RUNNYMEDE SANCTUARY UA OF DIANA S WISTER 08052013 TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RUNNYMEDE SANCTUARY UA OF DIANA S WISTER 08052013 TR (EIN 38-7098075)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349100540
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:56:46-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231420296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIANA CARR O'CONNOR & LYNAM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E LANCASTER AVENUE SUITE 202 | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 387098075 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUNNYMEDE SANCTUARY TRUST UAT OF | BusinessNameLine1Txt |
| Business Name Line2 | DIANA S WISTER DTD 8/5/2013 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUNN | BusinessNameControlTxt |
| Phone | 6108575200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 CREEK ROAD | AddressLine1Txt |
| City | COATESVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET DURIEZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6108575200 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARGARET | PersonFirstNm |
| Person Last | DURIEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANNAH A COOVER | PreparerPersonNm |
| PTIN | P01380792 | PTIN |
| Phone | 6102964200 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $86,166,523 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $378,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $378,503 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $378,503 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,412,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,412 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,442 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,442 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $605,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $620,361 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $380,949 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $249,419 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $249,419 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,513 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,513 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,629 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,629 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,473 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,005 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,012 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $32,375 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $415,725 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $30,783 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,783 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $675 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $675 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $180,751 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,153,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $623,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,153,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $623,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$548,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $505,876 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $380,949 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $182,497 | CashBOYAmt |
| Cash EOY | $348,783 | CashEOYAmt |
| Cash EOYFMV | $348,783 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $640,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $494,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $494,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,223,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,510,474 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,510,474 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,280,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,679,482 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,679,482 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $55,491,926 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,359,009 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $54,527,130 | LandBOYAmt |
| Land EOY | $54,132,917 | LandEOYAmt |
| Land EOYFMV | $54,132,917 | LandEOYFMVAmt |
| Total Assets BOY | $82,855,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,166,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $86,166,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $82,855,168 | RetainedEarningBOYAmt |
| Retained Earning EOY | $86,166,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,855,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,166,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,855,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,166,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,855,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$548,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,859,919 | OtherIncreasesAmt |
| Subtotal | $86,166,523 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $86,166,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED STOCKS | P | $2,211,693 | $2,224,599 | -$12,906 | -$12,906 |
| SALES OF PUBLICLY TRADED STOCKS | P | $3,720,392 | $3,663,140 | $57,252 | $57,252 |
| SALES OF PUBLICLY TRADED STOCKS | D | $243,630 | $163,537 | $80,093 | $80,093 |
| INVESTMENT IN BROWN ADVISORY PEP V TE | P | $4,272 | $4,272 | $4,272 | |
| INVESTMENT IN BROWN ADVISORY PEP V TE | P | $7,255 | $7,255 | $7,255 | |
| INVESTMENT IN BROWN ADVISORY PEP VI | P | $971 | $971 | $971 | |
| INVESTMENT IN BROWN ADVISORY PEP VI | P | $4,391 | $4,391 | $4,391 | |
| INVESTMENT IN BROWN ADVISORY PEP VII | P | $311 | $311 | $311 | |
| INVESTMENT IN WHALE ROCK FLAGSHIP FUND | P | $86,996 | -$86,996 | -$86,996 | |
| INVESTMENT IN WHALE ROCK FLAGSHIP FUND | P | $6,703 | $6,703 | $6,703 | |
| CAPITAL GAINS DIVIDENDS | P | $178,066 | $178,066 | $178,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,412 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$94,348 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,368 | OverpaymentAmt |
| Applied To ES Tax | $9,368 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RUNNYMEDESANCTUARY.ORG | WebsiteAddressTxt |
| Individual With Books | SIANA CARR O'CONNOR LYNAM LLP | IndividualWithBooksNm |
| Phone | 6102964200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E LANCASTER AVE STE 202 | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET DURIEZ | ||||||||
| 250 PALMO WAY | PALM BEACH | FL | 33480 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REDMOND STEWART STRAWBRIDGE | ||||||||
| 3801 KENNETT PIKE SUITE B-100 | WILMINGTON | DE | 19807 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN FERRETTI | ||||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR ALBERTA M WISTER VMD | ||||||||
| 2110 TWINBROOK ROAD | BERWYN | PA | 19312 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON MAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 CREEK ROAD | AddressLine1Txt |
| City | COATESVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SANCTUARY MGR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $53,195 | CompensationAmt |
| Employee Benefits | $1,862 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN ADVISORY | BusinessNameLine1Txt |
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 | FINANCIAL SERVICES | ServiceTypeTxt |
| Compensation | $62,412 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PRESERVE THE ESSENTIAL TRANQUIL CHARACTER, QUIET BEAUTY, AND NATURAL RESOURCES OF ALL REAL ESTATE HELD WITHIN THE RUNNYMEDE SANCTUARY. | Description1Txt |
| Expenses1 | $623,581 | Expenses1Amt |
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 | $25,010,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,203,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,213,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,213,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $393,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,820,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,291,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $623,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $21,512 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $645,092 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $645,092 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2014-08-12 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $380,949 | CurrentYearAmt |
| Year1 | $464,690 | Year1Amt |
| Year2 | $546,945 | Year2Amt |
| Year3 | $423,093 | Year3Amt |
| Total | $1,815,677 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $323,807 | CurrentYearAmt |
| Year1 | $394,987 | Year1Amt |
| Year2 | $464,903 | Year2Amt |
| Year3 | $359,629 | Year3Amt |
| Total | $1,543,325 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $645,092 | CurrentYearAmt |
| Year1 | $1,509,383 | Year1Amt |
| Year2 | $2,171,433 | Year2Amt |
| Year3 | $4,496,405 | Year3Amt |
| Total | $8,822,313 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $645,092 | CurrentYearAmt |
| Year1 | $1,509,383 | Year1Amt |
| Year2 | $2,171,433 | Year2Amt |
| Year3 | $4,496,405 | Year3Amt |
| Total | $8,822,313 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $87,525,532 | CurrentYearAmt |
| Year1 | $83,798,452 | Year1Amt |
| Year2 | $79,230,021 | Year2Amt |
| Year3 | $80,423,034 | Year3Amt |
| Total | $330,977,039 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $55,491,926 | CurrentYearAmt |
| Year1 | $55,470,414 | Year1Amt |
| Year2 | $54,755,594 | Year2Amt |
| Year3 | $53,326,644 | Year3Amt |
| Total | $219,044,578 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $860,682 | CurrentYearAmt |
| Year1 | $870,455 | Year1Amt |
| Year2 | $824,503 | Year2Amt |
| Year3 | $794,956 | Year3Amt |
| Total | $3,350,596 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $378,503 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $583,126 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $583,126 | 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 Person | DIANA S WISTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2011 RENAISSANCE BLVD STE 102 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $31,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,430 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (61 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| 600.6 ACRES OF LAND | 2014-12-19 | $13,200,000 | L | $0 | $0 | $0 | ||
| SINGLE FAMILY RESIDENCE & 2 GARAGES | 2014-12-19 | $341,500 | SL | $8,756 | $0 | $8,756 | $44,145 | 39.000000000000 |
| 303.4 ACRES OF LAND | 2015-03-20 | $9,100,000 | L | $0 | $0 | $0 | ||
| FURNITURE - E BRAUN'S FARMTABLE | 2015-10-29 | $13,606 | 200DB | $1,188 | $0 | $1,944 | $10,191 | 7.000000000000 |
| EQUIPMENT - DOLLY FISHER INT | 2015-11-19 | $11,910 | 200DB | $1,141 | $0 | $1,141 | $10,769 | 5.000000000000 |
| EQUIPMENT - AG INDUSTRIAL | 2015-11-23 | $39,815 | 200DB | $3,813 | $0 | $3,813 | $36,002 | 5.000000000000 |
| 321.9 ACRES OF LAND | 2015-02-26 | $9,660,000 | L | $0 | $0 | $0 | ||
| FURNITURE - E BRAUN'S FARMTABLE | 2016-07-14 | $4,600 | 200DB | $428 | $0 | $657 | $3,103 | 7.000000000000 |
| EQUIPMENT - WOOD CHIPPER | 2016-10-13 | $31,270 | 200DB | $3,422 | $0 | $6,254 | $24,854 | 5.000000000000 |
| EQUIPMENT - SNAP ON TOOLS | 2016-10-13 | $7,125 | 200DB | $780 | $0 | $1,425 | $5,663 | 5.000000000000 |
| FARM TRUCK WITH SNOW PLOW | 2016-10-18 | $50,000 | 200DB | $5,472 | $0 | $10,000 | $39,740 | 5.000000000000 |
| EQUIPMENT - AG INDUSTRIAL | 2016-11-17 | $15,850 | 200DB | $1,734 | $0 | $3,170 | $12,598 | 5.000000000000 |
| 308 ACRES OF LAND | 2016-02-29 | $9,240,000 | L | $0 | $0 | $0 | ||
| EQUIPMENT - AG INDUSTRIAL | 2016-05-16 | $14,885 | 200DB | $1,692 | $0 | $2,327 | $12,558 | 5.000000000000 |
| EQUIPMENT - HOOBER INC. | 2016-05-25 | $26,447 | 200DB | $3,007 | $0 | $4,134 | $22,313 | 5.000000000000 |
| ANCIENTWOOD LTD. TABLE | 2016-06-20 | $17,750 | 200DB | $1,575 | $0 | $2,536 | $12,436 | 7.000000000000 |
| EQUIPMENT - LIBERTY TOOL | 2016-10-05 | $2,602 | 200DB | $285 | $0 | $520 | $2,068 | 5.000000000000 |
| TRUCK - COUNTRY DODGE | 2016-10-28 | $11,910 | 200DB | $1,303 | $0 | $2,382 | $9,466 | 5.000000000000 |
| 4 WHEELERS - LEROY'S INC | 2016-11-17 | $11,978 | 200DB | $1,311 | $0 | $2,396 | $9,520 | 5.000000000000 |
| EQUIPMENT - LIBERTY TOOL | 2016-12-05 | $1,029 | 200DB | $113 | $0 | $206 | $818 | 5.000000000000 |
| EQUIPMENT - HOOBER INC. | 2016-12-15 | $32,436 | 200DB | $3,550 | $0 | $6,487 | $25,780 | 5.000000000000 |
| IRRIGATION SYSTEM | 2016-06-01 | $6,032 | 150DB | $412 | $0 | $402 | $1,910 | 15.000000000000 |
| GAS TANK FENCING | 2016-06-01 | $5,400 | 150DB | $369 | $0 | $360 | $1,710 | 15.000000000000 |
| CONFERENCE CENTER/SHED | 2016-06-01 | $2,683,430 | SL | $68,806 | $0 | $68,806 | $243,688 | 39.000000000000 |
| DEEP LANDING WORKSHOP - LIGHTING | 2016-03-30 | $1,710 | 200DB | $149 | $0 | $244 | $1,243 | 7.000000000000 |
| CHICKEN COOPS - HORIZON STRUCTURES | 2016-04-25 | $14,940 | 200DB | $1,325 | $0 | $2,134 | $10,468 | 7.000000000000 |
| EQUIPMENT - KENNETH LYNCH | 2016-05-18 | $8,287 | 200DB | $942 | $0 | $1,295 | $6,992 | 5.000000000000 |
| DEEP LANDING WORKSHOP - LIGHTING | 2016-06-16 | $1,809 | 200DB | $160 | $0 | $258 | $1,268 | 7.000000000000 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | 2016-07-15 | $53,166 | 150DB | $3,730 | $0 | $3,544 | $15,862 | 15.000000000000 |
| LAND IMPROVEMENTS - MARTIN PAVING | 2016-06-08 | $39,386 | 150DB | $2,692 | $0 | $2,626 | $12,468 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2016-06-29 | $21,250 | 150DB | $1,452 | $0 | $1,417 | $6,727 | 15.000000000000 |
| LAND IMPROVEMENTS - EARTH CARE INC | 2016-06-17 | $1,710 | 150DB | $117 | $0 | $114 | $541 | 15.000000000000 |
| LAND IMPROVEMENTS - RP NURSERIES | 2016-06-29 | $7,118 | 150DB | $486 | $0 | $475 | $2,254 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2016-11-30 | $3,230 | 150DB | $233 | $0 | $215 | $904 | 15.000000000000 |
| IRRIGATION SYSTEM | 2016-12-15 | $14,249 | 150DB | $1,026 | $0 | $950 | $3,991 | 15.000000000000 |
| LAND IMPROVEMENTS - CHESTER COUNTY | 2016-11-30 | $52,900 | 150DB | $3,808 | $0 | $3,527 | $14,818 | 15.000000000000 |
| 181.85 ACRES OF LAND | 2016-02-29 | $4,545,000 | L | $0 | $0 | $0 | ||
| LAND IMPROVEMENTS - TOM GROFF, INC. | 2017-11-17 | $85,519 | 150DB | $6,840 | $0 | $5,701 | $17,115 | 15.000000000000 |
| BRONZE HOUND | 2017-04-13 | $35,000 | 150DB | $2,658 | $0 | $2,333 | $8,422 | 15.000000000000 |
| COPPER WEATHERVANE | 2017-12-20 | $5,468 | 150DB | $437 | $0 | $365 | $1,094 | 15.000000000000 |
| EQUIPMENT - ATV'S - LEROYS | 2017-11-17 | $22,363 | 200DB | $3,059 | $0 | $4,473 | $14,715 | 5.000000000000 |
| IRRIGATION SYSTEM | 2017-02-27 | $4,188 | 150DB | $310 | $0 | $279 | $1,092 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2017-05-15 | $2,305 | 150DB | $175 | $0 | $154 | $555 | 15.000000000000 |
| FENCING AND PAVERS | 2017-04-19 | $17,296 | 150DB | $1,313 | $0 | $1,153 | $4,162 | 15.000000000000 |
| IMPROVEMENTS | 2018-10-31 | $5,113,702 | SL | $131,121 | $0 | $131,121 | $158,438 | 39.000000000000 |
| TRACTOR AXLE | 2018-06-21 | $8,781 | 200DB | $1,581 | $0 | $1,756 | $4,829 | 5.000000000000 |
| SECURITY SYSTEM | 2018-06-27 | $5,671 | 200DB | $1,021 | $0 | $1,134 | $3,119 | 5.000000000000 |
| TRACTORS & EQUIP | 2018-10-31 | $69,218 | 200DB | $15,782 | $0 | $13,844 | $29,764 | 5.000000000000 |
| TRUCK PURCHASE | 2018-12-31 | $56,817 | 200DB | $12,954 | $0 | $11,363 | $24,431 | 5.000000000000 |
| LAND IMPROVEMENTS - IRRIGATION | 2018-01-08 | $26,310 | 150DB | $2,161 | $0 | $1,754 | $4,703 | 15.000000000000 |
| FENCING | 2018-06-06 | $5,175 | 150DB | $437 | $0 | $345 | $808 | 15.000000000000 |
| BRIDGE | 2019-06-30 | $453,466 | 150DB | $43,079 | $0 | $30,231 | $22,673 | 15.000000000000 |
| L47 KUBOTA LOADER BACKHOE | 2019-01-11 | $72,297 | 200DB | $23,135 | $0 | $14,459 | $14,459 | 5.000000000000 |
| LIGHTING UPGRADE | 2019-12-09 | $25,900 | 150DB | $2,461 | $0 | $1,727 | $1,295 | 15.000000000000 |
| NEW HOLLAND L220 SKIDSTEER | 2019-12-19 | $47,488 | 200DB | $15,196 | $0 | $9,498 | $9,498 | 5.000000000000 |
| 2019 RAM 4500 HD CAB & CHASSIS | 2019-12-13 | $61,921 | 200DB | $19,815 | $0 | $12,384 | $12,384 | 5.000000000000 |
| LANDSCAPE | 2019-10-31 | $4,976 | 150DB | $473 | $0 | $332 | $249 | 15.000000000000 |
| LAND IMPROVEMENTS - IRRIGATION | 2019-12-26 | $5,222 | 150DB | $496 | $0 | $348 | $261 | 15.000000000000 |
| SPRINGHOUSE RESTORATION | 2019-12-15 | $47,000 | 150DB | $4,465 | $0 | $3,133 | $2,350 | 15.000000000000 |
| CONFERENCE ROOM LIGHTING | 2020-01-14 | $17,166 | 150DB | $858 | $0 | $1,144 | 15.000000000000 | |
| PRESSURE WASHER | 2020-02-06 | $4,346 | 200DB | $621 | $0 | $569 | 7.000000000000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF HAY | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $35,000 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $35,000 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (148 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTL VALUE FUND INS | $2,427,354 | $2,427,354 |
| BA BEUTL GDMAN LRG CAP INST | $1,959,998 | $1,959,998 |
| BROWN ADV STRAT EUR EQ INS | $1,567,223 | $1,567,223 |
| BROWN ADVISORY EMG MKTS INS | $1,405,626 | $1,405,626 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL | $1,611,866 | $1,611,866 |
| DFA US SUSTAINABILITY CORE 1 | $2,295,086 | $2,295,086 |
| ADOBE INC | $125,030 | $125,030 |
| ALPHABET INC CL A | $141,964 | $141,964 |
| AMAZON COM INC | $172,617 | $172,617 |
| AMERICAN TOWER CORP | $136,921 | $136,921 |
| AUTODESK INC | $123,663 | $123,663 |
| BALL CORP | $88,707 | $88,707 |
| DANAHER CORP | $145,502 | $145,502 |
| ECOLAB INC | $77,457 | $77,457 |
| EDWARDS LIFESCIENCES CORP | $85,756 | $85,756 |
| FORTIVE CORP WI | $99,998 | $99,998 |
| HOME DEPOT INC | $96,686 | $96,686 |
| IDEXX LABS INC | $147,462 | $147,462 |
| INTUIT INC | $154,979 | $154,979 |
| MICROSOFT CORP | $178,603 | $178,603 |
| MONOLITHIC POWER SYSTEMS INC | $116,827 | $116,827 |
| NORDSON CORP | $70,132 | $70,132 |
| THERMO FISHER SCIENTIFIC INC | $140,666 | $140,666 |
| TYLER TECHNOLOGIES INC | $56,311 | $56,311 |
| UNITEDHEALTH GROUP INC | $156,754 | $156,754 |
| VERISK ANALYTICS INC CL A | $140,538 | $140,538 |
| VISA INC CLASS A SHARES | $162,079 | $162,079 |
| WEST PHARMACEUTICAL SVCS INC | $127,773 | $127,773 |
| MARVELL TECHNOLOGY GROUP LTD | $123,937 | $123,937 |
| AFLAC INC | $31,752 | $31,752 |
| ALTRIA GROUP INC | $29,151 | $29,151 |
| AMERISOURCEBERGEN CORP | $43,405 | $43,405 |
| AMGEN INC | $48,513 | $48,513 |
| CVS HEALTH CORPORATION | $49,176 | $49,176 |
| CHEVRON CORPORATION | $30,233 | $30,233 |
| CONAGRA BRANDS, INC | $41,191 | $41,191 |
| DOLLAR GENERAL CORP | $41,429 | $41,429 |
| GRAINGER W W INC | $44,509 | $44,509 |
| JM SMUCKER CO THE | $27,860 | $27,860 |
| JOHNSON JOHNSON | $53,352 | $53,352 |
| KROGER CO | $47,894 | $47,894 |
| LOWES CO INC | $56,018 | $56,018 |
| MARSH MCLENNAN COS INC | $47,151 | $47,151 |
| MERCK CO INC | $40,327 | $40,327 |
| MICROCHIP TECHNOLOGY INC | $38,533 | $38,533 |
| PHILIP MORRIS INTL | $35,517 | $35,517 |
| ROSS STORES INC | $64,966 | $64,966 |
| STATE STR CORP | $45,851 | $45,851 |
| UNITEDHEALTH GROUP INC | $56,109 | $56,109 |
| GLOBAL PAYMENTS INC | $55,148 | $55,148 |
| STANLEY BLACK DECKER INC | $28,034 | $28,034 |
| ANALOG DEVICES INC | $134,877 | $134,877 |
| BIO RAD LABS INC | $102,014 | $102,014 |
| ETSY INC | $88,421 | $88,421 |
| NIKE INC | $103,556 | $103,556 |
| ACCELERON PHARMA INC | $18,167 | $18,167 |
| ARES MANAGEMENT CORP A | $21,125 | $21,125 |
| ASPEN TECHNOLOGY INC | $11,853 | $11,853 |
| BLACKLINE INC | $41,615 | $41,615 |
| BLUEPRINT MEDICINES | $25,458 | $25,458 |
| BRIGHT HORIZONS | $56,568 | $56,568 |
| BWX TECHNOLOGIES | $25,016 | $25,016 |
| CACTUS INC A | $8,186 | $8,186 |
| CASEYS GEN STORES | $40,725 | $40,725 |
| CATALENT INC | $50,890 | $50,890 |
| CHARLES RIVER LABORATORIES | $69,961 | $69,961 |
| CHEGG INC | $30,441 | $30,441 |
| CHOICE HOTELS INTL INC | $21,026 | $21,026 |
| ESCO TECHNOLGIES INC | $9,496 | $9,496 |
| HAIN CELESTIAL GROUP INC | $65,163 | $65,163 |
| IOVANCE BIOTHERAPEUTICS INC | $11,739 | $11,739 |
| MSA SAFETY INC | $26,143 | $26,143 |
| NEUROCRINE BIOSCIENCES INC | $21,183 | $21,183 |
| PROSPERITY BANCSHARES INC | $34,056 | $34,056 |
| WOODWARD INC | $16,042 | $16,042 |
| BIOHAVEN PHARMACEUTICAL | $23,742 | $23,742 |
| WASTE CONNECTIONS | $54,670 | $54,670 |
| CLARUS CORP | $12,859 | $12,859 |
| DYNATRACE INC | $27,260 | $27,260 |
| ETSY INC | $10,497 | $10,497 |
| EVO PAYMENTS INC CLASS A | $43,270 | $43,270 |
| GLOBAL BLOOD THERAPEUTICS | $7,536 | $7,536 |
| GUIDEWIRE SOFTWARE INC | $10,942 | $10,942 |
| HAMILTON LANE INC CLASS A | $10,615 | $10,615 |
| HEALTHEQUITY INC | $30,184 | $30,184 |
| IAA SPINCO INC | $72,128 | $72,128 |
| IDEX CORP | $17,729 | $17,729 |
| JOHN BEAN TECHNOLOGIES | $22,318 | $22,318 |
| KNIGHT SWIFT TRANSPORTATION | $14,051 | $14,051 |
| LITTELFUSE INC | $26,994 | $26,994 |
| MAXIMUS INC | $5,928 | $5,928 |
| MERCURY SYSTEMS INC | $10,655 | $10,655 |
| NATIONAL VISION HOLDINGS INC | $37,817 | $37,817 |
| NEOGENOMICS INC | $56,909 | $56,909 |
| NESCO HOLDINGS INC | $3,862 | $3,862 |
| ORTHOPEDIATRICS CORP | $15,345 | $15,345 |
| PHREESIA INC | $36,951 | $36,951 |
| PROS HOLDINGS INC | $21,425 | $21,425 |
| SITEONE LANDSCAPE SUPPLY INC | $49,017 | $49,017 |
| STITCH FIX INC CLASS A | $22,372 | $22,372 |
| TOPBUILD CORP | $34,607 | $34,607 |
| WEX INC | $24,831 | $24,831 |
| WORKIVA INC | $71,922 | $71,922 |
| ZUORA INC CLASS A | $14,682 | $14,682 |
| ZYNGA INC | $67,096 | $67,096 |
| ESTABLISHMENT LABS HOLDINGS | $19,196 | $19,196 |
| GENPACT LIMITED | $67,127 | $67,127 |
| MAKEMYTRIP LTD | $30,947 | $30,947 |
| MIMECAST LTD | $49,167 | $49,167 |
| ACCOLADE INC | $16,791 | $16,791 |
| ANGI HOMESERVICES INC | $13,881 | $13,881 |
| BRUKER CORPORATION | $24,088 | $24,088 |
| CERTARA INC | $8,464 | $8,464 |
| CHURCHILL DOWNS INC | $12,856 | $12,856 |
| CMC MATLS INC | $31,016 | $31,016 |
| COGENT COMMUNICATIONS HOLDING | $26,283 | $26,283 |
| EASTGROUP PROPERTIES INC | $34,239 | $34,239 |
| ENCOMPASS HEALTH CORPORATION | $25,965 | $25,965 |
| ENTEGRIS INC | $31,040 | $31,040 |
| ENVESTNET INC | $26,662 | $26,662 |
| FIBROGEN INC | $7,678 | $7,678 |
| FTI CONSULTING INC | $24,020 | $24,020 |
| INARI MED INC | $8,554 | $8,554 |
| INFINERA CORP | $10,711 | $10,711 |
| LATTICE SEMICONDUCTOR CORP | $42,109 | $42,109 |
| LIBERTY BROADBAND C | $38 | $38 |
| MANTECH INTL CORP A | $23,480 | $23,480 |
| NEVRO CORP | $12,636 | $12,636 |
| NUANCE COMMUNICATIONS INC | $39,416 | $39,416 |
| OAK STREET HEALTH INC | $12,905 | $12,905 |
| PROGYNY INC | $18,652 | $18,652 |
| QUAKER CHEM CORP | $36,488 | $36,488 |
| SIMPLY GOOD FOODS COMPANY | $21,043 | $21,043 |
| SUMO LOGIC INC | $4,859 | $4,859 |
| VROOM INC COM | $11,431 | $11,431 |
| ABCAM PLC | $8,943 | $8,943 |
| CADENCE DESIGN SYS INC | $106,552 | $106,552 |
| DYNATRACE INC | $108,608 | $108,608 |
| SERVICENOW INC | $122,746 | $122,746 |
| SQUARE INC | $70,080 | $70,080 |
| STARBUCKS CORP | $84,728 | $84,728 |
| ACCENTURE PLC | $70,004 | $70,004 |
| AUTOMATIC DATA PROCESSING | $36,826 | $36,826 |
| COCA COLA COMPANY | $49,904 | $49,904 |
| SYSCO CORP | $42,551 | $42,551 |
| US BANCORP | $51,761 | $51,761 |
| MEDTRONIC PLC | $43,459 | $43,459 |
| UNILEVER PLC SPONSORED ADR - UL REPSTG | $37,001 | $37,001 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN ADV SUSTAIN BND INST | AT COST | $1,719,055 | $1,719,055 |
| VANGUARD LIFESTRATEGY GRO IV | AT COST | $4,332,036 | $4,332,036 |
| BROWN ADVISORY PRIVATE EQUITY V | AT COST | $131,505 | $131,505 |
| BROWN ADVISORY REAL ESTATE | AT COST | $82,480 | $82,480 |
| VIKING GLOBAL OPPORTUNITIES | AT COST | $913,301 | $913,301 |
| TPG PUBLIC EQUITY PARTNERS-B LTD | AT COST | $594,288 | $594,288 |
| BROWN ADVISORY PRIVATE EQUITY VI | AT COST | $109,990 | $109,990 |
| GENERATION IM ASIA FUND | AT COST | $1,293,182 | $1,293,182 |
| BROWN ADV PRIVATE EQUITY PARTNERS VII | AT COST | $76,351 | $76,351 |
| BROWN ADV PRIVATE INCOME PARTNERS I | AT COST | $73,681 | $73,681 |
| ELLIOT ASSOCIATES - CLASS F8 | AT COST | $63,815 | $63,815 |
| PALESTRA CAPITAL PARTNERS | AT COST | $690,398 | $690,398 |
| VANGUARD SHORT TERM BOND INDEX | AT COST | $651,289 | $651,289 |
| BROWN ADVISORY PEP VIII | AT COST | $11,830 | $11,830 |
| BROWN ADVISORY REAL ESTATE II | AT COST | $41,084 | $41,084 |
| HILLHOUSE CHINA VAL | AT COST | $500,000 | $500,000 |
| WHALE ROCK FLAGSHIP FUND, LP | AT COST | $645,197 | $645,197 |
| DIAMETER OFFSHORE FUND LP | AT COST | $750,000 | $750,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (61 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 600.6 ACRES OF LAND | $13,200,000 | $0 | $13,200,000 |
| SINGLE FAMILY RESIDENCE & 2 GARAGES | $341,500 | $52,901 | $288,599 |
| 303.4 ACRES OF LAND | $9,100,000 | $0 | $9,100,000 |
| FURNITURE - E BRAUN'S FARMTABLE | $13,606 | $11,379 | $2,227 |
| EQUIPMENT - DOLLY FISHER INT | $11,910 | $11,910 | $0 |
| EQUIPMENT - AG INDUSTRIAL | $39,815 | $39,815 | $0 |
| 321.9 ACRES OF LAND | $9,660,000 | $0 | $9,660,000 |
| FURNITURE - E BRAUN'S FARMTABLE | $4,600 | $3,531 | $1,069 |
| EQUIPMENT - WOOD CHIPPER | $31,270 | $28,276 | $2,994 |
| EQUIPMENT - SNAP ON TOOLS | $7,125 | $6,443 | $682 |
| FARM TRUCK WITH SNOW PLOW | $50,000 | $45,212 | $4,788 |
| EQUIPMENT - AG INDUSTRIAL | $15,850 | $14,332 | $1,518 |
| 308 ACRES OF LAND | $9,240,000 | $0 | $9,240,000 |
| EQUIPMENT - AG INDUSTRIAL | $14,885 | $14,250 | $635 |
| EQUIPMENT - HOOBER INC. | $26,447 | $25,320 | $1,127 |
| ANCIENTWOOD LTD. TABLE | $17,750 | $14,011 | $3,739 |
| EQUIPMENT - LIBERTY TOOL | $2,602 | $2,353 | $249 |
| TRUCK - COUNTRY DODGE | $11,910 | $10,769 | $1,141 |
| 4 WHEELERS - LEROY'S INC | $11,978 | $10,831 | $1,147 |
| EQUIPMENT - LIBERTY TOOL | $1,029 | $931 | $98 |
| EQUIPMENT - HOOBER INC. | $32,436 | $29,330 | $3,106 |
| IRRIGATION SYSTEM | $6,032 | $2,322 | $3,710 |
| GAS TANK FENCING | $5,400 | $2,079 | $3,321 |
| CONFERENCE CENTER/SHED | $2,683,430 | $312,494 | $2,370,936 |
| DEEP LANDING WORKSHOP - LIGHTING | $1,710 | $1,392 | $318 |
| CHICKEN COOPS - HORIZON STRUCTURES | $14,940 | $11,793 | $3,147 |
| EQUIPMENT - KENNETH LYNCH | $8,287 | $7,934 | $353 |
| DEEP LANDING WORKSHOP - LIGHTING | $1,809 | $1,428 | $381 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | $53,166 | $19,592 | $33,574 |
| LAND IMPROVEMENTS - MARTIN PAVING | $39,386 | $15,160 | $24,226 |
| LAND IMPROVEMENTS - GLOMB SVCS | $21,250 | $8,179 | $13,071 |
| LAND IMPROVEMENTS - EARTH CARE INC | $1,710 | $658 | $1,052 |
| LAND IMPROVEMENTS - RP NURSERIES | $7,118 | $2,740 | $4,378 |
| LAND IMPROVEMENTS - GLOMB SVCS | $3,230 | $1,137 | $2,093 |
| IRRIGATION SYSTEM | $14,249 | $5,017 | $9,232 |
| LAND IMPROVEMENTS - CHESTER COUNTY | $52,900 | $18,626 | $34,274 |
| 181.85 ACRES OF LAND | $4,545,000 | $0 | $4,545,000 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | $85,519 | $23,955 | $61,564 |
| BRONZE HOUND | $35,000 | $11,080 | $23,920 |
| COPPER WEATHERVANE | $5,468 | $1,531 | $3,937 |
| EQUIPMENT - ATV'S - LEROYS | $22,363 | $17,774 | $4,589 |
| IRRIGATION SYSTEM | $4,188 | $1,402 | $2,786 |
| LAND IMPROVEMENTS - GLOMB SVCS | $2,305 | $730 | $1,575 |
| FENCING AND PAVERS | $17,296 | $5,475 | $11,821 |
| IMPROVEMENTS | $5,113,702 | $289,559 | $4,824,143 |
| TRACTOR AXLE | $8,781 | $6,410 | $2,371 |
| SECURITY SYSTEM | $5,671 | $4,140 | $1,531 |
| TRACTORS & EQUIP | $69,218 | $45,546 | $23,672 |
| TRUCK PURCHASE | $56,817 | $37,385 | $19,432 |
| LAND IMPROVEMENTS - IRRIGATION | $26,310 | $6,864 | $19,446 |
| FENCING | $5,175 | $1,245 | $3,930 |
| BRIDGE | $453,466 | $65,752 | $387,714 |
| L47 KUBOTA LOADER BACKHOE | $72,297 | $37,594 | $34,703 |
| LIGHTING UPGRADE | $25,900 | $3,756 | $22,144 |
| NEW HOLLAND L220 SKIDSTEER | $47,488 | $24,694 | $22,794 |
| 2019 RAM 4500 HD CAB & CHASSIS | $61,921 | $32,199 | $29,722 |
| LANDSCAPE | $4,976 | $722 | $4,254 |
| LAND IMPROVEMENTS - IRRIGATION | $5,222 | $757 | $4,465 |
| SPRINGHOUSE RESTORATION | $47,000 | $6,815 | $40,185 |
| CONFERENCE ROOM LIGHTING | $17,166 | $858 | $16,308 |
| PRESSURE WASHER | $4,346 | $621 | $3,725 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,629 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,629 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE - LEGAL LIABILITY | $39,149 | $0 | $0 | $39,149 |
| REPAIR & MAINTENANCE | $80,695 | $0 | $0 | $80,695 |
| SUPPLIES | $60,892 | $0 | $0 | $60,892 |
| DUES | $15 | $0 | $0 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT IN BROWN ADVISORY PEP V TE | $952 | $952 | $952 |
| INVESTMENT IN BROWN ADVISORY REAL ESTATE PARTNERS I QP | $311 | $311 | $311 |
| INVESTMENT IN BROWN ADVISORY PEP VI | $247 | $247 | $247 |
| INVESTMENT IN BROWN ADVISORY PEP VII | $89 | $89 | $89 |
| INVESTMENT IN BROWN ADVISORY PIP I | $701 | $701 | $701 |
| INVESTMENT IN BROWN ADVISORY PEP VIII | $3 | $3 | $3 |
| INVESTMENT IN BROWN ADVISORY REAL ESTATE PARTNERS II QP | $139 | $139 | $139 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | $3,827,064 |
| EXCISE TAX REFUND | $32,855 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES | $5,005 | $0 | $0 | $5,005 |
| INVESTMENT FEES | $67,923 | $67,923 | $0 | $0 |
| LP/LLC INVESTMENT EXPENSES | $35,550 | $35,550 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DIANA S WISTER | |||
| 2011 RENAISSANCE BLVD STE 102 | KING OF PRUSSIA | PA | 19406 |
| MARGARET DORRANCE STRAWBRIDGE FOUNDATION OF PENNSYLVANIA II INC | |||
| C/O 2011 RENAISSANCE BLVD STE 102 | KING OF PRUSSIA | PA | 19406 |
| THE BRANDYWINE CONSERVANCY | |||
| PO BOX 141 | CHADDS FORD | PA | 19317 |
| DIANA S WISTER 2011 CRUT #2 | |||
| C/O 2011 RENAISSANCE BLVD STE 102 | KING OF PRUSSIA | PA | 19406 |
| DIANA S WISTER TR 4317 | |||
| C/O 2011 RENAISSANCE BLVD STE 102 | KING OF PRUSSIA | PA | 19406 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $32,375 | $0 | $0 | $32,375 |
| FOREIGN TAX | $11,012 | $11,012 | $0 | $0 |
Comments