THORNE COX FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THORNE COX FAMILY FOUNDATION (EIN 46-4274950)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349101428
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- 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 | 2025-11-10T09:54:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464274950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thorne Cox Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Brown Advisory | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 6177176373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 High Street 27th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dune Thorne | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6177176373 | PhoneNum |
| Signature | 2025-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2025-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,293,422 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $69,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $381,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,091,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $839,099 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $121,955 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,261 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $572,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,799 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,344 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,344 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $265 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $572,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $572,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $655,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $572,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $868,835 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,588 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,444 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,624,653 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,101,834 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,101,834 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,992,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,293,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,293,422 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,992,700 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,293,422 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,992,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,293,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,992,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,293,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,992,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $383,678 | OtherIncreasesAmt |
| Subtotal | $4,293,504 | SubtotalAmt |
| Other Decreases | $82 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,293,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Morris Foundation, LLC K-1 LT Gain/Loss - UBI | P | $523 | $523 | $0 | $0 |
| Morris Foundation, LLC K-1 1231 Gain/Loss - UBI | P | $0 | $0 | ||
| Morris Foundation, LLC K-1 ST Gain/Loss - UBI | P | $0 | $0 | ||
| Morris Foundation, LLC K-1 1231 Gain/Loss - UBI | P | $366 | $366 | $366 | |
| Morris Foundation, LLC K-1 LT Gain/Loss - UBI | P | $316,594 | $316,594 | $316,594 | |
| Morris Foundation, LLC K-1 ST Gain/Loss - UBI | P | $2,756 | $2,756 | $2,756 | |
| Publicly Traded Securities | $764,931 | $251,630 | $513,301 | $513,301 | |
| Morris Foundation, LLC K-1 LT Capital Distribution | P | $6,082 | $6,082 | $6,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $839,099 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,077 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,077 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,077 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,058 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,058 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,981 | OverpaymentAmt |
| Applied To ES Tax | $4,981 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Dune Thorne | IndividualWithBooksNm |
| Phone | 6177176373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 High Street 27th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Brinkley Thorne | |||||||||
| 356 Worth Avenue Apt B-2 | Palm Beach | FL | 33480 | President | 1.00 | $0 | $0 | $0 | |
| Mazie L Cox | |||||||||
| 356 Worth Avenue Apt B-2 | Palm Beach | FL | 33480 | Vice President | 1.00 | $0 | $0 | $0 | |
| Yarrow Thorne | |||||||||
| 1219 N Main Road | Jamestowm | RI | 028352217 | Secretary | 1.00 | $0 | $0 | $0 | |
| Dune Thorne | |||||||||
| C/O Brown Advisory 100 High St 27th | Boston | MA | 02110 | Treasurer | 1.00 | $0 | $0 | $0 | Floor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $644,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,648,575 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,429,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,429,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,363,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,077 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,077 | TotalTaxAmt |
| Distributable Before Adj | $206,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $89,200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $295,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $295,295 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $572,414 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $572,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $116,761 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $286,005 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $751,345 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $493,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,757,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $572,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $295,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $277,119 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,034,450 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $116,761 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,917,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $286,005 | ExcessFromYear4Amt |
| Excess From Year3 | $109,261 | ExcessFromYear3Amt |
| Excess From Year2 | $751,345 | ExcessFromYear2Amt |
| Excess From Year1 | $493,959 | ExcessFromYear1Amt |
| Excess From Current Year | $277,119 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Brinkley Thorne | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dune Thorne | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 High Street 27th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177176373 | RecipientPhoneNum |
| Recipient Email Address | dthorne@brownadvisory.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter that includes the purpose of the grant requested and Internal Revenue Service exemption. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards are available only to public charities that qualify under under Section 501(c)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Aspen Public Radio | ||||||
| 110 E Hallam 134 | Aspen | CO | 81611 | PC | Operations budget assistance | $1,000 |
| Avenue Concept Inc | ||||||
| 304 Lockwood Street | Providence | RI | 02907 | PC | Operations budget assistance | $195,000 |
| Bay Chamber Concerts Inc | ||||||
| PO Box 599 | Rockport | ME | 04856 | PC | Operations budget assistance | $100,000 |
| Boston Impact Initiative | ||||||
| PO Box 300443 | Jamaica Plain | MA | 02130 | PC | Operations budget assistance | $25,000 |
| Trustees of Dartmouth College | ||||||
| 7 Lebanon Street Suite 302 6015 | Hanover | NH | 03755 | PC | Operations budget assistance | $50,000 |
| The William A Farnsworth Library and Art Museum Inc | ||||||
| 356 Main Street | Rockland | ME | 04841 | PC | Operations budget assistance | $6,624 |
| Imagine North Carolina First | ||||||
| PO Box 428 | Raleigh | NC | 27602 | PC | Operations budget assistance | $5,000 |
| Knox County Homeless Coalition | ||||||
| PO Box 1696 | Rockland | ME | 04841 | PC | Operations budget assistance | $5,000 |
| Lifeflight Foundation | ||||||
| PO Box 899 13 Main Street 2nd Floor | Camden | ME | 04843 | PC | Operations budget assistance | $5,000 |
| Living Observatory Inc | ||||||
| 139 Bartlett Road | Plymouth | MA | 02360 | PC | Operations budget assistance | $1,000 |
| Maine Public Broadcasting Corp | ||||||
| 1450 Lisbon Street | Lewiston | ME | 04240 | PC | Operations budget assistance | $10,000 |
| Middlesex School | ||||||
| 1400 Lowell Rd | Concord | MA | 017425210 | PC | Operations budget assistance | $50,000 |
| Milton Academy | ||||||
| 170 Centre St | Milton | MA | 02186 | PC | Operations budget assistance | $25,000 |
| Presidents and Fellows of Harvard | ||||||
| 1033 Massachusetts Ave 3rd Floor | Cambridge | MA | 02138 | PC | Operations budget assistance | $10,000 |
| Rockport Library Foundation | ||||||
| PO Box 204 | Rockport | ME | 04856 | PC | Operations budget assistance | $1,325 |
| Rocky Mountain Public Media Inc | ||||||
| 2101 Arapahoe Street | Denver | CO | 80205 | PC | Operations budget assistance | $1,000 |
| National Debutante Cotillion Foundation Inc | ||||||
| 2500 Q Street NW 720 | Washington | DC | 45429 | PC | Operations budget assistance | $31,200 |
| United States Ski and Snowboard Association | ||||||
| 177 Huntington Ave | Boston | MA | 021153153 | PC | Operations budget assistance | $45,000 |
| YMCA of the USA | ||||||
| 101 N Wacker Drive | Chicago | IL | 60606 | PC | Operations budget assistance | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $572,149 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $97 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,092 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $36 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $180 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $381,330 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| Morris Foundation, LLC K-1 Ordinary Income - UBI | 900099 | $609 | |||
| Morris Foundation, LLC K-1 Rental | 14 | -$159 | |||
| Returned Grant | $89,200 | ||||
| Morris Foundation, LLC K-1 Rental - UBI | 900099 | -$151 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $771 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $482,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,200 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $572,654 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | The $89,200 reported on column E represents returned grants | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $11,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in the Morris Foundation | FMV | $3,623,575 | $3,623,575 |
| Brown Advisory Sustainable BD Instl | FMV | $185,794 | $185,794 |
| Brown Advisory Sustain Growth Inst | FMV | $110,913 | $110,913 |
| Brown Advisory Sustn Sm Cap Core I | FMV | $73,493 | $73,493 |
| Brown Advisory Sustain Value FD I | FMV | $108,059 | $108,059 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAFE Note | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| Amt | $82 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Morris Foundation, LLC K-1 Other Deductions | $377 | $377 | $0 |
| Morris Foundation, LLC K-1 Portolio Deductions 2% Floor | $41,278 | $40,789 | $0 |
| Morris Foundation, LLC K-1 Charitable Contributions | $3 | $0 | $3 |
| Morris Foundation, LLC K-1 Non-Deductible Expenses | $68 | $0 | $68 |
| Morris Foundation, LLC K-1 Royalty Deduction | $14,041 | $14,041 | $0 |
| Filing Fees | $194 | $0 | $194 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Morris Foundation, LLC K-1 Ordinary Income | -$217 | -$217 | -$217 |
| Morris Foundation, LLC K-1 Other Income/Loss | $15,328 | $15,328 | $15,328 |
| Morris Foundation, LLC K-1 Other Income/Loss - UBI | $36 | $0 | $36 |
| Morris Foundation, LLC K-1 Royalties | $17,309 | $17,309 | $17,309 |
| Morris Foundation, LLC K-1 Ordinary Income - UBI | $609 | $609 | |
| Morris Foundation, LLC K-1 Rental | -$159 | -$159 | -$159 |
| Returned Grant | $89,200 | $89,200 | |
| Morris Foundation, LLC K-1 Rental - UBI | -$151 | -$151 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Morris Foundation, LLC K-1 Cumulative tax basis adjustment | Desc |
| Amt | $383,678 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $1,799 | Amt |
| Net Investment Income | $1,799 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Morris Foundation, LLC K-1 Foreign Taxes | $1,268 | $1,267 | $0 |
| Federal Taxes | $11,000 | $0 | $0 |
| State Taxes | $7 | $0 | $0 |
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