LINVILLE FAM TR UA 12011998: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LINVILLE FAM TR UA 12011998 (EIN 13-7177348)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202513089349100021
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T09:01:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2025-11-04 | 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 | $27,410,196 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $457,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $457,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $942,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,390,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $942,361 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,584 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,402,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,399,677 | 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 | $888 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $888 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $140,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,644 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,044 | 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 | $769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,633 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,220,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,220,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,394,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,231,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,247,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $526,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,235,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,235,872 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $12,825,386 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,885,542 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,116,610 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,561,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $800,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,057,714 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,913,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,921,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,410,196 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,913,155 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,921,414 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,913,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,921,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,913,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,921,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,913,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,921,415 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,921,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 42039.94 CLARKSTON FOUNDERS FUND - FOUNDERS CLAS | 2024-07-22 | $649,097 | $600,000 | $49,097 | $49,097 | ||
| 4. BERKSHIRE HATHAWAY INC-CL B | 2024-11-15 | $1,877 | $1,277 | $600 | $600 | 2022-02-10 | |
| 12. BOOKING HOLDINGS INC COM STK | 2024-11-15 | $59,604 | $26,237 | $33,367 | $33,367 | ||
| 9. COPART INC COM STK | 2024-05-08 | $497 | $114 | $383 | $383 | 2018-10-10 | |
| 258. COPART INC COM STK | 2024-05-09 | $14,272 | $3,256 | $11,016 | $11,016 | 2018-10-10 | |
| 272. COPART INC COM STK | 2024-05-10 | $14,917 | $3,427 | $11,490 | $11,490 | ||
| 323. COPART INC COM STK | 2024-05-13 | $17,589 | $4,048 | $13,541 | $13,541 | ||
| 320. COPART INC COM STK | 2024-05-14 | $17,290 | $3,919 | $13,371 | $13,371 | 2019-01-17 | |
| 328. COPART INC COM STK | 2024-05-15 | $18,053 | $4,017 | $14,036 | $14,036 | 2019-01-17 | |
| 316. COPART INC COM STK | 2024-05-16 | $17,263 | $3,728 | $13,535 | $13,535 | ||
| 302. COPART INC COM STK | 2024-05-17 | $16,298 | $3,555 | $12,743 | $12,743 | 2018-12-20 | |
| 171. DIAGEO PLC- SPONSORED ADR | 2024-07-22 | $22,133 | $33,187 | -$11,054 | -$11,054 | ||
| 117. DIAGEO PLC- SPONSORED ADR | 2024-07-23 | $15,036 | $6,518 | $8,518 | $8,518 | ||
| 116. DIAGEO PLC- SPONSORED ADR | 2024-07-24 | $14,990 | $5,978 | $9,012 | $9,012 | 2008-11-21 | |
| 113. DIAGEO PLC- SPONSORED ADR | 2024-07-30 | $14,079 | $5,823 | $8,256 | $8,256 | 2008-11-21 | |
| 269. NESTLE S A SPONS ADR | 2024-07-22 | $28,532 | $13,025 | $15,507 | $15,507 | 1970-01-01 | |
| 145. NESTLE S A SPONS ADR | 2024-07-23 | $15,268 | $7,021 | $8,247 | $8,247 | 1970-01-01 | |
| 145. NESTLE S A SPONS ADR | 2024-07-24 | $15,259 | $7,021 | $8,238 | $8,238 | 1970-01-01 | |
| 156. NESTLE S A SPONS ADR | 2024-07-25 | $15,663 | $7,554 | $8,109 | $8,109 | 1970-01-01 | |
| 67. PROGRESSIVE CORP OHIO | 2024-08-09 | $14,779 | $7,150 | $7,629 | $7,629 | 2022-02-10 | |
| 66. PROGRESSIVE CORP OHIO | 2024-08-12 | $14,729 | $7,043 | $7,686 | $7,686 | 2022-02-10 | |
| 75. PROGRESSIVE CORP OHIO | 2024-10-31 | $18,358 | $8,004 | $10,354 | $10,354 | 2022-02-10 | |
| 187. PROGRESSIVE CORP OHIO | 2024-11-15 | $47,740 | $18,701 | $29,039 | $29,039 | ||
| 1. ALTAROCK PARTNERS SERIES | 2024-12-31 | $856,329 | $856,331 | -$2 | -$2 | 2000-01-01 | |
| 1. CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES - BBH WS (VALUED | 2024-12-31 | $811,295 | $811,296 | -$1 | -$1 | 2000-01-01 | |
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P | |||||
| CAPITAL GAIN DIVIDENDS | $155,396 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $942,361 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,767 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,267 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $9,918 | OverpaymentAmt |
| Applied To ES Tax | $9,918 | 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 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES COKER LINVILLE | ||||||
| 18 ETTINGER ROAD | WESTON | VT | 05161 | TRUSTEE | 1 | $0 |
| JOHN EVANS LINVILLE | ||||||
| 3191 MATECUMBE KEY RD UNIT 604 | PUNTA GORDA | FL | 33955 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | 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 | $145,426 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,779,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,194,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,973,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,973,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $404,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,568,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,328,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,328,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,346 | TotalTaxAmt |
| Distributable Before Adj | $1,311,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,311,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,311,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,231,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,231,633 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,311,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,267 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $212,077 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $327,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,231,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,231,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $79,448 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $79,448 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $248,266 | 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 | $248,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $36,189 | ExcessFromYear2Amt |
| Excess From Year1 | $212,077 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 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 |
|---|---|---|---|---|---|---|---|---|
| CENTER FOR JUVENILE AND CRIMINAL JUSTICE | ||||||||
| 424 GUERRERO STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL | $9,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| ANCHORS AWEIGH | ||||||||
| 404 VIRGINIA ST | KEY WEST | FL | 33040 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ANYONE CORPORATION | ||||||||
| 1133 BROADWAY SUITE 330 | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $1,000 | |
| ARCHITECTURAL LEAGUE OF NY | ||||||||
| 594 BROADWAY SUITE 607 | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $1,000 | |
| BOULDER BIRTH AND HOLISTICE HEALTH | ||||||||
| 3123 GOTTSCHALL RD | KEY WEST | PA | 18074 | NONE | PC | GENERAL PURPOSES | $2,500 | |
| BOYS CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH ST | NEW YORK | NY | 10009 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| BONEFISH & TARPON TRUST | ||||||||
| 2937 SW 27TH AVE STE 203 | MIAMI | FL | 33133 | NONE | PC | GENERAL PURPOSE | $21,000 | |
| BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PC | GENERAL SUPPORT | $20,340 | |
| BROOKLYN BOATWORKS | ||||||||
| 20 JAY ST STE 824B | BROOKLYN | NY | 11201 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE | $660 | |
| CENTER FOR URBAN PEDAGOGY | ||||||||
| 232 THIRD ST D201 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL | $1,000 | |
| CHEWONKI FOUNDATION | ||||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CLASSICAL WSMR | ||||||||
| 4202 EAST FOWLER AVE WRB101 | TAMPA | FL | 33620 | NONE | PC | GENERAL | $1,000 | |
| COKER COLLEGE | ||||||||
| 300 E COLLEGE AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $79,000 | |
| COLBY-SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | NONE | PC | GENERAL CHARITABLE | $500 | |
| COLUMBIA UNIVERSITY SCHOOL OF LAW | ||||||||
| 435 WEST 116TH ST BOX A-2 | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DAVIDSON COLLEGE | ||||||||
| 209 RIDGE ROAD BOX 5000 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| EARTH JUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | GENERAL CHARITABLE | $40,000 | |
| EDUCATION MATTERS AFRICA FDN | ||||||||
| PO BOX 966 | NORTH HAVEN | CT | 06473 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| FARRAR PARK ASSOCIATION | ||||||||
| PO BOX 133 | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| FRIENDS OF THE EVERGLADES | ||||||||
| 3727 SE OCEAN BLVD STE 200 | STUART | FL | 34996 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| GIVE DIRECTLY | ||||||||
| P O BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | GENERAL | $5,000 | |
| HABITAT FOR HUMANITY OF GREATER | ||||||||
| 967 2ND ST SOUTHEAST | CHARLOTTESVILLE | VA | 22902 | NONE | PC | GENERAL | $4,500 | CHARLOTTESVILLE |
| HARTSVILLE MUSEUM FDN | ||||||||
| PO BOX 431 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $500 | |
| HAVERFORD COLLEGE | ||||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19042 | NONE | PC | GENERAL | $500 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| ONE DAG HAMMARSCKOLD PLAZE STE 2 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $283,000 | |
| HORN OF AFRICA EDUCATION DEVELOPMENT | ||||||||
| PO BOX 60722 290 WEST BOYLAN ST | WORCESTER | MA | 10606 | NONE | PC | GENERAL | $30,000 | |
| INTERNATIONAL GAME FISH ASSOCIATION | ||||||||
| 300 GULF STREAM WAY | DANIA BEACH | FL | 33004 | NONE | PC | GENERAL | $50,000 | |
| KALMIA GARDENS | ||||||||
| 1624 W CAROLINA AVE | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| KEY WEST WILDLIFE CENTER | ||||||||
| PO BOX 2297 | Key West | FL | 33045 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| LA JOLLA COMMUNITY FOUNDATION | ||||||||
| PO BOX 1723 | LA JOLLA | CA | 92038 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| LA JOLLA PARKS AND BEACHES | ||||||||
| PO BOX 185 | LA JOLLA | CA | 92038 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LA JOLLA PLAYHOUSE | ||||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $500 | |
| LOWER KEYS FISHING GUIDES ASSN | ||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL | $9,000 | |
| LONDONDERRY RESCUE SQUAD | ||||||||
| PO BOX 911 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| MACALESTER COLLEGE | ||||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 55105 | NONE | PC | GENERAL | $500 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MARITIME AQUARIUM | ||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| MY COMMUNITY NURSE PROJECT | ||||||||
| PO BOX 57 | WESTON | VT | 05161 | NONE | PC | GENERAL | $10,000 | |
| NATIONAL NETWORK OF ABORTION | ||||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | NONE | PC | GENERAL | $15,000 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET 9TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $1,000 | |
| NEIGHBORS PANTRY | ||||||||
| 2051 NORTH MAIN ST | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL PURPOSE | $9,000 | |
| NEIGHBORHOOD CONNECTIONS | ||||||||
| 5700 MTN MARKETPLACE PO BOX 207 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL CHARITABLE | $25,000 | |
| NORTHERN WOODLANDS | ||||||||
| PO BOX 270 16 ON THE COMMON | LYME | NH | 03768 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| OLD PARRISH CHURCH | ||||||||
| PO BOX 125 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PARENT-CHILD HOME PROGRAM | ||||||||
| 242 W 30TH ST 1100 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOLYSTON STREET STE 300 | BOSTON | MA | 02199 | NONE | PC | GENERAL | $6,000 | |
| PLANNED PARENTHOOD NNE | ||||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PRISONERS LITERATURE PROJECT | ||||||||
| 1369 HAIGHT ST | SAN FRANCISCO | CA | 94117 | NONE | PC | GENERAL | $9,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FLO | New York | NY | 10013 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 9 NASSAU HALL | PRINCETON | NJ | 08544 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| PS-29 | ||||||||
| 425 HENRY STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| RWANDA ONE HILL AT A TIME | ||||||||
| 3 PLANT COURT | ROWAYTON | CT | 06853 | NONE | PC | GENERAL SUPPORT | $3,000 | C/O HELEN KWESKIN |
| SAMUELS HOUSE INC | ||||||||
| 1614 TRUESELL CT | KEY WEST | FL | 33040 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| SAVE THE SOUND | ||||||||
| 127 CHURCH ST 2ND FL | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL | $5,500 | |
| SUNDAYS ON THE HILL | ||||||||
| PO BOX 74 | WESTON | VT | 05161 | NONE | PC | GENERAL | $500 | |
| THE COLLABORATIVE | ||||||||
| 91 VT ROUTE 11 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL | $1,000 | |
| THE CHILDRENS SCHOOL | ||||||||
| 1221 VARELA ST | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| THE GROUNDSWELL FUND | ||||||||
| 548 MARKET STREET 49734 | San Francisco | CA | 94104 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| THE LITTLE SCHOOL | ||||||||
| PO BOX 92 | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| PO BOX 889336 | LOS ANGELES | CA | 900889336 | NONE | PC | GENERAL | $6,000 | |
| THE SENTENCING PROJECT | ||||||||
| 1705 DESALES ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $9,000 | |
| THE STUDIOS OF KEY WEST | ||||||||
| 533 EATON STREET | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400314 211 EMMET ST SOUTH | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL | $7,000 | |
| US COMMITTEE FOR REFUGEES | ||||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL PURPOSE | $9,000 | |
| VERMONT FOOD BANK | ||||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| VT DIGGER | ||||||||
| PO BOX 1374 | MONTPELIER | VT | 05601 | NONE | PC | GENERAL CHARITABLE | $5,000 | |
| WESTON COMMUNITY ASSOC | ||||||||
| PO BOX 126 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WESTON CEMETERY COMMISSION | ||||||||
| PO BOX 156 | WESTON | VT | 05161 | NONE | PC | GENERAL | $1,000 | |
| WESTON HISTORICAL SOCIETY | ||||||||
| PO BOX 247 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| WESTON RECREATIONAL CLUB | ||||||||
| PO BOX 115 | WESTON | VT | 05161 | NONE | PC | GENERAL | $1,000 | |
| WESTON THEATRE COMPANY | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $110,000 | |
| WESTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| PO BOX 52 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WILDER MEMORIAL LIBRARY | ||||||||
| PO BOX 38 | WESTON | VT | 05161 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| ROWAYTON HOSE COMPANY #1 | ||||||||
| PO BOX 151 | NORWALK | CT | 06853 | NONE | PC | GENERAL | $2,000 | |
| National Immigration Forum | ||||||||
| 10 G STREET NE SUITE 500 | Washington | DC | 20002 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| NEW THOUGHTS VERMONT | ||||||||
| PO BOX 185 | WESTON | VT | 05161 | NONE | PC | GENERAL OPERATING | $500 | |
| WESTON PLAYHOUSE THEATRE CO | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | GENERAL PURPOSE | $8,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 4301 WILSON BLVD SUITE 300 | Arlington | VA | 22203 | NONE | PC | GENERAL PURPOSE | $9,000 | |
| INTEGRATED COMMUNITY | ||||||||
| PO BOX 773417 | STEAMBOAT SPRINGS | CO | 80477 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| COKER FARMS NATIONAL HISTORIC LANDMARK | ||||||||
| PO BOX 1563 | HARTSVILLE | SC | 29551 | NONE | PC | GENERAL SUPPORT | $1,000 | FOUNDATION |
| ATLANTA BOTANICAL GARDEN INC | ||||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $4,500 | |
| AMERICANS FOR IMMIGRANT JUSTICE | ||||||||
| 6355 NW 36TH ST STE 2201 | MIAMIA | FL | 33166 | NONE | PC | GENERAL SUPPORT | $9,000 | |
| BUTLER ACADEMY | ||||||||
| 710 S 5TH ST | HARTSVILLE | SC | 29550 | NONE | PC | GENERAL OPERATING | $5,000 | |
| YAMPA VALLEY STRINGS | ||||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | NONE | PC | GENERAL PURPOSE | $500 | |
| VIRGINIA PRISON BIRTH PROJECT | ||||||||
| 312 7 1/2 ST SW | CHARLOTTESVILLE | VA | 22903 | NONE | PC | GENERAL OPERATING | $1,000 | |
| YAMPA RIVER BOTANIC PARK | ||||||||
| PO BOX 776769 | STEAMBOAT SPRINGS | CO | 80477 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,220,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $942,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,402,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,402,261 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $9,995 | Amt |
| Disbursements Charitable Prps | $9,995 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | $103,754 | $395,713 |
| DIAGEO PLC SPONSORED ADR | ||
| NESTLE SA SPONS ADR | ||
| WASTE MANAGEMENT INC | $130,762 | $249,412 |
| BBH LIMITED DURATION FUND CL I | $2,009,207 | $2,126,359 |
| BBH INTERNATIONAL EQUITY FUND | ||
| VANGUARD INSTL INDEX FD | $4,093,692 | $12,473,181 |
| ZOETIS INC | $82,261 | $188,021 |
| ORACLE CORP | $105,729 | $307,617 |
| ALPHABET INC CL C | $119,818 | $472,291 |
| COPART INC | ||
| LINDE PLC | $151,136 | $300,186 |
| BOOKING HOLDINGS INC | $77,470 | $218,610 |
| ARTHUR J GALLAGHER | $82,805 | $258,304 |
| ALCON INC | $138,839 | $220,290 |
| MASTERCARD INC | $203,997 | $354,908 |
| AMAZON INC | $172,239 | $249,008 |
| NIKE INC CL B | $126,161 | $101,473 |
| PROGRESSIVE CORP OHIO | $74,828 | $234,818 |
| THERMO FISHER SCIENTIFIC INC | $170,645 | $180,520 |
| S&P GLOBAL INC COM STK | $126,581 | $179,789 |
| ABBOT LABORATORIES | $179,071 | $170,570 |
| COSTCO WHOLESALE CORP | $62,140 | $221,737 |
| KLA CORP | $83,898 | $239,446 |
| ADOBE INC | $169,234 | $174,315 |
| MICROSOFT CORP | $288,479 | $398,318 |
| TEXAS INSTRUMENTS INC | $127,616 | $142,695 |
| UNITEDHEALTH GROUP INC | $101,355 | $96,619 |
| OTIS WORLDWIDE CORPORATION COM | $78,186 | $75,107 |
| APPLIED MATERIALS INC | $104,466 | $93,512 |
| AUTOMATIC DATA PROCESSING INC | $117,464 | $135,827 |
| CADENCE DESIGN SYS INC | $45,173 | $51,379 |
| ISHARES TR S&P SMALLCAP 600 IN | $791,376 | $828,662 |
| BBH PARTNER FUND INTERNATIONAL | $3,767,160 | $3,977,923 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLARKSTON CAPITAL PARTNERS | |||
| ALTAROCK PARTNERS | |||
| CLARKSTON FOUNDERS FUND | |||
| GQG PART EMERG | AT COST | $800,000 | $1,057,714 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $888 | LegalFeesAmt |
| Disbursements Charitable Prps | $888 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $750 | $0 | $750 |
| OTHER EXPENSES | $19 | $19 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $2,584 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $140,705 | Amt |
| Net Investment Income | $140,705 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $69 | $69 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7,100 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $10,975 | $10,975 | $0 |