THORNE COX FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THORNE COX FAMILY FOUNDATION (EIN 46-4274950)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349100743
- Schema version
- 2019v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T12:37:07-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 1000 Elm Street 4th Floor | AddressLine1Txt |
| City | Manchester | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | Katherine Gross | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177176373 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 6036697337 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.157.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:35:15 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4E4854D6E8F439AFFC6B342DA192CB10EF694E45 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8137B2580CE35FA01CCDEB6EA4E8E3B48DE58F96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,319,787 | 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 | $430,628 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $235,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,820 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,770 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $741 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $567,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,414 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,184 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $821 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $821 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,047 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $242,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $242,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,694 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,694 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,322,697 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,288,093 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,288,093 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,373,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,319,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,319,787 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,373,429 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,314,787 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,373,429 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,314,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,373,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,319,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,373,429 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $646,152 | OtherIncreasesAmt |
| Subtotal | $3,314,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,314,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Morris Foundation, LLC K-1 LT Gain/Loss | $61,805 | $61,805 | |||
| Morris Foundation, LLC K-1 ST Gain/Loss | $7,177 | $7,177 | |||
| Morris Foundation, LLC K-1 1231 Gain/Loss | -$11,936 | -$11,936 | |||
| LT Gain/Loss | $34,104 | $34,104 | $185,767 | $151,663 | |
| ST Gain/Loss | -$930 | -$930 | $38,524 | $39,454 | |
| Capital Gains Dividends | $9,600 | $9,600 | $9,600 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,820 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,707 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,518,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118205 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $166,381 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,170,257 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076664 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,891,977 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,154 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,492,744 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015511 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $166,561 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,815,380 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091750 | DistributionYr5Rt |
| Total Distribution | 0.363854 | TotalDistributionRt |
| Average Distribution | 0.072771 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,538,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $184,710 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,091 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $242,582 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,709 | OverpaymentAmt |
| Applied To ES Tax | $12,709 | 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 | $772,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,767,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,576,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,576,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,538,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,091 | TotalTaxAmt |
| Distributable Before Adj | $125,821 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,821 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $242,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,091 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $241,491 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,821 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,169 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $38,621 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,106 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $179,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $318,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,761 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $435,320 | 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 | $35,169 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $400,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,621 | ExcessFromYear3Amt |
| Excess From Year2 | $65,106 | ExcessFromYear2Amt |
| Excess From Year1 | $179,663 | ExcessFromYear1Amt |
| Excess From Current Year | $116,761 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Repertory Theater | ||||||
| 64 Brattle Street | Cambridge | MA | 02138 | PC | Operations budget assistance | $12,500 |
| Avenue Concept Inc | ||||||
| 304 Lockwood St | Providence | RI | 02907 | PC | Operations budget assistance | $60,000 |
| Coastal Maine 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 | $40,000 |
| DeCordova Museum | ||||||
| 51 Sandy Pond Road | Lincoln | MA | 01773 | PC | Operations budget assistance | $5,000 |
| Farnsworth Art Museum | ||||||
| 16 Museum Street | Rockland | ME | 04841 | PC | Operations budget assistance | $3,000 |
| Lifeflight Foundation | ||||||
| 13 Main Street | Camden | ME | 04843 | PC | Operations budget assistance | $1,000 |
| Living Observatory Inc | ||||||
| 137 Barlett Road | Plymouth | MA | 02360 | PC | Operations budget assistance | $1,000 |
| Rockport Library Foundation | ||||||
| 485 Commercial Street | Rockport | ME | 04856 | PC | Operations budget assistance | $85,000 |
| US Ski Team Foundation | ||||||
| 1 Victory Lane | Park City | UT | 84060 | PC | Operations budget assistance | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $242,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $59 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,853 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,029 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $741 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,466 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,820 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,554 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,968 | 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 S Thorne 2008 Revocable Trust | 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 | $430,628 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2651 shares of Salesforce.com inc comm | NoncashPropertyDesc |
| Fair Market Value | $430,628 | FairMarketValueAmt |
| Received | 2019-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $1,184 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Morris Foundation, LLC K-1 LT Gain/Loss - UBI | Purchased | $1,461 | $0 | $1,461 |
| Morris Foundation, LLC K-1 ST Gain/Loss - UBI | Purchased | $4 | $0 | $4 |
| Morris Foundation, LLC K-1 1231 Gain/Loss - UBI | Purchased | $1 | $0 | $1 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in the Morris Foundation | AT COST | $2,180,441 | $2,180,441 |
| Artian Intl Value Fund Advisor | FMV | $121,512 | $121,512 |
| Brown Advisory Sustain Growth Inst | FMV | $102,206 | $102,206 |
| Brown Advisory Small Cap Fund Value | FMV | $104,157 | $104,157 |
| Brown Advisory Sustainable BD Instl | FMV | $348,618 | $348,618 |
| Brown Advisory Sales Force | FMV | $431,159 | $431,159 |
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 | $2,506 | $2,506 | $0 |
| Morris Foundation, LLC K-1 Portolio Deductions 2% Floor | $19,232 | $18,582 | $0 |
| Morris Foundation, LLC K-1 Charitable Contributions | $7 | $0 | $7 |
| Morris Foundation, LLC K-1 Non-Deductible Expenses | $75 | $0 | $75 |
| Morris Foundation, LLC K-1 Royalty Deduction | $82 | $82 | $0 |
| Filing Fees | $145 | $145 | $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 | $265 | $265 | $265 |
| Morris Foundation, LLC K-1 Ordinary Income | -$327 | -$327 | -$327 |
| Morris Foundation, LLC K-1 Other Income/Loss | $917 | $917 | $917 |
| Morris Foundation, LLC K-1 Ordinary Income - UBI | $1,082 | $0 | $1,082 |
| Morris Foundation, LLC K-1 Other Income/Loss - UBI | -$184 | $0 | -$184 |
| Morris Foundation, LLC K-1 Rental | -$114 | -$114 | -$114 |
| Morris Foundation, LLC K-1 Rental - UBI | $131 | $0 | $131 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gains/Losses | $71,765 |
| Morris Foundation, LLC K-1 Unrealized Gains/Losses | $376,178 |
| Prior Period Adjustment for FMV | $198,209 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $1,439 | Amt |
| Net Investment Income | $1,439 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Morris Foundation, LLC k-1 foreign taxes | CategoryTxt |
| Amt | $583 | Amt |
| Net Investment Income | $583 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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