BETA

CHRISTINA AND ROBERT DOW FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CHRISTINA AND ROBERT DOW FOUNDATION (EIN 13-6879648)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-04-06
IRS object ID
201510969349100716
Schema version
2013v4.0
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)
Return2015-04-06T18:57:25-05:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 BECKER FARM ROADAddressLine1
CityROSELANDCity
StateNJState
ZIP Code07068ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136879648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHRISTINA AND ROBERT DOW FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone7323808615PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12719 MAIN STREETAddressLine1
CityLAWRENCEVILLECity
StateNJState
ZIP Code08648ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT DOWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7323808615PhoneNum
Signature2015-04-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN CORSAROPreparerPersonNm
PTINP01220795PTIN
Phone9732283500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$147,759,087FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,531,062ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$176InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$176InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,178,696DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,178,595DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,090,724NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,937,482GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,090,724CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,098,129OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,098,129OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$23,898,787TotalRevAndExpnssAmt
Total Net Invst Incm$16,367,624TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$3,003AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,502AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,501AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$309,677TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$1,500TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$312,680TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,502TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,001TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,678,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,678,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,990,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,502TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,681,001TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,908,107ExcessRevenueOverExpensesAmt
Net Investment Income$16,366,122NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,531CashBOYAmt
Cash EOY$299,686CashEOYAmt
Cash EOYFMV$299,686CashEOYFMVAmt
Other Investments BOY$109,068,343OtherInvestmentsBOYAmt
Other Investments EOY$124,717,295OtherInvestmentsEOYAmt
Other Investments EOYFMV$147,459,401OtherInvestmentsEOYFMVAmt
Total Assets BOY$109,108,874TotalAssetsBOYAmt
Total Assets EOY$125,016,981TotalAssetsEOYAmt
Total Assets EOYFMV$147,759,087TotalAssetsEOYFMVAmt
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$109,108,874RetainedEarningBOYAmt
Retained Earning EOY$125,016,981RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$109,108,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$125,016,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$109,108,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$125,016,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$109,108,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,908,107ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$125,016,981SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$125,016,981TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
LORD ABBETT MUTUAL FUNDS2014-11-30$13,377,100$9,846,758$3,530,342$3,530,342
CAPITAL GAINS DIVIDENDS$7,560,382$7,560,382$7,560,382P
FieldValueIRS element (for citing)
Capital Gain Net Income$11,090,724CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,301,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$121,322,321NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.027213DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,578,818AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$102,761,069NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.083483DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,110,778AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$95,331,705NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053610DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,742,823AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$82,136,094NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045569DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,886,128AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$68,782,428NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071037DistributionYr5Rt
Total Distribution0.280912TotalDistributionRt
Average Distribution0.056182AverageDistributionRt
Net Vl Noncharitable Assets$146,858,219NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,250,788AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$163,661NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,414,449AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,681,001QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$327,322InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$327,322SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$327,322TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$50,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$50,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3,423EsPenaltyAmt
Tax Due$280,745TaxDueAmt

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 DOWBusinessNameLine1
FieldValueIRS element (for citing)
Phone7323808615PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12719 MAIN STREETAddressLine1
CityLAWRENCEVILLECity
StateNJState
ZIP Code08648ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$147,916,070AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,178,569AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$149,094,639TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$149,094,639AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,236,420CashDeemedCharitableAmt
Net Vl Noncharitable Assets$146,858,219NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,342,911MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,342,911MinimumInvestmentReturnAmt
Tax Based On Investment Income$327,322TaxBasedOnInvestmentIncomeAmt
Total Tax$327,322TotalTaxAmt
Distributable Before Adj$7,015,589DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,015,589DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,015,589DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,681,001ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,681,001QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,681,001AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,015,589DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,787,462ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,787,462TotalExcessDistributionCyovAmt
Qualifying Distributions$7,681,001QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,015,589AppliedToCurrentYearAmt
Remaining Distri From Corpus$665,412RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,452,874TotalCorpusAmt
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$3,452,874ExcessDistriCyovToNextYrAmt
Excess From Year2$2,787,462ExcessFromYear2Amt
Excess From Current Year$665,412ExcessFromCurrentYearAmt

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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAL FARLEY'S
PO BOX 1890AMARILLOTX791740001NONEPUBLIC CHARITYCOMMUNITY$10,000
CASA OF MERCER COUNTYINC
1450 PARKSIDE AVESUITE 22EWINGNJ08638NONEPUBLIC CHARITYCOMMUNITY$10,000
CHILDREN'S FUTURES
16 WEST FRONT STREETSUITE 220TRENTONNJ08608NONEPUBLIC CHARITYCOMMUNITY$20,000
EAGLE ROCK GRADUATE FUND
2750 NOTAIAH ROADESTES PARKCO80517NONEPUBLIC CHARITYCOMMUNITY$10,000
FRIENDS OF ORFANATO NINOS DE CRISTO
222 WEST 14 STREETSUITE 12ENEW YORKNY10011NONEPUBLIC CHARITYCOMMUNITY$10,000
HAPPY HILL FARM ACADEMY
3846 NHIGHWAY 144GRANBURYTX76048NONEPUBLIC CHARITYCOMMUNITY$10,000
HOMEFRONT
1880 PRINCETON AVENUELAWRENCEVILLENJ08648NONEPUBLIC CHARITYCOMMUNITY$20,000
ISLESINC
10 WOOD STREETTRENTONNJ08618NONEPUBLIC CHARITYCOMMUNITY$10,000
LAWRENCEVILLE MAIN STREET
17 PHILLIPS AVENUELAWRENCEVILLENJ08648NONEPUBLIC CHARITYCOMMUNITY$1,000
MERCER COUNTY HISPANIC ASSOC(MECHA)
18 E 6TH AVEHAMILTONNJ08619NONEPUBLIC CHARITYCOMMUNITY$10,000
MERCER STREET FRIENDS FOOD BANK
824 SILVIA STREETEWINGNJ08628NONEPUBLIC CHARITYCOMMUNITY$1,000
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE RD SUITE 150JENKINTOWNPA19046NONEPUBLIC CHARITYCOMMUNITY$7,455,000
PETER WESTERBROOK FOUNDATION
GPO BOX 7554NEW YORKNY10116NONEPUBLIC CHARITYCOMMUNITY$100,000
SHILOH CDC FREEDOM SCHOOL
416 BELLEVUE AVESUITE 201TRENTONNJ08618NONEPUBLIC CHARITYCOMMUNITY$10,000
TASK
72 1/2 ESCHER STREET PO BOX 872TRENTONNJ08605NONEPUBLIC CHARITYCOMMUNITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,678,000TotalGrantOrContriPdDurYrAmt
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$176ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,178,696ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$1,098,129ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,090,724ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,367,725ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,367,725TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ROBERT CHRISTINA DOW
12719 MAIN STREETLAWRENCEVILLENJ08648$50,000Yes (X)
LINDSAY DOW 2011 TRUST
22719 MAIN STREETLAWRENCEVILLENJ08648$1,556,062Yes (X)
ROBERT S DOW 2011 TRUST
3500 STANTON CHRISTIANA ROADNEWARKDE19713$425,000Yes (X)
CHRISTINA SEIX DOW 2011 TRUST
4500 STANTON CHRISTIANA ROADNEWARKDE19713$5,500,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,003Amt
Net Investment Income$1,502NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,501DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BNY-GOLDEN KNIGHT II CLOAT COST$4,973,251$4,973,251
LA 577 CALIBRATED DIV GROWTH IAT COST$0$0
LA 3375 CALIBRATED MID CAP VALUE IAT COST$12,726,067$15,575,118
LA 3369 CALIBRATED LARGE CAP VALUE IAT COST$12,688,045$15,237,295
LA 1422 INTERNATIONAL CORE EQ IAT COST$6,350,150$7,430,644
LA 2120 INTERNATIONAL DIV INC IAT COST$6,800,000$7,462,995
LA 1449 DIVERSIFIED EQ STRAT IAT COST$10,206,601$15,404,151
LA 1429 ALPHA STRATEGY IAT COST$13,323,144$20,597,368
LA 694 HIGH YLD IAT COST$14,259,407$14,347,568
LA 2084 FLOATING RATE IAT COST$12,837,435$12,713,140
LA 1439 DIVERS EQ STRAT IAT COST$5,457,934$6,413,317
LA 1423 GLOBAL ALLOC IAT COST$5,778,641$6,067,912
LA 699 MICRO CAP VALUE IAT COST$8,182,575$8,877,867
LA 700 MICRO CAP GROWTH IAT COST$9,302,652$10,533,306
LA 1426 USG MM IAT COST$1,368,893$1,368,893
LA FLOAT RATE INC FDAT COST$462,500$456,576

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$1,098,129RevenueAndExpensesPerBooksAmt
Net Investment Income$1,098,129NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAXES$308,177$0$0$0
STATE INCOME TAXES$1,500$0$0$1,500

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