RUNNYMEDE SANCTUARY UA OF DIANA S WISTER 08052013 TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUNNYMEDE SANCTUARY UA OF DIANA S WISTER 08052013 TR (EIN 38-7098075)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349101354
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2020-11-12T10:03:41-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6108575200 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANNAH A COOVER | PreparerPersonNm |
| PTIN | P01380792 | PTIN |
| Phone | 6102964200 | PhoneNum |
| Preparation | 2020-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.185.213.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-29 | IPDt |
| IP Tm | 11:41:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2D683C78BABE9A9309EFD0E904805595B2FE1A79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2D683C78BABE9A9309EFD0E904805595B2FE1A79 | 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 | $82,855,168 | 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 | $379,817 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $463,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $463,469 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $463,469 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $465,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,728,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $458,487 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,202 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,202 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,202 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,309,849 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $923,177 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $464,690 | 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 | $218,222 | 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 | $218,222 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,017 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $65,017 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,137 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,137 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,984 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,984 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,774 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $169,628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,901 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $157,727 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $401,067 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $27,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,420 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,625 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,625 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $266,657 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $266,657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,303,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $794,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,303,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $794,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $815,179 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $464,690 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $286,791 | CashBOYAmt |
| Cash EOY | $182,497 | CashEOYAmt |
| Cash EOYFMV | $182,497 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,903,229 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $640,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $640,996 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,705,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,223,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,223,594 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,579,377 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,280,951 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,280,951 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $55,470,414 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $943,284 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $54,209,926 | LandBOYAmt |
| Land EOY | $54,527,130 | LandEOYAmt |
| Land EOYFMV | $54,527,130 | LandEOYFMVAmt |
| Other Assets BOY | $3,450 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $78,687,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,855,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,855,168 | 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 | $78,687,804 | RetainedEarningBOYAmt |
| Retained Earning EOY | $82,855,168 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,687,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,855,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,687,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,855,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,687,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,161,143 | OtherIncreasesAmt |
| Subtotal | $82,855,168 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,855,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 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 | $3,032,542 | $3,086,755 | -$54,213 | -$54,213 |
| SALES OF PUBLICLY TRADED STOCKS | D | $98,469 | $46,683 | $51,786 | $51,786 |
| SALES OF PUBLICLY TRADED STOCKS | P | $3,366,776 | $3,101,946 | $264,830 | $264,830 |
| INVESTMENT IN BROWN ADVISORY PEP V TE | P | $220 | $220 | $220 | |
| INVESTMENT IN BROWN ADVISORY PEP V TE | P | $901 | $901 | $901 | |
| INVESTMENT IN BROWN ADVISORY PEP VI | P | $23 | $23 | $23 | |
| INVESTMENT IN BROWN ADVISORY PEP VI | P | $26 | -$26 | -$26 | |
| INVESTMENT IN BROWN ADVISORY PIP I | P | $185 | $185 | $185 | |
| CAPITAL GAINS DIVIDENDS | P | $194,781 | $194,781 | $194,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $458,487 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$53,785 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,171,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,735,091 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087788 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,479,287 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,848,677 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.187821 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,032,366 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,402,288 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.174251 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $831,184 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,440,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111715 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $263,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000019 | DistributionYr5Rt |
| Total Distribution | 0.561594 | TotalDistributionRt |
| Average Distribution | 0.112319 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,113,643 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,933,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,941,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,509,383 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $51,096 | OverpaymentAmt |
| Applied To ES Tax | $16,400 | AppliedToESTaxAmt |
| Refund | $34,696 | 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 (3 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 |
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 | $57,940 | 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 | $794,564 | 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 | $25,364,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,147,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,511,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,511,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $397,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,113,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,305,682 | 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 | $794,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $714,820 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,509,383 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,509,383 | 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 | $464,690 | CurrentYearAmt |
| Year1 | $546,945 | Year1Amt |
| Year2 | $423,093 | Year2Amt |
| Year3 | $668,632 | Year3Amt |
| Total | $2,103,360 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $394,987 | CurrentYearAmt |
| Year1 | $464,903 | Year1Amt |
| Year2 | $359,629 | Year2Amt |
| Year3 | $568,337 | Year3Amt |
| Total | $1,787,856 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,509,383 | CurrentYearAmt |
| Year1 | $2,171,433 | Year1Amt |
| Year2 | $4,496,405 | Year2Amt |
| Year3 | $3,122,299 | Year3Amt |
| Total | $11,299,520 | 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 | $1,509,383 | CurrentYearAmt |
| Year1 | $2,171,433 | Year1Amt |
| Year2 | $4,496,405 | Year2Amt |
| Year3 | $3,122,299 | Year3Amt |
| Total | $11,299,520 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $83,798,452 | CurrentYearAmt |
| Year1 | $79,230,021 | Year1Amt |
| Year2 | $80,423,034 | Year2Amt |
| Year3 | $71,430,021 | Year3Amt |
| Total | $314,881,528 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $55,470,414 | CurrentYearAmt |
| Year1 | $54,755,594 | Year1Amt |
| Year2 | $53,326,644 | Year2Amt |
| Year3 | $49,801,522 | Year3Amt |
| Total | $213,354,174 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $870,455 | CurrentYearAmt |
| Year1 | $824,503 | Year1Amt |
| Year2 | $794,956 | Year2Amt |
| Year3 | $580,076 | Year3Amt |
| Total | $3,069,990 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463,469 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $465,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $930,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $930,032 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DIANA S WISTER | ||||||
| 1 | 2011 RENAISSANCE BLVD STE 102 | KING OF PRUSSIA | PA | 19406 | $329,817 | Yes (X) |
| DIANA S WISTER TR 4317 | ||||||
| 2 | 2011 RENAISSANCE BLVD STE 102 | KING OF PRUSSIA | PA | 19406 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,984 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,984 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (59 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 | $35,389 | 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 | $1,366 | $0 | $1,944 | $8,825 | 7.000000000000 |
| EQUIPMENT - DOLLY FISHER INT | 2015-11-19 | $11,910 | 200DB | $1,303 | $0 | $2,382 | $9,466 | 5.000000000000 |
| EQUIPMENT - AG INDUSTRIAL | 2015-11-23 | $39,815 | 200DB | $4,357 | $0 | $7,963 | $31,645 | 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 | $599 | $0 | $657 | $2,504 | 7.000000000000 |
| EQUIPMENT - WOOD CHIPPER | 2016-10-13 | $31,270 | 200DB | $4,278 | $0 | $6,254 | $20,576 | 5.000000000000 |
| EQUIPMENT - SNAP ON TOOLS | 2016-10-13 | $7,125 | 200DB | $975 | $0 | $1,425 | $4,688 | 5.000000000000 |
| FARM TRUCK WITH SNOW PLOW | 2016-10-18 | $50,000 | 200DB | $6,840 | $0 | $10,000 | $32,900 | 5.000000000000 |
| EQUIPMENT - AG INDUSTRIAL | 2016-11-17 | $15,850 | 200DB | $2,168 | $0 | $3,170 | $10,430 | 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 | $2,977 | $10,866 | 5.000000000000 |
| EQUIPMENT - HOOBER INC. | 2016-05-25 | $26,447 | 200DB | $3,007 | $0 | $5,289 | $19,306 | 5.000000000000 |
| ANCIENTWOOD LTD. TABLE | 2016-06-20 | $17,750 | 200DB | $2,125 | $0 | $2,536 | $10,311 | 7.000000000000 |
| EQUIPMENT - LIBERTY TOOL | 2016-10-05 | $2,602 | 200DB | $356 | $0 | $520 | $1,712 | 5.000000000000 |
| TRUCK - COUNTRY DODGE | 2016-10-28 | $11,910 | 200DB | $1,629 | $0 | $2,382 | $7,837 | 5.000000000000 |
| 4 WHEELERS - LEROY'S INC | 2016-11-17 | $11,978 | 200DB | $1,638 | $0 | $2,396 | $7,882 | 5.000000000000 |
| EQUIPMENT - LIBERTY TOOL | 2016-12-05 | $1,029 | 200DB | $141 | $0 | $206 | $677 | 5.000000000000 |
| EQUIPMENT - HOOBER INC. | 2016-12-15 | $32,436 | 200DB | $4,437 | $0 | $6,487 | $21,343 | 5.000000000000 |
| IRRIGATION SYSTEM | 2016-06-01 | $6,032 | 150DB | $458 | $0 | $402 | $1,452 | 15.000000000000 |
| GAS TANK FENCING | 2016-06-01 | $5,400 | 150DB | $410 | $0 | $360 | $1,300 | 15.000000000000 |
| CONFERENCE CENTER/SHED | 2016-06-01 | $2,683,430 | SL | $68,806 | $0 | $68,806 | $174,882 | 39.000000000000 |
| DEEP LANDING WORKSHOP - LIGHTING | 2016-03-30 | $1,710 | 200DB | $187 | $0 | $244 | $1,056 | 7.000000000000 |
| CHICKEN COOPS - HORIZON STRUCTURES | 2016-04-25 | $14,940 | 200DB | $1,789 | $0 | $2,134 | $8,679 | 7.000000000000 |
| EQUIPMENT - KENNETH LYNCH | 2016-05-18 | $8,287 | 200DB | $942 | $0 | $1,657 | $6,050 | 5.000000000000 |
| DEEP LANDING WORKSHOP - LIGHTING | 2016-06-16 | $1,809 | 200DB | $217 | $0 | $258 | $1,051 | 7.000000000000 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | 2016-07-15 | $53,166 | 150DB | $4,145 | $0 | $3,544 | $11,717 | 15.000000000000 |
| LAND IMPROVEMENTS - MARTIN PAVING | 2016-06-08 | $39,386 | 150DB | $2,991 | $0 | $2,626 | $9,477 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2016-06-29 | $21,250 | 150DB | $1,614 | $0 | $1,417 | $5,113 | 15.000000000000 |
| LAND IMPROVEMENTS - EARTH CARE INC | 2016-06-17 | $1,710 | 150DB | $130 | $0 | $114 | $411 | 15.000000000000 |
| LAND IMPROVEMENTS - RP NURSERIES | 2016-06-29 | $7,118 | 150DB | $541 | $0 | $475 | $1,713 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2016-11-30 | $3,230 | 150DB | $258 | $0 | $215 | $646 | 15.000000000000 |
| IRRIGATION SYSTEM | 2016-12-15 | $14,249 | 150DB | $1,140 | $0 | $950 | $2,851 | 15.000000000000 |
| LAND IMPROVEMENTS - CHESTER COUNTY | 2016-11-30 | $52,900 | 150DB | $4,231 | $0 | $3,527 | $10,587 | 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 | $7,601 | $0 | $5,701 | $9,514 | 15.000000000000 |
| BRONZE HOUND | 2017-04-13 | $35,000 | 150DB | $2,953 | $0 | $2,333 | $5,469 | 15.000000000000 |
| COPPER WEATHERVANE | 2017-12-20 | $5,468 | 150DB | $486 | $0 | $365 | $608 | 15.000000000000 |
| EQUIPMENT - ATV'S - LEROYS | 2017-11-17 | $22,363 | 200DB | $5,099 | $0 | $4,473 | $9,616 | 5.000000000000 |
| IRRIGATION SYSTEM | 2017-02-27 | $4,188 | 150DB | $344 | $0 | $279 | $748 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2017-05-15 | $2,305 | 150DB | $195 | $0 | $154 | $360 | 15.000000000000 |
| FENCING AND PAVERS | 2017-04-19 | $17,296 | 150DB | $1,459 | $0 | $1,153 | $2,703 | 15.000000000000 |
| IMPROVEMENTS | 2018-10-31 | $5,113,702 | SL | $131,121 | $0 | $131,121 | $27,317 | 39.000000000000 |
| TRACTOR AXLE | 2018-06-21 | $8,781 | 200DB | $2,634 | $0 | $1,756 | $2,195 | 5.000000000000 |
| SECURITY SYSTEM | 2018-06-27 | $5,671 | 200DB | $1,701 | $0 | $1,134 | $1,418 | 5.000000000000 |
| TRACTORS & EQUIP | 2018-10-31 | $69,218 | 200DB | $26,303 | $0 | $13,844 | $3,461 | 5.000000000000 |
| TRUCK PURCHASE | 2018-12-31 | $56,817 | 200DB | $21,590 | $0 | $11,363 | $2,841 | 5.000000000000 |
| LAND IMPROVEMENTS - IRRIGATION | 2018-01-08 | $26,310 | 150DB | $2,401 | $0 | $1,754 | $2,302 | 15.000000000000 |
| FENCING | 2018-06-06 | $5,175 | 150DB | $485 | $0 | $345 | $323 | 15.000000000000 |
| BRIDGE | 2019-06-30 | $453,466 | 150DB | $22,673 | $0 | $15,116 | 15.000000000000 | |
| L47 KUBOTA LOADER BACKHOE | 2019-01-11 | $72,297 | 200DB | $14,459 | $0 | $14,459 | 5.000000000000 | |
| LIGHTING UPGRADE | 2019-12-09 | $25,900 | 150DB | $1,295 | $0 | $144 | 15.000000000000 | |
| NEW HOLLAND L220 SKIDSTEER | 2019-12-19 | $47,488 | 200DB | $9,498 | $0 | $0 | 5.000000000000 | |
| 2019 RAM 4500 HD CAB & CHASSIS | 2019-12-13 | $61,921 | 200DB | $12,384 | $0 | $1,032 | 5.000000000000 | |
| LANDSCAPE | 2019-10-31 | $4,976 | 150DB | $249 | $0 | $55 | 15.000000000000 | |
| LAND IMPROVEMENTS - IRRIGATION | 2019-12-26 | $5,222 | 150DB | $261 | $0 | $0 | 15.000000000000 | |
| SPRINGHOUSE RESTORATION | 2019-12-15 | $47,000 | 150DB | $2,350 | $0 | $261 | 15.000000000000 |
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 |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $35,000 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (143 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTL VALUE FUND INS | $1,864,280 | $1,864,280 |
| BA BEUTL GDMAN LRG CAP INST | $1,703,852 | $1,703,852 |
| BROWN ADV STRAT EUR EQ INS | $1,067,728 | $1,067,728 |
| BROWN ADVISORY EMG MKTS INS | $1,629,644 | $1,629,644 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL | $1,717,441 | $1,717,441 |
| DFA US SUSTAINABILITY CORE 1 | $1,920,895 | $1,920,895 |
| ISHARES MSCI EAFE SMALL CAP | $738,641 | $738,641 |
| ADOBE INC | $86,410 | $86,410 |
| ALPHABET INC CL A | $111,169 | $111,169 |
| AMAZON COM INC | $112,718 | $112,718 |
| AMERICAN TOWER CORP | $130,308 | $130,308 |
| ASPEN TECHNOLOGY INC | $63,125 | $63,125 |
| AUTODESK INC | $89,345 | $89,345 |
| BALL CORP | $56,974 | $56,974 |
| DANAHER CORP | $129,998 | $129,998 |
| ECOLAB INC | $83,372 | $83,372 |
| EDWARDS LIFESCIENCES CORP | $73,253 | $73,253 |
| FORTIVE CORP WI | $73,029 | $73,029 |
| HOME DEPOT INC | $60,055 | $60,055 |
| IDEXX LABS INC | $63,716 | $63,716 |
| ILLUMINA INC | $78,622 | $78,622 |
| INTUIT INC | $109,487 | $109,487 |
| MARRIOTT INTL INC | $68,446 | $68,446 |
| MICROSOFT CORP | $146,030 | $146,030 |
| MONOLITHIC POWER SYSTEMS INC | $73,522 | $73,522 |
| NORDSON CORP | $74,418 | $74,418 |
| SALESFORCE COM INC | $75,628 | $75,628 |
| TJX COMPANIES INC | $75,470 | $75,470 |
| THERMO FISHER SCIENTIFIC INC | $112,080 | $112,080 |
| TYLER TECHNOLOGIES INC | $82,205 | $82,205 |
| UNILEVER N V A D R | $53,897 | $53,897 |
| UNITEDHEALTH GROUP INC | $119,650 | $119,650 |
| VERISK ANALYTICS INC CL A | $101,103 | $101,103 |
| VISA INC CLASS A SHARES | $126,457 | $126,457 |
| WEST PHARMACEUTICAL SVCS INC | $70,054 | $70,054 |
| MARVELL TECHNOLOGY GROUP LTD | $63,903 | $63,903 |
| APTIV PLC | $26,877 | $26,877 |
| AFLAC INC | $38,776 | $38,776 |
| ABBOTT LABORATORIES | $32,572 | $32,572 |
| ALTRIA GROUP INC | $35,486 | $35,486 |
| AMERISOURCEBERGEN CORP | $35,538 | $35,538 |
| AMGEN INC | $64,366 | $64,366 |
| CVS HEALTH CORPORATION | $53,489 | $53,489 |
| CHEVRON CORPORATION | $28,079 | $28,079 |
| CONAGRA BRANDS, INC | $35,438 | $35,438 |
| DOLLAR GENERAL CORP | $46,170 | $46,170 |
| GRAINGER W W INC | $38,930 | $38,930 |
| ILLINOIS TOOL WORKS INC | $33,591 | $33,591 |
| JM SMUCKER CO THE | $36,446 | $36,446 |
| JOHNSON JOHNSON | $47,554 | $47,554 |
| KROGER CO | $44,326 | $44,326 |
| LOWES CO INC | $50,778 | $50,778 |
| MARSH MCLENNAN COS INC | $53,588 | $53,588 |
| MERCK CO INC | $46,839 | $46,839 |
| MICROCHIP TECHNOLOGY INC | $38,746 | $38,746 |
| OCCIDENTAL PETROLEUM CORPORATION | $25,427 | $25,427 |
| OMNICOM GROUP INC | $44,075 | $44,075 |
| PHILIP MORRIS INTL | $38,035 | $38,035 |
| ROSS STORES INC | $50,061 | $50,061 |
| ROYAL DUTCH SHELL PLC A D R | $24,536 | $24,536 |
| STATE STR CORP | $51,257 | $51,257 |
| 3M CO | $18,877 | $18,877 |
| UNITEDHEALTH GROUP INC | $59,972 | $59,972 |
| UNILEVER N V A D R - UN REPSTG | $30,454 | $30,454 |
| GLOBAL PAYMENTS INC | $25,741 | $25,741 |
| STANLEY BLACK DECKER INC | $26,021 | $26,021 |
| ANALOG DEVICES INC | $62,629 | $62,629 |
| BIO RAD LABS INC | $64,385 | $64,385 |
| ETSY INC | $38,541 | $38,541 |
| NIKE | $31,507 | $31,507 |
| ACCELERON PHARMA INC | $7,529 | $7,529 |
| APPFOLIO INC | $8,796 | $8,796 |
| ARES MANAGEMENT CORP A | $26,732 | $26,732 |
| ASPEN TECHNOLOGY INC | $21,526 | $21,526 |
| BLACKBAUD INC | $7,164 | $7,164 |
| BLACKLINE INC | $24,285 | $24,285 |
| BLUEPRINT MEDICINES | $10,975 | $10,975 |
| BRIGHT HORIZONS | $60,867 | $60,867 |
| BROADRIDGE FINANCIAL SOLUTIONS | $16,060 | $16,060 |
| BWX TECHNOLOGIES | $33,523 | $33,523 |
| CACTUS INC A | $13,488 | $13,488 |
| CARROLS RESTAURANT GROUP | $4,237 | $4,237 |
| CASEYS GEN STORES | $22,418 | $22,418 |
| CATALENT INC | $34,118 | $34,118 |
| CHARLES RIVER LABORATORIES | $53,924 | $53,924 |
| CHEGG INC | $27,144 | $27,144 |
| CHOICE HOTELS INTL INC | $43,027 | $43,027 |
| ESCO TECHNOOLGIES INC | $12,025 | $12,025 |
| GCI LIBERTY | $48,249 | $48,249 |
| HAIN CELESTIAL GROUP INC | $37,012 | $37,012 |
| HEXCEL CORP NEW | $26,831 | $26,831 |
| IOVANCE BIOTHERAPEUTICS INC | $7,003 | $7,003 |
| LINDBLAD EXPEDITIONS HOLDING | $11,788 | $11,788 |
| MSA SAFETY INC | $16,174 | $16,174 |
| NEUROCRINE BIOSCIENCES INC | $23,110 | $23,110 |
| PROSPERITY BANCSHARES INC | $27,174 | $27,174 |
| TABULA RASA HEALTHCARE INC | $9,054 | $9,054 |
| WOODWARD INC | $27,004 | $27,004 |
| BIOHAVEN PHARMACEUTICAL | $14,046 | $14,046 |
| HUDSON LTD | $12,702 | $12,702 |
| WASTE CONNECTIONS | $73,177 | $73,177 |
| CLARUS CORP | $11,295 | $11,295 |
| COHERUS BIOSCIENCES | $5,203 | $5,203 |
| DYNATRACE INC | $17,584 | $17,584 |
| ETSY INC | $24,808 | $24,808 |
| EVO PAYMENTS INC CLASS A | $38,215 | $38,215 |
| FAIR ISAAC CORP | $14,987 | $14,987 |
| GLOBAL BLOOD THERAPEUTICS | $13,831 | $13,831 |
| GUIDEWIRE SOFTWARE INC | $25,467 | $25,467 |
| HABIT RESTAURANTS INC | $3,046 | $3,046 |
| HAMILTON LANE INC CLASS A | $11,860 | $11,860 |
| HEALTHEQUITY INC | $16,518 | $16,518 |
| HEICO CORP | $15,524 | $15,524 |
| IAA SPINCO INC | $38,495 | $38,495 |
| IDEX CORP | $23,564 | $23,564 |
| INTEGRA LIFESCIENCES HOLDINGS | $37,474 | $37,474 |
| JOHN BEAN TECHNOLOGIES | $21,631 | $21,631 |
| KNIGHT SWIFT TRANSPORTATION | $8,530 | $8,530 |
| KURA ONCOLOGY INC | $3,451 | $3,451 |
| LITTELFUSE INC | $21,234 | $21,234 |
| MAXIMUS INC | $6,026 | $6,026 |
| MERCURY SYSTEMS INC | $8,362 | $8,362 |
| NATIONAL VISION HOLDINGS INC | $37,424 | $37,424 |
| NEOGENOMICS INC | $31,912 | $31,912 |
| NESCO HOLDINGS INC | $5,507 | $5,507 |
| ORTHOPEDIATRICS CORP | $2,819 | $2,819 |
| PHREESIA INC | $10,496 | $10,496 |
| PROS HOLDINGS INC | $18,156 | $18,156 |
| SCHEIN HENRY INC | $6,605 | $6,605 |
| SITEONE LANDSCAPE SUPPLY INC | $40,158 | $40,158 |
| STITCH FIX INC CLASS A | $11,881 | $11,881 |
| TOPBUILD CORP | $35,150 | $35,150 |
| WEBSTER FINANCIAL CORP | $25,666 | $25,666 |
| WEX INC | $27,649 | $27,649 |
| WORKIVA INC | $35,196 | $35,196 |
| ZUORA INC CLASS A | $24,719 | $24,719 |
| ZYNGA INC | $38,721 | $38,721 |
| DESPEGAR COM CORP | $8,614 | $8,614 |
| ESTABLISHMENT LABS HOLDINGS | $2,296 | $2,296 |
| GENPACT LIMITED | $68,442 | $68,442 |
| MAKEMYTRIP LTD | $26,243 | $26,243 |
| MARVELL TECHNOLOGY GROUP LTD | $11,341 | $11,341 |
| MIMECAST LTD | $40,300 | $40,300 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN ADV SUSTAIN BND INST | AT COST | $2,941,470 | $2,941,470 |
| BROWN ADVISORY STRATEGIC BD FD INSTL | AT COST | $551,713 | $551,713 |
| VANGUARD LIFESTRATEGY GRO IV | AT COST | $3,924,911 | $3,924,911 |
| BROWN ADVISORY PRIVATE EQUITY V | AT COST | $71,077 | $71,077 |
| BROWN ADVISORY REAL ESTATE | AT COST | $57,534 | $57,534 |
| VIKING GLOBAL OPPORTUNITIES | AT COST | $635,196 | $635,196 |
| TPG PUBLIC EQUITY PARTNERS-B LTD | AT COST | $616,879 | $616,879 |
| BROWN ADVISORY PRIVATE EQUITY VI | AT COST | $55,367 | $55,367 |
| GENERATION IM ASIA FUND | AT COST | $1,084,716 | $1,084,716 |
| ISHARES TIPS BOND | AT COST | $565,481 | $565,481 |
| BROWN ADV PRIVATE EQUITY PARTNERS VII | AT COST | $33,881 | $33,881 |
| BROWN ADV PRIVATE INCOME PARTNERS I | AT COST | $32,846 | $32,846 |
| ELLIOT ASSOCIATES - CLASS F8 | AT COST | $59,880 | $59,880 |
| PALESTRA CAPITAL PARTNERS | AT COST | $650,000 | $650,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (59 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 | $44,145 | $297,355 |
| 303.4 ACRES OF LAND | $9,100,000 | $0 | $9,100,000 |
| FURNITURE - E BRAUN'S FARMTABLE | $13,606 | $10,191 | $3,415 |
| EQUIPMENT - DOLLY FISHER INT | $11,910 | $10,769 | $1,141 |
| EQUIPMENT - AG INDUSTRIAL | $39,815 | $36,002 | $3,813 |
| 321.9 ACRES OF LAND | $9,660,000 | $0 | $9,660,000 |
| FURNITURE - E BRAUN'S FARMTABLE | $4,600 | $3,103 | $1,497 |
| EQUIPMENT - WOOD CHIPPER | $31,270 | $24,854 | $6,416 |
| EQUIPMENT - SNAP ON TOOLS | $7,125 | $5,663 | $1,462 |
| FARM TRUCK WITH SNOW PLOW | $50,000 | $39,740 | $10,260 |
| EQUIPMENT - AG INDUSTRIAL | $15,850 | $12,598 | $3,252 |
| 308 ACRES OF LAND | $9,240,000 | $0 | $9,240,000 |
| EQUIPMENT - AG INDUSTRIAL | $14,885 | $12,558 | $2,327 |
| EQUIPMENT - HOOBER INC. | $26,447 | $22,313 | $4,134 |
| ANCIENTWOOD LTD. TABLE | $17,750 | $12,436 | $5,314 |
| EQUIPMENT - LIBERTY TOOL | $2,602 | $2,068 | $534 |
| TRUCK - COUNTRY DODGE | $11,910 | $9,466 | $2,444 |
| 4 WHEELERS - LEROY'S INC | $11,978 | $9,520 | $2,458 |
| EQUIPMENT - LIBERTY TOOL | $1,029 | $818 | $211 |
| EQUIPMENT - HOOBER INC. | $32,436 | $25,780 | $6,656 |
| IRRIGATION SYSTEM | $6,032 | $1,910 | $4,122 |
| GAS TANK FENCING | $5,400 | $1,710 | $3,690 |
| CONFERENCE CENTER/SHED | $2,683,430 | $243,688 | $2,439,742 |
| DEEP LANDING WORKSHOP - LIGHTING | $1,710 | $1,243 | $467 |
| CHICKEN COOPS - HORIZON STRUCTURES | $14,940 | $10,468 | $4,472 |
| EQUIPMENT - KENNETH LYNCH | $8,287 | $6,992 | $1,295 |
| DEEP LANDING WORKSHOP - LIGHTING | $1,809 | $1,268 | $541 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | $53,166 | $15,862 | $37,304 |
| LAND IMPROVEMENTS - MARTIN PAVING | $39,386 | $12,468 | $26,918 |
| LAND IMPROVEMENTS - GLOMB SVCS | $21,250 | $6,727 | $14,523 |
| LAND IMPROVEMENTS - EARTH CARE INC | $1,710 | $541 | $1,169 |
| LAND IMPROVEMENTS - RP NURSERIES | $7,118 | $2,254 | $4,864 |
| LAND IMPROVEMENTS - GLOMB SVCS | $3,230 | $904 | $2,326 |
| IRRIGATION SYSTEM | $14,249 | $3,991 | $10,258 |
| LAND IMPROVEMENTS - CHESTER COUNTY | $52,900 | $14,818 | $38,082 |
| 181.85 ACRES OF LAND | $4,545,000 | $0 | $4,545,000 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | $85,519 | $17,115 | $68,404 |
| BRONZE HOUND | $35,000 | $8,422 | $26,578 |
| COPPER WEATHERVANE | $5,468 | $1,094 | $4,374 |
| EQUIPMENT - ATV'S - LEROYS | $22,363 | $14,715 | $7,648 |
| IRRIGATION SYSTEM | $4,188 | $1,092 | $3,096 |
| LAND IMPROVEMENTS - GLOMB SVCS | $2,305 | $555 | $1,750 |
| FENCING AND PAVERS | $17,296 | $4,162 | $13,134 |
| IMPROVEMENTS | $5,113,702 | $158,438 | $4,955,264 |
| TRACTOR AXLE | $8,781 | $4,829 | $3,952 |
| SECURITY SYSTEM | $5,671 | $3,119 | $2,552 |
| TRACTORS & EQUIP | $69,218 | $29,764 | $39,454 |
| TRUCK PURCHASE | $56,817 | $24,431 | $32,386 |
| LAND IMPROVEMENTS - IRRIGATION | $26,310 | $4,703 | $21,607 |
| FENCING | $5,175 | $808 | $4,367 |
| BRIDGE | $453,466 | $22,673 | $430,793 |
| L47 KUBOTA LOADER BACKHOE | $72,297 | $14,459 | $57,838 |
| LIGHTING UPGRADE | $25,900 | $1,295 | $24,605 |
| NEW HOLLAND L220 SKIDSTEER | $47,488 | $9,498 | $37,990 |
| 2019 RAM 4500 HD CAB & CHASSIS | $61,921 | $12,384 | $49,537 |
| LANDSCAPE | $4,976 | $249 | $4,727 |
| LAND IMPROVEMENTS - IRRIGATION | $5,222 | $261 | $4,961 |
| SPRINGHOUSE RESTORATION | $47,000 | $2,350 | $44,650 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,137 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,137 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| BOY Book Value | $3,450 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE - LEGAL LIABILITY | $19,139 | $0 | $0 | $19,139 |
| REPAIR & MAINTENANCE | $178,376 | $0 | $0 | $178,376 |
| SUPPLIES | $68,279 | $0 | $0 | $68,279 |
| JOB MATERIALS/EQUIPMENT | $518 | $0 | $0 | $518 |
| DUES | $15 | $0 | $0 | $15 |
| ADVERTISING | $330 | $0 | $0 | $330 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT IN BROWN ADVISORY PEP V TE | $114 | $114 | $114 |
| INVESTMENT IN BROWN ADVISORY REAL ESTATE PARTNERS I QP | $181 | $181 | $181 |
| INVESTMENT IN BROWN ADVISORY PEP VI | $173 | $173 | $173 |
| INVESTMENT IN BROWN ADVISORY PEP VII | $80 | $80 | $80 |
| INVESTMENT IN BROWN ADVISORY PIP I | $654 | $654 | $654 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $4,161,143 | Amt |
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 | $5,774 | $0 | $0 | $5,774 |
| INVESTMENT FEES | $75,953 | $75,953 | $0 | $0 |
| LP/LLC INVESTMENT EXPENSES | $20,144 | $20,144 | $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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $40,092 | $0 | $0 | $40,092 |
| FOREIGN TAX | $11,901 | $11,901 | $0 | $0 |
| EXCISE TAX | $117,635 | $0 | $0 | $117,635 |
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