ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC (EIN 52-2136369)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-13
IRS object ID: 201323179349100817
Schema version: 2012v2.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-13T13:19:56-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	520959934	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ELLIN & TUCKER CHARTERED	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 S CHARLES ST SUITE 1300	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21201	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	522136369	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ALVIN & LOUISE MYERBERG FAMILY FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ALVI	NameControl
Phone	4108372900	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1001 WINDING WAY	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21210	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WENDY JACKMAN	Name
Title	PRESIDENT	Title
Phone	4108372900	Phone
Date Signed	2013-11-12	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SUSAN KELLER	Name
PTIN	P00245169	PTIN
Phone	4107275735	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Exempt PF	X	ExemptPF
FMV Assets EOY	9455996	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	125152	DividendsRevAndExpnss
Dividends Net Invst Incm	124744	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	206465	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	206465	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	206465	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	2527	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	2527	OtherIncomeNetInvstIncm
Total Revenue And Expenses	334144	TotalRevenueAndExpenses
Total Net Investment Income	333736	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	51196	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	51196	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	725	InterestRevAndExpnss
Interest Net Invst Incm	725	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	5174	TaxesRevAndExpnss
Taxes Net Invst Incm	5174	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	4266	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	4266	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	61361	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	61361	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	343000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	343000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	404361	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	61361	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	343000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-70217	ExcessOfRevenueOverExpenses
Net Investment Income	272375	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	104191	CashBOY
Cash EOY	114215	CashEOY
Cash EOYFMV	114215	CashEOYFMV
Investments Corp Stock BOY	4252107	InvestmentsCorpStockBOY
Investments Corp Stock EOY	4371803	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	5140604	InvestmentsCorpStockEOYFMV
Investments Other BOY	4327501	InvestmentsOtherBOY
Investments Other EOY	4180764	InvestmentsOtherEOY
Investments Other EOYFMV	4201177	InvestmentsOtherEOYFMV
Other Assets BOY	53200	OtherAssetsBOY
Other Assets EOY	0	OtherAssetsEOY
Other Assets EOYFMV	0	OtherAssetsEOYFMV
Total Assets BOY	8736999	TotalAssetsBOY
Total Assets EOY	8666782	TotalAssetsEOY
Total Assets EOYFMV	9455996	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	8736999	UnrestrictedBOY
Unrestricted EOY	8666782	UnrestrictedEOY
Total Net Assets BOY	8736999	TotalNetAssetsBOY
Total Net Assets EOY	8666782	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	8736999	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8666782	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	8736999	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-70217	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	8666782	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	8666782	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
BROWN ADVISORY 8232 - PUBLICLY TRADED SECURITIES	P	12096	12096	12096
BROWN ADVISORY 8232 - PUBLICLY TRADED SECURITIES	P	35813	35813	35813
BROWN ADVISORY 8109 - PUBLICLY TRADED SECURITIES	P	42179	42179	42179
BROWN ADVISORY 8109 - PUBLICLY TRADED SECURITIES	P	66284	66284	66284
CARLYLE EQUITY OPPORTUNITY FUND	P	13	13	13
BROWN ADVISORY SI INTERNATIONAL	P	1697	1697	1697
BROWN ADVISORY SI INTERNATIONAL	P	48383	48383	48383

Field	Value	IRS element (for citing)
Capital Gain Net Income	206465	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	336410	QualifyingDistributionsYear1
Noncharitable Assets Year1	9376515	NoncharitableAssetsYear1
Distribution Ratio Year1	0.035878	DistributionRatioYear1
Qualifying Distributions Year2	50687	QualifyingDistributionsYear2
Noncharitable Assets Year2	4524430	NoncharitableAssetsYear2
Distribution Ratio Year2	0.011203	DistributionRatioYear2
Qualifying Distributions Year3	48328	QualifyingDistributionsYear3
Noncharitable Assets Year3	796944	NoncharitableAssetsYear3
Distribution Ratio Year3	0.060642	DistributionRatioYear3
Qualifying Distributions Year4	47295	QualifyingDistributionsYear4
Noncharitable Assets Year4	1037075	NoncharitableAssetsYear4
Distribution Ratio Year4	0.045604	DistributionRatioYear4
Qualifying Distributions Year5	57995	QualifyingDistributionsYear5
Noncharitable Assets Year5	1201374	NoncharitableAssetsYear5
Distribution Ratio Year5	0.048274	DistributionRatioYear5
Total Distribution Ratio	0.201601	TotalDistributionRatio
Average Distribution Ratio	0.040320	AverageDistributionRatio
Net Noncharitable Assets	9070141	NetNoncharitableAssets
Adjusted Noncharitable Assets	365708	AdjustedNoncharitableAssets
One Percent Net Investment Income	2724	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	368432	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	343000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	5448	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	5448	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	5448	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	57982	EstTaxPaymentsAndOverpayment
Total Credits And Payments	57982	TotalCreditsAndPayments
Overpayment	52534	Overpayment
Amount Credited To Next Year	52534	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	1	UnrelatedBusIncomeOver1000
Form990 T Filed	1	Form990TFiled
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MD	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	1	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	WENDY JACHMAN	BooksInCareOfPersonName
Books In Care Of Phone Number	4108372900	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 WINDING WAY	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21210	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	9099062	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	109203	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9208265	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	9208265	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	138124	CashDeemedCharitable
Net Noncharitable Assets	9070141	NetNoncharitableAssets
Minimum Investment Return	453507	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	453507	MinimumInvestmentReturn
Tax Based On Investment Income	5448	TaxBasedOnInvestmentIncome
Total Tax	5448	TotalTax
Distributable Amount Before Adj	448059	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	448059	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	448059	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	343000	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	343000	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	343000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	448059	DistributableAmountAsAdjusted
Undistributed Income Prior Year	118757	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	343000	QualifyingDistributions
Applied To Year1	118757	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	224243	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	223816	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	WENDY JACHMAN	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 WINDING WAY	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21210	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4108372900	RecipientPhoneNumber
Form And Info And Materials	THERE IS NO SPECIFIC FORM	FormAndInfoAndMaterials
Submission Deadlines	THERE ARE NO DEADLINES	SubmissionDeadlines
Restrictions On Awards	THERE ARE NO RESTRICTIONS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
RAINFOREST FOUNDATION
180 VARICK STREET STE 528	NEW YORK	NY	10014	NONE	PUBLIC	GENERAL PURPOSE	$500
FILM FORUM
209 WEST HOUSTON ST	NEW YORK	NY	10014	NONE	PUBLIC	GENERAL PURPOSE	$500
WATERORG
920 MAIN STREET STE 1800	KANSAS CITY	MO	64105	NONE	PUBLIC	GENERAL PURPOSE	$1,000
WARD 7 ARTS COLLABORATIVE
4645 NANNIE HELEN BURROUGHS	WASHINGTON	DC	20019	NONE	PUBLIC	GENERAL PURPOSE	$1,000
RIVERSIDE METHODIST HOSPITAL
180 EAST BROAD STREET 33RD FL	COLUMBUS	OH	43215	NONE	PUBLIC	GENERAL PURPOSE	$1,000
HADASSAH OF GREATER BALTIMORE
3723 OLD COURT ROAD	PIKESVILLE	MD	21208	NONE	PUBLIC	GENERAL PURPOSE	$1,000
GABRIELL LANSNER AND COMPANY
470 W 24TH ST APT 17E	NEW YORK	NY	10011	NONE	PUBLIC	GENERAL PURPOSE	$1,000
ETHICAL CULTURE FIELDSTON SCHOOL
33 CENTRAL PARK W	NEW YORK	NY	10023	NONE	PUBLIC	GENERAL PURPOSE	$1,000
LIFE PIECES TO MASTERPIECES
1600 OTIS STREET NE	WASHINGTON	DC	20018	NONE	PUBLIC	GENERAL PURPOSE	$1,500
INTERNATIONAL RESCUE COMMITTEE
3516 EASTERN AVENUE	BALTIMORE	MD	21224	NONE	PUBLIC	GENERAL PURPOSE	$1,500
FOUNDATION FOR CONTEMPORARY ART
820 GREENWICH STREET	NEW YORK	NY	10014	NONE	PUBLIC	GENERAL PURPOSE	$1,500
EPIPHANY COMMUNITY NURSERY SCHOOL
510 EAST 74TH STREET	NEW YORK	NY	10021	NONE	PUBLIC	GENERAL PURPOSE	$1,500
DOROT
171 W 85TH STREET	NEW YORK	NY	10024	NONE	PUBLIC	GENERAL PURPOSE	$1,500
SHORESH INC
2704 BARTOL AVENUE	BALTIMORE	MD	21209	NONE	PUBLIC	GENERAL PURPOSE	$1,800
THE NEW YORK STEM CELL FOUNDATION
309 AMSTERDAM AVENUE	NEW YORK	NY	10023	NONE	PUBLIC	GENERAL PURPOSE	$2,000
PLAYWRIGHTS HORIZONS
416 WEST 42ND STREET	NEW YORK	NY	10036	NONE	PUBLIC	GENERAL PURPOSE	$2,000
WESTPORT PUBLIC LIBRARY ASSOCIATION
20 JESUP ROAD	WESTPORT	CT	06880	NONE	PUBLIC	GENERAL PURPOSE	$2,500
READING IS FUNDAMENTAL
PO BOX 33728	WASHINGTON	DC	20033	NONE	PUBLIC	GENERAL PURPOSE	$2,500
PENN LIBRARIES
3420 WALNUT STREET	PHILADELPHIA	PA	19104	NONE	PUBLIC	GENERAL PURPOSE	$2,500
PENCILS OF PROMISE
37 WEST 28TH STREET 3RD FL	NEW YORK	NY	10001	NONE	PUBLIC	GENERAL PURPOSE	$2,500
LAWYERS FOR CHILDREN
151 FARMINGTON AVENUE RW61	HARTFORD	CT	06156	NONE	PUBLIC	GENERAL PURPOSE	$2,500
HELEN KELLER INTERNATIONAL
352 PARK AVENUE SOUTH 12TH FLOOR	NEW YORK	NY	10010	NONE	PUBLIC	GENERAL PURPOSE	$2,500
HARVARD GRADUATE SCHOOL OF DESIGN
48 QUINCY STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC	GENERAL PURPOSE	$2,500
GODDARD RIVERSIDE
593 COLUMBUS AVENUE	NEW YORK	NY	10024	NONE	PUBLIC	GENERAL PURPOSE	$2,500
BRYN MAWR COLLEGE
101 NORTH MERION AVENUE	BRYN MAWR	PA	190102899	NONE	PUBLIC	GENERAL PURPOSE	$2,500
BROADWAY HOUSING COMMUNITIES
575 W 155TH STREET	NEW YORK	NY	10032	NONE	PUBLIC	GENERAL PURPOSE	$2,500
BERKSHIRE HILLS EMANUAL CAMPS
49 WEST 38TH STREET 5TH FLOOR	NEW YORK	NY	10018	NONE	PUBLIC	GENERAL PURPOSE	$2,500
AMERICAN CANCER SOCIETY
PO BOX 22718	OKLAHOMA CITY	OK	731231718	NONE	PUBLIC	GENERAL PURPOSE	$3,500
EDWARD A MYERBERG SENIOR CENTER
3101 FALLSTAFF ROAD	BALTIMORE	MD	21209	NONE	PUBLIC	GENERAL PURPOSE	$4,800
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREET	BALTIMORE	MD	21201	NONE	PUBLIC	GENERAL PURPOSE	$4,900
SKIP OF NEW YORK
5TH FLOOR 601 WEST 26TH STREET	NEW YORK	NY	10001	NONE	PUBLIC	GENERAL PURPOSE	$5,000
SALZBURG GLOBAL SEMINAR
1730 PENNSYLVANIA AVENUE NW SUITE	WASHINGTON	DC	20006	NONE	PUBLIC	GENERAL PURPOSE	$5,000	250
PUBLICOLOR
149 MADISON AVE ROOM 1201	NEW YORK	NY	10016	NONE	PUBLIC	GENERAL PURPOSE	$5,000
MAYOR'S FUND TO ADVANCE NYC
253 BROADWAY 8TH FLOOR	NEW YORK	NY	10007	NONE	PUBLIC	GENERAL PURPOSE	$5,000
HEIFER INTERNATIONAL
1 WORLD AVENUE	LITTLE ROCK	AR	72202	NONE	PUBLIC	GENERAL PURPOSE	$5,000
DIFFACHICAGO
222 MERCHANDISE MART PLAZA SUITE	CHICAGO	IL	60654	NONE	PUBLIC	GENERAL PURPOSE	$5,000	1647A
CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVENUE NE 130 LEAHY	WASHINGTON	DC	20064	NONE	PUBLIC	GENERAL PURPOSE	$5,000
BROWN UNIVERSITY
45 PROSPECT STREET	PROVIDENCE	RI	02912	NONE	PUBLIC	GENERAL PURPOSE	$5,000
BALTIMORE CLAYWORKS
5707 SMITH AVENUE	BALTIMORE	MD	21209	NONE	PUBLIC	GENERAL PURPOSE	$5,000
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE	NASHVILLE	TN	37240	NONE	PUBLIC	GENERAL PURPOSE	$9,500
GILMAN SCHOOL
5407 ROLAND AVENUE	BALTIMORE	MD	21210	NONE	PUBLIC	GENERAL PURPOSE	$10,000
DESIGNS FOR DIGNITY
222 MERCHANDISE MART PLAZA SUITE	CHICAGO	IL	60654	NONE	PUBLIC	GENERAL PURPOSE	$10,000	9-102
ARTS EDUCATION IN MARYLAND SCHOOLS
175 W OSTEND ST STE A3	BALTIMORE	MD	21230	NONE	PUBLIC	GENERAL PURPOSE	$10,000
THE OHIO STATE UNIVERSITY
190 N OVAL MALL	COLUMBUS	OH	43210	NONE	PUBLIC	GENERAL PURPOSE	$12,500
CHICAGO YOUTH SYMPHONY
410S MICHIGAN AVENUE STE 833	CHICAGO	IL	60605	NONE	PUBLIC	GENERAL PURPOSE	$20,000
CITIBANK
6 SAINT PAUL STREET	BALTIMORE	MD	21202	NONE	PUBLIC	GENERAL PURPOSE	$30,000
THE ASSOCIATED JEWISH CHARITIES
101 WEST MT ROYAL AVENUE	BALTIMORE	MD	21201	NONE	PUBLIC	GENERAL PURPOSE	$35,000
LIFE BRIDGE HEALTH-SINAI HOSPITAL
2401 W BELVEDERE AVENUE	BALTIMORE	MD	21215	NONE	PUBLIC	GENERAL PURPOSE	$40,000
MD INSTITUTE COLLEGE OF ART
1300 MOUNT ROYAL AVENUE	BALTIMORE	MD	21217	NONE	PUBLIC	GENERAL PURPOSE	$60,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	343000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$125,152	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,527	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$206,465	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$334,144	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	334144	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	BROWN - EQUITIES AND EQUITY MUTUAL FUNDS	NameOfStock
EOY Book Value	4371803	EOYBookValue
EOYFMV	5140604	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (12 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
BROWN - BOND MUTUAL FUNDS	FMV	1661816	1671213
BROWN - NON TAXABLE BOND FUNDS	FMV	0	0
BROWN - HEDGE FIXED INCOME	FMV	750000	761016
BROWN ADVISORY CARLYLE	AT COST	19379	19379
BROWN ADVISORY CRC	AT COST	37817	37817
BROWN ADVISORY EFM	AT COST	10598	10598
BROWN ADVISORY EFM (TE)	AT COST	4460	4460
BROWN ADVISORY ENCAP	AT COST	43731	43731
BROWN ADVISORY INVESTORS SI INTERNATIONAL LLLP	AT COST	1112152	1112152
BROWN ADVISORY PRIVATE EQUITY PARTNERS	AT COST	27014	27014
BROWN ADVISORY RG	AT COST	13797	13797
TACONIC INVESTMENT	AT COST	500000	500000

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	ESCROW ACCOUNTS	Description
BOY Book Value	53200	BOYBookValue
EOY Book Value	0	EOYBookValue
EOYFMV	0	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	ENCAP FLATROCK MIDSTREAM FUND II - OTHER EXPENSE	Description
Revenue And Expenses Per Books	4266	RevenueAndExpensesPerBooks
Net Investment Income	4266	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
MISC INVESTMENT INCOME	843	843	843
BROWN ADVISORY SI INTERNATIONAL	1684	1684	1684

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT MGMT FEES	Category
Amount	$51,196	Amount
Net Investment Income	51196	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Field	Value	IRS element (for citing)
Person Name	ESTATE OF ALVIN MYERBERG	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	335 NORTH CHARLES STREET	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21201	ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	Category
Amount	$5,174	Amount
Net Investment Income	5174	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps