OWENOKE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OWENOKE FOUNDATION (EIN 22-3483048)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-10-13
IRS object ID
202502869349100205
Schema version
2023v6.0
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)
Return2025-10-13T10:09:51-05:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

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 Begin2023-12-01TaxPeriodBeginDt

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
Signature2025-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKYPreparerPersonNm
PTINP01273422PTIN
Phone9592007000PhoneNum
Preparation2025-10-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,001,494FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$72InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$384,091DividendsRevAndExpnssAmt
Dividends Net Invst Incm$384,091DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,017,762NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,110,120GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,017,762CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$321OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$321OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,402,246TotalRevAndExpnssAmt
Total Net Invst Incm$1,402,246TotalNetInvstIncmAmt
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$8,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$115,629OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$115,629OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,484TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$129,513TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119,829TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$879,513TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119,829TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$754,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$522,733ExcessRevenueOverExpensesAmt
Net Investment Income$1,282,417NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$93,014CashBOYAmt
Cash EOY$102,523CashEOYAmt
Cash EOYFMV$102,523CashEOYFMVAmt
Sav And Temp Cash Invst BOY$67,792SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,501SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,501SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,247,784CorporateStockBOYAmt
Corporate Stock EOY$12,576,133CorporateStockEOYAmt
Corporate Stock EOYFMV$12,576,133CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,605,753CorporateBondsBOYAmt
Corporate Bonds EOY$3,291,337CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,291,337CorporateBondsEOYFMVAmt
Total Assets BOY$13,014,343TotalAssetsBOYAmt
Total Assets EOY$16,001,494TotalAssetsEOYAmt
Total Assets EOYFMV$16,001,494TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,014,343NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,001,494NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,014,343TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,001,494TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,014,343TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,001,494TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,014,343TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$522,733ExcessRevenueOverExpensesAmt
Other Increases$2,464,418OtherIncreasesAmt
Subtotal$16,001,494SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,001,494TotNetAstOrFundBalancesEOYAmt

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$3,110,120GrossSalesPriceAmt
Cost Or Other Basis$2,092,358CostOrOtherBasisAmt
Gain Or Loss$1,017,762GainOrLossAmt
Gains Minus Excess Or Losses$1,017,762GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,017,762CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,826InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,826SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,826TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,329EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,360ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,689TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$612EsPenaltyAmt
Tax Due$7,749TaxDueAmt

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$115,629CompensationAmt
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$14,911,574AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,681AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,997,255TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,997,255AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$224,959CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,772,296NetVlNoncharitableAssetsAmt
Minimum Investment Return$738,615MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$738,615MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,826TaxBasedOnInvestmentIncomeAmt
Total Tax$17,826TotalTaxAmt
Distributable Before Adj$720,789DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$720,789DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$720,789DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$754,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$754,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$720,789DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$17,009ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,592ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$10,908ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$47,509TotalExcessDistributionCyovAmt
Qualifying Distributions$754,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$720,789AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,411RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$80,920TotalCorpusAmt
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$80,920ExcessDistriCyovToNextYrAmt
Excess From Year4$17,009ExcessFromYear4Amt
Excess From Year3$19,592ExcessFromYear3Amt
Excess From Year1$10,908ExcessFromYear1Amt
Excess From Current Year$33,411ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 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$23,000
CARACEN
1460 COLUMBIA ROAD NW NO C-1WASHINGTONDC200094764PUBLIC CHARITYGENERAL SUPPORT$10,000
CHOP FOUNDATION
34TH STREET AND DIVIC CENTER BLVDPHILADELPHIAPA19104PUBLIC CHARITYGENERAL SUPPORT$15,000
CONNECTICUT CHILDREN'S MEDICAL CENTER
60 HARTLAND STREET 4TH FLOORHARTFORDCT06108PUBLIC CHARITYGENERAL SUPPORT$30,000
CONNECTICUT FOODSHARE
2 RESEARCH PARKWAYWALLINGFORDCT06492PUBLIC CHARITYGENERAL SUPPORT$25,000
CURTAIN CALL
1349 NEWFIELD AVESTAMFORDCT06902PUBLIC CHARITYGENERAL SUPPORT$15,000
DOCTORS WITHOUT BOARDERS
PO BOX 5030HAGERSTOWNMD217415030PUBLIC CHARITYGENERAL SUPPORT$15,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PUBLIC CHARITYGENERAL SUPPORT$15,000
FEDCAP INC MAINEVETERANS FORWARD
220 MAINE MALL RDSOUTH PORTLANDME04106PUBLIC CHARITYGENERAL SUPPORT$15,000
FIRST PRESBYTERIAN CHURCH OF NEW CANAAN
178 OENOKE RIDGE ROADNEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$5,000
GALA HISPANIC THEATER
3333 14TH ST NWWASHINGTONDC20010PUBLIC CHARITYGENERAL SUPPORT$5,000
GOOD NEIGHBOR MEDICAL CLINIC
974 RIBAUT RDBEAUFORTSC29902PUBLIC CHARITYGENERAL SUPPORT$20,000
GOOD SHEPARD FOOD BANK OF SOUTHERN MAINE
3121 HOTEL RDAUBURNME04210PUBLIC CHARITYGENERAL SUPPORT$10,000
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STREETDURHAMNC27701PUBLIC CHARITYGENERAL SUPPORT$25,000
HANDS ON HARTFORD
330 MAIN STREET 3RD FLOORHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$15,000
HOPEFUL HORIZONS
PO BOX 1775BEAUFORTSC299011775PUBLIC CHARITYGENERAL SUPPORT$20,000
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$20,000
LUTHERAN WORLD RELIEF
700 LIGHT STREETBALTIMOREMD21230PUBLIC CHARITYGENERAL SUPPORT$50,000
MARY'S PLACE
POQUONOCK AVENUEWINDSORCT06095PUBLIC CHARITYGENERAL SUPPORT$5,000
NATURE CONSERVANCY OF SOUTH CAROLINA
1417 STUART ENGALS BLVD 100MT PLEASANTSC29464PUBLIC CHARITYGENERAL SUPPORT$20,000
NEW CANAAN GROUP HOME INC
162 SOUTH AVENUENEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$25,000
ORANGE CONGREGATIONS IN MISSION
300 MILLSTONE DRHILLSBOROUGHNC272788777PUBLIC CHARITYGENERAL SUPPORT$5,000
PARKTOWN FOOD HUB
5123 REVERE ROADDURHAMNC277132420PUBLIC CHARITYGENERAL SUPPORT$25,000
PIPER THEATRE PRODUCTIONS
332 5TH STREET 5FBROOKLYNNY11213PUBLIC CHARITYGENERAL SUPPORT$5,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511PUBLIC CHARITYGENERAL SUPPORT$20,000
PLANNED PARENTHOOD SOUTH ATLANTIC
100 S BOYLAN AVERALEIGHNC27603PUBLIC CHARITYGENERAL SUPPORT$25,000
PORT ROYAL SOUND FOUNDATION
310 OKATIE HWYOKATIESC29909PUBLIC CHARITYGENERAL SUPPORT$10,000
PUBLIC LIBRARY FOUNDATION OF BEAUFORT
311 SCOTT STREET SUITE 102BEAUFORTSC29902PUBLIC CHARITYGENERAL SUPPORT$7,000
REAL ART WAYS
901 BAY STHARTFORDCT29902PUBLIC CHARITYGENERAL SUPPORT$10,000
RONALD MCDONALD HOUSE CHARITIES TRIANGE
506 ALEXANDER AVEDURHAMNC27705PUBLIC CHARITYGENERAL SUPPORT$10,000
SAVE THE CHILDREN
54 WILTON ROADFAIRFIELDCT06881PUBLIC CHARITYGENERAL SUPPORT$15,000
SCOTT CARTER FOUNDATION
PO BOX 700448TULSAOK741700448PUBLIC CHARITYGENERAL SUPPORT$10,000
ST MICHAEL'S LUTHERAN CHURCH
45 OENOKE RIDGE ROADNEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$30,000
ST PAUL'S LUTHERAN CHURCH
1200 WEST CORNWALLIS ROADDURHAMNC277055731PUBLIC CHARITYGENERAL SUPPORT$50,000
URBAN MINISTRIES OF DURHAM
410 LIBERTY STREETDURHAMNC27701PUBLIC CHARITYGENERAL SUPPORT$25,000
V FOUNDATION FOR CANCER RESEARCH
14600 WESTON PKWYCARYNC27513PUBLIC CHARITYGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$750,000TotalGrantOrContriPdDurYrAmt
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$72ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$384,091ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,017,762ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion43ExclusionCd
Exclusion$321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,402,246ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,402,246TotalIncomeProducingActyAmt

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$8,400Amt
Net Investment Income$4,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,200DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$3,291,337EOYBookValueAmt
EOYFMV$3,291,337EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$12,576,133EOYBookValueAmt
EOYFMV$12,576,133EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$321RevenueAndExpensesPerBooksAmt
Net Investment Income$321NetInvestmentIncomeAmt
Adjusted Net Income$321AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET CHANGE IN UNREALIZED GAINDesc
Amt$2,464,418Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$115,629Amt
Net Investment Income$115,629NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$5,484Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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