Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
THE STOVER FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET   Room/suite
City or town, state, and ZIP code
BALTIMORE, MD21231
A Employer identification number

27-6189634
B Telephone number (see page 10 of the instructions)

(410) 537-5458
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,486,267J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 24,970 24,742  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,037
b Gross sales price for all assets on line 6a 1,409,841
7 Capital gain net income (from Part IV, line 2)... 12,037
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 37,007 36,779  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 9,667 9,667   0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 908 589   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 7,925     7,925
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,500 10,256 0 7,925
25 Contributions, gifts, grants paid........ 451,000 451,000
26 Total expenses and disbursements. Add lines 24 and 25 469,500 10,256 0 458,925
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -432,493
b Net investment income (if negative, enter -0-) 26,523
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 33,834 33,497 33,497
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,343,755 Click to see attachment1,062,378 1,200,706
c Investments—corporate bonds (attach schedule)........ 383,857 Click to see attachment235,581 252,064
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,761,446 1,331,456 1,486,267
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,761,446 1,331,456
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,761,446 1,331,456
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,761,446 1,331,456
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,761,446
2 Enter amount from Part I, line 27a..................... 2 -432,493
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2,503
4 Add lines 1, 2, and 3.......................... 4 1,331,456
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,331,456
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 7. STERICYCLE INC   2010-02-25 2011-01-07
b 17. STERICYCLE INC   2010-02-25 2011-01-07
c 2. STERICYCLE INC   2010-02-22 2011-01-10
d 40. TRIMBLE NAV LTD   2009-01-16 2011-01-18
e 7939.696 BROWN CARDINAL   2008-12-11 2011-01-25
43. DAVITA INC   2008-05-28 2011-01-31
2300. ISHARES TR MSCI EAFE INDEX FD   2009-05-14 2011-02-09
30079.203 BROWN ADVISORY VALUE EQUITY FUND   2008-06-16 2011-02-10
2613.24 BROWN ADVISORY VALUE EQUITY FUND   2010-04-20 2011-02-10
25. DEERE & CO.   2011-02-10 2011-02-11
1181.687 T ROWE PRICE NEW ASIA FUND #39   2010-12-16 2011-02-11
405. ROWE T PRICE INTL FDS LATIN AMER #97   2010-12-16 2011-02-11
1.739 ROWE T PRICE INTL FDS LATIN AMER #97   2010-04-20 2011-02-14
114. CISCO SYSTEMS   2008-05-02 2011-02-15
30. NORTHROP GRUMMAN CORP   2011-02-10 2011-02-15
107. CISCO SYSTEMS   2008-05-28 2011-02-17
53. ASSURANT INC   2011-02-10 2011-02-22
25. QUALCOMM CORP.   2011-02-10 2011-02-22
25. SNAP-ON INC   2011-02-10 2011-02-22
82. ASSURANT INC   2011-02-10 2011-02-23
20. SNAP-ON INC   2011-02-10 2011-02-23
20. SNAP-ON INC   2011-02-10 2011-02-24
13. ALLERGAN INC   2007-08-22 2011-02-28
56. ALLERGAN INC   2007-08-22 2011-02-28
5. ALLERGAN INC   2010-03-02 2011-02-28
10. ALLERGAN INC   2009-11-16 2011-03-01
16. ALLERGAN INC   2010-03-02 2011-03-01
37. ALLERGAN INC   2009-11-16 2011-03-01
60. ALLERGAN INC   2010-02-25 2011-03-02
85. ALLERGAN INC   2009-07-16 2011-03-02
30. CANADIAN NATURAL RESOURCES LTD   2009-11-19 2011-03-04
1. CANADIAN NATURAL RESOURCES LTD   2010-10-29 2011-03-04
19. FMC TECHNOLOGIES INC   2011-02-15 2011-03-04
20. NATIONAL-OILWELL INC   2011-02-10 2011-03-04
5. FMC TECHNOLOGIES INC   2010-10-29 2011-03-07
5. FMC TECHNOLOGIES INC   2011-02-15 2011-03-07
130. CISCO SYSTEMS   2006-11-06 2011-03-08
30. AIR PRODUCTS & CHEMICALS INC.   2011-02-10 2011-03-15
92. CISCO SYSTEMS   2008-02-14 2011-03-15
38. CISCO SYSTEMS   2008-02-14 2011-03-16
61. CISCO SYSTEMS   2010-09-03 2011-03-16
15. NATIONAL-OILWELL INC   2011-02-10 2011-03-22
105. CISCO SYSTEMS   2010-11-12 2011-03-29
175. CISCO SYSTEMS   2008-10-17 2011-03-29
75. DEERE & CO.   2011-02-10 2011-03-30
55. MCCORMICK & CO. INC. (NON-VOTING)   2011-02-10 2011-03-30
60. NATIONAL-OILWELL INC   2011-02-10 2011-03-30
23. HUNTINGTON INGALLS INDUSTRIE   2011-02-10 2011-04-04
12. COVANCE INC   2010-03-02 2011-04-05
34. COVANCE INC   2010-03-02 2011-04-05
2. INTUITIVE SURGICAL INC   2011-01-07 2011-04-05
8. INTUITIVE SURGICAL INC   2010-08-23 2011-04-05
3. MASTERCARD INC   2010-05-24 2011-04-05
7. MASTERCARD INC   2010-02-04 2011-04-05
40. DIAMOND OFFSHORE DRILLING   2011-02-10 2011-04-12
30. EXXON MOBIL CORP   2011-02-10 2011-04-12
.3333 HUNTINGTON INGALLS INDUSTRIE   2011-02-10 2011-04-13
23. FMC TECHNOLOGIES INC   2010-10-29 2011-04-15
12. SCHLUMBERGER LTD.   2006-12-19 2011-04-15
30. CANADIAN NATURAL RESOURCES LTD   2009-11-19 2011-04-26
76. TRIMBLE NAV LTD   2009-01-16 2011-04-29
16. TRIMBLE NAV LTD   2009-01-16 2011-05-02
31. TRIMBLE NAV LTD   2009-01-16 2011-05-03
20. AMERICAN EXPRESS CO.   2011-02-10 2011-05-04
25. EXXON MOBIL CORP   2011-02-10 2011-05-04
20. SNAP-ON INC   2011-02-10 2011-05-04
45. TRIMBLE NAV LTD   2009-03-17 2011-05-04
12. COACH INC   2011-03-15 2011-05-05
7. COACH INC   2009-03-11 2011-05-05
21. COACH INC   2011-03-15 2011-05-05
14. COSTCO WHOLESALE CORPORATION   2009-05-29 2011-05-05
51. TRIMBLE NAV LTD   2009-03-17 2011-05-05
19. SNAP-ON INC   2011-02-10 2011-05-06
66. SNAP-ON INC   2011-02-10 2011-05-09
16. CITRIX SYSTEMS INC   2008-10-17 2011-05-11
94. ABB LTD SPON ADR   2010-12-31 2011-05-26
51. ABB LTD SPON ADR   2010-04-26 2011-05-26
54. AMPHENOL CORP - CL A   2010-04-21 2011-05-26
18. ANSYS INC   2010-12-31 2011-05-26
29. ANSYS INC   2011-01-18 2011-05-26
14. APPLE COMPUTER INC.   2008-11-10 2011-05-26
80. BANK OF NEW YORK MELLON CORP   2008-06-16 2011-05-26
66. CANADIAN NATURAL RESOURCES LTD   2009-05-04 2011-05-26
37. CITRIX SYSTEMS INC   2008-10-17 2011-05-26
52. COACH INC   2009-03-11 2011-05-26
38. COGNIZANT TECH SOLUTIONS CRP COM   2010-06-02 2011-05-26
38. COSTCO WHOLESALE CORPORATION   2009-05-29 2011-05-26
60. COVANCE INC   2009-12-31 2011-05-26
37. DANAHER CORP   2008-05-28 2011-05-26
16. DANAHER CORP   2010-11-30 2011-05-26
35. DAVITA INC   2011-03-02 2011-05-26
64. EXPRESS SCRIPTS INC-CL A   2011-04-05 2011-05-26
35. FMC TECHNOLOGIES INC   2010-10-29 2011-05-26
37. FMC TECHNOLOGIES INC   2010-05-10 2011-05-26
26.99903 FLUOR CORP NEW COM   2011-03-04 2011-05-26
28.00097 FLUOR CORP NEW COM   2011-03-07 2011-05-26
2.99991 GOOGLE INC CL A   2010-03-08 2011-05-26
4. GOOGLE INC CL A   2011-05-05 2011-05-26
2.00009 GOOGLE INC CL A   2010-03-08 2011-05-26
38. IDEXX LABORATORIES CORP   2008-11-10 2011-05-26
6. INTUITIVE SURGICAL INC   2010-10-20 2011-05-26
4. INTUITIVE SURGICAL INC   2011-01-07 2011-05-26
12. MASTERCARD INC   2010-05-24 2011-05-26
50. MCCORMICK & CO. INC. (NON-VOTING)   2011-02-10 2011-05-26
17. MEAD JOHNSON NUTRITION CO   2011-01-18 2011-05-26
31. MEAD JOHNSON NUTRITION CO   2010-12-07 2011-05-26
57. NATIONAL INSTRS CORP   2011-05-03 2011-05-26
19. NETAPP INC   2007-12-21 2011-05-26
34. NETAPP INC   2011-02-17 2011-05-26
12193.153 BROWN ADVISORY INTERMED INCOME FUND   2008-12-11 2011-05-26
141.649 BROWN ADVISORY INTERMED INCOME FUND   2010-12-09 2011-05-26
69. QUALCOMM CORP.   2009-08-31 2011-05-26
43. ROPER INDUSTRIES INC NEW   2009-10-27 2011-05-26
14. SALESFORCE COM INC   2009-02-10 2011-05-26
38. SCHLUMBERGER LTD.   2006-12-19 2011-05-26
172. CHARLES SCHWAB CORP.   2008-06-16 2011-05-26
34. STERICYCLE INC   2010-02-22 2011-05-26
31. URBAN OUTFITTERS INC   2010-05-26 2011-05-26
63. URBAN OUTFITTERS INC   2010-05-24 2011-05-26
58. ACCENTURE PLC CL A   2008-01-09 2011-05-26
133. GENPACT LIMITED   2010-04-15 2011-05-26
15. NORTHROP GRUMMAN CORP   2011-02-10 2011-06-02
20. ACCENTURE PLC CL A   2011-02-10 2011-06-02
70. ABB LTD SPON ADR   2010-04-26 2011-06-13
30. AIR PRODUCTS & CHEMICALS INC.   2011-02-10 2011-06-13
23. DANAHER CORP   2008-05-28 2011-06-13
6. MASTERCARD INC   2008-09-25 2011-06-13
37. QUALCOMM CORP.   2009-08-31 2011-06-13
72. AIR PRODUCTS & CHEMICALS INC.   2011-02-10 2011-06-14
60. EXXON MOBIL CORP   2011-02-10 2011-06-14
30. AIR PRODUCTS & CHEMICALS INC.   2011-02-10 2011-06-15
33. AIR PRODUCTS & CHEMICALS INC.   2011-02-10 2011-06-16
45. ACCENTURE PLC CL A   2011-02-10 2011-06-20
25. ACCENTURE PLC CL A   2011-02-10 2011-06-21
40. NORTHROP GRUMMAN CORP   2011-02-10 2011-06-22
65. WALGREEN CO.   2011-02-10 2011-06-22
25. AMERICAN EXPRESS CO.   2011-02-10 2011-06-23
6. DAVITA INC   2008-05-28 2011-06-23
4. DAVITA INC   2011-02-28 2011-06-23
16. ROPER INDUSTRIES INC NEW   2009-10-26 2011-06-23
9. STERICYCLE INC   2010-02-04 2011-06-23
4. DAVITA INC   2008-05-28 2011-06-24
6. DAVITA INC   2008-10-17 2011-06-24
1. ROPER INDUSTRIES INC NEW   2008-10-17 2011-06-24
8. STERICYCLE INC   2010-02-04 2011-06-24
15. ACCENTURE PLC CL A   2011-02-10 2011-06-24
125. ACCENTURE PLC CL A   2011-02-10 2011-06-28
46. ACCENTURE PLC CL A   2008-01-09 2011-06-28
15. NORTHROP GRUMMAN CORP   2011-02-10 2011-07-08
1. APPLE COMPUTER INC.   2008-11-10 2011-07-14
3. APPLE COMPUTER INC.   2011-06-13 2011-07-14
60. WALGREEN CO.   2011-02-10 2011-07-21
70. NORTHROP GRUMMAN CORP   2011-02-10 2011-07-26
195. OWENS ILLINOIS INC NEW   2011-06-15 2011-07-29
135. MEDTRONIC INC.   2011-02-10 2011-08-02
97. ABB LTD SPON ADR   2009-09-25 2011-08-03
23. ABB LTD SPON ADR   2009-09-25 2011-08-03
4. APPLE COMPUTER INC.   2008-11-10 2011-08-03
3. APPLE COMPUTER INC.   2008-10-21 2011-08-03
60. BANK OF NEW YORK MELLON CORP   2006-11-30 2011-08-03
2. GOOGLE INC CL A   2010-03-08 2011-08-03
1. GOOGLE INC CL A   2010-04-26 2011-08-03
70. MEDTRONIC INC.   2011-02-10 2011-08-04
187. BANK OF NEW YORK MELLON CORP   2010-03-02 2011-08-05
32. MEDTRONIC INC.   2011-02-10 2011-08-05
14. BANK OF NEW YORK MELLON CORP   2010-06-03 2011-08-08
136. BANK OF NEW YORK MELLON CORP   2010-10-18 2011-08-08
37. BANK OF NEW YORK MELLON CORP   2010-06-03 2011-08-08
120. MEDTRONIC INC.   2011-02-10 2011-08-08
123. MEDTRONIC INC.   2011-02-10 2011-08-09
110. BANK OF NEW YORK MELLON CORP   2011-02-10 2011-08-18
200. CISCO SYSTEMS   2011-02-10 2011-08-18
100. DELL INC   2011-03-30 2011-08-18
42. LENNOX INTL INC   2011-06-14 2011-08-18
5. MASTERCARD INC   2008-10-17 2011-08-18
110. CA INC   2011-02-10 2011-08-19
218. LENNOX INTL INC   2011-07-29 2011-08-19
20. MEAD JOHNSON NUTRITION CO   2010-12-07 2011-08-19
440. BANK OF NEW YORK MELLON CORP   2011-02-10 2011-08-23
113. URBAN OUTFITTERS INC   2010-05-25 2011-08-23
98. URBAN OUTFITTERS INC   2010-05-25 2011-08-24
11. URBAN OUTFITTERS INC   2010-05-25 2011-08-24
30. URBAN OUTFITTERS INC   2010-09-29 2011-08-24
113. URBAN OUTFITTERS INC   2010-08-05 2011-08-24
57. URBAN OUTFITTERS INC   2011-03-08 2011-08-25
11. URBAN OUTFITTERS INC   2010-08-05 2011-08-25
72. URBAN OUTFITTERS INC   2011-03-29 2011-08-25
17. V F CORP.   2011-02-24 2011-08-29
30. ACE LTD   2011-02-10 2011-08-29
10. IDEXX LABORATORIES CORP   2008-11-10 2011-08-31
10. IDEXX LABORATORIES CORP   2008-11-10 2011-09-01
10. V F CORP.   2011-02-10 2011-09-08
20. V F CORP.   2011-02-10 2011-09-15
19. FMC TECHNOLOGIES INC   2011-06-23 2011-09-16
7. FMC TECHNOLOGIES INC   2011-06-23 2011-09-16
13. FMC TECHNOLOGIES INC   2011-06-23 2011-09-16
5. APPLE COMPUTER INC.   2008-10-21 2011-09-21
39. ABB LTD SPON ADR   2009-09-25 2011-09-22
5. ABB LTD SPON ADR   2009-09-25 2011-09-22
45. ABB LTD SPON ADR   2009-09-25 2011-09-22
3. INTUITIVE SURGICAL INC   2010-11-30 2011-09-22
8. STERICYCLE INC   2011-08-03 2011-09-22
14. GENPACT LIMITED   2010-10-19 2011-09-22
49. GENPACT LIMITED   2010-06-03 2011-09-22
2. STERICYCLE INC   2011-08-03 2011-09-23
28. GENPACT LIMITED   2010-10-19 2011-09-23
53. V F CORP.   2011-02-10 2011-09-30
2. APPLE COMPUTER INC.   2008-10-21 2011-10-04
2. APPLE COMPUTER INC.   2008-10-21 2011-10-06
2. APPLE COMPUTER INC.   2008-10-21 2011-10-06
4. APPLE COMPUTER INC.   2008-10-21 2011-10-10
130. CISCO SYSTEMS   2011-02-10 2011-10-12
30. WALGREEN CO.   2011-02-10 2011-10-12
130. CISCO SYSTEMS   2011-02-10 2011-10-19
20. DIAMOND OFFSHORE DRILLING   2011-02-10 2011-10-19
45. MCCORMICK & CO. INC. (NON-VOTING)   2011-02-10 2011-10-19
35. WALGREEN CO.   2011-02-10 2011-10-19
55. CISCO SYSTEMS   2011-02-10 2011-10-20
80. PEPSICO INC.   2011-08-08 2011-10-20
100. WALGREEN CO.   2011-02-10 2011-10-20
65. CISCO SYSTEMS   2011-02-10 2011-10-21
7. INTUITIVE SURGICAL INC   2010-11-30 2011-10-21
26. ACCENTURE PLC CL A   2008-01-09 2011-10-21
95. DELL INC   2011-02-10 2011-10-27
135. WALGREEN CO.   2011-08-29 2011-10-27
128. ABB LTD SPON ADR   2009-09-25 2011-10-28
11. CITRIX SYSTEMS INC   2011-08-03 2011-10-28
17. CITRIX SYSTEMS INC   2008-10-17 2011-10-28
13. CITRIX SYSTEMS INC   2011-08-03 2011-10-28
16. COGNIZANT TECH SOLUTIONS CRP COM   2011-06-28 2011-10-28
4. COGNIZANT TECH SOLUTIONS CRP COM   2010-06-02 2011-10-28
2. INTUITIVE SURGICAL INC   2010-11-30 2011-10-28
1. INTUITIVE SURGICAL INC   2009-02-09 2011-10-28
260. CISCO SYSTEMS   2011-06-23 2011-11-02
100. AMERICAN EAGLE OUTFITTERS INC NEW COM   2011-02-10 2011-11-03
90. AMERICAN EAGLE OUTFITTERS INC NEW COM   2011-02-10 2011-11-09
60. CHUBB CORP.   2011-02-10 2011-11-10
35. ACE LTD   2011-02-10 2011-11-10
38. ANSYS INC   2011-03-16 2011-11-21
30. KOHLS CORP   2011-03-30 2011-11-21
35. KOHLS CORP   2011-03-30 2011-11-29
95. LOWES COS INC   2011-02-10 2011-11-29
80. AMERICAN EAGLE OUTFITTERS INC NEW COM   2011-02-10 2011-11-30
10. COVANCE INC   2009-10-30 2011-11-30
12. COVANCE INC   2009-10-30 2011-12-01
8. COVANCE INC   2009-10-30 2011-12-02
14. FMC TECHNOLOGIES INC   2011-06-23 2011-12-12
36. FMC TECHNOLOGIES INC   2010-05-27 2011-12-12
105. DIAMOND OFFSHORE DRILLING   2011-02-10 2011-12-16
145.179 AMERICAN EUROPACIFIC GRTH F2   2010-12-22 2011-12-19
.32478 OAKMARK INTL SMALL CAP CL I   2010-12-22 2011-12-19
427.02522 OAKMARK INTL SMALL CAP CL I   2010-12-22 2011-12-19
42.73865 LAUDUS MONDRIAN EMG MKT INS   2010-04-20 2011-12-19
1202.59135 LAUDUS MONDRIAN EMG MKT INS   2010-04-20 2011-12-19
552.614 BROWN ADVISORY INTERMED INCOME FUND   2011-12-08 2011-12-19
1665.665 BROWN ADVISORY INTERMED INCOME FUND   2007-04-17 2011-12-19
182.96941 BROWN ADV SMALL CAP GROWTH FUND   2007-06-06 2011-12-19
2162.61259 BROWN ADV SMALL CAP GROWTH FUND   2007-12-12 2011-12-19
319.00049 BROWN ADV SMALL CAP FND VAL I   2011-01-25 2011-12-19
1111.61551 BROWN ADV SMALL CAP FND VAL I   2011-01-25 2011-12-19
186.637 SCOUT INTERNATIONAL FUND   2010-12-22 2011-12-19
105. CA INC   2011-02-10 2011-12-21
85. KOHLS CORP   2011-08-19 2011-12-22
46. MEAD JOHNSON NUTRITION CO   2010-12-07 2011-12-22
28. MEAD JOHNSON NUTRITION CO   2010-12-31 2011-12-22
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 545   387 158
b 1,322   931 391
c 154   109 45
d 1,767   719 1,048
e 99,564   111,940 -12,376
3,178   2,401 777
140,596   101,821 38,775
374,185   439,722 -65,537
32,509   30,000 2,509
2,380   2,354 26
21,046   20,176 870
21,708   20,007 1,701
94   86 8
2,123   3,062 -939
2,066   2,129 -63
1,998   2,802 -804
2,166   2,101 65
1,450   1,417 33
1,468   1,483 -15
3,322   3,250 72
1,152   1,186 -34
1,121   1,186 -65
961   798 163
4,133   3,414 719
369   302 67
736   600 136
1,177   966 211
2,723   2,179 544
4,272   3,422 850
6,071   4,594 1,477
1,517   1,001 516
51   36 15
1,815   1,672 143
1,622   1,556 66
478   363 115
478   440 38
2,362   3,213 -851
2,570   2,662 -92
1,596   2,196 -600
657   901 -244
1,054   1,284 -230
1,182   1,167 15
1,816   2,151 -335
3,027   3,218 -191
7,070   7,062 8
2,617   2,461 156
4,859   4,667 192
928   945 -17
708   702 6
2,007   1,902 105
711   533 178
2,844   2,358 486
789   645 144
1,841   1,587 254
3,044   2,817 227
2,497   2,464 33
13   14 -1
1,047   836 211
1,044   815 229
1,383   853 530
3,549   1,160 2,389
745   244 501
1,376   473 903
992   914 78
2,126   2,054 72
1,211   1,186 25
1,842   645 1,197
712   621 91
415   98 317
1,244   1,087 157
1,129   672 457
2,208   713 1,495
1,144   1,127 17
3,976   3,914 62
1,317   347 970
2,456   2,120 336
1,332   1,062 270
2,882   2,553 329
1,021   952 69
1,645   1,599 46
4,697   1,338 3,359
2,196   3,372 -1,176
2,778   1,608 1,170
3,135   803 2,332
3,293   725 2,568
2,854   1,889 965
3,056   1,825 1,231
3,495   3,183 312
1,984   1,457 527
858   689 169
2,930   2,806 124
3,813   3,653 160
1,541   1,272 269
1,629   1,178 451
1,817   1,916 -99
1,885   1,976 -91
1,553   1,691 -138
2,071   2,151 -80
1,036   1,127 -91
2,988   1,499 1,489
2,067   1,542 525
1,378   1,066 312
3,386   2,390 996
2,463   2,238 225
1,142   1,072 70
2,083   1,944 139
1,636   1,722 -86
1,060   481 579
1,898   1,807 91
138,392   129,087 9,305
1,608   1,582 26
3,945   3,194 751
3,527   2,233 1,294
2,129   388 1,741
3,225   2,455 770
2,967   3,820 -853
3,032   1,848 1,184
937   1,145 -208
1,904   2,268 -364
3,303   2,011 1,292
2,113   2,398 -285
953   962 -9
1,135   1,060 75
1,757   1,426 331
2,756   2,662 94
1,181   878 303
1,602   1,176 426
2,011   1,713 298
6,708   6,389 319
4,839   4,928 -89
2,756   2,662 94
2,976   2,928 48
2,422   2,384 38
1,374   1,325 49
2,672   2,565 107
2,784   2,753 31
1,219   1,143 76
506   313 193
337   317 20
1,304   823 481
783   488 295
334   209 125
500   311 189
82   44 38
683   434 249
851   795 56
7,467   6,623 844
2,742   1,560 1,182
1,009   962 47
358   96 262
1,074   981 93
2,453   2,542 -89
4,573   4,489 84
4,555   6,048 -1,493
4,653   5,324 -671
2,209   1,958 251
524   464 60
1,546   382 1,164
1,172   285 887
1,451   2,369 -918
1,176   1,167 9
594   533 61
2,345   2,761 -416
4,304   5,837 -1,533
1,043   1,262 -219
314   387 -73
2,883   3,610 -727
784   1,013 -229
3,869   4,733 -864
3,834   4,851 -1,017
2,153   3,471 -1,318
3,015   3,854 -839
1,328   1,447 -119
1,203   1,865 -662
1,550   810 740
2,088   2,735 -647
6,154   9,497 -3,343
1,358   1,254 104
8,343   13,882 -5,539
2,988   4,057 -1,069
2,509   3,514 -1,005
284   394 -110
772   991 -219
2,908   3,782 -874
1,384   1,834 -450
267   358 -91
1,758   2,186 -428
1,951   1,615 336
1,922   1,905 17
801   348 453
783   348 435
1,186   881 305
2,479   1,762 717
821   765 56
302   282 20
561   523 38
2,093   474 1,619
650   787 -137
83   101 -18
751   908 -157
1,089   769 320
628   651 -23
209   243 -34
733   862 -129
158   163 -5
413   486 -73
6,549   4,670 1,879
716   190 526
765   190 575
749   190 559
1,538   379 1,159
2,240   2,505 -265
1,002   1,271 -269
2,251   2,505 -254
1,196   1,409 -213
2,189   2,014 175
1,179   1,483 -304
938   1,060 -122
4,961   5,270 -309
3,365   4,236 -871
1,134   1,253 -119
2,902   1,789 1,113
1,501   882 619
1,526   1,325 201
4,560   5,329 -769
2,548   2,577 -29
811   771 40
1,239   369 870
948   904 44
1,207   1,167 40
302   199 103
876   511 365
438   114 324
4,595   4,622 -27
1,399   1,514 -115
1,223   1,363 -140
4,015   3,545 470
2,459   2,223 236
2,190   1,965 225
1,608   1,585 23
1,844   1,850 -6
2,304   2,318 -14
1,117   1,211 -94
458   517 -59
546   620 -74
363   408 -45
696   563 133
1,789   1,123 666
5,668   7,396 -1,728
5,000   6,050 -1,050
4   5 -1
4,996   5,995 -999
343   381 -38
9,657   10,715 -1,058
6,228   6,211 17
18,772   17,606 1,166
2,340   2,527 -187
27,660   30,542 -2,882
4,460   4,922 -462
15,540   17,152 -1,612
5,000   5,991 -991
2,084   2,611 -527
4,198   4,379 -181
2,924   2,869 55
1,780   1,744 36
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       158
b       391
c       45
d       1,048
e       -12,376
      777
      38,775
      -65,537
      2,509
      26
      870
      1,701
      8
      -939
      -63
      -804
      65
      33
      -15
      72
      -34
      -65
      163
      719
      67
      136
      211
      544
      850
      1,477
      516
      15
      143
      66
      115
      38
      -851
      -92
      -600
      -244
      -230
      15
      -335
      -191
      8
      156
      192
      -17
      6
      105
      178
      486
      144
      254
      227
      33
      -1
      211
      229
      530
      2,389
      501
      903
      78
      72
      25
      1,197
      91
      317
      157
      457
      1,495
      17
      62
      970
      336
      270
      329
      69
      46
      3,359
      -1,176
      1,170
      2,332
      2,568
      965
      1,231
      312
      527
      169
      124
      160
      269
      451
      -99
      -91
      -138
      -80
      -91
      1,489
      525
      312
      996
      225
      70
      139
      -86
      579
      91
      9,305
      26
      751
      1,294
      1,741
      770
      -853
      1,184
      -208
      -364
      1,292
      -285
      -9
      75
      331
      94
      303
      426
      298
      319
      -89
      94
      48
      38
      49
      107
      31
      76
      193
      20
      481
      295
      125
      189
      38
      249
      56
      844
      1,182
      47
      262
      93
      -89
      84
      -1,493
      -671
      251
      60
      1,164
      887
      -918
      9
      61
      -416
      -1,533
      -219
      -73
      -727
      -229
      -864
      -1,017
      -1,318
      -839
      -119
      -662
      740
      -647
      -3,343
      104
      -5,539
      -1,069
      -1,005
      -110
      -219
      -874
      -450
      -91
      -428
      336
      17
      453
      435
      305
      717
      56
      20
      38
      1,619
      -137
      -18
      -157
      320
      -23
      -34
      -129
      -5
      -73
      1,879
      526
      575
      559
      1,159
      -265
      -269
      -254
      -213
      175
      -304
      -122
      -309
      -871
      -119
      1,113
      619
      201
      -769
      -29
      40
      870
      44
      40
      103
      365
      324
      -27
      -115
      -140
      470
      236
      225
      23
      -6
      -14
      -94
      -59
      -74
      -45
      133
      666
      -1,728
      -1,050
      -1
      -999
      -38
      -1,058
      17
      1,166
      -187
      -2,882
      -462
      -1,612
      -991
      -527
      -181
      55
      36
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 12,037
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 66,843 1,752,466 0.038142
2009 0 883,931 0.0
2008      
2007      
2006      
2 Total of line 1, column (d) ...................... 2 0.038142
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.019071
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 1,779,952
5 Multiply line 4 by line 3....................... 5 33,945
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 265
7 Add lines 5 and 6......................... 7 34,210
8 Enter qualifying distributions from Part XII, line 4.............. 8 458,925
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 265
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 265
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 265
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 544
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 544
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 279
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet268 Refunded Bullet 11 11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMD
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBROWN ADVISORY Telephone no.bullet (410) 537-5458
    Located atbullet901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4bullet21231
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOHN MATTHEW STOVER PRESIDENT
    0     		0    
    901 S BOND STREET
    BALTIMORE,MD21231
    DEBRA ROGERS STOVER VICE PRESIDENT
    0     		0    
    901 S BOND STREET
    BALTIMORE,MD21231
    JOHN C POULTON TREASURER
    0     		0    
    901 S BOND STREET
    BALTIMORE,MD21231
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,708,722
    b
    Average of monthly cash balances.......................
    1b
    98,336
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,807,058
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,807,058
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    27,106
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,779,952
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    88,998
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    88,998
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    265
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    265
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    88,733
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    88,733
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    88,733
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    458,925
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    458,925
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    265
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    458,660
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 88,733
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 20,142
    b Total for prior years:2009, 20, 20 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 0
    b From 2007....... 0
    c From 2008....... 0
    d From 2009....... 0
    e From 2010....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 458,925
    a Applied to 2010, but not more than line 2a 20,142
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2011 distributable amount..... 88,733
    e Remaining amount distributed out of corpus 350,050
    5 Excess distributions carryover applied to 2011. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 350,050
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		350,050
    10 Analysis of line 9:
    a Excess from 2007.... 0
    b Excess from 2008.... 0
    c Excess from 2009.... 0
    d Excess from 2010.... 0
    e Excess from 2011.... 350,050
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    MCDONOGH SCHOOL
    P O BOX 380
    OWINGS MILLS,MD21117     		NONE PUBLIC CHARITY GENERAL 100,000
    CAMPUS CRUSADES FOR CHRIST
    P O BOX 628222
    ORLANDO,FL358628222     		NONE PUBLIC CHARITY GENERAL 1,000
    NEW TRIBES MISSION
    1000 E FIRST STREET
    SANFORD,FL32771     		NONE PUBLIC CHARITY GENERAL 5,000
    LOUISIANA TECH UNIVERSITY
    PO BOX 3183
    RUSTON,LA712720001     		NONE PUBLIC CHARITY ATHLETICS-JIM DAVISON 15,000
    GRACE FELLOWSHIP CHURCH
    9505 DEERECO ROAD
    TIMONIUM,MD21093     		NONE PUBLIC CHARITY GENERAL 15,000
    SEARCH MINISTRIES
    5038 DORSEY HALL DRIVE
    ELLICOTT CITY,MD21042     		NONE PUBLIC CHARITY GENERAL 5,000
    KINGDOM RAIN INC
    PO BOX 19063
    BALTIMORE,MD21286     		NONE PUBLIC CHARITY GENERAL 10,000
    PLAYERS PHILANTHROPIC FUND
    2 HOPKINS PL 5TH FLR
    BALTIMORE,MD21201     		NONE DONOR ADVISED FUND GENERAL FUND 300,000
    Total .................................bullet 3a 451,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 24,970  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 12,037  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   37,007  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1337,007
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS    
    FIXED INCOME MUTUAL FDS 235,581 252,064

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 694,186 817,669
    EQUITY MUTUAL FUNDS 244,621 245,671
    FOREIGN STOCK 123,571 137,366

    TY 2011 OtherExpensesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 7,925 0   7,925


    TY 2011 OtherIncreasesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Description Amount
    2010 GIFT REFUNDED 2,500
    ROUNDING 3


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-PRIN 9,657 9,657    
    OTHER NONALLOCABLE EXPENSES - 10 10    


    TY 2011 TaxesSchedule
    Name:
    THE STOVER FAMILY FOUNDATION
    EIN: 27-6189634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 293 293   0
    FEDERAL EXCISE TAX 319 0   0
    FOREIGN TAXES ON QUALIFIED FOR 296 296   0