JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC (EIN 20-1499861)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202022889349100427
- Schema version
- 2019v5.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T12:55:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 TREISMAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520202885000030 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,118,423 | 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 | $968 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $968 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,845 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,417,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,719 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $654 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $654 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $384,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $56,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,994 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,261 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $327,037 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $453,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,175 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $749,069 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $749,016 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,203,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,922,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,326,232 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,656,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,714,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,118,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,656,908 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,714,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,656,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,714,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,656,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,714,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,656,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,626 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,714,534 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,714,534 | 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 | $2,417,783 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,139,064 | CostOrOtherBasisAmt |
| Gain Or Loss | $278,719 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $278,719 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,719 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,568,444 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046341 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $253,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,485,099 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046267 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $207,767 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,018,577 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0414 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $5,190,666 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $192,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,206,659 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036876 | DistributionYr5Rt |
| Total Distribution | 0.170884 | TotalDistributionRt |
| Average Distribution | 0.034177 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,786,863 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $197,778 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,270 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,048 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $259,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,270 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,270 | SubtotalAmt |
| Tax Based On Investment Income | $3,270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,030 | OverpaymentAmt |
| Applied To ES Tax | $3,030 | AppliedToESTaxAmt |
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 |
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 | $56,994 | 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 | $5,531,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $343,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,874,988 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,874,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,786,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,270 | TotalTaxAmt |
| Distributable Before Adj | $286,073 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $286,073 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $286,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,150 | 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 | $259,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,270 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $255,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,073 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $22,568 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $22,568 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,150 | QualifyingDistributionsAmt |
| Applied To Current Year | $259,150 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,568 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,568 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $4,355 | 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 | |||||||
| 545 W 111TH ST APT 10F | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $7,500 |
| DANSPACE PROJECT INC | |||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | |||||||
| 248 W 35TH ST 10TH FLR | NEW YORK | NY | 10001 | N/A | PC | Evidence, A Dance Company | $7,500 |
| GINA GIBNEY DANCE INC | |||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $3,000 |
| HARLEM STAGE INC | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $7,500 |
| 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 W 42ND ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $7,500 |
| 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 | $10,000 |
| 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 | General & Unrestricted | $12,500 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $10,000 |
| 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 | $244,000 | 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 | $968 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,845 | 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 | $278,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $384,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $384,186 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | Klingenstein Fields Wealth Advisors | ContractorPersonNm |
| Explanation | investment mgmt | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $55,748 | $76,871 |
| AIR LEASE CORP | $53,876 | $59,400 |
| ALPHABET INC CL C | $57,818 | $148,409 |
| AMAZON COM | $80,845 | $92,392 |
| AT&T, INC | $194,976 | $237,215 |
| BARRICK GOLD CORPORATION | $65,010 | $92,950 |
| BERKSHIRE HATHAWAY INC. CLASS | $35,718 | $164,212 |
| BROADCOM INC | $73,671 | $135,889 |
| BROOKFIELD ASSET MANAGEMENT CL | $140,907 | $144,500 |
| CHEVRON CORP | $70,448 | $71,703 |
| CHUBB LIMITED | $40,668 | $59,929 |
| CITIGROUP INC | $103,257 | $128,223 |
| COMCAST CORP | $114,520 | $148,851 |
| CONOCOPHILLIPS | $43,759 | $42,920 |
| CONSTELLATION BRANDS INC | $111,367 | $125,235 |
| CROWN CASTLE INTL | $108,759 | $115,142 |
| DANAHER CORP | $52,713 | $65,996 |
| FACEBOOK INC | $74,569 | $103,651 |
| FIDELITY NATIONAL INFORMATION | $113,671 | $158,563 |
| GOLDMAN SACHS GROUP | $136,486 | $152,903 |
| HOME DEPOT INC | $74,844 | $96,087 |
| HONEYWELL INTL | $70,159 | $115,050 |
| JOHNSON & JOHNSON | $69,440 | $78,040 |
| JP MORGAN CHASE | $102,938 | $163,097 |
| LABORATORY CORP AMER HLDGS | $148,771 | $153,099 |
| MERCK & CO INC | $83,805 | $127,785 |
| MICROSOFT CORP | $106,911 | $159,277 |
| MONDELEZ INTERNATIONAL INC | $75,643 | $120,625 |
| NXP SEMICONDUCTORS | $69,594 | $125,351 |
| PALO ALTO NETWORKS INC | $92,460 | $154,938 |
| PAYPAL HOLDINGS, INC | $100,130 | $127,641 |
| PEPSICO INC | $95,591 | $135,987 |
| PROLOGIS | $88,341 | $118,111 |
| RAYTHEON CO | $78,884 | $137,338 |
| ROYAL DUTCH SHELL CL A | $46,799 | $38,927 |
| SALESFORCE.COM | $112,664 | $132,552 |
| STARBUCKS CORP COM | $126,860 | $126,605 |
| STRYKER CORPORATION | $105,916 | $122,815 |
| THERMO FISHER SCIENTIFIC INC | $44,653 | $100,710 |
| UNION PACIFIC | $49,366 | $100,338 |
| UNITED PARCEL SERVICE | $59,137 | $64,383 |
| UNITED TECHNOLOGIES CORP | $120,266 | $138,528 |
| VULCAN MATERIALS CO | $86,845 | $115,912 |
| WALT DISNEY HOLDINGS CO | $95,367 | $137,399 |
| WEYERHAEUSER CO | $88,120 | $110,683 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $749,069 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $749,016 | 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 | $155 | $155 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | foreign tax refund | Desc |
| Revenue And Expenses Per Books | $654 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $654 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $56,994 | Amt |
| Net Investment Income | $56,994 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $6,300 |
| 990-PF Excise Tax for 2018 | $3,961 |