NORTH STAR CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORTH STAR CHARITABLE FOUNDATION (EIN 46-5425456)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202403099349101010
- Schema version
- 2023v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T13:01:18-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465425456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTH STAR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | 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 | PHILIP M WHITE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2024-11-04 | 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 | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,865,795 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,995,448 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $546,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $546,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,567,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,650,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,567,941 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $14,109,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,114,297 | 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 | $4,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,020 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,989 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,020 | TaxesRevAndExpnssAmt |
| 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 | $730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $730 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,605,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,605,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,619,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,609,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,489,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,107,578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,235,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,157,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,157,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,239,266 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $769,637 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,618,637 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,708,107 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,244,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,776,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,865,795 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,244,557 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,776,325 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,244,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,776,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,244,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,776,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,244,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,489,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,734,543 | SubtotalAmt |
| Other Decreases | $1,958,218 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,776,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 6700. ALPHABET INC CL C | 2012-12-04 | 2023-01-23 | $667,947 | $188,242 | $479,705 | $479,705 |
| 1239. ALPHABET INC CL C | 2012-01-23 | 2023-11-10 | $164,259 | $17,888 | $146,371 | $146,371 |
| 1249. BERKSHIRE HATHAWAY INC-CL B | 2012-12-04 | 2023-01-23 | $385,530 | $111,802 | $273,728 | $273,728 |
| 424. BERKSHIRE HATHAWAY INC-CL B | 2011-03-16 | 2023-11-10 | $148,553 | $33,323 | $115,230 | $115,230 |
| 653. BERKSHIRE HATHAWAY INC-CL B | 2011-03-16 | 2023-11-16 | $234,157 | $52,506 | $181,651 | $181,651 |
| 4. BOOKING HOLDINGS INC COM STK | 2022-10-07 | 2023-11-10 | $12,158 | $6,734 | $5,424 | $5,424 |
| 18. BOOKING HOLDINGS INC COM STK | 2020-03-23 | 2023-11-16 | $56,407 | $21,006 | $35,401 | $35,401 |
| 300. CELANESE CORP COM STK | 2012-12-04 | 2023-01-23 | $36,413 | $12,399 | $24,014 | $24,014 |
| 4234. COPART INC COM STK | 2018-10-10 | 2023-01-23 | $271,987 | $101,834 | $170,153 | $170,153 |
| 1690. COPART INC COM STK | 2018-12-04 | 2023-11-10 | $81,449 | $20,192 | $61,257 | $61,257 |
| 150. COSTCO WHOLESALE CORP | 2019-01-02 | 2023-11-10 | $85,936 | $30,622 | $55,314 | $55,314 |
| 230. COSTCO WHOLESALE CORP | 2019-01-02 | 2023-11-16 | $133,769 | $52,920 | $80,849 | $80,849 |
| 266. DIAGEO PLC- SPONSORED ADR | 2011-03-16 | 2023-11-10 | $37,129 | $19,252 | $17,877 | $17,877 |
| 1607. DOLLAR GENERAL CORP COM STK | 2018-07-20 | 2023-01-23 | $369,420 | $160,697 | $208,723 | $208,723 |
| 575. ARTHUR J GALLAGHER & CO | 2019-07-11 | 2023-11-10 | $141,776 | $51,850 | $89,926 | $89,926 |
| 769. ARTHUR J GALLAGHER & CO | 2019-07-11 | 2023-11-16 | $186,672 | $60,817 | $125,855 | $125,855 |
| 824. KLA CORPORATION | 2018-10-05 | 2023-01-23 | $342,494 | $80,575 | $261,919 | $261,919 |
| 125. KLA CORPORATION | 2018-10-10 | 2023-11-10 | $65,481 | $11,757 | $53,724 | $53,724 |
| 206. KLA CORPORATION | 2018-10-05 | 2023-11-16 | $112,881 | $19,773 | $93,108 | $93,108 |
| 535. NESTLE S A SPONS ADR | 2011-03-16 | 2023-11-10 | $58,753 | $28,853 | $29,900 | $29,900 |
| 580. NESTLE S A SPONS ADR | 2011-03-16 | 2023-11-16 | $64,461 | $31,349 | $33,112 | $33,112 |
| 752. ORACLE CORP | 2014-10-15 | 2023-11-10 | $84,247 | $27,747 | $56,500 | $56,500 |
| 1168. ORACLE CORP | 2014-10-10 | 2023-11-16 | $134,020 | $43,645 | $90,375 | $90,375 |
| 700. PROGRESSIVE CORP OHIO | 2020-05-13 | 2023-11-10 | $112,528 | $51,471 | $61,057 | $61,057 |
| 1076. PROGRESSIVE CORP OHIO | 2020-05-13 | 2023-11-16 | $171,226 | $79,777 | $91,449 | $91,449 |
| 2874. WASTE MANAGEMENT INC | 2012-12-04 | 2023-01-23 | $434,408 | $166,183 | $268,225 | $268,225 |
| 492. WASTE MANAGEMENT INC | 2011-03-16 | 2023-11-10 | $83,805 | $17,781 | $66,024 | $66,024 |
| 476. WASTE MANAGEMENT INC | 2011-03-16 | 2023-11-16 | $81,451 | $17,275 | $64,176 | $64,176 |
| 3682. ZOETIS INC COM STK | 2014-01-31 | 2023-01-23 | $606,622 | $155,247 | $451,375 | $451,375 |
| 477. ZOETIS INC COM STK | 2014-04-10 | 2023-11-10 | $80,091 | $20,143 | $59,948 | $59,948 |
| 671. ZOETIS INC COM STK | 2014-03-24 | 2023-11-16 | $117,926 | $26,233 | $91,693 | $91,693 |
| 2261. LINDE PLC COM STK | 2012-12-04 | 2023-01-23 | $734,070 | $262,287 | $471,783 | $471,783 |
| 314. LINDE PLC | 2012-08-01 | 2023-11-10 | $124,661 | $32,573 | $92,088 | $92,088 |
| 479. LINDE PLC | 2012-08-01 | 2023-11-16 | $193,739 | $51,818 | $141,921 | $141,921 |
| 230. ALCON INC COM STK | 2011-02-18 | 2023-11-10 | $16,536 | $7,667 | $8,869 | $8,869 |
| 250. ALCON INC COM STK | 2011-02-18 | 2023-11-16 | $17,590 | $8,373 | $9,217 | $9,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,567,941 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,995 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,995 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,372 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $103,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $106,572 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,577 | OverpaymentAmt |
| Applied To ES Tax | $35,577 | 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 | DE | 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 & 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VALERIE A MARS | ||||||
| C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | CHAIRMAN | 1 | $0 |
| PHILIP M WHITE | ||||||
| C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | CHAIRMAN | 1 | $0 |
| CHRISTOPHER M WHITE | ||||||
| C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | VICE-CHAIRMAN | 1 | $0 |
| JUSTIN F WHITE | ||||||
| C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | VICE-CHAIRMAN | 1 | $0 |
| KELLY J CHAPMAN | ||||||
| C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | VICE-CHAIRMAN | 1 | $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 |
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 | $4,633,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,684,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,317,840 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,317,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,768 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,133,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $606,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,995 | TotalTaxAmt |
| Distributable Before Adj | $535,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $535,659 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $535,659 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,609,020 | 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 | $4,609,020 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,222,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,992,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,425,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,522,830 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,154,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,317,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,609,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $535,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,073,361 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,390,789 | 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 | $2,222,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,168,189 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,992,240 | ExcessFromYear4Amt |
| Excess From Year3 | $3,425,550 | ExcessFromYear3Amt |
| Excess From Year2 | $5,522,830 | ExcessFromYear2Amt |
| Excess From Year1 | $11,154,208 | ExcessFromYear1Amt |
| Excess From Current Year | $4,073,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 |
|---|---|---|---|---|---|---|---|---|
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE STE 600 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| GREENWAY MIDDLE SCHOOL | ||||||||
| 3002 E NISBET RD | PHOENIX | AZ | 85022 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| COLLEGE OF WILLIAM & MARY FOUNDATION | ||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 231878795 | NONE | PC | GENERAL PURPOSES | $100,000 | |
| COLORADO ROCKY MOUNTAIN SCHOOL | ||||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| SCHOLARCHIPS INC | ||||||||
| PO BOX 56404 | WASHINGTON | DC | 20040 | NONE | PC | GENERAL PURPOSE | $75,000 | |
| AMIGOS OF COSTA RICA INC | ||||||||
| PO BOX 748 | WEST CHESTER | PA | 19381 | NONE | PC | GENERAL PURPOSES | $70,000 | |
| PEACEJAM FOUNDATION | ||||||||
| 11200 RALSTON RD | ARVADA | CO | 80004 | NONE | PC | GENERAL | $20,000 | |
| GENERATION HOPE | ||||||||
| 415 MICHIGAN AVE NE SUITE 430 | WASHINGTON | DC | 20017 | NONE | PC | GENERAL | $50,000 | |
| MALALA FUND | ||||||||
| 2000 14TH STREET NW SUITE 104 737 | WASHINGTON | DC | 20056 | NONE | PC | GENERAL | $400,000 | |
| PITT HOPKINS RESEARCH FOUNDATION | ||||||||
| PO BOX 6257 | PLYMOUNT | MA | 02362 | NONE | PC | GENERAL | $10,000 | |
| BOMB TECHS WITHOUT BORDERS | ||||||||
| 95 THIRD ST 2ND FL | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL OPERATING | $50,000 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL | $50,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL | $450,000 | |
| PLYMOUTH HOUSING GROUP | ||||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | NONE | PC | GENERAL | $50,000 | |
| MONTGOMERY COLLEGE FOUNDATION | ||||||||
| 9221 CORPORATE BLVD | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL | $50,000 | |
| RESOURCE AREA FOR TEACHING | ||||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | NONE | PC | GENERAL | $15,000 | |
| THE BAIL PROJECT | ||||||||
| PO BOX 750 | VENICE | CA | 90294 | NONE | PC | GENERAL | $100,000 | |
| THE UNIVERSITY OF NC AT CHAPEL HILL | ||||||||
| THE UNIVERSITY OF NC AT CHAPEL HILL | CHAPEL HILL | NC | 27599 | NONE | PC | GENERAL | $50,000 | |
| BARD COLLEGE | ||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | GENERAL | $150,000 | |
| CENTER FOR HUMAN SERVICES NW | ||||||||
| 17018 15TH AVE NE | SHORELINE | WA | 98155 | NONE | PC | GENERAL OPERATING | $50,000 | |
| EMMA WILLARD SCHOOL | ||||||||
| 285 PAWLING AVENUE | TROY | NY | 12180 | NONE | PC | GENERAL PURPOSES | $1,000,000 | |
| FAMILY LAW CASA OF KING COUNTY | ||||||||
| 16300 CHRISTENSEN RD STE 306 | TUKWILA | WA | 98188 | NONE | PC | GENERAL OPERATING | $200,000 | |
| INTERFAITH WORKS OF CENTRAL NEW YORK INC | ||||||||
| 114 WEST MONTGOMERY AVE | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL SUPPORT | $80,000 | |
| THE NEW JERSEY INSTITUTE FOR SOCIAL | ||||||||
| 60 PARK PLACE | NEWARK | NJ | 071025504 | NONE | PC | GENERAL OPERATING | $150,000 | JUSTICE INC |
| SOLID GROUND WASHINGTON | ||||||||
| 1501 N 45TH ST | SEATTLE | WA | 981036708 | NONE | PC | GENERAL OPERATING | $25,000 | |
| PEDIGREE FOUNDATION | ||||||||
| 2013 OVATION PARKWAY | FRANKLIN | TN | 37067 | NONE | PC | GENERAL OPERATING | $25,000 | |
| BUILDING BRIDGES ACROSS THE RIVER INC | ||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 200206118 | NONE | PC | GENERAL OPERATING | $100,000 | |
| AMERICAN UNIVERSITY WAMU | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| FOOD BANK OF CENTRAL & EASTERN NC | ||||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | NONE | PC | GENERAL | $50,000 | |
| THE COLORADO COLLEGE | ||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| WILD MONTANA ACTION FUND | ||||||||
| PO BOX 6371 | HELENA | MT | 59604 | NONE | PC | GENERAL OPERATING | $100,000 | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 SECOND AVE | SEATTLE | WA | 98104 | NONE | PC | GENERAL OPERATING | $100,000 | |
| SEATTLE ART MUSEUM | ||||||||
| 1300 FIRST AVENUE | SEATTLE | WA | 981012003 | NONE | PC | GENERAL OPERATING | $100,000 | |
| NORTHWEST HARVEST EMM | ||||||||
| PO BOX 12272 | DSEATLE | WA | 98102 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| SEATTLE AQUARIUM SOCIETY | ||||||||
| 1483 ALASKAN WAY | SEATTLE | WA | 981012015 | NONE | PC | GENERAL OPERATING | $250,000 | |
| SEATTLE SYMPHONY FOUNDATION | ||||||||
| PO BOX 21906 | SEATTLE | WA | 981113906 | NONE | PC | GENERAL OPERATING | $20,000 | |
| TREEHOUSE | ||||||||
| 2100 24TH AVE SOUTH 200 | SEATTLE | WA | 98144 | NONE | PC | GENERAL OPERATING | $100,000 | |
| WILDERNESS INQUIRY | ||||||||
| 1611 COUNTRY ROAD B WEST SUITE 315 | SAINT PAUL | MN | 55113 | NONE | PC | GENERAL PURPOSES | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,605,000 | 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 | $546,356 | 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 | $4,567,941 | 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 | $5,114,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,114,297 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JUSTIN F WHITE | |||||||
| 1 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $1,446,303 | Yes (X) | |
| CHRISTOPHER M WHITE | |||||||
| 2 | C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | $1,475,584 | Yes (X) | |
| VALERIE MARS TRUST | |||||||
| 3 | C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | $3,272,000 | Yes (X) | |
| CHRISTOPHER M WHITE | |||||||
| 4 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $430,717 | Yes (X) | Yes (X) |
| CHRISTOPHER M WHITE | |||||||
| 5 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $347,096 | Yes (X) | Yes (X) |
| CHRISTOPHER M WHITE | |||||||
| 6 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $295,835 | Yes (X) | Yes (X) |
| CHRISTOPHER M WHITE | |||||||
| 7 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $221,596 | Yes (X) | Yes (X) |
| JUSTIN F WHITE | |||||||
| 8 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $596,123 | Yes (X) | Yes (X) |
| JUSTIN F WHITE | |||||||
| 9 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $500,266 | Yes (X) | Yes (X) |
| JUSTIN F WHITE | |||||||
| 10 | C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 | $409,928 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | 424 SHARES BERKSHIRE HATHAWAY INC CL B $146,831.20 1,690 SHARES COPART INC $78,787.80 575 SHARES ART | $430,717 | 2023-11-09 |
| 5 | 535 SHARES NESTLE S A SPONS ADR $58,745.68 700 SHARES PROGRESSIVE CORP OHIO $111,027.00 1,239 SHARES | $347,096 | 2023-11-09 |
| 6 | 150 SHARES COSTCO WHOLESALE CORP $85,107.00 266 SHARES DIAGEO PLC SPONSORED ADR $42,482.86 752 SHARE | $295,835 | 2023-11-09 |
| 7 | 477 SHARES ZOETIS INC $81,504.99 314 SHARES LINDE PLC $123,169.64 230 ALCON INC $16,921.10 | $221,596 | 2023-11-09 |
| 8 | 653 SHARES BERKSHIRE HATHAWAY INC CL B $231,325.25 769 SHARES ARTHUR J GALLAGHER & CO $187,743.66 20 | $596,123 | 2023-11-15 |
| 9 | 1,076 SHARES PROGRESSIVE CORP OHIO $171,654.28 18 SHARES BOOKING HOLDINGS INC $57,123.00 230 SHARES | $500,266 | 2023-11-15 |
| 10 | 476 SHARES WASTE MANAGEMENT INC $81,938.64 671 SHARES ZOETIS INC $115,848.15 479 SHARES LINDE PLC $1 | $409,928 | 2023-11-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $4,020 | Amt |
| Disbursements Charitable Prps | $4,020 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BBH LIMITED DURATION FD CL I | BondNm |
| EOY Book Value | $4,618,637 | EOYBookValueAmt |
| EOYFMV | $4,708,107 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm |
|---|
| DOLLAR GENERAL CORP COM STK |
| BERKSHIRE HATHAWAY INC-CL B |
| ZOETIS INC COM STK |
| COPART INC COM STK |
| WASTE MANAGEMENT INC |
| KLA CORPORATION |
| CELANESE CORP COM STK |
| LINDE PLC COM STK |
| ALPHABET INC |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR CONTRIBTED ASSETS TO COST | $1,958,216 |
| ROUNDING ADJUSTMENT | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $730 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $5,989 | Amt |
| Net Investment Income | $5,989 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JUSTIN F WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
| CHRISTOPHER M WHITE | |||
| C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 |
| VALERIE MARS TRUST | |||
| C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 |
| CHRISTOPHER M WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
| CHRISTOPHER M WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
| CHRISTOPHER M WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
| CHRISTOPHER M WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
| JUSTIN F WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
| JUSTIN F WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
| JUSTIN F WHITE | |||
| C/O BBH CO 140 BROADWAY PB-TAX | NEW YORK | NY | 10005 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,100 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,920 | $0 | $0 |