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SAMUEL H KRESS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SAMUEL H KRESS FOUNDATION (EIN 13-1624176)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202331359349101418
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T08:48:06-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132060851PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Owen J Flanagan & CoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 East 42nd StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10165ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN131624176EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL H KRESS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone2128614993PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1174 EAST 80TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAX MARMORPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128614993PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMAXPersonFirstNm
Person LastMARMORPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin SunkelPreparerPersonNm
PTINP00706145PTIN
Phone2126822783PhoneNum
Preparation2023-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$75,745,725FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$624,670DividendsRevAndExpnssAmt
Dividends Net Invst Incm$624,670DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,522,209NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,858,175GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,522,209CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,146,879TotalRevAndExpnssAmt
Total Net Invst Incm$5,146,879TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$345,579CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$38,238CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$307,341CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$384,573OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$65,377OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$319,196OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$284,961PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$39,678PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$248,603PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$25,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$453,990OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$436,123OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,028OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$62,711TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$89,024DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$22,256DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$92,064OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$12,889OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$78,892OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$38,106TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$9,886TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$26,250TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,989PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$256PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$80,911OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,865OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$68,740OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,864,408TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$635,312TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,092,806TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,075,270ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,211,889ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,939,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$635,312TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,304,695TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,207,201ExcessRevenueOverExpensesAmt
Net Investment Income$4,511,567NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$560,821CashBOYAmt
Cash EOY$499,025CashEOYAmt
Cash EOYFMV$499,025CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,270,524SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,262,622SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,262,622SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$50,233PrepaidExpensesBOYAmt
Prepaid Expenses EOY$75,811PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$75,811PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$10,998,910CorporateStockBOYAmt
Corporate Stock EOY$7,253,864CorporateStockEOYAmt
Corporate Stock EOYFMV$7,253,864CorporateStockEOYFMVAmt
Other Investments BOY$82,161,534OtherInvestmentsBOYAmt
Other Investments EOY$61,553,767OtherInvestmentsEOYAmt
Other Investments EOYFMV$61,553,767OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,707,742LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,622,194LandBldgEquipAccumDeprecAmt
Land BOY$1,028,355LandBOYAmt
Land EOY$1,085,548LandEOYAmt
Land EOYFMV$1,085,548LandEOYFMVAmt
Other Assets BOY$30,762OtherAssetsBOYAmt
Other Assets EOY$15,088OtherAssetsEOYAmt
Other Assets EOYFMV$15,088OtherAssetsEOYFMVAmt
Total Assets BOY$97,101,139TotalAssetsBOYAmt
Total Assets EOY$75,745,725TotalAssetsEOYAmt
Total Assets EOYFMV$75,745,725TotalAssetsEOYFMVAmt
Accounts Payable BOY$75,395AccountsPayableBOYAmt
Accounts Payable EOY$79,080AccountsPayableEOYAmt
Grants Payable BOY$4,584,579GrantsPayableBOYAmt
Grants Payable EOY$3,464,181GrantsPayableEOYAmt
Other Liabilities BOY$320,133OtherLiabilitiesBOYAmt
Other Liabilities EOY$22,035OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,980,107TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,565,296TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$92,121,032NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$72,180,429NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$92,121,032TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$72,180,429TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,101,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$75,745,725TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$92,121,032TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,207,201ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$93,328,233SubtotalAmt
Other Decreases$21,147,804OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$72,180,429TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
PUBLICLY TRADEDP$1,703,733$1,703,733$1,703,733
ASHEP$332,331$332,331$332,331
COLCHESTERP-$324,969-$324,969$324,969
EFFISSIMOP$1,884,727$1,884,727$1,884,727
HIGHCLEREP$705,302$705,302$705,302
NORDFLINTP$114,586$114,586$114,586
VANGUARD ST BONDP$46,840$46,840$46,840
VANGUARD TOTAL BONDP$13,013$13,013$13,013
WESTWOODP$57,643$57,643$57,643
MARBLERIDGEP-$10,997-$10,997$10,997
FieldValueIRS element (for citing)
Capital Gain Net Income$4,522,209CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$62,711InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$62,711SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$62,711TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$85,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$85,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$22,286OverpaymentAmt
Applied To ES Tax$22,286AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.KRESSFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128614993PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1174 EAST 80TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARMELA FRANKLIN
C/O FOUNDATIONNEW YORKNY10075CHAIRMAN2.00$3,000$0$0
DANIEL WEISS
C/O FOUNDATIONNEW YORKNY10075VICE CHAIRMAN2.00$3,000$0$0
ELIZABETH EVEILLARD
C/O FOUNDATIONNEW YORKNY10075TRUSTEE2.00$1,000$0$0
ROBERT LOPER
C/O FOUNDATIONNEW YORKNY10075SECRETARY2.00$3,000$0$0
MAX MARMOR
C/O FOUNDATIONNEW YORKNY10075PRESIDENT40.00$329,579$88,224$0
WILLIAM J HIGGINS
C/O FOUNDATIONNEW YORKNY10075TRUSTEE2.00$3,000$0$0
KEN LEE
C/O FOUNDATIONNEW YORKNY10075TREASURER2.00$3,000$0$0
THEODORE MAYER
C/O FOUNDATIONNEW YORKNY10075TRUSTEE2.00$0$0$0
STEVEN NELSON
C/O FOUNDATIONNEW YORKNY10075TRUSTEE2.00$0$0$0
NINA SCHERAGO
C/O FOUNDATIONNEW YORKNY10075TRUSTEE2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
LISA SCHERMERHORN
C/O THE FOUNDATIONNEW YORKNY10075DEPUTY DIRECTOR40.00$167,673$40,193$0
WYMAN MEERS
C/O THE FOUNDATIONNEW YORKNY10075PROGRAM ADMINISTRATO40.00$103,731$31,269$0
KELLY RISI
C/O THE FOUNDATIONNEW YORKNY10075CONTROLLER16.00$58,398$51,853$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CREWCIAL PARTNERS LLC
810 7TH AVE 32ND FLOORNEW YORKNY10019INVESTMENT ADVISORY$160,061
WESTWOOD GLOBAL INVESTMENTS LLC
ONE FINANCIAL CENTER STE 1620BOSTONMA02111INVESTMENT ADVISORY$50,349
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$88,584,778AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$529,923AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,673,103FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$90,787,804TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$90,787,804AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,361,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$89,425,987NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,471,299MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,471,299MinimumInvestmentReturnAmt
Tax Based On Investment Income$62,711TaxBasedOnInvestmentIncomeAmt
Total Tax$62,711TotalTaxAmt
Distributable Before Adj$4,408,588DistributableBeforeAdjAmt
Recoveries Qualfied Distri$16,220RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,424,808DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,424,808DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,304,695ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$109,664CharitableAssetsAcquisPaidAmt
Qualifying Distributions$4,414,359QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,424,808DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$20,222ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$182,357ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$545,495ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$748,074TotalExcessDistributionCyovAmt
Qualifying Distributions$4,414,359QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,414,359AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$10,449ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,449ExcessDistributionCyovAppCYAmt
Total Corpus$737,625TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,773ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$727,852ExcessDistriCyovToNextYrAmt
Excess From Year4$182,357ExcessFromYear4Amt
Excess From Year2$545,495ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
MAX MARMOR PRESIDENT
174 E 80TH STREETNEW YORKNY100752128614993-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 DOCUMENTAPPLICATION DEADLINES*: JANUARY 15, APRIL 1, AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAYN/A
MAX MARMOR PRESIDENT
174 E 80TH STREETNEW YORKNY100752128614993-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 DOCUMENTAPPLICATION DEADLINES*: JANUARY 15, APRIL 1, AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAYN/A
MAX MARMOR PRESIDENT
174 E 80TH STREETNEW YORKNY100752128614993-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 DOCUMENTAPPLICATION DEADLINES*: APRIL 1 AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAYN/A

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (134 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNmAddress Line2RecipientUSAddress/AddressLine2Txt
AAMC Foundation
205 Lexington Avenue Suite 901New YorkNY10016PCHistory of Art Grants$12,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCDigital Art History Grants$50,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCInstitutional Fellowships$120,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCMatching$825
American Alliance of Museums
2451 Crystal Drive Suite 1005ArlingtonVA22202PCHistory of Art Grants$17,000
American Council of Learned Societies
633 Third AvenueNew YorkNY100176795PCMatching$250
American Foundation for Suicide Prevention
199 Water Street 11th FloorNew YorkNY10038PCMatching$1,000
American Friends of the National Gallery of Ireland
31 West 34th Street 7th floorNew YorkNY10001PCHistory of Art Grants$25,000
American Friends of the National Gallery of Ireland
31 West 34th Street 7th floorNew YorkNY10001PCDigital Art History Grants$40,500
American Friends of the National Portrait Gallery
31 West 34th Street 7th floorNew YorkNY10001PCHistory of Art Grants$20,000
American School of Classical Studies at Athens
6-8 Charlton StreetPrincetonNJ085405232PCInstitutional Fellowships$30,000
American School of Classical Studies at Athens
6-8 Charlton StreetPrincetonNJ085405232PCInstitutional Fellowships$28,000
Archaeological Institute of America
44 Beacon StreetBostonMA02108PCHistory of Art Grants$1,903
Archaeological Institute of America
44 Beacon Street 2nd floorBostonMA02108PCHistory of Art Grants$10,000
Art Libraries Society of North America
7044 S 13th StOak CreekWI53154PCHistory of Art Grants$15,000
Association of Academic Museums & Galleries
PO Box 634GreencastleIN46135PCHistory of Art Grants$20,000
Bank Street College of Education
610 West 112th StreetNew YorkNY10025PCHistory of Art Grants$30,000
Bibliotheca Hertziana
PCInstitutional Fellowships$30,000Max-Planck-Institut Gregoriana 28RomeIT00187
Bibliotheca Hertziana
PCInstitutional Fellowships$30,000Max-Planck-Institut Gregoriana 28RomeIT00187
Bibliotheca Hertziana
PCInstitutional Fellowships$5,000Max-Planck-Institut Gregoriana 28RomeIT00187
Buffalo State College
1300 Elmwood Ave Rockewell 230BuffaloNY14222PCConservation Fellowships$20,000
Candid
32 Old Slip 24th FloorNew YorkNY10005PCGeneral Program Support$5,000
Church of Christ Congregational
PO BOX 58NorfolkCT06058PCMatching$2,500
College Art Association of America
50 Broadway 21st floorNew YorkNY10004PCHistory of Art Grants$3,000
College Art Association of America
50 Broadway 21st floorNew YorkNY10004PCDigital Art History Grants$20,000
College of the Holy Cross
One College StreetWORCESTERMA01610PCHistory of Art Grants$4,800
Columbia University
622 West 113th StreetNew YorkNY100277922PCDigital Art History Grants$20,880
Council of Independent Colleges
One Dupont Circle NWWashingtonDC20036PCHistory of Art Grants$60,000
Courtauld Institute of Art
PCInstitutional Fellowships$30,000Sommerset House StrandLondonUKWC2R 0RN
Courtauld Institute of Art
PCHistory of Art Grants$25,000Sommerset House StrandLondonUKWC2R 0RN
Creative Commons Corporation
PO Box 1866Mountain ViewCA94042PCDigital Art History Grants$30,000
Cynthia Kok
IInstitutional Fellowships$30,0004 West 103rd StreetNew YorkNL10025New York
Denver Art Museum
100 West 14th Ave PkwyDenverCO80204PCHistory of Art Grants$25,000
Detroit Institute of Arts
5200 Woodward AveDetroitMI48202PCHistory of Art Grants$5,000
Duke University
2200 W Main Street Suite 210DurhamNC27705PCHistory of Art Grants$5,000
Fine Arts Museums of San Francisco
50 Hagiwara Tea Garden DriveSan FranciscoCA94118PCHistory of Art Grants$15,000
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCConservation Fellowships$35,000
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCConservation Fellowships$230,000
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCGrants Conservation$13,500
Frick Collection
1 East 70th StNew YorkNY10021PCHistory of Art Grants$25,000
Frick Collection
1 East 70th StNew YorkNY10021PCDigital Art History Grants$25,000
George Washington University
1922 F Street NW 4th FloorWashingtonDC20052PCMatching$1,000
Ghetto Film School
79 Alexander Avenue Floor 4BronxNY10454PCMatching$100
Graduate Center Foundation
365 FIFTH AVENUE 8TH FLOORNew YorkNY10016PCHistory of Art Grants$11,100
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCInstitutional Fellowships$55,000
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCDigital Art History Grants$31,500
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCMatching$300
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCDigital Art History Grants$31,500
Hillwood Estate Museum & Gardens
4155 Linnean Avenue NWWashingtonDC20008PCHistory of Art Grants$6,000
Historians of Netherlandish Art Inc
23 S Adelaide AveHighland ParkNJ08904PCHistory of Art Grants$10,000
Historians of Netherlandish Art Inc
23 S Adelaide AveHighland ParkNJ08904PCHistory of Art Grants$10,000
Indiana University
400 E 7th St Rm 501BloomingtonIN47405PCDigital Art History Grants$33,000
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$5,0002 rue VivienneParisFR75002
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002
Institut National d'Histoire del Art
PCHistory of Art Grants$25,0002 rue VivienneParisFR75002
Institute for Advanced Study
1 Einstein DrivePrincetonNJ08540PCMatching$800
Institute for Learning Innovation
9450 SW Gemini Drive 79315BeavertonOR970087105PCHistory of Art Grants$20,050
International Center of Medieval Art
The Met Cloisters Fort Tryon ParkNew YorkNY10040PCHistory of Art Grants$18,500
International Center of Medieval Art
The Met Cloisters Fort Tryon ParkNew YorkNY10040PCHistory of Art Grants$5,200
Isabella Stewart Gardner Museum
280 The FenwayBostonMA02115PCHistory of Art Grants$20,000
Italian Art Society
777 Main St Unit 1211HartfordCT06103PCHistory of Art Grants$6,000
John & Mable Ringling Museum of Art Foundation Inc
5401 Bay Shore RoadSarasotaFL34243PCHistory of Art Grants$5,000
Kunsthistorisches Institut Florence
PCInstitutional Fellowships$30,000via G Giusti 44FlorenceIT
Kunsthistorisches Institut Florence
PCInstitutional Fellowships$5,000via G Giusti 44FlorenceIT
Kunsthistorisches Institut Florence
PCInstitutional Fellowships$30,000via G Giusti 44FlorenceIT
Kunsthistorisches Institut Florence-
PCHistory of Art Grants$10,500via G Giusti 44FlorenceIT
Leiden University Centre for the Arts in Society
PCInstitutional Fellowships$5,000PO Box 2300LeidenNL
Library of America
14 East 60th StreetNew YorkNY10022PCMatching$5,000
Mansfield Margaret
23 W Valerio StSanta BarbaraCA93101IInstitutional Fellowships$30,000
Medici Archive Project
Open Space Institute 1350 BroadwayNew YorkNY10018PCHistory of Art Grants$18,000Suite 201
Medici Archive Project
Open Space Institute 1350 BroadwayNew YorkNY10018PCHistory of Art Grants$5,000Suite 201
Medieval Academy of America
17 Dunster Street Suite 202CambridgeMA02138PCMatching$300
Metropolitan Museum of Art
1000 Fifth AvenueNew YorkNY10028PCHistory of Art Grants$15,000
Metropolitan Museum of Art
1000 Fifth AvenueNew YorkNY10028PCInterpretive Fellowships$30,000
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCHistory of Art Grants$55,000
Morgan Library & Museum
225 Madison AvenueNew YorkNY10016PCHistory of Art Grants$20,000
Morgan Library and Museum
225 Madison AvenueNew YorkNY10016PCHistory of Art Grants$10,000
Museum of Fine Arts Houston
1001 Bissonnet StreetHoustonTX77005PCInterpretive Fellowships$30,000
Museum Trustee Association
211 East Lombard Street Suite 179BaltimoreMD21202PCHistory of Art Grants$6,750
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$170,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCGrants Conservation$25,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCMatching$2,500
New York Studio School of Drawings Painting and Sculpture
8 West 8th StreetNew YorkNY10011PCHistory of Art Grants$5,000
New York University
25 West 4th Street 4th floorNew YorkNY10012PCConservation Fellowships$275,000
New York University
25 West 4th Street 4th floorNew YorkNY10012PCGrants Conservation$9,720
New York University
25 West 4th Street 4th floorNew YorkNY10012PCHistory of Art Grants$11,700
New York University
25 West 4th Street 4th floorNew YorkNY10012PCConservation Fellowships$115,000
Newberry Library
60 West Walton StreetChicagoIL60610PCHistory of Art Grants$5,000
Newberry Library
60 West Walton StreetChicagoIL60610PCHistory of Art Grants$14,500
North Carolina State University
2601 Wolf Village WayRaleighNC276957514PCDigital Art History Grants$23,000
OCLO
6565 Kilgour PlDublinOH43017PCHistory of Art Grants$25,000
Philanthropy New York
320 East 43rd StreetNew YorkNY10017PCGeneral Program Support$7,250
Pomona College
550 North College AvenueClaremontCA91711PCHistory of Art Grants$15,000
Queens University at Kingston
PCGrants Conservation$4,00099 University AvenueKingstonCAK7L 3N6
Rare Book School
PO Box 400103CharlottesvilleVA22904PCHistory of Art Grants$10,600
Regents of the University of California Los Angeles
10889 Wilshire BlvdLos AngelesCA900951406PCGrants Conservation$12,225
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$10,500University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$16,000University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$31,500University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$3,000University Rose Hill Campus
Riverkeeper
20 Secor RoadOssiningNY10562PCMatching$100
Rochester Institute of Technology
116 Lomb Memorial DriveRochesterNY14623PCGrants Conservation$26,551
Smarthistory
10 Woodbrook RoadPleasantvilleNY10570PCHistory of Art Grants$25,000
Smarthistory
10 Woodbrook RoadPleasantvilleNY10570PCHistory of Art Grants$10,000
Smarthistory
10 Woodbrook RoadPleasantvilleNY10570PCHistory of Art Grants$6,000
Smarthistory
10 Woodbrook RoadPleasantvilleNY10570PCDigital Art History Grants$17,500
Smithsonian Institution
PO Box 37012WashingtonDC20013PCInterpretive Fellowships$30,000
Smithsonian Institution
PO Box 37012WashingtonDC20013PCDigital Art History Grants$68,400
South Carolina Research Foundation
Osborne Administration BuildingColumbiaSC29208PCDigital Art History Grants$10,500Suite 202
St Louis Art Museum Foundation
1 Fine Arts DriveSaint LouisMO63110PCHistory of Art Grants$4,900
Sterling and Francine Clark Art Institute
225 South Street PO Box 8WilliamstownMA01267PCHistory of Art Grants$15,000
Sterling and Francine Clark Art Institute
225 South Street PO Box 8WilliamstownMA01267PCHistory of Art Grants$15,000
Syracuse University
640 Skytop RoadSyracuseNY13244PCHistory of Art Grants$25,000
The Hawn Foundation
220 26th St Suite 203Santa MonicaCA90402PCMatching$4,000
The Warburg Institute
PCHistory of Art Grants$25,000Woburn SquareLondonUKWC1H0AB
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Fellowships$20,000
University of Delaware
83 E Main StreetNewarkDE19716PCGrants Conservation$55,775
University of Delaware
83 E Main StreetNewarkDE19716PCGrants Conservation$10,000
University of Denver
2199 S University BlvdDenverCO80210PCHistory of Art Grants$30,000
University of Pittsburgh
4200 5th AvenuePittsburghPA15260PCHistory of Art Grants$9,110
University of Virginia
PO BOX 400194CharlottesvilleVA22904PCDigital Art History Grants$25,000
University of Virginia
PO BOX 400194CharlottesvilleVA22904PCDigital Art History Grants$19,000
Universtiy of Miami
PO Box 248106Coral GablesFL331242914PCHistory of Art Grants$39,800
Visual Resources Association
Pitts Theology LibraryAtlantaGA30322PCHistory of Art Grants$4,000
Visual Resources Association Foundation
Pitts Theology LibraryAtlantaGA30322PCHistory of Art Grants$6,000
Visual Resources Association Foundation
Pitts Theology LibraryAtlantaGA30322PCHistory of Art Grants$6,000
Warburg Institue (Univ of London)
PCInstitutional Fellowships$5,000Woburn SquareLondonUKWC1H0AB
Warburg Institue (Univ of London)
PCInstitutional Fellowships$30,000Woburn SquareLondonUKWC1H0AB
West Virginia University
PO Box 6111 Creative Arts CenterMorgantownWV265066111PCGrants Conservation$6,000
Yale University
PO Box 208239New HavenCT065208327PCInstitutional Fellowships$30,000
Zentralinstitut fr Kunstgeschichte
PCInstitutional Fellowships$30,000Meiserstrasse 10MunichGM
Zentralinstitut fr Kunstgeschichte
PCInstitutional Fellowships$5,000Meiserstrasse 10MunichGM
Zentralinstitut fr Kunstgeschichte
PCInstitutional Fellowships$30,000Meiserstrasse 10MunichGM
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,211,889TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (86 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNmAddress Line2RecipientUSAddress/AddressLine2Txt
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCInstitutional Fellowships$120,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCInstitutional Fellowships$62,500
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCInstitutional Fellowships$120,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCInstitutional Fellowships$62,500
American Friends of Capodimonte
17w635 Butterfield RdOakbrook TerraceIL60181PCHistory of Art Grants$30,000
American Friends of the National Portrait Gallery
PCHistory of Art Grants$20,000St Martins PlaceLondonUKWC2H 0HE
American Friends of the National Portrait Gallery
PCHistory of Art Grants$20,000St Martins PlaceLondonUKWC2H 0HE
American School of Classical Studies at Athens
6-8 Charlton StreetPrincetonNJ085405232PCInstitutional Fellowships$30,000
American School of Classical Studies at Athens
6-8 Charlton StreetPrincetonNJ085405232PCInstitutional Fellowships$28,000
American School of Classical Studies at Athens
6-8 Charlton StreetPrincetonNJ085405232PCInstitutional Fellowships$30,000
American School of Classical Studies at Athens
6-8 Charlton StreetPrincetonNJ085405232PCInstitutional Fellowships$28,000
Archaeological Institute of America
44 Beacon StreetBostonMA02108PCHistory of Art Grants$18,500
Archaeological Institute of America
44 Beacon StreetBostonMA02108PCHistory of Art Grants$10,000
Archaeological Institute of America
44 Beacon StreetBostonMA02108PCHistory of Art Grants$18,500
Archaeological Institute of America
44 Beacon StreetBostonMA02108PCHistory of Art Grants$10,000
Art Libraries Society of North America
7044 S 13th StOak CreekWI53154PCHistory of Art Grants$15,000
Art Libraries Society of North America
7044 S 13th StOak CreekWI53154PCHistory of Art Grants$15,000
Bank Street College of Education
610 West 112th StreetNew YorkNY10025PCHistory of Art Grants$30,000
Bank Street College of Education
610 West 112th StreetNew YorkNY10025PCHistory of Art Grants$30,000
Bibliotheca Hertziana
PCInstitutional Fellowships$30,000Max-Planck-Institut Gregoriana 28RomeIT00187
Bibliotheca Hertziana
PCInstitutional Fellowships$30,000Max-Planck-Institut Gregoriana 28RomeIT00187
Bibliotheca Hertziana
PCInstitutional Fellowships$30,000Max-Planck-Institut Gregoriana 28RomeIT00187
Bibliotheca Hertziana-
PCInstitutional Fellowships$5,000Max-Planck-Institut Gregoriana 28RomeIT00187
Buffalo State College
1300 Elmwood Ave Rockewell 230BuffaloNY14222PCConservation Fellowships$20,000
Buffalo State College
1300 Elmwood Ave Rockewell 230BuffaloNY14222PCConservation Fellowships$20,000
Council of Independent Colleges
One Dupont Circle NWWashingtonDC20036PCHistory of Art Grants$60,000
Council of Independent Colleges
One Dupont Circle NWWashingtonDC20036PCHistory of Art Grants$60,000
Courtauld Institute of Art
PCInstitutional Fellowships$5,000Sommerset House StrandLondonUKWC2R 0RN
Courtauld Institute of Art
PCInstitutional Fellowships$30,000Sommerset House StrandLondonUKWC2R 0RN
Courtauld Institute of Art
PCInstitutional Fellowships$30,000Sommerset House StrandLondonUKWC2R 0RN
Cynthia Kok
IInstitutional Fellowships$30,0004 West 103rd StreetNew YorkNL10025New York
Felicity Good
IInstitutional Fellowships$30,0007325 Davenport AveGoletaNL93117Georgia
Felicity Good
IInstitutional Fellowships$30,0007325 Davenport AveGoletaNL93117Georgia
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCConservation Fellowships$35,000
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCConservation Fellowships$230,000
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCConservation Fellowships$35,000
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCConservation Fellowships$230,000
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCInstitutional Fellowships$55,000
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCInstitutional Fellowships$55,000
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$5,0002 rue VivienneParisFR75002
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002
International Center of Medieval Art
The Met Cloisters Fort Tryon ParkNew YorkNY10040PCHistory of Art Grants$10,000
International Center of Medieval Art
The Met Cloisters Fort Tryon ParkNew YorkNY10040PCHistory of Art Grants$18,500
International Center of Medieval Art
The Met Cloisters Fort Tryon ParkNew YorkNY10040PCHistory of Art Grants$10,000
International Center of Medieval Art
The Met Cloisters Fort Tryon ParkNew YorkNY10040PCHistory of Art Grants$18,500
Italian Art Society
777 Main St Unit 1211HartfordCT06103PCHistory of Art Grants$3,300
Italian Art Society
777 Main St Unit 1211HartfordCT06103PCHistory of Art Grants$6,000
Italian Art Society
777 Main St Unit 1211HartfordCT06103PCHistory of Art Grants$6,000
Italian Art Society
777 Main St Unit 1211HartfordCT06103PCHistory of Art Grants$3,300
Kunsthistorisches Institut Florence
PCInstitutional Fellowships$30,000via G Giusti 44FlorenceIT
Kunsthistorisches Institut Florence
PCInstitutional Fellowships$5,000via G Giusti 44FlorenceIT
Kunsthistorisches Institut Florence
PCInstitutional Fellowships$30,000via G Giusti 44FlorenceIT
Kunsthistorisches Institut Florence-
PCInstitutional Fellowships$30,000via G Giusti 44FlorenceIT
Leiden University Centre for the Arts in Society
PCInstitutional Fellowships$5,000PO Box 2300LeidenNL
Medici Archive Project
Open Space Institute 1350 BroadwayNew YorkNY10018PCHistory of Art Grants$18,000Suite 201
Memphis Brooks Museum of Art
1934 Poplar AvenueMemphisTN38104PCHistory of Art Grants$30,000
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCHistory of Art Grants$55,000
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCHistory of Art Grants$55,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$170,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$170,000
Nelson-Atkins Museum of Art
4525 Oak StreetKansas CityMO64111PCHistory of Art Grants$30,000
New York University
25 West 4th Street 4th floorNew YorkNY10012PCConservation Fellowships$275,000
New York University
25 West 4th Street 4th floorNew YorkNY10012PCConservation Fellowships$275,000
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$10,500University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$16,000University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$31,500University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$3,000University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$10,500University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$16,000University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$31,500University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$3,000University Rose Hill Campus
Syracuse University
640 Skytop RoadSyracuseNY13244PCHistory of Art Grants$25,000
Toledo Museum of Art
Post Office Box 1013ToledoOH43697PCHistory of Art Grants$30,000
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Fellowships$20,000
University of Delaware
83 E Main StreetNewarkDE19716PCGrants Conservation$10,000
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Fellowships$20,000
Vizcaya Museum and Gardens Trust Inc
3251 S Miami AveMiamiFL33129PCHistory of Art Grants$30,000
Warburg Institue (Univ of London)
PCInstitutional Fellowships$30,000Woburn SquareLondonUKWC1H0AB
Yale University
PO Box 208239New HavenCT065208327PCInstitutional Fellowships$30,000
Yale University
PO Box 208239New HavenCT065208327PCInstitutional Fellowships$30,000
Zentralinstitut fr Kunstgeschichte
PCInstitutional Fellowships$5,000Meiserstrasse 10MunichGM
Zentralinstitut fr Kunstgeschichte
PCInstitutional Fellowships$30,000Meiserstrasse 10MunichGM
Zentralinstitut fr Kunstgeschichte
PCInstitutional Fellowships$30,000Meiserstrasse 10MunichGM
Zentralinstitut fr Kunstgeschichte
PCInstitutional Fellowships$30,000Meiserstrasse 10MunichGM
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,538,600TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$624,670ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,522,209ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,146,879ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,146,879TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOWEN J. FLANAGAN & CO. - AUDITCategoryTxt
Amt$26,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$25,500DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Cynthia Kok
4 West 103rd StreetNew YorkNew YorkNL100252021-07-01$30,000First installment of pre-doctoral research fellowship in Leiden. University requests payment made directly to individuals due to government regulations in the NetherlandsNone6/30/20222022-06-30Amount properly expended
Margaret Mansfield
2021-07-01$30,000Second installment of pre-doctoral research fellowship in Leiden. University requests payment made directly to individuals due to government regulations in the NetherlandsNone6/30/20222022-06-30Amount properly expended23 W Valero StSanta BarbaraCA93101

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC$194,683$194,683
AMAZON COM$269,773$269,773
AMERICAN EQUITY INVT LIFE HLDG$87,805$87,805
AMERICAN WOODMARK CORP$48,701$48,701
APPLIED MATLS INC$201,248$201,248
APPLOVIN CORPORATION$143,890$143,890
ARGO GROUP INTL HOLDINGS LTD$64,947$64,947
ASSOCIATED BANC CORP$93,163$93,163
AVNET INC.$98,796$98,796
AXALTA COATING SYSTEMS LTD$63,876$63,876
AXIS CAPITAL HOLDINGS LTD$124,799$124,799
BELDEN CDT INC.$114,317$114,317
CARLYLE GROUP INC$196,292$196,292
CBRE INC$101,655$101,655
CELESTICA INC$102,002$102,002
CNO FINL GROUP$96,962$96,962
COSTAR GROUP$195,426$195,426
DANA HOLDING CORP$108,311$108,311
DIAMONDROCK HOSPITALITY CO$53,135$53,135
ENERPAC TOOL GROUP CORP$69,670$69,670
FACEBOOK INC$151,414$151,414
GAP INC.$49,646$49,646
GENERAL ELECTRIC CO$181,141$181,141
GMS INC.$64,970$64,970
HEICO CORP$194,637$194,637
HOOKER FURNISHINGS CORP.$28,130$28,130
HOPE BANCORP INC.$61,325$61,325
JELD-WEN HLDG INC.$80,975$80,975
JONES LANG LASALLE INC$104,042$104,042
KKR CO INC$182,938$182,938
LAM RESH CORP$186,228$186,228
MASTEC INC.$31,172$31,172
MASTERCARD INC$264,688$264,688
MICROSOFT CORP$231,147$231,147
MOOG INC.$49,222$49,222
MOTOR CAR PTS AMER INC$38,428$38,428
MRC GLOBAL INC.$86,264$86,264
NOV INC COM$79,934$79,934
NVIDIA CORP$69,277$69,277
OLD NATL BANCORP IND$88,814$88,814
OLIN CORP COM$89,274$89,274
ORION ENGINEERED CARBONS SA$78,644$78,644
PHIBRO ANIMAL HEALTH CORP$51,364$51,364
PVH CORP$45,634$45,634
QORVO INC$182,604$182,604
REV GROUP INC$55,611$55,611
RYDER SYSTEMS INC$34,677$34,677
SALESFORCE INC$182,699$182,699
SCANSOURCE INC$60,162$60,162
SKYWORKS SOLUTIONS INC$174,812$174,812
SPECTRUM BRANDS HOLDINGS INC$56,512$56,512
SPLUNK INC$180,281$180,281
STEELCASE INC$123,202$123,202
SUPER MICRO COMPUTER INC$61,292$61,292
TECHNIPFMC PLC$59,042$59,042
TEREX CORP$72,202$72,202
TRANSDIGM GROUP INC$260,822$260,822
TRIMAS CORP$64,545$64,545
TRUEBLUE INC$49,046$49,046
UMPQUA HLDGS CORP$83,280$83,280
UNIVERSAL CORP$87,241$87,241
UNIVEST CORP OF PENNSYLVANIA$61,972$61,972
UPSTART HOLDINGS INC$56,062$56,062
USANA INC$69,900$69,900
VAREX IMAGING CORP$39,401$39,401
VISA INC$165,978$165,978
WEBSTER FINL CORP$84,890$84,890
WSFS FINANCIAL CORP$68,872$68,872

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ASHE CAPITALFMV$3,347,477$3,347,477
CANYON VALUE OFFSHOREFMV$1,935,625$1,935,625
CEVIAN CAPITALFMV$4,923,216$4,923,216
COLCHESTER GLOBAL BONDFMV$3,687,661$3,687,661
FPR PARTNERSFMV$3,851,195$3,851,195
HALF SKYFMV$1,795,092$1,795,092
HENGISTBURYFMV$1,952,890$1,952,890
LANSDOWNE DEVELOPMENTFMV$4,322,192$4,322,192
MARBLE RIDGE OFFSHORE FUNDFMV$69,400$69,400
PERMIANFMV$1,521,763$1,521,763
SAGACIA OFFSHORE FUNDFMV$2,942,386$2,942,386
VANGUARD SHORT TERM BONDFMV$2,882,823$2,882,823
VANGUARD TOTAL BOND FUNDFMV$5,228,637$5,228,637
WESTWOOD GLOBALFMV$3,930,802$3,930,802
NITORUMFMV$3,023,530$3,023,530
KONTIKIFMV$3,023,750$3,023,750
GOBI INVESTMENT FUNDFMV$3,206,670$3,206,670
DARLINGTONFMV$4,596,048$4,596,048
NORDFLINTFMV$2,483,988$2,483,988
LONE CASCADEFMV$2,828,622$2,828,622

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$2,804,558$2,804,507$51$51
OFFICE FURNITURE$267,261$263,014$4,247$4,247
BUILDING FIXTURES$927,498$472,051$455,447$455,447
COMPUTERS AND OFFICE EQUIPMENT$208,425$82,622$125,803$125,803
LAND$500,000$0$500,000$500,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST AND DIVIDENDS RECEIVABLEDesc
BOY Book Value$30,762BOYBookValueAmt
EOY Book Value$15,088EOYBookValueAmt
EOYFMV$15,088EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAX)Desc
Amt$21,147,804Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$80,911RevenueAndExpensesPerBooksAmt
Net Investment Income$10,865NetInvestmentIncomeAmt
Disbursements Charitable Prps$68,740DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAX PAYABLEDesc
BOY Book Value$320,133BOYBookValueAmt
EOY Book Value$22,035EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE FEES$6,248$0$6,248
INVESTMENT MANAGEMENT$263,283$263,283$0
IT CONSULTING FEES$13,510$1,891$11,780
CUSTODIAN FEES$10,888$10,888$0
INVESTMENT ADVISORY$160,061$160,061$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$62,711Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt