CHRISTINA AND ROBERT DOW FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTINA AND ROBERT DOW FOUNDATION (EIN 13-6879648)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-03-26
- IRS object ID
- 201440859349100004
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-26T14:31:51-05:00 | 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 | 23 CHRISTOPHER WAY | AddressLine1 |
| City | EATONTOWN | City |
| State | NJ | State |
| ZIP Code | 07724 | 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 | 136879648 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHRISTINA AND ROBERT DOW FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHRI | NameControl |
| Phone | 7323808615 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2719 MAIN STREET | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT DOW | Name |
| Title | TRUSTEE | Title |
| Phone | 7323808615 | Phone |
| Date Signed | 2014-03-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN A CORSARO CPA | Name |
| PTIN | P01220795 | PTIN |
| Phone | 7325780700 | 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 | 137178871 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3743255 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 390 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 390 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4735583 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4730099 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10412382 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 32101859 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10412382 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18891610 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15142871 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 44680 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 44680 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3301500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3301500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3346180 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3301500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 15545430 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15142871 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 309725 | CashBOY |
| Cash EOY | 40531 | CashEOY |
| Cash EOYFMV | 40594 | CashEOYFMV |
| Investments Other BOY | 93439495 | InvestmentsOtherBOY |
| Investments Other EOY | 109068343 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 137138277 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 93749220 | TotalAssetsBOY |
| Total Assets EOY | 109108874 | TotalAssetsEOY |
| Total Assets EOYFMV | 137178871 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 93749220 | RetainedEarningsBOY |
| Retained Earnings EOY | 109108874 | RetainedEarningsEOY |
| Total Net Assets BOY | 93749220 | TotalNetAssetsBOY |
| Total Net Assets EOY | 109108874 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 93749220 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 109108874 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 93749220 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 15545430 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 109294650 | Subtotal |
| Other Decreases | 185776 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 109108874 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|
| LORD ABBETT MUTUAL FUNDS | 2013-11-30 | 25663484 | 21689477 | 3974007 | 3974007 | |
| JP MORGAN CUSTODY ACCOUNT | 2013-11-30 | 5213 | 5213 | 5213 | P | |
| CAPITAL GAINS DIVIDENDS | 6433162 | 6433162 | 6433162 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10412382 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8578818 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 102761069 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.083483 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5110778 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 95331705 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053610 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3742823 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 82136094 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045569 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4886128 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 68782428 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.071037 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3125750 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 74098778 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042184 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.295883 | TotalDistributionRatio |
| Average Distribution Ratio | 0.059177 | AverageDistributionRatio |
| Net Noncharitable Assets | 121322321 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7179491 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 151429 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7330920 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3301500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 302857 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 302857 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 302857 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 44680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 44680 | TotalCreditsAndPayments |
| Tax Due | 258177 | TaxDue |
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 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7323808615 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2719 MAIN STREET | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | 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 | 0 | BusinessHoldings |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT S DOW | ||||||||
| 2719 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| CHRISTINA SEIX DOW | ||||||||
| 2719 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | TRUSTEE | 2.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 121789094 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1380775 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 123169869 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 123169869 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1847548 | CashDeemedCharitable |
| Net Noncharitable Assets | 121322321 | NetNoncharitableAssets |
| Minimum Investment Return | 6066116 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6066116 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 302857 | TaxBasedOnInvestmentIncome |
| Total Tax | 302857 | TotalTax |
| Distributable Amount Before Adj | 5763259 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5763259 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5763259 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3301500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3301500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3301500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5763259 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 1288909 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 430191 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3530121 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5249221 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3301500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3301500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2461759 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2461759 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2787462 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2787462 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 2787462 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S DOW | ContributingManager |
| Contributing Manager | CHRISTINA SEIX DOW | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| CASA OF MERCER COUNTYINC | ||||||||
| 1450 PARKSIDE AVESUITE 22 | EWING | NJ | 08638 | NONE | PUBLIC CHARITY | COMMUNITY | $10,000 | |
| CHILDREN'S FUTURES | ||||||||
| 16 WEST FRONT STREETSUITE 220 | TRENTON | NJ | 08608 | NONE | PUBLIC CHARITY | COMMUNITY | $10,000 | |
| CHRISTINA SEIX ACADEMY | ||||||||
| 1550 STUYVESANT AVENUE | TRENTON | NJ | 08618 | NONE | PUBLIC CHARITY | SCHOLARSHIP | $1,250,000 | |
| EAGLE ROCK GRADUATE FUND | ||||||||
| 2750 NOTAIAH ROAD | ESTES PARK | CO | 80517 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 | |
| FRIENDS OF ORFANATO NINOS DE CRISTO | ||||||||
| 222 WEST 14 STREETSUITE 12E | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 | |
| ISLESINC | ||||||||
| 10 WOOD STREET | TRENTON | NJ | 08618 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 | |
| JP MORGAN CHARITABLE GIVING FUND | ||||||||
| C/O NATIONAL PHILANTHROPIC TRUST | JENKINTOWN | PA | 190463594 | NONE | PUBLIC CHARITY | COMMUNITY | $2,000,000 | 165 TOWNSHIP LINE ROAD SUITE 150 |
| LAWRENCEVILLE MAIN STREET | ||||||||
| 17 PHILLIPS AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | PUBLIC CHARITY | COMMUNITY | $500 | |
| MERCER STREET FRIENDS FOOD BANK | ||||||||
| 824 SILVIA STREET | EWING | NJ | 08628 | NONE | PUBLIC CHARITY | COMMUNITY | $500 | |
| OLIVER SCHOLARS PROGRAM | ||||||||
| 80 MAIDEN LANE SUITE 706 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 | |
| SHILOH CDC FREEDOM SCHOOL | ||||||||
| 416 BELLEVUE AVESUITE 201 | TRENTON | NJ | 08618 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 | |
| TASK | ||||||||
| 72 1/2 ESCHER STREET PO BOX 872 | TRENTON | NJ | 08605 | NONE | PUBLIC CHARITY | COMMUNITY | $500 | |
| YWCA TRENTON | ||||||||
| 140 EHANOVER STREET | TRENTON | NJ | 08608 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3301500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $390 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,735,583 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,412,382 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,148,355 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15148355 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ROBERT CHRISTINA DOW | 2719 MAIN STREET | LAWRENCEVILLE | NJ | 08648 | 600000 | X | |
| 2 | ROBERT S DOW 2011 TRUST | 500 STANTON CHRISTIANA ROAD | NEWARK | DE | 19713 | 40000 | X | |
| 3 | CHRISTINA SEIX DOW 2011 TRUST | 500 STANTON CHRISTIANA ROAD | NEWARK | DE | 19713 | 2503255 | X | X |
| 4 | CHRISTINA SEIX DOW 2011 TRUST | 500 STANTON CHRISTIANA ROAD | NEWARK | DE | 19713 | 600000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 3 | ContributorNumberFromPartI |
| Noncash Property Description | 184,676.636 SHARES TAX FREE AND MUNI SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 2503255 | FairMarketValue |
| Date Received | 2012-12-24 | DateReceived |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (32 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BNY-GOLDEN KNIGHT II CLO | AT COST | 4814258 | 4814258 |
| LA 685 AFFILIATED FUND I | AT COST | 0 | 0 |
| LA 603 CLASSIC STOCK I | AT COST | 0 | 0 |
| LA 577 CALIBRATED DIV GROWTH I | AT COST | 3775894 | 4405230 |
| LA 3375 CALIBRATED MID CAP VALUE I | AT COST | 14203409 | 17471805 |
| LA 3369 CALIBRATED LARGE CAP VALUE I | AT COST | 14126410 | 17729598 |
| LA 1422 INTERNATIONAL CORE EQ I | AT COST | 5350150 | 6828927 |
| LA 2120 INTERNATIONAL DIV INC I | AT COST | 4800000 | 5682828 |
| LA 686 INTERNATIONAL OPPUR I | AT COST | 0 | 0 |
| LA 1449 DIVERSIFIED EQ STRAT I | AT COST | 8339589 | 13599474 |
| LA 1428 BALANCED STRAT I | AT COST | 0 | 0 |
| LA 1429 ALPHA STRATEGY I | AT COST | 11198164 | 19001015 |
| LA 1427 INCOME FD I | AT COST | 0 | 0 |
| LA 694 HIGH YLD I | AT COST | 7858879 | 8365199 |
| LA 2084 FLOATING RATE I | AT COST | 10293612 | 10445056 |
| LA 1408 CONVERTIBLE I | AT COST | 0 | 0 |
| LA 688 BOND DEBEN I | AT COST | 0 | 0 |
| LA 1439 DIVERS EQ STRAT I | AT COST | 5284146 | 6087220 |
| LA 1423 GLOBAL ALLOC I | AT COST | 5728447 | 5979282 |
| LA 594 VALUE OPPOR I | AT COST | 0 | 0 |
| LA 608 STOCK APPRE I | AT COST | 0 | 0 |
| LA 687 SMALL CAP VALUE I | AT COST | 0 | 0 |
| LA 591 SMALL CAP BLEND I | AT COST | 0 | 0 |
| LA 699 MICRO CAP VALUE I | AT COST | 5392892 | 7049987 |
| LA 700 MICRO CAP GROWTH I | AT COST | 6977799 | 8753704 |
| LA 692 GROWTH OPPOR I | AT COST | 0 | 0 |
| LA 3338 GROWTH LDRE FD I | AT COST | 0 | 0 |
| LA 1403 FUND EQUITY I | AT COST | 0 | 0 |
| LA 690 DEVEL GROWTH I | AT COST | 0 | 0 |
| LA 1426 USG MM I | AT COST | 924694 | 924694 |
| LA 1440 DIV INC STRATEGY FUND I | AT COST | 0 | 0 |
| LA 249 SHORT DURATION | AT COST | 0 | 0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK VS TAX GAIN ON SALES OF SECURITIES | Description |
| Amount | $185,776 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | Category |
| Amount | $44,680 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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