NORTH STAR CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORTH STAR CHARITABLE FOUNDATION (EIN 46-5425456)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349101441
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T15:00:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 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 | 2019-01-01 | 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 | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J GARAND | PreparerPersonNm |
| PTIN | P01445960 | PTIN |
| Phone | 6175650553 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.71.98.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 80B31C5AD23B898F175FF351E09BA1342DF769DB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 80B31C5AD23B898F175FF351E09BA1342DF769DB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,737,390 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $179,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,909 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,679,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,909 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,930 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | 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 | $344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,355,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,355,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,365,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,360,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,314,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,565 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,612,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,926,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,926,976 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $2,788,249 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,788,249 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,810,414 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,401,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,715,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,737,390 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,401,050 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,715,225 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,401,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,715,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,401,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,715,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,401,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,314,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,715,225 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,715,225 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,498,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,564,493 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.448981 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $723,294 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,094,590 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.66079 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,931,705 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,791,226 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.753257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $651,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,890,318 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.344482 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,215,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,290,566 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.215457 | DistributionYr5Rt |
| Total Distribution | 5.422967 | TotalDistributionRt |
| Average Distribution | 1.084593 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,434,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,063,759 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,796 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,065,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,360,390 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,035 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,035 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,444 | OverpaymentAmt |
| Applied To ES Tax | $2,444 | 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 4TH 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 | $2,802,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,745,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,548,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,548,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,434,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,591 | TotalTaxAmt |
| Distributable Before Adj | $368,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $368,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $368,150 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,360,390 | 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 | $3,360,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,360,390 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,000,475 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $557,376 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,842,846 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $668,996 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,222,595 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,292,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,360,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $368,150 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,992,240 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,284,528 | 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 | $5,000,475 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,284,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $557,376 | ExcessFromYear4Amt |
| Excess From Year3 | $4,842,846 | ExcessFromYear3Amt |
| Excess From Year2 | $668,996 | ExcessFromYear2Amt |
| Excess From Year1 | $2,222,595 | ExcessFromYear1Amt |
| Excess From Current Year | $2,992,240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 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 |
|---|---|---|---|---|---|---|---|---|
| GREENWAY MIDDLE SCHOOL | ||||||||
| 3002 E NISBET RD | PHOENIX | AZ | 85022 | NONE | PC | GENERAL SUPPORT | $17,460 | |
| COLORADO ROCKY MOUNTAIN SCHOOL | ||||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | NONE | PC | GENERAL PURPOSE | $75,000 | |
| WUNC NC PUBLIC RADIO | ||||||||
| 120 FRIDAY CENTER DR | CHAPEL HILL | NC | 27517 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| VWF | ||||||||
| 777 NORTH TAMIAMI TRAIL 3RD FL | SARASOTA | FL | 34236 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| SWEETWATER COMMUNITY SCHOOL | ||||||||
| 4215 E ANDORA DR | PHOENIX | AZ | 85032 | NONE | PC | GENERAL PURPOSE | $8,000 | |
| SCHOLARCHIPS INC | ||||||||
| PO BOX 56404 | WASHINGTON | DC | 20040 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| ORGANIZATION FOR TROPICAL STUDIES | ||||||||
| 408 SWIFT AVE | DURHAM | NC | 27705 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| BRONX FREEDOM FUND | ||||||||
| 237 MCCLELLAN ST | BRONX | NY | 10456 | NONE | PC | GENERAL PURPSE | $10,000 | |
| AMIGOS OF COSTA RICA INC | ||||||||
| 2101 L ST NW STE 800 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL PURPOSES | $15,000 | |
| AMERICAN REFUGEE COMMITTEE | ||||||||
| 430 OAK GROVE ST | MINNEAPOLIS | MN | 55403 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| THE HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 060392141 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| FISHER HOUSE FOUNDATION | ||||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL PURPOSES | $25,000 | |
| UNITED SERVICES ORGANIZATION (USO) | ||||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL PURPOSES | $30,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 123 WILLIAM STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSES | $1,500,000 | OF AMERICA |
| EMMA WILLARD SCHOOL | ||||||||
| 285 PAWLING AVENUE | TROY | NY | 12180 | NONE | PC | GENERAL PURPOSES | $1,000,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441067035 | NONE | PC | GENERAL PURPOSES | $25,000 | |
| 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 | $75,000 | |
| COLLEGE OF WILLIAM & MARY | ||||||||
| PO BOX 1693 | WILLIAMSBURG | VA | 23187 | NONE | PC | GENERAL PURPOSES | $30,000 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | NONE | PC | GENERAL PURPOSES | $25,000 | |
| THE COLORADO COLLEGE | ||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| WILDERNESS INQUIRY | ||||||||
| 808 14TH AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | GENERAL PURPOSES | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,355,460 | 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 | $179,909 | 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 | |
| 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 | $179,909 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,909 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JUSTIN F WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BBH CO 140 BROADWAY PB-TAX | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $4,930 | Amt |
| Disbursements Charitable Prps | $4,930 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| Short ExplanationShortExplanationTxt |
|---|
| VALERIE A MARS |
| NONE |
| PHILIP M WHITE |
| NONE |
| CHRISTOPHER M WHITE |
| NONE |
| JUSTIN F WHITE |
| NONE |
| KELLY J CHAPMAN |
| NONE |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BBH LIMITED DURATION FD CL I | BondNm |
| EOY Book Value | $2,788,249 | EOYBookValueAmt |
| EOYFMV | $2,810,414 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $344 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $344 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,500 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,500 | $0 | $0 |