VINCENT DOWLING FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VINCENT DOWLING FAMILY FOUNDATION INC (EIN 02-0709433)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349102864
- Schema version
- 2016v3.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T16:31:25-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 DOWLING JR | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-11-07 | 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 | 06391520173185000053 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,129,138 | 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 | $3,866,064 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,915 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,915 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,813 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $400,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,747,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,816,320 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49,882 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49,882 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,407,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,957,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $138,817 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $58,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,495 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $197,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $343,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $343,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $540,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $354,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,867,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,910,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,588,010 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,522,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,522,725 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,358,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,630,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,854,667 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $99,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $759,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $751,746 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,045,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,912,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,129,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,045,487 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,912,494 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,045,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,912,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,045,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,912,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,045,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,867,007 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,912,494 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,912,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,747,518 | GrossSalesPriceAmt |
| Cost Or Other Basis | $931,198 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,816,320 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,816,320 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,816,320 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $777,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,166,061 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042773 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,151,951 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,309,395 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.297639 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,313,657 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,131,551 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.327063 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,099 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,658,448 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.012035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,898,964 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,922,119 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.649859 | DistributionYr5Rt |
| Total Distribution | 1.329369 | TotalDistributionRt |
| Average Distribution | 0.265874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,179,752 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,897,019 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $39,104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,936,123 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $354,412 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78,209 | SubtotalAmt |
| Tax Based On Investment Income | $78,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $928 | AppliedToEsTaxAmt |
| Total Payments And Credits | $80,328 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,119 | OverpaymentAmt |
| Applied To ES Tax | $2,119 | 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 | Yes (true) | 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 | false | BusinessHoldingsInd |
| 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 |
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 | $10,873,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,242,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $401,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,517,515 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,517,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $337,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,179,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,108,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,108,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,209 | TotalTaxAmt |
| Distributable Before Adj | $1,030,779 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,030,779 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,030,779 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $354,412 | 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 | $354,412 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $354,412 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,030,779 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $3,866,861 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,866,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $354,412 | QualifyingDistributionsAmt |
| Applied To Current Year | $354,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $676,367 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $676,367 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,190,494 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,190,494 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,190,494 | ExcessFromYear2Amt |
| 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST INC | |||||||
| 495 BLAKE ST | NEW HAVEN | CT | 06515 | N/A | PC | General & Unrestricted | $50,000 |
| 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 | General & Unrestricted | $5,000 |
| FLORENCE GRISWOLD MUSEUM INC | |||||||
| 96 LYME ST | OLD LYME | CT | 06371 | N/A | PC | General & Unrestricted | $40,000 |
| KINGSWOOD OXFORD SCHOOL INC | |||||||
| 170 KINGSWOOD RD | WEST HARTFORD | CT | 06119 | N/A | PC | General & Unrestricted | $5,000 |
| LEHIGH UNIVERSITY | |||||||
| 622 BRODHEAD AVE | BETHLEHEM | PA | 18015 | N/A | PC | General & Unrestricted | $2,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $5,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard Business School | $100,000 |
| PRESIDENT AND TRUSTEES OF BATES COLLEGE | |||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | N/A | PC | General & Unrestricted | $100,000 |
| 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 |
| ST PETER CLAVER R C CHURCH CORP | |||||||
| 47 PLEASANT ST | WEST HARTFORD | CT | 06107 | N/A | PC | General & Unrestricted | $1,000 |
| ST BALDRICKS FOUNDATION INC | |||||||
| 14111 FREEWAY DR STE 200 | SANTA FE SPRINGS | CA | 90670 | N/A | PC | General & Unrestricted | $15,000 |
| 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 | $1,000 |
| THE AMERICAN IRELAND FUND | |||||||
| 10 POST OFC SQ STE 1205 | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $5,000 |
| THE PARTNERSHIP FOR INNER-CITY EDUCATION | |||||||
| 1011 1ST AVE NO 1856 | NEW YORK | NY | 10022 | N/A | PC | Scholarship Fund | $5,000 |
| UNIVERSITY OF CONN LAW SCHOOL FOUNDATION INC | |||||||
| 55 ELIZABETH ST | HARTFORD | CT | 06105 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $343,000 | 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 | $5,915 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,813 | 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 | $400,057 | 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 | $5,436 |
| INCOME FROM BORROWED SECURITIES | 01 | $44,446 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $541,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $541,667 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Dowling Jr Vincent J | |||||||
| 1 | 190 Farmington Avenue | Farmington | CT | 06032 | $3,722,461 | Yes (X) | Yes (X) |
| Klotz Caroline D | |||||||
| 2 | 190 Farmington Ave | Farmington | CT | 06032 | $143,603 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | HOME DEPOT INC HD, 26466 sh. | $3,447,461 | 2016-01-04 |
| 2 | AMER OVERSEAS GP LTD AOREF, 205 sh. | $143,603 | 2016-11-29 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER OVERSEAS GP LTD | $3,599,021 | $1,756,404 |
| BERKLEY W R CP | $119,363 | $249,413 |
| ENSTAR GROUP INC | $1,019,750 | $1,977,000 |
| SS&C TECHNOLOGIES INC | $2,788,568 | $3,718,000 |
| THIRD POINT OFFSHORE | $422,500 | $359,500 |
| TRAVELERS COMPANIES INC | $513,188 | $918,150 |
| TRUPANION INC | $491,750 | $776,000 |
| VALIDUS HLDS LTD | $676,400 | $1,100,200 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BEEKMAN INVESTMENT PARTNERS II | $105,834 | $102,761 |
| BIP FEEDER AIV III - OWM, LP | $313,682 | $319,029 |
| TITAN CORPORATE EQUITY OPPORTU | $339,713 | $329,956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,387 | $11,387 | |
| Bank Charges | $54 | $54 | |
| K-1 Exp BEEKMAN INVESTMENT PAR | $46,123 | $46,123 | |
| K-1 Exp BIP FEEDER AIV III - O | $1,318 | $1,318 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BEEKMAN INVESTMENT PARTNERS III, LP | $12,277 | $12,277 |
| K-1 INC/LOSS TITAN CORPORATE Equity oppo | -$6,841 | -$6,841 |
| income from borrowed securities | $44,446 | $44,446 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Veronica Dowling | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 East 51st 10A | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $79,400 |
| 990-PF Extension for 2015 | $58,417 |
| 990-T Estimated Tax for 2016 | $1,000 |
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