OWENOKE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
OWENOKE FOUNDATION (EIN 22-3483048)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-08-24
IRS object ID
202012379349100116
Schema version
2018v3.2
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)
Return2020-08-24T11:40:58-05:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

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 Begin2018-12-01TaxPeriodBeginDt

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
Signature2020-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA MCGOWANPreparerPersonNm
PTINP00184514PTIN
Phone9592007000PhoneNum
Preparation2020-08-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.37IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-07IPDt
IP Tm12:21:45IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3A16AF227DFFBEB6A54D665AEE301AB9EC7A606CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,957,702FMVAssetsEOYAmt
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$289,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$289,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,386NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$92,386CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$382,159TotalRevAndExpnssAmt
Total Net Invst Incm$382,159TotalNetInvstIncmAmt
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$7,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$79,768OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$79,768OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$87,568TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$83,668TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$550,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$550,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$637,568TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$83,668TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$553,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$255,409ExcessRevenueOverExpensesAmt
Net Investment Income$298,491NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,858CashBOYAmt
Cash EOY$16,059CashEOYAmt
Cash EOYFMV$16,059CashEOYFMVAmt
Other Investments BOY$10,358,655OtherInvestmentsBOYAmt
Other Investments EOY$10,941,643OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,941,643OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,382,513TotalAssetsBOYAmt
Total Assets EOY$10,957,702TotalAssetsEOYAmt
Total Assets EOYFMV$10,957,702TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$10,382,513UnrestrictedBOYAmt
Unrestricted EOY$10,957,702UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$10,382,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,957,702TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,382,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,957,702TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,382,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$255,409ExcessRevenueOverExpensesAmt
Other Increases$830,598OtherIncreasesAmt
Subtotal$10,957,702SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,957,702TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyREALIZED GAINPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$92,386GainOrLossAmt
Gains Minus Excess Or Losses$92,386GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$92,386CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$504,076AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,633,836NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047403DistributionYr1Rt
Adjusted Qlfy Distri Yr2$504,020AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,173,532NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049542DistributionYr2Rt
Adjusted Qlfy Distri Yr3$503,432AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,467,428NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053175DistributionYr3Rt
Adjusted Qlfy Distri Yr4$503,635AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,282,614NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048979DistributionYr4Rt
Adjusted Qlfy Distri Yr5$503,300AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,649,786NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047259DistributionYr5Rt
Total Distribution0.246358TotalDistributionRt
Average Distribution0.049272AverageDistributionRt
Net Vl Noncharitable Assets$10,590,373NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$521,809AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,985NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$524,794AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$553,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,985InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,985SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,985TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$114EsPenaltyAmt
Tax Due$3,099TaxDueAmt

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 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 Line122 SQUIRREL HILL ROADAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
22 SQUIRREL HILL ROADWEST HARTFORDCT06107PRESIDENT AND DIRECTOR0.25$0$0$0
MARY RUNESTAD
716 PONUS RIDGE ROADNEW CANAANCT06840SECRETARY AND DIRECTOR0.25$0$0$0
MONICA ROCKEFELLER
22 SQUIRREL HILL ROADWEST HARTFORDCT06107DIRECTOR0.25$0$0$0
RODNEY RUNESTAD
716 PONUS RIDGE ROADNEW CANAANCT06840DIRECTOR0.25$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$79,769CompensationAmt
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$10,705,759AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,889AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,751,648TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,751,648AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,275CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,590,373NetVlNoncharitableAssetsAmt
Minimum Investment Return$529,519MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$529,519MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,985TaxBasedOnInvestmentIncomeAmt
Total Tax$2,985TotalTaxAmt
Distributable Before Adj$526,534DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$526,534DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$526,534DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$553,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$553,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,985PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$550,915AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$526,534DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$8,351ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$8,351TotalExcessDistributionCyovAmt
Qualifying Distributions$553,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$526,534AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,366RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$35,717TotalCorpusAmt
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$35,717ExcessDistriCyovToNextYrAmt
Excess From Year3$8,351ExcessFromYear3Amt
Excess From Current Year$27,366ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 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$35,000
AMI KIDS BEAUFORT
5915 BENJAMIN CENTER DRIVEBEAUFORTSC33634PUBLIC CHARITYGENERAL SUPPORT$20,000
CARACEN
1460 COLUMBIA ROAD NW NO C-1WASHINGTONDC200094764PUBLIC CHARITYGENERAL SUPPORT$4,000
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
EASTER SEALS MAINE INC
125 PRESMPSCOT STREETPORTLANDME041035225PUBLIC CHARITYGENERAL SUPPORT$10,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PUBLIC CHARITYGENERAL SUPPORT$5,000
FIRST PRESBYTERIAN CHURCH OF NEW CANAAN
178 OENOKE RIDGE ROADNEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$3,500
FOODSHARE
475 WOODLAND AVENUEBLOOMFIELDCT06002PUBLIC CHARITYGENERAL SUPPORT$12,000
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STREETDURHAMNC27701PUBLIC CHARITYGENERAL SUPPORT$20,000
HANDS ON HARTFORD
330 MAIN STREET 3RD FLOORHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$15,000
HOPEFUL HORIZONS
PO BOX 1775BEAUFORTSC299011775PUBLIC CHARITYGENERAL SUPPORT$12,000
INSPIRICA INC
141 FRANKLIN STREETSTAMFORDCT06901PUBLIC CHARITYGENERAL SUPPORT$10,000
KINGSWOOD-OXFORD SCHOOL
170 KINGSWOOD ROADWEST HARTFORDCT06119PUBLIC CHARITYGENERAL SUPPORT$45,000
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREETHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$15,000
LOWCOUNTRY FOOD BANK
2864 AZALEA DRIVECHARLESTONSC29405PUBLIC CHARITYGENERAL SUPPORT$15,000
LOWCOUNTRY HABITAT FOR HUMANITY
612 PARRIS ISLAND GATEWAYBEAUFORTSC29906PUBLIC CHARITYGENERAL SUPPORT$6,000
LUTHERAN WORLD RELIEF
700 LIGHT STREETBALTIMOREMD21230PUBLIC CHARITYGENERAL SUPPORT$20,000
MARY'S PLACE
POQUONOCK AVENUEWINDSORCT06095PUBLIC CHARITYGENERAL SUPPORT$5,000
MEDICAL FOUNDATION OF NORTH CAROLINA
123 W FRANKLIN ST STE 510CHAPEL HILLNC275162684PUBLIC CHARITYGENERAL SUPPORT$10,000
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$20,000
ORANGE CONGREGATIONS IN MISSION
300 MILLSTONE DRHILLSBOROUGHNC272788777PUBLIC CHARITYGENERAL SUPPORT$2,500
PIPER THEATER PRODUCTIONS
332 5TH STREET 5FBROOKLYNNY11213PUBLIC CHARITYGENERAL SUPPORT$2,000
PLANNED PARENTHOOD OF SOUTH ATLANTIC
100 S BOYLAN AVERALEIGHNC27603PUBLIC CHARITYGENERAL SUPPORT$20,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENSC06511PUBLIC CHARITYGENERAL SUPPORT$15,000
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06881PUBLIC CHARITYGENERAL SUPPORT$15,000
SCOTT CARTER FOUNDATION
PO BOX 700448TULSAOK74170PUBLIC CHARITYGENERAL SUPPORT$7,000
ST MICHAELS LUTHERAN
45 OENOKE RIDGE ROADNEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$15,000
ST PAUL'S LUTHERAN CHURCH
1200 WEST CORNWALLIS ROADDURHAMNC277055731PUBLIC CHARITYGENERAL SUPPORT$35,000
STAR OF HOPE
PO BOX 427ELLINGWOODKS67526PUBLIC CHARITYGENERAL SUPPORT$6,000
TEAM TOBATI INC
9 ROGERS PLACENEW BRITAINCT06051PUBLIC CHARITYGENERAL SUPPORT$20,000
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
URBAN MINISTRIES OF DURHAM
410 LIBERTY STREETDURHAMNC27701PUBLIC CHARITYGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$550,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$289,773ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$92,386ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$382,159ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$382,159TotalIncomeProducingActyAmt

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)
CategoryLEGAL & ACCOUNTING FEESCategoryTxt
Amt$7,800Amt
Net Investment Income$3,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,900DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemHSBC INVESTMENTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$10,941,643BookValueAmt
EOYFMV$10,941,643EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$830,598Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$79,768Amt
Net Investment Income$79,768NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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