SALLY F & JAMES SCOTT HILL: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SALLY F & JAMES SCOTT HILL (EIN 22-3487949)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349103279
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:20:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223487949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY FOSS & JAMES SCOTT HILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALL | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES LLP PO BOX 96120 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS S MOSELEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICE A VIEHL | PreparerPersonNm |
| PTIN | P00957136 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,079,577 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $190,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $513,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,086,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $513,232 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,668 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $710,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $704,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,432 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,432 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,182 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,591 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,591 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,888 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,596 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $563,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $496,023 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $648,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,215 | CashBOYAmt |
| Cash EOY | $26,650 | CashEOYAmt |
| Cash EOYFMV | $26,650 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $217,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $187,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $187,043 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,013,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,252,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,351,363 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,407,062 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,318,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,514,521 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,639,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,785,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,079,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,983,921 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,983,921 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $655,435 | RetainedEarningBOYAmt |
| Retained Earning EOY | $801,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,639,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,785,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,639,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,785,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,639,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,786,330 | SubtotalAmt |
| Other Decreases | $1,215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,785,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $91,877 | $89,075 | $2,802 | $2,802 | |
| PUBLICLY TRADED SECURITIES | $873,579 | $484,284 | $389,295 | $389,295 | |
| CAPITAL GAIN DIVIDENDS | $121,135 | $121,135 | $121,135 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $513,232 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,021 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,021 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,668 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,668 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,353 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177721818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 POST OFFICE SQUARE 18TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS S MOSELEY | ||||||||
| 6195 C NORTHERN BLVD | EAST NORWICH | NY | 11732 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYN F DOPP | ||||||||
| 346A STATE ST GDN | BROOKLYN | NY | 11217 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SAMUEL R HILL | ||||||||
| 46 MAIN ST APT 34 | CHARLESTOWN | MA | 02129 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREA P HILL | ||||||||
| 4561 GRANT ROAD NW | WASHINGTON | DC | 200161821 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,986,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,183,033 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,183,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,030,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $501,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $501,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,021 | TotalTaxAmt |
| Distributable Before Adj | $492,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $492,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $492,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $496,023 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $496,023 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $492,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,184 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,639 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,993 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $40,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $496,023 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $492,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,530 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,480 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,346 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,184 | ExcessFromYear4Amt |
| Excess From Year3 | $21,639 | ExcessFromYear3Amt |
| Excess From Year2 | $5,993 | ExcessFromYear2Amt |
| Excess From Current Year | $3,530 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR TRANS EQUALITY EDUCATION FUND | ||||||||
| 228 PARK AVE S 38268 | NEW YORK | NY | 100031502 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| AYUDA | ||||||||
| 1990 K STREET NW SUITE 500 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL PURPOSE | $2,000 | |
| BONEHENGE WHALE CENTER | ||||||||
| 275 WEST BEAUFORT ROAD EXT | BEAUFORT | NC | 28516 | N/A | PC | GENERAL PURPOSE | $3,500 | |
| BRIGHAM AND WOMEN'S HOSPITAL - DR CIARAN MCNAMEE | ||||||||
| 263 HUNTINGTON AVENUE SUITE 318 | BOSTON | MA | 02115 | N/A | PC | GENERAL PURPOSE | $25,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL - DR GARRICK STEWART | ||||||||
| 263 HUNTINGTON AVENUE SUITE 318 | BOSTON | MA | 02115 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL - DR SUNIL KAPUR | ||||||||
| 263 HUNTINGTON AVENUE SUITE 318 | BOSTON | MA | 02115 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| BROOKWOOD SCHOOL | ||||||||
| ONE BROOKWOOD ROAD | MANCHESTER | MA | 01944 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| CENTER AT 353 | ||||||||
| 353 NASSAU STREET | PRINCETON | NJ | 08540 | N/A | PC | GENERAL PURPOSE | $50,000 | |
| DANA FARBER CANCER INSTITUTE - DR DAVID KOZONO | ||||||||
| 5TH FLOOR 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| DANA FARBER CANCER INSTITUTE - DR PASI JANNE | ||||||||
| 5TH FLOOR 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | N/A | PC | GENERAL PURPOSE | $15,000 | |
| DC COALITION AGAINST DOMESTIC VIOLENCE | ||||||||
| 1101 14TH STREET NW SUITE 300 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL PURPOSE | $4,000 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | N/A | PC | GENERAL PURPOSE | $30,000 | |
| DUBLIN SCHOOL | ||||||||
| 18 LEHMANN WAY | DUBLIN | NH | 03444 | N/A | PC | GENERAL PURPOSE | $2,000 | |
| ENVIRONMENTAL DEFENSE FUND INC | ||||||||
| PO BOX 98051 | WASHINGTON | DC | 200908051 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| FUND FOR THE CITY OF NY - IDP | ||||||||
| IMMIGRANT DEFENSE PROJECT PO BOX | NEW YORK | NY | 10027 | N/A | PC | GENERAL PURPOSE | $5,000 | 1765 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL PURPOSE | $8,000 | |
| GLEN LAKE COMMUNITY LIBRARY | ||||||||
| PO BOX 325 | EMPIRE | MI | 49630 | N/A | PC | GENERAL PURPOSE | $1,500 | |
| HOLY CROSS MONASTERY | ||||||||
| PO BOX 99 1615 ROUTE 9W | WEST PARK | NY | 12493 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| JUDITH AND WILLIAM BURKS FUND | ||||||||
| 212 CARNEGIE CENTER SUITE 201 | PRINCETON | NJ | 08540 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| KIPP MA | ||||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | N/A | PC | GENERAL PURPOSE | $35,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| MASS EYE AND EAR HOSPITAL - DR JENNIFER KIM FACIAL SURGERY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| MASS EYE AND EAR HOSPITAL - DR JESSICA FEWKES DERMATOLOGY | ||||||||
| M 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| MASS EYE AND EAR HOSPITAL - DR SHIRLEEN CHEN OPHTHALMOLOGY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| MCPS SUMMER RISE | ||||||||
| PO BOX 1007 | ROCKVILLE | MD | 208491007 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| MGH NEUROSCIENCE ICU | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 021141101 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| 3325 BAINBRIDGE AVENUE | BRONX | NY | 10467 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| MORVEN MUSEUM AND GARDEN (HISTORIC MORVEN INC) | ||||||||
| 55 STOCKTON STREET | PRINCETON | NJ | 08540 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| PLANNED PARENTHOOD | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | N/A | PC | GENERAL PURPOSE | $8,000 | |
| PRINCETON FIRST AID AND RESCUE SQUAD | ||||||||
| 2 MOUNT LUCAS ROAD | PRINCETON | NJ | 08540 | N/A | PC | GENERAL PURPOSE | $15,000 | |
| RAW ART WORKS | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| ROBERT PACKARD CENTER | ||||||||
| 855 N WOLFE STREET SUITE 270 | BALTIMORE | MD | 21205 | N/A | PC | GENERAL PURPOSE | $6,000 | |
| SALEM HOSPITAL ER DEPARTMENT | ||||||||
| 81 HIGHLAND AVE | SALEM | MA | 01970 | N/A | PC | GENERAL PURPOSE | $30,000 | |
| SEABURY RESOURCES FOR AGING - CARE MANAGEMENT EQUITY FUND | ||||||||
| 555 WATER ST SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| SHATTERPROOF | ||||||||
| PO BOX 24942 NEW YORK | NEW YORK | NY | 100874942 | N/A | PC | GENERAL PURPOSE | $2,000 | |
| SQUAM LAKES ASSOCIATION | ||||||||
| 534 US ROUTE 3 | HOLDERNESS | NH | 03245 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| ST COLUMBA'S CHURCH - ANNUAL GIVING | ||||||||
| 4201 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | N/A | PC | GENERAL PURPOSE | $3,000 | |
| ST COLUMBA'S CHURCH - CAMPAIGN FUND | ||||||||
| 4201 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| STONE AND HOLT WEEKS FOUNDATION | ||||||||
| PO BOX 49010 | BALTIMORE | MD | 212974910 | N/A | PC | GENERAL PURPOSE | $2,000 | |
| THE WORLD CENTRAL KITCHEN | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 200906538 | N/A | PC | GENERAL PURPOSE | $30,000 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| UNIDOSUS | ||||||||
| 1126 16TH ST NW | WASHINGTON | DC | 200364804 | N/A | PC | GENERAL PURPOSE | $13,000 | |
| UNIVERSITY OF SANTA CRUZ - MAYA K PETERSON MEMORIAL FUND | ||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| WHOLE CHILDREN | ||||||||
| 11 VILLAGE HILL ROAD | NORTHAMPTON | MA | 01060 | N/A | PC | GENERAL PURPOSE | $2,500 | |
| WILLIAMS COLLEGE - DAVIS CENTER FOR DEI - ALLISON DAVIS RESEARCH FELLOWSHIP | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL PURPOSE | $25,000 | |
| WILLIAMS COLLEGE CLASS OF '78 ANNUAL FUND | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| WOMENS FUND OF ESSEX COUNTY | ||||||||
| 500 CUMMINGS CENTER SUITE 5450 | BEVERLY | MA | 01915 | N/A | PC | GENERAL PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,844 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,668 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $513,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $710,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $710,744 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP | CategoryTxt |
| Amt | $13,182 | Amt |
| Net Investment Income | $6,591 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,591 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY DOES NOT REQUIRE COPIES OF THE 990-PF TO BE FILED WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 507 SHS AMAZON.COM INC | $82,587 | $117,026 |
| 129 SHS S&P GLOBAL INC COM STK | $44,510 | $67,414 |
| 17 SHS BOOKING HOLDINGS INC | $29,853 | $91,041 |
| 835 SHS NIKE INC CL B | $62,442 | $53,198 |
| 48 SHS COSTCO WHOLESALE CORP | $9,799 | $41,392 |
| 185 SHS BERKSHIRE HATHAWAY INC-CL B | $8,590 | $92,990 |
| 295 SHS ARTHUR J GALLAGHER & CO | $26,423 | $76,343 |
| 166 SHS PROGRESSIVE CORP OHIO | $14,345 | $37,802 |
| 281 SHS ABBOTT LABORATORIES | $33,221 | $35,206 |
| 91 SHS THERMO FISHER SCIENTIFIC INC | $39,646 | $52,730 |
| 413 SHS ZOETIS INC COM STK | $11,973 | $51,964 |
| 603 SHS ALCON INC COM STK | $24,511 | $47,522 |
| 504 SHS OTIS WORLDWIDE CORP | $48,163 | $44,024 |
| 417 SHS WASTE MANAGEMENT INC | $18,752 | $91,619 |
| 120 SHS ABODE INC | $45,939 | $41,999 |
| 287 SHS APPLIED MATERIALS INC | $49,692 | $73,756 |
| 174 SHS AUTOMATIC DATA PROCESSING INC | $44,052 | $44,758 |
| 165 SHS CADENCE DESIGN SYS INC | $44,018 | $51,576 |
| 97 SHS KLA CORPORATION | $9,486 | $117,863 |
| 249 SHS MASTERCARD INC | $63,867 | $142,149 |
| 339 SHS MICROSOFT CORP | $104,045 | $163,947 |
| 446 SHS ORACLE CORP | $16,257 | $86,930 |
| 628 SHS ALPHABET INC CL C | $8,946 | $197,066 |
| 80 SHS MCDONALD'S CORP | $24,353 | $24,450 |
| 259 SHS COCA-COLA CO | $18,519 | $18,107 |
| 180 SHS PROCTOR & GAMBLE | $30,304 | $25,796 |
| 500 SHS WALMART INC | $48,513 | $55,705 |
| 46 SHS ELI LILLY & CO | $35,311 | $49,435 |
| 143 SHS NOVO NORDISK SPONS ADR | $11,461 | $7,276 |
| 60 SHS ANALOG DEVICES INC | $10,614 | $16,272 |
| 320 SHS APPLE COMPUTER INC | $63,474 | $86,995 |
| 277 SHS NVIDIA CORP COM STK | $28,255 | $51,661 |
| 290 SHS SERVICENOW INC | $51,801 | $44,425 |
| 196 SHS TEXAS INSTRUMENTS INC | $32,514 | $34,004 |
| 24 SHS VISA INC CL A SHS | $7,832 | $8,417 |
| 43 SHS ECOLAB INC | $11,258 | $11,288 |
| 228 SHS LINDE PLC | $37,268 | $97,217 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 143531.63 SHS BBH LIMITED DURATION FUND CL 1 | AT COST | $1,448,586 | $1,508,518 |
| 110642.53 SHS BBH INCOME FUND -1 | AT COST | $1,082,566 | $993,570 |
| 32,873 SHS AKRE FOCUS FUND-SUPRA INST | AT COST | $808,785 | $2,153,510 |
| 21,736.26 SHS CLARKSTON FOUNDERS FUND - FOUNDERS CLASS | AT COST | $314,998 | $361,909 |
| 16032.69 SHS CLARKSTON SERIES TRUST CLARKSTON PARTNERS FUND FOUNDERS CL | AT COST | $160,327 | $204,096 |
| 25878 SHS BBH SELECT SERIES - MID CAP FUND CLASS 1 | AT COST | $301,995 | $291,622 |
| 73109.55 SHS BBH PARTNER FUND - INTERNATIONAL EQUITY | AT COST | $836,198 | $1,501,670 |
| 28068.87SHS GQG PART EMERG MKTS EQ-INST | AT COST | $365,373 | $499,626 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES LLP | CategoryTxt |
| Legal Fees | $24,432 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,432 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $1,215 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 FEDERAL EXCISE TAX - OVERPAYMENT APPLIED | Desc |
| Revenue And Expenses Per Books | $6,668 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,668 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN BROTHERS HARRIMAN - INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $43,888 | Amt |
| Net Investment Income | $43,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $4,596 | $4,596 | $0 |
| 2024 FEDERAL EXCISE TAX OVERPAYMENT APPLIED | $6,668 | $0 | $0 |
| FEDERAL EXCISE TAX - 2024 EXTENSION | $6,000 | $0 | $0 |
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