RUNNYMEDE SANCTUARY UA OF DIANA S WISTER 08052013 TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUNNYMEDE SANCTUARY UA OF DIANA S WISTER 08052013 TR (EIN 38-7098075)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201923109349100022
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- 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 | 2019-11-06T11:15:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL A SIANA | PreparerPersonNm |
| PTIN | P00299891 | PTIN |
| Phone | 6102964200 | PhoneNum |
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 | 2019-10-28 | IPDt |
| IP Tm | 12:02:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5D74C48E82A801F67C9B6CE55936B1BFBF6108F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 57ADBAEA4B70923817E7AB2B0356A0F89F469B38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $78,687,804 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $28 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $545,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $545,814 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $545,814 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,385,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,853,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,951,624 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,103 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,103 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,103 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,432,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,498,569 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $546,945 | 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 | $215,274 | 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 | $215,274 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $66,030 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $66,030 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $131,489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $131,489 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,341 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,948 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,393 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,355 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25,311 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $220,329 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $25,842 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,842 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $242,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $242,544 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,094,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $742,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,094,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $742,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,338,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,367,266 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $546,945 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,624 | CashBOYAmt |
| Cash EOY | $286,791 | CashEOYAmt |
| Cash EOYFMV | $286,791 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $404,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,903,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,903,229 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,064,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,705,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,705,031 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,551,377 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,579,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,579,377 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $54,752,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $542,217 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $49,144,581 | LandBOYAmt |
| Land EOY | $54,209,926 | LandEOYAmt |
| Land EOYFMV | $54,209,926 | LandEOYFMVAmt |
| Other Assets BOY | $3,860,175 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,450 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,450 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $80,101,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,687,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,687,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $80,101,146 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,687,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,101,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,687,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,101,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,687,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,101,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,338,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,765 | OtherIncreasesAmt |
| Subtotal | $83,495,332 | SubtotalAmt |
| Other Decreases | $4,807,528 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,687,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 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 | $3,389,203 | $3,541,733 | -$152,530 | -$152,530 |
| SALES OF PUBLICLY TRADED STOCKS | D | $2,051,291 | $1,338,523 | $712,768 | $712,768 |
| SALES OF PUBLICLY TRADED STOCKS | P | $14,677,585 | $12,738,847 | $1,938,738 | $1,938,738 |
| SALES OF PUBLICLY TRADED STOCKS | P | $299,991 | $242,660 | $57,331 | $57,331 |
| INVESTMENT IN BROWN ADVISORY PEP V | P | $1,321 | $1,321 | $1,321 | |
| INVESTMENT IN BROWN ADVISORY PEP VI | P | $87 | $87 | $87 | |
| CAPITAL GAINS DIVIDENDS | P | $393,909 | $393,909 | $393,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,951,624 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$151,209 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,479,287 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,848,677 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.187821 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,032,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,402,288 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.174251 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $831,184 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,440,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111715 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $263,744 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000019 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $899 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.473806 | TotalDistributionRt |
| Average Distribution | 0.094761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,735,091 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,343,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,673 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,377,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,171,433 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,120 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $107,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,775 | OverpaymentAmt |
| Applied To ES Tax | $39,775 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RUNNYMEDESANCTUARY.ORG | WebsiteAddressTxt |
| Individual With Books | SIANA CARR O'CONNOR LYNAM LLP | IndividualWithBooksNm |
| Phone | 6102964200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 E LANCASTER AVE STE 202 | AddressLine1Txt |
| City | PAOLI | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARGARET DURIEZ | ||||||||
| 250 PALMO WAY | PALM BEACH | FL | 33480 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REDMOND STEWART STRAWBRIDGE | ||||||||
| 3801 KENNETT PIKE SUITE B-100 | WILMINGTON | DE | 19807 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VIRGINIA LOGAN | ||||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | 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 | $51,783 | CompensationAmt |
| Employee Benefits | $1,812 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BALLARD SPAHR LLP | |||||
| 1735 MARKET STREET 51ST FLOOR | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $131,489 |
| BROWN ADVISORY | |||||
| 901 SOUTH BOND STREET SUITE 400 | BALTIMORE | MD | 21231 | FINANCIAL SERVICES | $57,159 |
| 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 | $742,482 | 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 | $24,131,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $980,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,111,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,111,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $376,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,735,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,236,755 | 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 | $742,483 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,428,950 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,171,433 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,171,433 | 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 | $546,945 | CurrentYearAmt |
| Year1 | $423,093 | Year1Amt |
| Year2 | $668,632 | Year2Amt |
| Year3 | $226,722 | Year3Amt |
| Total | $1,865,392 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $464,903 | CurrentYearAmt |
| Year1 | $359,629 | Year1Amt |
| Year2 | $568,337 | Year2Amt |
| Year3 | $192,714 | Year3Amt |
| Total | $1,585,583 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,171,433 | CurrentYearAmt |
| Year1 | $4,496,405 | Year1Amt |
| Year2 | $3,122,299 | Year2Amt |
| Year3 | $833,282 | Year3Amt |
| Total | $10,623,419 | 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 | $2,171,433 | CurrentYearAmt |
| Year1 | $4,496,405 | Year1Amt |
| Year2 | $3,122,299 | Year2Amt |
| Year3 | $833,282 | Year3Amt |
| Total | $10,623,419 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $79,230,021 | CurrentYearAmt |
| Year1 | $80,423,034 | Year1Amt |
| Year2 | $71,430,021 | Year2Amt |
| Year3 | $42,794,256 | Year3Amt |
| Total | $273,877,332 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $54,755,594 | CurrentYearAmt |
| Year1 | $53,326,644 | Year1Amt |
| Year2 | $49,801,522 | Year2Amt |
| Year3 | $33,545,083 | Year3Amt |
| Total | $191,428,843 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $824,503 | CurrentYearAmt |
| Year1 | $794,956 | Year1Amt |
| Year2 | $580,076 | Year2Amt |
| Year3 | $248,007 | Year3Amt |
| Total | $2,447,542 | 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 | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $545,814 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,385,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,932,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,932,536 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DIANA S WISTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2011 RENAISSANCE BLVD STE 102 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (51 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 | $26,633 | 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 | $1,913 | $0 | $1,944 | $6,912 | 7.000000000000 |
| EQUIPMENT - DOLLY FISHER INT | 2015-11-19 | $11,910 | 200DB | $1,629 | $0 | $2,382 | $7,837 | 5.000000000000 |
| EQUIPMENT - AG INDUSTRIAL | 2015-11-23 | $39,815 | 200DB | $5,446 | $0 | $7,963 | $26,199 | 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 | $838 | $0 | $657 | $1,666 | 7.000000000000 |
| EQUIPMENT - WOOD CHIPPER | 2016-10-13 | $31,270 | 200DB | $7,130 | $0 | $6,254 | $13,446 | 5.000000000000 |
| EQUIPMENT - SNAP ON TOOLS | 2016-10-13 | $7,125 | 200DB | $1,624 | $0 | $1,425 | $3,064 | 5.000000000000 |
| FARM TRUCK WITH SNOW PLOW | 2016-10-18 | $50,000 | 200DB | $11,400 | $0 | $10,000 | $21,500 | 5.000000000000 |
| EQUIPMENT - AG INDUSTRIAL | 2016-11-17 | $15,850 | 200DB | $3,614 | $0 | $3,170 | $6,816 | 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 | $2,679 | $0 | $2,977 | $8,187 | 5.000000000000 |
| EQUIPMENT - HOOBER INC. | 2016-05-25 | $26,447 | 200DB | $4,760 | $0 | $5,289 | $14,546 | 5.000000000000 |
| ANCIENTWOOD LTD. TABLE | 2016-06-20 | $17,750 | 200DB | $2,975 | $0 | $2,536 | $7,336 | 7.000000000000 |
| EQUIPMENT - LIBERTY TOOL | 2016-10-05 | $2,602 | 200DB | $593 | $0 | $520 | $1,119 | 5.000000000000 |
| TRUCK - COUNTRY DODGE | 2016-10-28 | $11,910 | 200DB | $2,715 | $0 | $2,382 | $5,122 | 5.000000000000 |
| 4 WHEELERS - LEROY'S INC | 2016-11-17 | $11,978 | 200DB | $2,731 | $0 | $2,396 | $5,151 | 5.000000000000 |
| EQUIPMENT - LIBERTY TOOL | 2016-12-05 | $1,029 | 200DB | $235 | $0 | $206 | $442 | 5.000000000000 |
| EQUIPMENT - HOOBER INC. | 2016-12-15 | $32,436 | 200DB | $7,395 | $0 | $6,487 | $13,948 | 5.000000000000 |
| IRRIGATION SYSTEM | 2016-06-01 | $6,032 | 150DB | $509 | $0 | $402 | $943 | 15.000000000000 |
| GAS TANK FENCING | 2016-06-01 | $5,400 | 150DB | $456 | $0 | $360 | $844 | 15.000000000000 |
| CONFERENCE CENTER/SHED | 2016-06-01 | $2,683,430 | SL | $68,806 | $0 | $68,806 | $106,076 | 39.000000000000 |
| DEEP LANDING WORKSHOP - LIGHTING | 2016-03-30 | $1,710 | 200DB | $262 | $0 | $244 | $794 | 7.000000000000 |
| CHICKEN COOPS - HORIZON STRUCTURES | 2016-04-25 | $14,940 | 200DB | $2,505 | $0 | $2,134 | $6,174 | 7.000000000000 |
| EQUIPMENT - KENNETH LYNCH | 2016-05-18 | $8,287 | 200DB | $1,492 | $0 | $1,657 | $4,558 | 5.000000000000 |
| DEEP LANDING WORKSHOP - LIGHTING | 2016-06-16 | $1,809 | 200DB | $303 | $0 | $258 | $748 | 7.000000000000 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | 2016-07-15 | $53,166 | 150DB | $4,606 | $0 | $3,544 | $7,111 | 15.000000000000 |
| LAND IMPROVEMENTS - MARTIN PAVING | 2016-06-08 | $39,386 | 150DB | $3,323 | $0 | $2,626 | $6,154 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2016-06-29 | $21,250 | 150DB | $1,793 | $0 | $1,417 | $3,320 | 15.000000000000 |
| LAND IMPROVEMENTS - EARTH CARE INC | 2016-06-17 | $1,710 | 150DB | $144 | $0 | $114 | $267 | 15.000000000000 |
| LAND IMPROVEMENTS - RP NURSERIES | 2016-06-29 | $7,118 | 150DB | $601 | $0 | $475 | $1,112 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2016-11-30 | $3,230 | 150DB | $287 | $0 | $215 | $359 | 15.000000000000 |
| IRRIGATION SYSTEM | 2016-12-15 | $14,249 | 150DB | $1,266 | $0 | $950 | $1,585 | 15.000000000000 |
| LAND IMPROVEMENTS - CHESTER COUNTY | 2016-11-30 | $52,900 | 150DB | $4,702 | $0 | $3,527 | $5,885 | 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 | $8,445 | $0 | $5,701 | $1,069 | 15.000000000000 |
| BRONZE HOUND | 2017-04-13 | $35,000 | 150DB | $3,281 | $0 | $2,333 | $2,188 | 15.000000000000 |
| COPPER WEATHERVANE | 2017-12-20 | $5,468 | 150DB | $540 | $0 | $365 | $68 | 15.000000000000 |
| EQUIPMENT - ATV'S - LEROYS | 2017-11-17 | $22,363 | 200DB | $8,498 | $0 | $4,473 | $1,118 | 5.000000000000 |
| IRRIGATION SYSTEM | 2017-02-27 | $4,188 | 150DB | $382 | $0 | $279 | $366 | 15.000000000000 |
| LAND IMPROVEMENTS - GLOMB SVCS | 2017-05-15 | $2,305 | 150DB | $216 | $0 | $154 | $144 | 15.000000000000 |
| FENCING AND PAVERS | 2017-04-19 | $17,296 | 150DB | $1,622 | $0 | $1,153 | $1,081 | 15.000000000000 |
| IMPROVEMENTS | 2018-10-31 | $5,113,702 | SL | $27,317 | $0 | $27,317 | 39.000000000000 | |
| TRACTOR AXLE | 2018-06-21 | $8,781 | 200DB | $2,195 | $0 | $878 | 5.000000000000 | |
| SECURITY SYSTEM | 2018-06-27 | $5,671 | 200DB | $1,418 | $0 | $567 | 5.000000000000 | |
| TRACTORS & EQUIP | 2018-10-31 | $69,218 | 200DB | $3,461 | $0 | $2,307 | 5.000000000000 | |
| TRUCK PURCHASE | 2018-12-31 | $56,817 | 200DB | $2,841 | $0 | $0 | 5.000000000000 | |
| LAND IMPROVEMENTS - IRRIGATION | 2018-01-08 | $26,310 | 150DB | $2,302 | $0 | $1,754 | 15.000000000000 | |
| FENCING | 2018-06-06 | $5,175 | 150DB | $323 | $0 | $201 | 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 | $40,000 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $40,000 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (122 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTL VALUE FUND INS | $2,004,567 | $2,004,567 |
| BA BEUTL GDMAN LRG CAP INST | $773,792 | $773,792 |
| BROWN ADV STRAT EUR EQ INS | $870,250 | $870,250 |
| BROWN ADVISORY EMG MKTS INS | $1,861,634 | $1,861,634 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL | $1,485,357 | $1,485,357 |
| DFA US SUSTAINABILITY CORE 1 | $1,872,931 | $1,872,931 |
| ISHARES MSCI EAFE SMALL CAP | $614,585 | $614,585 |
| ADOBE INC | $54,750 | $54,750 |
| ALPHABET INC CL A | $81,507 | $81,507 |
| AMAZON COM INC | $85,612 | $85,612 |
| AMERICAN TOWER CORP | $94,123 | $94,123 |
| ASPEN TECHNOLOGY INC | $34,023 | $34,023 |
| AUTODESK INC | $49,643 | $49,643 |
| BALL CORP | $52,601 | $52,601 |
| DANAHER CORP | $88,064 | $88,064 |
| ECOLAB INC | $68,223 | $68,223 |
| EDWARDS LIFESCIENCES CORP | $48,095 | $48,095 |
| FORTIVE CORP WI | $49,121 | $49,121 |
| HOME DEPOT INC | $38,144 | $38,144 |
| HUNT J B TRANS SVCS INC | $54,149 | $54,149 |
| IDEXX LABS INC | $28,461 | $28,461 |
| ILLUMINA INC | $36,591 | $36,591 |
| INTUIT INC | $74,016 | $74,016 |
| MARRIOTT INTL INC | $51,566 | $51,566 |
| METTLER TOLEDO INTL INC | $47,509 | $47,509 |
| MICROSOFT CORP | $97,304 | $97,304 |
| MONOLITHIC POWER SYSTEMS INC | $48,360 | $48,360 |
| NORDSON CORP | $46,666 | $46,666 |
| SALESFORCE COM INC | $48,350 | $48,350 |
| SMITH A O CORP | $40,693 | $40,693 |
| TJX COMPANIES INC | $42,190 | $42,190 |
| THERMO FISHER SCIENTIFIC INC | $79,669 | $79,669 |
| TYLER TECHNOLOGIES INC | $42,924 | $42,924 |
| UNILEVER N V A D R | $46,698 | $46,698 |
| UNITEDHEALTH GROUP INC | $80,715 | $80,715 |
| VERISK ANALYTICS INC CL A | $64,661 | $64,661 |
| VISA INC CLASS A SHARES | $82,331 | $82,331 |
| WEST PHARMACEUTICAL SVCS INC | $56,171 | $56,171 |
| MARVELL TECHNOLOGY GROUP LTD | $52,261 | $52,261 |
| APTIV PLC | $31,278 | $31,278 |
| AMN HEALTHCARE SVCS INC | $30,086 | $30,086 |
| ASGN INC | $38,205 | $38,205 |
| AT HOME GROUP INC | $14,760 | $14,760 |
| BJS RESTAURANTS INC | $28,623 | $28,623 |
| BOINGO WIRELESS INC | $20,076 | $20,076 |
| THE BRINKS CO | $38,337 | $38,337 |
| CAMBREX CORP | $13,518 | $13,518 |
| DAVE BUSTERS ENTERTAINMEN | $17,779 | $17,779 |
| EVO PAYMENTS INC CLASS A | $25,435 | $25,435 |
| ETSY INC | $38,722 | $38,722 |
| EVERBRIDGE INC | $18,561 | $18,561 |
| EXACT SCIENCES CORP | $15,523 | $15,523 |
| FIRSTCASH INC | $32,413 | $32,413 |
| FIVE BELOW | $24,250 | $24,250 |
| FIVE9 INC | $40,222 | $40,222 |
| FOCUS FINANCIAL PARTNERS A | $10,190 | $10,190 |
| GW PHARMACEUTICALS A D R | $22,497 | $22,497 |
| GENERAC HOLDINGS INC | $42,046 | $42,046 |
| GRAND CANYON EDUCATION INC | $27,015 | $27,015 |
| GREEN DOT CORP CL A | $43,736 | $43,736 |
| GRUBHUB INC | $10,830 | $10,830 |
| HEALTHEQUITY INC | $16,762 | $16,762 |
| HUBSPOT INC | $24,392 | $24,392 |
| INGEVITY CORP | $18,998 | $18,998 |
| INSPERITY INC | $35,010 | $35,010 |
| INOGEN INC | $17,011 | $17,011 |
| LHC GROUP INC | $32,107 | $32,107 |
| LIGAND PHARMACEUTICALS CL B | $32,839 | $32,839 |
| LIVE PERSON INC | $24,348 | $24,348 |
| MASIMO CORP | $28,024 | $28,024 |
| MEDIDATA SOLUTIONS INC | $23,260 | $23,260 |
| MEDPACE HLDGS INC | $16,408 | $16,408 |
| MERIT MED SYS INC | $33,040 | $33,040 |
| MONOLITHIC POWER SYSTEMS INC | $34,526 | $34,526 |
| NOVANTA INC | $28,035 | $28,035 |
| OLLIES BARGAIN OUTLET HOLDI | $16,960 | $16,960 |
| OMNICELL INC | $17,821 | $17,821 |
| PGT INNOVATIONS INC | $19,733 | $19,733 |
| PENUMBRA INC | $25,662 | $25,662 |
| PETIQ INC | $19,832 | $19,832 |
| PLANET FITNESS INC CL A | $24,290 | $24,290 |
| QUALYS INC | $27,579 | $27,579 |
| REALPAGE INC | $25,830 | $25,830 |
| REPLIGEN CORP | $18,195 | $18,195 |
| SIMPLY GOOD FOODS COMPANY | $28,312 | $28,312 |
| SITEONE LANDSCAPE SUPPLY INC | $23,987 | $23,987 |
| TREX COMPANY INC | $28,552 | $28,552 |
| VIRTUSA CORP | $35,861 | $35,861 |
| VOCERA COMMUNICATIONS INC | $35,966 | $35,966 |
| W D 40 CO | $26,939 | $26,939 |
| WEIGHT WATCHERS INTL INC | $9,830 | $9,830 |
| WINGSTOP INC | $22,274 | $22,274 |
| MIMECAST LTD | $8,138 | $8,138 |
| HORIZON PHARMA PLC | $45,587 | $45,587 |
| AFLAC INC | $43,464 | $43,464 |
| ABBOTT LABORATORIES | $45,279 | $45,279 |
| ALTRIA GROUP INC | $27,560 | $27,560 |
| AMERISOURCEBERGEN CORP | $31,099 | $31,099 |
| AMGEN INC | $51,977 | $51,977 |
| AUTOMATIC DATA PROCESSING | $25,568 | $25,568 |
| CVS HEALTH CORPORATION | $41,933 | $41,933 |
| CHEVRON CORPORATION | $25,348 | $25,348 |
| CONAGRA BRANDS, INC | $22,108 | $22,108 |
| DOLLAR GENERAL CORP | $41,827 | $41,827 |
| GRAINGER W W INC | $32,471 | $32,471 |
| ILLINOIS TOOL WORKS INC | $36,487 | $36,487 |
| JM SMUCKER CO THE | $32,722 | $32,722 |
| JOHNSON JOHNSON | $42,070 | $42,070 |
| KROGER CO | $31,900 | $31,900 |
| LOWES CO INC | $39,161 | $39,161 |
| MARSH MCLENNAN COS INC | $38,360 | $38,360 |
| MERCK CO INC | $39,351 | $39,351 |
| MICROCHIP TECHNOLOGY INC | $26,610 | $26,610 |
| OCCIDENTAL PETROLEUM CORPORATION | $28,173 | $28,173 |
| OMNICOM GROUP INC | $33,544 | $33,544 |
| PHILIP MORRIS INTL | $29,842 | $29,842 |
| PROCTER & GAMBLE CO | $21,325 | $21,325 |
| ROSS STORES INC | $35,776 | $35,776 |
| ROYAL DUTCH SHELL PLC A D R | $24,240 | $24,240 |
| STATE STR CORP | $31,346 | $31,346 |
| 3M CO | $20,388 | $20,388 |
| UNITEDHEALTH GROUP INC | $46,585 | $46,585 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN ADV SUSTAIN BND INST | AT COST | $687,439 | $687,439 |
| BROWN ADVISORY STRATEGIC BD FD INSTL | AT COST | $777,872 | $777,872 |
| VANGUARD LIFESTRATEGY GRO IV | AT COST | $3,677,787 | $3,677,787 |
| BROWN ADVISORY PRIVATE EQUITY V | AT COST | $41,438 | $41,438 |
| BROWN ADVISORY REAL ESTATE | AT COST | $35,639 | $35,639 |
| VIKING GLOBAL OPPORTUNITIES | AT COST | $527,932 | $527,932 |
| TPG PUBLIC EQUITY PARTNERS-B LTD | AT COST | $507,804 | $507,804 |
| BROWN ADVISORY PRIVATE EQUITY VI | AT COST | $8,415 | $8,415 |
| BROWN ADV SUSTAIN BND INST | AT COST | $1,419,800 | $1,419,800 |
| GENERATION IM ASIA FUND | AT COST | $895,251 | $895,251 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (51 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 | $35,389 | $306,111 |
| 303.4 ACRES OF LAND | $9,100,000 | $0 | $9,100,000 |
| FURNITURE - E BRAUN'S FARMTABLE | $13,606 | $8,825 | $4,781 |
| EQUIPMENT - DOLLY FISHER INT | $11,910 | $9,466 | $2,444 |
| EQUIPMENT - AG INDUSTRIAL | $39,815 | $31,645 | $8,170 |
| 321.9 ACRES OF LAND | $9,660,000 | $0 | $9,660,000 |
| FURNITURE - E BRAUN'S FARMTABLE | $4,600 | $2,504 | $2,096 |
| EQUIPMENT - WOOD CHIPPER | $31,270 | $20,576 | $10,694 |
| EQUIPMENT - SNAP ON TOOLS | $7,125 | $4,688 | $2,437 |
| FARM TRUCK WITH SNOW PLOW | $50,000 | $32,900 | $17,100 |
| EQUIPMENT - AG INDUSTRIAL | $15,850 | $10,430 | $5,420 |
| 308 ACRES OF LAND | $9,240,000 | $0 | $9,240,000 |
| EQUIPMENT - AG INDUSTRIAL | $14,885 | $10,866 | $4,019 |
| EQUIPMENT - HOOBER INC. | $26,447 | $19,306 | $7,141 |
| ANCIENTWOOD LTD. TABLE | $17,750 | $10,311 | $7,439 |
| EQUIPMENT - LIBERTY TOOL | $2,602 | $1,712 | $890 |
| TRUCK - COUNTRY DODGE | $11,910 | $7,837 | $4,073 |
| 4 WHEELERS - LEROY'S INC | $11,978 | $7,882 | $4,096 |
| EQUIPMENT - LIBERTY TOOL | $1,029 | $677 | $352 |
| EQUIPMENT - HOOBER INC. | $32,436 | $21,343 | $11,093 |
| IRRIGATION SYSTEM | $6,032 | $1,452 | $4,580 |
| GAS TANK FENCING | $5,400 | $1,300 | $4,100 |
| CONFERENCE CENTER/SHED | $2,683,430 | $174,882 | $2,508,548 |
| DEEP LANDING WORKSHOP - LIGHTING | $1,710 | $1,056 | $654 |
| CHICKEN COOPS - HORIZON STRUCTURES | $14,940 | $8,679 | $6,261 |
| EQUIPMENT - KENNETH LYNCH | $8,287 | $6,050 | $2,237 |
| DEEP LANDING WORKSHOP - LIGHTING | $1,809 | $1,051 | $758 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | $53,166 | $11,717 | $41,449 |
| LAND IMPROVEMENTS - MARTIN PAVING | $39,386 | $9,477 | $29,909 |
| LAND IMPROVEMENTS - GLOMB SVCS | $21,250 | $5,113 | $16,137 |
| LAND IMPROVEMENTS - EARTH CARE INC | $1,710 | $411 | $1,299 |
| LAND IMPROVEMENTS - RP NURSERIES | $7,118 | $1,713 | $5,405 |
| LAND IMPROVEMENTS - GLOMB SVCS | $3,230 | $646 | $2,584 |
| IRRIGATION SYSTEM | $14,249 | $2,851 | $11,398 |
| LAND IMPROVEMENTS - CHESTER COUNTY | $52,900 | $10,587 | $42,313 |
| 181.85 ACRES OF LAND | $4,545,000 | $0 | $4,545,000 |
| LAND IMPROVEMENTS - TOM GROFF, INC. | $85,519 | $9,514 | $76,005 |
| BRONZE HOUND | $35,000 | $5,469 | $29,531 |
| COPPER WEATHERVANE | $5,468 | $608 | $4,860 |
| EQUIPMENT - ATV'S - LEROYS | $22,363 | $9,616 | $12,747 |
| IRRIGATION SYSTEM | $4,188 | $748 | $3,440 |
| LAND IMPROVEMENTS - GLOMB SVCS | $2,305 | $360 | $1,945 |
| FENCING AND PAVERS | $17,296 | $2,703 | $14,593 |
| IMPROVEMENTS | $5,113,702 | $27,317 | $5,086,385 |
| TRACTOR AXLE | $8,781 | $2,195 | $6,586 |
| SECURITY SYSTEM | $5,671 | $1,418 | $4,253 |
| TRACTORS & EQUIP | $69,218 | $3,461 | $65,757 |
| TRUCK PURCHASE | $56,817 | $2,841 | $53,976 |
| LAND IMPROVEMENTS - IRRIGATION | $26,310 | $2,302 | $24,008 |
| FENCING | $5,175 | $323 | $4,852 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $131,489 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $131,489 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| BOY Book Value | $3,860,175 | BOYBookValueAmt |
| EOY Book Value | $3,450 | EOYBookValueAmt |
| EOYFMV | $3,450 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $4,807,528 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE - LEGAL LIABILITY | $21,632 | $0 | $0 | $21,632 |
| REPAIR & MAINTENANCE | $143,696 | $0 | $0 | $143,696 |
| SUPPLIES | $76,691 | $0 | $0 | $76,691 |
| JOB MATERIALS/EQUIPMENT | $510 | $0 | $0 | $510 |
| DUES | $15 | $0 | $0 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT IN BROWN ADVISORY PEP V TE | $56 | $56 | $56 |
| INVESTMENT IN BROWN ADVISORY REAL ESTATE PARTNERS I QP | $981 | $981 | $981 |
| INVESTMENT IN BROWN ADVISORY PEP VI | $66 | $66 | $66 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Amt | $55,765 | 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 | $9,393 | $0 | $0 | $9,393 |
| INVESTMENT FEES | $97,346 | $97,346 | $0 | $0 |
| LP/LLC INVESTMENT EXPENSES | $9,602 | $9,602 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $25,311 | $0 | $0 | $25,311 |
| FOREIGN TAX | $24,355 | $24,355 | $0 | $0 |
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