VINCENT DOWLING FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VINCENT DOWLING FAMILY FOUNDATION INC (EIN 02-0709433)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349101437
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:19:54-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020709433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Vincent Dowling Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VINC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | vincent j dowling jr | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,960,671 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,556,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $456,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $456,518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $211,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,220 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,990,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,258,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,692,903 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $639,589 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $632,423 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,853,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,993,064 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $81,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,782 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $327,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $309,084 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $408,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $311,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,104 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,626,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,626,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,034,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $311,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,644,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,819,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,681,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,798,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,637,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,637,907 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $7,942,527 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $6,384,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,637,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,803,125 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,559,212 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,228,871 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,519,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,684,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,504,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,960,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,684,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,504,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,684,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,504,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,684,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,504,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,684,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,819,389 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,504,108 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,504,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $5,258,376 | $2,600,714 | $2,657,662 | $2,657,662 |
| Passthrough K1 Capital Gain/(Loss) | $2,035,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,692,903 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,969 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78,969 | SubtotalAmt |
| Tax Based On Investment Income | $78,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,695 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $85,495 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,526 | OverpaymentAmt |
| Applied To ES Tax | $6,526 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | false | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alexanderson Jane Bourdon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Jane C Dowling | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Porter R Dowling | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Veronica Dowling | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Vincent J Dowling | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Vincent J Dowling III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Vincent J Dowling Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Caroline D Klotz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,790,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,404,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,125,972 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,321,223 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,321,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,806,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,690,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,690,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,969 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11 | IncomeTaxAmt |
| Total Tax | $78,980 | TotalTaxAmt |
| Distributable Before Adj | $1,611,340 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,611,340 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,611,340 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,644,104 | 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 | $1,644,104 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,611,340 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $3,185,475 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,185,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,644,104 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,611,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,764 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,218,239 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,218,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,185,475 | ExcessFromYear3Amt |
| Excess From Current Year | $32,764 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINCENT J DOWLING JR | ContributingManagerNm |
| Contributing Manager | VERONICA DOWLING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUINAS AT DARTMOUTH INC | |||||||
| 2 OCCUM RIDGE | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $1,000 |
| AVON OLD FARMS SCHOOL INC | |||||||
| 500 OLD FARMS RD | AVON | CT | 06001 | N/A | PC | Inspiring Boys Building Men Campaign | $25,000 |
| CHARTER OAK AMATEUR BOXING ACADEMY | |||||||
| 81 POPE PARK HWY | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $1,000 |
| FLORENCE GRISWOLD MUSEUM | |||||||
| 96 LYME ST | OLD LYME | CT | 06371 | N/A | PC | Florence Griswold Campaign | $1,000,000 |
| FOUNDATION TO ERADICATE DUCHENNE INC | |||||||
| PO BOX 2371 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $1,000 |
| KINGSWOOD OXFORD SCHOOL INC | |||||||
| 170 KINGSWOOD RD | WEST HARTFORD | CT | 06119 | N/A | PC | General & Unrestricted | $5,000 |
| MARCO ISLAND ACADEMY A PUBLIC CHARTER HIGH SCHOOL | |||||||
| 2255 SAN MARCO RD | MARCO ISLAND | FL | 34145 | N/A | PC | Capital Campaign fund | $20,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW TAX | ROCHESTER | MN | 55905 | N/A | PC | General & Unrestricted | $25,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Harvard Business School | $10,000 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER ST STE 310 | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $500 |
| SPECIAL OLYMPICS TENNESSEE INC | |||||||
| 5115 MARYLAND WAY STE 300 | BRENTWOOD | TN | 37027 | N/A | PC | Annual Fund | $8,000 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | N/A | PC | General & Unrestricted | $5,000 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | Charitable Event | $5,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | General & Unrestricted | $1,000 |
| TALCOTT MOUNTAIN SCIENCE CENTER FOR STUDENT INVOLV | |||||||
| 324 MONTEVIDEO RD | AVON | CT | 06001 | N/A | PC | General & Unrestricted | $5,000 |
| THE AMERICAN IRELAND FUND | |||||||
| 10 POST OFFICE SQ N950 | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Friends of Dartmouth Men's Rugby | $1,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Annual Fund | $5,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Call to Lead Campaign | $500,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Friends of Dartmouth Football | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,626,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $456,518 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,220 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,990,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $5,280 | 14 | $12,237 |
| Federal Tax Refund | 01 | $1,886 | ||
| FOREIGN CURRENCY LOSS | 01 | -$736 | ||
| INTEREST INCOME FROM NOTES | 14 | $620,922 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,280 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,292,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,297,396 | TotalIncomeProducingActyAmt |
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 | Dowling Jr Vincent J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Sea Court | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,556,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SKYWARD SPECIALTY INSURANCE SKWD, 150000 sh. | NoncashPropertyDesc |
| Fair Market Value | $3,556,500 | FairMarketValueAmt |
| Received | 2023-08-23 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER OVERSEAS GP LTD | $3,771,902 | $451,200 |
| AMTRUST FINL SVCS REPSTG 1/40T | $865,428 | $1,351,925 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A&M CAPITAL PARTNERS II, LP | $427,784 | $709,835 |
| AMCP II CLEAN AIV LP | $17,312 | $28,727 |
| AMCP II HEART AIV II LP | $52,076 | $86,412 |
| AMCP II HEART AIV, LP | $4,527 | $7,512 |
| AMCP II ORTHOPEDIC AIV LP | ||
| AMCP II ORTHOPEDIC FEEDER I LP | $22,968 | $38,114 |
| AMCP II RCM AIV, LP | $91,373 | $151,620 |
| AMCP II STAFFING AIV LP | $6,492 | $10,773 |
| ARENA SPECIAL OPPORTUNITIES FU | $1,000,000 | $1,238,769 |
| BEEKMAN INVESTMENT PARTNERS II | $1,006,484 | $2,481,584 |
| BEEKMAN INVESTMENT PARTNERS IV | $6,025,265 | $9,253,129 |
| BIP FEEDER AIV III - BAF, LP | $195,142 | $724,484 |
| BIP FEEDER AIV III - ELITE ISI | $114,832 | $355,127 |
| BIP FEEDER AIV III - NEW VISIO | $47,427 | $47,427 |
| BIP FEEDER AIV III - OWM, LP | $4,337 | $105,692 |
| PRAETORIAN CAPITAL OFFSHORE LT | $500,000 | $687,478 |
| VESTIGO VENTURES FUND 1, L.P | $712,852 | $1,592,956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $18,079 | $18,079 | |
| Bank Charges | $70 | $70 | |
| K-1 Exp A&M CAPITAL PARTNERS I | $6,661 | $6,661 | |
| K-1 Exp AMCP II CLEAN AIV LP | $71 | $71 | |
| K-1 Exp AMCP II HEART AIV II L | $15 | $15 | |
| K-1 Exp AMCP II HEART AIV, LP | $15 | $15 | |
| K-1 Exp AMCP II RCM AIV, LP | $268 | $231 | |
| K-1 Exp AMCP II STAFFING AIV L | $18 | $18 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $26,789 | $26,789 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $254,092 | $254,092 | |
| K-1 Exp BIP FEEDER AIV III - B | $700 | $700 | |
| K-1 Exp BIP FEEDER AIV III - E | $700 | $700 | |
| K-1 Exp BIP FEEDER AIV III - N | $361 | $361 | |
| K-1 Exp BIP FEEDER AIV III - O | $796 | $796 | |
| K-1 Exp VESTIGO VENTURES FUND | $18,565 | $18,565 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss AMCP II HEART AIV II LP | $6,096 | $6,096 |
| K-1 Inc/Loss AMCP II RCM AIV, LP | $5,304 | $24 |
| K-1 Inc/Loss BEEKMAN INVESTMENT PARTNERS III, LP | $5,372 | $5,372 |
| K-1 Inc/Loss BEEKMAN INVESTMENT PARTNERS IV-B, LP | $212 | $212 |
| K-1 Inc/Loss BIP FEEDER AIV III - ELITE ISI, LP | $24 | $24 |
| K-1 Inc/Loss VESTIGO VENTURES FUND 1, L.P | $509 | $509 |
| Federal Tax Refund | $1,886 | |
| Foreign Currency Loss | -$736 | -$736 |
| Interest Income from Notes | $620,922 | $620,922 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $59,000 | |
| 990-PF Extension for 2022 | $19,500 | |
| Foreign Tax Paid | $2,782 | $2,782 |
Comments