THORNE COX FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THORNE COX FAMILY FOUNDATION (EIN 46-4274950)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349104472
- Schema version
- 2021v4.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- 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 | 2022-11-14T14:06:27-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dune | PersonFirstNm |
| Person Last | Thorne | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $4,768,791 | 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 | $208,565 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $49,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $480,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $704,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681,660 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $230,153 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $223,326 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $968,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $953,953 | 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 | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,919 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $81 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,443 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,443 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $595 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,799 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $583,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $913,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $217,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $217,601 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,119,521 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,551,190 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,551,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,196,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,768,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,768,791 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,196,209 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,768,791 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,196,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,768,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,196,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,768,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,196,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $583,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,780,178 | SubtotalAmt |
| Other Decreases | $11,387 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,768,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| Morris Foundation, LLC K-1 LT Gain/Loss | P | $378,555 | $378,555 | ||
| Morris Foundation, LLC K-1 ST Gain/Loss | P | $11,290 | $11,290 | ||
| Morris Foundation, LLC K-1 1231 Gain/Loss | P | -$351 | -$351 | ||
| LT Gain/Loss | P | $270,867 | $270,867 | $422,393 | $151,526 |
| ST Gain/Loss | P | $8,128 | $8,128 | $268,346 | $260,218 |
| LT Capital Gains Distributions | P | $13,171 | $13,171 | $13,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,692 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,692 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,278 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,278 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,586 | OverpaymentAmt |
| Applied To ES Tax | $17,586 | 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 | |||||||||
| 54 Enfield Avenue | North Kingstown | RI | 028524902 | 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 | $1,115,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,517,842 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,663,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,663,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,593,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,692 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $414 | IncomeTaxAmt |
| Total Tax | $13,106 | TotalTaxAmt |
| Distributable Before Adj | $216,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,584 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $325,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,621 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,106 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $179,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,761 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $286,005 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $686,156 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,584 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,261 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $795,417 | 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 | $38,621 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $756,796 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,106 | ExcessFromYear4Amt |
| Excess From Year3 | $179,663 | ExcessFromYear3Amt |
| Excess From Year2 | $116,761 | ExcessFromYear2Amt |
| Excess From Year1 | $286,005 | ExcessFromYear1Amt |
| Excess From Current Year | $109,261 | 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 | 99 High St 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 - 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Avenue Concept Inc | ||||||
| 304 Lockwood St | Providence | RI | 02907 | PC | Operations budget assistance | $80,000 |
| Coastal Mountains Land Trust | ||||||
| 101 Mt Battie St | Camden | ME | 04843 | PC | Operations budget assistance | $25,000 |
| Council for Economic Education | ||||||
| 122 East 42nd Street Suite 1012 | New York | NY | 10168 | PC | Operations budget assistance | $20,000 |
| DeCordova and Dana Museum | ||||||
| 51 Sandy Pond Road | Lincoln | MA | 01773 | PC | Operations budget assistance | $5,000 |
| Issue One | ||||||
| 1401 K Street Suite 350 | Washington | DC | 20005 | PC | Operations budget assistance | $15,000 |
| Knox County Homeless Coalition | ||||||
| PO Box 1696 | Rockland | ME | 04841 | PC | Operations budget assistance | $10,000 |
| Lifeflight Foundation | ||||||
| PO Box 899 13 Main Street 2nd Floor | Camden | ME | 04843 | PC | Operations budget assistance | $5,000 |
| Living Observatory Inc | ||||||
| 69 Mt Vernon Street | Boston | MA | 02108 | PC | Operations budget assistance | $1,000 |
| Maine Coast Heritage Trust | ||||||
| 1 Bowdoin Mill Island | Topsham | ME | 04086 | PC | Operations budget assistance | $5,300 |
| Maine Public Broadcasting Corporation | ||||||
| 1450 Lisbon Street | Lewiston | ME | 04240 | PC | Operations budget assistance | $15,000 |
| Massachusetts Bay Community College Foundation Inc | ||||||
| 50 Oakland Street | Wellesley Hills | MA | 02481 | PC | Operations budget assistance | $15,000 |
| Milton Academy | ||||||
| 170 Centre St | Milton | MA | 02186 | PC | Operations budget assistance | $25,000 |
| Presidents and Fellows of Harvard College | ||||||
| 1033 Massachusetts Avenue 3rd Fl | Cambridge | MA | 02138 | PC | Operations budget assistance | $15,000 |
| Rockport Library Foundation | ||||||
| PO Box 204 | Rockport | ME | 04856 | PC | Operations budget assistance | $28,228 |
| United States Ski Team Foundation | ||||||
| PO Box 100 | Park City | UT | 84060 | PC | Operations budget assistance | $20,000 |
| Vital Voices Global Partnership Inc | ||||||
| 1509 16th Street NW | Washington | DC | 20036 | PC | Operations budget assistance | $25,000 |
| What Cheer Art Company | ||||||
| Box 23011 | Providence | RI | 02903 | PC | Operations budget assistance | $10,000 |
| The William A Farnsworth Library and Art Museum Inc | ||||||
| 356 Main Street | Rockland | ME | 04841 | PC | Operations budget assistance | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,528 | 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 | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $151 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,967 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,827 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $223,326 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,448 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $482,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,530 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $754,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $760,117 | TotalIncomeProducingActyAmt |
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 | $208,565 | 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 | $208,565 | FairMarketValueAmt |
| Received | 2021-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $5,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $81 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| Morris Foundation, LLC K-1 LT Gain/Loss - UBI | Purchased | $750 | Cost | $0 | $750 | |
| Morris Foundation, LLC K-1 1231 Gain/Loss - UBI | Purchased | Cost | $0 | -$2,273 | $2,273 | |
| Morris Foundation, LLC K-1 ST Gain/Loss - UBI | Purchased | $75 | Cost | $0 | $75 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in the Morris Foundation | FMV | $3,381,221 | $3,381,221 |
| Brown Advisory Sustainable BD Instl | FMV | $1,017,070 | $1,017,070 |
| Mela Artisans, Inc. | FMV | $144,457 | $144,457 |
| Calvert Small Cap CL I | FMV | $8,442 | $8,442 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains | $11,386 |
| Morris Foundation, LLC K-1 Cumulative tax basis adjustment | $1 |
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 | $21,109 | $21,109 | $0 |
| Morris Foundation, LLC K-1 Portolio Deductions 2% Floor | $8,430 | $6,443 | $0 |
| Morris Foundation, LLC K-1 Charitable Contributions | $167 | $0 | $167 |
| Morris Foundation, LLC K-1 Non-Deductible Expenses | $1,069 | $0 | $1,069 |
| Morris Foundation, LLC K-1 Royalty Deduction | $97 | $97 | $0 |
| Filing Fees | $150 | $150 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Morris Foundation, LLC K-1 Royalties | $513 | $513 | $513 |
| Morris Foundation, LLC K-1 Ordinary Income | $257 | $257 | $257 |
| Morris Foundation, LLC K-1 Other Income/Loss | $222,665 | $222,665 | $222,665 |
| Morris Foundation, LLC K-1 Ordinary Income - UBI | $4,649 | $0 | $4,649 |
| Morris Foundation, LLC K-1 Other Income/Loss - UBI | $2,166 | $0 | $2,166 |
| Morris Foundation, LLC K-1 Rental | -$109 | -$109 | -$109 |
| Morris Foundation, LLC K-1 Rental - UBI | $12 | $0 | $12 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $3,125 | Amt |
| Net Investment Income | $3,125 | 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 | $570 | $570 | $0 |
| Federal Taxes | $16,000 | $0 | $0 |
| State Taxes | $25 | $25 | $0 |
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