Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1001 WINDING WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21210
A Employer identification number

52-2136369
B Telephone number (see instructions)

(410) 837-2900
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,625,238J Accounting method:
 
(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)
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... 214,377 214,377  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 226,405
b Gross sales price for all assets on line 6a 1,646,689
7 Capital gain net income (from Part IV, line 2)... 226,405
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)....... Click to see attachment 73,825 74,445  
12 Total. Add lines 1 through 11........ 514,607 515,227  
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)....... Click to see attachment 7,500 5,625 0 1,875
c Other professional fees (attach schedule).... Click to see attachment 30,061 30,061   0
17 Interest............... 799 799   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 498 498   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 47,733 44,941    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,591 81,924 0 1,875
25 Contributions, gifts, grants paid....... 510,800 510,800
26 Total expenses and disbursements. Add lines 24 and 25 597,391 81,924 0 512,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -82,784
b Net investment income (if negative, enter -0-) 433,303
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 660,392 812,089 812,089
2 Savings and temporary cash investments.........      
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 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)....... 2,204,700 Click to see attachment2,918,039 5,132,964
c Investments—corporate bonds (attach schedule)....... 1,755,797 Click to see attachment1,457,745 1,526,412
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,775,043 Click to see attachment1,988,062 3,153,773
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) 7,395,932 7,175,935 10,625,238
Liabilities 17 Accounts payable and accrued expenses.......... 7,500  
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)......... 7,500 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,388,432 7,175,935
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 7,388,432 7,175,935
30 Total liabilities and net assets/fund balances (see instructions). 7,395,932 7,175,935
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
7,388,432
2
Enter amount from Part I, line 27a .....................
2
-82,784
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,305,648
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
129,713
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,175,935
Form 990-PF (2020)
Form 990-PF (2020)
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 1. BROWN ADVISORY FUNDS   2019-01-01 2020-12-31
b 1. BROWN ADVISORY FUNDS   2020-01-01 2020-12-31
c CAPITAL GAIN DIVIDENDS P    
d CAPITAL GAIN DIVIDENDS P    
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 1,350,799   1,204,609 146,190
b 247,007   215,675 31,332
c       48,883
d       48,883
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       146,190
b       31,332
c        
d        
e
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 2 226,405
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,023
c All other domestic foundations enter 1.39% 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 6,023
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 6,023
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,390
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 15,390
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,367
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,367 RefundedBullet 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 the instructions
for the 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 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbullet  
    14
    The books are in care ofbulletWENDY JACHMAN Telephone no.bullet (410) 837-2900

    Located atbullet1001 WINDING WAYBALTIMOREMD ZIP+4bullet21210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 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.
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (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 4945(d)(4)(A)? See 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 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
     
     
    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? .................
    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
    WENDY M JACHMAN PRESIDENT
    1     		0    
    1001 WINDING WAY
    BALTIMORE,MD21210
    JENNIFER MYERBERG V.P. & TREAS
    1     		0    
    2184 WALTHAM ROAD
    COLUMBUS,OH43221
    HENRY MYERBERG V.P. & SECRETARY
    1     		0    
    257 CENTRAL PARK WEST
    NEW YORK,NY10024
    JON JACHMAN ASST SECRETARY
    1     		0    
    23 W 73RD STREET
    NEW YORK,NY10023
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............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  
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    9,055,303
    b
    Average of monthly cash balances.......................
    1b
    760,314
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,815,617
    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
    9,815,617
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    147,234
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,668,383
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    483,419
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    483,419
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,023
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,023
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    477,396
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    477,396
    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
    477,396
    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
    512,675
    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
    512,675
    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
    512,675
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 477,396
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 461,939
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 512,675
    a Applied to 2019, but not more than line 2a 461,939
    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 2020 distributable amount..... 50,736
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		426,660
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    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 or e-mail address of the person to whom applications should be addressed:
    WENDY JACHMAN
    1001 WINDING WAY
    BALTIMORE,MD21210
    (410) 837-2900
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO SPECIFIC FORM
    cAny submission deadlines:
    THERE ARE NO DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THERE ARE NO RESTRICTIONS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    THE ASSOCIATED JEWISH CHARITIES
    101 WEST MOUNT ROYAL AVENUE
    Baltimore,MD21201     		NONE PC PROGRAM SUPPORT 15,000
    CHESAPEAKE BAY FOUNDATION
    PHILIP MERRILL ENVIRONMENTAL CENTER
    Annapolis,MD21403     		NONE PC PROGRAM SUPPORT 2,500
    FIRST TEE OF GREATER WASHINGTON DC
    2020 PENNSYLVANIA AVENUE NW STE 106
    Washington,DC20006     		NONE PC PROGRAM SUPPORT 2,500
    THE KRAVIS CENTER
    701 OKEECHOBEE BLVD
    West Palm Beach,FL33401     		NONE PC PROGRAM SUPPORT 12,500
    PALM BEACH BALLET
    10357 IRONWOOD RD
    Palm Beach Gardens,FL33410     		NONE PC PROGRAM SUPPORT 5,000
    Johns Hopkins Medical Inst - Project R
    550 N BROADWAY STE 732
    Baltimore,MD21205     		NONE PC PROGRAM SUPPORT 5,000
    Miami City Ballet
    2200 LIBERTY AVE
    Miami Beach,FL33139     		NONE PC PROGRAM SUPPORT 20,000
    Alzheimer's Discovery Fndn
    357 WEST 57TH ST STE 904
    NEW YORK,NY10019     		NONE PC PROGRAM SUPPORT 10,000
    Robin Hood Foundation
    826 BROADWAY 9TH FLO
    NEW YORK,NY10003     		NONE PC PROGRAM SUPPORT 15,000
    Myerberg Senior Center
    101 W MOUNT ROYAL AVE
    Baltimore,MD21201     		NONE PC PROGRAM SUPPORT 10,000
    MICA
    1300 MT ROYAL AVE
    Baltimore,MD21217     		NONE PC PROGRAM SUPPORT 45,000
    Pratt Library
    400 CATHEDRAL ST
    Baltimore,MD21201     		NONE PC PROGRAM SUPPORT 20,000
    Rosie's Theater Kids Inc
    445 WEST 45TH ST
    NEW YORK,NY10036     		NONE PC PROGRAM SUPPORT 15,000
    Chamber Music Society of Lincoln Center
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PC PROGRAM SUPPORT 1,500
    Fractured Atlas
    PO BOX 55 HARTSDALE
    NEW YORK,NY10530     		NONE PC PROGRAM SUPPORT 1,800
    Wolrd Central Kitchen
    655 NEW YORK AVE NW 6TH FL
    Washington,DC20001     		NONE PC PROGRAM SUPPORT 10,000
    City Harvest
    6 EAST 32ND ST 5TH FL NY
    NEW YORK,NY10016     		NONE PC PROGRAM SUPPORT 5,000
    Equal Justice Initiative
    122 COMMERCE ST
    Montgomery,AL36104     		NONE PC PROGRAM SUPPORT 5,000
    Give Well
    1714 FRANKLIN ST 100335
    Oakland,CA94612     		NONE PC PROGRAM SUPPORT 5,000
    PROVIDENCE DAY SCHOOL
    5800 SARDIS ROAD
    CHARLOTTE,NC28270     		NONE PC PROGRAM SUPPORT 2,500
    Duke Mansion & Preservation Scoiety
    400 HERMITAGE ROAD
    CHARLOTTE,NC28207     		NONE PC PROGRAM SUPPORT 1,000
    COMMUNITY SYNAGOGUE OF RYE
    200 FOREST AVE
    RYE,NY10580     		NONE PC PROGRAM SUPPORT 10,000
    PALM BEACH OPERA
    1800 S AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33409     		NONE PC PROGRAM SUPPORT 10,000
    JACOB BURNS FILM CENTER
    335 MANVILLE ROAD
    PLEASANTVILLE,NY10570     		NONE PC PROGRAM SUPPORT 2,500
    FOUNDATION FOR CONTEMPORARY ARTS
    820 GREENWICH STREET
    NEW YORK,NY10014     		NONE PC PROGRAM SUPPORT 2,500
    ETHICAL CULTURE FIELDSTON SCHOOL
    33 CENTRAL PARK W
    NEW YORK,NY10023     		NONE PC PROGRAM SUPPORT 1,000
    HARVARD GRADUATE SCHOOL OF DESIGN
    48 QUINCY STREET
    CAMBRIDGE,MA47327     		NONE PC PROGRAM SUPPORT 2,500
    STONE BARNS CENTER FOR FOOD AND AGRICULT
    630 BEDFORD ROAD
    POCANTICO HILLS,NY10591     		NONE PC PROGRAM SUPPORT 2,500
    SALZBURG GLOBAL SEMINAR
    1730 PENNSYLVANIA AVE NW SUITE 250
    WASHINGTON,WA20006     		NONE PC PROGRAM SUPPORT 5,000
    FILM FORUM
    209 WEST HOUSTON STREET
    NEW YORK,NY10014     		NONE PC PROGRAM SUPPORT 1,000
    SKIP OF NEW YORK
    601 WEST 26TH STREET 5TH FLOOR
    NEW YORK,NY10001     		NONE PC PROGRAM SUPPORT 2,500
    BRYN MAWR COLLEGE
    101 NORTH MERION AVENUE
    BRYN MAWR,PA190102899     		NONE PC PROGRAM SUPPORT 25,000
    AMERICAN UNIV OF CENTRAL ASIA
    FOUNDATION
    324 POND LAB THE PENNSYLVANIA STAT
    University Park,PA16802     		NONE PC PROGRAM SUPPORT 5,000
    CHAMBER MUSIC SOCIETY OF PALM BEACH
    340 ROYAL POINCIANA WAY STE 317-171
    PALM BEACH,FL33480     		NONE PC PROGRAM SUPPORT 50,000
    CHICAGO YOUTH SYMPHONY ORCHESTRA
    410 S MICHIGAN AVENUE STE 833
    CHICAGO,IL60605     		NONE PC PROGRAM SUPPORT 20,000
    THE PERLMAN MUSIC PROGRAM
    19 WEST 69TH STREET SUITE 304
    NEW YORK,NY10023     		NONE PC PROGRAM SUPPORT 12,000
    LEUKEMIA & LYMPHOMA SOCIETY
    4530 PARK RD STE 240
    Charlotte,NC28209     		NONE PC PROGRAM SUPPORT 500
    OHIO STATE UNIVERSITY
    2100 NEIL AVE
    COLUMBUS,OH43210     		NONE PC PROGRAM SUPPORT 5,000
    YOUNG CONCERT ARTISTS INC
    1776 BROADWAY STE 1500 NY
    NEW YORK,NY10079     		NONE PC PROGRAM SUPPORT 10,000
    BALTIMORE CENTER STAGE
    700 NORTH CALVERT STREET
    BALTIMORE,MD21202     		NONE PC PROGRAM SUPPORT 26,500
    ERIN LEVITAS FOUNDATION
    6 RESERVOIR CIRCLE
    BALTIMORE,MD21208     		NONE PC PROGRAM SUPPORT 10,000
    PUBLICOLOR
    149 MADISON AVE ROOM 1201
    NEW YORK,NY10016     		NONE PC PROGRAM SUPPORT 30,000
    RYE COUNTRY DAY SCHOOL
    3 GRANDVIEW AVENUE
    RYE,NY10580     		NONE PC PROGRAM SUPPORT 7,500
    GILMAN SCHOOL
    5407 ROLAND AVENUE
    BALTIMORE,MD21201     		NONE PC PROGRAM SUPPORT 40,000
    ID STUDIO THEATER
    531 WEST 112TH STREET 2C
    NEW YORK,NY10025     		NONE PC PROGRAM SUPPORT 10,000
    CHARLOTTE JEWISH PRESCHOOL
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202     		NONE PC PROGRAM SUPPORT 500
    THE WALTERS ART MUSEUM
    600 N CHARLES ST
    BALTIMORE,MD21201     		NONE PC PROGRAM SUPPORT 5,000
    BALTIMORE SYMPHONY ORCHESTRA
    1212 CATHEDRAL STREET
    BALTIMORE,MD21201     		NONE PC PROGRAM SUPPORT 5,000
    Total .................................bullet 3a 510,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    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....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 214,377  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............     		    18 226,405  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPROCEEDS FROM SECU     		    14 501  
    bINCOME FROM PARTNE     1 73,944  
    cGROSS UNRELATED BU 900099 -620      
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -620 515,227  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    514,607
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 7,500 5,625   1,875

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ARTISAN HIGH INCOME ADVISOR -    
    BROWN ADV TOTAL RETURN INS - B 1,266,036 1,334,703
    BROWN ADVISORY STRATEGIC BD FD    
    VANGUARD SHORT TERM BOND INDEX 191,709 191,709

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BROWN- EQUITIES AND MUTUAL FUN    
    ADOBE INC - ADBE 7,835 21,005
    ALPHABET INC CL C - GOOG 2,757 26,278
    AMAZON COM INC - AMZN 2,604 29,312
    AMPHENOL CORP CL A - APH    
    AUTODESK INC - ADSK 12,874 29,007
    BOOKING HOLDINGS INC - BKNG    
    BROWN FORMAN CORP CLASS B - BF 12,209 18,745
    BWX TECHNOLOGIES INC - BWXT    
    CINTAS CORP - CTAS 11,407 22,975
    COSTCO WHSL CORP - COST 1,898 15,825
    DANAHER CORP - DHR 3,058 22,436
    DEXCOM INC - DXCM 3,307 19,965
    EDWARDS LIFESCIENCES CORP - EW 9,340 21,348
    ELECTRONIC ARTS INC - EA 20,416 28,146
    FORTIVE CORP WI - FTV 9,945 19,900
    ILLUMINA INC - ILMN    
    INTUIT INC - INTU 8,994 26,969
    INTUITIVE SURGICAL INC - ISRG 4,352 31,906
    LAUDER ESTEE COS INC CL A - EL 4,825 21,295
    L3HARRIS TECHNOLOGIES INC - LH 17,447 16,823
    MICROSOFT CORP - MSFT 14,834 31,584
    PAYPAL HOLDINGS INC - PYPL 4,549 29,978
    ROPER INDS INC - ROP 9,289 22,417
    SALESFORCE COM INC - CRM    
    SBA COMMUNICATIONS CORP - SBAC 6,933 21,724
    SHERWIN WILLIAMS CO - SHW 13,159 24,252
    THERMO FISHER SCIENTIFIC INC - 9,132 27,947
    TJX COMPANIES INC - TJX    
    VISA INC CLASS A SHARES - V    
    ZOETIS INC - ZTS 8,232 25,487
    ALIBABA GROUP HOLDING LTD A D 6,176 10,240
    GENPACT LIMITED - G 4,539 13,277
    NXP SEMICONDUCTORS NV - NXPI 11,918 19,399
    BA BEUTL GDMAN LRG CAP INST - 545,275 653,601
    BROWN ADVISORY EMG MKTS INS - 168,614 206,729
    BROWN ADVISORY FLEXIBLE EQUITY 641,372 895,506
    BROWN ADVISORY SM CP FUNDAMENT 190,002 345,636
    BROWN ADVISORY SMALL CAP GROWT 184,255 489,602
    BROWN ADVISORY SUSTAINABLE GRO 8,726 21,493
    DFA EMERGING MKTS SML CAP INC    
    LULULEMON ATHLETICA INC - LULU 9,877 15,661
    MASTERCARD INC - MA 24,178 27,841
    MATCH GROUP INC NEW - MTCH 13,994 19,352
    SERVICENOW INC - NOW 14,624 14,862
    SILCHESTER INTERNATIONAL INVES 877,341 1,822,934
    SHOPIFY INC A - SHOP 17,752 21,507

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BROWN-BOND MUTUAL FUND      
    BROWN ADVISORY CARLYLE AT COST 43,024 25,241
    BROWN ADVISORY CRC AT COST 49,407 76,907
    BROWN ADVISORY EFM (TE)      
    BROWN ADVISORY ENCAP VIII AT COST 91,056 23,881
    BROWN ADVISORY INVESTORS SI IN      
    BROWN ADVISORY PRIVATE EQUITY AT COST 109,834 173,385
    BROWN ADVISORY RG      
    TACONIC INVESTMENT AT COST 500,000 1,052,333
    BROWN ADVISORY ENCAP IX AT COST 88,305 33,237
    BROWN ADVISORY PRIVATE EQUITY AT COST 146,663 267,702
    BROWN ADVISORY VIKING GLOBAL O AT COST 250,000 630,476
    BROWN ADVISORY PRIVATE EQUITY AT COST 172,036 205,477
    BROWN ADVISORY PRIVATE EQUITY AT COST 170,679 224,954
    BROWN ADVISORY REAL ESTATE AT COST 101,137 109,973
    BROWN ADVISORY YUKON III AT COST 50,402 53,202
    BROWN ADVISORY PRIVATE EQUITY AT COST 76,834 82,493
    CR KENILWORTH, LLC (QP) AT COST 11,206 41,201
    ENCAP FLATROCK MIDSTREAM FUND AT COST 44,734 15,701
    REVOLUTION GROWTH II AT COST 82,745 137,610

    TY 2020 OtherDecreasesSchedule
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Description Amount
    COST BASIS ADJUSTMENT 129,713


    TY 2020 OtherExpensesSchedule
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PARTNERSHIP EXPENSES 47,733 44,941   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 501 501  
    PARTNERSHIP INCOME 73,324 73,944  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 2 2    
    INVESTMENT FEES-PRIN 30,059 30,059    


    TY 2020 TaxesSchedule
    Name:
    ALVIN AND LOUISE MYERBERG FAMILY FOUNDATION
    EIN:
    52-2136369
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 19 19   0
    FOREIGN TAXES ON QUALIFIED FOR 479 479   0