STONE FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION INC (EIN 52-2156862)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-29
- IRS object ID
- 201231509349100508
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-29T12:11:56-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9515 DEERECO RD - SUITE 500 | AddressLine1 |
| City | TIMONIUM | City |
| State | MD | State |
| ZIP Code | 210932184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522156862 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STON | NameControl |
| Phone | 4103470506 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 ST PAUL ST NO 910 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212021626 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE STONE | Name |
| Title | PRESIDENT | Title |
| Phone | 4103470506 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAMBERT G BOYCE JR CPA | Name |
| PTIN | P00273644 | PTIN |
| Phone | 4104530900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 817594 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 64837 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 8012 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8012 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1487 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 56770 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1487 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 27 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 74363 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9499 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1785 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1785 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3494 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3494 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 314 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 243 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5593 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5522 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5593 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5522 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 68770 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3977 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 79558 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11335 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11335 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 614399 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 618751 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 671697 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 132276 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 134562 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 693957 | TotalAssetsBOY |
| Total Assets EOY | 762362 | TotalAssetsEOY |
| Total Assets EOYFMV | 817594 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 693957 | RetainedEarningsBOY |
| Retained Earnings EOY | 762362 | RetainedEarningsEOY |
| Total Net Assets BOY | 693957 | TotalNetAssetsBOY |
| Total Net Assets EOY | 762362 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 693957 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 762362 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 693957 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 68770 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 762727 | Subtotal |
| Other Decreases | 365 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 762362 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 278.94 SHS AMERICAN EUROPACIFIC GRTH F2 | P | 2010-12-10 | 2011-09-13 | 10000 | 11550 | -1550 | -1550 |
| 849.618 OAKMARK INTL SMALL CAP CL I | P | 2010-12-10 | 2011-09-13 | 10000 | 11852 | -1852 | -1852 |
| 5.002 T ROWE PRICE NEW ASIA | P | 2010-12-16 | 2011-02-11 | 89 | 94 | -5 | -5 |
| .866 T ROWE PRICE INTL FDS LATIN AMER | P | 2010-12-16 | 2011-02-11 | 47 | 48 | -1 | -1 |
| 364.299 SHS SCOUT INTERNATIONAL FUND | P | 2010-12-10 | 2011-09-13 | 10000 | 11658 | -1658 | -1658 |
| 11.068 SHS BROWN CADINAL REFER TO | P | 2008-12-11 | 2011-07-08 | 150 | 81 | 69 | 69 |
| 626.959 SHS T ROWE PRICE NEW ASIA FUND | P | 2009-12-24 | 2011-02-11 | 11166 | 10000 | 1166 | 1166 |
| 209.114 SHS T ROWE PRICE INTL FDS LATIN AMER | P | 2009-12-24 | 2011-02-11 | 11209 | 9998 | 1211 | 1211 |
| .047 SHS T ROWE PRICE INTL FDS LATIN AMER | P | 2009-12-24 | 2011-02-14 | 3 | 2 | 1 | 1 |
| CAPITAL GAINS DIVIDENDS | P | 4106 | 4106 | 4106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1487 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 676462 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036957 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29980 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 529923 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056574 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 612530 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048977 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 716022 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041898 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 30000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 607529 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049380 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.233786 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046757 | AverageDistributionRatio |
| Net Noncharitable Assets | 808595 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37807 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 40 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 37847 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 80 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 80 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 80 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 27 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 53 | TaxPaidWithExtension |
| Total Credits And Payments | 80 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HUGH A MITCHELL JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4103470506 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 ST PAUL ST STE 910 | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212021626 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2010 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ANNE L STONE | ||||||||
| 10 BOWEN MILL ROAD | BALITMORE | MD | 21212 | DIRECTOR/PRESIDENT/TREAS | 0.00 | 0 | 0 | 0 |
| JAMES D STONE JR | ||||||||
| 5 HANSON STREET | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 760171 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 60738 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 820909 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 820909 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12314 | CashDeemedCharitable |
| Net Noncharitable Assets | 808595 | NetNoncharitableAssets |
| Minimum Investment Return | 40430 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40430 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 80 | TaxBasedOnInvestmentIncome |
| Total Tax | 80 | TotalTax |
| Distributable Amount Before Adj | 40350 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 40350 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 40350 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 0 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 0 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40350 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 145 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 0 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 145 | TaxableAmount2 |
| Undistributed Income CY | 40350 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE L STONE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,012 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,487 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2010 TAX REFUND | Description |
| Related Or Exempt Function Income | 27 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $9,499 | ExclusionAmount |
| Related Or Exempt Function Income | 27 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9526 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumber |
| Relationship Statement | REFUND OF EXCISE TAX RECEIVED DUE TO PRIOR YEAR OVERPAYMENT. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ANNE L STONE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 BOWEN MILL ROAD | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 21212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 64837 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,785 | Amount |
| Net Investment Income | 1785 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BROWN INVESTMENTS | NameOfBond |
| EOY Book Value | 132276 | EOYBookValue |
| EOYFMV | 134562 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BROWN INVESTMENTS | NameOfStock |
| EOY Book Value | 618751 | EOYBookValue |
| EOYFMV | 671697 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECONCILING VARIANCE | Description |
| Amount | $365 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2010 TAX REFUND | Description |
| Revenue And Expenses Per Books | 27 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 27 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEE | Category |
| Amount | $3,494 | Amount |
| Net Investment Income | 3494 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $243 | 243 | 0 |
| 2010 EXTENSION PAYMENT | $44 | 0 | 0 |
| 2010 OVERPAYMENT APPLIED TO 2011 | $27 | 0 | 0 |