-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
09-01-2019
, and ending
08-31-2020
Name of foundation
BROWN ADVISORY CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
901 SOUTH BOND STREET SUITE 400
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE
,
MD
21231
A Employer identification number
01-0912891
B
Telephone number (see instructions)
(443) 873-5256
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
328,719
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
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 instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,247,047
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
207
207
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
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
........
1,247,254
207
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)
.......
998
499
0
499
c
Other professional fees (attach schedule)
....
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
69
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)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,067
499
0
499
25
Contributions, gifts, grants paid
.......
1,145,794
1,145,794
26
Total expenses and disbursements.
Add lines 24 and 25
1,146,861
499
0
1,146,293
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
100,393
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
228,026
328,719
328,719
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
228,026
328,719
328,719
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
228,026
328,719
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
228,026
328,719
30
Total liabilities and net assets/fund balances
(see instructions)
.
228,026
328,719
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
228,026
2
Enter amount from Part I, line 27a
.....................
2
100,393
3
Other increases not included in line 2 (itemize)
3
300
4
Add lines 1, 2, and 3
..........................
4
328,719
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
328,719
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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 instructions). If (loss), enter -0-
in Part I, line 8
...................
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?
Yes
No
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 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))
2018
1,201,129
138,967
8.643268
2017
1,204,351
164,647
7.314746
2016
936,065
67,334
13.901818
2015
1,021,373
66,735
15.304907
2014
1,000,599
37,261
26.853788
2
Total
of line 1, column (d)
.....................
2
72.018527
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
14.403705
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
162,689
5
Multiply line 4 by line 3
......................
5
2,343,324
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
2,343,324
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,146,293
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.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and 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
0
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
0
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
0
Refunded
11
0
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 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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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 instructions)
MD
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
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
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
CATHERINE P MCDONNELL
Telephone no.
(443) 873-5256
Located at
901 S BOND ST STE 400
BALTIMORE
MD
ZIP+4
21231
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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 instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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 instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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 instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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 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
BRETT D ROGERS
SECRETARY
1
0
901 S BOND ST STE 400
BALTIMORE
,
MD
21231
MICHAEL D HANKIN
DIRECTOR
1
0
901 S BOND ST STE 400
BALTIMORE
,
MD
21231
DAVID M CHURCHILL
TREASURER
1
0
901 S BOND ST STE 400
BALTIMORE
,
MD
21231
THOMAS D SCHWEIZER
VICE PRESIDENT
1
0
901 S BOND ST STE 400
BALTIMORE
,
MD
21231
CATHERINE P MCDONNELL
PRESIDENT
1
0
901 S BOND ST STE 400
BALTIMORE
,
MD
21231
2
Compensation of five highest-paid employees (other than those included on line 1—see 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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see 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
.............
0
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
Part IX-B
Summary of Program-Related Investments
(see 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 instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see 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
0
b
Average of monthly cash balances
.......................
1b
165,166
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
165,166
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
165,166
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
2,477
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
162,689
6
Minimum investment return.
Enter 5% of line 5
..................
6
8,134
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
8,134
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
0
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
8,134
4
Recoveries of amounts treated as qualifying distributions
................
4
300
5
Add lines 3 and 4
............................
5
8,434
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
8,434
Part XII
Qualifying Distributions
(see 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
1,146,293
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
1,146,293
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 instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,146,293
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
8,434
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
998,718
b
From 2015
......
1,018,036
c
From 2016
......
932,698
d
From 2017
......
1,196,139
e
From 2018
......
1,194,250
f
Total
of lines 3a through e
........
5,339,841
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,146,293
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
8,434
e
Remaining amount distributed out of corpus
1,137,859
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
6,477,700
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 instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
998,718
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
5,478,982
10
Analysis of line 9:
a
Excess from 2015
....
1,018,036
b
Excess from 2016
....
932,698
c
Excess from 2017
....
1,196,139
d
Excess from 2018
....
1,194,250
e
Excess from 2019
....
1,137,859
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see 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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
BROWN ADVISORY LLC
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CATHERINE P MCDONNELL
901 S BOND ST STE 400
BALTIMORE
,
MD
21231
(443) 873-5256
b
The form in which applications should be submitted and information and materials they should include:
NAME, ADDRESS AND PURPOSE FOR WHICH FUNDS ARE REQUESTED
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GEOGRAPHICAL
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
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)
a
Paid during the year
ArtStream Inc
8401 CONNECTICUT AVENUE
Washington
,
DC
20815
NONE
PC
GENERAL
1,000
Chase Brexton Health Care - An Evening a
1111 NORTH CHARLES STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
1,000
Chesapeake Bay Foundation
6 HERNDON AVENUE
Annapolis
,
MD
21403
NONE
PC
GENERAL
15,250
Chesapeake Bay Outward Bound - In Memory
of Rich Rapuano
1900 EAGLE DRIVE
Baltimore
,
MD
21207
NONE
PC
GENERAL
100
Cheshire Hunt Conservancy
PO BOX 528
Unionville
,
PA
193750528
NONE
PC
GENERAL
3,500
Children's Hospital of the King's Daught
601 CHILDRENS LANE
Norfolk
,
VA
235071910
NONE
PC
GENERAL
50
Christ Child Society DC
5101 WISCONSIN AVE NW
Washington
,
DC
20016
NONE
PC
GENERAL
3,500
CIVIC Leadership Institute
4211 MONARCH WAY
Norfolk
,
VA
23508
NONE
PC
GENERAL
3,000
CIVIC WORKS
2701 ST LO DRIVE
Baltimore
,
MD
21213
NONE
PC
GENERAL
500
Community Foundation for Northern Virgin
Raise the Region Gala
2940 HUNTER MILL ROAD
Oakton
,
VA
22124
NONE
PC
GENERAL
2,500
Compass Center for Women and Families -
Safe Homes New Lives
210 HENDERSON STREET
Chapel Hill
,
NC
27514
NONE
PC
GENERAL
1,500
Council for Economic Education
43 WATER STREET
Stonington
,
CT
06378
NONE
PC
GENERAL
2,500
Council on Foreign Relations
58 EAST 68TH STREET
New York
,
NY
10065
NONE
PC
GENERAL
500
Creative Action
1023 SPRINGDALE ROAD
Austin
,
TX
78721
NONE
PC
GENERAL
5,000
DCAD
600 N MARKET STREET
Wilmington
,
DE
19801
NONE
PC
GENERAL
100
Delaware Center for Horticulture
1810 N DUPONT STREET
Wilmington
,
DE
19806
NONE
PC
GENERAL
475
Delaware Community Foundation
PO BOX 1636
Wilmington
,
DE
19899
NONE
PC
GENERAL
1,250
Delaware Museum of Natural History
4840 KENNETT PIKE
Wilmington
,
DE
19807
NONE
PC
GENERAL
333
Delaware Technical & Community College
300 NORTH ORANGE STREET
Wilmington
,
DE
19801
NONE
PC
GENERAL
500
Delaware Wild Lands
PO BOX 505
Odessa
,
DE
19730
NONE
PC
GENERAL
1,000
Dell Children's Foundation
4900 MUELLER BLVD
Austin
,
TX
78723
NONE
PC
GENERAL
6,000
Diocese of Fargo
5201 BISHOPS BLVD S
Fargo
,
ND
58104
NONE
PC
GENERAL
400
Discovery Museum Inc
177 MAIN STREET
Acton
,
MA
01460
NONE
PC
GENERAL
1,000
Don Bosco Cristo Rey
1010 LARCH AVENUE
Takoma Park
,
MD
20912
NONE
PC
GENERAL
1,750
Economic Mobility Pathways
308 CONGRESS STREET
Boston
,
MA
02210
NONE
PC
GENERAL
1,000
EdVestors
140 CLARENDON STREET
Boston
,
MA
02116
NONE
PC
GENERAL
2,500
Emerald Necklace Conservancy
125 THE FENWAY
Boston
,
MA
02115
NONE
PC
GENERAL
1,000
Everyman Theatre
315 WEST FAYETTE STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
2,000
Fairfield County's Community Foundation
40 RICHARDS AVENUE
Norwalk
,
CT
06854
NONE
PC
GENERAL
250
Fellowship of Christian Athletes
6120 DAY LONG LANE 3
Clarksville
,
MD
21029
NONE
PC
GENERAL
2,000
Fight for Children Inc
1029 VERMONT AVENUE NW
Washington
,
DC
20005
NONE
PC
GENERAL
12,000
First Fruits Farm
20431 MIDDLETOWN ROAD
Freeland
,
MD
21053
NONE
PC
GENERAL
20,000
Food Bank for New York City
39 BROADWAY
New York
,
NY
10006
NONE
PC
GENERAL
3,000
Forever Maryland Foundation
2331 ROCK SPRING ROAD
Forest Hill
,
MD
21050
NONE
PC
GENERAL
2,500
Forkids Inc
4200 COLLEY AVENUE
Norfolk
,
VA
23508
NONE
PC
GENERAL
2,500
Foundation for MetroWest
3 ELIOT STREET
Natick
,
MA
01760
NONE
PC
GENERAL
2,500
Foundation for the Baltimore Co Public
Library
320 YORK RD
Towson
,
MD
212045179
NONE
PC
GENERAL
500
Free Speech for People
505 W 38TH STREET
New York
,
NY
10018
NONE
PC
GENERAL
1,000
Friends of Rash Field Park
650 S EXETER ST SUITE 200
Baltimore
,
MD
21202
NONE
PC
GENERAL
25,000
Fund for Educational Excellence
800 N CHARLES STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
1,000
GEDCO
1010 E 33RD STREET
Baltimore
,
MD
21218
NONE
PC
GENERAL
500
Gettysburg Foundation
1195 BALTIMORE PIKE
Gettysburg
,
PA
17325
NONE
PC
GENERAL
10,100
Girl Scouts of Greater New York
Girl Scout Gold Achievement Gala
40 WALL STREET SUITE 708
New York
,
NY
10005
NONE
PC
GENERAL
2,000
GLAD
18 TREMONT SUITE 950
Boston
,
MD
02108
NONE
PC
GENERAL
3,000
Greater Boston Food Bank
70 S BAY AVENUE
Boston
,
MA
02118
NONE
PC
GENERAL
250
Greater Washington Community Foundation
1325 G ST NW
Washington
,
DC
20005
NONE
PC
GENERAL
15,000
Greenwich United Way
500 WEST PUTNAM AVENUE
Greenwich
,
CT
06830
NONE
PC
GENERAL
1,000
Gwyneth Dunbar Scholarship Fund
8000 YORK ROAD
Towson
,
MD
21252
NONE
PC
GENERAL
250
Habitat for Humanity
3741 COMMERCE DRIVE SUITE 309
Baltimore
,
MD
21227
NONE
PC
GENERAL
50,000
Harrisburg Symphony Association
800 CORPORATE CIRCLE
Harrisburg
,
PA
17110
NONE
PC
GENERAL
3,000
HASCA
114 SO SHORE RD
Old forge
,
NY
13420
NONE
PC
GENERAL
100
Heifetz International Music Institute
PO BOX 2447
Staunton
,
VA
24402
NONE
PC
GENERAL
1,000
Helping Up Mission
1029 EAST BALTIMORE STREET
Baltimore
,
MD
21202
NONE
PC
GENERAL
5,000
High Water Women
33 WEST 60TH STREET
New York
,
NY
10023
NONE
PC
GENERAL
1,598
Hillwood Museum Estate & Garden
4155 LINNEAN AVENUE NW
Washington
,
DC
20008
NONE
PC
GENERAL
10,000
Holabird Academy
1500 IMLA STREET
Baltimore
,
MD
21224
NONE
PC
GENERAL
2,500
Hudson Highlands Land Trust
PO BOX 226
Garrison
,
NY
10524
NONE
PC
GENERAL
1,000
Human Rights Campaign Foundation - Pride
1640 RHODE ISLAND AVE NW
Washington
,
DC
20036
NONE
PC
GENERAL
500
Humanim
1701 N GAY STREET
Baltimore
,
MD
21213
NONE
PC
GENERAL
2,500
Institute for Advanced Study
1 EINSTEIN DRIVE
Princeton
,
NJ
08540
NONE
PC
GENERAL
2,500
International Rescue Committee
1900 N HOWARD STREET
Baltimore
,
MD
21218
NONE
PC
GENERAL
1,000
Island Health Project
PO BOX 344
Fishers Island
,
NY
06390
NONE
PC
GENERAL
250
James Wah Foundation
Oregon Grill 11th Annual Golf Tournament
1201 SHAWAN ROAD
Hunt Valley
,
MD
21030
NONE
PC
GENERAL
1,000
Jewish Federation of Delaware
101 GARDEN OF EDEN ROAD
Wilmington
,
DE
19803
NONE
PC
GENERAL
2,500
JHPIEGO
1615 THAMES STREET
Baltimore
,
MD
21231
NONE
PC
GENERAL
5,000
Jobs Opportunity Task Force -
Community Bail Fund
201 N CHARLES STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
500
Johns Hopkins Children's Center
750 E PRATT STREET SUITE 1700
Baltimore
,
MD
21202
NONE
PC
GENERAL
10,000
Johns Hopkins University
3400 NORTH CHARLES STREET
Baltimore
,
MD
21218
NONE
PC
GENERAL
50,000
Junior Achievement of Central Maryland
10711 RED RUN BLVD 110
Baltimore
,
MD
21224
NONE
PC
GENERAL
2,500
Junior Achievement of Greater Washington
919 18TH STREET NW
Washington
,
DC
20006
NONE
PC
GENERAL
10,000
Kimbrell Children's Garden
at the Daniel Stowe Botanical Garden
6500 SOUTH NEW HOPE ROAD
Belmont
,
NC
28012
NONE
PC
GENERAL
1,500
Kimmel Center Academy of Music
1500 WALNUT STREET
Philadelphia
,
PA
19102
NONE
PC
GENERAL
2,500
Ladew Topiary Gardens
3535 JARRETTSVILLE PIKE
Monkton
,
MD
21111
NONE
PC
GENERAL
10,000
Leadership Delaware
100 S ROCKLAND FALLS ROAD
Rockland
,
DE
19732
NONE
PC
GENERAL
1,000
LGBT Life Center - Pride 2020
222 W 21ST STREET F-308
Norfolk
,
VA
23517
NONE
PC
GENERAL
500
Loyola Early Learning Center
801 ST PAUL STREET
Baltimore
,
MD
21202
NONE
PC
GENERAL
1,250
Marian House - 12th Annual Race to
Embrace Independence 5K
949 GORSUCH AVE
Baltimore
,
MD
21218
NONE
PC
GENERAL
500
Maryland Food Bank
2200 HALETHORPE FARMS ROAD
Baltimore
,
MD
21227
NONE
PC
GENERAL
5,000
Maryland Historical Society
201 WEST MONUMENT STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
20,000
Maryland Science Center
601 LIGHT STREET
Baltimore
,
MD
21230
NONE
PC
GENERAL
14,500
Masonville Cove Urban Wildlife Refuge Pa
1417 THAMES STREET
Baltimore
,
MD
21231
NONE
PC
GENERAL
15,000
Massachusetts General Hospital - Faustma
149 13TH ST 3602
Charlestown
,
MA
02129
NONE
PC
GENERAL
250
Massachusetts Nurses Association
340 TURNPIKE STREET
Canton
,
MA
02021
NONE
PC
GENERAL
2,500
McGlinn Cancer Center
at Reading Hospital
6 AVENUE AND SPRUCE STREET
West Reading
,
PA
19611
NONE
PC
GENERAL
500
MCV Foundation
PO BOX 980234
Richmond
,
VA
23298
NONE
PC
GENERAL
100
Mentor Group
160 COMMONWEALTH AVENUE
Boston
,
MA
02116
NONE
PC
GENERAL
3,000
Mercy Health Foundation
301 ST PAUL PLACE
Baltimore
,
MD
21202
NONE
PC
GENERAL
15,000
Methodist Home for Children
1041 WASHINGTON STREET
Raleigh
,
NC
27605
NONE
PC
GENERAL
5,000
Metro DC Community Center Inc - Pride 2
2000 14TH ST NW SUITE 105
Washington
,
DC
20009
NONE
PC
GENERAL
500
Montgomery County Historical Society
111 W MONTGOMERY AVENUE
Rockville
,
MD
20850
NONE
PC
GENERAL
1,000
Museum of Fine Arts Boston
465 HUNTINGTON AVENUE
Boston
,
MA
02115
NONE
PC
GENERAL
3,700
My Life My Choice a program of Justice
3208 STAGECOACH ROAD
Stoughton
,
MA
02072
NONE
PC
GENERAL
1,250
Naples Shelter for Abused Women & Childr
1725 DOUBLE EAGLE TRAIL
Naples
,
FL
34120
NONE
PC
GENERAL
1,000
Nature Sacred
921 BAY RIDGE AVE
Annapolis
,
MD
21403
NONE
PC
GENERAL
25,000
New Boston Pride Committee Inc - Pride
398 COLUMBUS AVENUE 285
Boston
,
MA
02116
NONE
PC
GENERAL
500
North Carolina BAR Foundation
8000 WESTON PARKWAY
Cary
,
NC
27513
NONE
PC
GENERAL
250
NSW Rural Fire Service Brigades and Dona
LOCKED BAG 17
Granville NSW
,
NEW SOUTH WALES
2142
AS
NONE
PC
GENERAL
2,500
Orange County Literacy Council
307 W WEAVER STREET
Carrboro
,
NC
27510
NONE
PC
GENERAL
3,000
Palisades Parks Conservancy
PO BOX 427
Bear Mountain
,
NY
10911
NONE
PC
GENERAL
500
Peninsula Regional Medical Center Founda
100 EAST CARROLL STREET
Salisbury
,
MD
21801
NONE
PC
GENERAL
1,500
Penn-Mar Foundation
310 OLD FREELAND ROAD
Freeland
,
MD
21053
NONE
PC
GENERAL
10,000
PHILLIPS Programs
7010 BRADDOCK ROAD
Annandale
,
VA
22003
NONE
PC
GENERAL
1,000
Phipps Conservatory & Flower Garden - Su
1 SCHENLEY PARK
Pittsburgh
,
PA
15213
NONE
PC
GENERAL
1,000
Pine Street Inn
444 HARRISON AVENUE
Boston
,
MA
02118
NONE
PC
GENERAL
5,000
Potomac Community Resources Inc
9200 KENTSDALE DRIVE
Potomac
,
MD
20854
NONE
PC
GENERAL
2,500
Pratt Library
400 CATHEDRAL STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
20,000
Pride Center of Maryland - Pride 2020
2530 NORTH CHARLES ST 3RD FLOOR
Baltimore
,
MD
21218
NONE
PC
GENERAL
2,500
Reginald F Lewis Museum
830 E PRATT STREET
Baltimore
,
MD
21202
NONE
PC
GENERAL
2,500
Roca Inc
101 PARK STREET
Chelsea
,
MA
02150
NONE
PC
GENERAL
5,000
Ronald McDonald House
635 W LEXINGTON STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
20,000
Sakhi for South Asian Women
PO BOX 1333
New York
,
NY
100081333
NONE
PC
GENERAL
500
Samaritan Community
1407 BOLTON STREET
Baltimore
,
MD
212174202
NONE
PC
GENERAL
1,000
Seed Global Health Inc
20 ASHBURTON PLACE 6TH FLOOR
Boston
,
MA
02108
NONE
PC
GENERAL
2,060
SETON FUND OF THE DAUGHTERS OF CHARITY
OF ST VINCENT DE PAUL INC
1201 W 38TH STREET
Austin
,
TX
78705
NONE
PC
GENERAL
4,500
Signal 13 Foundation -Virtual Crab Feast
PO BOX 24801
Middle River
,
MD
21220
NONE
PC
GENERAL
500
Sisters of St Francis Sylvania Ohio -
2020 Franciscan Gala
6832 CONVENT BLVD UNIT 2
Sylvania
,
OH
43560
NONE
PC
GENERAL
1,500
South East Consortium for Special Servic
740 W BOSTON POST ROAD
Mamaroneck
,
NY
10543
NONE
PC
GENERAL
1,500
Spike's K9 Fund
5760 NORTHAMPTON BLVD 118
Virginia Beach
,
VA
23455
NONE
PC
GENERAL
5,000
St John Paul II Catholic Schools
5201 BISHOPS BLVD S
Fargo
,
ND
58104
NONE
PC
GENERAL
1,500
St John's Church
3738 BUTLER ROAD
Reisterstown
,
MD
21136
NONE
PC
GENERAL
1,000
St John's Episcopal Church
101 W QUEENS WAY
Hampton
,
VA
23669
NONE
PC
GENERAL
100
Step Up
PO BOX 20179
New York
,
NY
10001
NONE
PC
GENERAL
4,000
Stroud Water Research Foundation
970 SPENCER ROAD
Avondale
,
PA
19311
NONE
PC
GENERAL
2,500
SuitUp
25 BROADWAY
New York
,
NY
10004
NONE
PC
GENERAL
2,000
Texas Heritage Songwriters Association
5201 CUESTA VERDE
Austin
,
TX
78746
NONE
PC
GENERAL
2,500
The Ali Forney Center - Pride 2020
224 WEST 35TH ST 15TH FLOOR
New York
,
NY
10001
NONE
PC
GENERAL
500
The Associated
5708 PARK HEIGHTS AVENUE
Baltimore
,
MD
21215
NONE
PC
GENERAL
25,000
The Baltimore Children's Peace Center
4 E UNIVERSITY PARKWAY
Baltimore
,
MD
21218
NONE
PC
GENERAL
4,000
The Barbara McDowell and Gerald S Hartm
3607 WHISPERING LANE
Falls Church
,
VA
22041
NONE
PC
GENERAL
500
The Boys & Girls Clubs of Central Virgin
PO BOX 707
Charlottesville
,
VA
22902
NONE
PC
GENERAL
5,000
The Bradley & Nikki Bozeman Foundation
1777 REISTERSTOWN ROAD
PIKESVILLE
,
MD
21208
NONE
PC
GENERAL
1,000
The Chesapeake Shakespeare Company
7 SOUTH CALVERT STREET
Baltimore
,
MD
21202
NONE
PC
GENERAL
250
The Choral Arts Society of Washington
1666 CONNECTICUT AVENUE NW
Washington
,
DC
200091066
NONE
PC
GENERAL
10,000
The COMMIT Foundation - Virtual Receptio
280 WEST KAGY BLVD SUITE D 313
Bozeman
,
MT
59715
NONE
PC
GENERAL
7,500
The Esperanza Center
1728 BANK STREET
Baltimore
,
MD
21231
NONE
PC
GENERAL
4,000
The Jupiter Ball Fund
250 EAST FRANKLIN STREET
Chapel Hill
,
NC
27599
NONE
PC
GENERAL
2,500
The Maryland Zoo in Baltimore
1876 MANSION HOUSE DRIVE
Baltimore
,
MD
21217
NONE
PC
GENERAL
10,000
The Morgan Library & Museum
225 MADISON AVENUE
New York
,
NY
10016
NONE
PC
GENERAL
1,000
The Walters Art Museum - Your Walters Vi
600 N CHARLES ST
Baltimore
,
MD
21201
NONE
PC
GENERAL
1,000
The Women's Initiative
1101 EAST HIGH STREET
Charlottesville
,
VA
22901
NONE
PC
GENERAL
15,000
The Years Project
630 9TH AVENUE
New York
,
NY
10036
NONE
PC
GENERAL
500
Travis Manion Foundation
PO BOX 1485
Doylestown
,
PA
18901
NONE
PC
GENERAL
12,500
United Way of Central Maryland
1800 WASHINGTON BLVD
Baltimore
,
MD
21230
NONE
PC
GENERAL
5,000
United Way of South Hampton Roads
2515 WALMER AVENUE
Norfolk
,
VA
23513
NONE
PC
GENERAL
5,000
University of Baltimore Foundation
1420 NORTH CHARLES STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
10,000
Urban Arts Partnership
39 W 19TH STREET 5TH FLOOR
New York
,
NY
10011
NONE
PC
GENERAL
2,000
Virginia Museum of Fine Arts
200 N BOULEVARD
Richmond
,
VA
23220
NONE
PC
GENERAL
2,500
Warrior Reunion Foundation
PO BOX 5796
Timonium
,
MD
21094
NONE
PC
GENERAL
25,000
Washington College
300 WASHINGTON AVENUE
Chestertown
,
MD
21620
NONE
PC
GENERAL
50,000
Washington Jesuit Academy
900 VARNUM STREET NE
Washington
,
DC
20017
NONE
PC
GENERAL
1,500
Waterfront Partnership of Baltimore
650 SOUTH EXETER STREET 200
Baltimore
,
MD
21202
NONE
PC
GENERAL
12,500
William S Baer School
2001 N WARWICK STREET
Baltimore
,
MD
21216
NONE
PC
GENERAL
1,000
Willowdale Steeplechase
101 E STREET ROAD
Kennet Square
,
PA
19348
NONE
PC
GENERAL
2,500
Andy Roddick Foundation
No Love The Roast of Andy Roddick
8509 FM 969 BUILDING 509
Austin
,
TX
78724
NONE
PC
GENERAL
5,000
Archdiocese of Baltimore
320 CATHEDRAL STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
10,000
Arts Every Day
120 W NORTH AVE
Baltimore
,
MD
21201
NONE
PC
GENERAL
500
Associated Black Charities (ABC)
2 HAMILL ROAD
Baltimore
,
MD
21210
NONE
PC
GENERAL
10,000
Athletes Serving Athletes
PO BOX 4222
Timonium
,
MD
21094
NONE
PC
GENERAL
1,000
Austin PBS
PO BOX 715
Austin
,
TX
787137158
NONE
PC
GENERAL
9,000
B&O Railroad Musuem
The Royal Blue Recognition Day
901 WEST PRATT STREET
Baltimore
,
MD
21223
NONE
PC
GENERAL
3,000
BAC BSA
701 WYMAN PARK DR
Baltimore
,
MD
21211
NONE
PC
GENERAL
350
Back on My Feet
100 S BROAD STREET
Philadelphia
,
PA
19110
NONE
PC
GENERAL
10,500
Baltimore Cancer Support Group
7910 BEL AIR ROAD
Baltimore
,
MD
21236
NONE
PC
GENERAL
100
Baltimore Center Stage - Annual Benefit
700 NORTH CALVERT STREET
Baltimore
,
MD
21202
NONE
PC
GENERAL
1,000
Baltimore City Foundation
120 E BALTIMORE STREET
Baltimore
,
MD
21202
NONE
PC
GENERAL
1,200
Baltimore Community Foundation
2 EAST READ STREET 9TH FLOOR
Baltimore
,
MD
21202
NONE
PC
GENERAL
75,000
Baltimore Homecoming Inc
3700 ODONNELL STREET
Baltimore
,
MD
21224
NONE
PC
GENERAL
50,000
Baltimore School for the Arts Foundation
712 CATHEDRAL STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
6,000
Baltimore Symphony Orchestra
1212 CATHEDRAL STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
10,000
Bath Community Hospital Foundation
PO DRAWER Z
Hot Springs
,
VA
24445
NONE
PC
GENERAL
60,078
B'More Clubhouse
9 EAST FRANKLIN STREET
Baltimore
,
MD
21202
NONE
PC
GENERAL
5,000
Bolton Street Synagogue
212 W COLD SPRING LANE
Baltimore
,
MD
21210
NONE
PC
GENERAL
1,000
Bon Secours Community Works
26 N FULTNO AVENUE
Baltimore
,
MD
21223
NONE
PC
GENERAL
2,500
Boston Charitable Trust Fund
75 SELLECK STREET
Stamford
,
CT
06902
NONE
PC
GENERAL
2,500
Boston Medical CenterCOVID-19 Fund
801 MASSACHUSETTS AVENUE FLOOR 1
Boston
,
MA
02118
NONE
PC
GENERAL
2,500
Boy Scouts of America
Capitol Area Council
12500 NORTH IH 35
Austin
,
TX
78753
NONE
PC
GENERAL
1,000
Boys & Girls Club of Delaware
669 SOUTH UNION STREET
Wilmington
,
DE
19805
NONE
PC
GENERAL
1,000
Boys & Girls Club of
Northern Westchester
351 MAIN STREET
Mt Kisco
,
NY
10549
NONE
PC
GENERAL
2,000
Boys & Girls Club of Southeast Virginia
1300 DIAMOND SPRINGS ROAD
Virginia Beach
,
VA
23455
NONE
PC
GENERAL
2,500
Broward Health Foundation
1201 SOUTH ANDREWS AVENUE
Fort Lauderdale
,
FL
33327
NONE
PC
GENERAL
2,000
Brown Memorial Park Ave
Presbyterian Church
1316 PARK AVENUE
Baltimore
,
MD
21217
NONE
PC
GENERAL
1,000
Building One Community
75 SELLECK STREET
Stamford
,
CT
06902
NONE
PC
GENERAL
100
Business Executives for
National Security
1030 15TH STREET NW
Washington
,
WA
20005
NONE
PC
GENERAL
25,000
Camp Dudley
126 CAMP DUDLEY ROAD
Westport
,
NY
12993
NONE
PC
GENERAL
100
Capital Area Food Bank
4900 PUERTO RICO AVENUE
Washington DC
,
WA
20017
NONE
PC
GENERAL
10,000
CARE USA
PO BOX 1870
Merrifield
,
VA
221168070
NONE
PC
GENERAL
10,000
CBN-DC
PO BOX 65336
Washington
,
DC
200355336
NONE
PC
GENERAL
5,000
Center for Nonprofit Excellence
1701-A ALLIED STREET
Charlottesville
,
VA
22903
NONE
PC
GENERAL
2,500
Champions Against Cancer
PO BOX 115
Highland
,
MD
20777
NONE
PC
GENERAL
250
Charles River Watershed Association
190 PARK ROAD
Boston
,
MA
02493
NONE
PC
GENERAL
5,000
7H
525 NORTH TRYON
Charlotte
,
NC
28202
NONE
PC
GENERAL
5,000
Abdullah Monower CVP Corp
9710 SCHMIDT DRIVE
Burke
,
VA
22015
NONE
PC
GENERAL
5,000
Accokeek Foundation
3400 BRYAN POINT ROAD
Accokeek
,
MD
20607
NONE
PC
GENERAL
100
Adams County Community Foundation
25 S FOURTH STREET
Gettysburg
,
PA
17325
NONE
PC
GENERAL
2,500
Adoptions Together
4601 POWDER MILL ROAD
Calverton
,
MD
20705
NONE
PC
GENERAL
2,500
Alpha Foundation of Howard County Inc
PO BOX 2694
Columbia
,
MD
21045
NONE
PC
GENERAL
100
Alzheimer's Association
225 N MICHIGAN AVE
Chicago
,
IL
60601
NONE
PC
GENERAL
100
American Heart Association
217 E REDWOOD STREET
Baltimore
,
MD
21201
NONE
PC
GENERAL
15,000
American Heart Association - York
7171 GREENVILLE AVENUE
Dallas
,
TX
75231
NONE
PC
GENERAL
100
Total
.................................
3a
1,145,794
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
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 instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
207
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
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)
..
207
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
207
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
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) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description