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Nonprofit · EIN 13-6169140

BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND

Tax-exempt · NEW YORK, NY 10005

Financials

$76K$104K2022$63K$97K2023$66K$95K2024
Revenue Expenses · by fiscal year end
Financials of BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$66,196$94,555-$28,359$1,308,803$0$1,308,803
July 31, 2024990-PF$62,671$97,312-$34,641$1,337,162$0$1,337,162
July 31, 2023990-PF$76,405$104,476-$28,071$1,371,803$0$1,371,803
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$24,383
Net gain from sales of assets
$41,813

Expenses

Grants and similar amounts paid
$70,105
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$94,555
Excise tax on investment income
$920

Balance sheet and other

Total assets, start of year
$1,337,162
Total assets, end of year
$1,308,803
Total liabilities, end of year
$0
Net assets, end of year
$1,308,803
Fair market value of assets
$1,783,989
Qualifying distributions
$94,555
Net investment income
$66,196

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SCOTT CLEMONS
140 BROADWAY, NEW YORK, NY 10005
CHAIRMAN & TRUSTEE0.1$0
JOSHUA FINE
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
ANDREW HOFER
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
SHARON MAHER
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
JOHN WALSH
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
PAGE DEGREGORIO
140 BROADWAY, NEW YORK, NY 10005
SECRETARY0.38$0
990-PF for the year ended July 31, 2024: 6 people
NameTitleHours / weekCompensation
SCOTT CLEMONS
140 BROADWAY, NEW YORK, NY 10005
CHAIRMAN & TRUSTEE0.1$0
JOSHUA FINE
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
ANDREW HOFER
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
SHARON MAHER
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
JOHN WALSH
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
PAGE DEGREGORIO
140 BROADWAY, NEW YORK, NY 10005
SECRETARY0.38$0
990-PF for the year ended July 31, 2023: 6 people
NameTitleHours / weekCompensation
SCOTT CLEMONS
140 BROADWAY, NEW YORK, NY 10005
CHAIRMAN & TRUSTEE0.1$0
JOSHUA FINE
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
ANDREW HOFER
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
SHARON MAHER
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
JOHN WALSH
140 BROADWAY, NEW YORK, NY 10005
TRUSTEE0.1$0
PAGE DEGREGORIO
140 BROADWAY, NEW YORK, NY 10005
SECRETARY0.38$0

Address and contacts

Address (IRS master file)
CO BBH 140 BROADWAY TAX 8TH, NEW YORK, NY 10005-0000
Signed the 990-PF
G SCOTT CLEMONS, CHAIRMAN
Phone
(212) 493-4878
Return prepared by
BROWN BROTHERS HARRIMAN & CO

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
13-6169140
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1965
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$1,308,803
Income (IRS master file)
$274,801

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$66,196$94,555$1,308,803XML
990-PFJuly 2024$62,671$97,312$1,337,162IRS
990-PFJuly 2023$76,405$104,476$1,371,803XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6169140).

Questions about BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND

What is the EIN of BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND?
The employer identification number (EIN) of BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND is 13-6169140.
Is BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND?
The 990-PF for the year ended July 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does BROWN BROTHERS HARRIMAN & CO UNDERGRADUATE FUND have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $66,196, expenses of $94,555 and total assets of $1,308,803 at year end.

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