OWENOKE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
OWENOKE FOUNDATION (EIN 22-3483048)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-10-14
IRS object ID
201522879349100612
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)
Return2015-10-14T16:54:02-05:00ReturnTs
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 Line1350 CHURCH STREET 12TH FLOORAddressLine1
CityHARTFORDCity
StateCTState
ZIP Code06103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223483048EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OWENOKE FOUNDATIONBusinessNameLine1
Business Name Line2C/O AVERY ROCKEFELLER III PRESIDENTBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlOWENBusinessNameControlTxt
Phone8605739683PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 SQUIRREL HILL ROADAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06107ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVERY ROCKEFELLER IIIPersonNm
Person TitlePRESIDENT AND DIRECTORPersonTitleTxt
Phone8605739683PhoneNum
Signature2015-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA MCGOWANPreparerPersonNm
PTINP00184514PTIN
Phone9592007000PhoneNum
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$10,773,751FMVAssetsEOYAmt
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$47,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,232DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$109,979OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$157,211TotalRevAndExpnssAmt
Total Net Invst Incm$47,232TotalNetInvstIncmAmt
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$6,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,556OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,556OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,032TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,188TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,856TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$524,188TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,856TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$503,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$366,977ExcessRevenueOverExpensesAmt
Net Investment Income$29,376NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,306CashBOYAmt
Cash EOY$14,674CashEOYAmt
Cash EOYFMV$14,674CashEOYFMVAmt
Other Investments BOY$10,417,581OtherInvestmentsBOYAmt
Other Investments EOY$10,759,077OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,759,077OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,441,887TotalAssetsBOYAmt
Total Assets EOY$10,773,751TotalAssetsEOYAmt
Total Assets EOYFMV$10,773,751TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$10,441,887UnrestrictedBOYAmt
Unrestricted EOY$10,773,751UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$10,441,887TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,773,751TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,441,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,773,751TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,441,887TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$366,977ExcessRevenueOverExpensesAmt
Other Increases$698,841OtherIncreasesAmt
Subtotal$10,773,751SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,773,751TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$486,108AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,446,686NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051458DistributionYr1Rt
Adjusted Qlfy Distri Yr2$441,767AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,675,554NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050921DistributionYr2Rt
Adjusted Qlfy Distri Yr3$404,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,054,070NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050254DistributionYr3Rt
Adjusted Qlfy Distri Yr4$405,653AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,617,288NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047074DistributionYr4Rt
Adjusted Qlfy Distri Yr5$405,461AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,647,410NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053019DistributionYr5Rt
Total Distribution0.252726TotalDistributionRt
Average Distribution0.050545AverageDistributionRt
Net Vl Noncharitable Assets$10,649,786NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$538,293AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$294NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$538,587AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$503,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$588InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$588SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$588TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,380EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,380TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$8,792OverpaymentAmt
Applied To ES Tax$8,792AppliedToESTaxAmt
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 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 ROADAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06107ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$10,767,160AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,564AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,241FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,811,965TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,811,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$162,179CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,649,786NetVlNoncharitableAssetsAmt
Minimum Investment Return$532,489MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$532,489MinimumInvestmentReturnAmt
Tax Based On Investment Income$588TaxBasedOnInvestmentIncomeAmt
Total Tax$588TotalTaxAmt
Distributable Before Adj$531,901DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$531,901DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$531,901DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$503,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$503,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$503,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$531,901DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$41,494ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$13,706ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,215ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,026ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$109,441TotalExcessDistributionCyovAmt
Qualifying Distributions$503,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$503,300AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$28,601ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$28,601ExcessDistributionCyovAppCYAmt
Total Corpus$80,840TotalCorpusAmt
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$12,893ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$67,947ExcessDistriCyovToNextYrAmt
Excess From Year3$13,706ExcessFromYear3Amt
Excess From Year2$38,215ExcessFromYear2Amt
Excess From Year1$16,026ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient 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
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
HANDS ON HARTFORD
330 MAIN STREET 3RD FLOORHARTFORDCT06106PUBLIC CHARITYGENERAL SUPPORT$25,000
INSPIRICA INC
141 FRANKLIN STREETSTAMFORDCT06901PUBLIC CHARITYGENERAL SUPPORT$20,000
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
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PUBLIC CHARITYGENERAL SUPPORT$15,000
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06881PUBLIC CHARITYGENERAL SUPPORT$17,000
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$5,000
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
HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY
1542 BARNUM AVEBRIDGEPORTCT06606PUBLIC CHARITYGENERAL SUPPORT$20,000
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$47,232ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmt
INCOME FROM PARTNERSHIPS90000218$103,431
FEDERAL INCOME TAX REFUNDS90000201$6,548

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$157,211ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$157,211TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,600Amt
Net Investment Income$3,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STOCK OF NON-PUBLIC COMPANIESAT COST$16,007$16,007
HSBC INVESTMENT ACCOUNTFMV$1,564,406$1,564,406
NEW PROVIDENCE BALANCED PORTFOLIO LPFMV$9,178,664$9,178,664

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PARTNERSHIPS$103,431$103,431
FEDERAL INCOME TAX REFUNDS$6,548$6,548

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAINDescription
Amount$698,841Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$14,556Amt
Net Investment Income$14,556NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$3,032Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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