2022-10-20T15:53:59-05:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 200721105 Rowe Family Foundation % Foundation Source ROWE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JOHN W ROWE PRESIDENT 8008391754 2022-10-14 true JOHN W ROWE 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 41513268 X 2000339 889 889 826706 826706 1925821 6493031 3510844 4753755 4338439 0 95442 95442 18080 4198 85951 980 84971 199473 100620 84971 1640000 1640000 1839473 100620 1724971 2914282 4237819 2546028 2619741 2619741 29629815 32403748 37410126 1106059 1172695 1483401 33281902 36196184 41513268 0 0 X 33281902 36196184 33281902 36196184 33281902 36196184 33281902 2914282 36196184 36196184 Publicly-traded Securities 6493031 2982187 3510844 3510844 3510844 58906 58906 58906 7200 0 51800 59000 X 0 94 94 false false false false false false false true true NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false 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 Wealth Enhancement Advisory Services 505 North HWY 169 STE 900 PLYMOUTH MN 554416434 Investment MGMT 95442 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 84221 36958437 1778579 1450194 40187210 0 40187210 602808 39584402 1979220 1979220 58906 58906 1920314 1920314 1920314 1724971 0 0 0 0 1724971 1920314 1630685 2019 2018 2017 1724971 1630685 94286 0 0 1826028 0 0 John W Rowe Valerie A Rowe X BOWDOIN COLLEGE 3530 COLLEGE STA BRUNSWICK ME 04011 N/A PC The Rebecca Rowe '97 Fund for Arctic Studies 50000 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 50000 COLLEGE OF THE ATLANTIC 105 EDEN ST BAR HARBOR ME 04609 N/A PC Broad Reach Capital Campaign 125000 COMMUNITY FOR EDUCATION FOUNDATION OVERCOMING OBST 1330 6TH AVE 38TH FL NEW YORK NY 10019 N/A PC General & Unrestricted 40000 CRISTO REY NEW YORK HIGH SCHOOL 112 E 106TH ST NEW YORK NY 10029 N/A PC General & Unrestricted 250000 GENERATIONS UNITED INC 80 F ST NW SUITE 8TH FL WASHINGTON DC 20001 N/A PC General & Unrestricted 50000 HARVARD MEDICAL SCHOOL 401 PARK DRIVE STE 22 WEST BOSTON MA 02215 N/A PC Jeffrey Flier Fund 50000 HARVARD MEDICAL SCHOOL 401 PARK DRIVE STE 22 WEST BOSTON MA 02215 N/A PC General & Unrestricted 75000 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 500000 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 4000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 N/A PC Stanford Center on Longevity 50000 STUDENT SPONSOR PARTNERSHIP INC 132 E 43RD ST STE 429 NEW YORK NY 10017 N/A PC General & Unrestricted 50000 THE CARPENTERS BOAT SHOP 440 OLD COUNTY RD PEMAQUID ME 04558 N/A PC General & Unrestricted 46000 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 50000 URBAN INSTITUTE 500 LENFANT PLZ SW 2ND FLOOR WASHINGTON DC 20024 N/A PC General & Unrestricted 50000 VIVIAN BEAUMONT THEATER INC 150 W 65TH ST NEW YORK NY 10023 N/A PC For support of the HVAC initiative at LCT 100000 VIVIAN BEAUMONT THEATER INC 150 W 65TH ST NEW YORK NY 10023 N/A PC General & Unrestricted 100000 1640000 14 889 14 826706 18 1925821 2753416 2753416 false false false false false false false false false false X X 1 Rowe John W 300 Central Park West Apt 23G New York NY 10024 2000339 X 1 HCA INC HCA, 7950 sh. 2000339 2021-10-20 ABB LTD 8711 14619 ACCENTURE PLC 4613 15753 ADIDAS AG 9092 7488 AKZO NOBEL NV-ADR 13426 11904 ALIBABA GROUP HOLDING LTD 12740 7009 ALLIANCEBERNSTEIN BOND INFLATI 1906418 1906438 ALPS CORECOMMODITY MANAGEMENT 880289 1009015 AMERICAN BEACON AHL MNGD FUTUR 1671520 1653048 ANGLO AM PLC ADR 7913 7368 AON PLC CL A 6317 14727 AQR DIVERSIFIED ARB I 1555000 1826728 ARTISAN INTERNATIONAL FUND ADV 2051330 2004778 ARTISAN INTERNATIONAL SMALL MI 867774 1160780 AT HOME CORP 10164 3950 BANCO BRADESCO S.A. SPONS ADR 9150 6703 BANDAI NAMCO HOLDINGS INC 8676 8441 BARCLAYS PLC ADR 7045 7059 BP PLC SPONSORED ADR 17911 18961 CALRSBERG AS SP ADR REP B 9376 11805 CHINA LONGYUAN POWER GROUP UNS 6647 10419 CLARIVATE PLC 7787 7668 COMPAGNIE FINANCIERE RICHEMONT 5861 6967 COMPANHIA SANEA ADS 4821 3934 COMPASS GROUP PLC ADR 8471 9574 CONTL AG SPONS ADR 8076 7705 DAIKIN INDS LTD ADR 6653 6775 DBS GROUP HLDGS SPON ADR 4503 8178 DODGE & COX FUNDS INTERNATIONA 1567985 1946021 DODGE & COX INCOME FUND 3015520 3073781 ENEL SOCIETA PER AZI 11181 9974 ENGIE 12185 14691 ENN ENERGY HOLDINGS LIMITED 6424 11010 EQUINOR ASA 4604 6556 FERGUSON PLC 4266 11840 FPA NEW INCOME FUND CLASS A 5727993 5710469 FUJITSU LTD ADR OTC 7199 7560 GOLDMAN SACHS ABSOLUTE RETURN 1777994 1841411 GRUPO FIN ADR 7478 10228 HARBOR SMALL CAP VALUE FUND 609262 797541 HITACHI LTD 4077 7261 ICICI BK LTD ADS 5931 12982 INDUSTRIA DE DISENO 8097 7998 INFINEON TECH ADS 5316 5520 ISHARES TRUST RUSSELL MIDCAP I 1349314 2473117 KONINKLIJKE DSM NV ADR 6300 12398 KOOKMIN BANK 7351 7016 L'AIR LIQUIDE ADR OTC 12070 13530 LAZARD EMERGING MARKETS EQUITY 1029681 1074719 LAZARD GLOBAL LISTED INFRASTRU 921379 1150939 LEGRAND INC 9239 9788 LOJAS RENNER ADR 8558 5317 MAKITA CORP 9592 11561 MEDTRONIC PLC 10307 12104 MERCK KGAA SPON ADR EACH REPR 6687 11827 MR PRICE GROUP LTD 3830 5049 NOVARTIS AG ADR 13852 14695 PERNOD RICARD S A SPONSORED AD 7693 10326 PING AN INSURANCE GROUP ADR 11716 8073 PRUDENTIAL PLC SC 5721 4958 PT BK MANDIR PRS UNSP/ADR 5472 7845 PT TELEKOM. IND. TBK ADR 5742 6059 RELX PLC 13426 20120 RYANAIR HOLDINGS PLC-ADR COM 5978 7163 SAFRAN SA - UNSPON ADR 11066 11379 SAMPO PLC UNSPONSORED ADR 8669 9656 SANDVIK AB SPONS ADR 8247 11012 SANOFI-AVENTIS SPONSORED ADR 15296 16784 SHIMANO INC UNSP ADR EACH REPR 8948 12728 SUNCOR ENERGY INC 12904 10563 SUZUKI MOTOR CORP UNSP ADR 6054 6318 T. ROWE PRICE EMERGING MARKETS 1034836 1125701 T. ROWE PRICE VAL I 3432800 4433087 TAIWAN SEMICONDUCTOR MFG CO LT 10269 28153 TELENOR ASA 9611 7903 TENCENT HOLDINGS LIMITED 10223 14633 TESCO PLC S ADR 14179 14532 TOUCHSTONE SANDS CAP SEL GR 2460397 3566927 UNILEVER PLC AMER 11068 11619 UNIVERSAL MUSIC GROUP 3613 3267 VESTAS WIND SYS UNSP/ADR 5743 8583 VOLKSWAGEN AG ADR 7044 8353 WOLTERS KLUWER S/ADR 3077 9687 BLACKSTONE REAL ESTATE INCOME 1172695 1483401 Administrative Fees 84221 84221 Bank Charges 980 980 State or Local Filing Fees 750 750 Investment Management Services 95442 95442 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). 990-PF Estimated Tax for 2021 7200 990-PF Extension for 2020 6682 Foreign Tax Paid 4198 4198