STONE FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
STONE FAMILY FOUNDATION INC (EIN 52-2156862)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-06
IRS object ID
201811879349100616
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-06T09:59:26-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11966 GREENSPRING DRIVE SUITE 300AddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210934161ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522156862EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STONE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTONBusinessNameControlTxt
Phone4103470506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 ST PAUL STREET NO 910AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212021626ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE STONEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4103470506PhoneNum
Signature2018-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA MARSHALL CPAPreparerPersonNm
PTINP00434149PTIN
Phone4104530900PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,590,217FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,434ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,831DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,831DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$48,708NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$89,108GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$48,708CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$110,974TotalRevAndExpnssAmt
Total Net Invst Incm$59,540TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,723LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,362LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,361LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,520AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,260AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,260AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,737OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,737OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,101TaxesRevAndExpnssAmt
Taxes Net Invst Incm$402TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,081TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,621TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,081TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,761TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$68,621TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$33,893ExcessRevenueOverExpensesAmt
Net Investment Income$51,779NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,166CashBOYAmt
Cash EOY$1,467CashEOYAmt
Cash EOYFMV$1,467CashEOYFMVAmt
Sav And Temp Cash Invst BOY$65,698SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,592SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,592SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$24AcctRcvblAmt
Acct Rcvbl BOY$18AcctRcvblBOYAmt
Acct Rcvbl EOY$24AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$24AcctRcvblEOYFMVAmt
Corporate Stock BOY$921,930CorporateStockBOYAmt
Corporate Stock EOY$934,622CorporateStockEOYAmt
Corporate Stock EOYFMV$1,418,168CorporateStockEOYFMVAmt
Corporate Bonds BOY$86,017CorporateBondsBOYAmt
Corporate Bonds EOY$126,017CorporateBondsEOYAmt
Corporate Bonds EOYFMV$122,966CorporateBondsEOYFMVAmt
Total Assets BOY$1,075,829TotalAssetsBOYAmt
Total Assets EOY$1,109,722TotalAssetsEOYAmt
Total Assets EOYFMV$1,590,217TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,075,829RetainedEarningBOYAmt
Retained Earning EOY$1,109,722RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,075,829TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,109,722TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,075,829TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,109,722TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,075,829TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$33,893ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,109,722SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,109,722TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALES PUBLICLY TRADED SECURITIES THROUGH US BANK N.A. TRUST SERVICES2017-11-09$60,000$40,400$19,600$19,600
CAPITAL GAINS DIVIDENDS2017-12-31$29,108$29,108$29,108
FieldValueIRS element (for citing)
Capital Gain Net Income$48,708CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$61,662AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,274,612NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048377DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,594AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,265,120NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047105DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,192AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,199,788NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043501DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,659AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,052,346NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041487DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,751AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$891,872NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045692DistributionYr5Rt
Total Distribution0.226162TotalDistributionRt
Average Distribution0.045232AverageDistributionRt
Net Vl Noncharitable Assets$1,464,626NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$66,248AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$518NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$66,766AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$68,621QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$518InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$518SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$642OverpaymentAmt
Applied To ES Tax$642AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHUGH A MITCHELL JRIndividualWithBooksNm
Phone4103470506PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 ST PAUL ST STE 910AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP212021626ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE L STONE
10 BOWEN MILL ROADBALITMOREMD21212DIRECTOR/PRESIDENT/TREAS1.00$0$0$0
JAMES D STONE JR
84 EAST BROOKLINE STREET 6BOSTONMA02118DIRECTOR/VICE-PRES/SECTY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,424,896AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,034AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,486,930TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,486,930AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,464,626NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,231MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,231MinimumInvestmentReturnAmt
Tax Based On Investment Income$518TaxBasedOnInvestmentIncomeAmt
Total Tax$518TotalTaxAmt
Distributable Before Adj$72,713DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,713DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,713DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$68,621ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$68,621QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$518PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$68,103AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,713DistributableAsAdjustedAmt
Undistributed Income PY$58,558UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$68,621QualifyingDistributionsAmt
Applied To Year1$58,558AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,063AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$62,650UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANNE L STONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVENUEANNAPOLISMD21403NONEPCANNUAL FUND$12,000
GOUCHER COLLEGE
1021 DULANEY VALLEY RDBALTIMOREMD21204NONEPCGOUCHER PRISON EDUCATION PROGRAM$18,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPCANNUAL FUND - FOR VIRGINIA$12,000
THE NATURE CONSERVANCY
5410 GROSVENOR LANE 100BETHESDAMD20814NONEPCANNUAL FUND - FOR MARYLAND$12,000
THE NATURE CONSERVANCY
99 BEDFORD ST 5BOSTONMA02111NONEPCANNUAL FUND - FOR MASSACHUSETTS$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,831ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$48,708ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,540ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,540TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANNE L STONEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110 BOWEN MILL ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21212ZIPCd
FieldValueIRS element (for citing)
Total Contributions$51,434TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1159 SHARES CHEVRON CORPORATION$17,2992017-04-11
1139 SHARES MASTERCARD INC.$17,0892017-06-29
1209 SHARES CANADIAN NATIONAL RAILWAY CO.$17,0462017-10-04

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,520Amt
Net Investment Income$1,260NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,260DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBROWN ADVISORY INTERMEDIATE INCOMEBondNm
EOY Book Value$126,017EOYBookValueAmt
EOYFMV$122,966EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BROWN ADV EMG SMALL CAP INS$88,498$94,926
BROWN ADV STRAT EUR EQ INS$60,000$77,122
BROWN ADVISORY EMG MKTS INS$43,952$49,370
BROWN ADVISORY EQUITY INCOME INV$30,000$42,363
BROWN ADVISORY GROWTH EQUITY INC$102,708$218,373
BROWN ADVISORY SM CP FUNDAMENTAL VAL$71,268$140,357
BROWN ADVISORY SMALL CAP GROWTH INV$72,911$109,288
BROWN ADVISORY SUSTAINABLE GROWTH$111,574$209,893
ARTISAN INTERNATIONAL VALUE ADVISOR$55,123$59,988
BROWN ADV FLEXIBLE EQUITY INV$200,000$301,454
BROWN ADV GLOBAL LEADERS$30,000$38,694
CHEVRON CORPORATION$34,453$38,058
MASTERCARD INC.$17,089$21,039
CANADIAN NATIONAL RAILWAY CO.$17,046$17,243

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,723LegalFeesAmt
Net Investment Income$1,362NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,361DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEECategoryTxt
Amt$4,737Amt
Net Investment Income$4,737NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$402$402$0
EXCISE TAXES$699$0$0

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