ROWE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROWE FAMILY FOUNDATION (EIN 20-0721105)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-22
- IRS object ID
- 201732349349100803
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-22T15:20:28-05:00 | 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 | 200721105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rowe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROWE | 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 | DR JOHN W ROWE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-08-03 | 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 | 06391520172345000025 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,497,896 | 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 | $5,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $527,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $527,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,106,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,229,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $729,848 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $111,138 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,138 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,223 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $79,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,613 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $211,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,373,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,373,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,584,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,450,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,645,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $613,874 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $583,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $722,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $722,544 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,061,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,567,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,775,352 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $27,645,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,290,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,497,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $27,645,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,290,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,645,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,290,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,645,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,290,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,645,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,645,288 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,290,338 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,290,338 | 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 | $6,106,346 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,903,898 | CostOrOtherBasisAmt |
| Gain Or Loss | $202,448 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $202,448 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,949,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,901,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.004078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,559 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,191,818 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006359 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $219,732 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,932,468 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $322,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,342,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050773 | DistributionYr5Rt |
| Total Distribution | 0.076133 | TotalDistributionRt |
| Average Distribution | 0.015227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,864,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $409,065 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $415,204 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,450,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,139 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,139 | SubtotalAmt |
| Tax Based On Investment Income | $6,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,261 | OverpaymentAmt |
| Applied To ES Tax | $3,261 | 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 | NY | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Abigail M Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| John W Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Meredith L Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Rebecca J Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Valerie A Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RCL Advisors LLC | |||||
| 40 Wall st | NEW YORK | NY | 10005 | Investment MGMT | $111,138 |
| Foundation Source | |||||
| 55 Walls Drive 3rd FL | Fairfield | CT | 06824 | Administrative Svcs | $76,950 |
| 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 | $26,705,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $567,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,273,523 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,273,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $409,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,864,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,343,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,343,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,139 | TotalTaxAmt |
| Distributable Before Adj | $1,337,082 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,337,082 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,337,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,450,700 | 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 | $1,450,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,139 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,444,561 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,337,082 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $7,684 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $7,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,450,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,337,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,618 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,302 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,684 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $113,618 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John W Rowe | ContributingManagerNm |
| Contributing Manager | Valerie A Rowe | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $15,000 |
| CRISTO REY NEW YORK HIGH SCHOOL | |||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | N/A | PC | Charitable Event | $25,000 |
| GENERATIONS UNITED INC | |||||||
| 25E ST NW 3RD FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $50,000 |
| HARVARD MEDICAL SCHOOL | |||||||
| 401 PARK DR STE 22 W | BOSTON | MA | 02215 | N/A | PC | Board of Fellows at Harvard Medical School Program | $50,000 |
| INSTITUTE OF MEDICINE NATIONAL ACADEMIES OF SCIEN | |||||||
| 500 5TH ST NW STE NAS075 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $50,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 23473 | WASHINGTON | DC | 20026 | N/A | PC | General & Unrestricted | $75,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Stanford Longevity Center | $50,000 |
| STUDENT SPONSOR PARTNERSHIP INC | |||||||
| 424 MADISON AVE STE 1002 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $25,000 |
| STUDENT SPONSOR PARTNERSHIP INC | |||||||
| 424 MADISON AVE STE 1002 | NEW YORK | NY | 10017 | N/A | PC | tuition for 5 students | $20,500 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 722 W 168TH ST 14TH FL | NEW YORK | NY | 10032 | N/A | PC | Research Fund of the Department of Health Policy and Management | $100,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 722 W 168TH ST 14TH FL | NEW YORK | NY | 10032 | N/A | PC | Lerner Center at the Mailman School of Public Health | $525,000 |
| URBAN INSTITUTE | |||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $50,000 |
| VIVIAN BEAUMONT THEATER INC | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $50,000 |
| WOMENS VOICES FOR CHANGE INC | |||||||
| 509 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | 'Dance With Me' film Project | $37,500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YO | |||||||
| 5 W 63RD ST 6TH FL | NEW YORK | NY | 10023 | N/A | PC | Rowe Scholars Program | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,373,000 | 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 | $77 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $527,323 | 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 | $202,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $729,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $729,848 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Rowe John W | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Central Park West Apt 23G | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (127 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $11,918 | $11,596 |
| ACTELION LIMITED | $7,628 | $12,469 |
| ADOBE SYSTEMS, INC | $114,394 | $235,858 |
| ALLERGAN PLC | $295,328 | $260,202 |
| ALLIANCE GLOBAL | $16,394 | $8,102 |
| ALPHABET INC CL A | $230,373 | $234,565 |
| AMBEV SA | $12,704 | $9,344 |
| ANHEUSER BUSCH COS INC | $22,671 | $33,108 |
| AON PLC | $17,307 | $19,183 |
| APPLE INC | $182,922 | $241,716 |
| AQR MANAGED FUTURES FUND CL I | $710,000 | $700,975 |
| ASHTEAD GROUP PLC | $9,558 | $11,195 |
| ASSA ABLOY UNSP/ADR | $13,940 | $23,828 |
| ASSOCIATED BRITISH FOODS PLC | $6,704 | $8,658 |
| BANCA MEDIOLANUM UNSP ADR EACH | $9,550 | $8,436 |
| BB SEGURIDADE | $19,155 | $18,550 |
| BHP BILLITON LIMITED | $29,986 | $22,971 |
| BIOGEN INC | $220,934 | $225,163 |
| BRISTOL-MYERS SQUIBB CO | $277,234 | $244,279 |
| BRITISH AMERICAN TOBACCO PLC | $28,212 | $30,984 |
| CALRSBERG AS SP ADR REP B | $11,643 | $11,392 |
| CANADIAN NATL RAILWAY CO | $14,937 | $15,637 |
| CAP GEMINI SA UNSP/ADR | $7,724 | $8,374 |
| CELGENE CORP | $176,489 | $242,033 |
| COHEN & STEERS GLOBAL REALTY S | $786,784 | $947,797 |
| COMCAST CORP | $193,343 | $237,325 |
| COMPAGNIE FINANCIERE RICHEMONT | $13,698 | $11,795 |
| COMPANHIA SANEA ADS | $9,370 | $9,331 |
| COMPASS GROUP PLC ADR | $18,223 | $19,876 |
| CONTL AG SPONS ADR | $16,491 | $15,439 |
| CREDIT SUISSE COMMODITY RET ST | $570,849 | $486,819 |
| CVS CAREMARK CORP | $193,527 | $233,889 |
| DAIWA HOUSE IND LTD | $21,666 | $27,774 |
| DODGE & COX INCOME FUND | $4,030,672 | $3,956,454 |
| ESTACIO PARTICIP ADR | $12,350 | $10,666 |
| FANUC LIMITED UNSPONSORED | $11,626 | $12,038 |
| FIDELITY NEW MARKETS INCOME FU | $986,521 | $971,712 |
| GEA GROUP AG ADR | $8,033 | $7,847 |
| GILEAD SCIENCES INC | $258,461 | $233,950 |
| GOLDMAN SACHS ABSOLUTE RETURN | $1,425,723 | $1,436,441 |
| GOLDMAN SACHS STRATEGIC INC IN | $1,017,899 | $940,325 |
| INFORMA PLC SPONSORED ADR | $13,140 | $16,850 |
| ISHARE MSCI FRANCE | $75,626 | $76,329 |
| ISHARE MSCI GERMANY | $35,229 | $34,159 |
| ISHARE MSCI SINGAPOR | $24,361 | $22,381 |
| ISHARE MSCI SPAIN IN | $52,324 | $42,443 |
| ISHARE MSCI SWEDEN | $15,505 | $16,204 |
| ISHARE MSCI UK INDEX | $149,837 | $131,476 |
| ISHARES CURRENCY HEDGE MSCI EM | $684,020 | $638,760 |
| ISHARES CURRENCY HEDGED MSCI E | $1,745,943 | $1,649,581 |
| ISHARES INC MSCI SWITZERLAND I | $40,979 | $39,859 |
| ISHARES MSCI AUSTRALIA INDEX F | $35,406 | $38,882 |
| ISHARES MSCI AUSTRIA INVEST MK | $3,763 | $3,818 |
| ISHARES MSCI BRAZIL FREE INDEX | $48,175 | $45,809 |
| ISHARES MSCI CANADA INDEX FD | $67,203 | $74,188 |
| ISHARES MSCI CHINA INDEX FUND | $39,754 | $37,302 |
| ISHARES MSCI FINLAND CAP | $22,470 | $23,589 |
| ISHARES MSCI INDIA ETF | $26,191 | $26,033 |
| ISHARES MSCI INDONESIA INVES | $25,127 | $23,961 |
| ISHARES MSCI ISRL CAP | $4,732 | $4,640 |
| ISHARES MSCI MALAYSIA FREE IND | $29,572 | $25,965 |
| ISHARES MSCI POLAND INVESTABLE | $33,843 | $31,474 |
| ISHARES MSCI RUSSIA CAPPED IND | $31,483 | $52,760 |
| ISHARES MSCI THAILAND | $35,880 | $40,154 |
| ISHARES MSCI TURKEY | $42,305 | $33,022 |
| ISHARES MSCI-JAPAN | $207,238 | $217,867 |
| ISHARES MSCI-SOUTH KOREA | $53,257 | $51,517 |
| ISHARES MSCI-TAIWAN | $29,283 | $31,397 |
| ISHARES TRUST RUSSELL MIDCAP I | $1,584,753 | $1,608,845 |
| JAPAN TOB INC | $11,883 | $12,023 |
| KASIKORNBANK PUB CO LTD ADR CM | $7,102 | $7,801 |
| KBC GROUP SA UNSP ADR | $8,237 | $8,243 |
| KDDI CP UNSP ADR | $11,770 | $12,916 |
| KOC HOLDINGS AS UNSP/ADR | $9,062 | $7,438 |
| KRAFT HEINZ CO | $241,596 | $249,037 |
| KROGER CO | $241,787 | $237,532 |
| LAZARD GLOBAL LISTED INFRASTRU | $868,107 | $992,263 |
| LOOMIS SAYLES HIG INCOME FUND | $1,049,484 | $977,135 |
| MAKITA CORP | $21,669 | $23,954 |
| MASTERCARD INC | $221,672 | $235,204 |
| MEDTRONIC PLC | $270,864 | $231,640 |
| MICROSOFT CORP | $234,477 | $239,425 |
| MOBILE TELSYS OJSC | $11,371 | $6,751 |
| MR PRICE GROUP LTD | $8,819 | $9,245 |
| NAMPAK LIMITED | $11,358 | $4,826 |
| NOVARTIS AG ADR | $33,777 | $40,790 |
| PAYPAL HOLDINGS, INC | $214,376 | $237,333 |
| PIMCO LOW DURATION INSTL | $4,134,345 | $3,971,488 |
| PRUDENTIAL PLC SC | $28,808 | $34,776 |
| PT TELEKOM. IND. TBK ADR | $16,246 | $25,428 |
| PUTMAN ABSLT RTRN 500 | $1,510,446 | $1,440,997 |
| RED ELECTRICA DE ESPANA SA | $12,390 | $13,286 |
| RELX PLC | $15,827 | $16,335 |
| ROYAL DUTCH SHELL CL A | $22,082 | $20,121 |
| RYANAIR HOLDINGS PLC-ADR COM | $8,571 | $13,738 |
| RYOHIN KEIKAKU | $14,344 | $18,190 |
| SAMPO PLC UNSPONSORED ADR | $17,891 | $24,069 |
| SANLAM LTD SPONSORED ADR | $15,926 | $12,810 |
| SAP AKTIENGESELL ADS | $23,237 | $23,250 |
| SEVEN & I HOLDINGS C | $12,548 | $13,784 |
| SHIRE PLC | $27,131 | $25,046 |
| SIGNET GROUP PLC SPONS ADR NAS | $14,578 | $16,024 |
| SOFTBANK CP UNSP ADR | $18,492 | $17,869 |
| SONY CORP ADR | $15,010 | $15,473 |
| SOUTHERNSUN SMALL CAP FUND INV | $637,269 | $648,915 |
| STARBUCKS CORP COM | $240,558 | $229,520 |
| STATOIL ASA ADS | $11,888 | $12,804 |
| SUMITOMO MITSUI FINCL GRP | $20,719 | $24,112 |
| SUNCOR ENERGY INC | $14,174 | $15,005 |
| SWEDBANK AB S/ADR | $16,050 | $15,408 |
| T. ROWE PRICE EMERGING MARKETS | $1,272,933 | $1,273,000 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $29,766 | $50,140 |
| TELENOR ASA | $17,868 | $12,682 |
| TENCENT HOLDINGS LIMITED | $17,860 | $18,795 |
| TEVA PHARMACEUTICAL INDUSTRIES | $18,837 | $13,304 |
| TJX COMPANIES INC | $192,482 | $229,898 |
| TURKCELL ILETISIM HIZMETLERI A | $23,594 | $11,744 |
| UNILEVER PLC AMER | $16,593 | $17,745 |
| VALEO SA SPONS ADR | $15,931 | $24,224 |
| VANGUARD INTERNATIONAL EXPLORE | $815,230 | $959,718 |
| VANGUARD SHORT-TERM INFLATION- | $973,773 | $960,297 |
| VICTORY GLOBAL NATURAL RESOURC | $460,824 | $478,091 |
| VINCI SA ADR | $17,573 | $19,006 |
| WALT DISNEY HOLDINGS CO | $144,572 | $237,726 |
| WOLSELEY PLC ADR | $15,918 | $20,759 |
| WOLTERS KLUWER S/ADR | $13,512 | $16,625 |
| WORLDPAY GRP PLC UNSPON ADR | $14,247 | $12,233 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $76,950 | $76,950 | |
| Bank Charges | $1,613 | $1,613 | |
| State or Local Filing Fees | $750 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $111,138 | Amt |
| Net Investment Income | $111,138 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $9,400 | |
| 990-PF Excise Tax for 2015 | $8,486 | |
| Foreign Tax Paid | $3,223 | $3,223 |
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