LINVILLE FAM TR UA 12011998: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LINVILLE FAM TR UA 12011998 (EIN 13-7177348)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201833139349100648
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T15:00:32-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J GARAND | PreparerPersonNm |
| PTIN | P01445960 | PTIN |
| Phone | 5089266707 | PhoneNum |
| Preparation | 2018-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C72DB488E4A8510FF7EE0260B92BDEA644B5B02 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 938973F3A37979CAD83000C2EBF87C631FF99826 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,238,933 | 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 | $317,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $312,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $403,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $975,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $403,603 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,541,900 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $716,087 | 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 | $540 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $540 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,865 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,054 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,649 | 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 | $881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $85,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $793,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $793,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $800,405 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $662,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $640,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,280,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,386,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,386,019 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $12,143,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,701,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,848,817 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $4,705 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,973 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,097 | MortgageLoansEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,428,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,091,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,238,933 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,428,223 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,091,076 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,428,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,091,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,428,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,091,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,428,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $662,911 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,091,134 | SubtotalAmt |
| Other Decreases | $58 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,091,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 124. BED BATH & BEYOND INC | 2017-02-06 | $4,920 | $7,499 | -$2,579 | -$2,579 | ||
| 426. BED BATH & BEYOND INC | 2017-02-09 | $16,883 | $24,774 | -$7,891 | -$7,891 | ||
| 903. BED BATH & BEYOND INC | 2017-09-21 | $20,249 | $51,480 | -$31,231 | -$31,231 | ||
| 747. BED BATH & BEYOND INC | 2017-09-22 | $16,701 | $39,057 | -$22,356 | -$22,356 | ||
| 564.71 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-01-17 | $565 | $569 | -$4 | -$4 | 2001-01-19 | |
| 14.29 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-02-15 | $14 | $14 | 2001-01-19 | |||
| 14.38 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-03-15 | $14 | $14 | 2001-01-19 | |||
| 14.47 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-04-17 | $14 | $15 | -$1 | -$1 | 2001-01-19 | |
| 14.56 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-05-15 | $15 | $15 | 2001-01-19 | |||
| 14.65 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-06-15 | $15 | $15 | 2001-01-19 | |||
| 14.74 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-07-17 | $15 | $15 | 2001-01-19 | |||
| 14.84 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-08-15 | $15 | $15 | 2001-01-19 | |||
| 14.93 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-09-15 | $15 | $15 | 2001-01-19 | |||
| 15.02 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-10-16 | $15 | $15 | 2001-01-19 | |||
| 15.11 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-11-15 | $15 | $15 | 2001-01-19 | |||
| 15.21 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2017-12-15 | $15 | $15 | 2001-01-19 | |||
| 350. MICROSOFT CORP | 2017-04-24 | $23,530 | $9,876 | $13,654 | $13,654 | 2013-03-27 | |
| 220. MICROSOFT CORP | 2017-06-01 | $15,339 | $6,208 | $9,131 | $9,131 | 2013-03-27 | |
| 800. MICROSOFT CORP | 2017-11-01 | $66,548 | $22,288 | $44,260 | $44,260 | ||
| 190. NESTLE S A SPONS ADR | 2017-06-02 | $16,213 | $14,023 | $2,190 | $2,190 | 2014-08-05 | |
| 143. NESTLE S A SPONS ADR | 2017-06-07 | $12,350 | $7,178 | $5,172 | $5,172 | ||
| 81. NESTLE S A SPONS ADR | 2017-06-20 | $6,996 | $3,922 | $3,074 | $3,074 | 1970-01-01 | |
| 76. NESTLE S A SPONS ADR | 2017-06-26 | $6,708 | $3,680 | $3,028 | $3,028 | 1970-01-01 | |
| 395. NESTLE S A SPONS ADR | 2017-06-27 | $35,216 | $19,126 | $16,090 | $16,090 | 1970-01-01 | |
| 665. PAYPAL HOLDINGS INC- COM STK | 2017-06-02 | $35,439 | $26,920 | $8,519 | $8,519 | ||
| 55. PAYPAL HOLDINGS INC- COM STK | 2017-07-12 | $3,121 | $2,128 | $993 | $993 | 2016-03-31 | |
| 585. PAYPAL HOLDINGS INC- COM STK | 2017-07-12 | $33,197 | $23,020 | $10,177 | $10,177 | ||
| 348. PAYPAL HOLDINGS INC- COM STK | 2017-09-11 | $21,860 | $13,463 | $8,397 | $8,397 | 2016-03-31 | |
| 827. PAYPAL HOLDINGS INC- COM STK | 2017-09-18 | $51,931 | $30,462 | $21,469 | $21,469 | ||
| 184. PAYPAL HOLDINGS INC- COM STK | 2017-10-02 | $11,821 | $6,530 | $5,291 | $5,291 | 2016-06-24 | |
| 316. PAYPAL HOLDINGS INC- COM STK | 2017-10-03 | $20,302 | $11,214 | $9,088 | $9,088 | 2016-06-24 | |
| 475. PAYPAL HOLDINGS INC- COM STK | 2017-10-11 | $32,229 | $15,963 | $16,266 | $16,266 | ||
| 250. PAYPAL HOLDINGS INC- COM STK | 2017-11-21 | $19,462 | $8,237 | $11,225 | $11,225 | ||
| 142. PROGRESSIVE CORP OHIO | 2017-02-01 | $5,251 | $2,665 | $2,586 | $2,586 | 2008-05-16 | |
| 428. PROGRESSIVE CORP OHIO | 2017-02-02 | $15,878 | $8,033 | $7,845 | $7,845 | 2008-05-16 | |
| 255. PROGRESSIVE CORP OHIO | 2017-02-03 | $9,474 | $4,786 | $4,688 | $4,688 | 2008-05-16 | |
| 153. PROGRESSIVE CORP OHIO | 2017-03-06 | $6,043 | $2,872 | $3,171 | $3,171 | 2008-05-16 | |
| 207. PROGRESSIVE CORP OHIO | 2017-03-09 | $8,142 | $3,885 | $4,257 | $4,257 | 2008-05-16 | |
| 555. PROGRESSIVE CORP OHIO | 2017-03-10 | $21,885 | $10,013 | $11,872 | $11,872 | ||
| 835. PROGRESSIVE CORP OHIO | 2017-04-06 | $32,747 | $14,999 | $17,748 | $17,748 | ||
| 815. PROGRESSIVE CORP OHIO | 2017-05-19 | $33,676 | $14,558 | $19,118 | $19,118 | 2008-04-21 | |
| 191. PROGRESSIVE CORP OHIO | 2017-05-22 | $7,934 | $3,412 | $4,522 | $4,522 | 2008-04-21 | |
| 694. PROGRESSIVE CORP OHIO | 2017-05-23 | $28,821 | $10,056 | $18,765 | $18,765 | ||
| 98. WALMART INC | 2017-04-24 | $7,365 | $6,738 | $627 | $627 | 2016-03-31 | |
| 227. WALMART INC | 2017-04-25 | $17,027 | $15,608 | $1,419 | $1,419 | 2016-03-31 | |
| 395. WALMART INC | 2017-05-08 | $30,106 | $24,738 | $5,368 | $5,368 | ||
| 195. WALMART INC | 2017-06-05 | $15,522 | $11,508 | $4,014 | $4,014 | 2015-12-18 | |
| 568. WALMART INC | 2017-08-11 | $45,864 | $26,418 | $19,446 | $19,446 | ||
| 217. WALMART INC | 2017-08-14 | $17,520 | $9,915 | $7,605 | $7,605 | 1970-01-01 | |
| 164. ZOETIS INC COM STK | 2017-10-04 | $10,456 | $7,216 | $3,240 | $3,240 | 2016-03-31 | |
| 275. ZOETIS INC COM STK | 2017-10-05 | $17,544 | $12,101 | $5,443 | $5,443 | 2016-03-31 | |
| 306. ZOETIS INC COM STK | 2017-10-06 | $19,512 | $13,465 | $6,047 | $6,047 | 2016-03-31 | |
| 205. ZOETIS INC COM STK | 2017-10-09 | $13,070 | $6,510 | $6,560 | $6,560 | ||
| 475. ZOETIS INC COM STK | 2017-11-08 | $32,654 | $14,948 | $17,706 | $17,706 | ||
| CAPITAL GAIN DIVIDENDS | $107,594 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $403,603 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $759,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,747,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048245 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $757,397 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,470,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $833,926 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,937,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055828 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $621,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,425,526 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046301 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $388,360 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,917,849 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043549 | DistributionYr5Rt |
| Total Distribution | 0.242881 | TotalDistributionRt |
| Average Distribution | 0.048576 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,500,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $850,113 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,403 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $856,516 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $800,405 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,402 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,402 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,597 | OverpaymentAmt |
| Applied To ES Tax | $2,597 | 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 |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN | |||||
| 140 BROADWAY 4TH FL | NEW YORK | NY | 10005 | INVESTMENT MANAGEMEN | $70,054 |
| BROWN BROTHERS HARRIMAN | |||||
| 140 BROADWAY 4TH FL | NEW YORK | NY | 10005 | TAX SERVICE | $6,895 |
| 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 | $16,411,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,356,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,767,188 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,767,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,500,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $875,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $875,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,805 | TotalTaxAmt |
| Distributable Before Adj | $862,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $862,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $862,229 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $800,405 | 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 | $800,405 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $800,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $862,229 | 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 | $49,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,497 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $800,405 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $800,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $49,497 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,497 | 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 | $12,327 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (76 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7170 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COKER COLLEGE | ||||||||
| 300 E COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $139,500 | |
| FIRST CONGREGATIONAL CHURCH OF | ||||||||
| 122 BROAD STREET | GUILFORD | CT | 06437 | NONE | PC | GENERAL SUPPORT | $5,000 | GUILFORD |
| GUILFORD COMMUNITY FUND | ||||||||
| PO BOX 271 | GUILDFORD | CT | 06437 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| HASTINGS CENTER | ||||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | NONE | PC | GENERAL SUPPORT | $500 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MILL REEF FUND | ||||||||
| 487 GOODWYN ST | MEMPHIS | TN | 38111 | NONE | PC | GENERAL SUPPORT | $1,000 | C/O M MORGAN |
| SHORELINE GREENWAY TRAIL | ||||||||
| PO BOX 148 | BRANFORD | CT | 06405 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $500 | |
| WESTON PLAYHOUSE THEATRE CO | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $87,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| 352 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $117,000 | |
| CHEWONKI FOUNDATION | ||||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04568 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| OLD PARRISH CHURCH | ||||||||
| PO BOX 125 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $22,000 | |
| VERMONT FOOD BANK | ||||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WNET | ||||||||
| 825 EIGHTH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $500 | |
| WNYC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | NONE | PC | GENERAL SUPPORT | $500 | |
| A FAR CRY | ||||||||
| 146A SOUTH STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL SUPPORT | $500 | |
| ANCHORS AWEIGH | ||||||||
| 404 VIRGINIA ST | KEY WEST | FL | 33040 | NONE | PC | GENERAL SUPPORT | $14,500 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| BUILDING 149 13TH ST ROOM 3602 | CHARLESTOWN | MA | 02129 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JUST NEIGHBORS | ||||||||
| PO BOX 172 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 | $18,500 | |
| MARITIME AQUARIUM | ||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| VERMONT PUBLIC TELEVISION | ||||||||
| 204 ETHAN ALLEN AVENUE | COLCHESTER | VT | 054463308 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| 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 | |
| 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 | $5,000 | |
| LOWER KEYS FISHING GUIDES ASSN | ||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL | $10,000 | |
| GIVE DIRECTLY | ||||||||
| P O BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | GENERAL | $1,000 | |
| HAVERFORD COLLEGE | ||||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE | PC | GENERAL | $2,000 | |
| 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 | $12,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 666 BROADWAY 9TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $3,500 | |
| 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 | $122,000 | |
| 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 866 | CORAL GABLES | FL | 33146 | NONE | PC | GENERAL PURPOSE | $5,500 | |
| THE STUDIOS OF KEY WEST | ||||||||
| 533 EATON STREET | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| RWANDA GIRLS INITIATIVE | ||||||||
| PO BOX 325 | MEDINA | WA | 98039 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSE | $3,500 | |
| CAPTAINS FOR CLEAN WATER | ||||||||
| 12360 FLINTLOCK LANE | FORT MYERS | FL | 33912 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| USCRIVRRP | ||||||||
| 462 HEGEMAN AVE SUITE 101 | COLCHESTER | VT | 05446 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| CAMPHILL FOUNDATION | ||||||||
| 1787 ROUTE 6 | CARMEL | NY | 10512 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| COTA CAMP JAZZ | ||||||||
| PO BOX 249 | DELAWARE WATER GAP | PA | 18327 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| GREEN MOUNTAIN COLLEGE | ||||||||
| ONE BRENNAN CIRCLE | POULTNEY | VT | 05764 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| SOLA AFGHANISTAN | ||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| KENSAP INC | ||||||||
| 200 INWOOD AVE | MONTCLAIR | NJ | 07043 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| NEW YORK BULLY CREW | ||||||||
| 1457 MONTAUK HIGHWAY | EAST PATCHOGUE | NY | 11772 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| FLORIDA KEYS SPCA | ||||||||
| 5230 COLLEGE ROAD | KEY WEST | FL | 33040 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| GUIDES TRUST FOUNDATION | ||||||||
| PO BOX 88 | ISLAMORADA | FL | 33036 | NONE | PC | GENERAL SUPPORT | $37,500 | |
| BRONX MUSEUM OF ARTS | ||||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PC | GENERAL CHARITABLE | $3,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | BRONX | NY | 10456 | NONE | PC | GENERAL CHARITABLE | $2,000 | |
| ACLU | ||||||||
| 125 BROADWAY 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL CHARITABLE | $2,500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL CHARITABLE | $2,500 | |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | NONE | PC | GENERAL CHARITABLE | $1,000 | |
| EARTH JUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL CHARITABLE | $15,000 | |
| OCEANA | ||||||||
| 1350 CONNECTICUT AVE NW 5TH FL | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| VT DIGGER | ||||||||
| 26 STATE STREET | MONTPELIER | VT | 05602 | NONE | PC | GENERAL CHARITABLE | $1,500 | |
| SOUNDAWATERS INC | ||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL CHARITABLE | $500 | |
| TRUTHOUT | ||||||||
| PO BOX 276414 | SACRAMENTO | CA | 95827 | NONE | PC | GENERAL CHARITABLE | $4,000 | |
| NEIGHBORHOOD CONNECTIONS | ||||||||
| 5700 MTN MARKETPLACE PO BOX 207 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL CHARITABLE | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $793,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $317,569 | 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 | $403,603 | 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 | $721,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $721,172 | 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 | $6,865 | Amt |
| Disbursements Charitable Prps | $6,865 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| JAMES COKER LINVILLE |
| NONE |
| JOHN EVANS LINVILLE |
| NONE |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| BROWN BROTHERS HARRIMAN |
| INVESTMENT FEE |
| BROWN BROTHERS HARRIMAN |
| TAX PREP FEE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BED BATH & BEYOND INC | ||
| BERKSHIRE HATHAWAY INC CL B | $234,972 | $475,728 |
| CELANESE CORP SERIES A | $80,231 | $182,036 |
| CHUBB CORP | ||
| COMCAST CORP CL A | $149,965 | $432,540 |
| DENTSPLY SIRONA INC COM STK | $21,098 | $51,742 |
| DIAGEO PLC SPONSORED ADR | $130,220 | $255,553 |
| EOG RESOURCES INC | ||
| EBAY INC | ||
| LIBERTY GLOBAL PLC-SERIES C | $165,919 | $181,890 |
| DISCOVERY COMMUNICATIONS | $224,732 | $179,945 |
| LIBERTY INTERACTIVE A | $111,474 | $164,835 |
| MICROSOFT CORP | $34,342 | $122,322 |
| NESTLE SA SPONS ADR | $72,146 | $128,095 |
| NOVARTIS AG - ADR | $259,225 | $342,137 |
| OCCIDENTAL PETROLEUM | ||
| PAYPAL HOLDINGS | $62,238 | $187,363 |
| PRAXAIR INC | $150,221 | $208,818 |
| PROGRESSIVE CORP OHIO | ||
| QUALCOMM INC | $179,426 | $194,941 |
| HENRY SCHEIN INC COM STK | $110,482 | $103,073 |
| SCHLUMBERGER LTD | ||
| SOUTHWSTN ENERGY CO | ||
| FLEETCOR TECH INC COM STK | $185,735 | $265,553 |
| US BANCORP | $192,883 | $358,986 |
| WAL-MART STORES INC | $232,648 | $354,920 |
| WASTE MANAGEMENT INC | $43,925 | $117,195 |
| WELLS FARGO & CO | ||
| BBH LIMITED DURATION FUND CL I | $5,618,960 | $5,626,947 |
| AIT GLOBAL EMERGING MARKETS OP | ||
| BBH INTERNATIONAL EQUITY FUND | $1,617,160 | $1,676,782 |
| NIELSEN HLDGS PLC FOREIGN STK | $176,211 | $153,790 |
| VANGUARD INSTL INDEX FD | $1,398,000 | $4,362,434 |
| UNILEVER N V-NY SHARES | $112,589 | $161,920 |
| PERRIGO CO PLC COM STK | $207,553 | $175,540 |
| ZOETIS INC | $92,256 | $221,523 |
| ORACLE CORP | $401,618 | $485,802 |
| BAXALTA INC | ||
| ALPHABET INC CL C | $211,854 | $426,931 |
| KROGER CO COM STK | $103,674 | $134,532 |
| SABRE CORP COM STK | $119,327 | $114,944 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $540 | LegalFeesAmt |
| Disbursements Charitable Prps | $540 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ | Desc |
| Amt | $58 | Amt |
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 - | $750 | $0 | $0 |
| OTHER NONALLOCABLE EXPENSES - | $131 | $131 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $70,054 | Amt |
| Net Investment Income | $70,054 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $2,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5,387 | $5,387 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $262 | $262 | $0 |