OWENOKE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OWENOKE FOUNDATION (EIN 22-3483048)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-10-12
- IRS object ID
- 201832859349100513
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-12T13:06:42-05:00 | 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 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 223483048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the owenoke foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o avery rockefeller iii president | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OWEN | BusinessNameControlTxt |
| Phone | 8605739683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 Rice Field Place | AddressLine1Txt |
| City | Sheldon | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29941 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | avery rockefeller iii | PersonNm |
| Person Title | president and director | PersonTitleTxt |
| Phone | 8605739683 | PhoneNum |
| Signature | 2018-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA MCGOWAN | PreparerPersonNm |
| PTIN | P00184514 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2018-10-09 | 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 | 2018-10-10 | IPDt |
| IP Tm | 16:47:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 52049995D4BB7111380E16017BB58C65E868B688 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,537,957 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $277,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,175 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $293,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,516 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $551 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $219 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $498,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $504,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$289,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,835 | CashBOYAmt |
| Cash EOY | $30,245 | CashEOYAmt |
| Cash EOYFMV | $30,245 | CashEOYFMVAmt |
| Other Investments BOY | $9,798,049 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,507,712 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,507,712 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,836,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,537,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,537,957 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,836,884 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,537,957 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,836,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,537,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,836,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,537,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,836,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$289,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $990,879 | OtherIncreasesAmt |
| Subtotal | $10,537,957 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,537,957 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $503,432 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,467,428 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053175 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $503,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,282,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048979 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $503,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,649,786 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047259 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $486,108 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,446,686 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051458 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $441,767 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,675,554 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050921 | DistributionYr5Rt |
| Total Distribution | 0.251792 | TotalDistributionRt |
| Average Distribution | 0.050358 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,173,532 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $512,319 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,966 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $514,285 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $504,020 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,601 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,601 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,668 | OverpaymentAmt |
| Applied To ES Tax | $3,668 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
| Individual With Books | avery rockefeller III | IndividualWithBooksNm |
| Phone | 8605739683 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 squirrel hill road | AddressLine1Txt |
| City | west hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| avery rockefeller III | ||||||||
| 22 squirrel hill road | west hartford | CT | 06107 | president and director | 0.25 | $0 | $0 | $0 |
| Mary runestad | ||||||||
| 716 ponus ridge road | new canaan | CT | 06840 | secretary and director | 0.25 | $0 | $0 | $0 |
| monica rockefeller | ||||||||
| 22 squirrel hill road | west hartford | CT | 06107 | director | 0.25 | $0 | $0 | $0 |
| rodney runestad | ||||||||
| 716 ponus ridge road | new canaan | CT | 06840 | director | 0.25 | $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 |
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 | $10,288,717 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,742 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,328,459 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,328,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,173,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $508,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $508,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,933 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12 | IncomeTaxAmt |
| Total Tax | $3,945 | TotalTaxAmt |
| Distributable Before Adj | $504,732 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $504,732 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $504,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $504,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $504,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $504,020 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,732 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,215 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $15,969 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,210 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $504,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $504,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $712 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $712 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,498 | 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 | $37,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,026 | ExcessFromYear4Amt |
| Excess From Year1 | $15,969 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL | ||||||
| 103 HAND AVENUE | ELIZABETHTOWN | NY | 12932 | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| AMERICARES | ||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| BRIDGE FAMILY CENTER INC | ||||||
| 1022 farmington avenue | west hartford | CT | 06107 | public charity | general support | $10,000 |
| CHOP Foundation | ||||||
| 34th street and divic center blvd | philadelphia | PA | 19104 | pUBLIC CHARITY | general support | $12,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||
| 60 HARTLAND STREET 4TH FLOOR | EAST HARTFORD | CT | 06108 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| easter seals Maine Inc | ||||||
| 125 Presmpscot Street | Portland | ME | 041035225 | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| FAMILY RE-ENTRY INC | ||||||
| 9 mott avenue suite 104 | norwalk | CT | 06850 | public charity | general support | $10,000 |
| FOODBANK OF LOWER FAIRFIELD COUNTY | ||||||
| 461 glenbrook road | stamford | CT | 06906 | public charity | general support | $22,000 |
| FOODSHARE | ||||||
| 475 woodland avenue | bloomfield | CT | 06002 | public charity | general support | $20,000 |
| HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY | ||||||
| 1542 BARNUM AVE | BRIDGEPORT | CT | 06606 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| HANDS ON HARTFORD | ||||||
| 330 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| INSPIRICA INC | ||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| KINGSWOOD-OXFORD SCHOOL | ||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06119 | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | ||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| LUTHERAN WORLD RELIEF | ||||||
| 700 LIGHT STREET | BALTIMORE | MD | 21230 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| MAGIC JOHNSON FOUNDATION | ||||||
| 9100 WILSHIRE BLVD SUITE 700 | EAST BEVERLY HILLS | CA | 90212 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| CApital squash | ||||||
| 300 SUMMIT STREET BOX 702611 | HARTFORD | CT | 06106 | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| NEW CANAAN GROUP | ||||||
| 162 south avenue | new canaan | CT | 06840 | public charity | general support | $20,000 |
| NOAH WEBSTER HOUSE | ||||||
| 227 south main street | west hartford | CT | 06107 | public charity | general support | $10,000 |
| PIPER THEATER PRODUCTIONS | ||||||
| 332 5TH STREET 5F | BROOKLYN | NY | 11213 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| PLANNED PARENTHOOD OF CONNECTICUT | ||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| SAVE THE CHILDREN | ||||||
| 54 WILTON ROAD | WESTPORT | CT | 06881 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| SCOTT CARTER FOUNDATION | ||||||
| PO BOX 700448 | TULSA | OK | 74170 | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| ST MICHAELS LUTHERAN | ||||||
| 45 OENOKE RIDGE ROAD | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| STAR OF HOPE | ||||||
| PO BOX 427 | ELLINWOOD | KS | 67526 | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| TEAM TOBATI INC | ||||||
| 9 ROGERS PLACE | NEW BRITAIN | CT | 06051 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| THE V FOUNDATION FOR CANCER RESEARCH | ||||||
| 100 TOWERVIEW COURT | CARY | NC | 27513 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| TOWN PLAYERS OF NEW CANAAN | ||||||
| PO BOX 201 | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Hopeful Horizons | ||||||
| 1212 CHARLES ST | Beaufort | SC | 29902 | pUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| Real Art ways | ||||||
| 56 ARBOR ST | Hartfort | CT | 06106 | pUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,175 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | inCOME FROM PARTNERSHIPS | Desc |
| Business | 900002 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,110 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,110 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $291,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,300 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal & accounting fees | CategoryTxt |
| Amt | $7,600 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STOCK OF NON-PUBLIC COMPANIES | AT COST | $10,287 | $10,287 |
| HSBC INVESTMENT ACCOUNT | FMV | $10,468,743 | $10,468,743 |
| Investment in Parock Limited Partnership | AT COST | $28,682 | $28,682 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | De filing Fees | Desc |
| Revenue And Expenses Per Books | $439 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $220 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | inCOME FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $16,125 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $16,125 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED gain | Desc |
| Amt | $990,879 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | investment advisory fees | CategoryTxt |
| Amt | $76,516 | Amt |
| Net Investment Income | $76,516 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | income taxes | CategoryTxt |
| Amt | $551 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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