NORTH STAR CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORTH STAR CHARITABLE FOUNDATION (EIN 46-5425456)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349100038
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T10:00:43-06:00 | 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 | 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 | 2023-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| 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 | 2023-10-20 | 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 | $13,694,713 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,990,097 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $183,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$89,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,210,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $10,084,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,539 | 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 | $2,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,445 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,432 | 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 | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,746,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,746,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,750,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,749,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,666,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,514 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,292,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,235,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,235,654 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $1,239,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,703,147 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,069,437 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $769,637 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $755,912 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,361,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,244,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,694,713 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,361,771 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,244,557 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,361,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,244,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,361,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,244,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,361,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,666,384 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $13,695,389 | SubtotalAmt |
| Other Decreases | $2,450,832 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,244,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 414989.99 BBH PARTNER FUND SELECT SHORT TERM ASSET | 2021-01-20 | 2022-03-29 | $4,104,251 | $4,149,900 | -$45,649 | -$45,649 |
| 414989.99 BBH PARTNER FUND SELECT SHORT TERM ASSET | 2021-01-20 | 2022-03-31 | $4,106,201 | $4,149,900 | -$43,699 | -$43,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$89,348 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,551 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,551 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,903 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,003 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,452 | OverpaymentAmt |
| Applied To ES Tax | $1,452 | 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 | $2,788,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,344,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,133,148 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,133,148 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,951,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $597,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $597,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,551 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,551 | TotalTaxAmt |
| Distributable Before Adj | $595,007 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $595,007 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $595,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,749,215 | 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 | $11,749,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $595,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $668,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,222,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,992,240 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,425,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,522,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,832,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,749,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $595,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,154,208 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,986,424 | 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 | $668,996 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,317,428 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,222,600 | ExcessFromYear4Amt |
| Excess From Year3 | $2,992,240 | ExcessFromYear3Amt |
| Excess From Year2 | $3,425,550 | ExcessFromYear2Amt |
| Excess From Year1 | $5,522,830 | ExcessFromYear1Amt |
| Excess From Current Year | $11,154,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 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 | |
| COLORADO ROCKY MOUNTAIN SCHOOL | ||||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| SWEETWATER COMMUNITY SCHOOL | ||||||||
| 4215 E ANDORA DR | PHOENIX | AZ | 85032 | NONE | PC | GENERAL PURPOSE | $11,750 | |
| 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 | |
| URBAN ALLIANCE | ||||||||
| 2030 Q ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL | $70,000 | |
| GENERATION HOPE | ||||||||
| 415 MICHIGAN AVE NE SUITE 430 | WASHINGTON | DC | 20017 | NONE | PC | GENERAL | $75,000 | |
| MALALA FUND | ||||||||
| 2000 14TH STREET NW SUITE 104 737 | WASHINGTON | DC | 20056 | NONE | PC | GENERAL | $100,000 | |
| MAMATOTO VILLAGE | ||||||||
| 4315 SHERIFF RD NE | WASHINGTON | DC | 20019 | NONE | PC | GENERAL | $100,000 | |
| PITT HOPKINS RESEARCH FOUNDATION | ||||||||
| PO BOX 6257 | PLYMOUNT | MA | 02362 | NONE | PC | GENERAL | $10,000 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL | $100,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | NONE | PC | GENERAL | $400,000 | |
| 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 | $75,000 | |
| SOLID GROUND | ||||||||
| 1501 N 45TH ST | SEATTLE | WA | 98103 | NONE | PC | GENERAL | $25,000 | |
| THE UNIVERSITY OF NC AT CHAPEL HILL | ||||||||
| THE UNIVERSITY OF NC AT CHAPEL HILL | CHAPEL HILL | NC | 27599 | NONE | PC | GENERAL | $50,000 | |
| GBOWEE PEACE FOUNDATION | ||||||||
| 25 EAST 21ST ST 7TH FL | NEW YORK | NY | 10010 | NONE | PC | GENERAL | $15,000 | |
| BARD COLLEGE | ||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | GENERAL | $150,000 | |
| THE CENTER FOR HUMANE LIVING | ||||||||
| 531 NORTH 322N ST | PHOENIX | AZ | 85008 | NONE | PC | GENERAL | $10,000 | |
| THE HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 060392141 | NONE | PC | GENERAL PURPOSES | $100,000 | |
| FISHER HOUSE FOUNDATION | ||||||||
| 12300 TWINBROOK PARKWAY SUITE 410 | ROCKVILLE | MD | 20852 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| UNITED SERVICES ORGANIZATION (USO) | ||||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL PURPOSES | $500,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PC | GENERAL PURPOSES | $6,000,000 | OF AMERICA |
| INTERFAITH WORKS OF CENTRAL NEW YORK INC | ||||||||
| 114 WEST MONTGOMERY AVE | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | ||||||||
| 60 PARK PL SUITE 511 | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441067035 | NONE | PC | GENERAL PURPOSES | $350,000 | |
| EVERYBODY MATTERS | ||||||||
| 3317 E BELL RD SUITE 101 BOX 465 | PHOENIX | AZ | 85032 | NONE | PC | GENERAL PURPOSES | $300,000 | |
| MONTANA WILDERNESS ASSOC | ||||||||
| 80 SOUTH WARREN | HELENA | MT | 59601 | NONE | PC | GENERAL PURPOSES | $100,000 | |
| AMERICAN UNIVERSITY WAMU | ||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| COLLEGE OF WILLIAM & MARY | ||||||||
| PO BOX 1693 | WILLIAMSBURG | VA | 23187 | NONE | PC | GENERAL PURPOSES | $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 | $2,100,000 | |
| NORTHWEST HARVEST EMM | ||||||||
| PO BOX 12272 | DSEATLE | WA | 98102 | NONE | PC | GENERAL SUPPORT | $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 | $11,746,750 | 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 | $183,539 | 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 | -$89,348 | 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 | $94,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,191 | 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 (3 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 | $3,150,000 | Yes (X) | |
| CHRISTOPHER M WHITE | |||||||
| 2 | C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | $3,150,000 | Yes (X) | |
| VALERIE MARS TRUST | |||||||
| 3 | C/O BBH CO140 BROADWAYPB-TAX | NEW YORK | NY | 10005 | $3,690,097 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | VARIOUS SHRS OF ALPHABET, BERKSHIRE HATHAWAY, CELANESE CORP, COPART, DOLLAR GENERAL CORP KLA CORP, W | NoncashPropertyDesc |
| Fair Market Value | $3,690,097 | FairMarketValueAmt |
| Received | 2022-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,445 | Amt |
| Disbursements Charitable Prps | $2,445 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FD CL I | $769,637 | $755,912 |
| BBH PARTNER FUND SELECT SHORT |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOLLAR GENERAL CORP COM STK | $160,697 | $395,724 |
| BERKSHIRE HATHAWAY INC-CL B | $111,802 | $385,816 |
| ZOETIS INC COM STK | $155,247 | $539,597 |
| COPART INC COM STK | $101,834 | $257,808 |
| WASTE MANAGEMENT INC | $166,183 | $450,873 |
| KLA CORPORATION | $80,575 | $310,673 |
| CELANESE CORP COM STK | $12,399 | $30,672 |
| LINDE PLC COM STK | $262,287 | $737,493 |
| ALPHABET INC | $188,242 | $594,491 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CONTRIBTED ASSETS TO COST | Desc |
| Amt | $2,450,832 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $2 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,000 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $432 | $0 | $0 |