JEAN T AND HEYWARD G PELHAM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEAN T AND HEYWARD G PELHAM FOUNDATION (EIN 20-3291660)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202513119349101306
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203291660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean T and Heyward G Pelham Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Pelham Cullen | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,038,100 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,134,590 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $101,047 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101,047 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $918,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $918,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $617,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,327,055 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $617,501 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $83,707 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83,707 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,855,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,720,821 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $160 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $132,287 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,287 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $217 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $217 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $90,131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $110,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,613 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,265 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $332,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,645,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,645,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,978,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,722,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,876,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,559,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,992,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,209,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,209,518 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,107 | AcctRcvblAmt |
| Acct Rcvbl BOY | $165,361 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,107 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,107 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $10,616,011 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,625,317 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,868,701 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,182,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,661,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,215,843 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,184,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,519,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,742,931 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,140,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,017,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,038,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $38,140,414 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,017,348 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,140,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,017,348 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,140,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,017,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,140,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,876,934 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,017,348 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,017,348 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $17,327,055 | $16,828,059 | $498,996 | $498,996 | |||
| Passthrough K1 Capital Gain/(Loss) | $118,938 | ||||||
| BROWN ADVISORY REAL ESTATE PARTNERS 5 (B), LLLP | $433 | -$433 | -$433 | P | 2023-12-01 | 2024-05-17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $617,501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,678 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,678 | SubtotalAmt |
| Tax Based On Investment Income | $21,678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,098 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,998 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $681 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ann P Cullen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chairperson | 1.0 | $0 | $0 | $0 |
| Richard T Pelham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| William H Pelham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Brown Advisory | |||||
| 1801 Pennsylvania Ave NW SUITE 1300 | WASHINGTON | DC | 20006 | Investment Mgmt | $132,287 |
| Foundation Source | |||||
| 55 Walls Drive Ste 302 | Fairfield | CT | 06824 | Administrative | $77,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,103,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,990,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,326,423 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,420,121 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,420,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $576,302 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,843,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,892,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,892,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,678 | TotalTaxAmt |
| Distributable Before Adj | $1,870,513 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,870,513 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,870,513 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,722,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,722,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,870,513 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $203,336 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $473,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $747,356 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $306,776 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,731,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,722,925 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,722,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $147,588 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $147,588 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,583,722 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $55,748 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,527,974 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $473,842 | ExcessFromYear4Amt |
| Excess From Year3 | $747,356 | ExcessFromYear3Amt |
| Excess From Year2 | $306,776 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 3620 PELHAM RD PMB 39 | GREENVILLE | SC | 29615 | N/A | PC | Blood Pressure Cuffs fund | $10,000 |
| ANACOSTIA WATERSHED SOCIETY INC | |||||||
| 4302 BALTIMORE AVE | BLADENSBURG | MD | 20710 | N/A | PC | General & Unrestricted | $2,500 |
| ARLINGTON FREE CLINIC INC | |||||||
| 2921 11TH ST SOUTH | ARLINGTON | VA | 22204 | N/A | PC | General & Unrestricted | $50,000 |
| AVALON THEATRE PROJECT INC | |||||||
| 5612 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | PC | Charitable Event | $5,000 |
| CAMPERDOWN ACADEMY INC | |||||||
| 65 VERDAE COMMONS DR | GREENVILLE | SC | 29607 | N/A | PC | All areas of study Scholarship Fund | $15,000 |
| CANCER SURVIVORS PARK ALLIANCE | |||||||
| PO BOX 9428 | GREENVILLE | SC | 29604 | N/A | PC | The Turning Point Tree sculpture | $50,000 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $5,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | Charitable Event | $10,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $75,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | general purposes including to support repairs and other work on the DC-based education boat | $15,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DR | GREENVILLE | SC | 29607 | N/A | PC | General & Unrestricted | $30,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | N/A | PC | Pelham Foundation Endowment for Architecture Scholars fund | $300,000 |
| COLLEGE PARK NURSERY SCHOOL INC | |||||||
| PO BOX 122 | COLLEGE PARK | MD | 20741 | N/A | PC | General & Unrestricted | $25,000 |
| DUKE STUDENT PUBLISHING COMPANY INC | |||||||
| 101 W UNION BLDG BOX 90858 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $40,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Trinity College Annual Fund | $25,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Nasher Museum of Art Annual Fund | $3,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Sarah P. Duke Gardens Annual Fund | $3,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Jean & Heyward Pelham Scholarship Fund | $100,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Garden Gateway Capital Campaign | $100,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | University Libraries Annual Fund | $3,000 |
| ENDANGERED SPECIES COALITION | |||||||
| 1345 A ST NE | WASHINGTON | DC | 20002 | N/A | PC | Support creation and publication of a book by Steve Dryden of Rock Creek Songbirds about the years-long work on Rock Creek Songbirds habitat restoration, with the goal of inspiring and guiding similar citizen-led projects | $2,500 |
| FINE ARTS CENTER PARTNERS | |||||||
| 102 PINE KNOLL DR | GREENVILLE | SC | 29609 | N/A | PC | Charitable Event | $2,500 |
| FINE ARTS CENTER PARTNERS | |||||||
| 102 PINE KNOLL DR | GREENVILLE | SC | 29609 | N/A | PC | Charitable Event | $10,000 |
| FINE ARTS CENTER PARTNERS | |||||||
| 102 PINE KNOLL DR | GREENVILLE | SC | 29609 | N/A | PC | Charitable Event | $5,000 |
| FRIENDS OF THE NATIONAL ARBORETUM INC | |||||||
| 3501 NEW YORK AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $2,500 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PC | Jean Timmons Pelham Endowed Scholarship fund | $200,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PC | Support of Renovation and Expansion of Timmons Arena | $100,000 |
| GREATER DC DIAPER BANK | |||||||
| 8860 MONARD DR | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $5,000 |
| GREENVILLE ARTS FESTIVAL | |||||||
| 101 B AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $25,000 |
| GREENVILLE ARTS FESTIVAL | |||||||
| 101 B AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | Five Year Public Art installation fund | $5,000 |
| GREENVILLE CENTER FOR CREATIVE ARTS | |||||||
| PO BOX 2206 | GREENVILLE | SC | 29602 | N/A | PC | Linda Furman Naming Campaign | $10,000 |
| HARVEST HOPE FOOD BANK | |||||||
| PO BOX 451 | COLUMBIA | SC | 29202 | N/A | PC | General & Unrestricted | $2,500 |
| KAABO CLAY | |||||||
| 943 PATTERSON DR | SARASOTA | FL | 34234 | N/A | PC | General & Unrestricted | $5,000 |
| KIND INC | |||||||
| PO BOX 27839 | WASHINGTON | DC | 20038 | N/A | PC | General & Unrestricted | $5,000 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST 19TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $10,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | SmartArts support and Open Studios support | $19,000 |
| NEIGHBORHOOD CANCER CONNECTION | |||||||
| 113 MILLS AVE | GREENVILLE | SC | 29605 | N/A | PC | General & Unrestricted | $40,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 WEST BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $15,000 |
| SC NEW PLAY FESTIVAL INC | |||||||
| PO BOX 1205 | GREENVILLE | SC | 29602 | N/A | PC | General & Unrestricted | $20,000 |
| SHOES THAT FIT | |||||||
| 150 W 1ST ST STE 170 | CLAREMONT | CA | 91711 | N/A | PC | General & Unrestricted | $15,000 |
| SIGAL MUSIC MUSEUM | |||||||
| 516 BUNCOMBE ST | GREENVILLE | SC | 29601 | N/A | PC | Signage for recent exhibition | $5,000 |
| SIGAL MUSIC MUSEUM | |||||||
| 516 BUNCOMBE ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $5,000 |
| SIGNATURE THEATRE INC | |||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $75,000 |
| SMILE TRAIN INC | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $10,000 |
| THE WAREHOUSE THEATRE | |||||||
| 37 AUGUSTA ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $55,000 |
| UNITED HELP UKRAINE | |||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | N/A | PC | DEFENDER'S AID PROGRAM within UHU | $15,000 |
| UNITED HELP UKRAINE | |||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20878 | N/A | PC | UHU's DEFENDER'S AID PROGRAM | $15,000 |
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION | |||||||
| 8525 E ORCHARD RD 8T3 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | Roslyn and Leonard Stoler Center for Advanced Medicine | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,645,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,047 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $918,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $617,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,720,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,720,821 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Heyward Gibbes Pelham Testamentary | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8698 | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,134,590 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (111 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGILENT TECHNOLOGIES INC | $43,737 | $42,183 |
| AIRBNB | $88,370 | $75,167 |
| ALBANY INTERNATIONAL CORP | $29,815 | $25,670 |
| ALPHABET INC CL A | $94,582 | $126,452 |
| AMAZON COM | $187,048 | $254,054 |
| ARES MANAGEMENT CORPORATION | $67,352 | $80,549 |
| ARTISAN HIGH INCOME FUND CL IN | $1,080,000 | $1,090,788 |
| ASSURED GUARANTY LTD | $31,961 | $37,804 |
| AVANOS MEDICAL, INC. | $31,049 | $24,724 |
| BANCORP INC | $46,845 | $58,261 |
| BEL FUSE CL B | $9,394 | $9,319 |
| BEL FUSE INC. CL A | $9,940 | $12,341 |
| BRISTOW GROUP INC | $19,890 | $23,290 |
| BROWN ADVISORY BEUTEL GOODMAN | $2,839,401 | $2,889,669 |
| BROWN ADVISORY GLOBAL LEADERS | $1,000,000 | $1,138,853 |
| BROWN ADVISORY SOMERSET EMERGI | $1,350,000 | $1,456,080 |
| C T S CP | $16,269 | $20,037 |
| CABLE ONE INC | $32,209 | $22,814 |
| CADENCE DESIGN SYSTEMS INC | $79,751 | $86,532 |
| CARRIER GLOBAL | $29,629 | $29,215 |
| CHIPOTLE MEX GRILL | $48,988 | $63,556 |
| CRANE NXT ORD SHS | $23,503 | $23,404 |
| CURBLINE PROPERTIES CORP | $13,798 | $14,559 |
| CURTISS WRIGHT CP | $16,695 | $22,712 |
| DANAHER CORP | $87,680 | $87,459 |
| DATADOG INC | $42,194 | $47,439 |
| DIME COMMUNITY BANCSHARES INC | $20,644 | $23,236 |
| DYNATRACE | $72,223 | $72,720 |
| EAGLE MATERIALS INC | $51,001 | $57,002 |
| EASTERN BANKSHARES INC | $37,916 | $42,228 |
| ECOLAB INC | $41,717 | $48,504 |
| ENPRO INDUSTRIES INC | $33,692 | $37,249 |
| ESSENTIAL PROPERTIES REALTY TR | $25,618 | $29,309 |
| EXPRO GROUP HOLDINGS ORD SHS | $22,575 | $17,583 |
| FIRST INTERSTATE BANCSYSTEM IN | $23,773 | $25,197 |
| FORTIVE CORPORATION | $36,598 | $36,825 |
| GALLAGHER ARTHUR J & CO | $82,794 | $98,212 |
| GENERAL ELECTRIC CO | $53,109 | $49,370 |
| GETTY RLTY HLDG CO | $14,661 | $14,643 |
| GLOBAL MEDICAL REIT INC | $11,757 | $8,129 |
| GLOBAL NET LEASE INC COM | $16,521 | $13,855 |
| GRDN | $24,676 | $22,266 |
| HANOVER INS GROUP | $28,242 | $34,025 |
| HORACE MANN EDUCATOR | $25,399 | $28,010 |
| IAC INTERACTIVE CORP | $32,013 | $26,876 |
| INGEVITY CORPORATION | $29,298 | $26,365 |
| INTUIT | $136,668 | $138,270 |
| INTUITIVE SURGICAL | $47,294 | $51,674 |
| ISHARES S&P 500 INDEX FD | $1,881,691 | $2,346,478 |
| ISHARES S&P SMALLCAP 600 GROWT | $1,283,211 | $1,223,474 |
| KADANT INC | $22,234 | $26,219 |
| KINDERCARE LEARNING COMPANIES | $5,950 | $5,892 |
| KKR & CO INC | $95,688 | $147,023 |
| KLA TENCOR CORP | $64,544 | $60,492 |
| LA Z BOY INC | $20,391 | $23,266 |
| LADDER CAPITAL CORP | $27,502 | $26,084 |
| LAZARD GLOBAL LISTED INFRASTRU | $1,635,694 | $1,679,558 |
| MARVELL TECHNOLOGY, INC | $79,576 | $140,272 |
| MGIC INVESTMENT CORP | $24,569 | $27,788 |
| MICROSOFT CORP | $196,951 | $216,651 |
| MODINE MFG CO | $30,593 | $49,038 |
| MONARCH CASINO AND RESORT INC | $12,165 | $13,650 |
| MONOLITHIC POWER SYSTEMS, INC | $73,832 | $69,821 |
| MONRO MUFFLER BRAKE, INC | $17,069 | $13,888 |
| MSCI INC | $57,366 | $61,201 |
| MUELLER WATER PRODUCTS INC | $14,877 | $20,903 |
| MURPHY USA INC | $9,704 | $12,544 |
| NCR ATLEOS CORP | $43,726 | $60,581 |
| NCR VOYIX CORPORATION | $45,493 | $43,347 |
| NEXSTAR MEDIA GROUP, INC | $17,257 | $16,745 |
| NOMAD FOODS LIMITED | $47,725 | $44,819 |
| NVIDIA CORP | $95,043 | $260,388 |
| OCEANEERING INTL INC | $27,775 | $32,391 |
| OLD NATIONAL BANCORP | $33,844 | $41,326 |
| ORION ENGINEERED CARBONS SA | $49,847 | $33,601 |
| OSI SYSTEMS, INC | $31,682 | $33,319 |
| PACIFIC PREMIER BANCORP INC | $33,271 | $28,558 |
| PATTERSON COMPANIES INC COM | $15,206 | $18,269 |
| PC CONNECTION | $7,350 | $7,343 |
| PEAPACK GLADSTONE FINANCIAL CO | $11,626 | $12,435 |
| PEOPLES BANCORP INC | $20,607 | $19,775 |
| PIMCO MORTGAGE OPPORTUNITIES F | $500,000 | $491,471 |
| PORTLAND GEN ELEC | $22,645 | $22,290 |
| PROGRESSIVE CORP OHIO | $97,114 | $113,096 |
| REX AMERICAN RESOURCES CORPORA | $25,586 | $22,971 |
| SEACOAST BANKING CORPORATION O | $20,046 | $20,207 |
| SENSATA TECHNOLOGIES HOLDINGS | $40,232 | $27,811 |
| SERVICE NOW | $92,862 | $139,936 |
| SHUTTERSTOCK INC | $31,374 | $21,093 |
| SIGNET GROUP PLC SPONS ADR NAS | $48,594 | $39,629 |
| SITE CENTERS CORP | $14,882 | $4,618 |
| SITIO ROYALTIES CORP | $23,184 | $19,276 |
| STAR GROUP | $9,863 | $8,955 |
| TALEN ENERGY CORP | $42,871 | $78,976 |
| TENNANT CO | $38,819 | $32,612 |
| THE TRADE DESK INC | $23,044 | $21,038 |
| THERMO FISHER SCIENTIFIC INC | $58,238 | $57,225 |
| THERMON GROUP HOLDINGS INC | $24,232 | $22,383 |
| UBER | $79,624 | $76,908 |
| VANGUARD BALANCED INDEX FD ADM | $3,487,321 | $3,799,111 |
| VERALTO CORPORATION | $50,429 | $60,703 |
| VERISK ANALYTICS, INC | $53,928 | $62,523 |
| VIRTUS INVESTMENT PTNRS, INC | $15,512 | $14,558 |
| VISA INC | $110,409 | $134,317 |
| VOYA INT'L BOND FD CLASS I | $2,255,000 | $2,169,461 |
| WEST PHARMA SVCS INC | $86,612 | $82,218 |
| WHITE MTN INS LTD | $23,718 | $29,176 |
| WILEY JOHN & SONS INC CL A | $36,169 | $32,214 |
| WORKDAY INC | $73,148 | $71,474 |
| WSFS FINANCIAL CORPORATION | $26,513 | $29,593 |
| YETI HOLDINGS, INC. | $27,347 | $28,382 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,625,317 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,868,701 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADVISORY INVESTORS SI IN | $1,748,485 | $1,705,522 |
| BROWN ADVISORY PRIVATE EQUITY | $13,249 | $15,369 |
| BROWN ADVISORY PRIVATE INCOME | $131,078 | $129,013 |
| BROWN ADVISORY REAL ESTATE PAR | $113,534 | $82,745 |
| BROWN ADVISORY VENTURE CAPITAL | $13,396 | $25,636 |
| CANTILLION GLOBAL EQUITY CLASS | $1,000,000 | $1,090,117 |
| HUDSON BAY INTERNATIONAL FUND, | $1,500,000 | $1,694,529 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $160 | LegalFeesAmt |
| Disbursements Charitable Prps | $160 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $77,265 | $77,265 | |
| Bank Charges | $40 | $40 | |
| K-1 Exp BROWN ADVISORY INVESTO | $21,895 | $18,044 | |
| K-1 EXP BROWN ADVSY PRIVATE EQ | $3,047 | $2,594 | |
| K-1 EXP BROWN ADVISORY PRIVATE | $3,123 | $3,123 | |
| K-1 Exp BROWN ADVISORY REAL ES | $1,815 | $1,815 | |
| K-1 Exp BROWN ADVISORY VENTURE | $2,997 | $2,997 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROWN ADVISORY INVESTORS SI INTERNAT | $78,176 | $78,176 |
| K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PARTNE | -$264 | -$264 |
| K-1 Inc/Loss BROWN ADVISORY PRIVATE INCOME PARTNE | $10,433 | $10,433 |
| K-1 Inc/Loss BROWN ADVISORY RE PTNS 5(A) | -$5,096 | -$5,096 |
| K-1 Inc/Loss BROWN ADVISORY RE PTNS 5(B) | $433 | $433 |
| K-1 Inc/Loss BROWN ADVISORY VENTURE CAPITAL PARTN | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $132,287 | Amt |
| Net Investment Income | $132,287 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $11,200 | |
| 990-PF Extension for 2023 | $78,800 | |
| Foreign Tax Paid | $131 | $131 |