2026-04-21T12:45:57-05:00 2025-06-30 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990PF 2024-07-01 131624176 SAMUEL H KRESS FOUNDATION SAMU 2128614993 174 EAST 80TH STREET NEW YORK NY 10075 LISA SCHERMERHORN INTERIM PRESIDENT 2128614993 2026-04-20 1 0 KEVIN SUNKEL P00706145 2126857000 2026-04-13 2024 2025-03-06 01:10:19Z X 95619750 X X 1786196 1786196 4582727 12375574 4582727 6368923 6368923 282710 10304 272406 518631 36304 482327 244128 12142 234742 1758 210 1405 28500 0 27000 256536 216960 38362 84072 0 0 93681 23420 77235 2554 73469 59918 14443 46674 92279 4310 85923 1739448 320647 1262308 2353422 2265113 4092870 320647 3527421 2276053 6048276 447158 355741 355741 838747 2104678 2104678 76140 55483 55483 85730384 92026730 92026730 4862029 3863471 1053691 998558 998558 60150 78560 78560 88206270 95619750 95619750 93018 95842 1600500 1714929 226851 296630 1920369 2107401 X 86285901 93512349 86285901 93512349 88206270 95619750 86285901 2276053 4950395 93512349 0 93512349 CEVIAN P 2025-06-30 1992385 717173 1275212 1275212 VANGUARD ST P 2025-06-30 2568692 2509289 59403 59403 VANGUARD TOTAL BD P 2025-06-30 10 -10 -10 DISCERENE P 2025-06-30 688997 511500 177497 177497 NITORUM P 2025-06-30 257455 187392 70063 70063 DARLINGTON P 2025-06-30 2466574 750000 1716574 1716574 KONTIKI P 2025-06-30 1350883 833333 517550 517550 FPR P 2025-06-30 2763478 2000000 763478 763478 ASHE P 2025-06-30 271162 271162 0 0 SHORT TERM P 2025-06-30 14953 12988 1965 1965 MISCELLANEOUS P 2025-06-30 995 995 995 4582727 84071 0 84071 0 84071 89064 0 0 0 89064 X 63 4930 4930 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.KRESSFOUNDATION.ORG THE ORGANIZATION 2128614993 174 EAST 80TH STREET NEW YORK NY 10075 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 JULIA ALEXANDER C/O FOUNDATION NEW YORK NY 10075 PRESIDENT THROUGH 5-4-25 40.00 267710 21856 0 CARMELA FRANKLIN C/O FOUNDATION NEW YORK NY 10075 CHAIRMAN 2.00 4000 0 0 DANIEL WEISS C/O FOUNDATION NEW YORK NY 10075 VICE CHAIRMAN 2.00 4000 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 4000 0 0 WILLIAM J HIGGINS C/O FOUNDATION NEW YORK NY 10075 TRUSTEE 2.00 3000 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 LISA SCHERMERHORN C/O THE FOUNDATION NEW YORK NY 10075 DEPUTY DIRECTOR 40.00 263542 55012 0 KELLY RISI C/O THE FOUNDATION NEW YORK NY 10075 CONTROLLER 24.00 92569 44690 0 WYMAN MEERS C/O THE FOUNDATION NEW YORK NY 10075 PROGRAM ADMINISTRATO 40.00 85525 25792 0 SHEA SPILLER C/O THE FOUNDATION NEW YORK NY 10075 OFFICE ADMINISTRATOR 40.00 68250 32982 0 0 CREWCIAL PARTNERS LLC 810 7TH AVE 32ND FLOOR NEW YORK NY 10019 INVESTMENT ADVISORY 158017 0 0 89459098 401448 1681087 91541633 0 0 91541633 1373124 90168509 4508425 4508425 84071 84071 4424354 26120 4450474 0 4450474 3527421 0 28342 3555763 4450474 0 0 327706 627365 955071 3555763 0 0 0 3555763 0 894711 894711 60360 0 0 0 0 0 0 0 60360 60360 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 122 EAST 66TH STREET FOUNDATION 122 EAST 66TH STREET NEW YORK NY 10065 PC MATCHING 1000 AAMC FOUNDATION 205 LEXINGTON AVENUE SUITE 901 NEW YORK NY 10016 PC HISTORY OF ART GRANTS 12000 ALEC ALDRICH PO BOX 2300 LEIDEN NL I INSTITUTIONAL FELLOWSHIPS 30000 ALLIANCE OF HBCU MUSEUMS AND GALLERIES INC 1002 AZALEA CIRCLE SUITE 100 MARIETTA GA 30062 PC HISTORY OF ART GRANTS 89000 AMERICAN ACADEMY IN ROME 7 EAST 60TH STREET NEW YORK NY 100221001 PC INSTITUTIONAL FELLOWSHIPS 120000 AMERICAN ACADEMY IN ROME 7 EAST 60TH STREET NEW YORK NY 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AMERICA WALSH LIBRARY - 039 FORDHAM UNIVERSITY ROSE HILL CAMPUS BRONX NY 10458 PC HISTORY OF ART GRANTS 31500 SMARTHISTORY 10 WOODBROOK RD PLEASEANTVILLE NY 10570 PC HISTORY OF ART GRANTS 49000 THE WARBURG INSTITUTE WOBURN SQUARE LONDON UK WC1H0AB PC INSTITUTIONAL FELLOWSHIPS 30000 YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 065208327 PC INSTITUTIONAL FELLOWSHIPS 30000 ZENTRALINSTITUT FR KUNSTGESCHICHTE- MEISERSTRASSE 10 MUNICH GM PC INSTITUTIONAL FELLOWSHIPS 5000 ZENTRALINSTITUT FR KUNSTGESCHICHTE- MEISERSTRASSE 10 MUNICH GM PC INSTITUTIONAL FELLOWSHIPS 30000 ZENTRALINSTITUT FR KUNSTGESCHICHTE- MEISERSTRASSE 10 MUNICH GM PC INSTITUTIONAL FELLOWSHIPS 30000 ZENTRALINSTITUT FR KUNSTGESCHICHTE- MEISERSTRASSE 10 MUNICH GM PC INSTITUTIONAL FELLOWSHIPS 30000 1723500 14 1786196 18 4582727 0 6368923 0 6368923 0 0 0 0 0 0 0 0 0 0 OWEN J. FLANAGAN & CO. - AUDIT 28500 0 27000 ALEC ALDRICH PO BOX 2300 LEIDEN NL 2023-08-08 30000 SECOND INSTALLMENT OF PRE-DOCTORAL RESEARCH FELLOWSHIP IN LEIDEN. UNIVERSITY REQUESTS PAYMENT MADE DIRECTLY TO INDIVIDUALS DUE TO GOVERNMENT REGULATIONS IN THE NETHERLANDS 30000 NONE 06/17/2025 2025-06-17 AMOUNT PROPERLY EXPENDED JULIET HUANG PO BOX 2300 LEIDEN NL 2024-08-20 30000 FIRST INSTALLMENT OF PRE-DOCTORAL RESEARCH FELLOWSHIP IN LEIDEN. UNIVERSITY REQUESTS PAYMENT MADE DIRECTLY TO INDIVIDUALS DUE TO GOVERNMENT REGULATIONS IN THE NETHERLANDS 30000 NONE 06/19/2025 2025-06-19 AMOUNT PROPERLY EXPENDED JAMES MARSTON FITCH CHARITABLE FOUNDATION 232 EAST 11TH STREET NEW YORK NY 10003 2025-04-10 1000 GENERAL PROGRAM SUPPORT 1000 NONE REPORT NOT REQUESTED FOR MATCHING GIFTS UNKNOWN BIBLIOTHECA HERTZIANA MAX-PLANCK - INSTITUT GREGORIANA 28 ROME IT 2024-08-29 5000 FOR ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS 5000 NONE 06/24/2025 2025-06-24 AMOUNT PROPERLY EXPENDED BIBLIOTHECA HERTZIANA MAX-PLANCK - INSTITUT GREGORIANA 28 ROME IT 2024-08-29 60000 FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN ROME 60000 NONE 06/29,2025 2025-06-29 AMOUNT PROPERLY EXPENDED COURTAULD INSTITUTE OF ART SOMMERSET HOUSE STRAND LONDON UK 2024-09-03 30000 FY 2024 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN LONDON 30000 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 5000 ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS 5000 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 60000 FY 2024 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN PARIS 60000 NONE 073025 2025-07-30 AMOUNT PROPERLY EXPENDED INSTITUT NATIONAL D'HISTOIRE DE L'ART 2 RUE VIVIENNE PARIS FR 2023-11-14 15000 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 5000 ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS 5000 NONE 07/30/25 2025-07-30 AMOUNT PROPERLY EXPENDED KUNSTHISTORISCHES INSTITUT FLORENCE VIA G GIUSTI 44 FLORENCE IT 2024-08-13 60000 FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN FLORENCE 60000 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 5000 ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS 5000 NONE 08/08/24 2025-06-20 AMOUNT PROPERLY EXPENDED ZENTRALINSTITUT FUR KUNSTGESCHICHCHTE MEISERSTRASSE 10 MUNICH GM 2024-09-06 5000 ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS 5000 NONE 07/30/25 2025-07-30 AMOUNT PROPERLY EXPENDED ZENTRALINSTITUT FUR KUNSTGESCHICHCHTE MEISERSTRASSE 10 MUNICH GM 2024-09-06 60000 FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN MUNICH 60000 NONE 06/30/2025 2025-06-30 AMOUNT PROPERLY EXPENDED WARBURG INSTITUTE WOBURN SQUARE LONDON UK 2024-09-03 5000 ADMINISTRATIVE EXPENSES ASSOCIATED WITH HOSTING AMERICAN PRE-DOCTORAL RESEARCH STUDENTS 5000 NONE 09/11/25 2025-09-11 AMOUNT PROPERLY EXPENDED WARBURG INSTITUTE WOBURN SQUARE LONDON UK 2024-09-03 30000 FY 2025 PRE-DOCTORAL RESEARCH FELLOWSHIPS IN LONDON 30000 NONE 6/16/25 2025-06-16 AMOUNT PROPERLY EXPENDED JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION 90 PARK AVENUE NEW YORK NY 10016 2025-04-17 250 GENERAL PROGRAM SUPPORT 250 NONE REPORTS NOT REQUESTED FOR MATCHING GIFTS UNKNOWN JOHN SIMON GUGGENHEIM MEMORIAL FOUNDATION 90 PARK AVENUE NEW YORK NY 10016 2024-09-15 250 GENERAL PROGRAM SUPPORT 250 NONE REPORT NOT REQUESTED FOR MATCHING GIFTS UNKNOWN ASHE CAPITAL FMV 5340899 5340899 CEVIAN CAPITAL FMV 4258218 4258218 SAGACIA OFFSHORE FUND FMV 1845149 1845149 VANGUARD SHORT TERM BOND FMV 1827 1827 VANGUARD TOTAL BOND FUND FMV 22061801 22061801 NITORUM FMV 3693114 3693114 KONTIKI FMV 777169 777169 DARLINGTON FMV 538490 538490 ACWI FMV 11262145 11262145 PENDING INVESTMENT TRADES FMV 453738 453738 VANGUARD WORLD INDEX FMV 41794180 41794180 BUILDING 2804558 2804558 0 OFFICE FURNITURE 267260 267260 0 BUILDING FIXTURES 1109526 692370 417156 417156 COMPUTERS AND OFFICE EQUIPMENT 180685 99283 81402 81402 LAND 500000 0 500000 500000 LEGAL FEES 1758 210 1405 INTEREST AND DIVIDENDS RECEIVABLE 60150 78560 78560 OFFICE EXPENSES 92279 4310 85923 CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAX) 4950395 DEFERRED EXCISE TAX PAYABLE 226851 296630 WEBSITE FEES 10584 0 7684 INVESTMENT MANAGEMENT 45422 45422 0 IT CONSULTING FEES 10670 533 10136 CUSTODIAN FEES 12988 12988 0 INVESTMENT ADVISORY 158017 158017 0 PROGRAM CONSULTANT 18855 0 18855 OTHER FEES 0 0 1687 FEDERAL EXCISE TAXES 84072 0 0