SAMUEL H KRESS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL H KRESS FOUNDATION (EIN 13-1624176)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-21
- IRS object ID
- 202601119349102600
- Schema version
- 2024v5.5
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T12:45:57-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 334358135 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 AVENUE OF THE AMERICAS-16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL H KRESS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 2128614993 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 EAST 80TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA SCHERMERHORN | PersonNm |
| Person Title | INTERIM PRESIDENT | PersonTitleTxt |
| Phone | 2128614993 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN SUNKEL | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126857000 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,619,750 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,786,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,786,196 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,582,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,375,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,582,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,368,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,368,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $282,710 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,304 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $272,406 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $518,631 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $36,304 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $482,327 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $244,128 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,142 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $234,742 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,758 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $210 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,405 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $256,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $216,960 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,362 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $93,681 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $23,420 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $77,235 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,554 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,469 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59,918 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,443 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,674 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,739,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $320,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,262,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,353,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,265,113 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,092,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $320,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,527,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,276,053 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,048,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $447,158 | CashBOYAmt |
| Cash EOY | $355,741 | CashEOYAmt |
| Cash EOYFMV | $355,741 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $838,747 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,104,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,104,678 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $76,140 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $55,483 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $55,483 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $85,730,384 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $92,026,730 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,026,730 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,862,029 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,863,471 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,053,691 | LandBOYAmt |
| Land EOY | $998,558 | LandEOYAmt |
| Land EOYFMV | $998,558 | LandEOYFMVAmt |
| Other Assets BOY | $60,150 | OtherAssetsBOYAmt |
| Other Assets EOY | $78,560 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $78,560 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $88,206,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,619,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,619,750 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $93,018 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $95,842 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,600,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,714,929 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $226,851 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $296,630 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,920,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,107,401 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $86,285,901 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $93,512,349 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,285,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $93,512,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,206,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,619,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,285,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,276,053 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,950,395 | OtherIncreasesAmt |
| Subtotal | $93,512,349 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $93,512,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CEVIAN | P | 2025-06-30 | $1,992,385 | $717,173 | $1,275,212 | $1,275,212 |
| VANGUARD ST | P | 2025-06-30 | $2,568,692 | $2,509,289 | $59,403 | $59,403 |
| VANGUARD TOTAL BD | P | 2025-06-30 | $10 | -$10 | -$10 | |
| DISCERENE | P | 2025-06-30 | $688,997 | $511,500 | $177,497 | $177,497 |
| NITORUM | P | 2025-06-30 | $257,455 | $187,392 | $70,063 | $70,063 |
| DARLINGTON | P | 2025-06-30 | $2,466,574 | $750,000 | $1,716,574 | $1,716,574 |
| KONTIKI | P | 2025-06-30 | $1,350,883 | $833,333 | $517,550 | $517,550 |
| FPR | P | 2025-06-30 | $2,763,478 | $2,000,000 | $763,478 | $763,478 |
| ASHE | P | 2025-06-30 | $271,162 | $271,162 | $0 | $0 |
| SHORT TERM | P | 2025-06-30 | $14,953 | $12,988 | $1,965 | $1,965 |
| MISCELLANEOUS | P | 2025-06-30 | $995 | $995 | $995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,582,727 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,071 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,064 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $89,064 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $63 | EsPenaltyAmt |
| Overpayment | $4,930 | OverpaymentAmt |
| Applied To ES Tax | $4,930 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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.KRESSFOUNDATION.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 | 2128614993 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 EAST 80TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| JULIA ALEXANDER | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | PRESIDENT THROUGH 5-4-25 | 40.00 | $267,710 | $21,856 | $0 |
| CARMELA FRANKLIN | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | CHAIRMAN | 2.00 | $4,000 | $0 | $0 |
| DANIEL WEISS | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | VICE CHAIRMAN | 2.00 | $4,000 | $0 | $0 |
| JOY CONNOLLY | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT LOPER | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | SECRETARY | 2.00 | $4,000 | $0 | $0 |
| WILLIAM J HIGGINS | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $3,000 | $0 | $0 |
| KEN LEE | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | TREASURER | 2.00 | $0 | $0 | $0 |
| THEODORE MAYER | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEVEN NELSON | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NINA SCHERAGO | ||||||||
| C/O FOUNDATION | NEW YORK | NY | 10075 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LISA SCHERMERHORN | ||||||||
| C/O THE FOUNDATION | NEW YORK | NY | 10075 | DEPUTY DIRECTOR | 40.00 | $263,542 | $55,012 | $0 |
| KELLY RISI | ||||||||
| C/O THE FOUNDATION | NEW YORK | NY | 10075 | CONTROLLER | 24.00 | $92,569 | $44,690 | $0 |
| WYMAN MEERS | ||||||||
| C/O THE FOUNDATION | NEW YORK | NY | 10075 | PROGRAM ADMINISTRATO | 40.00 | $85,525 | $25,792 | $0 |
| SHEA SPILLER | ||||||||
| C/O THE FOUNDATION | NEW YORK | NY | 10075 | OFFICE ADMINISTRATOR | 40.00 | $68,250 | $32,982 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREWCIAL PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 7TH AVE 32ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $158,017 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $89,459,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,681,087 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,541,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,541,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,373,124 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,168,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,508,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,508,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,071 | TotalTaxAmt |
| Distributable Before Adj | $4,424,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $26,120 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,450,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,450,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,527,421 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $28,342 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,555,763 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,450,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $327,706 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $627,365 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $955,071 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,555,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,555,763 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $894,711 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $894,711 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,360 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $60,360 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| LISA SCHERMERHORN INTERIM PRESIDENT | |||||||
| 174 E 80TH STREET | NEW YORK | NY | 10075 | 2128614993 | -COVER LETTER WITH CONTACT INFORMATION TO WHICH CORRESPONDENCE CAN BE DIRECTED. -THREE TO FIVE PAGE DESCRIPTION OF PROJECT -ILLUSTRATIONS, IF APPLICABLE (COLOR PHOTOCOPIES ARE ACCEPTABLE) -CURRICULUM VITAE OF THE PROJECT'S PRIMARY PARTICIPANT(S) -A DETAILED BUDGET. IF THE GRANTEE IS OUTSIDE THE US THE BUDGET SHOULD SHOW ALL AMOUNTS IN BOTH FOREIGN CURRENCY AND US DOLLARS; QUOTE A CURRENT EXCHANGE RATE; AND CITE A TRUSTED SOURCE OF THAT RATE. THE FOUNDATION SUGGESTS THAT GRANTEES USE: WWW.OANDA.COM -IRS DETERMINATION LETTER OF 501(C)3 STATUS FOR THE ORGANIZATION THAT WOULD RECEIVE AND ADMINISTER THE GRANT IN ADDITION TO SUBMITTING PRINTED MATERIALS, APPLICANTS MUST ALSO EMAIL A DIGITAL COPY OF THEIR APPLICATION TO APPLICATIONS@KRESSFOUNDATION.ORG - THIS DIGITAL SUBMISSION SHOULD BE SENT AS A SINGLE PDF DOCUMENT | APPLICATION DEADLINES*: JANUARY 15, APRIL 1, AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAY | N/A |
| LISA SCHERMERHORN INTERIM PRESIDENT | |||||||
| 174 E 80TH STREET | NEW YORK | NY | 10075 | 2128614993 | -COVER LETTER WITH CONTACT INFORMATION TO WHICH CORRESPONDENCE CAN BE DIRECTED. -THREE TO FIVE PAGE DESCRIPTION OF PROJECT -ILLUSTRATIONS, IF APPLICABLE (COLOR PHOTOCOPIES ARE ACCEPTABLE) -CURRICULUM VITAE OF THE PROJECT'S PRIMARY PARTICIPANT(S) -A DETAILED BUDGET. IF THE GRANTEE IS OUTSIDE THE US THE BUDGET SHOULD SHOW ALL AMOUNTS IN BOTH FOREIGN CURRENCY AND US DOLLARS; QUOTE A CURRENT EXCHANGE RATE; AND CITE A TRUSTED SOURCE OF THAT RATE. THE FOUNDATION SUGGESTS THAT GRANTEES USE: WWW.OANDA.COM -IRS DETERMINATION LETTER OF 501(C)3 STATUS FOR THE ORGANIZATION THAT WOULD RECEIVE AND ADMINISTER THE GRANT IN ADDITION TO SUBMITTING PRINTED MATERIALS, APPLICANTS MUST ALSO EMAIL A DIGITAL COPY OF THEIR APPLICATION TO APPLICATIONS@KRESSFOUNDATION.ORG - THIS DIGITAL SUBMISSION SHOULD BE SENT AS A SINGLE PDF DOCUMENT | APPLICATION DEADLINES*: JANUARY 15, APRIL 1, AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAY | N/A |
| LISA SCHERMERHORN INTERIM PRESIDENT | |||||||
| 174 E 80TH STREET | NEW YORK | NY | 10075 | 2128614993 | -COVER LETTER WITH CONTACT INFORMATION TO WHICH CORRESPONDENCE CAN BE DIRECTED. -THREE TO FIVE PAGE DESCRIPTION OF PROJECT -ILLUSTRATIONS, IF APPLICABLE (COLOR PHOTOCOPIES ARE ACCEPTABLE) -CURRICULUM VITAE OF THE PROJECT'S PRIMARY PARTICIPANT(S) -A DETAILED BUDGET. IF THE GRANTEE IS OUTSIDE THE US THE BUDGET SHOULD SHOW ALL AMOUNTS IN BOTH FOREIGN CURRENCY AND US DOLLARS; QUOTE A CURRENT EXCHANGE RATE; AND CITE A TRUSTED SOURCE OF THAT RATE. THE FOUNDATION SUGGESTS THAT GRANTEES USE: WWW.OANDA.COM -IRS DETERMINATION LETTER OF 501(C)3 STATUS FOR THE ORGANIZATION THAT WOULD RECEIVE AND ADMINISTER THE GRANT IN ADDITION TO SUBMITTING PRINTED MATERIALS, APPLICANTS MUST ALSO EMAIL A DIGITAL COPY OF THEIR APPLICATION TO APPLICATIONS@KRESSFOUNDATION.ORG - THIS DIGITAL SUBMISSION SHOULD BE SENT AS A SINGLE PDF DOCUMENT | APPLICATION DEADLINES*: APRIL 1 AND OCTOBER 1 *IF WEEKEND DEADLINE IS PREVIOUS FRIDAY | N/A |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 122 EAST 66TH STREET FOUNDATION | |||||||||||
| 122 EAST 66TH STREET | NEW YORK | NY | 10065 | PC | MATCHING | $1,000 | |||||
| AAMC FOUNDATION | |||||||||||
| 205 LEXINGTON AVENUE SUITE 901 | NEW YORK | NY | 10016 | PC | HISTORY OF ART GRANTS | $12,000 | |||||
| ALEC ALDRICH | |||||||||||
| I | INSTITUTIONAL FELLOWSHIPS | $30,000 | PO BOX 2300 | LEIDEN | NL | ||||||
| ALLIANCE OF HBCU MUSEUMS AND GALLERIES INC | |||||||||||
| 1002 AZALEA CIRCLE SUITE 100 | MARIETTA | GA | 30062 | PC | HISTORY OF ART GRANTS | $89,000 | |||||
| AMERICAN ACADEMY IN ROME | |||||||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 100221001 | PC | INSTITUTIONAL FELLOWSHIPS | $120,000 | |||||
| AMERICAN ACADEMY IN ROME | |||||||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 100221001 | PC | MATCHING | $663 | |||||
| AMERICAN ACADEMY IN ROME | |||||||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 100221001 | PC | MATCHING | $500 | |||||
| AMERICAN ALLIANCE OF MUSEUMS | |||||||||||
| 2451 CRYSTAL DRIVE SUITE 1005 | ARLINGTON | VA | 22202 | PC | HISTORY OF ART GRANTS | $10,000 | |||||
| AMERICAN COUNCIL OF LEARNED SOCIETIES | |||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 100176795 | PC | MATCHING | $500 | |||||
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 085405232 | PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | |||||
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 085405232 | PC | INSTITUTIONAL FELLOWSHIPS | $28,000 | |||||
| AMERICAN TRUST FOR THE BRITISH LIBRARY | |||||||||||
| 244 FIFTH AVENUE SUITE 285 | NEW YORK | NY | 10110 | PC | MATCHING | $1,000 | |||||
| ARCHAEOLOGICAL INSTITUTE OF AMERICA | |||||||||||
| 44 BEACON STREET | BOSTON | MA | 02108 | PC | HISTORY OF ART GRANTS | $10,000 | |||||
| ARCHAEOLOGICAL INSTITUTE OF AMERICA | |||||||||||
| 44 BEACON STREET | BOSTON | MA | 02108 | PC | HISTORY OF ART GRANTS | $25,000 | |||||
| ART INSTITUTE OF CHICAGO | |||||||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | PC | INTERPRETIVE FELLOWSHIPS | $30,000 | |||||
| BIBLIOTHECA HERTZIANA | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MAX-PLANCK-INSTITUT GREGORIANA 28 | ROME | IT | 00187 | |||||
| BIBLIOTHECA HERTZIANA | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | MAX-PLANCK-INSTITUT GREGORIANA 28 | ROME | IT | 00187 | |||||
| BIBLIOTHECA HERTZIANA | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MAX-PLANCK-INSTITUT GREGORIANA 28 | ROME | IT | 00187 | |||||
| BUFFALO STATE COLLEGE | |||||||||||
| 1300 ELMWOOD AVE ROCKEWELL 230 | BUFFALO | NY | 14222 | PC | CONSERVATION FELLOWSHIPS | $20,000 | |||||
| CANDID | |||||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | PC | GENERAL PROGRAM SUPPORT | $6,500 | |||||
| CITY GARDENS CLUB OF NEW YORK CITY | |||||||||||
| 755 PARK AVENUE | NEW YORK | NY | 10021 | PC | MATCHING | $1,000 | |||||
| COLLEGE ART ASSOCIATION OF AMERICA | |||||||||||
| 50 BROADWAY 21ST FLOOR | NEW YORK | NY | 10004 | PC | HISTORY OF ART GRANTS | $9,000 | |||||
| COURTAULD INSTITUTE OF ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | SOMMERSET HOUSE STRAND | LONDON | UK | WC2R 0RN | |||||
| DANA-FARBER CANCER INSTITUTE INC | |||||||||||
| 450 BROOKLINE AVENUE 6TH FLOOR | BOSTON | MA | 02215 | PC | MATCHING | $500 | |||||
| DENVER ART MUSEUM | |||||||||||
| 100 WEST 14TH AVE PKWY | DENVER | CO | 80204 | PC | HISTORY OF ART GRANTS | $10,000 | |||||
| FOUNDATION FOR ADVANCEMENT IN CONSERVATION | |||||||||||
| 727 15TH STREET NW SUITE 500 | WASHINGTON | DC | 200052141 | PC | CONSERVATION FELLOWSHIPS | $230,000 | |||||
| FOUNDATION FOR ADVANCEMENT IN CONSERVATION | |||||||||||
| 727 15TH STREET NW SUITE 500 | WASHINGTON | DC | 200052141 | PC | CONSERVATION GRANT | $10,000 | |||||
| FOUNDATION FOR ADVANCEMENT IN CONSERVATION | |||||||||||
| 727 15TH STREET NW SUITE 500 | WASHINGTON | DC | 200052141 | PC | CONSERVATION FELLOWSHIP | $35,000 | |||||
| GRADUATE CENTER FOUNDATION | |||||||||||
| 365 FIFTH AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | PC | HISTORY OF ART GRANTS | $11,100 | |||||
| HARVARD UNIVERSITY | |||||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | INSTITUTIONAL FELLOWSHIPS | $55,000 | |||||
| HONOLULU MUSEUM OF ART | |||||||||||
| 900 S BERETANIA STREET | HONOLULU | HI | 96814 | PC | CONSERVATION GRANT | $8,000 | |||||
| INSTITUT NATIONAL D'HISTOIRE DEL ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | 2 RUE VIVIENNE | PARIS | FR | 75002 | |||||
| INSTITUT NATIONAL D'HISTOIRE DEL ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | 2 RUE VIVIENNE | PARIS | FR | 75002 | |||||
| INSTITUT NATIONAL D'HISTOIRE DEL ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | 2 RUE VIVIENNE | PARIS | FR | 75002 | |||||
| INSTITUTE FOR ADVANCED STUDY | |||||||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | PC | MATCHING | $750 | |||||
| INSTITUTE FOR ADVANCED STUDY | |||||||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | PC | MATCHING | $500 | |||||
| INTERNATIONAL CENTER OF MEDIEVAL ART | |||||||||||
| THE MET CLOISTERS FORT TRYON PARK | NEW YORK | NY | 10040 | PC | HISTORY OF ART GRANTS | $12,500 | |||||
| INTERNATIONAL CENTER OF MEDIEVAL ART | |||||||||||
| THE MET CLOISTERS FORT TRYON PARK | NEW YORK | NY | 10040 | PC | HISTORY OF ART GRANTS | $10,000 | |||||
| INTERNATIONAL CENTER OF MEDIEVAL ART | |||||||||||
| THE MET CLOISTERS FORT TRYON PARK | NEW YORK | NY | 10040 | PC | HISTORY OF ART GRANTS | $12,500 | |||||
| ITALIAN ART SOCIETY | |||||||||||
| 777 MAIN ST UNIT 1211 | HARTFORD | CT | 06103 | PC | HISTORY OF ART GRANTS | $2,500 | |||||
| ITHAKA S & R | |||||||||||
| ONE LIBERTY PLAZA 165 BROADWAY 5TH | NEW YORK | NY | 10006 | PC | HISTORY OF ART GRANTS | $50,000 | FLOOR | ||||
| JAMES MARSTON FITCH CHARITABLE FOUNDATION | |||||||||||
| C/O NEIGHBORHOOD PRESERVATION | NEW YORK | NY | 10003 | PC | MATCHING | $1,000 | CENTER 232 EAST 11TH ST | ||||
| JOHN SIMON GUGGENHEIM FOUNDATION | |||||||||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | PC | MATCHING | $250 | |||||
| JOHN SIMON GUGGENHEIM FOUNDATION | |||||||||||
| 90 PARK AVENUE | NEW YORK | NY | 10016 | PC | MATCHING | $250 | |||||
| JULIET HUANG | |||||||||||
| I | INSTITUTIONAL FELLOWSHIPS | $30,000 | PO BOX 2300 | LEIDEN | NL | ||||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | VIA G GIUSTI 44 | FLORENCE | IT | ||||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | VIA G GIUSTI 44 | FLORENCE | IT | ||||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | VIA G GIUSTI 44 | FLORENCE | IT | ||||||
| LEIDEN UNIVERSITY CENTRE FOR THE ARTS IN SOCIETY | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | PO BOX 2300 | LEIDEN | NL | ||||||
| MEDICI ARCHIVE PROJECT | |||||||||||
| OPEN SPACE INSTITUTE 1350 BROADWAY | NEW YORK | NY | 10018 | PC | HISTORY OF ART GRANTS | $18,000 | SUITE 201 | ||||
| MEDIEVAL ACADEMY OF AMERICA | |||||||||||
| 17 DUNSTER STREET SUITE 202 | CAMBRIDGE | MA | 02138 | PC | MATCHING | $300 | |||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | INTERPRETIVE FELLOWSHIPS | $30,000 | |||||
| MIDDLEBURY COLLEGE | |||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | PC | HISTORY OF ART GRANTS | $55,000 | |||||
| MINT MUSEUM OF ART | |||||||||||
| 500 SOUTH TRYON STREET | CHARLOTTE | NC | 28202 | PC | HISTORY OF ART GRANTS | $25,000 | |||||
| MORGAN LIBRARY & MUSEUM | |||||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | HISTORY OF ART GRANTS | $15,000 | |||||
| MUSEUM OF FINE ARTS BOSTON | |||||||||||
| AVENUE OF THE ARTS 465 HUNTINGTON | BOSTON | MA | 021155597 | PC | HISTORY OF ART GRANTS | $50,000 | AVENUE | ||||
| NATIONAL GALLERY OF ART | |||||||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | PC | INSTITUTIONAL FELLOWSHIPS | $170,000 | |||||
| NEW YORK STUDIO SCHOOL OF DRAWING PAINTING & SCULPTURE | |||||||||||
| 8 WEST 8TH STREET | NEW YORK | NY | 10011 | PC | HISTORY OF ART GRANTS | $11,000 | |||||
| NEW YORK UNIVERSITY | |||||||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | CONSERVATION FELLOWSHIPS | $275,000 | |||||
| NEW YORK UNIVERSITY | |||||||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | GRANT DIGITAL HISTORY ART | $30,000 | |||||
| PHILANTHROPY NEW YORK | |||||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GENERAL PROGRAM SUPPORT | $4,550 | |||||
| PORTLAND ART MUSEUM | |||||||||||
| 1219 SW PARK AVENUE | PORTLAND | OR | 97205 | PC | HISTORY OF ART GRANTS | $7,000 | |||||
| RARE BOOK SCHOOL | |||||||||||
| PO BOX 400103 | CHARLOTTESVILLE | VA | 22904 | PC | MATCHING | $1,000 | |||||
| RAREBOOK SCHOOL | |||||||||||
| PO BOX 400103 | CHARLOTTESVILLE | VA | 22904 | PC | HISTORY OF ART GRANTS | $12,000 | |||||
| RENAISSANCE SOCIETY OF AMERICA | |||||||||||
| WALSH LIBRARY - 039 FORDHAM | BRONX | NY | 10458 | PC | HISTORY OF ART GRANTS | $31,500 | UNIVERSITY ROSE HILL CAMPUS | ||||
| SMARTHISTORY | |||||||||||
| 10 WOODBROOK ROAD | PLEASANTVILLE | NY | 10570 | PC | DIGITAL HISTORY OF ART | $20,000 | |||||
| SMITHSONIAN INSTITUTION | |||||||||||
| PO BOX 37012 SI BUILDING ROOM 153 | WASHINGTON | DC | 20013 | PC | DIGITAL ART HISTORY GRANTS | $36,000 | MRC 010 | ||||
| ST JOHN'S UNIVERSITY | |||||||||||
| 2850 ABBEY PLAZA PO BOX 7222 | COLLEGEVILLE | MN | 56321 | PC | MATCHING | $250 | |||||
| ST PAUL'S EPISCOPAL CHURCH | |||||||||||
| 815 SECOND AVE | NEW YORK | NY | 10017 | PC | MATCHING | $1,500 | |||||
| SYRACUSE UNIVERSITY | |||||||||||
| 640 SKYTOP ROAD | SYRACUSE | NY | 13244 | PC | HISTORY OF ART GRANTS | $25,000 | |||||
| THE GROLIER CLUB | |||||||||||
| 47 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | MATCHING | $1,000 | |||||
| TOLEDO MUSEUM OF ART | |||||||||||
| POST OFFICE BOX 1013 | TOLEDO | OH | 43697 | PC | INTERPRETIVE FELLOWSHIPS | $30,000 | |||||
| TRUSTEES OF THE UNIVERSITY OF ILLINOIS | |||||||||||
| 408 EAST PEABODY DRIVE | CHAMPAIGN | IL | 61820 | PC | HISTORY OF ART GRANTS | $30,000 | |||||
| UNIVERSITY OF ALABAMA | |||||||||||
| BOX 870122 | TUSCALOOSA | AL | 35487 | PC | MATCHING | $7,500 | |||||
| UNIVERSITY OF DELAWARE | |||||||||||
| 83 E MAIN STREET | NEWARK | DE | 19716 | PC | CONSERVATION FELLOWSHIPS | $20,000 | |||||
| UNIVERSITY OF GEORGIA FDN | |||||||||||
| 1 PRESS PLACE | ATHENS | GA | 30601 | PC | HISTORY OF ART GRANTS | $5,000 | |||||
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||||||
| 1 PRESS PLACE | ATHENS | GA | 30601 | PC | INTERPRETIVE FELLOWSHIPS | $30,000 | |||||
| UNIVERSTIY OF MIAMI | |||||||||||
| PO BOX 248106 | CORAL GABLES | FL | 331242914 | PC | HISTORY OF ART GRANTS | $16,000 | |||||
| VISUAL RESOURCES ASSOCIATION | |||||||||||
| PITTS THEOLOGY LIBRARY | ATLANTA | GA | 30322 | PC | HISTORY OF ART GRANTS | $6,000 | |||||
| WARBURG INSTITUTE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | WOBURN SQUARE | LONDON | UK | WC1H0AB | |||||
| WARBURG INSTITUTE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | WOBURN SQUARE | LONDON | UK | WC1H0AB | |||||
| WINTERTHUR MUSEUM | |||||||||||
| 5105 KENNETT PIKE | WINTERTHUR | DE | 19735 | PC | INTERPRETIVE FELLOWSHIPS | $30,000 | |||||
| WORLD MOMUMENTS FUND | |||||||||||
| 350 FIFTH AVENUE SUITE 2412 | NEW YORK | NY | 10118 | PC | GENERAL PROGRAM SUPPORT | $7,500 | |||||
| YALE UNIVERSITY | |||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208327 | PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | |||||
| ZENTRALINSTITUT FR KUNSTGESCHICHTE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MEISERSTRASSE 10 | MUNICH | GM | ||||||
| ZENTRALINSTITUT FR KUNSTGESCHICHTE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | MEISERSTRASSE 10 | MUNICH | GM | ||||||
| ZENTRALINSTITUT FR KUNSTGESCHICHTE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MEISERSTRASSE 10 | MUNICH | GM | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,265,113 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY IN ROME | |||||||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 100221001 | PC | INSTITUTIONAL FELLOWSHIPS | $120,000 | |||||
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 085405232 | PC | INSTITUTIONAL FELLOWSHIPS | $28,000 | |||||
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 085405232 | PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | |||||
| BIBLIOTHECA HERTZIANA | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MAX-PLANCK-INSTITUT GREGORIANA 28 | ROME | IT | 00187 | |||||
| BIBLIOTHECA HERTZIANA | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | MAX-PLANCK-INSTITUT GREGORIANA 28 | ROME | IT | 00187 | |||||
| BIBLIOTHECA HERTZIANA | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MAX-PLANCK-INSTITUT GREGORIANA 28 | ROME | IT | 00187 | |||||
| BIBLIOTHECA HERTZIANA | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MAX-PLANCK-INSTITUT GREGORIANA 28 | ROME | IT | 00187 | |||||
| COLUMBIA MUSEUM OF ART | |||||||||||
| 1515 MAIN STREET PO BOX 2068 | COLUMBIA | SC | 29202 | PC | INTERPRETIVE FELLOWSHIPS | $40,000 | |||||
| COURTAULD INSTITUTE OF ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | SOMMERSET HOUSE STRAND | LONDON | UK | WC2R 0RN | |||||
| COURTAULD INSTITUTE OF ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | SOMMERSET HOUSE STRAND | LONDON | UK | WC2R 0RN | |||||
| COURTAULD INSTITUTE OF ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | SOMMERSET HOUSE STRAND | LONDON | UK | WC2R 0RN | |||||
| FELLOW | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | PO BOX 2300 | LEIDEN | NL | ||||||
| FELLOW | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | PO BOX 2300 | LEIDEN | NL | ||||||
| FELLOW | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | PO BOX 2300 | LEIDEN | NL | ||||||
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION | |||||||||||
| 11200 SW 8TH STREET MARC 500 | MIAMI | FL | 33199 | PC | INTERPRETIVE FELLOWSHIPS | $40,000 | |||||
| FOUNDATION FOR ADVANCEMENT IN CONSERVATION | |||||||||||
| 727 15TH STREET NW SUITE 500 | WASHINGTON | DC | 200052141 | PC | CONSERVATION FELLOWSHIPS | $230,000 | |||||
| HARVARD UNIVERSITY | |||||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | INSTITUTIONAL FELLOWSHIPS | $55,000 | |||||
| INSTITUT NATIONAL D'HISTOIRE DE L'ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | 2 RUE VIVIENNE | PARIS | FR | 75002 | |||||
| INSTITUT NATIONAL D'HISTOIRE DE L'ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | 2 RUE VIVIENNE | PARIS | FR | 75002 | |||||
| INSTITUT NATIONAL D'HISTOIRE DE L'ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | 2 RUE VIVIENNE | PARIS | FR | 75002 | |||||
| INSTITUT NATIONAL D'HISTOIRE DE L'ART | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | 2 RUE VIVIENNE | PARIS | FR | 75002 | |||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | VIA G GIUSTI 44 | FLORENCE | IT | ||||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | VIA G GIUSTI 44 | FLORENCE | IT | ||||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | VIA G GIUSTI 44 | FLORENCE | IT | ||||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | VIA G GIUSTI 44 | FLORENCE | IT | ||||||
| LEIDEN UNIVERSITY CENTRE FOR THE ARTS IN SOCIETY | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | PO BOX 2300 | LEIDEN | NL | ||||||
| MIDDLEBURY COLLEGE | |||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | PC | HISTORY OF ART GRANTS | $55,000 | |||||
| NATIONAL GALLERY OF ART | |||||||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | PC | INSTITUTIONAL FELLOWSHIPS | $170,000 | |||||
| NEW YORK UNIVERSITY | |||||||||||
| 25 WEST 4TH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | CONSERVATION FELLOWSHIPS | $275,000 | |||||
| RENAISSANCE SOCIETY OF AMERICA | |||||||||||
| WALSH LIBRARY - 039 FORDHAM | BRONX | NY | 10458 | PC | HISTORY OF ART GRANTS | $31,500 | UNIVERSITY ROSE HILL CAMPUS | ||||
| SMARTHISTORY | |||||||||||
| 10 WOODBROOK RD | PLEASEANTVILLE | NY | 10570 | PC | HISTORY OF ART GRANTS | $49,000 | |||||
| THE WARBURG INSTITUTE | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | WOBURN SQUARE | LONDON | UK | WC1H0AB | |||||
| YALE UNIVERSITY | |||||||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208327 | PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | |||||
| ZENTRALINSTITUT FR KUNSTGESCHICHTE- | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $5,000 | MEISERSTRASSE 10 | MUNICH | GM | ||||||
| ZENTRALINSTITUT FR KUNSTGESCHICHTE- | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MEISERSTRASSE 10 | MUNICH | GM | ||||||
| ZENTRALINSTITUT FR KUNSTGESCHICHTE- | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MEISERSTRASSE 10 | MUNICH | GM | ||||||
| ZENTRALINSTITUT FR KUNSTGESCHICHTE- | |||||||||||
| PC | INSTITUTIONAL FELLOWSHIPS | $30,000 | MEISERSTRASSE 10 | MUNICH | GM | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,723,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,786,196 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,582,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,368,923 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,368,923 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWEN J. FLANAGAN & CO. - AUDIT | CategoryTxt |
| Amt | $28,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (18 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEC ALDRICH | ||||||||||||||
| PO BOX 2300 | LEIDEN | NL | 2023-08-08 | $30,000 | SECOND INSTALLMENT OF PRE-DOCTORAL RESEARCH FELLOWSHIP IN LEIDEN. UNIVERSITY REQUESTS PAYMENT MADE DIRECTLY TO INDIVIDUALS DUE TO GOVERNMENT REGULATIONS IN THE NETHERLANDS | $30,000 | NONE | 06/17/2025 | 2025-06-17 | AMOUNT PROPERLY EXPENDED | ||||
| JULIET HUANG | ||||||||||||||
| PO BOX 2300 | LEIDEN | NL | 2024-08-20 | $30,000 | FIRST INSTALLMENT OF PRE-DOCTORAL RESEARCH FELLOWSHIP IN LEIDEN. UNIVERSITY REQUESTS PAYMENT MADE DIRECTLY TO INDIVIDUALS DUE TO GOVERNMENT REGULATIONS IN THE NETHERLANDS | $30,000 | NONE | 06/19/2025 | 2025-06-19 | AMOUNT PROPERLY EXPENDED | ||||
| JAMES MARSTON FITCH CHARITABLE FOUNDATION | ||||||||||||||
| 2025-04-10 | $1,000 | GENERAL PROGRAM SUPPORT | $1,000 | NONE | REPORT NOT REQUESTED FOR MATCHING GIFTS | UNKNOWN | 232 EAST 11TH STREET | NEW YORK | NY | 10003 | ||||
| BIBLIOTHECA HERTZIANA | ||||||||||||||
| MAX-PLANCK - INSTITUT GREGORIANA 28 | ROME | IT | 2024-08-29 | $5,000 | FOR ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS | $5,000 | NONE | 06/24/2025 | 2025-06-24 | AMOUNT PROPERLY EXPENDED | ||||
| BIBLIOTHECA HERTZIANA | ||||||||||||||
| MAX-PLANCK - INSTITUT GREGORIANA 28 | ROME | IT | 2024-08-29 | $60,000 | FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN ROME | $60,000 | NONE | 06/29,2025 | 2025-06-29 | AMOUNT PROPERLY EXPENDED | ||||
| COURTAULD INSTITUTE OF ART | ||||||||||||||
| SOMMERSET HOUSE STRAND | LONDON | UK | 2024-09-03 | $30,000 | FY 2024 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN LONDON | $30,000 | NONE | 7/21/2025 | 2025-07-21 | AMOUNT PROPERLY EXPENDED | ||||
| INSTITUT NATIONAL D'HISTOIRE DE L'ART | ||||||||||||||
| 2 RUE VIVIENNE | PARIS | FR | 2024-08-27 | $5,000 | ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS | $5,000 | NONE | 07/30/25 | 2025-07-30 | AMOUNT PROPERLY EXPENDED | ||||
| INSTITUT NATIONAL D'HISTOIRE DE L'ART | ||||||||||||||
| 2 RUE VIVIENNE | PARIS | FR | 2024-08-27 | $60,000 | FY 2024 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN PARIS | $60,000 | NONE | 073025 | 2025-07-30 | AMOUNT PROPERLY EXPENDED | ||||
| INSTITUT NATIONAL D'HISTOIRE DE L'ART | ||||||||||||||
| 2 RUE VIVIENNE | PARIS | FR | 2023-11-14 | $15,000 | TO SUPPORT PARTICIPATION OF 10 DOCTORAL STUDENTS AND YOUNG SCHOLARS AT THE GLOBAL CONFERENCE - 36TH CIHA CONGRESS | NONE | 9/10/2024 | AMOUNT PROPERLY EXPENDED | ||||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | ||||||||||||||
| VIA G GIUSTI 44 | FLORENCE | IT | 2024-08-13 | $5,000 | ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS | $5,000 | NONE | 07/30/25 | 2025-07-30 | AMOUNT PROPERLY EXPENDED | ||||
| KUNSTHISTORISCHES INSTITUT FLORENCE | ||||||||||||||
| VIA G GIUSTI 44 | FLORENCE | IT | 2024-08-13 | $60,000 | FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN FLORENCE | $60,000 | NONE | 07/10/2025 | 2025-07-10 | AMOUNT PROPERLY EXPENDED | ||||
| LEIDEN UNIVERSITY CENTRE FOR THE ARTS IN SOCIETY | ||||||||||||||
| PO BOX 2300 | LEIDEN | NL | 2024-08-08 | $5,000 | ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS | $5,000 | NONE | 08/08/24 | 2025-06-20 | AMOUNT PROPERLY EXPENDED | ||||
| ZENTRALINSTITUT FUR KUNSTGESCHICHCHTE | ||||||||||||||
| MEISERSTRASSE 10 | MUNICH | GM | 2024-09-06 | $5,000 | ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS | $5,000 | NONE | 07/30/25 | 2025-07-30 | AMOUNT PROPERLY EXPENDED | ||||
| ZENTRALINSTITUT FUR KUNSTGESCHICHCHTE | ||||||||||||||
| MEISERSTRASSE 10 | MUNICH | GM | 2024-09-06 | $60,000 | FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN MUNICH | $60,000 | NONE | 06/30/2025 | 2025-06-30 | AMOUNT PROPERLY EXPENDED | ||||
| WARBURG INSTITUTE | ||||||||||||||
| WOBURN SQUARE | LONDON | UK | 2024-09-03 | $5,000 | ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS | $5,000 | NONE | 09/11/25 | 2025-09-11 | AMOUNT PROPERLY EXPENDED | ||||
| WARBURG INSTITUTE | ||||||||||||||
| WOBURN SQUARE | LONDON | UK | 2024-09-03 | $30,000 | FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN LONDON | $30,000 | NONE | 6/16/25 | 2025-06-16 | AMOUNT PROPERLY EXPENDED | ||||
| JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION | ||||||||||||||
| 2025-04-17 | $250 | GENERAL PROGRAM SUPPORT | $250 | NONE | REPORTS NOT REQUESTED FOR MATCHING GIFTS | UNKNOWN | 90 PARK AVENUE | NEW YORK | NY | 10016 | ||||
| JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION | ||||||||||||||
| 2024-09-15 | $250 | GENERAL PROGRAM SUPPORT | $250 | NONE | REPORT NOT REQUESTED FOR MATCHING GIFTS | UNKNOWN | 90 PARK AVENUE | NEW YORK | NY | 10016 | ||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASHE CAPITAL | FMV | $5,340,899 | $5,340,899 |
| CEVIAN CAPITAL | FMV | $4,258,218 | $4,258,218 |
| SAGACIA OFFSHORE FUND | FMV | $1,845,149 | $1,845,149 |
| VANGUARD SHORT TERM BOND | FMV | $1,827 | $1,827 |
| VANGUARD TOTAL BOND FUND | FMV | $22,061,801 | $22,061,801 |
| NITORUM | FMV | $3,693,114 | $3,693,114 |
| KONTIKI | FMV | $777,169 | $777,169 |
| DARLINGTON | FMV | $538,490 | $538,490 |
| ACWI | FMV | $11,262,145 | $11,262,145 |
| PENDING INVESTMENT TRADES | FMV | $453,738 | $453,738 |
| VANGUARD WORLD INDEX | FMV | $41,794,180 | $41,794,180 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $2,804,558 | $2,804,558 | $0 | |
| OFFICE FURNITURE | $267,260 | $267,260 | $0 | |
| BUILDING FIXTURES | $1,109,526 | $692,370 | $417,156 | $417,156 |
| COMPUTERS AND OFFICE EQUIPMENT | $180,685 | $99,283 | $81,402 | $81,402 |
| LAND | $500,000 | $0 | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,758 | LegalFeesAmt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,405 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $60,150 | BOYBookValueAmt |
| EOY Book Value | $78,560 | EOYBookValueAmt |
| EOYFMV | $78,560 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $92,279 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $85,923 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAX) | Desc |
| Amt | $4,950,395 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $226,851 | BOYBookValueAmt |
| EOY Book Value | $296,630 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE FEES | $10,584 | $0 | $7,684 |
| INVESTMENT MANAGEMENT | $45,422 | $45,422 | $0 |
| IT CONSULTING FEES | $10,670 | $533 | $10,136 |
| CUSTODIAN FEES | $12,988 | $12,988 | $0 |
| INVESTMENT ADVISORY | $158,017 | $158,017 | $0 |
| PROGRAM CONSULTANT | $18,855 | $0 | $18,855 |
| OTHER FEES | $0 | $0 | $1,687 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $84,072 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |