OWENOKE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OWENOKE FOUNDATION (EIN 22-3483048)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-08-16
IRS object ID
202342289349100404
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-16T08:49:30-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223483048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OWENOKE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O AVERY ROCKEFELLER III PRESIDENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOWENBusinessNameControlTxt
Phone8605739683PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113 RICE FIELD PLACEAddressLine1Txt
CitySHELDONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29941ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVERY ROCKEFELLER IIIPersonNm
Person TitlePRESIDENT AND DIRECTORPersonTitleTxt
Phone8605739683PhoneNum
Signature2023-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAVERYPersonFirstNm
Person LastROCKEFELLER IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone9592007000PhoneNum
Preparation2023-08-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,766,366FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$301,242DividendsRevAndExpnssAmt
Dividends Net Invst Incm$301,242DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$308,778NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,435,350GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$308,778CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$610,020TotalRevAndExpnssAmt
Total Net Invst Incm$610,020TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,156AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,578AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,578AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$97,808OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$97,808OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,771TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$117,735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$102,386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,578TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$590,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$590,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$707,735TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$102,386TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$594,578TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$97,715ExcessRevenueOverExpensesAmt
Net Investment Income$507,634NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,667CashBOYAmt
Cash EOY$48,740CashEOYAmt
Cash EOYFMV$48,740CashEOYFMVAmt
Sav And Temp Cash Invst BOY$126,533SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,465SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,465SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,937,280CorporateStockBOYAmt
Corporate Stock EOY$10,219,020CorporateStockEOYAmt
Corporate Stock EOYFMV$10,219,020CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,371,835CorporateBondsBOYAmt
Corporate Bonds EOY$2,458,141CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,458,141CorporateBondsEOYFMVAmt
Total Assets BOY$13,474,315TotalAssetsBOYAmt
Total Assets EOY$12,766,366TotalAssetsEOYAmt
Total Assets EOYFMV$12,766,366TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,474,315NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$12,766,366NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,474,315TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,766,366TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,474,315TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,766,366TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,474,315TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$97,715ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,376,600SubtotalAmt
Other Decreases$610,234OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,766,366TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,435,350GrossSalesPriceAmt
Cost Or Other Basis$1,126,572CostOrOtherBasisAmt
Gain Or Loss$308,778GainOrLossAmt
Gains Minus Excess Or Losses$308,778GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$308,778CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,056InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,056SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,056TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$314EsPenaltyAmt
Overpayment$2,630OverpaymentAmt
Applied To ES Tax$2,630AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAVERY ROCKEFELLER IIIIndividualWithBooksNm
Phone8605739683PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113 RICE FIELD PLACEAddressLine1Txt
CitySHELDONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29941ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AVERY ROCKEFELLER III
13 RICE FIELD PLACESHELDONSC29941PRESIDENT AND DIRECTOR0.25$0$0$0
MARY RUNESTAD
3703 BARN VIEW ROADDURHAMNC27705SECRETARY AND DIRECTOR0.25$0$0$0
MONICA ROCKEFELLER
13 RICE FIELD PLACESHELDONSC29941DIRECTOR0.25$0$0$0
RODNEY RUNESTAD
3703 BARN VIEW ROADDURHAMNC27705DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HSBCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1452 FIFTH AVE 6TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENTServiceTypeTxt
Compensation$97,808CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,922,550AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,681AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,944,231TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,944,231AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$194,163CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,750,068NetVlNoncharitableAssetsAmt
Minimum Investment Return$637,503MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$637,503MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,056TaxBasedOnInvestmentIncomeAmt
Total Tax$7,056TotalTaxAmt
Distributable Before Adj$630,447DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$630,447DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$630,447DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$594,578ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$594,578QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$630,447DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$27,366ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,512ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,592ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$72,470TotalExcessDistributionCyovAmt
Qualifying Distributions$594,578QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$594,578AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$35,869ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$35,869ExcessDistributionCyovAppCYAmt
Total Corpus$36,601TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$36,601ExcessDistriCyovToNextYrAmt
Excess From Year2$17,009ExcessFromYear2Amt
Excess From Year1$19,592ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADIRONDACK COUNCIL
103 HAND AVENUEELIZABETHTOWNNY12932PUBLIC CHARITYGENERAL SUPPORT$30,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902PUBLIC CHARITYGENERAL SUPPORT$25,000
AMI KIDS BEAUFORT
5915 BENJAMIN CENTER DRIVEBEAUFORTSC33634PUBLIC CHARITYGENERAL SUPPORT$20,000
CARACEN
1460 COLUMBIA ROAD NW NO C-1WASHINGTONDC200094764PUBLIC CHARITYGENERAL SUPPORT$10,000
CHOP FOUNDATION
34TH STREET AND DIVIC CENTER BLVDPHILADELPHIAPA19104PUBLIC CHARITYGENERAL SUPPORT$10,000
CONNECTICUT CHILDREN'S MEDICAL CENTER
60 HARTLAND STREET 4TH FLOOREAST HARTFORDCT06108PUBLIC CHARITYGENERAL SUPPORT$25,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PUBLIC CHARITYGENERAL SUPPORT$12,000
FIRST PRESBYTERIAN CHURCH OF NEW CANAAN
178 OENOKE RIDGE ROADNEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$4,000
FOODSHARE
475 WOODLAND AVENUEBLOOMFIELDCT06002PUBLIC CHARITYGENERAL SUPPORT$22,000
GALA HISPANIC THEATER
3333 14TH ST NWWASHINGTONDC20010PUBLIC CHARITYGENERAL SUPPORT$5,000
GOOD NEIGHBOR MEDICAL CLINIC
974 RIBAUT RDBEAUFORTSC29902PUBLIC CHARITYGENERAL SUPPORT$18,000
GOOD SHEPARD FOOD BANK OF MAINE
3121 HOTEL RDAUBURNME04210PUBLIC CHARITYGENERAL SUPPORT$15,000
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STREETDURHAMNC27701PUBLIC CHARITYGENERAL SUPPORT$20,000
HANDS ON HARTFORD
330 MAIN STREET 3RD FLOORHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$14,000
HOPEFUL HORIZONS
PO BOX 1775BEAUFORTSC299011775PUBLIC CHARITYGENERAL SUPPORT$15,000
KINGSWOOD-OXFORD SCHOOL
170 KINGSWOOD ROADWEST HARTFORDCT06119PUBLIC CHARITYGENERAL SUPPORT$5,000
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREETHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$15,000
LOWCOUNTRY FOOD BANK
2864 AZALEA DRIVECHARLESTONSC29405PUBLIC CHARITYGENERAL SUPPORT$25,000
LOWCOUNTRY HABITAT FOR HUMANITY
612 PARRIS ISLAND GATEWAYBEAUFORTSC29906PUBLIC CHARITYGENERAL SUPPORT$15,000
LUTHERAN WORLD RELIEF
700 LIGHT STREETBALTIMOREMD21230PUBLIC CHARITYGENERAL SUPPORT$20,000
MARY'S PLACE
POQUONOCK AVENUEWINDSORCT06095PUBLIC CHARITYGENERAL SUPPORT$5,000
NATURE CONSERVANCY OF SOUTH CAROLINA
1417 STUART ENGALS BLVD 100MT PLEASANTSC29464PUBLIC CHARITYGENERAL SUPPORT$15,000
NEW CANAAN GROUP HOME
162 SOUTH AVENUENEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$25,000
ORANGE CONGREGATIONS IN MISSION
300 MILLSTONE DRHILLSBOROUGHNC272788777PUBLIC CHARITYGENERAL SUPPORT$4,000
PARKTOWN FOOD HUB
5123 REVERE ROADDURHAMNC277132420PUBLIC CHARITYGENERAL SUPPORT$20,000
PIPER THEATER PRODUCTIONS
332 5TH STREET 5FBROOKLYNNY11213PUBLIC CHARITYGENERAL SUPPORT$5,000
PLANNED PARENTHOOD OF SOUTH ATLANTIC
100 S BOYLAN AVERALEIGHNC27603PUBLIC CHARITYGENERAL SUPPORT$21,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENSC06511PUBLIC CHARITYGENERAL SUPPORT$16,000
PORT ROYAL SOUND FOUNDATION
310 OKATIE HWYOKATIESC29909PUBLIC CHARITYGENERAL SUPPORT$4,000
PUBLIC LIBRARY FOUNDATION OF BEAUFORT
311 SCOTT STREET SUITE 102BEAUFORTSC29902PUBLIC CHARITYGENERAL SUPPORT$7,000
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06881PUBLIC CHARITYGENERAL SUPPORT$15,000
ST MICHAELS LUTHERAN CHURCH
45 OENOKE RIDGE ROADNEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$23,000
ST PAUL'S LUTHERAN CHURCH
1200 WEST CORNWALLIS ROADDURHAMNC277055731PUBLIC CHARITYGENERAL SUPPORT$39,000
TEAM TOBATI INC
9 ROGERS PLACENEW BRITAINCT06051PUBLIC CHARITYGENERAL SUPPORT$6,000
THE V FOUNDATION FOR CANCER RESEARCH
100 TOWERVIEW COURTCARYNC27513PUBLIC CHARITYGENERAL SUPPORT$20,000
TOWN PLAYERS OF NEW CANAAN
PO BOX 201NEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$10,000
UNC HEALTH FOUNDATION
123 W FRANKLIN ST STE 510CHAPEL HILLNC275162684PUBLIC CHARITYGENERAL SUPPORT$10,000
URBAN MINISTRIES OF DURHAM
410 LIBERTY STREETDURHAMNC27701PUBLIC CHARITYGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$590,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$301,242ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$308,778ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$610,020ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$610,020TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNONERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$9,156Amt
Net Investment Income$4,578NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,578DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$2,458,141EOYBookValueAmt
EOYFMV$2,458,141EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$10,219,020EOYBookValueAmt
EOYFMV$10,219,020EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET CHANGE IN UNREALIZED GAINDesc
Amt$610,234Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$97,808Amt
Net Investment Income$97,808NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$10,365$0$0
DE FILING FEES$406$0$0

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