LINVILLE FAM TR UA 12011998: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LINVILLE FAM TR UA 12011998 (EIN 13-7177348)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202123059349100797
- Schema version
- 2020v4.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T15:00:17-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-22 | 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 | 2021-10-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $24,386,516 | 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 | $370,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,270 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $534,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,006,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $534,756 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,948 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,728,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $905,024 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,899 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,899 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,703 | 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 | $1,290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,290 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $121,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,043,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,043,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,165,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,049,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $563,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $805,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,030,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,013,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,013,134 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $13,279,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,466,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,180,882 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $3,568 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,931 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,950 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,546,432 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,941,990 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,190,550 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,860,183 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,423,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,386,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,860,183 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,423,533 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,860,183 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,423,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,860,183 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,423,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,860,183 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $563,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11 | OtherIncreasesAmt |
| Subtotal | $16,423,533 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,423,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (132 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 70. ALPHABET INC CL C | 2020-03-16 | $78,771 | $31,591 | $47,180 | $47,180 | ||
| 26. ALPHABET INC CL C | 2020-08-06 | $38,990 | $7,827 | $31,163 | $31,163 | ||
| 5. ALPHABET INC CL C | 2020-11-02 | $8,127 | $1,504 | $6,623 | $6,623 | 2012-05-02 | |
| 16728.155 BBH LIMITED DURATION FUND CL I | 2020-03-04 | $172,300 | $174,140 | -$1,840 | -$1,840 | 2013-04-17 | |
| 9699.321 BBH LIMITED DURATION FUND CL I | 2020-12-09 | $100,000 | $100,970 | -$970 | -$970 | 2013-04-17 | |
| 369. BERKSHIRE HATHAWAY INC-CL B | 2020-05-13 | $62,814 | $33,300 | $29,514 | $29,514 | 1970-01-01 | |
| 4. BOOKING HOLDINGS INC COM STK | 2020-09-11 | $7,133 | $7,690 | -$557 | -$557 | 2019-12-04 | |
| 6. BOOKING HOLDINGS INC COM STK | 2020-09-11 | $10,699 | $11,346 | -$647 | -$647 | 2019-08-15 | |
| 396. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2020-03-19 | $28,917 | $60,082 | -$31,165 | -$31,165 | ||
| 94. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2020-05-26 | $6,009 | $5,155 | $854 | $854 | 2019-07-31 | |
| 124. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2020-09-02 | $9,918 | $6,801 | $3,117 | $3,117 | 2019-07-31 | |
| 65. CELANESE CORP COM STK | 2020-12-04 | $8,613 | $5,387 | $3,226 | $3,226 | ||
| 74. CELANESE CORP COM STK | 2020-12-09 | $9,669 | $5,435 | $4,234 | $4,234 | 2020-03-12 | |
| 163. COMCAST CORP CL A | 2020-02-28 | $6,435 | $1,570 | $4,865 | $4,865 | 1970-01-01 | |
| 2161. COMCAST CORP CL A | 2020-02-28 | $85,100 | $20,819 | $64,281 | $64,281 | ||
| 360. COMCAST CORP CL A | 2020-03-04 | $15,192 | $3,468 | $11,724 | $11,724 | 1970-01-01 | |
| 174. COMCAST CORP CL A | 2020-03-13 | $6,306 | $1,676 | $4,630 | $4,630 | 1970-01-01 | |
| 485. COMCAST CORP CL A | 2020-03-25 | $16,368 | $4,673 | $11,695 | $11,695 | ||
| 290. COMCAST CORP CL A | 2020-05-13 | $10,049 | $2,794 | $7,255 | $7,255 | 1970-01-01 | |
| 37. COPART INC COM STK | 2020-05-21 | $3,203 | $1,962 | $1,241 | $1,241 | 2019-02-20 | |
| 67. COPART INC COM STK | 2020-09-04 | $6,916 | $3,526 | $3,390 | $3,390 | ||
| 73. COPART INC COM STK | 2020-09-17 | $7,429 | $3,817 | $3,612 | $3,612 | 2018-10-03 | |
| 141. COPART INC COM STK | 2020-10-23 | $16,121 | $7,361 | $8,760 | $8,760 | ||
| 40. COPART INC COM STK | 2020-11-02 | $4,529 | $2,087 | $2,442 | $2,442 | ||
| 196. DIAGEO PLC- SPONSORED ADR | 2020-11-12 | $29,812 | $11,702 | $18,110 | $18,110 | 2008-10-06 | |
| 71. DOLLAR GENERAL CORP COM STK | 2020-05-13 | $12,902 | $7,780 | $5,122 | $5,122 | 2019-03-14 | |
| 76. DOLLAR GENERAL CORP COM STK | 2020-09-23 | $15,615 | $8,119 | $7,496 | $7,496 | ||
| 40. DOLLAR GENERAL CORP COM STK | 2020-10-23 | $8,560 | $4,178 | $4,382 | $4,382 | ||
| 17.81 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-01-15 | $18 | $18 | 2001-01-19 | |||
| 17.93 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-02-18 | $18 | $18 | 2001-01-19 | |||
| 20.35 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-03-16 | $20 | $21 | -$1 | -$1 | 2001-01-19 | |
| 18.17 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-04-15 | $18 | $18 | 2001-01-19 | |||
| 22.88 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-05-15 | $23 | $23 | 2001-01-19 | |||
| 23.28 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-06-15 | $23 | $23 | 2001-01-19 | |||
| 18.57 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-07-15 | $19 | $19 | 2001-01-19 | |||
| 23.29 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-08-17 | $23 | $23 | 2001-01-19 | |||
| 23.44 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-09-15 | $23 | $24 | -$1 | -$1 | 2001-01-19 | |
| 18.98 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-10-15 | $19 | $19 | 2001-01-19 | |||
| 19.12 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-11-16 | $19 | $19 | 2001-01-19 | |||
| 1400.87 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2020-12-15 | $1,401 | $1,412 | -$11 | -$11 | 2001-01-19 | |
| 20668.903 LONGLEAF PARTNERS SMALL CAP FD | 2020-11-25 | $507,628 | $600,000 | -$92,372 | -$92,372 | ||
| 33. NOVARTIS AG - ADR | 2020-03-09 | $2,708 | $1,613 | $1,095 | $1,095 | 1970-01-01 | |
| 943. NOVARTIS AG - ADR | 2020-09-16 | $85,073 | $45,755 | $39,318 | $39,318 | ||
| 1808. ORACLE CORP | 2020-03-06 | $85,315 | $69,782 | $15,533 | $15,533 | ||
| 124. ORACLE CORP | 2020-03-13 | $5,616 | $4,786 | $830 | $830 | 2016-06-27 | |
| 539. ORACLE CORP | 2020-09-11 | $30,963 | $20,719 | $10,244 | $10,244 | ||
| 301. ORACLE CORP | 2020-10-23 | $18,018 | $11,515 | $6,503 | $6,503 | ||
| 233. ORACLE CORP | 2020-10-28 | $12,981 | $8,837 | $4,144 | $4,144 | ||
| 126. AO SMITH CORP COM STK | 2020-06-09 | $6,230 | $6,158 | $72 | $72 | ||
| 53. AO SMITH CORP COM STK | 2020-12-16 | $2,929 | $2,465 | $464 | $464 | 2019-12-12 | |
| 105. AO SMITH CORP COM STK | 2020-12-17 | $5,794 | $4,877 | $917 | $917 | ||
| 151. U S BANCORP | 2020-02-28 | $6,864 | $3,354 | $3,510 | $3,510 | 2009-12-18 | |
| 949. U S BANCORP | 2020-03-09 | $34,828 | $21,078 | $13,750 | $13,750 | 2009-12-18 | |
| 488. U S BANCORP | 2020-03-10 | $18,074 | $10,839 | $7,235 | $7,235 | 2009-12-18 | |
| 781. U S BANCORP | 2020-03-12 | $25,032 | $17,082 | $7,950 | $7,950 | ||
| 65. UNILEVER N V-NY SHARES (DELISTED) | 2020-02-28 | $3,398 | $3,904 | -$506 | -$506 | 2019-11-08 | |
| 115. UNILEVER N V-NY SHARES (DELISTED) | 2020-03-09 | $6,180 | $4,419 | $1,761 | $1,761 | 2014-03-13 | |
| 17. UNILEVER N V-NY SHARES (DELISTED) | 2020-03-09 | $914 | $1,021 | -$107 | -$107 | 2019-11-08 | |
| 229. UNILEVER N V-NY SHARES (DELISTED) | 2020-03-16 | $10,063 | $8,800 | $1,263 | $1,263 | 2014-03-13 | |
| 162. UNILEVER N V-NY SHARES (DELISTED) | 2020-05-26 | $7,836 | $6,224 | $1,612 | $1,612 | ||
| 237. UNILEVER N V-NY SHARES (DELISTED) | 2020-07-09 | $12,330 | $9,095 | $3,235 | $3,235 | ||
| 215. UNILEVER N V-NY SHARES (DELISTED) | 2020-08-06 | $12,672 | $8,213 | $4,459 | $4,459 | ||
| 317. UNILEVER N V-NY SHARES (DELISTED) | 2020-08-07 | $18,432 | $11,853 | $6,579 | $6,579 | ||
| 166. WASTE MANAGEMENT INC | 2020-10-29 | $17,885 | $5,488 | $12,397 | $12,397 | 2007-12-20 | |
| 85. ALLEGION PLC- COM STK | 2020-12-09 | $9,488 | $7,172 | $2,316 | $2,316 | ||
| 233. LINDE PLC COM STK | 2020-06-09 | $49,991 | $38,085 | $11,906 | $11,906 | 2018-10-31 | |
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,232 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $534,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,375 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,375 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,184 | OverpaymentAmt |
| Applied To ES Tax | $9,184 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $20,918,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $274,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,192,430 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,192,430 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,874,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,043,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,043,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,191 | TotalTaxAmt |
| Distributable Before Adj | $1,032,536 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,032,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,032,536 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,049,171 | 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 | $1,049,171 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,049,171 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,032,536 | 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 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,871 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,138 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,049,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,032,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,635 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,773 | 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 | $50,773 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $29,871 | ExcessFromYear2Amt |
| Excess From Year1 | $4,267 | ExcessFromYear1Amt |
| Excess From Current Year | $16,635 | 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $34,000 | |||||
| THE TRUST FOR PUBLIC LAND | ||||||||||||
| 666 BROADWAY 9TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $5,000 | |||||
| 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 | $2,000 | |||||
| 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 | $12,000 | |||||
| THE STUDIOS OF KEY WEST | ||||||||||||
| 533 EATON STREET | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSE | $4,000 | |||||
| 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 | $4,000 | |||||
| CAMPHILL FOUNDATION | ||||||||||||
| 1787 ROUTE 6 | CARMEL | NY | 10512 | NONE | PC | GENERAL CHARITABLE | $500 | |||||
| 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 | $1,500 | |||||
| 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 | $33,000 | |||||
| NEIGHBORHOOD CONNECTIONS | ||||||||||||
| 5700 MTN MARKETPLACE PO BOX 207 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL CHARITABLE | $25,000 | |||||
| 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 | $3,000 | |||||
| TRINITY SCHOOL | ||||||||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | NONE | GENERAL PURPOSE | $1,000 | |||||
| POTCAKEPLACE | ||||||||||||
| NONE | PC | GENERAL PURPOSE | $6,000 | 40 SALTMILLS PLAZA | PROVIDENCIALES | TK | TKCA 1ZZ | |||||
| 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 | $4,000 | |||||
| WILDER PUBLIC LIBRARY | ||||||||||||
| 24 LAWRENCE HILL RD | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $8,000 | |||||
| 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 | $168,334 | |||||
| LOWER KEYS FISHING GUIDES ASSN | ||||||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL | $4,000 | |||||
| INTERNATIONAL GAME FISH ASSOCIATION | ||||||||||||
| 300 GULF STREAM WAY | DANIA BEACH | FL | 33004 | NONE | PC | GENERAL | $35,000 | |||||
| WESTON COMMUNITY ASSOC | ||||||||||||
| PO BOX 126 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $6,000 | |||||
| PARENT-CHILD HOME PROGRAM | ||||||||||||
| 1415 KELLUM PLACE SUITE 101 | GARDEN CITY | NY | 11530 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| MOUNTAIN VALLEY HEALTH CLINIC | ||||||||||||
| 38 ROUTE 11 PO BOX 310 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| WESTON VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| PO BOX 52 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| WESTON HISTORICAL SOCIETY | ||||||||||||
| PO BOX 247 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| VERMONT PUBLIC TELEVISION | ||||||||||||
| 204 ETHAN ALLEN AVENUE | COLCHESTER | VT | 054463308 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| VERMONT PUBLIC RADIO | ||||||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| MARITIME AQUARIUM | ||||||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| PLANNED PARENTHOOD NNE | ||||||||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| LAWRENCEVILLE SCHOOL | ||||||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| NORTHERN WOODLANDS | ||||||||||||
| PO BOX 471 1776 CENTER ROAD | CORINTH | VT | 05039 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| ANCHORS AWEIGH | ||||||||||||
| 404 VIRGINIA ST | KEY WEST | FL | 33040 | NONE | PC | GENERAL SUPPORT | $2,000 | |||||
| RWANDA ONE HILL AT A TIME | ||||||||||||
| PO BOX 8 | ROWAYTON | CT | 06853 | NONE | PC | GENERAL SUPPORT | $2,000 | C/O HELEN KWESKIN | ||||
| VERMONT FOOD BANK | ||||||||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| OLD PARRISH CHURCH | ||||||||||||
| PO BOX 125 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| HELEN KELLER INTERNATIONAL | ||||||||||||
| 352 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $164,667 | |||||
| WESTON PLAYHOUSE THEATRE CO | ||||||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $101,000 | |||||
| MILL REEF FUND | ||||||||||||
| 487 GOODWYN ST | MEMPHIS | TN | 38111 | NONE | PC | GENERAL SUPPORT | $1,000 | C/O M MORGAN | ||||
| MANHATTAN INSTITUTE | ||||||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| THE BRONX MUSEUM OF THE ARTS | ||||||||||||
| 1040 GRAND CONCOURSE | Bronx | NY | 10456 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| PRINCETON UNIVERSITY | ||||||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | GENERAL SUPPORT | $1,500 | |||||
| COKER COLLEGE | ||||||||||||
| 300 E COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||
| DAVIDSON COLLEGE | ||||||||||||
| PO BOX 7173 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| COKER FARMS | ||||||||||||
| PO BOX 1563 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| HARTSVILLE MUSEUM FDN | ||||||||||||
| PO BOX 431 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| CONNECTICUT FUND FOR THE ENVIRONMEN | ||||||||||||
| 900 CHAPEL STREET STE 2202 | NEW HAVEN | CT | 06150 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| COLUMBIA UNIVERSITY SCHOOL OF LAW | ||||||||||||
| 435 WEST 116TH STREET | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| BOYS CLUB OF NEW YORK | ||||||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PC | GENERAL SUPPORT | $17,000 | |||||
| KALMIA GARDENS | ||||||||||||
| 1624 W CAROLINA AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $3,000 | |||||
| AMERICAN RIVERS | ||||||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $6,000 | |||||
| ARTHUR ASHE INSTITUTE FOR NY | ||||||||||||
| 450 CLARKSON AVE 1232 | Brooklyn | NY | 11203 | NONE | PC | GENERAL PURPOSE | $3,000 | |||||
| COALITION FOR THE HOMELESS | ||||||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $3,000 | C/O BBH | ||||
| FARRAR PARK ASSOCIATION | ||||||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $1,000 | C/O BBH | ||||
| FRESH YOUTH INITIATIVES | ||||||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $3,000 | C/O BBH | ||||
| FRIENDS OF THE EVERGLADES | ||||||||||||
| 11767 SOUTH DIXIE HIGHWAY SUITE 232 | Miami | FL | 33156 | NONE | PC | GENERAL PURPOSE | $3,000 | |||||
| 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 | $4,000 | |||||
| NEW YORK COMMON PANTRY | ||||||||||||
| 8 E 109TH ST | New York | NY | 10029 | NONE | PC | GENERAL PURPOSE | $3,000 | |||||
| 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 | $8,500 | |||||
| USAP SCHOOL | ||||||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $5,000 | C/O BBH | ||||
| ARMENIA FUND | ||||||||||||
| 111 NORTH JACKSON ST STE 205 | GLENDALE | CA | 91206 | NONE | PC | GENERAL | $5,000 | |||||
| NEIGHBORWORKS OF WESTERN VERMONT | ||||||||||||
| 110 MARBLE ST | WEST RUTLAND | VT | 05777 | NONE | PC | GENERAL | $10,000 | |||||
| FIU FOUNDATION | ||||||||||||
| MARC 5TH FLOOR | MIAMI | FL | 33199 | NONE | PC | GENERAL | $5,000 | |||||
| CLASSICAL WSMR | ||||||||||||
| 4202 EAST FOWLER AVE WRB101 | TAMPA | FL | 33620 | NONE | PC | GENERAL | $2,000 | |||||
| NATIONAL NETWORK OF ABORTION | ||||||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | NONE | PC | GENERAL | $2,000 | |||||
| CENTER FOR URBAN PEDAGOGY | ||||||||||||
| 232 THIRD ST D201 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL | $1,000 | |||||
| VERMONT COVERTS | ||||||||||||
| PO BOX 328 | VERGENNES | VT | 05491 | NONE | PC | GENERAL | $1,000 | |||||
| NRDC | ||||||||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $10,000 | |||||
| FLORIDA KEYS CHILDRENS SHELTER | ||||||||||||
| 73 HIGH POINT RD | TAVERNIER | FL | 33070 | NONE | PC | GENERAL | $4,000 | |||||
| CITY HARVEST | ||||||||||||
| 6 E 32ND ST 5TH FL | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $10,000 | |||||
| FOOD BANK FOR NEW YORK | ||||||||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $6,000 | |||||
| THE SENTENCING PROJECT | ||||||||||||
| 1705 DESALES ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $3,000 | |||||
| PRISONERS LITERATURE PROJECT | ||||||||||||
| 2022 BLAKE ST | BERKELEY | CA | 94704 | NONE | PC | GENERAL | $3,000 | |||||
| CHEWONKI FOUNDATION | ||||||||||||
| 485 CHEWONKI NECK RD | WISCASSET | ME | 04578 | NONE | PC | GENERAL | $500 | |||||
| CENTER ON JUVENILE AND CRIMINAL JUSTICE | ||||||||||||
| ATTN DONATION MANAGER | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL | $3,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,043,501 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,270 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $534,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $2,950 |
| ALTAROCK PARTNERS | 14 | -$2 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $907,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $907,974 | 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 | $5,670 | Amt |
| Disbursements Charitable Prps | $5,670 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | $72,737 | $186,887 |
| CELANESE CORP SERIES A | $27,283 | $85,890 |
| COMCAST CORP CL A | $15,578 | $84,731 |
| DIAGEO PLC SPONSORED ADR | $31,807 | $91,951 |
| LIBERTY GLOBAL PLC-SERIES C | ||
| DISCOVERY COMMUNICATIONS | ||
| NESTLE SA SPONS ADR | $34,620 | $84,227 |
| NOVARTIS AG - ADR | ||
| PAYPAL HOLDINGS | ||
| QUALCOMM INC | ||
| HENRY SCHEIN INC COM STK | $67,208 | $85,247 |
| FLEETCOR TECH INC COM STK | $44,331 | $104,222 |
| US BANCORP | ||
| WASTE MANAGEMENT INC | $14,021 | $55,073 |
| WELLS FARGO & CO | ||
| BBH LIMITED DURATION FUND CL I | $6,642,519 | $6,739,932 |
| BBH INTERNATIONAL EQUITY FUND | $2,517,160 | $3,297,142 |
| VANGUARD INSTL INDEX FD | $1,398,000 | $5,939,439 |
| UNILEVER N V-NY SHARES | ||
| PERRIGO CO PLC COM STK | $116,880 | $60,014 |
| ZOETIS INC | $24,718 | $140,675 |
| ORACLE CORP | $60,253 | $108,032 |
| ALPHABET INC CL C | $34,607 | $208,474 |
| KROGER CO COM STK | ||
| SABRE CORP COM STK | ||
| BROWN-FORMAN CORP | $57,818 | $96,825 |
| DOLLAR GENERAL CORP | $31,869 | $67,506 |
| QURATE RETAIL INC | ||
| COPART INC | $56,041 | $141,248 |
| ALLEGION PLC | $55,577 | $79,604 |
| KLA-TENCOR CORP | $27,307 | $71,459 |
| LINDE PLC | $91,677 | $139,397 |
| LONGLEAF PARTNERS SMALL CAP FD | ||
| GQG PART EMERG MKTS EQ-INST | ||
| BOOKING HOLDINGS INC | $51,156 | $62,364 |
| BRIGHT HORIZONS FAM | ||
| COLGATE-PALMOLIVE | $58,128 | $77,985 |
| COSTCO WHOLE | $34,882 | $59,531 |
| ARTHUR J GALLAGHER | $104,460 | $140,906 |
| ALCON INC | $95,714 | $124,702 |
| AO SMITH CORP | $69,241 | $84,094 |
| MASTERCARD INC | $108,670 | $148,130 |
| AMAZON INC | $123,381 | $127,020 |
| NIKR INC CL B | $58,229 | $101,151 |
| STARBUCKS CORP | $57,372 | $67,290 |
| PROGRESSIVE CORP OHIO | $64,525 | $85,828 |
| BAXTER INTL INC | $76,237 | $79,518 |
| THERMO FISHER SCIENTIFIC INC | $57,073 | $61,017 |
| GRACO INC | $30,216 | $31,689 |
| VISA INC CLA A | $55,183 | $61,682 |
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 | $533,317 | $689,435 |
| ALTAROCK PARTNERS | AT COST | $398,613 | $588,412 |
| BARES MID/LARGE CAP | AT COST | $710,060 | $1,247,445 |
| CLARKSTON FOUNDERS FUND | AT COST | $500,000 | $517,376 |
| GQG PART EMERG | AT COST | $800,000 | $1,147,882 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $1,260 | $1,260 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $30 | $30 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $2,950 | $0 |
| ALTAROCK PARTNERS SERIES - BBH WS | -$2 | -$2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $11 | 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 | $92,899 | Amt |
| Net Investment Income | $92,899 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINVILLE CLAT UW SUSANNE G LINVIL | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $10,500 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,800 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4,211 | $4,211 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,492 | $1,492 | $0 |
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