ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANNA MARIA AND STEPHEN KELLEN FOUNDATION INC (EIN 13-3173593)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2019-03-01
- IRS object ID
- 201920609349100502
- Schema version
- 2017v2.3
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-01T09:20:58-06:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135504490 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL E SAMMET & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133173593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA-MARIA AND STEPHEN KELLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC C/O JOEL E SAMMET & CO LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 2122698628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KELLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122698628 | PhoneNum |
| Signature | 2019-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A TERZIAN | PreparerPersonNm |
| PTIN | P01027934 | PTIN |
| Phone | 2122698628 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.103.113.158 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-22 | IPDt |
| IP Tm | 09:58:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14914907720DF664815B4DEF31250CCB6FDF9C24 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 14914907720DF664815B4DEF31250CCB6FDF9C24 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,471,921,636 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $107,412,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,046,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,046,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,982,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,777,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,485,260 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100,024 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,023,388 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $140,541,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,555,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $61,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,333 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,486 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $94,486 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,966 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $58,966 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,822 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,608,696 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,696 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,619,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,528,655 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,037 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,640,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,566,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $392,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,889,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,889,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,530,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,566,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,282,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,011,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,989,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,860,439 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $634,551,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $518,905,537 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $518,905,537 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $160,953,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,067,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $270,326,688 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,044,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,277,050 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,359,531 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $450,740,765 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $460,880,398 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $549,487,130 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $936,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $107,842,750 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,842,750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,273,086,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,336,973,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,471,921,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,273,086,959 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,336,973,174 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,273,086,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,973,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,273,086,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,336,973,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,273,086,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,011,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $875,000 | OtherIncreasesAmt |
| Subtotal | $1,336,973,174 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,973,174 | 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 |
|---|---|---|---|---|---|
| PER BOOKS OF FOUNDATION | P | $38,977,684 | $28,292,426 | $10,685,258 | $10,685,258 |
| CAPITAL GAINS DIVIDENDS | P | $1,800,002 | $1,800,002 | $1,800,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,485,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,555,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,357,650,215 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030609 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,031,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,189,923,356 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031121 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,811,947 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $763,459,629 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044288 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,158,997 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $572,933,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042167 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,238,505 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $493,088,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039016 | DistributionYr5Rt |
| Total Distribution | 0.187201 | TotalDistributionRt |
| Average Distribution | 0.037440 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,398,075,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,343,965 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $379,892 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,723,857 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,282,344 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $379,892 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $379,892 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $379,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,169,063 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,169,063 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $789,171 | OverpaymentAmt |
| Applied To ES Tax | $789,171 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126983300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL M KELLEN | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | PRESIDENT | 20.00 | $0 | $0 | $0 | |||
| MARINA K FRENCH | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | VICE-PRESIDENT | 20.00 | $12,000 | $0 | $0 | |||
| ANDREW GUNDLACH | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 | |||
| NINA M GORRISSEN | |||||||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | LAGUNA DEL SAUCE PO BOX 52-060 | MALDONADO | UY | ||||
| ANNABELLE GARRETT | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $12,000 | $0 | $0 | |||
| CAROLINE L KELLEN | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $12,000 | $0 | $0 | |||
| CHRISTOPHER N KELLEN | |||||||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | DIRECTOR | 5.00 | $12,000 | $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 | JOEL E SAMMET & CO LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIDEN LANE SUITE 500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING AND TAX SERVICES | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $269,355,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $598,310,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $551,700,633 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,419,366,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,419,366,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,290,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,398,075,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,903,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,903,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $379,892 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $390,364 | IncomeTaxAmt |
| Total Tax | $770,256 | TotalTaxAmt |
| Distributable Before Adj | $69,133,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,133,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,133,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,282,344 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,282,344 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $379,892 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,902,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,133,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,608,922 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,282,344 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,608,922 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,673,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $67,460,122 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NINA M GORRISSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2 FISH HOME RENOVATIONS | ||||||||||||
| 122 HARTEFELD DR | AVONDALE | PA | 19311 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| ACKERMAN INSTITUTE FOR THE FAMILY | ||||||||||||
| 936 BROADWAY | NEW YORK | NY | 10010 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| ACT OF CONNECTICUT INC | ||||||||||||
| 63 HIGH RIDGE AVENUE | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| AMERICAN ACADEMY IN BERLIN | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $3,441,155 | 17-19 AM SANDWERDER | BERLIN | GM | 14109 | ||||||
| AMERICAN AUSTRIAN FOUNDATION | ||||||||||||
| 150 E 42ND STREET | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| AMERICAN COUNCIL ON GERMANY | ||||||||||||
| 14 E 60TH ST 1000 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $35,000 | ||||||
| AMERICAN FEDERATION FOR AGING RESEARCH | ||||||||||||
| 55 W 39TH STREET 16 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| AMERICAN FEDERATION OF ARTS | ||||||||||||
| 10TH FL 305 E 47TH ST | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||||||
| CENTRAL PARK W 79TH ST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $46,500 | ||||||
| AMERICAN SKIN ASSOCIATION | ||||||||||||
| 6 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| AMERICAN UNIVERSITY | ||||||||||||
| 4801 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| AMERICANS FOR THE ARTS | ||||||||||||
| 305 EAST 47TH STREET 10TH FL | NEW YORK | NY | 10017 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| AMERICARES | ||||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06906 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| ANIMAL MEDICAL CENTER | ||||||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| ART21 INC | ||||||||||||
| 133 W 25TH STREET 3E | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $300,000 | ||||||
| ASIA SOCIETY | ||||||||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| ASPCA | ||||||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| BARD COLLEGE | ||||||||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| BARLOW MOUNTAIN PTA | ||||||||||||
| 106 GREAT HILL ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| BOSTON COLLEGE | ||||||||||||
| 258 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| BOWERY RESIDENTS COMMITTEE | ||||||||||||
| 131 WEST 25TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| BREARLEY SCHOOL | ||||||||||||
| 601 EAST 83RD STREET | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $225,000 | ||||||
| BRICK CHURCH | ||||||||||||
| 1140 PARK AVENUE | NEW YORK | NY | 10128 | PC | GENERAL TAX EXEMPT PURPOSES | $13,000 | ||||||
| BROOKINGS INSTITUTION | ||||||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| BROOKLYN COMMUNITY BAIL FUND | ||||||||||||
| 195 MONTAGUE STREET 14TH FLOOR | BROOKLYN | NY | 11201 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| BROOKS SCHOOL | ||||||||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| BUSINESS CENTER FOR NEW AMERICANS | ||||||||||||
| 120 BROADWAY SUITE 230 | NEW YORK | NY | 10271 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| CANCER RESEARCH INSTITUTE | ||||||||||||
| ONE EXCHANGE PLAZA 55 BROADWAY STE | NEW YORK | NY | 10006 | PC | GENERAL TAX EXEMPT PURPOSES | $5,075,000 | 1802 | |||||
| CARNEGIE HALL SOCIETY | ||||||||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000,000 | ||||||
| CAROLINE PREVIDI FOUNDATION | ||||||||||||
| PO BOX 3482 | NEWTOWN | CT | 06470 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | ||||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $4,500 | ||||||
| CENTER FOR ARTS EDUCATION | ||||||||||||
| 266 WEST 37TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| CENTER FOR CURATORIAL LEADERSHIP | ||||||||||||
| 174 EAST 80TH STREET | NEW YORK | NY | 10075 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| CHALKBEAT INC | ||||||||||||
| 1239 BROADWAY SUITE 703B | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| CHAMPLAIN AREA TRAILS | ||||||||||||
| 6482 MAIN STREET | WESTPORT | NY | 12993 | PC | GENERAL TAX EXEMPT PURPOSES | $12,500 | ||||||
| CHESS IN THE SCHOOLS | ||||||||||||
| 520 8TH AVENUE 2 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| CHILDRENS VILLAGE | ||||||||||||
| ONE ECHO HILLS | DOBBS FERRY | NY | 10522 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| CITY HARVEST INC | ||||||||||||
| 5501 2ND STREET | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| CLASSROOM INC | ||||||||||||
| 245 5TH AVENUE | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $3,000 | ||||||
| COHME INC | ||||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| COLUMBIA BUSINESS SCHOOL | ||||||||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $201,900 | ||||||
| COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARTS AND SCIENCES | ||||||||||||
| 535 W 116TH STREET 109 | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| COLUMBIA UNIVERSITYDEPT OF OPHTHALMOLOGY | ||||||||||||
| 635 W 165TH STREET 218 | NEW YORK | NY | 10032 | PC | GENERAL TAX EXEMPT PURPOSES | $125,000 | ||||||
| CONSERVATION INTERNATIONAL | ||||||||||||
| 2011 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| COUNCIL ON FOREIGN RELATIONS | ||||||||||||
| THE HAROLD PRATT HOUSE 58 E 68TH ST | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $750,000 | ||||||
| CRIME VICTIMS TREATMENT CENTER INC | ||||||||||||
| 40 EXCHANGE PLACE | NEW YORK | NY | 10005 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| CURTIS INSTITUTE OF MUSIC | ||||||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500,000 | ||||||
| DANBURY HOSPITAL | ||||||||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | PC | GENERAL TAX EXEMPT PURPOSES | $600,000 | ||||||
| DE LA SALLE ACADEMY | ||||||||||||
| 332 W 43RD STREET | NEW YORK | NY | 10036 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| DELIVERING GOOD | ||||||||||||
| 266 WEST 37TH STREET 22ND FLOOR | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| DENNISTON HILL | ||||||||||||
| PO BOX 728 | GLEN WILD | NY | 12738 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| DRAWING CENTER | ||||||||||||
| 35 WOOSTER STREET | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| DUTCHESS LAND CONSERVANCY | ||||||||||||
| 4289 ROUTE 82 | MILLBROOK | NY | 12545 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| DWIGHT SCHOOL FOUNDATION | ||||||||||||
| 291 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| EAGLE HILL SCHOOL | ||||||||||||
| 45 GLENVILLE ROAD | GREENWICH | CT | 06831 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| EAST HILL SYNAGOGUE CHESSED FUND | ||||||||||||
| 255 WALNUT STREET | ENGLEWOOD | NJ | 07631 | PC | GENERAL TAX EXEMPT PURPOSES | $225,000 | ||||||
| ELLA JEWELL FOUNDATION | ||||||||||||
| PO BOX 396 | BETHEL | CT | 06801 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| ELYSIUM - BETWEEN TWO CONTINENTS INC | ||||||||||||
| 303 E 83RD STREET 17E | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| EPISCOPAL DIOCESE OF NEW YORK | ||||||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| EPONA'S PATH INC | ||||||||||||
| 2799 PALM DEER DRIVE | LOXAHATCHEE | FL | 33470 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| ESF COLLEGE FOUNDATION | ||||||||||||
| 1 FORESTRY DRIVE | SYRACUSE | NY | 13210 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| EVERGLADES FOUNDATION | ||||||||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| FOOD ALLERGY RESEARCH & EDUCATION | ||||||||||||
| 515 MADISON AVENUE 1912 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $182,500 | ||||||
| FOOD BANK OF NEW YORK CITY | ||||||||||||
| 39 BROADWAY | NEW YORK | NY | 10038 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| FOOD FOR NEEDY | ||||||||||||
| 5055 COLLINS AVE 12J/K | MIAMI BEACH | FL | 33140 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| FORDHAM UNIVERSITY | ||||||||||||
| LINCOLN CENTER 33 W 60TH ST | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $55,000 | ||||||
| FRANKLIN LAND TRUST | ||||||||||||
| 5 MECHANIC STREET | SHELBURNE FALLS | MA | 01370 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| FRICK COLLECTION | ||||||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| FRIENDS OF GIVE A FUTURE FOUNDATION | ||||||||||||
| 1290 AVENUE OF THE AMERICAS 34TH | NEW YORK | NY | 10104 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | FLOOR | |||||
| FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS HOLIDAY TRUST FUND | ||||||||||||
| TOWN HALL 400 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $500 | ||||||
| FRIENDS OF RIDGEFIELDCHIRP | ||||||||||||
| TOWN HALL 400 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $4,000 | ||||||
| FRIENDS OF THE MUSEE DES ARTS DECORATIFS | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | 107 RUE DE RIVOLI | PARIS | FR | 75001 | ||||||
| FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT | ||||||||||||
| 36 E 68TH STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| FRIENDS OF UNITED HATZALAH | ||||||||||||
| 208 E 51ST STREET STE 303 | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $72,000 | ||||||
| FUND FOR PARK AVENUE | ||||||||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| GEORGETOWN UNIVERSITY | ||||||||||||
| 37TH O STREET NW | WASHINGTON | DC | 20057 | PC | GENERAL TAX EXEMPT PURPOSES | $210,000 | ||||||
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||||||||
| EAST 371 JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| HARLEM CHILDREN'S ZONE | ||||||||||||
| 35 EAST 125TH STREET | NEW YORK | NY | 10035 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| HARLEM SCHOOL OF THE ARTS | ||||||||||||
| 645 ST NICHOLAS AVENUE | NEW YORK | NY | 10030 | PC | GENERAL TAX EXEMPT PURPOSES | $130,682 | ||||||
| HARVARD MEDICAL SCHOOL | ||||||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| HOOVER INSTITUTION | ||||||||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| 535 E 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $1,426,708 | ||||||
| HOT BREAD KITCHEN | ||||||||||||
| 1590 PARK AVENUE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| HUMANE SOCIETY OF NEW YORK | ||||||||||||
| 306 E 59TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| INTERFAITH CENTER OF NEW YORK | ||||||||||||
| 475 RIVERSIDE DRIVE 540 | NEW YORK | NY | 10115 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| INTERNATIONAL FOUNDATION FOR ART RESEARCH | ||||||||||||
| 500 FIFTH AVENUE SUITE 935 | NEW YORK | NY | 10110 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| INTERNATIONAL HOUSE | ||||||||||||
| 500 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| JBI INTERNATIONAL (JEWISH BRAILLE INSTITUTE) | ||||||||||||
| 110 E 30TH STREET | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| JEFFERSON AWARDS FOR PUBLIC SERVICE | ||||||||||||
| 100 W 10TH ST STE 215 | WILMINGTON | DE | 19801 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| JEWISH CENTER OF JACKSON HEIGHTS | ||||||||||||
| 37-06 77TH STREET | JACKSON HEIGHTS | NY | 11372 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| KEELER TAVERN MUSEUM | ||||||||||||
| 132 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| LEO BAECK INSTITUTE | ||||||||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| LEO ZOOLOGICAL CONSERVATION CENTER | ||||||||||||
| 404 TACONIC ROAD | GREENWICH | CT | 06831 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| LIGHTHOUSE GUILD | ||||||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| LINCOLN CENTER THEATRE | ||||||||||||
| 150 W 65TH STREET | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| LOUNSBURY HOUSE | ||||||||||||
| 316 MAIN ST | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| LYCEE FRANCAIS DE NEW YORK | ||||||||||||
| 505 E 75TH STREET | NEW YORK | NY | 10021 | PC | GENERAL TAX EXEMPT PURPOSES | $35,000 | ||||||
| MANHATTANS CHILDRENS CENTER | ||||||||||||
| 124 W 95TH STREET | NEW YORK | NY | 10025 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| MASS MOCA | ||||||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| MAYO CLINIC | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | PC | GENERAL TAX EXEMPT PURPOSES | $8,918,809 | ||||||
| MAYSLES DOCUMENTARY CENTER | ||||||||||||
| 343 LENOX AVENUE | NEW YORK | NY | 10027 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| MELANOMA RESEARCH ALLIANCE FOUNDATION | ||||||||||||
| 1101 NEW YORK AVE 620 | WASHINGTON | DC | 20005 | PC | GENERAL TAX EXEMPT PURPOSES | $400,000 | ||||||
| METROPOLIS ENSEMBLE | ||||||||||||
| 3433 84TH STREET | QUEENS | NY | 11372 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $6,540,000 | ||||||
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| MOMA PS1 (PS 1 CONTEMPORARY ART CENTER) | ||||||||||||
| 22-25 JACKSON AVENUE | LONG ISLAND CITY | NY | 11101 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | ||||||
| MORGAN LIBRARY & MUSEUM | ||||||||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $225,000 | ||||||
| MOUNT SINAI SCHOOL OF MEDICINE | ||||||||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $573,000 | ||||||
| MOUNT TREMPER ARTS | ||||||||||||
| PO BOX 88 | MT TREMPER | NY | 12457 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| MUNICIPAL ART SOCIETY OF NEW YORK | ||||||||||||
| 488 MADISON AVE | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| MUSEUM OF CONTEMPORARY ART DENVER | ||||||||||||
| 1485 DELGANY STREET | DENVER | CO | 80202 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| MUSEUM OF MODERN ART | ||||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $15,000 | ||||||
| MUSEUM OF THE CITY OF NEW YORK | ||||||||||||
| 1220 5TH AVENUE | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $55,000 | ||||||
| NATIONAL GALLERY OF ART | ||||||||||||
| 6TH CONSTITUTION AVENUE NW | WASHINGTON | DC | 20565 | PC | GENERAL TAX EXEMPT PURPOSES | $2,530,000 | ||||||
| NEUE GALERIE | ||||||||||||
| 1048 5TH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| NEW ALTERNATIVES | ||||||||||||
| 83 CHRISTOPHER STREET | NEW YORK | NY | 10014 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| NEW AMERICA FOUNDATION | ||||||||||||
| 740 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| NEW YORK BOTANICAL GARDEN | ||||||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | GENERAL TAX EXEMPT PURPOSES | $6,000 | ||||||
| NEW YORK PHILLHARMONIC | ||||||||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL TAX EXEMPT PURPOSES | $1,350,000 | PLAZA | |||||
| NEW YORK PUBLIC RADIO | ||||||||||||
| WNYC 160 VARICK STREET | NEW YORK | NY | 10013 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| NEW YORK YOUTH SYMPHONY | ||||||||||||
| 110 W 40TH STREET 1503 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| OPEN SPACE INSTITUTE | ||||||||||||
| 1350 BROADWAY 201 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| PARK AVENUE ARMORY | ||||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| PHIPPS NEIGHBORHOODS | ||||||||||||
| 902 BROADWAY | NEW YORK | NY | 10010 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| PROSPECTS OPPORTUNITY & ENRICHMENT | ||||||||||||
| 454 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | ||||||
| REACHING U A FOUNDATION FOR URUGUAY | ||||||||||||
| PO BOX 453935 | MIAMI | FL | 33243 | PC | GENERAL TAX EXEMPT PURPOSES | $2,949,000 | ||||||
| RECLAIM CHILDHOOD | ||||||||||||
| 61 PIERCE STREET NE 1436 | WASHINGTON | DC | 20002 | PC | GENERAL TAX EXEMPT PURPOSES | $20,000 | ||||||
| RENFREW CENTER FOUNDATION | ||||||||||||
| 38 EAST 32ND STREET | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| RIDGEFIELD ACADEMY | ||||||||||||
| 223 WEST MOUNTAIN ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $200,000 | ||||||
| RIDGEFIELD CONSERVATORY OF DANCE | ||||||||||||
| 444 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $55,000 | ||||||
| RIDGEFIELD LIBRARY | ||||||||||||
| 472 MAIN STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| RIDGEFIELD PLAYHOUSE | ||||||||||||
| 80 E RIDGE ROAD | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| RIP MEDICAL DEBT | ||||||||||||
| 80 THEODORE FREMD AVE | RYE | NY | 10580 | PC | GENERAL TAX EXEMPT PURPOSES | $150,000 | ||||||
| ROAR ANIMAL SHELTER | ||||||||||||
| 45 SOUTH STREET | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $45,000 | ||||||
| ROCKEFELLER UNIVERSITY | ||||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $3,178,750 | ||||||
| RONALD MCDONALD HOUSE OF THE GREATER HUDSON VALLEY | ||||||||||||
| 80 WOODS ROADS | VALHALLA | NY | 10595 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| RUDOLF STEINER SCHOOL | ||||||||||||
| 15 EAST 79TH STREET | NEW YORK | NY | 10075 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| SANCTUARY FOR FAMILIES | ||||||||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| SANDY HOOK PROMISE | ||||||||||||
| 13 CHURCH HILL ROAD | NEWTOWN | CT | 06470 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| SCENIC HUDSON INC | ||||||||||||
| ONE CIVIC CENTER PLAZA STE 200 | POUGHKEEPSIE | NY | 12601 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| SILVER HILL HOSPITAL | ||||||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | PC | GENERAL TAX EXEMPT PURPOSES | $250,000 | ||||||
| SING FOR HOPE | ||||||||||||
| 575 EIGHTH AVENUE STE 1812 | NEW YORK | NY | 10018 | PC | GENERAL TAX EXEMPT PURPOSES | $110,000 | ||||||
| SKIDMORE COLLEGE | ||||||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | ||||||||||||
| 136 WEST 22ND STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| SPACE ON RYDER FARM | ||||||||||||
| 406 STARR RIDGE ROAD | BREWSTER | NY | 10509 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| ST BERNARD'S SCHOOL | ||||||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| ST PETER'S EPISCOPAL CHURCH | ||||||||||||
| 346 W 20TH STREET | NEW YORK | NY | 10011 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| ST ROSE OF LIMA CHURCH | ||||||||||||
| 2 BAYVIEW AVENUE | MASSAPEQUA | NY | 11758 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| STORM KING ART CENTER | ||||||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| THE SUN | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | 1 LONDON BRIDGE STREET | LONDON | UK | SE1 9GF | ||||||
| THIRD STREET MUSIC SCHOOL SETTLEMENT | ||||||||||||
| 235 E 11TH STREET 1 | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $650,000 | ||||||
| TWO EAST SIXTY-SECOND STREET FOUNDATION | ||||||||||||
| 2 EAST 62ND STREET | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| UJA-FEDERATION OF NEW YORK | ||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | GENERAL TAX EXEMPT PURPOSES | $80,000 | ||||||
| UNIVERSITY OF ST ANDREW AMERICAN FOUNDATION | ||||||||||||
| PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | UNIV OF ST ANDREWS 91 NORTH ST ST | FIFE | UK | KY16 9AJ | ANDREWS | |||||
| URBAN ASSEMBLY | ||||||||||||
| 90 BROAD ST | NEW YORK | NY | 10004 | PC | GENERAL TAX EXEMPT PURPOSES | $119,000 | ||||||
| VASSAR BROTHERS MEDICAL CENTER | ||||||||||||
| 45 READE PLACE | POUGHKEEPSIE | NY | 12601 | PC | GENERAL TAX EXEMPT PURPOSES | $50,000 | ||||||
| WASHINGTON UNIVERSITY | ||||||||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| WEILL CORNELL MEDICAL CENTER | ||||||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL TAX EXEMPT PURPOSES | $2,750,000 | ||||||
| WELLESLEY COLLEGE | ||||||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | PC | GENERAL TAX EXEMPT PURPOSES | $100,000 | ||||||
| WESTERN CONNECTICUT YOUTH ORCHESTRA | ||||||||||||
| 90 E RIDGE RD 225A | RIDGEFIELD | CT | 06877 | PC | GENERAL TAX EXEMPT PURPOSES | $30,000 | ||||||
| WILDLIFE CONSERVATORY SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | PC | GENERAL TAX EXEMPT PURPOSES | $2,500 | ||||||
| WNETORG | ||||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL TAX EXEMPT PURPOSES | $500,000 | ||||||
| WOMEN IN NEED | ||||||||||||
| 115 WEST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $10,000 | ||||||
| WOMEN MAKE MOVIES INC | ||||||||||||
| 115 W 29TH STREET 1200 | NEW YORK | NY | 10001 | PC | GENERAL TAX EXEMPT PURPOSES | $210,000 | ||||||
| WOMEN'S CENTER OF GREATER DANBURY | ||||||||||||
| 2 WEST STREET | DANBURY | CT | 06810 | PC | GENERAL TAX EXEMPT PURPOSES | $25,000 | ||||||
| WOMEN'S PRISON ASSOCIATION | ||||||||||||
| 110 2ND AVENUE | NEW YORK | NY | 10003 | PC | GENERAL TAX EXEMPT PURPOSES | $75,000 | ||||||
| WOODSTOCK FARM ANIMAL SANCTUARY | ||||||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | PC | GENERAL TAX EXEMPT PURPOSES | $85,000 | ||||||
| WORLD WILDLIFE FUND | ||||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PC | GENERAL TAX EXEMPT PURPOSES | $1,000 | ||||||
| YOUTH AMERICA GRAND PRIX | ||||||||||||
| 417 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL TAX EXEMPT PURPOSES | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,889,504 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,046,691 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,982,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,128,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,128,833 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNA-MARIA KELLEN ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MICHAEL M KELLEN 320 EAST 72ND | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $107,412,500 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ARTWORK - CONTRASTE DE FORMES BY FERNAND LEGER | $70,062,500 | 2017-10-04 |
| 1 | ARTWORK - PARK IN DANGAST BY ERICH HECKEL | $2,500,000 | 2017-12-08 |
| 1 | ARTWORK - THE REAPER BY ERNST KIRCHNER | $850,000 | 2017-12-08 |
| 1 | ARTWORK - FIGHTING COWS BY FRANZ MARC | $30,000,000 | 2017-12-08 |
| 1 | ARTWORK - LEHNSTEDT BY LYONEL FEININGER | $4,000,000 | 2017-12-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $37,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE AND MICHAEL KELLEN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1345 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-04-30 | GrantDt |
| Grant | $11,153,418 | GrantAmt |
| Purpose Of Grant | CAPITAL ENDOWMENT GRANT TO SUPPORT FOUNDATION'S CHARITABLE MISSION | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE NOTED | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 04/21/16, 04/28/17, 04/30/18 | DatesOfReportsByGranteeTxt |
| Results Of Verification | FUNDS ARE BEING UTILIZED AS PER THE TERMS OF THE ENDOWMENT GRANT AGREEMENT | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS AND OTHER OBLIGATIONS | BondNm |
| EOY Book Value | $25,277,050 | EOYBookValueAmt |
| EOYFMV | $25,359,531 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND ETF'S | StockNm |
| EOY Book Value | $224,067,439 | EOYBookValueAmt |
| EOYFMV | $270,326,688 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTERESTS AND ALTERNATIVE INVESTMENTS | AT COST | $450,710,485 | $533,910,675 |
| MUTUAL FUNDS | AT COST | $10,169,913 | $15,576,455 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $58,966 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,966 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TANGIBLE ASSETS | Desc |
| BOY Book Value | $936,750 | BOYBookValueAmt |
| EOY Book Value | $107,842,750 | EOYBookValueAmt |
| EOYFMV | $107,842,750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE AND BANK FEES | $254,735 | $254,735 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $914 | $0 | $914 |
| LOSSES THROUGH PARTNERSHIPS | $17,008,923 | $0 | $0 |
| MANAGEMENT ADVISORY FEES | $2,273,920 | $2,273,920 | $0 |
| MISCELLANEOUS EXPENSE | $6,623 | $0 | $6,623 |
| NON-DEDUCTIBLE EXPENSES | $72,696 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME THROUGH PARTNERSHIP INTERESTS | $0 | $10,023,388 | $0 |
| NON-TAXABLE INCOME | $100,024 | $0 | $100,024 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED ADJUSTMENT ON DONATED PROPERTY | Desc |
| Amt | $875,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $1,951 | $0 | $1,951 |
| OTHER PROFESSIONAL FEES | $10,161 | $0 | $10,161 |
| IT SERVICES | $62,710 | $0 | $62,710 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,500,000 | $0 | $0 |
| PAYROLL TAXES | $8,696 | $0 | $8,696 |
| FEDERAL INCOME TAXES | $1,000,000 | $0 | $0 |
| NYS CORPORATION TAX | $100,000 | $0 | $0 |
Comments