THE TOW FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE TOW FOUNDATION INC (EIN 06-6484045)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-29
- IRS object ID
- 201722419349100202
- Schema version
- 2016v3.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-29T07:59:03-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066484045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tow Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOWF | BusinessNameControlTxt |
| Phone | 2037616604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Locust Avenue | AddressLine1Txt |
| City | New Canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068404737 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emily Tow Jackson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2035944121 | PhoneNum |
| Signature | 2017-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA MCGOWAN | PreparerPersonNm |
| PTIN | P00184514 | PTIN |
| Phone | 9592007000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-24 | IPDt |
| IP Tm | 08:32:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 896C1F5B5D42EC59A37A0D46A5820AA48C1A79ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $226,838,932 | 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 | $3,414,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,224 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,224 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,087,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,087,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,384,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,545,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,148,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,148,863 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,269,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,239,774 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $281,442 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,144 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $253,298 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $445,520 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $445,520 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $116,790 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,403 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $115,387 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,503 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,503 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $92,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $46,220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,220 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $734,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $734,457 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $72,585 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $72,585 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,256 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $49,651 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $49,651 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $120,641 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $120,641 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,849 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,849 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $690,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $539,009 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $151,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,639,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,427,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,212,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,278,732 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,278,732 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,918,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,427,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,491,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,648,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,812,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,360,149 | CashBOYAmt |
| Cash EOY | $330,932 | CashEOYAmt |
| Cash EOYFMV | $330,932 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,908,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,832,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,832,186 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,073,813 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,050,055 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,969,094 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $59,705,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,124,542 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,594,783 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,076,386 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $31,768,865 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $31,765,056 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $94,116,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,568,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,531,307 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,866 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $27,107,125 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,107,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,815,574 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $212,347,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $200,782,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $226,838,932 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $83,608 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,608 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $212,347,980 | CapitalStockBOYAmt |
| Capital Stock EOY | $200,698,990 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $212,347,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $200,698,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,347,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $200,782,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,347,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,648,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $200,698,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $200,698,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch | P | 2016-01-01 | 2016-06-30 | $781,932 | $895,493 | -$113,561 | -$113,561 |
| Merrill Lynch | P | 2015-01-01 | 2016-06-30 | $42,063 | $42,581 | -$518 | -$518 |
| Merrill Lynch | P | 2016-01-01 | 2016-06-30 | $1,002,989 | $1,125,855 | -$122,866 | -$122,866 |
| Merrill Lynch | P | 2015-01-01 | 2016-06-30 | $378,053 | $418,971 | -$40,918 | -$40,918 |
| Merrill Lynch | P | 2016-01-01 | 2016-06-30 | $34,735,838 | $34,253,424 | $482,414 | $482,414 |
| Merrill Lynch | P | 2015-01-01 | 2016-06-30 | $31,687,367 | $35,072,563 | -$3,385,196 | -$3,385,196 |
| ML Trust equity | P | 2016-01-01 | 2016-06-30 | $1,457,931 | $1,457,931 | $1,457,931 | |
| ML Trust equity | P | 2015-01-01 | 2016-06-30 | $23,638 | -$23,638 | -$23,638 | |
| Deutsche Bank | P | 2016-01-01 | 2016-06-30 | $4,526,773 | $4,657,068 | -$130,295 | -$130,295 |
| Deutsche Bank | P | 2015-01-01 | 2016-06-30 | $15,483,029 | $15,440,468 | $42,561 | $42,561 |
| Merrill Lynch | P | 2015-01-01 | 2016-06-30 | $372 | $372 | $372 | |
| Capital Gains Dividends | P | $449,211 | $449,211 | $449,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,384,503 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,670,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,789,453 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052382 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,346,299 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $210,460,895 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063415 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,470,272 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $195,426,308 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068928 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,902,469 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $162,176,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104223 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,409,741 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $113,865,319 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100204 | DistributionYr5Rt |
| Total Distribution | 0.389152 | TotalDistributionRt |
| Average Distribution | 0.077830 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $224,161,242 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,446,469 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,494,596 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,491,186 | 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 | $48,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,731 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $100,731 | TotalPaymentsAndCreditsAmt |
| Overpayment | $52,604 | OverpaymentAmt |
| Applied To ES Tax | $52,604 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | www.TowFoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | nancy blaney | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037616604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Locust Avenue | AddressLine1Txt |
| City | New Canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068404737 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Amy Lefkof | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Director | 2.00 | $0 | $0 | $0 |
| Andrew Tow | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | vice President | 2.00 | $0 | $0 | $0 |
| David Tobias | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Director | 3.00 | $0 | $0 | $0 |
| David Z Rosensweig | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Secretary | 5.00 | $0 | $0 | $0 |
| Emily Tow Jackson | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | President & Exec. Director | 40.00 | $243,164 | $38,278 | $0 |
| Frank Tow | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Vice President | 2.00 | $0 | $0 | $0 |
| Leonard Tow | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Chairman | 5.00 | $0 | $0 | $0 |
| Maureen Strafford | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Director | 2.00 | $0 | $0 | $0 |
| pamela Castori | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Director | 2.00 | $0 | $0 | $0 |
| Scott Schneider | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Treasurer | 3.00 | $0 | $0 | $0 |
| Teresa Law | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Director | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| diane sierpina | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Dir. Of Justice Init | 40.00 | $117,884 | $36,027 | $0 |
| Eileen C Wiseman | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Dir. of Strategic In | 40.00 | $110,000 | $2,292 | $0 |
| nadia alia | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | Manager, Grants & Co | 40.00 | $78,884 | $20,405 | $0 |
| camile kramer | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | office manager | 40.00 | $72,664 | $16,806 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| deutsche bank | |||||
| 60 wall street | new york | NY | 10005 | investment manager | $290,790 |
| merrill lynch trust co | |||||
| 1300 merrill lynch dr | pennington | NJ | 08534 | investment manager | $282,867 |
| Citi Bank | |||||
| 153 east 53rd st | new york | NY | 10022 | investment manager | $160,800 |
| nancy blaney | |||||
| 27 pine hill drive | katonah | NY | 10536 | bookkeeping | $79,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $172,211,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,435,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $46,926,993 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $227,574,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $227,574,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,413,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $224,161,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,208,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,208,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,127 | TotalTaxAmt |
| Distributable Before Adj | $11,159,935 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,159,935 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,159,935 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,491,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,491,186 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48,127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,443,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,159,935 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $452,593 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,151,160 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $627,114 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,230,867 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,491,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,159,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,331,251 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,562,118 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,562,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $452,593 | ExcessFromYear3Amt |
| Excess From Year2 | $3,151,160 | ExcessFromYear2Amt |
| Excess From Year1 | $627,114 | ExcessFromYear1Amt |
| Excess From Current Year | $7,331,251 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Leonard Tow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (161 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| African Caribean American Parents Of Children With Disability Inc | |||||||
| 60-B Westn Street | Hartford | CT | 06120 | PC | Unrestricted Funding | $50,000 | |
| Air Safety Foundation (AOPA) | |||||||
| 421 Aviation Way | Frederick | MD | 21701 | PC | Discretionary Grant | $5,000 | |
| ALS Association Greater New York Chapter | |||||||
| 42 Broadway Suite 1724 | New York | NY | 10004 | PC | 2016 Lou Gehrig Sports Awards Benefit, Knock Table | $22,550 | |
| ALS Association of Greater Philadelphia | |||||||
| 321 Norristown Road Suite 260 | Ambler | PA | 19002 | PC | Sponsorship of a Players Booth - Phillies Phestival | $5,000 | |
| Archangels Greek Orthodox Church in Stamford | |||||||
| 1527 Bedford St | Stamford | CT | 06905 | PC | Building Renovation & Unrestricted Discretionary Grant | $2,200 | |
| Arnold Gold Foundation | |||||||
| 619 Palisade Avenue 2nd Floor | Englewood Cliffs | NJ | 07632 | PC | 2016 Golden Thread Gala, Honorary Host Sponsorship, Discretionary Grant | $26,610 | |
| Ars Nova Theater I Inc | |||||||
| 511 w 54th st | new york | NY | 10019 | PC | Playwright Residency for Rachel Bonds | $75,000 | |
| Atlantic Theater Company | |||||||
| 336 West 20th Street | New York | NY | 10011 | PC | Playwright Residency for Paola Lazaro | $75,000 | |
| Bala Cynwyd Memorial Library | |||||||
| 131 Old Lancaster Rd | Bala Cynwyd | PA | 19004 | PC | Discretionary Grant | $2,000 | |
| Bard College | |||||||
| PO Box 5000 Campus Road | AnnadaleonHudson | NY | 12504 | PC | Bard Prison Initiative | $315,000 | |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | PC | 2016 Annual Gala donation, The Tow Family Award for Pedagogy and Pro | $5,220,500 | |
| Beam Center | |||||||
| 60 Sackett Street | Brooklyn | NY | 11231 | PC | Discretionary Grant | $5,000 | |
| Bridgeport Child Advocary Coalition Inc | |||||||
| 2470 Fairfield Avenue | Bridgeport | CT | 06605 | PC | Unrestricted Funding | $50,000 | |
| Brooklyn College Foundation Inc | |||||||
| 2900 Bedford Avenue | Brooklyn | NY | 11210 | PC | Claire Tow Distinguished Teaching Award, 2016 Best of Brooklyn Gala | $201,230 | |
| Burke Rehabilitation Hospital | |||||||
| 785 Mamaroneck Ave | White Plains | NY | 10605 | PC | Discretionary Grant | $2,000 | |
| Campaign For The Fair Sentencing Of Youth | |||||||
| 1319 F Street NW Suite 303 | Washington | DC | 20004 | PC | Unrestricted Funding | $50,000 | |
| Campaign For Youth Justice | |||||||
| 1220 L Street NW Suite 605 | Washington | DC | 20005 | PC | Unrestricted Funding | $50,000 | |
| Carcinoid Cancer Foundation | |||||||
| 333 Mamaroneck Ave 492 | White Plains | NY | 10605 | PC | Discretionary Grant | $250 | |
| Center For Children's Advocacy Inc | |||||||
| 65 Elizabeth Street | Hartford | CT | 06105 | PC | Unrestricted Funding | $170,000 | |
| Center For Children's Law And Policy Inc | |||||||
| 1701 K ST NW Suite 1100 | Washington | DC | 200061510 | PC | Unrestricted Funding | $75,000 | |
| Center For Community Alternatives | |||||||
| 115 East Jefferson Street | Syracuse | NY | 13202 | PC | Unrestricted Funding | $60,000 | |
| Center for Court Innovation | |||||||
| 520 8th Avenue | New York | NY | 10018 | PC | Independent Commission on NYC CJ & Incarceration Reform | $25,000 | |
| Center for Justice at Columbia University | |||||||
| 622 West 113th Street Mail Code | new york | NY | 10025 | PC | Unrestricted Funding | $125,000 | 4524 |
| Childrens Defense Fund | |||||||
| 15 Maiden Lane Suite 1200 | New York | NY | 10038 | PC | Unrestricted Funding | $75,000 | |
| City Harvest | |||||||
| 6 East 32nd Street 5th Floor | New York | NY | 10016 | PC | Discretionary Grant | $1,000 | |
| Clifford W Beers Guidance Clinic Inc | |||||||
| 93 Edwards Street | New Haven | CT | 06511 | PC | Unrestricted Funding | $50,000 | |
| Clubbed Thumb Inc | |||||||
| 440 Lafayette St 4th Floor | New York | NY | 10003 | PC | Playwright Residency for Jaclyn Backhaus | $75,000 | |
| CLUSTER Inc | |||||||
| 20 S Broadway | yonkers | NY | 10701 | PC | Restorative Justice Initiative/Raise the Age Advocacy | $80,000 | |
| Coalition For Juvenile Justice | |||||||
| 1319 F Street NW Suite 402 | Washington | DC | 200041106 | PC | Collaborating to Achieve Greater Outcomes for Kids | $35,000 | |
| College & Community Fellowship | |||||||
| 475 Riverside Drive Suite 1626 | New York | NY | 10115 | PC | Unrestricted Funding | $30,000 | |
| Columbia University Mailman School of Public Health | |||||||
| 722 W 168th St | New York | NY | 10032 | PC | Tow Faculty Leadership Scholars Fund | $100,000 | |
| Columbia University Medical Center | |||||||
| 630 W 168th St | New York | NY | 10032 | PC | Cardiology Fellowship Program | $250,000 | |
| Columbia University School of the Arts | |||||||
| 2960 Broadway | New York | NY | 10027 | PC | Columbia@Roundabout Theatre Partnership | $450,000 | |
| Community Mediation Inc | |||||||
| 3013 Dixwell Ave Suite 3 | Hamden | CT | 06518 | PC | Restorative Practices Culture Change | $25,000 | |
| Community Partners In Action | |||||||
| 110 Bartholomew Avenue Suite 3010 | Hartford | CT | 06106 | PC | Holiday Gifts for Juvenile Justice Youth, Unrestricted Funding | $62,000 | |
| Connecticut Challenge Inc | |||||||
| 1300 Post Road | Fairfield | CT | 06824 | PC | Connecticut Challenge, Inc. | $750 | |
| Connecticut Council For Philanthropy | |||||||
| 212 Main Street | Hartford | CT | 06106 | PC | 2016 & 2017 Membership Support | $10,000 | |
| Connecticut Juvenile Justice Alliance | |||||||
| 2470 Fairfield Ave | Bridgeport | CT | 06605 | PC | Unrestricted Funding | $100,000 | |
| Connecticut Legal Services Inc | |||||||
| 62 Washington Street 4th Floor | Middletown | CT | 06106 | PC | Unrestricted Funding | $50,000 | |
| Connecticut Voices for Children Inc | |||||||
| 33 Whitney Avenue | New Haven | CT | 06510 | PC | Unrestricted Funding | $75,000 | |
| Connecticut Youth Services Association | |||||||
| PO Box 551 | Glastonbury | CT | 06033 | PC | Juvenile Justice and Diversion Advocacy | $35,000 | |
| Council Of Churches Of Greater Bridgeport Inc | |||||||
| 1100 Boston Avenue Building 5A | Bridgeport | CT | 06610 | PC | Faith Community Educational Advocacy Project | $40,000 | |
| Council of Juvenile Correctional Administrators | |||||||
| 639 Granite St Ste 112 | Braintree | MA | 02184 | PC | Discretionary Grant in memory of Ned Loughran | $1,000 | |
| Crohn's & Colitis Foundation of America | |||||||
| 733 Third Ave Suite 510 | New York | NY | 10017 | PC | Director's Discretionary in support of Brett Segall | $750 | |
| CT Yankee Council Boy Scouts of America | |||||||
| 60 Wellington Road | milford | CT | 06461 | PC | Discretionary Grant | $300 | |
| CUNY Graduate School of Journalism | |||||||
| 219 W 40TH ST | New York | NY | 10018 | PC | Tow Professorships, Tow-Knight Center | $750,000 | |
| Doctors Without Borders | |||||||
| 333 Seventh Ave 2nd Floor | New York | NY | 10001 | PC | Discretionary Grant | $2,000 | |
| Domus Kids Inc | |||||||
| 83 Lockwood Avenue | Stanford | CT | 06902 | PC | Unrestricted Funding | $100,000 | |
| Environmental Defense Fund | |||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20009 | PC | Discretionary Grant on behalf | $550 | |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 361042538 | PC | Discretionary Grant | $5,000 | |
| Exponent Philanthropy | |||||||
| 1720 N Street NW | Washington | DC | 20036 | PC | 20th Anniversary Campaign | $10,000 | |
| Family Re Entry Inc | |||||||
| 9 Mott Avenue | Norwalk | CT | 06850 | PC | discretionary grant for 2016 Spring Event Family ReEntry, Unrestricted Funding | $50,600 | |
| Freedom School Partners Inc | |||||||
| 1030 Arosa Avenue | Charlotte | NC | 28237 | PC | Discretionary Grant towards Shalom Park Freedom School | $5,000 | |
| Friends Of Island Academy Inc | |||||||
| 127 West 127th Street Suite 127 | New York | NY | 10027 | PC | Youth ReEntry Network | $50,000 | |
| Friends Of Karen Inc | |||||||
| 118 Titicus Road | North Salem | NY | 10560 | PC | Supporting Children Facing a Life-Threatening Illness, Their Siblings and Families | $45,000 | |
| Friends of the Cynwyd Trail | |||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | PC | Discretionary Grant | $500 | |
| FRONTLINEWGBH Educational Foundation | |||||||
| One Guest Street | Boston | MA | 02135 | PC | Discretionary Grant, Frontline/Columbia Journalism School Fellowship | $88,000 | |
| God's Love We Deliver | |||||||
| 166 Avenue of the Americas | New York | NY | 10013 | PC | Discretionary Grant | $1,000 | |
| Grantmakers For Effective Organizations | |||||||
| 1725 DeSales Street NW Suite 404 | Washington | DC | 20036 | PC | 2016 Membership Support | $4,470 | |
| Grants Managers Network | |||||||
| 1666 K Street NW Suite 440 | Washington | DC | 20006 | PC | 2016 GMN Membership | $2,250 | |
| Harvard University Center for Jewish Studies | |||||||
| 6 Divinity Avenue | Cambridge | MA | 02138 | PC | Discretionary Grant | $500 | |
| Hospital For Special Surgery | |||||||
| 535 East 70th Street | New York | NY | 10021 | PC | David Z. Rosensweig Genomics Research Center | $1,120,000 | |
| Hour Children Inc | |||||||
| 36-11 12th Street | Long Island City | NY | 11106 | PC | Hour Children's Programs at the Bedford Hills Correctional Facility | $50,000 | |
| Hudson Link For Higher Education In Prison Inc | |||||||
| 23-25 Spring Street | Ossining | NY | 105620862 | PC | Greene Correctional Facility College Degree Program | $55,000 | |
| Innocence Project Inc | |||||||
| 40 Worth Street Ste 701 | New York | NY | 100132994 | PC | Strengthening the Innocence Project's Network Support Unit (NSU) | $100,000 | |
| Jack M Barrack Hebrew Academy | |||||||
| 272 S Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | PC | Discretionary Grant | $5,000 | |
| John Jay College - Center for Media Crime and Justice | |||||||
| 524 West 59th Street | New York | NY | 10019 | PC | Troubled Kids: Changing the Culture of Juvenile Justice Conference | $125,775 | |
| John Jay College - Prison ReEntry Institute | |||||||
| 524 West 59th Street Rm 609B | New York | NY | 10019 | PC | Tow Advocacy Fellowships | $250,000 | |
| John Jay College Foundation | |||||||
| 524 West 59th Street 623T | New York | NY | 10019 | PC | Discretionary Grant for Trailblazer Awards Dinner, John Jay College - Educating for Justice Gala | $46,850 | |
| Justice Policy Institute | |||||||
| 1012 14th Street NW Suite 60 | Washington | DC | 20005 | PC | Unrestricted Funding | $50,000 | |
| Justleadershipusa Inc | |||||||
| 555 Lenox Avenue Suite 4C | New York | NY | 10037 | PC | Emerging Leaders Training in CT, Unrestricted Funding | $105,000 | |
| Juvenile Law Center | |||||||
| 1315 Walnut Street 4th Floor | Philadelphia | PA | 19107 | PC | Unrestricted Funding | $100,000 | |
| Kennesaw State Unversity Research And Service Foundation Inc | |||||||
| 1000 Chastain Rd | Kennesaw | GA | 30144 | SO I | Juvenile Justice J-School Collaborative | $85,000 | |
| Kids In Crisis Inc | |||||||
| 1 Salem Street | Cos Cob | CT | 06807 | PC | Unrestricted Funding | $50,000 | |
| Legal Action Center Of The City Of New York Inc | |||||||
| 225 Varick Street 4th Floor | New York | NY | 10014 | PC | NY ATI & Reentry Policy Reform Project | $50,000 | |
| Legal Aid of North Carolina | |||||||
| PO BOX 26087 | RALEIGH | NC | 27611 | PC | Discretionary Grant | $5,000 | |
| Legal Services of Southern Piedmont | |||||||
| 1431 ELIZABETH AVE | CHARLOTTE | NC | 28204 | PC | Discretionary Grant | $5,000 | |
| Leukemia & Lymphoma Society Inc | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10605 | PC | Discretionary Grant | $1,000 | |
| Lifebridge Community Services Inc | |||||||
| 475 Clinton Avenue | Bridgeport | CT | 066051700 | PC | Unrestricted Funding | $30,000 | |
| Lincoln Center Theater | |||||||
| 70 LINCOLN CENTER PLAZA | New York | NY | 10023 | PC | Annual Discretionary Grant | $50,000 | |
| Lloyd Center for the Environment | |||||||
| 430 Potomska Rd | Dartmouth | MA | 02748 | PC | Discretionary Grant | $5,000 | |
| Long Wharf Theatre | |||||||
| 222 Sargent Drive | New Haven | CT | 06511 | PC | Annual Discretionary Grant , Claire Tow Stage Grant Opportuntiy, Discret | $300,700 | |
| Malta Justice Initiative Inc (MJI) | |||||||
| 33 Chester Pl | Southport | CT | 06890 | PC | Employer Opinion Survey on Hiring of Formerly Incarcerated People | $40,000 | |
| Manhattan Theatre Club | |||||||
| 311 West 43rd Street 8th Floor | New York | NY | 10036 | PC | Stargate Theatre Company | $40,000 | |
| Marin Theatre Company | |||||||
| 397 Miller Ave | Mill Valley | CA | 94941 | PC | Discretionary Grant | $1,000 | |
| Martha's Vineyard Chamber Music Society | |||||||
| PO Box 4189 | Vineyard Haven | MA | 02568 | PC | Discretionary Grant | $5,000 | |
| Martha's Vineyard Hospital | |||||||
| PO Box 1477 | Oak Bluffs | MA | 02557 | PC | Discretionary Grant | $5,000 | |
| Massachusetts Advocacy for Children | |||||||
| 25 Kingston St 2f | Boston | MA | 02111 | PC | Discretionary Grant | $2,500 | |
| Memorial Sloan-Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | PC | Michael G. Harris Facility Grant, The Tow Foundation Fellowship Program in Molecular Imaging and Nan | $3,020,000 | |
| Middlesex Coalition for Children | |||||||
| 100 Riverview Center Suite 230 | Middletown | CT | 06457 | PC | Middlesex Coalition for Children | $5,000 | |
| Music For Youth Inc | |||||||
| PO Box 403 | Westport | CT | 06881 | PC | Discretionary grant to support the Canellakis- Brown concert | $3,000 | |
| Music In The Park Atl | |||||||
| 2952 Mockingrid Lane SW | Atlanta | GA | 30311 | PC | Discretionary grant | $5,000 | |
| Nami Of Connecticut Inc | |||||||
| 576 Farmington Avenue | Hartford | CT | 06105 | PC | Alliance for Children's Mental Health | $50,000 | |
| National Center For Family Philanthropy Inc | |||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | PC | Membership contribution | $4,900 | |
| National Juvenile Justice Network | |||||||
| PO BOX 43740 | Washington | DC | 20010 | GOV | Unrestricted Funding | $50,000 | |
| New Canaan Volunteer Ambulance Corps Inc | |||||||
| 182 South Avenue | New Canaan | CT | 06840 | PC | Discretionary Grant | $5,000 | |
| New England Organ Bank | |||||||
| 60 1ST AVE | WALTHAM | MA | 02451 | PC | Discretionary Grant | $500 | |
| New York City Rescue Mission | |||||||
| PO Box 275 | New York | NY | 10013 | PC | Discretionary Grant | $1,000 | |
| New York Public Radio | |||||||
| 160 Varick Street | New York | NY | 10013 | PC | 2016 Gala, Discretionary Grant | $47,900 | |
| Norwalk Hospital Foundation Inc | |||||||
| 34 Maple Street | Norwalk | CT | 068503815 | PC | Discretionary Grant for Pulmonary Education in honor of Chris Manfredi at Norwalk Hospita | $10,000 | |
| Nutmeg Big Brothers Big Sisters Inc | |||||||
| 30 Laurel Street Suite 3 | Hartford | CT | 060161377 | PC | Unrestricted Funding | $30,000 | |
| Opportunity Nation | |||||||
| 101 Arch Street Suite 600 | Boston | MA | 02110 | PC | Opportunity Nation 2016 Summit (9/10/16) | $25,000 | |
| Our Closet | |||||||
| 400 S State Road | springfield | PA | 19064 | PC | Discretionary Grant | $1,000 | |
| Our Piece Of The Pie Inc | |||||||
| 20-28 Sargeant Street | Hartford | CT | 06105 | PC | Unrestricted Funding | $50,000 | |
| Our Space | |||||||
| 2739 Harway Ave | Brooklyn | NY | 11214 | PC | Discretionary Grant | $2,500 | |
| Page Seventy-Three Productions Inc | |||||||
| 80 HANSON PL STE 6 | Brooklyn | NY | 11217 | PC | Playwright Residency for Caroline V. McGraw | $75,000 | |
| Parents & Friends Of The Lower Fairfield County Regional Center Inc | |||||||
| 146 Silvermine Avenue | Norwalk | CT | 06850 | PC | Discretionary Grant | $100 | |
| Partnership For Strong Communities Inc | |||||||
| 227 Lawrence St | Hartford | CT | 06106 | PC | Youth Homelessness and Juvenile Justice Involvement | $50,000 | |
| Peace First Inc | |||||||
| 25 Kingston Street 6th Floor | Boston | MA | 02111 | PC | Peace First Fellowship | $25,000 | |
| Philanthropy New York Inc | |||||||
| 1500 Boradway 7th Floor | New York | NY | 10036 | PC | Fund for 2025 - Public Policy Fellows Program and Membership contribution | $63,730 | |
| Planned Parenthood Federation of America | |||||||
| 123 William St | New York | NY | 10038 | PC | Discretionary Grant and teresa law | $2,100 | |
| Planned Parenthood South Atlantic | |||||||
| 100 S Boylan Ave | RALEIGH | NC | 27603 | PC | Discretionary Grant | $5,000 | |
| Planned Parenthood South Texas | |||||||
| 2140 Babcock Road Suite 201 | San Antonio | TX | 78229 | PC | Discretionary Grant | $2,000 | |
| Pound Ridge Land Conservancy | |||||||
| 12 FANCHER RD | POUND RIDGE | NY | 10576 | PC | Director's Discretionary Grant | $5,000 | |
| Primary Stages Company Inc | |||||||
| 307 W 38TH St Rm 1510 | New York | NY | 10018 | PC | Primary Stages - 2016 Gala | $10,000 | |
| Prison Communities International Inc | |||||||
| 12 Huntville Road | Katonah | NY | 105362002 | PC | Unrestricted Funding | $30,000 | |
| Project Citizenship | |||||||
| 4 Faneuil S Mkt Bldg 3rd Floor | boston | MA | 02109 | PC | Discretionary Grant | $2,500 | |
| Public Allies Connecticut | |||||||
| 236 Huntington Ave Suite 206 | boston | MA | 02115 | PC | Unrestricted Funding | $65,000 | |
| Regional Youth Adult Social Action Partnership Inc | |||||||
| 2470 Fairfield Avenue | Bridgeport | CT | 06605 | PC | Unrestricted Funding | $100,000 | |
| Ridgefield Playhouse | |||||||
| 80 East Ridge | Ridgefield | CT | 06877 | PC | Discretionary Grant | $5,000 | |
| Ridgefield Visiting Nurse Association | |||||||
| 90 East Ridge | Ridgefield | CT | 06877 | PC | Discretionary Grant | $5,000 | |
| Roundabout Theatre Company | |||||||
| 231 W 39th St Ste 1200 | New York | NY | 10018 | PC | Playwright Residency for Jenny Rachel Weiner | $75,000 | |
| San Miguel Academy of Newburgh | |||||||
| 245 Renwick Street | NewBurgh | NY | 12550 | PC | Discretionary Grant | $5,000 | |
| Second Stage Theatre | |||||||
| 1501 BROADWAY STE 518 | New York | NY | 10036 | PC | Playwright Residency for Chisa Hutchinson | $75,000 | |
| Sibling Connection | |||||||
| PO Box 441952 | Somerville | MA | 02144 | PC | Discretionary Grant | $2,500 | |
| Songcatchers Inc | |||||||
| 50 Washington Avenue | New Rochelle | NY | 10801 | PC | Discretionary Grant | $600 | |
| Southern Poverty Law Center | |||||||
| 400 Washington Ave | Montgomery | AL | 36104 | PC | Discretionary Grant and Amy Lefkof | $8,000 | |
| SparkAction | |||||||
| 7064 Eastern Ave NW | Washington | DC | 20012 | PC | Unrestricted Funding | $85,000 | |
| St Anns Warehouse Inc | |||||||
| 55 Washington Street 458 | Brooklyn | NY | 11201 | PC | 2016 St. Ann's Gala, Donmar Warehouse Production of The Tempest/Education Program | $82,000 | |
| St Judes Childrens Research Hospital | |||||||
| 501 St Jude Place | memphis | TN | 38105 | PC | Discretionary Grant | $2,000 | |
| St Lukes Foundation Inc | |||||||
| 377 North Wilton Road | New Canaan | CT | 068402317 | PC | Director's discretionary | $5,000 | |
| The American Society for the Prevention of Cruelty to Animals (ASPCA) | |||||||
| 520 Eighth Avenue 7th Floor | New York | NY | 10018 | PC | Discretionary Grant | $500 | |
| The Bridge Fund of New York | |||||||
| 271 Madison Ave Ste 907 | New York | NY | 10016 | PC | Unrestricted Funding | $30,000 | |
| The Community Fund of Bronxville | |||||||
| 15 Park Place | Bronxville | NY | 10708 | PC | Discretionary Grant | $1,000 | |
| The Darien Community Association | |||||||
| 274 MIDDLESEX RD | DARIEN | CT | 06820 | PC | Discretionary Grant for Darien Thrift Shop | $2,500 | |
| The Foundation Center | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | PC | GrantCraft Roles @ Work Cards | $750 | |
| The Jewish Foundation for the Righteous | |||||||
| 305 Seventh Ave 19th Fl | New York | NY | 10001 | PC | Discretionary Grant | $1,000 | |
| The Jewish Historical Society of Fairfield County | |||||||
| PO Box 16918 | Stamford | CT | 06905 | PC | Norma & Milton Mann Lecture or Development of School Program | $1,000 | |
| The Legal Aid Society | |||||||
| 199 Water Street | New York | NY | 10038 | PC | Discretionary Grant | $2,000 | |
| The New 42nd Street | |||||||
| 229 West 42nd Street 10th Floor | New York | NY | 10036 | PC | 25th Anniversary Gala | $4,650 | |
| The Osborne Association | |||||||
| 809 Westchester Avenue | bronx | NY | 10455 | PC | Coming to Terms - Policy and Practice | $120,000 | |
| The Public Theater | |||||||
| 425 Lafayette St | New York | NY | 10003 | PC | Public Works & The Mobile Shakespeare Unit | $150,000 | |
| The Rotary Club of Bronxville Foundation | |||||||
| 55 Pondfield Road | Bronxville | NY | 10708 | PC | Discretionary Grant | $1,000 | |
| The Shield Institute | |||||||
| 144-61 Roosevelt Avenue | Flushing | NY | 11354 | PC | Discretionary Grant | $500 | |
| Tufts Medical Center | |||||||
| 800 WASHINGTON ST BOX 468 | Boston | MA | 02111 | PC | Discretionary Grant for Breast Cancer Research | $2,000 | |
| United Way of Northern Westchester | |||||||
| 336 Central Park Ave | Hartsdale | NY | 10530 | PC | Discretionary Grant in memory of John M. Bendheim | $2,500 | |
| University of New Haven | |||||||
| 300 Boston Post Road | West Haven | CT | 06516 | PC | Tow Youth Justice Institute | $366,667 | |
| Vera Institute of Justice | |||||||
| 233 Broadway 12th Floor | New York | NY | 10279 | PC | Common Justice, Justice and Public Housing Project | $125,000 | |
| Vermont Center for Ecostudies | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | PC | Discretionary Grant | $5,000 | |
| Visiting Nurse & Hospice Of Fairfield County Inc | |||||||
| 761 Main Avenue | Norwalk | CT | 06851 | PC | Discretionary Grant | $1,000 | |
| Visiting Nurse Service of Westchester | |||||||
| 360 MAMARONECK AVE | White Plains | NY | 10605 | PC | Discretionary Grant | $1,000 | |
| Waterbury Youth Service System | |||||||
| 83 Prospect Street | Waterbury | CT | 06702 | PC | Juvenile Justice Advocacy | $100,000 | |
| Wesleyan University | |||||||
| 222 Church St Room 306 | Middletown | CT | 06511 | PC | Unrestricted Funding | $50,000 | |
| Westchester Children's Association | |||||||
| 470 Mamaroneck Avenue | White Plains | NY | 10605 | PC | Unrestricted Funding | $25,000 | |
| William J Brennan Jr Center For Justice Inc | |||||||
| 161 Avenue Of The Americas 12th | New York | NY | 100131205 | PC | Law Enforcement Leaders | $25,000 | floor |
| WNETThirteen | |||||||
| 825 EIGHTH AVENUE 14TH FL | New York | NY | 10019 | PC | Annual Discretionary Grant, Discretionary Grant in suppport of 2016 Gala | $96,000 | |
| Women's Center of Danbury | |||||||
| 2 West Street | danbury | CT | 06810 | PC | Discretionary Grant | $2,500 | |
| Yellowstone Forever | |||||||
| 222 E MAIN ST STE 301 | BOZEMAN | MT | 59715 | PC | Discretionary Grant | $5,000 | |
| Youth Continuum Inc | |||||||
| 141 Valley Street | New Haven | CT | 06515 | PC | Unrestricted Funding | $40,000 | |
| Youth Represent | |||||||
| 11 Park Place Suite 1512 | New York | NY | 10007 | PC | Unrestricted Funding | $50,000 | |
| Youth Transition Funders Group | |||||||
| 207 E Ohio St 392 | Chicago | IL | 60611 | PC | Unrestricted funding to support the Youth Transition Funders Group and the Juvenile Justice Work Gro | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,278,732 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,224 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,087,687 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,148,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,384,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,855,271 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,855,271 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leonard Tow | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 locust avenue | AddressLine1Txt |
| City | New Canaan | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068404737 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,414,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Accounting | $79,740 | $39,870 | $39,870 |
| Tax Services | $12,700 | $6,350 | $6,350 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990PF, Part VII-B line 1(a)3 & 4: | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION PAYS COMPENSATION TO ONE OF ITS BOARD MEMBERS FOR HER DUTIES AS EXECUTIVE DIRECTOR OF THE ORGANIZATION. IN ADDITION THE ORGANIZATION REIMBURSES THIS BOARD MEMBER FOR ORDINARY AND NECESSARY BUSINESS EXPENSES. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH, PART VII-B QUESTIONS 1A(3 AND 4) HAVE BEEN ANSWERED YES. HOWEVER, THE PAYMENTS ARE REASONABLE AND NOT EXCESSIVE. THE PAYMENT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE PART VII-B QUESTION 1B HAS BEEN ANSWERED NO. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| deutsche bank- corp. bonds | $19,328,808 | $19,322,807 |
| First Republic Fixed Income - Corp. Bonds | $12,440,057 | $12,442,249 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| deutsche bank Equity - corp. stock | $32,597,591 | $36,484,815 |
| ML - Corp Stock | $26,526,951 | $27,109,968 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,050,055 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $21,969,094 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Citibank Offshore Investments | AT COST | $2,610,000 | $2,761,787 |
| deutsche bank - fixed income | AT COST | $2,318,087 | $2,175,157 |
| deutsche bank Equity - mutual funds | AT COST | $2,165,425 | $2,100,315 |
| golub capital partner offshore investments | AT COST | $7,050,000 | $7,218,233 |
| ML Trust & PIA | AT COST | $43,402,250 | $43,252,508 |
| Vanguard Brokerage Investments - fixed income | AT COST | $13,065 | $12,809 |
| vanguard Brokerage Investments - equity fund | AT COST | $10,066 | $10,498 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $28,503 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,503 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | life insurance policies | Desc |
| BOY Book Value | $27,107,125 | BOYBookValueAmt |
| EOY Book Value | $27,107,125 | EOYBookValueAmt |
| EOYFMV | $48,815,574 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank ,cr card, wires, int., stock chgs | $1,075 | $318 | $756 |
| Board, investment committee expenses | $10,000 | $10,000 | $0 |
| Bond Amortization | $249,571 | $249,571 | $0 |
| Communication expenses | $7,535 | $0 | $7,535 |
| Computer expenses | $103,676 | $0 | $103,676 |
| Family foundation development | $1,295 | $0 | $1,295 |
| Gifts,remuneration board | $2,893 | $0 | $2,893 |
| Insurance | $290,181 | $279,120 | $11,061 |
| Membership Dues | $3,875 | $0 | $3,875 |
| Miscellaneous,gifts, char. exp | $211 | $0 | $211 |
| Office Expenses | $4,887 | $0 | $4,887 |
| Payroll processing fees | $2,073 | $0 | $2,073 |
| reimbursable expenses | $522 | $0 | $522 |
| Staff professional development | $260 | $0 | $260 |
| State Incorp. Filing Fees | $100 | $0 | $100 |
| Telephone expenses | $12,241 | $0 | $12,241 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| golub capital partners | $562,601 | $562,601 | $562,601 |
| Adelphia Settlement | $1,586,262 | $1,586,262 | $1,586,262 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $83,608 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Citibank Fees | $160,800 | $160,800 | $0 |
| Deutsche Bank investment fees | $290,790 | $290,790 | $0 |
| Merrill Lynch investment fees | $282,867 | $282,867 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign TAx | CategoryTxt |
| Amt | $5,256 | Amt |
| Net Investment Income | $5,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |