2025-11-12T08:01:31-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2024-01-01 020735167 NANCY JONES BEARD FOUNDATION NANC 2124938000 C/O BBH CO 140 BROADWAY PB-TAX S NEW YORK NY 10005 NANCY JONES BEARD TRUSTEE 2124938000 2025-11-04 true false DEREK MASTIC P01394162 4126447800 2025-11-04 2024 2025-03-06 01:10:19Z X 26865830 X 377808 377808 1257370 1858316 1257370 0 -257 1634921 1635178 0 0 0 0 0 0 4950 0 0 4950 108248 108248 0 0 11940 4540 0 0 0 1800 0 0 1800 0 0 47 47 126985 112835 0 6750 1878358 1878358 2005343 112835 0 1885108 -370422 1522343 0 1694445 3540390 3540390 0 0 0 5378147 5266123 16928791 5981851 5695481 6396649 13054443 14501994 26865830 0 X 13054443 14501994 13054443 14501994 13054443 14501994 13054443 -370422 1818250 14502271 277 14501994 120. BERKSHIRE HATHAWAY INC-CL B 2016-01-20 2024-04-04 50411 14971 35440 35440 971. BERKSHIRE HATHAWAY INC-CL B 2024-08-29 453473 97275 356198 356198 39. BERKSHIRE HATHAWAY INC-CL B 2011-07-27 2024-09-30 17819 2927 14892 14892 68. BERKSHIRE HATHAWAY INC-CL B 2011-07-27 2024-10-31 30881 5103 25778 25778 70. BERKSHIRE HATHAWAY INC-CL B 2024-11-15 32854 5217 27637 27637 65. BOOKING HOLDINGS INC COM STK 2024-11-15 322858 118086 204772 204772 225. COPART INC COM STK 2018-10-09 2024-05-08 12428 2888 9540 9540 475. COPART INC COM STK 2018-10-09 2024-05-09 26275 6096 20179 20179 500. COPART INC COM STK 2018-10-09 2024-05-10 27421 6417 21004 21004 625. COPART INC COM STK 2024-05-13 34035 7918 26117 26117 600. COPART INC COM STK 2018-10-10 2024-05-14 32419 7573 24846 24846 625. COPART INC COM STK 2018-10-10 2024-05-15 34399 7888 26511 26511 600. COPART INC COM STK 2024-05-16 32778 7555 25223 25223 575. COPART INC COM STK 2018-12-04 2024-05-17 31030 7226 23804 23804 72. DIAGEO PLC- SPONSORED ADR 2016-11-11 2024-07-19 9253 7298 1955 1955 437. DIAGEO PLC- SPONSORED ADR 2024-07-22 56563 38923 17640 17640 220. DIAGEO PLC- SPONSORED ADR 2024-07-23 28272 13850 14422 14422 214. DIAGEO PLC- SPONSORED ADR 2024-07-24 27654 12948 14706 14706 211. DIAGEO PLC- SPONSORED ADR 2024-07-30 26289 12529 13760 13760 400. NESTLE S A SPONS ADR 2024-07-19 42019 23720 18299 18299 525. NESTLE S A SPONS ADR 2024-07-22 55685 25399 30286 30286 275. NESTLE S A SPONS ADR 2024-07-23 28957 10770 18187 18187 275. NESTLE S A SPONS ADR 2007-08-03 2024-07-24 28939 10593 18346 18346 300. NESTLE S A SPONS ADR 2007-08-03 2024-07-25 30122 11556 18566 18566 1275. PROGRESSIVE CORP OHIO 2020-07-10 2024-08-09 281235 100684 180551 180551 50. PROGRESSIVE CORP OHIO 2020-07-10 2024-08-12 11159 3948 7211 7211 75. PROGRESSIVE CORP OHIO 2020-07-10 2024-08-22 17926 5923 12003 12003 150. PROGRESSIVE CORP OHIO 2020-07-10 2024-10-31 36716 11845 24871 24871 175. PROGRESSIVE CORP OHIO 2020-07-10 2024-11-15 44677 13819 30858 30858 1. BARES MID/LARGE CAP SERIES 2020-01-01 2024-12-31 293 1 292 292 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 CAPITAL GAIN DIVIDENDS P 1363 1257370 21161 0 21161 0 21161 7589 0 21600 29189 26 8002 8002 0 false false false false false false false true true CT true false false false false true N/A BROWN BROTHERS HARRIMAN & CO 2124938000 140 BROADWAY 7TH FL NEW YORK NY 10005 false false false false false false false false false false false false false false false false false false false false false EUGENE P BEARD 101 WORTH AVENUE PALM BEACH FL 33480 TRUSTEE 3 0 NANCY J BEARD 101 WORTH AVENUE PALM BEACH FL 33480 TRUSTEE 3 0 GREGORY SCOTT BEARD 314 SOUTH KENILWORTH OAK PARK IL 60302 TRUSTEE 3 0 NONE 0 BROWN BROTHERS HARRIMAN CO 140 BROADWAY 4TH FL NEW YORK NY 10005 INVESTMENT MANAGEMEN 106482 0 N/A N/A 23715691 2216438 0 25932129 0 0 25932129 388982 25543147 1277157 1277157 21161 21161 1255996 0 1255996 0 1255996 1885108 0 0 0 0 1885108 1255996 0 0 0 0 5767 1274410 1227977 2508154 1885108 0 0 0 1255996 629112 0 0 3137266 0 0 0 0 0 0 0 3137266 0 5767 1274410 1227977 629112 EUGENE P BEARD NONE X CHURCH OF THE ASSUMPTION FOOD PANTRY 98 RIVERSIDE AVENUE WESTPORT CT 06880 NONE PC GENERAL SUPPORT 1000 HOME SAFE 2840 SIXTH AVENUE SOUTH LAKE WORTH FL 33461 NONE PC GENERAL SUPPORT 100255 PILCROW FOUNDATION C/O BBH 343 E WASHINGTON AVENUE COTTAGE GROVE OR 97424 NONE PC GENERAL PURPOSE 1000 THE WESTPORT WOMAN'S CLUB INC 44 IMPERIAL AVENUE WESTPORT CT 06880 NONE PC GENERAL SUPPORT 1000 WESTPORT VOLUNTEER EMERGENCY MEDICAL SERVICE 50 JESUP RD WESTPORT CT 06880 NONE PC GENERAL OPERATING 250613 YELLOW TULIP FUND 533 CONGRESS STREET PORTLAND ME 04101 NONE PC GENERAL PURPOSE 1000 SOCIETY OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 NONE PC GENERAL OPERATING 10000 PALM BEACH DRAMA WORKS 201 CLEMATIS STREET WEST PALM BEACH FL 33401 NONE PC GENERAL 13200 NUVANCE HEALTH 24 HOSPITAL AVE DANBURY CT 06810 NONE PC BAUER FAMILY PAVILION- 1500290 1878358 14 377808 18 1257370 AAIP LLC 18 -257 1634921 1634921 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 4950 4950 APPLE COMPUTER 86276 6204656 BERKSHIRE HATHAWAY INC 52913 333614 DIAGEO PLC JP MORGAN CHASE 39521 239710 NESTLE SA ADR WASTE MANAGEMENT 178103 454028 ZOETIS INC COM STK 66922 370829 ORACLE CORP 133627 561077 ALPHABET INC CL C 93917 891450 COPART INC COM KLA-TENCOR CORP 128059 472590 LINDE PLC COM 245070 623400 BOOKING HOLDINGS INC 71603 208674 COSTCO WHOLE 106253 433396 ARTHUR J GALLAGHER 162731 510930 ALCON INC 259662 429543 MASTERCARD INC 337267 676642 AMAZON.COM INC 364662 507668 NIKE INC CL B 223485 206201 BANK OF AMERICA CORP 98092 659250 PROGRESSIVE CORP OHIO 65149 197678 THERMO FISHER SCIENTIFIC 303873 344392 S&P GLOBAL INC COM STK 243602 351609 ABBOT LABORATORIES 342406 322364 ADOBE INC 258529 277925 MICROSOFT CORP 500881 706013 TEXAS INSTRUMENTS INC 255410 285578 UNITEDHEALTH GROUP INC 198996 189699 OTIS WORLDWIDE CORPORATION COM 116314 111132 APPLIED MATERIALS INC 113785 101644 AUTOMATIC DATA PROCESSING INC 165978 197007 CADENCE DESIGN SYS INC 53037 60092 BBH LIMITED DURATION AT COST 1149468 1189380 BARINGS SUB TRUST SERRIES 1 BBH INTERNATIONAL EQ FD OAKTREE OPP-BBH WEALTH STRAT AT COST 127096 220327 BARES MID/LGE CAP-BBH WEALTH S AAIP LLC AT COST 2497 VANGUARD HIGH YIELD CORP-ADM AT COST 250000 237303 CLARKSTON CAP PTNRS - BBH WEAL AT COST 452077 521972 BARINGS SUB TRUST SERRIES 3 AT COST 279580 496523 BBH INCOME FUND I AT COST 605430 533357 SILVER POINT DISTRESSED AT COST 31030 166192 OAKTREE OPP FUND XI AT COST 208401 264503 BBH REAL ESTATE ENHANCED VALUE AT COST 255471 275998 BBH REAL ESTATE INCOME FUND II AT COST 651250 643358 LBC CREDIT PARTNERS III USTE S AT COST 113641 51214 BBH SELECT SERIOES - MID CAP F AT COST 300000 386408 BBH ALTERNATIVE CREDIT FUND, L AT COST 234880 236966 BBH PARTNER FUND - INTERNATION AT COST 1034660 1173148 MUTUAL FUND TIMING DIFFERENCES 277 OTHER EXPENSE (NON-DEDUCTIBLE 47 47 0 AAIP LLC -257 0 FMV - COST BASIS DIFFERENCE DISTRIBUTION 1816885 EXPENSE TIMING DIFFERENCE 1365 INVESTMNT MNGMNT FEES (NON-DED 108248 108248 FOREIGN TAXES 52 52 0 FEDERAL TAX PAYMENT - PRIOR YE 3000 0 0 FEDERAL ESTIMATES - PRINCIPAL 4400 0 0 FOREIGN TAXES ON QUALIFIED FOR 4488 4488 0