BROWN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BROWN FAMILY FOUNDATION INC (EIN 52-2156982)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-15
IRS object ID
202121059349101917
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-15T13:14:40-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830564535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRENCH SHEPLEY & STRONG LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111350 MCCORMICK RD EP III STE 300AddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21031ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522156982EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROWN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROWBusinessNameControlTxt
Phone4108954808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityBUTLERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ DORSEY BROWNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108954808PhoneNum
Signature2021-04-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJPersonFirstNm
Person LastDORSEY BROWNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA STRONGPreparerPersonNm
PTINP01011712PTIN
Phone4433918580PhoneNum
Preparation2021-04-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,733,101FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$52,778DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,778DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,974OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,974OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$65,753TotalRevAndExpnssAmt
Total Net Invst Incm$65,753TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,543OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,543OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,743TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,543TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$221,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$221,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,743TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,543TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$223,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$158,990ExcessRevenueOverExpensesAmt
Net Investment Income$64,210NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$926,265CashBOYAmt
Cash EOY$820,324CashEOYAmt
Cash EOYFMV$820,324CashEOYFMVAmt
Corporate Stock BOY$1,656,168CorporateStockBOYAmt
Corporate Stock EOY$1,631,755CorporateStockEOYAmt
Corporate Stock EOYFMV$3,811,977CorporateStockEOYFMVAmt
Other Investments BOY$447,133OtherInvestmentsBOYAmt
Other Investments EOY$118,264OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,800OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,029,566TotalAssetsBOYAmt
Total Assets EOY$2,570,343TotalAssetsEOYAmt
Total Assets EOYFMV$4,733,101TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,029,566RetainedEarningBOYAmt
Retained Earning EOY$2,570,343RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,029,566TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,570,343TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,029,566TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,570,343TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,029,566TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$158,990ExcessRevenueOverExpensesAmt
Other Increases$4,230OtherIncreasesAmt
Subtotal$2,874,806SubtotalAmt
Other Decreases$304,463OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,570,343TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVIATRIS INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2007-06-08AcquiredDt
Sold2020-11-30SoldDt
Gross Sales Price$4GrossSalesPriceAmt
Cost Or Other Basis$3CostOrOtherBasisAmt
Gain Or Loss$1GainOrLossAmt
Gains Minus Excess Or Losses$1GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$893InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$893SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$893TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,607OverpaymentAmt
Applied To ES Tax$1,607AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJ DORSEY BROWN IIIIndividualWithBooksNm
Phone4103705266PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19AddressLine1Txt
CityBUTLERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21023ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J DORSEY BROWN III
PO BOX 19BUTLERMD21023DIRECTOR/PRES/TREAS1.00$0$0$0
J DORSEY BROWN IV
PO BOX 19BUTLERMD21023DIRECTOR/VP/SEC1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,543,302AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$972,404AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,515,706TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,515,706AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,736CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,447,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$222,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$222,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$893TaxBasedOnInvestmentIncomeAmt
Total Tax$893TotalTaxAmt
Distributable Before Adj$221,506DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$221,506DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$221,506DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$223,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$223,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$223,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$221,506DistributableAsAdjustedAmt
Undistributed Income PY$123,835UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$223,200QualifyingDistributionsAmt
Applied To Year1$123,835AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,365AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$122,141UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
B MORE CLUBHOUSE INC
9 EAST FRANKLIN STBALTIMOREMD21202PCUNRESTRICTED$15,000
BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC
808 N CHARLES STREETBALTIMOREMD21201PCUNRESTRICTED$7,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403PCUNRESTRICTED$20,000
CRISTO RAY JESUIT HIGH SCHOOL
420 SOUTH CHESTER STREETBALTIMOREMD21231PCUNRESTRICTED$20,000
FIRST FRUITS FARM INC
2025 FREELAND FARM RDFREELANDMD21053PCUNRESTRICTED$20,000
FOREVER MARYLAND FDN
9 NEWPORT DRIVE 200FOREST HILLMD21050PCUNRESTRICTED$2,000
HEALTHY PENINSULA
PO BOX 945BLUE HILLME04614PCUNRESTRICTED$10,000
IRVINE NATURAL SCIENCE CENTER INC
11201 GARRISON FOREST RDOWINGS MILLSMD21117PCUNRESTRICTED$6,000
JOHN HOPKINS SCHWEIZER PSYCHIATRY
550 NORTH BROADWAY914BALTIMOREMD21205PCUNRESTRICTED$4,000
KIEVE-WAVUS EDUCATION INC
PO BOX 169NOBLEBOROME04555PCUNRESTRICTED$4,000
KIPP BALTIMORE
2000 EDGEWOOD STBALTIMOREMD21216PCUNRESTRICTED$20,000
LADEW TOPIARY GARDENS
335 JARRETTSVILLE PIKEMONKTONMD21111PCUNRESTRICTED$6,000
MARYLAND ENVIRONMENTAL TRUST
100 COMMUNITY PL 3RD FLCROWNSVILLEMD21032PCUNRESTRICTED$2,000
MARYLAND PUBLIC TELEVISION - LEADERSHIP SOCIETY
PO BOX 332OWINGS MILLSMD21117PCUNRESTRICTED$3,000
MARYLAND SPCA
3300 FALLS RDBALTIMOREMD21211PCUNRESTRICTED$6,000
MID-ATLANTIC HORSE RESCUE
PO BOX 407CHESAPEAKE CITYMD21915PCUNRESTRICTED$10,000
PENINSULA AMBULANCE CORPS
PO BOX 19BLUE HILLME04614PCUNRESTRICTED$1,000
ROSE OF SHARON EQUESTRIAN SCHOOL INC
5630 SHARON DRGLEN ARMMD21057PCUNRESTRICTED$5,000
SAINT IGNATIUS LOYOLA ACADEMY
300 EAST GITTINGS STBALTIMOREMD21230PCUNRESTRICTED$15,000
ST FRANCIS XAVIER CATHOLIC CHURCH
13717 CUBA RDHUNT VALLEYMD20130PCUNRESTRICTED$5,000
TREE OF LIFE
PO BOX 1329BLUE HILLME04614PCUNRESTRICTED$10,000
TRINITY WASHINGTON COLLEGE
300 SUMMIT STHARTFORDCT06106PCUNRESTRICTED$2,000
VALLEY PLANNING
PO BOX 5402TOWSONMD21285PCUNRESTRICTED$6,000
USAGA
900 OAKMONT LANEWESTMONTIL60559PCUNRESTRICTED$1,000
MARYLAND FOOD BANK
PO BOX 17379BALTIMOREMD21297PCUNRESTRICTED$20,000
BUMC
713 COASTAL RDBROOKSVILLEME04617PCUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$221,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,778ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,974ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$65,753ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,753TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$2,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,200DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIES WILMINGTON TRUSTStockNm
EOY Book Value$1,631,755EOYBookValueAmt
EOYFMV$3,811,977EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNGL ENERGY PARTNERS LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$118,264BookValueAmt
EOYFMV$100,800EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNRELATED BUSINESS LOSS FROM PUBLICLY TRADED PARTNERSHIPDesc
Amt$304,463Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNGL NON UBITDesc
Revenue And Expenses Per Books$12,974RevenueAndExpensesPerBooksAmt
Net Investment Income$12,974NetInvestmentIncomeAmt
Adjusted Net Income$12,974AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
Amt$4,230Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAGENCY FEESCategoryTxt
Amt$1,543Amt
Net Investment Income$1,543NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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