VINCENT DOWLING FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VINCENT DOWLING FAMILY FOUNDATION INC (EIN 02-0709433)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349103829
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T17:34:12-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-11 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520193195000102 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,232,422 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $188,859 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $188,859 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $526,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $883,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,172 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90,371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $89,430 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $864,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,021,436 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $30,076 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $88,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,093 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $327,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $327,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $418,884 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $944,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,687,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,249,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,249,250 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,692,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,305,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,994,789 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,463,395 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,706,875 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,988,383 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,843,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,261,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,232,422 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $21,843,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,261,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,843,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,261,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,843,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,261,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,843,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $418,884 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,261,972 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,261,972 | 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 | $883,249 | $229,160 | $654,089 | $654,089 |
| Passthrough K1 Capital Gain/(Loss) | $31,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,172 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,546,393 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,463,973 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108524 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $354,412 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,179,752 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $777,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,166,061 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042773 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,151,951 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,309,395 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.297639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,313,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,131,551 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.327063 | DistributionYr5Rt |
| Total Distribution | 0.791978 | TotalDistributionRt |
| Average Distribution | 0.158396 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,143,577 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,665,850 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,443 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,675,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $338,099 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,887 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,887 | SubtotalAmt |
| Tax Based On Investment Income | $18,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,458 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,458 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,571 | OverpaymentAmt |
| Applied To ES Tax | $2,571 | 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 | $7,270,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,308,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,917,284 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,496,017 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,496,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $352,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,143,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,157,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,157,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,887 | TotalTaxAmt |
| Distributable Before Adj | $1,138,292 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,138,292 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,138,292 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,099 | 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 | $338,099 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $338,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,138,292 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $3,190,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,449,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,640,413 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,099 | QualifyingDistributionsAmt |
| Applied To Current Year | $338,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $800,193 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $800,193 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,840,220 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,840,220 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,390,301 | ExcessFromYear4Amt |
| Excess From Year1 | $1,449,919 | ExcessFromYear1Amt |
| 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 (34 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 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | Jim and Joanne Slattery Scholarship Fund | $1,000 |
| CHARTER OAK AMATEUR BOXING ACADEMY | |||||||
| 81 POPE PARK HWY | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $250 |
| 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 | Service Trip to Guatemala - November 2018 | $250 |
| COVENANT HOUSE NEW JERSEY INC | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | N/A | PC | Night of Broadway Stars 2018 Program | $5,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION INC | |||||||
| 200 S PARK RD STE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | Charitable Event | $1,000 |
| FLORENCE GRISWOLD MUSEUM INC | |||||||
| 96 LYME ST | OLD LYME | CT | 06371 | N/A | PC | General & Unrestricted | $15,000 |
| 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 | $40,000 |
| 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 |
| KINGSWOOD OXFORD SCHOOL INC | |||||||
| 170 KINGSWOOD RD | WEST HARTFORD | CT | 06119 | N/A | PC | General & Unrestricted | $5,000 |
| LYME LAND CONSERVATION TRUST INC | |||||||
| PO BOX 1002 | LYME | CT | 06371 | N/A | PC | General & Unrestricted | $1,000 |
| MAYO CLINIC | |||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | N/A | PC | the Mayo Clinic Healthy Living Program in Pediatric Obesity | $100,000 |
| NATURE CONSERVANCY - CONNECTICUT CHAPTER | |||||||
| 55 CHURCH ST FL 3 | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $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 | $12,000 |
| ST PETER CLAVER R C CHURCH CORP | |||||||
| 47 PLEASANT ST | WEST HARTFORD | CT | 06107 | N/A | PC | General & Unrestricted | $1,000 |
| TAFT SCHOOL CORPORATION | |||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | N/A | PC | General & Unrestricted | $1,000 |
| TALCOTT MOUNTAIN SCIENCE CENTER FOR STUDENT INVOLV | |||||||
| 324 MONTEVIDEO RD | AVON | CT | 06001 | N/A | PC | General & Unrestricted | $5,000 |
| 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 PARTNERSHIP FOR INNER-CITY EDUCATION | |||||||
| 1011 1ST AVE NO 1856 | NEW YORK | NY | 10022 | N/A | PC | Scholarship fund for Student at a Partnership School - 3 years of Middle School | $5,000 |
| THE VILLAGE FOR FAMILIES & CHILDREN INC | |||||||
| 1680 ALBANY AVE | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED WAY INC | |||||||
| 30 LAUREL ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $25,000 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | N/A | PC | the Men's Basketball program | $25,000 |
| WADSWORTH ATHENEUM MUSEUM OF ART | |||||||
| 600 MAIN ST | HARTFORD | CT | 06103 | N/A | PC | General & Unrestricted | $25,000 |
| WOLCOTT VOLUNTEER AMBULANCE ASSOCIATION INC | |||||||
| PO BOX 6066 | WOLCOTT | CT | 06716 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $327,000 | 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 | $188,859 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,975 | 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 | $526,957 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$1,059 | 14 | $83,673 |
| Federal Tax Refund | 01 | $2,000 | ||
| INCOME FROM BORROWED SECURITIES | 01 | $5,757 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,059 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $865,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $864,162 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER OVERSEAS GP LTD | $3,690,472 | $572,964 |
| BERKLEY W R CP | $79,575 | $184,775 |
| SS&C TECHNOLOGIES INC | $2,144,500 | $4,511,000 |
| TRAVELERS COMPANIES INC | $342,125 | $598,750 |
| TRUPANION INC | $49,175 | $127,300 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BEEKMAN INVESTMENT PARTNERS II | $1,116,368 | $1,193,304 |
| BEEKMAN INVESTMENT PARTNERS IV | $0 | $0 |
| BIP FEEDER AIV III - BAF, LP | $195,310 | $195,120 |
| BIP FEEDER AIV III - ELITE ISI | $129,011 | $236,128 |
| BIP FEEDER AIV III - NEW VISIO | $159,470 | $162,683 |
| BIP FEEDER AIV III - OWM, LP | $436,540 | $667,155 |
| TITAN CORPORATE EQUITY OPPORTU | $339,410 | $186,000 |
| VESTIGO VENTURES FUND 1, L.P | $330,766 | $347,993 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,074 | $11,074 | |
| Bank Charges | $70 | $70 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $55,000 | $55,000 | |
| K-1 Exp BIP FEEDER AIV III - B | $223 | $223 | |
| K-1 Exp BIP FEEDER AIV III - E | $223 | $223 | |
| K-1 Exp BIP FEEDER AIV III - N | $278 | $278 | |
| K-1 Exp BIP FEEDER AIV III - O | $280 | $280 | |
| K-1 Exp VESTIGO VENTURES FUND | $21,029 | $21,019 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BEEKMAN INVESTMENT PARTNERS III, LP | $79,919 | $79,919 |
| K-1 Inc/Loss VESTIGO VENTURES FUND 1, L.P | $2,695 | $3,754 |
| Federal Tax Refund | $2,000 | |
| INCOME FROM BORROWED SECURITIES | $5,757 | $5,757 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $19,400 |
| 990-PF Extension for 2017 | $10,464 |
| 990-T Estimated Tax for 2018 | $212 |
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