HUNTER CAPUZZI FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HUNTER CAPUZZI FAMILY FOUNDATION (EIN 87-2788076)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349101103
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T08:01:06-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872788076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTER CAPUZZI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 2124938000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J HUNTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $12,224,979 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $229,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $854,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,062 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,903,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,557 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,213 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,930 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,176 | 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 | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $372,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,530,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,963,807 | CashBOYAmt |
| Cash EOY | $28,072 | CashEOYAmt |
| Cash EOYFMV | $28,072 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,020,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,020,676 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,638,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,360,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,130,855 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,724,642 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,448,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,045,376 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,326,496 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,857,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,224,979 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,326,496 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,857,249 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,326,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,857,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,326,496 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,857,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,326,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,530,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,857,252 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,857,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 28. ABBOTT LABORATORIES | 2025-02-20 | 2025-11-18 | $3,644 | $3,701 | -$57 | -$57 | |
| 94. ABBOTT LABORATORIES | 2021-11-23 | 2025-11-18 | $12,232 | $11,336 | $896 | $896 | |
| 70. ADOBE INC | 2023-12-13 | 2025-11-04 | $23,459 | $38,466 | -$15,007 | -$15,007 | |
| 10. ALPHABET INC CL C | 2025-01-17 | 2025-06-03 | $1,681 | $1,971 | -$290 | -$290 | |
| 51. ALPHABET INC CL C | 2024-12-19 | 2025-06-04 | $8,581 | $9,998 | -$1,417 | -$1,417 | |
| 44. ALPHABET INC CL C | 2024-12-19 | 2025-06-05 | $7,543 | $8,494 | -$951 | -$951 | |
| 40. ALPHABET INC CL C | 2024-12-19 | 2025-10-13 | $9,730 | $7,722 | $2,008 | $2,008 | |
| 36. AMAZON.COM INC | 2025-01-17 | 2025-08-21 | $7,981 | $8,042 | -$61 | -$61 | |
| 28. AMAZON.COM INC | 2025-03-14 | 2025-08-21 | $6,208 | $5,534 | $674 | $674 | |
| 1794.374 BBH LIMITED DURATION FUND CL I | 2024-03-27 | 2025-02-11 | $18,733 | $18,500 | $233 | $233 | |
| 17064.262 BBH LIMITED DURATION FUND CL I | 2024-08-22 | 2025-02-11 | $178,151 | $177,800 | $351 | $351 | |
| 14120.291 BBH LIMITED DURATION FUND CL I | 2021-12-23 | 2025-02-11 | $147,416 | $145,032 | $2,384 | $2,384 | |
| 40. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2024-08-21 | 2025-08-06 | $4,754 | $5,481 | -$727 | -$727 | |
| 21. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2024-08-21 | 2025-08-07 | $2,519 | $2,878 | -$359 | -$359 | |
| 23. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2024-08-21 | 2025-08-08 | $2,756 | $3,152 | -$396 | -$396 | |
| 16. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2024-08-21 | 2025-08-11 | $1,895 | $2,182 | -$287 | -$287 | |
| 14. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2025-02-20 | 2025-08-11 | $1,658 | $1,795 | -$137 | -$137 | |
| 5. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2025-01-17 | 2025-08-12 | $591 | $596 | -$5 | -$5 | |
| 21. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2025-03-20 | 2025-08-12 | $2,482 | $2,603 | -$121 | -$121 | |
| 11. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2024-12-19 | 2025-08-13 | $1,312 | $1,155 | $157 | $157 | |
| 15. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2025-04-07 | 2025-08-13 | $1,789 | $1,652 | $137 | $137 | |
| 141. BRUKER CORP COM STK | 2024-08-21 | 2025-08-07 | $4,360 | $9,176 | -$4,816 | -$4,816 | |
| 152. BRUKER CORP COM STK | 2024-08-21 | 2025-08-08 | $4,628 | $9,813 | -$5,185 | -$5,185 | |
| 70. BRUKER CORP COM STK | 2024-10-23 | 2025-08-11 | $2,138 | $4,004 | -$1,866 | -$1,866 | |
| 158. BRUKER CORP COM STK | 2025-02-20 | 2025-08-11 | $4,825 | $6,897 | -$2,072 | -$2,072 | |
| 2. COSTCO WHOLESALE CORP | 2024-12-19 | 2025-06-09 | $2,013 | $1,949 | $64 | $64 | |
| 6. COSTCO WHOLESALE CORP | 2024-12-19 | 2025-06-10 | $6,013 | $5,847 | $166 | $166 | |
| 1. COSTCO WHOLESALE CORP | 2024-07-31 | 2025-06-11 | $996 | $817 | $179 | $179 | |
| 10. COSTCO WHOLESALE CORP | 2024-12-19 | 2025-06-11 | $9,956 | $9,572 | $384 | $384 | |
| 29. ASPEN TECHNOLOGY, INC. COM STK | 2024-08-21 | 2025-03-13 | $7,685 | $6,348 | $1,337 | $1,337 | |
| 25. GUIDEWIRE SOFTWARE INC COM STK | 2025-01-17 | 2025-06-04 | $6,391 | $4,766 | $1,625 | $1,625 | |
| 22. HEICO CORP CL A | 2025-03-20 | 2025-05-30 | $5,177 | $4,557 | $620 | $620 | |
| 5. KLA CORPORATION | 2024-07-31 | 2025-10-13 | $5,134 | $4,040 | $1,094 | $1,094 | |
| 5. KLA CORPORATION | 2024-07-31 | 2025-10-20 | $5,760 | $4,040 | $1,720 | $1,720 | |
| 9. KLA CORPORATION | 2025-01-17 | 2025-11-17 | $10,157 | $6,964 | $3,193 | $3,193 | |
| 5. KLA CORPORATION | 2024-07-31 | 2025-11-17 | $5,643 | $4,040 | $1,603 | $1,603 | |
| 9. KLA CORPORATION | 2025-01-17 | 2025-11-18 | $10,171 | $6,187 | $3,984 | $3,984 | |
| 3. KLA CORPORATION | 2024-03-27 | 2025-11-18 | $3,390 | $2,086 | $1,304 | $1,304 | |
| 1. NVR INC COM STK | 2024-08-21 | 2025-10-10 | $7,511 | $8,918 | -$1,407 | -$1,407 | |
| 15. ORACLE CORP | 2025-02-20 | 2025-07-10 | $3,541 | $2,678 | $863 | $863 | |
| 12. ORACLE CORP | 2024-12-19 | 2025-07-11 | $2,797 | $2,011 | $786 | $786 | |
| 14. ORACLE CORP | 2025-02-20 | 2025-07-11 | $3,263 | $2,500 | $763 | $763 | |
| 22. ORACLE CORP | 2024-12-19 | 2025-07-14 | $5,057 | $3,687 | $1,370 | $1,370 | |
| 1. ORACLE CORP | 2024-12-19 | 2025-10-09 | $299 | $168 | $131 | $131 | |
| 23. ORACLE CORP | 2024-12-19 | 2025-10-10 | $6,809 | $3,854 | $2,955 | $2,955 | |
| 41. ORACLE CORP | 2024-12-19 | 2025-11-04 | $10,113 | $6,843 | $3,270 | $3,270 | |
| 25. ORACLE CORP | 2025-01-17 | 2025-11-05 | $6,261 | $4,052 | $2,209 | $2,209 | |
| 161. PEPSICO INC | 2023-08-28 | 2025-06-11 | $20,957 | $27,954 | -$6,997 | -$6,997 | |
| .745 AKRE FOCUS FUND-INS | 2025-05-15 | 2025-10-15 | $50 | $54 | -$4 | -$4 | |
| 119. PROGRESSIVE CORP OHIO | 2024-03-27 | 2025-03-10 | $33,318 | $25,310 | $8,008 | $8,008 | |
| 9. PROGRESSIVE CORP OHIO | 2024-01-16 | 2025-03-10 | $2,520 | $1,529 | $991 | $991 | |
| 11. THERMO FISHER SCIENTIFIC INC | 2024-07-31 | 2025-11-17 | $6,259 | $6,744 | -$485 | -$485 | |
| 9. THERMO FISHER SCIENTIFIC INC | 2024-07-31 | 2025-11-18 | $5,166 | $5,518 | -$352 | -$352 | |
| 49. TORO COMPANY COMMON STOCK | 2024-08-21 | 2025-04-09 | $3,369 | $4,449 | -$1,080 | -$1,080 | |
| 39. TORO COMPANY COMMON STOCK | 2024-08-21 | 2025-04-22 | $2,596 | $3,541 | -$945 | -$945 | |
| 35. TORO COMPANY COMMON STOCK | 2024-08-21 | 2025-04-28 | $2,392 | $3,178 | -$786 | -$786 | |
| 6. TORO COMPANY COMMON STOCK | 2024-08-21 | 2025-04-29 | $411 | $545 | -$134 | -$134 | |
| 26. TORO COMPANY COMMON STOCK | 2024-12-19 | 2025-04-29 | $1,782 | $2,144 | -$362 | -$362 | |
| 8. UNITEDHEALTH GROUP INC | 2025-01-17 | 2025-05-13 | $2,520 | $4,337 | -$1,817 | -$1,817 | |
| 22. UNITEDHEALTH GROUP INC | 2022-11-03 | 2025-05-13 | $6,930 | $11,938 | -$5,008 | -$5,008 | |
| 15. UNITEDHEALTH GROUP INC | 2024-12-19 | 2025-05-15 | $4,051 | $7,701 | -$3,650 | -$3,650 | |
| 27. UNITEDHEALTH GROUP INC | 2023-02-08 | 2025-05-15 | $7,292 | $13,331 | -$6,039 | -$6,039 | |
| 6. WASTE MANAGEMENT INC | 2025-02-20 | 2025-06-26 | $1,360 | $1,364 | -$4 | -$4 | |
| 5. LINDE PLC | 2025-02-20 | 2025-06-25 | $2,305 | $2,307 | -$2 | -$2 | |
| 6. LINDE PLC | 2024-03-27 | 2025-06-25 | $2,766 | $2,795 | -$29 | -$29 | |
| 8. LINDE PLC | 2024-07-31 | 2025-06-26 | $3,716 | $3,639 | $77 | $77 | |
| 5. LINDE PLC | 2025-02-20 | 2025-06-26 | $2,323 | $2,307 | $16 | $16 | |
| 9. ALCON INC COM STK | 2024-07-31 | 2025-05-20 | $793 | $851 | -$58 | -$58 | |
| 21. ALCON INC COM STK | 2024-07-31 | 2025-05-21 | $1,859 | $1,985 | -$126 | -$126 | |
| 170. ALCON INC COM STK | 2024-07-31 | 2025-05-22 | $14,653 | $16,071 | -$1,418 | -$1,418 | |
| 84. ALCON INC COM STK | 2024-07-31 | 2025-05-27 | $7,291 | $7,941 | -$650 | -$650 | |
| 36. ALCON INC COM STK | 2025-02-20 | 2025-05-27 | $3,125 | $3,207 | -$82 | -$82 | |
| 23. GLOBANT SA COM STK | 2024-12-19 | 2025-09-09 | $1,382 | $5,025 | -$3,643 | -$3,643 | |
| 10. GLOBANT SA COM STK | 2024-08-21 | 2025-09-09 | $601 | $2,071 | -$1,470 | -$1,470 | |
| 32. GLOBANT SA COM STK | 2024-08-21 | 2025-09-10 | $1,839 | $6,627 | -$4,788 | -$4,788 | |
| 33. GLOBANT SA COM STK | 2024-08-21 | 2025-09-11 | $1,916 | $6,834 | -$4,918 | -$4,918 | |
| 10. GLOBANT SA COM STK | 2024-10-04 | 2025-09-12 | $568 | $1,950 | -$1,382 | -$1,382 | |
| 8. GLOBANT SA COM STK | 2025-03-20 | 2025-09-12 | $454 | $1,056 | -$602 | -$602 | |
| 14. GLOBANT SA COM STK | 2024-08-21 | 2025-09-12 | $795 | $2,899 | -$2,104 | -$2,104 | |
| 44. GLOBANT SA COM STK | 2025-03-20 | 2025-09-15 | $2,434 | $5,085 | -$2,651 | -$2,651 | |
| 43. GLOBANT SA COM STK | 2025-04-03 | 2025-09-16 | $2,409 | $4,472 | -$2,063 | -$2,063 | |
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117,320 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,062 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,866 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,866 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,866 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,192 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,192 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $1,678 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN TRUST CO OF DE NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124938000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MADLYN A HUNTER | ||||||
| 507 HANLEY LANE | DOWNINGTON | PA | 19355 | PRESIDENT | 0 | $0 |
| REBECCA E CAPUZZI | ||||||
| 1016 MARLIN DRIVE | WEST CHESTER | PA | 19382 | VICE PRESIDENT | 0 | $0 |
| MATTHEW T HUNTER | ||||||
| 1412 E BOOT ROAD | WEST CHESTER | PA | 19380 | VICE PRESIDENT | 0 | $0 |
| ROBERT J HUNTER | ||||||
| 507 HANLEY LN | DOWNINGTON | PA | 19355 | SECRETARY/TREASURY | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,703,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,223,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,926,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,926,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,903 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,762,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $538,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $538,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,866 | TotalTaxAmt |
| Distributable Before Adj | $534,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $534,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $534,283 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,430 | 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 | $343,430 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $534,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $261,636 | UndistributedIncomePYAmt |
| 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $343,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $261,636 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $452,489 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRIDGE OF HOPE NATIONAL | ||||||||
| PO BOX 304 | EXTON | PA | 193410304 | NONE | PC | GENERAL OPERATING | $7,500 | |
| CHESTER COUNTY FOOD BANK | ||||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | NONE | PC | GENERAL | $25,000 | |
| CHRISTIAN COUNSELING & EDUCATION | ||||||||
| 1803 E WILLOW GROVE AVE | GLENSIDE | PA | 19038 | NONE | PC | GENERAL | $5,000 | FOUNDATION |
| DINNERS FOR KIDS | ||||||||
| 84 S WYOMING AVE | EDWARDSVILLE | PA | 18704 | NONE | PC | GENERAL | $15,000 | |
| GOOD WORKS INC | ||||||||
| PO BOX 1441 | COATESVILLE | PA | 19320 | NONE | PC | GENERAL | $25,000 | |
| LIGHTHOUSE YOUTH CENTER | ||||||||
| PO BOX 38 | OXFORD | PA | 19363 | NONE | PC | GENERAL | $7,500 | |
| LORDS PANTRY OF DOWNINGTOWN | ||||||||
| 141 EAST LANCASTER AVENUE | DOWNINGTOWN | PA | 19335 | NONE | PC | GENERAL | $25,000 | |
| MEALS ON WHEELS OF CHESTER COUNTY | ||||||||
| 404 WILLOWBROOK LANE | WEST CHESTER | PA | 19382 | NONE | PC | GENERAL | $25,000 | |
| OCTORARA AREA FOOD CUPBOARD | ||||||||
| 714 MAIN STREET | PARKESBURG | PA | 19365 | NONE | PC | GENERAL | $10,000 | |
| PARKESBURG POINT YOUTH CENTER | ||||||||
| 700 MAIN STREET | PARKESBURG | PA | 19365 | NONE | PC | GENERAL | $25,000 | |
| PENNSYLVANIA ADULT & TEEN CHALLENGE | ||||||||
| 33 TEEN CHALLENGE ROAD | REHRERSBURG | PA | 19550 | NONE | PC | GENERAL | $5,000 | |
| PHILABUNDANCE | ||||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PC | GENERAL | $25,000 | |
| SAFE HARBOUR OF CHESTER COUNTY | ||||||||
| 20 NORTH MATLACK ST | WEST CHESTER | PA | 19380 | NONE | PC | GENERAL | $20,000 | |
| SHAR'S HANDS | ||||||||
| 935 EAST LANCASTER AVE | DOWNINGTOWN | PA | 19335 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SIM USA | ||||||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | NONE | PC | GENERAL OPERATING | $15,000 | |
| THE OCEAN CITY TABERNACLE | ||||||||
| 550 WESLEY AVENUE | OCEAN CITY | NJ | 08226 | NONE | PC | GENERAL | $25,000 | ASSOCIATION |
| THE PEOPLE'S PANTRY | ||||||||
| 384 EAST LANCASTER AVE | MALVERN | PA | 19355 | NONE | PC | GENERAL | $10,000 | |
| WEST CHESTER FOOD CUPBOARD | ||||||||
| 431 SOUTH BOLMAR ST | WEST CHESTER | PA | 19382 | NONE | PC | GENERAL | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $229,495 | 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 | $74,062 | 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 | $303,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,557 | 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 | MR AND MRS ROBERT HUNTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 507 HANLEY LANE | AddressLine1Txt |
| City | DOWNINGTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,600,000 | 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 | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKRE FOCUS FUND-SUPRA INST | $1,468,184 | $1,579,970 |
| AMAZON.COM INC | $96,916 | $132,491 |
| BOOKING HOLDINGS INC COM STK | $63,073 | $91,041 |
| NIKE INC CL B | $81,640 | $63,264 |
| COSTCO WHOLESALE CORP | $30,380 | $43,979 |
| BERKSHIRE HATHAWAY INC-CL B | $58,945 | $85,451 |
| ARTHUR J GALLAGHER & CO | $64,905 | $67,803 |
| PROGRESSIVE CORP OHIO | $30,129 | $43,039 |
| S&P GLOBAL INC COM STK | $59,691 | $72,640 |
| ABBOTT LABORATORIES | $36,455 | $41,847 |
| THERMO FISHER SCIENTIFIC INC | $56,343 | $62,001 |
| ZOETIS INC COM STK | $66,137 | $56,493 |
| ALCON INC COM STK | $52,794 | $52,251 |
| WASTE MANAGEMENT INC | $80,620 | $99,748 |
| KLA CORPORATION | $58,984 | $138,519 |
| MASTERCARD INCORPORATED | $125,866 | $154,138 |
| LINDE PLC COM STK | $95,870 | $105,318 |
| ALPHABET INC CL C | $104,306 | $241,940 |
| MCDONALDS CORP | $25,930 | $28,729 |
| PROCTER & GAMBLE CO | $30,379 | $30,525 |
| BLACKROCK INC COM | $31,893 | $49,236 |
| JOHNSON & JOHNSON | $26,918 | $34,561 |
| UNITEDHEALTH GROUP INC | ||
| ADOBE INC | $54,544 | $50,399 |
| APPLE COMPUTER INC | $65,793 | $103,851 |
| MICROSOFT CORP | $142,508 | $191,514 |
| ORACLE CORP | $54,746 | $102,523 |
| TEXAS INSTRUMENTS INC | $44,456 | $46,669 |
| PEPSICO INC | ||
| APPLIED MATERIALS INC | $54,115 | $87,891 |
| AUTOMATIC DATA PROCESSING INC | $54,114 | $53,761 |
| ECOLAB INC | $19,702 | $28,352 |
| OTIS WORLDWIDE CORPORATION COM | $52,094 | $48,217 |
| CADENCE DESIGN SYS INC | $55,702 | $60,953 |
| ADVANCED DRAINAGE SYSTEM INC C | $32,510 | $34,614 |
| APTARGROUP INC COM | $30,307 | $25,124 |
| ARISTA NETWORKS INC COM SHS | $24,553 | $36,688 |
| BRIGHT HORIZONS FAMILY SOLUT C | ||
| BROWN & BROWN INC | $36,533 | $28,054 |
| BRUKER CORP COM STK | ||
| CBRE GROUP INC CL A | $34,318 | $46,629 |
| DARLING INGREDIENTS INC COM | $26,594 | $27,108 |
| ASPEN TECHNOLOGY, INC. COM STK | ||
| ENTEGRIS INC COM STK | $37,903 | $30,583 |
| GFL ENVIRONMENTAL COM STK | $39,364 | $38,827 |
| GXO LOGISTICS INCORPORATED COM | $31,247 | $36,111 |
| GUIDEWIRE SOFTWARE INC COM STK | $35,128 | $44,222 |
| HEICO CORP CL A | $22,262 | $29,029 |
| LPL FINANCIAL HOLDINGS INC COM | $23,172 | $32,860 |
| MISTER CAR WASH INC COM | $7,592 | $6,405 |
| NVR INC COM STK | ||
| SHIFT4 PAYMENTS INC CL A | $38,516 | $29,911 |
| TAKE-TWO INTERACTIVE SOFTWARE | $28,498 | $41,477 |
| TORO CO COM STK | ||
| VULCAN MATERIALS CO | $24,898 | $28,807 |
| WATSCO INC COM STK | $51,489 | $39,086 |
| WEST PHARMACEUTICAL SVCS INC | $28,987 | $32,467 |
| WILLSCOT MOBILE MINI HOLDINGS | $24,636 | $15,290 |
| WYNDHAM HOTELS & RESORTS INC C | $32,904 | $30,451 |
| ZEBRA TECHNOLOGIES CORP COM | $24,933 | $18,697 |
| ICON PLC COM STK | $37,745 | $30,249 |
| GLOBANT SA COM STK | ||
| COCA-COLA CO | $21,010 | $20,554 |
| WALMART INC | $54,493 | $61,944 |
| ELI LILLY & CO | $38,958 | $53,734 |
| NOVO NORDISK SPONS ADR | $12,233 | $7,785 |
| ANALOG DEVICES INC | $11,322 | $17,357 |
| NVIDIA CORP | $29,687 | $54,272 |
| SERVICENOW INC | $61,217 | $53,004 |
| VISA INC CL A | $9,491 | $10,171 |
| BJ'S WHOLESALE CLUB HOLDINGS | $25,628 | $24,128 |
| ITT INC | $25,157 | $25,853 |
| KEYSIGHT TECHNOLOGIES INC | $19,047 | $26,618 |
| TRADEWEB MARKETS INC CL A | $16,639 | $16,346 |
| UL SOLUTIONS INC CLASS A | $17,388 | $27,286 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBH LIMITED DURATION FUND CL I | AT COST | $177,556 | $182,832 |
| CLARKSTON FOUNDERS FUND - | AT COST | $915,000 | $991,741 |
| BBH PARTNER FUND - INTERNATION | AT COST | $1,364,188 | $1,754,612 |
| GQG PART EMERG MKTS EQ-INST | AT COST | $514,318 | $573,168 |
| BBH INCOME FUND | AT COST | $1,867,027 | $1,890,045 |
| GQG PART QLTY EQTY | AT COST | $609,921 | $652,978 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $63,143 | Amt |
| Net Investment Income | $20,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,930 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,785 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,192 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4,700 | $4,700 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $476 | $476 | $0 |
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