2024-05-13T09:32:11-05:00 2023-06-30 132060851 Owen J Flanagan & Co 445 Hamilton Avenue 11th floor White Plains NY 10601 990PF 2022-07-01 131624176 SAMUEL H KRESS FOUNDATION SAMU 2128614993 174 EAST 80TH STREET NEW YORK NY 10075 LISA SCHERMERHORN INTERIM PRESIDENT 2128614993 2024-05-13 1 LISA SCHERMERHORN 999009999 0 Kevin Sunkel P00706145 2126822783 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 81608765 X X 787592 787592 1500606 13170118 1500606 2288198 2288198 345579 37088 305811 408969 69525 339444 293309 40864 252874 26500 0 0 482057 414515 15930 23111 0 0 85422 21355 96889 13564 81816 63913 16589 49286 8503 0 14236 89720 12054 80072 1923972 625554 1139469 2797329 3283807 4721301 625554 4423276 -2433103 1662644 499025 510022 510022 5262622 7248335 7248335 75811 53827 53827 7253864 0 0 61553767 72635329 72635329 4840922 3707615 1085548 1133307 1133307 15088 27945 27945 75745725 81608765 81608765 79080 173005 3464181 3061443 22035 141644 3565296 3376092 X 72180429 78232673 72180429 78232673 75745725 81608765 72180429 -2433103 8485347 78232673 0 78232673 ASHE CAPITAL PARTNERS P 20765 20765 20765 COLCHESTER GLOBAL BOND FUND P 444934 -444934 -444934 HALP SKY P 27990 27990 27990 NORDFLINT P 111024 -111024 -111024 PERMIAN P 570676 570676 570676 VULCAN P 342327 -342327 -342327 WESTWOOD GLOBAL P 789134 789134 789134 DISCERENE P 44661 44661 44661 GOBI INVESTMENT FUND P 819227 819227 819227 KONTIKI P 102972 102972 102972 FPR P 355877 355877 355877 PUBLICLY TRADED SECURITIES P 10438164 10771227 -333063 -333063 OTHER P 652 652 652 1500606 23111 0 23111 0 23111 22286 0 0 0 22286 X 0 825 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.KRESSFOUNDATION.ORG The Organization 2128614993 174 EAST 80TH STREET NEW YORK NY 10075 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 CARMELA FRANKLIN C/O FOUNDATION NEW YORK NY 10075 CHAIRMAN 2.00 3000 0 0 DANIEL WEISS C/O FOUNDATION NEW YORK NY 10075 VICE CHAIRMAN 2.00 2000 0 0 ELIZABETH EVEILLARD C/O FOUNDATION NEW YORK NY 10075 TRUSTEE 2.00 0 0 0 ROBERT LOPER C/O FOUNDATION NEW YORK NY 10075 SECRETARY 2.00 3000 0 0 MAX MARMOR C/O FOUNDATION NEW YORK NY 10075 PRESIDENT 40.00 334579 90271 0 WILLIAM J HIGGINS C/O FOUNDATION NEW YORK NY 10075 TRUSTEE 2.00 2000 0 0 KEN LEE C/O FOUNDATION NEW YORK NY 10075 TREASURER 2.00 1000 0 0 THEODORE MAYER C/O FOUNDATION NEW YORK NY 10075 TRUSTEE 2.00 0 0 0 STEVEN NELSON C/O FOUNDATION NEW YORK NY 10075 TRUSTEE 2.00 0 0 0 NINA SCHERAGO C/O FOUNDATION NEW YORK NY 10075 TRUSTEE 2.00 0 0 0 LISA SCHERMERHORN C/O THE FOUNDATION NEW YORK NY 10075 DEPUTY DIRECTOR 40.00 172703 40667 0 WYMAN MEERS C/O THE FOUNDATION NEW YORK NY 10075 PROGRAM ADMINISTRATO 40.00 106843 32112 0 KELLY RISI C/O THE FOUNDATION NEW YORK NY 10075 CONTROLLER 24.00 66363 50118 0 SHEA SPILLER C/O THE FOUNDATION NEW YORK NY 10075 OFFICE ADMINISTRATOR 40.00 62500 22090 0 0 CREWCIAL PARTNERS LLC 810 7TH AVE 32ND FLOOR NEW YORK NY 10019 INVESTMENT ADVISORY 146376 SPENCER STUART 90 PARK AVENUE NEW YORK NY 10016 SEARCH CONSULTANT 55000 WESTWOOD GLOBAL INVESTMENTS LLC ONE FINANCIAL CENTER STE 1620 BOSTON MA 02111 INVESTMENT ADVISORY 53741 0 0 75742065 504523 1624821 77871409 0 0 77871409 1168071 76703338 3835167 3835167 23111 23111 3812056 83740 3895796 0 3895796 4423276 0 99885 4523161 3895796 0 0 182357 545495 727852 4523161 0 0 0 3895796 627365 0 0 1355217 0 0 0 0 0 0 182357 1172860 545495 627365 LISA SCHERMERHORN INTERIM PRESIDENT 174 E 80TH STREET NEW YORK NY 10075 2128614993 -COVER LETTER WITH CONTACT INFORMATION TO WHICH CORRESPONDENCE CAN BE DIRECTED. -THREE TO FIVE PAGE DESCRIPTION OF PROJECT -ILLUSTRATIONS, IF APPLICABLE (COLOR PHOTOCOPIES ARE ACCEPTABLE) -CURRICULUM VITAE OF THE PROJECT'S PRIMARY PARTICIPANT(S) -A DETAILED BUDGET. IF THE GRANTEE IS OUTSIDE THE US THE BUDGET SHOULD SHOW ALL AMOUNTS IN BOTH FOREIGN CURRENCY AND US DOLLARS; QUOTE A CURRENT EXCHANGE RATE; AND CITE A TRUSTED SOURCE OF THAT RATE. THE FOUNDATION SUGGESTS THAT GRANTEES USE: WWW.OANDA.COM -IRS DETERMINATION LETTER OF 501(C)3 STATUS FOR THE ORGANIZATION THAT WOULD RECEIVE AND ADMINISTER THE GRANT IN ADDITION TO SUBMITTING PRINTED MATERIALS, APPLICANTS MUST ALSO EMAIL A DIGITAL COPY OF THEIR APPLICATION TO APPLICATIONS@KRESSFOUNDATION.ORG - THIS DIGITAL SUBMISSION SHOULD BE SENT AS A SINGLE PDF DOCUMENT APPLICATION DEADLINES*: JANUARY 15, APRIL 1, AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAY N/A LISA SCHERMERHORN INTERIM PRESIDENT 174 E 80TH STREET NEW YORK NY 10075 2128614993 -COVER LETTER WITH CONTACT INFORMATION TO WHICH CORRESPONDENCE CAN BE DIRECTED. -THREE TO FIVE PAGE DESCRIPTION OF PROJECT -ILLUSTRATIONS, IF APPLICABLE (COLOR PHOTOCOPIES ARE ACCEPTABLE) -CURRICULUM VITAE OF THE PROJECT'S PRIMARY PARTICIPANT(S) -A DETAILED BUDGET. IF THE GRANTEE IS OUTSIDE THE US THE BUDGET SHOULD SHOW ALL AMOUNTS IN BOTH FOREIGN CURRENCY AND US DOLLARS; QUOTE A CURRENT EXCHANGE RATE; AND CITE A TRUSTED SOURCE OF THAT RATE. THE FOUNDATION SUGGESTS THAT GRANTEES USE: WWW.OANDA.COM -IRS DETERMINATION LETTER OF 501(C)3 STATUS FOR THE ORGANIZATION THAT WOULD RECEIVE AND ADMINISTER THE GRANT IN ADDITION TO SUBMITTING PRINTED MATERIALS, APPLICANTS MUST ALSO EMAIL A DIGITAL COPY OF THEIR APPLICATION TO APPLICATIONS@KRESSFOUNDATION.ORG - THIS DIGITAL SUBMISSION SHOULD BE SENT AS A SINGLE PDF DOCUMENT APPLICATION DEADLINES*: JANUARY 15, APRIL 1, AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAY N/A LISA SCHERMERHORN INTERIM PRESIDENT 174 E 80TH STREET NEW YORK NY 10075 2128614993 -COVER LETTER WITH CONTACT INFORMATION TO WHICH CORRESPONDENCE CAN BE DIRECTED. -THREE TO FIVE PAGE DESCRIPTION OF PROJECT -ILLUSTRATIONS, IF APPLICABLE (COLOR PHOTOCOPIES ARE ACCEPTABLE) -CURRICULUM VITAE OF THE PROJECT'S PRIMARY PARTICIPANT(S) -A DETAILED BUDGET. IF THE GRANTEE IS OUTSIDE THE US THE BUDGET SHOULD SHOW ALL AMOUNTS IN BOTH FOREIGN CURRENCY AND US DOLLARS; QUOTE A CURRENT EXCHANGE RATE; AND CITE A TRUSTED SOURCE OF THAT RATE. THE FOUNDATION SUGGESTS THAT GRANTEES USE: WWW.OANDA.COM -IRS DETERMINATION LETTER OF 501(C)3 STATUS FOR THE ORGANIZATION THAT WOULD RECEIVE AND ADMINISTER THE GRANT IN ADDITION TO SUBMITTING PRINTED MATERIALS, APPLICANTS MUST ALSO EMAIL A DIGITAL COPY OF THEIR APPLICATION TO APPLICATIONS@KRESSFOUNDATION.ORG - THIS DIGITAL SUBMISSION SHOULD BE SENT AS A SINGLE PDF DOCUMENT APPLICATION DEADLINES*: APRIL 1 AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAY N/A International Center of Medieval Art The Met Cloisters Fort Tryon Park New York NY 10040 PC History of Art Grants 10000 International Center of Medieval Art The Met Cloisters Fort Tryon Park New York NY 10040 PC History of Art Grants 18500 Italian Art Society 777 Main St Unit 1211 Hartford CT 06103 PC History of Art Grants 3300 Italian Art Society 777 Main St Unit 1211 Hartford CT 06103 PC History of Art Grants 6000 Middlebury College 14 Old Chapel Rd Middlebury VT 05753 PC History of Art Grants 55000 Renaissance Society of 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FLANAGAN & CO. - AUDIT 26500 0 0 Cynthia Kok 4 West 103rd Street New York NY 10025 2022-07-01 30000 Second installment of pre-doctoral research fellowship in Leiden. University requests payment made directly to individuals due to government regulations in the Netherlands None 6/30/2023 Amount properly expended Felicity Good c/o Kress Foundation 174 E 80th St New York NY 10075 2022-07-01 30000 First installment of pre-doctoral research fellowship in Leiden. University requests payment made directly to individuals due to government regulations in the Netherlands None 6/30/2023 Amount properly expended John Simon Guggenheim Foundation 90 Park Avenue New York NY 10016 2023-01-03 250 General Program Support None Report not requested for matching gifts Unknown ASHE CAPITAL FMV 4417446 4417446 CANYON VALUE OFFSHORE FMV 2016485 2016485 CEVIAN CAPITAL FMV 6172731 6172731 COLCHESTER GLOBAL BOND FMV 3680522 3680522 FPR PARTNERS FMV 2711753 2711753 HALF SKY FMV 1626400 1626400 HENGISTBURY FMV 2303122 2303122 LANSDOWNE DEVELOPMENT FMV 5312315 5312315 MARBLE RIDGE OFFSHORE FUND FMV 16210 16210 SAGACIA OFFSHORE FUND FMV 2728915 2728915 VANGUARD SHORT TERM BOND FMV 2388469 2388469 VANGUARD TOTAL BOND FUND FMV 1946145 1946145 NITORUM FMV 3276740 3276740 KONTIKI FMV 2706700 2706700 DARLINGTON FMV 5646997 5646997 NORDFLINT FMV 3365162 3365162 LONE CASCADE FMV 3535651 3535651 ACWI FMV 8401945 8401945 PENDING INVESTMENT TRADES FMV 10381621 10381621 BUILDING 2804558 2804558 0 OFFICE FURNITURE 267261 264712 2549 2549 BUILDING FIXTURES 1060678 540922 519756 519756 COMPUTERS AND OFFICE EQUIPMENT 208425 97423 111002 111002 LAND 500000 0 500000 500000 INTEREST AND DIVIDENDS RECEIVABLE 15088 27945 27945 OFFICE EXPENSES 89720 12054 80072 CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAX) 8485347 DEFERRED EXCISE TAX PAYABLE 22035 141644 WEBSITE FEES 6902 0 6902 INVESTMENT MANAGEMENT 248399 248399 0 IT CONSULTING FEES 15512 2172 9028 CUSTODIAN FEES 9868 9868 0 INVESTMENT ADVISORY 146376 146376 0 SEARCH FEES 55000 7700 0 FEDERAL EXCISE TAXES 23111 0 0