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SAMUEL H KRESS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SAMUEL H KRESS FOUNDATION (EIN 13-1624176)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-05
IRS object ID
202201259349101235
Schema version
2020v4.2
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)
Return2022-05-05T13:03:31-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2022-03-11SignatureDt
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
Preparation2022-05-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$97,101,139FMVAssetsEOYAmt
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$720,474DividendsRevAndExpnssAmt
Dividends Net Invst Incm$720,474DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,751,291NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,141,365GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,751,291CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,471,765TotalRevAndExpnssAmt
Total Net Invst Incm$4,471,765TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$324,579CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$32,458CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$292,121CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$377,578OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$60,412OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$317,166OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$274,479PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$35,162PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$240,733PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,050LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,050LegalFeesDsbrsChrtblAmt
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$483,406OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$464,698OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,545OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$53,210TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$144,467DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$36,117DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$54,790OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$7,123OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$47,024OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,148TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$279TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,822TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$5,132PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$5,132PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$82,871OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,394OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75,257OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,831,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$643,643TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,025,350TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,290,364ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,539,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,121,574TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$643,643TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,564,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,350,191ExcessRevenueOverExpensesAmt
Net Investment Income$3,828,122NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$647,020CashBOYAmt
Cash EOY$560,821CashEOYAmt
Cash EOYFMV$560,821CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,350,289SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,270,524SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,270,524SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$60,557AcctRcvblBOYAmt
Prepaid Expenses BOY$71,317PrepaidExpensesBOYAmt
Prepaid Expenses EOY$50,233PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$50,233PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$5,398,589CorporateStockBOYAmt
Corporate Stock EOY$10,998,910CorporateStockEOYAmt
Corporate Stock EOYFMV$10,998,910CorporateStockEOYFMVAmt
Other Investments BOY$66,158,133OtherInvestmentsBOYAmt
Other Investments EOY$82,161,534OtherInvestmentsEOYAmt
Other Investments EOYFMV$82,161,534OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,561,524LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,533,169LandBldgEquipAccumDeprecAmt
Land BOY$1,100,802LandBOYAmt
Land EOY$1,028,355LandEOYAmt
Land EOYFMV$1,028,355LandEOYFMVAmt
Other Assets BOY$935,793OtherAssetsBOYAmt
Other Assets EOY$30,762OtherAssetsEOYAmt
Other Assets EOYFMV$30,762OtherAssetsEOYFMVAmt
Total Assets BOY$79,722,500TotalAssetsBOYAmt
Total Assets EOY$97,101,139TotalAssetsEOYAmt
Total Assets EOYFMV$97,101,139TotalAssetsEOYFMVAmt
Accounts Payable BOY$65,140AccountsPayableBOYAmt
Accounts Payable EOY$75,395AccountsPayableEOYAmt
Grants Payable BOY$5,790,944GrantsPayableBOYAmt
Grants Payable EOY$4,584,579GrantsPayableEOYAmt
Other Liabilities BOY$80,712OtherLiabilitiesBOYAmt
Other Liabilities EOY$320,133OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,936,796TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,980,107TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$73,785,704NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$92,121,032NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$73,785,704TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$92,121,032TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$79,722,500TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$97,101,139TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$73,785,704TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,350,191ExcessRevenueOverExpensesAmt
Other Increases$16,985,137OtherIncreasesAmt
Subtotal$92,121,032SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$92,121,032TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
ASHE CAPITAL PARTNERSP$446,011$446,011$446,011
AURELIUS CAPITAL MANAGEMENTP$1,315,710$152,100$152,100$1,163,610
COLCHESTER GLOBAL BOND FUNDP$164,301$164,301$164,301
HIGHCLERE INTL INVESTORSP$700,137$700,137$700,137
LANDSDOWNEP$1,672,204-$327,796-$327,796$2,000,000
PZENA SMALL CAPP$879,024$77,109$77,109$801,915
SANDERSON INTL VALUE INVP$6,245,132$1,839,791$1,839,791$4,405,341
VANGUARD TOTAL BONDP$10,772$10,772$10,772
VULCAN ST BONDP$2,097,128$438,474$438,474$1,658,654
WESTWOOD GLOBAL INVP$389,203$389,203$389,203
MARBLERIDGEP$1,210,833-$149,721-$149,721$1,360,554
DFA US LARGEP$0$0
CLASS ACTION PROCEEDSP$10,910$10,910$10,910
FieldValueIRS element (for citing)
Capital Gain Net Income$3,751,291CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$53,211InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$53,211SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$53,211TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$53,134EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$53,134TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$78TaxDueAmt

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$0$0$0
DANIEL WEISS
C/O FOUNDATIONNEW YORKNY10075VICE CHAIRMAN2.00$0$0$0
ELIZABETH EVEILLARD
C/O FOUNDATIONNEW YORKNY10075TREASURER2.00$0$0$0
ROBERT LOPER
C/O FOUNDATIONNEW YORKNY10075SECRETARY2.00$0$0$0
MAX MARMOR
C/O FOUNDATIONNEW YORKNY10075PRESIDENT40.00$324,579$83,449$0
WILLIAM J HIGGINS
C/O FOUNDATIONNEW YORKNY10075TRUSTEE2.00$0$0$0
KEN LEE
C/O FOUNDATIONNEW YORKNY10075TRUSTEE2.00$0$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 (4 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$145,803$35,560$0
WYMAN MEERS
C/O THE FOUNDATIONNEW YORKNY10075PROGRAM ADMINISTRATO40.00$100,710$28,668$0
KELLY RISI
C/O THE FOUNDATIONNEW YORKNY10075CONTROLLER16.00$56,697$45,541$0
CHELSEA CATES
C/O THE FOUNDATIONNEW YORKNY10075PROGRAM ADMINISTRATO40.00$67,522$22,705$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CREWCIAL PARTNERS LLC
810 7TH AVE 32ND FLOORNEW YORKNY10019INVESTMENT ADVISORY$117,368
WESTWOOD GLOBAL INVESTMENTS LLC
ONE FINANCIAL CENTER STE 1620BOSTONMA02111INVESTMENT ADVISORY$64,693
HIGHCLERE INTERNATIONAL INVESTORS
253 BAYBERRY LANEWESTPORTCT06880INVESTMENT ADVISORY$58,907
PZENA INVESTMENT MANAGEMENT
320 PARK AVE 8TH FLOORNEW YORKNY10022INVESTMENT ADVISORY$51,041
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$84,745,667AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,894,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,660,979FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,301,110TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$88,301,110AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,324,517CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,976,593NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,348,830MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,348,830MinimumInvestmentReturnAmt
Tax Based On Investment Income$53,211TaxBasedOnInvestmentIncomeAmt
Total Tax$53,211TotalTaxAmt
Distributable Before Adj$4,295,619DistributableBeforeAdjAmt
Recoveries Qualfied Distri$102,928RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,398,547DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,398,547DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,564,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$54,015CharitableAssetsAcquisPaidAmt
Qualifying Distributions$3,618,465QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,618,465AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,398,547DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$642,405ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$157,899ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$182,357ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$545,495ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,528,156TotalExcessDistributionCyovAmt
Qualifying Distributions$3,618,465QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,618,465AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$780,082ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$780,082ExcessDistributionCyovAppCYAmt
Total Corpus$748,074TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$748,074ExcessDistriCyovToNextYrAmt
Excess From Year4$20,222ExcessFromYear4Amt
Excess From Year3$182,357ExcessFromYear3Amt
Excess From Year1$545,495ExcessFromYear1Amt

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 (95 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdCityRecipientForeignAddress/CityNmAddress Line2RecipientUSAddress/AddressLine2Txt
AAMC Foundation
205 Lexington Ave Ste 901New YorkNY10016PCHistory of Art Grants$12,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCInstitutional Fellowships$120,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCMatching Grant$500
American Alliance of Museums
2451 Crystal Drive Suite 1005ArlingtonVA22202PCHistory of Art Grants$27,000
American Council of Learned Societies
633 Third AvenueNew YorkNY100176795PCMatching Grant$250
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 Street 2nd floorBostonMA02108PCHistory of Art Grants$18,500
Archaeological Institute of America
44 Beacon Street 2nd floorBostonMA02108PCHistory of Art Grants$10,000
Artadia
45 Main Street Suite 515BrooklynNY11201PCMatching Grant$2,000
Association of Historians of Nineteenth-Century Art
3200 16th St NWWashingtonDC20010PCDigital Art History Grants$10,000
Bank Street College of Education
610 West 112th StreetNew YorkNY10025PCHistory of Art Grants$30,000
Bard Graduate Center
18 West 86th StreetNew YorkNY10024PCConservation Grants$30,000
Bibliotheca Hertziana
PCInstitutional Fellowships$30,000Max-Planck-Institut Gregoriana 28RomeIT00187
Bibliotheca Hertziana
PCInstitutional Fellowships$5,000Max-Planck-Institut Gregoriana 28RomeIT00187
Bibliotheca Hertziana
PCInstitutional Fellowships$30,000Max-Planck-Institut Gregoriana 28RomeIT00187
Candid
32 Old Slip 24th FloorNew YorkNY10005PCGeneral Program Support$5,000
Catherine Powell
3311 Rogers Road Apt 2105AustinTX78758PCInstitutional Fellowships$30,000
Cleveland Museum of Art
11150 East BoulevardClevelandOH441061797PCHistory of Art Grants$5,000
College Art Association of America
50 Broadway 21st floorNew YorkNY10004PCDigital Art History Grants$20,000
Courtauld Institute of Art
PCInstitutional Fellowships$5,000Sommerset House StrandLondonUKWC2R 0RN
Courtauld Institute of Art
PCInstitutional Fellowships$30,000Sommerset House StrandLondonUKWC2R 0RN
Creative Commons Corporation
PO Box 1866Mountain ViewCA94042PCDigital Art History Grants$20,000
Duke University
2200 W Main Street Suite 210DurhamNC27705PCHistory of Art Grants$5,000
Emory University
1599 Clifton RoadAtlantaGA30322PCHistory of Art Grants$5,000
Fairfield University
1073 North Benson RoadFairfieldCT06824PCHistory of Art Grants$25,000
Foundation for Advancement in Conservation
727 15th Street NW Suite 500WashingtonDC200052141PCConservation Fellowships$230,000
Frist Art Museum
919 BroadwayNashvilleTN37203PCHistory of Art Grants$13,000
Glimmerglass Opera Theatre Inc
Box 191CooperstownNY13326PCMatching Grant$5,000
Graduate Center Foundation
365 FIFTH AVENUE 8TH FLOORNew YorkNY10016PCHistory of Art Grants$2,400
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCInstitutional Fellowships$55,000
High Museum of Art
1280 Peachtree Street NEAtlantaGA30309PCInterpretive Fellowships$30,000
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 VivienneParisFR75002Paris
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$5,0002 rue VivienneParisFR75002Paris
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002Paris
Institute for Advanced Study
1 Einstein DrivePrincetonNJ08540PCMatching Grant$750
Institute for Learning Innovation
9450 SW Gemini Drive 79315BeavertonOR970087105PCHistory of Art Grants$24,050
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
Ithaka S & R
101 Greenwich St 18th floorNew YorkNY10006PCHistory of Art Grants$40,000
John Simon Guggenheim Foundation
90 Park Avenue 33rd floorNew YorkNY10016PCMatching Grant$250
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
Leiden University Centre for the Arts in Society
PCInstitutional Fellowships$5,000PO Box 2300LeidenNL
Margaret Mansfield
23 W Valerio StSanta BarbaraCA93101PCInstitutional Fellowships$30,000
Massachusetts Institute of Technology
77 Massachusetts Ave Ne49-31CambridgeMA02139PCHistory of Art Grants$5,000
Master Drawings Association Inc
225 Madison AvenueNew YorkNY100163405PCMatching Grant$2,500
Medici Archive Project
Open Space Institute 1350 BroadwayNew YorkNY10018PCHistory of Art Grants$17,000Suite 201
Medieval Academy of America
17 Dunster Street Suite 202CambridgeMA02138PCMatching Grant$300
Metropolitan Museum of Art
1000 Fifth AvenueNew YorkNY10028PCHistory of Art Grants$20,000
Michigan State University
Hannah Administration Building 426East LansingMI488242600PCHistory of Art Grants$17,500Auditorium Road
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCHistory of Art Grants$55,000
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCDigital Art History Grants$34,000
Morgan Library & Museum
225 Madison AvenueNew YorkNY10016PCHistory of Art Grants$10,500
Morgan Library & Museum
225 Madison AvenueNew YorkNY10016PCHistory of Art Grants$7,000
Museum of Fine Arts Boston
Avenue of the Arts 465 HuntingtonBostonMA021155597PCInterpretive Fellowships$30,000Ave
Museum of Fine Arts Houston
1001 Bissonnet StreetHoustonTX77005PCDigital Art History Grants$15,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$164,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$260,000
Nelson-Atkins Museum of Art
4525 Oak StreetKansas CityMO64111PCDigital Art History Grants$10,000
New York University
25 West 4th Street 4th floorNew YorkNY10012PCConservation Fellowships$275,000
Newberry Library
60 West Walton StreetChicagoIL60610PCHistory of Art Grants$5,000
North Brooklyn Angels
42 West Street 202BrooklynNY11222PCMatching Grant$500
OCLO
6565 Kilgour PlDublinOH43017PCHistory of Art Grants$25,000
Philanthropy New York
320 East 43rd StreetNew YorkNY10017PCGeneral Program Support$7,250
Princeton University
701 CARNEGIE CTR STE 445PrincetonNJ08540PCHistory of Art Grants$8,500
Rare Book School
PO Box 400103CharlottesvilleVA22904PCHistory of Art Grants$8,600
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$11,000University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$21,500University Rose Hill Campus
Renaissance Society of America
Walsh Library - 039 FordhamBronxNY10458PCHistory of Art Grants$2,000University Rose Hill Campus
Shriners Hospitals for Children
2900 N Rocky Point DriveTampaFL33607PCMatching Grant$250
Smarthistory
10 Woodbrook RoadPleasantvilleNY10570PCHistory of Art Grants$15,000
Smithsonian Institution (Cooper Hewitt Smithsonian Design Museum)
2 East 91st StNew YorkNY10025PCHistory of Art Grants$25,000
St James School
3217 West Clearfield StreetPhiladelphiaPA19132PCMatching Grant$500
Syracuse University
640 Skytop RoadSyracuseNY13244PCHistory of Art Grants$25,000
The Grolier Club
47 East 60thNew YorkNY10022PCMatching Grant$2,500
The Trustees of Columbia University in the City of New York
622 Wes 113th StNew YorkNY10128PCDigital Art History Grants$15,000
The Warburg Institute University of London
PCInstitutional Fellowships$30,000Woburn SquareLondonUKWC1H0AB
The Warburg Institute University of London
PCDigital Art History Grants$30,000Woburn SquareLondonUKWC1H0AB
University of Connecticut
Sponsored Programs Services 438StorrsCT062691133PCDigital Art History Grants$20,000Whitney Road extension
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Fellowships$20,000
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Grants$7,500
University of Denver
2199 S University BlvdDenverCO80210PCHistory of Art Grants$10,000
University of Georgia Research Foundation
324 Business Srvcs 456 E Broad StAthensGA30602PCHistory of Art Grants$20,000
Visual Resources Association Foundation
C/O Ann McShaneAtlantaGA30322PCHistory of Art Grants$4,000
Wadsworth Atheneum Museum of Art
600 Main StreetHartfordCT061032990PCHistory of Art Grants$5,000
Winterthur Museum
5105 Kennett PikeWinterthurDE19735PCHistory of Art Grants$6,000
Yale University
PO Box 208239New HavenCT065208327PCInstitutional Fellowships$30,000
Yale University
PO Box 208239New HavenCT065208327PCHistory of Art Grants$25,500
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$2,539,100TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (111 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdCityRecipientForeignAddress/CityNmAddress Line2RecipientUSAddress/AddressLine2Txt
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 YorkNY100221001PCInstitutional Fellowships$120,000
American Academy in Rome
7 East 60th StreetNew YorkNY100221001PCInstitutional Fellowships$120,000
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
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 Street 2nd floorBostonMA02108PCHistory of Art Grants$18,500
Archaeological Institute of America
44 Beacon Street 2nd floorBostonMA02108PCHistory of Art Grants$10,000
Archaeological Institute of America
44 Beacon Street 2nd floorBostonMA02108PCHistory of Art Grants$18,500
Archaeological Institute of America
44 Beacon Street 2nd floorBostonMA02108PCHistory of Art Grants$10,000
Archaeological Institute of America
44 Beacon Street 2nd floorBostonMA02108PCHistory of Art Grants$18,500
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
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
Bank Street College of Education
610 West 112th StreetNew YorkNY10025PCHistory of Art Grants$30,000
Bibliotheca Hertziana
PCInstitutional Fellowships$5,000Max-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$30,000Max-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
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
Council of Independent Colleges
One Dupont Circle NWWashingtonDC20036PCHistory of Art Grants$60,000
Courtauld Institute of Art
PCInstitutional Fellowships$30,000Sommerset House StrandLondonUKWC2R 0RN
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
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
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
Frick Collection
1 East 70th StNew YorkNY10021PCHistory of Art Grants$25,000
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 3CambridgeMA02138PCInstitutional Fellowships$55,000
Harvard University
1033 MASSACHUSETTS AVE STE 3CambridgeMA02138PCInstitutional Fellowships$55,000
Indiana University
400 E 7th St Rm 501BloomingtonIN47405PCDigital Art History Grants$33,000
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$5,0002 rue VivienneParisFR75002Paris
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002Paris
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002Paris
Institut National d'Histoire de l'Art
PCInstitutional Fellowships$30,0002 rue VivienneParisFR75002Paris
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$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
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
604 Fine Arts BuildingMurrayKY42071PCHistory of Art Grants$6,000
Italian Art Society
604 Fine Arts BuildingMurrayKY42071PCHistory of Art Grants$3,300
Italian Art Society
604 Fine Arts BuildingMurrayKY42071PCHistory of Art Grants$6,000
Italian Art Society
604 Fine Arts BuildingMurrayKY42071PCHistory of Art Grants$6,000
Italian Art Society
604 Fine Arts BuildingMurrayKY42071PCHistory of Art Grants$3,300
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
Kunsthistorisches Institut Florence
PCInstitutional Fellowships$30,000via G Giusti 44FlorenceIT
Leiden University Centre for the Arts in Society
PCInstitutional Fellowships$5,000PO Box 2300LeidenNL
Cynthia Kok
4 West 103rd St Apt 2CNew YorkNY10025PCInstitutional Fellowships$30,000
Cynthia Kok
4 West 103rd St Apt 2CNew YorkNY10025PCInstitutional Fellowships$30,000
Margaret Mansfield
23 W Valerio StSanta BarbaraCA93101PCInstitutional Fellowships$30,000
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCHistory of Art Grants$55,000
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCHistory of Art Grants$55,000
Middlebury College
14 Old Chapel RdMiddleburyVT05753PCHistory of Art Grants$55,000
Museum of Fine Arts Houston
1001 Bissonnet StreetHoustonTX77005PCInterpretive Fellowships$30,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$170,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$170,000
National Gallery of Art
2000B South Club DriveLandoverMD20785PCInstitutional Fellowships$170,000
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
New York University
25 West 4th Street 4th floorNew YorkNY10012PCConservation Fellowships$275,000
Newberry Library
60 West Walton StreetChicagoIL60610PCHistory of Art Grants$5,000
OCLO
6565 Kilgour PlDublinOH43017PCHistory of Art Grants$25,000
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
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
Smithsonian Institution
PO Box 37012WashingtonDC20013PCInterpretive Fellowships$30,000
Syracuse University
640 Skytop RoadSyracuseNY13244PCHistory of Art Grants$25,000
Syracuse University
640 Skytop RoadSyracuseNY13244PCHistory of Art Grants$25,000
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Fellowships$20,000
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Fellowships$20,000
University of Delaware
83 E Main StreetNewarkDE19716PCConservation Fellowships$20,000
Warburg Institue (Univ of London)
PCInstitutional Fellowships$5,000Woburn SquareLondonUKWC1H 0AB
Warburg Institue (Univ of London)
PCInstitutional Fellowships$30,000Woburn SquareLondonUKWC1H 0AB
Warburg Institue (Univ of London)
PCInstitutional Fellowships$30,000Woburn SquareLondonUKWC1H 0AB
Yale University
PO Box 208239New HavenCT065208327PCInstitutional Fellowships$30,000
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$4,777,150TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$720,474ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,751,291ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,471,765ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,471,765TotalIncomeProducingActyAmt

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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtVerificationVerificationDt
John Simon Guggenheim Foundation
90 Park AvenueNew YorkNY100162021-01-04$250Trustee matching gift$250NoneNot requiredAmount properly expended
Margaret Mansfield
23 W Valero StSanta BarbaraCA931012020-07-01$30,000First installment of pre-doctoral research fellowship in Leiden. University requests payment made directly to individuals due to government regulations in the Netherlands$30,000None6/30/2021Amount properly expended2021-06-30
Catherine Powell
3311 Rogers RoadAustinTX787582020-07-01$30,000Second installment of pre-doctoral research fellowship in Leiden. University requests payment made directly to individuals due to government regulations in the Netherlands$30,000None6/30/2021Amount properly expended2021-06-30
James Marston Fitch Charitable Foundation
232 E 11th StNew YorkNY100032017-05-18$15,000Research on Transformative Histories: Digital Humanities Techniques for Historic Preservation.$15,000None2/18/21Amount properly expended2021-02-18

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OLIN CORPORATION$198,825$198,825
ORION ENGINEERED CARBONS SA$87,886$87,886
DANA INCORPORATED$139,139$139,139
HOOKER FURNITURE CORPORATION$93,840$93,840
MOTORCAR PARTS OF AMERICA INC.$75,196$75,196
PVH CORP.$115,982$115,982
STEELCASE INC. CLASS A$153,442$153,442
SPECTRUM BRANDS HOLDINGS INC.$58,593$58,593
UNIVERSAL CORP$96,735$96,735
MRC GLOBAL INC.$47,376$47,376
MURPHY OIL CORPORATION$90,373$90,373
NEXTIER OILFIELD SOLUTIONS INC.$88,269$88,269
NOV INC$78,668$78,668
TECHNIPFMC PLC$58,490$58,490
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY$125,175$125,175
ARGO GROUP INTL HOLDINGS LTD$87,334$87,334
ASSOCIATED BANC-CORP$126,546$126,546
AXIS CAPITAL HOLDINGS LIMITED$137,571$137,571
CNO FINANCIAL GROUP INC.$159,482$159,482
FIRST MIDWEST BANCORP INC.$112,079$112,079
HOPE BANCORP INC.$86,498$86,498
HUNTINGTON BANCSHARES INCORPORATED$98,463$98,463
UMPQUA HOLDINGS CORPORATION$94,003$94,003
UNIVEST FINANCIAL CORPORATION$84,700$84,700
WEBSTER FINANCIAL CORPORATION$141,031$141,031
WSFS FINANCIAL CORPORATION$55,861$55,861
PHIBRO ANIMAL HEALTH CORPORATION CLASS A$64,633$64,633
TRIPLE-S MANAGEMENT CORPORATION CLASS B$103,778$103,778
VAREX IMAGING CORPORATION$87,648$87,648
BELDEN INC.$171,483$171,483
ENERPAC TOOL GROUP CORP CLASS A$104,404$104,404
JELD-WEN HOLDING INC.$125,549$125,549
MASTEC INC.$66,737$66,737
MOOG INC. CLASS A$86,750$86,750
REV GROUP INC.$116,671$116,671
RYDER SYSTEM INC.$133,943$133,943
TEREX CORPORATION$148,479$148,479
TRIMAS CORPORATION$69,001$69,001
TRUEBLUE INC.$90,992$90,992
DIAMONDROCK HOSPITALITY COMPANY$62,778$62,778
AVNET INC.$117,234$117,234
CELESTICA INC.$122,546$122,546
SCANSOURCE INC.$90,719$90,719
SUPER MICRO COMPUTER INC.$90,272$90,272
ALPHABET INC CL C$263,164$263,164
AMAZON COM INC$419,700$419,700
ANTHEM INC$187,464$187,464
APPLIED MATLS INC$210,325$210,325
THE CARLYLE GROUP INC$288,176$288,176
COSTAR GROUP INC$276,619$276,619
FACEBOOK INC$339,713$339,713
GENERAL ELECTRIC CO$175,142$175,142
HEICO CORP CL A$243,765$243,765
JONES LANG LASALLE INC$52,774$52,774
KKR CO INC CL-A$360,357$360,357
MASTERCARD INC$407,075$407,075
MICROSOFT CORP$243,810$243,810
NVIDIA CORP$323,240$323,240
QORVO INC$270,388$270,388
SS&C TECHNOLOGIES HLDGS INC$207,677$207,677
SALESFORCE.COM INC$294,101$294,101
SKYWORKS SOLUTIONS INC$227,032$227,032
TRANDIGM GROUP INC$381,254$381,254
VISA INC CL A$350,730$350,730
WAYFAIR INC CLASS A$373,801$373,801
SAP SE$287,547$287,547
PARTNERS GROUP HOLDING AG$269,882$269,882

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ASHE CAPITALFMV$4,500,098$4,500,098
CANYON VALUE OFFSHOREFMV$1,979,347$1,979,347
CEVIAN CAPITALFMV$5,351,264$5,351,264
COLCHESTER GLOBAL BONDFMV$4,437,849$4,437,849
DFA US LARGE CAPFMV$3,630,096$3,630,096
EFFISSIMO CAPITAL MANAGEMENTFMV$4,260,231$4,260,231
FPR PARTNERSFMV$5,274,271$5,274,271
HALF SKYFMV$3,048,250$3,048,250
HENGISTBURYFMV$2,183,134$2,183,134
HIGHCLERE INTERNATIONALFMV$6,537,114$6,537,114
LANSDOWNE DEVELOPMENTFMV$5,854,483$5,854,483
MARBLE RIDGE OFFSHORE FUNDFMV$143,820$143,820
PERMIANFMV$1,495,064$1,495,064
SAGACIA OFFSHORE FUNDFMV$2,894,021$2,894,021
VANGUARD SHORT TERM BONDFMV$2,691,089$2,691,089
VANGUARD TOTAL BOND FUNDFMV$5,837,139$5,837,139
WESTWOOD GLOBALFMV$4,520,020$4,520,020
NITORUMFMV$3,611,221$3,611,221
KONTIKIFMV$4,595,347$4,595,347
GOBI INVESTMENT FUNDFMV$4,712,053$4,712,053
DARLINGTONFMV$4,605,623$4,605,623

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$2,804,558$2,790,364$14,194$14,194
OFFICE FURNITURE$267,261$261,315$5,946$5,946
BUILDING FIXTURES$781,280$417,835$363,445$363,445
COMPUTERS AND OFFICE EQUIPMENT$208,425$63,655$144,770$144,770
LAND$500,000$0$500,000$500,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,050LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,050DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST AND DIVIDENDS RECEIVABLE$12,777$30,762$30,762
PENDING TRADES$923,016$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$16,151$1,684$14,147
INSURANCE$35,250$4,583$32,577
MEALS$1,119$145$891
POSTAGE$3,147$409$2,738
DUES AND CONFERENCES-$3,795-$493-$4,959
COMPUTERS$8,199$1,066$7,063
FLUXX$22,800$0$22,800

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAX)Desc
Amt$16,985,137Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAX PAYABLEDesc
BOY Book Value$80,712BOYBookValueAmt
EOY Book Value$320,133EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE FEES$6,248$0$6,248
COMERICA$10,530$10,530$0
IT CONSULTING FEES$14,322$1,862$12,297
COLCHESTER GLOBAL BOND$26,970$26,970$0
ASHE CAPITAL$34,975$34,975$0
VULCAN VALUE LARGE CAP$26,844$26,844$0
PZENA INV. MANAGEMENT$51,041$51,041$0
WESTWOOD GLOBAL$64,693$64,693$0
HIGHCLERE INTERNATIONAL$58,907$58,907$0
SANDERSON ASSET MANAGEMENT$33,582$33,582$0
COLONIAL CONSULTING$37,926$37,926$0
CREWCIAL PARNERS LLC$117,368$117,368$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$53,210Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt