COUCH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COUCH FAMILY FOUNDATION (EIN 10-0000573)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349101620
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:54:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 100000573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CF ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUC | BusinessNameControlTxt |
| Phone | 6036433441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD COUCH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6036433441 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC STEEN | PreparerPersonNm |
| PTIN | P01611936 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $171,012,142 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,945,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,945,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,396,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,919,922 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,907,128 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,090 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,345,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,856,829 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $272,539 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $272,539 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $172,642 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $172,642 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,561,524 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,473,452 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,088,073 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $267,484 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208,630 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,854 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,112 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,112 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,324,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,695,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,598,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,107,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,107,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,432,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,695,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,706,199 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,086,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,161,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,201,287 | CashBOYAmt |
| Cash EOY | $9,379,467 | CashEOYAmt |
| Cash EOYFMV | $9,379,467 | CashEOYFMVAmt |
| Corporate Stock BOY | $98,976,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,003,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,961,911 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,591,913 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,169,093 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,736,437 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,713,007 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,845,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,934,327 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $124,483,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,397,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,012,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $124,483,117 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,397,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $124,483,117 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,397,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $124,483,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,397,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $124,483,117 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,086,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $123,397,096 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,397,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES | P | $54,337 | -$54,337 | -$54,337 | |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES | P | $1,115,675 | $1,115,675 | $1,115,675 | |
| BBH WEALTH STRATEGIES, LLC - CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIES | P | $30,487 | $30,487 | $30,487 | |
| BBH WEALTH STRATEGIES, LLC - SELECT EQUITY SERIES | P | $51,350 | -$51,350 | -$51,350 | |
| BBH WEALTH STRATEGIES, LLC - SELECT EQUITY SERIES | P | $834,685 | $834,685 | $834,685 | |
| BBH WEALTH STRATEGIES, LLC-GQG PARTNERS EMERGING MARKETS EQUITY SERIES | P | $474,810 | $474,810 | $474,810 | |
| BBH WEALTH STRATEGIES, LLC-GQG PARTNERS EMERGING MARKETS EQUITY SERIES | P | $1,358,618 | $1,358,618 | $1,358,618 | |
| BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP | P | $94,347 | -$94,347 | -$94,347 | |
| BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP | P | $7,784 | -$7,784 | -$7,784 | |
| BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES | P | $2,225 | $2,225 | $2,225 | |
| BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES | P | $1,086,311 | $1,086,311 | $1,086,311 | |
| BBH WEALTH STRATEGIES, LLC - AROHI EMERGING ASIA | P | $1,303 | $1,303 | $1,303 | |
| BBH WEALTH STRATEGIES, LLC - AROHI EMERGING ASIA | P | $1,641 | $1,641 | $1,641 | |
| BBH WEALTH STRATEGIES, LLC - MAKAIRA PARTNERS | P | $19,746 | -$19,746 | -$19,746 | |
| BBH WEALTH STRATEGIES, LLC - MAKAIRA PARTNERS | P | $1,124,876 | $1,124,876 | $1,124,876 | |
| BBH WEALTH STRATEGIES, LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES | P | $129,933 | $129,933 | $129,933 | |
| BBH WEALTH STRATEGIES, LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES | P | $314,991 | $314,991 | $314,991 | |
| BBH WEALTH STRATEGIES, LLC - BOWIE GLOBAL EQUITY | P | $9,765 | -$9,765 | -$9,765 | |
| PUBLICLY TRADED SECURITIES | $7,796,888 | $1,493,946 | $1,493,946 | $9,290,834 | |
| GAIN ON DISPOSITION OF BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIE | P | $8,602,651 | $4,044 | $4,044 | $8,606,695 |
| LOSS ON DISPOSITION OF BBH WEALTH STRATEGIES, LLC - AROHI EMERGING ASIA SERI | P | $21,551 | -$79 | -$79 | $21,472 |
| BBH CP UPL CO-INVESTMENT LLC | P | $145,388 | $145,388 | $145,388 | |
| BBH CEDAR STREET EQUITY INTERMEDIATE FUND LP | P | $171 | $171 | $171 | |
| LOSS ON DISPOSITION OF BBH CP UPL CO-INVESTMENT | P | $282,033 | -$66 | -$66 | $281,967 |
| BBH AH CAYMAN LP | P | $234 | -$234 | -$234 | |
| BBH AH CAYMAN LP | P | $24,590 | $24,590 | $24,590 | |
| DISPOSITION OF BBH MAKAIRA PARTNERS SERIES | P | $8,072,108 | $0 | $0 | $8,072,108 |
| CAPITAL GAINS DIVIDENDS | P | $1,142 | $1,142 | $1,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,907,128 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $127,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $127,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,592 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $185,592 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,567 | EsPenaltyAmt |
| Overpayment | $56,687 | OverpaymentAmt |
| Applied To ES Tax | $56,687 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6172928400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD W COUCH | ||||||||
| PO BOX 151 | HANOVER | NH | 03755 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA J COUCH | ||||||||
| PO BOX 151 | HANOVER | NH | 03755 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARA VECCHIOTTI | ||||||||
| PO BOX 151 | HANOVER | NH | 03755 | EXECUTIVE DIRECTOR | 40.00 | $272,539 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BROOKE FREELAND | ||||||||
| PO BOX 151 | HANOVER | NH | 03755 | MANAGER | 15.00 | $76,154 | $0 | $0 |
| SARAH S ROBINSON | ||||||||
| 30 MAX LANE | CONCORD | NH | 03301 | MANAGER | 1.00 | $56,058 | $0 | $0 |
| KIMBERLY N COOPER | ||||||||
| 10 LANEHOLM DR | CLAREMONT | NH | 03743 | MANAGER | 1.00 | $40,431 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $423,416 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $161,497,824 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,061,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $169,559,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $169,559,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,543,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $167,016,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,350,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,350,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,338 | TotalTaxAmt |
| Distributable Before Adj | $8,223,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,223,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,223,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,706,199 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,706,199 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,223,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,141,727 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,706,199 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,141,727 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,564,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,659,009 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD W COUCH | ContributingManagerNm |
| Contributing Manager | BARBARA J COUCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSET FUNDERS NETWORK | ||||||
| 1426 DEMPSTER AVE | EVANSTON | IL | 60202 | PC | GENERAL SUPPORT | $3,500 |
| BARNARTS CENTER FOR THE ARTS COMPANY | ||||||
| PO BOX 41 | BARNARD | VT | 05031 | PC | GENERAL SUPPORT | $10,000 |
| BIG BROTHERS BIG SISTERS OF CAPE COD & THE ISLANDS | ||||||
| 684 MAIN ST | HYANNIS | MA | 02601 | PC | GENERAL SUPPORT | $15,000 |
| BLACK HERITAGE TRAIL OF NEW HAMPSHIRE | ||||||
| 222 COURT STREET | PORTSMOUTH | NH | 03801 | PC | GENERAL SUPPORT | $15,000 |
| BUILD BRIGHT FUTURES STATE COUNCIL INC | ||||||
| 600 BLAIR PARK SUITE 160 | WILLISTON | VT | 05495 | PC | GENERAL SUPPORT | $10,000 |
| CAMP JABBERWOCKY- MARTHAS VINEYARD CEREBRAL PALSY CAMP | ||||||
| 200 GREENWOOD AVE | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $15,000 |
| CAPE AND ISLANDS UNITED WAY | ||||||
| 96 MAIN ST 12 | HYANNIS | MA | 02601 | PC | GENERAL SUPPORT | $5,000 |
| CARSEY SCHOOL OF PUBLIC POLICY UNIVERSITY SYSTEM | ||||||
| 73 MAIN ST HUDDLESTON HALL | DURHAM | NH | 03824 | PC | GENERAL SUPPORT | $536,500 |
| CENTRAL VERMONT ADULT BASIC EDUCATION INC | ||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | PC | GENERAL SUPPORT | $10,000 |
| CHANGING PERSPECTIVES | ||||||
| PO BOX 694 | BRADFORD | VT | 05033 | PC | GENERAL SUPPORT | $10,000 |
| CHILD CARE CENTER IN NORWICH INC | ||||||
| 75 MONTSHIRE RD | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $30,000 |
| CHILD CARE NETWORK COLLABORATIVE | ||||||
| 129 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $76,000 |
| CHOSEN VALE INC DBA ENFIELD SHAKER MUSEUM | ||||||
| 447 NH ROUTE 4A | ENFIELD | NH | 03748 | PC | GENERAL SUPPORT | $10,000 |
| CLAREMONT LEARNING PARTNERSHIP | ||||||
| 169 MAIN ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $72,600 |
| CLAREMONT OPERA HOUSE | ||||||
| 58 OPERA HOUSE SQUARE | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $10,000 |
| COLGATE UNIVERSITY | ||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | PC | GENERAL SUPPORT | $25,000 |
| COMMONWEALTH CORP FOUNDATION | ||||||
| 33 HARRISON AVENUE | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $25,000 |
| COMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTY (CAPSC) | ||||||
| 577 CENTRAL AVE 10 | DOVER | NH | 03820 | PC | GENERAL SUPPORT | $42,400 |
| COMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTY (CAPSC) | ||||||
| 577 CENTRAL AVE 10 | DOVER | NH | 03820 | PC | GENERAL SUPPORT | $16,500 |
| COMMUNITY FOR WOODSTOCK | ||||||
| 281 BARNARD RD | WOODSTOCK | VT | 05091 | PC | GENERAL SUPPORT | $15,000 |
| COURT APPOINTED SPECIAL ADVOCATES (CASA) OF NEW HAMPSHIRE | ||||||
| 138 COOLIDGE AVE | MANCHESTER | NH | 03102 | PC | GENERAL SUPPORT | $10,000 |
| COVER HOME REPAIR INC | ||||||
| 158 SOUTH MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $10,000 |
| CREATIVE LIVES EFFECTIVE | ||||||
| PO BOX 23 | THETFORD | VT | 05074 | PC | GENERAL SUPPORT | $26,100 |
| CREATIVE PRESCHOOL INC | ||||||
| 50 COCHITUATE RD | WAYLAND | MA | 01778 | PC | GENERAL SUPPORT | $32,000 |
| DARTMOUTH-HITCHCOCK FRIENDS OF THE NORRIS COTTON CANCER CENTER | ||||||
| ONE MEDICAL CENTER DRIVE HB 7070 | LEBANON | NH | 03756 | PC | GENERAL SUPPORT | $15,000 |
| DARTMOUTH'S CENTER FOR SOCIAL IMPACTALBERT SCHWEITZER | ||||||
| 6154 SOUTH FAIRBANKS HALL | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $10,000 |
| DIGNITY MATTERS INC | ||||||
| 25 BRIGHAM ST | WESTBOROUGH | MA | 01581 | PC | GENERAL SUPPORT | $10,000 |
| DISMAS OF VERMONT | ||||||
| PO BOX 156 | HYDE PARK | VT | 05655 | PC | GENERAL SUPPORT | $10,000 |
| EARLY CARE AND EDUCATION ASSOCIATION - ECEA | ||||||
| PO BOX 5428 | LEBANON | NH | 03784 | PC | GENERAL SUPPORT | $605,000 |
| EARLY CHILDHOOD BEHAVIORAL HEALTH PROGRAM EXPANSION | ||||||
| 86 WEST STREET | KEENE | NH | 03431 | PC | GENERAL SUPPORT | $75,000 |
| FINDING OUR STRIDE | ||||||
| 256 TUCKER HILL ROAD | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $15,000 |
| FOUNDATION FOR UNDERWAY EXPERIENTIAL LEARNING (FUEL) | ||||||
| PO BOX 1233 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $100,000 |
| FRIENDS OF MASCOMA FOUNDATION | ||||||
| 9 ON THE COMMON LN | CANAAN | NH | 03741 | PC | GENERAL SUPPORT | $10,000 |
| GARDEN GATE CHILD DEVELOPMENT | ||||||
| 249 N MAIN ST | NATICK | MA | 01760 | PC | GENERAL SUPPORT | $25,000 |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | PC | GENERAL SUPPORT | $10,000 |
| GOOD NEIGHBOR HEALTH CLINIC AND RED LOGAN DENTAL | ||||||
| 70 N MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $25,000 |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL INC | ||||||
| 10 CAMBELL STREET | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $25,000 |
| GREATER UPPER VALLEY INTEGRATED SERVICES TEAM (GUVIST)- PUBLIC H | ||||||
| ONE COURT STREET 365 | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $98,661 |
| HARTFORD COMMUNITY COALITION | ||||||
| PO BOX 4343 | WINDSOR | VT | 05001 | PC | GENERAL SUPPORT | $5,000 |
| HIGH HORSES THERAPEUTIC RIDING PROGRAM | ||||||
| 138 HORSE FARM RD BOX 278 | SHARON | VT | 05065 | PC | GENERAL SUPPORT | $10,000 |
| HUNGER FREE VERMONT | ||||||
| 38 EASTWOOD DR | SOUTH BURLINGTON | VT | 05403 | PC | GENERAL SUPPORT | $15,000 |
| INCLUSIVE ARTS VERMONT | ||||||
| 21 CARMICHAEL ST 206 | ESSEX JUNCTION | VT | 05452 | PC | GENERAL SUPPORT | $10,000 |
| ISLAND GROWN INITIATIVE LTD | ||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $20,000 |
| KIMBALL WELLNESS | ||||||
| 1478 BLOODBROOK RD | FAIRLEE | VT | 05045 | PC | GENERAL SUPPORT | $5,000 |
| LET'S GROW KIDS | ||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | PC | GENERAL SUPPORT | $50,000 |
| LOVING MOMS TOGETHER EFFECTIVE | ||||||
| 136 STATE ROUTE 101A | AMHERST | NH | 03031 | PC | GENERAL SUPPORT | $4,000 |
| MACDOWELL | ||||||
| 100 HIGH STREET | PETERBOROUGH | NH | 03458 | PC | GENERAL SUPPORT | $16,000 |
| MARTHA'S VINEYARD BOYS & GIRLS CLUB | ||||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | PC | GENERAL SUPPORT | $25,000 |
| MARY HITCHCOCK MEMORIAL HOSPITAL DARTMOUTH-HITCHCOCK | ||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PC | GENERAL SUPPORT | $50,000 |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | GENERAL SUPPORT | $17,300 |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | GENERAL SUPPORT | $9,000 |
| MAYHEW PROGRAM | ||||||
| 293 W SHORE RD | BRISTOL | NH | 03222 | PC | GENERAL SUPPORT | $10,000 |
| MOMSRISING | ||||||
| 12011 BEL-RED ROAD SUITE 206 | BELLEVUE | WA | 98005 | PC | GENERAL SUPPORT | $491,500 |
| MONTSHIRE MUSEUM OF SCIENCE | ||||||
| 1 MONTSHIRE RD | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $33,800 |
| MOONRISE THERAPEUTICS | ||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | GENERAL SUPPORT | $15,000 |
| MT ASCUTNEY HOSPITAL AND HEALTH CENTER | ||||||
| 289 COUNTRY RD | WINDSOR | VT | 05089 | PC | GENERAL SUPPORT | $101,468 |
| NEW FUTURES | ||||||
| 100 N MAIN ST 400 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $500,000 |
| NEW HAMPSHIRE ALCOHOL AND DRUG ABUSE COUNSELORS ASSOCIATION | ||||||
| 30 PEMBROKE RD 150 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $5,000 |
| NEW HAMPSHIRE AVIATION HISTORICAL SOCIETY | ||||||
| 27 NAVIGATOR RD | LONDONDERRY | NH | 03053 | PC | GENERAL SUPPORT | $50,000 |
| NEW HAMPSHIRE CENTER FOR NONPROFITS | ||||||
| 3 N SPRING ST STE 101 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $30,000 |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | ||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $5,000 |
| NEW HAMPSHIRE CHARITABLE FOUNDATION (NHCF) | ||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $280,000 |
| NEW HAMPSHIRE CHILD CARE ADVISORY COUNCILMERRIMACK | ||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $100,000 |
| NEW HAMPSHIRE CHILDREN'S TRUST | ||||||
| 10 FERRY ST 307 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $2,500 |
| NEW HAMPSHIRE CHILDREN'S TRUST | ||||||
| 10 FERRY ST 307 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $55,000 |
| NEW HAMPSHIRE FISCAL POLICY INSTITUTE | ||||||
| 129 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $128,000 |
| NEW HAMPSHIRE HUMANITIES | ||||||
| 117 PLEASANT STREET | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $10,000 |
| NEW HAMPSHIRE PUBLIC RADIO | ||||||
| 2 PILLSBURY PMB 112 | CONCORD | NH | 03301 | PC | GENERAL SUPPORT | $15,000 |
| NORTHERN STAGE | ||||||
| 74 GATES ST | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $10,000 |
| OPERA NORTH | ||||||
| 20 WEST PARK STREET | LEBANON | NH | 03766 | PC | GENERAL SUPPORT | $10,000 |
| ORANGE COUNTY PARENT CHILD CENTER | ||||||
| 693 VT-110 | TUNBRIDGE | VT | 05038 | PC | GENERAL SUPPORT | $100,000 |
| P5 STRATEGIES | ||||||
| 3102 PENDLETON CT | ST CHARLES | IL | 60175 | PC | GENERAL SUPPORT | $25,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 136 PLEASANT ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $50,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 136 PLEASANT ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $80,000 |
| POSITIVE TRACKS | ||||||
| 35 MAIN ST | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $35,000 |
| REACH OUT AND READ INC | ||||||
| 89 SOUTH ST SUITE 201 | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $20,000 |
| SAGE MOUNTAIN BOTANICAL SANCTUARY | ||||||
| NOT AVAILABLE | ORANGE | VT | 05641 | PC | GENERAL SUPPORT | $10,000 |
| SAIL MARTHA'S VINEYARD | ||||||
| 151 BEACH RD UNIT 2C | VINEYARD HAVEN | MA | 02568 | PC | GENERAL SUPPORT | $10,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL SUPPORT | $85,000 |
| SOCIETY FOR RESEARCH IN CHILD DEVELOPMENT | ||||||
| 1909 K ST NW SUITE 320 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $199,000 |
| SPECIAL NEEDS SUPPORT CENTER | ||||||
| 129 S MAIN ST SUITE 103 | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL SUPPORT | $25,000 |
| SPRINGFIELD AREA PARENT CHILD CENTER | ||||||
| 6 MAIN ST | NORTH SPRINGFIELD | VT | 05150 | PC | GENERAL SUPPORT | $100,000 |
| SPRINGFIELD AREA PARENT CHILD CENTER | ||||||
| 6 MAIN ST | NORTH SPRINGFIELD | VT | 05150 | PC | GENERAL SUPPORT | $50,000 |
| SUPPORTING AND HELPING ASYLEES AND REFUGEES | ||||||
| PO BOX 264 | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $10,000 |
| THE 19TH NEWS | ||||||
| 3571 FAR WEST BLVD 3497 | AUSTIN | TX | 78731 | PC | GENERAL SUPPORT | $5,000 |
| THE BARRA SCHOOL INC | ||||||
| 351 OAK LN | EAST CORINTH | VT | 05040 | PC | GENERAL SUPPORT | $20,000 |
| THE FAMILY PLACE | ||||||
| 319 US-5 | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $125,000 |
| THE YARD INC | ||||||
| 1 THE YARD | CHILMARK | MA | 02535 | PC | GENERAL SUPPORT | $10,000 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $10,400 |
| THIRD SECTOR NEW ENGLAND | ||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $250,000 |
| TLC FAMILY RESOURCE CENTER | ||||||
| 62 PLEASANT ST | CLAREMONT | NH | 03743 | PC | GENERAL SUPPORT | $125,000 |
| UPPER VALLEY LAND TRUST | ||||||
| 19 BUCK RD | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $15,000 |
| UPPER VALLEY TRAILS ALLIANCE | ||||||
| 326 MAIN ST | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $15,000 |
| UPPER VALLEY WALDORF SCHOOL | ||||||
| 80 BLUFF RD | QUECHEE | VT | 05001 | PC | GENERAL SUPPORT | $25,000 |
| VERMONT COMMUNITY LOAN FUND INC | ||||||
| 7 SCHOOL ST | MONTPELIER | VT | 05602 | PC | GENERAL SUPPORT | $50,000 |
| VINS INC | ||||||
| 149 NATURES WY | QUECHEE | VT | 05059 | PC | GENERAL SUPPORT | $25,000 |
| VISIONS FOR CREATIVE HOUSING SOLUTIONS INC | ||||||
| 8 SUNRISE FARM LANE | ENFIELD | NH | 03748 | PC | GENERAL SUPPORT | $15,000 |
| WATCH THEM GROW CHILDCARE CENTER | ||||||
| 36 OXBOW DR | BRADFORD | VT | 05033 | PC | GENERAL SUPPORT | $30,000 |
| WAYPOINT | ||||||
| 464 CHESTNUT STREET PO BOX 448 | MANCHESTER | NH | 03105 | PC | GENERAL SUPPORT | $75,530 |
| WAYPOINT | ||||||
| 464 CHESTNUT STREET PO BOX 448 | MANCHESTER | NH | 03105 | PC | GENERAL SUPPORT | $32,000 |
| WAYPOINT | ||||||
| 464 CHESTNUT STREET PO BOX 448 | MANCHESTER | NH | 03105 | PC | GENERAL SUPPORT | $205,000 |
| WE R HOPE INC | ||||||
| 200 LOWER BARTONSVILLE ROAD | CHESTER | VT | 05143 | PC | GENERAL SUPPORT | $7,500 |
| WELCOMING ALL NATIONALITIES NETWORK OF THE UPPER VALLEY (WISE) | ||||||
| PO BOX 203 | LYME | NH | 03768 | PC | GENERAL SUPPORT | $75,000 |
| WILLING HANDS ENTERPRISES | ||||||
| 198 CHURCH ST | NORWICH | VT | 05055 | PC | GENERAL SUPPORT | $20,000 |
| WINDSOR COUNTY MENTORS | ||||||
| 54 MAIN STREET | WINDSOR | VT | 05089 | PC | GENERAL SUPPORT | $10,000 |
| ZACK'S PLACE ENRICHMENT CENTER | ||||||
| 73 CENTRAL ST | WOODSTOCK | VT | 05091 | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,107,259 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,945,611 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,090 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,396,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,341,889 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,090 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,345,979 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,440 | Amt |
| Net Investment Income | $13,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,720 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $27,169,093 | EOYBookValueAmt |
| EOYFMV | $29,736,437 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $82,003,533 | EOYBookValueAmt |
| EOYFMV | $126,961,911 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BBH REAL ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,845,003 | BookValueAmt |
| EOYFMV | $4,934,327 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,090 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,090 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $423,416 | $423,416 | $0 |
| FROM K-1S: PORTFOLIO EXPENSES | $993,115 | $993,115 | $0 |
| FROM K-1S: INVESTMENT INTEREST EXPENSE | $11,202 | $11,202 | $0 |
| FROM K-1S: OTHER EXPENSES | $31,525 | $31,525 | $0 |
| CONSULTANTS | $922,604 | $0 | $922,604 |
| ADMIN/OTHER | $179,662 | $14,194 | $165,469 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $208,630 | $208,630 | $0 |
| FEDERAL ESTIMATES | $30,000 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $500 |
| PAYROLL TAXES | $28,354 | $0 | $28,354 |