JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC (EIN 20-1499861)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349103408
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201499861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Joan Cullman Foundation for the | BusinessNameLine1Txt |
| Business Name Line2 | arts Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL TRIESMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | TRIESMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $7,943,533 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,631,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,867 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $425,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $70,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,290 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,593 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $353,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $152,844 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,751 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $752,302 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $620,347 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $619,446 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,532,079 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,773,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,236,336 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,437,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,481,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,943,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,437,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,481,759 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,437,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,481,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,437,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,481,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,437,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,534 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,481,759 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,481,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,631,762 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,286,895 | CostOrOtherBasisAmt |
| Gain Or Loss | $344,867 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $344,867 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,867 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,913 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,913 | SubtotalAmt |
| Tax Based On Investment Income | $4,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,613 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,913 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael Cardozo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, VP | 1.0 | $0 | $0 | $0 |
| Blair Rosenfeld | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Joel Treisman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Klingenstein Fields Wealth Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 park ave ste 1700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100175529 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $70,290 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,293,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,460,752 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,460,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,348,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $367,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $367,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,913 | TotalTaxAmt |
| Distributable Before Adj | $362,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $362,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $362,529 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $306,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,529 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $45,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $306,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $306,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,159 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,159 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $10,720 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY 8TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $7,500 |
| CELEBRATE THE BEAT | |||||||
| 3087 TEJON ST | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $12,500 |
| DANCE CONTINUUM INC | |||||||
| 348 W 57TH ST 256 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $7,500 |
| DANSPACE PROJECT INC | |||||||
| 131 EAST 10TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 |
| DC WHEEL PRODUCTIONS INC | |||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $15,000 |
| DISCALCED INC | |||||||
| 3 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $7,500 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | General & Unrestricted | $7,500 |
| GINA GIBNEY DANCE INC | |||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $15,000 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $13,000 |
| HARLEM STAGE INC | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $10,000 |
| HOME FOR CONTEMPORARY THEATRE AND ART LTD | |||||||
| 145 6TH AVE | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $7,500 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 79 ESSEX ST | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $10,000 |
| JACOB BURNS FILM CENTER INC | |||||||
| 405 MANVILLE RD 3RD FL | PLEASANTVILLE | NY | 10570 | N/A | PC | General & Unrestricted | $3,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $7,500 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVE | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | N/A | PC | General & Unrestricted | $7,000 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC | |||||||
| 391 E WASHINGTON AVE | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $3,000 |
| NEW YORK LIVE ARTS INC | |||||||
| 219 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $7,500 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $7,500 |
| PLAYWRIGHTS HORIZONS INC | |||||||
| 416 WEST 42ND ST 3RD FLOOR | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $10,000 |
| PUBLIC ART FUND INC | |||||||
| 1 E 53RD ST FL 12 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $10,000 |
| SIGNATURE THEATRE COMPANY | |||||||
| 480 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $7,500 |
| ST ANN'S WAREHOUSE | |||||||
| 45 WATER ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $15,000 |
| STEPHEN PETRONIO DANCE COMPANY INC | |||||||
| 140 2ND AVE STE 504 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $7,500 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $3,000 |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 7TH AVENUE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | Entertainment Assistance Program | $25,000 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $15,000 |
| VIVIAN BEAUMONT THEATER INC | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $15,000 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $10,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $344,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $425,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $425,371 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $55,748 | $124,555 |
| ADOBE SYSTEMS, INC | $121,074 | $192,800 |
| ALPHABET INC CL C | $96,017 | $381,955 |
| AMAZON COM | $161,594 | $250,076 |
| AMERICAN TOWER REIT INC | $54,373 | $67,275 |
| APPLE INC | $162,657 | $356,028 |
| BERKSHIRE HATHAWAY INC. CLASS | $18,475 | $112,125 |
| BROADCOM INC | $73,671 | $286,126 |
| BROOKFIELD ASSET MANAGEMENT CL | $140,907 | $226,425 |
| BROOKFIELD RENEWABLE CORP CL A | $65,649 | $69,056 |
| CHUBB LIMITED | $40,668 | $74,424 |
| COMCAST CORP | $114,520 | $166,592 |
| CONSTELLATION BRANDS INC | $111,367 | $165,640 |
| COSTCO WHOLESALE CORPORATION | $57,093 | $107,863 |
| CVS CAREMARK CORP | $141,259 | $193,941 |
| DANAHER CORP | $52,713 | $141,474 |
| DU PONT DE NEMOURS | $128,710 | $126,017 |
| EATON CORP PLC | $106,911 | $133,071 |
| FACEBOOK INC | $74,569 | $169,857 |
| FIDELITY NATIONAL INFORMATION | $113,671 | $124,431 |
| FORTIVE CORPORATION | $66,217 | $109,858 |
| GOLDMAN SACHS GROUP | $82,097 | $153,020 |
| HOME DEPOT INC | $74,844 | $182,604 |
| HONEYWELL INTL | $45,873 | $88,617 |
| JOHNSON & JOHNSON | $69,440 | $91,522 |
| JP MORGAN CHASE | $102,938 | $185,270 |
| MASTERCARD INC | $32,621 | $36,291 |
| MERCK & CO INC | $79,810 | $107,679 |
| MICROSOFT CORP | $106,911 | $339,683 |
| MONDELEZ INTERNATIONAL INC | $75,643 | $145,219 |
| NIKE INC-CL B | $59,282 | $105,835 |
| NXP SEMICONDUCTORS | $46,278 | $149,196 |
| PALANTIR TECHNOLOGIES INC | $66,755 | $46,090 |
| PALO ALTO NETWORKS INC | $92,460 | $373,029 |
| PAYPAL HOLDINGS, INC | $25,408 | $56,574 |
| PEPSICO INC | $95,591 | $172,841 |
| PROLOGIS | $88,341 | $223,077 |
| RAYTHEON TECHNOLOGIES CORP | $78,871 | $125,562 |
| SALESFORCE.COM | $54,039 | $101,652 |
| SNOWFLAKE INC | $53,354 | $45,393 |
| SPDR S&P 500 ETF TRUST | $33,593 | $35,622 |
| STARBUCKS CORP COM | $63,437 | $86,558 |
| STRYKER CORPORATION | $105,916 | $156,441 |
| THERMO FISHER SCIENTIFIC INC | $44,653 | $206,844 |
| UNION PACIFIC | $49,366 | $139,821 |
| UNITED PARCEL SERVICE | $59,137 | $117,887 |
| VISA INC | $33,773 | $37,274 |
| WALT DISNEY HOLDINGS CO | $95,367 | $147,146 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $620,347 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $619,446 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $14,900 | $14,900 | |
| Bank Charges | $4 | $4 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $70,290 | Amt |
| Net Investment Income | $70,290 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $2,300 | |
| Foreign Tax Paid | $1,593 | $1,593 |