ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC (EIN 52-2136369)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-16
IRS object ID: 201503209349102750
Schema version: 2014v5.0
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 Decreases Schedule
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	2015-11-16T14:10:34-06:00	ReturnTs
Tax Period End	2014-12-31	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	2014-01-01	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 FOUNDATION INC	BusinessNameLine1Txt

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	2015-11-12	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	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,940,752	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	$143,529	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$141,540	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$475,309	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$478,197	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$475,309	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$363	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$363	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$619,201	TotalRevAndExpnssAmt
Total Net Invst Incm	$617,212	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	$12,879	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,440	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,220	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$35,968	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$35,968	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$139	InterestRevAndExpnssAmt
Interest Net Invst Incm	$139	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$6,088	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$6,088	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$55,074	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$48,635	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,220	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$418,450	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$418,450	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$473,524	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$48,635	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$421,670	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$145,677	ExcessRevenueOverExpensesAmt
Net Investment Income	$568,577	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$219,896	CashBOYAmt
Cash EOY	$101,694	CashEOYAmt
Cash EOYFMV	$101,694	CashEOYFMVAmt
Corporate Stock BOY	$4,136,609	CorporateStockBOYAmt
Corporate Stock EOY	$3,695,247	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,298,344	CorporateStockEOYFMVAmt
Other Investments BOY	$4,454,306	OtherInvestmentsBOYAmt
Other Investments EOY	$5,106,607	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,540,714	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$8,810,811	TotalAssetsBOYAmt
Total Assets EOY	$8,903,548	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,940,752	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$8,810,811	UnrestrictedBOYAmt
Unrestricted EOY	$8,903,548	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,810,811	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,903,548	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,810,811	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,903,548	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,810,811	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$145,677	ExcessRevenueOverExpensesAmt
Other Increases	$2,000	OtherIncreasesAmt
Subtotal	$8,958,488	SubtotalAmt
Other Decreases	$54,940	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$8,903,548	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
BROWN ADVISORY 8109-PUBLICLY TRADED SECURITIES	P	$374,017	$374,017	$374,017
BROWN ADVISORY 8232-PUBLICLY TRADED SECURITIES	P	$74,106	$74,106	$74,106
CARLYLE EQUITY OPPORTUNITY FUND	P	$38	$38	$38
CARLYLE EQUITY OPPORTUNITY FUND	P	$2,614	$2,614	$2,614
PRIVATE EQUITY PARTNERS 2012 (TE)	P	$604	$604	$604
PRIVATE EQUITY PARTNERS 2012 (TE)	P	$2,839	$2,839	$2,839
PRIVATE EQUITY PARTNERS II (TE)	P	$722	$722	$722
PRIVATE EQUITY PARTNERS II (TE)	P	$2,220	$2,220	$2,220
BROWN ADVISORY INVESTORS-SI INTERNATIONAL	P		-$2,888	-$2,888	$2,888
BROWN ADVISORY INVESTORS-SI INTERNATIONAL	P	$21,037	$21,037	$21,037

Field	Value	IRS element (for citing)
Capital Gain Net Income	$475,309	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$406,503	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$10,066,452	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.040382	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$343,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$9,070,141	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.037816	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$336,410	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$9,376,515	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.035878	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$50,687	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,524,430	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.011203	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$48,328	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$796,944	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.060642	DistributionYr5Rt
Total Distribution	0.185921	TotalDistributionRt
Average Distribution	0.037184	AverageDistributionRt
Net Vl Noncharitable Assets	$10,759,178	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$400,069	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5,686	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$405,755	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$421,670	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	$5,686	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,686	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,686	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$47,662	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$47,662	TotalPaymentsAndCreditsAmt
Overpayment	$41,976	OverpaymentAmt
Applied To ES Tax	$41,976	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	$10,762,228	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$160,795	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,923,023	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$10,923,023	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$163,845	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$10,759,178	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$537,959	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$537,959	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,686	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,686	TotalTaxAmt
Distributable Before Adj	$532,273	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$2,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$534,273	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$534,273	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$421,670	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$421,670	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$5,686	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$415,984	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$534,273	DistributableAsAdjustedAmt
Undistributed Income PY	$323,392	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$421,670	QualifyingDistributionsAmt
Applied To Year1	$323,392	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$98,278	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	$435,995	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 (59 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
AMERICAN CAMP ASSOCIATION
5000 STATE ROAD 67 N	MARTINSVILLE	IN	46151	NONE	PC	GENERAL PURPOSE	$5,000
AMERICAN UNIVERSITY OF CENTRAL ASIA
				NONE	PC	GENERAL PURPOSE	$30,000	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
ARTSNAPPER
19 HOPE STREET	BROOKLYN	NY	11211	NONE	PC	GENERAL PURPOSE	$1,000
BALTIMORE HEBREW CONGREGATION
7401 PARK HEIGHTS AVENUE	BALTIMORE	MD	21208	NONE	PC	GENERAL PURPOSE	$8,000
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
BIG BROTHERS & BIG SISTERS OF CENTRAL MD
3600 CLIPPER MILL RD STE 250	BALTIMORE	MD	21211	NONE	PC	GENERAL PURPOSE	$2,500
BOCA BALLET THEATRE
7630 NW 6TH AVENUE	BOCA RATON	FL	33487	NONE	PC	GENERAL PURPOSE	$5,000
CAREER TRANSITION FOR DANCERS
165 W 46 STREET SUITE 701	NEW YORK	NY	10036	NONE	PC	GENERAL PURPOSE	$6,000
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVENUE NE 130 LEAHY	WASHINGTON	DC	20064	NONE	PC	GENERAL PURPOSE	$5,000
CENTER STAGE
700 N CALVERT STREET	BALTIMORE	MD	21202	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	$18,500
CHICAGO YOUTH SYMPHONY
410S MICHIGAN AVENUE STE 833	CHICAGO	IL	60605	NONE	PC	GENERAL PURPOSE	$12,500
CITY OF ASYLUM
330 SAMPSONIA WAY	PITTSBURGH	PA	15212	NONE	PC	GENERAL PURPOSE	$2,500
DANCE THEATER OF FLORIDA
4100 PGA BLVD	PALM BEACH GARDENS	FL	33410	NONE	PC	GENERAL PURPOSE	$2,500
DC PUBLIC LIBRARY FOUNDATION
901 G STREET NW SUITE 400	WASHINGTON	DC	20001	NONE	PC	GENERAL PURPOSE	$10,000
DOROT
171 W 85TH STREET	NEW YORK	NY	10024	NONE	PC	GENERAL PURPOSE	$2,500
EARLY LEARNING PARTNERSHIP OF NORTHWEST INDIANA
6530 NEW HAMPSHIRE AVENUE	HAMMOND	IN	46323	NONE	PC	GENERAL PURPOSE	$10,000
EDUCATIONAL ALIANCE
197 EAST BROADWAY	NEW YORK	NY	10002	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	$500
GABRIELL LANSNER AND COMPANY
470 W 24TH ST APT 17E	NEW YORK	NY	10011	NONE	PC	GENERAL PURPOSE	$1,500
GILMAN SCHOOL
5407 ROLAND AVENUE	BALTIMORE	MD	21210	NONE	PC	GENERAL PURPOSE	$17,500
GODDARD RIVERSIDE
593 COLUMBUS AVENUE	NEW YORK	NY	10024	NONE	PC	GENERAL PURPOSE	$2,500
HADASSAH OF GREATER BALTIMORE
3723 OLD COURT ROAD	PIKESVILLE	MD	21208	NONE	PC	GENERAL PURPOSE	$10,000
HARVARD GRADUATE SCHOOL OF DESIGN
48 QUINCY STREET	CAMBRIDGE	MA	02138	NONE	PC	GENERAL PURPOSE	$2,500
HAYSTACK MOUNTAIN SCHOOL OF CRAFTS
PO BOX 518	DEER ISLE	ME	04627	NONE	PC	GENERAL PURPOSE	$1,000
ID STUDIO THEATER
531 WEST 112TH STREET 2C	NEW YORK	NY	10025	NONE	PC	GENERAL PURPOSE	$5,000
JOHNS HOPKINS UNIVERSITY
550 N BROADWAY	BALTIMORE	MD	21205	NONE	PC	GENERAL PURPOSE	$15,000
JUNIOR ACHIEVEMENT
10711 RED RUN BLVD	OWINGS MILLS	MD	21117	NONE	PC	GENERAL PURPOSE	$1,000
LAWYERS FOR CHILDREN
151 FARMINGTON AVENUE RW61	HARTFORD	CT	06156	NONE	PC	GENERAL PURPOSE	$2,500
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONEC AVENUE ROOM/SUITE	WHITE PLAINS	NY	10605	NONE	PC	GENERAL PURPOSE	$2,000						310
LIFE BRIDGE HEALTH-SINAI HOSPITAL
2401 W BELVEDERE AVENUE	BALTIMORE	MD	21215	NONE	PC	GENERAL PURPOSE	$20,000
LIFE PIECES TO MASTERPIECES
1600 OTIS STREET NE	WASHINGTON	DC	20018	NONE	PC	GENERAL PURPOSE	$1,500
MD INSTITUTE COLLEGE OF ART
1300 MOUNT ROYAL AVENUE	BALTIMORE	MD	21217	NONE	PC	GENERAL PURPOSE	$50,000
NEW COMMUNITY CHURCH
614 S STREET NW	WASHINGTON	DC	20001	NONE	PC	GENERAL PURPOSE	$5,000
NY LIVE ARTS
219 WEST 19TH STREET	NEW YORK	NY	10011	NONE	PC	GENERAL PURPOSE	$3,500
PENN LIBRARIES
3420 WALNUT STREET	PHILADELPHIA	PA	19104	NONE	PC	GENERAL PURPOSE	$2,500
PLAYWRIGHTS HORIZONS
416 WEST 42ND STREET	NEW YORK	NY	10036	NONE	PC	GENERAL PURPOSE	$2,000
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	$2,500						250
SKIP OF NEW YORK
5TH FLOOR 601 WEST 26TH STREET	NEW YORK	NY	10001	NONE	PC	GENERAL PURPOSE	$5,000
SWEET WATER FOUNDATION
PO BOX 43247	CHICAGO	IL	60643	NONE	PC	GENERAL PURPOSE	$10,000
SYMPHONY SPACE
2537 BROADWAY AT 95TH STREET	NEW YORK	NY	10025	NONE	PC	GENERAL PURPOSE	$2,000
TEACHING BEYOND THE SQUARE
130 EAST 16TH STREET	NEW YORK	NY	100033503	NONE	PC	GENERAL PURPOSE	$10,000
THE ASSOCIATED JEWISH CHARITIES
101 WEST MT ROYAL AVENUE	BALTIMORE	MD	21201	NONE	PC	GENERAL PURPOSE	$31,000
THE PERLMAN MUSIC PROGRAM
19 WEST 69TH STREET SUITE 304	NEW YORK	NY	10023	NONE	PC	GENERAL PURPOSE	$1,800
THE RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BOULEVARD	WEST PALM BEACH	FL	33401	NONE	PC	GENERAL PURPOSE	$12,500
THE STAPLETON SCHOOL OF PERFORMING ARTS
PO BOX 331	SAN ANSELMO	CA	94960	NONE	PC	GENERAL PURPOSE	$5,650
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREET	BALTIMORE	MD	21201	NONE	PC	GENERAL PURPOSE	$2,500
THE WESTPORT LIBRARY
20 JESUP ROAD	WESTPORT	CT	06880	NONE	PC	GENERAL PURPOSE	$5,000
UNIVERSITY OF PENNSYLVANIA
433 FRANKLIN BUILDING 3451 WALNUT	PHILADELPHIA	PA	191046205	NONE	PC	GENERAL PURPOSE	$7,000						STREET
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE	NASHVILLE	TN	37240	NONE	PC	GENERAL PURPOSE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$418,450	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	$143,529	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$363	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$475,309	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$619,201	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$619,201	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	$12,879	Amt
Net Investment Income	$6,440	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,220	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	$3,695,247	EOYBookValueAmt
EOYFMV	$5,298,344	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	$1,795,876	$1,800,891
BROWN - HEDGE FIXED INCOME	FMV	$750,000	$874,608
BROWN ADVISORY CARLYLE	AT COST	$63,204	$83,189
BROWN ADVISORY CRC	AT COST	$71,112	$75,162
BROWN ADVISORY EFM	AT COST	$0	$0
BROWN ADVISORY EFM (TE)	AT COST	$31,254	$33,482
BROWN ADVISORY ENCAP VIII	AT COST	$87,532	$92,011
BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLP	AT COST	$1,302,108	$1,302,108
BROWN ADVISORY PRIVATE EQUITY PARTNERS	AT COST	$97,330	$116,621
BROWN ADVISORY RG	AT COST	$60,156	$71,207
TACONIC INVESTMENT	AT COST	$500,000	$729,750
BROWN ADVISORY ENCAP IX	AT COST	$40,510	$42,572
BROWN ADVISORY PRIVATE EQUITY PARTNERS II	AT COST	$42,730	$47,541
BROWN ADVISORY CR KENILWORTH	AT COST	$14,795	$21,572
BROWN ADVISORY VIKING GLOBAL OPPORTUNITIES	AT COST	$250,000	$250,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR PERIOD ADJUSTMENT	Desc
Amt	$54,940	Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
BROWN ADVISORY PRIAVTE EQ PARTNERS	$320	$320	$320
BROWN ADVISORY 7658109	$43	$43	$43

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	REFUND OF UNUSED CONTRIBUTION	Desc
Amt	$2,000	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MGMT FEES	CategoryTxt
Amt	$35,968	Amt
Net Investment Income	$35,968	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	$6,088	Amt
Net Investment Income	$6,088	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt