CULLEN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CULLEN FOUNDATION (EIN 73-1691396)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201713129349100226
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2017-11-08T10:23:25-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043728817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tronconi Segarra & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8321 Main Street | AddressLine1Txt |
| City | Williamsville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731691396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cullen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CULL | BusinessNameControlTxt |
| Phone | 7168004280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Delaware Avenue Suite 820 | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | florine luhr | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 7168004280 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam P Ohar CPA | PreparerPersonNm |
| PTIN | P00844640 | PTIN |
| Phone | 7166331373 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $117,774,956 | 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 | $6,000,963 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $208 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,002,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,750,604 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $307 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $307 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $307 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$580,717 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,580,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$97,129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$32,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,326,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,719,102 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $349,266 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,511 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $298,755 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $124,110 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,245 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $95,865 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,970 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,485 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,485 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,846 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,923 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,923 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,097 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,549 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,548 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $786,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $665,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $121,622 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,026 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,026 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75,335 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,633 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,614 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,614 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $43,540 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,770 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,770 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,637 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,177 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,176 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,596,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $924,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $627,414 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,769,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,769,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,365,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $924,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,396,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,960,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $794,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,505 | CashBOYAmt |
| Cash EOY | $61,659 | CashEOYAmt |
| Cash EOYFMV | $61,659 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $967,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $536,526 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $536,526 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $40 | AcctRcvblAmt |
| Acct Rcvbl EOY | $40 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $40 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $25,091 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,208 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,208 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $111,336,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,149,008 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,106,376 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $69,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,226 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $65,557 | LandBOYAmt |
| Land EOY | $58,147 | LandEOYAmt |
| Land EOYFMV | $58,147 | LandEOYFMVAmt |
| Total Assets BOY | $112,606,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,817,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,774,956 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $87,464 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,859 | AccountsPayableEOYAmt |
| Grants Payable BOY | $912,386 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,411,112 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $999,850 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,455,971 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $111,606,541 | UnrestrictedBOYAmt |
| Unrestricted EOY | $110,361,617 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,606,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,361,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,606,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,817,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,606,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,960,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $234,904 | OtherIncreasesAmt |
| Subtotal | $113,802,145 | SubtotalAmt |
| Other Decreases | $3,440,528 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,361,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| acacia conservation fund, l.p. net short-term capital gain | P | $27,286 | $27,286 | ||||
| WGI EMERGING MARKETS FUND, LLC NET LONG-TERM | P | $22,433 | $22,433 | ||||
| LAKESTAR II LP NET SHORT-TERM | P | $17 | $17 | ||||
| kiltearn partners, inc. net long-term | P | -$20,530 | -$20,530 | ||||
| kiltearn partners, inc. net short-term | P | $69,735 | $69,735 | ||||
| highclere international investors, inc. net long-term | P | -$228,751 | -$228,751 | ||||
| WGI EMERGING MARKETS FUND, LLC NET SHORT-TERM | P | -$3,938 | -$3,938 | ||||
| colchester global investors, inc. net long-term | P | $33,428 | $33,428 | ||||
| highclere international investors, inc. net short-term | P | $11,774 | $11,774 | ||||
| acacia conservation fund, l.p. net long-term capital gain | P | $82,077 | $82,077 | ||||
| LAKESTAR II LP NET long-TERM | P | $689 | $689 | ||||
| ASHE CAPITAL PARTNERS, LP NET LONG-TERM | P | -$30,874 | -$30,874 | ||||
| colchester global investors, inc. net short-term | P | $10,704 | $10,704 | ||||
| ASHE CAPITAL PARTNERS, LP NET SHORT-TERM | P | $39 | $39 | ||||
| TOTAL BOND MKT INDEX INST | P | -$816 | -$816 | 2014-11-06 | 2016-02-16 | $250,000 | $250,816 |
| ISHARES MSCI EAFE ETF | P | -$183,794 | -$183,794 | 2014-11-20 | 2016-06-23 | $2,000,082 | $2,183,876 |
| ISHARES MSCI EAFE ETF | P | -$99,055 | -$99,055 | 2014-11-20 | 2016-09-26 | $1,250,116 | $1,349,171 |
| ISHARES MSCI EAFE ETF | P | -$31,609 | -$31,609 | 2014-11-20 | 2016-11-03 | $300,146 | $331,755 |
| ISHARES MSCI EAFE ETF | P | -$403,350 | -$403,350 | 2014-11-20 | 2016-11-17 | $3,151,334 | $3,554,684 |
| SPDR S&P 500 ETF TR | P | -$84,353 | -$84,353 | 2014-11-20 | 2016-01-26 | $1,036,244 | $1,120,597 |
| SPDR S&P 500 ETF TR | P | -$17,354 | -$17,354 | 2014-11-20 | 2016-01-28 | $200,597 | $217,951 |
| SPDR S&P 500 ETF TR | P | $37,936 | $37,936 | 2014-11-20 | 2016-06-23 | $2,000,523 | $1,962,587 |
| SPDR S&P 500 ETF TR | P | $26,958 | $26,958 | 2014-11-20 | 2016-09-01 | $500,076 | $473,118 |
| SPDR S&P 500 ETF TR | P | $158,880 | $158,880 | 2014-11-20 | 2016-11-17 | $2,849,724 | $2,690,844 |
| Capital Gains Dividends | P | $41,751 | $41,751 | $41,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$580,717 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,310,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $109,802,312 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $387,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,594,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.014035 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,303 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,796,372 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,505,684 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015211 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,325 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,039,949 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.294558 | DistributionYr5Rt |
| Total Distribution | 0.356030 | TotalDistributionRt |
| Average Distribution | 0.071206 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,130,227 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,055,551 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,943 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,063,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,396,477 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,487 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $27,487 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,601 | OverpaymentAmt |
| Applied To ES Tax | $11,601 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | www.thecullenfoundation.org | WebsiteAddressTxt |
| Individual With Books | Florine Luhr | IndividualWithBooksNm |
| Phone | 7168004280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 delaware Avenue Suite 820 | AddressLine1Txt |
| City | buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| michael r mcgee | ||||||||
| 250 delaware avenue suite 820 | buffalo | NY | 14202 | trustee | 4.00 | $69,020 | $0 | $0 |
| charles w chiampou | ||||||||
| 250 delaware avenue suite 820 | buffalo | NY | 14202 | trustee | 4.00 | $32,000 | $0 | $0 |
| roger b simon | ||||||||
| 250 delaware avenue suite 820 | buffalo | NY | 14202 | trustee | 4.00 | $47,200 | $0 | $0 |
| warren b gelman | ||||||||
| 250 delaware avenue suite 820 | buffalo | NY | 14202 | trustee | 4.00 | $45,200 | $0 | $0 |
| Florine Luhr | ||||||||
| 250 delaware avenue suite 820 | buffalo | NY | 14202 | president | 40.00 | $155,846 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| colonial consulting llc | |||||
| 750 third avenue 20th floor | new york | NY | 10017 | investment management | $187,845 |
| bellwether education partners | |||||
| 517 boston post road 171 | sudbury | MA | 01776 | strategic planning | $77,688 |
| 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 | $113,198,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,654,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,853,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,853,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,722,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,130,227 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,656,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,656,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,886 | TotalTaxAmt |
| Distributable Before Adj | $5,640,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,640,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,640,625 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,396,477 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,396,477 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,396,477 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,640,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,079,488 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,396,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,079,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,989 | 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 | $5,323,636 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ms florine luhr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 delaware avenue suite 820 | AddressLine1Txt |
| City | buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168004280 | RecipientPhoneNum |
| Recipient Email Address | fluhr@thecullenfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Grant process is conducted online through www.thecullenfoundation.org; instructions and eligibility located on this website; requirements include: completion, submission and approval of LOI and application; audited or reviewed financial statements completed by independent CPA; 501(c)3 letter; project budget; board list; and organizational budget. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Submission dates vary per year but generally, LOI process begins in January and July of each year. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Applications limited to specific areas of education and performing arts organizations located in and primarily benefitting residents of Erie County, New York; applicants must be 501(c)3; additional eligibility criteria apply see www.cullenfoundation.org for additional details. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 710 Main Theatre | ||||||||||||
| 710 Main Street | Buffalo | NY | 14202 | None | Public Charity | General Operations | $25,000 | |||||
| Big Brothers Big Sisters (Be-A-Friend Inc) | ||||||||||||
| 85 River Rock Drive 107 | Buffalo | NY | 14207 | None | Public Charity | General Operations | $30,000 | |||||
| BISON Childrens Scholarship Fund | ||||||||||||
| 320 porter Avenue | Buffalo | NY | 14201 | None | Public Charity | General Operations | $15,465 | |||||
| Buffalo Chamber Players | ||||||||||||
| 1285 Elmwood Avenue | Buffalo | NY | 14222 | None | Public Charity | General Operations | $10,000 | |||||
| Buffalo Philharmonic Chorus | ||||||||||||
| 77 Washington Street | Buffalo | NY | 14226 | None | Public Charity | General Operations | $10,000 | |||||
| Buffalo Philharmonic Orchestra | ||||||||||||
| 499 Franklin Street | Buffalo | NY | 14202 | None | Public Charity | General Operations | $400,000 | |||||
| Child & Adolescent Treatment | ||||||||||||
| 430 Niagara Street | Buffalo | NY | 14201 | None | Public Charity | General Operations | $50,000 | |||||
| Cradle Beach | ||||||||||||
| 8038 Lakeshore Road | Angola | NY | 14006 | None | Public Charity | General Operations | $75,000 | |||||
| Education Collaborative of WNY | ||||||||||||
| Po Box 745 | Buffalo | NY | 14215 | None | Public Charity | General Operations | $95,000 | |||||
| Harmonia Chamber Singers | ||||||||||||
| po box 182 | Lewiston | NY | 14092 | None | Public Charity | General Operations | $5,000 | |||||
| Irish Classical Theatre Company | ||||||||||||
| 625 Main Street | Buffalo | NY | 14203 | None | Public Charity | General Operations | $25,000 | |||||
| Lehrer Dance | ||||||||||||
| 59 shoshone street | buffalo | NY | 14214 | None | Public Charity | General Operations | $15,000 | |||||
| MusicalFare Theatre | ||||||||||||
| 4380 Main Street 123 | Amherst | NY | 14226 | None | Public Charity | General Operations | $50,000 | |||||
| Nardin (Scholarship) | ||||||||||||
| 135 Cleveland Avenue | Buffalo | NY | 14222 | None | Public Charity | General Operations | $48,669 | |||||
| Neglia Ballet Artists | ||||||||||||
| 1685 Elmwood Avenue 3rd floor | Buffalo | NY | 14207 | None | Public Charity | General Operations | $35,000 | |||||
| Nickel City Opera | ||||||||||||
| 1560 Harlem Road Suite 2 | Cheektowaga | NY | 14206 | None | Public Charity | General Operations | $10,000 | |||||
| Road Less Traveled Productions | ||||||||||||
| 500 Pearl Street | Buffalo | NY | 14202 | None | Public Charity | General Operations | $75,000 | |||||
| Teach for America Buffalo | ||||||||||||
| 315 west 36th street 8th floor | new york | NY | 10018 | None | Public Charity | General Operations | $300,000 | |||||
| The Teachers Desk | ||||||||||||
| 22 northhampton street | buffalo | NY | 14209 | None | Public Charity | General Operations | $5,000 | |||||
| Valley Community Association | ||||||||||||
| 93 Leddy Street | Buffalo | NY | 14210 | None | Public Charity | General Operations | $25,000 | |||||
| Vocalis Chamber Choir | ||||||||||||
| 110 Normal Avenue | Buffalo | NY | 14213 | None | Public Charity | General Operations | $5,000 | |||||
| WEDI Buffalo | ||||||||||||
| 36 Grant Street | Buffalo | NY | 14213 | None | Public Charity | General Operations | $50,000 | |||||
| AFRICAN AMERICAN CULTURAL CENTER - PAUL ROBESON THEATRE | ||||||||||||
| 350 MASTEN AVENUE | BUFFALO | NY | 14209 | NONE | Public Charity | GENERAL OPERATIONS | $25,000 | |||||
| ALBRIGHT KNOX ART GALLERY | ||||||||||||
| 1285 ELMwood Avenue | BUFfalo | NY | 14222 | None | Public Charity | GENERAL OPERATIONS | $60,000 | |||||
| ALLEYWAY THEATRE | ||||||||||||
| 1 CURTAIN UP ALLEY | BUFFALO | NY | 14202 | None | Public Charity | GENERAL OPERATIONS | $10,000 | |||||
| BOYS AND GIRLS CLUB OF BUFFALO | ||||||||||||
| 282 BABCOCK STREET | BUFFAlo | NY | 14210 | None | Public Charity | GENERAL OPERATIONS | $75,000 | |||||
| BUFFALO GAY MEN'S CHORUS | ||||||||||||
| 51 COLONIAL CIRCLE | BUFFALO | NY | 14222 | None | Public Charity | GENERAL OPERATIONS | $25,000 | |||||
| BUFFALO INNER CITY BALLET | ||||||||||||
| 2495 MAIN STREET 351 | BUFFalo | NY | 14214 | None | Public Charity | GENERAL OPERATIONS | $20,000 | |||||
| BUFFALO OPERA UNLIMITED | ||||||||||||
| 61 ANDERSON PLACE | BUFFALo | NY | 14222 | None | Public Charity | GENERAL OPERATIONS | $15,000 | |||||
| BUFFALO PREP | ||||||||||||
| 18 ACHESON ANNEX | BUFFalo | NY | 14214 | None | Public Charity | GENERAL OPERATIONS | $120,000 | |||||
| BUFFALO SUZUKI STRINGS | ||||||||||||
| 4 WEBSTER STREET | NORTH TONAWANDAN | NY | 14120 | None | Public Charity | GENERAL OPERATIONS | $10,000 | |||||
| BUILDING EXCELLENT SCHOOLS | ||||||||||||
| 31 MILK STREET FLOOR 6 | BOSTON | MA | 02109 | None | PUblic Charity | GENERAL OPERATIONS | $1,224,000 | |||||
| BURCHFIELD PENNEY ART CENTER | ||||||||||||
| 1300 ELMWOOD AVENUE | BUFFAlo | NY | 14222 | None | PUblic Charity | GENERAL OPERATIONS | $15,000 | |||||
| CAMERATA DI SANT'ANTONIO | ||||||||||||
| 160 COURT STREET | BUffalo | NY | 14202 | None | Public Charity | GENERAL OPERATIONS | $10,000 | |||||
| CARDINAL O'HARA | ||||||||||||
| 39 OHARA ROAD | TONAWANDA | NY | 14150 | None | Public Charity | GENERAL OPERATIONS | $2,500 | |||||
| CHARTERED SCHOOL FOR APPLIED TECHNOLOGIES | ||||||||||||
| 2245 KENMORE AVENUE | BUFFalo | NY | 14207 | None | Public Charity | GENERAL OPERATIONS | $61,906 | |||||
| DIOCESE OF BUFFALO | ||||||||||||
| 795 main street | BUFFALO | NY | 14203 | None | Public Charity | GENERAL OPERATIONS | $25,000 | |||||
| ELMWOOD VILLAGE CHARTER SCHOOL | ||||||||||||
| 40 DAYS PARK | BUFfalo | NY | 14201 | None | Public Charity | GENERAL OPERATIONS | $99,950 | |||||
| FIRSTHAND LEARNING | ||||||||||||
| 2495 MAIN STREET 559 | BUffalo | NY | 14214 | None | Public Charity | GENERAL OPERATIONS | $10,000 | |||||
| HALLWALLS | ||||||||||||
| 341 DELAWARE AVENUE | BUFFalo | NY | 14202 | None | Public Charity | GENERAL OPERATIONS | $10,000 | |||||
| HILLSIDE CHILDREN'S FOUNDATION | ||||||||||||
| 70 JEWETT PARKWAY | BUFFAlo | NY | 14214 | None | Public Charity | GENERAL OPERATIONS | $75,000 | |||||
| JEWISH REPERTORY THEATRE | ||||||||||||
| 2640 N FOREST ROAD | GETZville | NY | 14068 | None | Public Charity | GENERAL OPERATIONS | $10,000 | |||||
| LANCASTER OPERA HOUSE | ||||||||||||
| 21 CENTRAL AVENUE | LANCASTER | NY | 14086 | None | Public Charity | GENERAL OPERATIONS | $15,000 | |||||
| MUSIC IS ART | ||||||||||||
| 617 MAIN STREET suite 220 | buffalo | NY | 14203 | None | Public Charity | GENERAL OPERATIONS | $10,000 | |||||
| PEACE OF THE CITY MINISTRIES | ||||||||||||
| 301 14th street | buffalo | NY | 14213 | None | Public Charity | GENERAL OPERATIONS | $25,000 | |||||
| ROYCROFTERS-AT-LARGE ASSOCIATION | ||||||||||||
| 1054 olean road | east aurora | NY | 14052 | None | Public Charity | GENERAL OPERATIONS | $7,500 | |||||
| SHAKESPEARE IN DELAWARE PARK | ||||||||||||
| 617 MAIN STREET | BUFfalo | NY | 14203 | None | Public Charity | GENERAL OPERATIONS | $75,000 | |||||
| SHAW FESTIVAL FOUNDATION | ||||||||||||
| None | Public Charity | GENERAL OPERATIONS | $65,000 | 10 QUEENS PARADE | NIAGARAONTHELAKE | ONTARIO | CA | L0S 1J0 | ||||
| SOUTH BUFFALO CHARTER SCHOOL | ||||||||||||
| 154 S OGDEN STREET | BUFFalo | NY | 14206 | None | Public Charity | GENERAL OPERATIONS | $70,000 | |||||
| THEATRE OF YOUTH COMPANY | ||||||||||||
| 203 ALLEN STREET | BUFFAlo | NY | 14201 | None | Public Charity | GENERAL OPERATIONS | $25,000 | |||||
| TORN SPACE THEATER | ||||||||||||
| 612 FILLMORE AVENUE | BUFFAlo | NY | 14212 | None | Public Charity | GENERAL OPERATIONS | $90,000 | |||||
| UB FOUNDATION SERVICES | ||||||||||||
| 101 SERVICE CENTER ROAD | BUFFALO | NY | 14260 | None | Public Charity | GENERAL OPERATIONS | $39,073 | |||||
| WEST BUFFALO CHARTER SCHOOL | ||||||||||||
| 113 LAFAYETTE AVENUE | BUFfalo | NY | 14213 | None | Public Charity | GENERAL OPERATIONS | $70,000 | |||||
| ZOOLOGICAL SOCIETY OF BUFFALO INC | ||||||||||||
| 300 PARKSIDE AVENUE | BUFFalo | NY | 14214 | None | PUblic Charity | GENERAL OPERATIONS | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,769,063 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,002,606 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $438 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$131 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $18,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$580,717 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (12 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| RESOURCE LAND FUND V LP - UBIT | 900099 | -$35,925 | ||
| JUNIPER CAPITAL II, L.P. - UBIT | 900099 | -$14,207 | ||
| acacia conservation fund, lp - section 988 gain | 900099 | 14 | $1,211 | |
| colchester global investors, inc. - section 988 LOSS | 900099 | 14 | -$115,496 | |
| Highclere international investors, inc. - section 1296 gain | 900099 | 14 | $24,600 | |
| Highclere international investors, inc. - non-passive irc section 988 loss | 900099 | 14 | -$2,634 | |
| kiltearn partners, inc. - non-passive irc section 988 loss | 900099 | 14 | -$3,662 | |
| kiltearn partners, inc. - section 1296 gain | 900099 | 14 | $16,991 | |
| lakestar ii, lp - irc sec. 988 gain | 900099 | 14 | $2,933 | |
| WGI EMERGING MARKETS FUND, LLC - irc sec. 988 loss | 900099 | 14 | -$992 | |
| WGI EMERGING MARKETS FUND, LLC - irc sec. 988 GAIN | 900099 | 14 | $7,192 | |
| JUNIPER CAPITAL II, L.P. - OTHER PORTFOLIO INCOME | 900099 | 14 | $4,745 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$49,694 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,374,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,325,275 | 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 | estate of john s cullen ii | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 ellicott street | AddressLine1Txt |
| City | buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,000,963 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $25,097 | Amt |
| Net Investment Income | $12,549 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,548 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Exchange Traded Funds | FMV | $2,425,922 | $2,389,809 |
| Vanguard Developed Martkets Index Inst | FMV | $8,515,318 | $8,017,414 |
| Vanguard Inst Index Fund Inst | FMV | $11,630,423 | $12,693,507 |
| Vanguard Inflation-Protect Sec Admn | FMV | $3,170,461 | $3,069,576 |
| Vanguard Short-Term Bond Index Adm | FMV | $3,097,334 | $3,073,623 |
| Vanguard Total Bond Mkt Index Inst | FMV | $7,152,308 | $7,032,082 |
| Acacia Conservation Fund, LP | FMV | $5,577,539 | $5,784,785 |
| ASHE CAPITAL PARTNERS, LP | FMV | $3,154,214 | $3,465,651 |
| JUNIPER CAPITAL II, LP | FMV | $153,263 | $154,487 |
| LAKESTAR II, LP | FMV | $427,507 | $388,619 |
| RAVEN ASSET-BASED OPPORTUNITY FUND III, LP | FMV | $521,951 | $469,282 |
| RESOURCE LAND FUND V, LP | FMV | $245,899 | $218,984 |
| FF SAPPHIRE (IV) VENTURE CAPITAL FUND, LP | FMV | $840,462 | $792,506 |
| BARKER PARTNERSHIP FUND | FMV | $1,990,377 | $2,092,035 |
| Bogle Offshore Opportunity Fund, LTD | FMV | $3,437,699 | $4,196,540 |
| Brenner West Capital Offshore Fund, LTD | FMV | $2,757,948 | $2,929,455 |
| Canyon Value Realization Fund, LTD | FMV | $4,185,826 | $4,503,234 |
| Cevian Capital II, LTD | FMV | $3,946,679 | $4,022,440 |
| COLCHESTER GLOBAL INVESTORS, INC. | FMV | $5,239,619 | $5,161,771 |
| ECM FEEDER FUND | FMV | $4,194,339 | $4,346,940 |
| GOBI CONCENTRATED FUND, LTD | FMV | $3,994,884 | $4,092,848 |
| HIGHCLERE INTERNATIONAL INVESTORS EMERGING MARKETS FUND | FMV | $4,114,059 | $4,073,596 |
| HITCHWOOD CAPITAL FUND, LTD | FMV | $2,666,718 | $2,535,121 |
| KILTEARN GLOBAL EQUITY FUND | FMV | $8,163,583 | $8,994,149 |
| LANSDOWNE DEVELOPED MARKETS LONG FUND | FMV | $7,917,928 | $8,318,153 |
| OHA DIVERSIFIED CREDIT STRATEGIES FUND, LTD | FMV | $3,303,401 | $3,537,798 |
| PERMIAN FUND, LTD | FMV | $3,350,313 | $3,341,461 |
| TYBOURNE LONG OPPORTUNITIES FUND | FMV | $3,978,800 | $4,138,844 |
| WGI EMERGING MARKETS FUND, LLC | FMV | $2,994,234 | $3,271,666 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal fees | CategoryTxt |
| Legal Fees | $15,846 | LegalFeesAmt |
| Net Investment Income | $7,923 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,923 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| grants not paid within tax year | $2,498,726 |
| difference in capital gain recorded on books and k-1 | $350,634 |
| capital gain from non QEF electing offshore funds | $77,709 |
| investment expenses from non QEF electing offshore funds | $513,459 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| insurance | $10,502 | $5,251 | $5,251 |
| information technology | $16,480 | $8,240 | $8,240 |
| miscellaneous | $15,068 | $7,534 | $7,534 |
| memberships & affiliations | $3,750 | $1,875 | $1,875 |
| office expenses | $10,824 | $5,412 | $5,412 |
| advertising | $199 | $100 | $99 |
| utilities | $1,530 | $765 | $765 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RESOURCE LAND FUND V LP - ROYALTIES | $6,328 | $6,328 | $6,328 |
| RAVEN ASSET-BASED OPPORTUNITY FUND III, LP - ROYALTIES | $11,787 | $11,787 | $11,787 |
| RESOURCE LAND FUND V LP - UBIT | -$35,925 | -$35,925 | -$35,925 |
| JUNIPER CAPITAL II, L.P. - UBIT | -$14,207 | -$14,207 | -$14,207 |
| acacia conservation fund, lp - section 988 gain | $1,211 | $1,211 | |
| colchester global investors, inc. - section 988 LOSS | -$115,496 | -$115,496 | |
| Highclere international investors, inc. - section 1296 gain | $24,600 | $24,600 | |
| Highclere international investors, inc. - non-passive irc section 988 loss | -$2,634 | -$2,634 | |
| kiltearn partners, inc. - non-passive irc section 988 loss | -$3,662 | -$3,662 | |
| kiltearn partners, inc. - section 1296 gain | $16,991 | $16,991 | |
| lakestar ii, lp - irc sec. 988 gain | $2,933 | $2,933 | |
| WGI EMERGING MARKETS FUND, LLC - irc sec. 988 loss | -$992 | -$992 | |
| WGI EMERGING MARKETS FUND, LLC - irc sec. 988 GAIN | $7,192 | $7,192 | |
| JUNIPER CAPITAL II, L.P. - OTHER PORTFOLIO INCOME | $4,745 | $4,745 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Income reflected on K-1 not recorded on books | $96,822 |
| difference in investment int. and fees recorded on book and reported on K-1 | $138,082 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| investment advisory fees | $640,591 | $640,591 | $0 |
| investment committee fees | $10,501 | $10,501 | $0 |
| outside services | $123,478 | $1,856 | $121,622 |
| performance fees | $12,228 | $12,228 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| federal taxes | $44,250 | $0 | $0 |
| NY Filing Fee | $1,500 | $0 | $1,500 |
| payroll taxes | $20,265 | $10,132 | $10,133 |
| foreign taxes | $65,203 | $65,203 | $0 |
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