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Nonprofit · EIN 13-7177348

LINVILLE FAM TR UA 12011998

Also known as LINVILLE SUSANNE ET AL TTEE

Tax-exempt · NEW YORK, NY 10005

Financials

$624K$1.5M2023$1.4M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of LINVILLE FAM TR UA 12011998 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,402,261$1,394,001$8,260$15,921,414$0$15,921,414
December 31, 2023990-PF$623,879$1,509,586-$885,707$15,913,155$0$15,913,155
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$457,316
Net gain from sales of assets
$942,361
Other income
$2,584

Expenses

Grants and similar amounts paid
$1,220,000
Disbursements for charitable purposes
$1,231,633
Excise tax on investment income
$17,346

Balance sheet and other

Total assets, start of year
$15,913,155
Total assets, end of year
$15,921,414
Total liabilities, end of year
$0
Net assets, end of year
$15,921,414
Fair market value of assets
$27,410,196
Qualifying distributions
$1,231,633
Net investment income
$1,399,677

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JAMES COKER LINVILLE
18 ETTINGER ROAD, WESTON, VT 05161
TRUSTEE1$0
JOHN EVANS LINVILLE
3191 MATECUMBE KEY RD UNIT 604, PUNTA GORDA, FL 33955
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JAMES COKER LINVILLE
18 ETTINGER ROAD, WESTON, VT 05161
TRUSTEE1$0
JOHN EVANS LINVILLE
3191 MATECUMBE KEY RD UNIT 604, PUNTA GORDA, FL 33955
TRUSTEE1$0

Address and contacts

Address (IRS master file)
C/O BBH CO 140 BROADWAY PB-TAX S, NEW YORK, NY 10005-0000
In care of
% BROWN BROS HARRIMAN TR CO LLC
Signed the 990-PF
JAMES COKER LINVILLE, TRUSTEE
Phone
(212) 493-8000
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

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

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

IRS record

EIN
13-7177348
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$15,921,414
Income (IRS master file)
$3,850,491

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,402,261$1,394,001$15,921,414XML
990-PFDecember 2023$623,879$1,509,586$15,913,155XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 13-7177348).

Questions about LINVILLE FAM TR UA 12011998

What is the EIN of LINVILLE FAM TR UA 12011998?
The employer identification number (EIN) of LINVILLE FAM TR UA 12011998 is 13-7177348.
Is LINVILLE FAM TR UA 12011998 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to LINVILLE FAM TR UA 12011998 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LINVILLE FAM TR UA 12011998 file?
Form 990-PF. Private foundations file every year.
When is the next return of LINVILLE FAM TR UA 12011998 due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LINVILLE FAM TR UA 12011998 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LINVILLE FAM TR UA 12011998?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does LINVILLE FAM TR UA 12011998 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,402,261, expenses of $1,394,001 and total assets of $15,921,414 at year end.

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