JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC (EIN 20-1499861)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349101493
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T10:28:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-23 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191345000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,135,967 | 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 | $2,438 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,438 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,220 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $594,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,936,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $594,613 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $706,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $706,271 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $869 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $869 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $57,449 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,449 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,755 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,455 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,195 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $264,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $382,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $647,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $143,153 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $453,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $453,257 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,131,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,203,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,682,710 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,274,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,656,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,135,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,274,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,656,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,274,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,656,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,274,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,656,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,274,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $382,503 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,656,908 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,656,908 | 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 | $3,936,164 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,341,551 | CostOrOtherBasisAmt |
| Gain Or Loss | $594,613 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $594,613 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $594,613 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,485,099 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $207,767 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,018,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0414 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $5,190,666 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $192,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,206,659 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $161,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,537,415 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035483 | DistributionYr5Rt |
| Total Distribution | 0.160026 | TotalDistributionRt |
| Average Distribution | 0.032005 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,568,444 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $178,218 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,473 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,691 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $264,519 | 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 | $6,473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,473 | SubtotalAmt |
| Tax Based On Investment Income | $6,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,629 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,629 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $117 | EsPenaltyAmt |
| Tax Due | $3,961 | TaxDueAmt |
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 Adv | 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 | $57,449 | 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 | $5,208,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,653,243 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,653,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,568,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,473 | TotalTaxAmt |
| Distributable Before Adj | $271,949 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271,949 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $271,949 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $264,519 | 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 | $264,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,473 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $258,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,949 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $29,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,998 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $264,519 | QualifyingDistributionsAmt |
| Applied To Current Year | $264,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,430 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,430 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,568 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $22,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $22,568 | ExcessFromYear1Amt |
| 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AARON DAVIS HALL INC | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $7,500 |
| ADIRONDACK HISTORICAL ASSOCIATION | |||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | N/A | PC | General & Unrestricted | $5,000 |
| 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 UNIT A | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $12,500 |
| D C WHEEL PRODUCTIONS INC | |||||||
| 3225 8TH ST NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $15,000 |
| DANCE CONTINUUM INC | |||||||
| 545 W 111TH ST APT 10F | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $7,500 |
| DANSPACE PROJECT INC | |||||||
| ST MARKS CHURCH 131 E 10th st | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | General & Unrestricted | $7,500 |
| GINA GIBNEY DANCE INC | |||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $7,500 |
| HALEAKALA INC | |||||||
| 512 W 19TH ST | NEW YORK | NY | 10011 | 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 | |||||||
| 1114 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $7,500 |
| JACOB BURNS FILM CENTER INC | |||||||
| 405 MANVILLE RD 3RD FL | PLEASANTVILLE | NY | 10570 | N/A | PC | General & Unrestricted | $7,500 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $5,000 |
| 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 | $5,000 |
| 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 | $5,000 |
| 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 | $7,500 |
| STEPHEN PETRONIO DANCE COMPANY INC | |||||||
| 140 2ND AVE STE 504 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $7,500 |
| STUDIO MUSEUM IN HARLEM INC | |||||||
| 144 W 125TH ST | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $10,000 |
| SYMPHONY SPACE INC | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $7,500 |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 7TH AVE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $12,500 |
| VIVIAN BEAUMONT THEATER INC | |||||||
| 150 W 65TH ST | NEW YORK | NY | 10023 | N/A | PC | Open Stage Education Program | $14,000 |
| 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 | $248,500 | 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 | $2,438 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,220 | 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 | $594,613 | 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 | $706,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $706,271 | 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 Adv | ContractorPersonNm |
| Explanation | Investment Management Services | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $55,748 | $64,012 |
| AIR LEASE CORP | $53,876 | $37,763 |
| ALPHABET INC CL C | $57,818 | $114,953 |
| ANADARKO PETROLEUM CORP | $108,824 | $70,144 |
| APPLE INC | $65,631 | $107,263 |
| AT&T, INC | $135,155 | $117,299 |
| BERKSHIRE HATHAWAY INC. CLASS | $71,436 | $296,060 |
| BROADCOM INC | $73,671 | $109,340 |
| CARNIVAL CORP | $122,946 | $97,614 |
| CBS CORP CL B | $111,615 | $86,566 |
| CHEVRON CORP | $86,133 | $79,417 |
| CHUBB LIMITED | $40,668 | $49,734 |
| COLGATE-PALMOLIVE COMPANY | $48,739 | $178,560 |
| COMCAST CORP | $114,520 | $112,706 |
| CONOCOPHILLIPS | $43,759 | $41,151 |
| CVS CAREMARK CORP | $157,654 | $147,748 |
| DANAHER CORP | $55,724 | $57,747 |
| DOWDUPONT INC | $210,392 | $171,136 |
| FACEBOOK INC | $74,569 | $66,200 |
| FIDELITY NATIONAL INFORMATION | $113,671 | $116,907 |
| GILEAD SCIENCES INC | $68,690 | $69,743 |
| HOME DEPOT INC | $74,844 | $75,601 |
| HONEYWELL INTL | $140,317 | $171,756 |
| JP MORGAN CHASE | $110,591 | $123,489 |
| MEDTRONIC PLC | $102,584 | $102,785 |
| MERCK & CO INC | $127,844 | $170,776 |
| METLIFE INC | $62,617 | $53,994 |
| MICROSOFT CORP | $106,911 | $102,586 |
| MONDELEZ INTERNATIONAL INC | $144,738 | $167,325 |
| NXP SEMICONDUCTORS | $69,594 | $72,181 |
| PALO ALTO NETWORKS INC | $92,460 | $126,195 |
| PAYPAL HOLDINGS, INC | $114,149 | $113,101 |
| PEPSICO INC | $125,747 | $145,281 |
| PROLOGIS | $88,341 | $77,804 |
| RAYTHEON CO | $78,884 | $95,844 |
| ROYAL DUTCH SHELL CL A | $190,146 | $166,361 |
| SALESFORCE.COM | $112,664 | $111,631 |
| STRYKER CORPORATION | $57,216 | $52,511 |
| THERMO FISHER SCIENTIFIC INC | $44,653 | $69,375 |
| UNION PACIFIC | $49,366 | $76,718 |
| UNITED PARCEL SERVICE | $59,137 | $53,642 |
| UNITED TECHNOLOGIES CORP | $120,266 | $98,494 |
| VULCAN MATERIALS CO | $86,845 | $79,534 |
| WALT DISNEY HOLDINGS CO | $172,498 | $183,663 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL CONSULTATIONS | CategoryTxt |
| Legal Fees | $869 | LegalFeesAmt |
| Disbursements Charitable Prps | $869 | DisbursementsCharitablePrpsAmt |
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 | $45 | $45 | |
| 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 | $57,449 | Amt |
| Net Investment Income | $57,449 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $300 | |
| Foreign Tax Paid | $1,455 | $1,455 |