DAVID B LYNCH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVID B LYNCH FOUNDATION (EIN 20-0458302)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-08
- IRS object ID
- 202120399349100267
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-08T19:00:11-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200458302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID B LYNCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2124938000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1013 CENTRE ROAD SUITE 101 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J ARCIOLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2021-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 6175650553 | PhoneNum |
| Preparation | 2021-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,282,833 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $98,852 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $712,219 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,130 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $290,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $290,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,220 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,220 | 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 | $3,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,895 | 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 | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,838 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,838 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,137 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,641 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $118 | AcctRcvblAmt |
| Acct Rcvbl EOY | $118 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $118 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,305,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,108,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,568,812 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,916,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,916,688 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,405,262 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,307,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,334,372 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,282,833 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,307,055 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,334,372 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,307,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,334,372 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,307,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,334,372 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,307,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $216 | OtherIncreasesAmt |
| Subtotal | $4,334,372 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,334,372 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. ALPHABET INC CL C | 2015-10-01 | 2020-03-16 | $9,002 | $7,162 | $1,840 | $1,840 | |
| 4. ALPHABET INC CL C | 2019-05-01 | 2020-03-16 | $4,501 | $4,730 | -$229 | -$229 | |
| 22. ALPHABET INC CL C | 2015-10-01 | 2020-08-06 | $32,992 | $13,331 | $19,661 | $19,661 | |
| 686. BERKSHIRE HATHAWAY INC-CL B | 2015-10-01 | 2020-05-13 | $116,777 | $89,413 | $27,364 | $27,364 | |
| 4. BOOKING HOLDINGS INC COM STK | 2019-08-15 | 2020-09-11 | $7,133 | $7,564 | -$431 | -$431 | |
| 3. BOOKING HOLDINGS INC COM STK | 2019-11-08 | 2020-09-11 | $5,350 | $5,735 | -$385 | -$385 | |
| 93. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2019-08-14 | 2020-03-19 | $6,791 | $14,511 | -$7,720 | -$7,720 | |
| 123. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2019-11-05 | 2020-03-19 | $8,982 | $18,151 | -$9,169 | -$9,169 | |
| 72. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2019-07-31 | 2020-05-26 | $4,603 | $3,949 | $654 | $654 | |
| 152. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2019-03-07 | 2020-09-02 | $12,157 | $7,986 | $4,171 | $4,171 | |
| 277. CELANESE CORP COM STK | 2015-10-01 | 2019-12-18 | $33,603 | $16,578 | $17,025 | $17,025 | |
| 87. COMCAST CORP CL A | 2015-10-01 | 2020-02-28 | $3,435 | $2,485 | $950 | $950 | |
| 1040. COMCAST CORP CL A | 2015-10-01 | 2020-02-28 | $40,955 | $29,706 | $11,249 | $11,249 | |
| 178. COMCAST CORP CL A | 2015-10-01 | 2020-03-04 | $7,512 | $5,084 | $2,428 | $2,428 | |
| 101. COMCAST CORP CL A | 2015-10-01 | 2020-03-13 | $3,660 | $2,885 | $775 | $775 | |
| 270. COMCAST CORP CL A | 2015-10-01 | 2020-03-25 | $9,112 | $7,712 | $1,400 | $1,400 | |
| 142. COMCAST CORP CL A | 2015-10-01 | 2020-05-13 | $4,921 | $4,056 | $865 | $865 | |
| 127. COPART INC COM STK | 2019-02-20 | 2019-12-04 | $11,097 | $7,362 | $3,735 | $3,735 | |
| 40. COPART INC COM STK | 2018-10-03 | 2020-05-21 | $3,462 | $2,108 | $1,354 | $1,354 | |
| 129. COPART INC COM STK | 2018-10-02 | 2020-09-04 | $13,315 | $6,738 | $6,577 | $6,577 | |
| 32. COPART INC COM STK | 2018-10-01 | 2020-09-17 | $3,256 | $1,669 | $1,587 | $1,587 | |
| 46. DOLLAR GENERAL CORP COM STK | 2019-03-14 | 2020-05-13 | $8,359 | $5,040 | $3,319 | $3,319 | |
| 65. DOLLAR GENERAL CORP COM STK | 2018-08-30 | 2020-09-23 | $13,355 | $6,852 | $6,503 | $6,503 | |
| 22. FLEETCOR TECHNOLOGIES INC COM STK | 2016-11-03 | 2019-12-05 | $6,677 | $3,361 | $3,316 | $3,316 | |
| 72. KLA CORPORATION | 2018-10-04 | 2019-11-05 | $12,415 | $7,271 | $5,144 | $5,144 | |
| 53. NOVARTIS AG - ADR | 2015-10-01 | 2019-12-04 | $4,831 | $4,266 | $565 | $565 | |
| 32. NOVARTIS AG - ADR | 2015-10-01 | 2020-03-09 | $2,626 | $2,576 | $50 | $50 | |
| 515. NOVARTIS AG - ADR | 2015-10-01 | 2020-09-16 | $46,461 | $41,456 | $5,005 | $5,005 | |
| 945. ORACLE CORP | 2015-10-01 | 2020-03-06 | $44,592 | $35,816 | $8,776 | $8,776 | |
| 71. ORACLE CORP | 2015-10-01 | 2020-03-13 | $3,216 | $2,566 | $650 | $650 | |
| 433. ORACLE CORP | 2015-10-01 | 2020-09-11 | $24,874 | $15,646 | $9,228 | $9,228 | |
| 44. AO SMITH CORP COM STK | 2019-10-29 | 2020-06-09 | $2,176 | $2,175 | $1 | $1 | |
| 109. AO SMITH CORP COM STK | 2019-12-18 | 2020-06-09 | $5,390 | $5,126 | $264 | $264 | |
| 353. U S BANCORP | 2015-10-01 | 2019-12-04 | $20,960 | $14,445 | $6,515 | $6,515 | |
| 135. U S BANCORP | 2015-10-01 | 2020-02-28 | $6,137 | $5,524 | $613 | $613 | |
| 498. U S BANCORP | 2015-10-01 | 2020-03-09 | $18,276 | $20,378 | -$2,102 | -$2,102 | |
| 268. U S BANCORP | 2015-10-01 | 2020-03-10 | $9,926 | $10,967 | -$1,041 | -$1,041 | |
| 426. U S BANCORP | 2015-10-01 | 2020-03-12 | $13,654 | $17,432 | -$3,778 | -$3,778 | |
| 181. UNILEVER N V-NY SHARES | 2015-10-01 | 2020-02-28 | $9,463 | $7,272 | $2,191 | $2,191 | |
| 60. UNILEVER N V-NY SHARES | 2015-10-01 | 2020-03-09 | $3,224 | $2,411 | $813 | $813 | |
| 129. UNILEVER N V-NY SHARES | 2015-10-01 | 2020-03-16 | $5,669 | $5,183 | $486 | $486 | |
| 85. UNILEVER N V-NY SHARES | 2015-10-01 | 2020-05-26 | $4,112 | $3,415 | $697 | $697 | |
| 164. UNILEVER N V-NY SHARES | 2015-10-01 | 2020-07-09 | $8,532 | $6,589 | $1,943 | $1,943 | |
| 103. UNILEVER N V-NY SHARES | 2015-10-01 | 2020-08-06 | $6,071 | $4,138 | $1,933 | $1,933 | |
| 153. UNILEVER N V-NY SHARES | 2015-10-01 | 2020-08-07 | $8,896 | $6,147 | $2,749 | $2,749 | |
| 109. ZOETIS INC COM STK | 2015-10-01 | 2019-12-04 | $13,072 | $4,453 | $8,619 | $8,619 | |
| 70. ALLEGION PLC- COM STK | 2019-04-23 | 2019-12-10 | $8,675 | $6,867 | $1,808 | $1,808 | |
| 82. LINDE PLC COM STK | 2018-10-31 | 2020-06-09 | $17,593 | $13,802 | $3,791 | $3,791 | |
| CAPITAL GAIN DIVIDENDS | $40,371 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,130 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $248,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,003,537 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049723 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,078,236 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $214,924 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,829,765 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0445 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,912 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,484,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012246 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,609 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $593,667 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049875 | DistributionYr5Rt |
| Total Distribution | 0.203515 | TotalDistributionRt |
| Average Distribution | 0.040703 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,122,181 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,488 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,847 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,335 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $257,558 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,847 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,847 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,944 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,944 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $903 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROS HARRIMAN TRUST COMPANY OF DELAWARE 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 | 1013 CENTRE ROAD SUITE 101 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN TR CO OF DE | ||||||
| 1013 CENTRE ROAD SUITE 101 | WILMINGTON | DE | 19805 | TRUSTEE | 1 | $36,220 |
| MS LINDA H LYNCH | ||||||
| 131 WINDSOR ROAD | Waban | MA | 024681119 | TRUSTEE | 1 | $0 |
| MRS ERNESTINE L FRIERTZ | ||||||
| 1013 CENTRE ROAD SUITE 101 | WILMINGTON | DE | 19805 | 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 |
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 | $4,914,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $285,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,200,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,200,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,122,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,847 | TotalTaxAmt |
| Distributable Before Adj | $253,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $253,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $253,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,558 | 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 | $257,558 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,847 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $254,711 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $220,838 | 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 | $257,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $220,838 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,720 | 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 | $216,542 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| REEVE FOUNDATION | ||||||||
| 636 MORRIS TURNPIKE | SHORT HILLS | NJ | 07078 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| ROBERT PACKARD CENTER FOR ALS | ||||||||
| 550 N BROADWAY | BALTIMORE | MD | 21205 | NONE | PC | GENERAL PURPOSE | $8,000 | RESEARCH AT JOHNS HOPKINS |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 03833 | NONE | PC | GENERAL PURPOSE | $10,838 | |
| IDF LIFE FOR A CHILD (USA) INC | ||||||||
| PO BOX 12903 | TALLAHASSE | FL | 32308 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| UNIVERSITY OF RICHMOND CHARITABLE GRANT | ||||||||
| 28 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NOBLE & GREENOUGH SCHOOL | ||||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ALS THERAPY DEVELOPMENT INSTITUTE | ||||||||
| 300 TECHNOLOGY SQUARE SUITE 400 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL PURPOSE | $8,000 | |
| JOSLIN DIABETES CENTER | ||||||||
| ONE JOSLIN PLACE SUITE 745 | BOSTON | MA | 02215 | NONE | PC | GENERAL PURPOSE | $8,000 | |
| MASSACHUSETTS INSTITUTE OF TECHONOLY | ||||||||
| 77 MASSACHUSEETS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL PURPOSE | $6,000 | |
| HOPE FOR DEPRESSION RESEARCH FDN | ||||||||
| 40 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| UNIVERSITY OF OREGON FDN | ||||||||
| 1720 EAST 13TH AVE SUITE 410 | EUGENE | OR | 97403 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL PURPOSE | $8,000 | |
| ELECTION REFORMERS NETWORK INC | ||||||||
| 7600 WISCONSIN AVENUE STE 1010 | BETHESDA | MD | 20814 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| ST GEORGE'S SCHOOL | ||||||||
| PO BOX 1910 | NEWPORT | RI | 028400190 | NONE | PC | GENERAL PURPOSES | $10,000 | |
| AMERICAN FRIENDS FOR THE PRESERVATION OF | ||||||||
| PO BOX 814 | DOVER | MA | 02030 | NONE | PC | GENERAL PURPOSES | $8,000 | CZECH CULTURE |
| INSTITUTE FOR STRATEGIC DIALOGUE US | ||||||||
| 1000 JACKSON ST | TOLEDO | OH | 43604 | NONE | PC | GENERAL PURPOSES | $40,000 | |
| DARTMOUTH COLLEGE | ||||||||
| GIFT RECORDING OFFICE | HANOVER | NH | 03755 | NONE | PC | GENERAL | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,838 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,130 | 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 | $290,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,982 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMCAST CORP CL A | $25,193 | $40,801 |
| DISCOVERY COMMUNICATIONS | ||
| LIBERTY INTERACTIVE CORP | ||
| DIAGEO PLC-SPONS ADR | $56,274 | $72,272 |
| NESTLE S A SPONS ADR | $66,304 | $105,183 |
| UNILEVER N V-NY SHS | ||
| BERKSHIRE HATHAWAY INC-CL B | $57,219 | $93,481 |
| U S BANCORP | ||
| WELLS FARGO & CO | ||
| DENTSPLY SIRONA INC | ||
| NOVARTIS AG-ADR | ||
| HENRY SCHEIN INC | $39,523 | $42,616 |
| ZOETIS INC | $19,447 | $78,716 |
| PERRIGO CO PLC | $55,442 | $27,454 |
| WASTE MANAGEMENT | $16,903 | $34,517 |
| ALPHABET INC CL C | $35,752 | $86,706 |
| MICROSOFT CORP | ||
| ORACLE CORP | $37,978 | $62,745 |
| PAYPAL HLDGS INC | ||
| QUALCOMM INC | ||
| CELANESE CORP SERIES A | $25,984 | $45,236 |
| PRAXAIR INC | ||
| LIBERTY GLOBAL PLC SERIES C | ||
| KROGER CO COM STK | ||
| NIELSEN HOLDINGS PLC FOREIGN S | ||
| FLEETCOR TECH INC COM STK | $30,183 | $50,953 |
| SABRE CORP COM STK | ||
| DOLLAR GENERAL CORP COM STK | $17,482 | $36,264 |
| QURATE RETAIL INC | ||
| ALLEGION PLC | $36,461 | $42,531 |
| BOOKING HOLDINGS INC | $23,703 | $22,239 |
| BRIGHT HORIZONS FAMILY SOLUT | ||
| BROWN-FORMAN CORP CLASS B | $27,179 | $43,836 |
| COLGATE PALMOLIVE CO | $32,223 | $39,038 |
| COSTCO WHOLESALE CORP | $18,147 | $30,175 |
| ARTHUR J GALLAGHER * CO | $55,985 | $64,615 |
| ALCON INC | $55,652 | $57,747 |
| COPART INC | $31,347 | $65,410 |
| AO SMITH CORP | $37,581 | $44,088 |
| KLA CORP | $15,135 | $29,642 |
| MASTERCARD INC | $58,866 | $76,088 |
| LINDE PLC | $35,633 | $51,912 |
| AMAZON.COM INC | $50,974 | $50,380 |
| NIKE INC CL B | $31,341 | $48,207 |
| BAXTER INTL INC | $36,343 | $38,280 |
| THERMO FISHER SCIENTIFIC INC | $27,448 | $27,816 |
| PROGRESSIVE CORP OHIO | $30,975 | $39,667 |
| VISA INC- CL.A SHARES | $20,248 | $20,197 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBH INCOME FUND | AT COST | $772,540 | $843,385 |
| LONGLEAF PARTNERS SM CAP | AT COST | $163,073 | $137,797 |
| AKRE FOCUS FUND- SUPRA | AT COST | $98,396 | $211,463 |
| BBH LIMITED DURATION | AT COST | $732,137 | $741,028 |
| BBH INTERNATIONAL EQ | AT COST | $664,745 | $866,479 |
| ALPS SERIES TRUST | |||
| GQG GLOBAL EMERGING MKTS | AT COST | $209,500 | $262,845 |
| SELECT VALUE REAL ESTATE SEC Z | |||
| CLARKSTON SERIES TRUST CLARKST | AT COST | $276,297 | $342,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $216 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $2,879 | $2,879 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $16 | $16 | $0 |