LINVILLE FAM TR UA 12011998: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINVILLE FAM TR UA 12011998 (EIN 13-7177348)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349104683
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T15:00:38-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137177348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINVILLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINV | BusinessNameControlTxt |
| Phone | 2124938000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BBH CO 140 BROADWAY PB-TAX S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES COKER LINVILLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,654,420 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $739,780 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $345,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,824 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$165,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,209,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $15,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $919,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,824 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,000 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,124 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,124 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,070 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,034 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,034 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,104 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,224,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,224,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,370,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,233,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$450,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,616,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $798,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $798,417 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $12,534,738 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,482,060 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,194,693 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,073,248 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,508,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,661,310 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,224,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,788,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,654,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,224,809 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,788,866 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,224,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,788,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,224,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,788,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,224,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$450,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,003 | OtherIncreasesAmt |
| Subtotal | $16,788,866 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,788,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 12. ALPHABET INC CL C | 2012-05-31 | 2022-01-06 | $33,052 | $3,497 | $29,555 | $29,555 | |
| 20. AMAZON.COM INC | 2021-11-17 | 2022-09-15 | $2,540 | $3,562 | -$1,022 | -$1,022 | |
| 325. AMAZON.COM INC | 2022-09-15 | $41,276 | $52,833 | -$11,557 | -$11,557 | ||
| 243902.439 BBH LIMITED DURATION FUND CL I | 2022-02-03 | $2,500,000 | $2,532,922 | -$32,922 | -$32,922 | ||
| 50100.2 BBH LIMITED DURATION FUND CL I | 2019-08-02 | 2022-09-14 | $500,000 | $513,527 | -$13,527 | -$13,527 | |
| 40322.581 BBH LIMITED DURATION FUND CL I | 2022-10-07 | $400,000 | $413,306 | -$13,306 | -$13,306 | ||
| 52525.252 BBH LIMITED DURATION FUND CL I | 2022-11-08 | $520,000 | $537,625 | -$17,625 | -$17,625 | ||
| 62374.245 BBH LIMITED DURATION FUND CL I | 2022-11-15 | $620,000 | $635,932 | -$15,932 | -$15,932 | ||
| 157. BAXTER INTL INC | 2022-02-10 | 2022-03-29 | $12,441 | $13,862 | -$1,421 | -$1,421 | |
| 991. BAXTER INTL INC | 2022-03-29 | $78,530 | $76,237 | $2,293 | $2,293 | ||
| 184. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2022-01-06 | $12,775 | $9,394 | $3,381 | $3,381 | ||
| 236. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2022-01-07 | $16,132 | $11,741 | $4,391 | $4,391 | ||
| 341. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2022-01-10 | $22,571 | $15,796 | $6,775 | $6,775 | ||
| 458. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2022-01-11 | $30,535 | $20,887 | $9,648 | $9,648 | ||
| 337. COLGATE PALMOLIVE CO | 2022-02-24 | $25,468 | $26,924 | -$1,456 | -$1,456 | ||
| 912. COLGATE PALMOLIVE CO | 2022-02-24 | $68,922 | $58,128 | $10,794 | $10,794 | ||
| 83. COPART INC COM STK | 2022-02-10 | 2022-08-04 | $10,810 | $10,839 | -$29 | -$29 | |
| 30. COPART INC COM STK | 2022-02-10 | 2022-08-08 | $3,877 | $3,918 | -$41 | -$41 | |
| 55. COPART INC COM STK | 2022-08-10 | $7,083 | $7,101 | -$18 | -$18 | ||
| 30. COPART INC COM STK | 2022-05-05 | 2022-08-11 | $3,881 | $3,510 | $371 | $371 | |
| 72. COPART INC COM STK | 2022-05-05 | 2022-08-29 | $8,732 | $8,424 | $308 | $308 | |
| 22. COPART INC COM STK | 2022-05-05 | 2022-08-30 | $2,646 | $2,574 | $72 | $72 | |
| 50. COPART INC COM STK | 2022-05-05 | 2022-08-31 | $5,981 | $5,850 | $131 | $131 | |
| 17. COSTCO WHOLESALE CORP | 2022-05-05 | 2022-08-15 | $9,269 | $9,135 | $134 | $134 | |
| 60. ARTHUR J GALLAGHER & CO | 2022-05-05 | 2022-06-29 | $9,803 | $10,151 | -$348 | -$348 | |
| 246. ARTHUR J GALLAGHER & CO | 2022-08-15 | $46,707 | $40,535 | $6,172 | $6,172 | ||
| 44. POOL CORP COM STK | 2022-03-02 | 2022-10-19 | $13,049 | $20,992 | -$7,943 | -$7,943 | |
| 88. POOL CORP COM STK | 2022-10-24 | $25,632 | $41,820 | -$16,188 | -$16,188 | ||
| 160. POOL CORP COM STK | 2022-10-25 | $47,659 | $72,208 | -$24,549 | -$24,549 | ||
| 69. PROGRESSIVE CORP OHIO | 2022-05-05 | 2022-06-29 | $7,873 | $7,965 | -$92 | -$92 | |
| 66. SHERWIN WILLIAMS CO | 2022-06-17 | $14,751 | $18,686 | -$3,935 | -$3,935 | ||
| 23. SHERWIN WILLIAMS CO | 2022-05-05 | 2022-07-07 | $5,520 | $6,464 | -$944 | -$944 | |
| 100. SHERWIN WILLIAMS CO | 2021-01-15 | 2022-07-07 | $24,002 | $24,082 | -$80 | -$80 | |
| 36. SHERWIN WILLIAMS CO | 2022-09-21 | $7,889 | $8,668 | -$779 | -$779 | ||
| 30. SHERWIN WILLIAMS CO | 2021-01-14 | 2022-09-22 | $6,263 | $7,216 | -$953 | -$953 | |
| 134. SHERWIN WILLIAMS CO | 2022-09-23 | $28,149 | $31,635 | -$3,486 | -$3,486 | ||
| 406. STARBUCKS CORP | 2022-05-10 | $29,310 | $36,777 | -$7,467 | -$7,467 | ||
| 762. STARBUCKS CORP | 2022-05-10 | $55,010 | $70,469 | -$15,459 | -$15,459 | ||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P | |||||
| CAPITAL GAIN DIVIDENDS | $147,613 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$165,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,095 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,095 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,775 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,775 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,680 | OverpaymentAmt |
| Applied To ES Tax | $3,096 | AppliedToESTaxAmt |
| Refund | $2,584 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| 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 | 2124938000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES COKER LINVILLE | ||||||
| 18 ETTINGER ROAD | WESTON | VT | 05161 | TRUSTEE | 1 | $0 |
| JOHN EVANS LINVILLE | ||||||
| 21 CHIMNEY CORNER CIRCLE | GUILFORD | CT | 06437 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $109,009 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,829,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,043,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,872,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,872,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $343,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,529,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,126,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,126,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,095 | TotalTaxAmt |
| Distributable Before Adj | $1,123,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,138,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,138,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,233,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,233,114 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,138,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,493 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,635 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,233,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,138,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,735 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $122,130 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $122,130 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,493 | ExcessFromYear4Amt |
| Excess From Year3 | $4,267 | ExcessFromYear3Amt |
| Excess From Year2 | $16,635 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $94,735 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PC | GENERAL SUPPORT | $17,000 | |
| CONNECTICUT FUND FOR THE ENVIRONMEN | ||||||||
| 900 CHAPEL STREET STE 2202 | NEW HAVEN | CT | 06150 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7173 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COKER COLLEGE | ||||||||
| 300 E COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 14 BROOKSIDE ROAD | Darien | CT | 06820 | NONE | PC | GENERAL SUPPORT NURSERY | $1,000 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | GENERAL SUPPORT | $500 | |
| THE BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | Bronx | NY | 10456 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MILL REEF FUND | ||||||||
| 487 GOODWYN ST | MEMPHIS | TN | 38111 | NONE | PC | GENERAL SUPPORT | $1,000 | C/O M MORGAN |
| HELEN KELLER INTERNATIONAL | ||||||||
| 352 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $330,000 | |
| CHEWONKI FOUNDATION | ||||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04568 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $11,500 | |
| OLD PARRISH CHURCH | ||||||||
| PO BOX 125 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| VERMONT FOOD BANK | ||||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RWANDA ONE HILL AT A TIME | ||||||||
| PO BOX 8 | ROWAYTON | CT | 06853 | NONE | PC | GENERAL SUPPORT | $2,000 | C/O HELEN KWESKIN |
| ANCHORS AWEIGH | ||||||||
| 404 VIRGINIA ST | KEY WEST | FL | 33040 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| KEY WEST & LOWER KEYS FISHING | ||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL SUPPORT | $4,000 | GUIDES ASSOC |
| NORTHERN WOODLANDS | ||||||||
| PO BOX 471 1776 CENTER ROAD | CORINTH | VT | 05039 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $500 | |
| PLANNED PARENTHOOD NNE | ||||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MARITIME AQUARIUM | ||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WESTON HISTORICAL SOCIETY | ||||||||
| PO BOX 247 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WESTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 52 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MOUNTAIN VALLEY HEALTH CLINIC | ||||||||
| 38 ROUTE 11 PO BOX 310 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| PARENT-CHILD HOME PROGRAM | ||||||||
| 1415 KELLUM PLACE SUITE 101 | GARDEN CITY | NY | 11530 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WESTON COMMUNITY ASSOC | ||||||||
| PO BOX 126 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| INTERNATIONAL GAME FISH ASSOCIATION | ||||||||
| 300 GULF STREAM WAY | DANIA BEACH | FL | 33004 | NONE | PC | GENERAL | $47,000 | |
| GIVE DIRECTLY | ||||||||
| P O BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | GENERAL | $5,000 | |
| HAVERFORD COLLEGE | ||||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19042 | NONE | PC | GENERAL | $500 | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 55105 | NONE | PC | GENERAL | $500 | |
| ARCHITECTURAL LEAGUE OF NY | ||||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $1,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 666 BROADWAY 9TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $15,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400331 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL | $2,000 | |
| HORN OF AFRICA EDUCATION DEVELOPMENT | ||||||||
| 446 MAIN ST 8TH FLOOR | WORCESTER | MA | 01608 | NONE | PC | GENERAL | $40,000 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET 9TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $1,000 | |
| BONEFISH & TARPON TRUST | ||||||||
| 135 SAN LORENZO AVE STE 860 | CORAL GABLES | FL | 33146 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| RWANDA GIRLS INITIATIVE | ||||||||
| PO BOX 325 | MEDINA | WA | 98039 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 22 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSE | $12,000 | |
| WESLEY HOUSE | ||||||||
| 1304 TRUMAN AVENUE | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSES | $2,000 | |
| CAMPHILL FOUNDATION | ||||||||
| 1787 ROUTE 6 | CARMEL | NY | 10512 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| SOLA AFGHANISTAN | ||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| KENSAP INC | ||||||||
| 200 INWOOD AVE | MONTCLAIR | NJ | 07043 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | NONE | PC | GENERAL CHARITABLE | $500 | |
| EARTH JUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL CHARITABLE | $43,000 | |
| NEIGHBORHOOD CONNECTIONS | ||||||||
| 5700 MTN MARKETPLACE PO BOX 207 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL CHARITABLE | $32,100 | |
| OCEANA | ||||||||
| 1350 CONNECTICUT AVE NW 5TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| VT DIGGER | ||||||||
| 26 STATE STREET SUITE 8 | MONTPELIER | VT | 05602 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| TRINITY SCHOOL | ||||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | NONE | GENERAL PURPOSE | $1,000 | |
| LONDONDERRY RESCUE SQUAD | ||||||||
| PO BOX 911 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| MASS GENERAL HOSPITAL FAUSTMAN RESEARCH | ||||||||
| BLDG 149 13TH ST ROOM 3602 | CHARLESTOWN | MA | 02129 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE LITTLE SCHOOL | ||||||||
| 8 LAWRENCE MILL RD | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| WILDER PUBLIC LIBRARY | ||||||||
| 24 LAWRENCE HILL RD | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $50,500 | |
| EDUCATION MATTERS AFRICA FDN | ||||||||
| PO BOX 966 | NORTH HAVEN | CT | 06473 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| ARTHUR ASHE INSTITUTE FOR NY | ||||||||
| 450 CLARKSON AVE 1232 | Brooklyn | NY | 11203 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| COALITION FOR THE HOMELESS | ||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FARRAR PARK ASSOCIATION | ||||||||
| 141 OLD COUNTY ROAD | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| FRESH YOUTH INITIATIVES | ||||||||
| 505 W 171ST ST | NEW YORK | NY | 10032 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| FRIENDS OF THE EVERGLADES | ||||||||
| 11767 SOUTH DIXIE HIGHWAY SUITE 232 | Miami | FL | 33156 | NONE | PC | GENERAL PURPOSE | $38,000 | |
| IMAGINE SCHOLAR (SA) | ||||||||
| PO BOX 80175 | Portland | OR | 97280 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| KEY WEST WILDLIFE CENTER | ||||||||
| 1801 WHITE ST | Key West | FL | 33040 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| NEW YORK COMMON PANTRY | ||||||||
| 8 E 109TH ST | New York | NY | 10029 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| PREP FOR PREP | ||||||||
| 328 W 71ST ST | New York | NY | 10023 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FLO | New York | NY | 10013 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| THE GROUNDSWELL FUND | ||||||||
| 548 MARKET STREET 49734 | San Francisco | CA | 94104 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| NATIONAL NETWORK OF ABORTION | ||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | NONE | PC | GENERAL | $30,000 | |
| CENTER FOR URBAN PEDAGOGY | ||||||||
| 232 THIRD ST D201 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL | $1,000 | |
| FOOD BANK FOR NEW YORK | ||||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $5,000 | |
| THE SENTENCING PROJECT | ||||||||
| 1705 DESALES ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $10,000 | |
| PRISONERS LITERATURE PROJECT | ||||||||
| 2022 BLAKE ST | BERKELEY | CA | 94704 | NONE | PC | GENERAL | $10,000 | |
| MY COMMUNITY NURSE PROJECT | ||||||||
| 5700 VT ROUTE 100 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL | $10,000 | |
| ANYONE CORPORATION | ||||||||
| 41 WEST 25TH ST FL 11 | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $1,000 | |
| SAVE THE SOUND | ||||||||
| 900 CHAPEL ST SUITE 2202 | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL | $2,000 | |
| THE COLLABORATIVE | ||||||||
| ROUTE 11 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL | $1,000 | |
| WESTON CEMETERY COMMISSION | ||||||||
| PO BOX 981004 | WESTON | VT | 05161 | NONE | PC | GENERAL | $1,000 | |
| GREATER HUDSON PROMISE | ||||||||
| 369 WARREN ST | HUDSON | NY | 12534 | NONE | PC | GENERAL | $5,000 | |
| MOUNTAIN TOWNS HOUSING PROJECT | ||||||||
| PO BOX 538 | LONDONBERRY | VT | 05148 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PS-29 | ||||||||
| 425 HENRY STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| ROWAYTON HOSE COMPANY #1 | ||||||||
| 136 ROWAYTON AVE | ROWAYTON | CT | 06853 | NONE | PC | GENERAL | $3,000 | |
| National Immigration Forum | ||||||||
| 10 G STREET NE SUITE 500 | Washington | DC | 20002 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| WESTON PLAYHOUSE THEATRE CO | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $149,400 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 4301 WILSON BLVD SUITE 300 | Arlington | VA | 22203 | NONE | PC | GENERAL PURPOSE | $12,000 | |
| Intergrated Community | ||||||||
| 443 OAK STREET | Steamboat Springs | CO | 80487 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| VIOLENCE POLICY CENTER | ||||||||
| 1025 CONNECTICUT AVE NW STE 1210 | WASHINGTON | DC | 200365421 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| AMERICANS FOR IMMIGRANT JUSTICE | ||||||||
| 6355 NW 36TH ST STE 2201 | VIRGINIA GDNS | FL | 331667060 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| THE GIVING TREE | ||||||||
| 4506 NE MLK JR BLVD | PORTLAND | OR | 97211 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| YAMPA VALLEY STRINGS | ||||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| POTCAKE PLACE K9 RESCUE USA INC | ||||||||
| 37 SEVLAND ROAD | NEWTON | MA | 02459 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| YAMPA RIVER BOTANIC PARK | ||||||||
| 1000 PAMELA LN | STEAMBOAT SPRINGS | CO | 80477 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CENTER ON JUVENILE AND CRIMINAL JUSTICE | ||||||||
| 424 GUERRERO STREET STE A | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,224,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$165,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $179,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,842 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LINVILLE CLAT UW SUSANNE G LINVIL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $739,780 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $7,070 | Amt |
| Disbursements Charitable Prps | $7,070 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | $105,031 | $270,905 |
| CELANESE CORP SERIES A | $119,415 | $133,832 |
| DIAGEO PLC SPONSORED ADR | $51,506 | $92,124 |
| NESTLE SA SPONS ADR | $34,620 | $82,468 |
| WASTE MANAGEMENT INC | $104,185 | $166,920 |
| BBH LIMITED DURATION FUND CL I | $2,009,207 | $2,030,540 |
| BBH INTERNATIONAL EQUITY FUND | $3,767,160 | $3,281,306 |
| VANGUARD INSTL INDEX FD | $4,093,692 | $8,377,008 |
| ZOETIS INC | $82,261 | $169,119 |
| ORACLE CORP | $47,481 | $96,698 |
| ALPHABET INC CL C | $147,837 | $237,796 |
| BROWN-FORMAN CORP | ||
| COPART INC | $56,860 | $136,028 |
| LINDE PLC | $151,136 | $233,871 |
| BOOKING HOLDINGS INC | $135,234 | $137,039 |
| COLGATE-PALMOLIVE | ||
| ARTHUR J GALLAGHER | $108,460 | $219,461 |
| ALCON INC | $162,103 | $199,138 |
| AO SMITH CORP | $88,534 | $97,365 |
| MASTERCARD INC | $233,439 | $261,493 |
| AMAZON INC | $172,239 | $95,340 |
| NIKE INC CL B | $126,161 | $156,910 |
| STARBUCKS CORP | ||
| PROGRESSIVE CORP OHIO | $138,086 | $204,034 |
| BAXTER INTL INC | ||
| THERMO FISHER SCIENTIFIC INC | $153,949 | $173,467 |
| GRACO INC | $130,078 | $125,036 |
| SHERWIN WILLIAMS CO | ||
| S&P GLOBAL INC COM STK | $126,581 | $120,913 |
| ABBOT LABORATORIES | $128,629 | $115,280 |
| DOLLAR GENERAL CORP COM STK | $74,503 | $127,311 |
| COSTCO WHOLESALE CORP | $107,792 | $154,297 |
| KLA CORP | $113,183 | $171,172 |
| SIGNATURE BANK COM STK | $198,779 | $83,304 |
| ADOBE INC | $129,159 | $110,382 |
| MICROSOFT CORP | $257,144 | $208,404 |
| TEXAS INSTRUMENTS INC | $127,616 | $125,732 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLARKSTON CAPITAL PARTNERS | AT COST | $665,781 | $749,633 |
| ALTAROCK PARTNERS | AT COST | $442,608 | $516,285 |
| BARES MID/LARGE CAP | |||
| CLARKSTON FOUNDERS FUND | AT COST | $600,000 | $587,718 |
| GQG PART EMERG | AT COST | $800,000 | $807,674 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,124 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,124 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 CHAR500 ANNUAL FILING | $750 | $0 | $750 |
| ALM MEDIA | $170 | $0 | $170 |
| ADR FEES | $24 | $24 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| RECOVERY OF PRIOR YR QUALIFYING DISTRIB | $15,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $116,034 | Amt |
| Net Investment Income | $116,034 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $11,800 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,492 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6,673 | $6,673 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $431 | $431 | $0 |