VINCENT DOWLING FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VINCENT DOWLING FAMILY FOUNDATION INC (EIN 02-0709433)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349102811
- Schema version
- 2019v5.1
- 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
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:20:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203215000020 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A26C29E5F40912E873B4E7A5785B2430321D944C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,874,086 | 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 | $583,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $201,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $201,326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $279,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,236,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,612,873 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,064,589 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,774 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83,812 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,371,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,628,775 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $86,579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,669 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $368,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $353,662 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,026 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $454,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $386,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,026 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $632,418 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $632,418 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,087,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $386,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,444 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,284,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,242,444 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,249,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,823,015 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,823,015 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,974,979 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $1,974,979 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,170,608 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,305,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,378,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,920,108 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,706,875 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,369,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,960,355 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,261,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,546,164 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,874,086 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,261,972 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,546,164 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,261,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,546,164 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,261,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,546,164 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,261,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,284,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,546,164 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,546,164 | 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 | $2,612,873 | $548,285 | $2,064,588 | $2,064,588 |
| Passthrough K1 Capital Gain/(Loss) | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,064,589 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,099 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,143,577 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014609 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,546,393 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,463,973 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $354,412 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,179,752 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.015979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $777,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,166,061 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,151,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,309,395 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.297639 | DistributionYr5Rt |
| Total Distribution | 0.479524 | TotalDistributionRt |
| Average Distribution | 0.095905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,476,503 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,347,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,424 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,369,843 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $645,444 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44,849 | SubtotalAmt |
| Tax Based On Investment Income | $44,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,271 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,271 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,422 | OverpaymentAmt |
| Applied To ES Tax | $11,422 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 Dowling | ||||||||
| 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 | $7,793,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,605,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,450,808 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,849,242 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,849,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $372,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,476,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,223,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,223,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,849 | TotalTaxAmt |
| Distributable Before Adj | $1,178,976 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,178,976 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,178,976 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,444 | 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 | $645,444 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $645,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,178,976 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,390,301 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,449,919 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,840,220 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $645,444 | QualifyingDistributionsAmt |
| Applied To Current Year | $645,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $533,532 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $533,532 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,306,688 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,856,769 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,449,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,449,919 | ExcessFromYear2Amt |
| 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST INC | |||||||
| 370 JAMES ST STE 404 | NEW HAVEN | CT | 06513 | N/A | PC | General & Unrestricted | $25,000 |
| AQUINAS AT DARTMOUTH INC | |||||||
| 2 OCCUM RIDGE | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC CHARITIES A COMMUNITY SERVICE MINISTRY OF | |||||||
| 3888 PADUCAH DR | SAN DIEGO | CA | 92117 | N/A | PC | General & Unrestricted | $5,000 |
| CONNECTICUT CHILDRENS MEDICAL CENTER | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $2,500 |
| CONNECTICUT PUBLIC BROADCASTING INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $250 |
| COVENANT HOUSE | |||||||
| 5 PENN PLZ | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $2,500 |
| DAVIDS DRIVE 831 INC | |||||||
| 1 SOMERSET DR | COATESVILLE | PA | 19320 | N/A | PC | General & Unrestricted | $2,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION INC | |||||||
| 200 S PARK RD STE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | General & Unrestricted | $1,000 |
| FLORENCE GRISWOLD MUSEUM INC | |||||||
| 96 LYME ST | OLD LYME | CT | 06371 | N/A | PC | General & Unrestricted | $15,000 |
| FORDHAM UNIVERSITY - LEITNER CENTER FOR INTERNATIO | |||||||
| 150 W 62ND ST 8TH FL | NEW YORK | NY | 10023 | N/A | PC | DeRoy C. Thomas Scholarship Fund | $1,000 |
| FOUNDATION TO ERADICATE DUCHENNE INC | |||||||
| PO BOX 2371 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $1,000 |
| HARTFORD YOUTH SCHOLARS FOUNDATION INC | |||||||
| 129 ALLEN PL | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $50,000 |
| HARTFORD YOUTH SCHOLARS FOUNDATION INC | |||||||
| 129 ALLEN PL | HARTFORD | CT | 06106 | N/A | PC | Summer College Scholarship fund | $17,398 |
| HILL-STEAD MUSEUM | |||||||
| 35 MOUNTAIN RD | FARMINGTON | CT | 06032 | N/A | PC | Charitable Event | $5,000 |
| HORACE BUSHNELL MEMORIAL HALL CORPORATION | |||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $10,000 |
| HOUSE OF BREAD INC | |||||||
| 1453 MAIN ST | HARTFORD | CT | 06120 | N/A | PC | General & Unrestricted | $1,000 |
| I KNOW I CAN | |||||||
| 1108 CITY PARK AVE STE 301 | COLUMBUS | OH | 43206 | N/A | PC | General & Unrestricted | $500 |
| KINGSWOOD OXFORD SCHOOL INC | |||||||
| 170 KINGSWOOD RD | WEST HARTFORD | CT | 06119 | N/A | PC | General & Unrestricted | $5,000 |
| LEADERSHIP PROGRAM OF THE ROCKIES | |||||||
| 1777 S HARRISON ST | DENVER | CO | 80210 | N/A | PC | Charter Oak Leadership Program COLP | $30,000 |
| MARCO ISLAND ACADEMY A PUBLIC CHARTER HIGH SCHOOL | |||||||
| 2255 SAN MARCO RD | MARCO ISLAND | FL | 34145 | N/A | PC | Capital Campaign | $1,250 |
| NEW ENGLAND DISABLED SPORTS FOUNDATION | |||||||
| PO BOX 26 | LINCOLN | NH | 03251 | N/A | SO I | General & Unrestricted | $1,000 |
| OPERATION HEALING FORCES INC | |||||||
| 380 PARK PL BLVD STE 17 | CLEARWATER | FL | 33759 | N/A | PC | General & Unrestricted | $5,000 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVE | NEEDHAM HGTS | MA | 02494 | N/A | PC | Charitable Event | $1,500 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard Business School program | $100,000 |
| PRESIDENT AND TRUSTEES OF BATES COLLEGE | |||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | N/A | PC | Faculty Support and Endowment for The Dowling Family Fund | $175,000 |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | |||||||
| 114 WOODLAND ST | HARTFORD | CT | 06105 | N/A | PC | Hope & Healing program | $500 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER ST | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $500 |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | |||||||
| PO BOX 89367 | TAMPA | FL | 33689 | N/A | PC | General & Unrestricted | $5,000 |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVE | ROXBURY | MA | 02120 | N/A | PC | General & Unrestricted | $250 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $4,270 |
| ST PETER CLAVER R C CHURCH CORP | |||||||
| 47 PLEASANT ST | WEST HARTFORD | CT | 06107 | N/A | PC | General & Unrestricted | $1,000 |
| TEACH FOR AMERICA - CONNECTICUT | |||||||
| 370 JAMES ST STE 404 | NEW HAVEN | CT | 06513 | N/A | PC | General & Unrestricted | $5,000 |
| THE AMERICAN IRELAND FUND | |||||||
| 10 POST OFC SQ STE 1205 | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $5,000 |
| THE MARK TWAIN MEMORIAL | |||||||
| 351 FARMINGTON AVE | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $1,000 |
| THE VILLAGE FOR FAMILIES & CHILDREN INC | |||||||
| 1680 ALBANY AVE | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 7 LEBANON ST STE 302 | HANOVER | NH | 03755 | N/A | PC | Annual Fund | $25,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 7 LEBANON ST STE 302 | HANOVER | NH | 03755 | N/A | PC | replacement & renewal fund for Moosilauke Ravine Lodge | $100,000 |
| UNITED WAY INC | |||||||
| 30 LAUREL ST | HARTFORD | CT | 06106 | N/A | PC | Programs | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $632,418 | 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 | $201,326 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,048 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,236,624 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$13,038 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,812 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$13,038 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,800,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,787,772 | 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 | 190 Farmington Avenue | AddressLine1Txt |
| City | Farmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $583,700 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SS&C TECHNOLOGIES INC SSNC, 10000 sh. | NoncashPropertyDesc |
| Fair Market Value | $583,700 | FairMarketValueAmt |
| Received | 2019-06-07 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER OVERSEAS GP LTD | $3,690,472 | $887,575 |
| AMTRUST FINL SVCS REPSTG 1/40T | $865,428 | $1,813,533 |
| SS&C TECHNOLOGIES INC | $1,822,825 | $5,219,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A&M CAPITAL PARTNERS II, LP | $63,188 | $62,605 |
| AMCP II CLEAN AIV LP | $72,619 | $100,503 |
| ARENA SPECIAL OPPORTUNITIES FU | $1,000,000 | $1,027,778 |
| BEEKMAN INVESTMENT PARTNERS II | $1,515,159 | $1,777,353 |
| BEEKMAN INVESTMENT PARTNERS IV | ||
| BIP FEEDER AIV III - BAF, LP | $194,962 | $330,434 |
| BIP FEEDER AIV III - ELITE ISI | $130,626 | $242,397 |
| BIP FEEDER AIV III - NEW VISIO | $149,428 | $39,168 |
| BIP FEEDER AIV III - OWM, LP | $536,182 | $735,364 |
| TITAN CORPORATE EQUITY OPPORTU | $154,284 | $13,114 |
| VESTIGO VENTURES FUND 1, L.P | $552,997 | $631,639 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,911 | $12,911 | |
| Bank Charges | $120 | $120 | |
| K-1 Exp A&M CAPITAL PARTNERS I | $37,680 | $37,680 | |
| K-1 Exp AMCP II CLEAN AIV LP | $1,811 | $386 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $64,066 | $64,066 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $214,923 | $214,923 | |
| K-1 Exp BIP FEEDER AIV III - B | $1,118 | $1,118 | |
| K-1 Exp BIP FEEDER AIV III - E | $1,539 | $1,539 | |
| K-1 Exp BIP FEEDER AIV III - N | $4,100 | $4,100 | |
| K-1 Exp BIP FEEDER AIV III - O | $4,346 | $4,346 | |
| K-1 Exp VESTIGO VENTURES FUND | $25,554 | $25,384 | |
| State or Local Filing Fees | $115 | $115 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss AMCP II CLEAN AIV LP | -$1,117 | $7,205 |
| K-1 Inc/Loss BEEKMAN INVESTMENT PARTNERS III, LP | $63,298 | $63,298 |
| K-1 Inc/Loss BEEKMAN INVESTMENT PARTNERS IV-B, LP | $7,437 | $7,437 |
| K-1 Inc/Loss VESTIGO VENTURES FUND 1, L.P | -$2,215 | $2,501 |
| INCOME FROM BORROWED SECURITIES | $3,371 | $3,371 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| DL ROBERTS HOLDINGS | ||||||||
| $109,420 | $109,420 | 2019-12 | 2020-05 | PRINCIPAL AND INTEREST UPON MATURITY | 6. | NONE | INVESTMENT | N/A N/A N/A |
| EAS HOLDINGS INC | ||||||||
| $1,553,095 | $1,553,095 | 2019-12 | 2020-06 | PRINCIPAL AND INTEREST UPON MATURITY | 6. | NONE | INVESTMENT | N/A N/A N/A |
| THE POSTAVA FAMILY TRUST DTD 04012008 | ||||||||
| $312,464 | $312,464 | 2019-12 | 2020-05 | PRINCIPAL AND INTEREST UPON MATURITY | 6. | NONE | INVESTMENT | N/A N/A N/A |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $53,700 | |
| 990-T Estimated Tax for 2019 | $210 | |
| STATE TAX WITHHELD BY THE PTSH | $32,669 | $32,669 |
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