ROWE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROWE FAMILY FOUNDATION (EIN 20-0721105)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-20
- IRS object ID
- 202222939349101402
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-20T15:53:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200721105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rowe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROWE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W ROWE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN W | PersonFirstNm |
| Person Last | ROWE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,513,268 | 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 | $2,000,339 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $889 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $889 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $826,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $826,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,925,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,493,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,510,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,753,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,338,439 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $95,442 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,442 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,198 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $85,951 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $980 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,971 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,473 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,971 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,640,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,640,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,839,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,724,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,914,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,237,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,546,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,619,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,619,741 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,629,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,403,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,410,126 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,106,059 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,172,695 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,483,401 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,281,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,196,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,513,268 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $33,281,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,196,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,281,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,196,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,281,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,196,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,281,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,914,282 | ExcessRevenueOverExpensesAmt |
| Subtotal | $36,196,184 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $36,196,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,493,031 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,982,187 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,510,844 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,510,844 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,510,844 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,906 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $58,906 | SubtotalAmt |
| Tax Based On Investment Income | $58,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $51,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $59,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $94 | OverpaymentAmt |
| Applied To ES Tax | $94 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Abigail M Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| John W Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Meredith L Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Rebecca J Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Valerie A Rowe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | |||||
| 505 North HWY 169 STE 900 | PLYMOUTH | MN | 554416434 | Investment MGMT | $95,442 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $84,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,958,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,778,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,450,194 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,187,210 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,187,210 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $602,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,584,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,979,220 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,979,220 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,906 | TotalTaxAmt |
| Distributable Before Adj | $1,920,314 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,920,314 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,920,314 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,724,971 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,724,971 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,920,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,630,685 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $1,724,971 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,630,685 | AppliedToYear1Amt |
| Applied To Current Year | $94,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,826,028 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | John W Rowe | ContributingManagerNm |
| Contributing Manager | Valerie A Rowe | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOWDOIN COLLEGE | |||||||
| 3530 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | The Rebecca Rowe '97 Fund for Arctic Studies | $50,000 |
| CARROLL SCHOOL CORP | |||||||
| 25 BAKER BRIDGE RD | LINCOLN | MA | 01773 | N/A | PC | Program for Teachers of Color in the Angela Wilkins Program of Graduate Studies in Education at Carroll School | $50,000 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | N/A | PC | Broad Reach Capital Campaign | $125,000 |
| COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBST | |||||||
| 1330 6TH AVE 38TH FL | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $40,000 |
| CRISTO REY NEW YORK HIGH SCHOOL | |||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $250,000 |
| GENERATIONS UNITED INC | |||||||
| 80 F ST NW SUITE 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $50,000 |
| HARVARD MEDICAL SCHOOL | |||||||
| 401 PARK DRIVE STE 22 WEST | BOSTON | MA | 02215 | N/A | PC | Jeffrey Flier Fund | $50,000 |
| HARVARD MEDICAL SCHOOL | |||||||
| 401 PARK DRIVE STE 22 WEST | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $75,000 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL ST | WOODS HOLE | MA | 02543 | N/A | PC | to support the establishment of a program in graduate education with the University of Chicago | $500,000 |
| MOUNT DESERT ISLAND SEARCH & RESCUE | |||||||
| PO BOX 1266 | SOUTHWEST HBR | ME | 04679 | N/A | PC | to support SAR trainings held at the Volta climbing gym once the gym is open | $4,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Stanford Center on Longevity | $50,000 |
| STUDENT SPONSOR PARTNERSHIP INC | |||||||
| 132 E 43RD ST STE 429 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $50,000 |
| THE CARPENTERS BOAT SHOP | |||||||
| 440 OLD COUNTY RD | PEMAQUID | ME | 04558 | N/A | PC | General & Unrestricted | $46,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 722 W 168TH ST 14TH FL | NEW YORK | NY | 10032 | N/A | PC | To support the Research Fund of the Department of Health Policy and Management in the Mailman School of Public Health | $50,000 |
| URBAN INSTITUTE | |||||||
| 500 LENFANT PLZ SW 2ND FLOOR | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $50,000 |
| VIVIAN BEAUMONT THEATER INC | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | For support of the HVAC initiative at LCT | $100,000 |
| VIVIAN BEAUMONT THEATER INC | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,640,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $889 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $826,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,925,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,753,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,753,416 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Rowe John W | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Central Park West Apt 23G | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,339 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | HCA INC HCA, 7950 sh. | NoncashPropertyDesc |
| Fair Market Value | $2,000,339 | FairMarketValueAmt |
| Received | 2021-10-20 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (82 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $8,711 | $14,619 |
| ACCENTURE PLC | $4,613 | $15,753 |
| ADIDAS AG | $9,092 | $7,488 |
| AKZO NOBEL NV-ADR | $13,426 | $11,904 |
| ALIBABA GROUP HOLDING LTD | $12,740 | $7,009 |
| ALLIANCEBERNSTEIN BOND INFLATI | $1,906,418 | $1,906,438 |
| ALPS CORECOMMODITY MANAGEMENT | $880,289 | $1,009,015 |
| AMERICAN BEACON AHL MNGD FUTUR | $1,671,520 | $1,653,048 |
| ANGLO AM PLC ADR | $7,913 | $7,368 |
| AON PLC CL A | $6,317 | $14,727 |
| AQR DIVERSIFIED ARB I | $1,555,000 | $1,826,728 |
| ARTISAN INTERNATIONAL FUND ADV | $2,051,330 | $2,004,778 |
| ARTISAN INTERNATIONAL SMALL MI | $867,774 | $1,160,780 |
| AT HOME CORP | $10,164 | $3,950 |
| BANCO BRADESCO S.A. SPONS ADR | $9,150 | $6,703 |
| BANDAI NAMCO HOLDINGS INC | $8,676 | $8,441 |
| BARCLAYS PLC ADR | $7,045 | $7,059 |
| BP PLC SPONSORED ADR | $17,911 | $18,961 |
| CALRSBERG AS SP ADR REP B | $9,376 | $11,805 |
| CHINA LONGYUAN POWER GROUP UNS | $6,647 | $10,419 |
| CLARIVATE PLC | $7,787 | $7,668 |
| COMPAGNIE FINANCIERE RICHEMONT | $5,861 | $6,967 |
| COMPANHIA SANEA ADS | $4,821 | $3,934 |
| COMPASS GROUP PLC ADR | $8,471 | $9,574 |
| CONTL AG SPONS ADR | $8,076 | $7,705 |
| DAIKIN INDS LTD ADR | $6,653 | $6,775 |
| DBS GROUP HLDGS SPON ADR | $4,503 | $8,178 |
| DODGE & COX FUNDS INTERNATIONA | $1,567,985 | $1,946,021 |
| DODGE & COX INCOME FUND | $3,015,520 | $3,073,781 |
| ENEL SOCIETA PER AZI | $11,181 | $9,974 |
| ENGIE | $12,185 | $14,691 |
| ENN ENERGY HOLDINGS LIMITED | $6,424 | $11,010 |
| EQUINOR ASA | $4,604 | $6,556 |
| FERGUSON PLC | $4,266 | $11,840 |
| FPA NEW INCOME FUND CLASS A | $5,727,993 | $5,710,469 |
| FUJITSU LTD ADR OTC | $7,199 | $7,560 |
| GOLDMAN SACHS ABSOLUTE RETURN | $1,777,994 | $1,841,411 |
| GRUPO FIN ADR | $7,478 | $10,228 |
| HARBOR SMALL CAP VALUE FUND | $609,262 | $797,541 |
| HITACHI LTD | $4,077 | $7,261 |
| ICICI BK LTD ADS | $5,931 | $12,982 |
| INDUSTRIA DE DISENO | $8,097 | $7,998 |
| INFINEON TECH ADS | $5,316 | $5,520 |
| ISHARES TRUST RUSSELL MIDCAP I | $1,349,314 | $2,473,117 |
| KONINKLIJKE DSM NV ADR | $6,300 | $12,398 |
| KOOKMIN BANK | $7,351 | $7,016 |
| L'AIR LIQUIDE ADR OTC | $12,070 | $13,530 |
| LAZARD EMERGING MARKETS EQUITY | $1,029,681 | $1,074,719 |
| LAZARD GLOBAL LISTED INFRASTRU | $921,379 | $1,150,939 |
| LEGRAND INC | $9,239 | $9,788 |
| LOJAS RENNER ADR | $8,558 | $5,317 |
| MAKITA CORP | $9,592 | $11,561 |
| MEDTRONIC PLC | $10,307 | $12,104 |
| MERCK KGAA SPON ADR EACH REPR | $6,687 | $11,827 |
| MR PRICE GROUP LTD | $3,830 | $5,049 |
| NOVARTIS AG ADR | $13,852 | $14,695 |
| PERNOD RICARD S A SPONSORED AD | $7,693 | $10,326 |
| PING AN INSURANCE GROUP ADR | $11,716 | $8,073 |
| PRUDENTIAL PLC SC | $5,721 | $4,958 |
| PT BK MANDIR PRS UNSP/ADR | $5,472 | $7,845 |
| PT TELEKOM. IND. TBK ADR | $5,742 | $6,059 |
| RELX PLC | $13,426 | $20,120 |
| RYANAIR HOLDINGS PLC-ADR COM | $5,978 | $7,163 |
| SAFRAN SA - UNSPON ADR | $11,066 | $11,379 |
| SAMPO PLC UNSPONSORED ADR | $8,669 | $9,656 |
| SANDVIK AB SPONS ADR | $8,247 | $11,012 |
| SANOFI-AVENTIS SPONSORED ADR | $15,296 | $16,784 |
| SHIMANO INC UNSP ADR EACH REPR | $8,948 | $12,728 |
| SUNCOR ENERGY INC | $12,904 | $10,563 |
| SUZUKI MOTOR CORP UNSP ADR | $6,054 | $6,318 |
| T. ROWE PRICE EMERGING MARKETS | $1,034,836 | $1,125,701 |
| T. ROWE PRICE VAL I | $3,432,800 | $4,433,087 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $10,269 | $28,153 |
| TELENOR ASA | $9,611 | $7,903 |
| TENCENT HOLDINGS LIMITED | $10,223 | $14,633 |
| TESCO PLC S ADR | $14,179 | $14,532 |
| TOUCHSTONE SANDS CAP SEL GR | $2,460,397 | $3,566,927 |
| UNILEVER PLC AMER | $11,068 | $11,619 |
| UNIVERSAL MUSIC GROUP | $3,613 | $3,267 |
| VESTAS WIND SYS UNSP/ADR | $5,743 | $8,583 |
| VOLKSWAGEN AG ADR | $7,044 | $8,353 |
| WOLTERS KLUWER S/ADR | $3,077 | $9,687 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE REAL ESTATE INCOME | CategoryOrItemTxt |
| Book Value | $1,172,695 | BookValueAmt |
| EOYFMV | $1,483,401 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $84,221 | $84,221 | |
| Bank Charges | $980 | $980 | |
| State or Local Filing Fees | $750 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $95,442 | Amt |
| Net Investment Income | $95,442 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $7,200 | |
| 990-PF Extension for 2020 | $6,682 | |
| Foreign Tax Paid | $4,198 | $4,198 |