OWENOKE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- OWENOKE FOUNDATION (EIN 22-3483048)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-06-04
- IRS object ID
- 201411559349100706
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-04T14:10:11-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 BATTERSON PARK ROAD | AddressLine1 |
| City | FARMINGTON | City |
| State | CT | State |
| ZIP Code | 06032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223483048 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OWENOKE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O AVERY ROCKEFELLER III PRESIDENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OWEN | NameControl |
| Phone | 8605739683 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 SSQUIRREL HILL ROAD | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AVERY ROCKEFELLER III | Name |
| Title | PRESIDENT AND DIRECTOR | Title |
| Phone | 8605739683 | Phone |
| Date Signed | 2014-04-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA MCGOWAN | Name |
| PTIN | P00184514 | PTIN |
| Phone | 8606786000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10545256 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 29909 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 29909 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 217885 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 247794 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29909 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6300 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10660 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10660 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 20375 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 437 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 37772 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10660 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6300 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 480000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 480000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 517772 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10660 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 486300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -269978 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 19249 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16418 | CashBOY |
| Cash EOY | 24306 | CashEOY |
| Cash EOYFMV | 24306 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1648486 | SavingsAndTempCashInvstBOY |
| Investments Other BOY | 7669613 | InvestmentsOtherBOY |
| Investments Other EOY | 10417581 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 10520950 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9334517 | TotalAssetsBOY |
| Total Assets EOY | 10441887 | TotalAssetsEOY |
| Total Assets EOYFMV | 10545256 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9334517 | UnrestrictedBOY |
| Unrestricted EOY | 10441887 | UnrestrictedEOY |
| Total Net Assets BOY | 9334517 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10441887 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9334517 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10441887 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9334517 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -269978 | ExcessOfRevenueOverExpenses |
| Other Increases | 1377348 | OtherIncreases |
| Subtotal | 10441887 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 10441887 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 441767 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8675554 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050921 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 404750 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8054070 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050254 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 405653 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8617288 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047074 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 405461 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7647410 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053019 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 506034 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10010157 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050552 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251820 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050364 | AverageDistributionRatio |
| Net Noncharitable Assets | 9446686 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 475773 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 192 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 475965 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 486300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 192 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 192 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 192 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14240 | TotalCreditsAndPayments |
| Overpayment | 14048 | Overpayment |
| Amount Credited To Next Year | 7500 | AmountCreditedToNextYear |
| Amount To Be Refunded | 6548 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | AVERY ROCKEFELLER III | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8605739683 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 SQUIRREL HILL ROAD | AddressLine1 |
| City | WEST HARTFORD | City |
| State | CT | State |
| ZIP Code | 06107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| AVERY ROCKEFELLER III | ||||||||
| 22 SQUIRREL HILL ROAD | WEST HARTFORD | CT | 06107 | PRESIDENT AND DIRECTOR | 0.25 | 0 | 0 | 0 |
| MARY RUNESTAD | ||||||||
| 716 PONUS RIDGE ROAD | NEW CANAAN | CT | 06840 | SECRETARY AND DIRECTOR | 0.25 | 0 | 0 | 0 |
| MONICA ROCKEFELLER | ||||||||
| 22 SQUIRREL HILL ROAD | WEST HARTFORD | CT | 06107 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| RODNEY RUNESTAD | ||||||||
| 716 PONUS RIDGE ROAD | NEW CANAAN | CT | 06840 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8898821 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 691723 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9590544 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9590544 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 143858 | CashDeemedCharitable |
| Net Noncharitable Assets | 9446686 | NetNoncharitableAssets |
| Minimum Investment Return | 472334 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 472334 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 192 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 1868 | IncomeTaxForThisYear |
| Total Tax | 2060 | TotalTax |
| Distributable Amount Before Adj | 470274 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 470274 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 470274 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 486300 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 486300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 192 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 486108 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 470274 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 7878 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 41494 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 13706 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 38215 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 101293 | TotalExcessDistriCarryover |
| Qualifying Distributions | 486300 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 470274 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16026 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 117319 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 7878 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 109441 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 41494 | ExcessFromYear4 |
| Excess From Year2 | 13706 | ExcessFromYear2 |
| Excess From Year1 | 38215 | ExcessFromYear1 |
| Excess From Current Year | 16026 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL | ||||||
| 103 HAND AVENUE | ELIZABETHTOWN | NY | 12932 | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| AMERICARES | ||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| BRIDGE FAMILY CENTER INC | ||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||
| 60 HARTLAND STREET 4TH FLOOR | EAST HARTFORD | CT | 06108 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| FAMILY RE-ENTRY INC | ||||||
| 9 MOTT AVENUE SUITE 104 | NORWALK | CT | 06850 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FOODBANK OF LOWER FAIRFIELD COUNTY | ||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 06906 | PUBLIC CHARITY | GENERAL SUPPORT | $22,000 |
| FOODSHARE | ||||||
| 475 WOODLAND AVENUE | BLOOMFIELD | CT | 06002 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| HANDS ON HARTFORD | ||||||
| 330 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| KINGSWOOD-OXFORD SCHOOL | ||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06119 | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | ||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| LUTHERAN SOCIAL SERVICES OF NEW ENGLAND | ||||||
| 888 WORCESTER STREET SUITE 160 | WELLESLEY | MA | 02482 | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| LUTHERAN WORLD RELIEF | ||||||
| 700 LIGHT STREET | BALTIMORE | MD | 21230 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| MAGIC JOHNSON FOUNDATION | ||||||
| 9100 WILSHIRE BLVD SUITE 700 | EAST BEVERLY HILLS | CA | 90212 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| MARK TWAIN HOUSE & MUSEUM | ||||||
| 351 FARMINGTON AVENUE | HARTFORD | CT | 06105 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| NEW CANAAN GROUP | ||||||
| 162 SOUTH AVENUE | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| NOAH WEBSTER HOUSE | ||||||
| 227 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| PIPER THEATER PRODUCTIONS | ||||||
| 332 5TH STREET 5F | BROOKLYN | NY | 11213 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| PLANNED PARENTHOOD OF CONNECTICUT | ||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PUBLIC CHARITY | GENERAL SUPPORT | $18,000 |
| INSPIRICA INC | ||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| SAVE THE CHILDREN | ||||||
| 54 WILTON ROAD | WESTPORT | CT | 06881 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| SCOTT CARTER FOUNDATION | ||||||
| PO BOX 700448 | TULSA | OK | 74170 | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| ST MICHAELS LUTHERAN | ||||||
| 45 OENOKE RIDGE ROAD | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| TEAM TOBATI INC | ||||||
| 9 ROGERS PLACE | NEW BRITAIN | CT | 06051 | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| THE V FOUNDATION FOR CANCER RESEARCH | ||||||
| 100 TOWERVIEW COURT | CARY | NC | 27513 | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| TOWN PLAYERS OF NEW CANAAN | ||||||
| PO BOX 201 | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HILLBOROUGH ELEMENTARY SCHOOL PTA | ||||||
| 402 N NASH STREET | HILLSBOROUGH | NC | 27278 | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| STAR OF HOPE | ||||||
| PO BOX 427 | ELLINWOOD | KS | 67526 | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 480000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,909 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Exclusion CodeExclusionCode | ExclusionExclusionAmount | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|---|---|
| INCOME FROM PARTNERSHIPS | 900002 | 18 | $202,200 | |
| INCOME FROM PARTNERSHIPS | 900002 | $15,685 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $15,685 | UnrelatedBusinessIncomeAmount |
| Exclusion | $232,109 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 247794 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $6,300 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6300 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LOBLOLLY PARTNERS LP | AT COST | 0 | 103369 |
| STOCK OF NON-PUBLIC COMPANIES | AT COST | 17838 | 17838 |
| NEW PROVIDENCE BALANCED PORTFOLIO LP | FMV | 8616449 | 8616449 |
| HSBC INVESTMENT ACCOUNT | FMV | 1783294 | 1783294 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSES | Description |
| Revenue And Expenses Per Books | 437 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| INCOME FROM PARTNERSHIPS | 202200 | 202200 |
| INCOME FROM PARTNERSHIPS | 15685 | 15685 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $1,377,348 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $10,660 | Amount |
| Net Investment Income | 10660 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | Category |
| Amount | $20,375 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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