NATIONAL SCULPTURE SOCIETY: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SCULPTURE SOCIETY (EIN 13-1656673)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202213139349102251
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:22:42-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-09 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,925,422 | 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 | $289,085 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $60 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $240,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $218,227 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $240,751 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $871,551 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,059,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $871,551 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $29,794 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $174,939 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,151 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $174,939 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,576,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,115,989 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $445,544 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,945 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,996 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $39,958 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,991 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $101,106 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $20,222 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,884 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,054 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $12,288 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,766 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,233 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,717 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $182,631 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $179,052 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $179,052 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,579 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,832 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $11,311 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,642 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $145,492 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $30,679 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $114,813 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,074 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $5,049 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,025 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $99,886 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $14,924 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $84,962 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $13,777 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $824,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $320,781 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $452,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $320,781 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $491,653 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $712,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $923,708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124,763 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,963 | CashBOYAmt |
| Cash EOY | $48,743 | CashEOYAmt |
| Cash EOYFMV | $48,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $307,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $307,798 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,966 | AcctRcvblAmt |
| Acct Rcvbl BOY | $12,908 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,966 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,966 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $196,959 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $186,603 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $186,603 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $396,831 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,060,617 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,060,617 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,655,068 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,161,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,161,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,794,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,407,945 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,407,945 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,143,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,002,199 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,002,199 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $141,510 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,789 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $105,363 | LandBOYAmt |
| Land EOY | $81,721 | LandEOYAmt |
| Land EOYFMV | $81,721 | LandEOYFMVAmt |
| Other Assets BOY | $3,235,151 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,650,467 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,650,467 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,858,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,925,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,925,422 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,377 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $86,703 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $75,413 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $63,529 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $45,937 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $197,727 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,232 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,589,035 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,656,991 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $6,072,194 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $7,118,199 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,661,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,775,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,858,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,925,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,661,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $712,081 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,401,880 | OtherIncreasesAmt |
| Subtotal | $19,775,190 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,775,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | $2,550,585 | $1,711,922 | $838,663 | $838,663 | |
| UBS FINANCIAL SERVICES | $1,505,858 | $1,476,064 | $29,794 | $29,794 | |
| CAPITAL GAINS DIVIDENDS | $3,094 | $3,094 | $3,094 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $871,551 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $29,794 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,322 | 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 | $12,322 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $518 | TaxDueAmt |
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 | Address Line2USAddress/AddressLine2Txt | 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 | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | EXECUTIVE DIRECTOR | 45.00 | $98,021 | $2,941 | $0 |
| GORDON ALT | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | 2ND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMY KANN | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | 1ST VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARK EDWARD ADAMS | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEE HUTT | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT JEWELL | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBIN R SALMON | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| MICHEL LANGLAIS | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| WESLEY WOFFORD | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| CAROL M DAUBER | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARC FIELDS | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| DONELLA LAY | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| RICHARD J MOYLAN | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENT ULLBERG | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| GREGORY GLASSON | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARGARET NICHOLSON | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANTHONY ANTONIOS | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRUNER BARRIE | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.20 | $0 | $0 | $0 |
| TUCK LANGLAND | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| RENEE HARPER ARDREY | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | COUNCIL DIRECTOR | 0.50 | $0 | $0 | $0 |
| KATE BROCKMAN | |||||||||
| C/O NATIONAL SCULPTURE SOCIETY 6 | EAST 39TH STREET NO 903 | NEW YORK | NY | 10016 | 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 | $179,052 | 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 | $117,349 | Expenses1Amt |
| Description2 | ARTIST RECOGNITION: AWARDS AND SCHOLARSHIPS IN RECOGNITION OF OUTSTANDING ACHIEVEMENTS. | Description2Txt |
| Expenses2 | $98,068 | Expenses2Amt |
| Description3 | EXHIBITIONS: SCULPTURE EXHIBITIONS INCLUDING THE ANNUAL AWARDS EXHIBITION. | Description3Txt |
| Expenses3 | $102,078 | Expenses3Amt |
| Description4 | MEMBERSHIP SERVICES: INCLUDE NSS EXHIBITION PROSPECTUSES, BIMONTHLY NEWSLETTER, PARTICIPATION IN THE SOCIETY'S PROGRAMS. | Description4Txt |
| Expenses4 | $204,822 | 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 | $14,810,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $300,760 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,449,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,449,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $231,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,217,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $760,882 | 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 | $491,653 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $491,653 | 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 | $124,763 | CurrentYearAmt |
| Year1 | $167,442 | Year1Amt |
| Year2 | $123,573 | Year2Amt |
| Year3 | $144,044 | Year3Amt |
| Total | $559,822 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $106,049 | CurrentYearAmt |
| Year1 | $142,326 | Year1Amt |
| Year2 | $105,037 | Year2Amt |
| Year3 | $122,437 | Year3Amt |
| Total | $475,849 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $491,653 | CurrentYearAmt |
| Year1 | $410,855 | Year1Amt |
| Year2 | $491,315 | Year2Amt |
| Year3 | $520,503 | Year3Amt |
| Total | $1,914,326 | 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 | $491,653 | CurrentYearAmt |
| Year1 | $410,855 | Year1Amt |
| Year2 | $491,315 | Year2Amt |
| Year3 | $520,503 | Year3Amt |
| Total | $1,914,326 | 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 | $507,255 | CurrentYearAmt |
| Year1 | $566,641 | Year1Amt |
| Year2 | $546,913 | Year2Amt |
| Year3 | $478,417 | Year3Amt |
| Total | $2,099,226 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRITTANY RYAN | |||||||||||
| 22221 CAMINITO TIBURON | LAGUNA HILLS | CA | 92653 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $200 | ||||
| BRYCE PETTIT | |||||||||||
| 837 OSO GRANDE | DURANGO | CO | 81301 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $300 | ||||
| JOE PALMER | |||||||||||
| 8228 N CEDAR SPRINGS RD 12 | EAGLE MOUNTAIN | UT | 84005 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $300 | ||||
| JIM GREEN | |||||||||||
| 24711 BLUE JEAN TRAIL | HERMOSA | SD | 57744 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $400 | ||||
| LINDA LINDSAY | |||||||||||
| NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $500 | 2507 FLORENCE ST | VICTORIA BC | VICTORIA, BC V8R | CA | ||||
| BASIL WATSON | |||||||||||
| 842 MARTIN FOREST COURT | LAWRENCEVILLE | GA | 30045 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $500 | ||||
| JACQUELYN GIUFFRE | |||||||||||
| 363 EL FAISAN DR | SAN RAFAE | CA | 94903 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $750 | ||||
| HAROLD LANGLAND | |||||||||||
| 1077 GREENLEAF BLVD 310 | ELKHART | IN | 46514 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $1,000 | ||||
| EVA-MARIA WOHN | |||||||||||
| 320 W OAKDALE 1503 | CHICAGO | IL | 60657 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $1,000 | ||||
| EUGENE DAUB | |||||||||||
| 295 WEST 15TH STREET | SAN PEDRO | CA | 90731 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $1,000 | ||||
| CRAIG CAMPBELL | |||||||||||
| 918 N FAULKNER | WICHITA | KS | 67203 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $1,000 | ||||
| BEVERLY DAVIS | |||||||||||
| 1048 FISHER RD | DARTMOUTH | MA | 02747 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $1,000 | ||||
| TIMOTHY S HOOTON | |||||||||||
| 1109 NASHVILLE AVE SW | ALBUQUERQUE | NM | 87105 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $2,000 | ||||
| ROGER A MARTIN | |||||||||||
| PO BOX 755 | ALBEMARLE | NC | 28002 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $2,500 | ||||
| GARY STAAB | |||||||||||
| 20813 JESSE JAMES FARM RD | KEARNEY | MO | 64060 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $3,000 | ||||
| KATE BROCKMAN | |||||||||||
| 163 W THOMPSON STREET | PHILADELPHIA | PA | 19122 | NONE | I | NSS PRIZES GIVEN AT ANNUAL AWARDS EXHIBITION, SELECTED BY JURY. | $4,000 | ||||
| BRETT HARVEY | |||||||||||
| 3940 RADIO RD SUITE 102 | NAPLES | FL | 34104 | NONE | I | FIGURATIVE SCULPTURE AWARD | $5,000 | ||||
| JEREMY BRADSHAW | |||||||||||
| 517 N JEAN ST | KENNEWICK | WA | 99336 | NONE | I | AWARDED ANNUALLY TO A SCULPTOR SPECIALIZING IN ANIMAL SCULPTURE WHO HAS DEMONSTRATED OUTSTANDING ABILITY. | $5,000 | ||||
| STEVEN WHYTE | |||||||||||
| 61 VIA CIMARRON | MONTEREY | CA | 93940 | NONE | I | AWARDED ANNUALLY TO A SCULPTOR WHO DEMONSTRATED OUTSTANDING ABILITY AS A SCULPTOR | $5,000 | ||||
| CHESTERWOOD | |||||||||||
| PO BOX 827 4 WILLIAMSBILLE RD | STOCKBRIDGE | MA | 01262 | NONE | PC | ANNUAL AWARD RESIDENCY TO AN EMERGING SCULPTOR WORKING IN BAS-RELIEF | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,450 | 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 | $23,780 | |
| EXHIBITIONS | 900099 | $13,988 | |
| OTHER | 900099 | $5,595 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $105,425 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,751 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,151 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $871,551 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,780 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,138,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $125,008 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,287,301 | 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 | $17,510 | Yes (X) |
| JP MORGAN CHASE - NSS TRUST 2 | ||||||
| 3 | 270 PARK AVENUE | NEW YORK | NY | 10017 | $72,187 | Yes (X) |
| JP MORGAN CHASE - NSS TRUST 1 | ||||||
| 4 | 270 PARK AVENUE | NEW YORK | NY | 10017 | $35,595 | Yes (X) |
| ALFRED AND HARRIET LEE HUTT | ||||||
| 5 | 106 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | $15,000 | Yes (X) |
| US SMALL BUSINESS ADMINISTRATION (SBA) | ||||||
| 6 | 409 THIRD AVENUE | WARREN | DC | 20024 | $89,807 | Yes (X) |
| MICHEL LANGLAIS | ||||||
| 7 | 845 UN PLAZA 56B | NEW YORK | NY | 10017 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,950 | Amt |
| Net Investment Income | $5,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,717 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (31 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGNC INVT CORP CUML SER F 6.125% PREFERRED CLBL PAR VALUE - 25.00 USD | $74,795 | $74,795 |
| ALLY FINANIAL INC B/E 04.700% 042270 DTD042219 FC081521 | $43,575 | $43,575 |
| ALLY FINANIAL INC B/E 04.700% 081570 DTD060221 FC081521 FIX- TO-VARIABLE | $78,341 | $78,341 |
| ANNALY CAPITAL MGMT INC CUML 6.750% PREFERRED CLBL PAR VALUE - 25.00 | $63,065 | $63,065 |
| AT&T INC 5.625% DUE 08/01/67 CALLABLE | $7,934 | $7,934 |
| BANK OF AMERICA CO SER GG 6.000% PREFERRED CLBL PAR VALUE - 25.00 | $21,540 | $21,540 |
| BANK OF NEW YORK MELLON 04.700% 092069 DTD051920 FC092020 CORP B/E | $19,202 | $19,202 |
| BOEING CO NTS B/E 04.508% 050123 DTD050420 FC110120 CALL@MW+50BP | $102,365 | $102,365 |
| CAPITAL ONE FINANCIAL CO 02.600% 051123 DTD051120 FC111120 NTS B/E | $30,650 | $30,650 |
| CHARLES SCHWAB CORP B/E 05.375% 043068 DTD043020 FC090120 | $99,190 | $99,190 |
| CITIGROUP INC B/E 04.000% 121069 DTD121020 FC031021 | $33,248 | $33,248 |
| CITIGROUP INC B/E 04.700% 012369 DTD012320 FC073020 | $19,194 | $19,194 |
| CITIZENS FINL GROUP INC 05.650% 100665 DTD060420 FC100620 B/E | $67,813 | $67,813 |
| DOMINION ENERGY INC B/E 04.350% 120970 DTD120921 FC041522 | $18,045 | $18,045 |
| DUKE ENERGY CORP NEW CUML SER A 5.750% PREFERRED CLBL PAR VALUE | $31,218 | $31,218 |
| EDISON INTL B/E 05.375% 091570 DTD030921 FIX TO FLOAT | $73,332 | $73,332 |
| ENERGY TRANSFER PARTNERS 04.303% 110166 DTD110113 FC020114 B/E | $18,400 | $18,400 |
| ENTERGY LOUISIANA LLC 4.875% DUE 09/01/66 CALLABLE | $16,698 | $16,698 |
| FIFTH THIRD BANCORP B/E 04.500% 073069 DTD073020 FC093020 | $29,645 | $29,645 |
| FS KKR CPTL CORP NTS B/E 02.625% 011527 DTD061721 FC011522 | $34,562 | $34,562 |
| HARTFORD FINL SVCS GRP D 7.875% DUE 04/15/42 CALLABLE | $9,060 | $9,060 |
| JPMORGAN CHASE & CO 4.625% PREFERRED CLBL PAR VALUE - 25.00 USD | $11,906 | $11,906 |
| NATIONAL RURAL UTIL COOP 5.500% DUE 05/15/64 CALLABLE | $37,715 | $37,715 |
| OAKTREE SPECIALTY LEND 3.500% 022525 DTD022520 FC082520 NTSB/E | $16,677 | $16,677 |
| REGIONS FINL CORP B/E 05.750% 091569 DTD060520 FC091520 FIX- TO-VARIABLE | $70,080 | $70,080 |
| SEMPRA ENERGY. B/E 04.875% 101568 DTD061920 FC101520 | $145,626 | $145,626 |
| STIFEL FINANCIAL CORP NT 5.200% DUE 10/15/47 CALLABLE | $18,647 | $18,647 |
| TRUIST FINL CORP B/E 05.100% 030170 DTD061920 FC030121 FIX- TO-VARIABLE | $32,408 | $32,408 |
| VIRTUS ALLIANZGI CONV & SER A 5.625% PREFERRED CLBL PAR VALUE - 25.00 | $24,336 | $24,336 |
| WELLS FARGO CO NEW B/E 03.900% 012669 DTD012621 FC031521 | $25,688 | $25,688 |
| BP CAPITAL MARKETS PLC 04.875% 062269 DTD062220 FC122220 B/E | $132,990 | $132,990 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (206 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $177,332 | $177,332 |
| ACCENTURE PLC IRELAND CL A | $141,775 | $141,775 |
| ACCENTURE PLC IRELAND CL A | $111,929 | $111,929 |
| ADOBE INC. (DELAWARE) | $175,222 | $175,222 |
| AIR PROD & CHEMICAL INC | $16,126 | $16,126 |
| AIRBNB INC CL A | $90,737 | $90,737 |
| ALIGN TECHNOLOGY INC | $58,489 | $58,489 |
| ALPHABET INC CL A | $92,705 | $92,705 |
| ALPHABET INC CL C | $254,636 | $254,636 |
| ALTRIA GROUP INC | $9,762 | $9,762 |
| AMAZON.COM INC | $276,750 | $276,750 |
| ANSYS INC | $31,287 | $31,287 |
| APPLE INC | $26,991 | $26,991 |
| ASPEN TECHNOLOGY INC DEL CHANGE IN STATE OF INC | $34,549 | $34,549 |
| AUTODESK INC | $106,009 | $106,009 |
| BENTLEY SYSTEMS INC CL B | $39,631 | $39,631 |
| BERKLEY W R CORP | $46,633 | $46,633 |
| BERKSHIRE HATHAWAY INC NEW CL B | $17,043 | $17,043 |
| BLACKROCK INC | $21,058 | $21,058 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | $28,701 | $28,701 |
| CDW CORP | $57,748 | $57,748 |
| CHARLES RIVER LABORATORIES | $72,342 | $72,342 |
| CHEMED CORP NEW | $32,271 | $32,271 |
| CHEVRON CORP | $10,327 | $10,327 |
| CINN FINANCIAL CORP | $9,228 | $9,228 |
| CISCO SYSTEMS INC | $15,209 | $15,209 |
| COMCAST CORP NEW CL A | $10,318 | $10,318 |
| COOPER COMPANIES INC NEW | $50,692 | $50,692 |
| COPART INC | $49,277 | $49,277 |
| CROWN CASTLE INTL CORP REIT | $19,204 | $19,204 |
| DOCUSIGN INC | $18,886 | $18,886 |
| DOMINION ENERGY INC | $14,298 | $14,298 |
| DUCK CREEK TECHNOLOGIES INC | $17,373 | $17,373 |
| ELANCO ANIMAL HEALTH INC | $27,302 | $27,302 |
| EPAM SYSTEMS INC | $68,182 | $68,182 |
| EQUIFAX INC | $54,166 | $54,166 |
| EXPONENT INC | $27,548 | $27,548 |
| FAIR ISAAC CORP | $20,816 | $20,816 |
| FASTENAL CO | $13,196 | $13,196 |
| FRANKLIN RESOURCES INC | $5,526 | $5,526 |
| GARTNER INC | $95,616 | $95,616 |
| HENRY JACK & ASSOC INC | $25,716 | $25,716 |
| ILLUMINA INC | $57,827 | $57,827 |
| INTEL CORP | $10,043 | $10,043 |
| INTERACTIVE BROKERS GROUP INC CL A | $43,125 | $43,125 |
| INTUITIVE SURGICAL INC | $71,141 | $71,141 |
| JOHNSON & JOHNSON COM | $17,278 | $17,278 |
| LENNOX INTL INC | $39,248 | $39,248 |
| LOWES COMPANIES INC | $24,556 | $24,556 |
| LPL FINL HLDGS INC COM | $42,744 | $42,744 |
| LULULEMON ATHLETICA INC | $84,945 | $84,945 |
| MASTERCARD INC CL A | $157,382 | $157,382 |
| MERCK & CO INC COM | $10,423 | $10,423 |
| META PLATFORMS INC CL A | $193,065 | $193,065 |
| METTLER-TOLEDO INTL | $93,347 | $93,347 |
| MICROSOFT CORP | $179,259 | $179,259 |
| MICROSOFT CORP | $16,480 | $16,480 |
| MSCI INC | $61,882 | $61,882 |
| MSCI INC | $49,628 | $49,628 |
| NETFLIX INC | $88,559 | $88,559 |
| NIKE INC CL B | $69,668 | $69,668 |
| NORDSON CORP | $51,309 | $51,309 |
| NORFOLK STHN CORP | $17,565 | $17,565 |
| PAYCHEX INC | $13,923 | $13,923 |
| PAYPAL HOLDINGS INC | $71,283 | $71,283 |
| PFIZER INC | $16,003 | $16,003 |
| PHILIP MORRIS INTL INC | $8,835 | $8,835 |
| POOL CORP | $75,278 | $75,278 |
| PROGRESSIVE CORP OHIO | $13,345 | $13,345 |
| RESMED INC | $106,276 | $106,276 |
| ROLLINS INC | $21,860 | $21,860 |
| SALESFORCE, INC. | $148,666 | $148,666 |
| SCOTTS MIRACLE-GRO CO CL A | $61,663 | $61,663 |
| SERVICENOW INC | $116,840 | $116,840 |
| SITEONE LANDSCAPE SUPPLY INC | $71,957 | $71,957 |
| STARBUCKS CORP | $81,177 | $81,177 |
| TARGET CORP | $16,664 | $16,664 |
| TELEDYNE TECHNOLOGIES INC | $17,039 | $17,039 |
| TERADYNE INC | $66,230 | $66,230 |
| TEXAS INSTRUMENTS | $19,978 | $19,978 |
| THOR INDUSTRIES INC | $42,753 | $42,753 |
| UNITED PARCEL SERVICE INC CL B | $17,790 | $17,790 |
| UNITEDHEALTH GROUP INC | $109,467 | $109,467 |
| VERIZON COMMUNICATIONS INC | $9,561 | $9,561 |
| VISA INC CL A | $120,057 | $120,057 |
| ZEBRA TECHNOLOGIES CORP CL A | $84,518 | $84,518 |
| ZOETIS INC | $138,609 | $138,609 |
| ADYEN N V ADR | $69,590 | $69,590 |
| AIA GROUP LTD SPON ADR | $96,576 | $96,576 |
| ALCON INC CHF | $86,249 | $86,249 |
| ALLEGION PLC | $39,070 | $39,070 |
| AMADEUS IT GROUP UNSPONSORED ADR | $61,354 | $61,354 |
| AON PLC CL A | $64,620 | $64,620 |
| ASML HLDG NV SPON ADR | $152,063 | $152,063 |
| ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR | $89,063 | $89,063 |
| ATLASSIAN CORP PLC CL A | $62,913 | $62,913 |
| CANADIAN PAC RAILWAY LTD CAD | $106,112 | $106,112 |
| CSL LTD SPON ADR | $101,885 | $101,885 |
| DIAGEO PLC NEW GB SPON ADR | $16,731 | $16,731 |
| DSV A/S ADR | $122,545 | $122,545 |
| EVOLUTION AB UNSPONSORED ADR | $53,610 | $53,610 |
| EXPERIAN PLC SPON ADR | $123,472 | $123,472 |
| FERRARI N V EUR | $94,469 | $94,469 |
| ICON PLC EUR | $98,794 | $98,794 |
| LASERTEC CORP ADR | $116,597 | $116,597 |
| LI NING CO LTD ADR | $48,550 | $48,550 |
| LONZA GROUP AG ADR | $91,599 | $91,599 |
| LVMH MOET HENNESSY LOUIS ADR | $95,990 | $95,990 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR | $91,521 | $91,521 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR | $10,808 | $10,808 |
| NINTENDO LTD ADR NEW JAPAN ADR | $8,639 | $8,639 |
| PERNOD RICARD SA SPON ADR | $64,537 | $64,537 |
| SHENZHOU INTL GROUP HLDGS LTD UNSPONSORED ADR | $50,496 | $50,496 |
| SHOPIFY INC CL A | $90,908 | $90,908 |
| SIKA AG UNSPONSORED ADR | $98,040 | $98,040 |
| STERIS PLC | $80,569 | $80,569 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $130,296 | $130,296 |
| WUXI BIOLOGICS CAYMAN INC ADR | $51,498 | $51,498 |
| ABBOTT LABS | $39,689 | $39,689 |
| ACCENTURE PLC IRELAND CL A | $20,728 | $20,728 |
| ACCENTURE PLC IRELAND CL A | $31,920 | $31,920 |
| ADOBE INC. (DELAWARE) | $39,127 | $39,127 |
| AIR PROD & CHEMICAL INC | $42,596 | $42,596 |
| AIRBNB INC CL A | $20,312 | $20,312 |
| ALIGN TECHNOLOGY INC | $13,144 | $13,144 |
| ALPHABET INC CL A | $20,279 | $20,279 |
| ALPHABET INC CL C | $57,872 | $57,872 |
| ALTRIA GROUP INC | $25,970 | $25,970 |
| AMAZON.COM INC | $60,018 | $60,018 |
| APPLE INC | $72,449 | $72,449 |
| AUTODESK INC | $23,620 | $23,620 |
| BERKSHIRE HATHAWAY INC NEW CL B | $45,149 | $45,149 |
| BLACKROCK INC | $55,849 | $55,849 |
| CHEVRON CORP | $27,343 | $27,343 |
| CINN FINANCIAL CORP | $24,723 | $24,723 |
| CISCO SYSTEMS INC | $40,493 | $40,493 |
| COMCAST CORP NEW CL A | $27,430 | $27,430 |
| CROWN CASTLE INTL CORP REIT | $51,141 | $51,141 |
| DOCUSIGN INC | $4,265 | $4,265 |
| DOMINION ENERGY INC | $37,709 | $37,709 |
| EPAM SYSTEMS INC | $16,043 | $16,043 |
| FASTENAL CO | $35,105 | $35,105 |
| FRANKLIN RESOURCES INC | $14,702 | $14,702 |
| GARTNER INC | $21,396 | $21,396 |
| ILLUMINA INC | $12,935 | $12,935 |
| INTEL CORP | $26,780 | $26,780 |
| INTUITIVE SURGICAL INC | $16,169 | $16,169 |
| JOHNSON & JOHNSON COM | $46,189 | $46,189 |
| LOWES COMPANIES INC | $65,395 | $65,395 |
| LULULEMON ATHLETICA INC | $15,658 | $15,658 |
| MASTERCARD INC CL A | $35,213 | $35,213 |
| MERCK & CO INC COM | $27,667 | $27,667 |
| META PLATFORMS INC CL A | $43,053 | $43,053 |
| METTLER-TOLEDO INTL | $16,972 | $16,972 |
| MICROSOFT CORP | $40,022 | $40,022 |
| MICROSOFT CORP | $44,058 | $44,058 |
| MSCI INC | $11,028 | $11,028 |
| NETFLIX INC | $19,278 | $19,278 |
| NIKE INC CL B | $15,500 | $15,500 |
| NORFOLK STHN CORP | $47,038 | $47,038 |
| PAYCHEX INC | $36,992 | $36,992 |
| PAYPAL HOLDINGS INC | $15,841 | $15,841 |
| PFIZER INC | $42,634 | $42,634 |
| PHILIP MORRIS INTL INC | $23,560 | $23,560 |
| PROGRESSIVE CORP OHIO | $35,414 | $35,414 |
| RESMED INC | $19,536 | $19,536 |
| SALESFORCE, INC. | $33,291 | $33,291 |
| SERVICENOW INC | $25,964 | $25,964 |
| STARBUCKS CORP | $18,130 | $18,130 |
| TARGET CORP | $44,436 | $44,436 |
| TEXAS INSTRUMENTS | $53,337 | $53,337 |
| UNITED PARCEL SERVICE INC CL B | $47,369 | $47,369 |
| UNITEDHEALTH GROUP INC | $24,605 | $24,605 |
| VERIZON COMMUNICATIONS INC | $25,356 | $25,356 |
| VISA INC CL A | $26,872 | $26,872 |
| ZOETIS INC | $30,992 | $30,992 |
| ADYEN N V ADR | $12,844 | $12,844 |
| AIA GROUP LTD SPON ADR | $17,743 | $17,743 |
| ALCON INC CHF | $15,856 | $15,856 |
| AMADEUS IT GROUP UNSPONSORED ADR | $11,309 | $11,309 |
| AON PLC CL A | $11,421 | $11,421 |
| ASML HLDG NV SPON ADR | $27,865 | $27,865 |
| ATLAS COPCO AB NEW REPSTG COM SER A SPON ADR | $16,496 | $16,496 |
| ATLASSIAN CORP PLC CL A | $11,057 | $11,057 |
| CANADIAN PAC RAILWAY LTD CAD | $19,424 | $19,424 |
| CSL LTD SPON ADR | $18,727 | $18,727 |
| DIAGEO PLC NEW GB SPON ADR | $44,688 | $44,688 |
| DSV A/S ADR | $22,537 | $22,537 |
| EVOLUTION AB UNSPONSORED ADR | $9,864 | $9,864 |
| EXPERIAN PLC SPON ADR | $23,176 | $23,176 |
| FERRARI N V EUR | $17,341 | $17,341 |
| ICON PLC EUR | $18,272 | $18,272 |
| LASERTEC CORP ADR | $21,506 | $21,506 |
| LI NING CO LTD ADR | $8,951 | $8,951 |
| LONZA GROUP AG ADR | $16,951 | $16,951 |
| LVMH MOET HENNESSY LOUIS ADR | $17,709 | $17,709 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR | $15,441 | $15,441 |
| NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR | $28,495 | $28,495 |
| NINTENDO LTD ADR NEW JAPAN ADR | $22,998 | $22,998 |
| PERNOD RICARD SA SPON ADR | $11,926 | $11,926 |
| SHENZHOU INTL GROUP HLDGS LTD UNSPONSORED ADR | $9,293 | $9,293 |
| SHOPIFY INC CL A | $16,529 | $16,529 |
| SIKA AG UNSPONSORED ADR | $17,289 | $17,289 |
| STERIS PLC | $14,848 | $14,848 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $23,942 | $23,942 |
| WUXI BIOLOGICS CAYMAN INC ADR | $9,493 | $9,493 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,060,617 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,060,617 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLSPRING INCOME OPPORTUNITIES FUND | FMV | $33,919 | $33,919 |
| BLACKROCK CORPORATE HIGH YIELD FUND INC | FMV | $77,458 | $77,458 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | FMV | $15,065 | $15,065 |
| BLACKROCK DEBT STRATEGIES FUND INC | FMV | $14,368 | $14,368 |
| BLACKROCK LTD DURATION INCOME TRUST | FMV | $12,520 | $12,520 |
| BLACKROCK MUNIHOLDINGS FUND INC | FMV | $11,347 | $11,347 |
| BLACKROCK MUNIVEST FUND INC | FMV | $28,834 | $28,834 |
| BLACKROCK MUNIYIELD QUALITY FUND III INC | FMV | $50,195 | $50,195 |
| BLACKROCK SHORT MAT BOND ETF | FMV | $94,406 | $94,406 |
| COHEN & STEERS LTD DURATION PFD & INCOME FD INC | FMV | $31,776 | $31,776 |
| EATON VANCE MUNICIPAL BOND FUND | FMV | $48,426 | $48,426 |
| FIRST TRUST HIGH INCOME LONG / SHORT FUND | FMV | $14,686 | $14,686 |
| FIRST TRUST INTER DURATION PREF & INC FUND | FMV | $18,479 | $18,479 |
| INVESCO MUNICIPAL OPPORTUNITY | FMV | $56,635 | $56,635 |
| INVESCO MUNICIPAL TRUST | FMV | $32,944 | $32,944 |
| INVESCO SENIOR INCOME TRUST | FMV | $66,158 | $66,158 |
| INVESCO TRUST FOR INVT GRADE MUNICIPALS | FMV | $20,145 | $20,145 |
| NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | FMV | $105,284 | $105,284 |
| NUVEEN CREDIT STRATEGIES INCOME FUND | FMV | $46,786 | $46,786 |
| NUVEEN QUALITY MUNICIPAL INCOME FUND | FMV | $108,211 | $108,211 |
| WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC | FMV | $45,453 | $45,453 |
| WESTERN ASSET HIGH YIELD | FMV | $31,635 | $31,635 |
| EATON VANCE LTD DURATION INCOME FUND | FMV | $5,541 | $5,541 |
| NUVEEN PFD & INCOME OPPORTUNITIES FUND | FMV | $47,443 | $47,443 |
| NUVEEN PFD & INCOME SECURITIES FUND | FMV | $33,242 | $33,242 |
| GUGGENHEIM TOTAL RETURN BOND FUND CLASS INSTITUTIONAL | FMV | $410,505 | $410,505 |
| BRAMSHILL INCOME PERFORMANCE FUND CLASS INSTL | FMV | $175,886 | $175,886 |
| GUGGENHEIM MACRO OPPORTUNITIES FUND CLASS INSTITUTIONAL | FMV | $180,037 | $180,037 |
| MONEY MARKET FUNDS | FMV | $1,184,815 | $1,184,815 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $40,592 | $21,567 | $19,025 | $19,025 |
| LEASEHOLD IMPROVEMENTS | $20,489 | $8,848 | $11,641 | $11,641 |
| LIBRARY BOOKS AND VIDEOS | $10,279 | $10,279 | $0 | |
| WEBSITE DEVELOPMENT COSTS | $63,650 | $19,095 | $44,555 | $44,555 |
| SCULPTURES | $6,500 | $0 | $6,500 | $6,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUSTS | Desc |
| BOY Book Value | $3,235,151 | BOYBookValueAmt |
| EOY Book Value | $3,650,467 | EOYBookValueAmt |
| EOYFMV | $3,650,467 | EOYFMVAmt |
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 | $5,851 | $0 | $0 | $5,851 |
| OFFICE | $18,243 | $0 | $3,847 | $14,396 |
| PUBLIC RELATIONS/MARKETING | $14,689 | $0 | $3,923 | $10,766 |
| CREDIT CARD FEES | $3,960 | $0 | $0 | $3,960 |
| EXHIBITIONS | $3,915 | $0 | $0 | $3,915 |
| PROGRAM SUPPLIES | $5,732 | $0 | $0 | $5,732 |
| WEBSITE EXPENSES | $23,024 | $0 | $5,756 | $17,268 |
| OTHER EXPENSES | $3,518 | $0 | $251 | $3,267 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UBS OTHER INVESTMENT INCOME | $26,151 | $26,151 | $26,151 |
| SCULPTURE REVIEW MAGAZINE | $23,780 | $23,780 | |
| EXHIBITIONS | $13,988 | $13,988 | |
| OTHER | $5,595 | $5,595 | |
| MEMBERSHIP DUES AND ASSESSMENTS | $105,425 | $105,425 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN BENEFICIAL INTEREST IN TRUSTS | $415,317 |
| UNREALIZED INVESTMENT LOSS | $986,563 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION PROGRAM LOAN | Desc |
| BOY Book Value | $45,937 | BOYBookValueAmt |
| EOY Book Value | $0 | 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 | $179,052 | $179,052 | $179,052 | $0 |
| OTHER PROFESSIONAL | $3,579 | $0 | $0 | $3,579 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $16,143 | $0 | $4,832 | $11,311 |
| FEDERAL EXCISE TAX | $15,000 | $0 | $0 | $0 |