TAUBMAN FOUNDATION FOR THE ARTS: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TAUBMAN FOUNDATION FOR THE ARTS (EIN 27-3136632)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349100242
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T07:25:17-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEEL FINANCIAL PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2007 LEATHERWOOD LANE | AddressLine1Txt |
| City | BLUEFIELD | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273136632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUBMAN FOUNDATION FOR THE ARTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAUB | BusinessNameControlTxt |
| Phone | 5407774506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DR | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS F TAUBMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5407774506 | PhoneNum |
| Signature | 2018-07-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODY L DEEL CPA CGMA | PreparerPersonNm |
| PTIN | P01063272 | PTIN |
| Phone | 2763227394 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.251.162.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 07:25:01 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $38,541,876 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,521 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $8,088,517 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,088,517 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,350 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $177 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,583,384 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,583,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,586,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,583,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,483,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,088,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,630 | CashBOYAmt |
| Cash EOY | $5,363,050 | CashEOYAmt |
| Cash EOYFMV | $5,363,050 | CashEOYFMVAmt |
| Corporate Stock BOY | $72,651,415 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,178,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,178,826 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $72,663,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,541,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,541,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $72,663,045 | UnrestrictedBOYAmt |
| Unrestricted EOY | $38,541,876 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,663,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,541,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,663,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,541,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,663,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,483,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $68,189,456 | SubtotalAmt |
| Other Decreases | $29,647,580 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,541,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAP STOCK, 500 SHARES | D | 2016-01-01 | 2017-02-07 | $80,735 | $0 | $1,665 | $79,070 | $0 | $0 | $0 | $79,070 |
| AAP STOCK, 20400 SHARES | D | 2016-01-01 | 2017-03-30 | $3,005,065 | $0 | $67,932 | $2,937,133 | $0 | $0 | $0 | $2,937,133 |
| AAP STOCK, 66000 SHARES | D | 2016-01-01 | 2017-11-13 | $5,292,094 | $0 | $219,780 | $5,072,314 | $0 | $0 | $0 | $5,072,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,088,517 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,838,973 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $72,663,044 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066595 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,418 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,032,167 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,781,940 | AdjustedQlfyDistriYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.066595 | TotalDistributionRt |
| Average Distribution | 0.013319 | AverageDistributionRt |
| Net Investment Income Pct | $80,885 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,885 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,583,384 | 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 | $80,885 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,885 | SubtotalAmt |
| Tax Based On Investment Income | $80,885 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $80,886 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $80,886 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$80,886 | OriginalReturnOverpaymentAmt |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GIL COBLENTZ | IndividualWithBooksNm |
| Phone | 5407774506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DRIVE STE 300 | AddressLine1Txt |
| City | ROANOKE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS F TAUBMAN | ||||||||
| 2965 COLONNADE DRIVE | ROANOKE | VA | 24018 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EUGENIA L TAUBMAN | ||||||||
| 2818 AVENHAM AVENUE | ROANOKE | VA | 24018 | VP AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $80,885 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,885 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,583,384 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,583,384 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $80,885 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,502,499 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,403,136 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $3,815,075 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,052,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $193,497 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,060,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,583,384 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $4,583,384 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,644,322 | TotalCorpusAmt |
| Taxable2 | $3,403,136 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,815,075 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,829,247 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,052,366 | ExcessFromYear4Amt |
| Excess From Year2 | $193,497 | ExcessFromYear2Amt |
| Excess From Current Year | $4,583,384 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | none | AddressLine1Txt |
| City | none | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5407774506 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SMITHSONIAN INSTITUTE | ||||||
| 14TH ST CONSTITUTION AVE | WASHINGTON | DC | 20560 | CASH | CONTRIBUTION | $1,010,000 |
| TAUBMAN MUSEUM OF ART | ||||||
| 110 SALEM AVE | ROANOKE | VA | 24011 | CASH | CONTRIBUTION | $1,006,950 |
| MAYO CLINIC | ||||||
| 200 1ST STREET | ROCHESTER | NY | 55905 | CASH | CONTRIBUTION | $25,000 |
| JAMESTOWN-YORKTOWN FOUNDATION INC | ||||||
| PO BOX 1607 | WILLIAMSBURG | VA | 23187 | CASH | CONTRIBUTION | $1,500 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 500 FIFTH AVE STE 2540 | NEW YORK | NY | 10110 | CASH | CONTRIBUTION | $2,000 |
| VIRGINIA MUESEUM OF FINE ARTS FOUNDATION | ||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | CASH | CONTRIBUTION | $5,000 |
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | CASH | CONTRIBUTION | $1,000,000 |
| MERCERBURG ACADEMY | ||||||
| 300 E SEMINARY ST | MERCERSBURG | PA | 17236 | CASH | CONTRIBUTION | $10,000 |
| NEW YORK-PRESBYTERIAN HOSPITAL | ||||||
| 525 EAST 68TH ST | NEW YORK | NY | 10065 | CASH | CONTRIBUTION | $10,000 |
| COUNCIL OF AMBASSADORS | ||||||
| 888 17TH ST | WASHINGTON | DC | 20006 | CASH | CONTRIBUTION | $500 |
| MOUNT VERNON LADIES ASSOCIATION OF | ||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | CASH | CONTRIBUTION | $50,000 |
| UNITED WAY | ||||||
| 325 CAMPBELL AVE | ROANOKE | VA | 24016 | CASH | CONTRIBUTION | $10,000 |
| MERCERSBERG ACADEMY | ||||||
| 300 EAST SEMINARY ST | MERCERSBURG | PA | 17236 | STOCK | STOCK ATAAP 2060 SHARESFMV | $249,796 |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | STOCK | STOCK ATAAP 4295 SHARESFMV | $697,057 |
| TAUBMAN MUSEUM OF ART | ||||||
| 110 SALEM AVE | ROANOKE | VA | 24011 | STOCK | STOCK ATAAP 3510 SHARESFMV | $500,581 |
| YMCA OF ROANOKE VALLEY | ||||||
| 520 CHRUCH AVE SW | ROANOKE | VA | 24016 | CASH | CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,583,384 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $102,521 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $102,522 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALAN KLINGER, CPA TAX PREP | CategoryTxt |
| Amt | $1,200 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AAP STOCK | StockNm |
| EOY Book Value | $33,178,826 | EOYBookValueAmt |
| EOYFMV | $33,178,826 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOSS & ROCOVICH LEGAL | CategoryTxt |
| Legal Fees | $1,350 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON STOCK PRICE | Desc |
| Amt | $29,647,580 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING PAYMENTS | Desc |
| Amt | $10,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMIN EXPENSES | CategoryTxt |
| Amt | $177 | Amt |
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