LINVILLE FAM TR UA 12011998: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINVILLE FAM TR UA 12011998 (EIN 13-7177348)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-12
- IRS object ID
- 202232249349100413
- Schema version
- 2021v4.1
- 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
- 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 | 2022-08-12T10:00:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2022-08-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,584,709 | 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 | $820,728 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $429,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $429,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $904,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,340,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $904,110 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,153,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,333,210 | TotalNetInvstIncmAmt |
| 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 | $1,476 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,476 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,975 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,975 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,432 | 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 | $934 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $910 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,212,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,212,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,352,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,219,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $801,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,207,779 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,013,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,616,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,616,823 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $12,466,478 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,534,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,814,360 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $1,931 | MortgageLoansBOYAmt |
| Other Investments BOY | $2,941,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,073,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,152,904 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,423,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,224,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,584,087 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,423,533 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,224,809 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,423,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,224,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,423,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,224,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,423,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $801,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $17,224,809 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,224,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3. ALPHABET INC CL C | 2021-02-05 | $6,278 | $902 | $5,376 | $5,376 | ||
| 16. ALPHABET INC CL C | 2021-08-11 | $44,029 | $4,755 | $39,274 | $39,274 | ||
| 42. BERKSHIRE HATHAWAY INC-CL B | 2021-03-12 | $10,929 | $3,790 | $7,139 | $7,139 | 1970-01-01 | |
| 9. CELANESE CORP COM STK | 2021-01-06 | $1,237 | $661 | $576 | $576 | 2020-03-12 | |
| 35. CELANESE CORP COM STK | 2021-01-06 | $4,810 | $1,500 | $3,310 | $3,310 | 2013-03-27 | |
| 329. COMCAST CORP CL A | 2021-01-06 | $16,569 | $3,170 | $13,399 | $13,399 | 1970-01-01 | |
| 149. COMCAST CORP CL A | 2021-02-05 | $7,601 | $1,435 | $6,166 | $6,166 | 1970-01-01 | |
| 153. COMCAST CORP CL A | 2021-03-12 | $8,734 | $1,474 | $7,260 | $7,260 | 1970-01-01 | |
| 986. COMCAST CORP CL A | 2021-10-20 | $53,787 | $9,499 | $44,288 | $44,288 | 1970-01-01 | |
| 68. DIAGEO PLC- SPONSORED ADR | 2021-02-05 | $11,081 | $4,060 | $7,021 | $7,021 | 2008-10-06 | |
| 84. DIAGEO PLC- SPONSORED ADR | 2021-06-15 | $16,403 | $4,815 | $11,588 | $11,588 | ||
| 71. DIAGEO PLC- SPONSORED ADR | 2021-09-24 | $13,488 | $4,044 | $9,444 | $9,444 | 2008-10-09 | |
| 44. FLEETCOR TECHNOLOGIES INC COM STK | 2021-02-05 | $11,340 | $5,167 | $6,173 | $6,173 | 2016-02-03 | |
| 31. FLEETCOR TECHNOLOGIES INC COM STK | 2021-03-03 | $8,747 | $3,637 | $5,110 | $5,110 | ||
| 114. FLEETCOR TECHNOLOGIES INC COM STK | 2021-03-11 | $32,608 | $13,301 | $19,307 | $19,307 | ||
| 115. FLEETCOR TECHNOLOGIES INC COM STK | 2021-03-12 | $32,624 | $13,378 | $19,246 | $19,246 | 2016-02-08 | |
| 78. FLEETCOR TECHNOLOGIES INC COM STK | 2021-03-15 | $22,035 | $8,850 | $13,185 | $13,185 | ||
| 11.24 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2021-01-15 | $11 | $11 | 2001-01-19 | |||
| 1904.6 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2021-02-16 | $1,905 | $1,919 | -$14 | -$14 | 2001-01-19 | |
| 76. KLA CORPORATION | 2021-01-14 | $23,313 | $7,567 | $15,746 | $15,746 | 2018-10-05 | |
| 26. KLA CORPORATION | 2021-02-05 | $7,495 | $2,589 | $4,906 | $4,906 | 2018-10-05 | |
| 399. ORACLE CORP | 2021-07-12 | $34,829 | $15,118 | $19,711 | $19,711 | 2016-10-13 | |
| 117. ORACLE CORP | 2021-08-11 | $10,532 | $4,433 | $6,099 | $6,099 | 2016-10-13 | |
| 123. ORACLE CORP | 2021-10-20 | $11,933 | $4,528 | $7,405 | $7,405 | ||
| 432. HENRY SCHEIN INC COM STK | 2021-02-25 | $26,974 | $23,422 | $3,552 | $3,552 | ||
| 246. HENRY SCHEIN INC COM STK | 2021-03-02 | $15,576 | $12,944 | $2,632 | $2,632 | 2018-03-19 | |
| 124. HENRY SCHEIN INC COM STK | 2021-03-15 | $8,497 | $6,468 | $2,029 | $2,029 | ||
| 109. HENRY SCHEIN INC COM STK | 2021-03-18 | $7,406 | $5,617 | $1,789 | $1,789 | 2018-03-22 | |
| 93. HENRY SCHEIN INC COM STK | 2021-03-19 | $6,236 | $4,792 | $1,444 | $1,444 | 2018-03-22 | |
| 71. HENRY SCHEIN INC COM STK | 2021-03-22 | $4,716 | $3,659 | $1,057 | $1,057 | 2018-03-22 | |
| 200. HENRY SCHEIN INC COM STK | 2021-03-26 | $13,388 | $10,306 | $3,082 | $3,082 | 2018-03-22 | |
| 28. AO SMITH CORP COM STK | 2021-01-06 | $1,574 | $1,318 | $256 | $256 | 2019-12-18 | |
| 160. AO SMITH CORP COM STK | 2021-04-26 | $10,867 | $7,523 | $3,344 | $3,344 | ||
| 170. AO SMITH CORP COM STK | 2021-08-11 | $12,226 | $7,811 | $4,415 | $4,415 | ||
| 282. VISA INC- CL.A SHARES | 2021-11-15 | $59,942 | $55,183 | $4,759 | $4,759 | ||
| 17. VISA INC- CL.A SHARES | 2021-11-15 | $3,614 | $4,049 | -$435 | -$435 | 2021-07-12 | |
| 51. ALLEGION PLC- COM STK | 2021-01-06 | $5,993 | $4,172 | $1,821 | $1,821 | ||
| 122. ALLEGION PLC- COM STK | 2021-01-28 | $13,558 | $9,942 | $3,616 | $3,616 | ||
| 84. ALLEGION PLC- COM STK | 2021-02-05 | $9,546 | $6,839 | $2,707 | $2,707 | ||
| 70. ALLEGION PLC- COM STK | 2021-02-16 | $7,744 | $5,698 | $2,046 | $2,046 | 2018-06-18 | |
| 77. ALLEGION PLC- COM STK | 2021-02-19 | $8,372 | $6,260 | $2,112 | $2,112 | ||
| 73. ALLEGION PLC- COM STK | 2021-02-26 | $7,942 | $5,926 | $2,016 | $2,016 | 2018-06-15 | |
| 73. ALLEGION PLC- COM STK | 2021-03-03 | $8,189 | $5,911 | $2,278 | $2,278 | ||
| 71. ALLEGION PLC- COM STK | 2021-03-05 | $7,977 | $5,738 | $2,239 | $2,239 | ||
| 63. ALLEGION PLC- COM STK | 2021-03-05 | $7,088 | $5,090 | $1,998 | $1,998 | 2018-06-08 | |
| 878. PERRIGO CO PLC COM STK | 2021-01-14 | $39,243 | $79,299 | -$40,056 | -$40,056 | ||
| 464. PERRIGO CO PLC COM STK | 2021-01-15 | $20,449 | $37,581 | -$17,132 | -$17,132 | ||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P | |||||
| CAPITAL GAIN DIVIDENDS | $501,893 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $904,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,272 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,072 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $6,283 | OverpaymentAmt |
| Applied To ES Tax | $6,283 | AppliedToESTaxAmt |
| Refund | $0 | 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 4TH 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 & CO | 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 | $104,463 | 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 | $24,680,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $889,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,569,575 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,569,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $383,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,186,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,259,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,259,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,788 | TotalTaxAmt |
| Distributable Before Adj | $1,242,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,242,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,242,514 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,219,136 | 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 | $1,219,136 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,242,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,871 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,267 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,635 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,219,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,219,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,378 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,378 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,395 | 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 | $27,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $6,493 | ExcessFromYear3Amt |
| Excess From Year2 | $4,267 | ExcessFromYear2Amt |
| Excess From Year1 | $16,635 | ExcessFromYear1Amt |
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 | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RIVERS | ||||||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| KALMIA GARDENS | ||||||||||||
| 1624 W CAROLINA AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $3,000 | |||||
| BOYS CLUB OF NEW YORK | ||||||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| COLUMBIA UNIVERSITY SCHOOL OF LAW | ||||||||||||
| 435 WEST 116TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| CONNECTICUT FUND FOR THE ENVIRONMEN | ||||||||||||
| 900 CHAPEL STREET STE 2202 | NEW HAVEN | CT | 06150 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| HARTSVILLE MUSEUM FDN | ||||||||||||
| PO BOX 431 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| COKER FARMS | ||||||||||||
| PO BOX 1563 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| 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 | $100,000 | |||||
| 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 | $5,000 | |||||
| MANHATTAN INSTITUTE | ||||||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| MILL REEF FUND | ||||||||||||
| 487 GOODWYN ST | MEMPHIS | TN | 38111 | NONE | PC | GENERAL SUPPORT | $1,000 | C/O M MORGAN | ||||
| WESTON PLAYHOUSE THEATRE CO | ||||||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $101,000 | |||||
| HELEN KELLER INTERNATIONAL | ||||||||||||
| 352 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $237,750 | |||||
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| OLD PARRISH CHURCH | ||||||||||||
| PO BOX 125 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| 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 | $2,000 | |||||
| KEY WEST & LOWER KEYS FISHING | ||||||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL SUPPORT | $12,000 | 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 | $20,000 | |||||
| MARITIME AQUARIUM | ||||||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| VERMONT PUBLIC RADIO | ||||||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| VERMONT PUBLIC TELEVISION | ||||||||||||
| 204 ETHAN ALLEN AVENUE | COLCHESTER | VT | 054463308 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| 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 | $27,000 | |||||
| LOWER KEYS FISHING GUIDES ASSN | ||||||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL | $4,000 | |||||
| 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 | |||||
| KITE'S NEST | ||||||||||||
| 108 S FRONT STREET | HUDSON | NY | 12534 | NONE | PC | GENERAL | $10,000 | |||||
| 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 | $50,000 | |||||
| SUNDAYS ON THE HILL | ||||||||||||
| PO BOX 74 | WESTON | VT | 05161 | NONE | PC | GENERAL | $1,000 | |||||
| NEW YORK PUBLIC RADIO | ||||||||||||
| 160 VARICK STREET 9TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $1,000 | |||||
| WESTON RECREATIONAL CLUB | ||||||||||||
| PO BOX 115 | WESTON | VT | 05161 | NONE | PC | GENERAL | $500 | |||||
| BONEFISH & TARPON TRUST | ||||||||||||
| 135 SAN LORENZO AVE STE 860 | CORAL GABLES | FL | 33146 | NONE | PC | GENERAL PURPOSE | $7,000 | |||||
| THE STUDIOS OF KEY WEST | ||||||||||||
| 533 EATON STREET | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSE | $5,000 | |||||
| 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 | $2,000 | |||||
| WESLEY HOUSE | ||||||||||||
| 1304 TRUMAN AVENUE | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSES | $2,500 | |||||
| CAMPHILL FOUNDATION | ||||||||||||
| 1787 ROUTE 6 | CARMEL | NY | 10512 | 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 | $30,000 | |||||
| VT DIGGER | ||||||||||||
| 26 STATE STREET SUITE 8 | MONTPELIER | VT | 05602 | NONE | PC | GENERAL CHARITABLE | $5,000 | |||||
| TRUTHOUT | ||||||||||||
| PO BOX 276414 | SACRAMENTO | CA | 95827 | NONE | PC | GENERAL CHARITABLE | $4,000 | |||||
| ABAARSO SCHOOL | ||||||||||||
| PO BOX 60722 | WORCESTER | MA | 01606 | NONE | NONE | GENERAL PURPOSE | $25,000 | |||||
| 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 | $10,000 | |||||
| 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 | $10,000 | |||||
| WESTON PLAYHOUSE THEATRE CO EFS FUND | ||||||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $20,000 | |||||
| EDUCATION MATTERS AFRICA FDN | ||||||||||||
| PO BOX 966 | NORTH HAVEN | CT | 06473 | NONE | PC | GENERAL PURPOSE | $165,000 | |||||
| ARTHUR ASHE INSTITUTE FOR NY | ||||||||||||
| 450 CLARKSON AVE 1232 | Brooklyn | NY | 11203 | NONE | PC | GENERAL PURPOSE | $3,000 | |||||
| COALITION FOR THE HOMELESS | ||||||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $4,000 | |||||
| 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 | $3,000 | |||||
| FRIENDS OF THE EVERGLADES | ||||||||||||
| 11767 SOUTH DIXIE HIGHWAY SUITE 232 | Miami | FL | 33156 | NONE | PC | GENERAL PURPOSE | $20,000 | |||||
| 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 | $5,000 | |||||
| PREP FOR PREP | ||||||||||||
| 328 W 71ST ST | New York | NY | 10023 | NONE | PC | GENERAL PURPOSE | $3,000 | |||||
| PROPUBLICA | ||||||||||||
| 155 AVENUE OF THE AMERICAS 13TH FLO | New York | NY | 10013 | NONE | PC | GENERAL PURPOSE | $3,000 | |||||
| THE GROUNDSWELL FUND | ||||||||||||
| 548 MARKET STREET 49734 | San Francisco | CA | 94104 | NONE | PC | GENERAL PURPOSE | $15,000 | |||||
| USAP SCHOOL | ||||||||||||
| NONE | PC | GENERAL PURPOSE | $25,000 | 139 CHELTENHAM RD | RUWA | ZI | 00000 | |||||
| NATIONAL NETWORK OF ABORTION | ||||||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | NONE | PC | GENERAL | $15,000 | |||||
| CENTER FOR URBAN PEDAGOGY | ||||||||||||
| 232 THIRD ST D201 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL | $1,000 | |||||
| BAHAMA VILLAGE MUSIC PROGRAM | ||||||||||||
| 103 OLIVIA ST | KEY WEST | FL | 33040 | NONE | PC | GENERAL | $3,000 | |||||
| EVERGLADES SOCIETY FOR | ||||||||||||
| 201 COPELAND AVE | EVERGLADES CITY | FL | 34139 | NONE | PC | GENERAL | $1,000 | HISTORIC PRESERVATION | ||||
| MY COMMUNITY NURSE PROJECT | ||||||||||||
| 5700 VT ROUTE 100 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL | $10,000 | |||||
| FRIENDS OF WLRN INC | ||||||||||||
| PO BOX 01-9731 | MIAMI | FL | 33101 | NONE | PC | GENERAL | $2,500 | |||||
| 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 | $1,500 | |||||
| ROWAYTON HOSE COMPANY | ||||||||||||
| 136 ROWAYTON AVE | ROWAYTON | CT | 06853 | NONE | PC | GENERAL | $3,000 | |||||
| FRIENDS OF THE WESTON COMMUNITY | ||||||||||||
| PO BOX 111 | WESTON | VT | 05161 | NONE | PC | GENERAL | $51,000 | |||||
| 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 | |||||
| CHEWONKI FOUNDATION | ||||||||||||
| 485 CHEWONKI RD | WISCASSET | ME | 04578 | NONE | PC | GENERAL | $1,000 | |||||
| GREATER HUDSON PROMISE | ||||||||||||
| 369 WARREN ST | HUDSON | NY | 12534 | NONE | PC | GENERAL | $4,000 | |||||
| PS-11 PARENT TEACHER ASSOCIATION | ||||||||||||
| 419 WAVERLY AVE | BROOKLYN | NY | 11238 | NONE | PC | GENERAL | $1,000 | |||||
| ROWAYTON ELEMENTARY SCHOOL PTA | ||||||||||||
| ONE ROTON AVE | ROWAYTON | CT | 06853 | NONE | PC | GENERAL | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,212,750 | 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 | $429,100 | 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 | $904,110 | 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 | $1,333,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,333,210 | 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 | $820,728 | 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 | $4,000 | Amt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | $68,947 | $228,436 |
| CELANESE CORP SERIES A | $43,654 | $124,364 |
| COMCAST CORP CL A | ||
| DIAGEO PLC SPONSORED ADR | $18,888 | $78,370 |
| NESTLE SA SPONS ADR | $34,620 | $100,365 |
| HENRY SCHEIN INC COM STK | ||
| FLEETCOR TECH INC COM STK | ||
| WASTE MANAGEMENT INC | $29,419 | $100,975 |
| BBH LIMITED DURATION FUND CL I | $6,642,519 | $6,720,339 |
| BBH INTERNATIONAL EQUITY FUND | $2,517,160 | $2,958,932 |
| VANGUARD INSTL INDEX FD | $1,398,000 | $7,271,141 |
| PERRIGO CO PLC COM STK | ||
| ZOETIS INC | $24,718 | $207,426 |
| ORACLE CORP | $36,173 | $89,914 |
| ALPHABET INC CL C | $28,949 | $289,359 |
| BROWN-FORMAN CORP | $57,818 | $88,816 |
| COPART INC | $56,041 | $168,298 |
| ALLEGION PLC | ||
| KLA-TENCOR CORP | ||
| LINDE PLC | $91,677 | $183,261 |
| BOOKING HOLDINGS INC | $60,467 | $76,775 |
| COLGATE-PALMOLIVE | $64,376 | $84,572 |
| ARTHUR J GALLAGHER | $104,460 | $193,254 |
| ALCON INC | $95,714 | $164,657 |
| AO SMITH CORP | $52,590 | $100,960 |
| MASTERCARD INC | $139,477 | $179,660 |
| AMAZON INC | $152,336 | $160,048 |
| NIKE INC CL B | $58,229 | $119,169 |
| STARBUCKS CORP | $71,595 | $90,301 |
| PROGRESSIVE CORP OHIO | $85,206 | $111,786 |
| BAXTER INTL INC | $76,237 | $85,067 |
| THERMO FISHER SCIENTIFIC INC | $80,550 | $122,105 |
| GRACO INC | $72,562 | $83,119 |
| VISA INC CLA A | ||
| SHERWIN WILLIAMS CO | $71,601 | $105,648 |
| S&P GLOBAL INC COM STK | $76,067 | $103,825 |
| ABBOT LABORATORIES | $97,726 | $112,029 |
| DOLLAR GENERAL CORP COM STK | $31,869 | $75,701 |
| COSTCO WHOLESALE CORP | $74,496 | $156,118 |
| KLA CORP | $20,597 | $79,570 |
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 | $548,804 | $747,240 |
| ALTAROCK PARTNERS | AT COST | $421,638 | $690,022 |
| BARES MID/LARGE CAP | AT COST | $802,806 | $1,089,947 |
| CLARKSTON FOUNDERS FUND | AT COST | $500,000 | $547,518 |
| GQG PART EMERG | AT COST | $800,000 | $1,078,177 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,476 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,476 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $24 | $24 | $0 |
| NY FILING FEE | $750 | $0 | $750 |
| WSJ ADVERTISING FEE | $160 | $0 | $160 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $117,975 | Amt |
| Net Investment Income | $117,975 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $6,000 | $0 | $0 |
| FEDERAL TAX PAMENT - ESTIMATES | $2,100 | $0 | $0 |
| FOREIGN TAX PAID | $7,432 | $7,432 | $0 |
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