JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC (EIN 20-1499861)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202142879349101009
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T08:31:16-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 H TREISMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL H | PersonFirstNm |
| Person Last | TREISMAN | 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 | 2020 | 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 | $6,763,644 | 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 | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,936,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,340 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,181 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $53,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,706 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,017 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $417 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,267 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $331,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $331,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $346,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$277,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,844 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,844 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $749,069 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $752,302 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $752,416 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,922,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,532,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,858,384 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,714,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,437,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,763,644 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,714,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,437,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,714,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,437,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,714,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,437,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,714,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$277,309 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,437,225 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,437,225 | 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 | $1,936,172 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,905,832 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,340 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,340 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,340 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $972 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $972 | SubtotalAmt |
| Tax Based On Investment Income | $972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,630 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,630 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,658 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
| Refund | $1,658 | RefundAmt |
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 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 | $53,706 | 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 | $5,869,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,052,948 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,052,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,962,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $972 | TotalTaxAmt |
| Distributable Before Adj | $297,136 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $297,136 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $297,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $346,650 | 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 | $346,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $346,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,355 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $346,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,355 | AppliedToYear1Amt |
| Applied To Current Year | $297,136 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,159 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,159 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $45,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $45,159 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 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 |
| COMMUNITY FUNDS INC | |||||||
| 909 3RD AVE 22ND FL | NEW YORK | NY | 10022 | N/A | PC | Emergency Response Fund | $10,000 |
| DANCE CONTINUUM INC | |||||||
| 348 W 57TH ST 256 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $7,500 |
| DANCE SERVICE NEW YORK CITY INC | |||||||
| 218 E 18TH ST | NEW YORK | NY | 10003 | N/A | PC | Dance Relief Fund | $10,000 |
| DANSPACE PROJECT INC | |||||||
| 131 E 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 | 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 W 42ND ST | 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 | |||||||
| 2011 OSTWOOD TER | UNION | NJ | 07083 | 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 AVE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | Entertainment Assistance Program | $25,000 |
| THE DRAMATISTS GUILD FUND INC | |||||||
| PO BOX 2700 | NEW YORK | NY | 10108 | N/A | PC | Emergency Relief | $10,000 |
| THE NEW YORK COMMUNITY TRUST | |||||||
| 909 3RD AVE 22ND FL | NEW YORK | NY | 10022 | N/A | PC | Mosaic Network & Fund | $10,000 |
| 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 | Open Stages program | $15,000 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 75 GRASSLANDS RD | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $10,000 |
| WNET | |||||||
| 825 8TH AVE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $331,500 | 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 | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,791 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,340 | 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 | $124,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,181 | 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 (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $55,748 | $96,899 |
| ADOBE SYSTEMS, INC | $121,074 | $170,041 |
| ALPHABET INC CL C | $96,017 | $231,248 |
| AMAZON COM | $161,594 | $244,270 |
| AMERICAN TOWER REIT INC | $54,373 | $51,626 |
| APPLE INC | $162,657 | $266,043 |
| BERKSHIRE HATHAWAY INC. CLASS | $35,718 | $168,106 |
| BROADCOM INC | $73,671 | $188,276 |
| BROOKFIELD ASSET MANAGEMENT CL | $140,907 | $154,763 |
| BROOKFIELD RENEWABLE CORP CL A | $65,649 | $109,256 |
| CHUBB LIMITED | $40,668 | $59,259 |
| COMCAST CORP | $114,520 | $173,444 |
| CONSTELLATION BRANDS INC | $111,367 | $144,573 |
| COSTCO WHOLESALE CORPORATION | $57,093 | $71,588 |
| DANAHER CORP | $52,713 | $95,520 |
| FACEBOOK INC | $74,569 | $137,946 |
| FIDELITY NATIONAL INFORMATION | $113,671 | $161,264 |
| FORTIVE CORPORATION | $66,217 | $101,981 |
| GOLDMAN SACHS GROUP | $136,486 | $175,367 |
| HOME DEPOT INC | $74,844 | $116,873 |
| HONEYWELL INTL | $70,159 | $138,255 |
| INFINEON TECHNOLOGY | $64,600 | $105,138 |
| JOHNSON & JOHNSON | $69,440 | $84,198 |
| JP MORGAN CHASE | $102,938 | $148,672 |
| LABORATORY CORP AMER HLDGS | $80,720 | $101,775 |
| MERCK & CO INC | $83,805 | $114,929 |
| MICROSOFT CORP | $106,911 | $224,644 |
| MONDELEZ INTERNATIONAL INC | $75,643 | $128,049 |
| NIKE INC-CL B | $59,282 | $89,833 |
| NXP SEMICONDUCTORS | $69,594 | $156,625 |
| PALO ALTO NETWORKS INC | $92,460 | $238,111 |
| PAYPAL HOLDINGS, INC | $25,408 | $70,260 |
| PEPSICO INC | $95,591 | $147,559 |
| PROLOGIS | $88,341 | $132,050 |
| RAYTHEON TECHNOLOGIES CORP | $78,871 | $104,333 |
| SALESFORCE.COM | $54,039 | $89,012 |
| STARBUCKS CORP COM | $63,437 | $79,165 |
| STRYKER CORPORATION | $105,916 | $143,348 |
| THERMO FISHER SCIENTIFIC INC | $44,653 | $144,392 |
| UNION PACIFIC | $49,366 | $115,562 |
| UNITED PARCEL SERVICE | $59,137 | $92,620 |
| VULCAN MATERIALS CO | $86,845 | $119,390 |
| WALT DISNEY HOLDINGS CO | $95,367 | $172,121 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $752,302 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $752,416 | 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 | $117 | $117 | |
| 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 | $53,706 | Amt |
| Net Investment Income | $53,706 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $600 | |
| Foreign Tax Paid | $417 | $417 |