BETA

CHRISTINA AND ROBERT DOW FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CHRISTINA AND ROBERT DOW FOUNDATION (EIN 13-6879648)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-06-29
IRS object ID
201631819349100503
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)
Return2016-06-29T10:43:57-05:00ReturnTs
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 Line14 BECKER FARM ROADAddressLine1Txt
CityROSELANDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07068ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136879648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHRISTINA AND ROBERT DOW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone7323808615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12719 MAIN STREETAddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT DOWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7323808615PhoneNum
Signature2016-06-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS LANNINGPreparerPersonNm
PTINP00851654PTIN
Phone9732283500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$155,416,342FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,815,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$203InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$203InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,835,822DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,830,603DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,365,959NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,631,039GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,365,959CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$474,099OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$474,099OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$26,491,083TotalRevAndExpnssAmt
Total Net Invst Incm$13,670,864TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$1,408InterestRevAndExpnssAmt
Interest Net Invst Incm$1,408InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$282,132TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,387OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$284,927TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,408TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,276,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,276,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,561,427TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,408TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,276,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,929,656ExcessRevenueOverExpensesAmt
Net Investment Income$13,669,456NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$299,686CashBOYAmt
Cash EOY$871,329CashEOYAmt
Cash EOYFMV$871,329CashEOYFMVAmt
Other Investments BOY$124,717,295OtherInvestmentsBOYAmt
Other Investments EOY$146,075,308OtherInvestmentsEOYAmt
Other Investments EOYFMV$154,545,013OtherInvestmentsEOYFMVAmt
Total Assets BOY$125,016,981TotalAssetsBOYAmt
Total Assets EOY$146,946,637TotalAssetsEOYAmt
Total Assets EOYFMV$155,416,342TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$125,016,981RetainedEarningBOYAmt
Retained Earning EOY$146,946,637RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$125,016,981TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$146,946,637TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,016,981TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$146,946,637TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$125,016,981TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,929,656ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$146,946,637SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$146,946,637TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LORD ABBETT MUTUAL FUNDP2013-01-012015-11-30$3,000,000$2,802,580$197,420$197,420
JPM FLOAT RATEP2013-01-012015-11-30$450,060$462,500-$12,440-$12,440
CAPITAL GAINS DIVIDENDSP$9,180,979$9,180,979$9,180,979
FieldValueIRS element (for citing)
Capital Gain Net Income$9,365,959CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,681,001AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$146,858,219NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052302DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,301,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$121,322,321NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.027213DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,578,818AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$102,761,069NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.083483DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,110,778AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$95,331,705NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053610DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,742,823AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$82,136,094NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045569DistributionYr5Rt
Total Distribution0.262177TotalDistributionRt
Average Distribution0.052435AverageDistributionRt
Net Vl Noncharitable Assets$158,539,584NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,313,023AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$136,695NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,449,718AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,276,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$273,389InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$273,389SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$273,389TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$330,000AppliedToEsTaxAmt
Total Payments And Credits$330,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6,274EsPenaltyAmt
Overpayment$50,337OverpaymentAmt
Applied To ES Tax$50,337AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT S DOWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7323808615PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12719 MAIN STREETAddressLine1Txt
CityLAWRENCEVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08648ZIPCd
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 Holdings0BusinessHoldingsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT S DOW
2719 MAIN STREETLAWRENCEVILLENJ08648TRUSTEE2.00$0$0$0
CHRISTINA SEIX DOW
2719 MAIN STREETLAWRENCEVILLENJ08648TRUSTEE2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$160,304,282AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$649,610AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$160,953,892TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$160,953,892AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,414,308CashDeemedCharitableAmt
Net Vl Noncharitable Assets$158,539,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,926,979MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,926,979MinimumInvestmentReturnAmt
Tax Based On Investment Income$273,389TaxBasedOnInvestmentIncomeAmt
Total Tax$273,389TotalTaxAmt
Distributable Before Adj$7,653,590DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,653,590DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,653,590DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,276,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,276,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,276,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,653,590DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,787,462ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$665,412ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,452,874TotalExcessDistributionCyovAmt
Qualifying Distributions$4,276,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,276,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,377,090ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,377,090ExcessDistributionCyovAppCYAmt
Total Corpus$75,784TotalCorpusAmt
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$75,784ExcessDistriCyovToNextYrAmt
Excess From Year1$75,784ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT S DOWContributingManagerNm
Contributing ManagerCHRISTINA SEIX DOWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAL FARLEY'S
PO BOX 1890AMARILLOTX791740001PCCOMMUNITY$5,000
CASA OF MERCER COUNTYINC
1450 PARKSIDE AVESUITE 22EWINGNJ08638PCCOMMUNITY$10,000
CHILDREN'S FUTURES
16 WEST FRONT STREETSUITE 220TRENTONNJ08608PCCOMMUNITY$10,000
CHRISTINA SEIX ACADEMY
9 MERCER STPRINCETONNJ08540PCCOMMUNITY$4,100,000
EAGLE ROCK GRADUATE FUND
2750 NOTAIAH ROADESTES PARKCO80517PCCOMMUNITY$5,000
FRIENDS OF ORFANATO NINOS DE CRISTO
222 WEST 14 STREETSUITE 12ENEW YORKNY10011PCCOMMUNITY$5,000
HAPPY HILL FARM ACADEMY
3846 NHIGHWAY 144GRANBURYTX76048PCCOMMUNITY$5,000
HOMEFRONT
1880 PRINCETON AVENUELAWRENCEVILLENJ08648PCCOMMUNITY$10,000
ISLESINC
10 WOOD STREETTRENTONNJ08618PCCOMMUNITY$5,000
LAWRENCEVILLE MAIN STREET
17 PHILLIPS AVENUELAWRENCEVILLENJ08648PCCOMMUNITY$500
MERCER COUNTY HISPANIC ASSOC(MECHA)
18 E 6TH AVEHAMILTONNJ08619PCCOMMUNITY$5,000
MERCER STREET FRIENDS FOOD BANK
824 SILVIA STREETEWINGNJ08628PCCOMMUNITY$500
OLIVER SCHOLARS PROGRAM
80 MAIDEN LNNEW YORKNY10038PCCOMMUNITY$10,000
PETER WESTERBROOK FOUNDATION
GPO BOX 7554NEW YORKNY10116PCCOMMUNITY$100,000
SHILOH CDC FREEDOM SCHOOL
416 BELLEVUE AVESUITE 201TRENTONNJ08618PCCOMMUNITY$5,000
TASK
72 1/2 ESCHER STREET PO BOX 872TRENTONNJ08605PCCOMMUNITY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,276,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$203ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,835,822ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$474,099ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,365,959ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,676,083ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,676,083TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHRISTINA SEIX DOW 2011 TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1500 STANTON CHRISTIANA ROADAddressLine1Txt
CityNEWARKCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19713ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,815,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BNY-GOLDEN KNIGHT II CLOAT COST$4,961,729$4,961,775
LA 3375 CALIBRATED MID CAP VALUE IAT COST$13,767,156$15,012,136
LA 3369 CALIBRATED LARGE CAP VALUE IAT COST$13,634,280$14,549,176
LA 1422 INTERNATIONAL CORE EQ IAT COST$9,850,150$10,326,121
LA 2120 INTERNATIONAL DIV INC IAT COST$10,712,526$9,268,285
LA 1449 DIVERSIFIED EQ STRAT IAT COST$12,378,874$15,786,692
LA 1429 ALPHA STRATEGY IAT COST$15,155,492$21,062,643
LA 694 HIGH YLD IAT COST$14,317,302$12,867,881
LA 2084 FLOATING RATE IAT COST$13,787,219$13,082,615
LA 1439 DIVERS EQ STRAT IAT COST$7,359,735$7,362,804
LA 1423 GLOBAL ALLOC IAT COST$8,005,781$7,105,581
LA 699 MICRO CAP VALUE IAT COST$10,038,901$11,307,245
LA 700 MICRO CAP GROWTH IAT COST$11,191,672$10,937,568
LA 1426 USG MM IAT COST$914,491$914,491

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPENALTY EXPENSEDesc
Revenue And Expenses Per Books$1,387RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$474,099RevenueAndExpensesPerBooksAmt
Net Investment Income$474,099NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$282,132Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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