MUSICAL INSTRUMENT MUSEUM: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MUSICAL INSTRUMENT MUSEUM (EIN 16-1743588)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2016-03-21
- IRS object ID
- 201640819349100504
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-21T13:53:23-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161743588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSICAL INSTRUMENT MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSI | BusinessNameControlTxt |
| Phone | 4804786000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 EAST MAYO BOULEVARD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHONDA BOYLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4804786000 | PhoneNum |
| Signature | 2016-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $122,116,278 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,604,822 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $369,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,585 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $369,585 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $345,610 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $345,610 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$716,300 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $497,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,691,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $497,767 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $56,702 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $857,475 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $392,768 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $464,707 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $464,707 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,583,433 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,583,433 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $19,865,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $867,352 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,820,037 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $459,406 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $459,406 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,394,262 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $188,079 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,180,007 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $982,824 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $43,832 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $889,194 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,903 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,903 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,216 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,216 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,404,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $128,751 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,266,616 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,730 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $4,730 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,043,298 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $5,041,792 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,254,300 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $124,363 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,129,937 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $288,153 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $5,001 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $283,152 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $151,216 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $2,170 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $149,046 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,988,826 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $59,069 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,392,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,010,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,593,057 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,794,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,209,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,593,057 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,992,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,656,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $226,980 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,712,342 | CashBOYAmt |
| Cash EOY | $1,282,026 | CashEOYAmt |
| Cash EOYFMV | $1,282,026 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $415,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,775,161 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,775,161 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,562 | AcctRcvblAmt |
| Acct Rcvbl BOY | $61,783 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,562 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,562 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $453,622 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $353,907 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $453,622 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $453,622 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $549,836 | InventoriesBOYAmt |
| Inventories EOY | $605,295 | InventoriesEOYAmt |
| Inventories EOYFMV | $605,295 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $243,782 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,498,393 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,498,393 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,530,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,009,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,009,016 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,443,160 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,909,066 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,909,070 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,164,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,640,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,640,819 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $126,109,857 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,641,067 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $102,375,930 | LandBOYAmt |
| Land EOY | $97,468,790 | LandEOYAmt |
| Land EOYFMV | $97,468,790 | LandEOYFMVAmt |
| Other Assets BOY | $450,519 | OtherAssetsBOYAmt |
| Other Assets EOY | $441,524 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $441,524 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,301,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,116,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,116,278 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $734,683 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $600,794 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $313,690 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $307,839 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $96,484 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $161,541 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,144,857 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,070,174 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $105,993,175 | UnrestrictedBOYAmt |
| Unrestricted EOY | $102,072,344 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $2,704,357 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $4,876,731 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $10,459,028 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $14,097,028 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,156,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,046,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,301,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,116,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,156,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,656,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $233,028 | OtherIncreasesAmt |
| Subtotal | $121,046,103 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $121,046,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,659,089 | $2,218,024 | $441,065 | $441,065 |
| PUBLICLY TRADED SECURITIES | P | $1,032,700 | $975,998 | $56,702 | $56,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $497,767 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $56,702 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,060,124 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,460,857 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.764832 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,923,054 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,210,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.058394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,465,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,329,351 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.616641 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,709,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,565,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.440974 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,295,398 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,751,579 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 10.229580 | DistributionYr5Rt |
| Total Distribution | 17.110421 | TotalDistributionRt |
| Average Distribution | 3.422084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,656,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,845,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,588 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,852,598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,992,946 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,295 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MIM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4804786000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4725 EAST MAYO BOULEVARD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J ULRICH | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | CHAIRMAN | 30.00 | $0 | $0 | $0 |
| GARY TOBEY | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | VICE CHAIRMAN | 1.00 | $0 | $0 | $0 |
| GAIL DORN | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | SECRETARY | 4.00 | $0 | $0 | $0 |
| ROBERT G MCMAHON | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARC LEO FELIX | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL R FRANCIS | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN D'ADDARIO JR | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MICHAEL R FRANCIS | ||||||||
| 84 SOUTH TENTH ST 450 | MINNEAPOLIS | MN | 55403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CARRIE HEINONEN | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | PRESIDENT & DIRECTOR | 40.00 | $206,375 | $7,381 | $0 |
| APRIL SALOMON | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | EXECUTIVE DIRECTOR | 40.00 | $127,131 | $16,480 | $0 |
| RHONDA BOYLE | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | TREASURER & CFO | 40.00 | $125,900 | $16,419 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MANUEL JORDAN | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | DEPUTY DIRECTOR & CH | 40.00 | $165,900 | $10,627 | $0 |
| DEBBIE GARNETT | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | HUMAN RESOURCES DIRE | 40.00 | $100,900 | $18,820 | $0 |
| MAUREEN O'BRIEN | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | DIRECTOR OF INSTITUT | 40.00 | $90,996 | $10,232 | $0 |
| CULLEN STRAWN | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | CURATOR | 40.00 | $76,831 | $18,820 | $0 |
| KAREN FARUGIA | ||||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | MARKETING DIRECTOR | 40.00 | $88,984 | $5,282 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 40 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEDIA BUYING SERVICES INC | |||||
| 4545 E SHEA BLVD | PHOENIX | AZ | 85028 | ADVERTISING | $580,586 |
| RYAN COMPANIES US INC | |||||
| 50 S TENTH ST STE 300 | MINNEAPOLIS | MN | 55403 | CONSTRUCTION | $561,063 |
| OPENWORKS | |||||
| 4742 N 24TH ST STE 450 | PHOENIX | AZ | 85016 | JANITORIAL SERVICES | $295,017 |
| BON APPETIT | |||||
| 91337 COLLECTIONS DR PO BOX 91337 | CHICAGO | IL | 60693 | CATERING SERVICES | $260,912 |
| ALLIEDBARTON SECURITY SERVICES LLC | |||||
| PO BOX 828854 | PHILADELPHIA | PA | 19182 | SECURITY PERSONAL SERVICES | $129,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 2014 AT MIM WAS A YEAR LIKE NO OTHER. IN ADDITION TO WELCOMING MORE THAN TWO HUNDRED FIFTY THOUSAND GUESTS, MIM DEBUTED EXCITING NEW DISPLAYS THROUGHOUT THE MUSEUM, INCLUDING ONE ON THE INCOMPARABLE JOHNNY CASH AND THE CARTER FAMILY, ANOTHER ONE DEDICATED TO THE EVER-POPULAR UKULELE, A SIMULATED WORKSHOP DEPICTING THE HISTORIC TRADITION AND IMPECCABLE CRAFTSMANSHIP OF THE RENOWNED ITALIAN VIOLIN MAKERS OF CREMONA, AND AN EXQUISITE EXHIBIT FEATURING AFRICAN ART OBJECTS FROM THE PERSONAL COLLECTION OF THE MUSEUM'S FOUNDER ROBERT J. ULRICH AND HIS PARTNER DIANE SILLIK. WE ALSO WELCOMED MORE THAN FORTY-ONE THOUSAND SCHOOLCHILDREN TO THE MUSEUM AND NEARLY FIFTY THOUSAND CONCERTGOERS IN MIM MUSIC THEATER. MIM WAS RATED THE #1 PHOENIX ATTRACTION AND SELECTED AS ONE OF THE TOP 25 MUSEUMS IN THE UNITED STATES BY TRIPADVISOR'S 2014 TRAVELERS' CHOICE AWARDS, IN ADDITION TO RECEIVING A 10 BEST READERS' CHOICE TRAVEL AWARD IN THE BEST MUSEUM FOR FAMILIES CATEGORY. | Description1Txt |
| Expenses1 | $15,233,701 | Expenses1Amt |
| Description2 | WHILE WE CONTINUE TO BREAK NEW GROUND IN CONTENT, PROGRAMMING, AND VISITATION, WE ALSO CELEBRATED THE YEAR WITH A NUMBER OF "FIRSTS," INCLUDING: THE LAUNCH OF MIMFEST, OUR TWO-DAY OUTDOOR GLOBAL MUSIC FESTIVAL THAT FEATURED EXTRAORDINARY ARTISTS FROM AROUND THE WORLDMIM'S FIRST COLLECTION-BASED, CO-CURATED SPECIAL EXHIBITION, BEYOND THE BEAT: DRUMS OF THE WORLDNEW ORIENTATION TOURS, WHICH PROVED SO SUCCESSFUL THAT THESE FREE GUIDED TOURS HAVE BECOME A REGULAR OFFERING AT THE MUSEUM. RECRUITING AND MAINTAINING AN ACTIVE CORPS OF MORE THAN FIVE HUNDRED VOLUNTEER TEAM MEMBERS. IN JUST FIVE YEARS, MIM HAS BECOME A VITAL INSTITUTION IN OUR COMMUNITY AND IS ATTRACTING BOTH NATIONAL AND INTERNATIONAL ATTENTION. A TREMENDOUS AMOUNT HAS BEEN ACCOMPLISHED AND WE ARE MAKING SOLID PROGRESS TOWARD OUR ULTIMATE GOAL OF BEING THE BEST MUSEUM EVER FOR OUR GUESTS. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,027,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,913,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,940,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,940,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,656,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $932,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,992,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,992,946 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,992,946 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2006-03-04 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $226,980 | CurrentYearAmt |
| Year1 | $243,319 | Year1Amt |
| Year2 | $610,503 | Year2Amt |
| Year3 | $416,468 | Year3Amt |
| Total | $1,497,270 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $192,933 | CurrentYearAmt |
| Year1 | $206,821 | Year1Amt |
| Year2 | $518,928 | Year2Amt |
| Year3 | $353,998 | Year3Amt |
| Total | $1,272,680 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,992,946 | CurrentYearAmt |
| Year1 | $11,060,124 | Year1Amt |
| Year2 | $12,923,054 | Year2Amt |
| Year3 | $13,465,573 | Year3Amt |
| Total | $50,441,697 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,992,946 | CurrentYearAmt |
| Year1 | $11,060,124 | Year1Amt |
| Year2 | $12,923,054 | Year2Amt |
| Year3 | $13,465,573 | Year3Amt |
| Total | $50,441,697 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $621,892 | CurrentYearAmt |
| Year1 | $482,029 | Year1Amt |
| Year2 | $407,002 | Year2Amt |
| Year3 | $277,645 | Year3Amt |
| Total | $1,788,568 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J ULRICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AGUILA ELEMENTARY SCHOOL DISTRICT | |||||||
| 50023 NORTH 514TH AVE | AGUILA | AZ | 85320 | PC | MUSEUM ADMISSION | $368 | |
| APACHE JUNCTION UNIFIED SCHOOL DISTRICT | |||||||
| 1575 W SOUTHERN AVE | APACHE JUNCTION | AZ | 85120 | PC | MUSEUM ADMISSION | $40 | |
| ALHAMBRA ELEMENTARY SCHOOL DISTRICT | |||||||
| 4510 N 37TH AVE | PHOENIX | AZ | 85019 | PC | MUSEUM ADMISSION | $4,852 | |
| ALHAMBRA ELEMENTARY SCHOOL DISTRICT | |||||||
| 4510 N 37TH AVE | PHOENIX | AZ | 85019 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,250 | |
| BALSZ ELEMENTARY SCHOOL DISTRICT | |||||||
| 4825 E ROOSEVELT ST | PHOENIX | AZ | 85008 | PC | MUSEUM ADMISSION | $1,494 | |
| BUCKEYE ELEMENTARY SCHOOL DISTRICT | |||||||
| 25555 W DURANGO BUCKEYE | PHOENIX | AZ | 85326 | PC | MUSEUM ADMISSION | $504 | |
| CARTWRIGHT SCHOOL DISTRICT | |||||||
| 3401 N 67TH AVE | PHOENIX | AZ | 85033 | PC | MUSEUM ADMISSION | $8,172 | |
| CARTWRIGHT SCHOOL DISTRICT | |||||||
| 3401 N 67TH AVE | PHOENIX | AZ | 85033 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $2,000 | |
| CASA GRANDE ELEMENTARY SCHOOL DISTRICT | |||||||
| 220 W KORTSEN ROAD | CASA GRANDE | AZ | 85122 | PC | MUSEUM ADMISSION | $208 | |
| CAVE CREEK | |||||||
| PO BOX 426 | CAVE CREEK | AZ | 85327 | PC | MUSEUM ADMISSION | $2,328 | |
| CHANDLER UNIFIED SCHOOL DISTRICT | |||||||
| 1525 W FRYE RD | CHANDLER | AZ | 85224 | PC | MUSEUM ADMISSION | $3,070 | |
| CHANDLER UNIFIED SCHOOL DISTRICT | |||||||
| 1525 W FRYE RD | CHANDLER | AZ | 85224 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $800 | |
| CREIGHTON SCHOOL DISTRICT | |||||||
| 2702 E FLOWER ST | PHOENIX | AZ | 85016 | PC | MUSEUM ADMISSION | $4,048 | |
| CREIGHTON SCHOOL DISTRICT | |||||||
| 2702 E FLOWER ST | PHOENIX | AZ | 85016 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,200 | |
| DEER VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 20402 N 15TH AVE | PHOENIX | AZ | 85027 | PC | MUSEUM ADMISSION | $7,856 | |
| DEER VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 20402 N 15TH AVE | PHOENIX | AZ | 85027 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,000 | |
| DYSART UNIFIED SCHOOL DISTRICT | |||||||
| 15802 N PARKVIEW PLACE | SURPRISE | AZ | 85374 | PC | MUSEUM ADMISSION | $2,736 | |
| DYSART UNIFIED SCHOOL DISTRICT | |||||||
| 15802 N PARKVIEW PLACE | SURPRISE | AZ | 85374 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,050 | |
| FOUNTAIN HILLS UNIFIED SCHOOL DISTRICT | |||||||
| 16000 E PALISADES BLVD | FOUNTAIN HILLS | AZ | 85268 | PC | MUSEUM ADMISSION | $912 | |
| FOUNTAIN HILLS UNIFIED SCHOOL DISTRICT | |||||||
| 16000 E PALISADES BLVD | FOUNTAIN HILLS | AZ | 85268 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $500 | |
| FOWLER ELEMENTARY SCHOOL DISTRICT #45 | |||||||
| 1617 S 67TH AVE | PHOENIX | AZ | 85043 | PC | MUSEUM ADMISSION | $2,744 | |
| FOWLER ELEMENTARY SCHOOL DISTRICT #45 | |||||||
| 1617 S 67TH AVE | PHOENIX | AZ | 85043 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| GATEWAY COMMUNITY COLLEGE | |||||||
| 108 N 40TH ST | PHOENIX | AZ | 85034 | PC | MUSEUM ADMISSION | $344 | |
| GILBERT PUBLIC SCHOOL DISTRICT | |||||||
| 140 SOUTH GILBERT ROAD | GILBERT | AZ | 85296 | PC | MUSEUM ADMISSION | $3,440 | |
| GILBERT PUBLIC SCHOOL DISTRICT | |||||||
| 140 SOUTH GILBERT ROAD | GILBERT | AZ | 85296 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| GLENDALE ELEMENTARY SCHOOL DISTRICT | |||||||
| 7301 N 58TH AVE | GLENDALE | AZ | 85301 | PC | MUSEUM ADMISSION | $3,698 | |
| GLENDALE ELEMENTARY SCHOOL DISTRICT | |||||||
| 7301 N 58TH AVE | GLENDALE | AZ | 85301 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $2,968 | |
| GLENDALE UNION HIGH SCHOOL DISTRICT | |||||||
| 7650 N 43RD AVE | GLENDALE | AZ | 85301 | PC | MUSEUM ADMISSION | $3,236 | |
| GLENDALE UNION HIGH SCHOOL DISTRICT | |||||||
| 7650 N 43RD AVE | GLENDALE | AZ | 85301 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $750 | |
| ISSAC ELEMENTARY SCHOOL DISTRICT | |||||||
| 3348 W MCDOWELL RD | PHOENIX | AZ | 85009 | PC | MUSEUM ADMISSION | $912 | |
| ISSAC ELEMENTARY SCHOOL DISTRICT | |||||||
| 3348 W MCDOWELL RD | PHOENIX | AZ | 85009 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $550 | |
| KYRENE ELEMENTARY SCHOOL DISTRICT | |||||||
| 8700 SOUTH KYRENE RD | PHOENIX | AZ | 85016 | PC | MUSEUM ADMISSION | $3,032 | |
| LAVEEN ELEMENTARY SCHOOL DISTRICT | |||||||
| 5001 W DOBBINS ROAD | LAVEEN | AZ | 85339 | PC | MUSEUM ADMISSION | $3,418 | |
| LAVEEN ELEMENTARY SCHOOL DISTRICT | |||||||
| 5001 W DOBBINS ROAD | LAVEEN | AZ | 85339 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| LIBERTY ELEMENTARY SCHOOL DISTRICT | |||||||
| 19871 W FREEMONT RD | BUCKEYE | AZ | 85326 | PC | MUSEUM ADMISSION | $2,056 | |
| LIBERTY ELEMENTARY SCHOOL DISTRICT | |||||||
| 19871 W FREEMONT RD | BUCKEYE | AZ | 85326 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| LITTLETON ELEMENTARY SCHOOL DISTRICT | |||||||
| PO BOX 280 | CASHION | AZ | 85329 | PC | MUSEUM ADMISSION | $1,832 | |
| LITTLETON ELEMENTARY SCHOOL DISTRICT | |||||||
| PO BOX 280 | CASHION | AZ | 85329 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| MADISON SCHOOL DISTRICT | |||||||
| 5601 N 16TH ST | PHOENIX | AZ | 85016 | PC | MUSEUM ADMISSION | $8,436 | |
| MADISON SCHOOL DISTRICT | |||||||
| 5601 N 16TH ST | PHOENIX | AZ | 85016 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,000 | |
| MARICOPA UNIFIED SCHOOL DISTRICT | |||||||
| 44150 W MARICOPA CASA GRANDE HWY | MARICOPA | AZ | 85138 | PC | MUSEUM ADMISSION | $272 | |
| MAYER UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 1059 | MAYER | AZ | 86333 | PC | MUSEUM ADMISSION | $56 | |
| MESA COMMUNITY COLLEGE | |||||||
| 1833 W SOUTHERN AVE | MESA | AZ | 85202 | PC | MUSEUM ADMISSION | $144 | |
| MESA PUBLIC SCHOOL DISTRICT | |||||||
| 63 EAST MAIN ST | MESA | AZ | 85201 | PC | MUSEUM ADMISSION | $9,704 | |
| MESA PUBLIC SCHOOL DISTRICT | |||||||
| 63 EAST MAIN ST | MESA | AZ | 85201 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $4,000 | |
| MORRISTOWN SCHOOL DISTRICT | |||||||
| 25950 W ROCKAWAY HILLS RD | MORRISTOWN | AZ | 85342 | PC | MUSEUM ADMISSION | $264 | |
| MURPHY ELEMENTARY SCHOOL DISTRICT | |||||||
| 2615 W BUCKEYE RD | PHOENIX | AZ | 85009 | PC | MUSEUM ADMISSION | $1,214 | |
| NADABURG UNIFIED SCHOOL DISTRICT #81 | |||||||
| 32919 CENTER ST | WITTMANN | AZ | 85361 | PC | MUSEUM ADMISSION | $1,564 | |
| NADABURG UNIFIED SCHOOL DISTRICT #81 | |||||||
| 32919 CENTER ST | WITTMANN | AZ | 85361 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| NOGALES UNIFIED SCHOOL DISTRICT | |||||||
| 310 W PLUM ST | NOGALES | AZ | 85621 | PC | MUSEUM ADMISSION | $384 | |
| OSBORN SCHOOL DISTRICT | |||||||
| 1226 W OSBORN RD | PHOENIX | AZ | 85013 | PC | MUSEUM ADMISSION | $8,560 | |
| OSBORN SCHOOL DISTRICT | |||||||
| 1226 W OSBORN RD | PHOENIX | AZ | 85013 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,200 | |
| PARADISE VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 15002 N 32ND ST | PHOENIX | AZ | 85032 | PC | MUSEUM ADMISSION | $21,498 | |
| PARADISE VALLEY UNIFIED SCHOOL DISTRICT | |||||||
| 15002 N 32ND ST | PHOENIX | AZ | 85032 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,812 | |
| PENDERGAST DISTRICT | |||||||
| 3802 NORTH 91ST AVE | PHOENIX | AZ | 85037 | PC | MUSEUM ADMISSION | $1,864 | |
| PENDERGAST DISTRICT | |||||||
| 3802 NORTH 91ST AVE | PHOENIX | AZ | 85037 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| PEORIA UNIFIED SCHOOL DISTRICT | |||||||
| 6330 W THUNDERBIRD RD | GLENDALE | AZ | 85306 | PC | MUSEUM ADMISSION | $4,432 | |
| PEORIA UNIFIED SCHOOL DISTRICT | |||||||
| 6330 W THUNDERBIRD RD | GLENDALE | AZ | 85306 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $600 | |
| PHOENIX ELEMENTARY SCHOOL DISTRICT | |||||||
| 1817 N 7TH ST | PHOENIX | AZ | 85006 | PC | MUSEUM ADMISSION | $3,548 | |
| PHOENIX ELEMENTARY SCHOOL DISTRICT | |||||||
| 1817 N 7TH ST | PHOENIX | AZ | 85006 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,227 | |
| PHOENIX UNION HIGH SCHOOL DISTRICT | |||||||
| 4502 N CENTRAL AVE | PHOENIX | AZ | 85012 | PC | MUSEUM ADMISSION | $3,466 | |
| ROOSEVELT SCHOOL DISTRICT | |||||||
| 6000 S 7TH ST | PHOENIX | AZ | 85042 | PC | MUSEUM ADMISSION | $9,024 | |
| ROOSEVELT SCHOOL DISTRICT | |||||||
| 6000 S 7TH ST | PHOENIX | AZ | 85042 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $2,000 | |
| SCOTTSDALE UNIFIED SCHOOL DISTRICT | |||||||
| 3811 N 44TH ST | PHOENIX | AZ | 85018 | PC | MUSEUM ADMISSION | $2,880 | |
| SUNNYSIDE UNIFIED SCHOOL DISTRICT | |||||||
| 2238 E GINTER ROAD | TUCSON | AZ | 85706 | PC | MUSEUM ADMISSION | $330 | |
| TEMPE ELEMENTARY SCHOOL DISTRICT | |||||||
| 3205 S RURAL RD | TEMPE | AZ | 85282 | PC | MUSEUM ADMISSION | $3,248 | |
| TEMPE ELEMENTARY SCHOOL DISTRICT | |||||||
| 3205 S RURAL RD | TEMPE | AZ | 85282 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $500 | |
| TEMPE UNION HIGH SCHOOL DISTRICT | |||||||
| 500 W GUADALUPE RD | TEMPE | AZ | 85283 | PC | MUSEUM ADMISSION | $40 | |
| TUCSON UNIFIED SCHOOL DISTRICT | |||||||
| 1010 E 10TH ST | TUCSON | AZ | 85719 | PC | MUSEUM ADMISSION | $264 | |
| WASHINGTON ELEMENTARY SCHOOL DISTRICT | |||||||
| 4650 WEST SWEETWATER | GLENDALE | AZ | 85304 | PC | MUSEUM ADMISSION | $7,788 | |
| WASHINGTON ELEMENTARY SCHOOL DISTRICT | |||||||
| 4650 WEST SWEETWATER | GLENDALE | AZ | 85304 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $2,000 | |
| WILSON SCHOOL DISTRICT #7 | |||||||
| 3025 E FILLMORE ST | PHOENIX | AZ | 85008 | PC | MUSEUM ADMISSION | $1,976 | |
| WINSLOW UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 580 | WINSLOW | AZ | 86047 | PC | MUSEUM ADMISSION | $160 | |
| ACADEMY WITH COMMUNITY PARTNERS | |||||||
| 433 N HALL | MESA | AZ | 85203 | PC | MUSEUM ADMISSION | $80 | |
| ARCHWAY CLASSICAL NORTH PHOENIX - A GREAT HEARTS ACADEMY | |||||||
| 13613 N CAVE CREEK RD | PHOENIX | AZ | 85022 | PC | MUSEUM ADMISSION | $838 | |
| ARCHWAY CLASSICAL NORTH PHOENIX - A GREAT HEARTS ACADEMY | |||||||
| 13613 N CAVE CREEK RD | PHOENIX | AZ | 85022 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $770 | |
| ARIZONA CONSERVATORY FOR ART & ACADEMICS | |||||||
| 2820 W KELTON LN | PHOENIX | AZ | 85053 | PC | MUSEUM ADMISSION | $1,016 | |
| ARIZONA SCHOOL FOR THE ARTS | |||||||
| 1410 N 3RD ST | PHOENIX | AZ | 85004 | PC | MUSEUM ADMISSION | $848 | |
| ASU PEPARATORY ACADEMY | |||||||
| 300 EAST UNIVERSITY DR 210 | TEMPE | AZ | 85281 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $400 | |
| AVALON ELEMENTARY SCHOOL | |||||||
| 1045 S SAN MARCOS DR | APACHE JUNCTION | AZ | 85120 | PC | MUSEUM ADMISSION | $304 | |
| BAHIA ORCHESTRACAMI MUSIC | |||||||
| 5 COLUMBUS CIRCLE 1790 BROADWAY | NEW YORK | NY | 10019 | PC | MUSEUM ADMISSION | $520 | 16TH FLOOR |
| BASIS PHOENIX CHARTER SCHOOL | |||||||
| 11850 N 32ND ST | PHOENIX | AZ | 85028 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $1,740 | |
| CHRISTIAN HOME EDUCATORS OF CASA GRANDE | |||||||
| 2526 N DESERT VIEW LANE | CASA GRANDE | AZ | 85122 | PC | MUSEUM ADMISSION | $336 | |
| COUNTRY GARDENS CHARTER SCHOOL | |||||||
| 6313 W SOUTHERN AVE | LAVEEN VILLAGE | AZ | 85339 | PC | MUSEUM ADMISSION | $256 | |
| EAGLE COLLEGE PREP | |||||||
| 450 W SOUTH MOUNTAIN AVE | PHOENIX | AZ | 85041 | PC | MUSEUM ADMISSION | $376 | |
| FOOTHILLS ACADEMY ELEMENTARY PREP | |||||||
| 7191 E ASHLER HILLS DR | SCOTTSDALE | AZ | 85266 | PC | MUSEUM ADMISSION | $272 | |
| FREE ARTS OF ARIZONA | |||||||
| 103 W HIGHLAND AVE 200 | PHOENIX | AZ | 85013 | PC | MUSEUM ADMISSION | $96 | |
| HAPPY VALLEY CHARTER SCHOOL | |||||||
| 7140 W HAPPY VALLEY RD | PEORIA | AZ | 85383 | PC | MUSEUM ADMISSION | $1,086 | |
| HAPPY VALLEY CHARTER SCHOOL | |||||||
| 7140 W HAPPY VALLEY RD | PEORIA | AZ | 85383 | PC | MUSEUM ADMISSION | $590 | |
| HAPPY VALLEY CHARTER SCHOOL | |||||||
| 7140 W HAPPY VALLEY RD | PEORIA | AZ | 85383 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $590 | |
| HILLCREST ACADEMY | |||||||
| 3916 E PARADISE LN | PHOENIX | AZ | 85032 | PC | MUSEUM ADMISSION | $448 | |
| HILLCREST ACADEMY | |||||||
| 3916 E PARADISE LN | PHOENIX | AZ | 85032 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $240 | |
| IMAGINE BELL CANYON | |||||||
| 18052 N BLACK CANYON HWY | PHOENIX | AZ | 85053 | PC | MUSEUM ADMISSION | $904 | |
| IMAGINE CAMELBACK | |||||||
| 5050 N 19TH AVE | PHOENIX | AZ | 85015 | PC | MUSEUM ADMISSION | $152 | |
| IMAGINE SCHOOLS AT CORTEZ PARK | |||||||
| 3535 W DUNLAP AVE | PHOENIX | AZ | 85051 | PC | MUSEUM ADMISSION | $888 | |
| LEARNING FOUNDATION & PERFORMING ARTS | |||||||
| 851 N STAPLEY DR | MESA | AZ | 85203 | PC | MUSEUM ADMISSION | $392 | |
| MARICOPA VILLAGE CHRISTIAN SCHOOL | |||||||
| PO BOX 171 | LAVEEN | AZ | 853399311 | PC | MUSEUM ADMISSION | $96 | |
| MILESTONES CHARTER SCHOOL | |||||||
| 4707 E ROBERT E LEE | PHOENIX | AZ | 85033 | PC | MUSEUM ADMISSION | $1,081 | |
| NATIVE AMERICAN CONNECTIONS | |||||||
| 4520 N CENTRAL AVE STE 600 | PHOENIX | AZ | 85012 | PC | MUSEUM ADMISSION | $208 | |
| NORTH PHOENIX PREPARATORY ACADEMY | |||||||
| 13613 N CAVE CREEK RD | PHOENIX | AZ | 85022 | PC | MUSEUM ADMISSION | $392 | |
| PHOENIX ADVANTAGE CHARTER SCHOOL | |||||||
| 3738 N 16TH ST | PHOENIX | AZ | 85016 | PC | MUSEUM ADMISSION | $632 | |
| PHOENIX JOB CORPS | |||||||
| 518 S 3RD ST | PHOENIX | AZ | 85004 | PC | MUSEUM ADMISSION | $344 | |
| SAGE CHAERTER ELEMENTARY SCHOOL | |||||||
| 1055 E HEARN RD | PHOENIX | AZ | 85022 | PC | MUSEUM ADMISSION | $280 | |
| SEQUOIA CHARTER ELEM SCHOOLEDKEY | |||||||
| 1460 SOUTH HORNE | MESA | AZ | 85204 | PC | TRANSPORTATION ASSOCIATED WITH FIELD TRIPS TO MIM | $552 | |
| SUN VALLEY CHARTER SCHOOL | |||||||
| 5806 S 35TH AVE | PHOENIX | AZ | 85041 | PC | MUSEUM ADMISSION | $432 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,782 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MUSEUM ADMISSION | $2,789,139 |
| MUSIC THEATER | $1,718,410 |
| OTHER PROGRAM REVENUE | $69,536 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,585 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$333,724 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$382,576 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $497,767 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $464,707 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| CATERING | 722320 | $6,123 |
| ADVERTISING | 511190 | $225 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$709,952 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,332,059 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,577,085 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,199,192 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | ACCESS TO THE MUSEUM'S EXHIBITS |
| 1B | ACCESS TO THE MUSEUM'S MUSIC THEATER |
| 1C | ACCESS TO THE MUSEUM'S OTHER PROGRAMS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (81 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BARBARA J ANDERSON | |||||||
| 1 | 23 BILTMORE ESTATES | PHOENIX | AZ | 85016 | $25,000 | Yes (X) | |
| APS | |||||||
| 2 | 400 NORTH 5TH STREET | PHOENIX | AZ | 85004 | $25,000 | Yes (X) | |
| ARCH CAPITAL SERVICES INC | |||||||
| 3 | 360 HAMILTON AVENUE | WHITE PLAINS | NY | 10601 | $5,000 | Yes (X) | |
| ARIZONA COMMISSION ON THE ARTS | |||||||
| 4 | 417 WEST ROOSEVELT STREET | PHOENIX | AZ | 85003 | $81,000 | Yes (X) | |
| ARIZONA COMMUNITY FOUNDATION | |||||||
| 5 | 2201 EAST CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | $11,500 | Yes (X) | |
| ARIZONA COYOTES FOUNDATION | |||||||
| 6 | 6751 NORTH SUNSET BOULEVARD SUITE 2 | GLENDALE | AZ | 85305 | $5,000 | Yes (X) | |
| ARIZONA DIAMONDBACKS FOUNDATION | |||||||
| 7 | 401 EAST JEFFERSON STREET | PHOENIX | AZ | 85004 | $5,000 | Yes (X) | |
| JENNIFER ASHLEY | |||||||
| 8 | 19061 NORTH 5TH AVENUE | PHOENIX | AZ | 85027 | $7,500 | Yes (X) | |
| AVNET INC | |||||||
| 9 | 2211 SOUTH 47TH STREET | PHOENIX | AZ | 85034 | $25,000 | Yes (X) | |
| BRENDA BAAR | |||||||
| 10 | 1665 LEXINGTON AVENUE SOUTH | MENDOTA HEIGHTS | MN | 55118 | $5,000 | Yes (X) | |
| BANK OF AMERICA | |||||||
| 11 | 201 EAST WASHINGTON STREET | PHOENIX | AZ | 85004 | $55,000 | Yes (X) | |
| LEE E BERK | |||||||
| 12 | 4555 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | $10,000 | Yes (X) | |
| ALEXANDRA O BJORKLUND | |||||||
| 13 | 94 DELLWOOD AVENUE | WHITE BEAR LAKE | MN | 55110 | $5,000 | Yes (X) | |
| FRANKLIN BROWN | |||||||
| 14 | 10173 EAST HORIZON DRIVE | SCOTTSDALE | AZ | 85262 | $5,000 | Yes (X) | |
| RICHARD BURNS | |||||||
| 15 | 4725 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | $10,000 | Yes (X) | |
| TIMOTHY BYERS | |||||||
| 16 | 84 SOUTH TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $28,000 | Yes (X) | |
| LORRAINE L CALBOW | |||||||
| 17 | 2051 EAST OXFORD DRIVE | TEMPE | AZ | 85283 | $10,000 | Yes (X) | |
| CHARLES W CASE | |||||||
| 18 | 34522 NORTH SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85266 | $5,500 | Yes (X) | |
| CHAMBER MUSIC AMERICA | |||||||
| 19 | 12 WEST 32ND STREET 7TH FLOOR | NEW YORK | NY | 10001 | $15,000 | Yes (X) | |
| COLLETTI-FISS LLC | |||||||
| 20 | 8423 EAST CHARTER OAK DRIVE | SCOTTSDALE | AZ | 85260 | $5,000 | Yes (X) | |
| JOHN D'ADDARIO | |||||||
| 21 | 4725 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | $102,500 | Yes (X) | |
| DELTA DIVERSIFIED ENTERPRISES INC | |||||||
| 22 | 425 WEST GEMINI DRIVE | TEMPE | AZ | 85283 | $16,000 | Yes (X) | |
| DLMC FOUNDATION | |||||||
| 23 | 1845 PLUMBAGO WAY | NAPLES | FL | 34105 | $5,000 | Yes (X) | |
| GREGORY DUPPLER | |||||||
| 24 | 12515 48TH AVENUE NORTH | PLYMOUTH | MN | 55442 | $10,000 | Yes (X) | |
| ELAINE F STEPANEK FOUNDATION | |||||||
| 25 | US BANK NA | ST PAUL | MN | 55101 | $50,000 | Yes (X) | |
| EXPOSURE MARKETING & PROMOTION INC | |||||||
| 26 | 100 NORTH OPDYKE ROAD | AUBURN HILLS | MI | 48326 | $5,450 | Yes (X) | |
| MATTHEW FEENEY | |||||||
| 27 | 6525 NORTH CENTRAL AVENUE | PHOENIX | AZ | 85012 | $25,000 | Yes (X) | |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 28 | PO BOX 770001 | CINCINNATI | OH | 452770053 | $96,334 | Yes (X) | |
| FLINN FOUNDATION | |||||||
| 29 | 1802 NORTH CENTRAL AVENUE | PHOENIX | AZ | 85004 | $10,000 | Yes (X) | |
| MICHAEL FRANCIS | |||||||
| 30 | 84 SOUTH TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $15,000 | Yes (X) | |
| GOLDMAN SACHS & CO | |||||||
| 31 | GOLDMAN SACHS CO | CHICAGO | IL | 60606 | $5,000 | Yes (X) | |
| GOLDMAN SACHS PHILANTHROPY FUND | |||||||
| 32 | PO BOX 15203 | ALBANY | NY | 122125203 | $11,505,000 | Yes (X) | |
| BEVERLY N GROSSMAN | |||||||
| 33 | 4949 EAST LINCOLN DRIVE VILLA 29 | PARADISE VALLEY | AZ | 85253 | $10,000 | Yes (X) | |
| EVELYN GRUBB | |||||||
| 34 | 2425 EAST CAMELBACK ROAD 1155 | PHOENIX | AZ | 85016 | $225,000 | Yes (X) | |
| CHARLOTTE HAASE | |||||||
| 35 | 2448 LAKERIDGE SHORES EAST | RENO | NV | 89519 | $5,000 | Yes (X) | |
| JEANNE HERBERGER | |||||||
| 36 | 4645 EAST QUARTZ MOUNTAIN ROAD | PARADISE VALLEY | AZ | 85253 | $10,000 | Yes (X) | |
| HICKEY FAMILY FOUNDATION | |||||||
| 37 | 530 EAST HUBER STREET | MESA | AZ | 85203 | $57,500 | Yes (X) | |
| HIGHTOWER ADVISORS SCOTTSDALE | |||||||
| 38 | 14646 NORTH KIERLAND BOULEVARD | SCOTTSDALE | AZ | 85258 | $25,000 | Yes (X) | |
| JP MORGAN CHARITABLE GIVING FUND | |||||||
| 39 | 4725 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | $5,000 | Yes (X) | |
| JEWISH COMMUNITY FOUNDATIONMILWAUKEE JEWISH FEDERATION | |||||||
| 40 | 1360 NORTH PROSPECT AVENUE | MILWAUKEE | WI | 532023094 | $11,250 | Yes (X) | |
| JOHN AND JOAN D'ADDARIO FOUNDATION INC | |||||||
| 41 | 19 DANTON LANE NORTH | LOCUST VALLEY | NY | 11560 | $8,500 | Yes (X) | |
| KIM KOMANDO | |||||||
| 42 | WESTSTAR MULTIMEDIA ENTERTAINMENT | PHOENIX | AZ | 85008 | $10,300 | Yes (X) | |
| KOOL PARTY RENTALS | |||||||
| 43 | 23620 NORTH 20TH DRIVE SUITE 18 | PHOENIX | AZ | 85085 | $17,424 | Yes (X) | |
| KPMG LLP | |||||||
| 44 | 60 EAST RIO SALADO PARKWAY SUITE 80 | TEMPE | AZ | 852819125 | $7,500 | Yes (X) | |
| ROBERT F LORENZEN | |||||||
| 45 | 3333 EAST CAMINO SIN NOMBRE | PARADISE VALLEY | AZ | 85253 | $5,000 | Yes (X) | |
| JOHN D MANGELS | |||||||
| 46 | 10940 EAST COSMOS CIRCLE | SCOTTSDALE | AZ | 85255 | $5,000 | Yes (X) | |
| PAUL MARCUS | |||||||
| 47 | 39725 NORTH 107TH WAY | SCOTTSDALE | AZ | 85262 | $5,650 | Yes (X) | |
| MARTIN GUITAR CHARITABLE FOUNDATION | |||||||
| 48 | 510 SYCAMORE STREET | NAZARETH | PA | 180641000 | $5,000 | Yes (X) | |
| ROBERT G MCMAHON | |||||||
| 49 | 84 SOUTH TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $25,000 | Yes (X) | |
| JAMES J MEENAGHAN | |||||||
| 50 | 6200 NORTH 61ST PLACE | PARADISE VALLEY | AZ | 85253 | $5,000 | Yes (X) | |
| NATIONAL FINANCIAL SERVICES LLC | |||||||
| 51 | 499 WASHINGTON BOULEVARD | JERSEY CITY | NJ | 07310 | $5,000 | Yes (X) | |
| NEUTRIK | |||||||
| 52 | 4115 TAGGART CREEK ROAD | CHARLOTTE | NC | 28208 | $8,500 | Yes (X) | |
| MOE S NOZARI | |||||||
| 53 | 1 OVERHILL DRIVE | SAINT PAUL | MN | 55127 | $5,000 | Yes (X) | |
| CITY OF PHOENIX OFFICE OF ARTS AND CULTURE | |||||||
| 54 | 200 WEST WASHINGTON STREET | PHOENIX | AZ | 85003 | $43,640 | Yes (X) | |
| PHOENIX SUNS CHARITIES | |||||||
| 55 | 201 EAST JEFFERSON STREET | PHOENIX | AZ | 85004 | $5,000 | Yes (X) | |
| RANCHO SOLANO PREPARATORY SCHOOL | |||||||
| 56 | 9180 EAST VIA DE VENTURA | SCOTTSDALE | AZ | 85258 | $7,500 | Yes (X) | |
| RIZLEY FAMILY FOUNDATION | |||||||
| 57 | 24200 NORTH ALMA SCHOOL ROAD 20 | SCOTTSDALE | AZ | 85255 | $5,000 | Yes (X) | |
| RUSTY & MARY JANE POEPL FOUNDATION | |||||||
| 58 | 1320 RIVERSIDE LANE 206 | SAINT PAUL | MN | 55118 | $5,000 | Yes (X) | |
| SAGEWOOD | |||||||
| 59 | 4555 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | $5,000 | Yes (X) | |
| SANDERSON LINCOLN | |||||||
| 60 | 2121 WEST BELL ROAD | PHOENIX | AZ | 85023 | $50,770 | Yes (X) | |
| SANDERSON LINCOLN | |||||||
| 61 | 2121 WEST BELL ROAD | PHOENIX | AZ | 85023 | $2,750 | Yes (X) | |
| JEAN SAVAGE | |||||||
| 62 | 4555 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | $5,000 | Yes (X) | |
| RANDALL SCHNEEWIND | |||||||
| 63 | BERG DRYWALL | CHASKA | MN | 55318 | $25,000 | Yes (X) | |
| SCOTTSDALE LEAGUE FOR THE ARTS | |||||||
| 64 | 7309 EAST EVANS ROAD | SCOTTSDALE | AZ | 85260 | $5,000 | Yes (X) | |
| SENNHEISER ELECTRONIC CORPORATION | |||||||
| 65 | 1 ENTERPRISE DRIVE | OLD LYME | CT | 06371 | $5,000 | Yes (X) | |
| STORAGE SOLUTIONS | |||||||
| 66 | 29201 NORTH CAVE CREEK ROAD | CAVE CREEK | AZ | 85331 | $5,202 | Yes (X) | |
| TARGET | |||||||
| 67 | 50 SOUTH 10TH STREET TP3-750 | MINNEAPOLIS | MN | 55403 | $85,000 | Yes (X) | |
| HALDUN TASHMAN | |||||||
| 68 | 5801 EAST STARLIGHT WAY | PARADISE VALLEY | AZ | 85253 | $12,500 | Yes (X) | |
| THE MATRICARIA FAMILY FOUNDATION | |||||||
| 69 | 9674 EAST TAOS DRIVE | SCOTTSDALE | AZ | 85262 | $5,000 | Yes (X) | |
| TWIFORD FOUNDATION | |||||||
| 70 | 3219 EAST CAMELBACK ROAD 575 | PHOENIX | AZ | 85018 | $20,000 | Yes (X) | |
| CURTIS J ULRICH | |||||||
| 71 | 84 SOUTH TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $15,000 | Yes (X) | |
| ROBERT J ULRICH | |||||||
| 72 | 84 SOUTH TENTH STREET SUITE 45 | MINNEAPOLIS | MN | 55403 | $5,000 | Yes (X) | |
| US BANK | |||||||
| 73 | 101 NORTH 1ST AVENUE SUITE 1600 | PHOENIX | AZ | 85003 | $15,000 | Yes (X) | |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| 74 | PO BOX 55766 | BOSTON | MA | 022055766 | $5,500 | Yes (X) | |
| IRENE H VASQUEZ | |||||||
| 75 | 2810 EAST MISSION LANE | PHOENIX | AZ | 85028 | $5,000 | Yes (X) | |
| DAVID VIEWEG | |||||||
| 76 | 9390 NORTH 57TH STREET | PARADISE VALLEY | AZ | 852531770 | $10,000 | Yes (X) | |
| NANCY E WALTERS | |||||||
| 77 | 5729 EAST HERMOSA VISTA DRIVE | MESA | AZ | 85215 | $10,000 | Yes (X) | |
| WELLS FARGO FOUNDATION | |||||||
| 78 | COMMUNITY RELATIONS AND CRA RISK MA | PHOENIX | AZ | 85003 | $5,000 | Yes (X) | |
| WESTERN REFINING | |||||||
| 79 | 1250 WEST WASHINGTON STREET SUITE 1 | TEMPE | AZ | 85281 | $25,000 | Yes (X) | |
| JULIUS L WITZLER | |||||||
| 80 | 925 LINCOLN STREET 5F | DENVER | CO | 80203 | $20,000 | Yes (X) | |
| AVNER YONAI | |||||||
| 81 | PO BOX 280317 | SAN FRANCISCO | CA | 941280317 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 22 | GENERATOR & STAGE POWER FOR MIMFEST | $16,000 | 2014-11-01 |
| 43 | FURNISHINGS FOR VIP MUSIC FESTIVAL TENT | $17,424 | 2014-11-01 |
| 61 | LOAN OF (4) PASSENGER VANS | $2,750 | 2014-11-01 |
| 66 | STORAGE FOR TRAVELING EXHIBITION | $5,202 | 2014-01-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,216 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,216 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (31 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS BANK DEPOSIT (BDA) | $57,609 | $57,613 |
| ANHEUSER-BUSCH INBEV WORLDWIDE 5.375% 01/15/2020 | $173,614 | $173,614 |
| AT&T INC. 2.375% 11/27/2018 SR LIEN M-W+15.00BP S&P | $100,999 | $100,999 |
| BLACKROCK, INC. 5.0% 12/10/2019 M-W+25.00BP S&P AA- | $170,025 | $170,025 |
| CATERPILLAR FINANCIAL SERVICES MTN 1.0% 03/03/2017 | $150,087 | $150,087 |
| DIRECTV HOLDINGS/FINANCE 5.875% 10/01/2019 M- | $173,778 | $173,778 |
| EMC CORPORATION 2.65% 06/01/2020 SR LIEN M- | $199,480 | $199,480 |
| FRANKLIN RESOURCES, INC. 1.375% 09/15/2017 M- | $125,042 | $125,042 |
| GENERAL ELECTRIC CAPITAL CORP MTN 1.0% 01/08/2016 | $151,267 | $151,267 |
| GENERAL MILLS, INC. 0.875% 01/29/2016 SR LIEN M- | $125,708 | $125,708 |
| GLAXOSMITHKLINE 5.65% 05/15/2018 M-W+25.00BP S&P A+ | $170,061 | $170,061 |
| GS HIGH YIELD FLOATING RATE FUND INSTITUTIONAL SHARES | $257,454 | $257,454 |
| GS STRATEGIC INCOME FUND INSTITUTIONAL SHARES | $347,463 | $347,463 |
| HEWLETT-PACKARD COMPANY 2.2% 12/01/2015 SR LIEN M- | $126,463 | $126,463 |
| HONEYWELL INTERNATIONAL INC. 5.3% 03/15/2017 M- | $165,676 | $165,676 |
| JPMORGAN CHASE & CO. 1.8% 01/25/2018 USD SR LIEN | $125,878 | $125,878 |
| MORGAN STANLEY 2.5% 01/24/2019 USD SER F SR LIEN | $101,181 | $101,181 |
| NOVARTIS SECURITIES INVESTMENT 5.125% 02/10/2019 M- | $142,863 | $142,863 |
| ORACLE CORPORATION 1.2% 10/15/2017 SR LIEN M- | $124,872 | $124,872 |
| PIMCO INCOME FUND INSTITUTIONAL | $385,556 | $385,556 |
| SANOFI 1.25% 04/10/2018 SR LIEN M-W+10.00BP S&P AA | $148,991 | $148,991 |
| SIMON PROPERTY GROUP, L.P. 4.125% 12/01/2021 SR LIEN | $136,407 | $136,407 |
| SYMANTEC CORP 2.75% 09/15/2015 M-W+20.00BP S&P | $127,547 | $127,547 |
| THE BANK OF NOVA SCOTIA 2.125% 09/11/2019 SR LIEN | $126,082 | $126,082 |
| TOTAL CAPITAL INTERNATIONAL 2.75% 06/19/2021 SR LIEN | $200,931 | $200,931 |
| TOYOTA MOTOR CREDIT CORPORATIO 2.05% 01/12/2017 S&P | $154,246 | $154,246 |
| UNITED TECHNOLOGIES CORP 6.125% 02/01/2019 USD SR | $148,318 | $148,318 |
| UNITEDHEALTH GROUP INC 6.0% 02/15/2018 SR LIEN M- | $114,832 | $114,832 |
| VERIZON COMMUNICATIONS INC. 4.5% 09/15/2020 SR LIEN | $109,901 | $109,901 |
| WAL-MART STORES, INC. 5.8% 02/15/2018 USD SR LIEN | $115,224 | $115,224 |
| WESTPAC BANKING CORPORATION FRN 07/30/2018 USD | $151,511 | $151,511 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (301 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS BANK DEPOSIT (BDA) (*BDANOW) | $109,285 | $109,282 |
| ABB LTD SPONSORED ADR CMN (ABB) | $15,778 | $15,778 |
| ABB LTD SPONSORED ADR CMN (ABB) | $33,925 | $33,925 |
| ABERDEEN ASSET MANAGEMENT PLC ADR CMN (ABDNY) | $12,351 | $12,351 |
| ADIDAS AG ADR CMN (ADDYY) | $8,890 | $8,890 |
| ALLIANZ SE ADR CMN (AZSEY) | $10,720 | $10,720 |
| AMADEUS IT HLDG S A ADR CMN (AMADY) | $11,170 | $11,170 |
| AMCOR LTD ADR (NEW) ADR CMN (AMCRY) | $20,626 | $20,626 |
| AVAGO TECHNOLOGIES LTD CMN (AVGO) | $22,532 | $22,532 |
| BAIDU, INC. SPONSORED ADR CMN (BIDU) | $16,870 | $16,870 |
| BANCO BRADESCO S.A. ADR CMN (BBD) | $21,405 | $21,405 |
| BANCO SANTANDER, S.A. SPON ADR (SAN) | $26,206 | $26,206 |
| BG GROUP PLC SPON ADR ADR CMN (BRGYY) | $12,180 | $12,180 |
| BP P.L.C. SPONSORED ADR CMN (BP) | $21,728 | $21,728 |
| BRAMBLES LIMITED UNSPONSORED ADR CMN (BMBLY) | $11,900 | $11,900 |
| BRF SA SPONSORED ADR CMN (BRFS) | $8,523 | $8,523 |
| BRITISH AMERICAN TOBACCO PLC SPONS ADR (BTI) | $21,780 | $21,780 |
| BUNZL PLC SPONSORED ADR CMN (BZLFY) | $13,835 | $13,835 |
| CANADIAN NATIONAL RAILWAY CO. CMN (CNI) | $14,264 | $14,264 |
| CANON INC ADR SPONSORED ADR CMN (CAJ) | $26,658 | $26,658 |
| CARLSBERG AS SPONSORED ADR CMN (CABGY) | $13,367 | $13,367 |
| CAUSEWAY INTERNATIONAL VALUE I MUTUAL FUND CLASS | $841,944 | $841,944 |
| CENOVUS ENERGY INC. CMN (CVE) | $5,237 | $5,237 |
| CENTRICA PLC SPONSORED ADR CMN (CPYYY) | $10,388 | $10,388 |
| CGI GROUP INC CMN CLASS A (GIB) | $18,584 | $18,584 |
| CHEUNG KONG HLDGS LTD (ADR) ADR CMN (CHEUY) | $13,845 | $13,845 |
| CHINA MOBILE LIMITED SPONSORED ADR CMN (CHL) | $18,234 | $18,234 |
| CIELO S A SPONSORED ADR CMN (CIOXY) | $8,622 | $8,622 |
| CNOOC LIMITED SPONSORED ADR CMN (CEO) | $4,334 | $4,334 |
| COCA-COLA AMATIL LIMITED SPONSORED ADR CMN (CCLAY) | $4,698 | $4,698 |
| COMPASS GROUP PLC SPONSORED ADR CMN (CMPGY) | $16,703 | $16,703 |
| DAIMLER AG SPONSORED ADR CMN (DDAIY) | $15,857 | $15,857 |
| DENSO CORP ADR ADR CMN (DNZOY) | $9,735 | $9,735 |
| DEUTSCHE BOERSE AG UNPOSNORED ADR CMN (DBOEY) | $13,307 | $13,307 |
| DEUTSCHE POST AG SPONSORED ADR CMN (DPSGY) | $9,523 | $9,523 |
| DEUTSCHE TELEKOM AG SPONSORED ADR CMN (DTEGY) | $30,238 | $30,238 |
| ENCANA CORPORATION CMN (ECA) | $11,387 | $11,387 |
| ENI S.P.A SPON ADR SPONSORED ADR CMN (E) | $16,687 | $16,687 |
| ERICSSON AMERICAN ADR CMN CLASS B (ERIC) | $14,677 | $14,677 |
| FANUC CORP UNSPONSORED ADR CMN (FANUY) | $15,748 | $15,748 |
| FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS (FMX) | $5,810 | $5,810 |
| GALAXY ENTMT GROUP LTD SPONSORED ADR CMN (GXYEY) | $14,072 | $14,072 |
| GLAXOSMITHKLINE PLC SPONSORED ADR CMN (GSK) | $31,371 | $31,371 |
| GREAT WALL MTR CO LTD ADR CMN (GWLLY) | $17,458 | $17,458 |
| GRUPO TELEVISA, S.A. GDS REP 5 CPO'S REP 1 L SHARE, 1 A (TV) | $15,565 | $15,565 |
| HONDA MTR LTD (AMER SHS) ADR CMN (HMC) | $28,575 | $28,575 |
| HUTCHISON WHAMPOA (ADR) ADR CMN (HUWHY) | $20,601 | $20,601 |
| IBERDROLA, SOCIEDAD ANONIMA SPONSORED ADR CMN (IBDRY) | $41,124 | $41,124 |
| INDUSTRIAL & COMMERCIAL BANK O ADR CMN (IDCBY) | $14,626 | $14,626 |
| JULIUS BAER GROUP LTD. ADR CMN (JBAXY) | $11,840 | $11,840 |
| KAO CORP SPONSORED ADR CMN (KCRPY) | $26,266 | $26,266 |
| KASIKORNBANK PUB CO LTD ADR CMN (KPCPY) | $13,002 | $13,002 |
| KEPPEL CORP LTD (ADR) SPONSORED ADR CMN (KPELY) | $12,329 | $12,329 |
| KINGFISHER PLC SPONSORED ADR CMN (KGFHY) | $14,272 | $14,272 |
| KOMATSU LTD ADR (NEW) SPONSORED GDS CMN (KMTUY) | $13,051 | $13,051 |
| KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN (AHONY) | $33,155 | $33,155 |
| NATIONAL GRID PLC SPONSORED ADR CMN (NGG) | $29,819 | $29,819 |
| NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) (NSRGY) | $30,688 | $30,688 |
| NOVARTIS AG-ADR SPONSORED ADR CMN (NVS) | $14,084 | $14,084 |
| NOVARTIS AG-ADR SPONSORED ADR CMN (NVS) | $40,956 | $40,956 |
| NOVO-NORDISK A/S ADR ADR CMN (NVO) | $9,183 | $9,183 |
| NTT DOCOMO, INC. SPONSORED ADR CMN (DCM) | $9,578 | $9,578 |
| ORANGE ADR (ORAN) | $24,669 | $24,669 |
| PRADA S P A ADR CMN (PRDSY) | $8,762 | $8,762 |
| PROSIEBENSAT.1 MEDIA AG UNSPONSORED ADR CMN (PBSFY) | $10,706 | $10,706 |
| PT BANK MANDIRI (PERSERO) ADR CMN (PPERY) | $13,076 | $13,076 |
| PUBLICIS GROUPE S.A. SPONSORED ADR CMN (PUBGY) | $21,109 | $21,109 |
| QBE INSURANCE GROUP LIMITED SPONSORED ADR CMN (QBIEY) | $5,871 | $5,871 |
| REED ELSEVIER GROUP PLC SPONSORED ADR CMN (RUK) | $22,729 | $22,729 |
| REED ELSEVIER N.V. SPONSORED ADR CMN (ENL) | $10,004 | $10,004 |
| ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184 (RHHBY) | $25,668 | $25,668 |
| ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES A (RDSA) | $20,018 | $20,018 |
| ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES B (RDSB) | $16,138 | $16,138 |
| RWE AG AKTIENGESELLSCHAFT SPON ADR (RWEOY) | $18,002 | $18,002 |
| SANOFI SPONSORED ADR CMN (SNY) | $33,843 | $33,843 |
| SAP SE (SPON ADR) (SAP) | $23,611 | $23,611 |
| SAP SE (SPON ADR) (SAP) | $27,721 | $27,721 |
| SCHNEIDER ELECTRIC SE UNSPONSORED ADR SCHNEIDER (SBGSY) | $14,609 | $14,609 |
| SEVEN & I HOLDINGS CO., LTD. UNSPONSORED ADR CMN (SVNDY) | $22,029 | $22,029 |
| SHIRE LIMITED SPONSORED ADR CMN (SHPG) | $10,414 | $10,414 |
| SINGAPORE TELECOMMUNICATNS LTD SPONSORED ADR CMN (SGAPY) | $23,722 | $23,722 |
| SKY PLC SPONSORED ADR CMN (SKYAY) | $27,138 | $27,138 |
| SMITH & NEPHEW PLC ADR CMN (SNN) | $13,520 | $13,520 |
| SUNCOR ENERGY INC. CMN (SU) | $19,640 | $19,640 |
| SYNGENTA AG SPONSORED ADR CMN (SYT) | $13,812 | $13,812 |
| SYNGENTA AG SPONSORED ADR CMN (SYT) | $5,268 | $5,268 |
| TAIWAN SEMICONDUCTOR MFG ADS LTD ADS (TSM) | $19,851 | $19,851 |
| TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS(TSM) | $29,049 | $29,049 |
| TAKEDA PHARMACEUTICAL COMPANY SPONSORED ADR CMN (TKPYY) | $24,129 | $24,129 |
| TELEFONICA S.A. ADR SPONSORED ADR CMN (TEF) | $28,448 | $28,448 |
| TESCO PLC (SPONSORED) ADR SPONSORED ADR CMN (TSCDY) | $23,181 | $23,181 |
| TEVA PHARMACEUTICAL IND LTD ADS (TEVA) | $30,193 | $30,193 |
| TEVA PHARMACEUTICAL IND LTD ADS (TEVA) | $30,538 | $30,538 |
| TOKIO MARINE HOLDINGS, INC. ADR CMN (TKOMY) | $28,773 | $28,773 |
| TOKYO ELECTRON LIMITED UNSPONSORED ADR CMN (TOELY) | $20,746 | $20,746 |
| TOTAL SA SPONSORED ADR CMN (TOT) | $26,368 | $26,368 |
| TOYOTA MOTOR CORPORATION SPON ADR (TM) | $18,697 | $18,697 |
| UBS GROUP AG CMN (UBS) | $11,986 | $11,986 |
| UNILEVER N.V. NY SHS (NEW) ADR CMN (UN) | $11,244 | $11,244 |
| UNILEVER PLC (NEW) SPONSORED ADR CMN (UL) | $29,550 | $29,550 |
| UNITED OVERSEAS BK LTD SPONSORED ADR CMN (UOVEY) | $17,883 | $17,883 |
| UNITED OVERSEAS BK LTD SPONSORED ADR CMN (UOVEY) | $24,732 | $24,732 |
| VINCI ADR CMN (VCISY) | $15,102 | $15,102 |
| VIRTUS EMERGING MARKETS OPPORTUNITIES FUND I (HIEMX) | $320,321 | $320,321 |
| VODAFONE GROUP PLC ADR CMN (VOD) | $13,907 | $13,907 |
| WPP PLC ADR CMN (WPPGY) | $26,129 | $26,129 |
| YAHOO JAPAN CORPORATION UNSPONSORED ADR CMN (YAHOY) | $12,444 | $12,444 |
| ZURICH INS GROUP LTD SPONSORED ADR CMN (ZURVY) | $24,436 | $24,436 |
| GOLDMAN SACHS BANK DEPOSIT (BDA) (BDANOW) | $334,283 | $334,283 |
| 3 D SYSTEMS CORP (NEW) CMN (DDD) | $19,821 | $19,821 |
| ABBOTT LABORATORIES CMN (ABT) | $29,128 | $29,128 |
| ABBVIE INC. CMN (ABBV) | $32,131 | $32,131 |
| ABERDEEN ASSET MANAGEMENT PLC ADR CMN (ABDNY) | $47,123 | $47,123 |
| ADVANCE AUTO PARTS, INC. CMN (AAP) | $78,525 | $78,525 |
| AETNA INC CMN (AET) | $34,111 | $34,111 |
| AFLAC INCORPORATED CMN (AFL) | $54,859 | $54,859 |
| AGCO CORP CMN (AGCO) | $12,430 | $12,430 |
| AGILENT TECHNOLOGIES, INC. CMN (A) | $24,032 | $24,032 |
| ALBEMARLE CORP CMN (ALB) | $12,146 | $12,146 |
| ALLERGAN INC CMN (AGN) | $107,145 | $107,145 |
| ALTRIA GROUP, INC. CMN (MO) | $56,266 | $56,266 |
| AMERICAN INTL GROUP, INC. CMN (AIG) | $69,060 | $69,060 |
| AMERICAN INTL GROUP, INC. CMN (AIG) | $34,446 | $34,446 |
| AMERICAN TOWER CORPORATION CMN (AMT) | $32,719 | $32,719 |
| AMERIPRISE FINANCIAL, INC. CMN (AMP) | $29,095 | $29,095 |
| AMERISOURCEBERGEN CORPORATION CMN (ABC) | $17,040 | $17,040 |
| ANSYS INC CMN (ANSS) | $16,564 | $16,564 |
| ANSYS INC CMN (ANSS) | $71,012 | $71,012 |
| ANTHEM, INC. CMN (ANTM) | $22,244 | $22,244 |
| APACHE CORP. CMN (APA) | $42,365 | $42,365 |
| APPLE, INC. CMN (AAPL) | $71,085 | $71,085 |
| APPLE, INC. CMN (AAPL) | $73,072 | $73,072 |
| APPLE, INC. CMN (AAPL) | $27,816 | $27,816 |
| APPLIED MATERIALS INC CMN (AMAT) | $25,468 | $25,468 |
| BAIDU, INC. SPONSORED ADR CMN (BIDU) | $33,968 | $33,968 |
| BAKER HUGHES INC CMN (BHI) | $36,614 | $36,614 |
| BANKUNITED INC CMN (BKU) | $20,627 | $20,627 |
| BAXTER INTERNATIONAL INC CMN (BAX) | $65,448 | $65,448 |
| BERKSHIRE HATHAWAY INC. CLASS B (BRKB) | $38,739 | $38,739 |
| BIO TECHNE CORP CMN (TECH) | $19,589 | $19,589 |
| BIOGEN IDEC INC. CMN (BIIB) | $16,633 | $16,633 |
| BLACKBAUD INC CMN (BLKB) | $8,609 | $8,609 |
| BLACKROCK, INC. CMN (BLK) | $53,634 | $53,634 |
| BLACKROCK, INC. CMN (BLK) | $30,035 | $30,035 |
| BOEING COMPANY CMN (BA) | $46,143 | $46,143 |
| BOEING COMPANY CMN (BA) | $40,164 | $40,164 |
| BRISTOL-MYERS SQUIBB COMPANY CMN (BMY) | $35,831 | $35,831 |
| CALIFORNIA RESOURCES CORP CMN (CRC) | $744 | $744 |
| CARMAX, INC. CMN (KMX) | $78,298 | $78,298 |
| CARNIVAL CORPORATION CMN (CCL) | $40,888 | $40,888 |
| CELGENE CORPORATION CMN (CELG) | $42,507 | $42,507 |
| CENTURYLINK INC CMN (CTL) | $28,260 | $28,260 |
| CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES (CHKP) | $27,735 | $27,735 |
| CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES (CHKP) | $22,942 | $22,942 |
| CHEVRON CORPORATION CMN (CVX) | $28,942 | $28,942 |
| CHINA MOBILE LIMITED SPONSORED ADR CMN (CHL) | $77,525 | $77,525 |
| CHIPOTLE MEXICAN GRILL, INC. CMN (CMG) | $21,904 | $21,904 |
| CHUBB CORP CMN (CB) | $34,206 | $34,206 |
| CINCINNATI FINANCIAL CRP CMN (CINF) | $55,043 | $55,043 |
| CISCO SYSTEMS, INC. CMN (CSCO) | $34,630 | $34,630 |
| CISCO SYSTEMS, INC. CMN (CSCO) | $31,153 | $31,153 |
| CIT GROUP INC. CMN CLASS (CIT) | $32,333 | $32,333 |
| CITIGROUP INC. CMN (C) | $33,440 | $33,440 |
| CITRIX SYSTEMS INC CMN (CTXS) | $23,861 | $23,861 |
| CME GROUP INC. CMN CLASS A (CME) | $38,829 | $38,829 |
| COCA-COLA COMPANY (THE) CMN (KO) | $20,519 | $20,519 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) | $79,253 | $79,253 |
| COLGATE-PALMOLIVE CO CMN (CL) | $16,882 | $16,882 |
| CONCHO RESOURCES INC. CMN (CXO) | $29,925 | $29,925 |
| CONOCOPHILLIPS CMN (COP) | $37,776 | $37,776 |
| CORE LABORATORIES N.V. CMN (CLB) | $48,377 | $48,377 |
| CORNING INCORPORATED CMN (GLW) | $49,552 | $49,552 |
| CORRECTIONS CORP OF AMERICA CMN (CXW) | $34,523 | $34,523 |
| COSTAR GROUP, INC. CMN (CSGP) | $40,399 | $40,399 |
| CVS HEALTH CORP CMN (CVS) | $73,003 | $73,003 |
| CVS HEALTH CORP CMN (CVS) | $36,694 | $36,694 |
| DANA HOLDING CORPORATION CMN (DAN) | $15,979 | $15,979 |
| DEALERTRACK TECHNOLOGIES, INC. CMN (TRAK) | $34,650 | $34,650 |
| DENTSPLY INTL INC CMN (XRAY) | $39,580 | $39,580 |
| DEVON ENERGY CORPORATION (NEW) CMN (DVN) | $19,036 | $19,036 |
| DISCOVER FINANCIAL SERVICES CMN (DFS) | $67,127 | $67,127 |
| DISCOVERY COMMUNICATIONS, INC. CMN (DISCK) | $78,804 | $78,804 |
| DOLLAR GENERAL CORPORATION CMN (DG) | $67,660 | $67,660 |
| DOMINION RESOURCES, INC. CMN (D) | $29,222 | $29,222 |
| DOVER CORPORATION CMN (DOV) | $39,805 | $39,805 |
| DUKE ENERGY CORPORATION CMN (DUK) | $24,060 | $24,060 |
| E.I. DU PONT DE NEMOURS AND CO CMN (DD) | $27,801 | $27,801 |
| EATON VANCE CORP (NON-VTG) CMN (EV) | $15,308 | $15,308 |
| EBAY INC. CMN (EBAY) | $74,640 | $74,640 |
| ECOLAB INC CMN (ECL) | $21,740 | $21,740 |
| ECOLAB INC CMN (ECL) | $54,455 | $54,455 |
| ELI LILLY & CO CMN (LLY) | $51,053 | $51,053 |
| EVEREST RE GROUP LTD CMN (RE) | $43,937 | $43,937 |
| EXAMWORKS GROUP, INC. CMN (EXAM) | $37,847 | $37,847 |
| EXPONENT, INC. CMN (EXPO) | $30,690 | $30,690 |
| EXXON MOBIL CORPORATION CMN (XOM) | $21,633 | $21,633 |
| FASTENAL CO CMN (FAST) | $78,759 | $78,759 |
| FEDERATED INVESTORS, INC. CMN CLASS B (FII) | $48,308 | $48,308 |
| FIDELITY NATL INFO SVCS INC CMN (FIS) | $20,961 | $20,961 |
| FOSSIL GROUP INC. CMN (FOSL) | $29,678 | $29,678 |
| FRANKLIN RESOURCES INC CMN (BEN) | $44,592 | $44,592 |
| GENERAL DYNAMICS CORP. CMN (GD) | $63,443 | $63,443 |
| GENTEX CORP CMN (GNTX) | $42,814 | $42,814 |
| GENUINE PARTS CO. CMN (GPC) | $25,257 | $25,257 |
| HASBRO, INC. CMN (HAS) | $38,878 | $38,878 |
| HEALTHCARE SVCS GROUP INC CMN (HCSG) | $34,889 | $34,889 |
| HEXCEL CORPORATION (NEW) CMN (HXL) | $16,886 | $16,886 |
| HUNTINGTON BANCSHARES INCORPOR CMN (HBAN) | $16,958 | $16,958 |
| IMAX CORPORATION CMN (IMAX) | $34,793 | $34,793 |
| INGERSOLL-RAND PLC CMN (IR) | $23,581 | $23,581 |
| INTEL CORPORATION CMN (INTC) | $46,233 | $46,233 |
| INTERCONTINENTAL HOTELS GROUP SPONSORED ADR CMN (IHG) | $11,695 | $11,695 |
| INTL BUSINESS MACHINES CORP CMN (IBM) | $13,798 | $13,798 |
| INTUITIVE SURGICAL, INC. CMN (ISRG) | $22,215 | $22,215 |
| INVESTORS BANCORP, INC. CMN (ISBC) | $14,525 | $14,525 |
| J.M. SMUCKER CO. CMN (SJM) | $15,349 | $15,349 |
| JACOBS ENGINEERING GRP CMN (JEC) | $14,301 | $14,301 |
| KINDER MORGAN INC CMN CLASS P (KMI) | $85,043 | $85,043 |
| KOHL'S CORP (WISCONSIN) CMN (KSS) | $27,407 | $27,407 |
| LKQ CORPORATION CMN (LKQ) | $70,919 | $70,919 |
| LORILLARD, INC. CMN (LO) | $53,877 | $53,877 |
| LOWES COMPANIES INC CMN (LOW) | $51,050 | $51,050 |
| LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN (LVMUY) | $20,772 | $20,772 |
| MARKEL CORPORATION CMN (MKL) | $37,556 | $37,556 |
| MARKEL CORPORATION CMN (MKL) | $55,993 | $55,993 |
| MARSH & MCLENNAN CO INC CMN (MMC) | $27,819 | $27,819 |
| MASCO CORPORATION CMN (MAS) | $29,257 | $29,257 |
| MASTERCARD INCORPORATED CMN CLASS A (MA) | $44,976 | $44,976 |
| MC DONALDS CORP CMN (MCD) | $25,768 | $25,768 |
| METLIFE, INC. CMN (MET) | $23,367 | $23,367 |
| MICROSOFT CORPORATION CMN (MSFT) | $75,574 | $75,574 |
| MICROSOFT CORPORATION CMN (MSFT) | $34,977 | $34,977 |
| MICROSOFT CORPORATION CMN (MSFT) | $64,194 | $64,194 |
| MOODYS CORP CMN (MCO) | $58,061 | $58,061 |
| MORGAN STANLEY CMN (MS) | $33,911 | $33,911 |
| MOTOROLA SOLUTIONS INC CMN (MSI) | $71,910 | $71,910 |
| MSC INDUSTRIAL DIRECT CO INC CL-A CLASS A (MSM) | $21,938 | $21,938 |
| NASDAQ OMX GROUP, INC. CMN (NDAQ) | $29,879 | $29,879 |
| NATIONAL OILWELL VARCO, INC. COMMON STOCK CMN (NOV) | $25,819 | $25,819 |
| NCR CORPORATION CMN (NCR) | $36,046 | $36,046 |
| NEWMARKET CORP CMN (NEU) | $28,651 | $28,651 |
| NORTHERN TRUST CORP CMN (NTRS) | $25,005 | $25,005 |
| NOVARTIS AG-ADR SPONSORED ADR CMN (NVS) | $64,862 | $64,862 |
| OCCIDENTAL PETROLEUM CORP CMN (OXY) | $27,246 | $27,246 |
| ORACLE CORPORATION CMN (ORCL) | $77,483 | $77,483 |
| ORACLE CORPORATION CMN (ORCL) | $42,946 | $42,946 |
| ORACLE CORPORATION CMN (ORCL) | $94,437 | $94,437 |
| PARKER-HANNIFIN CORP. CMN (PH) | $44,875 | $44,875 |
| PAYCHEX, INC. CMN (PAYX) | $52,957 | $52,957 |
| PEPSICO INC CMN (PEP) | $27,801 | $27,801 |
| PFIZER INC. CMN (PFE) | $44,389 | $44,389 |
| PHILIP MORRIS INTL INC CMN (PM) | $24,516 | $24,516 |
| PORSCHE AUTOMOBIL HOLDING SE PFD (POAHF) | $71,142 | $71,142 |
| PRAXAIR, INC CMN SERIES (PX) | $31,613 | $31,613 |
| PRICE T ROWE GROUP INC CMN (TROW) | $28,591 | $28,591 |
| PRICESMART INC CMN (PSMT) | $17,149 | $17,149 |
| QUALCOMM INC CMN (QCOM) | $28,171 | $28,171 |
| RED HAT, INC. CMN (RHT) | $68,449 | $68,449 |
| REYNOLDS AMERICAN INC. CMN (RAI) | $41,197 | $41,197 |
| ROCK-TENN CO. CL. A CMN CLASS A (RKT) | $24,514 | $24,514 |
| ROCKWELL COLLINS, INC. CMN (COL) | $29,484 | $29,484 |
| ROPER INDS INC (NEW) CMN (ROP) | $56,911 | $56,911 |
| SABRE CORPORATION CMN (SABR) | $38,391 | $38,391 |
| SALLY BEAUTY HOLDINGS, INC. CMN (SBH) | $43,436 | $43,436 |
| SCHLUMBERGER LTD CMN (SLB) | $59,872 | $59,872 |
| SEAGATE TECHNOLOGY PLC CMN (STX) | $27,332 | $27,332 |
| SEI INVESTMENTS CO CMN (SEIC) | $69,309 | $69,309 |
| SIGNET JEWELERS LIMITED CMN (SIG) | $60,259 | $60,259 |
| STARWOOD HOTELS & RESORTS CMN (HOT) | $11,593 | $11,593 |
| STATE STREET CORPORATION (NEW) CMN (STT) | $34,514 | $34,514 |
| STERICYCLE INC CMN (SRCL) | $51,646 | $51,646 |
| STRATASYS LTD CMN (SSYS) | $13,131 | $13,131 |
| TANGOE INC CMN (TNGO) | $18,555 | $18,555 |
| TARGET CORPORATION CMN (TGT) | $76,593 | $76,593 |
| TEXAS INSTRUMENTS INC. CMN (TXN) | $36,891 | $36,891 |
| THE BANK OF NY MELLON CORP CMN (BK) | $28,967 | $28,967 |
| THE HOME DEPOT, INC. CMN (HD) | $26,977 | $26,977 |
| THE MOSAIC COMPANY CMN (MOS) | $42,957 | $42,957 |
| TIME WARNER INC. CMN (TWX) | $34,595 | $34,595 |
| TIME WARNER INC. CMN (TWX) | $11,617 | $11,617 |
| TJX COMPANIES INC (NEW) CMN (TJX) | $35,456 | $35,456 |
| TRIMBLE NAVIGATION LTD CMN (TRMB) | $36,864 | $36,864 |
| TYLER TECHNOLOGIES INC CMN (TYL) | $31,956 | $31,956 |
| UNILEVER N.V. NY SHS (NEW) ADR CMN (UN) | $22,292 | $22,292 |
| UNITED TECHNOLOGIES CORP CMN (UTX) | $26,450 | $26,450 |
| UNITEDHEALTH GROUP INCORPORATE CMN (UNH) | $40,941 | $40,941 |
| VECTREN CORP CMN (VVC) | $23,115 | $23,115 |
| VERISK ANALYTICS INC. CMN CLASS A (VRSK) | $52,137 | $52,137 |
| VERIZON COMMUNICATIONS INC. CMN (VZ) | $31,436 | $31,436 |
| VERIZON COMMUNICATIONS INC. CMN (VZ) | $30,594 | $30,594 |
| VISA INC. CMN CLASS A (V) | $37,495 | $37,495 |
| VISA INC. CMN CLASS A (V) | $89,410 | $89,410 |
| VISA INC. CMN CLASS A (V) | $47,458 | $47,458 |
| VISTEON CORPORATION CMN (VC) | $32,699 | $32,699 |
| WAGEWORKS INC CMN (WAGE) | $41,712 | $41,712 |
| WALT DISNEY COMPANY (THE) CMN (DIS) | $28,602 | $28,602 |
| WASTE CONNECTIONS INC CMN (WCN) | $31,541 | $31,541 |
| WATERS CORPORATION COMMON STOCK (WAT) | $11,047 | $11,047 |
| WELLS FARGO & CO (NEW) CMN (WFC) | $61,563 | $61,563 |
| WINDSTREAM HOLDINGS INC. CMN (WIN) | $32,746 | $32,746 |
| WISCONSIN ENERGY CORP(HLDG CO) CMN (WEC) | $24,313 | $24,313 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 1 | FMV | $1,123,556 | $1,123,556 |
| HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 118 | FMV | $257,652 | $257,652 |
| HEDGE FUND OPPORTUNITIES LTD CLASS A SERIES 121 | FMV | $259,611 | $259,611 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $14,586,850 | $0 | $14,586,850 | $14,586,850 |
| FURNITURE & EQUIPMENT | $7,459,556 | $4,721,439 | $2,738,117 | $2,738,117 |
| LEASEHOLD IMPROVEMENT | $149,458 | $149,458 | $0 | |
| SOFTWARE | $506,056 | $299,161 | $206,895 | $206,895 |
| VEHICLES | $52,065 | $34,583 | $17,482 | $17,482 |
| BUILDING | $103,347,215 | $23,435,885 | $79,911,330 | $79,911,330 |
| LAND IMPROVEMENTS | $8,657 | $541 | $8,116 | $8,116 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,903 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,903 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAX ASSET | $5,600 | $6,880 | $6,880 |
| SECURITY DEPOSIT RECEIVABLE | $10,091 | $10,091 | $10,091 |
| OTHER ASSETS | $434,828 | $424,553 | $424,553 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CATERING EXPENSE | $53,457 | $0 | $53,457 | $0 |
| TELEPHONE | $72,287 | $0 | $1,238 | $71,049 |
| POSTAGE & SHIPPING | $140,539 | $0 | $31 | $140,508 |
| ADVERTISING & MARKETING | $542,019 | $0 | $0 | $542,019 |
| SUPPLIES | $158,939 | $0 | $1,650 | $157,289 |
| EQUIPMENT RENTAL | $211,164 | $0 | $128 | $211,036 |
| REPAIRS & MAINTENANCE | $462,005 | $0 | $0 | $462,005 |
| INSURANCE | $138,202 | $0 | $0 | $148,132 |
| MISCELLANEOUS | $543,704 | $0 | $2,565 | $1,994,409 |
| MUSICAL INSTRUMENT PURCHASES | $306,973 | $0 | $0 | $306,973 |
| EVENTS | $199,021 | $0 | $0 | $199,021 |
| SOFTWARE | $160,516 | $0 | $0 | $160,516 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MUSEUM ADMISSION | $2,789,139 | $2,789,139 |
| MUSIC THEATER | $1,718,410 | $1,718,410 |
| OTHER PROGRAM REVENUE | $69,536 | $69,536 |
| CATERING | $6,123 | $6,123 |
| ADVERTISING | $225 | $225 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $233,028 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CUSTOMER & EVENT DEPOSITS | $4,688 | $47,661 |
| OTHER LIABILITIES | $91,796 | $113,880 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL SERVICE | $1,295,908 | $0 | $20,166 | $1,266,616 |
| INVESTMENT FEES | $108,585 | $108,585 | $108,585 | $0 |