AARON COPLAND FUND FOR MUSIC INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AARON COPLAND FUND FOR MUSIC INC (EIN 13-3620909)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202331359349100008
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:27:29-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842502784 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSENTIAL BUSINESS ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAMARONECK AVE SUITE 442 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | 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 | 133620909 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AARON COPLAND FUND FOR MUSIC INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALTER KENDRICK & BARON LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARO | BusinessNameControlTxt |
| Phone | 2124616950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 5TH AVENUE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KENDRICK | PersonNm |
| Person Title | EXECUTIVE VP | PersonTitleTxt |
| Phone | 2124616950 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | KENDRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLOS LONDONO EA | PreparerPersonNm |
| PTIN | P01992375 | PTIN |
| Phone | 6099217997 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
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 | $19,281,765 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $504,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $504,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,127,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,013,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,127,357 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,667,117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,667,117 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,298,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,298,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,251 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $726,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $590,921 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,260 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $54,717 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,054,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $753,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,247,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,247,293 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,301,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,000,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $997,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,160,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $374,711 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $528,352 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $528,352 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,577,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,743,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,806,639 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $253,488 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $177,410 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $176,497 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,906,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,660,511 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,770,277 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,112,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,109,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,281,765 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,939,117 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,931,230 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $172,995 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $178,185 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,112,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,109,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,112,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,109,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,112,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $997,303 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,109,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,109,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $538,457 | $522,100 | $16,357 | $16,357 |
| PUBLICLY TRADED SECURITIES | P | $2,222,125 | $1,364,502 | $857,623 | $857,623 |
| CAPITAL GAINS DIVIDENDS | P | $253,377 | $253,377 | $253,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,127,357 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,447 | 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 | $93,447 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $49,512 | OverpaymentAmt |
| Applied To ES Tax | $49,512 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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.COPLANDFUND.ORG | WebsiteAddressTxt |
| Individual With Books | ESSENTIAL BUSINESS ADVISORS INC | IndividualWithBooksNm |
| Phone | 9145177036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 MAMARONECK AVE 442 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEX SHAPIRO | ||||||||
| 685 SPRING STREET SUITE 226 | FRIDAY HARBOR | WA | 98250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AUGUSTA READ THOMAS | ||||||||
| 330 SOUTH MICHIGAN AVENUE APT 1804 | CHICAGO | IL | 60604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS THEOFANIDIS | ||||||||
| 655 ORANGE STREET APT 1 | NEW HAVEN | CT | 06511 | FIRST VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN TAAFFE ZWILICH | ||||||||
| 5 RIVERSIDE DR APT 11E | NEW YORK | NY | 10023 | VICE PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| JAMES M KENDRICK ESQ | ||||||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | EXEC VP/SECY/DIRECTOR | 15.00 | $0 | $0 | $0 |
| JOHN CORIGLIANO | ||||||||
| 365 WEST END AVE APT 1003 | NEW YORK | NY | 10024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NORMAN FEIT | ||||||||
| 710 PARK AVENUE APT 21A | NEW YORK | NY | 10021 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT BEASER | ||||||||
| 104 BIRD STREET | NEEDHAM | MA | 02492 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| URSULA OPPENS | ||||||||
| 600 WEST 115TH ST APT 114 | NEW YORK | NY | 10025 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BROOKE LARIMER | ||||||||
| 2186 CRUGER AVENUE APT 3G | BRONX | NY | 10462 | ASSISTANT SECRETARY/ADMINISTRATOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 |
|---|---|---|---|---|---|
| SCHOTT MUSIC CORPORATION | |||||
| 156 5TH AVENUE SUITE 1208 | NEW YORK | NY | 10010 | GRANT PROGRAM ADMINISTRATION | $425,044 |
| PHILIP ROTHMAN MUSIC & CONSULTING | |||||
| 35 W 96TH ST 2-B | NEW YORK | NY | 10025 | GRANT PROGRAM ADMINISTRATION/CONSULTING | $127,835 |
| LAW OFFICES OF JAMES M KENDRICK LLC | |||||
| 156 5TH AVENUE SUITE 1208 | NEW YORK | NY | 10010 | LEGAL/ADMINISTRATIVE FEES | $96,763 |
| ALTER KENDRICK & BARON | |||||
| 156 5TH AVENUE SUITE 1208 | NEW YORK | NY | 10010 | LEGAL/ADMINISTRATIVE FEES | $62,079 |
| ROBERT BEASER | |||||
| 104 BIRD STREET | NEEDHAM | MA | 02492 | GRANT PROGRAM ADMINISTRATION | $52,800 |
| 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 | $21,001,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,029,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,031,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,031,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $330,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,700,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,085,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,085,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,935 | TotalTaxAmt |
| Distributable Before Adj | $1,041,108 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,041,108 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,041,108 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,000,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,000,665 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,041,108 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,678,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,478,506 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,530,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,538,175 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,012,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,238,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,000,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,041,108 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $959,557 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,197,722 | 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 | $1,678,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,518,771 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,478,506 | ExcessFromYear4Amt |
| Excess From Year3 | $1,530,254 | ExcessFromYear3Amt |
| Excess From Year2 | $1,538,175 | ExcessFromYear2Amt |
| Excess From Year1 | $1,012,279 | ExcessFromYear1Amt |
| Excess From Current Year | $959,557 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AARON COPLAND FUND FOR MUSIC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 5TH AVENUE SUITE 600 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127078377 | RecipientPhoneNum |
| Recipient Email Address | ONLINEGRANTS@COPLANDFUND.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE DETAILS AT - HTTPS://COPLANDFUND.ORG/PROGRAMS/PERFORMANCE-PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE DETAILS AT - HTTPS://COPLANDFUND.ORG/PROGRAMS/PERFORMANCE-PROGRAM | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE DETAILS AT - HTTPS://COPLANDFUND.ORG/PROGRAMS/PERFORMANCE-PROGRAM | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (216 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CABRILLO FESTIVAL OF CONTEMP MUSIC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $30,000 |
| BANG ON A CAN INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $20,000 |
| INT'L CONTEMP ENSEMBLE FOUNDATIION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $20,000 |
| ALARM WILL SOUND INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $15,000 |
| THE BIG EARS FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $10,000 |
| EIGHTH BLACKBIRD PERFORMING ART ASSN | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $10,000 |
| JACK MUSIC INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $10,000 |
| KRONOS PERFORMING ARTS ASSOCIATION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $10,000 |
| SANTA FE OPERA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $10,000 |
| AKROPOLIS REED QUINTET | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| ALBANY SYMPHONY ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $25,000 |
| AMERICAS SOCIETY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| ANDPLAY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| ARS NOVA WORKSHOP INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| BETH MORRISON PROJECTS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $8,000 |
| BLANK FORMS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,500 |
| BLUE 13 DANCE COMPANY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,500 |
| BMOP | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $28,500 |
| BD OF TRUSTEES LELAND STANDORD U | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| BOSTON LYRIC OPERA COMPANY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| BOULANGER INITIATIVE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| BOWERBIRD INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| BROOKLYN ART SONG SOCIETY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| CELEBRITY SERIES OF BOSTON | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,500 |
| CHAMBER MUSIC NORTHWEST | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| CHAMBER MUSIC SOC LINCOLN CENTER | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| CHICAGO COMPOSERS ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,500 |
| CHICAGO COMPOSERS' CONSORTIUM | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| COLLABORATIVE ARTS INST CHICAGO | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| COLORADO MUSIC FEST & CENTER | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| CONTEMPORANEOUS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| COPLAND HOUSE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,000 |
| CROSSING INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $8,000 |
| DA CAPO CHAMBER PLAYERS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| DAL NIENTE NEW MUSIC NFP | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| DANCE THEATRE OF HARLEM | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| DEL SOL PERFORMING ARTS ORG | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| DEPAUX UNIVERSITY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| DITHER | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| EKMELES | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| ELAINE KAUFMAN CULTURAL CENTER | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $9,000 |
| ENSEMBLENEWSRQ | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| EXPERIMENTS IN OPERA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| FULCRUM POINT NEW MUSIC PROJECT | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| GARTH NEWEL MUSIC CENTER | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| GHOST ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| GUERILLA OPERA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| HALEAKALA INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| HYPERCUBE ENSEMBLE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| IMANI WINDS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| INDEXICAL INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| ISSUE PROJECT ROOM INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| JAZZ COMPOSERS ALLIANCE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,500 |
| KALEIDOSCOPE CHAMBER ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| KHEMIA ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| KINETIC ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| KUUMBWA JAZZ SOCIETY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,500 |
| LEAGUE OF COMPOSERS ISCM INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| LEFT COAST CHAMBER ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| LOADBANG INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| LONDON SYMPHONY ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| LONG BEACH OPERA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| LORELAI ENSEMBLE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| LOS ANGELES OPERA COMPANY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $7,500 |
| LOUISIANA PHILHARMONIC ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| MEGALOPOLIS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| MIVOS QUARTET PERFORMING ARTS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| MOBILE SYMPHONY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| MONDAY EVENING CONCERTS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| MUSIC AT THE ANTHOLOGY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,000 |
| MUSICAL TRADITIONS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $9,000 |
| MUSIQA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| NATIONAL SYMPHONY ORCHESTRA ASSN | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| NETWORK FOR NEW MUSIC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| NEW MUSIC CHICAGO | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| NEW MUSIC ON THE POINT FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| NEW WORLD SYMPHONY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| NIEF-NORF | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| NOW ENSEMBLE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| OJAI MUSIC FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,000 |
| OKLAHOMA PHILHARMONIC SOCIETY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| OPERA PARALLELE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| OPERA THEATER OF ST LOUIS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| ORCHESTRA 2001 INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| ORLANDO PHILHARMONIC ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| PIANO SPHERES | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| PITTSBURGH NEW MUSIC ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| PRESENT MUSIC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $8,000 |
| PRISM QUARTET INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,000 |
| REGENTS OF U OF MINNESOTA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| RIVER OAKS CHAMBER ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| SAINT PAUL CHAMBER ORCHESTRA SOC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| SAN FRANCISCO CONTEMPORARY MUS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| SAN FRANCISCO PERFORMANCES INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| SAN FRANCISCO SYMPHONY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,500 |
| SANDBOX PERCUSSIONFRACTURED ATLAS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| SEAL BAY FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| SEATTLE SYMPHONY ORCHESTRA INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $15,000 |
| SFJAZZ | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,000 |
| SO PERCUSSION INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $8,000 |
| SOCIETY FOR NEW MUSIC (SYRACUSE) | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $8,000 |
| SOIL CHAMBER ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| SPEKTRAL QUARTET NFP | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| TALEA ENSEMBLE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| BLACK MOUNTAIN COLLEGE ARTS MUSIC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| THE DESOFF CHOIRS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| THE INDUSTRY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,000 |
| THE JAZZ GALLERY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $9,000 |
| THE LIVING EARTH SHOW | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| ROBERT W WOODRUFF ARTS CENTER INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| THINGNY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| THIRD COAST PERCUSSION NFP | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $8,000 |
| TRANSIENT CANVAS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| TRUSTEES OF COLUMBIA U | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $20,000 |
| UNHEARD OF ENSEMBLE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| UNIVERSITY OF MASSACHUSSETTS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| VARIANT 6 | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| VOLTI | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| WASHINGTON NATIONAL OPERA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $6,000 |
| WET INK MUSIC PRODUCTIONS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| YARN WIRE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| BROOKLYN YOUTH CHORUS ACADEMY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $9,000 |
| CASSATT STRING QUARTET | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| DINOSAUR ANNEX MUSIC ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| ENSEMBLE SIGNAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| FULCRUM ARTS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| HERE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| MILWAUKEE SYMPHONY ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| NC NEWMUSIC INITIATIVE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| NEW MUSIC INSTITUTE OF KANSAS CITY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| NEW REVOLUTION ARTS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| NEW YORK NEW MUSIC ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| PERFORMANCE ZONE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| SANTA ROSE SYMPHONY ASSOCATIATION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| SEATTLE MODERN ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| SPLINTER REEDS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| THE CRAMER QUARTET | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,000 |
| THE UNIVERSITY OF CHICAGO | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $1,000 |
| METROPOLIS ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| GREAT LAKES CHAMBER MUSIC FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,500 |
| CARAMOOR CENTER FOR MUSIC ARTS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| CONNECTION WORKS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $2,500 |
| GLIMMERGLASS OPERA INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $7,500 |
| HOUSE FOUNDATION FOR THE ARTS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| LAKES AREA MUSIC FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $4,000 |
| NEW YORK CITY OPERA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| NEW YORK UNIVERSITY - SKIRBALL CTR | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| LONDON SYMPHONY ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $5,000 |
| THE VIRGINIA ARTS FESTIVAL INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $7,000 |
| ORCHESTRA OF ST LUKE'S | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | PERFORMING GRANT | $3,000 |
| BRIDGE RECORDS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $10,000 |
| ROOMFUL OF TEETH | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $7,500 |
| JACK MUSIC INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $4,000 |
| INTERNATIONAL CONTEMPORARY ENSEMBLE FDTN | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $8,000 |
| ALARM WILL SOUND INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $6,000 |
| PI RECORDINGS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $5,500 |
| PI RECORDINGS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $5,000 |
| FRACTURED ATLAS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $3,000 |
| FRACTURED ATLAS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $3,000 |
| THE INDUSTRY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | RECORDING GRANT | $5,500 |
| ALBANY SYMPHONY ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $5,500 |
| AMERICAN ACADEMY IN ROME | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $9,000 |
| AMERICAN COMPOSERS ALLIANCE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| AMERICAN COMPOSERS FORUM | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $17,500 |
| AMERICAN COMPOSERS ORCHESTRA INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $11,500 |
| AMERICAN OPERA PROJECTS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $9,000 |
| MINNESOTA PUBLIC RADIO | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| THE BOGLIASCO FOUNDATION INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $6,500 |
| BOSTON SYMPHONY ORCHESTRA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $27,000 |
| BOWDOIN INT'L MUSIC FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $6,000 |
| CABRILLO FESTIVAL OF CONTEMP MUSIC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $6,000 |
| CARNEGIE HALL CORPORATION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $10,000 |
| CHAMBER MUSIC AMERICA INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $9,000 |
| CHAMBER MUSIC CONF & COMPS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $1,500 |
| THE CHARLES IVES SOCIETY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $4,000 |
| COMPOSERS CONF & CHAMBER MUS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| CONNECTICUT SUMMERFEST INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $1,500 |
| COPLAND HOUSE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $36,500 |
| FIFTH HOUSE ENSEMBLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,500 |
| HARVESTWORKS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| JOHN SIMON GUGGENHEIM MEM FN | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $20,000 |
| UNIVERSITY OF BUFFALO FOUNDATION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $13,000 |
| AMERICAN SYMPHONY ORCHESTRA LEA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $10,000 |
| LOOK & LISTEN INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $25,000 |
| NEW MUSIC USA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $75,000 |
| NEW YORK WOMEN COMPOSERS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| NEXT EDGE ARTS INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| OPERA AMERICA INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $7,500 |
| ST LUKE'S CHAMBER ENSEMBLE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $5,000 |
| PORTLAND CHAMBER MUSIC FESTIVAL | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $2,000 |
| SONGFEST | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $3,500 |
| THE VIRGINIA ARTS FESTIVAL INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $9,000 |
| WMHT EDUCATIONAL TELECOM | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $4,500 |
| GLIMMERGLASS OPERA INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $6,500 |
| NEW YORK PUBLIC RADIO | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $6,000 |
| NEW YORK YOUTH SYMPHONY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $9,000 |
| MUSIC ASSOCIATES OF ASPEN INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $8,000 |
| MACDOWELL COLONY INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $7,000 |
| THE WALDEN SCHOOL LTD | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SUPPLEMENTAL GRANT | $3,000 |
| GEM THEATRE CULTURAL & PERF ARTS | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $15,000 |
| WILL STACKPOLE | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $1,193 |
| CARNEGIE HALL CORPORATION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $3,000 |
| PHILHARMONIC-SYMPHONY SOC NY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $2,500 |
| ORCHESTRA OF ST LUKE'S | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $500 |
| BOSTON MODERN ORCHESTRA PROJECT | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $500 |
| MINNESOTA ORCHESTRAL ASSOCIATION | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $250 |
| COPLAND HOUSE INC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $150 |
| NEW YORK YOUTH SYMPHONY | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $100 |
| NATIONAL SAWDUST | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $50 |
| BROOKLYN ACADEMY OF MUSIC | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $50 |
| NEW MUSIC USA | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $14,500 |
| BMOP | |||||
| 156 5TH AVENUE SUITE 600 | NEW YORK | NY | 10010 | SPECIAL GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,247,293 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $504,304 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,667,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,127,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,298,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,298,778 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $177,410 | EOYBookValueAmt |
| EOYFMV | $176,497 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $15,743,142 | EOYBookValueAmt |
| EOYFMV | $15,806,639 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,660,511 | BookValueAmt |
| EOYFMV | $2,770,277 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $32,251 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,251 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $7,731 | $0 | $0 |
| GRANT PROGRAM SOFTWARE COSTS | $8,864 | $0 | $0 |
| OTHER GRANT PROGRAM EXPENSES | $9,681 | $0 | $0 |
| HONORARIA | $45,700 | $0 | $0 |
| ENGRAVING FEES | $7,107 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $1,667,117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,667,117 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,667,117 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $135,750 | $135,750 | $0 |
| GRANT PROGRAM ADMIN FEES | $590,921 | $0 | $590,921 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 |
| FOREIGN TAXES | $2,260 | $2,260 | $0 |
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