2016-05-16T00:00:00-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 1966 GREENSPRING DRIVE SUITE 300 TIMONIUM MD 210934161 990PF 2015-01-01 522156862 STONE FAMILY FOUNDATION INC STON 4103470506 7 ST PAUL STREET NO 910 BALTIMORE MD 212021626 ANNE STONE PRESIDENT 4103470506 2016-05-13 1 DAVID TRIMNER P00444822 4104530900 2015 2016-09-27 15:27:22Z X 1247360 X 75331 16977 16977 74839 228363 147892 167147 164869 0 0 0 2380 1190 1190 3693 3693 0 1993 348 0 8066 5231 1190 60000 60000 68066 5231 61190 99081 159638 759 534 534 89604 138543 138543 751268 801955 1025638 86017 86017 82645 927648 1027049 1247360 0 0 X 0 0 0 0 927648 1027049 927648 1027049 927648 1027049 927648 99081 320 1027049 0 1027049 2102.69 BROWN ADVISORY EMG MKTS INS 2014-05-16 2015-01-30 20396 21048 -652 -652 91.08 BROWN ADVISORY VALUE EQUITY INV 2010-12-03 2015-11-03 1556 1068 488 488 1081.74 BROWN ADVISORY VALUE EQUITY INV 2010-04-23 2015-11-03 18444 12537 5907 5907 212.48 BROWN ASVISORY VALUE EQUITY INV 2010-04-23 2015-12-07 3489 2462 1027 1027 2832.59 BROWN ADVISORY VALUE EQUITY INV 2008-07-28 2015-12-07 46511 32348 14163 14163 114 INTERNATIONAL BUSINESS MACHINES CORP 1988-01-01 2015-12-07 15898 75 15823 15823 130 INTERNATIONAL BUSINESS MACHINES CORP 1988-01-01 2015-12-07 18129 85 18044 18044 212 VARIAN MED SYS INC COM 1992-04-29 2015-12-07 16944 424 16520 16520 212 VARIAN MED SYS INC COM 1992-04-29 2015-12-07 16944 424 16520 16520 990.1 BROWN ADVISORY EMG MKTS INS 2013-03-08 2015-01-30 9604 10000 -396 -396 CAPITAL GAINS DIVIDENDS P 60448 60448 60448 147892 0 52192 1199788 0.043501 43659 1052346 0.041487 40751 891872 0.045692 0 808595 0.000000 25000 676462 0.036957 0.167637 0.033527 1265120 42416 1596 44012 61190 X 1596 0 1596 0 1596 830 768 1598 2 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A HUGH A MITCHELL JR 4103470506 7 ST PAUL ST STE 910 BALTIMORE MD 212021626 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE L STONE 10 BOWEN MILL ROAD BALITMORE MD 21212 DIRECTOR/PRESIDENT/TREAS 0.00 0 0 0 JAMES D STONE JR 84 EAST BROOKLINE STREET 6 BOSTON MA 02118 DIRECTOR/VICE-PRESIDENT 0.00 0 0 0 JOHN L STONE 25067 HALL ROAD CHESHIRE OR 97419 DIRECTOR/SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 1240104 44282 0 1284386 0 0 1284386 19266 1265120 63256 63256 1596 1596 61660 0 61660 0 61660 61190 0 61190 1596 59594 61660 58297 0 0 61190 58297 0 0 2893 0 0 0 0 0 0 0 0 58767 0 0 0 ANNE L STONE X CHESAPEAKE BAY FOUNDATION INC 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE 501(C)(3) OPERATING FUNDS 12000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE 501(C)(3) OPERATING FUNDS 12000 GOUCHER COLLEGE 1021 DULANEY VALLEY RD BALTIMORE MD 21204 NONE 501(C)(3) JOHN A. LEUTKEMEYER CHAIR 12000 THE NATURE CONSERVANCY 5410 GROSVENOR LANE 100 BETHESDA MD 20814 NONE 501(C)(3) OPERATING FUNDS 12000 THE NATURE CONSERVANCY 99 BEDFORD ST 5 BOSTON MA 02111 NONE 501(C)(3) OPERATING FUNDS 12000 60000 0 14 16977 18 74839 0 91816 0 91816 0 0 0 0 0 0 0 0 0 0 X X 1 ANNE L STONE 10 BOWEN MILL ROAD BALTIMORE MD 21212 75331 X X 1 244 SHARES OF IBM CORP. (2 TRANSACTIONS); 212 SHARES OF VARIAN MED SYS; 184 SHARES OF MASTERCARD 73031 2015-12-31 ACCOUNTING FEES 2380 1190 1190 BROWN ADVISORY INTERMEDIATE INCOME 86017 82645 MASTERCARD INC 18051 17914 VARIAN MED SYS INC 0 0 BROWN ADV EMG SMALL CAP INS 88498 84980 BROWN ADV STRAT EUR EQ INS 60000 60741 BROWN ADVISORY EMG MKTS INS 43952 36237 BROWN ADVISORY EQUITY INCOME INV 30000 35636 BROWN ADVISORY GROWTH EQUITY INC 111533 220803 BROWN ADVISORY SM CP FUNDAMENTAL VAL 79428 114890 BROWN ADVISORY SMALL CAP GROWTH INV 82900 98069 BROWN ADVISORY SUSTAINABLE GROWTH 75000 117393 BROWN ADVISORY VALUE EQUITY INV 132652 162525 OAKMARK INTL SMALL CAP CL I 27580 29646 ARTISAN INTERNATIONAL VALUE ADVISOR 52361 46804 PRIOR PERIOD ADJUSTMENT 320 INVESTMENT ADVISOR FEE 3693 3693 0 FOREIGN TAXES 348 348 0 EXCISE TAXES 1645 0 0