OWENOKE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
OWENOKE FOUNDATION (EIN 22-3483048)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-08-29
IRS object ID
201612429349100311
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-29T10:22:11-05:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223483048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OWENOKE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O AVERY ROCKEFELLER III PRESIDENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOWENBusinessNameControlTxt
Phone8605739683PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 SQUIRREL HILL ROADAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVERY ROCKEFELLER IIIPersonNm
Person TitlePRESIDENT AND DIRECTORPersonTitleTxt
Phone8605739683PhoneNum
Signature2016-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA MCGOWANPreparerPersonNm
PTINP00184514PTIN
Phone9592007000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,997,711FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$62,649DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,649DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$74,370OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$137,019TotalRevAndExpnssAmt
Total Net Invst Incm$62,649TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,265AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,630AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,635AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,965OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,965OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,230TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,595TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,635TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$524,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,595TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$503,635TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$387,211ExcessRevenueOverExpensesAmt
Net Investment Income$42,054NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,674CashBOYAmt
Cash EOY$9,812CashEOYAmt
Cash EOYFMV$9,812CashEOYFMVAmt
Other Investments BOY$10,759,077OtherInvestmentsBOYAmt
Other Investments EOY$9,987,899OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,987,899OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,773,751TotalAssetsBOYAmt
Total Assets EOY$9,997,711TotalAssetsEOYAmt
Total Assets EOYFMV$9,997,711TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$10,773,751UnrestrictedBOYAmt
Unrestricted EOY$9,997,711UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$10,773,751TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,997,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,773,751TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,997,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,773,751TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$387,211ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,386,540SubtotalAmt
Other Decreases$388,829OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,997,711TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$503,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,649,786NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047259DistributionYr1Rt
Adjusted Qlfy Distri Yr2$486,108AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,446,686NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051458DistributionYr2Rt
Adjusted Qlfy Distri Yr3$441,767AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,675,554NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050921DistributionYr3Rt
Adjusted Qlfy Distri Yr4$404,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,054,070NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050254DistributionYr4Rt
Adjusted Qlfy Distri Yr5$405,653AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,617,288NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047074DistributionYr5Rt
Total Distribution0.246966TotalDistributionRt
Average Distribution0.049393AverageDistributionRt
Net Vl Noncharitable Assets$10,282,614NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$507,889AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$421NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$508,310AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$503,635QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$841InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$841SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$841TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,792EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,792TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$7,951OverpaymentAmt
Applied To ES Tax$7,951AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAVERY ROCKEFELLER IIIIndividualWithBooksNm
Phone8605739683PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line122 SQUIRREL HILL ROADAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AVERY ROCKEFELLER III
22 SQUIRREL HILL ROADWEST HARTFORDCT06107PRESIDENT AND DIRECTOR0.25$0$0$0
MARY RUNESTAD
716 PONUS RIDGE ROADNEW CANAANCT06840SECRETARY AND DIRECTOR0.25$0$0$0
MONICA ROCKEFELLER
22 SQUIRREL HILL ROADWEST HARTFORDCT06107DIRECTOR0.25$0$0$0
RODNEY RUNESTAD
716 PONUS RIDGE ROADNEW CANAANCT06840DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,367,970AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,945AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,287FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,439,202TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,439,202AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$156,588CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,282,614NetVlNoncharitableAssetsAmt
Minimum Investment Return$514,131MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$514,131MinimumInvestmentReturnAmt
Tax Based On Investment Income$841TaxBasedOnInvestmentIncomeAmt
Income Tax$2,030IncomeTaxAmt
Total Tax$2,871TotalTaxAmt
Distributable Before Adj$511,260DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$511,260DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$511,260DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$503,635ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$503,635QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$503,635AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$511,260DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$13,706ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,215ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,026ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$67,947TotalExcessDistributionCyovAmt
Qualifying Distributions$503,635QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$503,635AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,625ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,625ExcessDistributionCyovAppCYAmt
Total Corpus$60,322TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,322ExcessDistriCyovToNextYrAmt
Excess From Year4$6,081ExcessFromYear4Amt
Excess From Year3$38,215ExcessFromYear3Amt
Excess From Year2$16,026ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADIRONDACK COUNCIL
103 HAND AVENUEELIZABETHTOWNNY12932PUBLIC CHARITYGENERAL SUPPORT$30,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902PUBLIC CHARITYGENERAL SUPPORT$35,000
BRIDGE FAMILY CENTER INC
1022 FARMINGTON AVENUEWEST HARTFORDCT06107PUBLIC CHARITYGENERAL SUPPORT$15,000
CHOP FOUNDATION
34TH STREET AND DIVIC CENTER BLVDPHILADELPHIAPA19104PUBLIC CHARITYGENERAL SUPPORT$10,000
CONNECTICUT CHILDREN'S MEDICAL CENTER
60 HARTLAND STREET 4TH FLOOREAST HARTFORDCT06108PUBLIC CHARITYGENERAL SUPPORT$25,000
FAMILY RE-ENTRY INC
9 MOTT AVENUE SUITE 104NORWALKCT06850PUBLIC CHARITYGENERAL SUPPORT$10,000
FOODBANK OF LOWER FAIRFIELD COUNTY
461 GLENBROOK ROADSTAMFORDCT06906PUBLIC CHARITYGENERAL SUPPORT$22,000
FOODSHARE
475 WOODLAND AVENUEBLOOMFIELDCT06002PUBLIC CHARITYGENERAL SUPPORT$25,000
HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY
1542 BARNUM AVEBRIDGEPORTCT06606PUBLIC CHARITYGENERAL SUPPORT$20,000
HANDS ON HARTFORD
330 MAIN STREET 3RD FLOORHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$24,000
INSPIRICA INC
141 FRANKLIN STREETSTAMFORDCT06901PUBLIC CHARITYGENERAL SUPPORT$25,000
KINGSWOOD-OXFORD SCHOOL
170 KINGSWOOD ROADWEST HARTFORDCT06119PUBLIC CHARITYGENERAL SUPPORT$50,000
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREETHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$25,000
LUTHERAN WORLD RELIEF
700 LIGHT STREETBALTIMOREMD21230PUBLIC CHARITYGENERAL SUPPORT$20,000
MAGIC JOHNSON FOUNDATION
9100 WILSHIRE BLVD SUITE 700EAST BEVERLY HILLSCA90212PUBLIC CHARITYGENERAL SUPPORT$2,000
MARK TWAIN HOUSE & MUSEUM
351 FARMINGTON AVENUEHARTFORDCT06105PUBLIC CHARITYGENERAL SUPPORT$5,000
NEW CANAAN GROUP
162 SOUTH AVENUENEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$20,000
NOAH WEBSTER HOUSE
227 SOUTH MAIN STREETWEST HARTFORDCT06107PUBLIC CHARITYGENERAL SUPPORT$15,000
PIPER THEATER PRODUCTIONS
332 5TH STREET 5FBROOKLYNNY11213PUBLIC CHARITYGENERAL SUPPORT$2,000
PLANNED PARENTHOOD OF CONNECTICUT
345 WHITNEY AVENUENEW HAVENCT06511PUBLIC CHARITYGENERAL SUPPORT$20,000
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06881PUBLIC CHARITYGENERAL SUPPORT$15,000
SCOTT CARTER FOUNDATION
PO BOX 700448TULSAOK74170PUBLIC CHARITYGENERAL SUPPORT$7,000
ST MICHAELS LUTHERAN
45 OENOKE RIDGE ROADNEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$15,000
STAR OF HOPE
PO BOX 427ELLINWOODKS67526PUBLIC CHARITYGENERAL SUPPORT$6,000
SUFFICIENT GRACE MINISTRIES
300 CHESTNUT ST SUITE ADESHLEROH43516PUBLIC CHARITYGENERAL SUPPORT$2,000
TEAM TOBATI INC
9 ROGERS PLACENEW BRITAINCT06051PUBLIC CHARITYGENERAL SUPPORT$25,000
THE V FOUNDATION FOR CANCER RESEARCH
100 TOWERVIEW COURTCARYNC27513PUBLIC CHARITYGENERAL SUPPORT$20,000
TOWN PLAYERS OF NEW CANAAN
PO BOX 201NEW CANAANCT06840PUBLIC CHARITYGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,649ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINCOME FROM PARTNERSHIPSDesc
Business900002BusinessCd
Exclusion18ExclusionCd
Exclusion$74,370ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$137,019ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,019TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL & ACCOUNTING FEESCategoryTxt
Amt$7,265Amt
Net Investment Income$3,630NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,635DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STOCK OF NON-PUBLIC COMPANIESAT COST$10,287$10,287
HSBC INVESTMENT ACCOUNTFMV$2,115,249$2,115,249
NEW PROVIDENCE BALANCED PORTFOLIO LPFMV$7,856,519$7,856,519
INVESTMENT IN PAROCK LIMITED PARTNERSHIPAT COST$5,844$5,844

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS$375,163
ADJUST BASIS IN PAROCK$13,666

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM PARTNERSHIPSDesc
Revenue And Expenses Per Books$74,370RevenueAndExpensesPerBooksAmt
Adjusted Net Income$74,370AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$16,965Amt
Net Investment Income$16,965NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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