ROWE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROWE FAMILY FOUNDATION (EIN 20-0721105)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-29
- IRS object ID
- 202042119349100814
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-29T16:03:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $34,691,516 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,489 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,489 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $778,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $778,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $478,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,087,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $478,694 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,267,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,267,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $90,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,043 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $84,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,146 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82,082 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,580,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,472,082 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$313,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,170,093 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,474,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,307,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,307,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,219,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,030,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,301,431 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $1,044,355 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,082,674 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,694,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,381,848 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,691,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $33,694,874 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,381,848 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,694,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,381,848 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,694,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,381,848 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,694,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$313,026 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,381,848 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,381,848 | 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 | $10,087,937 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,609,243 | CostOrOtherBasisAmt |
| Gain Or Loss | $478,694 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $478,694 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $478,694 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $557,760 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,218,714 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016791 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,856,987 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,179,888 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055967 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,444,561 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,864,420 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053772 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,272 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,949,334 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005341 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,901,205 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.004078 | DistributionYr5Rt |
| Total Distribution | 0.135949 | TotalDistributionRt |
| Average Distribution | 0.02719 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,885,189 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $894,148 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,701 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $905,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,472,082 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,701 | SubtotalAmt |
| Tax Based On Investment Income | $11,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,601 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,701 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive | Fairfield | CT | 06824 | Administrative | $81,332 |
| RCL Advisors LLC | |||||
| 60 East 42nd Suite 2400 | New York | NY | 101651304 | Investment MGMT | $90,100 |
| 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 | $32,102,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $715,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $568,414 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,385,979 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,385,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $500,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,885,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,644,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,644,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,701 | TotalTaxAmt |
| Distributable Before Adj | $1,632,558 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,632,558 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,632,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,472,082 | 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 | $1,472,082 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,701 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,460,381 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,632,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $712,538 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $1,472,082 | QualifyingDistributionsAmt |
| Applied To Year1 | $712,538 | AppliedToYear1Amt |
| Applied To Current Year | $759,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $873,014 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOR EDUCATION FOUNDATION | |||||||
| 1330 6TH AVE 38TH FL | NEW YORK | NY | 10019 | N/A | PC | annual giving and translation of curriculum | $40,000 |
| GENERATIONS UNITED INC | |||||||
| 80 F ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $50,000 |
| HARVARD MEDICAL SCHOOL | |||||||
| 401 PARK DR STE 22 W | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $50,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | Kenneth L Minaker MD Chair in Geriatric Medicine | $125,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $25,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | Gift to support Urban Indian exhibit | $25,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | Grant for summer fellowship and 2019 annual giving | $85,000 |
| NEW YORK ACADEMY OF MEDICINE | |||||||
| 1216 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | Support the Age-Friendly Program | $125,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 23473 | WASHINGTON | DC | 20026 | N/A | PC | General & Unrestricted | $35,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | The Center for Advanced Study in the Behavioral Sciences | $50,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | The Stanford Center on Longevity | $50,000 |
| STUDENT SPONSOR PARTNERSHIP INC | |||||||
| 424 MADISON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | five high school sponsorships and three students' college expenses scholarship fund | $55,000 |
| STUDENT SPONSOR PARTNERSHIP INC | |||||||
| 424 MADISON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $25,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 722 W 168TH ST 14TH FL | NEW YORK | NY | 10032 | N/A | PC | The Research Fund of the Department of Health Policy and Management | $100,000 |
| VIVIAN BEAUMONT THEATER INC | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $50,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YO | |||||||
| 5 W 63RD ST 6TH FL | NEW YORK | NY | 10023 | N/A | PC | support of the Rowe Scholars Program | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,390,000 | 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 | $10,489 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $778,199 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $478,694 | 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 | $1,267,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,267,382 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 58.COM | $18,632 | $15,276 |
| ABB LTD | $25,207 | $30,161 |
| ACCENTURE PLC | $18,922 | $32,428 |
| ALCON INC | $3,946 | $5,318 |
| ALPS CORECOMMODITY MANAGEMENT | $979,737 | $1,033,251 |
| AON PLC | $15,465 | $29,785 |
| AQR MANAGED FUTURES FUND CL I | $1,000,000 | $901,211 |
| ARTISAN INTERNATIONAL FUND ADV | $1,502,594 | $1,520,603 |
| ASHMORE EMERGING MARKETS | $993,066 | $1,034,426 |
| ASSA ABLOY UNSP/ADR | $13,477 | $23,883 |
| BB SEGURIDADE | $15,557 | $18,085 |
| BEIERSDORF AG ADR EACH REPR 0. | $18,187 | $18,586 |
| BHP BILLITON LIMITED | $10,374 | $17,124 |
| BNP PARIBAS SPONS ADR | $15,970 | $16,508 |
| CALRSBERG AS SP ADR REP B | $14,258 | $18,678 |
| CANADIAN NATL RAILWAY CO | $9,888 | $13,748 |
| COMPANHIA SANEA ADS | $6,074 | $10,746 |
| COMPASS GROUP PLC ADR | $11,243 | $15,100 |
| DAIWA HOUSE IND LTD | $15,547 | $21,249 |
| DBS GROUP HLDGS SPON ADR | $15,422 | $22,299 |
| DODGE & COX FUNDS INTERNATIONA | $1,492,807 | $1,490,343 |
| DODGE & COX INCOME FUND | $4,305,672 | $4,368,717 |
| EATON VANCE FLOATING RATE FUND | $1,024,094 | $1,000,278 |
| ENGIE | $25,899 | $28,443 |
| ENN ENERGY HOLDINGS LIMITED | $17,579 | $18,188 |
| EQUINOR ASA | $13,277 | $14,933 |
| FERGUSON PLC SPON ADR | $9,604 | $15,068 |
| FPA NEW INCOME FUND CLASS A | $4,155,011 | $4,154,822 |
| GENMAB A/S SPON | $8,002 | $8,597 |
| GOLDMAN SACHS ABSOLUTE RETURN | $1,800,134 | $1,883,919 |
| GRUPO FIN ADR | $20,054 | $18,261 |
| HARBOR SMALL CAP VALUE FUND | $673,332 | $725,949 |
| HITACHI LTD | $17,444 | $18,997 |
| ICICI BK LTD ADS | $11,815 | $19,481 |
| ISHARES TRUST RUSSELL MIDCAP I | $1,318,267 | $1,782,101 |
| KAO CORP | $19,761 | $24,456 |
| KASIKORNBANK PUB CO LTD ADR CM | $8,663 | $7,980 |
| KOMATSU LTD | $21,131 | $18,535 |
| KONINKLIJKE DSM NV ADR | $15,108 | $17,887 |
| L'AIR LIQUIDE ADR OTC | $11,239 | $11,388 |
| LAZARD EMERGING MARKETS EQUITY | $924,280 | $924,819 |
| LAZARD GLOBAL LISTED INFRASTRU | $865,266 | $1,040,471 |
| LONZA GROUP AG UNSP/ADR | $17,010 | $19,380 |
| MAKITA CORP | $18,329 | $20,602 |
| MEDTRONIC PLC | $35,130 | $47,309 |
| MOWI ASA SPONSORED ADR | $15,051 | $15,893 |
| MR PRICE GROUP LTD | $6,769 | $7,705 |
| NINTENDO CO LTD ADR UNSPON | $23,160 | $23,104 |
| NORDEA BANK ABP | $28,736 | $20,803 |
| NOVARTIS AG ADR | $28,553 | $44,883 |
| PING AN INSURANCE GROUP ADR | $29,023 | $33,891 |
| PRUDENTIAL PLC SC | $28,808 | $33,291 |
| PT BK MANDIR PRS UNSP/ADR | $7,402 | $7,648 |
| PT TELEKOM. IND. TBK ADR | $9,643 | $12,654 |
| PUTNAM ABSOLUTE RET 700 (Y) | $2,025,447 | $1,853,255 |
| RED ELECTRICA DE ESPANA SA | $11,179 | $10,844 |
| RELX PLC | $26,682 | $31,537 |
| ROYAL DUTCH SHELL CL A | $42,764 | $41,640 |
| RYANAIR HOLDINGS PLC-ADR COM | $15,846 | $17,610 |
| RYOHIN KEIKAKU | $14,971 | $17,443 |
| SAFRAN SA - UNSPON ADR | $27,425 | $38,584 |
| SAMPO PLC UNSPONSORED ADR | $17,891 | $23,457 |
| SANLAM LTD SPONSORED ADR (SOUT | $11,343 | $11,981 |
| SANOFI-AVENTIS SPONSORED ADR | $31,391 | $36,094 |
| SAP AKTIENGESELL ADS | $30,930 | $46,495 |
| SHIN-ETSU CHEMICAL C | $17,544 | $20,378 |
| SUMITOMO MITSUI FINCL GRP | $20,719 | $23,386 |
| SUNCOR ENERGY INC | $30,141 | $29,323 |
| SUZUKI MOTOR CORP UNSP ADR | $15,552 | $13,005 |
| T. ROWE PRICE EMERGING MARKETS | $825,000 | $935,746 |
| T. ROWE PRICE VAL I | $2,857,255 | $2,816,926 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $22,803 | $47,642 |
| TELENOR ASA | $25,919 | $22,423 |
| TENCENT HOLDINGS LIMITED | $30,773 | $35,767 |
| TESCO PLC S ADR | $19,152 | $21,208 |
| TOUCHSTONE SANDS CAP SEL GR | $2,218,471 | $2,324,516 |
| UNILEVER PLC AMER | $14,823 | $19,381 |
| VANGUARD INTERNATIONAL EXPLORE | $882,026 | $1,071,395 |
| VESTAS WIND SYS UNSP/ADR | $8,916 | $11,178 |
| VINCI SA ADR | $9,222 | $15,500 |
| VIVENDI SA | $25,903 | $29,413 |
| VOLKSWAGEN AG ADR | $29,625 | $33,181 |
| WOLTERS KLUWER S/ADR | $10,750 | $22,862 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE REAL ESTATE INCOME | CategoryOrItemTxt |
| Book Value | $1,044,355 | BookValueAmt |
| EOYFMV | $1,082,674 | 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 | $81,332 | $81,332 | |
| Bank Charges | $2,146 | $2,146 | |
| 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 | $90,100 | Amt |
| Net Investment Income | $90,100 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $9,100 | |
| 990-PF Excise Tax for 2018 | $1,937 | |
| Foreign Tax Paid | $5,043 | $5,043 |