THE TOW FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE TOW FOUNDATION INC (EIN 06-6484045)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-02
- IRS object ID
- 201633079349100633
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-02T14:30:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-10-24 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $232,545,828 | 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 | $11,787,153 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,242 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,242 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,640,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,525,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $796,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,933,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $922,947 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $446,724 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $446,724 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,671,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,896,478 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $242,764 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,276 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $218,488 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $379,012 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,193 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $373,819 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $159,909 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,237 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $152,672 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $290 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $290 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,102 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,051 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,051 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $711,375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $697,944 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,431 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $132,511 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,361 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,173 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $72,237 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $72,237 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $90,813 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $90,073 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,378 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,378 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $378,027 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270,063 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $107,964 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,243,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,071,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,064,403 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,605,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,605,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,849,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,071,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,670,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,822,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,825,353 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,743,975 | CashBOYAmt |
| Cash EOY | $1,360,149 | CashEOYAmt |
| Cash EOYFMV | $1,360,149 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,490,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,908,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,908,404 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,992,015 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,073,813 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,063,932 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,543,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,705,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,731,731 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,679,663 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,076,386 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,077,930 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $104,777,922 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,116,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,889,979 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,866 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,173 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $20,409,556 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,107,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,513,703 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $212,643,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,347,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $232,545,828 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $212,643,395 | CapitalStockBOYAmt |
| Capital Stock EOY | $212,347,980 | 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 | $212,643,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $212,347,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,643,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,347,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,643,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,822,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $217,465,778 | SubtotalAmt |
| Other Decreases | $5,117,798 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $212,347,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch | P | 2015-06-01 | 2015-12-31 | $4,032,766 | $4,174,995 | -$142,229 | -$142,229 |
| Merrill Lynch | P | 2014-06-01 | 2015-12-31 | $17,577,854 | $19,156,026 | -$1,578,172 | -$1,578,172 |
| Merrill Lynch | P | 2015-06-01 | 2015-12-31 | $1,803,932 | $1,983,472 | -$179,540 | -$179,540 |
| Merrill Lynch | P | 2015-06-01 | 2015-12-31 | $970,639 | $1,157,761 | -$187,122 | -$187,122 |
| US Trust | P | 2015-06-01 | 2015-12-31 | $7,002,894 | $7,486,740 | -$483,846 | -$483,846 |
| US Trust | P | 2014-06-01 | 2015-12-31 | $11,762,530 | $10,410,802 | $1,351,728 | $1,351,728 |
| Deutsche Bank | P | 2015-06-01 | 2015-12-31 | $10,668,834 | $10,340,458 | $328,376 | $328,376 |
| Deutsche Bank | P | 2014-06-01 | 2015-12-31 | $16,499,474 | $15,300,060 | $1,199,414 | $1,199,414 |
| Capital Gains Dividends | P | $614,338 | $614,338 | $614,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $922,947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,346,299 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $210,460,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063415 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,470,272 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $195,426,308 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068928 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,902,469 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $162,176,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,409,741 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $113,865,319 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100204 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,051,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $100,785,308 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.129502 | DistributionYr5Rt |
| Total Distribution | 0.466272 | TotalDistributionRt |
| Average Distribution | 0.093254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $222,789,453 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,776,008 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,254 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,824,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,670,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $197,238 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $197,238 | TotalPaymentsAndCreditsAmt |
| Overpayment | $100,731 | OverpaymentAmt |
| Applied To ES Tax | $100,731 | 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 | Director | 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. Direcotr | 40.00 | $242,764 | $21,236 | $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 | program director | 40.00 | $111,314 | $19,161 | $0 |
| nadia alia | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | grants manager | 40.00 | $71,229 | $11,771 | $0 |
| camile kramer | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | office manager | 40.00 | $69,664 | $6,336 | $0 |
| andrea sholler | |||||||||
| c/o the tow foundation 50 locust | avenue | new canaan | CT | 06840 | associate director | 40.00 | $51,931 | $7,667 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| merrill lynch trust co | |||||
| 1300 merrill lynch dr | pennington | NJ | 08534 | investment manager | $410,419 |
| deutsche bank | |||||
| 60 wall street | new york | NY | 10005 | investment manager | $287,664 |
| nancy blaney | |||||
| 27 pine hill drive | katonah | NY | 10536 | bookkeeping | $68,102 |
| 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 | $186,571,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,123,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,487,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,182,186 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $226,182,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,392,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $222,789,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,139,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,139,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,507 | TotalTaxAmt |
| Distributable Before Adj | $11,042,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,042,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,042,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,670,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,670,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,670,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,042,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,678,366 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,561,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,151,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,390,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,670,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,042,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $627,114 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,018,020 | 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 | $11,787,153 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,230,867 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $452,593 | ExcessFromYear2Amt |
| Excess From Year1 | $3,151,160 | ExcessFromYear1Amt |
| Excess From Current Year | $627,114 | 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 (110 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 | |
| Alexs Lemonade Stand Foundation | |||||||
| 333 E Lancaster Avenue 414 | Wynnewood | PA | 19096 | PC | Discretionary Grant in support of Mary Rigler | $500 | |
| ALS Association of Greater Philadelphia | |||||||
| 321 Norristown Road Suite 260 | Ambler | PA | 19002 | PC | Sponsorship of a Players Booth - Phillies Phestival o/b/o Frank Tow | $5,000 | |
| Amyotrophic Lateral Sclerosis Association | |||||||
| 42 Broadway Suite 1724 | New York | NY | 10004 | PC | Knock-Out Table Sponsorship: 2015 Lou Gehrig Sports Award Benefit on behalf of Dr. Leonard Tow | $23,120 | |
| Artspace Inc | |||||||
| 50 Orange St | New Haven | CT | 065103107 | PC | Arresting Patterns Conference | $3,000 | |
| Association Of Small Foundations | |||||||
| 1720 N Street NW | Washington | DC | 20036 | PC | Director's Discretionary Grant on behalf of Emily Tow Jackson | $2,500 | |
| Bard College | |||||||
| PO Box 5000 Campus Road | AnnadaleonHudson | NY | 12504 | PC | Bard Prison Initiative and BPI-Tow Fellowship in Public Health | $315,000 | |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | PC | 2015 Annual Gala donation on behalf of Emily Tow Jackson and The Tow Family Award for Pedagogy and Professorships | $221,500 | |
| Bridge Fund Of New York Inc | |||||||
| 171 East Post Road Room 200 | White Plains | NY | 10601 | PC | Unrestricted Funding | $30,000 | |
| 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; Tow Professorships; Research Travel Fellowships | $200,000 | |
| Campaign For The Fair Sentencing Of Youth | |||||||
| 1319 F St 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 | |
| Center For Children's Advocacy Inc | |||||||
| 65 Elizabeth Street | Hartford | CT | 06105 | PC | Unrestricted Funding | $125,000 | |
| Center For Children's Law And Policy Inc | |||||||
| 1701 K ST NW Suite 1100 | Washington | DC | 200061510 | PC | Unrestricted Funding | $60,000 | |
| Center For Community Alternatives | |||||||
| 115 East Jefferson Street | Syracuse | NY | 13202 | PC | Unrestricted Funding and Raise The Age Youth Advocacy and Newsletter | $52,500 | |
| Chelsea Opera Inc | |||||||
| PO Box 277 Old Chelsa Sation | New York | NY | 10113 | PC | Discretionary Grant on behalf of Dr. Leonard Tow for the 2015-2016 season | $2,500 | |
| Childrens Defense Fund | |||||||
| 15 Maiden Lane Suite 1200 | New York | NY | 10038 | PC | Unrestricted Funding | $75,000 | |
| Clifford W Beers Guidance Clinic Inc | |||||||
| 93 Edwards Street | New Haven | CT | 06511 | PC | Unrestricted Funding | $50,000 | |
| Coalition For Juvenile Justice | |||||||
| 1319 F Street NW Suite 402 | Washington | DC | 200041106 | PC | Unrestricted Funding and State Advisory Group Capacity for Transformative Juvenile Justice Reform Leadership | $75,000 | |
| Committee To Protect Journalists Inc | |||||||
| 330 7th Avenue 11th Floor | New York | NY | 100015010 | PC | 2015 International Press Freedom Awards Dinner's Call to Action Contribution | $5,000 | |
| Community Mediation Inc | |||||||
| 3013 Dixwell Ave Suite 3 | Hamden | CT | 06518 | PC | Creating Truly Restorative Juvenile Review Boards | $25,000 | |
| Community Partners In Action | |||||||
| 110 Bartholomew Avenue Suite 3010 | Hartford | CT | 06106 | PC | Holiday Gifts for Juvenile Justice Youth on behalf of Emily Tow Jackson and Unrestricted Funding | $52,000 | |
| Connecticut Challenge Inc | |||||||
| 1300 Post Road | Fairfield | CT | 06824 | PC | BLK Bike CT Challenge Cancer Ride | $750 | |
| Connecticut Council For Philanthropy | |||||||
| 212 Main Street | Hartford | CT | 06106 | PC | 2015 Membership Support on behalf of Emily Tow Jackson | $5,000 | |
| Connecticut Legal Services Inc | |||||||
| 62 Washington Street 4th Floor | Middletown | CT | 06106 | PC | Stop the School to Prison Pipeline | $50,000 | |
| Connecticut News Project Inc | |||||||
| 53 Oak Street Suite 15 | Hartford | CT | 06106 | PC | The Connecticut Mirror | $16,100 | |
| Connecticut Players Foundation Inc DBA Long Wharf Theatre | |||||||
| 222 Sargent Drive | New Haven | CT | 06511 | PC | Title Sponsor for Small State, Big Debate: Race, Director's discretionary grant on behalf of Leonard and Emily Tow, Discretionary Grant on behalf of Eileen Wiseman, and Renovation of the main stage theater complex, therinafter to be named the "Claire Tow Stage" | $309,950 | |
| 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 | Bromley's Juvenile Delinquency Certificate and Engaging Municipal Leaders in JJ Reform: From Talk to Action | $42,500 | |
| Correctional Association Of New York | |||||||
| 2090 Adam Clayton Powell Blvd Suite | New York | NY | 10027 | PC | Juvenile Justice Project - Raise The Age and Host Committee for the Correctional Association's 170th Anniversary Celebration | $85,000 | 200 |
| Council Of Churches Of Greater Bridgeport Inc | |||||||
| 1100 Boston Avenue Building 5A | Bridgeport | CT | 06610 | PC | Faith Community Educational Advocacy Project | $40,000 | |
| Domus Kids Inc | |||||||
| 83 Lockwood Avenue | Stanford | CT | 06902 | PC | The Trafigura Work & Learn Business Center | $100,000 | |
| Easton Country Day School Inc | |||||||
| 660 Morehouse Rd | Easton | CT | 06612 | PC | Discretionary Grant on behalf of Sue Ransden | $200 | |
| Emerson College | |||||||
| 120 Boylston Street | Boston | MA | 02116 | PC | Discretionary Grant to HowlRound for Playwright Residency blog series and facilitation | $2,500 | |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 361042538 | PC | Annual Benefit Dinner 2015 Bronze Level donation on behalf of Emily Tow Jackson | $4,430 | |
| Families in Crisis Inc | |||||||
| 60 Popieluszko Court | Hartford | CT | 06106 | PC | Discretionary Grant for Susan Quinlan's Tribute Book on behalf of Emily Tow Jackson and unrestricted funding | $50,250 | |
| Family Re Entry Inc | |||||||
| 9 Mott Avenue | Norwalk | CT | 06850 | PC | Increasing Impact: Informing Public Policy in Adult/Juvenile Criminal Justice | $40,000 | |
| Freedom School Partners Inc | |||||||
| 1030 Arosa Avenue | Charlotte | NC | 28237 | PC | 2015 Director's Discretionary Grant towards Shalom Park Freedom School on behalf of Amy Lefkof | $5,000 | |
| 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 Nathaniel Witherell Inc | |||||||
| 70 Parsonage Road | Greenwich | CT | 06830 | PC | Discretionary Grant on behalf of Camille Kramer | $1,000 | |
| Grantmakers For Effective Organizations | |||||||
| 1725 DeSales Street NW Suite 404 | Washington | DC | 20036 | PC | 2015 Membership Contribution on behalf of Emily Tow Jackson | $4,270 | |
| Greek Orthodox Archdiocese Of America | |||||||
| 1527 Bedford Street | Stanford | CT | 06905 | PC | Discretionary grant on behalf of Diane Sierpina | $1,500 | |
| Hands Up For Haiti Inc | |||||||
| PO Box 913 | Mt Kosco | NY | 10549 | PC | Discretionary Grant on behalf of Emily Tow Jackson for Annual Celebration | $100 | |
| Hospital For Special Surgery | |||||||
| 535 East 70th Street | New York | NY | 10021 | PC | The creation of the 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 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 | |
| Icahn School Of Medicine At Mount Sinai | |||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | PC | Discretionary Grant o/b/o Nancy Blaney for Gallium68 Dotatate Scanner, and Discretionary Grant o/b/o Nancy Blaney for Dr. Warner's Carcinoid cancer study | $1,000 | |
| Innocence Project Inc | |||||||
| 40 Worth Street Ste 701 | New York | NY | 100132994 | PC | Strengthening the Innocence Project's Network Support Unit (NSU) | $100,000 | |
| Island Community Chorus Inc | |||||||
| PO Box 4157 | Vineyard Haven | MA | 02568 | PC | Discretionary Grant on behalf of Maureen Strafford | $2,000 | |
| Jack M Barrack Hebrew Academy | |||||||
| 272 S Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | PC | Discretionary Grant on behalf of Frank Tow | $2,500 | |
| Justice Policy Institute | |||||||
| 1012 14th Street NW Suite 60 | Washington | DC | 20005 | PC | Unrestricted Funding | $100,000 | |
| Justleadershipusa Inc | |||||||
| 555 Lenox Avenue Suite 4C | New York | NY | 10037 | PC | Membership Level Support for 2nd Annual Benefit aND Unrestricted Funding | $102,502 | |
| Juvenile Law Center | |||||||
| 1315 Walnut Street 4th Floor | Philadelphia | PA | 19107 | PC | Juvenile Law Center 40th Anniversary Leadership Sponsorship and Juvenile Life Without Parole | $84,450 | |
| Kennesaw State Unversity Research And Service Foundation Inc | |||||||
| 1000 Chastain Rd | Kennesaw | GA | 30144 | SO I | Juvenile Justice Information Exchange and Juvenile Justice J-School Collaborative | $170,000 | |
| 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 | $35,000 | |
| Lifebridge Community Services Inc | |||||||
| 475 Clinton Avenue | Bridgeport | CT | 066051700 | PC | Silver Sponsorship for Food for Thought Luncheon 2015 and Work to Learn(W2L)/Youth Business Center (YBC) | $52,300 | |
| Malta Prison Volunteers Of Connecticut Inc | |||||||
| 33 Chester place | Southport | CT | 068900481 | PC | Criminal Justice Reform Initiative | $15,000 | |
| Martha's Vineyard Chamber Music Society | |||||||
| PO Box 4189 | Vineyard Haven | MA | 02568 | PC | Martha's Vineyard Chamber Music Society | $5,000 | |
| Memorial Sloan-Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | PC | Michael G. Harris Cell Therapy & Cell Engineering Facility | $1,600,000 | |
| Middlesex United Way Inc | |||||||
| 100 Riverview Center Suite 230 | Middletown | CT | 06457 | PC | Middlesex Coalition for Children o/b/o Emily Tow Jackson | $5,000 | |
| Music For Youth Inc | |||||||
| PO Box 403 | Westport | CT | 06881 | PC | April 4, 2015 Young Persons' Concert by Cicely Parnas | $3,000 | |
| Music In The Park Atl | |||||||
| 2952 Mockingrid Lane SW | Atlanta | GA | 30311 | PC | Discretionary grant on behalf of Andrew Tow. | $5,000 | |
| Nami Of Connecticut Inc | |||||||
| 576 Farmington Avenue | Hartford | CT | 06105 | PC | KTP Children's Committee | $50,000 | |
| National Center For Family Philanthropy Inc | |||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | PC | Membership contribution on behalf of Emily Tow Jackson | $4,900 | |
| National Conference of State Legislatures (NCSL) | |||||||
| 7700 East First Place | Denver | CO | 80230 | GOV | Informing Juvenile Justice Policy: Raise the Age | $75,000 | |
| National Multiple Sclerosis Society - Greater Delaware Valley Chapter | |||||||
| 30 South 17th Street Suite 800 | Philadelphia | PA | 19103 | PC | 2015 MS City to Shore 150 on behalf of Frank Tow | $1,000 | |
| New Canaan Volunteer Ambulance Corps Inc | |||||||
| 182 South Avenue | New Canaan | CT | 06840 | PC | Discretionary grant on behalf of Nadia Alia and Member's Discretionary Grant on behalf of Dr. Leonard Tow | $5,250 | |
| New York Genome Center Inc | |||||||
| 101 Avenue of the Americas | New York | NY | 10013 | PC | Genetics and Genomics of ALS: Sequencing, Data Warehousing, and Analysis | $2,500,000 | |
| New York Public Radio | |||||||
| 160 Varick Street | New York | NY | 10013 | PC | Radio Rookies | $10,000 | |
| New York Shakespeare Festival | |||||||
| 425 Lafayette Street | New York | NY | 10003 | PC | Public Works & The Mobile Shakespeare Unit | $150,000 | |
| Norwalk Hospital Foundation Inc | |||||||
| 34 Maple Street | Norwalk | CT | 068503815 | PC | Discretionary Grant for Pulmonary Education at Norwalk Hospital | $10,000 | |
| Nutmeg Big Brothers Big Sisters Inc | |||||||
| 30 Laurel Street Suite 3 | Hartford | CT | 060161377 | PC | One-to-One Mentoring for System-Involved Youth | $50,000 | |
| Nysarc Inc | |||||||
| PO Box2 630 Route 217 | Mellenville | NY | 125440002 | PC | Discretionary grant on of behalf Camille Kramer | $1,000 | |
| Our Piece Of The Pie Inc | |||||||
| 20-28 Sargeant Street | Hartford | CT | 06105 | PC | OPP in Communities | $50,000 | |
| Our Sisters School Inc | |||||||
| 145 Brownell Avenue | New Bedford | MA | 02740 | PC | Discretionary Grant on behalf of David Tobias | $5,000 | |
| Parents & Friends Of The Lower Fairfield County Regional Center Inc | |||||||
| 146 Silvermine Avenue | Norwalk | CT | 06850 | PC | Discretionary grant on behalf of Diane Sierpina | $100 | |
| Partners Healthcare System Inc | |||||||
| PO Box 1477 | Oak Bluffs | MA | 02557 | PC | Member's Discretionary Grant on behalf of Dr. Leonard Tow | $5,000 | |
| Partnership For Strong Communities Inc | |||||||
| 227 Lawrence St | Hartford | CT | 06106 | PC | CT Runaway and Homeless Youth Project | $35,000 | |
| 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 on behalf of Emily Tow Jackson. | $63,730 | |
| Prison Communities International Inc | |||||||
| 12 Huntville Road | Katonah | NY | 105362002 | PC | Sing Sing "Wizard of Oz" performance on May 29th, aned Unrestricted Funding | $30,150 | |
| Regional Youth Adult Social Action Partnership Inc | |||||||
| 2470 Fairfield Avenue | Bridgeport | CT | 06605 | PC | CTJJA Juvenile Training Facility Advocacy Grant, Restorative Justice (RJ)-Mediation Project and Unrestricted Funding | $280,000 | |
| Research Foundation Of The City University Of New York | |||||||
| 524 West 59th Street Room 623T | New York | NY | 10019 | PC | Tow Advocacy Fellowships | $250,000 | |
| Robin Hood Foundation | |||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | PC | Dead & Company & Juvenile/Criminal Justice Project | $22,500 | |
| Saint Ann's School | |||||||
| 129 Pierrepont Stret | Brooklyn | NY | 11201 | PC | Member's discretionary grant to Jack Eustis Scholarship Fund on behalf of Leonard Tow & Emily Tow Jackson | $1,000 | |
| San Francisco Public Health Foundation | |||||||
| 367 Cedar Street Suite 410 | New Haven | CT | 06510 | PC | Expanding and Sustaining the Transitions Clinic Network Model in Connecticut | $25,000 | |
| San Miguel Academy of Newburgh | |||||||
| 245 Renwick Street | NewBurgh | NY | 12550 | PC | Discretionary Grant on behalf of Dr. Tow & Emily Tow Jackson | $5,000 | |
| Songcatchers Inc | |||||||
| 50 Washington Avenue | New Rochelle | NY | 10801 | PC | Discretionary Grant on behalf of Nadia Alia | $750 | |
| St Anns Warehouse Inc | |||||||
| 55 Washington Street 458 | Brooklyn | NY | 11201 | PC | Henry IV Outreach Program and Discretionary Grant - Gala Committee: Vice-Chairs Sponsorship | $82,000 | |
| St Lukes Foundation Inc | |||||||
| 377 North Wilton Road | New Canaan | CT | 068402317 | PC | Director's discretionary on behalf of Emily Tow Jackson | $5,000 | |
| The Arnold Gold Foundation | |||||||
| 619 Palisade Avenue 2nd Floor | Englewood Cliffs | NJ | 07632 | PC | 2015 Golden Thread Gala on behalf of Dr. Leonard Tow | $47,000 | |
| The Community Foundation for the National Capital Region | |||||||
| 1201 15th Street NW Suite 420 | Washington | DC | 20005 | PC | Unrestricted funding to support the Youth Transition Funders Group and the Juvenile Justice Work Group | $15,000 | |
| The Connecticut Women's Consortium Inc | |||||||
| 2321 Whitney Avenue Suite 401 | Hamden | CT | 06518 | PC | Silver Sponsor: 16th Bi-Annual AFJO Conference | $4,260 | |
| The Fairfield County Community Foundation Inc | |||||||
| 383 Main Avenue | Norwalk | CT | 068511543 | PC | Fund for Women and Girls' Luncheon 2015: Camille, Nadia, and Khrystyna attended on April 9,2015 | $615 | |
| The Forum For Youth Investment | |||||||
| 7064 Eastern Ave NW | Washington | DC | 20012 | PC | SparkAction - Unrestricted Funding | $40,000 | |
| The Vermont Center For Ecostudies Inc | |||||||
| PO Box 420 | Norwich | VT | 05055 | PC | On behalf of David Tobias | $5,000 | |
| Trustees For Harvard University | |||||||
| 6 Divinity Avenue | Cambridge | MA | 02138 | PC | Harvard University Center for Jewish Studies | $500 | |
| Trustees of Columbia University In The City Of New York | |||||||
| 722 W 168th Street 14th Floor | New York | NY | 100322695 | PC | Grant for The University Seminars on behalf of Dr. Leonard Tow, Tow Faculty Leadership Scholars Fund and Center for Justice | $226,000 | |
| University of New Haven | |||||||
| 300 Boston Post Road | West Haven | CT | 06516 | PC | Tow Youth Justice Institute at University of New Haven | $225,000 | |
| University of New York Senior College | |||||||
| 219 West 40th Street | New York | NY | 10018 | PC | Tow Professorships at the CUNY J-School | $50,000 | |
| Village for Families & Children Inc | |||||||
| 1680 Albany Avenue | Hartford | CT | 06105 | PC | Truancy Court Prevention Project (TCPP) | $50,000 | |
| Visiting Nurse & Hospice Of Fairfield County Inc | |||||||
| 761 Main Avenue | Norwalk | CT | 06851 | PC | Member's Discretionary Grant on behalf of Dr. Leonard Tow | $1,000 | |
| Vivian Beaumont Theater Inc | |||||||
| 150 West 65th Street | New York | NY | 10023 | PC | Annual Board Gift on behalf of Dr. Leonard Tow | $50,000 | |
| 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 | Westchester Raise the Age Campaign | $25,000 | |
| William J Brennan Jr Center For Justice Inc | |||||||
| 161 Avenue Of The Americas 12th | New York | NY | 100131205 | PC | Law Enforcement Leadership Group to Reduce Crime and Incarceration | $25,000 | floor |
| Youth Continuum Inc | |||||||
| 141 Valley Street | New Haven | CT | 06515 | PC | Unrestricted Funding | $50,000 | |
| Youth Rights Media Inc | |||||||
| 85 Willow St Bldg A 2nd F1 Ste 3 | New Haven | CT | 06511 | PC | Media Arts Programming | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,605,677 | 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 | $1,242 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,640,333 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $796,199 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,884,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,884,498 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Leonard Tow | ContributorPersonNm |
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 | $11,787,153 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | life insurance policy | NoncashPropertyDesc |
| Fair Market Value | $11,787,153 | FairMarketValueAmt |
| Received | 2015-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $68,102 | Amt |
| Net Investment Income | $34,051 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,051 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | equipment | PropertyDesc |
| Acquired | 2009-01-01 | AcquiredDt |
| Cost Or Other Basis | $35,866 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $28,693 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $7,173 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Form 990PF, Part VII-B line 1(a)3 & 4: | 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. |
| form 990PF, Part xiii, line 7: | Pursuant to REG 53.4942(a)-3(c)(2)(iv), the organization elects to treat, as current corpus distribution, the following unused prior tax year's distributions that were treated as corpus distributions under REG 53.4942(a)-3(d)(1)(iii):2012 - $8,678,3662013 - $3,108,787 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | deutsche bank Equity - corp bonds | BondNm |
| EOY Book Value | $20,076,386 | EOYBookValueAmt |
| EOYFMV | $20,077,930 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| deutsche bank Equity - corp stock | $33,123,122 | $35,642,413 |
| ML - Corp Stock | $26,582,171 | $24,089,318 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,073,813 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,063,932 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| golub capital partner | AT COST | $5,125,003 | $5,125,000 |
| deutsche bank Equity - fixed income investment fund | AT COST | $4,479,966 | $4,068,278 |
| ML Trust & PIA | AT COST | $84,511,841 | $85,696,701 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $35,866 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $35,866 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $290 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $290 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | life insurance policies | Desc |
| BOY Book Value | $20,409,556 | BOYBookValueAmt |
| EOY Book Value | $27,107,125 | EOYBookValueAmt |
| EOYFMV | $46,513,703 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS FMV OVER COST OF LIFE INSURANCE COntributions | $5,089,584 |
| 2014 Trust Non div income adj for sales-never booked | $23,296 |
| Prior years cost adjustment | $4,918 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank ,cr card, wires, int., stock chgs | $1,111 | $485 | $626 |
| Communication expenses | $21,477 | $0 | $21,477 |
| Computer expenses | $50,813 | $0 | $50,813 |
| Insurance | $271,028 | $260,020 | $11,008 |
| Investment mtg, staff dev. | $8,134 | $7,500 | $634 |
| Membership Dues | $4,690 | $0 | $4,690 |
| Miscellaneous,gifts, char. exp | $2,821 | $2,058 | $763 |
| Office Expenses | $3,871 | $0 | $3,871 |
| Payroll processing fees | $1,857 | $0 | $1,857 |
| Telephone expenses | $12,225 | $0 | $12,225 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | golub capital partners | Desc |
| Revenue And Expenses Per Books | $446,724 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $446,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $446,724 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Merrill Lynch investment fees | $410,280 | $410,280 | $0 |
| Consulting fees | $13,431 | $0 | $13,431 |
| Deutsche Bank investment fees | $287,664 | $287,664 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign TAx | $32,361 | $32,361 | $0 |
| US Taxes | $100,150 | $0 | $0 |