JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN FOUNDATION FOR THE ARTS INC (EIN 20-1499861)
- Tax period
- 2012-03-01 to 2013-02-28
- Filed
- 2014-01-14
- IRS object ID
- 201430149349100303
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-14T08:48:59-06:00 | Timestamp |
| Tax Period End Date | 2013-02-28 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222428965 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 FIFTH AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100174683 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-03-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201499861 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & JOAN CULLMAN FOUNDATION FOR THE ARTS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOSE | NameControl |
| Phone | 2032206541 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN COOPERMAN 529 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL H TREISMAN | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 2032206541 | Phone |
| Date Signed | 2014-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK REDDY | Name |
| PTIN | P01441717 | PTIN |
| Phone | 2126971000 | Phone |
| Date Prepared | 2014-01-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4458487 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 85222 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 85222 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 68907 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 239650 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 68907 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 32906 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4512 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 187035 | TotalRevenueAndExpenses |
| Total Net Investment Income | 158641 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8134 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2034 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 42662 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 42662 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2966 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2966 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2400 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 55 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 56162 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 47717 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 235000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 235000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 291162 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 47717 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 235000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -104127 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 110924 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 180956 | CashBOY |
| Cash EOY | 109688 | CashEOY |
| Cash EOYFMV | 109688 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 17556 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 12629 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 12629 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2553986 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2525929 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4336170 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2752498 | TotalAssetsBOY |
| Total Assets EOY | 2648246 | TotalAssetsEOY |
| Total Assets EOYFMV | 4458487 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 125 | AccountsPayableBOY |
| Total Liabilities BOY | 125 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2752373 | CapitalStockBOY |
| Capital Stock EOY | 2648246 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 2752373 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2648246 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2752498 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2648246 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2752373 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -104127 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2648246 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2648246 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| 2000 MEDCOHEALTH SOLUTIONS | P | 2003-10-13 | 2012-04-03 | 57600 | 57600 | 57600 | |
| 150 INTL BUSINESS MACHINES | P | 2010-07-21 | 2012-07-12 | 27449 | 8524 | 8524 | 18925 |
| 49 PHILLIPS 66 | P | 2001-07-02 | 2012-07-23 | 1699 | 1005 | 1005 | 694 |
| 327 PHILLIPS 66 | P | 2001-08-13 | 2012-07-23 | 11340 | 6559 | 6559 | 4781 |
| 374 PHILLIPS 66 | P | 2001-10-29 | 2012-07-23 | 12970 | 8032 | 8032 | 4938 |
| 1250 BANK OF NY MELLON | P | 2002-04-09 | 2013-01-29 | 33654 | -13921 | -13921 | 47575 |
| 2000 DENBURY RES INC NEW | P | 2010-04-06 | 2013-01-29 | 36559 | 459 | 459 | 36100 |
| 2000 VANGUARD NATURAL RES LLC | P | 2007-09-13 | 2013-01-29 | 58379 | 649 | 649 | 57730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 68907 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 598636 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4759076 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.125788 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 768319 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4846508 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.158530 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 179842 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4424140 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.040650 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 943638 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5927764 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.159190 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 940016 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8165923 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.115114 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.599272 | TotalDistributionRatio |
| Average Distribution Ratio | 0.119854 | AverageDistributionRatio |
| Net Noncharitable Assets | 4370738 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 523850 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1109 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 524959 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 235000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2218 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2218 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2218 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1640 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 3640 | TotalCreditsAndPayments |
| Penalty For Underpayment | 18 | PenaltyForUnderpayment |
| Overpayment | 1404 | Overpayment |
| Amount Credited To Next Year | 1404 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOEL TREISMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2032206541 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 369 | AddressLine1 |
| City | WESTPORT | City |
| State | CT | State |
| ZIP Code | 06881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DOROTHY TREISMAN | ||||||||
| PO BOX 369 | WESTPORT | CT | 06881 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| MICHAEL CARDOZO V | ||||||||
| 1100 CONNECTICUT AVENUE SUITE 725 | WASHINGTON | DC | 20036 | TREAS, SECT, VP | 1.00 | 0 | 0 | 0 |
| JOEL H TREISMAN | ||||||||
| PO BOX 369 | WESTPORT | CT | 06881 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3950056 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 220459 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 266782 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4437297 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4437297 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 66559 | CashDeemedCharitable |
| Net Noncharitable Assets | 4370738 | NetNoncharitableAssets |
| Minimum Investment Return | 218537 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 218537 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2218 | TaxBasedOnInvestmentIncome |
| Total Tax | 2218 | TotalTax |
| Distributable Amount Before Adj | 216319 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 216319 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 216319 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 235000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 235000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 235000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 216319 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 428293 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 648452 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 526676 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 363910 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1967331 | TotalExcessDistriCarryover |
| Qualifying Distributions | 235000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 216319 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 18681 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1986012 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 428293 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1557719 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 648452 | ExcessFromYear4 |
| Excess From Year2 | 526676 | ExcessFromYear2 |
| Excess From Year1 | 363910 | ExcessFromYear1 |
| Excess From Current Year | 18681 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BERNARD GERSTEN LINCOLN CENTER THEATER PRODUCTIONS FUND | |||||||
| 150 WEST 65TH STREET | NEW YORK | NY | 10023 | N/A | PUBLIC | SUPPORT OF THE ARTS | $25,000 |
| BALLET TECH FOUNDATION INC | |||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| CELEBRATE THE BEST | |||||||
| 40007 PANAROMA ROAD | PAONIA | CO | 81428 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| DANCE PLACE DC WHEEL PRODUCTIONS INC | |||||||
| 3225 8TH STREET NE | WASHINGTON | DC | 20017 | N/A | PUBLIC | SUPPORT OF THE ARTS | $15,000 |
| DANSPACE PROJECT INC | |||||||
| 131 EAST 10TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| EL MUSEO DEL BARRIO | |||||||
| 1230 FIFTH AVENUE | NEW YORK | NY | 10029 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| EVIDENCE A DANCE COMPANY | |||||||
| 80 HANSON PLACE SUITE 605 | BROOKLYN | NY | 11217 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| GINA GIBNEY DANCE | |||||||
| 890 BROADWAY STUDIO 5-2 | NEW YORK | NY | 10003 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| HARLEM STAGE GATEHOUSE | |||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| HERE ARTS CENTER | |||||||
| 145 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| JACOB BURNS FILM CENTER | |||||||
| 364 MANVILLE ROAD | PLEASANTVILLE | NY | 10570 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| MARK MORRIS DANCE GROUP | |||||||
| 3 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| NATIONAL DANCE INSTITUTE | |||||||
| 594 BROADWAY SUITE 805 | NEW YORK | NY | 10012 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY | |||||||
| 391 EAST WASHINGTON AVENUE | BRIDGEPORT | CT | 06608 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| NEW YORK LIVE ARTS | |||||||
| 219 WEST 19TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| NEW YORK THEATER WORKSHOP | |||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| NYC HOUSING AUTHORITY SYMPHONY ORCHESTRA | |||||||
| 90 CHURCH STREET 5-706 | NEW YORK | NY | 10007 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| SIGNATURE THEATER COMPANY | |||||||
| 630 NINTH AVENUE SUITE 1106 | NEW YORK | NY | 10036 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| ST ANN'S WAREHOUSE INC | |||||||
| 45 MAIN STREET SUITE 315 | NEW YORK | NY | 11201 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| STEPHEN PETRONIO DANCE COMPANY INC | |||||||
| 140 SECOND AVENUE SUITE 504 | NEW YORK | NY | 10003 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| SUSAN MARSHALL & COMPANYDANCE CONTINUUM INC | |||||||
| 1133 BROADWAY SUITE 641 | NEW YORK | NY | 10010 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| SYMPHONY SPACE | |||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| THE ACTORS FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | N/A | PUBLIC | SUPPORT OF THE ARTS | $15,000 |
| THE ADIRONDACK MUSEUM | |||||||
| 99 ROUTE 28N ROUTE 30 - PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| THE KITCHEN | |||||||
| 512 WEST 19TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| THE MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| THIRTEEN WNET AND WLIW21 | |||||||
| 450 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| WESTCHESTER COMMUNITY COLLEGE FOUNDATION | |||||||
| HARTFORD HALL 75 GRASSLANDS ROAD | VALHALLA | NY | 10595 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | N/A | PUBLIC | SUPPORT OF THE ARTS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 235000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $85,222 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,906 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $68,907 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $187,035 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 187035 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,134 | Amount |
| Net Investment Income | 2034 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SCHEDULE-STOCK | 2316349 | 4069024 |
| 3600 UNITS LINN ENERGY LP (A PTP) | 60387 | 136836 |
| 4000 UNITS ENDURO ROYALTY TRUST | 77547 | 64360 |
| 2500 LEGACY RESERVES LP | 71646 | 65950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NYS FILING FEE | 250 | 0 | 0 |
| BANK FEES | 55 | 55 | 0 |
| EXCISE TAX | 2095 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICLY TRADED PARTNERSHIP DISTRIBUTIONS | Description |
| Revenue And Expenses Per Books | 32906 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4512 | NetInvestmentIncome |
| Adjusted Net Income | 32906 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $42,662 | Amount |
| Net Investment Income | 42662 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | Category |
| Amount | $2,966 | Amount |
| Net Investment Income | 2966 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |