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VINCENT DOWLING FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
VINCENT DOWLING FAMILY FOUNDATION INC (EIN 02-0709433)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201501339349101495
Schema version
2014v5.0
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)
Return2015-05-13T11:22:53-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020709433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Vincent Dowling Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlVINCBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personvincent j dowling jrPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,349,914FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,699,933ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$189,263DividendsRevAndExpnssAmt
Dividends Net Invst Incm$189,263DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$321,097NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,410,083GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,261,726CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,210,343TotalRevAndExpnssAmt
Total Net Invst Incm$2,451,039TotalNetInvstIncmAmt
Taxes Rev And Expnss$13,800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$17,680OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$102OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17,578OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$102TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,578TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,134,373ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,134,373ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,165,853TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$102TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,151,951TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,044,490ExcessRevenueOverExpensesAmt
Net Investment Income$2,450,937NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,146,673SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,580,215SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,580,215SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,124,750CorporateStockBOYAmt
Corporate Stock EOY$11,858,438CorporateStockEOYAmt
Corporate Stock EOYFMV$14,769,699CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,122,740CorporateBondsBOYAmt
Total Assets BOY$13,394,163TotalAssetsBOYAmt
Total Assets EOY$15,438,653TotalAssetsEOYAmt
Total Assets EOYFMV$18,349,914TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$13,394,163RetainedEarningBOYAmt
Retained Earning EOY$15,438,653RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,394,163TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,438,653TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,394,163TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,438,653TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,394,163TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,044,490ExcessRevenueOverExpensesAmt
Subtotal$15,438,653SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,438,653TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$6,410,083GrossSalesPriceAmt
Cost Or Other Basis$4,148,357CostOrOtherBasisAmt
Gain Or Loss$2,261,726GainOrLossAmt
Gains Minus Excess Or Losses$2,261,726GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,261,726CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,313,657AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,131,551NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.327063DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,099AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,658,448NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.012035DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,898,964AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,922,119NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.649859DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,465,360AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,094,550NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.699606DistributionYr4Rt
Adjusted Qlfy Distri Yr5$214,339AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,411,612NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.15184DistributionYr5Rt
Total Distribution1.840403TotalDistributionRt
Average Distribution0.368081AverageDistributionRt
Net Vl Noncharitable Assets$17,309,395NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,371,259AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24,509NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,395,768AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,151,951QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49,019InvestmentIncomeExciseTaxAmt
Subtotal$49,019SubtotalAmt
Tax Based On Investment Income$49,019TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,153EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,153TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$36,866TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Alexanderson Jane Dowling
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
Jane C Dowling
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
Porter R Dowling
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
Vincent J Dowling
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
Vincent J Dowling Jr
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0
Vincent J Dowling III
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
Caroline D Klotz
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,914,242AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,658,748AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,572,990TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,572,990AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$263,595CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,309,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$865,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$865,470MinimumInvestmentReturnAmt
Tax Based On Investment Income$49,019TaxBasedOnInvestmentIncomeAmt
Total Tax$49,019TotalTaxAmt
Distributable Before Adj$816,451DistributableBeforeAdjAmt
Distributable Before Ded$816,451DistributableBeforeDedAmt
Distributable As Adjusted$816,451DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,151,951ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$5,151,951QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,151,951AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$816,451DistributableAsAdjustedAmt
Undistributed Income PY$373,578UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$5,151,951QualifyingDistributionsAmt
Applied To Year1$373,578AppliedToYear1Amt
Applied To Current Year$816,451AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,961,922RemainingDistriFromCorpusAmt
Total Corpus$3,961,922TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,961,922ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,961,922ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVINCENT J DOWLING JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AQUINAS AT DARTMOUTH INC
2 OCCUM RIDGEHANOVERNH03755N/APCGeneral & Unrestricted$1,000
AVON OLD FARMS SCHOOL INC
500 OLD FARMS RDAVONCT06001N/APCPedro L. Vega '12 Scholarship Fund$2,500
COLLEGE OF NEW ROCHELLE
29 CASTLE PLNEW ROCHELLENY10805N/APCGeneral & Unrestricted$1,000
CONNECTICUT CHILDRENS MEDICAL CENTER FOUNDATION IN
282 WASHINGTON STHARTFORDCT06106N/APCThe Vincent J. Dowling Family Cardiovascular Care$100,000
COVENANT HOUSE NEW JERSEY INC
330 WASHINGTON STNEWARKNJ07102N/APCCharitable Event$15,000
FLORENCE GRISWOLD MUSEUM INC
96 LYME STOLD LYMECT06371N/APCGeneral & Unrestricted$15,000
FOUNDATION TO ERADICATE DUCHENNE INC
PO BOX 2371ALEXANDRIAVA22301N/APCGeneral & Unrestricted$2,500
HARTFORD YOUTH SCHOLARS FOUNDATION INC
133 ALLEN PLHARTFORDCT06106N/APCGeneral & Unrestricted$20,000
HILL-STEAD MUSEUM
35 MOUNTAIN RDFARMINGTONCT06032N/APCGeneral & Unrestricted$3,000
HOLE IN THE WALL GANG FUND INC
555 LONG WHARF DRNEW HAVENCT06511N/APCGeneral & Unrestricted$1,000
KINGSWOOD OXFORD SCHOOL INC
170 KINGSWOOD RDWEST HARTFORDCT06119N/APCGeneral & Unrestricted$5,000
LEHIGH UNIVERSITY
622 BRODHEAD AVEBETHLEHEMPA18015N/APCGeneral & Unrestricted$2,500
LUNGEVITY FOUNDATION
218 S WABASH AVE STE 540CHICAGOIL60604N/APCCharitable Event$1,000
PARTNERSHIPS FOR CHANGE
PO BOX 471647SAN FRANCISCOCA94147N/APCCampus Assaults Film Project$25,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
600 ATLANTIC AVE 13TH FLBOSTONMA02210N/APCHarvard Business School$5,000
PRESIDENT AND TRUSTEES OF BATES COLLEGE
2 ANDREWS RDLEWISTONME04240N/APCGeneral & Unrestricted$125,000
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLNEW YORKNY10003N/APCGeneral & Unrestricted$10,000
SCHOOL YEAR ABROAD INC
120 WATER STNORTH ANDOVERMA01845N/APCAnnual Fund$500
SPECIAL OPERATIONS WARRIOR FOUNDATION
PO BOX 89367TAMPAFL33689N/APCGeneral & Unrestricted$5,000
ST CATHERINE OF SIENA CHURCH
4 RIVERSIDE AVERIVERSIDECT06878N/APCGeneral & Unrestricted$1,000
ST BALDRICKS FOUNDATION INC
14111 FREEWAY DR STE 200SANTA FE SPRINGSCA90670N/APCGeneral & Unrestricted$2,500
ST GREGORY THE GREAT CHURCH
235 MALTBY STBRISTOLCT06010N/APCGeneral & Unrestricted$1,000
ST PETER CLAVER CATHOLIC CHURCH
47 PLEASANT STWEST HARTFORDCT06107N/APCGeneral & Unrestricted$1,000
TAFT SCHOOL CORPORATION
110 WOODBURY RDWATERTOWNCT06795N/APCGeneral & Unrestricted$1,000
TALCOTT MOUNTAIN SCIENCE CENTER FOR STUDENT INVOLV
324 MONTEVIDEO RDAVONCT06001N/APCGeneral & Unrestricted$1,000
TEACH FOR AMERICA - CONNECTICUT
370 JAMES ST STE 404NEW HAVENCT06513N/APCGeneral & Unrestricted$25,000
THE AMERICAN IRELAND FUND
211 CONGRESS ST 10TH FLBOSTONMA02110N/APCGeneral & Unrestricted$10,000
TRUSTEES OF DARTMOUTH COLLEGE
7 LEBANON ST STE 302HANOVERNH03755N/APCZimmerman Fitness Center and Endowment Campaign$4,150,373
TRUSTEES OF DARTMOUTH COLLEGE
7 LEBANON ST STE 302HANOVERNH03755N/APC2014 Annual Fund$25,000
TRUSTEES OF DARTMOUTH COLLEGE
7 LEBANON ST STE 302HANOVERNH03755N/APC2015 Annual Fund$25,000
UNITED WAY INC
30 LAUREL STHARTFORDCT06106N/APCGeneral & Unrestricted$25,000
UNIVERSITY OF CONN LAW SCHOOL FOUNDATION INC
45 ELIZABETH STHARTFORDCT06105N/APCGeneral & Unrestricted$1,000
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STHARTFORDCT06103N/APCGeneral & Unrestricted$25,000
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STHARTFORDCT06103N/APCMatching Challenge$500,000
WWP INC
PO BOX 758517TOPEKAKS66675N/APCGeneral & Unrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,134,373TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$189,263ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$321,097ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$510,410ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$510,410TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Dowling Jr Vincent J
1190 Farmington AveFarmingtonCT06032$6,539,933Yes (X)
Klotz Caroline D
298 Winesap RoadKensingtonCT06037$160,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1AMER OVERSEAS GP LTD AOREF, 794 sh.$1,270,4002014-12-23
1SS&C TECHNOLOGIES INC SSNC, 40000 sh.$1,759,8002014-06-30
1THIRD POINT OFFSHORE TPNTF, 100000 sh.$1,690,0002014-06-20
1AMER OVERSEAS GP LTD - OLD AORE, 115355.50 sh.$1,819,7332014-04-03
2AMER OVERSEAS GP LTD AOREF, 100 sh.$160,0002014-12-23

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMER OVERSEAS GP LTD$3,249,257$3,080,735
BERKLEY W R CP$119,363$192,225
CHUBB CORP$745,650$1,034,700
ENSTAR GROUP INC$1,529,625$2,293,350
LIBERTY INTERACTIVE CORPORATIO$1,198,934$1,471,000
LIBERTY VENTURES$186,053$268,114
SS&C TECHNOLOGIES INC$3,217,468$4,386,750
THIRD POINT OFFSHORE$422,500$417,750
TRAVELERS COMPANIES INC$513,188$793,875
VALIDUS HLDS LTD$676,400$831,200

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$17,553$17,553
Bank Charges$102$102
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$12,100
990-T EXTENSION FOR 2013$1,700

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