVENUE | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| HELPING UP MISSION | ||||||||
| 1029 E BALTIMORE ST | Baltimore | MD | 21202 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| REACH BEYOND DOMESTIC VIOLENCE INC | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNIV OF NORTH CAROLINA WILMINGTON | ||||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | NONE | PC | GENERAL | $1,500 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 232 ST THOMAS LANE | OWINGS MILLS | MD | 21117 | NONE | PC | GENERAL | $4,000 | KIM BAUMILLER FIN SECRETARY |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | 2011 40TH REUNION | $1,000 | |
| PAUL'S PLACE | ||||||||
| 1118 WARD STREET | BALTIMORE | MD | 21230 | NONE | PC | PROGRAM SUPPORT | $6,500 | WILLIAM MCLENNAN EX DIR |
| THE VALLEY'S PLANNING COUNCIL | ||||||||
| 118 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | NONE | PC | PROGRAM SUPPORT | $5,750 | |
| HOPEWELL CANCER SUPPORT | ||||||||
| PO BOX 755 | BROOKLANDVILLE | MD | 21022 | NONE | PC | FIREFLIES -2ND INSTALLMENT | $1,000 | ATTN SUZANNE BRACE |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| WBUR 909 FM | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,250 | 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 | $12,393 | 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 | $54,104 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,778 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,275 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY MUTUAL FUNDS | $493,886 | $902,576 |
| FOREIGN STOCKS | $42,057 | $52,632 |
| COMMON STOCKS | $283,685 | $404,048 |
| PREF. STOCK | $2,607 | $3,458 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $380 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,778 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER EXPENSE (NON-DEDUCTIBLE | $1 | $1 |
| INVESTMENT FEES-PRIN | $3,771 | $3,771 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $54 | Amt |
| Net Investment Income | $54 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments