BETA

CHRISTINA AND ROBERT DOW FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHRISTINA AND ROBERT DOW FOUNDATION (EIN 13-6879648)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-10-04
IRS object ID
202102779349100510
Schema version
2019v5.2
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)
Return2021-10-04T10:01:57-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

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 Line1101 CRAWFORDS CORNER ROAD SUITEAddressLine1Txt
Address Line22316AddressLine2Txt
CityHOLMDELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07733ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136879648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHRISTINA AND ROBERT DOW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone7323808615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line159 NORTH BEACH RDAddressLine1Txt
CityHOBE SOUNDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33455ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT DOWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7323808615PhoneNum
Signature2021-09-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER KRAHLING CPAPreparerPersonNm
PTINP01043248PTIN
Phone7325780700PhoneNum
Preparation2021-09-28PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$191,876,899FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24,779InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,779InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,494,949DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,494,949DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$912,531NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,382,984GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$912,531CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$270,545OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$270,545OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$11,702,804TotalRevAndExpnssAmt
Total Net Invst Incm$6,702,804TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,138AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,137AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$151,700TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,076OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,076OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$169,051TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,138TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,213TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,614,001ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,614,001ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,783,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,138TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,623,214TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$919,752ExcessRevenueOverExpensesAmt
Net Investment Income$6,694,666NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$263,340CashBOYAmt
Cash EOY$1,018,619CashEOYAmt
Cash EOYFMV$1,018,619CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,360,923SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,476,587SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,476,587SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$159,474,420OtherInvestmentsBOYAmt
Other Investments EOY$172,882,714OtherInvestmentsEOYAmt
Other Investments EOYFMV$186,381,693OtherInvestmentsEOYFMVAmt
Total Assets BOY$162,098,683TotalAssetsBOYAmt
Total Assets EOY$178,377,920TotalAssetsEOYAmt
Total Assets EOYFMV$191,876,899TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$162,098,683RetainedEarningBOYAmt
Retained Earning EOY$178,377,920RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$162,098,683TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$178,377,920TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$162,098,683TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$178,377,920TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$162,098,683TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$919,752ExcessRevenueOverExpensesAmt
Other Increases$15,359,485OtherIncreasesAmt
Subtotal$178,377,920SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$178,377,920TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
PUBLIC TRADED SECURITIESP$2,382,984$2,382,984$2,382,984
PUBLIC TRADED SECURITIESP-$1,470,453-$1,470,453$1,470,453
FieldValueIRS element (for citing)
Capital Gain Net Income$912,531CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,218,721AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$171,252,523NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065510DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,582,076AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$177,026,893NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.014586DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,892,078AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$152,734,429NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071314DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,048,949AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$145,737,546NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.165015DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,276,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$158,539,584NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.026974DistributionYr5Rt
Total Distribution0.343399TotalDistributionRt
Average Distribution0.068680AverageDistributionRt
Net Vl Noncharitable Assets$166,725,969NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,450,740AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$66,947NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,517,687AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,623,214QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$133,893InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$133,893SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$133,893TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$156,819EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$204,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$360,819TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$595EsPenaltyAmt
Overpayment$226,331OverpaymentAmt
Applied To ES Tax$226,331AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT S DOWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7323808615PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line159 NORTH BEACH RDAddressLine1Txt
CityHOBE SOUNDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33455ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
CHRISTINA SEIX DOW
59 NORTH BEACH RDHOBE SOUNDFL33455TRUSTEE2.00$0$0$0
LINDSAY DOW
59 NORTH BEACH RDHOBE SOUNDFL33455PRESIDENT2.00$0$0$0
ROBERT GERBER
59 NORTH BEACH RDHOBE SOUNDFL33455TRUSTEE2.00$0$0$0
ROBERT S DOW
59 NORTH BEACH RDHOBE SOUNDFL33455TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$162,060,382AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,204,561AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$169,264,943TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$169,264,943AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,538,974CashDeemedCharitableAmt
Net Vl Noncharitable Assets$166,725,969NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,336,298MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,336,298MinimumInvestmentReturnAmt
Tax Based On Investment Income$133,893TaxBasedOnInvestmentIncomeAmt
Total Tax$133,893TotalTaxAmt
Distributable Before Adj$8,202,405DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,202,405DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,202,405DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,623,214ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,623,214QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,623,214AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,202,405DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$11,083,676ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,536,045ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,010,566ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,630,287TotalExcessDistributionCyovAmt
Qualifying Distributions$10,623,214QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,202,405AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,420,809RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,051,096TotalCorpusAmt
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$20,051,096ExcessDistriCyovToNextYrAmt
Excess From Year4$11,083,676ExcessFromYear4Amt
Excess From Year3$3,536,045ExcessFromYear3Amt
Excess From Year1$3,010,566ExcessFromYear1Amt
Excess From Current Year$2,420,809ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHRISTINA SEIX DOWContributingManagerNm
Contributing ManagerROBERT S DOWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRISTINA SEIX ACADEMY
1550 STUYVESANT AVETRENTONNJ08618PCAN UNRESTRICTED GRANT TO FURTHER TO ORGANIZATION'S EXEMPT PURPOSE.$10,611,501
SHILOH COMMUNITY DEVELOPMENT CORPORATION
416 BELLEVUE AVE 405TRENTONNJ08618PCAN UNRESTRICTED GRANT TO FURTHER TO ORGANIZATION'S EXEMPT PURPOSE.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,614,001TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,779ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,494,949ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$912,531ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDSDesc
Exclusion01ExclusionCd
Exclusion$270,545ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,702,804ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,702,804TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CHRISTINA SEIX DOW 2011 GRANTOR TRUST
1500 STANTON CHRISTIANA ROADNEWARKDE19713$2,500,000Yes (X)
ROBERT S DOW 2011 GRANTOR TRUST
2500 STANTON CHRISTIANA ROADNEWARKDE19713$2,500,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICKCategoryTxt
Amt$16,275Amt
Net Investment Income$8,138NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,137DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LA 1429 ALPHA STRATEGY IAT COST$19,811,972$22,645,342
LA 694 HIGH YIELD IAT COST$64,555,712$68,453,744
LA 8888 CREDIT OPPOR IAT COST$67,013,697$72,543,972
LA 1428 MUL ASST BAL OP IAT COST$15,501,333$16,130,085
LA 1428 MUL ASST BAL - 9136AT COST$6,000,000$6,608,550

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINSURANCEDesc
Revenue And Expenses Per Books$1,076RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,076DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDSDesc
Revenue And Expenses Per Books$270,545RevenueAndExpensesPerBooksAmt
Net Investment Income$270,545NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
COST BASIS ADJUSTMENT$11,008,294
BOOK TO TAX ADJUSTMENT ON UNREALIZED STOCK APPRECIATION$4,351,191

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$151,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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