WOODWARD FAMILY CHARITABLE FOUNDAITON: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD FAMILY CHARITABLE FOUNDAITON (EIN 36-7015446)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202303049349101000
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T10:00:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367015446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2124938000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BBH TR CO 140 BROADWAY 4TH FLO | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100051101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANETTE BUNN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2023-10-31 | 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 | 2023-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,357,254 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $137,295 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $79,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $557,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,768 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $417,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,877 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $42,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,857 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,661 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,931 | 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 | $207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $284,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $284,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $263,882 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $365,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $329,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $329,588 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,478,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,706,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,177,142 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,021,324 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $906,041 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $850,524 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,865,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,942,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,357,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,865,360 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,942,219 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,865,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,942,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,865,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,942,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,865,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,942,219 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,942,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6. ALPHABET INC CL C | 2012-01-23 | 2022-01-06 | $16,526 | $1,747 | $14,779 | $14,779 | |
| 122. AMAZON.COM INC | 2020-08-06 | 2022-09-15 | $15,494 | $19,805 | -$4,311 | -$4,311 | |
| 10030.09 BBH LIMITED DURATION FUND CL I | 2021-01-08 | 2022-07-05 | $100,000 | $103,611 | -$3,611 | -$3,611 | |
| 1130. BBH LIMITED DURATION FUND CL I | 2021-01-08 | 2022-07-22 | $11,300 | $11,673 | -$373 | -$373 | |
| 408. BAXTER INTL INC | 2020-03-12 | 2022-03-29 | $32,331 | $30,473 | $1,858 | $1,858 | |
| 54. BERKSHIRE HATHAWAY INC-CL B | 2009-06-19 | 2022-03-22 | $18,954 | $3,035 | $15,919 | $15,919 | |
| 75. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2018-12-21 | 2022-01-06 | $5,207 | $3,481 | $1,726 | $1,726 | |
| 97. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2018-12-21 | 2022-01-07 | $6,631 | $4,454 | $2,177 | $2,177 | |
| 140. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2018-12-24 | 2022-01-10 | $9,267 | $6,394 | $2,873 | $2,873 | |
| 188. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2018-12-20 | 2022-01-11 | $12,534 | $8,566 | $3,968 | $3,968 | |
| 29. COLGATE PALMOLIVE CO | 2021-08-11 | 2022-02-24 | $2,192 | $2,293 | -$101 | -$101 | |
| 415. COLGATE PALMOLIVE CO | 2019-01-24 | 2022-02-24 | $31,363 | $26,146 | $5,217 | $5,217 | |
| 49. COPART INC COM STK | 2018-10-04 | 2022-08-04 | $6,382 | $2,550 | $3,832 | $3,832 | |
| 18. COPART INC COM STK | 2018-10-04 | 2022-08-08 | $2,326 | $937 | $1,389 | $1,389 | |
| 32. COPART INC COM STK | 2018-10-04 | 2022-08-10 | $4,121 | $1,650 | $2,471 | $2,471 | |
| 18. COPART INC COM STK | 2018-10-09 | 2022-08-11 | $2,329 | $924 | $1,405 | $1,405 | |
| 21. COPART INC COM STK | 2018-10-09 | 2022-08-29 | $2,547 | $1,078 | $1,469 | $1,469 | |
| 6. COPART INC COM STK | 2018-10-09 | 2022-08-30 | $722 | $308 | $414 | $414 | |
| 15. COPART INC COM STK | 2018-10-09 | 2022-08-31 | $1,794 | $762 | $1,032 | $1,032 | |
| 19. COSTCO WHOLESALE CORP | 2019-10-02 | 2022-04-04 | $10,907 | $5,722 | $5,185 | $5,185 | |
| 2. COSTCO WHOLESALE CORP | 2020-02-28 | 2022-08-15 | $1,090 | $566 | $524 | $524 | |
| 58. ARTHUR J GALLAGHER & CO | 2019-07-19 | 2022-05-10 | $9,211 | $5,331 | $3,880 | $3,880 | |
| 30. ARTHUR J GALLAGHER & CO | 2019-07-19 | 2022-06-29 | $4,902 | $2,758 | $2,144 | $2,144 | |
| 59. ARTHUR J GALLAGHER & CO | 2019-07-19 | 2022-08-15 | $11,202 | $5,417 | $5,785 | $5,785 | |
| 11. POOL CORP COM STK | 2022-03-02 | 2022-10-19 | $3,262 | $5,248 | -$1,986 | -$1,986 | |
| 23. POOL CORP COM STK | 2022-03-01 | 2022-10-24 | $6,699 | $10,838 | -$4,139 | -$4,139 | |
| 42. POOL CORP COM STK | 2022-02-28 | 2022-10-25 | $12,510 | $17,927 | -$5,417 | -$5,417 | |
| 14. PROGRESSIVE CORP OHIO | 2021-11-24 | 2022-03-24 | $1,595 | $1,337 | $258 | $258 | |
| 39. PROGRESSIVE CORP OHIO | 2020-05-26 | 2022-03-24 | $4,443 | $2,926 | $1,517 | $1,517 | |
| 13. PROGRESSIVE CORP OHIO | 2020-05-26 | 2022-06-29 | $1,483 | $964 | $519 | $519 | |
| 38. SHERWIN WILLIAMS CO | 2021-01-14 | 2022-06-17 | $8,493 | $9,147 | -$654 | -$654 | |
| 31. SHERWIN WILLIAMS CO | 2021-01-14 | 2022-07-07 | $7,441 | $7,444 | -$3 | -$3 | |
| 9. SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-21 | $1,972 | $2,149 | -$177 | -$177 | |
| 8. SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-22 | $1,670 | $1,910 | -$240 | -$240 | |
| 36. SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-23 | $7,562 | $8,356 | -$794 | -$794 | |
| 7. STARBUCKS CORP | 2021-11-17 | 2022-05-10 | $505 | $789 | -$284 | -$284 | |
| 335. STARBUCKS CORP | 2020-10-23 | 2022-05-10 | $24,184 | $30,443 | -$6,259 | -$6,259 | |
| 69. ZOETIS INC COM STK | 2014-03-24 | 2022-03-24 | $13,085 | $2,016 | $11,069 | $11,069 | |
| 33. LINDE PLC COM STK | 2018-10-31 | 2022-05-10 | $9,900 | $5,394 | $4,506 | $4,506 | |
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,201 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,822 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,622 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $954 | OverpaymentAmt |
| Applied To ES Tax | $954 | 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 | OH | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN TR CO 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 | 140 BROADWAY 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEANETTE BUNN | ||||||
| 3805 EDWARDS RD | CINCINNATI | OH | 45209 | TRUSTEE | 1 | $0 |
| ANTHONY WOODWARD | ||||||
| 3805 EDWARDS RD | CINCINNATI | OH | 45209 | TRUSTEE | 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 |
| 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 | $5,486,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,723,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,723,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,637,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,668 | TotalTaxAmt |
| Distributable Before Adj | $278,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,203 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,203 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,942 | 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 | $313,942 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $284,562 | 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 | $313,942 | QualifyingDistributionsAmt |
| Applied To Year1 | $284,562 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,380 | 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 | $248,823 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 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 |
|---|---|---|---|---|---|---|---|---|
| ENSEMBLE THEATER OF CINCINNATI | ||||||||
| 1127 VINE STREET | CINCINNATI | OH | 45202 | NONE | CHARITY | CHARITABLE | $1,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||
| 101 MAIN ST | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL | $1,000 | |
| FOOD PROJECT | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $750 | |
| LONGHOUSE RESERVE | ||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11930 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| NORTH CHICAGO COMM PARTNER | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| LADD INC | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 WEST VAN BUREN STREET SUIT | CHICAGO | IL | 60612 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| JUPITER MEDICAL CENTER FDN | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| THE EVERGLADES FOUNDATION INC | ||||||||
| 18001 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ST GEORGE'S SCHOOL | ||||||||
| PO BOX 1910 | NEWPORT | RI | 028400190 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| CENTER FOR ADDICTION TREATMENT | ||||||||
| 830 EZZARD CHARLES DRIVE | CINCINNATI | OH | 45214 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| FOOD FOR FREE COMMITTEES INC | ||||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL PURPOSE | $750 | |
| HOBE SOUND NATURE CENTER | ||||||||
| PO BOX 214 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL PURPOSE | $500 | |
| GARDEN CLUB OF EAST HAMPTON INC | ||||||||
| PO BOX 879 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL | $500 | |
| THE CONVERSATION US | ||||||||
| 303 WYMAN ST SUITE 300 | WALTHAM | MA | 02451 | NONE | PC | GENERAL | $1,000 | |
| HOBE SOUND COMMUNITY CHEST | ||||||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL | $11,000 | |
| ORANGUTAN OUTREACH | ||||||||
| PO BOX 833 | HUDSON | NY | 12534 | NONE | PC | GENERAL | $1,000 | |
| 1000 FRIENDS OF FLORIDA | ||||||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | NONE | PC | GENERAL | $1,000 | |
| UNCOMMON ORG INC | ||||||||
| PO BOX 2281 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL | $1,000 | |
| MADI'S HOUSE | ||||||||
| 5081 GLENCROSSING WAY | CINCINNATI | OH | 45328 | NONE | PC | GENERAL | $2,281 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL | $5,000 | |
| GUARDIANS OF MARTIN COUNTY | ||||||||
| PO BOX 1489 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL | $3,000 | |
| HOBE SOUND EARLY LEARNING CENTER | ||||||||
| 11580 SE GOMEZ AVE | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL | $1,000 | |
| NIAMUCK LAND TRUST | ||||||||
| 26 HILL ST 276 | SOUTHHAMPTON | NY | 11968 | NONE | PC | GENERAL | $5,000 | |
| WBEZ CHICAGO PUBLIC MEDIA INC | ||||||||
| 848 EAST GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL | $1,000 | |
| EMXC YOUTH | ||||||||
| 20 EMERSON RD | WELLESLEY | MA | 02481 | NONE | PC | GENERAL | $500 | |
| HEALTH STORY COLLABORATIVE | ||||||||
| 100 COOLDIGE HILL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $250 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| PO BOX 270032 | ROCHESTER | NY | 14627 | NONE | PC | GENERAL | $6,000 | CHRISTINE M BURNS CARES CENTER |
| DAVID SHELDRICK WILDFIRE TRUST | ||||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | NONE | PC | GENERAL | $1,000 | |
| ALLIANCE FOR THE GREAT LAKES | ||||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL | $500 | |
| CRADLES TO CRAYONS CHICAGO | ||||||||
| PO BOX 10693 | CHICAGO | IL | 60674 | NONE | PC | GENERAL | $500 | |
| LINCOLN PARK CONSERVANCY | ||||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $500 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $500 | |
| OPENLANDS | ||||||||
| 25 E WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL | $500 | |
| SAFE HORIZON | ||||||||
| 2 LAFAYETTE STREET | NEW YORK | NY | 10007 | NONE | PC | GENERAL | $500 | |
| SCAN-HARBOR | ||||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | GENERAL | $500 | |
| PLANNED PARENTHOOD OF IL | ||||||||
| 17 N STATE STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL | $500 | |
| CHICAGO POLICE FOOTBALL TEAM | ||||||||
| 8467 W WINDSOR AVE | CHICAGO | IL | 60656 | NONE | PC | GENERAL | $1,000 | |
| AMBER WAVES FARM | ||||||||
| 367 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL | $2,250 | |
| RUNAWAY FOR RECOVERY | ||||||||
| 14 INN STREET | NEWBURY | MA | 01950 | NONE | PC | GENERAL | $1,000 | |
| ST ANDREWS SCHOOL OF | ||||||||
| 350 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | NONE | PC | GENERAL | $6,150 | DELAWARE INC |
| BOWDOIN | ||||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL SUPPORT | $500 | |
| INDIAN HILL HISTORICAL SOCIETY | ||||||||
| 8100 GIVEN ROAD | INDIAN HILL | OH | 45243 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| INDIAN HILL CHURCH | ||||||||
| 6000 DRAKE ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 389 | ANDOVER | NH | 03216 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CARROLL SCHOOL CORP | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $1,250 | |
| PACKER COLLEGIATE INSTITUTE | ||||||||
| 170 JORALEMON STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $100 | |
| LADIES VILLAGE OF IMPROVEMENT | ||||||||
| 95 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $1,000 | SOCIETY OF EAST HAMPTON NY |
| PECONIC LAND TRUST | ||||||||
| PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL SUPPORT | $13,000 | |
| AMAGANSETT FREE LIBRARY | ||||||||
| 215 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| AMAGANSETT VILLAGE IMPROVEMENT | ||||||||
| PO BOX 611 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $1,000 | SOCIETY |
| CONVENT OF THE SACRED HEART | ||||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $250 | |
| NATIONAL RESOUCES DEFENSE | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL | $5,500 | COUNCIL |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET SUITE 1200 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GROUP FOR THE EAST END | ||||||||
| PO BOX 1792 | SOUTHOLD | NY | 11971 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| US SQUASH | ||||||||
| 555 EIGHTH AVENUE SUITE 1102 | NEW YORK | NY | 100184311 | NONE | PC | GENERAL SUPPORT | $500 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| PO BOX 96735 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL SUPPORT | $6,000 | OF AMERICA |
| SQUASH AND EDUCATION ALLIANCE | ||||||||
| 555 EIGHTH AVE SUITE 1102 | NEW YORK | NY | 100184311 | NONE | PC | GENERAL PURPOSE | $500 | |
| ANNE K TAYLOR FUND | ||||||||
| 2724 ARVIN ROAD | BILLINGS | MT | 59102 | NONE | PC | GENERAL SUPPORT | $500 | |
| TAFT MUSEUM OF ART | ||||||||
| PO BOX 631419 | CINCINNATI | OH | 456231419 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $18,250 | |
| LAKE FOREST-LAKE BLUFF | ||||||||
| 361 EAST WESTMINSTER | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | HISTORICAL SOCIETY |
| HEIGHTS AND HILLS | ||||||||
| 57 WILLOUGHBY STREET 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GUILD HALL ANNUAL FUND | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $500 | |
| FRIEND OF THE LITTLE MIAMI STATE PARK | ||||||||
| 9375 MASON MONTGOMERY | MASON | OH | 45040 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BOYS AND GIRLS CLUB OF GREATER | ||||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPORT | $4,000 | CINCINNATI |
| BEECHWOOD HOME | ||||||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CINCINNATI ZOO AND BOTANICAL | ||||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | PC | GENERAL SUPPORT | $10,000 | GARDENS |
| MERCHANTILE LIBRARY | ||||||||
| 414 WALNUT ST STE 1100 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| CIVIC GARDEN OF GREATER CINCINNATI | ||||||||
| 2715 READING ROAD | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CINCINNATI PLAYHOUSE IN THE PARK | ||||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $3,000 | ANNUAL FUND |
| STEPPING STONES CENTER FOR | ||||||||
| 5650 GIVEN ROAD | CINCINATTI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $5,000 | HANDICAPPED |
| PROSPECT HOUSE INC | ||||||||
| 682 HAWTHORNE AVENUE | CINCINNATI | OH | 45205 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVE MLC 9002 | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SHELTERHOUSE VOLUNTEER GROUP | ||||||||
| P O BOX 643924 | CINCINNATI | OH | 452643924 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| RONALD MCDONALD HOUSE OF | ||||||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $3,000 | GREATER CINCINNATI |
| CINCINNATI HISTORICAL SOCIETY | ||||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| FIRST STEP HOME | ||||||||
| 2203 FULTON STREET | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CINCINNATI PARKS FOUNDATION | ||||||||
| 950 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CAP ELEUTHERA FOUNDATION | ||||||||
| PO BOX 842484 | BOSTON | MA | 02284 | NONE | PC | GENERAL SUPPORT | $500 | |
| CINCINNATI OBSERVATORY | ||||||||
| 3489 OBSERVATORY PLACE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CARDINAL LAND CONSERVANCY | ||||||||
| 790 GARFIELD AVE | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| CINCINNATI PRESERVATION ASSOCIATION | ||||||||
| 342 WEST 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SOCIETY OF COLONIAL WARS STATE OF OHIO | ||||||||
| 8430 SHAWNEE RUN ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CINCINNATI NATURE CENTER | ||||||||
| 4949 TEALTOWN ROAD | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CHICAGO BOTANIC GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $500 | |
| WINDOW TO THE WORLD | ||||||||
| 5400 NORTH SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL | $1,000 | COMMUNICATIONS INC |
| LAKE FOREST PRESERVATION | ||||||||
| 400 EAST ILLINOIS ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | FOUNDATION |
| LAKE FOREST GARDEN CLUB | ||||||||
| PO BOX 497 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LAKE FOREST OPEN LANDS | ||||||||
| 350 NORTH WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CAMBRIDGE PUBLIC LIBRARY FUND | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $750 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400894 | CHARLOTTESVILLE | VA | 229043015 | NONE | PC | GENERAL SUPPORT | $1,500 | DARDEN SCHOOL FOUNDATION |
| DUKE UNIVERSITY | ||||||||
| 710 W MAIN STREET SUITE 200 | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $250 | |
| OCEARCH | ||||||||
| 1790 BONAZA DRIVE | PARK CITY | UT | 84060 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LEWIS AND CLARK COLLEGE | ||||||||
| 0615 SW PALATINE HILL ROAD | PORTLAND | OR | 972197899 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $284,781 | 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 | $79,109 | 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 | $200,768 | 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 | $279,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,877 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $137,295 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FD CL I | $554,781 | $548,204 |
| BBH INCOME FD | $351,260 | $302,320 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELAWARE US GROWTH FD | ||
| OAKMARK FUND | ||
| VANGUARD INSTL INDEX FD | ||
| BED BATH & BEYOND INC | ||
| COMCAST CORP CL A | ||
| DISCOVERY COMMUNICATIONS | ||
| LIBERTY INTERACTIVE CORP | ||
| DIAGEO PLC-SPONS ADR | $9,399 | $28,510 |
| NESTLE S A SPONS ADR | $7,522 | $23,299 |
| UNILEVER N V-NY SHS | ||
| WAL-MART STORES INC | ||
| AKRE FOCUS FUND | $500,211 | $706,172 |
| KROGER CO COM STK | ||
| GQG PART EMERG MTS | $208,991 | $210,715 |
| SELECT REAL ESTATE | ||
| BERKSHIRE HATHAWAY CL B | $14,500 | $79,696 |
| PROGRESSIVE CORP OHIO | $30,162 | $53,311 |
| U S BANCORP | ||
| WELLS FARGO & CO | ||
| DENTSPLY SIRONA INC | ||
| NOVARTIS AG-ADR | ||
| HENRY SCHEIN INC | ||
| ZOETIS INC | $8,384 | $42,353 |
| AMAZON COM INC | $46,012 | $25,032 |
| WASTE MANAGEMENT | $12,923 | $44,240 |
| ALPHABET INC CL C | $10,948 | $67,435 |
| MICROSOFT CORP | $66,235 | $53,240 |
| ORACLE CORP | $17,115 | $38,173 |
| PAYPAL HOLDINGS | ||
| QUALCOMM INC | ||
| CELANESE CORP | $20,896 | $35,273 |
| PRAXAIR INC | ||
| LONGLEAF PRTNRS SMALL CAP FD | ||
| BBH INTL EQUITY FD CL N | $961,290 | $920,585 |
| LIBERTY GLOBAL PLC | ||
| PERRIGO CO PLC | ||
| NIELSEN HLDGS PLC | ||
| FLEETCOR TECH INC | ||
| ALPS SER- CLARKSTON FOUNDERS | ||
| SABRE CORP COM STK | ||
| BROWN-FORMAN CORP CLASS B COMM | ||
| DOLAR GENERAL CORP COM STK | ||
| QURATE RETAIL INC. SERIES A CO | ||
| COPART INC COM STK | $14,361 | $35,682 |
| ALLEGION PLC-COM STK | ||
| KLA-TENCOR CORP | $20,849 | $44,113 |
| LINDE PLC COM STK | $31,220 | $62,300 |
| PARTNERS FUND FOUNDERS CL | ||
| BOOKING HOLDINGS | $30,921 | $34,260 |
| BRIGHT HORIZONS FAMILY | ||
| COLGATE PALMOLIVE | ||
| COSTCO | $19,553 | $41,085 |
| ARTHUR J GALLAGHER | $27,819 | $58,259 |
| ALCON INC | $34,896 | $51,618 |
| AO SMITH CORP | $23,383 | $30,108 |
| MASTERCARD INC | $60,679 | $76,848 |
| DOLLAR GENERAL CORP COM STK | $16,151 | $36,199 |
| NIKE INC CL B | $28,372 | $40,719 |
| STARBUCKS CORP | ||
| BAXTER INTL INC | ||
| THERMO FISHER SCIENTIFIC INC | $36,374 | $45,157 |
| VISA INC- CL.A SHARES | ||
| BBH PARTNER FUND - | ||
| GRACO INC COMMON STOCK | $34,242 | $33,092 |
| SHERWIN WILLIAMS CO | ||
| S&P GLOBAL INC | $32,398 | $31,484 |
| ABBOTT LABS | $39,641 | $35,572 |
| CLARKSTON FOUNDERS FD - FOUNDE | $165,000 | $152,341 |
| BBH PARTNERS FD - SMALL CAP | $590,000 | $383,885 |
| SIGNATURE BANK COM STK | $48,677 | $21,431 |
| ADOBE INC | $33,471 | $28,605 |
| TEXAS INSTRUMENTS INC | $33,383 | $32,879 |
| CLARKSTON SERIES TRUST | $470,612 | $573,471 |
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 - | $200 | $200 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $7 | $7 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENT FEES | CategoryTxt |
| Amt | $42,518 | Amt |
| Net Investment Income | $13,857 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,661 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD CLAT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $8,554 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,822 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,819 | $1,819 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $112 | $112 | $0 |