LINVILLE FAM TR UA 12011998: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LINVILLE FAM TR UA 12011998 (EIN 13-7177348)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-18
- IRS object ID
- 201642009349100004
- Schema version
- 2015v2.0
- 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
- Contractor Compensation Expln
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-18T09:00:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON POWERS | PreparerPersonNm |
| PTIN | P00260194 | PTIN |
| Phone | 6175879019 | PhoneNum |
| Preparation | 2016-07-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,852,645 | 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 | $296,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $296,989 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $251,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $251,617 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,370,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $548,606 | 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 | $650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $650 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,530 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,591 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,712 | 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 | $3,370 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,370 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $831 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $747,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $747,999 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $822,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $762,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $547,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $490,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $29 | CashEOYAmt |
| Cash EOYFMV | $29 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,025,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,587,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,587,151 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $11,541,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,528,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,260,045 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $5,130 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,926 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $5,422 | MortgageLoansEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,572,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,120,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,852,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,572,595 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,120,274 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,572,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,120,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,572,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,120,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,572,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $547,651 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28 | OtherIncreasesAmt |
| Subtotal | $13,120,274 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,120,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 46. ALPHABET INC CL C | 2014-06-24 | 2015-11-16 | $33,286 | $26,063 | $7,223 | $7,223 |
| 15. ALPHABET INC CL C | 2014-06-24 | 2015-11-17 | $10,934 | $8,499 | $2,435 | $2,435 |
| 52. ALPHABET INC CL C | 2014-06-24 | 2015-12-15 | $38,722 | $29,463 | $9,259 | $9,259 |
| 106. BAXTER INTL INC | 2015-07-14 | $3,986 | $3,725 | $261 | $261 | |
| 494. BAXTER INTL INC | 2010-04-22 | 2015-07-14 | $18,578 | $13,404 | $5,174 | $5,174 |
| 150. BAXTER INTL INC | 2011-02-07 | 2015-08-06 | $6,298 | $3,967 | $2,331 | $2,331 |
| 1256. BAXTER INTL INC | 2015-08-06 | $52,734 | $30,617 | $22,117 | $22,117 | |
| 100. CALIFORNIA RESOURCES CORP COM STK | 2015-02-20 | $724 | $700 | $24 | $24 | |
| 300. CALIFORNIA RESOURCES CORP COM STK | 1970-01-01 | 2015-02-20 | $2,173 | $1,854 | $319 | $319 |
| 136. CHUBB CORP | 1970-01-01 | 2015-07-01 | $16,656 | $7,071 | $9,585 | $9,585 |
| 105. CHUBB CORP | 1970-01-01 | 2015-07-02 | $12,864 | $5,459 | $7,405 | $7,405 |
| 198. CHUBB CORP | 2015-07-16 | $24,156 | $10,294 | $13,862 | $13,862 | |
| 261. CHUBB CORP | 1970-01-01 | 2015-07-22 | $32,073 | $13,569 | $18,504 | $18,504 |
| 400. CHUBB CORP | 1970-01-01 | 2015-07-31 | $50,000 | $20,796 | $29,204 | $29,204 |
| 60. CHUBB CORP | 2015-11-02 | $7,786 | $3,119 | $4,667 | $4,667 | |
| 102. CHUBB CORP | 1970-01-01 | 2015-11-03 | $13,224 | $5,303 | $7,921 | $7,921 |
| 62. CHUBB CORP | 1970-01-01 | 2015-11-05 | $8,026 | $3,223 | $4,803 | $4,803 |
| 65. CHUBB CORP | 1970-01-01 | 2015-11-11 | $8,414 | $3,379 | $5,035 | $5,035 |
| 111. CHUBB CORP | 2015-11-17 | $14,394 | $4,847 | $9,547 | $9,547 | |
| 16.29 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-01-15 | $16 | $16 | ||
| 16.39 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-02-17 | $16 | $17 | -$1 | -$1 |
| 16.5 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-03-16 | $17 | $17 | ||
| 16.6 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-04-15 | $17 | $17 | ||
| 16.7 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-05-15 | $17 | $17 | ||
| 16.81 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-06-15 | $17 | $17 | ||
| 16.91 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-07-15 | $17 | $17 | ||
| 17.02 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-08-17 | $17 | $17 | ||
| 17.12 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-09-15 | $17 | $17 | ||
| 17.23 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-10-15 | $17 | $17 | ||
| 17.34 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-11-16 | $17 | $17 | ||
| 17.45 GOVERNMENT NATIONAL MTGE ASSN POOL #5297 | 2001-01-19 | 2015-12-15 | $17 | $18 | -$1 | -$1 |
| .997 GOOGLE INC CL C | 2014-06-24 | 2015-05-13 | $537 | $565 | -$28 | -$28 |
| 450. MICROSOFT CORP | 1970-01-01 | 2015-12-15 | $25,069 | $15,143 | $9,926 | $9,926 |
| 950. MICROSOFT CORP | 2015-12-15 | $52,924 | $27,961 | $24,963 | $24,963 | |
| 15083.799 T ROWE PRICE NEW ASIA FUND | 2013-07-15 | 2015-07-10 | $248,279 | $243,000 | $5,279 | $5,279 |
| 45. TARGET CORP | 2011-08-01 | 2015-01-13 | $3,451 | $2,292 | $1,159 | $1,159 |
| 255. TARGET CORP | 2011-08-01 | 2015-01-15 | $19,644 | $12,988 | $6,656 | $6,656 |
| 100. TARGET CORP | 2011-08-01 | 2015-02-04 | $7,592 | $5,093 | $2,499 | $2,499 |
| 200. TARGET CORP | 2011-08-01 | 2015-02-18 | $15,381 | $10,187 | $5,194 | $5,194 |
| 100. TARGET CORP | 2015-02-23 | $7,675 | $4,955 | $2,720 | $2,720 | |
| 200. TARGET CORP | 2011-08-05 | 2015-02-25 | $15,389 | $9,634 | $5,755 | $5,755 |
| 232. TARGET CORP | 2011-08-05 | 2015-03-04 | $18,097 | $11,176 | $6,921 | $6,921 |
| 368. TARGET CORP | 2015-03-05 | $28,730 | $17,573 | $11,157 | $11,157 | |
| 76. WASTE MANAGEMENT INC | 1970-01-01 | 2015-01-21 | $4,010 | $2,587 | $1,423 | $1,423 |
| 102. WASTE MANAGEMENT INC | 1970-01-01 | 2015-01-22 | $5,383 | $3,472 | $1,911 | $1,911 |
| 122. WASTE MANAGEMENT INC | 1970-01-01 | 2015-01-23 | $6,432 | $4,152 | $2,280 | $2,280 |
| 168. WASTE MANAGEMENT INC | 2015-04-08 | $9,184 | $5,718 | $3,466 | $3,466 | |
| 32. WASTE MANAGEMENT INC | 1970-01-01 | 2015-04-09 | $1,751 | $1,089 | $662 | $662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $251,617 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $833,926 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,937,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055828 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $621,620 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,425,526 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $388,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,917,849 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $302,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,530,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035464 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $369,165 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,838,285 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047098 | DistributionYr5Rt |
| Total Distribution | 0.22824 | TotalDistributionRt |
| Average Distribution | 0.045648 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,470,246 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $706,186 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,902 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $711,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $762,299 | 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 | $4,902 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,902 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,902 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,453 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,453 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,551 | OverpaymentAmt |
| Applied To ES Tax | $1,551 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $63,121 | 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 | $14,503,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,202,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,705,833 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,705,833 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,470,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $773,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $773,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,902 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,902 | TotalTaxAmt |
| Distributable Before Adj | $768,610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $768,610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $768,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $762,299 | 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 | $762,299 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,902 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $757,397 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $768,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $78,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $762,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $762,299 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,311 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,311 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $72,038 | 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 | $72,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $72,038 | 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 (78 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 | |
| BROADWAY MALLS ASSOCIATION | ||||||||
| 2095 BROADWAY SUITE 403 | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| CENTRAL PARK CONSERCANCY | ||||||||
| 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 | $11,000 | |
| CONNECTICUT FUND FOR THE ENVIRONMEN | ||||||||
| 142 TEMPLE STREET 3RD FL | NEW HAVEN | CT | 06150 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| 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 7174 | 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 | $10,000 | 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 | $1,500 | |
| 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 | $87,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| 352 PARK AVE SOUTH 12TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $83,833 | |
| 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 | $12,000 | |
| 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 | $1,000 | |
| WNYC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 101161550 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| A FAR CRY | ||||||||
| 146A SOUTH STREET | Jamaica Plain | MA | 02130 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ANCHORS AWEIGH | ||||||||
| 404 VIRGINIA ST | Key West | FL | 33040 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| BUILDING 149 13TH ST ROOM 3602 | CHARLESTOWN | MA | 02129 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| JUST NEIGHBORS | ||||||||
| PO BOX 172 | WESTON | VT | 05161 | NONE | PC | GENERAL SUPPORT | $9,000 | |
| KEY WEST & LOWER KEYS FISHING | ||||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 33042 | NONE | PC | GENERAL SUPPORT | $11,000 | GUIDES ASSOC |
| NORTHERN WOODLANDS | ||||||||
| PO BOX 471 1776 CENTER | Corinth | VT | 05039 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD NNE | ||||||||
| 128 LAKESIDE AVENUE SUITE 301 | Burlington | VT | 05401 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| MARITIME AQUARIUM | ||||||||
| 10 NORTH WATER STREET | NORWALK | CT | 06854 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 95 | 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 | $10,000 | |
| GIVE DIRECT INC | ||||||||
| P O BOX 3221 | NEW YORK | NY | 10008 | NONE | PC | GENERAL | $2,000 | |
| BKLYN GREENWAY INITIATIVE | ||||||||
| 153 COLUMBIA STREET | BROOKLYN | NY | 11231 | 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 | |
| CHURCH ST MUSIC SCHOOL | ||||||||
| 74 WARREN STREET | NEW YORK | NY | 10007 | 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 | $6,500 | |
| AMERICAN LITTORAL SOCIETY | ||||||||
| 28 W 9 ROAD | BROAD CHANNEL | NY | 11693 | NONE | PC | GENERAL | $500 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 666 BROADWAY 9TH FLOOR | NEW YORK | NY | 10072 | NONE | PC | GENERAL | $1,500 | |
| THE BRONX MUSEUM OF THE ARTS | ||||||||
| 1040 GRAND CONCOURSE | BRONX | NY | 10456 | NONE | PC | GENERAL | $3,000 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVE 3RD FLOOR | BOSTON | NY | 02215 | NONE | PC | GENERAL | $1,500 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL | $1,000 | |
| HORN OF AFRICA EDUCATION DEVELOPMENT | ||||||||
| 446 MAIN ST 8TH FLOOR | WORCESTER | MA | 01608 | NONE | PC | GENERAL | $113,333 | |
| 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 | ||||||||
| 429 LAWRENCE HILL RD | WESTON | VT | 05161 | NONE | PC | GENERAL | $500 | |
| GUIDES TRUST FOUNDATION | ||||||||
| PO BOX 88 | ISLAMORADA | FL | 33036 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| BONEFISH & TARPON TRUST | ||||||||
| 24 DOCKSIDE LANE PMB 83 | KEY LARGO | FL | 33037 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE STUDIOS OF KEY WEST | ||||||||
| 533 EATON STREET | KEY WEST | FL | 33040 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| NEW YORK BULLY CREW | ||||||||
| 1457 MONTAUK HWY | PATCHOGUE | NY | 11772 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| NARAL PRO-CHOICE CT | ||||||||
| 56 ARBOR STREET SUITE 412 | HARTFORD | CT | 06106 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| STAMFORD SAILING FOUNDATON | ||||||||
| 68 SOUTHFIELD AVE SUITE 100 | STAMFORD | CT | 06902 | NONE | PC | GENERAL PURPOSE | $1,500 | C/O YOUNG MARINERS FOUNDATION |
| RWANDA GIRLS INITIATIVE | ||||||||
| PO BOX 325 | MEDINA | WA | 98039 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| EVERYTOWN FOR GUN SAFETY | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | NONE | PC | GENERAL PURPOSE | $8,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CAPITAL FRINGE | ||||||||
| 1358 FLORIDA AVE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL PURPOSE | $500 | |
| DOCTORS WITHOUT BOARDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $29,833 | |
| COLLEGE SUMMIT | ||||||||
| 1763 COLUMBIA RD NW 2ND FL | WASHINGTON | DC | 20009 | NONE | PC | GENERAL | $1,000 | |
| BUILDORG | ||||||||
| 2385 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| 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 | $296,989 | 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 | $251,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY PY DISTR' | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $548,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $549,606 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | RECOVERY OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS | RelationshipStatementTxt |
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 | $9,530 | Amt |
| Disbursements Charitable Prps | $9,530 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT ADVISORY FEES AND TAX PREPARATION | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAXTER INTL INC | ||
| BED BATH & BEYOND INC | $103,057 | $86,850 |
| BERKSHIRE HATHAWAY INC CL B | $185,002 | $270,682 |
| CELANESE CORP SERIES A | $60,539 | $94,262 |
| CHUBB CORP | $14,963 | $46,424 |
| COMCAST CORP CL A | $91,968 | $251,114 |
| DENTSPLY INTL INC | $18,310 | $44,786 |
| DIAGEO PLC SPONSORED ADR | $62,925 | $119,977 |
| EOG RESOURCES INC | $82,935 | $113,264 |
| EBAY INC | $7,996 | $27,453 |
| GOOGLE INC CL A | ||
| DISCOVERY COMMUNICATIONS | $115,816 | $110,968 |
| LIBERTY INTERACTIVE A | $53,248 | $109,007 |
| MICROSOFT CORP | $72,714 | $155,344 |
| NESTLE SA SPONS ADR | $120,075 | $176,748 |
| NOVARTIS AG - ADR | $113,691 | $176,382 |
| OCCIDENTAL PETROLEUM | $70,698 | $67,610 |
| PAYPAL HOLDINGS | $34,938 | $61,504 |
| PRAXAIR INC | $86,290 | $81,920 |
| PROGRESSIVE CORP OHIO | $89,442 | $154,230 |
| QUALCOMM INC | $152,564 | $125,312 |
| HENRY SCHEIN INC COM STK | $28,378 | $71,186 |
| SCHLUMBERGER LTD | $96,983 | $90,675 |
| SOUTHWSTN ENERGY CO | $130,821 | $25,952 |
| TARGET CORP | ||
| US BANCORP | $130,543 | $219,751 |
| WAL-MART STORES INC | $64,631 | $76,625 |
| WASTE MANAGEMENT INC | $43,925 | $72,476 |
| WELLS FARGO & CO | $124,993 | $201,132 |
| BBH LIMITED DURATION FUND CL I | $5,786,420 | $5,729,535 |
| AIT GLOBAL EMERGING MARKETS OP | $967,927 | $874,872 |
| BBH INTERNATIONAL EQUITY FUND | $657,160 | $522,180 |
| T ROWE PRICE NEW ASIA FUND | ||
| VANGUARD INSTL INDEX FD | $1,398,000 | $3,343,947 |
| UNILEVER N V-NY SHARES | $68,811 | $77,976 |
| CALIFORNIA RESOURCES CORP | ||
| ZOETIS INC | $113,537 | $179,748 |
| ORACLE CORP | $217,501 | $200,915 |
| BAXALTA INC | $68,841 | $109,518 |
| ALPHABET INC CL C | $92,526 | $189,720 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $650 | LegalFeesAmt |
| Disbursements Charitable Prps | $650 | 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 - | $81 | $81 | $0 |
| OTHER NON-ALLOCABLE EXPENSE - | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF AMTS TREATED AS QUAL DISTR | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $28 | 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 | $53,591 | Amt |
| Net Investment Income | $53,591 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINVILLE CLAT UW SUSANNE G LINVIL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4,712 | $4,712 | $0 |
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