LINVILLE FAM TR UA 12011998: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LINVILLE FAM TR UA 12011998 (EIN 13-7177348)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-27
- IRS object ID
- 201743009349100724
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-27T15:00:16-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-27 | 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 | 2017-10-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.49.205.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8EF82A289B035A2FA4156474E4F6D371FA1C2D79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8EF82A289B035A2FA4156474E4F6D371FA1C2D79 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,868,556 | 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 | $313,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,215,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $573 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,134,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,043 | 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 | $473 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $473 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,483 | 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 Rev And Expnss | $4,953 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,953 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,843 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $747,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $747,999 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $826,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $762,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $307,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $254,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,587,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,280,446 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,280,446 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $11,528,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,143,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,582,965 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $4,926 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,705 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $5,145 | MortgageLoansEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,120,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,428,223 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,868,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,120,274 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,428,223 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,120,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,428,223 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,120,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,428,223 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,120,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $307,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20 | OtherIncreasesAmt |
| Subtotal | $13,428,223 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,428,223 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20832.348 AIT GLOBAL EMERGING MARKETS OPPORTUNITY | 2013-07-15 | 2016-03-09 | $173,533 | $194,782 | -$21,249 | -$21,249 | |
| 25444.875 AIT GLOBAL EMERGING MARKETS OPPORTUNITY | 2015-07-10 | 2016-03-09 | $211,956 | $238,927 | -$26,971 | -$26,971 | |
| 57135.566 AIT GLOBAL EMERGING MARKETS OPPORTUNITY | 2013-07-15 | 2016-03-11 | $475,094 | $534,218 | -$59,124 | -$59,124 | |
| 14807.503 BBH LIMITED DURATION FUND CL I | 2013-04-17 | 2016-11-03 | $150,000 | $154,146 | -$4,146 | -$4,146 | |
| 49309.665 BBH LIMITED DURATION FUND CL I | 2013-04-17 | 2016-12-07 | $500,000 | $513,314 | -$13,314 | -$13,314 | |
| 304. BAXALTA INC COM STK | 2015-07-16 | 2016-02-04 | $11,945 | $9,545 | $2,400 | $2,400 | |
| 446. BAXALTA INC COM STK | 2016-02-17 | $17,710 | $13,717 | $3,993 | $3,993 | ||
| 50. BAXALTA INC COM STK | 2015-07-14 | 2016-03-02 | $1,986 | $1,511 | $475 | $475 | |
| 84. BAXALTA INC COM STK | 2016-03-02 | $3,337 | $2,516 | $821 | $821 | ||
| 62. BAXALTA INC COM STK | 2016-03-07 | $2,463 | $1,583 | $880 | $880 | ||
| 54. BAXALTA INC COM STK | 2010-04-22 | 2016-03-10 | $2,149 | $1,249 | $900 | $900 | |
| 1100. BAXALTA INC COM STK | 2016-05-02 | $46,264 | $24,830 | $21,434 | $21,434 | ||
| 706. BAXALTA INC COM STK | 2016-05-25 | $32,084 | $13,890 | $18,194 | $18,194 | ||
| 93. CALIFORNIA RESOURCES CORP COM STK | 2016-03-29 | $90 | $115 | -$25 | -$25 | ||
| .618 CALIFORNIA RESOURCES CORP COM STK | 1970-01-01 | 2016-04-11 | $1 | $1 | |||
| 152. CHUBB CORP | 2008-10-08 | 2016-01-13 | $19,664 | $6,498 | $13,166 | $13,166 | |
| 198. CHUBB CORP | 2008-10-08 | 2016-01-14 | $25,710 | $8,465 | $17,245 | $17,245 | |
| 100. EOG RESOURCES INC | 2014-10-07 | 2016-11-09 | $9,356 | $9,549 | -$193 | -$193 | |
| 187. EOG RESOURCES INC | 2016-03-31 | 2016-11-10 | $17,413 | $13,844 | $3,569 | $3,569 | |
| 100. EOG RESOURCES INC | 2014-10-07 | 2016-11-10 | $9,312 | $9,549 | -$237 | -$237 | |
| 113. EOG RESOURCES INC | 2016-03-31 | 2016-11-15 | $10,608 | $8,365 | $2,243 | $2,243 | |
| 1400. EOG RESOURCES INC | 2016-11-15 | $131,424 | $63,837 | $67,587 | $67,587 | ||
| 999. EBAY INC | 2016-08-01 | $31,190 | $7,996 | $23,194 | $23,194 | ||
| 101. EBAY INC | 2016-03-31 | 2016-08-01 | $3,153 | $2,420 | $733 | $733 | |
| 17.63 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-01-15 | $18 | $18 | |||
| 17.67 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-02-16 | $18 | $18 | |||
| 17.81 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-03-15 | $18 | $18 | |||
| 19.2 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-04-15 | $19 | $19 | |||
| 18.01 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-05-16 | $18 | $18 | |||
| 18.12 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-06-15 | $18 | $18 | |||
| 18.23 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-07-15 | $18 | $18 | |||
| 18.35 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-08-15 | $18 | $18 | |||
| 18.46 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-09-15 | $18 | $19 | -$1 | -$1 | |
| 18.58 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-10-17 | $19 | $19 | |||
| 18.7 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-11-15 | $19 | $19 | |||
| 18.81 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2016-12-15 | $19 | $19 | |||
| 250. OCCIDENTAL PETROLEUM CORP | 2016-11-09 | $16,691 | $19,356 | -$2,665 | -$2,665 | ||
| 125. OCCIDENTAL PETROLEUM CORP | 2016-03-31 | 2016-11-09 | $8,346 | $8,652 | -$306 | -$306 | |
| 175. OCCIDENTAL PETROLEUM CORP | 2016-03-31 | 2016-11-10 | $11,582 | $12,112 | -$530 | -$530 | |
| 372. OCCIDENTAL PETROLEUM CORP | 1970-01-01 | 2016-11-10 | $24,621 | $25,408 | -$787 | -$787 | |
| 378. OCCIDENTAL PETROLEUM CORP | 1970-01-01 | 2016-11-14 | $24,857 | $25,818 | -$961 | -$961 | |
| 39. PROGRESSIVE CORP OHIO | 2014-01-22 | 2016-07-28 | $1,273 | $995 | $278 | $278 | |
| 27. PROGRESSIVE CORP OHIO | 2014-01-22 | 2016-07-29 | $879 | $689 | $190 | $190 | |
| 25. PROGRESSIVE CORP OHIO | 2014-01-22 | 2016-08-01 | $812 | $638 | $174 | $174 | |
| 34. PROGRESSIVE CORP OHIO | 2014-01-22 | 2016-08-02 | $1,104 | $867 | $237 | $237 | |
| 225. PROGRESSIVE CORP OHIO | 2014-01-22 | 2016-12-22 | $8,016 | $5,740 | $2,276 | $2,276 | |
| 225. PROGRESSIVE CORP OHIO | 2016-12-23 | $7,998 | $5,234 | $2,764 | $2,764 | ||
| 55. QUALCOMM INC | 2015-02-02 | 2016-09-30 | $3,771 | $3,549 | $222 | $222 | |
| 450. HENRY SCHEIN INC COM STK | 2016-12-30 | $68,579 | $28,378 | $40,201 | $40,201 | ||
| 250. SCHLUMBERGER LTD | 2016-11-09 | $19,933 | $19,235 | $698 | $698 | ||
| 200. SCHLUMBERGER LTD | 2016-03-31 | 2016-11-10 | $15,997 | $15,011 | $986 | $986 | |
| 489. SCHLUMBERGER LTD | 2016-11-10 | $39,112 | $36,528 | $2,584 | $2,584 | ||
| 50. SCHLUMBERGER LTD | 2013-05-13 | 2016-11-11 | $3,948 | $3,847 | $101 | $101 | |
| 511. SCHLUMBERGER LTD | 2016-11-14 | $40,239 | $37,374 | $2,865 | $2,865 | ||
| 960. SOUTHWSTN ENERGY CO | 2016-03-01 | $5,399 | $39,225 | -$33,826 | -$33,826 | ||
| 2690. SOUTHWSTN ENERGY CO | 2016-03-02 | $15,498 | $91,595 | -$76,097 | -$76,097 | ||
| CAPITAL GAIN DIVIDENDS | $10,595 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $573 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $757,397 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,470,246 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048958 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $833,926 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,937,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055828 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $621,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,425,526 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $388,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,917,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043549 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $302,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,530,379 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035464 | DistributionYr5Rt |
| Total Distribution | 0.2301 | TotalDistributionRt |
| Average Distribution | 0.04602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,747,907 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $724,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,549 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $727,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $762,305 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,549 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,549 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,549 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,951 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,951 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,402 | OverpaymentAmt |
| Applied To ES Tax | $2,402 | 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 & CO | |||||
| 140 BROADWAY 4TH FL | NEW YORK | NY | 10005 | INVESTMENT MANAGEMEN | $53,573 |
| BROWN BROTHERS HARRIMAN & CO | |||||
| 140 BROADWAY 4TH FL | NEW YORK | NY | 10005 | TAX SERVICE | $7,980 |
| 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 | $14,750,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,236,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,987,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,987,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $239,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,747,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $787,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $787,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,549 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,549 | TotalTaxAmt |
| Distributable Before Adj | $784,846 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $784,846 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $784,846 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $762,305 | 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 | $762,305 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,549 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $759,756 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $784,846 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $72,038 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $762,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $762,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,541 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,541 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,497 | 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 | $49,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $49,497 | 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 (71 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 | ||||||||
| 1621 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 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $500 | |
| COLBY SAWYER COLLEGE | ||||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $10,000 | |
| HARTSVILLE MUSEUM FDN | ||||||||
| PO BOX 431 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $500 | |
| COKER FARMS | ||||||||
| PO BOX 1563 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7170 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COKER COLLEGE | ||||||||
| 300 E COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $138,500 | |
| 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 | $1,000 | |
| WGCX | ||||||||
| 5662 ROUTE 23 | ARCA | NY | 12405 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085405357 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| 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 | $2,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WESTON PLAYHOUSE THEATRE CO | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $97,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| 352 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $111,833 | |
| 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 | |
| WFUV | ||||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $500 | |
| RWANDA ONE HILL AT A TIME | ||||||||
| PO BOX 8 | ROWAYTON | CT | 06853 | NONE | PC | GENERAL SUPPORT | $2,000 | C/O HELEN KWESKIN |
| 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 | $12,000 | |
| 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 | $9,000 | |
| NORTHERN WOODLANDS | ||||||||
| 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 | $3,000 | |
| 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 | $10,000 | |
| WESTON COMMUNITY ASSOC | ||||||||
| PO BOX 126 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| INTERNATIONAL GAME FISH ASSOCIATION | ||||||||
| 300 GULF STREAM WAY | DANIA BEACH | FL | 33461 | NONE | PC | GENERAL | $3,000 | |
| LOWER KEYS FISHING GUIDES ASSN | ||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL | $15,000 | |
| GIVE DIRECTLY | ||||||||
| P O BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | GENERAL | $1,000 | |
| WEEKSVILLE HERITAGE CENTER | ||||||||
| 158 BUFFALO AVE | BROOKLYN | NY | 112132420 | NONE | PC | GENERAL | $500 | |
| SADIE NASH LEADERSHIP INSTITUTE | ||||||||
| 4 WEST 43RD STREET SUITE 502 | NEW YORK | NY | 10036 | NONE | PC | GENERAL | $500 | |
| HAVERFORD COLLEGE | ||||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE | PC | GENERAL | $1,000 | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 55105 | NONE | PC | GENERAL | $1,000 | |
| 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 | $8,500 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 666 BROADWAY 9TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $3,500 | |
| THE BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PC | GENERAL | $3,500 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOLYSTON STREET STE 300 | BOSTON | MA | 02199 | NONE | PC | GENERAL | $1,500 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400331 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL | $1,000 | |
| HORN OF AFRICA EDUCATION DEVELOPMENT | ||||||||
| 446 MAIN ST 8TH FLOOR | WORCESTER | MA | 01608 | NONE | PC | GENERAL | $83,000 | |
| 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 | $500 | |
| 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 | $12,500 | |
| THE STUDIOS OF KEY WEST | ||||||||
| 533 EATON STREET | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| RWANDA GIRLS INITIATIVE | ||||||||
| PO BOX 325 | MEDINA | WA | 98039 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSE | $13,500 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER RD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL PURPOSES | $5,000 | |
| SOUNDWATERS INC | ||||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | NONE | PC | GENERAL PURPOSES | $1,000 | |
| BULLSUGAR ALLIANCE INC | ||||||||
| 2336 SE OCEAN BLVD SUITE 172 | STUART | FL | 34996 | NONE | PC | GENERAL PURPOSES | $23,333 | |
| ACLU | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSES | $23,333 | |
| WESLEY HOUSE | ||||||||
| 1304 TRUMAN AVENUE | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSES | $2,500 | |
| DOCTORS WITHOUT BOARDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $747,999 | 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 | $313,470 | 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 | $573 | 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 | $314,043 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,043 | 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 | $7,980 | Amt |
| Disbursements Charitable Prps | $7,980 | 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 & CO |
| INVESTMENT ADVISORY |
| BROWN BROTHERS HARRIMAN & CO |
| TAX SERVICE FEE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BED BATH & BEYOND INC | $122,809 | $89,408 |
| BERKSHIRE HATHAWAY INC CL B | $234,972 | $391,152 |
| CELANESE CORP SERIES A | $80,231 | $133,858 |
| CHUBB CORP | ||
| COMCAST CORP CL A | $149,965 | $372,870 |
| DENTSPLY SIRONA INC COM STK | $18,310 | $42,489 |
| DIAGEO PLC SPONSORED ADR | $130,220 | $181,895 |
| EOG RESOURCES INC | ||
| EBAY INC | ||
| LIBERTY GLOBAL PLC-SERIES C | $150,952 | $144,045 |
| DISCOVERY COMMUNICATIONS | $215,010 | $217,588 |
| LIBERTY INTERACTIVE A | $106,149 | $129,371 |
| MICROSOFT CORP | $72,714 | $173,992 |
| NESTLE SA SPONS ADR | $120,075 | $170,383 |
| NOVARTIS AG - ADR | $246,499 | $284,076 |
| OCCIDENTAL PETROLEUM | ||
| PAYPAL HOLDINGS | $174,041 | $221,032 |
| PRAXAIR INC | $112,356 | $120,120 |
| PROGRESSIVE CORP OHIO | $75,279 | $151,763 |
| QUALCOMM INC | $179,426 | $198,534 |
| HENRY SCHEIN INC COM STK | $87,507 | $87,233 |
| SCHLUMBERGER LTD | ||
| SOUTHWSTN ENERGY CO | ||
| FLEETCOR TECH INC COM STK | $82,632 | $90,573 |
| US BANCORP | $192,883 | $344,179 |
| WAL-MART STORES INC | $94,926 | $117,504 |
| WASTE MANAGEMENT INC | $43,925 | $96,296 |
| WELLS FARGO & CO | $193,366 | $281,061 |
| BBH LIMITED DURATION FUND CL I | $5,118,960 | $5,107,779 |
| AIT GLOBAL EMERGING MARKETS OP | ||
| BBH INTERNATIONAL EQUITY FUND | $1,617,160 | $1,504,804 |
| NIELSEN HLDGS PLC FOREIGN STK | $62,422 | $60,828 |
| VANGUARD INSTL INDEX FD | $1,398,000 | $3,652,324 |
| UNILEVER N V-NY SHARES | $112,589 | $118,048 |
| PERRIGO CO PLC COM STK | $189,727 | $148,898 |
| ZOETIS INC | $146,495 | $240,885 |
| ORACLE CORP | $401,618 | $395,074 |
| BAXALTA INC | ||
| ALPHABET INC CL C | $211,854 | $314,903 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $473 | LegalFeesAmt |
| Disbursements Charitable Prps | $473 | DisbursementsCharitablePrpsAmt |
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 - | $900 | $0 | $900 |
| OTHER NONALLOCABLE EXPENSES - | $81 | $81 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $20 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $53,573 | Amt |
| Net Investment Income | $53,573 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,000 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,400 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $5,483 | $5,483 | $0 |
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