KURT WEILL FOUNDATION FOR MUSIC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KURT WEILL FOUNDATION FOR MUSIC (EIN 13-6139518)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-01
- IRS object ID
- 202242139349100639
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-01T21:11:01-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136139518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KURT WEILL FOUNDATION FOR MUSIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KURT | BusinessNameControlTxt |
| Phone | 2125055240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EAST 20TH STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100031106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM H KOWALKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125055240 | PhoneNum |
| Signature | 2022-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIM | PersonFirstNm |
| Person Last | KOWALKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,379,551 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,362 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,034,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,034,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $903,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,336,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $903,640 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $598,802 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $598,802 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,637,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,536,670 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,757 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,990 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $157,767 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $546,363 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,149 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $566,296 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $198,784 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,468 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $196,825 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $498 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $498 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,910 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,358 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,935 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,140 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,840 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $41,031 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $358 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,673 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,126 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $99 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,027 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $66,594 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $66,816 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,041 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $177,713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,416,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,228,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $432,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $335,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,848,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,563,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $788,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,359,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,055 | CashBOYAmt |
| Cash EOY | $76,435 | CashEOYAmt |
| Cash EOYFMV | $76,435 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,091,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,192,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,192,042 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $16,675 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,251 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,251 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $966,186 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $966,186 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,901,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,648,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,648,842 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,876,352 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,859,616 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,859,616 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $589,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $589,663 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $804,761 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $615,444 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $204,617 | LandBOYAmt |
| Land EOY | $189,317 | LandEOYAmt |
| Land EOYFMV | $189,317 | LandEOYFMVAmt |
| Other Assets BOY | $735,166 | OtherAssetsBOYAmt |
| Other Assets EOY | $826,199 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $826,199 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,960,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,379,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,379,551 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $80,457 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $59,087 | AccountsPayableEOYAmt |
| Grants Payable BOY | $125,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $221,600 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $229,362 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $165,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $434,919 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $445,687 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,880,631 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,188,663 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $645,047 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $745,201 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,525,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,933,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,960,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,379,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,525,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $788,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,655,721 | OtherIncreasesAmt |
| Subtotal | $42,969,864 | SubtotalAmt |
| Other Decreases | $36,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,933,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $8,336,847 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,433,207 | CostOrOtherBasisAmt |
| Gain Or Loss | $903,640 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $903,640 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $903,640 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,092 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,092 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,297 | OverpaymentAmt |
| Applied To ES Tax | $6,297 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KWF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125055240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EAST 20TH STREET 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KIM H KOWALKE | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | PRESIDENT & CEO, TRUSTEE | 40.00 | $149,507 | $18,274 | $0 |
| THEODORE S CHAPIN | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | BOARD CHAIR, TRUSTEE | 0.25 | $750 | $0 | $0 |
| PHILIP GETTER SR | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | EXECUTIVE VICE CHAIR, TRUSTEE | 0.25 | $750 | $0 | $0 |
| GUY STERN | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | VICE CHAIR, TRUSTEE | 0.25 | $500 | $0 | $0 |
| SUSAN FEDER | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $750 | $0 | $0 |
| PENELOPE BOEHM | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TREASURER, TRUSTEE | 1.00 | $4,000 | $0 | $0 |
| ANDRE BISHOP | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $500 | $0 | $0 |
| COREY FIELD | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $750 | $0 | $0 |
| JAMES HOLMES | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $250 | $0 | $0 |
| WELZ KAUFFMAN | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $500 | $0 | $0 |
| TAZEWELL THOMPSON | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $250 | $0 | $0 |
| JOANNE HUBBARD COSSA | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $1,000 | $0 | $0 |
| VICTORIA CLARK | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $250 | $0 | $0 |
| JEANINE TESORI | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $500 | $0 | $0 |
| NAOMI ANDRE | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 100031106 | TRUSTEE | 0.25 | $500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD HARSH | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 10003 | DIR. OF STRAT. INITI | 30.00 | $110,191 | $23,695 | $0 |
| BRADY SANSONE | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 10003 | DIR OF PROGRAMS/BUS | 40.00 | $112,541 | $21,223 | $0 |
| DAVE STEIN | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 10003 | ARCHIVIST | 40.00 | $94,541 | $22,692 | $0 |
| ELMAR JUCHEM | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 10003 | KWE MANAGING EDITOR | 40.00 | $102,300 | $12,206 | $0 |
| NATHAN LACY | ||||||||
| 7 EAST 20TH STREET 3RD FLOOR | NEW YORK | NY | 10003 | MANAGER OF PROMOTION | 40.00 | $63,020 | $13,263 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | INV. CONSULTANT | $96,779 |
| TD AMERITRADE | |||||
| 400 LINDEN OAKS SUITE 310 | ROCHESTER | NY | 14625 | INV. CONSULTANT | $69,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,981,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,612,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,801 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,604,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,604,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,015,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,589,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,979,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,979,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,795 | TotalTaxAmt |
| Distributable Before Adj | $1,946,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,946,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,946,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,563,867 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,540 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,566,407 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,946,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,326,600 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,566,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,326,600 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $239,807 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,706,885 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRADY SANSONE DIRECTOR OF PROGRAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 EAST 20TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125055240 | RecipientPhoneNum |
| Recipient Email Address | BSANSONE@KWF.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE SUBMITTED ONLINE VIA WWW.KWF.ORG ALL PROPOSALS MUST INCLUDE: - A COMPLETED APPLICATION FORM. - A DETAILED DESCRIPTION OF THE PROJECT. - ORGANIZATIONS SHOULD PROVIDE A MISSION STATEMENT AND SUMMARY OF ACTIVITIES AND PAST ACHIEVEMENTS. INDIVIDUAL APPLICANTS SHOULD SUBMIT AN UP-TO-DATE BIOGRAPHY OR CURRICULUM VITAE. - PROOF OF NOT-FOR-PROFIT STANDING. - AN ITEMIZED BUDGET SHOWING ENTIRE PROJECT EXPENSES, INCOME, AND PROJECTED SOURCES OF FUNDING. APPLICANTS MUST NOTIFY THE FOUNDATION IF OTHER GRANTS ARE AWARDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIOUS, SEE SPECIFIC DEADLINES ONLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE REFER TO WWW.KWF.ORG FOR COMPLETE DETAILS REGARDING THE GRANT APPLICATION PROCESS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADELAIDE BOEDECKER | |||||||||||||
| 276 B LAKEMOORE DR NE | ATLANTA | GA | 30342 | NONE | I | RECORDING STIPEND | $500 | ||||||
| ADELAIDE BOEDECKER | |||||||||||||
| 276 B LAKEMOORE DR NE | ATLANTA | GA | 30342 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| ANDREW POLEC | |||||||||||||
| 420 LEXINGTON AVE SUITE 1756 | NEW YORK | NY | 10170 | NONE | I | RECORDING STIPEND | $500 | ||||||
| ANDREW POLEC | |||||||||||||
| 420 LEXINGTON AVE SUITE 1756 | NEW YORK | NY | 10170 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| ANDREW POLEC | |||||||||||||
| C/O TRIBECA BUSINESS MANAGEMENT | NEW YORK | NY | 10170 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| ANDREW POLEC | |||||||||||||
| C/O TRIBECA BUSINESS MANAGEMENT | NEW YORK | NY | 10170 | NONE | I | 2021 LLC 1ST PRIZE WINNER | $21,000 | ||||||
| ANGELA BONELLO | |||||||||||||
| 320 ORCHARD VIEW DR | ROYAL OAK | MI | 48073 | NONE | I | RECORDING STIPEND | $500 | ||||||
| ANGELA BONELLO | |||||||||||||
| 320 ORCHARD VIEW DR | ROYAL OAK | MI | 48073 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| ATLANTA OPERA INC | |||||||||||||
| 1575 NORTHSIDE DR NW SUITE 350 | ATLANTA | GA | 30318 | NONE | PC | PROFESSIONAL PRODUCTION GRANT: THREEPENNY OPERA | $25,000 | ||||||
| AVERY BOETTCHER | |||||||||||||
| 1349 ROSLYN RD | GROSSE POINTE WOODS | MI | 48236 | NONE | I | RECORDING STIPEND | $500 | ||||||
| AVERY BOETTCHER | |||||||||||||
| 1349 ROSLYN RD | GROSSE POINTE WOODS | MI | 48236 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| AYAKA SHIMADA | |||||||||||||
| 4247 LOCUST ST | PHILADELPHIA | PA | 19104 | NONE | I | EMERGING TALENT AWARD | $500 | ||||||
| BENJAMIN CAMENZULI | |||||||||||||
| NONE | I | SEMIFINALIST PRIZE | $1,000 | 570 WOODWARD AVE | HAMILTON | ONTARIO | CA | L8H6P1 | |||||
| BENJAMIN CAMENZULI | |||||||||||||
| NONE | I | RECORDING STIPEND | $500 | 570 WOODWARD AVE | HAMILTON | ONTARIO | CA | L8H6P1 | |||||
| BLAKE DENSON | |||||||||||||
| 23902 KUYKENDAHL ROAD | TOMBALL | TX | 77375 | NONE | I | RECORDING STIPEND | $500 | ||||||
| BLAKE DENSON | |||||||||||||
| 23902 KUYKENDAHL ROAD | TOMBALL | TX | 77375 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| BRANDON ROTH | |||||||||||||
| 9110 MACK ROAD | SAUK CITY | WI | 53583 | NONE | I | EMERGING TALENT AWARD | $500 | ||||||
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | |||||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 913308296 | NONE | PC | COLLEGE UNIVERSITY PERFORMANCE GRANT: STREET SCENE | $15,000 | ||||||
| CHARLES H EATON III | |||||||||||||
| 89 LORRAINE DRIVE | STORRS | CT | 06268 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| CHARLES H EATON III | |||||||||||||
| 89 LORRAINE DRIVE | STORRS | CT | 06268 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| CHARLES H EATON III | |||||||||||||
| 89 LORRAINE DRIVE | STORRS | CT | 06268 | NONE | I | 2021 LLC 3RD PRIZE WINNER | $11,000 | ||||||
| CHARLES H EATON III | |||||||||||||
| 89 LORRAINE DRIVE | STORRS | CT | 06268 | NONE | I | RECORDING STIPEND | $500 | ||||||
| DANIELLA FRIESEN | |||||||||||||
| NONE | I | SEMIFINALIST PRIZE | $1,000 | 3 LINDSEY AVE | TORONTO | ONTARIO | CA | M6H1C8 | |||||
| DANIELLA FRIESEN | |||||||||||||
| NONE | I | RECORDING STIPEND | $500 | 3 LINDSEY AVE | TORONTO | ONTARIO | CA | M6H1C8 | |||||
| DAVID YOUNG | |||||||||||||
| 1703 HARTFORD MILLS LN | LEAGUE CITY | TX | 77573 | NONE | I | EMERGING TALENT AWARD | $500 | ||||||
| DAVIDE LEVI | |||||||||||||
| NONE | I | JULIUS RUDEL/KURT WEILL CONDUCTING FELLOW | $12,500 | 28 QUEENSWOOD ROAD | LEEDS | UK | |||||||
| DYLAN GLENN | |||||||||||||
| 813 CALIFORNIA ST 3 | TALLAHASSEE | FL | 32304 | NONE | I | RECORDING STIPEND | $500 | ||||||
| DYLAN GLENN | |||||||||||||
| 813 CALIFORNIA ST 3 | TALLAHASSEE | FL | 32304 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| ERIC SEBEK | |||||||||||||
| 534 PROSPECT ST | NUTLEY | NJ | 07110 | NONE | I | EMERGING TALENT AWARD | $500 | ||||||
| FLORENTINE OPERA COMPANY | |||||||||||||
| 930 E BURLEIGH ST | MILWAUKEE | WI | 53212 | NONE | PC | AMATEUR PERFORMANCE GRANT: MAHAGONNY SONGSPIEL | $7,000 | ||||||
| GAN-YA BEN-GUR AKSELROD | |||||||||||||
| NONE | I | RECORDING STIPEND | $500 | BLUMAUERGASSE 7 / 7 | VIENNA | AU | |||||||
| GAN-YA BEN-GUR AKSELROD | |||||||||||||
| NONE | I | 2021 LLC 3RD PRIZE WINNER | $11,000 | BLUMAUERGASSE 7 / 7 | VIENNA | AU | |||||||
| GAN-YA BEN-GUR AKSELROD | |||||||||||||
| NONE | I | FINALIST PRIZE | $1,000 | BLUMAUERGASSE 7 / 7 | VIENNA | AU | |||||||
| GAN-YA BEN-GUR AKSELROD | |||||||||||||
| NONE | I | TRAVEL STIPEND | $1,500 | BLUMAUERGASSE 7 / 7 | VIENNA | AU | |||||||
| HALEY DORTCH | |||||||||||||
| 2700 CEDAR CREEK LANE | DENTON | TX | 76210 | NONE | I | EMERGING TALENT AWARD | $500 | ||||||
| JEFFREY MAGEE | |||||||||||||
| 1809 BENODOT STREET | CHAMPAIGN | IL | 61822 | NONE | I | 2021 KURT WEILL ARTICLE PRIZE | $2,000 | ||||||
| JOSHUA CONYERS | |||||||||||||
| 140 ARSENAL STREET UNIT 2307 | WATERTOWN | MA | 02472 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| JOSHUA CONYERS | |||||||||||||
| 140 ARSENAL STREET UNIT 2307 | WATERTOWN | MA | 02472 | NONE | I | RECORDING STIPEND | $500 | ||||||
| JULIANA PISTORIUS | |||||||||||||
| NONE | I | 2021 KURT WEILL ARTICLE PRIZE | $2,000 | 54 GLEDHOLT ROAD | HUDDERSFIELD | UK | |||||||
| JULIE BENKO | |||||||||||||
| 617 W 143RD ST APT 3A | NEW YORK | NY | 10031 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| JULIE BENKO | |||||||||||||
| 617 W 143RD ST APT 3A | NEW YORK | NY | 10031 | NONE | I | RECORDING STIPEND | $500 | ||||||
| KADEN FORSBERG | |||||||||||||
| NONE | I | 2021 LLC FINALIST PRIZE | $1,000 | 6037 AVE DU PARC APT B | MONTREAL | QUEBEC | CA | H2V4H4 | |||||
| KADEN FORSBERG | |||||||||||||
| NONE | I | TRAVEL STIPEND BY WIRE TRANSFER | $750 | 6037 AVE DU PARC APT B | MONTREAL | QUEBEC | CA | H2V4H4 | |||||
| KADEN FORSBERG | |||||||||||||
| NONE | I | TRAVEL STIPEND | $500 | 6037 AVE DU PARC APT B | MONTREAL | QUEBEC | CA | H2V4H4 | |||||
| KADEN FORSBERG | |||||||||||||
| NONE | I | FINALIST PRIZE | $1,000 | 6037 AVE DU PARC APT B | MONTREAL | QUEBEC | CA | H2V4H4 | |||||
| KAILEIGH RIESS | |||||||||||||
| 23 HILL STREET | FOXBORO | MA | 02035 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| KAILEIGH RIESS | |||||||||||||
| 23 HILL STREET | FOXBORO | MA | 02035 | NONE | I | FINALIST PRIZE | $4,500 | ||||||
| KAILEIGH RIESS | |||||||||||||
| 23 HILL STREET | FOXBORO | MA | 02035 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| KAILEIGH RIESS | |||||||||||||
| 23 HILL STREET | FOXBORO | MA | 02035 | NONE | I | RECORDING STIPEND | $500 | ||||||
| KATHERINE BECK | |||||||||||||
| APT 3 | CHICAGO | IL | 60660 | NONE | I | GRACE KEAGY AWARD | $500 | ||||||
| KATHERINE RIDDLE | |||||||||||||
| 180 HIGH PARK LANE APT 1102 | SILVER SPRING | MD | 20910 | NONE | I | RECORDING STIPEND | $500 | ||||||
| KATHERINE RIDDLE | |||||||||||||
| 180 HIGH PARK LANE APT 1102 | SILVER SPRING | MD | 20910 | NONE | I | 2021 LLC FINALIST PRIZE | $1,000 | ||||||
| KATHERINE RIDDLE | |||||||||||||
| 180 HIGH PARK LANE APT 1102 | SILVER SPRING | MD | 20910 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| KATHERINE RIDDLE | |||||||||||||
| 180 HIGH PARK LANE APT 1102 | SILVER SPRING | MD | 20910 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| KATRINA GALKA | |||||||||||||
| 4629 N LAKE DR | WHITEFISH BAY | WI | 53211 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| KATRINA GALKA | |||||||||||||
| 4629 N LAKE DR | WHITEFISH BAY | WI | 53211 | NONE | I | FINALIST PRIZE | $4,500 | ||||||
| KATRINA GALKA | |||||||||||||
| 4629 N LAKE DR | WHITEFISH BAY | WI | 53211 | NONE | I | RECORDING STIPEND | $500 | ||||||
| KATRINA GALKA | |||||||||||||
| 4629 N LAKE DR | WHITEFISH BAY | WI | 53211 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| LAUREN JOYANNE MORRIS | |||||||||||||
| NONE | I | RECORDING STIPEND | $500 | 148 CHRISTCHURCH WAY | LONDON SE OXG | UK | |||||||
| LAUREN JOYANNE MORRIS | |||||||||||||
| NONE | I | SEMIFINALIST PRIZE | $1,000 | FLAT 305 BRUNEL HOUSE | LONDON SE OXG | UK | |||||||
| LUKE SIKORA | |||||||||||||
| 1336 11TH ST | EUREKA | CA | 95501 | NONE | I | RECORDING STIPEND | $500 | ||||||
| LUKE SIKORA | |||||||||||||
| 1336 11TH ST | EUREKA | CA | 95501 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| LYDIA GRAHAM | |||||||||||||
| 221 FORREST AVE | DANVILLE | KY | 40422 | NONE | I | EMERGING TALENT AWARD | $500 | ||||||
| MATTHEW HILL | |||||||||||||
| 1000 NEW JERSEY AVE SE APT 1218 | WASHINGTON | DC | 20003 | NONE | I | RECORDING STIPEND | $500 | ||||||
| MATTHEW HILL | |||||||||||||
| 1000 NEW JERSEY AVE SE APT 1218 | WASHINGTON | DC | 20003 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| MAX CHERNIN | |||||||||||||
| 514 DEKALB AVE 1 | BROOKLYN | NY | 11205 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| MAX CHERNIN | |||||||||||||
| 514 DEKALB AVE 1 | BROOKLYN | NY | 11205 | NONE | I | FINALIST PRIZE | $4,500 | ||||||
| MAX CHERNIN | |||||||||||||
| 514 DEKALB AVE 1 | BROOKLYN | NY | 11205 | NONE | I | RECORDING STIPEND | $500 | ||||||
| MONICA DEWEY | |||||||||||||
| 4535 46TH ST APT 4F | WOODSIDE | NY | 11377 | NONE | I | RECORDING STIPEND | $500 | ||||||
| MONICA DEWEY | |||||||||||||
| 4535 46TH ST APT 4F | WOODSIDE | NY | 11377 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| MONICA DEWEY | |||||||||||||
| 4535 46TH ST APT 4F | WOODSIDE | NY | 11377 | NONE | I | 2021 LLC FINALIST PRIZE | $1,000 | ||||||
| NEW WORLD SYMPHONY | |||||||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | PC | UNIVERSITY PERFORMANCE | $5,000 | ||||||
| NICOLE COFFARO | |||||||||||||
| 1220 ANITA PLACE | FULLERTON | CA | 92831 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| NICOLE COFFARO | |||||||||||||
| 1220 ANITA PLACE | FULLERTON | CA | 92831 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| NICOLE COFFARO | |||||||||||||
| 1220 ANITA PLACE | FULLERTON | CA | 92831 | NONE | I | RECORDING STIPEND | $500 | ||||||
| NICOLE GOLDSTEIN | |||||||||||||
| 111 EAST 75TH STREET APT 3B | NEW YORK | NY | 10021 | NONE | I | RECORDING STIPEND | $500 | ||||||
| OKLAHOMA CITY UNIVERSITY | |||||||||||||
| WANDA L BASS SCHOOL OF MUSIC 2501 N | OKLAHOMA CITY | OK | 73106 | NONE | PC | UNIVERSITY PERFORMANCE: THE THREEPENNY OPERA | $10,000 | BLACKWELDER | |||||
| ORCHESTRA OF THE MUSIC MAKERS | |||||||||||||
| NONE | FOREIGN EQUIVALENT | AMATEUR PERFORMANCE GRANT: SYMPHONY NO. 2 | $10,000 | 91 HILLVIEW AVENUE | SINGAPORE | SN | |||||||
| PHOENIX YOUTH SYMPHONY ORCHESTRA | |||||||||||||
| 2009 N 7TH STREET STE 9 | PHOENIX | AZ | 85006 | NONE | PC | AMATEUR PERFORMANCE GRANT: SYMPHONY NO. 2 | $5,000 | ||||||
| REBECCA SCHMID | |||||||||||||
| NONE | I | PUBLIC ASSISTANCE GRANT: WEILL, BLITZSTEIN: A STUDY OF INFLUENCE | $1,815 | STARGARDER STRASSE 73 SEITENFLGEL 4 | DE BERLIN | GM | |||||||
| REBEKAH HOWELL | |||||||||||||
| 216 HEDGEWAY CT | GALLATIN | TN | 37066 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| REBEKAH HOWELL | |||||||||||||
| 216 HEDGEWAY CT | GALLATIN | TN | 37066 | NONE | I | RECORDING STIPEND | $500 | ||||||
| REBEKAH HOWELL | |||||||||||||
| 216 HEDGEWAY CT | GALLATIN | TN | 37066 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| REBEKAH HOWELL | |||||||||||||
| 216 HEDGEWAY CT | GALLATIN | TN | 37066 | NONE | I | FINALIST PRIZE | $6,000 | ||||||
| RICHARD GLCKNER | |||||||||||||
| NONE | I | SEMIFINALIST PRIZE | $1,000 | HAUPTSTRASSE 157 | KURORT SEIFFEN | GM | |||||||
| RICHARD GLCKNER | |||||||||||||
| NONE | I | RECORDING STIPEND | $500 | HAUPTSTRASSE 157 | KURORT SEIFFEN | GM | |||||||
| RUBY SHADLEY | |||||||||||||
| 3245 E 2ND STREET | TULSA | OK | 74104 | NONE | I | EMERGING TALENT AWARD | $500 | ||||||
| RYAN EBRIGHT | |||||||||||||
| 602 WALNUT STREET | PERRYSBURG | OH | 43551 | NONE | I | 2021 KURT WEILL ARTICLE PRIZE | $2,000 | ||||||
| RYAN WOLFE | |||||||||||||
| 130 S FERNANDEZ AVENUE | ARLINGTON HEIGHTS | IL | 60005 | NONE | I | RECORDING STIPEND | $500 | ||||||
| RYAN WOLFE | |||||||||||||
| 130 S FERNANDEZ AVENUE | ARLINGTON HEIGHTS | IL | 60005 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| SACHA SMITH | |||||||||||||
| NONE | I | ALTERNATE FINALIST PRIZE | $1,000 | 177 WITHROW AVENUE | TORONTO | ONTARIO | CA | M4K1E2 | |||||
| SACHA SMITH | |||||||||||||
| NONE | I | RECORDING STIPEND | $500 | 177 WITHROW AVENUE | TORONTO | ONTARIO | CA | M4K1E2 | |||||
| SANTA FE OPERA | |||||||||||||
| PO BOX 2408 | SANTA FE | NM | 875042408 | NONE | PC | 2021 KURT WEILL/LOTTA LENYA APPRENTICE ARTIST | $10,000 | ||||||
| SARAH GOODMAN | |||||||||||||
| 25 CORAL WAY | ROCHESTER | NY | 14618 | NONE | I | RECORDING STIPEND | $500 | ||||||
| SARAH GOODMAN | |||||||||||||
| 25 CORAL WAY | ROCHESTER | NY | 14618 | NONE | I | SEMIFINALIST PRIZE | $1,000 | ||||||
| TAYLOR-ALEXIS DUPONT | |||||||||||||
| 3141 N WEIL STREET | MILWAUKEE | WI | 53212 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| TAYLOR-ALEXIS DUPONT | |||||||||||||
| 3141 N WEIL STREET | MILWAUKEE | WI | 53212 | NONE | I | FINALIST PRIZE | $4,500 | ||||||
| TAYLOR-ALEXIS DUPONT | |||||||||||||
| 3141 N WEIL STREET | MILWAUKEE | WI | 53212 | NONE | I | RECORDING STIPEND | $500 | ||||||
| TAYLOR-ALEXIS DUPONT | |||||||||||||
| 3141 N WEIL STREET | MILWAUKEE | WI | 53212 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| TEATRO ALLA SCALA | |||||||||||||
| NONE | FOREIGN EQUIVALENT | PROFESSIONAL PERFORMANCE GRANT: DIES SIEBAN TODSUENDEN/MAHAGONNY SONGSPIEL | $50,000 | VIA FILODRAMMATICI 2 20121 | MILANO | IT | |||||||
| THE GLIMMERGLASS FESTIVAL | |||||||||||||
| PO BOX 191 | COOPERSTOWN | NY | 13326 | NONE | PC | 2021 KURT WEILL/LOTTA LENYA YOUNG ARTIST | $10,000 | ||||||
| THE OLD GLOBE | |||||||||||||
| PO BOX 122171 | SAN DIEGO | CA | 921122171 | NONE | PC | 2021 KURT WEILL/LOTTA LENYA SPONSORSHIP: HAIR | $10,000 | ||||||
| TYCHIKO COX | |||||||||||||
| 65 EAST UNIVERSITY DRIVE | TEMPE | AZ | 85281 | NONE | I | RECORDING STIPEND | $500 | ||||||
| TYCHIKO COX | |||||||||||||
| 65 EAST UNIVERSITY DRIVE | TEMPE | AZ | 85281 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| TYCHIKO COX | |||||||||||||
| MIRABELLA AT ASU | TEMPE | AZ | 85281 | NONE | I | 2021 LLC FINALIST PRIZE | $1,000 | ||||||
| TYCHIKO COX | |||||||||||||
| MIRABELLA AT ASU | TEMPE | AZ | 85281 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| UNIVERSITY OF TORINO | |||||||||||||
| NONE | FOREIGN EQUIVALENT | SYMPOSIUM | $4,000 | DEPT OF HUMANITIES VIA MANTOVA 19 | TORINO | IT | 10153 | ||||||
| VICTORIA OKAFOR | |||||||||||||
| 13 KESSLER PLACE | CINCINNATI | OH | 45217 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| VICTORIA OKAFOR | |||||||||||||
| 13 KESSLER PLACE | CINCINNATI | OH | 45217 | NONE | I | RECORDING STIPEND | $500 | ||||||
| VICTORIA OKAFOR | |||||||||||||
| 13 KESSLER PLACE | CINCINNATI | OH | 45217 | NONE | I | 2021 LLC 2ND PRIZE WINNER | $16,000 | ||||||
| VICTORIA OKAFOR | |||||||||||||
| 13 KESSLER PLACE | CINCINNATI | OH | 45217 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| WNETWLIW-FM | |||||||||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | BROADWAY TO MAIN STREET/WLIW | $4,775 | ||||||
| ZHIBING HUANG | |||||||||||||
| 2812 COVE VIEW LANE | MIDLOTHIAN | VA | 23112 | NONE | I | RECORDING STIPEND | $500 | ||||||
| ZHIBING HUANG | |||||||||||||
| 2812 COVE VIEW LANE | MIDLOTHIAN | VA | 23112 | NONE | I | TRAVEL STIPEND | $750 | ||||||
| ZHIBING HUANG | |||||||||||||
| 2812 COVE VIEW LANE | MIDLOTHIAN | VA | 23112 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| ZHIBING HUANG | |||||||||||||
| 2812 COVE VIEW LANE | MIDLOTHIAN | VA | 23112 | NONE | I | FINALIST PRIZE | $1,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $335,840 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLOMST GUG | |||||||||||||
| 40 FRIEDRICH-ZUNDEL-STR | STUTTGART | GM | 70619 | NONE | FOREIGN EQUIVALENT | PROFESSIONAL PERFORMANCE GRANT: ZAUBERNACHT | $25,000 | ||||||
| BRIGANTES MUSIC | |||||||||||||
| 134 DOVER ROAD | SOUTH YORKSHIRE | UK | NONE | FOREIGN EQUIVALENT | PROFESSIONAL PERFORMANCE GRANT: SYMPHONIC | $5,000 | |||||||
| CAPE TOWN OPERA | |||||||||||||
| 1-10 DF MALAN STREET | CAPE TOWN | SF | NONE | FOREIGN EQUIVALENT | PROFESSIONAL PERFORMANCE GRANT: SEVEN DEADLY SINS | $30,000 | WESTERN CAPE | ||||||
| CASTEL CAMERATA | |||||||||||||
| CHEMIN DES PAVES 30 2000 | NEUCHATEL | SZ | NONE | FOREIGN EQUIVALENT | PROFESSIONAL PERFORMANCE | $6,000 | NEUCHATEL | ||||||
| COKER UNIVERSITY | |||||||||||||
| NONE | PC | UNIVERSITY PERFORMANCE | $10,000 | 300 E COLLEGE AVENUE | HARTSVILLE | SC | 29550 | ||||||
| EMMANUEL MUSIC | |||||||||||||
| NONE | PC | PROFESSIONAL PERFORMANCE | $15,000 | 15 NEWBURY STREET | BOSTON | MA | 02116 | ||||||
| JAMES MADISON UNIVERSITY | |||||||||||||
| NONE | PC | UNIVERSITY PERFORMANCE GRANT: STREET SCENE | $8,000 | OPERA THEATER 176 EMERSON LANE | HARRISONBURG | VA | 22802 | ||||||
| MELBOURNE OPERA | |||||||||||||
| UNIT 10 341 SYDNEY ROAD | BRUNSWICK | AS | NONE | FOREIGN EQUIVALENT | PROFESSIONAL PERFORMANCE GRANT: RISE AND FALL OF THE CITY OF MAHAGONNY | $25,000 | VICTORIA | ||||||
| NEW WORLD SYMPHONY | |||||||||||||
| NONE | PC | UNIVERSITY PERFORMANCE | $5,000 | 500 17TH STREET | MIAMI BEACH | FL | 33139 | ||||||
| RED LINE PRODUCTIONS | |||||||||||||
| BARBICAN CENTER SILK STREET | LONDON | UK | NONE | I | PROFESSIONAL PERFORMANCE GRANT | $30,000 | |||||||
| SEATTLE COLLABORATIVE ORCHESTRA | |||||||||||||
| NONE | PC | PROFESSIONAL PERFORMANCE | $6,000 | 11743 19TH AVENUE NE | SEATTLE | WA | 98125 | ||||||
| STEPHEN HINTON | |||||||||||||
| NONE | I | PUBLICATION ASSISTANCE | $11,600 | 715 ALVARADO ROW | STANFORD | CA | 94305 | ||||||
| SYDNEY CONSERVATORIUM OF MUSIC | |||||||||||||
| UNIVERSITY OF SYDNEY 1 CONSERVATORI | SYDNEY NSW | AS | NONE | FOREIGN EQUIVALENT | UNIVERSITY PERFORMANCE: DOWN IN THE VALLEY | $5,000 | M ROAD | ||||||
| VOLKSOPER WIEN GMBH | |||||||||||||
| WAEHRINGER STRASSE 78 | WIEN | AU | NONE | I | PROFESSIONAL PERFORMANCE GRANT | $40,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $221,600 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,034,228 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $903,640 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $598,802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,536,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,536,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBA PAYCHECK PROTECTION PROGRAM | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 3RD STREET SW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,362 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONDON O'MEARA MCGINTY & DONNELLY LLP - AUDIT AND TAX SERVICES | CategoryTxt |
| Amt | $19,900 | Amt |
| Net Investment Income | $1,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,910 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE FOUNDATION IS EXCLUDINGFROM ITS MINIMUM INVESTMENT RETURN CALCULATION A TOTAL OF $1,015,122 IN CASHDEEMED HELD FOR CHARITABLE ACTIVITIES. THE FOUNDATION'S NONCHARITABLE ASSETSAMOUNTED TO $40,604,871; THEREFORE THE 1.5% SAFE-HARBOR YIELDS AN EXCLUSION OF$609,073. THE INCREASED 2.5% YIELDS A REDUCTION IN THE FOUNDATION'S REQUIREDDISTRIBUTION OF $20,303. THE FOUNDATION RELIES PRIMARILY ON ROYALTY INCOMEGENERATED FROM MUSICAL COPYRIGHTS TO FUND OPERATIONS. THE EFFECTS OF COVID-19HAVE HAD A SUBSTANTIAL NEGATIVE IMPACT ON THE FOUNDATION'S INCOME. IN ORDER TOFUND CURRENT ADMINISTRATIVE AND OPERATING EXPENSES DIRECTLY CONNECTED WITH THEFOUNDATION'S CHARITABLE ACTIVITIES, THE FOUNDATION MUST UTILIZE MORE THAN 1.5%OF THE FMV OF ITS NONCHARITABLE ASSETS TO SUPPLEMENT ITS REDUCED INCOME. | ShortExplanationTxt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ORCHESTRA OF THE MUSIC MAKERS | ||||||||||
| 91 HILLVIEW AVENUE 05-20 | SINGAPORE | SN | 2021-03-05 | $10,000 | AMATEUR PERFORMANCE OF SYMPHONY NO. 2 | TO KNOWLEDGE OF FOUNDATION, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE | 12/7/21 | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ||
| TEATRO ALL SCALA | ||||||||||
| VIA FILODRAMMATICI 2 | MILAN | IT | 2021-03-05 | $50,000 | PROFESSIONAL PERFORMANCE GRANT - DIE SIEBEN TODSUENDEN/MAHAGONNY SONGSPIEL | TO KNOWLEDGE OF FOUNDATION, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE | 12/6/21 | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ITALY | 20121 |
| UNIVERSITY OF TORINO | ||||||||||
| DEPT OF HUMANITIES VIA MANTOVA 19 | TORINO | IT | 2020-01-01 | $4,000 | WEILL SYMPOSIUM | TO KNOWLEDGE OF FOUNDATION, NO GRANTEE DIVERSION OF FUNDS FROM GRANT PURPOSE | 10/13/21 | THE FOUNDATION HAD NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS RECEIVED, THEREFORE NO INDEPENDENT VERIFICATION IS REQUIRED TO BE UNDERTAKEN. | ITALY | 10153 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (50 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $52,355 | $52,355 |
| VIRGINIA ELECTRIC AND POWER CO | $60,678 | $60,678 |
| CHEVRON CORP | $55,858 | $55,858 |
| US BANCORP | $47,825 | $47,825 |
| AMERICAN AIRLINES 2016-3 CLASS APASS THROUGH TRUST | $40,662 | $40,662 |
| PNC FINANCIAL SERVICES GROUP INC/THE | $81,120 | $81,120 |
| AMAZON COM INC | $53,630 | $53,630 |
| UNITEDHEALTH GROUP INC NOTE M/W CLBL 2.875% 03/15/2023 | $51,278 | $51,278 |
| PUBLIC STORAGE | $30,284 | $30,284 |
| AT&T INC | $56,936 | $56,936 |
| TOLL BROTHERS FINANCE CORP | $67,986 | $67,986 |
| BANK OF AMERICA CORP FXD TO 01 2027 VAR THRAFTR | $82,547 | $82,547 |
| BANK OF AMERICA CORPORATION | $66,937 | $66,937 |
| SCHLUMBERGER INVESTMENT SA | $87,219 | $87,219 |
| BANK OF NEW YORK MELLON CORP/THE | $49,278 | $49,278 |
| TARGET CORP | $50,041 | $50,041 |
| BERKSHIRE HATHAWAY INC | $66,372 | $66,372 |
| STATE STREET CORPORATION | $51,543 | $51,543 |
| SPIRIT AIRLINES PASS THROUGH TRUST 2015-1A | $41,223 | $41,223 |
| PUBLIC STORAGE | $65,020 | $65,020 |
| APPLE INC | $115,315 | $115,315 |
| CHARTER COMMUNICATIONS OPERATI NGLLC / CHARTER COMMUNICATION | $44,309 | $44,309 |
| PROGRESSIVE CORP/THE | $57,169 | $57,169 |
| PUBLIC SERVICE COOF NEW HAMPSHIRE | $30,111 | $30,111 |
| UNITED AIRLINES 2012-1 CLASS APASS THROUGH TRUST | $36,500 | $36,500 |
| FIFTH THIRD BANCORP | $62,866 | $62,866 |
| FNMA PASS-THRU I | $829 | $829 |
| FNMA PASS-THRU I | $477 | $477 |
| FORD MOTOR CO | $54,676 | $54,676 |
| FED NATIONAL MTG ASSN | $177,306 | $177,306 |
| HALLIBURTON CO | $64,530 | $64,530 |
| FEDERAL HOME LOAN BANKS | $2,832 | $2,832 |
| GOLDMAN SACHS GROUP INC | $55,165 | $55,165 |
| GENERAL DYNAMICS CORP | $88,827 | $88,827 |
| PFIZER INC | $44,286 | $44,286 |
| EXXON MOBIL CORPORATION | $52,008 | $52,008 |
| JPMORGAN CHASE & COFXD TO022031 VAR THRAFTR 1.9530% | $24,306 | $24,306 |
| JPMORGAN CHASE & CO | $60,705 | $60,705 |
| EXXON MOBIL CORP | $67,324 | $67,324 |
| CITIGROUP INC | $68,918 | $68,918 |
| PEPSICO INC | $48,554 | $48,554 |
| ORACLE CORP | $50,994 | $50,994 |
| NSTAR ELECTRIC CO | $64,308 | $64,308 |
| FHLMC WLST 2015-SC01 | $1,122 | $1,122 |
| CROWN CASTLE INTERNATIONAL CORP | $92,406 | $92,406 |
| MERCK & CO INC | $57,531 | $57,531 |
| DUPONT DE NEMOURS INC | $66,327 | $66,327 |
| MARTIN MARIETTA MATERIALS INC | $86,216 | $86,216 |
| FED HOME LOAN MTG CORP | $46,302 | $46,302 |
| HORMEL FOODS CORP | $78,605 | $78,605 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (240 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MASTERCARD INC -A- (MA) | $48,508 | $48,508 |
| MASIMO CORP (MASI) | $73,195 | $73,195 |
| LANDSTAR SYSTEM INC (LSTR) | $10,204 | $10,204 |
| LAB CORP AMER HLDGS (LH) | $157,105 | $157,105 |
| MAXLINEAR INC CLASS A(MXL) | $12,666 | $12,666 |
| KORN FERRY (KFY) | $12,495 | $12,495 |
| KKR & CO INC CL A(KKR) | $14,602 | $14,602 |
| KIMBERLY CLARK CORP (KMB) | $19,151 | $19,151 |
| MARSH & MCLENNAN COS INC (MMC) | $33,373 | $33,373 |
| MARRIOTT INTL INC NEWCL A(MAR) | $18,011 | $18,011 |
| LOCKHEED MARTIN CORP (LMT) | $16,704 | $16,704 |
| LOOMIS SAYLES STRATEGIC INC Y(NEZYX) | $647,505 | $647,505 |
| LOWES COMPANIES INC (LOW) | $30,759 | $30,759 |
| LOWES COS INC (LOW) | $38,255 | $38,255 |
| LIVE OAK BANCSHARES INC (LOB) | $14,665 | $14,665 |
| MANHATTAN ASSOC INC (MANH) | $15,394 | $15,394 |
| MANPOWER GROUP INC COM (MAN) | $6,326 | $6,326 |
| MARKETAXESS HLDGS INC (MKTX) | $88,423 | $88,423 |
| LULULEMON ATHLETICA INC (LULU) | $66,547 | $66,547 |
| NATIXIS OAKMARK INTL Y(NOIYX) | $774,052 | $774,052 |
| NCR CORPORATION (NCR) | $16,763 | $16,763 |
| NESTLE SPON ADR REP REGSHR (NSRGY) | $48,287 | $48,287 |
| NETFLIX INC (NFLX) | $40,363 | $40,363 |
| NEWELL BRANDS INC (NWL) | $17,865 | $17,865 |
| NIKE INC CL B (NKE) | $68,335 | $68,335 |
| NORTHROP GRUMMAN CP(HLDGCO) (NOC) | $46,835 | $46,835 |
| NVIDIA CORPORATION (NVDA) | $104,703 | $104,703 |
| NXP SEMICONDUCTORS NV (NXPI) | $25,967 | $25,967 |
| MCKESSON CORP (MCK) | $28,088 | $28,088 |
| NATIONAL VISION HOLDINGS INC (EYE) | $6,191 | $6,191 |
| NASDAQ INC COM (NDAQ) | $30,871 | $30,871 |
| MEDTRONIC PLC SHS (MDT) | $32,690 | $32,690 |
| MERCK & CO INC NEWCOM (MRK) | $36,327 | $36,327 |
| MERIT MED SYST (MMSI) | $18,005 | $18,005 |
| MERITAGE HOME CORPORATION (MTH) | $10,131 | $10,131 |
| MFS INTERNATIONAL GROWTH FD (MQGIX) | $986,475 | $986,475 |
| MICROSOFT CORP (MSFT) | $302,688 | $302,688 |
| MODIVCARE INC (MODV) | $4,894 | $4,894 |
| MORGAN STANLEY (MS) | $49,473 | $49,473 |
| MURPHY OIL CORP (MUR) | $21,436 | $21,436 |
| KEMPER CORP DEL COM (KMPR) | $8,466 | $8,466 |
| JPMORGAN MID CAP VALUE I (JMVSX) | $709,426 | $709,426 |
| HEICO CORP (HEI) | $89,128 | $89,128 |
| HENRY SCHEIN INC (HSIC) | $7,443 | $7,443 |
| HOME DEPOT INC (HD) | $41,916 | $41,916 |
| HONEYWELL INTL INC (HON) | $42,745 | $42,745 |
| HANNON ARMSTRONGSUS INFRA CAP (HASI) | $5,312 | $5,312 |
| ILL TOOL WORKS INC (ITW) | $38,748 | $38,748 |
| INFINERA CORP (INFN) | $8,276 | $8,276 |
| GREEN PLAINS RENEWABLE ENERGY(GPRE) | $18,214 | $18,214 |
| GOPRO INC CL A(GPRO) | $16,372 | $16,372 |
| FIRST SOLAR INC COM (FSLR) | $8,106 | $8,106 |
| FISERV INC (FISV) | $67,671 | $67,671 |
| FLOOR & DECOR HLDGS INC CL-A (FND) | $8,971 | $8,971 |
| GEVO INC (GEVO) | $4,622 | $4,622 |
| GMS INC COM (GMS) | $11,601 | $11,601 |
| GOLDMAN SACHS INT SMCP INSGH I (GICIX) | $226,813 | $226,813 |
| INNOVIVA, INC. (INVA) | $9,936 | $9,936 |
| INSIGHT ENTERPRISES INC (NSIT) | $13,858 | $13,858 |
| JABIL CIRCUIT INC (JBL) | $20,331 | $20,331 |
| JANUS HENDERSON GLB EQ INC I (HFQIX) | $514,371 | $514,371 |
| JANUS HENDERSON GROUP (JHG) | $5,326 | $5,326 |
| JOHNSON & JOHNSON (JNJ) | $63,638 | $63,638 |
| JONES LANGLASALLE INC (JLL) | $8,619 | $8,619 |
| OGE ENERGY CORPORATION (OGE) | $30,243 | $30,243 |
| JP MORGAN CHASE & CO (JPM) | $221,690 | $221,690 |
| JPMORGAN CHASE & CO (JPM | $68,407 | $68,407 |
| ISHARES RUSSELL MID-CAP VAL (IWS) | $2,528,983 | $2,528,983 |
| ISHARES RUSSELL MID-CAP GRO (IWP) | $2,431,142 | $2,431,142 |
| ISHARES RUSSELL 2000 ETF | $531,878 | $531,878 |
| INTUIT (INTU) | $90,051 | $90,051 |
| INTUITIVE SURGICAL INC (ISRG) | $150,906 | $150,906 |
| INVESCO DEVELOPING MKTS Y(ODVYX) | $777,466 | $777,466 |
| INVESCO EMERGMKTS INNOV Y(EMIYX) | $189,677 | $189,677 |
| IQVIA HOLDINGS INC (IQV) | $56,428 | $56,428 |
| IROBOT (IRBT) | $6,259 | $6,259 |
| ISHARES CORE S&P 500 ETF | $4,075,403 | $4,075,403 |
| ONE MAIN HOLDINGS, INC. (OMF) | $4,554 | $4,554 |
| PATTERSON -UTI ENERGYINC (PTEN) | $5,788 | $5,788 |
| TRAVEL PLUS LEISURE CO (TNL) | $15,697 | $15,697 |
| TRONOX HOLDINGS PLC(TROX) | $13,192 | $13,192 |
| TRANE TECHNOLOGIES PLC(TT) | $19,799 | $19,799 |
| TWILIO INC CL A (TWLO) | $211,989 | $211,989 |
| TYLER TECH INC (TYL) | $110,818 | $110,818 |
| ULTA BEAUTY INC (ULTA) | $98,962 | $98,962 |
| ULTRAGENYX PHARMACEUTICAL INC (RARE) | $6,727 | $6,727 |
| UNDER ARMOUR INC CL A(UAA) | $6,103 | $6,103 |
| TJX COS INC (TJX) | $26,572 | $26,572 |
| THERMOFISHER SCIENTIFIC (TMO) | $41,369 | $41,369 |
| STANLEY BLACK & DECKER INC (SWK) | $36,781 | $36,781 |
| STEEL DYNAMICS INC (STLD) | $28,925 | $28,925 |
| TAIWAN SEMICONDUCTOR MANUFA (TSM) | $106,234 | $106,234 |
| TERADATA CORP (TDC) | $14,695 | $14,695 |
| TEXAS INSTRUMENTS (TXN) | $44,290 | $44,290 |
| THE MOSAIC COMPANY (MOS) | $9,901 | $9,901 |
| THE TRADE DESK INC - A (TTD) | $137,460 | $137,460 |
| UNION PACIFIC CORP (UNP) | $48,874 | $48,874 |
| UNITED NAT FOODS INC (UNFI) | $30,233 | $30,233 |
| VISA INC (V) | $47,893 | $47,893 |
| VOYA FINL INC (VOYA) | $20,755 | $20,755 |
| WALKER & DUNLOP INC (WD) | $11,467 | $11,467 |
| WELLTOWER INC (WELL) | $24,359 | $24,359 |
| WESCO INTL INC (WCC) | $25,002 | $25,002 |
| WESTERN ALLIANCE BANCORP (WAL) | $6,567 | $6,567 |
| WORLD WRESTLING ENTMNT (WWE) | $23,140 | $23,140 |
| VIRTUS KAR SM-CAP VALUE I (PXQSX) | $517,674 | $517,674 |
| UNITEDHEALTH GRP INC (UNH) | $150,642 | $150,642 |
| UNITI GROUP INC (UNIT) | $7,369 | $7,369 |
| US FOODS HOLDING CORP (USFD) | $19,958 | $19,958 |
| VANGUARD INTERMEDIATE-TERM (BIV) | $1,331,824 | $1,331,824 |
| VANGUARD SHORT-TERM BOND ET (BSV) | $1,366,027 | $1,366,027 |
| VANGUARD VALUE ETF (VTV) | $2,521,465 | $2,521,465 |
| VEEVA SYSTEMS INC CL A (VEEV) | $88,141 | $88,141 |
| VIRTU FINANCIAL INC (VIRT) | $10,869 | $10,869 |
| SPS COMMERCE INC COM (SPSC) | $9,253 | $9,253 |
| SPECTRUM BRANDS HLDGS INC (SPB) | $9,765 | $9,765 |
| PIMCO INCOME I2 (PONPX) | $1,045,355 | $1,045,355 |
| PIMCO SHORT TERM I2 (PTSPX) | $523,425 | $523,425 |
| PINNACLE WEST CAPITAL CORP (PNW) | $18,142 | $18,142 |
| PIONEER NATURAL RESOURCES CO (PXD) | $10,913 | $10,913 |
| POLEN GROWTH INSTITUTIONAL (POLIX) | $1,684,004 | $1,684,004 |
| PPG INDUSTRIES INC (PPG) | $29,142 | $29,142 |
| PREMIER INC CL A(PINC) | $13,668 | $13,668 |
| PNC FINL SVCS GP (PNC) | $24,463 | $24,463 |
| PERRIGOCOLTD (PRGO) | $17,855 | $17,855 |
| OVINTIV INC (OVV) | $29,218 | $29,218 |
| PACIRA BIOSCIENCES (PCRX) | $10,530 | $10,530 |
| FIRST AMERICAN FINL CORP (FAF) | $12,751 | $12,751 |
| PAYCOM SOFTWARE INC (PAYC) | $94,663 | $94,663 |
| PAYPAL HOLDINGS INC (PYPL) | $34,887 | $34,887 |
| PDC ENERGYINC COM (PDCE) | $18,634 | $18,634 |
| PENNYMAC FINL SVCS INC (PFSI) | $9,002 | $9,002 |
| PEPSICO INC NC (PEP) | $19,803 | $19,803 |
| PERKIN ELMER INC (PKI) | $19,302 | $19,302 |
| PROCTER & GAMBLE CO (PG) | $146,077 | $146,077 |
| PROGRESS SOFTWARE (PRGS) | $11,054 | $11,054 |
| PROGRESSIVE CORP OHIO (PGR) | $44,037 | $44,037 |
| SALESFORCE.COM INC (CRM) | $93,774 | $93,774 |
| SANGAMO THERAPEUTICS INC (SGMO) | $5,205 | $5,205 |
| SCHNITZER STEEL A(SCHN) | $11,630 | $11,630 |
| SELECT MEDICAL HLDGS CP (SEM) | $8,467 | $8,467 |
| SERVICENOW INC (NOW) | $65,560 | $65,560 |
| SINCLAIR BROADCAST GP CL A(SBGI) | $6,079 | $6,079 |
| SKYLINE CORP (SKY) | $5,055 | $5,055 |
| SLM CORPORATION (SLM) | $31,570 | $31,570 |
| SM ENERGY COMPANY (SM) | $21,402 | $21,402 |
| SOUTHERN CO (SO) | $47,320 | $47,320 |
| SPROUTS FARMERS MARKET INC (SFM) | $28,879 | $28,879 |
| QIAGEN NV (QGEN) | $11,227 | $11,227 |
| QUALYS INC COM (QLYS) | $9,057 | $9,057 |
| QUEST DIAGNOSTICS INC (DGX) | $78,201 | $78,201 |
| RAMBUS INC (DEL) (RMBS) | $11,609 | $11,609 |
| REALOGY HOLDINGS CORP (RLGY) | $11,280 | $11,280 |
| REINSURANCE GROUP OF AMERICA (RGA) | $14,015 | $14,015 |
| RH (RH) | $85,750 | $85,750 |
| FIDELITY NATL INFORMATION SE (FIS) | $17,137 | $17,137 |
| CENTURY ALUMINUM CO (CENX) | $7,485 | $7,485 |
| FASTENAL CO (FAST) | $100,126 | $100,126 |
| EVOQUA WATER TECHNOLOGIES CORP (AQUA) | $30,668 | $30,668 |
| EVERCORE INC CLASS A(EVR) | $22,959 | $22,959 |
| ENTEGRIS INC (ENTG) | $23,974 | $23,974 |
| ENCORE CAP GRP INC (ECPG) | $9,379 | $9,379 |
| ENCOMPASS HEALTH CORP (EHC) | $18,664 | $18,664 |
| ECOLAB INC (ECL) | $75,303 | $75,303 |
| EATON CORP PLC SHS (ETN) | $38,193 | $38,193 |
| CERNER CORP (CERN) | $50,150 | $50,150 |
| EASTMAN KODAK COMPANY (KODK) | $3,505 | $3,505 |
| DYNAVAX TECHNOLOGIES CORP (DVAX) | $6,346 | $6,346 |
| DUPONT DE NEMOURS INC (DD) | $32,554 | $32,554 |
| CAVCO INDUSTRIES INC (CVCO) | $7,624 | $7,624 |
| CARS COM INC (CARS) | $5,664 | $5,664 |
| BLACKROCK INC (BLK) | $21,973 | $21,973 |
| BLACKROCK INC CL A (BLK) | $73,245 | $73,245 |
| BLACKROCK STRATEGIC INC OPP I (BSIIX) | $1,466,613 | $1,466,613 |
| BLOCK INC CL A (SQ) | $50,068 | $50,068 |
| BOISE CASCADE LLC (BCC) | $9,398 | $9,398 |
| BOSTON SCIENTIFIC CORP (BSX) | $20,815 | $20,815 |
| BOX, INC. CL A (BOX) | $16,919 | $16,919 |
| BRIGHT HORIZONS FAMILY SOLUT (BFAM) | $14,854 | $14,854 |
| BRUKER CORPORATION (BRKR) | $26,683 | $26,683 |
| BUILDERS FIRST SOURCE INC (BLDR) | $21,342 | $21,342 |
| BUNGE LTD (BG) | $9,149 | $9,149 |
| CADENCE BANK (CADE) | $5,869 | $5,869 |
| CALLON PETE CODEL (CPE) | $8,600 | $8,600 |
| CARDIOVASCULAR SYSTEMS INC (CSII) | $4,113 | $4,113 |
| CATALENT INC (CTLT) | $21,381 | $21,381 |
| DUKE ENERGY CORPORATION (DUK) | $45,736 | $45,736 |
| DOUGLAS EMMETT INC (DEI) | $7,605 | $7,605 |
| COMCAST CORP (NEW) CLASS A(CMCSA) | $60,195 | $60,195 |
| COLUMBIA SPORTSWEAR CO (COLM) | $9,744 | $9,744 |
| COLGATE PALMOLIVE CO (CL) | $23,554 | $23,554 |
| COEUR D'ALENE MINES COR IDAHO (CDE) | $5,524 | $5,524 |
| CME GROUP INC (CME) | $83,388 | $83,388 |
| CLOUDFLARE INC CL A (NET) | $62,463 | $62,463 |
| CLEARWAY ENERGY INC CL C(CWEN) | $13,619 | $13,619 |
| CLEAN ENERGY FUELS CORP (CLNE) | $3,733 | $3,733 |
| CITIGROUP INC NEW | $42,273 | $42,273 |
| CIGNA CORP (CI) | $50,519 | $50,519 |
| CHOICE HOTELS INTL INC NEW (CHH) | $10,139 | $10,139 |
| CONOCOPHILLIPS (COP) | $21,365 | $21,365 |
| CONSTELLIUM SE CL A(CSTM) | $5,731 | $5,731 |
| CHEMOURS COCOM (CC) | $22,653 | $22,653 |
| DOMO INC COM CL B (DOMO) | $5,059 | $5,059 |
| DOMINION ENERGYINC (D) | $27,182 | $27,182 |
| DOMINI IMPACT INTL EQY (DOMYX) | $546,205 | $546,205 |
| DISCOVER FINANCIAL SERVICES (DFS) | $60,207 | $60,207 |
| BLACKROCK HEALTH SCIENCE OPP I (SHSSX) | $1,125,641 | $1,125,641 |
| DIAGEOPLC SPON ADR NEW (DEO) | $21,133 | $21,133 |
| DARLING INGREDIENTS INC (DAR) | $7,137 | $7,137 |
| DANAHER CORPORATION (DHR) | $28,295 | $28,295 |
| CYRUSONE INC (CONE) | $29,518 | $29,518 |
| CUSHMAN & WAKEFIELD PLC(CWK) | $14,189 | $14,189 |
| CHEFS' WAREHOUSE INC COM (CHEF) | $13,919 | $13,919 |
| COSTAR GRP INC (CSGP) | $79,030 | $79,030 |
| CORCEPT THERAPEUTICS INC (CORT) | $6,534 | $6,534 |
| CHUBB LTD (CB) | $121,205 | $121,205 |
| ALASKA AIR GROUP INCORPORATED (ALK) | $17,037 | $17,037 |
| ARROW ELECTRONICS (ARW) | $13,024 | $13,024 |
| AMYRIS INC (AMRS) | $4,582 | $4,582 |
| APPLE INC (AAPL) | $53,981 | $53,981 |
| ALLEGION PUB LTD CO (ALLE) | $16,820 | $16,820 |
| ALPHABET INC-CL A (GOOGL) | $170,925 | $170,925 |
| AMAZON COM INC (AMZN) | $113,368 | $113,368 |
| ANTERO MIDSTREAM CORP (AM) | $13,649 | $13,649 |
| ANTHEM INC (ANTM) | $90,854 | $90,854 |
| AON PLC CL A(AON) | $47,488 | $47,488 |
| ATHENE HOLDING LTD CLASS A (ATH) | $27,499 | $27,499 |
| AMERICAN TOWER CORPORATION (AMT) | $78,098 | $78,098 |
| AMERICAN EXPRESS CO | $26,012 | $26,012 |
| ATRICURE INC COM (ATRC) | $4,659 | $4,659 |
| BERKSHIRE HATHAWAY INC CL B (BRK.B) | $119,600 | $119,600 |
| ACAP STRATEGIC INTERVAL COMMON | $1,126,098 | $1,126,098 |
| ACCENTURE PLC IRELAND CL A | $50,161 | $50,161 |
| ACUITY BRANDS INC (AYI) | $15,032 | $15,032 |
| AMN HEALTHCARE SVCS INC (AMN) | $19,817 | $19,817 |
| BANK OF AMERICA CORP (BAC) | $88,980 | $88,980 |
| ADIENT PLC COM (ADNT) | $7,421 | $7,421 |
| ADVANCED DRAIN SYS INC (WMS) | $13,477 | $13,477 |
| AUTODESK INC (ADSK) | $53,426 | $53,426 |
| BADGER METER INC (BMI) | $25,679 | $25,679 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $966,186 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $966,186 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE BREIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $589,663 | BookValueAmt |
| EOYFMV | $589,663 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $100,000 | $0 | $100,000 | $100,000 |
| CONDOMINIUM | $422,702 | $422,702 | $0 | |
| FURNITURE AND EQUIPMENT | $161,964 | $72,647 | $89,317 | $89,317 |
| IMPROVEMENTS | $120,095 | $120,095 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATE AND LEGAL SOLUTIONS (CSC) | CategoryTxt |
| Legal Fees | $498 | LegalFeesAmt |
| Net Investment Income | $498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUSIC COPYRIGHTS, NET | $75,632 | $70,197 | $70,197 |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST | $645,047 | $745,201 | $745,201 |
| INTEREST AND DIVIDENDS RECEIVABLE | $14,487 | $10,801 | $10,801 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED FEDERAL EXCISE TAX EXPENSE | Desc |
| Amt | $36,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LENYA COMPETITION ADMINISTRATION | $62,101 | $0 | $62,101 |
| GRANTS ADMINISTRATION | $5,895 | $0 | $5,895 |
| INSURANCE | $9,580 | $203 | $19,956 |
| OFFICE | $24,452 | $52 | $24,687 |
| MISCELLANEOUS | $6,068 | $0 | $13,229 |
| COPYRIGHTS AMORTIZATION | $5,435 | $0 | $5,435 |
| BANK CHARGES AND OTHER TAXES | $669 | $0 | $669 |
| ARCHIVE EXPENSES | $11,987 | $0 | $11,987 |
| KURT WEILL EDITION | $13,798 | $0 | $14,698 |
| LOTTE LENYA COMPETITION SONGBOOK | $19,056 | $0 | $19,056 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $598,802 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $598,802 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $598,802 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $2,555,567 |
| UNREALIZED GAIN ON BENEFICIAL INTEREST IN CHARITABLE REMAINDER UNITRUST | $100,154 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEF. FED. EXCISE TAX | $129,000 | $165,000 |
| PAYROLL PROTECTION PLAN LOAN PAYABLE | $100,362 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY - INVESTMENT MGMT FEES | $96,779 | $96,779 | $0 |
| TD AMERITRADE- INVESTMENT MGMT FEES | $69,579 | $69,579 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $32,795 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $1,140 | $1,140 | $0 |