WILLIAM G STEWART FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM G STEWART FAMILY FOUNDATION INC (EIN 52-2165295)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349100401
- Schema version
- 2025v4.0
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T01:01:06-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WOODWARD SUITE 700 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522165295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM G STEWART FAMILY FDN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4105375496 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SOUTH BOND STREET STE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G STEWART | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4105375496 | PhoneNum |
| Signature | 2026-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER B HALL | PreparerPersonNm |
| PTIN | P00122082 | PTIN |
| Phone | 3133963000 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,461,194 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $187,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $646,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,331 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $68 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $199,124 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,732 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,399 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,399 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,538 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,538 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,949 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,091 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $749,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $818,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,355,103 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $792,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $924,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,461,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $792,893 | CapitalStockBOYAmt |
| Capital Stock EOY | $924,321 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $792,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $924,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $792,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $924,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $792,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $925,114 | SubtotalAmt |
| Other Decreases | $793 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $924,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (410 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3. INTUITIVE SURGICAL INC | 2020-09-01 | 2025-01-03 | $1,599 | $732 | $867 | $867 | |
| 30. OTIS WORLDWIDE CORP | 2022-06-13 | 2025-01-03 | $2,777 | $2,123 | $654 | $654 | |
| 2. S&P GLOBAL INC COM | 2020-12-24 | 2025-01-03 | $995 | $631 | $364 | $364 | |
| 7. BLACKSTONE INC | 2020-09-01 | 2025-01-08 | $1,196 | $329 | $867 | $867 | |
| 9. J P MORGAN CHASE & CO | 2019-10-15 | 2025-01-08 | $2,182 | $1,074 | $1,108 | $1,108 | |
| 50. MEDTRONIC PLC | 2023-03-10 | 2025-01-08 | $4,019 | $5,036 | -$1,017 | -$1,017 | |
| 15. AMERIPRISE FINL INC | 2020-03-05 | 2025-01-14 | $7,860 | $2,073 | $5,787 | $5,787 | |
| 2. SERVICENOW INC COM USD0.001 | 2024-05-15 | 2025-01-14 | $2,045 | $1,523 | $522 | $522 | |
| 24. UNILEVER PLC | 2019-10-15 | 2025-01-14 | $1,312 | $1,404 | -$92 | -$92 | |
| 21. MARVELL TECHNOLOGY INC COM | 2024-06-05 | 2025-01-16 | $2,504 | $1,463 | $1,041 | $1,041 | |
| 30. STARBUCKS CORP. | 2024-01-25 | 2025-01-16 | $2,838 | $2,772 | $66 | $66 | |
| 30. TARGET CORPORATION | 2021-05-19 | 2025-01-16 | $4,004 | $3,139 | $865 | $865 | |
| 7. UNITEDHEALTH GROUP INC | 2020-03-23 | 2025-01-16 | $3,595 | $1,480 | $2,115 | $2,115 | |
| 8. VISA INC COM CL A | 2021-09-02 | 2025-01-16 | $2,536 | $1,733 | $803 | $803 | |
| 1. BERKSHIRE HATHAWAY INC COM USD0.0033 | 2022-05-03 | 2025-01-27 | $468 | $319 | $149 | $149 | |
| 4. CONSTELLATION ENERGY CORP COM | 2023-12-11 | 2025-01-27 | $1,160 | $460 | $700 | $700 | |
| 22. MCDONALDS CORP. | 2019-10-15 | 2025-01-27 | $6,304 | $4,593 | $1,711 | $1,711 | |
| 24. DANAHER CORP | 2025-01-27 | 2025-01-31 | $5,349 | $5,931 | -$582 | -$582 | |
| 20. DANAHER CORP | 2020-09-01 | 2025-01-31 | $4,458 | $3,629 | $829 | $829 | |
| . PROCEEDS FROM SECURITIES LITIGATION | 2025-02-05 | $187 | $187 | $187 | |||
| 38. FLUOR CORP NEW COM | 2024-07-08 | 2025-02-18 | $1,512 | $1,697 | -$185 | -$185 | |
| 83. FLUOR CORP NEW COM | 2024-07-08 | 2025-02-18 | $3,313 | $3,707 | -$394 | -$394 | |
| 5. ABBVIE INC | 2024-11-20 | 2025-02-24 | $1,023 | $872 | $151 | $151 | |
| 36. BEST BUY COMPANY INC | 2021-11-30 | 2025-02-24 | $3,223 | $2,579 | $644 | $644 | |
| 1. COSTCO WHOLESALE CORPORATION | 2020-09-01 | 2025-02-24 | $1,030 | $347 | $683 | $683 | |
| 133. KINDER MORGAN INC | 2024-02-20 | 2025-02-24 | $3,533 | $2,277 | $1,256 | $1,256 | |
| 274. LADDER CAPITAL CORP REIT CL A | 2024-02-20 | 2025-02-24 | $3,182 | $2,924 | $258 | $258 | |
| 27. MORGAN STANLEY DEAN WITTER DISCOVER & CO | 2024-02-06 | 2025-02-24 | $3,539 | $2,325 | $1,214 | $1,214 | |
| 49. NOVARTIS AG ADR | 2019-10-15 | 2025-02-24 | $5,360 | $4,005 | $1,355 | $1,355 | |
| 65. PORTLAND GEN ELEC CO COM NEW | 2024-02-20 | 2025-02-24 | $2,870 | $2,676 | $194 | $194 | |
| 44. COGENT COMM HOLDINGS INC COM NEW | 2024-03-26 | 2025-03-03 | $3,157 | $2,664 | $493 | $493 | |
| 3. COGENT COMM HOLDINGS INC COM NEW | 2023-07-17 | 2025-03-03 | $215 | $169 | $46 | $46 | |
| 26. COGENT COMM HOLDINGS INC COM NEW | 2024-10-08 | 2025-03-03 | $1,865 | $2,032 | -$167 | -$167 | |
| 2. J P MORGAN CHASE & CO | 2020-09-03 | 2025-03-03 | $528 | $202 | $326 | $326 | |
| 2. T MOBILE US INC COM | 2023-12-21 | 2025-03-03 | $550 | $311 | $239 | $239 | |
| 98. CITIGROUP INC | 2024-08-15 | 2025-03-10 | $6,698 | $6,070 | $628 | $628 | |
| 38. EASTGROUP PPTYS INC COM | 2024-05-01 | 2025-03-10 | $7,063 | $6,013 | $1,050 | $1,050 | |
| 272. KINDER MORGAN INC | 2024-02-20 | 2025-03-10 | $7,087 | $4,475 | $2,612 | $2,612 | |
| 5. T MOBILE US INC COM | 2023-04-05 | 2025-03-10 | $1,349 | $748 | $601 | $601 | |
| 118. UNILEVER PLC | 2024-01-16 | 2025-03-10 | $7,164 | $5,900 | $1,264 | $1,264 | |
| 6. ABBVIE INC | 2024-11-11 | 2025-03-12 | $1,273 | $1,061 | $212 | $212 | |
| 6. ABBVIE INC | 2024-11-20 | 2025-03-12 | $1,273 | $1,003 | $270 | $270 | |
| 5. CUMMINS INC COM | 2024-07-11 | 2025-03-17 | $1,635 | $1,402 | $233 | $233 | |
| 17. CUMMINS INC COM | 2021-11-03 | 2025-03-17 | $5,559 | $4,107 | $1,452 | $1,452 | |
| 9. MICROSOFT CORP. | 2019-10-15 | 2025-03-17 | $3,528 | $1,268 | $2,260 | $2,260 | |
| 5. T MOBILE US INC COM | 2023-10-30 | 2025-03-17 | $1,303 | $725 | $578 | $578 | |
| 1. ASML HOLDING NV NY REG SHS A D R | 2025-02-19 | 2025-03-17 | $733 | $746 | -$13 | -$13 | |
| 32. MARVELL TECHNOLOGY INC COM | 2024-06-05 | 2025-03-24 | $2,309 | $2,225 | $84 | $84 | |
| 84. MARVELL TECHNOLOGY INC COM | 2025-03-10 | 2025-03-25 | $6,028 | $5,701 | $327 | $327 | |
| 59. MICRON TECHNOLOGY INC | 2024-12-16 | 2025-03-25 | $5,559 | $6,489 | -$930 | -$930 | |
| 51. COGENT COMM HOLDINGS INC COM NEW | 2024-12-31 | 2025-03-26 | $3,221 | $3,924 | -$703 | -$703 | |
| 41. MARVELL TECHNOLOGY INC COM | 2024-05-03 | 2025-03-26 | $2,734 | $2,799 | -$65 | -$65 | |
| 22. COGENT COMM HOLDINGS INC COM NEW | 2024-06-11 | 2025-03-27 | $1,363 | $1,083 | $280 | $280 | |
| 32. COGENT COMM HOLDINGS INC COM NEW | 2023-03-13 | 2025-03-27 | $1,983 | $1,694 | $289 | $289 | |
| 59. MICRON TECHNOLOGY INC | 2024-12-17 | 2025-03-27 | $5,354 | $6,367 | -$1,013 | -$1,013 | |
| 4. IDEXX LABORATORIES CORP | 2024-09-12 | 2025-04-03 | $1,635 | $1,971 | -$336 | -$336 | |
| 2. THERMO ELECTRON CORP | 2025-02-24 | 2025-04-03 | $945 | $1,084 | -$139 | -$139 | |
| 4. IDEXX LABORATORIES CORP | 2024-11-25 | 2025-04-07 | $1,530 | $1,706 | -$176 | -$176 | |
| 3. IDEXX LABORATORIES CORP | 2025-02-19 | 2025-04-07 | $1,148 | $1,422 | -$274 | -$274 | |
| 2. THERMO ELECTRON CORP | 2025-02-24 | 2025-04-07 | $877 | $1,084 | -$207 | -$207 | |
| 43. GETTY RLTY CORP NEW | 2024-07-11 | 2025-04-08 | $1,232 | $1,197 | $35 | $35 | |
| 128. GETTY RLTY CORP NEW | 2024-02-20 | 2025-04-08 | $3,668 | $3,393 | $275 | $275 | |
| 2. HOME DEPOT INC. | 2025-03-26 | 2025-04-08 | $705 | $725 | -$20 | -$20 | |
| 51. MORGAN STANLEY DEAN WITTER DISCOVER & CO | 2024-02-06 | 2025-04-08 | $5,402 | $4,392 | $1,010 | $1,010 | |
| 1. T MOBILE US INC COM | 2023-10-30 | 2025-04-08 | $253 | $142 | $111 | $111 | |
| 4. THERMO ELECTRON CORP | 2025-02-24 | 2025-04-08 | $1,773 | $2,168 | -$395 | -$395 | |
| 13. THERMO ELECTRON CORP | 2025-02-24 | 2025-04-10 | $5,458 | $7,047 | -$1,589 | -$1,589 | |
| 3. THERMO ELECTRON CORP | 2024-11-20 | 2025-04-10 | $1,260 | $1,533 | -$273 | -$273 | |
| 9. THERMO ELECTRON CORP | 2020-09-11 | 2025-04-10 | $3,779 | $3,881 | -$102 | -$102 | |
| 26. VERALTO CORP COM SHS | 2025-01-14 | 2025-04-17 | $2,327 | $2,656 | -$329 | -$329 | |
| 19.99988 VERALTO CORP COM SHS | 2025-04-03 | 2025-04-17 | $1,790 | $2,067 | -$277 | -$277 | |
| 4.00012 VERALTO CORP COM SHS | 2024-11-13 | 2025-04-17 | $358 | $420 | -$62 | -$62 | |
| 33. APPLE COMPUTER INC. | 2019-10-15 | 2025-04-30 | $6,962 | $1,954 | $5,008 | $5,008 | |
| 2. HOME DEPOT INC. | 2019-10-15 | 2025-04-30 | $716 | $471 | $245 | $245 | |
| 1. ASML HOLDING NV NY REG SHS A D R | 2025-02-19 | 2025-04-30 | $664 | $746 | -$82 | -$82 | |
| 9. APPLE COMPUTER INC. | 2019-10-15 | 2025-05-05 | $1,797 | $533 | $1,264 | $1,264 | |
| 1. BERKSHIRE HATHAWAY INC COM USD0.0033 | 2022-05-03 | 2025-05-05 | $506 | $319 | $187 | $187 | |
| 1. COSTCO WHOLESALE CORPORATION | 2020-09-01 | 2025-05-05 | $1,005 | $347 | $658 | $658 | |
| 1. HOME DEPOT INC. | 2025-03-26 | 2025-05-05 | $361 | $363 | -$2 | -$2 | |
| 1. INTUITIVE SURGICAL INC | 2025-03-26 | 2025-05-05 | $526 | $510 | $16 | $16 | |
| 3. J P MORGAN CHASE & CO | 2019-10-15 | 2025-05-05 | $754 | $358 | $396 | $396 | |
| 2. J P MORGAN CHASE & CO | 2020-09-03 | 2025-05-05 | $502 | $201 | $301 | $301 | |
| 24. UBER TECHNOLOGIES INC | 2025-02-19 | 2025-05-05 | $2,057 | $1,932 | $125 | $125 | |
| 1. LINDE PLC SHS | 2025-04-10 | 2025-05-05 | $452 | $433 | $19 | $19 | |
| 1. ASML HOLDING NV NY REG SHS A D R | 2024-12-17 | 2025-05-05 | $689 | $742 | -$53 | -$53 | |
| 17. APPLE COMPUTER INC. | 2019-10-15 | 2025-05-06 | $3,393 | $1,006 | $2,387 | $2,387 | |
| 3. WASTE CONNECTIONS INC | 2025-01-08 | 2025-05-06 | $594 | $520 | $74 | $74 | |
| 6. WASTE CONNECTIONS INC | 2023-12-21 | 2025-05-06 | $1,189 | $881 | $308 | $308 | |
| 13. ALPHABET INC CAP STK CL C | 2025-03-10 | 2025-05-20 | $2,151 | $2,207 | -$56 | -$56 | |
| 4. ALPHABET INC CAP STK CL C | 2025-03-27 | 2025-05-20 | $662 | $665 | -$3 | -$3 | |
| 2. CONSTELLATION ENERGY CORP COM | 2023-12-11 | 2025-05-20 | $584 | $202 | $382 | $382 | |
| 156. KENVUE INC COM | 2024-01-16 | 2025-05-20 | $3,767 | $3,318 | $449 | $449 | |
| 23. PROCTER & GAMBLE CO. | 2024-01-16 | 2025-05-20 | $3,805 | $3,385 | $420 | $420 | |
| 55. KENVUE INC COM | 2024-01-16 | 2025-05-29 | $1,294 | $1,170 | $124 | $124 | |
| 712.378 BROWN ADVISORY SUSTAIN GROWTH INST | 2017-01-03 | 2025-06-09 | $40,000 | $11,882 | $28,118 | $28,118 | |
| 1019.405 BROWN ADVISORY SMALL CAP GROWTH INV | 2019-12-16 | 2025-06-09 | $22,621 | $21,409 | $1,212 | $1,212 | |
| 1859.981 BROWN ADVISORY SMALL CAP GROWTH INV | 2008-12-11 | 2025-06-09 | $41,273 | $17,283 | $23,990 | $23,990 | |
| 5. ALPHABET INC CAP STK CL C | 2025-03-27 | 2025-06-17 | $892 | $831 | $61 | $61 | |
| 69. KENVUE INC COM | 2024-03-05 | 2025-06-17 | $1,484 | $1,337 | $147 | $147 | |
| 5. ALPHABET INC CAP STK CL C | 2025-03-10 | 2025-06-23 | $824 | $849 | -$25 | -$25 | |
| 2. ALPHABET INC CAP STK CL C | 2025-03-27 | 2025-06-23 | $330 | $333 | -$3 | -$3 | |
| 8. ALPHABET INC CAP STK CL C | 2020-09-01 | 2025-06-23 | $1,318 | $654 | $664 | $664 | |
| 22. AUTOMATIC DATA PROCESSING INC. | 2024-03-26 | 2025-06-23 | $6,776 | $4,331 | $2,445 | $2,445 | |
| 1. BOOKING HOLDINGS INC COM | 2025-01-16 | 2025-06-23 | $5,336 | $4,885 | $451 | $451 | |
| 89. KENVUE INC COM | 2019-10-15 | 2025-06-23 | $1,884 | $1,481 | $403 | $403 | |
| 31. PROCTER & GAMBLE CO. | 2021-08-03 | 2025-06-23 | $4,960 | $4,287 | $673 | $673 | |
| 8. UBER TECHNOLOGIES INC | 2025-02-19 | 2025-06-23 | $672 | $568 | $104 | $104 | |
| 17. UBER TECHNOLOGIES INC | 2024-06-14 | 2025-06-23 | $1,428 | $1,191 | $237 | $237 | |
| 5. ACCENTURE PLC | 2024-02-02 | 2025-06-23 | $1,464 | $1,873 | -$409 | -$409 | |
| 3. CONSTELLATION ENERGY CORP COM | 2023-06-05 | 2025-06-30 | $972 | $262 | $710 | $710 | |
| 6. HEICO CORP NEW COM | 2025-04-10 | 2025-06-30 | $1,959 | $1,451 | $508 | $508 | |
| 6. HEICO CORP NEW COM | 2025-04-10 | 2025-06-30 | $1,959 | $1,551 | $408 | $408 | |
| 6. MICROSOFT CORP. | 2019-10-15 | 2025-06-30 | $2,992 | $845 | $2,147 | $2,147 | |
| 3. MICROSOFT CORP. | 2024-01-10 | 2025-06-30 | $1,496 | $1,146 | $350 | $350 | |
| 9. NVIDIA CORP COM | 2024-11-13 | 2025-06-30 | $1,420 | $1,321 | $99 | $99 | |
| 1. ASML HOLDING NV NY REG SHS A D R | 2024-10-18 | 2025-06-30 | $798 | $719 | $79 | $79 | |
| 5. ALPHABET INC CAP STK CL C | 2020-09-01 | 2025-07-01 | $883 | $409 | $474 | $474 | |
| 2. BERKSHIRE HATHAWAY INC COM USD0.0033 | 2025-06-23 | 2025-07-01 | $980 | $971 | $9 | $9 | |
| 9. CONSTELLATION ENERGY CORP COM | 2025-03-25 | 2025-07-01 | $2,772 | $2,029 | $743 | $743 | |
| 4. CONSTELLATION ENERGY CORP COM | 2023-06-05 | 2025-07-01 | $1,232 | $350 | $882 | $882 | |
| 17. NVIDIA CORP COM | 2025-01-31 | 2025-07-01 | $2,612 | $2,108 | $504 | $504 | |
| 7. NVIDIA CORP COM | 2024-11-13 | 2025-07-01 | $1,076 | $1,027 | $49 | $49 | |
| 4. S&P GLOBAL INC COM | 2025-06-09 | 2025-07-01 | $2,118 | $2,056 | $62 | $62 | |
| 2. S&P GLOBAL INC COM | 2025-06-23 | 2025-07-01 | $1,059 | $1,028 | $31 | $31 | |
| 10. ASML HOLDING NV NY REG SHS A D R | 2025-03-25 | 2025-07-21 | $7,250 | $7,363 | -$113 | -$113 | |
| 9. ASML HOLDING NV NY REG SHS A D R | 2025-01-27 | 2025-07-21 | $6,525 | $6,377 | $148 | $148 | |
| 10. BLACKSTONE INC | 2025-06-30 | 2025-07-30 | $1,752 | $1,500 | $252 | $252 | |
| 10. BLACKSTONE INC | 2025-06-30 | 2025-07-30 | $1,752 | $1,500 | $252 | $252 | |
| 5. HEICO CORP NEW COM | 2025-02-24 | 2025-07-30 | $1,630 | $1,146 | $484 | $484 | |
| 5. HEICO CORP NEW COM | 2025-04-10 | 2025-07-30 | $1,630 | $1,216 | $414 | $414 | |
| 2. HOME DEPOT INC. | 2019-10-15 | 2025-07-30 | $743 | $471 | $272 | $272 | |
| 2. HOME DEPOT INC. | 2025-03-26 | 2025-07-30 | $743 | $725 | $18 | $18 | |
| 3. MICROSOFT CORP. | 2019-10-15 | 2025-07-30 | $1,539 | $423 | $1,116 | $1,116 | |
| 3. MICROSOFT CORP. | 2024-01-10 | 2025-07-30 | $1,539 | $1,146 | $393 | $393 | |
| 8. ALPHABET INC CAP STK CL C | 2025-03-10 | 2025-08-11 | $1,614 | $1,358 | $256 | $256 | |
| 5. BERKSHIRE HATHAWAY INC COM USD0.0033 | 2025-05-20 | 2025-08-11 | $2,323 | $2,544 | -$221 | -$221 | |
| 5. BERKSHIRE HATHAWAY INC COM USD0.0033 | 2025-06-23 | 2025-08-11 | $2,323 | $2,428 | -$105 | -$105 | |
| 2. CONSTELLATION ENERGY CORP COM | 2023-06-05 | 2025-08-11 | $660 | $175 | $485 | $485 | |
| 1. MICROSOFT CORP. | 2019-10-15 | 2025-08-11 | $526 | $141 | $385 | $385 | |
| 2. MICROSOFT CORP. | 2024-01-10 | 2025-08-11 | $1,052 | $764 | $288 | $288 | |
| 2. NVIDIA CORP COM | 2025-01-31 | 2025-08-11 | $366 | $248 | $118 | $118 | |
| 2. NVIDIA CORP COM | 2024-11-13 | 2025-08-11 | $366 | $294 | $72 | $72 | |
| 2. ALPHABET INC CAP STK CL C | 2020-09-01 | 2025-08-13 | $407 | $164 | $243 | $243 | |
| 3. BLACKSTONE INC | 2025-06-30 | 2025-08-13 | $526 | $448 | $78 | $78 | |
| 11. DRAFTKINGS INC NEW | 2025-06-17 | 2025-08-13 | $471 | $424 | $47 | $47 | |
| 5. T MOBILE US INC COM | 2025-05-06 | 2025-08-13 | $1,254 | $1,263 | -$9 | -$9 | |
| 5. AMAZON.COM INC | 2025-03-27 | 2025-08-18 | $1,153 | $1,011 | $142 | $142 | |
| 5. BLACKSTONE INC | 2025-06-30 | 2025-08-18 | $846 | $747 | $99 | $99 | |
| 14. DRAFTKINGS INC NEW | 2025-06-17 | 2025-08-18 | $637 | $539 | $98 | $98 | |
| 1. HEICO CORP NEW COM | 2025-01-31 | 2025-08-18 | $306 | $240 | $66 | $66 | |
| 1. HOME DEPOT INC. | 2025-03-26 | 2025-08-18 | $395 | $363 | $32 | $32 | |
| 2. J P MORGAN CHASE & CO | 2020-09-01 | 2025-08-18 | $582 | $199 | $383 | $383 | |
| 2. NVIDIA CORP COM | 2024-11-13 | 2025-08-18 | $363 | $294 | $69 | $69 | |
| 29. UBER TECHNOLOGIES INC | 2024-11-15 | 2025-08-18 | $2,722 | $2,118 | $604 | $604 | |
| 6. VERALTO CORP COM SHS | 2025-06-30 | 2025-08-18 | $642 | $641 | $1 | $1 | |
| 51. ALPHABET INC CAP STK CL C | 2025-04-08 | 2025-08-21 | $10,229 | $8,514 | $1,715 | $1,715 | |
| 45. ALPHABET INC CAP STK CL C | 2020-09-01 | 2025-08-21 | $9,025 | $3,681 | $5,344 | $5,344 | |
| 8. BLACKSTONE INC | 2025-06-30 | 2025-08-21 | $1,308 | $1,196 | $112 | $112 | |
| 4. BLACKSTONE INC | 2020-09-01 | 2025-08-21 | $654 | $181 | $473 | $473 | |
| 8. CONSTELLATION ENERGY CORP COM | 2025-03-25 | 2025-08-21 | $2,505 | $1,803 | $702 | $702 | |
| 13. CONSTELLATION ENERGY CORP COM | 2024-08-15 | 2025-08-21 | $4,070 | $2,495 | $1,575 | $1,575 | |
| 18. CONSTELLATION ENERGY CORP COM | 2023-06-05 | 2025-08-21 | $5,636 | $1,574 | $4,062 | $4,062 | |
| 12. HOME DEPOT INC. | 2020-03-18 | 2025-08-21 | $4,771 | $2,324 | $2,447 | $2,447 | |
| 10. HOME DEPOT INC. | 2020-09-01 | 2025-08-21 | $3,976 | $2,840 | $1,136 | $1,136 | |
| 15. S&P GLOBAL INC COM | 2025-06-23 | 2025-08-21 | $8,308 | $7,708 | $600 | $600 | |
| 4. S&P GLOBAL INC COM | 2025-06-23 | 2025-08-21 | $2,215 | $2,055 | $160 | $160 | |
| 10. S&P GLOBAL INC COM | 2020-12-24 | 2025-08-21 | $5,539 | $3,156 | $2,383 | $2,383 | |
| 24. FISERV INC | 2025-07-01 | 2025-08-26 | $3,290 | $4,140 | -$850 | -$850 | |
| 22. FISERV INC | 2025-07-01 | 2025-08-26 | $3,016 | $3,795 | -$779 | -$779 | |
| 11. FISERV INC | 2025-06-04 | 2025-09-08 | $1,483 | $1,941 | -$458 | -$458 | |
| 10. FISERV INC | 2025-06-04 | 2025-09-08 | $1,348 | $1,764 | -$416 | -$416 | |
| 6. ACCENTURE PLC | 2025-03-17 | 2025-09-08 | $1,530 | $1,952 | -$422 | -$422 | |
| 5. ACCENTURE PLC | 2024-03-01 | 2025-09-08 | $1,275 | $1,835 | -$560 | -$560 | |
| 26. FISERV INC | 2025-08-21 | 2025-09-10 | $3,451 | $4,229 | -$778 | -$778 | |
| 9. FISERV INC | 2025-06-04 | 2025-09-10 | $1,195 | $1,588 | -$393 | -$393 | |
| 28. FISERV INC | 2025-08-21 | 2025-09-10 | $3,717 | $4,608 | -$891 | -$891 | |
| 4. FISERV INC | 2025-06-04 | 2025-09-10 | $531 | $706 | -$175 | -$175 | |
| 4. ACCENTURE PLC | 2025-08-21 | 2025-09-10 | $964 | $1,013 | -$49 | -$49 | |
| 14. ACCENTURE PLC | 2025-04-10 | 2025-09-10 | $3,373 | $4,348 | -$975 | -$975 | |
| 1. ACCENTURE PLC | 2025-03-17 | 2025-09-10 | $241 | $325 | -$84 | -$84 | |
| 16. ACCENTURE PLC | 2024-06-20 | 2025-09-10 | $3,855 | $5,098 | -$1,243 | -$1,243 | |
| 41. ACCENTURE PLC | 2025-08-21 | 2025-09-11 | $9,960 | $11,349 | -$1,389 | -$1,389 | |
| 13. ACCENTURE PLC | 2019-10-15 | 2025-09-11 | $3,158 | $2,421 | $737 | $737 | |
| 27. ACCENTURE PLC | 2025-08-21 | 2025-09-11 | $6,559 | $7,042 | -$483 | -$483 | |
| 21. ACCENTURE PLC | 2024-05-31 | 2025-09-11 | $5,101 | $6,716 | -$1,615 | -$1,615 | |
| 18. FISERV INC | 2025-08-21 | 2025-09-22 | $2,334 | $2,906 | -$572 | -$572 | |
| 16. FISERV INC | 2025-08-21 | 2025-09-22 | $2,075 | $2,408 | -$333 | -$333 | |
| 52. FISERV INC | 2025-08-21 | 2025-09-24 | $6,775 | $7,259 | -$484 | -$484 | |
| 46. FISERV INC | 2025-08-21 | 2025-09-24 | $5,993 | $6,422 | -$429 | -$429 | |
| 6. ABBVIE INC | 2025-07-01 | 2025-10-08 | $1,387 | $1,148 | $239 | $239 | |
| 13. ABBVIE INC | 2025-07-21 | 2025-10-08 | $3,005 | $2,401 | $604 | $604 | |
| 7. AUTOMATIC DATA PROCESSING INC. | 2019-10-15 | 2025-10-08 | $2,038 | $1,147 | $891 | $891 | |
| 2. J P MORGAN CHASE & CO | 2020-09-01 | 2025-10-08 | $615 | $199 | $416 | $416 | |
| 1. ASML HOLDING NV NY REG SHS A D R | 2025-09-11 | 2025-10-08 | $989 | $806 | $183 | $183 | |
| 6. SERVICENOW INC COM USD0.001 | 2025-02-24 | 2025-10-15 | $5,428 | $5,664 | -$236 | -$236 | |
| 6. SERVICENOW INC COM USD0.001 | 2025-08-21 | 2025-10-15 | $5,428 | $5,384 | $44 | $44 | |
| 74. DRAFTKINGS INC NEW | 2025-06-17 | 2025-10-31 | $2,235 | $2,681 | -$446 | -$446 | |
| 69. DRAFTKINGS INC NEW | 2025-06-17 | 2025-10-31 | $2,084 | $2,410 | -$326 | -$326 | |
| 242. CLEARWATER ANALYTICS HLDGS INC CL A | 2025-10-08 | 2025-11-04 | $4,179 | $4,365 | -$186 | -$186 | |
| 217. CLEARWATER ANALYTICS HLDGS INC CL A | 2025-10-08 | 2025-11-04 | $3,747 | $3,914 | -$167 | -$167 | |
| 96. DRAFTKINGS INC NEW | 2025-05-05 | 2025-11-14 | $2,795 | $3,268 | -$473 | -$473 | |
| 87. DRAFTKINGS INC NEW | 2025-05-05 | 2025-11-14 | $2,533 | $2,960 | -$427 | -$427 | |
| 45. HEALTHEQUITY INC COM | 2025-10-31 | 2025-12-08 | $4,146 | $4,183 | -$37 | -$37 | |
| 35. HEALTHEQUITY INC COM | 2025-09-22 | 2025-12-08 | $3,224 | $3,243 | -$19 | -$19 | |
| 8. INTUITIVE SURGICAL INC | 2025-08-13 | 2025-12-08 | $4,603 | $3,929 | $674 | $674 | |
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P | |||||
| CAPITAL GAIN DIVIDENDS | $58,312 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,699 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,699 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,699 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $944 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $944 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,755 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MD | 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 |
| Individual With Books | BROWN ADVISORY | IndividualWithBooksNm |
| Phone | 4105375496 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 S BOND STREET SUITE 400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21231 | 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 |
|---|---|---|---|---|---|---|
| WILLIAM G STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | PRES-TREAS-TTEE | 1 | $0 |
| CAROLINE R STEWART | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | VP-SECRETARY-TTEE | 1 | $0 |
| WILLIAM G STEWART JR | ||||||
| PO BOX 159 | STEVENSON | MD | 21153 | TRUSTEE | 1 | $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 |
| 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 | $1,393,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,450,348 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,450,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,428,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,699 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,699 | TotalTaxAmt |
| Distributable Before Adj | $68,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,731 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,731 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,949 | 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 | $60,949 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,318 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,949 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,318 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,631 | 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 | $66,100 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM STEWART | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GILMAN CENTENNIAL SCHOLARSHIP | ||||||||
| 1800 WEST LOOP SOUTH SUITE 250 | HOUSTON | TX | 77027 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| BOTANICAL GARDEN OF THE PIEMONT | ||||||||
| PO BOX 6224 | CHARLOTTESVILLE | VA | 22906 | NONE | PC | PROGRAM SUPPORT | $500 | |
| STEPHEN STILLER TUNNEL TO TOWERS FDN | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER ST FL 4 | PRINCETON | NJ | 08540 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| LIVING CLASSROOMS FOUNDATION | ||||||||
| 1417 THAMES ST | BALTIMORE | MD | 21231 | NONE | PC | PROGRAM SUPPORT | $500 | |
| ISIDORE NEWMAN SCHOOL | ||||||||
| 1903 JEFFERSON AVE | NEW ORLEANS | LA | 70115 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| TUTORING PLUS OF CAMBRIDGE INC | ||||||||
| 225 WINDSOR ST | CAMBRIDGE | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| FRIENDS OF TOPSFIELD TOWN LIBRARY | ||||||||
| 1 S COMMON ST | TOPSFIELD | MA | 01983 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE CONTEMPORARY AUSTIN MUSEUM | ||||||||
| 700 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | PC | PROGRAM SUPPORT | $900 | |
| UNCW DIV FOR UNIVERSITY ADVANCEMENT | ||||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | NONE | PC | PROGRAM SUPPORT | $500 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 231 SUNSET AVE | SUNNYVALE | CA | 94086 | NONE | PC | PROGRAM SUPPORT | $6,000 | |
| EDENWALD SCHOLARSHIP FUND INC | ||||||||
| 800 SOUTHERLY ROAD BOX 142 | TOWSON | MD | 21286 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SARAH MARSH MEMORIAL FUND | ||||||||
| 1531 THIRD AVENUE NORTH SUITE 100 | Birmingham | AL | 35203 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GOODWILL INDUSTRIES OF CENTRAL TEXAS | ||||||||
| 1015 NORWOOD PARK BLVD | Austin | TX | 78753 | NONE | PC | PROGRAM SUPPORT | $250 | |
| GREATER AUSTIN PERFORMING ART CENTER | ||||||||
| 701 W RIVERSIDE DRIVE | Austin | TX | 78704 | NONE | PC | PROGRAM SUPPORT | $1,050 | |
| WINDRUSH FARM | ||||||||
| 479 LACY STREET | NORTH ANDOVER | MA | 01845 | NONE | PC | PROGRAM SUPPORT | $500 | |
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS ROAD | Baltimore | MD | 21227 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| PENFIELD PUBLIC LIBRARY FOUNDATION | ||||||||
| 1985 BAIRD RD | Penfield | NY | 14526 | NONE | PC | PROGRAM SUPPORT | $1,250 | |
| NATIONAL PARKS FOUNDATION | ||||||||
| 1110 VERMONT AVENUE | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| HELPING UP MISSION IN BALTIMORE | ||||||||
| 1029 E BALTIMORE ST | BALTIMORE | MD | 21202 | NONE | PC | PROGRAM SUPPORT | $2,800 | |
| REACH BEYOND DOMESTIC VIOLENCE INC | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| ALL SAINTS PRESBYTERIAN CHURCH | ||||||||
| 4215 LOCH RAVEN BLVD | BALTIMORE | MD | 21218 | NONE | PC | PROGRAM SUPPORT | $6,500 | |
| AUSTIN DIAPER BANK | ||||||||
| 2210 DENTON DR | AUSTIN | TX | 78758 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| THE THINKERY AUSTIN | ||||||||
| 1830 SIMOND AVE | AUSTIN | TX | 78723 | NONE | PC | PROGRAM SUPPORT | $2,550 | |
| IRVINE NATURE CENTER | ||||||||
| 11201 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PC | PROGRAM SUPPORT | $500 | |
| VALLEY'S PLANNING COUNCIL INC | ||||||||
| 118 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | NONE | PC | PROGRAM SUPPORT | $5,250 | |
| SCIENCE CLUB FOR GIRLS | ||||||||
| 136 MAGAZINE ST | Cambridge | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| JEWISH FAMILY AND CHILDRENS SERVICES | ||||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | NONE | PC | PROGRAM SUPPORT | $2,500 | OBO STEWART FAMILY FOUNDATION |
| POSTPARTUM SUPPORT INTERNATIONAL | ||||||||
| 6706 SW 54TH AVENUE | POSTLAND | OR | 97219 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| GARRISON FOREST SCHOOL | ||||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WBUR 909 FM | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | PROGRAM SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,550 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,725 | 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 | $187,331 | 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 | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $199,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,124 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,399 | Amt |
| Disbursements Charitable Prps | $1,399 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY MUTUAL FUNDS | $399,951 | $823,161 |
| FOREIGN STOCKS | $78,083 | $88,819 |
| COMMON STOCKS | $340,196 | $443,123 |
| PREF. STOCK |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $793 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $68 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $68 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES-PRIN | $4,537 | $4,537 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $54 | $54 | $0 |
| FEDERAL EXCISE TAX | $418 | $0 | $0 |
| QUARTERLY TAX DEPOSIT | $944 | $0 | $0 |