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BROWN ADVISORY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BROWN ADVISORY CHARITABLE FOUNDATION INC (EIN 01-0912891)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-06-28
IRS object ID
202321799349100507
Schema version
2021v4.1
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)
Return2023-06-28T10:00:14-05:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 RUSH ALLEY SUITE 800AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432153932ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010912891EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROWN ADVISORY CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROWBusinessNameControlTxt
Phone4438735256PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 SOUTH BOND STREET STE 400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21231ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE MCDONNELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4438735256PhoneNum
Signature2023-06-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY NEUGEBAUERPreparerPersonNm
PTINP01285591PTIN
Phone6142211000PhoneNum
Preparation2023-06-27PreparationDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,388,280FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,486,948ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,343DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,992DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,179NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$267,028GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$7,482,112TotalRevAndExpnssAmt
Total Net Invst Incm$12,992TotalNetInvstIncmAmt
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$928OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$928OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
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$1,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$928TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,972,911ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,972,911ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,973,939TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$928TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,972,911TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,508,173ExcessRevenueOverExpensesAmt
Net Investment Income$12,064NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$129,183CashBOYAmt
Cash EOY$1,602,868CashEOYAmt
Cash EOYFMV$1,602,868CashEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock EOY$3,619,953CorporateStockEOYAmt
Corporate Stock EOYFMV$3,345,156CorporateStockEOYFMVAmt
Corporate Bonds EOY$300,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$269,522CorporateBondsEOYFMVAmt
Other Investments EOY$150,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$170,734OtherInvestmentsEOYFMVAmt
Total Assets BOY$129,183TotalAssetsBOYAmt
Total Assets EOY$5,672,821TotalAssetsEOYAmt
Total Assets EOYFMV$5,388,280TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$129,183CapitalStockBOYAmt
Capital Stock EOY$5,672,821CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$129,183TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,672,821TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$129,183TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,672,821TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$129,183TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,508,173ExcessRevenueOverExpensesAmt
Other Increases$35,465OtherIncreasesAmt
Subtotal$5,672,821SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,672,821TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
5. FORTIVE CORP COM2022-01-312022-02-02$356$351$5$5
1. UNITEDHEALTH GROUP INC2022-01-312022-02-02$473$468$5$5
1. FORTIVE CORP COM2022-01-312022-02-07$64$70-$6-$6
6. FORTIVE CORP COM2022-01-312022-02-07$384$421-$37-$37
2. WEST PHARMACEUTICAL SVCS INC COM2022-01-312022-02-09$816$786$30$30
21. FORTIVE CORP COM2022-01-312022-03-09$1,229$1,473-$244-$244
29. FORTIVE CORP COM2022-01-312022-03-10$1,640$2,034-$394-$394
28. STARBUCKS CORP.2022-01-312022-03-10$2,437$2,738-$301-$301
11. FORTIVE CORP COM2022-01-312022-03-11$622$772-$150-$150
34. STARBUCKS CORP.2022-02-162022-03-11$2,879$3,290-$411-$411
52. STARBUCKS CORP.2022-03-072022-03-14$4,170$4,811-$641-$641
12. STARBUCKS CORP.2022-03-072022-03-14$951$1,040-$89-$89
39. STARBUCKS CORP.2022-03-072022-03-15$3,230$3,380-$150-$150
11. VERISK ANALYTICS INC COM2022-01-312022-03-22$2,333$2,151$182$182
7. VERISK ANALYTICS INC COM2022-01-312022-03-23$1,454$1,369$85$85
3413.746 BROWN ADV GLOBAL LDRS INST2022-02-162022-04-01$75,000$77,390-$2,390-$2,390
25. DYNATRACE INC2022-01-312022-04-05$1,152$1,371-$219-$219
8. ETSY INC2022-01-312022-04-05$1,065$1,224-$159-$159
3. HOME DEPOT INC.2022-01-312022-04-05$917$1,093-$176-$176
7. WEST PHARMACEUTICAL SVCS INC COM2022-04-012022-04-19$2,599$2,882-$283-$283
11. ETSY INC2022-01-312022-04-28$1,092$1,682-$590-$590
9. UNITEDHEALTH GROUP INC2022-04-012022-04-28$4,698$4,586$112$112
38. ETSY INC2022-03-072022-04-29$3,588$5,447-$1,859-$1,859
10. CADENCE DESIGN SYS INC2022-04-012022-05-02$1,489$1,640-$151-$151
38. ETSY INC2022-04-012022-05-02$3,597$5,183-$1,586-$1,586
14492.754 VANGUARD GNMA FUND ADM2022-01-262022-06-29$138,696$150,000-$11,304-$11,304
5. ADOBE SYS INCORP2022-02-162022-07-08$1,947$2,522-$575-$575
2. IDEXX LABORATORIES CORP2022-04-012022-07-08$757$1,091-$334-$334
3. IDEXX LABORATORIES CORP2022-04-012022-07-11$1,108$1,637-$529-$529
10. ENPHASE ENERGY INC2022-04-012022-08-01$2,846$1,995$851$851
4. ENPHASE ENERGY INC2022-03-072022-08-10$1,204$655$549$549
4. ENPHASE ENERGY INC2022-03-072022-08-11$1,184$655$529$529
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
CAPITAL GAIN DIVIDENDS$1,051P
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,179CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$168InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$168SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$32OverpaymentAmt
Applied To ES Tax$32AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksCATHERINE P MCDONNELLIndividualWithBooksNm
Phone4438735256PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1901 S BOND ST STE 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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BRETT D ROGERS
901 S BOND ST STE 400BALTIMOREMD21231SECRETARY, DIRECTOR1$0
MICHAEL D HANKIN
901 S BOND ST STE 400BALTIMOREMD21231CHAIRMAN, DIRECTOR1$0
DAVID M CHURCHILL
901 S BOND ST STE 400BALTIMOREMD21231TREASURER, DIRECTOR1$0
CATHERINE P MCDONNELL
901 S BOND ST STE 400BALTIMOREMD21231PRESIDENT, DIRECTOR1$0
BRIAN COBB
901 S BOND ST STE 400BALTIMOREMD21231VICE PRESIDENT, DIRECTOR1$0
CHARLIE CONSTABLE
901 S BOND ST STE 400BALTIMOREMD21231VICE PRESIDENT, DIRECTOR1$0
REBECCA SUGARMAN
901 S BOND ST STE 400BALTIMOREMD21231VICE PRESIDENT, DIRECTOR1$0
DAVID HODNETT
901 S BOND ST STE 400BALTIMOREMD21231VICE PRESIDENT, DIRECTOR1$0
FRAN CORNITCHER
901 S BOND ST STE 400BALTIMOREMD21231ASSISTANT TREASURER, DIRECTOR1$0
LAUREN NORRIS
901 S BOND ST STE 400BALTIMOREMD21231ASSISTANT SECRETARY, DIRECTOR1$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$1,920,642AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,783,291AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,703,933TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,703,933AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,559CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,648,374NetVlNoncharitableAssetsAmt
Minimum Investment Return$182,419MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$182,419MinimumInvestmentReturnAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Total Tax$168TotalTaxAmt
Distributable Before Adj$182,251DistributableBeforeAdjAmt
Recoveries Qualfied Distri$80,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$262,251DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$262,251DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,972,911ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,972,911QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$262,251DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$932,698ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,196,139ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,194,250ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,137,859ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,355,101ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,816,047TotalExcessDistributionCyovAmt
Qualifying Distributions$1,972,911QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$262,251AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,710,660RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,526,707TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$932,698ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,594,009ExcessDistriCyovToNextYrAmt
Excess From Year4$1,196,139ExcessFromYear4Amt
Excess From Year3$1,194,250ExcessFromYear3Amt
Excess From Year2$1,137,859ExcessFromYear2Amt
Excess From Year1$1,355,101ExcessFromYear1Amt
Excess From Current Year$1,710,660ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBROWN ADVISORY LLCContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCATHERINE P MCDONNELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1901 S BOND ST STE 400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21231ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4438735256RecipientPhoneNum
Form And Info And MaterialsNAME, ADDRESS AND PURPOSE FOR WHICH FUNDS ARE REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGEOGRAPHICALRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (319 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Children's Hospital of the King's
Daughters601 CHILDRENS LANENorfolkVA23507NONEPCPROGRAM SUPPORT$100
Zachary T Paff Foundation Inc
2807 SHADY GROVE COURTBaldwinMD21013NONEPCPROGRAM SUPPORT$1,000
YMCA GBW
1 EAST CHESTNUT STREETWest ChesterPA19380NONEPCPROGRAM SUPPORT$3,500
Yellow Ribbon Fund
7101 WISCONSIN AVENUE SUITE 800BethesdaMD20814NONEPCPROGRAM SUPPORT$3,000
World Trade Center Institute (WTCI)
401 EAST PRATT STREET SUITE 232BaltimoreMD21202NONEPCPROGRAM SUPPORT$3,000
World Central Kitchen
200 MASSACHUSETTS AVE NW 7TH FLOORWashingtonDC20001NONEPCPROGRAM SUPPORT$25,000
Work to Ride
98 CHAMOUNIX DRIVEPhiladelphiaPA19131NONEPCPROGRAM SUPPORT$5,000
Women's Foundation of Boston Inc
423 BROOKLINE AVE SUITE 223BostonMA02215NONEPCPROGRAM SUPPORT$5,000
Wolf Trap Foundation for the Performing
1645 TRAP ROADViennaVA22182NONEPCPROGRAM SUPPORT$5,000
Wolf Trap Foundation
1645 TRAP ROADViennaVA22182NONEPCPROGRAM SUPPORT$5,000
Willowdale
101 EAST STREET ROADKennett SquarePA19348NONEPCPROGRAM SUPPORT$5,000
Wilderness Leadership and Learning (WILL
1758 PARK ROAD NWWashingtonDC20010NONEPCPROGRAM SUPPORT$2,000
Westminster Theological Seminary
2960 CHURCH ROADGlensidePA19038NONEPCPROGRAM SUPPORT$100
Waterfront Partnership of Baltimore Inc
650 S EXETER ST SUITE 200BaltimoreMD21202NONEPCPROGRAM SUPPORT$20,000
Waterfront Partnership of Baltimore
650 SOUTH EXETER STREET 200BaltimoreMD21202NONEPCPROGRAM SUPPORT$19,020
Washington National Cathedral
3101 WISCONSIN AVE NWWashingtonDC20016NONEPCPROGRAM SUPPORT$5,000
Washington Jesuit Academy
900 VARNUM STREET NEWashingtonDC20017NONEPCPROGRAM SUPPORT$1,000
Washington College
300 WASHINGTON AVENUEChestertownMD21620NONEPCPROGRAM SUPPORT$50,000
Warrior Reunion Foundation
35 HICKORY MEADOW ROADCockeysvilleMD21030NONEPCPROGRAM SUPPORT$10,000
Virginia Museum of Fine Arts
200 N ARTHUR ASHE BOULEVARDRichmondVA232204007NONEPCPROGRAM SUPPORT$2,500
Virginia Hispanic Foundation Inc
10700 MIDLOTHIAN TURNPIKE SUITE 200RichmondVA23235NONEPCPROGRAM SUPPORT$1,000
Virginia Foundation for Independent Coll
901 E BYRD STREET SUITE 1625RichmondVA23219NONEPCPROGRAM SUPPORT$5,000
View Center for Arts & Culture
3273 NY-28Old ForgeNY13420NONEPCPROGRAM SUPPORT$100
VA Center for Inclusive Communities
5511 STAPLES MILL ROAD 202RichmondVA23228NONEPCPROGRAM SUPPORT$5,000
Us Against Alzheimers
PO BOX 34565WashingtonDC20043NONEPCPROGRAM SUPPORT$5,000
US Lacrosse Inc
2 LOVETON CIRCLESparksMD21152NONEPCPROGRAM SUPPORT$20,000
Urgent Action Fund
2601 BLANDING AVE STE C 155AlamedaCA94501NONEPCPROGRAM SUPPORT$2,500
Urban Arts Partnership
39 W 19TH ST 5TH FLNew YorkNY10011NONEPCPROGRAM SUPPORT$5,000
Upland Country Day School
420 W STREET ROADKennett SquarePA19348NONEPCPROGRAM SUPPORT$3,000
University of Maryland Francis King Care
500 WEST BALTIMORE STREETBaltimoreMD21201NONEPCPROGRAM SUPPORT$10,000
University of Georgia
104 CALDWELL HALLAthensGA30602NONEPCPROGRAM SUPPORT$100
United Way of South Hampton Roads
2515 WALMER AVENUENorfolkVA23513NONEPCPROGRAM SUPPORT$6,100
United Way of North Carolina
1130 KILDAIRE FARM ROADCaryNC27511NONEPCPROGRAM SUPPORT$1,000
UMHC a Board of Child Care program
5120 SIMPSON FERRY ROADMechanicsburgPA17050NONEPCPROGRAM SUPPORT$2,000
Tunnel to Towers
2361 HYLAN BOULEVARDStaten IslandNY10306NONEPCPROGRAM SUPPORT$100
Triangle Land Conservancy
514 SOUTH DUKE STREETDurhamNC27701NONEPCPROGRAM SUPPORT$2,500
TidalHealth Foundation
100 CARROLL STREETSalisburyMD21801NONEPCPROGRAM SUPPORT$2,000
The Women's Initiative
707 N BROADWAYBaltimoreMD21205NONEPCPROGRAM SUPPORT$200
The Watershed Institute
31 TITUS MILL ROADPenningtonNJ08534NONEPCPROGRAM SUPPORT$1,000
The Washington School For Girls
1901 MISSISSIPPI AVENUE SEWashingtonDC20020NONEPCPROGRAM SUPPORT$5,000
The Walters Art Museum
600 N CHARLES STREETBaltimoreMD21201NONEPCPROGRAM SUPPORT$3,500
The Tender Bridge
8711 EDDINGTON ROADParkvilleMD21234NONEPCPROGRAM SUPPORT$3,600
The Samaritan Community
1407 BOLTON STBaltimoreMD21217NONEPCPROGRAM SUPPORT$1,000
The Salem Pantry
27 CONGRESS STREET SUITE 203SalemMD01970NONEPCPROGRAM SUPPORT$800
The Richmond Forum
110 S 15TH STREET SUTIE BRichmondVA23219NONEPCPROGRAM SUPPORT$5,000
The Nature Conservancy
652 PETER JEFFERSON PARKWAY SUITE 1CharlottesvilleVA22911NONEPCPROGRAM SUPPORT$10,000
The Nature Conservancy
4245 N FAIRFAX DRIVE SUITE 100ArlingtonVA22203NONEPCPROGRAM SUPPORT$100,000
The Maryland Zoo in Baltimore
1876 MANSION HOUSE DRIVEBaltimoreMD21217NONEPCPROGRAM SUPPORT$10,000
The League of Chicago Theaters
17 N WABASH SUITE 520ChicagoIL60602NONEPCPROGRAM SUPPORT$100
The Jordan McNair Foundation Inc
PO BOX 11077BaltimoreMD21212NONEPCPROGRAM SUPPORT$1,000
The Ingenuity Project
1400 WEST COLD SPRING LANEBaltimoreMD21209NONEPCPROGRAM SUPPORT$1,200
The Independence School
1300 PAPER MILL ROADNewarkDE19711NONEPCPROGRAM SUPPORT$600
The Fund for Johns Hopkins Medicine
550 BROADWAY SUITE 914BaltimoreMD21205NONEPCPROGRAM SUPPORT$50,000
The Family Tree
2108 N CHARLES STREETBaltimoreMD21218NONEPCPROGRAM SUPPORT$15,000
The Ellington Fund at Duke Ellington Sch
3500 R ST NWWashingtonDC20007NONEPCPROGRAM SUPPORT$2,000
The Education Foundation of Baltimore Co
105 W CHESAPEAKE AVE SUITE B1TowsonMD21204NONEPCPROGRAM SUPPORT$1,000
THE CONTEMPORARY AUSTIN MUSEUM INC
3809 WEST 35TH STREETAustinTX78703NONEPCPROGRAM SUPPORT$8,000
The Chris Wilson Foundation
252 7TH AVE 9BNew YorkNY10001NONEPCPROGRAM SUPPORT$16,000
The Boys & Girls Clubs of Central Virgin
1000 CHERRY AVENUECharlottesvilleVA22903NONEPCPROGRAM SUPPORT$5,000
The Boston Foundation Inc
PO BOX 843027BostonMD02284NONEPCPROGRAM SUPPORT$4,000
The Be Org
636 N GILMOR STBaltimoreMD21217NONEPCPROGRAM SUPPORT$25,000
The Baltimore Station
140 W WEST STREETBaltimoreMD21230NONEPCPROGRAM SUPPORT$1,000
The Associated
5708 PARK HEIGHTS AVENUEBaltimoreMD21215NONEPCPROGRAM SUPPORT$25,000
The Arc Westchester
265 SAW MILL RIVER ROADHawthorneNE10532NONEPCPROGRAM SUPPORT$2,000
The Arc of the US
1825 K STREET NW SUITE 1200WashingtonDC20006NONEPCPROGRAM SUPPORT$2,500
The ALS Association DCMDVA Chapter
30 W GUDE DRIVE SUITE 150RockvilleMD20850NONEPCPROGRAM SUPPORT$1,000
The 3rd
6420 FAIRMEAD LANEColumbiaMD21045NONEPCPROGRAM SUPPORT$5,000
Sunflower of Peace
PO BOX 391044CambridgeMA02139NONEPCPROGRAM SUPPORT$2,500
Stroud Water Research Center
970 SPENCER ROADAvondaleAZ19311NONEPCPROGRAM SUPPORT$10,000
Step Up
510 SOUTH HEWITT STREET 111Los AngelesCA90013NONEPCPROGRAM SUPPORT$2,500
Step Up
PO BOX 20179New YorkNY10001NONEPCPROGRAM SUPPORT$2,500
Steamship Trade Association Charitable L
8615 RIDGELY CHOICE DRIVE SUITE 202NottinghamMD21236NONEPCPROGRAM SUPPORT$3,000
St Jude Children's Research Hospital
501 ST JUDE PLACEMemphisTN38105NONEPCPROGRAM SUPPORT$100
St John's College High School
2607 MILITARY ROAD NWChevy ChaseDC20015NONEPCPROGRAM SUPPORT$2,500
St Elizabeth School
801 ARGONNE DRIVEBaltimoreMD21218NONEPCPROGRAM SUPPORT$2,000
South Boston Neighborhood House
136 H STREETBostonMA02127NONEPCPROGRAM SUPPORT$3,050
Social Good Fund
12651-5473 SAN PABLO AVERichmondCA948054021NONEPCPROGRAM SUPPORT$2,750
Slover Library Foundation
235 E PLUME STNorfolkVA23510NONEPCPROGRAM SUPPORT$100
Sister's of St Francis
1501 S LAYTON BLVDMilwaukeeWI53215NONEPCPROGRAM SUPPORT$2,500
Signal 13 Foundation
732 DEEPDENE ROAD PO BOX 5661BaltimoreMD21210NONEPCPROGRAM SUPPORT$1,000
Seabury Resources for Aging
PO BOX 90726WashingtonDC20090NONEPCPROGRAM SUPPORT$5,000
Scottsdale Community Partners
7700 E ROOSEVELT ST SUITE 107ScottsdaleAZ85257NONEPCPROGRAM SUPPORT$100
Salvation Army
20021 AIRCRAFT DRIVEGermantownMD20874NONEPCPROGRAM SUPPORT$2,000
San Antonio Area Foundation
303 PEARL PARKWAY SUITE 114San AntonioTX78215NONEPCPROGRAM SUPPORT$5,000
Salem VA Ymca
1126 KIME LNSalemVA24153NONEPCPROGRAM SUPPORT$100
Ron Brown Scholar Program
485 HILLSDALE DRIVE SUITE 206CharlottesvilleVA22901NONEPCPROGRAM SUPPORT$20,100
Rock the Street Wall Street
3523 TRIMBLE ROADNashvilleTN37215NONEPCPROGRAM SUPPORT$1,000
Roc Solid Foundation
5164 W MILITARY HWY SUITE 100ChesapeakeVA23321NONEPCPROGRAM SUPPORT$200
Roanoke Valley
1340 BALDWIN AVE NERoanokeVA24012NONEPCPROGRAM SUPPORT$100
Roanoke Kirk Family Ymca
520 CHURCH AVERoanokeVA24016NONEPCPROGRAM SUPPORT$100
Reins of Life Therapeutic Riding
113 CRESTWOOD ROADLandenbergPA19350NONEPCPROGRAM SUPPORT$500
Razom Inc
140 2ND AVE SUITE 305New YorkNY10003NONEPCPROGRAM SUPPORT$5,000
Pure Creative Arts
PO BOX 107LarchmontNY10538NONEPCPROGRAM SUPPORT$250
Puppies Behind Bars
263 WEST 38TH STREET 4TH FLOORNew YorkNY10018NONEPCPROGRAM SUPPORT$100
Prosperity Now
1200 G STREET NW SUITE 400WashingtonDC20005NONEPCPROGRAM SUPPORT$1,000
Primary Source
63 PLEASANT STREET SUITE 220WatertownMA02472NONEPCPROGRAM SUPPORT$2,500
Preservation Maryland
3600 CLIPPER MILL ROAD 248BaltimoreMD21211NONEPCPROGRAM SUPPORT$5,000
Pine Street Inn
444 HARRISON AVENUEBostonMA02118NONEPCPROGRAM SUPPORT$4,000
Piedont Casa
818 E HIGH STREETCharlottesvilleVA22902NONEPCPROGRAM SUPPORT$100
Phipps Conservatory and Botanical Garden
ONE SCHENLEY PARKPittsburghPA15213NONEPCPROGRAM SUPPORT$1,000
PHILLIPS Programs
7010 BRADDOCK ROADAnnandaleVA22003NONEPCPROGRAM SUPPORT$1,000
People for the Ethical Treatment of Anim
501 FRONT STREETNorfolkVA23510NONEPCPROGRAM SUPPORT$250
Pennsylvania Hunt Cup
101 EAST STREET ROADKennett SquarePA19348NONEPCPROGRAM SUPPORT$1,500
Penn-Mar
310 OLD FREELAND ROADFreelandMD21053NONEPCPROGRAM SUPPORT$10,000
PCA Retirement & Benefits
1700 NORTH BROWN ROAD SUITE 106LawrencevilleGA30043NONEPCPROGRAM SUPPORT$1,250
Parks and People Inc
2100 LIBERTY HEIGHTS AVEBaltimoreMD21217NONEPCPROGRAM SUPPORT$500
OutYouth
909 EAST 49TH 1/2 STREETAustinTX78751NONEPCPROGRAM SUPPORT$2,500
Orphanetwork
2624 SOUTHERN BLVD SUITE 202Virginia BeachVA23452NONEPCPROGRAM SUPPORT$100
Orange County Literacy Council
307 W WEAVER STREETCarrboroNC27510NONEPCPROGRAM SUPPORT$7,500
One Love Foundation
PO BOX 368BronxvilleNY10708NONEPCPROGRAM SUPPORT$500
Olli at American University
4400 MASSACHUSETTS AVE NWWashingtonDC20016NONEPCPROGRAM SUPPORT$100
Ohana of Howard County Inc
11350 TOOKS WAYColumbiaMD21044NONEPCPROGRAM SUPPORT$500
Northeastern University
360 HUNTINGTON AVENUEBostonMA02115NONEPCPROGRAM SUPPORT$1,500
North Carolina Botanical Garden
100 OLD MASON FARM ROADChapel HillNC27517NONEPCPROGRAM SUPPORT$1,000
New England Historic Genealogical Societ
99 NEWBURY STREETBostonMA02116NONEPCPROGRAM SUPPORT$1,000
New City Arts Initiative
114 3RD ST NECharlottesvilleVA22902NONEPCPROGRAM SUPPORT$100
Navy Seal Foundation
1619 D STREETVirginia BeachVA23459NONEPCPROGRAM SUPPORT$20
Nature Sacred
105 ANNAPOLIS STREET SUITE DAnnapolisMD21401NONEPCPROGRAM SUPPORT$50,000
National Sporting Library and Museum
PO BOX 1335 102 THE PLAINS ROADMiddleburgVA20118NONEPCPROGRAM SUPPORT$15,000
National Psoriasis Foundation
660 SW 92ND AVE SUITE 300PortlandOR972237195NONEPCPROGRAM SUPPORT$100
National Park Foundation
1500 K STREET NW SUITE 700WashingtonDC20005NONEPCPROGRAM SUPPORT$25,000
National Museum of Racing and Hall of Fa
191 UNION AVENUESaratoga SpringsNY12866NONEPCPROGRAM SUPPORT$2,500
National Multiple Sclerosis Society
30 SOUTH 17TH STREET 800PhiladelphiaPA19103NONEPCPROGRAM SUPPORT$1,000
NAMI Metropolitan Baltimore
2601 N HOWARD ST SUITE 130BaltimoreMD21218NONEPCPROGRAM SUPPORT$2,500
Museum of Fine Arts Boston
465 HUNTINGTON AVENUEBostonMA02115NONEPCPROGRAM SUPPORT$5,000
Mount Washington Pediatric Hospital
1708 W ROGERS AVENUEBaltimoreMD21209NONEPCPROGRAM SUPPORT$6,500
Mount Vernon Place Conservancy
PO BOX 2394BaltimoreMD21203NONEPCPROGRAM SUPPORT$5,000
Montgomery Country Historical Society
111 W MONTGOMERY AVERockvilleMD20850NONEPCPROGRAM SUPPORT$1,000
Montgomery Botanical Center
11901 OLD CUTLER ROADMiamiFL33156NONEPCPROGRAM SUPPORT$750
Middleburg Spring Race Association
PO BOX 1173MiddleburgVA20118NONEPCPROGRAM SUPPORT$2,250
Methodist University
5400 RAMSEY STREETFayettevilleNC28311NONEPCPROGRAM SUPPORT$1,000
Methodist Home for Children
1041 WASHINGTON STREETRaleighNC27605NONEPCPROGRAM SUPPORT$5,000
Mercy Health Foundation
301 ST PAUL PLACEBaltimoreMD212022102NONEPCPROGRAM SUPPORT$15,000
McLean Little League
PO BOX 222McLeanVA22101NONEPCPROGRAM SUPPORT$1,350
Mater Dei School
9600 SEVEN LOCKS ROADBethesdaMD20817NONEPCPROGRAM SUPPORT$1,000
Mass General Cancer Center
55 FRUIT STREETBostonMA02114NONEPCPROGRAM SUPPORT$250
Maryland Volunteer Lawyers Service
201 NORTH CHARLES STREET SUITE 140BaltimoreMD21201NONEPCPROGRAM SUPPORT$5,800
Maryland SPCA Inc
3300 FALLS ROADBaltimoreMD21211NONEPCPROGRAM SUPPORT$25,000
Maryland Philanthropy Network
1600 WEST 41ST STREET SUITE 700BaltimoreMD21211NONEPCPROGRAM SUPPORT$3,940
Maryland Humanities
108 W CENTRE STREETBaltimoreMD21201NONEPCPROGRAM SUPPORT$1,000
Maryland History and Culture Center
610 PARK AVENUEBaltimoreMD21201NONEPCPROGRAM SUPPORT$20,000
Maryland Food Bank
2200 HALETHORPE FARMS ROADBaltimoreMD21227NONEPCPROGRAM SUPPORT$5,000
Maryland Family Network
1001 EASTERN AVE 2ND FLOORBaltimoreMD21202NONEPCPROGRAM SUPPORT$2,500
Martha's Vineyard Community Foundation
40 COURNOYER ROAD PO BOX 243West TisburyMA02575NONEPCPROGRAM SUPPORT$2,500
Marian House
949 GORSUCH AVENUEBaltimoreMD21218NONEPCPROGRAM SUPPORT$1,200
Maple Knoll
11100 SPRINGFIELD PIKECincinnatiOH45246NONEPCPROGRAM SUPPORT$750
Madison Square Boys & Girls Club Foundat
PO BOX 1185New YorkNY10039NONEPCPROGRAM SUPPORT$7,500
Lutheran World Relief
PO BOX 17467BaltimoreMD212971467NONEPCPROGRAM SUPPORT$15,500
Loyola Early Learning Center
801 ST PAUL STREETBaltimoreMD21202NONEPCPROGRAM SUPPORT$5,000
Living Classrooms Foundation
1417 THAMES STREETBaltimoreMD21231NONEPCPROGRAM SUPPORT$10,000
Living Classrooms
802 S CAROLINE STREETBaltimoreMD21231NONEPCPROGRAM SUPPORT$5,000
Live Baltimore
343 N CHARLES STREET 1ST FLOORBaltimoreMD21201NONEPCPROGRAM SUPPORT$2,500
LGBTQ Legal Advocates and Defenders (GLA
18 TREMONT STREET STE 950BostonMA02108NONEPCPROGRAM SUPPORT$3,000
LGBT Life Center
222 W 21ST STREET F-308NorfolkVA23517NONEPCPROGRAM SUPPORT$3,500
Law Enforcement United Inc
PO BOX 14097ChesapeakeVA23325NONEPCPROGRAM SUPPORT$1,000
Kennett Area Community Service
PO BOX 1025Kennett SquarePA19348NONEPCPROGRAM SUPPORT$1,500
Junior Achievement of Central Maryland
1725 TWIN SPRINGS ROADBaltimoreMD21227NONEPCPROGRAM SUPPORT$49,085
Enoch Pratt Free Library
400 CATHEDRAL STREETBaltimoreMD212014484NONEPCPROGRAM SUPPORT$10,000
Environmental Justice Journalism Initiat
ive404 CAROLINA ROADTowsonMD21204NONEPCPROGRAM SUPPORT$5,000
Environmental League of Massachusetts
Inc15 COURT SQUARE SUITE 1000BostonMA02108NONEPCPROGRAM SUPPORT$2,500
Fair Chance
8705 COLESVILLE ROAD SUITE 156Silver SpringMD20910NONEPCPROGRAM SUPPORT$1,000
Faithful Friends
12 GERMAY DRIVEWilmingtonDE19804NONEPCPROGRAM SUPPORT$1,000
Families Forward Charlotte
5612 IVYGATE LANECharlotteNC28226NONEPCPROGRAM SUPPORT$2,500
Feeding America
161 NORTH CLARK STREET SUITE 700ChicagoIL60601NONEPCPROGRAM SUPPORT$3,000
Fellowship of Christian Athletes
13726 CLARKSVILLE PIKEHighlandMD20777NONEPCPROGRAM SUPPORT$2,000
Fenway Health
1340 BOYLSTON STREETBostonMA02215NONEPCPROGRAM SUPPORT$2,500
Fight for Children Inc
1250 CONNECTICUT AVENUE NW SUITE 7WashingtonDC20036NONEPCPROGRAM SUPPORT$8,550
First Fruits Farm
20431 MIDDLETOWN ROADFreelandMD21053NONEPCPROGRAM SUPPORT$20,000
First Presbyterian of Vero Beach
520 ROYAL PALM BLVDVero BeachFL32960NONEPCPROGRAM SUPPORT$100
First Tee Triangle
3737 GLENWOOD AVENUE SUITE 415RaleighNC27612NONEPCPROGRAM SUPPORT$1,000
Food Bank for NYC
39 BROADWAY 10TH FLOORNew YorkNY10006NONEPCPROGRAM SUPPORT$3,000
Food for Others
2938 PROSPERITY AVEFairfaxVA22031NONEPCPROGRAM SUPPORT$2,500
Foodbank of Southeastern Virginia
800 TIDEWATER DRIVENorfolkVA23504NONEPCPROGRAM SUPPORT$200
Foundation for Baltimore County Public
Library320 YORK ROADTowsonMD21202NONEPCPROGRAM SUPPORT$1,000
Foundation for MetroWest
3 ELIOT STREETNatickMA01760NONEPCPROGRAM SUPPORT$2,500
Foundation to Advance Catholic Education
47 UNDERWOOD STREETFall RiverMA02720NONEPCPROGRAM SUPPORT$3,000
Fralin Art Museum at UVA
155 RUGBY ROAD PO BOX 400119CharlottevilleVA22901NONEPCPROGRAM SUPPORT$200
Framingham State University
100 STATE STREETFraminghamMA01701NONEPCPROGRAM SUPPORT$2,500
Franciscan Center of Baltimore
101 W 23RD STREETBaltimoreMD212185607NONEPCPROGRAM SUPPORT$2,500
GEDCO
1010 EAST 33RD STREETBaltimoreMD21218NONEPCPROGRAM SUPPORT$5,000
Germanna Community College Education
PO BOX 1430Locust GroveVA22508NONEPCPROGRAM SUPPORT$100
Getting Out Staying Out
201A EAST 124TH STREETNew YorkNY10035NONEPCPROGRAM SUPPORT$2,000
Gilman School of Baltimore
5407 ROLAND AVENUE SUITE 1BaltimoreMD212109983NONEPCPROGRAM SUPPORT$100
Girls on the Run
PO BOX 30667 PMB 65493CharoltteNC28230NONEPCPROGRAM SUPPORT$2,500
Gonzaga College High School
19 EYE STREET NWWashingtonDC20001NONEPCPROGRAM SUPPORT$1,821
Greater Baltimore Medical Center
6701 N CHARLES STREETTowsonMD21204NONEPCPROGRAM SUPPORT$100,000
Greater Washington Community Foundation
1325 G ST NW SUITE 480WashingtonDC20005NONEPCPROGRAM SUPPORT$10,000
Green Beret Foundation
14351 BLANCO ROADSan AntonioTX78216NONEPCPROGRAM SUPPORT$20
Greenlight Baltimore
120 SAINT JAMES AVENUE 6TH FLOORBostonMA02116NONEPCPROGRAM SUPPORT$20,000
Habitat for Humanity - Greensboro
3826 W GATE CITY BLVDGreensboroNC27407NONEPCPROGRAM SUPPORT$100
Habitat For Humanity Metro Maryland
8380 COLESVILLE ROAD SUITE 700Silver SpringMD20910NONEPCPROGRAM SUPPORT$5,000
Heading Home
186 MASSACHUSETTS AVENUEBostonMA02115NONEPCPROGRAM SUPPORT$1,000
HealthCare Access Maryland
1 N CHARLES STREET SUITE 900BaltimoreMD21201NONEPCPROGRAM SUPPORT$750
Helping Up Mission
1029 EAST BALTIMORE STREETBaltimoreMD21202NONEPCPROGRAM SUPPORT$5,000
Henry Francis Du Pont Winterthur Museum
Inc5105 KENNETT PIKEWinterthurDE19735NONEPCPROGRAM SUPPORT$2,500
HEROES Inc
1200 29TH ST NWWashingtonDC20007NONEPCPROGRAM SUPPORT$5,000
Him For Her Inc
1889 HARRISON STREET SUITE 741OaklandCA94612NONEPCPROGRAM SUPPORT$5,000
Holy Apostles
296 9TH AVENUENew YorkNY10001NONEPCPROGRAM SUPPORT$5,000
Hospice of the Piedmont
675 PETER JEFFERSON PARKWAY SUITECharlottesvilleVA22911NONEPCPROGRAM SUPPORT$250
Howard Community College Educational Fou
ndation10901 LITTLE PATUXENT PARKWAYColumbiaMD21044NONEPCPROGRAM SUPPORT$8,000
Howard County Autism Society
9770 PATUXENT WOODS DRIVE SUITE 308ColumbiaMD21046NONEPCPROGRAM SUPPORT$750
I AM MENtality
4142 FALLSTAFF ROADBaltimoreMD21215NONEPCPROGRAM SUPPORT$25,000
IAS Historical Studies
1 EINSTEIN DRIVEPrincetonNJ08540NONEPCPROGRAM SUPPORT$2,500
Institute for Responsible Citizenship
1227 25TH ST NW SIXTH FLOORWashingtonDC20037NONEPCPROGRAM SUPPORT$20,000
International Neighbors of Charlottesvil
le224 9TH STREET SW SUITE ACharlottesvilleVA22903NONEPCPROGRAM SUPPORT$1,000
International Rescue Committee
1900 N HOWARD STREET SUITE 200BaltimoreMD21218NONEPCPROGRAM SUPPORT$1,500
International Spy Museum
PO BOX 23137WashingtonDC20026NONEPCPROGRAM SUPPORT$5,000
International Women's Forum
1155 15TH ST NW SUITE 1000WashingtonDC20005NONEPCPROGRAM SUPPORT$25,000
International Youth Foundation
1 E PRATT STREET SUITE 701BaltimoreMD212021244NONEPCPROGRAM SUPPORT$5,000
Invest in Girls a Program of the Counci
l for Economics Education122 EAST 42ND STREET SUITE 1012New YorkNY10168NONEPCPROGRAM SUPPORT$7,200
Irvine Nature Center
11201 GARRISON FOREST ROADOwings MillsMD21117NONEPCPROGRAM SUPPORT$5,500
Isabella Stewart Gardner Museum
25 EVANS WAYBostonMA02115NONEPCPROGRAM SUPPORT$5,000
Jacksonville Plumbers Pipe Fitters
5411 CASSIDY ROADJacksonvilleFL32254NONEPCPROGRAM SUPPORT$600
Jacksonville Volunteer Fire Company
3500 SWEET AIR RDPhoenixMD21131NONEPCPROGRAM SUPPORT$1,000
Johns Hopkins Medicine
Department of Psychiatry600 N WOLFE STREETBaltimoreMD21205NONEPCPROGRAM SUPPORT$7,000
JDRF Mid-Atlantic Chapter
1400 KSTREET NW SUITE 1200WashingtonDC20005NONEPCPROGRAM SUPPORT$1,000
JHPiego
1615 THAMES STREETBaltimoreMD21231NONEPCPROGRAM SUPPORT$1,000
John Jay College Foundation Inc
524 WEST 59TH STREETNew YorkNY10019NONEPCPROGRAM SUPPORT$12,500
Johns Hopkins Children's Center
750 E PRATT STREET SUITE 1700BaltimoreMD21202NONEPCPROGRAM SUPPORT$10,000
Johns Hopkins University
3400 NORTH CHARLES STREETBaltimoreMD21218NONEPCPROGRAM SUPPORT$50,000
DivInc
1023 SPRINGDALE RD BLDG 12FAustinTX78721NONEPCPROGRAM SUPPORT$20,000
Delaware State Chamber of Commerce
1201 N ORANGE STREET SUITE 200WilmingtonDE19801NONEPCPROGRAM SUPPORT$500
DIME
13663 PROVIDENCE AVE STE 256WeddingtonNC28104NONEPCPROGRAM SUPPORT$5,000
Diocese of Fargo
5201 BISHOPS BOULEVARD SUITE AFargoND58104NONEPCPROGRAM SUPPORT$1,900
Discovery Museum
177 MAIN STREET ROUTE 72ActonMA01720NONEPCPROGRAM SUPPORT$1,000
Eastern Virginia Medical School Foundati
onPO BOX 1980NorfolkVA23501NONEPCPROGRAM SUPPORT$1,000
Economic Mobility Pathways (EMPath)
308 CONGRESS STREET 5TH FLOORBostonMA02210NONEPCPROGRAM SUPPORT$5,000
Educational Fund (UNC) at the Rams Club
PO BOX 2446Chapel HillNC27515NONEPCPROGRAM SUPPORT$100
Elevate Early Education
PO BOX 3904Virginia BeachVA23454NONEPCPROGRAM SUPPORT$100
Emerald Necklace Conservancy
350 JAMAICA WAYBostonMA02130NONEPCPROGRAM SUPPORT$16,500
Council for Economic Education
122 EAST 42ND STREET SUITE 1012New YorkNY10168NONEPCPROGRAM SUPPORT$5,000
Council for Economic Education (Invest i
n girls)122 E 42ND ST ROOM 1012New YorkNY101681099NONEPCPROGRAM SUPPORT$500
Creative Action
1023 SPRINGDALE ROAD BLDG 3AustinTX78721NONEPCPROGRAM SUPPORT$3,500
Creative Alliance
3134 EASTERN AVENUEBaltimoreMD21224NONEPCPROGRAM SUPPORT$2,500
Cycle for Survival
885 2ND AVENew YorkNY10017NONEPCPROGRAM SUPPORT$2,500
Darby-Jakobes Scholarship Fund
5200 N CHARLES STREETBaltimoreMD21210NONEPCPROGRAM SUPPORT$750
Dedham Country Day School
90 SANDY VALLEY ROADDedhamMA02026NONEPCPROGRAM SUPPORT$500
Defy Ventures Inc
PO BOX 102117PasadenaCA91189NONEPCPROGRAM SUPPORT$5,000
Delaware Community Foundation
PO BOX 1636WilmingtonDE19899NONEPCPROGRAM SUPPORT$1,000
Delaware State Chamber of Commerce
PO BOX 671WilmingtonDE198990671NONEPCPROGRAM SUPPORT$500
Charles River Watershed Association
41 WEST ST SUITE 800BostonMA02111NONEPCPROGRAM SUPPORT$5,000
Charlottesville Area Community Foundatio
n- Emily Couric Scholarship FundPO BOX 8322CharlottesvilleVA22906NONEPCPROGRAM SUPPORT$2,500
Chase Brexton Health Services
1111 NORTH CHARLES STREETBaltimoreMD21201NONEPCPROGRAM SUPPORT$800
Chesapeake Bay Foundation
6 HERNDON AVENUEAnnapolisMD21403NONEPCPROGRAM SUPPORT$25,100
Chesapeake Bay Trust
108 SEVERN AVENUEAnnapolisMD21403NONEPCPROGRAM SUPPORT$10,000
Chris Wilson Foundation
1311 LINDEN GREENBaltimoreMD21217NONEPCPROGRAM SUPPORT$10,000
Christ Child Society Inc
5101 WISCONSIN AVE NW SUITE 102WashingtonDC20016NONEPCPROGRAM SUPPORT$2,500
College Bound Foundation
2601 N HOWARD STREET SUITE 210BaltimoreMD21218NONEPCPROGRAM SUPPORT$1,000
Communuity Concerts at Second
4200 ST PAUL STREETBaltimoreMD21218NONEPCPROGRAM SUPPORT$525
Corazon Healdsburg
16003 HEALDSBURG AVEHealdsburgCA95448NONEPCPROGRAM SUPPORT$1,000
Charles Humphrey Keating IV Foundation
PO BOX 181679CoronadoCA92178NONEPCPROGRAM SUPPORT$20
Camp Airy & Camp Louise
5750 PARK HEIGHTS AVENUE SUITE 306BaltimoreMD21215NONEPCPROGRAM SUPPORT$1,000
Cape Henry Collegiate School Inc
1320 MILL DAM ROADVirginia BeachVA23454NONEPCPROGRAM SUPPORT$5,000
Care 2 Communities
24 SCHOOL STREET 2ND FLOORBostonMA02108NONEPCPROGRAM SUPPORT$5,000
Caritas Administrative
2220 STOCKTON STREETRichmondVA23224NONEPCPROGRAM SUPPORT$100
CARITAS of Richmond
2220 STOCKTON STREETRichmondVA23224NONEPCPROGRAM SUPPORT$2,000
Catholic Charities Archdiocese of Washin
gton924 G STREET NWWashingtonDC20001NONEPCPROGRAM SUPPORT$5,000
Catholic Charities of Baltimore
320 CATHEDRAL STREETBaltimoreMD212014493NONEPCPROGRAM SUPPORT$3,750
Ceres Inc
99 CHAUNCY STREET 6TH FLOORBostonMA02110NONEPCPROGRAM SUPPORT$5,000
Ceres Inc
PO BOX 843046BostonMA022843046NONEPCPROGRAM SUPPORT$10,000
Boy Scouts of America Baltimore Area
Council701 WYMAN PARK DRIVEBaltimoreMD21211NONEPCPROGRAM SUPPORT$5,000
Boys & Girls Club of Delaware
669 SOUTH UNION STREETWilmingtonDE19805NONEPCPROGRAM SUPPORT$1,500
Boys & Girls Clubs of Boston
200 HIGH STREET 3RD FLOORBostonMA02110NONEPCPROGRAM SUPPORT$5,000
Boys & Girls Clubs of the Coastal Plain
621 W FIRE TOWER ROADWintervilleNC28590NONEPCPROGRAM SUPPORT$1,000
Boys and Girls Clubs of Central VA
PO BOX 707CharlottesvilleVA22902NONEPCPROGRAM SUPPORT$400
Boys and Girls Clubs of Madison VA
1809 NORTH MAIN STREETMadisonVA22727NONEPCPROGRAM SUPPORT$100
Brandywine Ducks Unlimited
1 WATERFOWL WAYMemphisTN38120NONEPCPROGRAM SUPPORT$1,000
Brandywine Valley SPCA
1212 PHOENIXVILLE PIKEWest ChesterPA19380NONEPCPROGRAM SUPPORT$1,500
Brown Memorial Park Ave Presbyterian
Church1613 PARK AVENUEBaltimoreMD21217NONEPCPROGRAM SUPPORT$2,000
Business Executives for National Securit
1030 15TH STREET NW SUITE 200 EASTWashingtonDC20005NONEPCPROGRAM SUPPORT$30,000
Bard Prison Initiative
PO BOX 5000AnnandaleNY125045000NONEPCPROGRAM SUPPORT$50,000
Be More Stem
15 SUNRISE COURTRandallstownMD21133NONEPCPROGRAM SUPPORT$1,000
BEAM FOUNDERS NETWORK
1023 SPRINGDALE RD SUITE 1JAustinTX78721NONEPCPROGRAM SUPPORT$5,000
Beth Tfiloh Congregation
3300 OLD COURT ROADBaltimoreMD21231NONEPCPROGRAM SUPPORT$25,000
Boys & Girls Clubs of Southeast Virginia
1300 DIAMOND SPRINGS ROAD SUITE 300Virginia BeachVA23455NONEPCPROGRAM SUPPORT$5,000
Big Shoulders Fund
212 WEST VAN BUREN SUITE 900ChicagoIL60607NONEPCPROGRAM SUPPORT$100
Blacksburg Interfaith Food Pantry
1093 EAST MAIN STREETRadfordVA24141NONEPCPROGRAM SUPPORT$100
Blue Ridge Area Food Bank
PO BOX 937VeronaVA24482NONEPCPROGRAM SUPPORT$100
Boston Healthcare for the Homeless
780 ALBANY STREETBostonMA02118NONEPCPROGRAM SUPPORT$250
B-360
PO BOX 67052BaltimoreMD21215NONEPCPROGRAM SUPPORT$1,000
Back on My Feet - Baltimore
100 S BROAD STREET SUITE 2136PhiladelphiaPA19110NONEPCPROGRAM SUPPORT$13,000
Baltimore City Fire Foundation
401 EAST FAYETTE STREETBaltimoreMD21202NONEPCPROGRAM SUPPORT$5,000
Baltimore Community Foundation Inc
PO BOX 37422BaltimoreMD212989388NONEPCPROGRAM SUPPORT$10,000
Baltimore Next Generation Investing Even
35 WARRENTON ROADBaltimoreMD21210NONEPCPROGRAM SUPPORT$10,000
Baltimore Outreach Services
701 S CHARLES STREETBaltimoreMD21230NONEPCPROGRAM SUPPORT$1,000
Baltimore Safe Haven
2468 GREENMOUNT AVEBaltimoreMD21218NONEPCPROGRAM SUPPORT$2,500
Baltimore School for the Arts
712 CATHEDRAL STREETBaltimoreMD21201NONEPCPROGRAM SUPPORT$4,000
Baltimore Sports Tourism Development
Council Inc400 EAST PRATT STREET 10TH FLOORBaltimoreMD21202NONEPCPROGRAM SUPPORT$50,000
Baltimore Symphony Orchestra
1212 CATHEDRAL STREETBaltimoreMD21201NONEPCPROGRAM SUPPORT$12,000
Appalachian Trail Conservancy
799 WASHINGTON STREETHarpers FerryWV25425NONEPCPROGRAM SUPPORT$100
Archdiocese of Baltimore
320 CATHEDRAL STREET 4TH FLOORBaltimoreMD21201NONEPCPROGRAM SUPPORT$10,000
ASHA for Women Inc
6701 DEMOCRACY BOULEVARD SUITE 300BethesdaMD20817NONEPCPROGRAM SUPPORT$1,000
ASHA for Women Inc
6701 DEMOCRACY BOULEVARD SUITE 300BethesdaMD20817NONEPCPROGRAM SUPPORT$2,000
ASPCA
520 EIGHTH AVENUE 7TH FLOORNew YorkNY10018NONEPCPROGRAM SUPPORT$100
Associated Black Charities
2 HAMILL ROAD SUITE 272BaltimoreMD21210NONEPCPROGRAM SUPPORT$10,000
Association of Nature Center
AdministratorsPO BOX 464LoganUT84323NONEPCPROGRAM SUPPORT$15,000
Athletes for Hope
2 BETHESDA METRO CNTR SUITE 1320BethesdaMD20814NONEPCPROGRAM SUPPORT$1,000
Austin PBS
PO BOX 7158AustinTX787137158NONEPCPROGRAM SUPPORT$6,000
B&O Railroad Museum
901 WEST PRATT STREETBaltimoreMD21223NONEPCPROGRAM SUPPORT$6,000
Adams Country Community FND
25 SOUTH 4TH STREETGettysburgPA173252005NONEPCPROGRAM SUPPORT$10,000
AMERICAN JEWISH COMMITTEE
PO BOX 7247 MAIL CODE 6760PhiladelphiaPA191700001NONEPCPROGRAM SUPPORT$5,000
Als Association DCMDVA Chapter
30 W GUDE DR SUITE 150RockvilleMD20850NONEPCPROGRAM SUPPORT$100
Alzheimer's Association
225 N MICHIGAN AVE FL 17ChicagoIL60601NONEPCPROGRAM SUPPORT$100
Andrew Roddick Foundation
8509 FM 969 BUILDING 509AustinTX78724NONEPCPROGRAM SUPPORT$7,000
Anna Julia Cooper Episcopal School
2124 N 29TH STREETRichmondVA23223NONEPCPROGRAM SUPPORT$1,000
Annapolis Maritime Museum Inc
PO BOX 3088AnnapolisMD21403NONEPCPROGRAM SUPPORT$2,500
Anti-Defamation League
605 THIRD AVENUENew YorkNY10158NONEPCPROGRAM SUPPORT$15,000
Appalachian Habitat Association
PO BOX 1136CovingtonVA24428NONEPCPROGRAM SUPPORT$700
Appalachian Regional
1666 CONNECTICUT AVE NW SUTIE 700WashingtonDC20009NONEPCPROGRAM SUPPORT$100
Annapolis Maritime Museum & Park
PO BOX 3088 723 SECOND STREETAnnapolisMD21403NONEPCPROGRAM SUPPORT$1,000
Acadeny Art Museum
106 SOUTH STREETEASTONMD21601NONEPCPROGRAM SUPPORT$2,500
Austin Parks Foundation
PO BOX 6160AustinTX78762NONEPCPROGRAM SUPPORT$12,360
Catch A Lift Fund
2066 YORK ROAD SUITE 201TimoniumMD21093NONEPCPROGRAM SUPPORT$6,500
Centreville Civic Association
5721 KENNETT PIKECentrevilleDE19807NONEPCPROGRAM SUPPORT$1,050
Charles River Watershed Association
190 PARK ROADWestonMA02493NONEPCPROGRAM SUPPORT$7,500
Eleutherian Mills-Hagley Foundation Inc
PO BOX 3630WilmingtonDE198070630NONEPCPROGRAM SUPPORT$1,500
Access College Foundation
2555 ELLSMERE AVENUE SUITE 110NorfolkVA23513NONEPCPROGRAM SUPPORT$20,100
Access College Fund
2555 ELLSMERE AVENUE SUITE 110NorfolkVA23513NONEPCPROGRAM SUPPORT$100
Achievable Dream Academy
10858 WARWICK BLVD SUITE ANewport NewsVA23601NONEPCPROGRAM SUPPORT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,972,911TotalGrantOrContriPdDurYrAmt

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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,343ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,179ExclusionAmt
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-$4,836ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$4,836TotalIncomeProducingActyAmt
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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BROWN ADVISORY LLC
1901 S BOND ST STE 400BALTIMOREMD21231$7,451,948Yes (X)
PAUL KELLY CHEW
2309 CHATTOLANEE HILL ROADOWINGS MILLSMD21117$25,000Yes (X)
JANE KORHONEN
35404 WISCONSIN AVECHEVY CHASEMD20815$10,000Yes (X)

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
NATURE SACRED
105 ANNAPOLIS ST SUITE DANNAPOLISMD214012023-02-15$50,000CHARITABLE PURPOSE$50,000NONE08/31/20222022-08-31All funds were expended by the grantee by the close of the taxable year and solely for the purpose for which they were made.
MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION
250 BRADHUST AVENUENEW YORKNY100392023-01-25$7,500CHARITABLE PURPOSE$7,500NONE08/31/20222022-08-31All funds were expended by the grantee by the close of the taxable year and solely for the purpose for which they were made.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$300,000EOYBookValueAmt
EOYFMV$269,522EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,619,953EOYBookValueAmt
EOYFMV$3,345,156EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdEOYFMVEOYFMVAmtBook ValueBookValueAmt
PRIVATE EQUITY PARTNERS 10AT COST$20,000
REAL ESTATE PARTNERS LLLP
STARWOOD REAL ESTATE INCOME TRAT COST$150,734$150,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHARITABLE DISTRIBUTION RECOVERIES$27,500
COST BASIS ADJUSTMENT$7,965

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES-PRIN$721$721
PARTNERSHIPOR TRUST K-1$207$207

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryQUARTERLY TAX DEPOSITCategoryTxt
Amt$100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt