STOWE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STOWE FAMILY FOUNDATION (EIN 13-7104307)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-07-28
- IRS object ID
- 202612099349100511
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-28T10:43:06-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137104307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOWE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOW | BusinessNameControlTxt |
| Phone | 2129498700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1227 | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H STOWE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129498700 | PhoneNum |
| Signature | 2026-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEAN JIANG | PreparerPersonNm |
| PTIN | P00170967 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $938,450 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,775 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,833 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $215,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $240,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,766 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,887 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $959 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,846 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $143,921 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,509 | CashBOYAmt |
| Cash EOY | $31,966 | CashEOYAmt |
| Cash EOYFMV | $31,966 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $122,431 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $124,499 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $92,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $112,959 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $781,985 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $123,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $938,450 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $123,435 | RetainedEarningBOYAmt |
| Retained Earning EOY | $267,356 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $143,921 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $267,356 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FROM PASSTHRU: BELLE MEADE ASSOC. NT LP | P | 2024-10-01 | 2025-09-30 | -$287 | -$287 |
| FROM PASSTHRU: BELLE MEADE ASSOC. NT LP | P | 2018-01-01 | 2025-09-30 | $37,526 | $37,526 |
| BELLE MEADE ASSOC. NT LP | P | 2018-01-01 | 2024-10-07 | $178,594 | $178,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,833 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,223 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,223 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,577 | OverpaymentAmt |
| Applied To ES Tax | $3,577 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD STOWE | IndividualWithBooksNm |
| Phone | 2129498700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1227 | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD H STOWE | ||||||||
| PO BOX 3046 | SHELTER ISLAND HEIGHTS | NY | 11965 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| NATASHA P STOWE | ||||||||
| PO BOX 3046 | SHELTER ISLAND HEIGHTS | NY | 11965 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DOUGLAS B STOWE | ||||||||
| PO BOX 3046 | SHELTER ISLAND HEIGHTS | NY | 11965 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $846,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $899,746 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $899,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $886,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,223 | TotalTaxAmt |
| Distributable Before Adj | $41,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,846 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,846 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,794 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,163 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,083 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $186,068 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,846 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,756 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $221,824 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,794 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,219 | ExcessFromYear4Amt |
| Excess From Year3 | $10,163 | ExcessFromYear3Amt |
| Excess From Year2 | $77,083 | ExcessFromYear2Amt |
| Excess From Year1 | $50,809 | ExcessFromYear1Amt |
| Excess From Current Year | $35,756 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEN STEVENSON SCHOOL | |||||||
| 132 E 78TH ST | NEW YORK | NY | 10075 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $1,000 |
| DILLER-QUAILE SCHOOL OF MUSIC | |||||||
| 24 E 95TH ST | NEW YORK | NY | 10128 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $500 |
| EPISCOPAL SCHOOL OF THE CITY OF NEW YORK | |||||||
| 35 E 69TH ST | NEW YORK | NY | 10021 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $1,000 |
| HARVARD CHAN SCHOOL OF PUBLIC HEALTH | |||||||
| 677 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $12,500 |
| HARVARD COLLEGE | |||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $40,000 |
| JOHN HOPKINS UNIVERSITY - CENTER FOR TALENTED YOUTH | |||||||
| 5801 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $1,000 |
| MAHARISHI INTERNATIONAL UNIVERSITY | |||||||
| 1000 N 4TH ST | FAIRFIELD | IA | 52557 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $1,000 |
| PROMISE PROJECT | |||||||
| 97 FORT WASHINGTON AVE SUITE 1C | NEW YORK | NY | 10032 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $1,000 |
| SHELTER ISLAND FOOD PANTRY | |||||||
| 32 N FERRY ROAD | SHELTER ISLAND | NY | 11964 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $2,000 |
| SHELTER ISLAND FRIENDS OF MUSIC | |||||||
| 32 N FERRY ROAD | SHELTER ISLAND | NY | 11964 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $1,000 |
| SPEYER LEGACY SCHOOL | |||||||
| 925 9TH AVENUE | NEW YORK | NY | 10019 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $3,000 |
| SYLVESTER MANOR EDUCATIONAL FARM | |||||||
| 80 N FERRY ROAD | SHELTER ISLAND | NY | 11964 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $5,000 |
| UNION CHAPEL | |||||||
| PO BOX 326 | SHELTER ISLAND HEIGHTS | NY | 11965 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $2,000 |
| WATER TO THRIVE | |||||||
| 7801 N LAMAR SUITE D 90 | AUSTIN | TX | 78752 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF DONEE ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,933 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,766 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,766 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD NATASHA STOWE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3046 | AddressLine1Txt |
| City | SHELTER ISLAND HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,775 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,775 | Amt |
| Net Investment Income | $2,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,887 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $122,431 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $124,499 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BELLE MEADE ASSOCIATES LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $112,959 | BookValueAmt |
| EOYFMV | $781,985 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM PASSTHRU: BELLE MEADE ASSOC. NT LP- NON DEDUCTIBLE EXP | $9,788 | $0 | $0 |
| OTHER EXPENSES | $5,479 | $0 | $915 |
| BANK FEES | $44 | $0 | $44 |
| IRS PENALTY AND INTEREST | $157 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $2,377 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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