ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC (EIN 52-2136369)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201643169349100014
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T09:52:33-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520959934 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIN & TUCKER CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST PRATT ST SUITE 200 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | 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 | 522136369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVIN & LOUISE MYERBERG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVI | BusinessNameControlTxt |
| Phone | 4108372900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WINDING WAY | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY JACHMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108372900 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN KELLER | PreparerPersonNm |
| PTIN | P00245169 | PTIN |
| Phone | 4107275735 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,722,022 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $223,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,239 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $453,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $453,404 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $453,404 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,306 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,306 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $685,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $674,949 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,385 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,693 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $693 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $693 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,057 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,693 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $463,066 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $463,066 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $464,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $152,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $608,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,694 | CashBOYAmt |
| Cash EOY | $96,034 | CashEOYAmt |
| Cash EOYFMV | $96,034 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,695,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,548,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,775,930 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,106,607 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,419,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,850,058 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,903,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,063,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,722,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,903,548 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,063,446 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,903,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,063,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,903,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,063,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,903,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $152,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,012 | OtherIncreasesAmt |
| Subtotal | $9,063,446 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,063,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BROWN ADVISORY 8109-PUBLICLY TRADED SECURITIES | P | $231,797 | $231,797 | $231,797 |
| BROWN ADVISORY 8232-PUBLICLY TRADED SECURITIES | P | $6,054 | $6,054 | $6,054 |
| BROWN ADVISORY 8232-PUBLICLY TRADED SECURITIES | P | $110,371 | $110,371 | $110,371 |
| CARLYLE EQUITY OPPORTUNITY FUND | P | $8 | $8 | $8 |
| CRC FUND III | P | $200 | $200 | $200 |
| PRIVATE EQUITY PARTNERS 2012 (TE) | P | $98 | $98 | $98 |
| PRIVATE EQUITY PARTNERS 2012 (TE) | P | $4,679 | $4,679 | $4,679 |
| BROWN ADVISORY INVESTORS-SI INTERNATIONAL | P | $1,010 | $1,010 | $1,010 |
| BROWN ADVISORY INVESTORS-SI INTERNATIONAL | P | $98,931 | $98,931 | $98,931 |
| PRIVATE EQUITY PARTNERS II (TE) | P | $6 | $6 | $6 |
| PRIVATE EQUITY PARTNERS II (TE) | P | $250 | $250 | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $453,404 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $415,984 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,759,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $406,503 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,066,452 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040382 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $343,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,070,141 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037816 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $336,410 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,376,515 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035878 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,687 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,524,430 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011203 | DistributionYr5Rt |
| Total Distribution | 0.163942 | TotalDistributionRt |
| Average Distribution | 0.032788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,780,977 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $353,487 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,085 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $359,572 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $464,759 | 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 | $6,085 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,085 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,976 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $41,976 | TotalPaymentsAndCreditsAmt |
| Overpayment | $35,891 | OverpaymentAmt |
| Applied To ES Tax | $35,891 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDY JACHMAN | IndividualWithBooksNm |
| Phone | 4108372900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WINDING WAY | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WENDY M JACHMAN | ||||||||
| 1001 WINDING WAY | BALTIMORE | MD | 21210 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JENNIFER MYERBERG | ||||||||
| 2184 WALTHAM ROAD | COLUMBUS | OH | 43221 | V.P. & TREAS. | 1.00 | $0 | $0 | $0 |
| HENRY MYERBERG | ||||||||
| 257 CENTRAL PARK WEST | NEW YORK | NY | 10024 | V.P. & SECRETARY | 1.00 | $0 | $0 | $0 |
| JON JACHMAN | ||||||||
| 23 W 73RD STREET | NEW YORK | NY | 10023 | ASST. SECRETARY | 1.00 | $0 | $0 | $0 |
| JESSE JACHMAN | ||||||||
| 2331 CATHEDRAL AVENUE NW | WASHINGTON | DC | 20008 | ASST. TREASURER | 1.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,846,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,945,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,945,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,780,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,085 | TotalTaxAmt |
| Distributable Before Adj | $532,964 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $535,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $535,464 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $464,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $464,759 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,085 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $458,674 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $435,995 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $464,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $435,995 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,764 | 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 | $506,700 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WENDY JACHMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WINDING WAY | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4108372900 | RecipientPhoneNum |
| Form And Info And Materials | THERE IS NO SPECIFIC FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF CENTRAL MARYLAND | |||||||||||||
| 1850 YORK ROAD SUITE D | TIMONIUM | MD | 21093 | NONE | PC | GENERAL PURPOSE | $2,000 | ||||||
| AMERICAN UNIVERSITY OF CENTRAL ASIA | |||||||||||||
| NONE | PC | GENERAL PURPOSE | $40,000 | 205 ABDYMOMUNOV STREET | BISHKEK | KYRGYZ REPUBLIC | KG | 720040 | |||||
| AMERICAN VISIONARY ART MUSEUM | |||||||||||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 21230 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||||
| ARTS EDUCATION IN MARYLAND SCHOOLS | |||||||||||||
| 175 W OSTEND ST STE A3 | BALTIMORE | MD | 21230 | NONE | PC | GENERAL PURPOSE | $2,000 | ||||||
| BALTIMORE MUSEUM OF ART | |||||||||||||
| 10 ART MUSEUM DRIVE | BALTIMORE | MD | 21218 | NONE | PC | GENERAL PURPOSE | $1,500 | ||||||
| BALTIMORE SYMPHONY ORCHESTRA | |||||||||||||
| 1212 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PC | GENERAL PURPOSE | $3,000 | ||||||
| BOLTON STREET SYNAGOGUE | |||||||||||||
| 212 W COLD SPRING LANE | BALTIMORE | MD | 21210 | NONE | PC | GENERAL PURPOSE | $1,000 | ||||||
| BRYN MAWR COLLEGE | |||||||||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 190102899 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| CAREER TRANSITION FOR DANCERS | |||||||||||||
| 165 W 46 STREET SUITE 701 | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $9,500 | ||||||
| CATHOLIC UNIVERSITY OF AMERICA | |||||||||||||
| 620 MICHIGAN AVENUE NE 130 LEAHY | WASHINGTON | DC | 20064 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| CHAMBER MUSIC SOCIETY OF PALM BEACH | |||||||||||||
| 125 WORTH AVENUE SUITE 330 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL PURPOSE | $27,000 | ||||||
| CHICAGO YOUTH SYMPHONY | |||||||||||||
| 410S MICHIGAN AVENUE STE 833 | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSE | $20,000 | ||||||
| DC PUBLIC LIBRARY FOUNDATION | |||||||||||||
| 901 G STREET NW SUITE 400 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PURPOSE | $20,000 | ||||||
| DOROT | |||||||||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||||
| EDWARD A MYERBERG SENIOR CENTER | |||||||||||||
| 3101 FALLSTAFF ROAD | BALTIMORE | MD | 21209 | NONE | PC | GENERAL PURPOSE | $20,000 | ||||||
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $1,000 | ||||||
| FILM FORUM | |||||||||||||
| 209 WEST HOUSTON ST | NEW YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $500 | ||||||
| FOUNDATION FOR CONTEMPORARY ART | |||||||||||||
| 820 GREENWICH STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $1,500 | ||||||
| FRED GABLER HELPING HAND CAMP FUND | |||||||||||||
| 18 DUNMORE ROAD | NEW CITY | NY | 10956 | NONE | PC | GENERAL PURPOSE | $1,000 | ||||||
| GILMAN SCHOOL | |||||||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | GENERAL PURPOSE | $27,500 | ||||||
| GODDARD RIVERSIDE | |||||||||||||
| 593 COLUMBUS AVENUE | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||||
| HAR SINAI | |||||||||||||
| 2905 WALNUT AVENUE | OWINGS MILLS | MD | 21117 | NONE | PC | GENERAL PURPOSE | $20,000 | ||||||
| HARVARD GRADUATE SCHOOL OF DESIGN | |||||||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| HIRE ONE YOUTH | |||||||||||||
| PO BOX 4483 | BALTIMORE | MD | 21223 | NONE | PC | GENERAL PURPOSE | $4,500 | ||||||
| ID STUDIO THEATER | |||||||||||||
| 531 WEST 112TH STREET 2C | NEW YORK | NY | 10025 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||||
| JEWISH MEUSEUM OF MARYLAND | |||||||||||||
| 15 LLOYD STREET | BALTIMORE | MD | 21202 | NONE | PC | GENERAL PURPOSE | $4,000 | ||||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||||
| 550 N BROADWAY | BALTIMORE | MD | 21205 | NONE | PC | GENERAL PURPOSE | $10,000 | ||||||
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||||||
| 1311 MAMARONEC AVENUE ROOM/SUITE | WHITE PLAINS | NY | 10605 | NONE | PC | GENERAL PURPOSE | $4,600 | 310 | |||||
| MD INSTITUTE COLLEGE OF ART | |||||||||||||
| 1300 MOUNT ROYAL AVENUE | BALTIMORE | MD | 21217 | NONE | PC | GENERAL PURPOSE | $50,000 | ||||||
| MD VOLUNTEER LAWYERS SERVICE | |||||||||||||
| 201 NORTH CHARLES STREET NO 1400 | BALTIMORE | MD | 21201 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||||
| NEW COMMUNITY CHURCH | |||||||||||||
| 614 S STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| PENN LIBRARIES | |||||||||||||
| 3420 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||||
| PRATT LIBRARY | |||||||||||||
| 400 CATHEDRAL STREET | BALTIMORE | MD | 212014484 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| PROJECT RESTORE | |||||||||||||
| 200 NORTH SPRING STREET NO 1633 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL PURPOSE | $15,000 | ||||||
| PUBLICOLOR | |||||||||||||
| 149 MADISON AVE ROOM 1201 | NEW YORK | NY | 10016 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| RYE COUNTRY DAY SCHOOL | |||||||||||||
| 3 GRANDVIEW AVENUE | RYE | NY | 10580 | NONE | PC | GENERAL PURPOSE | $7,500 | ||||||
| SALZBURG GLOBAL SEMINAR | |||||||||||||
| 1730 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | PC | GENERAL PURPOSE | $2,000 | 250 | |||||
| SKIP OF NEW YORK | |||||||||||||
| 5TH FLOOR 601 WEST 26TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| STONE BARNS CENTER FOR FOOD AND AGRICULTURE | |||||||||||||
| 630 BEDFORD ROAD | POCANTICO HILLS | NY | 10591 | NONE | PC | GENERAL PURPOSE | $3,000 | ||||||
| THE ASSOCIATED JEWISH CHARITIES | |||||||||||||
| 101 WEST MT ROYAL AVENUE | BALTIMORE | MD | 21201 | NONE | PC | GENERAL PURPOSE | $37,000 | ||||||
| THE NEW WORLD SYMPHONY | |||||||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | PC | GENERAL PURPOSE | $2,150 | ||||||
| THE OHIO STATE UNIVERSITY | |||||||||||||
| 190 N OVAL MALL | COLUMBUS | OH | 43210 | NONE | PC | GENERAL PURPOSE | $12,500 | ||||||
| THE PALM BEACH OPERA | |||||||||||||
| 415 SOUTH OLIVE AVE | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $2,700 | ||||||
| THE PERLMAN MUSIC PROGRAM | |||||||||||||
| 19 WEST 69TH STREET SUITE 304 | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $12,500 | ||||||
| THE RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $13,966 | ||||||
| THE SCHOOL OF ARTS FOUNDATION | |||||||||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| THE STAPLETON SCHOOL OF PERFORMING ARTS | |||||||||||||
| PO BOX 331 | SAN ANSELMO | CA | 94960 | NONE | PC | GENERAL PURPOSE | $5,650 | ||||||
| THE WESTPORT LIBRARY | |||||||||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | GENERAL PURPOSE | $2,500 | ||||||
| UNIVERSITY OF PENNSYLVANIA | |||||||||||||
| 433 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 191046205 | NONE | PC | GENERAL PURPOSE | $7,000 | STREET | |||||
| WORLDSTUDIO FOUNDATION | |||||||||||||
| 200 VARICK STREET | NEW YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $1,500 | ||||||
| YOUNG CONCERT ARTISTS INC | |||||||||||||
| 250 WEST 57TH STREET NO 1222 | NEW YORK | NY | 10107 | NONE | PC | GENERAL PURPOSE | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $463,066 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,071 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $453,404 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $685,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $685,781 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,770 | Amt |
| Net Investment Income | $3,385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,693 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROWN - EQUITIES AND EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $3,548,392 | EOYBookValueAmt |
| EOYFMV | $4,775,930 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN - BOND MUTUAL FUNDS | FMV | $1,707,948 | $1,660,136 |
| BROWN - HEDGE FIXED INCOME | FMV | $750,000 | $859,073 |
| BROWN ADVISORY CARLYLE | AT COST | $71,136 | $98,301 |
| BROWN ADVISORY CRC | AT COST | $82,716 | $100,148 |
| BROWN ADVISORY EFM (TE) | AT COST | $47,234 | $50,725 |
| BROWN ADVISORY ENCAP VIII | AT COST | $99,078 | $68,212 |
| BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLP | AT COST | $1,529,641 | $1,529,641 |
| BROWN ADVISORY PRIVATE EQUITY PARTNERS | AT COST | $120,739 | $154,655 |
| BROWN ADVISORY RG | AT COST | $81,765 | $104,547 |
| TACONIC INVESTMENT | AT COST | $500,000 | $741,768 |
| BROWN ADVISORY ENCAP IX | AT COST | $65,810 | $55,138 |
| BROWN ADVISORY PRIVATE EQUITY PARTNERS II | AT COST | $71,896 | $96,333 |
| BROWN ADVISORY CR KENILWORTH | AT COST | $12,312 | $21,572 |
| BROWN ADVISORY VIKING GLOBAL OPPORTUNITIES | AT COST | $250,000 | $281,705 |
| BROWN ADVISORY PRIVATE EQUITY PARTNERS III | AT COST | $28,745 | $28,104 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROWN ADVISORY INVESTORS SI INTERNATIONAL | Desc |
| Revenue And Expenses Per Books | $9,306 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,306 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,306 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUND OF UNUSED CONTRIBUTION | $2,500 |
| PRIOR PERIOD ADJUSTMENT | $4,512 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $48,309 | Amt |
| Net Investment Income | $48,309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF ALVIN MYERBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $14,057 | Amt |
| Net Investment Income | $14,057 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |