KLINGENSTEIN-MARTELL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KLINGENSTEIN-MARTELL FOUNDATION (EIN 13-4078024)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349103073
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:58:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN MULLIGAN CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY - SUITE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100062756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134078024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KLINGENSTEIN-MARTELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA THE SARAH D KLINGENSTEIN FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET L MULLIGAN | InCareOfNm |
| Business Name Control | KLIN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH MARTELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | janet mulligan partner | PreparerPersonNm |
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $92,125,929 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $42,931 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $838,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $838,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $709,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,911,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $709,136 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,817 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,595,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,547,445 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,163 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,163 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $523 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $523 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $120,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $345,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $108,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,613 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $578,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,686 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,368,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,368,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,947,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,493,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,351,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,438,309 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,455 | CashBOYAmt |
| Cash EOY | $22,455 | CashEOYAmt |
| Cash EOYFMV | $22,455 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $122,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,241 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $302,620 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $33,694 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,910 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $80,029,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,095,074 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,028,323 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $80,477,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,192,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,125,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $80,477,051 | CapitalStockBOYAmt |
| Capital Stock EOY | $77,192,463 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,477,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,192,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,477,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,192,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,477,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,351,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,379 | OtherIncreasesAmt |
| Subtotal | $77,192,463 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $77,192,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $2,911,486 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,202,350 | CostOrOtherBasisAmt |
| Gain Or Loss | $709,136 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $709,136 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $709,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,992 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,992 | SubtotalAmt |
| Tax Based On Investment Income | $19,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,486 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $54,486 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,494 | OverpaymentAmt |
| Applied To ES Tax | $34,494 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET L MULLIGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY SUITE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH K MARTELL | ||||||||
| 61 BROADWAY 1601 | NEW YORK | NY | 10006 | PRESIDENT, TRUSTEE | 0 | $0 | $0 | $0 |
| LAUREN BRESLOW | ||||||||
| 61 BROADWAY 1601 | NEW YORK | NY | 10006 | TREASURER & SECRETARY | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COHEN KLINGENSTEIN LLC | |||||
| 1441 BROADWAY 2301 | NEW YORK | NY | 10018 | INVESTMENT ADVISORY | $108,588 |
| GURA ASSOCIATES LTD | |||||
| 505 WEST END AVENUE | NEW YORK | NY | 10024 | CONSULTING | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,630,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,707,045 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,707,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,285,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,421,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,221,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,221,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,992 | TotalTaxAmt |
| Distributable Before Adj | $4,201,080 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,201,080 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,201,080 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,493,024 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,493,024 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,201,080 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $744,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $949,159 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,397,092 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,090,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,493,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,201,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $291,944 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,382,641 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,382,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $744,446 | ExcessFromYear3Amt |
| Excess From Year2 | $949,159 | ExcessFromYear2Amt |
| Excess From Year1 | $1,397,092 | ExcessFromYear1Amt |
| Excess From Current Year | $291,944 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH K MARTELL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY LORE INC | ||||||||
| 56 EAST 1ST STREET | NEW YORK | NY | 10003 | NONE | PC | TORONTO GODSPELL FILM | $300,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE $140,000 ANNEX CONSTRUCTION SUPPORT $250,000 CUNNINGHAM ARCHIVE SUPPORT $500,000 | $890,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 476 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | ||||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| EMERSON COLLEGE | ||||||||
| 120 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | PC | Concentration Account- $350,000 Institutional Advancment-$ 40,000 | $390,000 | |
| 7 LAKES ALLIANCE | ||||||||
| 137 MAIN ST | BELGRADE LAKES | ME | 04918 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| THE TOWN SCHOOL(NONCASH) | ||||||||
| 540 EAST 76TH STREET | NEW YORK CITY | NY | 10021 | NONE | PC | GENERAL PURPOSE | $201,338 | |
| EMMA WILLARD SCHOOL | ||||||||
| 285 PAWLING AVENUE | TROY | NY | 12180 | NONE | PC | GENERAL PURPOSE | $382,000 | |
| STONY BROOK FOUNDATION INC | ||||||||
| STONY BROOK | NEW YORK | NE | 11794 | NONE | PC | GENERAL PURPOSE | $250,000 | |
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| THE FILM COLLABORATIVE INC - TIME WARP | ||||||||
| 3405 CAZADOR ST | LOS ANGELES | CA | 90065 | NONE | PC | GENERAL PURPOSE | $170,000 | |
| UPPER WEST SIDE CINEMA CENTER | ||||||||
| 440 WEST END AVE | NEW YORK | NY | 10024 | NONE | PC | GENERAL PURPOSE | $1,000,000 | 4A |
| DOWNTOWN COMMUNITY TELEVISION CENTER INC | ||||||||
| 87 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $200,000 | |
| MEDIA MATTERS FOR AMERICA | ||||||||
| PO BOX 44811 | WASHINGTON | DC | 20026 | NONE | PC | GENERAL PURPOSE | $200,000 | |
| BAY STREET THEATRE FESTIVAL | ||||||||
| 1 LONG WHARF | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL PURPOSE | $65,000 | |
| CENTER FOR GRIEVING CHILDREN | ||||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| GRATEFUL FILM FUND | ||||||||
| 3950 LAUREL CANYON BLVD 1350 | STUDIO CITY | CA | 91614 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| AMAZON FRONTLINES | ||||||||
| 425 BUSH STREET | SAN FRANCISCO | CA | 94108 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| GOD'S LOVE WE DELIVER | ||||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,368,338 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $838,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $709,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,552,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,552,262 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN PATRICIA KLINGENSTEIN FUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,931 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOFFMAN MULLIGAN | CategoryTxt |
| Amt | $1,046 | Amt |
| Net Investment Income | $523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $523 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| COHEN KLINGENSTEIN LLC |
| COHEN KLINGENSTEIN PROVIDES INVESTMENT MANAGEMENT AND ADVISORY SERVICES TO THE FOUNDATION |
| GURA ASSOCIATES LTD |
| GURA ASSOCIATES PROVIDES CONSULTING AND ADVICE ON DONATION DECISIONS FOR THE FOUNDATION |
Depreciation Schedule DepreciationSchedule
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $33,694 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33,910 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P 500 ETF TR TR | AT COST | $56,269,476 | $69,802,695 |
| VANGUARD INDEX FDS SML CP GRW | AT COST | $20,825,598 | $22,225,628 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN LEWIS & BOCKIUS | CategoryTxt |
| Legal Fees | $4,163 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,163 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $108,588 | $108,588 |
| BANK CHARGES | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $4,817 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON STOCK DONATIONS | Desc |
| Amt | $67,379 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GURA ASSOCIATES LTD | CategoryTxt |
| Amt | $120,000 | Amt |
| Disbursements Charitable Prps | $120,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $345,000 | Amt |