POLLOCK-KRASNER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POLLOCK-KRASNER FOUNDATION INC (EIN 13-3255693)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202311309349103311
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T12:37:57-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270120069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON & VOGEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133255693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POLLOCK-KRASNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLL | BusinessNameControlTxt |
| Phone | 2125175400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 863 PARK AVENUE AT 77TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100750342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD SPENCER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2125175400 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD | PersonFirstNm |
| Person Last | SPENCER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00209076 | PTIN |
| Phone | 5164835800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,007,007 | 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 | $55,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,620 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,620 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,377,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,377,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,583,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,394,516 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,583,195 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $251,679 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $176,060 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,270,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,139,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,013,826 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $309,134 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $704,692 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $323,868 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $323,868 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $704,526 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $147,964 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $556,562 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,150 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,965 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,655 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $528,229 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $365,330 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $162,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $269,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,267 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $59,187 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $99,533 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $29,860 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $149,337 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,934 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $134,404 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $72,969 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $72,969 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,415 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,415 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $494,392 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $367,986 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,702,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,293,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,158,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,715,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,715,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,417,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,293,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,873,209 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,852,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,845,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,775,333 | CashBOYAmt |
| Cash EOY | $3,304,161 | CashEOYAmt |
| Cash EOYFMV | $3,334,161 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,635,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,330,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,330,566 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $66,321 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $66,321 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $66,321 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $23,079,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,507,233 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,456,574 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,439,421 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,953,579 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,922,544 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,187,104 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,220,138 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,017,893 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,302,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,153,519 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,248,661 | LandBOYAmt |
| Land EOY | $1,149,128 | LandEOYAmt |
| Land EOYFMV | $4,377,916 | LandEOYFMVAmt |
| Other Assets BOY | $2,613,322 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,379,358 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,501,032 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,044,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,910,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,007,007 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $203,200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $214,204 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $203,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $214,204 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $58,841,685 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,696,280 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,841,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,696,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,044,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,910,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,841,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,852,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,937 | OtherIncreasesAmt |
| Subtotal | $63,696,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,696,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| GOLDENTREE-SHORT TERM | P | $832,881 | $832,881 | ||
| GOLDENTREE-LONG TERM | P | $784,542 | $784,542 | ||
| GOLDENTREE-1231 | P | $10,902 | $10,902 | ||
| GOLDENTREE-1256 SHORT | P | $11,835 | $11,835 | ||
| GOLDENTREE-1256 LONG | P | $17,752 | $17,752 | ||
| CLASS ACTION PROCEEDS | P | $4,755 | $4,755 | $4,755 | |
| SALE OF BOOKS | P | $1,250 | $1,250 | $1,250 | |
| THROUGH COOKE AND BIELER | P | $1,242,603 | $1,242,603 | $3,628,876 | $2,386,273 |
| THROUGH EARNEST PARTNERS | P | $773,967 | $773,967 | $1,302,907 | $528,940 |
| THROUGH WCM ADVISORS | P | $513,394 | $513,394 | $1,196,116 | $682,722 |
| THORUGH WESTFIELD ADVISORS | P | $875,004 | $875,004 | $3,945,762 | $3,070,758 |
| SALE OF ARTWORK | D | $1,033,660 | $1,033,660 | $1,317,350 | $283,690 |
| SALE OF ARTWORK | D | $3,480,650 | $3,480,650 | $4,997,500 | $1,516,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,583,195 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $136,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $136,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $166,628 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $216,628 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $79,770 | OverpaymentAmt |
| Applied To ES Tax | $79,770 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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.PKF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE BLACK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125175400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 863 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100750342 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD SPENCER | ||||||||
| 863 PARK AVENUE AT 77TH STREET | NEW YORK | NY | 10075 | CHAIRMAN | 40.00 | $354,988 | $61,000 | $0 |
| SAMUEL SACHS | ||||||||
| 169 STONE HILL ROAD | BEDFORD | NY | 10506 | PRESIDENT | 20.00 | $193,084 | $0 | $0 |
| KERRIE BUITRAGO | ||||||||
| 65 MONTAGUE STREET | BROOKLYN | NY | 11201 | EXECUTIVE V.P. | 40.00 | $302,296 | $61,000 | $0 |
| CAROLINE BLACK | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | EXECUTIVE V.P. | 40.00 | $163,458 | $61,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BETH COCHEMS-BUDRIS | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | GRANTS MANAGER | 40.00 | $127,193 | $13,794 | $0 |
| JENNIFER GILLETT | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | OFFICE MANAGER | 40.00 | $85,498 | $9,272 | $0 |
| GLYNNIS DOLBEE | ||||||||
| 863 PARK AVENUE | NEW YORK | NY | 10075 | ART MANAGER | 40.00 | $75,036 | $8,138 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RESNICOW AND ASSOCIATES | |||||
| 111 BROADWAY 1306 | NEW YORK | NY | 10006 | PUBLIC RELATIONS | $107,226 |
| EARNEST PARTNERS LLC | |||||
| 1180 PEACHTREE STREET NE SUITE 2300 | ATLANTA | GA | 30309 | INVESTMENT ADVISORY | $69,912 |
| WESTFIELD CAPITAL MANAGEMENT | |||||
| 1 FINANCIAL CENTER | BOSTON | MA | 02111 | INVESTMENT ADVISORY | $60,718 |
| COOKE & BIELER | |||||
| 2001 MARKET ST STE 4000 | PHILADELPHIA | PA | 19103 | INVESTMENT ADVISORY | $52,879 |
| CBIZ INVESTMENT ADVISORS | |||||
| 5100 POPLAR AVE 30TH FL | MEMPHIS | TN | 38137 | INVESTMENT ADVISORY | $48,873 |
| 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 | $61,844,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,012,536 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,958,465 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,815,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,815,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,437,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,378,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,718,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,718,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136,858 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $14,826 | IncomeTaxAmt |
| Total Tax | $151,684 | TotalTaxAmt |
| Distributable Before Adj | $4,567,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,567,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,567,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,873,209 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,873,209 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,567,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,418,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,919,685 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,440,308 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,214,811 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,011,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,005,372 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,873,209 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,567,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $305,958 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,311,330 | 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 | $1,418,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,892,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,919,685 | ExcessFromYear4Amt |
| Excess From Year3 | $1,440,308 | ExcessFromYear3Amt |
| Excess From Year2 | $1,214,811 | ExcessFromYear2Amt |
| Excess From Year1 | $1,011,846 | ExcessFromYear1Amt |
| Excess From Current Year | $305,958 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS BETH COCHEMS-BUDRIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POLLOCK-KRASNER FDTN 863 PARK | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125175400 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS A STANDARD APPLICATION FORM TO BE COMPLETED ON LINE AT WWW.PKF.ORG . THE REQUIRED INFORMATION AND MATERIALS NOTED IN THE APPLICATION ARE AS FOLLOWS: | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GIANLUCA CONCIALDI | |||||||||||||
| VIA BERGAMO 72 | PALERMO | IT | 90127 | NONE | N/A | GENERAL | $20,000 | ||||||
| MARJORIE WELISH | |||||||||||||
| NONE | N/A | GENERAL | $10,000 | 80 LA SALLE STREET 5B | NEW YORK | NY | 10027 | ||||||
| ROYA AMIGH | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 430 STATION PARK CIRCLE UNIT 417 | SAN MATEO | FL | 94402 | ||||||
| MIROSLAV ANTIC | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | 216 BEVERLY ROAD | WEST PALM BEACH | FL | 33405 | ||||||
| ANTHONY AZIZCUCHER SAMUEL | |||||||||||||
| NONE | N/A | GENERALGENERALGENERAL | $30,000 | 230 JAY STREET 17A | BROOKLYN | NY | 11211 | ||||||
| MALADO FRANCINE BALDWIN | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 453 1/2 MELBOURNE AVENUE | LOS ANGELES | CA | 90027 | ||||||
| ALDRICH CONTEMPORARY ART | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $25,000 | 258 MAIN STREET | RIDGEFILED | CT | 06877 | ||||||
| ART TABLE | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $10,000 | 1 E 53RD STREET | NEW YORK | NY | 10022 | ||||||
| MONIA BEN HAMOUDA | |||||||||||||
| VIA SPONTINI 5 | MILANO | IT | NONE | N/A | GENERAL | $26,000 | |||||||
| DAVID BENARROCH | |||||||||||||
| PLAZA DE GABRIEL MIRO 8 3 DER | MADRID | SP | 28005 | NONE | N/A | GENERAL | $20,000 | ||||||
| RUTH BERAHA | |||||||||||||
| VIA RODOLFO AUDINOT 35 | BOLOGNA | IT | 40134 | NONE | N/A | GENERAL | $30,000 | ||||||
| HERMES BERRIO | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | 825 BRICKELL BAY DRIVE APT 741 | MIAMI | FL | 33131 | ||||||
| SHANE BRADFORD | |||||||||||||
| FLAT 31 LANT HOUSE LANT STREET | LONDON SEI IPJ | UK | NONE | N/A | GENERAL | $30,000 | |||||||
| KARTHE BURKHART | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 535 W 23RD ST APT S3P | NEW YORK | NY | 10011 | ||||||
| JOSELY MARIA SOUNISCARVALHO DE OLIVEIRA | |||||||||||||
| NONE | N/A | GENERAL | $35,000 | 1500 GARDEN STREET APT 4L | HOBOKEN | NY | 07030 | ||||||
| CHRISTOPHER HART CHAMBERS | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 903 FIRST AVENUE 5 | NEW YORK | NY | 10022 | ||||||
| CHARLOTTE STREET FOUNDATION | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $25,000 | 3333 WYOMING ST | KANSAS CITY | MO | 64111 | ||||||
| JEANE COHEN | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 26 MOORE AVE | BRUNSWICK | ME | 04011 | ||||||
| JOSE CESAR CORNEJO ALVAREZ | |||||||||||||
| FLAT 52VAUXHALL COURT 46 HAMERTON | MANCHESTER | UK | M40 7RD | NONE | N/A | GENERAL | $30,000 | ROAD | |||||
| HENRY JUDITH | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 78 ROEBLING ST 1B | BROOKLYN | NY | 11211 | ||||||
| EDITH DERDYK | |||||||||||||
| RUA ARACATUBA 415 VILA IPOJUCA | SAO PAULO | BR | NONE | N/A | GENERAL | $34,000 | |||||||
| CLAUDIA DESGRANGES | |||||||||||||
| OHMSTR 10-14 | COLOGNE | GM | 50677 | NONE | N/A | GENERAL | $31,000 | ||||||
| LADDIE JOHN DILL | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 3311 W WASHINGTON BL | LOS ANGELES | CA | 90018 | ||||||
| KERSTIN DRECHSEL | |||||||||||||
| NOLLENDORFSTR 23 | BERLIN | GM | D-10777 | NONE | N/A | GENERAL | $20,000 | ||||||
| MERION ESTES | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | PO BOX 21 | YUCCA VALLEY | CA | 92286 | ||||||
| RODNEY L EWING | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 161 BOND STREET | BROOKLYN | NY | 11217 | ||||||
| MAURA ERENDIRA FALFAN | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 215 EAST 99TH STREET APT 417 | NEW YORK | NY | 10029 | ||||||
| JESSICA KA-YEE FAN | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 318 GREENWOOD AVE APT 3 | BROOKLYN | NY | 11218 | ||||||
| ELISA FILOMENA | |||||||||||||
| 11 CB CAVOUR STREET STREET | GRUGLIASCO TURIN | IT | 10095 | NONE | N/A | GENERAL | $30,000 | ||||||
| FINE ARTS WORK CENTER IN PROVINCETOWN | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $25,000 | 24 PEARL ST | PROVINCETOWN | MA | 02657 | ||||||
| ANNA MARIA FRANCESCHINI | |||||||||||||
| VIA ROVERETO 12 | MILANO | IT | 20127 | NONE | N/A | GENERAL | $30,000 | ||||||
| GONZALO FUENMAYOR | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | 870 NE 92ND ST | MIAMI SHORES | FL | 33138 | ||||||
| TED GAHL | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 55 NORFOLK ROAD | LITCHFIELD | CT | 06759 | ||||||
| SURYA SURAN GIED | |||||||||||||
| BASELER STR 108 | BERLIN | GM | 12205 | NONE | N/A | GENERAL | $22,000 | ||||||
| ALISON CATRIONA GOODYEAR | |||||||||||||
| 20A GREEN END ROAD | KEMPSTON RURAL BEDFORD | UK | MK438RJ | NONE | N/A | GENERAL | $28,000 | ||||||
| ASHOK KUMAR GOPALAN | |||||||||||||
| URAVANTE KADAVIL PUTHENVEEDU | THUMPAMON PATHANAMTHITTA | IN | 689502 | NONE | N/A | GENERAL | $20,000 | KEERAKUZHY PO | |||||
| JUDE M GRIEBEL | |||||||||||||
| BOX 9 SITE 10 RR2 | SUNDRE | CA | AB T0M 1X0 | NONE | N/A | GENERAL | $25,000 | ||||||
| MATTHIAS GROTEVENT | |||||||||||||
| WULFRATHER STRABE 22 | DUSSELDORF | GM | 40233 | NONE | N/A | GENERAL | $30,000 | ||||||
| JENNIFER LAUREN GUNLOCK | |||||||||||||
| NONE | N/A | GENERAL | $29,000 | 4249 HIGHLAND VIEW AVENUE | LOS ANGELES | CA | 90041 | ||||||
| TAKUJI HAMANAKA | |||||||||||||
| NONE | N/A | GENERAL | $15,000 | 99 COMMERCIAL STREET 14 | BROOKLYN | NY | 11222 | ||||||
| CHRISTOPHER E HARRISON | |||||||||||||
| NONE | N/A | GENERAL | $15,000 | 8748 MAPLEBROOK PARKWAY NORTH | BROOKLYN PARK | MN | 55445 | ||||||
| HASAN SABA | |||||||||||||
| B6/11 SAFDARJUNG ENCLAVE 2ND FLOOR | NEW DELHI | IN | 110029 | NONE | N/A | GENERAL | $20,000 | ||||||
| JUAN CLADIO HERRERA CHACANA | |||||||||||||
| CALLE ALEJANDRO SEL RIO 2368 | NUNOA SANTIAGO | CI | 7750000 | NONE | N/A | GENERAL | $25,000 | ||||||
| CHRISTINE M HUGHES | |||||||||||||
| NONE | N/A | GENERAL | $16,000 | 810 DREAMS MILL RD | RAVENA | NY | 12143 | ||||||
| FAIZA HUMA | |||||||||||||
| HOUSE NUMBER E 56 AIRPORT CITY NEAR | BHOPAL | IN | 462002 | NONE | N/A | GENERAL | $20,000 | GANDHI NAGAR AIRPORT | |||||
| FOX HYSEN | |||||||||||||
| NONE | N/A | GENERAL | $24,000 | 47 LAUREL WAY EXT | NORFOLK | CT | 06058 | ||||||
| INTERNATIONAL STUDIO & CURATORIAL PROGRAM | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $37,500 | 1040 METROPOLITAN AVENUE | BROOKLYN | NY | 11211 | ||||||
| FUMIKAZU INSHINO | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 6311 NORTH FIGUEROA STREET UNIT 6 | LOS ANGELES | CA | 90042 | ||||||
| DAVID N JACKSON | |||||||||||||
| NONE | N/A | GENERAL | $17,000 | 4188 NC HWY 111N | TARBORO | NC | 27886 | ||||||
| CHRISTOPHER JAGMIM | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | 4640 EAST CAMBRIDGE AVENUE | PHOENIX | AZ | 85008 | ||||||
| SAMUEL BENEDICT JEFFERY | |||||||||||||
| BIESENTALER STRASSE 5 | BERLIN | GM | 13359 | NONE | N/A | GENERAL | $10,000 | ||||||
| ERVIN A JOHNSON | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 1251 NCLYBOURN AVE APT 3FR | CHICAGO | IL | 60610 | ||||||
| JANET CULBERTSON | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | PO BOX 455 | SHELTER ISLAND HEIGHTS | NY | 11965 | ||||||
| PANTEA KARIMI | |||||||||||||
| NONE | N/A | GENERAL | $13,000 | 1679 BROOKLYN AVE | SAN JOSE | CA | 95128 | ||||||
| SHARON KELLY | |||||||||||||
| 53C CAMDEN ST | BELFAST | EI | BT9 6AT | NONE | N/A | GENERAL | $30,000 | NORTHERN IRELAND | |||||
| SHILA KHATAMI | |||||||||||||
| ORANIENSTR 189 2HH | BERLIN | GM | 10999 | NONE | N/A | GENERAL | $30,000 | ||||||
| KIM DACHONG | |||||||||||||
| 102-1406HO11 YANGUN-RO 37 | HAUNDEAGU | KS | NONE | N/A | GENERAL | $19,000 | BUSAN | ||||||
| DUK JU L KIM | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 3329 SOUTH MORGAN ST APT 3R | CHICAGO | IL | 60608 | ||||||
| CHRISTINA KRAL | |||||||||||||
| EPPSTEINER STR 30 | FRANKFURT AM MAIN | GM | 60323 | NONE | N/A | GENERAL | $24,000 | ||||||
| PERLA NANETTE KRAUZE KLEIMBORT | |||||||||||||
| JOSE ALVARADO 24 A COLONIA ROMA | MEXICO CITY | MX | CDMX 06700 | NONE | N/A | GENERAL | $30,000 | NORTE DELEGACION CUAUHTEMOC | |||||
| DAVID KRIPPENDORFF | |||||||||||||
| TORSTRASSE 11 | BERLIN | GM | 10119 | NONE | N/A | GENERAL | $30,000 | ||||||
| BASEL KUNSTHALLE | |||||||||||||
| STEINBERG 7 | BASEL | CH | CH-4051 | NONE | N/A | GENERAL | $25,000 | ||||||
| SANDRA CAROL LAPAGE | |||||||||||||
| R CONCEICAO DE MONTE ALEGRE | SAN PAULO | BR | 04563060 | NONE | N/A | GENERAL | $15,000 | 351/163A | |||||
| MAKODE LINDE | |||||||||||||
| BODDINSTRASSE 43 | BERLIM | GM | 10119 | NONE | N/A | GENERAL | $25,000 | ||||||
| LIU BELLI | |||||||||||||
| NONE | N/A | GENERAL | $75,000 | 2405 STEVENS COVE | AYSTIN | MI | 78723 | ||||||
| ELIZABETH LIVENSPERGER | |||||||||||||
| NONE | N/A | GENERAL | $15,000 | 60-57 68TH ROAD APT2 | RIDGEWOOD | NY | 11385 | ||||||
| MACDOWELL | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $20,000 | 521 WEST 23RD ST 2ND FL | NEW YORK | NY | 10011 | ||||||
| MARTA CHILINDRON | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 143 BENNETT AVE 3J | NEW YORK | NY | 10040 | ||||||
| RITA K MCBRIDE | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | PO BOX 1063 | LOS ALAMOS | CA | 93440 | ||||||
| RAYMOND MEEKS | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 150 RHINECLIFF ROAD | RHINEBECK | NY | 12572 | ||||||
| CHRISTOPHER J MEERDO | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | 2409 ROBINWOOD LANE | DENTON | TX | 76209 | ||||||
| ELIAS MACAULEY MENDEL | |||||||||||||
| 122 MILDENHALL RD | LONDON | UK | E5 0RZ | NONE | N/A | GENERAL | $30,000 | ||||||
| STUART JOHN MIDDLETON | |||||||||||||
| THE RAILWAY STEPS STATION ROAD | CEREDIGION | UK | SY256HX | NONE | N/A | GENERAL | $20,000 | TREGARON | WALES | ||||
| LAVELY MILLER | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 1416 TOWN POINT ROAD APT 1 | CAMBRIDGE | MD | 21613 | ||||||
| MUSEUM OF ARTS AND DESIGN | |||||||||||||
| NONE | 501(3)(C) | GENERALGENERAL | $10,000 | 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | ||||||
| NEW YORK FOUNDATION FOR THE ARTS | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $30,000 | 220 JAY STREET | BROOKLYN | NY | 11201 | ||||||
| LOUISE ADELE OLSON | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 128 FLORIDA STREET | VALLEJO | CA | 94590 | ||||||
| BUNDITH PHUNSOMBATLERT | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 181 GREEN STREET APT 34 | BROOKLYN | NY | 11222 | ||||||
| LUISA RABBIA | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 1609 DEKALB AVE 3D | BROOKLYN | NY | 11237 | ||||||
| JAMES RANSOME | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | 107 KNOLLWOOD RD | RHINEBECK | NY | 12572 | ||||||
| MICHAEL REAFSNYDER | |||||||||||||
| NONE | N/A | GENERALGENERAL | $20,000 | 5904 E CHAPARRAL COURT | ORANGE | CA | 92869 | ||||||
| HUNTER REYNOLDS | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 346 EAST 9TH STREET 5 | NEW YORK | NY | 10003 | ||||||
| DAVID RHODES | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | 187 EAST 4TH STREET APT3J | NEW YORK | NY | 10009 | ||||||
| NATHANIEL ROBINSON | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 792 DREWVILLE RD | BREWSTER | NY | 10509 | ||||||
| BENJAMIN RUBLOFF | |||||||||||||
| MARHEINEKEPLATZ 9 | BERLIN | GM | 10961 | NONE | N/A | GENERAL | $25,000 | ||||||
| ROSE SALANE | |||||||||||||
| NONE | N/A | GENERAL | $22,000 | 16-37 GEORGE STREET | QUEENS | NY | 11385 | ||||||
| SAVILLE LYNN | |||||||||||||
| NONE | N/A | GENERAL | $15,000 | 440 RIVERSIDE DR APARTMENT 38 | NEW YORK | NY | 10027 | ||||||
| GHITA SKALI LAMI | |||||||||||||
| BROEDPLAATZ LELY-SCHIPLUIDENLAAN-12 | AMSTERDAM | NL | 1062HE | NONE | N/A | GENERAL | $25,000 | ||||||
| SKOWHEGAM SCHOOL OF PAINTING & SCULPTURE | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $50,000 | 1 ART SCHOOL ROAD | SKOWHEGAN | ME | 04950 | ||||||
| JANICE BROOKE SLOANE | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 504 EAST 12TH ST APT 28 | NEW YORK | NY | 10009 | ||||||
| HAROLD DAVID SMITH JR | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 1118 NORTH 14TH STREET | KANSAS CITY | KS | 66102 | ||||||
| LOU BALTASAR | |||||||||||||
| EULERSTRASSE 50 C | DUSSELDORF | GM | 40477 | NONE | N/A | GENERAL | $30,000 | ||||||
| ARTADIA | |||||||||||||
| NONE | N/A | GENERAL | $10,000 | 45 MAIN STREET STE 515 | BROOKLYN | NY | 11201 | ||||||
| CHERYL ANN | |||||||||||||
| NONE | N/A | GENERAL | $30,000 | 275 SOUSA ROAD | VENTURA | CA | 93003 | ||||||
| VERMONT STUDIO CENTER | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $36,500 | 80 PEARL STREET | JOHNSON | VT | 05656 | ||||||
| VIRGINIA R VERRAN | |||||||||||||
| FLAT 10 WORCESTER HOUSE ASTEYS ROW | ISLINGTON LONDON | UK | NI 2DB | NONE | N/A | GENERAL | $25,000 | ENGLAND | |||||
| VILLA BERGERIE | |||||||||||||
| PLAZA MAYOR | LAGARRES | SP | 22587 | NONE | N/A | GENERAL | $30,000 | ||||||
| WAVE HILL CENTER | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $30,000 | 4900 INDEPENDANCE AVENUE | BRONX | NY | 10471 | ||||||
| LEIGH WELLS | |||||||||||||
| NONE | N/A | GENERAL | $20,000 | PO BOX 2021 | SAUSALITO | CA | 94966 | ||||||
| PEDRO WIRZ | |||||||||||||
| FREIHOFSTRASSE 32 | ZURICH | SZ | 8048 | NONE | N/A | GENERAL | $30,000 | ||||||
| WOODSTOCK BRYDCLIFFE GUILD | |||||||||||||
| NONE | 501(3)(C) | GENERAL | $30,000 | 34 TINKER STREET | WOODSTOCK | NY | 12498 | ||||||
| KATHRYNE ANNE WRIGHT | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 2315 S BRINK AVE | SARASOTA | FL | 34239 | ||||||
| YADDO | |||||||||||||
| NONE | N/A | GENERAL | $25,000 | 312 UNION AVE | SARATOGE SPRINGS | NY | 12866 | ||||||
| CAITLIN YARDLEY | |||||||||||||
| 2 CLAXTON PATH | LONDON | UK | SE4 2LR | NONE | N/A | GENERAL | $28,000 | ENGLAND | |||||
| VASANTHA YOGANANTHAN | |||||||||||||
| 114 BOULEVARD LONGCHAMP | MARSEILLE | FR | 13001 | NONE | N/A | GENERAL | $28,000 | ||||||
| STRIJDOM VAN DE MERWE | |||||||||||||
| 12 DU TOIT STREET | STELLENBOSCH | SF | 7600 | NONE | N/A | GENERAL | $20,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,715,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,620 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,377,633 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,583,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,215,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,215,127 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BRIAN WALL FOUNDATION | ||||||
| 1 | 5525 MARSHALL STREET | OAKLAND | CA | 94608 | $30,000 | Yes (X) |
| BRIAN WALL FOUNDATION | ||||||
| 2 | 5525 MARSHALL STREET | OAKLAND | CA | 94608 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COOPERSMITH SIMON & VOGEL PC | CategoryTxt |
| Amt | $30,620 | Amt |
| Net Investment Income | $22,965 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,655 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CO-OP APARTMENT | 1998-01-01 | $2,329,673 | $1,368,687 | SL | 40.000000000000 | $58,242 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1998-06-30 | $157,134 | $157,134 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1999-01-01 | $8,910 | $8,910 | SL | 7.000000000000 | $0 | $0 |
| WOOD BLINDS | 2000-05-03 | $1,725 | $1,722 | SL | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 1998-01-01 | $187,553 | $110,023 | SL | 40.000000000000 | $4,689 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1991-06-30 | $5,229 | $5,229 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1991-06-30 | $1,525 | $1,525 | SL | 5.000000000000 | $0 | $0 |
| SECURITY SYSTEM | 1993-06-30 | $1,950 | $1,950 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1995-01-01 | $28,874 | $28,874 | SL | 5.000000000000 | $0 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 1996-06-30 | $2,509 | $2,509 | SL | 5.000000000000 | $0 | $0 |
| SECURITY SYSTEM | 1996-06-30 | $273 | $273 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1997-06-30 | $6,279 | $6,279 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1998-06-30 | $17,963 | $17,963 | SL | 5.000000000000 | $0 | $0 |
| HP PRINTER | 1999-11-11 | $850 | $843 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1999-11-02 | $34,667 | $34,667 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 1996-06-30 | $11,363 | $11,363 | SL | 5.000000000000 | $0 | $0 |
| WEB SITE | 2002-02-28 | $45,900 | $45,900 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2003-06-30 | $1,709 | $1,709 | SL | 5.000000000000 | $0 | $0 |
| A/C UNIT | 2005-07-01 | $3,000 | $3,000 | SL | 5.000000000000 | $0 | $0 |
| 3 AIR CONDITIONERS | 2006-07-12 | $3,800 | $3,800 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2007-04-27 | $6,199 | $6,199 | SL | 5.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2008-06-01 | $68,909 | $23,118 | SL | 39.000000000000 | $1,767 | $0 |
| OFFICE EQUIPMENT | 2009-06-30 | $4,533 | $4,533 | SL | 5.000000000000 | $0 | $0 |
| PHONE SYSTEM | 2010-11-10 | $12,025 | $12,025 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2011-12-31 | $10,927 | $10,927 | SL | 5.000000000000 | $0 | $0 |
| SOFTWARE | 2011-12-31 | $7,820 | $7,820 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2012-08-31 | $14,591 | $14,591 | SL | 5.000000000000 | $0 | $0 |
| WEBSITE | 2017-06-30 | $45,000 | $36,000 | SL | 5.000000000000 | $9,000 | $0 |
| RENOVATIONS , FURNITURE AND EQUIPMENT | 2020-06-30 | $180,843 | $25,835 | SL | 7.000000000000 | $25,835 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | $3,024,665 | $2,646,965 |
| JOHCM INTL SELECT | $3,928,914 | $3,275,579 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES AT WESTFIELD MANAGEMENT | $5,247,733 | $5,763,815 |
| EQUITIES AT COOKE & BIELER, L.P. | $7,690,515 | $8,108,655 |
| EQUITIES AT EARNEST PARTNERS, LLC | $4,070,901 | $6,101,760 |
| LM GLOBAL | $4,114,152 | $3,485,194 |
| WCM INTL FOCUSED GROWTH | $3,383,932 | $3,997,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDENTREE HIGH YIELD PARTNERS | AT COST | $10,330,275 | $10,497,904 |
| IRONWOOD INTERNATIONAL LTD | AT COST | $7,889,863 | $11,519,989 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CO-OP APARTMENT | $2,329,673 | $1,426,929 | $902,744 |
| OFFICE FURNITURE & EQUIPMENT | $157,134 | $157,134 | $0 |
| OFFICE FURNITURE & EQUIPMENT | $8,910 | $8,910 | $0 |
| WOOD BLINDS | $1,725 | $1,722 | $3 |
| BUILDING IMPROVEMENTS | $187,553 | $114,712 | $72,841 |
| OFFICE FURNITURE & EQUIPMENT | $5,229 | $5,229 | $0 |
| COMPUTER EQUIPMENT | $1,525 | $1,525 | $0 |
| SECURITY SYSTEM | $1,950 | $1,950 | $0 |
| COMPUTER EQUIPMENT | $28,874 | $28,874 | $0 |
| OFFICE FURNITURE & EQUIPMENT | $2,509 | $2,509 | $0 |
| SECURITY SYSTEM | $273 | $273 | $0 |
| COMPUTER EQUIPMENT | $6,279 | $6,279 | $0 |
| COMPUTER EQUIPMENT | $17,963 | $17,963 | $0 |
| HP PRINTER | $850 | $843 | $7 |
| COMPUTER EQUIPMENT | $34,667 | $34,667 | $0 |
| COMPUTER EQUIPMENT | $11,363 | $11,363 | $0 |
| WEB SITE | $45,900 | $45,900 | $0 |
| COMPUTER EQUIPMENT | $1,709 | $1,709 | $0 |
| A/C UNIT | $3,000 | $3,000 | $0 |
| 3 AIR CONDITIONERS | $3,800 | $3,800 | $0 |
| COMPUTER EQUIPMENT | $6,199 | $6,199 | $0 |
| BUILDING IMPROVEMENTS | $68,909 | $24,885 | $44,024 |
| OFFICE EQUIPMENT | $4,533 | $4,533 | $0 |
| PHONE SYSTEM | $12,025 | $12,025 | $0 |
| OFFICE EQUIPMENT | $10,927 | $10,927 | $0 |
| SOFTWARE | $7,820 | $7,820 | $0 |
| COMPUTER EQUIPMENT | $14,591 | $14,591 | $0 |
| WEBSITE | $45,000 | $45,000 | $0 |
| RENOVATIONS , FURNITURE AND EQUIPMENT | $180,843 | $51,670 | $129,173 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CARTER LEDYARD & MILBURN LLP | $12,300 | $6,150 | $6,150 |
| POTOMAC LAW GROUP | $2,000 | $0 | $2,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $2,610,442 | $2,346,478 | $20,468,152 |
| SECURITY DEPOSIT | $2,880 | $2,880 | $2,880 |
| OTHER | $30,000 | $30,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $53,893 | $19,764 | $34,130 |
| OFFICE EXPENSE | $35,142 | $8,786 | $26,357 |
| TELEPHONE | $19,431 | $5,246 | $14,184 |
| COMMITTEE OF SELECTION | $24,000 | $0 | $24,000 |
| ARTWORK EXPENSE | $106,825 | $106,825 | $0 |
| STATE FILING FEES | $1,500 | $0 | $1,500 |
| POSTAGE | $2,645 | $661 | $1,983 |
| EQUIPMENT LEASING | $10,811 | $2,703 | $8,108 |
| COMPUTER EXPENSE | $21,526 | $5,382 | $16,145 |
| INVEST EXPENSE-CUSTODY AND OTHER FEES | $59,240 | $59,240 | $0 |
| THROUGH PASSTHROUGH ENTITIES | $159,379 | $159,379 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $236,606 | $236,606 | $236,606 |
| UBTI INCOME INCLUDED ABOVE | -$75,619 | ||
| OTHER PORTFOLIO INCOME | $15,073 | $15,073 | $15,073 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUNI INTEREST FROM PASSTHROUGHS | Desc |
| Amt | $1,937 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION | Desc |
| BOY Book Value | $203,200 | BOYBookValueAmt |
| EOY Book Value | $214,204 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (11 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EARNEST PARTNERS, LLC | $69,912 | $69,912 | $0 |
| COOKE & BEILER, L.P. | $52,879 | $52,879 | $0 |
| WCM INTL | $44,278 | $44,278 | $0 |
| WESTFIELD CAPITAL | $60,718 | $60,718 | $0 |
| CBIZ INVESTMENT ADVISORY SERVICES | $48,872 | $48,872 | $0 |
| NETSURIT | $52,432 | $19,924 | $32,508 |
| BLACKBAUD | $30,912 | $11,747 | $19,166 |
| RESNICOW AND ASSOCIATES | $107,226 | $0 | $107,226 |
| CMS CONSULTANTS | $4,000 | $0 | $4,000 |
| CARTER RADCLCIFF | $50,000 | $50,000 | $0 |
| OTHER | $7,000 | $7,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $165,000 | $0 | $0 |
| PAYROLL | $77,833 | $18,646 | $59,187 |
| FOREIGN TAX WITHHELD | $10,621 | $10,621 | $0 |
| TAX ON UBTI | $16,000 | $0 | $0 |
Comments