CHRISTINA AND ROBERT DOW FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTINA AND ROBERT DOW FOUNDATION (EIN 13-6879648)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-04-17
- IRS object ID
- 201831079349101318
- Schema version
- 2016v3.0
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T15:10:27-05:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136879648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE christina and robert DOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 7323808615 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Ridge Road | AddressLine1Txt |
| City | Tuxedo Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10987 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DOW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7323808615 | PhoneNum |
| Signature | 2018-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2018-04-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-15 | IPDt |
| IP Tm | 13:06:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E62E849DACF5B7E4E6640B0790A913EE71D5FC2A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $162,566,417 | 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 | $3,100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,618,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,618,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,415,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,002,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,415,601 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,134,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,034,412 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,578 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,578 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,889,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,889,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,892,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,892,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,242,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,034,412 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $606,146 | CashBOYAmt |
| Cash EOY | $66,825 | CashEOYAmt |
| Cash EOYFMV | $66,825 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $335,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $294,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $294,257 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $132,016,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $138,839,117 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $162,205,335 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $132,957,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,200,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,566,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $132,957,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $139,200,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,957,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,200,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,957,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,200,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,957,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,242,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7 | OtherIncreasesAmt |
| Subtotal | $139,200,199 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,200,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Alpha Strategy Fund - 1 | P | 2015-11-30 | 2017-11-30 | $2,700,000 | $2,374,513 | $325,487 | $325,487 |
| High Yeild - 1 | P | 2015-11-30 | 2017-11-30 | $130,166 | $125,532 | $4,634 | $4,634 |
| Multi-Asset Focused Growth I | P | 2015-11-30 | 2017-11-30 | $2,000,000 | $1,922,967 | $77,033 | $77,033 |
| Floating Rate Fund Class 1 | P | 2015-11-30 | 2017-11-30 | $1,000,000 | $1,000,000 | $0 | $0 |
| Floating Rate Fund Class 1 | P | 2015-11-30 | 2017-11-30 | $1,166,781 | $1,164,239 | $2,542 | $2,542 |
| Lord Abbot | P | 2017-06-01 | 2017-11-30 | $1,001,109 | $1,001,109 | $1,001,109 | |
| Lord Abbot | P | 2015-11-30 | 2017-11-30 | $11,004,796 | $11,004,796 | $11,004,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,415,601 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,048,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $145,737,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.165015 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,276,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $158,539,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026974 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,681,001 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $146,858,219 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052302 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,301,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $121,322,321 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027213 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,578,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $102,761,069 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083483 | DistributionYr5Rt |
| Total Distribution | 0.354987 | TotalDistributionRt |
| Average Distribution | 0.070997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $152,734,429 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,843,686 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $140,344 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,984,030 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,892,078 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $280,688 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $280,688 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $280,688 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $206,668 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $206,668 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $74,020 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | robert s dow | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323808615 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Ridge Road | AddressLine1Txt |
| City | Tuxedo Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10987 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT S DOW | ||||||||
| 120 Ridge Road | Tuxedo Park | NY | 10987 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTINA SEIX DOW | ||||||||
| 120 Ridge Road | Tuxedo Park | NY | 10987 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| robert gerber | ||||||||
| 120 Ridge Road | Tuxedo Park | NY | 10987 | trUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $153,728,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,331,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,060,334 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,060,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,325,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,734,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,636,721 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,636,721 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $280,688 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $280,688 | TotalTaxAmt |
| Distributable Before Adj | $7,356,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,356,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,356,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,892,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,892,078 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,892,078 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,356,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $75,784 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $16,895,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,971,458 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,892,078 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,356,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,536,045 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,507,503 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,507,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $75,784 | ExcessFromYear3Amt |
| Excess From Year1 | $16,895,674 | ExcessFromYear1Amt |
| Excess From Current Year | $3,536,045 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S DOW | ContributingManagerNm |
| Contributing Manager | CHRISTINA SEIX DOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAL FARLEY'S boys ranch | ||||||
| PO BOX 1890 | AMARILLO | TX | 791740001 | PC | an unrestricted grant to further to organization's exempt purpose. | $5,000 |
| CASA of Mercer County Inc-V | ||||||
| 1450 Parkside Ave Ste 22 | ewing | NJ | 08638 | PC | an unrestricted grant to further to organization's exempt purpose. | $10,000 |
| Children's Futures | ||||||
| 16 WEST FRONT STREET SUITE 220 | tRENTON | NJ | 08608 | PC | an unrestricted grant to further to organization's exempt purpose. | $10,000 |
| CHRISTINA SEIX ACADEMY | ||||||
| 9 MERCER ST | PRINCETON | NJ | 08540 | PC | an unrestricted grant to further to organization's exempt purpose. | $10,723,000 |
| Eagle Rock Graduate Fund | ||||||
| 2750 Notaiah Road | ESTES PARK | CO | 80517 | PC | an unrestricted grant to further to organization's exempt purpose. | $5,000 |
| HAPPY HILL FARM ACADEMY | ||||||
| 3846 NHIGHWAY 144 | GRANBURY | TX | 76048 | PC | an unrestricted grant to further to organization's exempt purpose. | $5,000 |
| HOMEFRONT | ||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | PC | an unrestricted grant to further to organization's exempt purpose. | $10,000 |
| ISLESINC | ||||||
| 10 WOOD STREET | TRENTON | NJ | 08618 | PC | an unrestricted grant to further to organization's exempt purpose. | $5,000 |
| Lawrenceville Main Street | ||||||
| 17 PHILLIPS AVE | lAWRENCEVILLE | NJ | 08648 | PC | an unrestricted grant to further to organization's exempt purpose. | $500 |
| MERCER COUNTY HISPANIC ASSOC(MECHA) | ||||||
| 18 E 6TH AVE | HAMILTON | NJ | 08619 | PC | an unrestricted grant to further to organization's exempt purpose. | $5,000 |
| Mercer Street Friends Food Bank | ||||||
| 824 Silvia St | ewing | NJ | 08628 | PC | an unrestricted grant to further to organization's exempt purpose. | $500 |
| OLIVER SCHOLARS PROGRAM | ||||||
| 80 MAIDEN LN | NEW YORK | NY | 10038 | PC | an unrestricted grant to further to organization's exempt purpose. | $5,000 |
| Shiloh CDC | ||||||
| 185 LINCOLN AVENUE ROOM SUITE 101 | NEW ROCHELLE | NY | 10801 | PC | an unrestricted grant to further to organization's exempt purpose. | $5,000 |
| TASK | ||||||
| 72 1/2 Escher Street PO BOX 872 | TRENTON | NJ | 08605 | PC | an unrestricted grant to further to organization's exempt purpose. | $500 |
| The Peter Westbrook Foundation | ||||||
| 229 West 28th Street 2nd floor | new yORK | NY | 10001 | PC | an unrestricted grant to further to organization's exempt purpose. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,889,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,618,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,415,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,034,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,034,412 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA SEIX DOW 2011 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 STANTON CHRISTIANA ROAD | AddressLine1Txt |
| City | nEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY-GOLDEN KNIGHT II CLO | AT COST | $3,353,055 | $3,353,061 |
| LA 3375 CALIBRATED MID CAP VALUE I | AT COST | $7,855,294 | $9,090,454 |
| LA 3369 CALIBRATED LARGE CAP VALUE I | AT COST | $7,910,281 | $8,592,161 |
| LA 1422 INTERNATIONAL CORE EQ I | AT COST | $8,775,338 | $10,681,763 |
| LA 2120 INTERNATIONAL DIV INC I | AT COST | $10,712,526 | $10,303,996 |
| LA 1449 DIVERSIFIED EQ STRAT I | AT COST | $12,861,979 | $16,224,248 |
| LA 1429 ALPHA STRATEGY I | AT COST | $43,664,202 | $57,536,654 |
| LA 694 HIGH YLD I | AT COST | $0 | $0 |
| LA 2084 FLOATING RATE I | AT COST | $0 | $0 |
| LA 1439 DIVERS EQ STRAT I | AT COST | $7,684,533 | $8,446,383 |
| LA 1423 GLOBAL ALLOC I | AT COST | $8,215,604 | $8,013,436 |
| LA 699 MICRO CAP VALUE I | AT COST | $14,679,966 | $15,753,922 |
| LA 700 MICRO CAP GROWTH I | AT COST | $13,126,339 | $14,209,257 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance Expenses | $1,078 | $0 | $0 | $1,078 |
| NYS filing fee | $1,500 | $0 | $0 | $1,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment | Desc |
| Amt | $7 | Amt |
Comments