VINCENT DOWLING FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VINCENT DOWLING FAMILY FOUNDATION INC (EIN 02-0709433)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202533089349101603
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- 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 | 2025-11-04T14:27:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,785,286 | 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 | $91,522 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $820,833 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $820,833 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $199,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $526,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,500,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $526,547 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$49,695 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$50,784 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,588,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,495,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $40,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $163,975 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $143,773 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,143 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,032,737 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,032,737 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,237,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $351,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,352,014 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,637,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,826,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,826,683 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,637,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,653,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,561,434 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,228,871 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,375,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,397,169 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,504,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,855,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,785,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $31,504,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,855,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,504,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,855,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,504,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,855,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,504,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $351,186 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,855,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,855,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Passthrough K1 Capital Gain/(Loss) | $573,974 | ||||||
| BIP FEEDER AIV III - NEW VISION, LP | -$47,427 | P | 2017-02-02 | 2024-12-31 | $1,500,000 | $1,547,427 | -$47,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $526,547 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,793 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,793 | SubtotalAmt |
| Tax Based On Investment Income | $18,793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,126 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $31,126 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,333 | OverpaymentAmt |
| Applied To ES Tax | $12,333 | 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 (7 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 Bourdon | ||||||||
| 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 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 | $1,973,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,495,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,331,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,800,576 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,800,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $522,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,278,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,713,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,713,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,793 | TotalTaxAmt |
| Distributable Before Adj | $1,695,135 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,695,135 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,695,135 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,880 | 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 | $1,052,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,695,135 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $3,185,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $32,764 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,218,239 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,052,880 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,052,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $642,255 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $642,255 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,575,984 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,575,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,543,220 | ExcessFromYear4Amt |
| Excess From Year1 | $32,764 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Veronica Dowling | ContributingManagerNm |
| Contributing Manager | Vincent J Dowling Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUINAS AT DARTMOUTH INC | |||||||
| 2 OCCUM RIDGE | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $1,000 |
| AVON OLD FARMS SCHOOL INC | |||||||
| 500 OLD FARMS RD | AVON | CT | 06001 | N/A | PC | Inspiring Boys Building Men Campaign | $400,000 |
| CHARTER OAK AMATEUR BOXING ACADEMY | |||||||
| 81 POPE PARK HWY | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $1,000 |
| FLORENCE GRISWOLD MUSEUM | |||||||
| 96 LYME ST | OLD LYME | CT | 06371 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | Hartford Youth Scholars' Summer College Scholarship Fund | $18,737 |
| JOHN'S ISLAND FOUNDATION INC | |||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | N/A | PC | General & Unrestricted | $10,000 |
| KINGSWOOD OXFORD SCHOOL INC | |||||||
| 170 KINGSWOOD RD | WEST HARTFORD | CT | 06119 | N/A | PC | General & Unrestricted | $10,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW TAX | ROCHESTER | MN | 55905 | N/A | PC | General & Unrestricted | $25,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Harvard Business School | $10,000 |
| SCHOOL YEAR ABROAD INC | |||||||
| 120 WATER ST STE 310 | 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 |
| 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 |
| THE AMERICAN IRELAND FUND | |||||||
| 10 POST OFFICE SQ N950 | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Annual Fund | $5,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Friends of Dartmouth Men's Rugby | $2,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Call to Lead Campaign | $500,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6001 PARKHURST HALL STE 207 | HANOVER | NH | 03755 | N/A | PC | Friends of Dartmouth Football | $2,500 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,032,737 | 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 | $820,833 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,191 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $526,547 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | -$50,784 |
| Federal Tax Refund | 01 | $1,089 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,496,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,496,876 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Addesso Dominic | |||||||
| 1 | 1730 4th St South | Naples | FL | 34102 | $20,000 | Yes (X) | |
| Michael Steven DeCarlo Rev Trust U | |||||||
| 2 | c/o Steve DeCarlo 2231 Sharon Lane | Charlotte | NC | 28211 | $15,690 | Yes (X) | |
| Noonan Ed | |||||||
| 3 | 4 Turnberry Way | New Hope | PA | 18938 | $14,166 | Yes (X) | |
| Price Michael | |||||||
| 4 | 6 Rutgers Court | Westfield | NJ | 07090 | $15,000 | Yes (X) | |
| Purmort Evan | |||||||
| 5 | 4310 Old Mill Road | Fort Wayne | IN | 46807 | $14,166 | Yes (X) | |
| Sapnar Michael | |||||||
| 6 | 37 W 12th St 5E | New York | NY | 10011 | $12,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | FAIR ISSAC & CO INC FICO, 9 sh. | NoncashPropertyDesc |
| Fair Market Value | $15,690 | FairMarketValueAmt |
| Received | 2024-09-05 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER OVERSEAS GP LTD | $3,771,902 | $1,052,800 |
| AMTRUST FINL SVCS REPSTG 1/40T | $865,428 | $1,490,716 |
| FAIR ISSAC & CO INC | $15,690 | $17,918 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A&M CAPITAL PARTNERS II, LP | $451,015 | $768,909 |
| AMCP II CLEAN AIV LP | $17,322 | $29,531 |
| AMCP II HEART AIV II LP | $50,858 | $86,705 |
| AMCP II HEART AIV, LP | $10,793 | $6,826 |
| AMCP II ORTHOPEDIC FEEDER I LP | $40,661 | $69,322 |
| AMCP II RCM AIV, LP | $91,262 | $155,588 |
| AMCP II STAFFING AIV LP | ||
| ARENA SPECIAL OPPORTUNITIES FU | $1,000,000 | $1,295,983 |
| BEEKMAN INVESTMENT PARTNERS II | $1,005,122 | $2,294,910 |
| BEEKMAN INVESTMENT PARTNERS IV | $6,201,626 | $8,776,552 |
| BIP FEEDER AIV III - BAF, LP | $28,347 | $28,347 |
| BIP FEEDER AIV III - ELITE ISI | $95,324 | $414,874 |
| BIP FEEDER AIV III - OWM, LP | $4,145 | $54,212 |
| PRAETORIAN CAPITAL OFFSHORE LT | $500,000 | $613,422 |
| SAINT PAUL PROPERTIES FUND 15, | $387,502 | $387,502 |
| VESTIGO VENTURES FUND 1, L.P | $491,614 | $1,414,486 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,118 | $20,118 | |
| Bank Charges | $82 | $82 | |
| K-1 Exp A&M CAPITAL PARTNERS I | $11,660 | $11,660 | |
| K-1 Exp AMCP II HEART AIV II L | $34 | $34 | |
| K-1 Exp AMCP II HEART AIV, LP | $34 | $34 | |
| K-1 Exp AMCP II RCM AIV, LP | $1,812 | $1,765 | |
| K-1 Exp AMCP II STAFFING AIV L | $13 | $13 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $27,928 | $27,928 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $74,544 | $74,544 | |
| K-1 Exp BIP FEEDER AIV III - B | $1,217 | $1,217 | |
| K-1 Exp BIP FEEDER AIV III - E | $1,152 | $1,152 | |
| K-1 Exp BIP FEEDER AIV III - O | $1,051 | $1,051 | |
| K-1 Exp SAINT PAUL PROPERTIES | $12 | ||
| K-1 Exp VESTIGO VENTURES FUND | $24,293 | $24,293 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss A&M CAPITAL PARTNERS II, LP | $577 | $577 |
| K-1 Inc/Loss AMCP II CLEAN AIV LP | $10 | $10 |
| K-1 Inc/Loss AMCP II HEART AIV II LP | $6,889 | $6,889 |
| K-1 Inc/Loss AMCP II HEART AIV, LP | $6,889 | $6,889 |
| K-1 Inc/Loss AMCP II RCM AIV, LP | $4,370 | $4,370 |
| K-1 Inc/Loss BEEKMAN INVESTMENT PARTNERS III, LP | $5,622 | $5,622 |
| K-1 Inc/Loss SAINT PAUL PROPERTIES FUND 15, LLC | -$75,757 | -$75,757 |
| K-1 Inc/Loss VESTIGO VENTURES FUND 1, L.P | $616 | $616 |
| Federal Tax Refund | $1,089 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $24,600 |
| 990-PF Extension for 2023 | $14,800 |
| 990-T Extension for 2023 | $1,100 |
Comments