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ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC (EIN 52-2136369)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201403179349100860
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-13T10:46:38-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520959934PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLIN & TUCKER CHARTEREDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 EAST PRATT ST SUITE 200AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522136369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlALVIBusinessNameControlTxt
Phone4108372900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 WINDING WAYAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21210ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY JACHMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108372900PhoneNum
Signature2014-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN KELLERPreparerPersonNm
PTINP00245169PTIN
Phone4107275735PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,905,295FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$141,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$141,466DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$393,732NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$393,798GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$393,732CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$66,566OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,534OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$601,764TotalRevAndExpnssAmt
Total Net Invst Incm$543,732TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,311OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,311OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$332InterestRevAndExpnssAmt
Interest Net Invst Incm$332InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$6,092TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,092TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$61,235TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,485TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$409,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$409,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$470,235TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,485TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$411,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$131,529ExcessRevenueOverExpensesAmt
Net Investment Income$487,247NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$114,215CashBOYAmt
Cash EOY$219,896CashEOYAmt
Cash EOYFMV$219,896CashEOYFMVAmt
Corporate Stock BOY$4,371,803CorporateStockBOYAmt
Corporate Stock EOY$4,136,609CorporateStockEOYAmt
Corporate Stock EOYFMV$6,034,102CorporateStockEOYFMVAmt
Other Investments BOY$4,180,764OtherInvestmentsBOYAmt
Other Investments EOY$4,454,306OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,651,297OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,666,782TotalAssetsBOYAmt
Total Assets EOY$8,810,811TotalAssetsEOYAmt
Total Assets EOYFMV$10,905,295TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$8,666,782UnrestrictedBOYAmt
Unrestricted EOY$8,810,811UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,666,782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,810,811TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,666,782TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,810,811TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,666,782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$131,529ExcessRevenueOverExpensesAmt
Other Increases$12,500OtherIncreasesAmt
Subtotal$8,810,811SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,810,811TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
BROWN ADVISORY 8109 - PUBLICLY TRADED SECURITIESP$28,487$28,487$28,487
BROWN ADVISORY 8109 - PUBLICLY TRADED SECURITIESP$201,918$201,918$201,918
BROWN ADVISORY 8232 - PUBLICLY TRADED SECURITIESP$37,228$37,228$37,228
BROWN ADVISORY 8232 - PUBLICLY TRADED SECURITIESP$50,769$50,769$50,769
CARLYLE EQUITY OPPORTUNITY FUNDP$12$12$12
BROWN ADVISORY PRIVATE EQUITY PARTNERS 2012P-$4-$4$4
BROWN ADVISORY PRIVATE EQUITY PARTNERS 2012P$482$482$482
BROWN ADVISORY SI INTERNATIONALP$7,495$7,495$7,495
BROWN ADVISORY SI INTERNATIONALP$67,407$67,407$67,407
BROWN ADVISORY PRIVATE EQUITY PARTNERS IIP-$62-$62$62
FieldValueIRS element (for citing)
Capital Gain Net Income$393,732CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$343,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,070,141NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037816DistributionYr1Rt
Adjusted Qlfy Distri Yr2$336,410AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,376,515NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035878DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,687AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,524,430NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.011203DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,328AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$796,944NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060642DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,295AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,037,075NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045604DistributionYr5Rt
Total Distribution0.191143TotalDistributionRt
Average Distribution0.038229AverageDistributionRt
Net Vl Noncharitable Assets$10,066,452NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$384,830AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,872NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$389,702AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$411,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,872InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,872SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,872TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$52,534EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$52,534TotalPaymentsAndCreditsAmt
Overpayment$47,662OverpaymentAmt
Applied To ES Tax$47,662AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWENDY JACHMANIndividualWithBooksNm
Phone4108372900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11001 WINDING WAYAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21210ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WENDY M JACHMAN
1001 WINDING WAYBALTIMOREMD21210PRESIDENT1.00$0$0$0
JENNIFER MYERBERG
2184 WALTHAM ROADCOLUMBUSOH43221V.P. & TREAS.1.00$0$0$0
HENRY MYERBERG
257 CENTRAL PARK WESTNEW YORKNY10024V.P. & SECRETARY1.00$0$0$0
JON JACHMAN
23 W 73RD STREETNEW YORKNY10023ASST. SECRETARY1.00$0$0$0
JESSE JACHMAN
2331 CATHEDRAL AVENUE NWWASHINGTONDC20008ASST. TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,052,692AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$167,056AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,219,748TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,219,748AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153,296CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,066,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$503,323MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$503,323MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,872TaxBasedOnInvestmentIncomeAmt
Total Tax$4,872TotalTaxAmt
Distributable Before Adj$498,451DistributableBeforeAdjAmt
Recoveries Qualfied Distri$12,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$510,951DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$510,951DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$411,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$411,375QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,872PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$406,503AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$510,951DistributableAsAdjustedAmt
Undistributed Income PY$223,816UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$411,375QualifyingDistributionsAmt
Applied To Year1$223,816AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,559AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$323,392UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWENDY JACHMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11001 WINDING WAYAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21210ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4108372900RecipientPhoneNum
Form And Info And MaterialsTHERE IS NO SPECIFIC FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCodeAddress Line2RecipientUSAddress/AddressLine2
ALZHEIMER'S ASSC NYC CHAPTER
360 LEXINGTON AVENUENEW YORKNY10017NONEPUBLICGENERAL PURPOSE$1,000
AMERICAN HEART ASSOCIATION
217 E REDWOOD STREET 23RD FLOORBALTIMOREMD21201NONEPUBLICGENERAL PURPOSE$1,000
AMERICAN UNIVERSITY OF CENTRAL ASIA
NONEPUBLICGENERAL PURPOSE$30,000205 ABDYMOMUNOV STREETBISHKEKKYRGYZ REPUBLICKG720040
AMERICAN VISIONARY ART MUSEUM
800 KEY HIGHWAYBALTIMOREMD21230NONEPUBLICGENERAL PURPOSE$2,500
ARTS EDUCATION IN MARYLAND SCHOOLS
175 W OSTEND ST STE A3BALTIMOREMD21230NONEPUBLICGENERAL PURPOSE$1,500
ARTS EVERY DAY
1800 N CHARLES STREET SUITE 810BALTIMOREMD21201NONEPUBLICGENERAL PURPOSE$5,000
BALTIMORE COMMUNITY FOUNDATION
2 EAST READ STREET 9TH FLOORBALTIMOREMD21202NONEPUBLICGENERAL PURPOSE$6,000
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVEBALTIMOREMD21218NONEPUBLICGENERAL PURPOSE$1,500
BERKSHIRE HILLS EMANUAL CAMPS
49 WEST 38TH STREET 5TH FLOORNEW YORKNY10018NONEPUBLICGENERAL PURPOSE$2,500
BIG BROTHERS & BIG SISTERS OF CENTRAL MD
3600 CLIPPER MILL RD STE 250BALTIMOREMD21211NONEPUBLICGENERAL PURPOSE$2,500
BOOK FOR AFRICA
253 EAST 4TH STREET SUITE 200ST PAULMN55101NONEPUBLICGENERAL PURPOSE$20,000
BROADWAY HOUSING COMMUNITIES
575 W 155TH STREETNEW YORKNY10032NONEPUBLICGENERAL PURPOSE$2,500
BRYN MAWR COLLEGE
101 NORTH MERION AVENUEBRYN MAWRPA190102899NONEPUBLICGENERAL PURPOSE$2,500
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVENUE NE 130 LEAHYWASHINGTONDC20064NONEPUBLICGENERAL PURPOSE$5,000
CENTER STAGE
700 N CALVERT STREETBALTIMOREMD21202NONEPUBLICGENERAL PURPOSE$1,000
CHICAGO YOUTH SYMPHONY
410S MICHIGAN AVENUE STE 833CHICAGOIL60605NONEPUBLICGENERAL PURPOSE$51,750
CREATIVE ALLIANCE
3134 EASTERN AVENUEBALTIMOREMD21224NONEPUBLICGENERAL PURPOSE$750
DC PUBLIC LIBRARY FOUNDATION
901 G STREET NW SUITE 400WASHINGTONDC20001NONEPUBLICGENERAL PURPOSE$10,000
DOROT
171 W 85TH STREETNEW YORKNY10024NONEPUBLICGENERAL PURPOSE$2,360
EARLY LEARNING PARTNERSHIP OF NORTHWEST INDIANA
6530 NEW HAMPSHIRE AVENUEHAMMONDIN46323NONEPUBLICGENERAL PURPOSE$5,000
EDWARD A MYERBERG SENIOR CENTER
3101 FALLSTAFF ROADBALTIMOREMD21209NONEPUBLICGENERAL PURPOSE$15,000
ENOCH PRATT FREE LIBRARY
400 CATHEDRAL STREETBALTIMOREMD21201NONEPUBLICGENERAL PURPOSE$2,500
ETHICAL CULTURE FIELDSTON SCHOOL
33 CENTRAL PARK WNEW YORKNY10023NONEPUBLICGENERAL PURPOSE$1,000
FAMILY TREE
2212 MANCHESTER DRIVELOUISVILLEKY40205NONEPUBLICGENERAL PURPOSE$2,500
FILM FORUM
209 WEST HOUSTON STNEW YORKNY10014NONEPUBLICGENERAL PURPOSE$500
FOUNDATION FOR CONTEMPORARY ART
820 GREENWICH STREETNEW YORKNY10014NONEPUBLICGENERAL PURPOSE$1,500
FRED GABLER HELPING HAND CAMP FUND
18 DUNMORE ROADNEW CITYNY10956NONEPUBLICGENERAL PURPOSE$500
GABRIELL LANSNER AND COMPANY
470 W 24TH ST APT 17ENEW YORKNY10011NONEPUBLICGENERAL PURPOSE$1,500
GILMAN SCHOOL
5407 ROLAND AVENUEBALTIMOREMD21210NONEPUBLICGENERAL PURPOSE$12,500
GODDARD RIVERSIDE
593 COLUMBUS AVENUENEW YORKNY10024NONEPUBLICGENERAL PURPOSE$2,500
GOUCHER HILLEL
1021 DULANEY VALLEY ROADBALTIMOREMD21204NONEPUBLICGENERAL PURPOSE$1,000
HADASSAH OF GREATER BALTIMORE
3723 OLD COURT ROADPIKESVILLEMD21208NONEPUBLICGENERAL PURPOSE$15,000
HAR SINAI
2905 WALNUT AVENUEOWINGS MILLSMD21117NONEPUBLICGENERAL PURPOSE$1,700
HARVARD GRADUATE SCHOOL OF DESIGN
48 QUINCY STREETCAMBRIDGEMA02138NONEPUBLICGENERAL PURPOSE$2,500
HAYSTACK MOUNTAIN SCHOOL OF CRAFTS
PO BOX 518DEER ISLEME04627NONEPUBLICGENERAL PURPOSE$1,500
ID STUDIO THEATER
531 WEST 112TH STREET 2CNEW YORKNY10025NONEPUBLICGENERAL PURPOSE$5,000
INSTITUTE FOR CHRISTIAN & JEWISH STUDIES
956 DULANEY VALLEY ROADBALTIMOREMD21204NONEPUBLICGENERAL PURPOSE$1,000
JOHNS HOPKINS UNIVERSITY
550 N BROADWAYBALTIMOREMD21205NONEPUBLICGENERAL PURPOSE$10,000
LAWYERS FOR CHILDREN
151 FARMINGTON AVENUE RW61HARTFORDCT06156NONEPUBLICGENERAL PURPOSE$2,500
LIFE PIECES TO MASTERPIECES
1600 OTIS STREET NEWASHINGTONDC20018NONEPUBLICGENERAL PURPOSE$1,500
MARYLAND ART PLACE
8 MARKET PL STE 100BALTIMOREMD21202NONEPUBLICGENERAL PURPOSE$1,000
MARYLAND CITIZENS FOR THE ARTS
3600 CLIPPER MILL RD STE 205BALTIMOREMD21211NONEPUBLICGENERAL PURPOSE$1,000
MD INSTITUTE COLLEGE OF ART
1300 MOUNT ROYAL AVENUEBALTIMOREMD21217NONEPUBLICGENERAL PURPOSE$62,500
PENN LIBRARIES
3420 WALNUT STREETPHILADELPHIAPA19104NONEPUBLICGENERAL PURPOSE$2,500
PLAYWRIGHTS HORIZONS
416 WEST 42ND STREETNEW YORKNY10036NONEPUBLICGENERAL PURPOSE$1,640
PUBLICOLOR
149 MADISON AVE ROOM 1201NEW YORKNY10016NONEPUBLICGENERAL PURPOSE$5,000
RYE COUNTRY DAY SCHOOL
3 GRANDVIEW AVENUERYENY10580NONEPUBLICGENERAL PURPOSE$7,500
SALZBURG GLOBAL SEMINAR
1730 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20006NONEPUBLICGENERAL PURPOSE$2,500250
SHORESH INC
2704 BARTOL AVENUEBALTIMOREMD21209NONEPUBLICGENERAL PURPOSE$1,800
SKIP OF NEW YORK
5TH FLOOR 601 WEST 26TH STREETNEW YORKNY10001NONEPUBLICGENERAL PURPOSE$5,000
SWEET WATER FOUNDATION
PO BOX 43247CHICAGOIL60643NONEPUBLICGENERAL PURPOSE$10,000
SYMPHONY SPACE
2537 BROADWAY AT 95TH STREETNEW YORKNY10025NONEPUBLICGENERAL PURPOSE$2,500
THE ASSOCIATED JEWISH CHARITIES
101 WEST MT ROYAL AVENUEBALTIMOREMD21201NONEPUBLICGENERAL PURPOSE$28,000
THE NEWBERRY
60 W WALTON STREETCHICAGOIL60610NONEPUBLICGENERAL PURPOSE$4,000
THE OHIO STATE UNIVERSITY
190 N OVAL MALLCOLUMBUSOH43210NONEPUBLICGENERAL PURPOSE$25,000
THE PARK SCHOOL
2425 OLD COURT ROADBALTIMOREMD21208NONEPUBLICGENERAL PURPOSE$6,000
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201NONEPUBLICGENERAL PURPOSE$2,500
WESTPORT PUBLIC LIBRARY ASSOCIATION
20 JESUP ROADWESTPORTCT06880NONEPUBLICGENERAL PURPOSE$2,500
JUNIOR ACHIEVEMENT
10711 RED RUN BLVDOWINGS MILLSMD21117NONEPUBLICGENERAL PURPOSE$1,000
ARTSNAPPER
19 HOPE STREETBROOKLYNNY11211NONEGENERAL PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$409,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$141,466ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business531110BusinessCd
Unrelated Business Taxbl Incm$26,693UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$39,873ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$393,732ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$26,693UnrelatedBusinessTaxblIncmAmt
Exclusion$575,071ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$601,764TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,500Amt
Net Investment Income$4,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,375DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBROWN - EQUITIES AND EQUITY MUTUAL FUNDSStockNm
EOY Book Value$4,136,609EOYBookValueAmt
EOYFMV$6,034,102EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROWN - BOND MUTUAL FUNDSFMV$1,583,675$1,510,959
BROWN - HEDGE FIXED INCOMEFMV$750,000$836,034
BROWN ADVISORY CARLYLEAT COST$35,129$39,934
BROWN ADVISORY CRCAT COST$53,707$58,068
BROWN ADVISORY EFMAT COST$54,940$52,910
BROWN ADVISORY EFM (TE)AT COST$19,575$17,690
BROWN ADVISORY ENCAP VIIIAT COST$76,461$75,895
BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLPAT COST$1,234,867$1,234,867
BROWN ADVISORY PRIVATE EQUITY PARTNERSAT COST$57,696$66,503
BROWN ADVISORY RGAT COST$45,702$50,887
TACONIC INVESTMENTAT COST$500,000$663,114
BROWN ADVISORY EXCAP IXAT COST$18,109$16,710
BROWN ADVISORY PRIVATE EQUITY PARTNERS 11AT COST$24,445$27,726

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
UBIT TAX REFUND$31,339$0$31,339
STATE TAX REFUND$26,693$0$26,693
BROWN ADVISORY SI INTERNATIONAL$8,533$8,533$8,533
BROWN ADVISORY PRIVATE EQUITY PARTNERS II$1$1$1

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionREFUND OF UNUSED CONTRIBUTIONDescription
Amount$12,500Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEESCategoryTxt
Amt$45,311Amt
Net Investment Income$45,311NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonESTATE OF ALVIN MYERBERGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1335 NORTH CHARLES STREETAddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$6,092Amt
Net Investment Income$6,092NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt