NATIONAL SCULPTURE SOCIETY: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SCULPTURE SOCIETY (EIN 13-1656673)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-03
- IRS object ID
- 202322159349100347
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-03T17:52:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132688836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGOFF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 LEXINGTON AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131656673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL SCULPTURE SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2127645645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET 903 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GWEN PIER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2127645645 | PhoneNum |
| Signature | 2023-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GWEN | PersonFirstNm |
| Person Last | PIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL K BRACE | PreparerPersonNm |
| PTIN | P01474547 | PTIN |
| Phone | 2125575666 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $15,961,917 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $260,601 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $68 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $68 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $223,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,082 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $223,082 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $773,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,258,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $773,372 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $158,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $158,682 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,415,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $996,522 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $381,832 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,039 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $31,704 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,335 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $103,224 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $24,299 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $78,925 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,529 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $11,877 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,652 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,143 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,493 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $152,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $148,688 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $148,688 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,177 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,513 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,027 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,643 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $145,804 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $23,737 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $122,067 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,942 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $33,598 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,344 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $100,637 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $3,731 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $96,906 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,693 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $834,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $282,147 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $510,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $282,147 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $560,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $531,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $842,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99,685 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,743 | CashBOYAmt |
| Cash EOY | $40,016 | CashEOYAmt |
| Cash EOYFMV | $40,016 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $307,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $315,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $315,284 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $19,256 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17,966 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $19,256 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $19,256 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $186,603 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $194,140 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $194,140 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,060,617 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,161,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,187,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,187,008 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,407,945 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,936,420 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,936,420 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,002,193 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,899,568 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,899,568 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $141,510 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,432 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $81,721 | LandBOYAmt |
| Land EOY | $58,078 | LandEOYAmt |
| Land EOYFMV | $58,078 | LandEOYFMVAmt |
| Other Assets BOY | $3,650,467 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,312,147 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,312,147 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,925,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,961,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,961,917 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $86,703 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,375 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $63,529 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $65,765 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $472,583 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $150,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $554,723 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,656,991 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,643,382 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,118,199 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,763,812 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,775,190 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,407,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,925,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,961,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,775,190 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $531,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,306,779 | SubtotalAmt |
| Other Decreases | $4,899,585 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,407,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS | P | $11,618,172 | $11,790,482 | -$172,310 | -$172,310 |
| UBS | P | $5,640,805 | $4,695,123 | $945,682 | $945,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $773,372 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$172,310 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,294 | OverpaymentAmt |
| Applied To ES Tax | $18,294 | 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 | Yes (1) | 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.NATIONALSCULPTURE.ORG | WebsiteAddressTxt |
| Individual With Books | GWEN PIER | IndividualWithBooksNm |
| Phone | 2127645645 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 39TH STREET SUITE 903 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| GWEN PIER | ||||||||
| 315 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | EXECUTIVE DIRECTOR | 45.00 | $101,942 | $3,058 | $0 |
| GORDON ALT | ||||||||
| 1742 CORCORAN STREET NW | WASHINGTON | DC | 20009 | 2ND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMY KANN | ||||||||
| 112 CHESTNUT AVENUE | NARBETH | PA | 19072 | 1ST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK EDWARD ADAMS | ||||||||
| 12638 CARMEL COUNTRY RD 130 | SAN DIEGO | CA | 92130 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEE HUTT | ||||||||
| 106 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT JEWELL | ||||||||
| 10919 E SKINNER DR | SCOTTSDALE | AZ | 85262 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBIN R SALMON | ||||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHEL LANGLAIS | ||||||||
| 1000 SOUTH POINTE DRIVE 1901 | MIAMI | FL | 33139 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WESLEY WOFFORD | ||||||||
| P O BOX 2912 | CASHIERS | NC | 28717 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARC FIELDS | ||||||||
| 110 WEST 19TH STREET LL | NEW YORK | NY | 10011 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| RICHARD J MOYLAN | ||||||||
| 500 25TH STREET | BROOKLYN | NY | 11232 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENT ULLBERG | ||||||||
| 14337 AQUARIUS STREET | CORPUS CHRISTI | TX | 784186003 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| GREGORY GLASSON | ||||||||
| 837 CAMBY ROAD | MILLBROOK | NY | 12545 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| ALICIA PONZIO | ||||||||
| 1524 POWELL ST STE A | SAN FRANCISO | CA | 94133 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| RENEE HARPER ARDREY | ||||||||
| 589 FOURTH STREET | ABSECON | NJ | 08201 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| KATE BROCKMAN | ||||||||
| 163 W THOMPSON ST | PHILADELPHIA | PA | 19122 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNE BROWN | ||||||||
| PO BOX 190 | BLUFF | UT | 84512 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| JANICE MAURO | ||||||||
| 22 OLMSTEAD ROAD | WEST REDDING | CT | 06896 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEROY TRANSFIELD | ||||||||
| 1098 W 1420 N | OREM | UT | 84057 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARGARET NICHOLSON | ||||||||
| BOX 5400 | DEPTFORD | NJ | 08096 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| SUSAN MORROW POTJE | ||||||||
| 7900 E GREENWAY RD STE 101 | SCOTTSDALE | AZ | 85260 | COUNCIL DIRECTOR | 0.50 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVENUE OF AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $148,688 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCULPTURE REVIEW MAGAZINE: QUARTERLY PUBLICATION SPECIALIZES IN CONTEMPORARY AMERICAN REPRESENTATIONAL SCULPTURE. | Description1Txt |
| Expenses1 | $116,944 | Expenses1Amt |
| Description2 | ARTIST RECOGNITION: AWARDS AND SCHOLARSHIPS IN RECOGNITION OF OUTSTANDING ACHIEVEMENTS. | Description2Txt |
| Expenses2 | $112,097 | Expenses2Amt |
| Description3 | EXHIBITIONS: SCULPTURE EXHIBITIONS INCLUDING THE ANNUAL AWARDS EXHIBITION. | Description3Txt |
| Expenses3 | $96,051 | Expenses3Amt |
| Description4 | MEMBERSHIP SERVICES: INCLUDE NSS EXHIBITION PROSPECTUSES, BIMONTHLY NEWSLETTER, PARTICIPATION IN THE SOCIETY'S PROGRAMS. | Description4Txt |
| Expenses4 | $243,977 | Expenses4Amt |
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 | $13,827,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $355,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $487,511 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,670,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,670,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,450,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $722,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $560,469 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $560,469 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-03-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $99,685 | CurrentYearAmt |
| Year1 | $124,763 | Year1Amt |
| Year2 | $167,442 | Year2Amt |
| Year3 | $123,573 | Year3Amt |
| Total | $515,463 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $84,732 | CurrentYearAmt |
| Year1 | $106,049 | Year1Amt |
| Year2 | $142,326 | Year2Amt |
| Year3 | $105,037 | Year3Amt |
| Total | $438,144 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $560,469 | CurrentYearAmt |
| Year1 | $491,653 | Year1Amt |
| Year2 | $410,855 | Year2Amt |
| Year3 | $491,315 | Year3Amt |
| Total | $1,954,292 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $560,469 | CurrentYearAmt |
| Year1 | $491,653 | Year1Amt |
| Year2 | $410,855 | Year2Amt |
| Year3 | $491,315 | Year3Amt |
| Total | $1,954,292 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $481,697 | CurrentYearAmt |
| Year1 | $507,255 | Year1Amt |
| Year2 | $566,641 | Year2Amt |
| Year3 | $546,913 | Year3Amt |
| Total | $2,102,506 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GWEN PIER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 E 39TH ST 903 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127645645 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION INCLUDING BRIEF BIOGRAPHY, BACKGROUND IN SCULPTURE AND PHOTOGRAPHS OF WORK BY THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIOUS SUBMISSION DEADLINES. INFORMATION REGARDING APPLICATION DEADLINES IS ANNOUNCED IN ARTS MAGAZ | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ERIC SERRITELLA | |||||||
| 122 WOLFS COURT | CHAPEL HILL | NC | 27516 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $5,000 |
| REBECCA REYNOLDS | |||||||
| 29 FERRY STREET | GLOUCESTER | MA | 01930 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $1,000 |
| JIANNAN WU | |||||||
| 10 RIVER ROAD 7-R | NEW YORK | NY | 10044 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $5,000 |
| FAISAL ALAHMAD | |||||||
| 3611 SHERIDAN AVE N | MINNEAPOLIS | MN | 55412 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| CHARLES ANTOLIN | |||||||
| 115 CONIFER LN | WALNUT CREEK | CA | 94598 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| DAVID ASSEL | |||||||
| 2954 143RD ST | FLUSHING | NY | 11354 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| EDWARD HOLECKO | |||||||
| 703 W ORANGE AVE | SOUTH SAN FRANCISCO | CA | 94080 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| JUSTIN KENDALL | |||||||
| 1172 JEFFERSON AVE 2 | BROOKLYN | NY | 11221 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| HEATHER PERSONETT | |||||||
| 737 SIXTH AVE 3L | BROOKLYN | NY | 11215 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| KELLY MICCA | |||||||
| 317 BROAD ST 520 | PHILADELPHIA | PA | 19107 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| EVAN MORSE | |||||||
| 151 MOUNT VERNON ST | NEWTON | MA | 02465 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| MARIA WILLISON | |||||||
| 4409 TENNESSEE AVE | CHATTANOOGA | TN | 37409 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| VARVARA MITROFANOVA | |||||||
| 927 PINE ST APT 401 | PHILADELPHIA | PA | 19107 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| LAURE DE MARGERIE | |||||||
| 148 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $150 |
| JUSTIN KENDALL | |||||||
| 1172 JEFFERSON AVE 2 | BROOKLYN | NY | 11221 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $750 |
| KELLY MICCA | |||||||
| 317 BROAD ST 520 | PHILADELPHIA | PA | 19107 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $1,500 |
| HEATHER PERSONETT | |||||||
| 737 SIXTH AVE 3L | BROOKLYN | NY | 11215 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $3,000 |
| CHRISTOPHER KUNK | |||||||
| 4411 ALTON PLACE NW | WASHINGTON | DC | 20016 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $2,000 |
| JAMES NELSON | |||||||
| 388 ORPHEUS AVE | ENCINITAS | CA | 92024 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $500 |
| EMANNUEL FILLION | |||||||
| 21220 KNOLLWOOD AVENUE | PORT CHARLOTTE | FL | 33952 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $4,000 |
| RICHARD MACDONALD | |||||||
| 16 LOWER RAGSDALE DRIVE | MONTEREY | CA | 93940 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $3,000 |
| VARVARA MITROFANOVA | |||||||
| 927 PINE ST APT 401 | PHILADELPHIA | PA | 19107 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $2,000 |
| STEFAN SAVIDES | |||||||
| 7901 WASHBURN WAY | KLAMATH FALLS | OR | 97603 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $2,500 |
| KRISTINE POOLE | |||||||
| 1108 CALLE CATALINA | SANTA FE | NM | 87501 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $1,000 |
| WALTER MATIA | |||||||
| 18327-A COMUS ROAD | DICKERSON | MD | 20842 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $1,000 |
| ANDREW ETHERIDGE | |||||||
| 250 BRANDAN ROAD | BALTIMORE | MD | 21212 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $1,000 |
| LEROY TRANSFIELD | |||||||
| 1098 WEST 1420 NORTH | OREM | UT | 84057 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $1,000 |
| MARTIN GATES | |||||||
| 21800 NW 87TH AVENUE RD | MICANOPY | FL | 32667 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $750 |
| WILLIAM PUPA | |||||||
| 629 N PAULINA AVE | REDONDO BEACH | CA | 90277 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $500 |
| SUSAN WAKEEN | |||||||
| 387 TORRINGTON RD | LITCHFIELD | CT | 06759 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $500 |
| DOUGLAS AJA | |||||||
| 682 DANIELS FARM ROAD | WATERFORD | VT | 05819 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $400 |
| PEREGRINE O'GORMLEY | |||||||
| PO BOX 513 | LA CONNER | WA | 98257 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $300 |
| ZOFIA CHAMERA | |||||||
| 2500 KELSO COURT | FALLSTON | MD | 21047 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $300 |
| DEANNA R C MONTERO | |||||||
| 488 JAMES ROAD UNIT F | PALO ALTO | CA | 94306 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $200 |
| JEREMIAH WELSH | |||||||
| 523 N SHERIDAN AVE | COLORADO SPRINGS | CO | 80909 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $1,000 |
| ELIZABETH JORDAN | |||||||
| 293 AVENUE A | BAYONNE | NJ | 07002 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $5,000 |
| WENDY KLEMPERER | |||||||
| 393 BUSHWICK AVENUE | BROOKLYN | NY | 11206 | NONE | 1 | ANNUAL PRIZES, AWARDS AND SCHOLARSHIPS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| SCULPTURE REVIEW MAGAZINE | 541800 | $20,633 | |
| EXHIBITIONS | 900099 | $12,294 | |
| OTHER | 900099 | $25,224 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $100,531 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $773,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $20,633 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $996,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,049 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,155,204 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1(A) | THE SCULPTURE REVIEW MAGAZINE DISTRIBUTED BY THE SOCIETY TO SPREAD THE KNOWLEDGE OF GOOD SCULPTURE FOR ARTISTIC AND EDUCATIONAL PURPOSES |
| 1(B) | PUBLIC EXHIBITIONS OF SCULPTURE COMPLIMENTED BY SERIES OF EDUCATIONAL PROGRAMS AND LECTURES TO ENCOURAGE THE PRODUCTION AND DISPLAY OF SCULPTURE FOR PUBLIC AND PRIVATE SPACES. |
| 1(C) | EVENTS THAT PROMOTE SCULPTURE |
| 2 | MEMBERSHIP DUES FOR EXEMPT FUNCTIONS |
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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALEX J ETTL FOUNDATION | ||||||
| 1 | 55 REMSEN STREET | BROOKLYN | NY | 11201 | $18,000 | Yes (X) |
| JP MORGAN CHASE - DUNWOODIE FNDN ACCT | ||||||
| 2 | 270 PARK AVENUE | NEW YORK | NY | 10017 | $19,948 | Yes (X) |
| JP MORGAN CHASE - NSS TRUST 2 | ||||||
| 3 | 270 PARK AVENUE | NEW YORK | NY | 10017 | $43,287 | Yes (X) |
| JP MORGAN CHASE - NSS TRUST 1 | ||||||
| 4 | 270 PARK AVENUE | NEW YORK | NY | 10017 | $84,770 | Yes (X) |
| ALFRED AND HARRIET LEE HUTT | ||||||
| 5 | 106 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | $15,000 | Yes (X) |
| ANDREW BARNARD | ||||||
| 6 | 210 MAIN STREET PO BOX 28 | EAST ORLEANS | MA | 02643 | $10,000 | Yes (X) |
| VANGUARD CHARITABLE | ||||||
| 7 | PO BOX 9509 | WARWICK | RI | 02889 | $40,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,143 | Amt |
| Net Investment Income | $5,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,493 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (76 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENTERGY MISSISSIPPI LLC | $503 | $503 |
| MORGAN STANLEY SER E PFD | $805 | $805 |
| WELLS FARGO CO NEW B/E | $1,751 | $1,751 |
| MICRON TECHNOLOGY INC NTS B/E | $1,877 | $1,877 |
| QVC INC B/E | $2,449 | $2,449 |
| CARRIER GLOB CORP NTS | $3,771 | $3,771 |
| ENTERGY ARKANSAS LLC | $4,281 | $4,281 |
| AT&T INC | $6,628 | $6,628 |
| AMC NETWORKS INC NTS B/E | $6,840 | $6,840 |
| MACY'S RETAIL HLDGS INC | $12,657 | $12,657 |
| STIFEL FINANCIAL CORP NT | $14,200 | $14,200 |
| QVC INC NTS B/E | $14,841 | $14,841 |
| OAKTREE SPECIALTY LEND | $15,188 | $15,188 |
| ENBRIDGE INC NTS B/E | $15,444 | $15,444 |
| ENTERGY LOUISIANA LLC | $15,567 | $15,567 |
| DISCOVERY COMM INC NTS | $16,017 | $16,017 |
| AT&T INC NTS B/E | $16,230 | $16,230 |
| HP INC NTS B/E | $16,466 | $16,466 |
| MOTOROLA SOLUTIONS INC | $16,499 | $16,499 |
| TOTAL SYS SERVIES INC | $16,573 | $16,573 |
| VERIZON COMMUNICATIONS | $16,581 | $16,581 |
| CARLISLE COS INC B/E | $16,794 | $16,794 |
| QORVO INC NTS B/E | $16,801 | $16,801 |
| TRIMBLE NAV LTD B/E | $16,813 | $16,813 |
| CA INC NTS B/E | $16,823 | $16,823 |
| AMERICAN TOWER CORP B/E | $16,850 | $16,850 |
| NEWELL BRANDS INC NTS B/E | $16,900 | $16,900 |
| HCA INC NTS B/E | $16,925 | $16,925 |
| WESTERN DIGITAL CORP NTS | $16,951 | $16,951 |
| BLOCK FINANCIAL NTS B/E | $17,032 | $17,032 |
| KRAFT HEINZ FOODS CO NTS | $17,233 | $17,233 |
| ALTRIA GROUP INC B/E | $17,283 | $17,283 |
| WABTEC B/E | $17,321 | $17,321 |
| ORACLE CORP NTS B/E | $17,354 | $17,354 |
| FORTUNE BRANDS HOME & SE 5BP | $17,374 | $17,374 |
| ZIMMER HOLDINGS INC B/E | $17,392 | $17,392 |
| WILLIS NORTH AMER INC 0BP | $17,407 | $17,407 |
| EXPEDIA INC B/E | $17,474 | $17,474 |
| BAT CAPITAL CORP NTS B/E | $17,483 | $17,483 |
| CDW LLC/CDW FIN CORP | $17,486 | $17,486 |
| MICROCHIP TECHNOLOGY INC NTS B/E | $17,488 | $17,488 |
| CONAGRA FOODS INC B/E | $17,534 | $17,534 |
| MOLSON COORS BREWING CO | $17,655 | $17,655 |
| BERRY GLOB INC NTS B/E | $17,835 | $17,835 |
| STEEL DYNAMICS INC NTS | $18,009 | $18,009 |
| BANK OF NEW YORK MELLON CORP B/E | $18,242 | $18,242 |
| SVC CORP INTL NTS B/E | $18,751 | $18,751 |
| TRANSDIGM INC NTS B/E | $18,769 | $18,769 |
| CITIGROUP INC B/E | $18,815 | $18,815 |
| UNITED RENTALS NORTH AM | $18,953 | $18,953 |
| TEGNA INC NTS B/E | $18,972 | $18,972 |
| ENCOMPASS HEALTH CORP | $19,076 | $19,076 |
| SBA COMMUNICATIONS CORP | $19,124 | $19,124 |
| ATHENE HLDG DEP CUM PREF | $20,463 | $20,463 |
| NEXTER ENERGY CPTL HLDGS INC | $20,747 | $20,747 |
| FS KKR CPTL CORP NTS B/E | $20,901 | $20,901 |
| VIRTUS CONVERTIBLE & INCOME FD | $21,406 | $21,406 |
| ENERGY TRANSFER PARTNERS B/E | $23,163 | $23,163 |
| REINSURANCE GRP OF AMER | $24,549 | $24,549 |
| CITIGROUP INC B/E | $25,262 | $25,262 |
| ALLY FINANCIAL INC B/E | $27,419 | $27,419 |
| NATIONAL RURAL UTIL COOP | $27,668 | $27,668 |
| FIFTH THIRD BANCORP B/E | $29,729 | $29,729 |
| GENL MOTORS FINL CO INC NTS B/E | $37,612 | $37,612 |
| ALLY FINANCIAL INC B/E FIX-TO-VARIABLE | $47,595 | $47,595 |
| ANNALY CAPITAL MGMT INC CUML | $50,332 | $50,332 |
| AGNC INVT CORP CUML SER F | $57,377 | $57,377 |
| LINCOLN NATL CORP DEPOSIT PFD | $57,949 | $57,949 |
| CITIZENS FINL GROUP INC B/E | $58,415 | $58,415 |
| REGIONS FINL CORP B/E | $59,459 | $59,459 |
| LINCOLN NATL CORP B/E | $60,039 | $60,039 |
| EDISON B/E OAT | $63,372 | $63,372 |
| CHARLES SCHWAB CORP B/E | $89,976 | $89,976 |
| BOEING CO NTS B/E | $97,818 | $97,818 |
| BP CAPITAL MARKETS PLC B/E | $110,250 | $110,250 |
| SEMPRA ENERGY B/E | $124,832 | $124,832 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (369 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DISCOVER FINANCIAL SERVICES | $2,348 | $2,348 |
| CISCO SYSTEMS INC | $2,954 | $2,954 |
| AUTOMATIC DATA PROCESSING INC | $3,344 | $3,344 |
| AMGEN INC | $3,414 | $3,414 |
| REPUBLIC SERVICES INC | $3,612 | $3,612 |
| MORGAN STANLEY | $3,826 | $3,826 |
| TRUIST FINL CORP | $3,830 | $3,830 |
| PHILLIPS 66 | $4,163 | $4,163 |
| LONZA GROUP AG ADR | $4,193 | $4,193 |
| BLACKROCK INC | $4,252 | $4,252 |
| ATLASSIAN CORP CL A | $4,504 | $4,504 |
| BLOCK INC CL A | $4,587 | $4,587 |
| LI NING CO LTD ADR | $5,154 | $5,154 |
| HALEON PLC SPON ADR | $5,160 | $5,160 |
| ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR | $5,263 | $5,263 |
| ASM INTL NV EUR | $5,343 | $5,343 |
| DIAGEO PLC NEW GB SPON ADR | $5,346 | $5,346 |
| ROCKWELL AUTOMATION INC NEW | $5,409 | $5,409 |
| AMER ELECTRIC POWER CO | $5,412 | $5,412 |
| LASERTEC CORP ADR | $5,443 | $5,443 |
| ICICI BANK LTD SPON ADR | $5,451 | $5,451 |
| BLACKSTONE INC CL A | $5,490 | $5,490 |
| STARBUCKS CORP | $5,555 | $5,555 |
| ENPHASE ENERGY INC | $5,564 | $5,564 |
| WASTE CONNECTIONS INC CAD | $5,568 | $5,568 |
| ACCENTURE PLC IRELAND CL A | $5,604 | $5,604 |
| MARSH & MCLENNAN COS INC | $5,626 | $5,626 |
| DSV A/S ADR | $5,637 | $5,637 |
| EOG RESOURCES INC | $5,699 | $5,699 |
| PROLOGIS INC COM | $5,749 | $5,749 |
| LULULEMON ATHLETICA INC | $5,767 | $5,767 |
| HONEYWELL INTL INC | $5,786 | $5,786 |
| ANALOG DEVICES INC | $5,905 | $5,905 |
| FERGUSON PLC | $5,968 | $5,968 |
| HOME DEPOT INC | $6,001 | $6,001 |
| UNION PACIFIC CORP | $6,005 | $6,005 |
| TEXAS INSTRUMENTS | $6,113 | $6,113 |
| ECOLAB INC | $6,114 | $6,114 |
| COMCAST CORP NEW CL A | $6,155 | $6,155 |
| THOMSON REUTERS CORP CAD | $6,160 | $6,160 |
| UNITED PARCEL SERVICE INC CL B | $6,258 | $6,258 |
| JPMORGAN CHASE & CO | $6,437 | $6,437 |
| NINTENDO LTD ADR NEW JAPAN ADR | $6,585 | $6,585 |
| PERNOD RICARD SA SPON ADR | $6,686 | $6,686 |
| PARKER HANNIFIN CORP | $6,693 | $6,693 |
| LINDE PLC EUR | $6,850 | $6,850 |
| CHIPOTLE MEXICAN GRILL INC CL A | $6,937 | $6,937 |
| WEST PHARMACUETICAL SERVICES INC | $7,061 | $7,061 |
| CINN FINANCIAL CORP | $7,065 | $7,065 |
| NEXTERA ENERGY INC COM | $7,190 | $7,190 |
| METTLER-TOLEDO INTL | $7,227 | $7,227 |
| SIKA AG UNSPONSORED ADR | $7,272 | $7,272 |
| NATL FUEL GAS CO | $7,280 | $7,280 |
| ABBOTT LABS | $7,356 | $7,356 |
| CISCO SYSTEMS INC | $7,384 | $7,384 |
| BARRICK GOLD CORP | $7,387 | $7,387 |
| SHELL PLC SPON ADR | $7,404 | $7,404 |
| CHUBB LTD CHF | $7,500 | $7,500 |
| COCA COLA CO COM | $7,506 | $7,506 |
| ORACLE CORP | $7,520 | $7,520 |
| DISCOVER FINANCIAL SERVICES | $7,533 | $7,533 |
| EPAM SYSTEMS INC | $7,538 | $7,538 |
| HONDA MOTOR CO ADR JAPAN ADR | $7,544 | $7,544 |
| PROCTER & GAMBLE CO | $7,578 | $7,578 |
| MARVELL TECHNOLOGY INC | $7,593 | $7,593 |
| DOLLAR GEN CORP NEW | $7,634 | $7,634 |
| FORTIVE CORP | $7,646 | $7,646 |
| RAYTHEON TECHNOLOGIES CORP | $7,670 | $7,670 |
| PALO ALTO NETWORKS INC | $7,675 | $7,675 |
| S&P GLOBAL INC | $7,704 | $7,704 |
| NESTLE S A SPONSORED ADR | $7,728 | $7,728 |
| ADOBE INC. (DELAWARE) | $7,740 | $7,740 |
| ADYEN N V ADR | $7,742 | $7,742 |
| FEDEX CORP | $7,794 | $7,794 |
| UNITED PARCEL SERVICE INC CL B | $7,823 | $7,823 |
| ATLASSIAN CORP CL A | $7,849 | $7,849 |
| ANALOG DEVICES INC | $7,873 | $7,873 |
| HOME DEPOT INC | $7,897 | $7,897 |
| EDWARDS LIFESCIENCES CORP | $7,909 | $7,909 |
| STERIS PLC | $7,942 | $7,942 |
| PHILIP MORRIS INTL INC | $8,097 | $8,097 |
| EVOLUTION AB UNSPONSORED ADR | $8,122 | $8,122 |
| ALTRIA GROUP INC | $8,182 | $8,182 |
| ABBVIE INC COM | $8,242 | $8,242 |
| FASTENAL CO | $8,328 | $8,328 |
| ICON PLC EUR | $8,353 | $8,353 |
| BROADCOM INC | $8,387 | $8,387 |
| AMERIPRISE FINANCIAL INC | $8,407 | $8,407 |
| AUTODESK INC | $8,409 | $8,409 |
| BIO RAD LABORATORIES INC CL A | $8,410 | $8,410 |
| MCDONALDS CORP | $8,433 | $8,433 |
| LAUDER ESTEE COS CL A | $8,436 | $8,436 |
| DYNATRACE INC | $8,579 | $8,579 |
| VERIZON COMMUNICATIONS INC | $8,707 | $8,707 |
| RESMED INC | $8,741 | $8,741 |
| TARGET CORP | $8,942 | $8,942 |
| NESTLE S SPONSORED ADR | $8,997 | $8,997 |
| CSL LTD SPON ADR | $9,071 | $9,071 |
| SCHLUMBERGER LTD NETHERLANDS ANTILLES | $9,088 | $9,088 |
| ALCON INC CHF | $9,186 | $9,186 |
| MONOLITHIC POWER SYSTEMS INC | $9,194 | $9,194 |
| HONEYWELL INTL INC | $9,215 | $9,215 |
| SCHNEIDER ELEC SE UNSPONSORED ADR | $9,227 | $9,227 |
| EXXON MOBIL CORP | $9,265 | $9,265 |
| SERIVCENOW INC | $9,318 | $9,318 |
| ASTRAZENECA PLC SPON ADR | $9,492 | $9,492 |
| UNITEDHEALTH GROUP INC | $9,543 | $9,543 |
| ACCENTURE PLC IRELAND CL A | $9,606 | $9,606 |
| NORFOLK STHN CORP | $9,610 | $9,610 |
| CISCO SYSTEMS INC | $9,623 | $9,623 |
| ATLASSIAN CORP CL A | $9,651 | $9,651 |
| NIKE INC CL B | $9,712 | $9,712 |
| CISCO SYSTEMS INC | $9,719 | $9,719 |
| AIA GROUP LTD SPON ADR | $9,730 | $9,730 |
| DOMINION ENERGY INC | $9,750 | $9,750 |
| AGNC INVT CORP REIT | $9,781 | $9,781 |
| IDEXX LABS | $9,791 | $9,791 |
| EMPIRE STATE REALTY TRUST IN REIT | $9,807 | $9,807 |
| UNILEVER PLC AMER SHS NEW SPON ADR | $9,818 | $9,818 |
| ASML HLDG NV SPON ADR | $9,835 | $9,835 |
| DOLLAR TREE INC | $9,901 | $9,901 |
| BLOCK INC CL A | $9,929 | $9,929 |
| COTERRA ENERGY INC | $9,951 | $9,951 |
| PPG INDUSTRIES INC | $10,059 | $10,059 |
| FERRARI N V EUR | $10,068 | $10,068 |
| MICROSOFT CORP | $10,072 | $10,072 |
| NVIDIA CORP | $10,084 | $10,084 |
| DANAHER CORP | $10,086 | $10,086 |
| O REILLY AUTOMOTIVE INC | $10,128 | $10,128 |
| OSHKOSH CORP | $10,142 | $10,142 |
| FIDELITY NATL INFORMATION SVCS | $10,178 | $10,178 |
| NIKE INC CL B | $10,180 | $10,180 |
| MSCI INC | $10,234 | $10,234 |
| CADENCE DESIGN SYSTEM | $10,281 | $10,281 |
| PAYCHEX INC | $10,285 | $10,285 |
| TRUIST FINL CORP | $10,327 | $10,327 |
| UNION PACIFIC CORP | $10,354 | $10,354 |
| JONES LANG LASALLE INC | $10,359 | $10,359 |
| GLOBAL PAYMENTS INC | $10,429 | $10,429 |
| THERMO FISHER SCIENTIFIC INC | $10,463 | $10,463 |
| AMAZON.COM INC | $10,584 | $10,584 |
| COCA COLA CO COM | $10,623 | $10,623 |
| ABBOTT LABS | $10,650 | $10,650 |
| CROWN CASTLE INC REIT | $10,716 | $10,716 |
| AUTOMATIC DATA PROCESSING INC | $10,749 | $10,749 |
| SALESFORCE, INC. | $11,005 | $11,005 |
| AMERICAN TOWER CORP REIT | $11,017 | $11,017 |
| AMGEN INC | $11,031 | $11,031 |
| HOME DEPOT INC | $11,055 | $11,055 |
| AON PLC CL A | $11,105 | $11,105 |
| EXPERIAN PLC SPON ADR | $11,124 | $11,124 |
| JOHNSON & JOHNSON COM | $11,129 | $11,129 |
| LVMH MOET HENNESY LOUIS ADR | $11,445 | $11,445 |
| DIAGEO PLC NEW GB SPON ADR | $11,582 | $11,582 |
| SHERWIN WILLIAMS CO | $11,629 | $11,629 |
| ENPHASE ENERGY INC | $11,658 | $11,658 |
| INTUITIVE SURGICAL INC | $11,675 | $11,675 |
| FIDELITY NATL INFORMATION SVCS | $11,806 | $11,806 |
| PROCTER & GAMPLE C O | $11,822 | $11,822 |
| BLACKSTONE INC CL A | $11,870 | $11,870 |
| REPUBLIC SERVICES INC | $11,996 | $11,996 |
| VERISK ANALYTICS INC | $11,997 | $11,997 |
| UNITED PARCEL SERVICE INC CL B | $12,169 | $12,169 |
| PFIZER INC | $12,195 | $12,195 |
| COSTCO WHOLESALE CORP | $12,326 | $12,326 |
| MEDTRONIC PLC | $12,435 | $12,435 |
| LILLY ELI & CO | $12,439 | $12,439 |
| ALPHABET INCC CL A | $12,529 | $12,529 |
| TEXAS INSTRUMENTS | $12,557 | $12,557 |
| AMER EXPRESS CO | $12,559 | $12,559 |
| APPLIED MATRIALS INC | $12,562 | $12,562 |
| TRUIST FINL CORP | $12,565 | $12,565 |
| PNC FINANCIAL SERVICES GROUP | $12,635 | $12,635 |
| META PLATFORMS INC CL A | $12,636 | $12,636 |
| GLOBAL LIFE INC | $12,658 | $12,658 |
| STARBUCKS CORP | $12,698 | $12,698 |
| LOWES COMPANIES INC | $12,751 | $12,751 |
| SCHWAB CHARLES CORP NEW | $12,905 | $12,905 |
| NOVO NORDISK ADR DENMARK ADR | $12,993 | $12,993 |
| TJX COS INC NEW | $13,054 | $13,054 |
| MORGAN STANLEY | $13,093 | $13,093 |
| ECOLAB INC | $13,100 | $13,100 |
| CHEVRON CORP | $13,103 | $13,103 |
| MERCK & CO INC COM | $13,203 | $13,203 |
| BERKSHIRE HATHAWAY IN NEW CL B | $13,283 | $13,283 |
| BLACKROCK INC | $13,464 | $13,464 |
| INTUIT | $13,623 | $13,623 |
| AIR PROD & CHEMICAL INC | $13,872 | $13,872 |
| PHILLIPS 66 | $14,155 | $14,155 |
| BLACKROCK INC | $14,173 | $14,173 |
| AMERICAN TOWER CORP REIT | $14,195 | $14,195 |
| COMCAST CORP NEW CL A | $14,268 | $14,268 |
| THERMO FISHER SCIENIFIC INC | $14,318 | $14,318 |
| CANADIAN PAC RAILWAY LTD CAD | $14,321 | $14,321 |
| PROGRESSIVE CORP OHIO | $14,398 | $14,398 |
| BOSTON SCIENTIFIC CORP | $14,668 | $14,668 |
| HARTFORD FINCL SERVICES GROUP INC | $14,787 | $14,787 |
| WELLS FARGO & CO NEW | $14,864 | $14,864 |
| SANOFI SPON ADR | $15,013 | $15,013 |
| TEXAS INSTRUMENTS | $15,035 | $15,035 |
| WEST PHARMACEUTICAL SERVICES INC | $15,062 | $15,062 |
| WILLIAMS COS INC (DEL) | $15,134 | $15,134 |
| INGREDION INC COM | $15,179 | $15,179 |
| JOHNSON & JOHNSON COM | $15,192 | $15,192 |
| NINTENDO LTD ADR NEW JAPAN ADR | $15,213 | $15,213 |
| US BANCORP DEL (NEW) | $15,264 | $15,264 |
| MICROSOFT CORP | $15,588 | $15,588 |
| UNITEDHEALTH GROUP INC | $15,905 | $15,905 |
| DANAHER ORP | $16,191 | $16,191 |
| CINN FINANCIAL CORP | $16,280 | $16,280 |
| MARVELL TECHNOLOGY INC | $16,335 | $16,335 |
| FORTIVE CORP | $16,512 | $16,512 |
| CHIPOTLE MEXICAN GRILL INC CL A | $16,650 | $16,650 |
| HOME DEPOT INC | $17,056 | $17,056 |
| ANALOG DEVIES INC | $17,059 | $17,059 |
| EDWARDS LIFESCIENCES CORP | $17,086 | $17,086 |
| APPLE INC | $17,151 | $17,151 |
| ADOBE INC. (DELAWARE) | $17,163 | $17,163 |
| AMER ELECTRIC POWER CO | $17,376 | $17,376 |
| GLAXO WELLCOME PLC SPON ADR | $17,394 | $17,394 |
| VISA INC CL A | $17,452 | $17,452 |
| NESTLE S A SPONSORED ADR | $17,878 | $17,878 |
| BIO RAD LABORATORIES INC CL A | $18,081 | $18,081 |
| PROLOGIS COM | $18,150 | $18,150 |
| DIAGEO PLC NEW GB SPON ADR | $18,175 | $18,175 |
| AUTODESK INC | $18,313 | $18,313 |
| STARBUCKS CORP | $18,352 | $18,352 |
| MARSH & MCLENNAN COS INC | $18,368 | $18,368 |
| DYNATRACE INC | $18,461 | $18,461 |
| SCOTTS MIRACLE-GRO CO CL A | $18,610 | $18,610 |
| ACCENTURE PLC IRELAND CL A | $18,679 | $18,679 |
| PHILIP MORRIS INTL INC | $18,724 | $18,724 |
| EOG RESOURCES INC | $18,780 | $18,780 |
| HONEYWELL INTL INC | $18,858 | $18,858 |
| ALTRIA GROUP INC | $18,878 | $18,878 |
| BRIGHT HORIZONS FAMILY | $19,119 | $19,119 |
| FASTENAL CO | $19,259 | $19,259 |
| HOME DEPOT INC | $19,583 | $19,583 |
| UNITEDHEALTH GROUP INC | $19,617 | $19,617 |
| MONOLITHIC POWER SYSTEMS INC | $19,802 | $19,802 |
| UNION PACIFIC CORP | $19,879 | $19,879 |
| VERIZON COMMUNICATIONS INC | $20,133 | $20,133 |
| SERVICENOW INC | $20,190 | $20,190 |
| TEXAS INSTRUMENTS | $20,322 | $20,322 |
| ANALOG DEVICES INC | $20,340 | $20,340 |
| AT&T INC | $20,343 | $20,343 |
| MICROSOFT CORP | $20,625 | $20,625 |
| TARGET CORP | $20,717 | $20,717 |
| UNITED PRCEL SERVICE INC CL B | $20,861 | $20,861 |
| VERIZON COMMUNICATIONS INC | $20,882 | $20,882 |
| NIKE INC CL B | $21,062 | $21,062 |
| IDEXX LABS | $21,214 | $21,214 |
| JPMORGAN CHASE & CO | $21,590 | $21,590 |
| NVIDIA CORP | $21,629 | $21,629 |
| MSCI INC | $21,863 | $21,863 |
| CADENCE DESIGN SYSTEM | $22,008 | $22,008 |
| VISA INC CL A | $22,023 | $22,023 |
| CISCO SYSTEMS INC | $22,153 | $22,153 |
| NORFOLK STHN CORP | $22,178 | $22,178 |
| DOMINON ENERGY INC | $22,504 | $22,504 |
| AMAZON.COM INC | $22,848 | $22,848 |
| LINDE PLC EUR | $23,159 | $23,159 |
| ROLLINS INC | $23,349 | $23,349 |
| MICROSOFT CORP | $23,502 | $23,502 |
| ABBOTT LABS | $23,605 | $23,605 |
| NEXTRA ENERGY INC COM | $23,659 | $23,659 |
| PAYCHEX INC | $23,805 | $23,805 |
| ASPEN TECHNOLOGY INC | $24,648 | $24,648 |
| ORACLE CORP | $24,685 | $24,685 |
| COCA COLA CO COM | $24,744 | $24,744 |
| PROCTOR & GAMBLE CO | $24,856 | $24,856 |
| CROWN CASTLE INC REIT | $24,958 | $24,958 |
| CHUBB LTD CHF | $25,148 | $25,148 |
| RAYTHEON TECHNOLOGIES CORP | $25,230 | $25,230 |
| VERISK ANALYTICS INC | $25,757 | $25,757 |
| FIDELITY NATL INFORMATION SVCS | $26,665 | $26,665 |
| DIAGEO PLC NEW GB SPON ADR | $26,729 | $26,729 |
| ABBVIE INC COM | $26,827 | $26,827 |
| BROADCOM INC | $26,838 | $26,838 |
| LONZA GROUP AG ADR | $26,959 | $26,959 |
| ALPHABET INC CL A | $26,998 | $26,998 |
| HENRY JACK & ASSOC INC | $27,036 | $27,036 |
| WATSCO INC | $27,683 | $27,683 |
| MCDONALDS CORP | $27,934 | $27,934 |
| UNITED PARCEL SERVICE INC CL B | $27,988 | $27,988 |
| PFIZER INC | $28,131 | $28,131 |
| FAIR ISAAC CORP | $28,732 | $28,732 |
| INTUIT | $28,802 | $28,802 |
| LENNOX INTL INC | $28,947 | $28,947 |
| STARBUCKS CORP | $29,363 | $29,363 |
| AMAZON.COM INC | $29,484 | $29,484 |
| LOWES COMPANIES INC | $29,488 | $29,488 |
| CHEMED CORP NEW | $29,605 | $29,605 |
| CHEVRON CORP | $30,154 | $30,154 |
| EXXON MOBIL CORP | $30,333 | $30,333 |
| AMERICAN TOWER CORP REIT | $30,508 | $30,508 |
| MERCK & CO INC COM | $30,511 | $30,511 |
| THERMO FISHER SCIENTIFIC INC | $30,839 | $30,839 |
| BERKSHIRE HATHAWAY INC NEW CL B | $30,890 | $30,890 |
| ALLEGION PLC | $31,052 | $31,052 |
| THOR INDUSTRIES INC | $31,102 | $31,102 |
| DOLBY LABORATORIES INC CL A | $31,743 | $31,743 |
| UNITEDHEALTH GROUP INC | $31,811 | $31,811 |
| BLACKROCK INC | $31,888 | $31,888 |
| AIR PROD & CHEMICAL INC | $32,367 | $32,367 |
| TELEDYNE TECHNOLOGIES INC | $32,393 | $32,393 |
| APPLE INC | $32,742 | $32,742 |
| ANSYS INC | $32,856 | $32,856 |
| PROGRESSIVE CORP OHIO | $33,206 | $33,206 |
| MICROSOFT CORP | $33,335 | $33,335 |
| LI NING CO LTD ADR | $33,502 | $33,502 |
| ATLAS COPCO AB NEW REPSTG COM | $33,819 | $33,819 |
| TERADYNE INC | $33,979 | $33,979 |
| UNITEDHEALTH GROUP INC | $34,462 | $34,462 |
| TEXAS INSTRUMENTS | $34,696 | $34,696 |
| DANAHER CORP | $34,770 | $34,770 |
| SITEONE LANDSCAPE SUPPLY INC | $34,844 | $34,844 |
| ASM INTL NV EUR | $34,854 | $34,854 |
| LASERTEC CORP ADR | $34,960 | $34,960 |
| ICICI BANK LTD SPON ADR | $35,002 | $35,002 |
| JOHNSON & JOHNSON COM | $35,153 | $35,153 |
| WASTE CONNECTIONS INC CAD | $35,659 | $35,659 |
| EQUIFAX INC | $35,957 | $35,957 |
| DSV A/S ADR | $35,964 | $35,964 |
| ZEBRA TECHNOLOGIES CORP CL A | $36,410 | $36,410 |
| JOHNSON & JOHNSON COM | $36,567 | $36,567 |
| INTERACTIVE BROKERS GROUP INC CL A | $36,609 | $36,609 |
| VISA INC CL A | $37,397 | $37,397 |
| LULULEMON ATHLETICA INC | $37,484 | $37,484 |
| COPART INC | $37,874 | $37,874 |
| FERGUSON PLC | $37,964 | $37,964 |
| GLOBUS MED INC CL A | $38,620 | $38,620 |
| ALPHABET INC CL A | $38,821 | $38,821 |
| EXPONENT INC | $38,843 | $38,843 |
| THOMAS REUTERS CORP CAD | $39,468 | $39,468 |
| APPLE INC | $39,499 | $39,499 |
| CHARLES RIVER LABORATORIES | $41,837 | $41,837 |
| LPL FINL HLDGS INC COM | $42,153 | $42,153 |
| BENTLEY SYSTEMS INC CL B | $42,430 | $42,430 |
| PERNOD RICARD SA SPON ADR | $42,830 | $42,830 |
| POOL CORP | $45,047 | $45,047 |
| METTLER-TOLEDO INTL | $46,254 | $46,254 |
| SIKA AG UNSPONSORED ADR | $46,692 | $46,692 |
| COOPER COMPANIES INC NEW | $47,286 | $47,286 |
| NORDSON CORP | $47,782 | $47,782 |
| EPAM SYSTEMS INC | $49,489 | $49,489 |
| ADYEN N V ADR | $49,749 | $49,749 |
| ATLASSIAN CORP CL A | $50,571 | $50,571 |
| STERIS PLC | $50,605 | $50,605 |
| EVOLUTION AB UNSPONSORED ADR | $52,252 | $52,252 |
| ICON PLC EUR | $54,196 | $54,196 |
| RESMED INC | $55,779 | $55,779 |
| NESTLE S A SPONSORED ADR | $58,016 | $58,016 |
| CSL LTD SPON ADR | $58,134 | $58,134 |
| ALCON INC CHF | $58,953 | $58,953 |
| SCHNEIDER ELEC SE UNSPONSORED ADR | $59,331 | $59,331 |
| BERKLEY W R CORP | $60,088 | $60,088 |
| ASTRAZENE CA PLC SPON ADR | $61,088 | $61,088 |
| ACCENTURE PLC IRELAND CL A | $61,907 | $61,907 |
| AIA GROUP LTD SPON ADR | $62,513 | $62,513 |
| ASML HLDG NV SPON ADR | $63,382 | $63,382 |
| MICROSOFT CORP | $64,032 | $64,032 |
| FERRARI N V EUR | $64,480 | $64,480 |
| MICROSOFT CORP | $67,629 | $67,629 |
| AON PLC CL A | $71,433 | $71,433 |
| EXPERIAN PLC SPON ADR | $71,465 | $71,465 |
| LVMH MOET HENNESSY LOUIS ADR | $73,159 | $73,159 |
| NOVO NORDISK ADR DENMARK ADR | $83,369 | $83,369 |
| CANADIAN PAC RAILWAY LTD CAD | $91,895 | $91,895 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (41 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | FMV | $3,950 | $3,950 |
| BLACKROCK LTD DURATION INOME TRUST | FMV | $4,222 | $4,222 |
| CASH AND MONEY BALANCES | FMV | $4,255 | $4,255 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | FMV | $4,282 | $4,282 |
| BLACKROCK MUNIHOLDINGS FUND INC | FMV | $6,507 | $6,507 |
| CASH AND MONEY BALANCES | FMV | $7,858 | $7,858 |
| CASH AND MONEY BALANCES | FMV | $8,429 | $8,429 |
| CASH AND MONEY BALANCES | FMV | $11,061 | $11,061 |
| CASH AND MONEY BALANCES | FMV | $11,259 | $11,259 |
| ALLSPRING INCOME OPPORTUNITIES FUND | FMV | $11,304 | $11,304 |
| INVESCO TRUST FOR INVT GRADE MUNICIPALS | FMV | $11,547 | $11,547 |
| WESTERN ASSET HIGH YIELD | FMV | $11,893 | $11,893 |
| BLACKROCK MUNIVEST FUND INC | FMV | $12,169 | $12,169 |
| CASH AND MONEY BALANCES | FMV | $12,182 | $12,182 |
| FIRST TRUST INTER DURATION PREF & INC FUND | FMV | $12,248 | $12,248 |
| INVESCO MUNICIPAL TRUST | FMV | $13,088 | $13,088 |
| CASH AND MONEY BALANCES | FMV | $14,524 | $14,524 |
| CASH AND MONEY BALANCES | FMV | $15,172 | $15,172 |
| WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC | FMV | $15,650 | $15,650 |
| CASH AND MONEY BALANCES | FMV | $16,844 | $16,844 |
| ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF | FMV | $17,377 | $17,377 |
| CASH AND MONEY BALANCES | FMV | $20,420 | $20,420 |
| BLACKROCK MUNIYIELD QUALITY FUND LL INC | FMV | $20,593 | $20,593 |
| NUVEEN PFD & INCOME SECURITIES FUND | FMV | $20,706 | $20,706 |
| EATON VANCE MUNICIPAL BOND FUND | FMV | $21,445 | $21,445 |
| COHEN & STEERS LTD DURATION PFD & INCOME FD INC | FMV | $21,702 | $21,702 |
| INVESCO MUNICIPAL OPPORTUNITY | FMV | $23,338 | $23,338 |
| BLACKROCK CORPORATE HIGH YIELD FUND INC | FMV | $23,432 | $23,432 |
| CASH AND MONEY BALANCES | FMV | $31,881 | $31,881 |
| NUVEEN PFD & INCOME OPPORTUNITIES FUND | FMV | $34,332 | $34,332 |
| NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | FMV | $39,499 | $39,499 |
| CASH AND MONEY BALANCES | FMV | $40,000 | $40,000 |
| NUVEEN QUALITY MUNICIPAL INCOME FUND | FMV | $43,318 | $43,318 |
| JP MORGAN ULTRA-SHORT INCOME ETF | FMV | $68,327 | $68,327 |
| CASH AND MONEY BALANCES | FMV | $76,727 | $76,727 |
| CASH AND MONEY BALANCES | FMV | $108,390 | $108,390 |
| BLACKROCK SHORT MAT BOND ETF | FMV | $125,146 | $125,146 |
| CASH ALTERNATIVES | FMV | $147,819 | $147,819 |
| CASH AND MONEY BALANCES | FMV | $268,039 | $268,039 |
| CASH ALTERNATIVES | FMV | $297,861 | $297,861 |
| CASH ALTERNATIVES | FMV | $1,240,772 | $1,240,772 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN TRUSTS | $3,650,467 | $2,894,900 | $2,894,900 |
| OPERATING LEASE RIGHT-OF-USE ASSET | $417,247 | $417,247 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN BENEFICIAL INTEREST IN TRUSTS | $755,567 |
| UNREALIZED INVESTMENT LOSS | $4,144,018 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $6,577 | $0 | $0 | $6,577 |
| OFFICE | $12,240 | $0 | $0 | $12,240 |
| PUBLIC RELATIONS/MARKETING | $16,684 | $0 | $0 | $16,684 |
| CREDIT CARD FEES | $4,257 | $0 | $0 | $4,257 |
| EXHIBITIONS | $9,554 | $0 | $0 | $9,554 |
| PROGRAM SUPPLIES | $2,436 | $0 | $0 | $2,436 |
| WEBSITE EXPENSES | $6,744 | $0 | $0 | $6,744 |
| OTHER EXPENSES | $7,201 | $0 | $0 | $7,201 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SCULPTURE REVIEW MAGAZINE | $20,633 | $20,633 |
| EXHIBITIONS | $12,294 | $12,294 |
| OTHER | $25,224 | $25,224 |
| MEMBERSHIP DUES AND ASSESSMENTS | $100,531 | $100,531 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $472,583 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $148,688 | $148,688 | $148,688 | $0 |
| OTHER PROFESSIONAL | $4,177 | $0 | $0 | $4,177 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $16,540 | $0 | $4,513 | $12,027 |
| FEDERAL EXCISE TAX | $12,307 | $0 | $0 | $0 |