JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC (EIN 20-1499861)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202443059349101009
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T09:17:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201499861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Joan Cullman Foundation for the | BusinessNameLine1Txt |
| Business Name Line2 | Arts Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | joel treisman | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,343,221 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,842,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,469 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $80,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,510 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,792 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $892 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,845 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,830 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,417 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,417 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$183,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $394,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,500 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $443,703 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $494,438 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $501,632 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,789,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,699,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,591,089 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,627,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,444,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,343,221 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,627,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,444,354 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,627,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,444,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,627,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,444,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,627,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$183,178 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,444,354 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,444,354 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,842,858 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,759,155 | CostOrOtherBasisAmt |
| Gain Or Loss | $83,703 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $83,703 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,544 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,544 | SubtotalAmt |
| Tax Based On Investment Income | $1,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,594 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $50 | OverpaymentAmt |
| Applied To ES Tax | $50 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael Cardozo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, VP | 1.0 | $0 | $0 | $0 |
| Blair Rosenfeld | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Joel Treisman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Klingenstein Fields Wealth Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Park Ave Suite 1700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $80,510 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,298,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,398 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,677,841 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,677,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,577,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,544 | TotalTaxAmt |
| Distributable Before Adj | $327,340 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $327,340 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $327,340 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $291,330 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $327,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $280,714 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $291,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $280,714 | AppliedToYear1Amt |
| Applied To Current Year | $10,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $316,724 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY 8TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $8,000 |
| CELEBRATE THE BEAT | |||||||
| PO BOX 480 | DENVER | CO | 80201 | N/A | PC | General & Unrestricted | $13,000 |
| DANCE CONTINUUM INC | |||||||
| 348 W 57TH ST 256 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $8,000 |
| DANSPACE PROJECT INC | |||||||
| 131 EAST 10TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,500 |
| DC WHEEL PRODUCTIONS INC | |||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $15,500 |
| DISCALCED INC | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $8,000 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | General & Unrestricted | $8,000 |
| GINA GIBNEY DANCE INC | |||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $15,500 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $13,500 |
| HARLEM STAGE INC | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $10,500 |
| HOME FOR CONTEMPORARY THEATRE AND ART LTD | |||||||
| 145 6TH AVE | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $8,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 79 ESSEX ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $10,500 |
| JACOB BURNS FILM CENTER INC | |||||||
| 405 MANVILLE RD 3RD FL | PLEASANTVILLE | NY | 10570 | N/A | PC | General & Unrestricted | $3,500 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $8,000 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $5,500 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | N/A | PC | General & Unrestricted | $7,500 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | |||||||
| 150 ELM ST | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $3,500 |
| NEW YORK LIVE ARTS INC | |||||||
| 219 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $8,000 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $8,000 |
| PLAYWRIGHTS HORIZONS INC | |||||||
| 416 WEST 42ND ST 3RD FLOOR | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $10,500 |
| PUBLIC ART FUND INC | |||||||
| ONE EAST 53RD ST 12 FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $10,500 |
| SIGNATURE THEATRE COMPANY | |||||||
| 480 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $8,000 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $15,500 |
| STEPHEN PETRONIO DANCE COMPANY INC | |||||||
| 140 2ND AVE STE 504 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $8,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $3,500 |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 7TH AVENUE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $10,000 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $15,500 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $10,500 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $10,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,809 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $192,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $192,469 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $55,748 | $97,412 |
| ACCENTURE PLC | $56,598 | $72,638 |
| ADOBE SYSTEMS, INC | $43,990 | $46,535 |
| ALPHABET INC CL C | $96,017 | $372,055 |
| AMAZON COM | $161,594 | $227,910 |
| AMERICAN TOWER REIT INC | $63,582 | $61,742 |
| APPLE INC | $149,154 | $338,660 |
| BERKSHIRE HATHAWAY INC. CLASS | $18,475 | $133,748 |
| BROADCOM INC | $39,211 | $255,621 |
| BROOKFIELD CORP ORD SHS CL A | $113,872 | $150,450 |
| BROOKFIELD RENEWABLE CORP CL A | $65,649 | $53,981 |
| CHEVRON CORP | $28,531 | $26,700 |
| CHUBB LIMITED | $40,668 | $87,010 |
| CONSTELLATION BRANDS INC | $111,367 | $159,555 |
| COSTCO WHOLESALE CORPORATION | $57,093 | $125,415 |
| CVS CAREMARK CORP | $118,267 | $124,283 |
| DANAHER CORP | $41,380 | $85,827 |
| DU PONT DE NEMOURS | $66,288 | $68,160 |
| EATON CORP PLC | $91,638 | $158,941 |
| EXXON MOBIL CORP | $28,855 | $26,595 |
| FORTIVE CORPORATION | $66,217 | $106,027 |
| GOLDMAN SACHS GROUP | $82,097 | $154,308 |
| HOME DEPOT INC | $74,844 | $152,482 |
| HONEYWELL INTL | $45,873 | $89,127 |
| INTUITIVE SURGICAL | $66,477 | $76,581 |
| JOHNSON & JOHNSON | $69,440 | $83,856 |
| JP MORGAN CHASE | $102,938 | $199,017 |
| MASTERCARD INC | $32,621 | $43,078 |
| MEDTRONIC PLC | $31,372 | $33,034 |
| MERCK & CO INC | $79,810 | $153,173 |
| MICROSOFT CORP | $106,911 | $379,801 |
| MONDELEZ INTERNATIONAL INC | $67,886 | $142,325 |
| NETFLIX INC | $48,360 | $69,137 |
| NEXTERA ENERGY PARTNERS LP | $30,075 | $30,775 |
| NIKE INC-CL B | $65,988 | $76,542 |
| NVIDIA CORP | $45,063 | $48,532 |
| NXP SEMICONDUCTORS | $46,278 | $150,440 |
| PALO ALTO NETWORKS INC | $38,208 | $240,327 |
| PAYPAL HOLDINGS, INC | $56,081 | $50,725 |
| PEPSICO INC | $76,461 | $134,513 |
| PFIZER INC | $32,513 | $28,301 |
| PROLOGIS | $80,293 | $160,493 |
| RAYTHEON TECHNOLOGIES CORP | $78,871 | $122,760 |
| ROPER INDUSTRIES | $56,768 | $70,872 |
| SERVICE NOW | $42,804 | $71,355 |
| SHELL ADR EACH REPRESENTING 2 | $28,661 | $30,860 |
| SNOWFLAKE INC | $83,538 | $64,675 |
| SPDR S&P 500 ETF TRUST | $33,593 | $35,648 |
| STARBUCKS CORP COM | $63,437 | $71,047 |
| STRYKER CORPORATION | $105,916 | $175,184 |
| SYNOPSYS, INC | $28,489 | $31,924 |
| TECHNOLOGY SPDR | $64,610 | $75,837 |
| THERMO FISHER SCIENTIFIC INC | $36,011 | $132,698 |
| UNION PACIFIC | $49,366 | $136,319 |
| UNITED PARCEL SERVICE | $59,137 | $86,477 |
| VULCAN MATERIALS CO | $48,273 | $54,255 |
| WALT DISNEY HOLDINGS CO | $95,367 | $85,776 |
| ZSCALER INC | $30,792 | $69,570 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $494,438 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $501,632 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,580 | $15,580 | |
| Bank Charges | $15 | $15 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $80,510 | Amt |
| Net Investment Income | $80,510 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2022 | $2,900 | |
| Foreign Tax Paid | $892 | $892 |