WILLIAM G STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WILLIAM G STEWART FAMILY FOUNDATION INC (EIN 52-2165295)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-07-11
IRS object ID
201741929349100219
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-07-11T15:00:14-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN INVESTMENT ADVISORY & TRUSTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1901 SOUTH BOND STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21231ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522165295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM G STEWART FAMILY FDN INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone4105375496PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 SOUTH BOND STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21231ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM G STEWARTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4105375496PhoneNum
Signature2017-06-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJERRY L ADAMSPreparerPersonNm
PTINP01776553PTIN
Phone4105375484PhoneNum
Preparation2017-06-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.167.232.10IPv4AddressTxt
FieldValueIRS element (for citing)
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id59FBAF6E58AD218C35B84ED0CCE6343EF47DF4ADAtSubmissionCreationDeviceId
At Submission Filing Device Id59FBAF6E58AD218C35B84ED0CCE6343EF47DF4ADAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$984,585FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,352ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,192DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,776DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$157,730NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$384,207GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$157,730CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$216,274TotalRevAndExpnssAmt
Total Net Invst Incm$164,506TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,836OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,836OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,099TaxesRevAndExpnssAmt
Taxes Net Invst Incm$115TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$5,935TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,951TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,785TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,951TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$42,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$167,489ExcessRevenueOverExpensesAmt
Net Investment Income$159,555NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,116SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,906SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,906SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$405,516CorporateStockBOYAmt
Corporate Stock EOY$505,659CorporateStockEOYAmt
Corporate Stock EOYFMV$926,936CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,000CorporateBondsBOYAmt
Corporate Bonds EOY$25,065CorporateBondsEOYAmt
Corporate Bonds EOYFMV$26,743CorporateBondsEOYFMVAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$435,632TotalAssetsBOYAmt
Total Assets EOY$561,630TotalAssetsEOYAmt
Total Assets EOYFMV$984,585TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$435,632CapitalStockBOYAmt
Capital Stock EOY$561,630CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$435,632TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$561,630TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$435,632TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$561,630TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$435,632TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$167,489ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$603,121SubtotalAmt
Other Decreases$41,491OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$561,630TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1048. CHUBB CORP.2004-06-252016-01-15$135,981$34,816$101,165$101,165
.7912 CHUBB LTD2016-01-152016-02-26$93$88$5$5
9.966 HARBOR FUND INTERNATL FD2015-12-172016-03-18$596$588$8$8
331.649 HARBOR FUND INTERNATL FD2009-11-062016-03-18$19,849$17,883$1,966$1,966
1518.306 BROWN ADVISORY EQUITY INCOME INV2015-12-212016-05-03$19,161$20,287-$1,126-$1,126
655.978 BROWN ADVISORY EQUITY INCOME INV2014-12-232016-05-03$8,278$6,714$1,564$1,564
13. MALLINCKRODT PLC1976-09-142016-05-03$843$101$742$742
25. PENTAIR PLC1976-09-142016-05-03$1,449$270$1,179$1,179
105. TYCO INTERNATIONAL PLC1976-09-142016-05-03$3,928$704$3,224$3,224
105. TE CONNECTIVITY LTD1976-09-142016-05-03$6,241$1,759$4,482$4,482
379.991 BROWN ADVISORY GROWTH EQUITY INV2013-12-132016-05-19$7,197$4,073$3,124$3,124
411.984 BROWN ADVISORY GROWTH EQUITY INV2015-12-212016-05-19$7,803$7,906-$103-$103
940.476 BROWN ADVISORY EMG MKTS INS2012-12-132016-05-19$7,806$9,405-$1,599-$1,599
599.387 BROWN ADVISORY VALUE EQUITY INV2015-12-212016-05-19$8,158$8,349-$191-$191
5778.687 BROWN ADVISORY VALUE EQUITY INV2015-01-202016-05-19$78,648$80,574-$1,926-$1,926
753.725 BROWN ADVISORY SMALL CAP GROWTH INV2015-12-212016-05-19$11,178$11,351-$173-$173
932.047 BROWN ADVISORY SMALL CAP GROWTH INV2014-12-232016-05-19$13,822$13,879-$57-$57
909. ALCATEL - SPONSORED ADR1992-08-182016-05-25$2,433$2,433$2,433
542.888 BROWN ADVISORY MACQUARIE ASIA NEW2015-11-232016-08-23$5,179$5,649-$470-$470
1369. EMC CORP1998-06-102016-09-07$34,476$2,053$32,423$32,423
.589 DELL TECHNOLOGIES INC COM CL V1998-06-102016-11-16$29$28$1$1
CAPITAL GAIN DIVIDENDS$11,059P
FieldValueIRS element (for citing)
Capital Gain Net Income$157,730CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,346AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$897,160NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048315DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,094AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$862,830NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034878DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$715,140NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.020695DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,430AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$437,149NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.023859DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$337,416NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.029637DistributionYr5Rt
Total Distribution0.157384TotalDistributionRt
Average Distribution0.031477AverageDistributionRt
Net Vl Noncharitable Assets$944,854NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,741AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,596NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,337AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,596InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,596SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,596TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$604EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,651AppliedToEsTaxAmt
Total Payments And Credits$3,255TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,659OverpaymentAmt
Applied To ES Tax$1,596AppliedToESTaxAmt
Refund$63RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksBROWN ADVISORYIndividualWithBooksNm
Phone4105375496PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1901 S BOND STREET SUITE 400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21231ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILLIAM G STEWART
PO BOX 159STEVENSONMD21153PRES-TREAS-TTEE1$0
CAROLINE R STEWART
PO BOX 159STEVENSONMD21153VP-SECRETARY-TTEE1$0
WILLIAM G STEWART JR
PO BOX 159STEVENSONMD21153TRUSTEE1$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
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$899,939AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,304AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$959,243TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$959,243AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$944,854NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,243MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,243MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,596TaxBasedOnInvestmentIncomeAmt
Total Tax$1,596TotalTaxAmt
Distributable Before Adj$45,647DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,647DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,647DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$42,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,596PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,254AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,647DistributableAsAdjustedAmt
Undistributed Income PY$42,498UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$42,850QualifyingDistributionsAmt
Applied To Year1$42,498AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$352AppliedToCurrentYearAmt
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$45,295UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM STEWARTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST THOMAS EPISCOPAL CHURCH
KIM BAUMILLER FIN SECRETARY232 ST THOMAS LANEOWINGS MILLSMD21117NONEPUBLIC CHARITYGENERAL$2,750
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357NONEPUBLIC CHARITY2011 40TH REUNION$1,000
GARRISON FOREST SCHOOL
300 GARRISON FOREST ROADOWINGS MILLSMD21117NONEPUBLIC CHARITYGENERAL$2,500
PAUL'S PLACE
WILLIAM MCLENNAN EX DIR1118 WARD STREETBALTIMOREMD21230NONEPUBLIC CHARITYGENERAL$8,000
MEDSTAR UNION MEMORIAL HOSPITAL
201 E UNIVERSITY PARKWAYBALTIMOREMD21218NONEPUBLIC CHARITYGENERAL$1,500
THE VALLEY'S PLANNING COUNCIL
118 WEST PENNSYLVANIA AVENUETOWSONMD21204NONEPUBLIC CHARITYGENERAL$3,000
HOPEWELL CANCER SUPPORT
ATTN SUZANNE BRACEPO BOX 755BROOKLANDVILLEMD21022NONEPUBLIC CHARITYFIREFLIES -2ND INSTALLMENT$8,000
ICE HOCKEY IN HARLEM
127 WEST 127TH STREETNEW YORKNY10027NONEPUBLIC CHARITYGENERAL$1,000
GILMAN SCHOOL
5407 ROLAND AVEBALTIMOREMD21210NONEPUBLIC CHARITYGENERAL$5,000
LUNGEVITY FOUNDATION
6917 ARLINGTON ROAD SUITE 352BETHESDAMD20814NONEPUBLIC CHARITYGENERAL$1,000
UNIVERSITY OF PENNSYLVANIA
MUSEUM OF ARCHCAEOLOGY3260 SOUTH STREETPHILADELPHIAPA19104NONEPUBLIC CHARITYGENERAL$1,000
LOYOLA UNIVERSITY
4501 N CHARLES STREETBALTIMOREMD21210NONEPUBLIC CHARITYWICKS FELLOWSHIP PASTORAL$1,000
PAN MASSACHUSETTS CHALLENGE TRUST
77 4TH AVENUENEEDHAMMA02494NONEPUBLIC CHARITYALLYN LODGES FUNDRAISING$500
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218NONEPUBLIC CHARITYANNA D WOLFE PROFESSORSHIP$1,000
YMCA OF GREATER BOSTON
316 HUNTINGTON AVENUEBOSTONMA02215NONEPUBLIC CHARITYGENERAL$1,000
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC200777543NONEPUBLIC CHARITYGENERAL$1,000
ARMS
125 NASHUA STREET SUITE 540BOSTONMA02114NONEPUBLIC CHARITYGENERAL$1,000
WBUR 909 FM
890 COMMONWEALTH AVENUEBOSTONMA02215NONEPUBLIC CHARITYGENERAL$1,000
SWEET BRIAR COLLEGE
134 CHAPEL ROADSWEET BRIARVA24595NONEPUBLIC CHARITYGENERAL$600
GIRLS EMPOWERMENT MISSION
LIVING CLASSROOMS802 S CAROLINE STREETBALTIMOREMD21231NONEPUBLIC CHARITYGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,192ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$157,730ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$164,922ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$164,922TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonWilliam G StewartContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 159AddressLine1Txt
CityStevensonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21153ZIPCd
FieldValueIRS element (for citing)
Total Contributions$51,352TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property13 SHS MNK 25 SHS PNR 105 SHS TYC 105 SHS TEL 1369 SHS EMCNoncashPropertyDesc
Fair Market Value$51,352FairMarketValueAmt
Received2016-04-27ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondARTISAN HIGH INC FDBondNm
EOY Book Value$25,065EOYBookValueAmt
EOYFMV$26,743EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY MUTUAL FUNDS$424,040$540,270
FOREIGN STOCKS$69,943$83,236
COMMON STOCKS$11,676$303,430

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUST MKT TO BK ON GIFTED STOCK$41,427
OTHER BK VAL ADJUSTMENTS$64

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES-PRINCategoryTxt
Amt$4,836Amt
Net Investment Income$4,836NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$380$0$0
QUARTERLY TAX DEPOSIT$604$0$0
FOREIGN TAXES ON QUALIFIED FOR$112$112$0
FOREIGN TAXES ON NONQUALIFIED$3$3$0

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