WILLIAM G STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G STEWART FAMILY FOUNDATION INC (EIN 52-2165295)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349100803
- Schema version
- 2015v2.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T07:00:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN INVESTMENT ADVISORY & TRUST | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522165295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM G STEWART FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4105375496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G STEWART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4105375496 | PhoneNum |
| Signature | 2016-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRY L ADAMS | PreparerPersonNm |
| PTIN | P01776553 | PTIN |
| Phone | 4105375484 | PhoneNum |
| Preparation | 2016-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $952,580 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $137,340 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,221 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $202,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,859 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,338 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,338 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,116 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $374,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $405,516 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $922,333 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $15,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,131 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $384,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $435,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $952,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $384,311 | CapitalStockBOYAmt |
| Capital Stock EOY | $435,632 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $384,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $435,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $384,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $435,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $384,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $182 | OtherIncreasesAmt |
| Subtotal | $538,157 | SubtotalAmt |
| Other Decreases | $102,525 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $435,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. BIOGEN IDEC INC | 2011-12-02 | 2015-06-12 | $38,942 | $11,514 | $27,428 | $27,428 | |
| 191.991 BROWN ADV GROWTH EQTY FUND-I | 2014-12-23 | 2015-10-06 | $3,788 | $3,748 | $40 | $40 | |
| 139.808 BROWN ADVISORY-S/C FND VAL-I | 2013-12-13 | 2015-10-06 | $3,087 | $3,195 | -$108 | -$108 | |
| 175.626 BROWN ADVISORY-S/C FND VAL-I | 2014-12-23 | 2015-10-06 | $3,878 | $4,138 | -$260 | -$260 | |
| 864.269 BROWN ADVISORY EMG MKTS-INS | 2012-12-13 | 2015-11-23 | $7,450 | $8,643 | -$1,193 | -$1,193 | |
| 87.184 BROWN ADVISORY-S/C FND VAL-I | 2007-02-02 | 2015-11-23 | $2,000 | $1,574 | $426 | $426 | |
| 477.94 BROWN ADVISORY VALUE EQUITY INV | 2006-12-12 | 2015-11-23 | $7,910 | $6,865 | $1,045 | $1,045 | |
| 186.713 BROWN ADVISORY VALUE EQUITY INV | 2014-12-23 | 2015-11-23 | $3,090 | $3,288 | -$198 | -$198 | |
| 190.051 BROWN ADV SMALL-CAP GROWTH-I | 2013-12-13 | 2015-11-23 | $3,423 | $3,385 | $38 | $38 | |
| 87.573 BROWN ADV SMALL-CAP GROWTH-I | 2014-12-23 | 2015-11-23 | $1,577 | $1,450 | $127 | $127 | |
| 39.271 HARBOR FUND INTERNATL FD | 2009-11-06 | 2015-11-23 | $2,500 | $2,117 | $383 | $383 | |
| 4903.018 WASATCH EMERGING MKTS SMALL CAP FUND | 2013-12-27 | 2015-11-23 | $12,110 | $12,280 | -$170 | -$170 | |
| 3500. MFA MTG INVTS INC | 2012-01-31 | 2015-12-07 | $23,805 | $25,719 | -$1,914 | -$1,914 | |
| CAPITAL GAIN DIVIDENDS | $30,577 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,221 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $862,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034878 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $715,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020695 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,430 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $437,149 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023859 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $337,416 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029637 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $279,296 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026674 | DistributionYr5Rt |
| Total Distribution | 0.135743 | TotalDistributionRt |
| Average Distribution | 0.027149 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $897,160 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,357 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $604 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,950 | 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 | $604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $224 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $224 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $380 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | BROWN ADVISORY | IndividualWithBooksNm |
| Phone | 4105375496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S BOND STREET SUITE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|
| WILLIAM G STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | PRES-TREAS-TTEE | 0 | $0 |
| CAROLINE R STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | VP-SECRETARY-TTEE | 0 | $0 |
| WILLIAM G STEWART JR | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $896,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $910,822 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $910,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $897,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $604 | TotalTaxAmt |
| Distributable Before Adj | $44,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,254 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $43,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $604 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,194 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,194 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,756 | 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 | $42,498 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| DAVIDSON COLLEGE | ||||||||
| FBO JEANETTE SCIRE GARDEN | BOX 7174 | DAVIDSON | NC | 280357174 | N/A | PUBLIC CHARITY | GENERAL | $2,000 |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| KIM BAUMILLER FIN SECRETARY | 232 ST THOMAS LANE | OWINGS MILLS | MD | 21117 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PUBLIC CHARITY | 2011 40TH REUNION | $4,500 | |
| GARRISON FOREST SCHOOL | ||||||||
| 300 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| PAUL'S PLACE | ||||||||
| WILLIAM MCLENNAN EX DIR | 1118 WARD STREET | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | GENERAL | $4,500 |
| THE VALLEY'S PLANNING COUNCIL | ||||||||
| 118 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | NONE | PUBLIC CHARITY | GENERAL | $2,500 | |
| HOPEWELL CANCER SUPPORT | ||||||||
| ATTN SUZANNE BRACE | PO BOX 755 | BROOKLANDVILLE | MD | 21022 | NONE | PUBLIC CHARITY | FIREFLIES -2ND INSTALLMENT | $4,500 |
| ICE HOCKEY IN HARLEM | ||||||||
| 127 WEST 127TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| ISIDORE NEWMAN SCHOOL | ||||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | GENERAL | $3,575 | |
| THE GROW CLINIC FOR CHILDREN | ||||||||
| BOSTON MEDICAL CTR | 771 ALBANY ST DOWLING BLDG | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| AUSTIN SUNSHINE CAMPS | ||||||||
| ATTN MATT STREIF TREASURER | P O BOX 161270 | AUSTIN | TX | 78716 | NONE | PUBLIC CHARITY | GENERAL | $375 |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | GENERAL | $300 | |
| BREAST CANCER RESOURCE CTR TEXAS | ||||||||
| PULLING FOR PINK | P O BOX 300040 | AUSTIN | TX | 78703 | NONE | PUBLIC CHARITY | GENERAL | $700 |
| NOTHING BUT NETS | ||||||||
| P O BOX 96539 | WASHINGTON | DC | 200906539 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| ASHESI UNIVERSITY FDN | ||||||||
| 1414 31ST AVE SOUTH | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| OFFICE UNIVERSITY ADVANCEMENT | BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| OVER THE MOON | ||||||||
| C/O GILLIAN CHADWICK | 2300 COLSTON DR APT 203 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MASSACHUSETTS GENERAL HOSP | ||||||||
| SCHWARTZ CTR COMPASSIONATE HLTHCR | 125 NASHUA ST STE 540 | BOSTON | MA | 021141101 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| YMCA OF GREATER BOSTON | ||||||||
| P O BOX 845901 | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| BOSTON UNIVERSITY TRUSTEES | ||||||||
| WBUR 909 FM | 881 COMMONWEALTH AVE 4TH FL | BOSTON | MA | 022151303 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,859 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | William G Stewart | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 159 | AddressLine1Txt |
| City | Stevenson | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $137,340 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1048 SHARES CHUBB CORP | NoncashPropertyDesc |
| Fair Market Value | $137,340 | FairMarketValueAmt |
| Received | 2015-12-22 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ARTISAN HIGH INC FD | BondNm |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,131 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY MUTUAL FUNDS | $365,587 | $464,216 |
| FOREIGN STOCKS | $3,481 | |
| COMMON STOCKS | $39,929 | $454,636 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST MKT TO BK ON GIFTED STOCK | Desc |
| Amt | $102,525 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST OPENEING BK VALUE | Desc |
| Amt | $182 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES-PRIN | CategoryTxt |
| Amt | $4,338 | Amt |
| Net Investment Income | $4,338 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| QUARTERLY TAX DEPOSIT | $134 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $87 | $87 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $26 | $26 | $0 |
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