STONE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION INC (EIN 52-2156862)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-21
- IRS object ID
- 201711729349100106
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-21T12:35:53-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1966 GREENSPRING DRIVE SUITE 300 | AddressLine1Txt |
| City | TIMONIUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210934161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522156862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 4103470506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 ST PAUL STREET NO 910 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212021626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE STONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103470506 | PhoneNum |
| Signature | 2017-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAMBERT G BOYCE JR CPA | PreparerPersonNm |
| PTIN | P00273644 | PTIN |
| Phone | 4104530900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-23 | IPDt |
| IP Tm | 11:22:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 394A7FA129EBD35E740D740E94607AC39CEA42AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B70C6DEBCE2ADC8DDB6B1F4429B1A1ED1473E18D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,316,545 | 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 | $69,533 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,702 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,347 | 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 |
| Legal Fees Rev And Expnss | $3,203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,602 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,601 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,390 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,622 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $254 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $535 | CashBOYAmt |
| Cash EOY | $2,166 | CashEOYAmt |
| Cash EOYFMV | $2,166 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $138,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,698 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $801,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $921,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,165,782 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $86,017 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $86,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $82,881 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,027,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,075,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,316,545 | 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 | $1,027,051 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,075,829 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,027,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,075,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,027,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,075,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,027,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,075,829 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,075,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 10,302.26 BROWN ADVISORY VALUE EQUITY INV | 2008-07-28 | 2016-02-05 | $129,293 | $117,652 | $11,641 | $11,641 |
| 1,390.18 BROWN ADVISORY VALUE EQUITY INV | 2009-12-24 | 2016-02-05 | $17,447 | $15,000 | $2,447 | $2,447 |
| 1,543.21 OAKMARK INTL SMALL CAP CL I | 2010-04-23 | 2016-08-29 | $22,654 | $20,000 | $2,654 | $2,654 |
| 548.31 OAKMARK INTL SMALL CAP CL I | 2010-12-03 | 2016-08-29 | $8,049 | $7,572 | $477 | $477 |
| 0.65 OAKMARK INTL SMALL CAP CL I | 2011-12-15 | 2016-08-29 | $10 | $8 | $2 | $2 |
| 115 INTERNATIONAL BUSINESS MACHINE CORP | 1988-01-01 | 2016-12-21 | $19,268 | $76 | $19,192 | $19,192 |
| 119 INTERNATIONAL BUSINESS MACHINES CORP | 1988-01-01 | 2016-12-21 | $19,938 | $78 | $19,860 | $19,860 |
| 110 INTERNATIONAL BUSINESS MACHINES CORP | 1988-01-01 | 2016-12-21 | $18,431 | $72 | $18,359 | $18,359 |
| 184 MASTERCARD INC | 2006-05-24 | 2016-02-05 | $15,158 | $718 | $14,440 | $14,440 |
| CAPITAL GAIN DIVIDENDS | 2016-12-31 | $24,630 | $24,630 | $24,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,702 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,265,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047105 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,192 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,199,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043501 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,659 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,052,346 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041487 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,751 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $891,872 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045692 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $808,595 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.177785 | TotalDistributionRt |
| Average Distribution | 0.035557 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,274,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,321 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,801 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $461 | OverpaymentAmt |
| Applied To ES Tax | $461 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 | HUGH A MITCHELL JR | IndividualWithBooksNm |
| Phone | 4103470506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 ST PAUL ST STE 910 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 212021626 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE L STONE | ||||||||
| 10 BOWEN MILL ROAD | BALITMORE | MD | 21212 | DIRECTOR/PRESIDENT/TREAS | 1.00 | $0 | $0 | $0 |
| JAMES D STONE JR | ||||||||
| 84 EAST BROOKLINE STREET 6 | BOSTON | MA | 02118 | DIRECTOR/VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN L STONE | ||||||||
| 25067 HALL ROAD | CHESHIRE | OR | 97419 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| 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 | $1,233,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,294,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,294,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,274,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,139 | TotalTaxAmt |
| Distributable Before Adj | $62,592 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,592 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,801 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,801 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,139 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,662 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,767 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,767 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $58,558 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE L STONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | ANNUAL FUND | $12,000 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY RD | BALTIMORE | MD | 21204 | NONE | PC | GOUCHER PRISON EDUCATION PROGRAM | $12,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | ANNUAL FUND | $12,000 |
| THE NATURE CONSERVANCY | |||||||
| 5410 GROSVENOR LANE 100 | BETHESDA | MD | 20814 | NONE | PC | ANNUAL FUND | $12,000 |
| THE NATURE CONSERVANCY | |||||||
| 99 BEDFORD ST 5 | BOSTON | MA | 02111 | NONE | PC | ANNUAL FUND | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,860 | 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 | ANNE L STONE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BOWEN MILL ROAD | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $69,533 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 115 SHARES INTERNATIONAL BUSINESS MACHINES, INC. | $17,392 | 2016-03-31 |
| 1 | 119 SHARES INTERNATIONAL BUSINESS MACHINES, INC. | $17,252 | 2016-06-28 |
| 1 | 110 SHARES INTERNATIONAL BUSINESS MACHINES, INC. | $17,735 | 2016-09-29 |
| 1 | 145 SHARES CHEVRON CORPORATION | $17,154 | 2016-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BROWN ADVISORY INTERMEDIATE INCOME | BondNm |
| EOY Book Value | $86,017 | EOYBookValueAmt |
| EOYFMV | $82,881 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MASTERCARD INC | $0 | $0 |
| BROWN ADV EMG SMALL CAP INS | $88,498 | $71,544 |
| BROWN ADV STRAT EUR EQ INS | $60,000 | $58,649 |
| BROWN ADVISORY EMG MKTS INS | $43,952 | $37,466 |
| BROWN ADVISORY EQUITY INCOME INV | $30,000 | $36,970 |
| BROWN ADVISORY GROWTH EQUITY INC | $111,533 | $196,408 |
| BROWN ADVISORY SM CP FUNDAMENTAL VAL | $79,428 | $139,529 |
| BROWN ADVISORY SMALL CAP GROWTH INV | $82,900 | $103,856 |
| BROWN ADVISORY SUSTAINABLE GROWTH | $125,000 | $182,512 |
| BROWN ADVISORY VALUE EQUITY INV | $0 | $0 |
| OAKMARK INTL SMALL CAP CL I | $0 | $0 |
| ARTISAN INTERNATIONAL VALUE ADVISOR | $53,465 | $48,984 |
| CHEVRON CORPORATION | $17,154 | $17,067 |
| BROWN ADV FLEXIBLE EQUIRY INV | $200,000 | $243,895 |
| BROWN ADV GLOBAL LEADERS | $30,000 | $28,902 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,203 | LegalFeesAmt |
| Net Investment Income | $1,602 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,601 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEE | CategoryTxt |
| Amt | $4,390 | Amt |
| Net Investment Income | $4,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $254 | $254 | $0 |
| EXCISE TAXES | $2,368 | $0 | $0 |